How many institutions own XELB stock?

A company's 13F filings with the Securities and Exchange Commission (SEC) provides investors with comprehensive information about institutional ownership in a listed company, a sign of strength in terms of how many institutions have confidence in that company. The number of institutional investors who currently own XELB shares is 14, representing 16.08% of the company's common stock.

Who are the major shareholders selling Xcel Brands, Inc. stock?

CORSAIR CAPITAL MANAGEMENT, L.P., in the last quarter, reduced its stake in XELB by -100% restricting it's holding to 0 shares of worth nearly -. MORGAN STANLEY also lessened -100% of the XELB shares from its portfolio, reducing its holding to 0 shares of worth -. VANGUARD GROUP INC also shunned XELB shares holding by -100% last quarter which brought its holding to 0 shares worth -.

Investors who are buying XELB stock?

As per its latest 13F filing, SUMMIT TRAIL ADVISORS, LLC increased its stake in XELB by 32.53% in the last quarter. The institutional holder raised its holding to 2.24 million shares having worth more than $1.75M. AWM INVESTMENT COMPANY, INC. also added 100% more shares of XELB to its portfolio, raising its holding to 769.23 thousand shares of worth $600.00K. PERRITT CAPITAL MANAGEMENT INC also increased its XELB shares holding by 31.63% which brought its holding to 606.86 thousand shares worth $473.35K.

XELB's major insiders: who are they?

The insider with the most stakes in XELB is UTEK CORP , 10 percent owner at the company. Additionally, XELB stock is highly held by 10 percent owner TRAFELET CAPITAL MANAGEMENT, L.P. and 10 percent owner BUCKINGHAM CAPITAL MANAGEMENT INC among others.

Did an insider recently sell XELB stock?

Company executives, directors, and other insiders own 32.49% percent of Xcel Brands, Inc.'s stock. Within the last six months, there have been 0 transaction(s) in which XELB insiders have sold stock, totaling 0 shares. Insiders that have sold shares include JONES EDWARD III, HARAN JAMES, and GARDINI MARISA.

Which insider recently purchased XELB stock?

There have been 5 transaction(s) during the past 6-months in which Xcel Brands, Inc. insiders have bought stock, totalling 397466 shares

How much of XELB does insiders own?

Around 2.12M Xcel Brands, Inc. shares are held by insiders, which represents about 32.49% of XELB stock.

Who is the insider with the largest stake?

XELB 10 percent owner, UTEK CORP holds the largest portfolio of the company's shares. XELB shares owned by UTEK total nearly 7.1 million.

Which institution holds the most shares in XELB?

JB CAPITAL PARTNERS LP is the largest institutional owner in XELB which holds 15 thousand shares worth $26.40K or 0.62% of the total XELB shares outstanding followed by JB CAPITAL PARTNERS LP with ownership of 15 thousand shares representing 0.63% of the XELB ownership. CORSAIR CAPITAL MANAGEMENT, L.P. is the third largest stakeholder with 0 shares or 0% of the ownership worth more than -.

Is Xcel Brands, Inc. stock optionable?

Stock options give the owner the ability but not the obligation to buy or sell a security at a predetermined price and date. Stock options can be classified into two types: puts and calls. A put is a bet on falling stock, and a call is a bet on rising stock. As far as the XELB is concerned, it is a stock which is not optionable.

Is there a short position on XELB's shares?

Number of XELB shares short is 90.28K. Shares short is a market sentiment in which investors have sold their shares short in a given stock but have not yet covered them or closed them out.

About how many outstanding XELB shares are there?

As of today, 4.76M shares of XELB are outstanding.

Is there many float in XELB stock?

Float represents the number of tradeable shares in a specific stock. By subtracting restricted and closely-held shares from a firm's total outstanding shares, we can calculate its floating stock. The term "closely-held shares" refers to shares held by employees, major shareholders, and company insiders. At present, XELB has 3.37M shares in float.

XELB short ratio: what is it?

Short ratio is calculated by dividing the number of short shares, short interest or bets that shareholders will sell short from the average daily volume. A higher ratio indicates longer times needed to repurchase borrowed shares (sold). The short ratio for XELB is 0.07.

Xcel Brands (XELB) insider trading activity: Get Latest News Today

Stock Outstanding Shares

Making an investment decision in the stock market involves a certain amount of risk, so it's important to thoroughly review a company's stock before making any decisions. Stock float, number of short positions and outstanding shares are among the many factors an investor should take into account.

ShortableYes

OptionableNo

Short Percent Of Outstanding Shares1.9

Short Percent Of Float2.35

Shares Outstanding4.76M

Shares Float3.37M

Shares Short90.28K

Short Ratio0.07

2.35%

Short % of Float

1.9%

Short % of Shares Outstanding

Market Insider

Investors cannot turn a blind eye to insiders as well as institutional ownership. They need to follow insider trades to determine the direction the stock is likely to take.

Major Holders Summary

32.49% Percentage of Shares held by All Insiders

16.08% Percentage of Shares held by All Institutions

23.82% Percentage of Float held by Institutions

Number of Institutions Holding Shares

Institutional Ownership

About 16.08% of XELB shares are held by financial institutions. JB CAPITAL PARTNERS LP is the top corporate investor, holding 15K shares valued at $26.40K. A 0.62% stake in Xcel Brands, Inc. is owned by the company. JB CAPITAL PARTNERS LP owns 15K shares valued at $27.15K, which translates its holding of 0.63% of the stake in the company.

Date	Holder	% Stake	Shares Held	Total Value ($)	Shares	% Change in Portfolio
Sep 30, 2025	JB CAPITAL PARTNERS LP	0.62%	15K	26.4K	0	0
Jun 30, 2025	JB CAPITAL PARTNERS LP	0.63%	15K	27.15K	0	0
Jun 30, 2025	CORSAIR CAPITAL MANAGEMENT, L.P.	0%	0	-	-14.8K	-100.00%
Mar 31, 2025	MORGAN STANLEY	0%	0	-	-7K	-100.00%
Mar 31, 2025	VANGUARD GROUP INC	0%	0	-	-455.45K	-100.00%
Mar 31, 2025	GEODE CAPITAL MANAGEMENT, LLC	0%	0	-	-76.28K	-100.00%
Mar 31, 2025	STATE STREET CORP	0%	0	-	-10.8K	-100.00%
Mar 31, 2025		0%	0	-	-5	-100.00%
Mar 31, 2025	JPMORGAN CHASE & CO	0%	0	-	-32	-100.00%
Mar 31, 2025	COPPELL ADVISORY SOLUTIONS LLC	0%	0	-	-124	-100.00%
Mar 31, 2025	XTX TOPCO LTD	0%	0	-	-11.02K	-100.00%
Mar 31, 2025	REGENT PEAK WEALTH ADVISORS LLC	0%	0	-	-15K	-100.00%
Mar 31, 2025	MIRAMAR CAPITAL, LLC	0%	0	-	-71K	-100.00%
Mar 31, 2025	VIRTU FINANCIAL LLC	0%	0	-	-36.86K	-100.00%
Mar 31, 2025	TOWER RESEARCH CAPITAL LLC (TRC)	0%	0	-	-5.77K	-100.00%
Mar 31, 2025	LEVIN CAPITAL STRATEGIES, L.P.	0%	0	-	-50K	-100.00%
Mar 31, 2025	SUMMIT TRAIL ADVISORS, LLC	0%	0	-	-2.45M	-100.00%
Mar 31, 2025	AWM INVESTMENT COMPANY, INC.	0%	0	-	-769.23K	-100.00%
Mar 31, 2025	BANK OF AMERICA CORP /DE/	0%	0	-	-97	-100.00%
Mar 31, 2025	PERRITT CAPITAL MANAGEMENT INC	0%	0	-	-616.85K	-100.00%
Mar 31, 2025	JB CAPITAL PARTNERS LP	0.06%	15K	42.3K	0	0
Mar 31, 2025	CORSAIR CAPITAL MANAGEMENT, L.P.	0.06%	14.8K	41.74K	-133.21K	-90.00%
Mar 31, 2024	TWO SIGMA SECURITIES, LLC	0%	0	-	-26.28K	-100.00%
Mar 31, 2024	SUMMIT TRAIL ADVISORS, LLC	11.37%	2.24M	1.75M	550.45K	+32.53%
Mar 31, 2024	AWM INVESTMENT COMPANY, INC.	3.9%	769.23K	600K	769.23K	+100.00%
Mar 31, 2024	PERRITT CAPITAL MANAGEMENT INC	3.08%	606.86K	473.35K	145.83K	+31.63%
Mar 31, 2024	VANGUARD GROUP INC	2.31%	455.45K	355.25K	91.05K	+24.99%
Mar 31, 2024	LEVIN CAPITAL STRATEGIES, L.P.	0.56%	110K	85.8K	110K	+100.00%
Mar 31, 2024	JPMORGAN CHASE & CO	0%	34	27	17	+100.00%
Mar 31, 2024	CITADEL ADVISORS LLC	0.39%	76.93K	60K	38.3K	+99.16%
Mar 31, 2024	MIRAMAR CAPITAL, LLC	0.36%	71K	54.53K	0	0
Mar 31, 2024	GEODE CAPITAL MANAGEMENT, LLC	0.29%	57.71K	45.04K	2.95K	+5.38%
Mar 31, 2024	RENAISSANCE TECHNOLOGIES LLC	0.16%	31.2K	24K	3.97K	+14.59%
Mar 31, 2024	JB CAPITAL PARTNERS LP	0.08%	15K	11.7K	0	0
Mar 31, 2024	REGENT PEAK WEALTH ADVISORS LLC	0.08%	15K	11.7K	0	0
Mar 31, 2024	STATE STREET CORP	0.05%	10.8K	8.43K	-14.7K	-57.64%
Mar 31, 2024	TOWER RESEARCH CAPITAL LLC (TRC)	0.04%	7.42K	5.79K	4.9K	+194.17%
Mar 31, 2024	MORGAN STANLEY	0.04%	7K	5.46K	7K	+100.00%
Mar 31, 2024	UBS GROUP AG	0.02%	4.57K	3.57K	4.57K	+100.00%
Mar 31, 2024	WELLS FARGO & COMPANY/MN	0%	68	53	1	+1.49%
Mar 31, 2024	BANK OF AMERICA CORP /DE/	0%	0	-	-13	-100.00%
Mar 31, 2024	MARINER, LLC	0%	0	-	-98.1K	-100.00%
Mar 31, 2024	VIRTU FINANCIAL LLC	0%	0	-	-13.93K	-100.00%
Dec 31, 2023	SUMMIT TRAIL ADVISORS, LLC	8.57%	1.69M	2.18M	0	0
Dec 31, 2023	BLACKROCK INC.	0%	0	-	-315	-100.00%
Dec 31, 2023	BRIDGEWAY CAPITAL MANAGEMENT, LLC	0%	0	-	-49.4K	-100.00%
Dec 31, 2023	BANK OF AMERICA CORP /DE/	0%	13	17	13	+100.00%
Dec 31, 2023	JPMORGAN CHASE & CO	0%	17	22	5	+41.67%
Dec 31, 2023	WELLS FARGO & COMPANY/MN	0%	67	86	4	+6.35%
Dec 31, 2023	COPPELL ADVISORY SOLUTIONS LLC	0%	124	160	-128	-50.79%
Dec 31, 2023	TOWER RESEARCH CAPITAL LLC (TRC)	0.01%	2.52K	3.26K	944	+59.78%
Dec 31, 2023	VIRTU FINANCIAL LLC	0.07%	13.93K	18K	13.93K	+100.00%
Dec 31, 2023	REGENT PEAK WEALTH ADVISORS LLC	0.08%	15K	19.35K	0	0
Dec 31, 2023	JB CAPITAL PARTNERS LP	0.08%	15K	928.65K	0	0
Dec 31, 2023	STATE STREET CORP	0.13%	25.5K	32.9K	0	0
Dec 31, 2023	TWO SIGMA SECURITIES, LLC	0.13%	26.28K	33.9K	26.28K	+100.00%
Dec 31, 2023	RENAISSANCE TECHNOLOGIES LLC	0.14%	27.23K	35K	-8.47K	-23.73%
Dec 31, 2023	CITADEL ADVISORS LLC	0.2%	38.63K	49.83K	8.65K	+28.86%
Dec 31, 2023	GEODE CAPITAL MANAGEMENT, LLC	0.28%	54.77K	70.68K	0	0
Dec 31, 2023	MIRAMAR CAPITAL, LLC	0.36%	71K	91.59K	0	0
Dec 31, 2023	MARINER, LLC	0.5%	98.1K	126.55K	58K	+144.65%
Dec 31, 2023	VANGUARD GROUP INC	1.85%	364.4K	470.08K	0	0
Dec 31, 2023	PERRITT CAPITAL MANAGEMENT INC	2.33%	461.03K	594.72K	-24K	-4.95%
Dec 31, 2023	POTOMAC CAPITAL MANAGEMENT, INC.	3.95%	779.45K	1.01M	148.05K	+23.45%

Insiders

Among the XELB insiders holding of 32.49% of the stake in company, UTEK CORP, 10 percent owner, holds the largest shares of 7.1M. TRAFELET CAPITAL MANAGEMENT, L.P., 10 percent owner, is the second largest XELB insider with ownership of 1.81M shares. BUCKINGHAM CAPITAL MANAGEMENT INC, 10 percent owner, stands third with possession of 1.58M shares of that stake.

Insiders	Designation	Shares Held
UTEK CORP	10 percent owner	7.1M
TRAFELET CAPITAL MANAGEMENT, L.P.	10 percent owner	1.81M
BUCKINGHAM CAPITAL MANAGEMENT INC	10 percent owner	1.58M
MIZRAHI ISAAC	10 percent owner	1.43M
D LOREN ROBERT W	CEO and Chairman	687.3K
HILCO TRADING, LLC	10 percent owner	667.27K
HECKTMAN JEFFREY BRUCE	10 percent owner	667.27K
GARDINI MARISA	director	615.64K
HARAN JAMES	Chief Financial Officer	530.94K
BURROUGHS SETH	EVP of BD Treasurer Secretary	343.05K
DISANTO MARK	director	337.02K
NAZEM FRED F	10 percent owner	300K
COHEN JEFFREY	director	260K
DWECK JACK	director	100K
JONES EDWARD III	director	67.38K
SYED FAHAD M	Resigned as CEOas of 12/30/10	0
TRAFELET BROKAW CAPITAL MANAGEMENT, L.P.	10 percent owner	0

Buying/Selling by Insiders

Date	Insider	Type	Cost	Shares	Value ($)	Shares Total
Dec 17, 2025	D LOREN ROBERT W	PURCHASE	1.17	81.47K	94.91K	687.3K
Dec 05, 2025	DISANTO MARK	PURCHASE	0.35	50K	17.5K	337.02K
Dec 05, 2025	D LOREN ROBERT W	PURCHASE	0.35	50K	17.5K	605.83K
Aug 04, 2025	D LOREN ROBERT W	PURCHASE	1.10	124.2K	136.62K	383.89K
Aug 04, 2025	DISANTO MARK	PURCHASE	1.10	91.8K	100.98K	102.7K
Mar 15, 2024	D LOREN ROBERT W	PURCHASE	0.65	146.25K	95.06K	1.89M
Mar 15, 2024	DISANTO MARK	PURCHASE	0.65	146.25K	95.06K	1.17M
Mar 15, 2024	BURROUGHS SETH	PURCHASE	0.65	32.5K	21.13K	343.05K
Dec 10, 2020	D LOREN ROBERT W	PURCHASE	1.07	21.24K	22.76K	1.42M
Dec 09, 2020	D LOREN ROBERT W	PURCHASE	1.06	18.38K	19.41K	1.4M
Oct 13, 2020	D LOREN ROBERT W	PURCHASE	0.78	12K	9.36K	1.39M
Oct 12, 2020	D LOREN ROBERT W	PURCHASE	0.79	1.4K	1.11K	1.38M
Oct 09, 2020	D LOREN ROBERT W	PURCHASE	0.77	12K	9.24K	1.38M
Oct 08, 2020	D LOREN ROBERT W	PURCHASE	0.75	4K	3K	1.37M
Sep 28, 2020	DISANTO MARK	PURCHASE	0.72	10K	7.2K	1.02M
Sep 25, 2020	DISANTO MARK	PURCHASE	0.68	10K	6.8K	1.01M
Sep 24, 2020	DISANTO MARK	PURCHASE	0.67	10K	6.7K	1M
Sep 18, 2020	D LOREN ROBERT W	PURCHASE	0.70	3K	2.1K	607.32K
Sep 15, 2020	DISANTO MARK	PURCHASE	0.70	10K	7K	991.11K
Sep 08, 2020	DISANTO MARK	PURCHASE	0.76	609	462.84	981.11K
Jul 14, 2020	DISANTO MARK	PURCHASE	0.78	5K	3.9K	980.5K
Jul 13, 2020	DISANTO MARK	PURCHASE	0.78	5.25K	4.09K	975.5K
Jul 10, 2020	DISANTO MARK	PURCHASE	0.78	5K	3.9K	970.25K
May 29, 2020	DISANTO MARK	PURCHASE	0.81	5K	4.05K	965.25K
May 29, 2020	D LOREN ROBERT W	PURCHASE	0.80	10K	8K	604.32K
May 21, 2020	DISANTO MARK	PURCHASE	0.87	5K	4.35K	20.5K
May 21, 2020	D LOREN ROBERT W	PURCHASE	0.92	7.5K	6.9K	1.43M
May 20, 2020	D LOREN ROBERT W	PURCHASE	0.99	6.7K	6.64K	1.42M
May 19, 2020	D LOREN ROBERT W	PURCHASE	0.73	2.12K	1.54K	1.42M
May 15, 2020	D LOREN ROBERT W	PURCHASE	0.68	1K	680	1.42M
May 15, 2020	DISANTO MARK	PURCHASE	0.55	10.5K	5.78K	108.04K
May 13, 2020	DISANTO MARK	PURCHASE	0.65	5K	3.25K	867.71K
May 13, 2020	D LOREN ROBERT W	PURCHASE	0.66	5.21K	3.44K	1.41M
May 12, 2020	D LOREN ROBERT W	PURCHASE	0.71	2.43K	1.73K	1.41M
May 11, 2020	DISANTO MARK	PURCHASE	0.72	5K	3.6K	862.71K
May 11, 2020	D LOREN ROBERT W	PURCHASE	0.71	1.24K	880.4	1.41M
May 08, 2020	D LOREN ROBERT W	PURCHASE	0.73	4.5K	3.29K	1.41M
May 07, 2020	D LOREN ROBERT W	PURCHASE	0.72	3.98K	2.87K	1.4M
May 06, 2020	D LOREN ROBERT W	PURCHASE	0.63	3.5K	2.21K	1.4M
May 06, 2020	DISANTO MARK	PURCHASE	0.69	1.16K	801.78	857.71K
May 05, 2020	D LOREN ROBERT W	PURCHASE	0.72	4.87K	3.51K	1.39M
May 01, 2020	D LOREN ROBERT W	PURCHASE	0.91	500	455	1.39M
Apr 30, 2020	D LOREN ROBERT W	PURCHASE	0.73	403	294.19	1.39M
Apr 29, 2020	D LOREN ROBERT W	PURCHASE	0.75	559	419.25	1.39M
Apr 28, 2020	D LOREN ROBERT W	PURCHASE	0.75	2.7K	2.03K	1.39M
Apr 22, 2020	D LOREN ROBERT W	PURCHASE	0.55	2.81K	1.54K	1.38M
Apr 21, 2020	D LOREN ROBERT W	PURCHASE	0.52	6.45K	3.36K	1.38M
Apr 20, 2020	D LOREN ROBERT W	PURCHASE	0.55	8K	4.4K	1.38M
Apr 17, 2020	D LOREN ROBERT W	PURCHASE	0.55	1.6K	880	1.37M
Apr 16, 2020	D LOREN ROBERT W	PURCHASE	0.55	1.96K	1.08K	1.37M
Mar 12, 2019	D LOREN ROBERT W	PURCHASE	1.50	42.05K	63.07K	1.23M
Feb 28, 2019	D LOREN ROBERT W	PURCHASE	1.71	200	341	1.19M
Feb 27, 2019	D LOREN ROBERT W	PURCHASE	1.74	1.2K	2.09K	1.19M
Feb 26, 2019	D LOREN ROBERT W	PURCHASE	1.49	1.3K	1.94K	1.19M
Feb 25, 2019	D LOREN ROBERT W	PURCHASE	1.45	2K	2.9K	1.19M
Feb 22, 2019	D LOREN ROBERT W	PURCHASE	1.41	2.46K	3.47K	1.18M
Sep 13, 2017	HILCO TRADING, LLC	PURCHASE	2.95	200	590	667.27K
Sep 13, 2017	HECKTMAN JEFFREY BRUCE	PURCHASE	2.95	200	590	667.27K
Sep 12, 2017	HECKTMAN JEFFREY BRUCE	PURCHASE	2.90	100	290	667.07K
Sep 12, 2017	HILCO TRADING, LLC	PURCHASE	2.90	100	290	667.07K
Sep 11, 2017	HILCO TRADING, LLC	PURCHASE	2.95	300	885	666.97K
Sep 11, 2017	HECKTMAN JEFFREY BRUCE	PURCHASE	2.95	300	885	666.97K
Sep 07, 2017	HECKTMAN JEFFREY BRUCE	PURCHASE	3.05	2.55K	7.77K	2.55K
Aug 17, 2017	JONES EDWARD III	SALE	4.14	7.5K	31.06K	67.38K
Dec 16, 2015	HARAN JAMES	SALE	7.25	1K	7.25K	530.94K
Dec 15, 2015	HARAN JAMES	SALE	7.25	256	1.86K	531.94K
Dec 14, 2015	HARAN JAMES	SALE	7.38	7.68K	56.67K	532.2K
Dec 10, 2015	HARAN JAMES	SALE	7.50	336	2.52K	539.87K
Apr 08, 2015	GARDINI MARISA	SALE	8.00	100	800	615.64K
Dec 22, 2014	BUCKINGHAM CAPITAL MANAGEMENT INC	PURCHASE	9.00	400K	3.6M	1.58M
Jun 19, 2014	TRAFELET BROKAW CAPITAL MANAGEMENT, L.P.	SALE	5.00	250K	1.25M	0
Jun 19, 2014	DISANTO MARK	PURCHASE	5.00	46.05K	230.27K	108.3K
May 16, 2014	DWECK JACK	SALE	4.25	60K	255K	100K
May 16, 2014	DISANTO MARK	PURCHASE	4.25	60K	255K	60K
Apr 01, 2014	DISANTO MARK	PURCHASE	4.00	10K	40K	529.88K
Mar 24, 2014	DISANTO MARK	PURCHASE	4.00	100K	400K	529.88K
Mar 24, 2014	DWECK JACK	SALE	4.00	100K	400K	160K
Dec 09, 2013	DWECK JACK	SALE	4.00	62.5K	250K	107.59K
Aug 09, 2013	DWECK JACK	SALE	3.50	50K	175K	170.09K
Jun 27, 2013	TRAFELET CAPITAL MANAGEMENT, L.P.	PURCHASE	3.19	167.1K	533.05K	1.81M
Jun 10, 2013	DWECK JACK	SALE	3.50	80K	280K	220.09K
Nov 21, 2012	COHEN JEFFREY	PURCHASE	0.00	60K	-	260K
May 30, 2012	MIZRAHI ISAAC	SALE	3.00	93.33K	280K	1.43M
May 30, 2012	BURROUGHS SETH	PURCHASE	3.00	40K	120K	249.47K
May 08, 2012	MIZRAHI ISAAC	SALE	3.00	833K	2.5M	1.52M
May 03, 2012	DISANTO MARK	PURCHASE	3.00	100K	300K	125K
May 02, 2012	MIZRAHI ISAAC	SALE	3.00	266.67K	800K	2.35M
Dec 30, 2010	SYED FAHAD M	SALE	0.00	6.73M	20.2K	0
Jul 14, 2008	UTEK CORP	SALE	0.00	5K	20	7.1M
May 01, 2008	UTEK CORP	SALE	0.01	40.5K	405	7.1M
Oct 15, 2007	UTEK CORP	SALE	0.09	20K	1.8K	7.15M
Jun 08, 2006	NAZEM FRED F	PURCHASE	0.50	300K	150K	300K
Apr 19, 2006	NAZEM FRED F	PURCHASE	0.50	100K	50K	100K

Insider Transaction Summary (6 Months)

SHARESTRANS

PURCHASE397.47K5

SALES00

NET SHARES397.47K5

SHARES HELD2.12M5

% NET SHARES-81.22%0%

Frequently Asked Questions

Stock Outstanding Shares

ShortableYes

OptionableNo

Short Percent Of Outstanding Shares1.9

Short Percent Of Float2.35

Shares Outstanding4.76M

Shares Float3.37M

Shares Short90.28K

Short Ratio0.07

2.35%

Short % of Float

1.9%

Short % of Shares Outstanding

Market Insider

Investors cannot turn a blind eye to insiders as well as institutional ownership. They need to follow insider trades to determine the direction the stock is likely to take.

Major Holders Summary

32.49% Percentage of Shares held by All Insiders

16.08% Percentage of Shares held by All Institutions

23.82% Percentage of Float held by Institutions

Number of Institutions Holding Shares

Institutional Ownership

Date	Holder	% Stake	Shares Held	Total Value ($)	Shares	% Change in Portfolio
Sep 30, 2025	JB CAPITAL PARTNERS LP	0.62%	15K	26.4K	0	0
Jun 30, 2025	JB CAPITAL PARTNERS LP	0.63%	15K	27.15K	0	0
Jun 30, 2025	CORSAIR CAPITAL MANAGEMENT, L.P.	0%	0	-	-14.8K	-100.00%
Mar 31, 2025	MORGAN STANLEY	0%	0	-	-7K	-100.00%
Mar 31, 2025	VANGUARD GROUP INC	0%	0	-	-455.45K	-100.00%
Mar 31, 2025	GEODE CAPITAL MANAGEMENT, LLC	0%	0	-	-76.28K	-100.00%
Mar 31, 2025	STATE STREET CORP	0%	0	-	-10.8K	-100.00%
Mar 31, 2025		0%	0	-	-5	-100.00%
Mar 31, 2025	JPMORGAN CHASE & CO	0%	0	-	-32	-100.00%
Mar 31, 2025	COPPELL ADVISORY SOLUTIONS LLC	0%	0	-	-124	-100.00%
Mar 31, 2025	XTX TOPCO LTD	0%	0	-	-11.02K	-100.00%
Mar 31, 2025	REGENT PEAK WEALTH ADVISORS LLC	0%	0	-	-15K	-100.00%
Mar 31, 2025	MIRAMAR CAPITAL, LLC	0%	0	-	-71K	-100.00%
Mar 31, 2025	VIRTU FINANCIAL LLC	0%	0	-	-36.86K	-100.00%
Mar 31, 2025	TOWER RESEARCH CAPITAL LLC (TRC)	0%	0	-	-5.77K	-100.00%
Mar 31, 2025	LEVIN CAPITAL STRATEGIES, L.P.	0%	0	-	-50K	-100.00%
Mar 31, 2025	SUMMIT TRAIL ADVISORS, LLC	0%	0	-	-2.45M	-100.00%
Mar 31, 2025	AWM INVESTMENT COMPANY, INC.	0%	0	-	-769.23K	-100.00%
Mar 31, 2025	BANK OF AMERICA CORP /DE/	0%	0	-	-97	-100.00%
Mar 31, 2025	PERRITT CAPITAL MANAGEMENT INC	0%	0	-	-616.85K	-100.00%
Mar 31, 2025	JB CAPITAL PARTNERS LP	0.06%	15K	42.3K	0	0
Mar 31, 2025	CORSAIR CAPITAL MANAGEMENT, L.P.	0.06%	14.8K	41.74K	-133.21K	-90.00%
Mar 31, 2024	TWO SIGMA SECURITIES, LLC	0%	0	-	-26.28K	-100.00%
Mar 31, 2024	SUMMIT TRAIL ADVISORS, LLC	11.37%	2.24M	1.75M	550.45K	+32.53%
Mar 31, 2024	AWM INVESTMENT COMPANY, INC.	3.9%	769.23K	600K	769.23K	+100.00%
Mar 31, 2024	PERRITT CAPITAL MANAGEMENT INC	3.08%	606.86K	473.35K	145.83K	+31.63%
Mar 31, 2024	VANGUARD GROUP INC	2.31%	455.45K	355.25K	91.05K	+24.99%
Mar 31, 2024	LEVIN CAPITAL STRATEGIES, L.P.	0.56%	110K	85.8K	110K	+100.00%
Mar 31, 2024	JPMORGAN CHASE & CO	0%	34	27	17	+100.00%
Mar 31, 2024	CITADEL ADVISORS LLC	0.39%	76.93K	60K	38.3K	+99.16%
Mar 31, 2024	MIRAMAR CAPITAL, LLC	0.36%	71K	54.53K	0	0
Mar 31, 2024	GEODE CAPITAL MANAGEMENT, LLC	0.29%	57.71K	45.04K	2.95K	+5.38%
Mar 31, 2024	RENAISSANCE TECHNOLOGIES LLC	0.16%	31.2K	24K	3.97K	+14.59%
Mar 31, 2024	JB CAPITAL PARTNERS LP	0.08%	15K	11.7K	0	0
Mar 31, 2024	REGENT PEAK WEALTH ADVISORS LLC	0.08%	15K	11.7K	0	0
Mar 31, 2024	STATE STREET CORP	0.05%	10.8K	8.43K	-14.7K	-57.64%
Mar 31, 2024	TOWER RESEARCH CAPITAL LLC (TRC)	0.04%	7.42K	5.79K	4.9K	+194.17%
Mar 31, 2024	MORGAN STANLEY	0.04%	7K	5.46K	7K	+100.00%
Mar 31, 2024	UBS GROUP AG	0.02%	4.57K	3.57K	4.57K	+100.00%
Mar 31, 2024	WELLS FARGO & COMPANY/MN	0%	68	53	1	+1.49%
Mar 31, 2024	BANK OF AMERICA CORP /DE/	0%	0	-	-13	-100.00%
Mar 31, 2024	MARINER, LLC	0%	0	-	-98.1K	-100.00%
Mar 31, 2024	VIRTU FINANCIAL LLC	0%	0	-	-13.93K	-100.00%
Dec 31, 2023	SUMMIT TRAIL ADVISORS, LLC	8.57%	1.69M	2.18M	0	0
Dec 31, 2023	BLACKROCK INC.	0%	0	-	-315	-100.00%
Dec 31, 2023	BRIDGEWAY CAPITAL MANAGEMENT, LLC	0%	0	-	-49.4K	-100.00%
Dec 31, 2023	BANK OF AMERICA CORP /DE/	0%	13	17	13	+100.00%
Dec 31, 2023	JPMORGAN CHASE & CO	0%	17	22	5	+41.67%
Dec 31, 2023	WELLS FARGO & COMPANY/MN	0%	67	86	4	+6.35%
Dec 31, 2023	COPPELL ADVISORY SOLUTIONS LLC	0%	124	160	-128	-50.79%
Dec 31, 2023	TOWER RESEARCH CAPITAL LLC (TRC)	0.01%	2.52K	3.26K	944	+59.78%
Dec 31, 2023	VIRTU FINANCIAL LLC	0.07%	13.93K	18K	13.93K	+100.00%
Dec 31, 2023	REGENT PEAK WEALTH ADVISORS LLC	0.08%	15K	19.35K	0	0
Dec 31, 2023	JB CAPITAL PARTNERS LP	0.08%	15K	928.65K	0	0
Dec 31, 2023	STATE STREET CORP	0.13%	25.5K	32.9K	0	0
Dec 31, 2023	TWO SIGMA SECURITIES, LLC	0.13%	26.28K	33.9K	26.28K	+100.00%
Dec 31, 2023	RENAISSANCE TECHNOLOGIES LLC	0.14%	27.23K	35K	-8.47K	-23.73%
Dec 31, 2023	CITADEL ADVISORS LLC	0.2%	38.63K	49.83K	8.65K	+28.86%
Dec 31, 2023	GEODE CAPITAL MANAGEMENT, LLC	0.28%	54.77K	70.68K	0	0
Dec 31, 2023	MIRAMAR CAPITAL, LLC	0.36%	71K	91.59K	0	0
Dec 31, 2023	MARINER, LLC	0.5%	98.1K	126.55K	58K	+144.65%
Dec 31, 2023	VANGUARD GROUP INC	1.85%	364.4K	470.08K	0	0
Dec 31, 2023	PERRITT CAPITAL MANAGEMENT INC	2.33%	461.03K	594.72K	-24K	-4.95%
Dec 31, 2023	POTOMAC CAPITAL MANAGEMENT, INC.	3.95%	779.45K	1.01M	148.05K	+23.45%

Insiders

Insiders	Designation	Shares Held
UTEK CORP	10 percent owner	7.1M
TRAFELET CAPITAL MANAGEMENT, L.P.	10 percent owner	1.81M
BUCKINGHAM CAPITAL MANAGEMENT INC	10 percent owner	1.58M
MIZRAHI ISAAC	10 percent owner	1.43M
D LOREN ROBERT W	CEO and Chairman	687.3K
HILCO TRADING, LLC	10 percent owner	667.27K
HECKTMAN JEFFREY BRUCE	10 percent owner	667.27K
GARDINI MARISA	director	615.64K
HARAN JAMES	Chief Financial Officer	530.94K
BURROUGHS SETH	EVP of BD Treasurer Secretary	343.05K
DISANTO MARK	director	337.02K
NAZEM FRED F	10 percent owner	300K
COHEN JEFFREY	director	260K
DWECK JACK	director	100K
JONES EDWARD III	director	67.38K
SYED FAHAD M	Resigned as CEOas of 12/30/10	0
TRAFELET BROKAW CAPITAL MANAGEMENT, L.P.	10 percent owner	0

Buying/Selling by Insiders

Date	Insider	Type	Cost	Shares	Value ($)	Shares Total
Dec 17, 2025	D LOREN ROBERT W	PURCHASE	1.17	81.47K	94.91K	687.3K
Dec 05, 2025	DISANTO MARK	PURCHASE	0.35	50K	17.5K	337.02K
Dec 05, 2025	D LOREN ROBERT W	PURCHASE	0.35	50K	17.5K	605.83K
Aug 04, 2025	D LOREN ROBERT W	PURCHASE	1.10	124.2K	136.62K	383.89K
Aug 04, 2025	DISANTO MARK	PURCHASE	1.10	91.8K	100.98K	102.7K
Mar 15, 2024	D LOREN ROBERT W	PURCHASE	0.65	146.25K	95.06K	1.89M
Mar 15, 2024	DISANTO MARK	PURCHASE	0.65	146.25K	95.06K	1.17M
Mar 15, 2024	BURROUGHS SETH	PURCHASE	0.65	32.5K	21.13K	343.05K
Dec 10, 2020	D LOREN ROBERT W	PURCHASE	1.07	21.24K	22.76K	1.42M
Dec 09, 2020	D LOREN ROBERT W	PURCHASE	1.06	18.38K	19.41K	1.4M
Oct 13, 2020	D LOREN ROBERT W	PURCHASE	0.78	12K	9.36K	1.39M
Oct 12, 2020	D LOREN ROBERT W	PURCHASE	0.79	1.4K	1.11K	1.38M
Oct 09, 2020	D LOREN ROBERT W	PURCHASE	0.77	12K	9.24K	1.38M
Oct 08, 2020	D LOREN ROBERT W	PURCHASE	0.75	4K	3K	1.37M
Sep 28, 2020	DISANTO MARK	PURCHASE	0.72	10K	7.2K	1.02M
Sep 25, 2020	DISANTO MARK	PURCHASE	0.68	10K	6.8K	1.01M
Sep 24, 2020	DISANTO MARK	PURCHASE	0.67	10K	6.7K	1M
Sep 18, 2020	D LOREN ROBERT W	PURCHASE	0.70	3K	2.1K	607.32K
Sep 15, 2020	DISANTO MARK	PURCHASE	0.70	10K	7K	991.11K
Sep 08, 2020	DISANTO MARK	PURCHASE	0.76	609	462.84	981.11K
Jul 14, 2020	DISANTO MARK	PURCHASE	0.78	5K	3.9K	980.5K
Jul 13, 2020	DISANTO MARK	PURCHASE	0.78	5.25K	4.09K	975.5K
Jul 10, 2020	DISANTO MARK	PURCHASE	0.78	5K	3.9K	970.25K
May 29, 2020	DISANTO MARK	PURCHASE	0.81	5K	4.05K	965.25K
May 29, 2020	D LOREN ROBERT W	PURCHASE	0.80	10K	8K	604.32K
May 21, 2020	DISANTO MARK	PURCHASE	0.87	5K	4.35K	20.5K
May 21, 2020	D LOREN ROBERT W	PURCHASE	0.92	7.5K	6.9K	1.43M
May 20, 2020	D LOREN ROBERT W	PURCHASE	0.99	6.7K	6.64K	1.42M
May 19, 2020	D LOREN ROBERT W	PURCHASE	0.73	2.12K	1.54K	1.42M
May 15, 2020	D LOREN ROBERT W	PURCHASE	0.68	1K	680	1.42M
May 15, 2020	DISANTO MARK	PURCHASE	0.55	10.5K	5.78K	108.04K
May 13, 2020	DISANTO MARK	PURCHASE	0.65	5K	3.25K	867.71K
May 13, 2020	D LOREN ROBERT W	PURCHASE	0.66	5.21K	3.44K	1.41M
May 12, 2020	D LOREN ROBERT W	PURCHASE	0.71	2.43K	1.73K	1.41M
May 11, 2020	DISANTO MARK	PURCHASE	0.72	5K	3.6K	862.71K
May 11, 2020	D LOREN ROBERT W	PURCHASE	0.71	1.24K	880.4	1.41M
May 08, 2020	D LOREN ROBERT W	PURCHASE	0.73	4.5K	3.29K	1.41M
May 07, 2020	D LOREN ROBERT W	PURCHASE	0.72	3.98K	2.87K	1.4M
May 06, 2020	D LOREN ROBERT W	PURCHASE	0.63	3.5K	2.21K	1.4M
May 06, 2020	DISANTO MARK	PURCHASE	0.69	1.16K	801.78	857.71K
May 05, 2020	D LOREN ROBERT W	PURCHASE	0.72	4.87K	3.51K	1.39M
May 01, 2020	D LOREN ROBERT W	PURCHASE	0.91	500	455	1.39M
Apr 30, 2020	D LOREN ROBERT W	PURCHASE	0.73	403	294.19	1.39M
Apr 29, 2020	D LOREN ROBERT W	PURCHASE	0.75	559	419.25	1.39M
Apr 28, 2020	D LOREN ROBERT W	PURCHASE	0.75	2.7K	2.03K	1.39M
Apr 22, 2020	D LOREN ROBERT W	PURCHASE	0.55	2.81K	1.54K	1.38M
Apr 21, 2020	D LOREN ROBERT W	PURCHASE	0.52	6.45K	3.36K	1.38M
Apr 20, 2020	D LOREN ROBERT W	PURCHASE	0.55	8K	4.4K	1.38M
Apr 17, 2020	D LOREN ROBERT W	PURCHASE	0.55	1.6K	880	1.37M
Apr 16, 2020	D LOREN ROBERT W	PURCHASE	0.55	1.96K	1.08K	1.37M
Mar 12, 2019	D LOREN ROBERT W	PURCHASE	1.50	42.05K	63.07K	1.23M
Feb 28, 2019	D LOREN ROBERT W	PURCHASE	1.71	200	341	1.19M
Feb 27, 2019	D LOREN ROBERT W	PURCHASE	1.74	1.2K	2.09K	1.19M
Feb 26, 2019	D LOREN ROBERT W	PURCHASE	1.49	1.3K	1.94K	1.19M
Feb 25, 2019	D LOREN ROBERT W	PURCHASE	1.45	2K	2.9K	1.19M
Feb 22, 2019	D LOREN ROBERT W	PURCHASE	1.41	2.46K	3.47K	1.18M
Sep 13, 2017	HILCO TRADING, LLC	PURCHASE	2.95	200	590	667.27K
Sep 13, 2017	HECKTMAN JEFFREY BRUCE	PURCHASE	2.95	200	590	667.27K
Sep 12, 2017	HECKTMAN JEFFREY BRUCE	PURCHASE	2.90	100	290	667.07K
Sep 12, 2017	HILCO TRADING, LLC	PURCHASE	2.90	100	290	667.07K
Sep 11, 2017	HILCO TRADING, LLC	PURCHASE	2.95	300	885	666.97K
Sep 11, 2017	HECKTMAN JEFFREY BRUCE	PURCHASE	2.95	300	885	666.97K
Sep 07, 2017	HECKTMAN JEFFREY BRUCE	PURCHASE	3.05	2.55K	7.77K	2.55K
Aug 17, 2017	JONES EDWARD III	SALE	4.14	7.5K	31.06K	67.38K
Dec 16, 2015	HARAN JAMES	SALE	7.25	1K	7.25K	530.94K
Dec 15, 2015	HARAN JAMES	SALE	7.25	256	1.86K	531.94K
Dec 14, 2015	HARAN JAMES	SALE	7.38	7.68K	56.67K	532.2K
Dec 10, 2015	HARAN JAMES	SALE	7.50	336	2.52K	539.87K
Apr 08, 2015	GARDINI MARISA	SALE	8.00	100	800	615.64K
Dec 22, 2014	BUCKINGHAM CAPITAL MANAGEMENT INC	PURCHASE	9.00	400K	3.6M	1.58M
Jun 19, 2014	TRAFELET BROKAW CAPITAL MANAGEMENT, L.P.	SALE	5.00	250K	1.25M	0
Jun 19, 2014	DISANTO MARK	PURCHASE	5.00	46.05K	230.27K	108.3K
May 16, 2014	DWECK JACK	SALE	4.25	60K	255K	100K
May 16, 2014	DISANTO MARK	PURCHASE	4.25	60K	255K	60K
Apr 01, 2014	DISANTO MARK	PURCHASE	4.00	10K	40K	529.88K
Mar 24, 2014	DISANTO MARK	PURCHASE	4.00	100K	400K	529.88K
Mar 24, 2014	DWECK JACK	SALE	4.00	100K	400K	160K
Dec 09, 2013	DWECK JACK	SALE	4.00	62.5K	250K	107.59K
Aug 09, 2013	DWECK JACK	SALE	3.50	50K	175K	170.09K
Jun 27, 2013	TRAFELET CAPITAL MANAGEMENT, L.P.	PURCHASE	3.19	167.1K	533.05K	1.81M
Jun 10, 2013	DWECK JACK	SALE	3.50	80K	280K	220.09K
Nov 21, 2012	COHEN JEFFREY	PURCHASE	0.00	60K	-	260K
May 30, 2012	MIZRAHI ISAAC	SALE	3.00	93.33K	280K	1.43M
May 30, 2012	BURROUGHS SETH	PURCHASE	3.00	40K	120K	249.47K
May 08, 2012	MIZRAHI ISAAC	SALE	3.00	833K	2.5M	1.52M
May 03, 2012	DISANTO MARK	PURCHASE	3.00	100K	300K	125K
May 02, 2012	MIZRAHI ISAAC	SALE	3.00	266.67K	800K	2.35M
Dec 30, 2010	SYED FAHAD M	SALE	0.00	6.73M	20.2K	0
Jul 14, 2008	UTEK CORP	SALE	0.00	5K	20	7.1M
May 01, 2008	UTEK CORP	SALE	0.01	40.5K	405	7.1M
Oct 15, 2007	UTEK CORP	SALE	0.09	20K	1.8K	7.15M
Jun 08, 2006	NAZEM FRED F	PURCHASE	0.50	300K	150K	300K
Apr 19, 2006	NAZEM FRED F	PURCHASE	0.50	100K	50K	100K

Insider Transaction Summary (6 Months)

SHARESTRANS

PURCHASE397.47K5

SALES00

NET SHARES397.47K5

SHARES HELD2.12M5

% NET SHARES-81.22%0%

XELB Stock Ownership Breakdown

Xcel Brands

Stock Outstanding Shares

Market Insider

Institutional Ownership

Insiders

Buying/Selling by Insiders

Insider Transaction Summary (6 Months)

Frequently Asked Questions

Stock Outstanding Shares

Market Insider

Institutional Ownership

Insiders

Buying/Selling by Insiders

Insider Transaction Summary (6 Months)

Frequently Asked Questions