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Xwell Inc (XWEL)

CUSIP: 98420U802 | NYSE | Healthcare · Diagnostics & Research | Micro Cap | 44 institutional holders

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
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Beneficial Ownership — 13D / 13G

Full history →

5%+ stakes reported outside the quarterly cycle. A 13D is due within five business days of the event below, so these figures lead the holders table until the filer's next 13F catches up to them.

HolderShares% of ClassChangeEvent Datevs 13F
13D/AAmerican Ventures LLC, Series Xxiv Xwell993,61710.0%+690,717Sep 8, 2026No 13F filer matched
13G/ARichard Abbe
with Iroquois Capital Management, LLC, Kimberly Page
466,9445.5%

Institutional Holders — Q3 2026

Geode Capital Management, LLC56,069
0.0% of portfolio›$47.2K
Citigroup Inc703
0.0% of portfolio›$592
UBS Group AG204
0.0% of portfolio›$172
Allworth Financial LP66
0.0% of portfolio›$69
Activest Wealth Management50
0.0% of portfolio›$42
SBI Securities Co., Ltd.15
0.0% of portfolio›$13
FMR LLC2
0.0% of portfolio›$2
Caitong International Asset Management Co., Ltd1
0.0% of portfolio›$1
StyleTurnoverLocationFiled
Geode Capital Management, LLC
56,069$47.2K0.0%IndexVery LowBoston, MA2026-11-06
Citigroup Inc
703$5920.0%CoreMediumNew York, NY2026-11-04
UBS Group AG
204$1720.0%CoreMediumZurich, Switzerland2026-11-10
Allworth Financial LP
66$690.0%ETFLowFolsom, CA2026-11-06
Activest Wealth Management
50$420.0%ETFLowAventura, FL2026-10-15
SBI Securities Co., Ltd.
15$130.0%GrowthLowTokyo, Mexico2026-10-22
FMR LLC
2$20.0%GrowthMediumBoston, MA2026-11-10
Caitong International Asset Management Co., Ltd
1$10.0%GrowthVery HighHong Kong, South Korea2026-10-29
+466,944
Jun 30, 2026
No 13F filer matched
13DDominari Holdings Inc.302,9005.0%Newly reportedMar 18, 2026No 13F filer matched
13DBruce Bernstein602,5566.9%New 5%+ stakeNov 15, 2025No 13F filer matched
13D/AAmerican Ventures LLC, Series Xxiv Xwell993,617
10.0% of class · Sep 8, 2026+690,717
No 13F filer matched
13G/ARichard Abbe466,944
5.5% of class · Jun 30, 2026+466,944
with Iroquois Capital Management, LLC, Kimberly Page
No 13F filer matched
13DDominari Holdings Inc.302,900
5.0% of class · Mar 18, 2026Newly reported
No 13F filer matched
13DBruce Bernstein602,556
6.9% of class · Nov 15, 2025New 5%+ stake
No 13F filer matched