Funds holding Xcel Brands Inc
ISIN US98400M2008 · United States
- Fund holders
- 7
- Of which ETFs
- 2 5 other funds
- Value held
- 127.6K $
- Share of capital
- 0.9 % of 6.6M shares on Aug 2, 2026
| Fund | Shares | Value | Weight in fund | Share of capital | |
|---|---|---|---|---|---|
| Fidelity Extended Market Index Fund Fidelity Concord Street Trust | 42,822 | 95.5K $ | 0.00 % | 0.65 % | as of May 31, 2026 ↗ |
| VANGUARD EXTENDED MARKET INDEX FUND VANGUARD INDEX FUNDS | 10,846 | 19.5K $ | 0.17 % | as of Jun 30, 2026 ↗ | |
| Fidelity Series Total Market Index Fund Fidelity Concord Street Trust | 4,127 | 9.2K $ | 0.06 % | as of May 31, 2026 ↗ | |
| Dimensional US Core Equity 1 ETF Dimensional ETF Trust | 1,676 | 2K $ | 0.00 % | 0.03 % | as of Jul 31, 2026 ↗ |
| Fidelity Nasdaq Composite Index Fund Fidelity Concord Street Trust | 428 | 954.4 $ | 0.01 % | as of May 31, 2026 ↗ | |
| U.S. VECTOR EQUITY PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC | 300 | 354 $ | 0.00 % | as of Jul 31, 2026 ↗ | |
| Dimensional U.S. Core Equity 2 ETF Dimensional ETF Trust | 109 | 128.6 $ | 0.00 % | as of Jul 31, 2026 ↗ |
The funds most exposed to it
The weight is the share of a fund's net assets. The holders table ranks funds by number of shares. This one ranks them by the weight of the company in each fund.
| Fund | Weight in fund | |
|---|---|---|
| Fidelity Extended Market Index Fund Fidelity Concord Street Trust | 0.00 % | as of May 31, 2026 ↗ |
| Dimensional US Core Equity 1 ETF Dimensional ETF Trust | 0.00 % | as of Jul 31, 2026 ↗ |
Quarter after quarter
Each row is one quarter of SEC filings, newest first. The change compares each quarter with the one before.
| Quarter | Holders | Change | Shares | Change |
|---|---|---|---|---|
| 2026Q3 | 7 | +3 | 60,308 | +204.9 % |
| 2026Q2 | 4 | 0 | 19,778 | +10.7 % |
| 2026Q1 | 4 | 0 | 17,874 | 0.0 % |
| 2025Q4 | 4 | -1 | 17,874 | -73.4 % |
| 2025Q3 | 5 | +2 | 67,140 | -16.5 % |
| 2025Q2 | 3 | 80,365 |
Institutional managers
7 managers declare this company to the SEC (Form 13F).
| Manager | Shares | Value | |
|---|---|---|---|
| Potomac Capital Management, Inc. | 408,400 | 633K $ | as of Mar 31, 2026 |
| Summit Trail Advisors, LLC | 331,436 | 513.7K $ | as of Mar 31, 2026 |
| GEODE CAPITAL MANAGEMENT, LLC | 57,869 | 89.7K $ | as of Mar 31, 2026 |
| CITADEL ADVISORS LLC | 43,513 | 67.4K $ | as of Mar 31, 2026 |
| TWO SIGMA INVESTMENTS, LP | 17,105 | 26.5K $ | as of Mar 31, 2026 |
| MORGAN STANLEY | 10,000 | 15.5K $ | as of Mar 31, 2026 |
| UBS Group AG | 478 | 741 $ | as of Mar 31, 2026 |
Cite this page
Titelia. "Funds holding Xcel Brands Inc". https://titelia.com/en/stocks/xcel-brands-inc-US98400M2008