13FBOX
XWELL INC · 13F Institutional Holdings
Options Calculator Rankings
X

XWELL INC

XWEL
Institutions
23
Combined AUM (Q2 2026)
$575,119
Combined Shares (Q2 2026)
552,981
Overall Trend
Increase
All institutions combined
📥 Inflow (Q1 2026→Q2 2026)
+270,090
10 · 6 New Buys · ≈
📤 Outflow (Q1 2026→Q2 2026)
-75,291
5 · 2 Exit · ≈
⚖️ Net
+194,799
Net Buy
💰 Net Value
≈ —
est. price
Latest AUM (Q2 2026)
$575,119
Institutions
23
New Buys
6
Adds
4
Reduces
3
Exits
2
Unchanged
10
Ownership TrendPortfolio %Prev Q %RankQ2 2026 ValueQ2 2026 SharesPrev Q ValuePrev Q SharesShares ChangeAction
CITADEL ADVISORS LLC
<0.01%#5$121,703117,022$00+117,022New Buy
Wealthspire Advisors, LLC
<0.01%#1$109,306105,102$00+105,102New Buy
BlackRock, Inc.
<0.01%<0.01%#12$85,27081,990$94,28881,99000.00%Unchanged
GEODE CAPITAL MANAGEMENT, LLC
<0.01%<0.01%#9$58,33056,069$77,67167,524-11,455-16.96%Reduce
VANGUARD CAPITAL MANAGEMENT LLC
<0.01%<0.01%#14$53,36251,310$59,00751,31000.00%Unchanged
XTX Topco Ltd
<0.01%#2$34,08132,770$00+32,770New Buy
JANE STREET GROUP, LLC
<0.01%<0.01%#10$32,46531,216$94,48482,160-50,944-62.01%Reduce
VANGUARD FIDUCIARY TRUST CO
<0.01%<0.01%#8$24,31523,380$26,88723,38000.00%Unchanged
Integrated Wealth Concepts LLC
<0.01%<0.01%#4$21,53220,704$11,90510,352+10,352+100.00%Add
STATE STREET CORP
<0.01%<0.01%#16$16,79016,144$18,56616,14400.00%Unchanged
CITIGROUP INC
<0.01%<0.01%#11$6,4396,191$2,9622,576+3,615+140.33%Add
Tower Research Capital LLC (TRC)
<0.01%<0.01%#3$5,9845,754$5,2184,537+1,217+26.82%Add
MORGAN STANLEY
<0.01%<0.01%#19$2,8092,701$3,4453,480-779-22.39%Reduce
Vanguard Global Advisers, LLC
<0.01%<0.01%#13$2,4782,383$2,7402,38300.00%Unchanged
Strategic Wealth Partners, Ltd.
<0.01%<0.01%#7$10197$1129700.00%Unchanged
Allworth Financial LP
<0.01%<0.01%#18$6966$766600.00%Unchanged
Activest Wealth Management
<0.01%<0.01%#6$5250$585000.00%Unchanged
SBI Securities Co., Ltd.
<0.01%<0.01%#17$1615$171500.00%Unchanged
Caitong International Asset Management Co., Ltd
<0.01%<0.01%#15$88$22+6+300.00%Add
Steward Partners Investment Advisory, LLC
<0.01%#21$33$00+3New Buy
Bogart Wealth, LLC
<0.01%<0.01%#20$33$3300.00%Unchanged
MERCER GLOBAL ADVISORS INC /ADV
<0.01%#22$22$00+2New Buy
BARCLAYS PLC
<0.01%#23$11$00+1New Buy

🧭 Institutional Sector Flow Heatmap

Net Outflow Net Inflow