HolderBook

XWELL INC (XWEL)

Institutional ownership reported to the SEC as of Q2 2026, across 27 quarters.

24
Reporting holders
$575.1K
Reported value
6.4%
Of shares outstanding
0.0%
Held as options
+5
Holder change

Institutions report 552,982 shares against 8,589,266 outstanding. Shares only - option lines are excluded, which is why this can be compared with the company at all. The count comes from the cover page of the company's own most recent report, so it is dated when that was filed rather than at quarter end.

Options share is the part of reported value carried in derivative lines rather than shares. A high figure means institutions are expressing a view on this security without owning much of it.

Holders

FilerValueShares Their book Held Change
CITADEL ADVISORS LLC$121.7K117,0220.00%newNEW
Wealthspire Advisors, LLC$109.3K105,1020.00%newNEW
BlackRock, Inc.$85.3K81,9900.00%8qHELD
GEODE CAPITAL MANAGEMENT, LLC$58.3K56,0690.00%12q-17.0%-$11.9K
VANGUARD CAPITAL MANAGEMENT LLC$53.4K51,3100.00%2qHELD
XTX Topco Ltd$34.1K32,7700.00%newNEW
JANE STREET GROUP, LLC$32.5K31,2160.00%2q-62.0%-$53.0K
VANGUARD FIDUCIARY TRUST CO$24.3K23,3800.00%2qHELD
Integrated Wealth Concepts LLC$21.5K20,7040.00%12q+100.0%+$10.8K
STATE STREET CORP$16.8K16,1440.00%12qHELD
CITIGROUP INC$6.4K6,1910.00%4q+140.3%+$3.8K
Tower Research Capital LLC (TRC)$6.0K5,7540.00%12q+26.8%+$1.3K
MORGAN STANLEY$2.8K2,7010.00%12q-87.7%-$20.0K
Vanguard Global Advisers, LLC$2.5K2,3830.00%2qHELD
Strategic Wealth Partners, Ltd.$101970.00%5qHELD
Allworth Financial LP$69660.00%3qHELD
Activest Wealth Management$52500.00%9qHELD
SBI Securities Co., Ltd.$16150.00%7qHELD
Caitong International Asset Management Co., Ltd$880.00%2q+300.0%
Bogart Wealth, LLC$330.00%2qHELD
Steward Partners Investment Advisory, LLC$330.00%newNEW
MERCER GLOBAL ADVISORS INC /ADV$220.00%newNEW
BARCLAYS PLC$110.00%newNEW
ROYAL BANK OF CANADA$010.00%newNEW

Five percent filings

Anyone crossing 5% of a company must say so within days - far sooner than the next quarterly holdings report. A 13D declares an intent to influence the company; a 13G is the passive version. See all activist filings →

FiledFormFiler % of class
2026-08-1313G/ARichard Abbewith 2 co-filers5.5%
2026-08-1213G/AIroquois Capital Management, LLCwith 2 co-filers0.0%
2026-08-0413DBruce Bernstein INDIVIDUAL6.9%

Quarter by quarter

Coverage begins with the quarter ending 2018-12-31. Earlier filings exist only as occasional late amendments, too sparse to describe a market, so they are not shown.

QuarterHoldersValue SharesNewAdded TrimmedOptions
Q2 202624$575.1K552,9827430.0%
Q1 202619$433.1K376,5893330.0%
Q4 202519$151.0K325,1664420.0%
Q3 202517$262.0K266,2494120.0%
Q2 202515$246.4K262,3112330.0%
Q1 202516$274.9K269,4833230.0%
Q4 202415$492.2K326,9233220.0%
Q3 202415$705.1K407,5553330.0%
Q2 202412$486.1K270,0191340.0%
Q1 202416$515.2K306,4173350.0%
Q4 202316$840.8K363,87615124.9%
Q3 202317$1.2M408,354200022.9%
Q2 202324$1.8M8,709,2512294.2%
Q1 202326$3.3M8,827,7714484.7%
Q4 202228$3.4M8,404,61263710.6%
Q3 202241$9.3M10,231,466481016.2%
Q2 202249$10.5M12,582,610851817.3%
Q1 202251$19.0M13,607,7171291319.3%
Q4 202157$46.3M16,784,37412101326.8%
Q3 202160$29.9M13,993,8081411831.3%
Q2 202153$28.7M11,684,3511510937.3%
Q1 202154$30.1M9,212,02920111143.7%
Q4 202043$18.6M11,512,5581914126.3%
Q3 202034$11.6M4,384,7231611125.3%
Q2 202031$8.8M1,896,81934009.9%
Q1 20191$6.0K0100100.0%
Q4 20181$1.0K0000100.0%