XWEL · XWELL, Inc. · Shareholders & Ownership

$0.59 +0.02 (+2.78%) At close · Nov 6 Play latest call Q2 2025 earnings call transcript

Market Cap

$5.05M

8.59M

Volume · Nov 6 16.99K Avg daily vol (3M) 42.28K

Every disclosed holder of XWEL in one list: 13F institutions, Schedule 13D and 13G filers, insiders (Forms 3, 4 and 5) and registered funds, each from its own latest filing. Holders nest by CIK and SEC reporting links, never by name, and each is summed once.

How the holder list picks a filing →

Who Owns XWEL

13F quarter Sep 30, 2026, combined view: filers that have not filed yet carry their Jun 30, 2026 positions

Holder group	Holders	Shares	% Out	Summed
Institutional (13F)	23	537,140	6.25%	Yes
Insiders (Forms 3, 4, 5)	6	1,958,063	22.80%	Yes
13D/G-only blocks	5	2,688,851	31.30%	Yes
Remaining	—	3,405,212	39.65%	Rest
Registered funds (N-PORT, not summed)	4	97,006	1.13%	No

Shares outstanding: 8,589,266, the issuer's latest cover-page count restated onto today's split basis.

13D/G-only counts each filer's latest 13D or 13G that no 13F report of the listing contains, that names no 13F filer and that no counted insider files. Funds are never summed: their shares sit inside their advisers' 13F reports.

Holders of XWEL

One row per holder Every filing By ultimate parent

All 13F Funds Insiders 13D/G Non-US

#	Holder	Shares	% Out	Change	As of	Notes
1	American Ventures LLC, Series XXIV XWELL 13D CIK 2112711 · Unknown · Sep 8, 2026 Item 4 purpose: Merger opposition or support, Other	993,617	11.57%	+690,717	Sep 8, 2026
2	Bernstein Bruce Insider CIK 1665472 · Aug 25, 2026 Director, issuer-wide	839,882	9.78%	+500,000	Aug 25, 2026	Director, issuer-wide
2.1	Bruce Bernstein 13D CIK 1665472 · Unknown · Nov 15, 2025 not summed	602,556	7.02%	—	Nov 15, 2025	not summed
3	Blackwells Capital LLC 13G CIK 1720183 · Unknown · Aug 6, 2024 Rule 13d-1(c), passive investor, unconfirmed, last confirmed Aug 6, 2024	515,090	6.00%	—	Aug 6, 2024	Rule 13d-1(c), passive investor, unconfirmed, last confirmed Aug 6, 2024
4	Iroquois Capital Management, LLC 13G CIK 1481867 · Unknown · Jun 30, 2026 Rule 13d-1(c), passive investor	466,944	5.44%	+32,977	Jun 30, 2026	Rule 13d-1(c), passive investor
5	CPC Pain & Wellness SPV, LLC 13D CIK 2026867 · Unknown · Aug 9, 2024 unconfirmed, last confirmed Aug 9, 2024	394,200	4.59%	0	Aug 9, 2024	unconfirmed, last confirmed Aug 9, 2024
6	McCabe James Joseph III 13G CIK 2115289 · Unknown · Feb 24, 2026 Rule 13d-1(c), passive investor	319,000	3.71%	—	Feb 24, 2026	Rule 13d-1(c), passive investor
7	WEINSTEIN ROBERT Insider CIK 1213709 · Aug 25, 2026 Director, issuer-wide	265,231	3.09%	+50,000	Aug 25, 2026	Director, issuer-wide
8	Lebowitz Michael Insider CIK 1808836 · Aug 25, 2026 Director, issuer-wide	261,122	3.04%	+50,000	Aug 25, 2026	Director, issuer-wide
9	Wizenberg Gaelle Sandra Insider CIK 2007571 · Aug 25, 2026 Director, issuer-wide	240,698	2.80%	+50,000	Aug 25, 2026	Director, issuer-wide
10	Ernst Ezra Insider CIK 1905331 · Feb 27, 2026 President and CEO, issuer-wide	201,130	2.34%	+100,000	Feb 27, 2026	President and CEO, issuer-wide
11	Reid Gerard Insider CIK 2150866 · Aug 25, 2026 Director, issuer-wide	150,000	1.75%	—	Aug 25, 2026	Director, issuer-wide
12	CITADEL ADVISORS LLC 13F CIK 1423053 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	117,022	1.36%	+117,022	Jun 30, 2026	carried, not yet filed for the newest quarter
13	Wealthspire Advisors, LLC 13F CIK 1646247 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	105,102	1.22%	+105,102	Jun 30, 2026	carried, not yet filed for the newest quarter
14	BlackRock, Inc. 13F CIK 2012383 · Holding company · Jun 30, 2026 carried, not yet filed for the newest quarter	81,990	0.95%	0	Jun 30, 2026	carried, not yet filed for the newest quarter
15	GEODE CAPITAL MANAGEMENT, LLC 13F CIK 1214717 · Registered investment adviser · Sep 30, 2026	56,069	0.65%	0	Sep 30, 2026
16	VANGUARD CAPITAL MANAGEMENT LLC 13F CIK 2100119 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	51,310	0.60%	0	Jun 30, 2026	carried, not yet filed for the newest quarter
17	VANGUARD EXTENDED MARKET INDEX FUND Fund S000002841 · Registered fund · Jun 30, 2026 VANGUARD INDEX FUNDS, not summed	51,310	0.60%	0	Jun 30, 2026	VANGUARD INDEX FUNDS, not summed
18	XTX Topco Ltd 13F CIK 1828301 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	32,770	0.38%	+32,770	Jun 30, 2026	carried, not yet filed for the newest quarter
19	Fidelity Extended Market Index Fund Fund S000006021 · Registered fund · Aug 31, 2026 Fidelity Concord Street Trust, not summed	32,169	0.37%	-173	Aug 31, 2026	Fidelity Concord Street Trust, not summed
20	JANE STREET GROUP, LLC 13F CIK 1595888 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	31,216	0.36%	-50,944	Jun 30, 2026	carried, not yet filed for the newest quarter
21	VANGUARD FIDUCIARY TRUST CO 13F CIK 933478 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	23,380	0.27%	0	Jun 30, 2026	carried, not yet filed for the newest quarter
22	STATE STREET CORP 13F CIK 93751 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	16,144	0.19%	0	Jun 30, 2026	carried, not yet filed for the newest quarter
23	Integrated Wealth Concepts LLC 13F CIK 1737109 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	10,352	0.12%	0	Jun 30, 2026	carried, not yet filed for the newest quarter
24	Fidelity Series Total Market Index Fund Fund S000065248 · Registered fund · Aug 31, 2026 Fidelity Concord Street Trust, not summed	7,323	0.09%	0	Aug 31, 2026	Fidelity Concord Street Trust, not summed
25	Fidelity Total Market Index Fund Fund S000006026 · Registered fund · Aug 31, 2026 Fidelity Concord Street Trust, not summed	6,204	0.07%	0	Aug 31, 2026	Fidelity Concord Street Trust, not summed
26	Tower Research Capital LLC (TRC) 13F CIK 1533421 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	5,754	0.07%	+1,217	Jun 30, 2026	carried, not yet filed for the newest quarter
27	MORGAN STANLEY 13F CIK 895421 · Holding company · Jun 30, 2026 carried, not yet filed for the newest quarter	2,701	0.03%	-19,186	Jun 30, 2026	carried, not yet filed for the newest quarter
28	Vanguard Global Advisers, LLC 13F CIK 1811242 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	2,383	0.03%	0	Jun 30, 2026	carried, not yet filed for the newest quarter
29	CITIGROUP INC 13F CIK 831001 · Bank · Sep 30, 2026	703	0.01%	-5,488	Sep 30, 2026
30	Strategic Wealth Partners, Ltd. 13F CIK 1720777 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	97	0.00%	0	Jun 30, 2026	carried, not yet filed for the newest quarter
31	Allworth Financial LP 13F CIK 1555170 · Unknown · Sep 30, 2026	66	0.00%	0	Sep 30, 2026
32	Activest Wealth Management 13F CIK 1883134 · Registered investment adviser · Sep 30, 2026	50	0.00%	0	Sep 30, 2026
33	SBI Securities Co., Ltd. 13F CIK 1851815 · Non-US institution · Sep 30, 2026	15	0.00%	0	Sep 30, 2026
34	Farther Finance Advisors, LLC 13F CIK 1992825 · Registered investment adviser · Sep 30, 2026	8	0.00%	+8	Sep 30, 2026
35	Bogart Wealth, LLC 13F CIK 1715740 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	3	0.00%	0	Jun 30, 2026	carried, not yet filed for the newest quarter
36	Steward Partners Investment Advisory, LLC 13F CIK 1723397 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	3	0.00%	+3	Jun 30, 2026	carried, not yet filed for the newest quarter
37	Caitong International Asset Management Co., Ltd 13F CIK 1963355 · Unknown · Sep 30, 2026	1	0.00%	-7	Sep 30, 2026
38	ROYAL BANK OF CANADA 13F CIK 1000275 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	1	0.00%	0	Jun 30, 2026	carried, not yet filed for the newest quarter

Shares are restated onto today's split basis. Change compares each row with the same holder's previous filing in the same source; a dash means there is none to compare. Nested 13D/G, insider and fund rows are not summed, since a 13F report already holds them.

Key facts CIK 1410428 CUSIP 98420U802 13F (30d) 14 filings 8 filers Visit website Investor relations