Funds holding XCEL BRANDS INC
ISIN US98400M2008 · United States
- Fund holders
- 4
- Of which ETFs
- 0 4 other funds
- Value held
- 29.5K $
- Share of capital
- 0.3 % 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 | 8,972 | 13K $ | 0.14 % | as of Feb 28, 2026 ↗ | |
| VANGUARD EXTENDED MARKET INDEX FUND VANGUARD INDEX FUNDS | 7,776 | 12.1K $ | 0.12 % | as of Mar 31, 2026 ↗ | |
| Fidelity Series Total Market Index Fund Fidelity Concord Street Trust | 2,602 | 3.8K $ | 0.04 % | as of Feb 28, 2026 ↗ | |
| Fidelity Nasdaq Composite Index Fund Fidelity Concord Street Trust | 428 | 620.6 $ | 0.01 % | as of Feb 28, 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 |
|---|---|---|---|---|
| 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