XELBNasdaqPatent Owners & LessorsFiscal year ends December 31
XCel Brands, Inc.
Financials through Q2 FY2026, quarter ended Jun 30, 2026Last filing: 10-Q on Aug 13, 2026
$0.43−0.00 (-0.95%)
Close on Oct 19, 2026
- Market cap
- $2.62M
- P/E (TTM)
- –
- Dividend yield
- –
Ownership
Institutional holdings as of Jun 30, 2026, from 13F filings
Held by institutions
11.5%
1M of 7M shares
Institutional holders
11
3 new, 0 sold out
Net institutional buying
-0M
In Q2 2026
Insider trades, 12 months
8 buys · 0 sales
Net bought $164.44K
Shares held by institutions
Holders of more than 5%
Latest Schedule 13D (active) or 13G (passive) filed by each holder
| Holder | Shares | % of class | Filing | As of |
|---|---|---|---|---|
| Robert W. D'Loren | 911,362 | 19.00% | 13D (active) amendment | Aug 1, 2025 |
| Paul J. Solit | 584,806 | 9.99% | 13G (passive) amendment | Dec 31, 2025 |
| Mark DiSanto | 354,174 | 7.40% | 13D (active) amendment | Aug 1, 2025 |
| Summit Trail Advisors, LLC | 3,410,580 | 5.50% | 13G (passive) | Dec 31, 2023 |
Top institutional holders
13F holdings as of Jun 30, 2026
| Holder | Shares | % of XELB | Value | Change | % of portfolio |
|---|---|---|---|---|---|
| Summit Trail Advisors, LLC | 331,436 | 5.05% | $596.59K | – | 0.01% |
| Potomac Capital Management, Inc. | 250,058 | 3.81% | $450.10K | −158,342 | 0.31% |
| Citadel Advisors LLC | 48,293 | 0.74% | $86.93K | +4,780 | 0.00% |
| Geode Capital Management, LLC | 27,817 | 0.42% | $50.08K | −30,052 | 0.00% |
| Vanguard Capital Management LLC | 27,759 | 0.42% | $49.97K | +19,983 | 0.00% |
| Vanguard Fiduciary Trust Co | 27,400 | 0.42% | $49.32K | New | 0.00% |
| Two Sigma Investments, LP | 16,518 | 0.25% | $29.73K | −587 | 0.00% |
| Susquehanna International Group, Llp | 11,985 | 0.18% | $21.57K | New | 0.00% |
| Morgan Stanley | 10,000 | 0.15% | $18.00K | – | 0.00% |
| UBS Group AG | 1,675 | 0.03% | $3.02K | +1,197 | 0.00% |
| Caitong International Asset Management Co., Ltd | 2 | 0.00% | $4 | New | 0.00% |
Institutional buying and selling by quarter
Positions opened, added to, reduced and closed by 13F filers
| Quarter | Holders | Shares held | % of shares | New / added | Reduced / closed | Shares bought | Shares sold |
|---|---|---|---|---|---|---|---|
| Q2 2026 | 11 | 1M | 11.5% | 3 / 3 | 3 / 0 | 0M | 0M |
| Q1 2026 | 8 | 1M | 13.4% | 2 / 2 | 2 / 4 | 0M | 0M |
| Q4 2025 | 10 | 1M | 12.8% | 4 / 5 | 0 / 3 | 0M | 0M |
| Q3 2025 | 9 | 0M | 6.6% | 2 / 3 | 1 / 4 | 0M | 0M |
| Q2 2025 | 11 | 0M | 5.6% | 4 / 2 | 3 / 1 | 0M | 0M |
| Q1 2025 | 8 | 0M | 4.7% | 8 / 0 | 0 / 0 | 0M | 0M |
Top mutual fund and ETF holders
Latest monthly portfolio reports (Form N-PORT)
| Fund | Shares | % of XELB | Value | % of fund | As of |
|---|---|---|---|---|---|
| Fidelity Extended Market Index Fund | 42,822 | 0.65% | $95.49K | 0.00% | May 31, 2026 |
| Vanguard Extended Market Index Fund | 10,846 | 0.17% | $19.52K | 0.00% | Jun 30, 2026 |
| Fidelity Series Total Market Index Fund | 4,127 | 0.06% | $9.20K | 0.00% | May 31, 2026 |
| Dimensional US Core Equity 1 ETF | 1,676 | 0.03% | $1.98K | 0.00% | Jul 31, 2026 |
| Fidelity Nasdaq Composite Index Fund | 428 | 0.01% | $954 | 0.00% | May 31, 2026 |
| U.S. Vector Equity Portfolio | 300 | 0.00% | $354 | 0.00% | Jul 31, 2026 |
| Dimensional U.S. Core Equity 2 ETF | 109 | 0.00% | $129 | 0.00% | Jul 31, 2026 |
Officers, directors and major owners
People who filed Forms 3, 4 or 5 in the last two years
| Name | Role | Shares owned | % of shares | Latest filing |
|---|---|---|---|---|
| Loren Robert W. D | CEO and Chairman, Director, 10% owner | 893,293 | 13.62% | Sep 2, 2026 |
| Seth Burroughs | EVP of BD Treasurer Secretary | 65,314 | 1.00% | Dec 5, 2025 |
| James Haran | Chief Financial Officer | 20,401 | 0.31% | Dec 5, 2025 |
| Howard M. Liebman | Director | 21,644 | 0.33% | Apr 22, 2026 |
| James D. Fielding | Director | 13,250 | 0.20% | Apr 22, 2026 |
| Deborah Weinswig | Director | 14,850 | 0.23% | Apr 22, 2026 |
| Mark DiSanto | Director | 381,185 | 5.81% | Apr 22, 2026 |
Insider trades
Common stock transactions reported on Form 4, newest first
| Insider | Date | Transaction | Shares | Price | Value | Shares after |
|---|---|---|---|---|---|---|
| Loren Robert W. D CEO and Chairman, Director, 10% owner | Aug 31, 2026 | Award | +31,846 | $0.93 | $29.62K | 832,562 |
| Loren Robert W. D CEO and Chairman, Director, 10% owner | Aug 31, 2026 | Tax withholding | −14,713 | $0.93 | $13.68K | 817,849 |
| Loren Robert W. D CEO and Chairman, Director, 10% owner | Aug 28, 2026 | Buy | +3,500 | $0.96 | $3.36K | 800,716 |
| Loren Robert W. D CEO and Chairman, Director, 10% owner | Aug 27, 2026 | Buy | +2,000 | $0.96 | $1.92K | 797,216 |
| Loren Robert W. D CEO and Chairman, Director, 10% owner | Aug 26, 2026 | Buy | +10,000 | $0.96 | $9.60K | 795,216 |
| Loren Robert W. D CEO and Chairman, Director, 10% owner | Aug 24, 2026 | Buy | +10,000 | $0.88 | $8.80K | 785,216 |
| Loren Robert W. D CEO and Chairman, Director, 10% owner | Aug 21, 2026 | Buy | +12,000 | $0.87 | $10.44K | 775,216 |
| Loren Robert W. D CEO and Chairman, Director, 10% owner | Jul 31, 2026 | Tax withholding | −11,402 | $1.80 | $20.52K | 763,216 |
| Loren Robert W. D CEO and Chairman, Director, 10% owner | Jul 31, 2026 | Award | +24,681 | $1.80 | $44.43K | 774,618 |
| Loren Robert W. D CEO and Chairman, Director, 10% owner | Jun 30, 2026 | Tax withholding | −7,454 | $1.80 | $13.42K | 749,937 |
| Loren Robert W. D CEO and Chairman, Director, 10% owner | Jun 30, 2026 | Award | +16,454 | $1.80 | $29.62K | 757,391 |
| Loren Robert W. D CEO and Chairman, Director, 10% owner | May 29, 2026 | Tax withholding | −6,168 | $2.13 | $13.14K | 740,937 |
| Loren Robert W. D CEO and Chairman, Director, 10% owner | May 29, 2026 | Award | +13,617 | $2.13 | $29.00K | 747,105 |
| Loren Robert W. D CEO and Chairman, Director, 10% owner | Apr 30, 2026 | Award | +13,905 | $2.13 | $29.62K | 740,350 |
| Loren Robert W. D CEO and Chairman, Director, 10% owner | Apr 30, 2026 | Tax withholding | −6,862 | $2.13 | $14.62K | 733,488 |
| Loren Robert W. D CEO and Chairman, Director, 10% owner | Apr 20, 2026 | Award | +13,222 | $2.24 | $29.62K | 733,254 |
| Loren Robert W. D CEO and Chairman, Director, 10% owner | Apr 20, 2026 | Tax withholding | −6,809 | $2.24 | $15.25K | 726,445 |
| Howard M. Liebman Director | Apr 20, 2026 | Award | +1,250 | – | – | 21,644 |
| Deborah Weinswig Director | Apr 20, 2026 | Award | +1,250 | – | – | 14,850 |
| Mark DiSanto Director | Apr 20, 2026 | Award | +1,250 | – | – | 44,167 |
| James D. Fielding Director | Apr 20, 2026 | Award | +1,250 | – | – | 13,250 |
| Loren Robert W. D CEO and Chairman, Director, 10% owner | Apr 14, 2026 | Award | +1,742 | $1.44 | $2.51K | 1,742 |
| Loren Robert W. D CEO and Chairman, Director, 10% owner | Feb 27, 2026 | Tax withholding | −10,519 | $1.45 | $15.25K | 720,032 |
| Loren Robert W. D CEO and Chairman, Director, 10% owner | Feb 27, 2026 | Award | +20,425 | $1.45 | $29.62K | 730,551 |
| Howard M. Liebman Director | Feb 23, 2026 | Returned to company | −777 | $2.03 | $1.58K | 19,617 |
| Loren Robert W. D CEO and Chairman, Director, 10% owner | Feb 2, 2026 | Award | +20,147 | $1.47 | $29.62K | 720,502 |
| Loren Robert W. D CEO and Chairman, Director, 10% owner | Feb 2, 2026 | Tax withholding | −10,376 | $1.47 | $15.25K | 710,126 |
| Loren Robert W. D CEO and Chairman, Director, 10% owner | Jan 2, 2026 | Award | +26,924 | $1.10 | $29.62K | 714,221 |
| Loren Robert W. D CEO and Chairman, Director, 10% owner | Jan 2, 2026 | Tax withholding | −13,866 | $1.10 | $15.25K | 700,355 |
| Howard M. Liebman Director | Dec 30, 2025 | Returned to company | −2,839 | $1.16 | $3.29K | 20,394 |
| Loren Robert W. D CEO and Chairman, Director, 10% owner | Dec 17, 2025 | Buy | +81,466 | $1.17 | $95.32K | 687,297 |
| Mark DiSanto Director | Dec 5, 2025 | Buy | +50,000 | $0.35 | $17.50K | 337,018 |
| Loren Robert W. D CEO and Chairman, Director, 10% owner | Dec 5, 2025 | Buy | +50,000 | $0.35 | $17.50K | 605,831 |
| Howard M. Liebman Director | Dec 3, 2025 | Award | +11,617 | – | – | 23,233 |
| James D. Fielding Director | Dec 3, 2025 | Award | +6,000 | – | – | 12,000 |
| Deborah Weinswig Director | Dec 3, 2025 | Award | +6,800 | – | – | 13,600 |
| Mark DiSanto Director | Dec 3, 2025 | Award | +20,000 | $0.94 | $18.80K | 42,917 |
| Mark DiSanto Director | Dec 3, 2025 | Award | +15,167 | $0.94 | $14.26K | 22,917 |
| Loren Robert W. D CEO and Chairman, Director, 10% owner | Dec 3, 2025 | Tax withholding | −14,556 | $0.94 | $13.68K | 530,831 |
| Loren Robert W. D CEO and Chairman, Director, 10% owner | Dec 3, 2025 | Award | +25,000 | $0.94 | $23.50K | 555,831 |
| Loren Robert W. D CEO and Chairman, Director, 10% owner | Dec 3, 2025 | Award | +31,507 | $0.94 | $29.62K | 545,387 |
| Loren Robert W. D CEO and Chairman, Director, 10% owner | Oct 31, 2025 | Tax withholding | −10,859 | $1.26 | $13.68K | 513,880 |
| Loren Robert W. D CEO and Chairman, Director, 10% owner | Oct 31, 2025 | Award | +23,505 | $1.26 | $29.62K | 524,739 |
| Loren Robert W. D CEO and Chairman, Director, 10% owner | Sep 30, 2025 | Tax withholding | −7,774 | $1.76 | $13.68K | 501,234 |
| Loren Robert W. D CEO and Chairman, Director, 10% owner | Sep 30, 2025 | Award | +16,828 | $1.76 | $29.62K | 509,008 |
| Seth Burroughs EVP of BD Treasurer Secretary | Aug 29, 2025 | Tax withholding | −4,092 | $1.40 | $5.73K | 65,314 |
| Seth Burroughs EVP of BD Treasurer Secretary | Aug 29, 2025 | Award | +8,110 | $1.40 | $11.35K | 69,406 |
| Loren Robert W. D CEO and Chairman, Director, 10% owner | Aug 29, 2025 | Tax withholding | −9,773 | $1.40 | $13.68K | 492,180 |
| Loren Robert W. D CEO and Chairman, Director, 10% owner | Aug 29, 2025 | Award | +21,155 | $1.40 | $29.62K | 501,953 |
| Loren Robert W. D CEO and Chairman, Director, 10% owner | Aug 15, 2025 | Tax withholding | −12,669 | $1.08 | $13.68K | 480,798 |
| Loren Robert W. D CEO and Chairman, Director, 10% owner | Aug 15, 2025 | Award | +27,423 | $1.08 | $29.62K | 493,467 |
| Seth Burroughs EVP of BD Treasurer Secretary | Aug 15, 2025 | Tax withholding | −5,304 | $1.08 | $5.73K | 61,296 |
| Seth Burroughs EVP of BD Treasurer Secretary | Aug 15, 2025 | Award | +10,512 | $1.08 | $11.35K | 66,600 |
| Loren Robert W. D CEO and Chairman, Director, 10% owner | Aug 4, 2025 | Award | +85,159 | $1.38 | $117.52K | 469,044 |
| Loren Robert W. D CEO and Chairman, Director, 10% owner | Aug 4, 2025 | Buy | +124,200 | $1.10 | $136.62K | 383,885 |
| Mark DiSanto Director | Aug 4, 2025 | Buy | +91,800 | $1.10 | $100.98K | 102,700 |
| Mark DiSanto Director | Aug 4, 2025 | Award | +60,883 | $1.38 | $84.02K | 163,583 |
| Seth Burroughs EVP of BD Treasurer Secretary | Jun 30, 2025 | Tax withholding | −3,497 | $1.81 | $6.33K | 56,088 |
| Seth Burroughs EVP of BD Treasurer Secretary | Jun 30, 2025 | Award | +6,273 | $1.81 | $11.35K | 59,585 |
| Loren Robert W. D CEO and Chairman, Director, 10% owner | Jun 30, 2025 | Tax withholding | −7,412 | $1.81 | $13.42K | 259,685 |
Awards, option exercises, tax withholding and gifts are shown alongside open-market buys and sales. Each name links to the filing on SEC EDGAR.