cbdMD, Inc.
YCBD- Exchange
- NYSE
- Industry
- Perfumes, Cosmetics & Other Toilet Preparations
- SEC CIK
- 0001644903
No open-market purchases or sales by cbdMD, Inc. insiders were filed in the last 90 days; 27 institutions reported holding it in 13F filings for Q2 2026, worth $611.7K in total; no superinvestor holds it.
13F holders, Q2 2021
Institutional positions in cbdMD, Inc. as of Jun 30, 2021. Investment managers with $100 million or more in US stocks report their long positions on Form 13F within 45 days after each quarter ends. How 13F works
- Institutional holders
- 67
- +9 vs. Q1 2021
- Shares held
- 10.5M
- −253.1K (−2.4%) vs. Q1 2021
- Total value
- $30.4M
- −$14.1M (−31.6%) vs. Q1 2021
- New holders
- 15
- 18 more added
- Sold out
- 6
- 16 more reduced
Compare with Q1 2021: new holders, sold out and not filed yet
Holders and value by quarter
Institutions reporting YCBD on Form 13F each quarter since Q1 2021, and the total value they reported. Values are as of each quarter end, so they also move with the share price.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 27 | $611.7K |
| Q1 2026 | 25 | $700.6K |
| Q4 2025 | 25 | $1.08M |
| Q3 2025 | 20 | $528.1K |
| Q2 2025 | 19 | $433.2K |
| Q1 2025 | 24 | $84.4K |
| Q4 2024 | 17 | $69.3K |
| Q3 2024 | 19 | $73.5K |
| Q2 2024 | 19 | $50.1K |
| Q1 2024 | 19 | $101.5K |
| Q4 2023 | 25 | $226.6K |
| Q3 2023 | 21 | $150.1K |
| Q2 2023 | 22 | $192.9K |
| Q1 2023 | 48 | $1.41M |
| Q4 2022 | 47 | $1.63M |
| Q3 2022 | 51 | $1.77M |
| Q2 2022 | 55 | $4.04M |
| Q1 2022 | 54 | $10.0M |
| Q4 2021 | 56 | $11.1M |
| Q3 2021 | 63 | $21.1M |
| Q2 2021 | 67 | $30.4M |
| Q1 2021 | 58 | $44.5M |
Institutions, Q2 2021
Shares, value and share of portfolio for each institution holding cbdMD, Inc.; share changes are against Q1 2021.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| JPMorgan Chase & Co | 17 | $0 | 0.00% | 00.0% | Unchanged |
| City Holding Co | 50 | $0 | 0.00% | 00.0% | Unchanged |
| Valley National Advisers Inc | 10 | $0 | 0.00% | 00.0% | Unchanged |
| Meeder Asset Management Inc | 33 | $0 | 0.00% | 00.0% | Unchanged |
| O'Shaughnessy Asset Management, LLC | 1 | $0 | 0.00% | 00.0% | Unchanged |
| FMR LLC | 2 | $0 | 0.00% | +2 | New |
| Rockefeller Capital Management L.P. | 500 | $1.00K | 0.00% | 00.0% | Unchanged |
| Ten Capital Wealth Advisors, LLC | 208 | $1.00K | 0.00% | +83+66.4% | Added |
| Toronto Dominion Bank | 442 | $1.00K | 0.00% | +442 | New |
| Gemmer Asset Management LLC | 800 | $2.00K | 0.00% | 00.0% | Unchanged |
| Advisor Group Holdings, Inc. | 700 | $2.00K | 0.00% | 00.0% | Unchanged |
| Lion Street Advisors, LLC | 1,000 | $2.90K | 0.11% | +1,000 | New |
| Better Money Decisions, LLC | 1,164 | $3.00K | 0.00% | 00.0% | Unchanged |
| HHM Wealth Advisors, LLC | 1,000 | $3.00K | 0.00% | 00.0% | Unchanged |
| Advisory Services Network, LLC | 1,000 | $3.00K | 0.00% | +1,000 | New |
| Castleview Partners, LLC | 1,000 | $3.00K | 0.00% | +1,000 | New |
| Tower Research Capital LLC (TRC) | 2,186 | $6.00K | 0.00% | +2,186 | New |
| Modus Advisors, LLC | 2,171 | $6.00K | 0.00% | +2,171 | New |
| Allworth Financial LP | 2,500 | $7.00K | 0.00% | 00.0% | Unchanged |
| Geneos Wealth Management Inc. | 3,170 | $9.00K | 0.00% | −18,700−85.5% | Reduced |
| Macroview Investment Management LLC | 3,051 | $9.00K | 0.01% | +3,051 | New |
| Barclays PLC | 3,366 | $10.0K | 0.00% | +890+35.9% | Added |
| Cutler Group LP | 3,846 | $11.0K | 0.00% | +220+6.1% | Added |
| Deutsche Bank AG | 9,250 | $27.0K | 0.00% | 00.0% | Unchanged |
| Wolverine Trading, LLC | 10,430 | $31.0K | 0.00% | +10,430 | New |
| Squarepoint Ops LLC | 11,101 | $32.0K | 0.00% | +11,101 | New |
| Charles Schwab Investment Management Inc | 14,316 | $42.0K | 0.00% | 00.0% | Unchanged |
| Wells Fargo & Company | 15,506 | $45.0K | 0.00% | +15,266+6,360.8% | Added |
| ETF Managers Group, LLC | 16,370 | $48.0K | 0.00% | −17,830−52.1% | Reduced |
| Capital Asset Advisory Services LLC | 18,700 | $54.0K | 0.01% | 00.0% | Unchanged |
| Winton Group Ltd | 20,081 | $58.0K | 0.00% | −1,224−5.7% | Reduced |
| Simplex Trading, LLC | 20,150 | $58.0K | 0.00% | +20,150 | New |
| UBS Group AG | 21,500 | $62.0K | 0.00% | −3,287−13.3% | Reduced |
| Newbridge Financial Services Group, Inc. | 21,600 | $63.0K | 0.04% | +17,000+369.6% | Added |
| Royal Bank of Canada | 23,041 | $67.0K | 0.00% | +3,973+20.8% | Added |
| Jump Financial, LLC | 23,300 | $68.0K | 0.01% | −1,078−4.4% | Reduced |
| Two Sigma Securities, LLC | 23,616 | $68.0K | 0.02% | +23,616 | New |
| Citadel Advisors LLC | 23,916 | $69.0K | 0.00% | −13,846−36.7% | Reduced |
| Bank of America Corp | 26,382 | $77.0K | 0.00% | −110.0% | Reduced |
| Goldman Sachs Group Inc | 26,469 | $77.0K | 0.00% | −204−0.8% | Reduced |
| Virtu Financial LLC | 26,464 | $77.0K | 0.01% | +26,464 | New |
| Occudo Quantitative Strategies LP | 28,329 | $82.0K | 0.01% | −28,815−50.4% | Reduced |
| Engineers Gate Manager LP | 31,591 | $92.0K | 0.01% | −49,211−60.9% | Reduced |
| Credit Suisse AG | 32,082 | $93.0K | 0.00% | +32,082 | New |
| Anchor Capital Advisors LLC | 36,175 | $105.0K | 0.00% | +6,910+23.6% | Added |
| Bank of New York Mellon Corp | 50,028 | $145.0K | 0.00% | −6,229−11.1% | Reduced |
| RSM US Wealth Management LLC | 50,000 | $145.0K | 0.01% | 00.0% | Unchanged |
| Dimensional Fund Advisors LP | 51,408 | $149.0K | 0.00% | +38,600+301.4% | Added |
| Renaissance Technologies LLC | 61,690 | $179.0K | 0.00% | −275,710−81.7% | Reduced |
| Morgan Stanley | 69,108 | $201.0K | 0.00% | −65,760−48.8% | Reduced |
| Principal Financial Group Inc | 70,613 | $205.0K | 0.00% | +70,613 | New |
| Northern Trust Corp | 73,614 | $213.0K | 0.00% | 00.0% | Unchanged |
| Susquehanna International Group, LLP | 99,961 | $290.0K | 0.00% | −234,804−70.1% | Reduced |
| State Street Corp | 109,203 | $317.0K | 0.00% | +97,503+833.4% | Added |
| swisspartners Ltd. | 120,000 | $347.0K | 0.25% | 00.0% | Unchanged |
| Cambria Investment Management, L.P. | 186,025 | $539.0K | 0.09% | +91,157+96.1% | Added |
| Ameriprise Financial Inc | 197,833 | $574.0K | 0.00% | +35,474+21.8% | Added |
| Davy Global Fund Management Ltd | 215,159 | $624.0K | 0.10% | +53,876+33.4% | Added |
| Lionsbridge Wealth Management LLC | 300,441 | $871.0K | 0.93% | 00.0% | Unchanged |
| Geode Capital Management, LLC | 328,949 | $953.0K | 0.00% | +11,231+3.5% | Added |
| Penserra Capital Management LLC | 672,923 | $1.95M | 0.04% | +64,922+10.7% | Added |
| BlackRock Inc. | 731,216 | $2.12M | 0.00% | +8,503+1.2% | Added |
| Uniplan Investment Counsel, Inc. | 745,707 | $2.16M | 0.13% | +4,231+0.6% | Added |
| Bridgeway Capital Management, LLC | 868,800 | $2.52M | 0.05% | +110,100+14.5% | Added |
| Mirae Asset Global Investments Co., Ltd. | 1,490,043 | $4.32M | 0.01% | −69,929−4.5% | Reduced |
| Vanguard Group Inc | 1,496,523 | $4.34M | 0.00% | +189,464+14.5% | Added |
| AdvisorShares Investments LLC | 1,999,675 | $5.80M | 0.80% | −284,453−12.5% | Reduced |
| ExodusPoint Capital Management, LP | 0 | $0 | 0.00% | −43,730−100.0% | Sold out |
| Two Sigma Investments, LP | 0 | $0 | 0.00% | −41,769−100.0% | Sold out |
| Marshall Wace, LLP | 0 | $0 | 0.00% | −16,479−100.0% | Sold out |
| LMR Partners LLP | 0 | $0 | 0.00% | −12,689−100.0% | Sold out |
| HRT Financial LP | 0 | $0 | 0.00% | −11,459−100.0% | Sold out |
| Acadian Asset Management LLC | 0 | $0 | 0.00% | −10,544−100.0% | Sold out |