$XWEL

$0.75 +$0.07 (10.48%) Close

$XWEL Overview Financial Statements SEC Filings Executives News Red Flags Capital Raising Ownership Insider Transactions Congressional Trades

Ownership

13F as of Q2 2026 · 8.6M shares outstanding

Who owns XWEL?

By type of holder

Institutions 6.3% Insiders 22.8% Everyone else 70.9%

Concentration Top 10 holders own 34.6%

American Ventures LLC, Series XXIV XWELL 11.6% · Bruce Bernstein 7.0%

Institutional ownership

6.3%

+1.9 pts vs last qtr

Institutional holders

+3 vs last qtr

Net shares bought

+166.0K

by institutions in Q2 2026

New / sold out

5 / 2

positions opened vs closed

How is ownership changing?

Institutions, last 8 quarters

Biggest buyers in Q2 2026

Citadel Advisors LLC NEW +117.0K
Wealthspire Advisors, LLC NEW +105.1K

Biggest sellers in Q2 2026

Jane Street Group, LLC −50.9K
Morgan Stanley −19.2K

Who is planning to sell?

No insider has filed a notice of proposed sale (Form 144) for XWELL Inc in the last 12 months.

Is your stake being diluted?

Diluted share count, FY2022–FY2025

+18.7%

+5.89% a year

Each share's claim on the business

−15.8%

shrank without buying or selling a share

Spent on buybacks vs paid in stock

$23.8M vs $8.06M

over 4 fiscal years

Diluted shares, split-adjusted

Buybacks Stock-based comp

How patient are the owners?

Institutional shares by how long they've been held

5+ years0% 3–5 years0% 1–3 years46% Under 1 year54%

Quarterly turnover

46.9%

of institutional shares changed hands

Top 10 managers, median time held

2.8 years

Super Investors

Investment managers reporting XWEL on Form 13F

Holder	Shares	% of company	Change vs last qtr	Held since	% of their book
CA Citadel Advisors LLC	117.0K	1.36%	NEW	Q2 '26	0.0%
Shares held by quarter Peak holding117.0K (Q2'26) Change over 8 quarters+117.0K Share of the company1.360% Citadel Advisors LLC's full portfolio →
WA Wealthspire Advisors, LLC	105.1K	1.22%	NEW	Q2 '26	0.0%
Shares held by quarter Peak holding105.1K (Q2'26) Change over 8 quarters+105.1K Share of the company1.220% Wealthspire Advisors, LLC's full portfolio →

Citadel Advisors LLC

117.0K

% of company

1.36%

Change vs last qtr

NEW

Held since

Q2 '26

Wealthspire Advisors, LLC

105.1K

% of company

1.22%

Change vs last qtr

NEW

Held since

Q2 '26

21 more super investors behind a free account

See every manager holding XWELL Inc, how their position has changed, and how long they've held it.

Institutional Funds

Mutual funds and ETFs reporting XWEL on Form N-PORT; together they hold 1.1% of the company

Fund	Position value	Shares	% of company	% of the fund	As of
VE Vanguard Extended Market Index Fund Vanguard Index Funds	$53.4K	51.3K	0.60%	0.00%	June 30, 2026
FE Fidelity Extended Market Index Fund Fidelity Concord Street Trust	$40.4K	32.3K	0.38%	0.00%	May 31, 2026

Vanguard Extended Market Index Fund

Vanguard Index Funds

Position value

$53.4K

% of company

0.60%

% of the fund

0.00%

As of

June 30, 2026

Fidelity Extended Market Index Fund

Fidelity Concord Street Trust

Position value

$40.4K

% of company

0.38%

% of the fund

0.00%

As of

May 31, 2026

2 more funds behind a free account

See every fund holding XWELL Inc and how much of the fund the position is.

Insiders and 5%+ holders

From Forms 3/4/5 and Schedules 13D/G

Holder	Shares	% of company	Change vs last qtr	8 quarters	Held since	% of their book
AV American Ventures LLC, Series XXIV XWELL 5%+ holder 13D · 10.0%	993.6K	11.57%	—	—	—	—
This holder reports through Schedule 13D/G, not a quarterly 13F. Share of the company11.570% Disclosed stake13D · 10.0% View the 13D/G filing →
BB Bruce Bernstein 5%+ holder 13D · 6.9%	602.6K	7.02%	—	—	—	—
This holder reports through Schedule 13D/G, not a quarterly 13F. Share of the company7.020% Disclosed stake13D · 6.9% View the 13D/G filing →

American Ventures LLC, Series XXIV XWELL

5%+ holder13D · 10.0%

993.6K

% of company

11.57%

Change vs last qtr

—

Held since

—

Bruce Bernstein

5%+ holder13D · 6.9%

602.6K

% of company

7.02%

Change vs last qtr

—

Held since

—

5 more holders behind a free account

See every insider and 5%+ holder of XWELL Inc.

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