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, Q3 2021
Institutional positions in cbdMD, Inc. as of Sep 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
- 63
- −3 vs. Q2 2021
- Shares held
- 10.2M
- −335.6K (−3.2%) vs. Q2 2021
- Total value
- $21.1M
- −$9.29M (−30.5%) vs. Q2 2021
- New holders
- 7
- 14 more added
- Sold out
- 10
- 21 more reduced
1 institution that held it in Q2 2021 haven't filed for Q3 2021 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q2 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, Q3 2021
Shares, value and share of portfolio for each institution holding cbdMD, Inc.; share changes are against Q2 2021.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| AdvisorShares Investments LLC | 1,545,824 | $3.21M | 0.51% | −453,851−22.7% | Reduced |
| Vanguard Group Inc | 1,496,523 | $3.11M | 0.00% | 00.0% | Unchanged |
| Mirae Asset Global Investments Co., Ltd. | 1,370,685 | $2.85M | 0.01% | −119,358−8.0% | Reduced |
| Bridgeway Capital Management, LLC | 972,200 | $2.02M | 0.04% | +103,400+11.9% | Added |
| Uniplan Investment Counsel, Inc. | 742,488 | $1.54M | 0.09% | −3,219−0.4% | Reduced |
| BlackRock Inc. | 741,806 | $1.54M | 0.00% | +10,590+1.4% | Added |
| Penserra Capital Management LLC | 723,851 | $1.50M | 0.03% | +50,928+7.6% | Added |
| Geode Capital Management, LLC | 332,826 | $692.0K | 0.00% | +3,877+1.2% | Added |
| Ameriprise Financial Inc | 305,624 | $636.0K | 0.00% | +107,791+54.5% | Added |
| Lionsbridge Wealth Management LLC | 300,441 | $624.0K | 0.67% | 00.0% | Unchanged |
| Cambria Investment Management, L.P. | 195,099 | $406.0K | 0.07% | +9,074+4.9% | Added |
| swisspartners Ltd. | 120,000 | $250.0K | 0.19% | 00.0% | Unchanged |
| State Street Corp | 109,203 | $227.0K | 0.00% | 00.0% | Unchanged |
| ACT Capital Management, LLC | 102,500 | $213.0K | 0.11% | +102,500 | New |
| Susquehanna International Group, LLP | 97,281 | $202.0K | 0.00% | −2,680−2.7% | Reduced |
| Northern Trust Corp | 72,495 | $151.0K | 0.00% | −1,119−1.5% | Reduced |
| Principal Financial Group Inc | 70,090 | $146.0K | 0.00% | −523−0.7% | Reduced |
| Vident Investment Advisory, LLC | 65,369 | $136.0K | 0.00% | +65,369 | New |
| Renaissance Technologies LLC | 57,513 | $120.0K | 0.00% | −4,177−6.8% | Reduced |
| Millennium Management LLC | 55,680 | $116.0K | 0.00% | +55,680 | New |
| Jane Street Group, LLC | 55,345 | $115.0K | 0.00% | +55,345 | New |
| Bank of New York Mellon Corp | 50,028 | $104.0K | 0.00% | 00.0% | Unchanged |
| RSM US Wealth Management LLC | 50,000 | $104.0K | 0.01% | 00.0% | Unchanged |
| Dimensional Fund Advisors LP | 49,184 | $102.0K | 0.00% | −2,224−4.3% | Reduced |
| Bank of America Corp | 48,733 | $101.0K | 0.00% | +22,351+84.7% | Added |
| Morgan Stanley | 38,771 | $80.0K | 0.00% | −30,337−43.9% | Reduced |
| Anchor Capital Advisors LLC | 36,930 | $77.0K | 0.00% | +755+2.1% | Added |
| Goldman Sachs Group Inc | 37,352 | $77.0K | 0.00% | +10,883+41.1% | Added |
| Wells Fargo & Company | 33,592 | $70.0K | 0.00% | +18,086+116.6% | Added |
| Simplex Trading, LLC | 20,150 | $60.0K | 0.00% | 00.0% | Unchanged |
| Occudo Quantitative Strategies LP | 26,323 | $55.0K | 0.01% | −2,006−7.1% | Reduced |
| Engineers Gate Manager LP | 25,744 | $54.0K | 0.00% | −5,847−18.5% | Reduced |
| Davy Global Fund Management Ltd | 22,699 | $47.0K | 0.01% | −192,460−89.5% | Reduced |
| Capital Asset Advisory Services LLC | 18,700 | $39.0K | 0.00% | 00.0% | Unchanged |
| Citadel Advisors LLC | 17,972 | $37.0K | 0.00% | −5,944−24.9% | Reduced |
| Winton Group Ltd | 15,922 | $33.0K | 0.00% | −4,159−20.7% | Reduced |
| Charles Schwab Investment Management Inc | 14,316 | $30.0K | 0.00% | 00.0% | Unchanged |
| ETF Managers Group, LLC | 14,640 | $28.0K | 0.00% | −1,730−10.6% | Reduced |
| Two Sigma Securities, LLC | 12,348 | $26.0K | 0.01% | −11,268−47.7% | Reduced |
| Royal Bank of Canada | 12,350 | $26.0K | 0.00% | −10,691−46.4% | Reduced |
| Qube Research & Technologies Ltd | 11,504 | $24.0K | 0.00% | +11,504 | New |
| Barclays PLC | 11,171 | $23.0K | 0.00% | +7,805+231.9% | Added |
| Group One Trading, L.P. | 9,928 | $21.0K | 0.00% | +9,928 | New |
| Neuberger Berman Group LLC | 10,000 | $21.0K | 0.00% | +10,000 | New |
| Deutsche Bank AG | 9,250 | $19.0K | 0.00% | 00.0% | Unchanged |
| UBS Group AG | 6,374 | $13.0K | 0.00% | −15,126−70.4% | Reduced |
| Tower Research Capital LLC (TRC) | 6,094 | $13.0K | 0.00% | +3,908+178.8% | Added |
| Newbridge Financial Services Group, Inc. | 4,600 | $10.0K | 0.01% | −17,000−78.7% | Reduced |
| Macroview Investment Management LLC | 3,051 | $6.00K | 0.01% | 00.0% | Unchanged |
| Allworth Financial LP | 2,500 | $5.00K | 0.00% | 00.0% | Unchanged |
| Cutler Group LP | 1,800 | $3.00K | 0.00% | −2,046−53.2% | Reduced |
| Toronto Dominion Bank | 1,458 | $3.00K | 0.00% | +1,016+229.9% | Added |
| HHM Wealth Advisors, LLC | 1,000 | $2.00K | 0.00% | 00.0% | Unchanged |
| Better Money Decisions, LLC | 1,164 | $2.00K | 0.00% | 00.0% | Unchanged |
| Gemmer Asset Management LLC | 800 | $2.00K | 0.00% | 00.0% | Unchanged |
| Advisor Group Holdings, Inc. | 700 | $2.00K | 0.00% | 00.0% | Unchanged |
| Ten Capital Wealth Advisors, LLC | 354 | $1.00K | 0.00% | +146+70.2% | Added |
| Rockefeller Capital Management L.P. | 480 | $0 | 0.00% | −20−4.0% | Reduced |
| 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 |
| Credit Suisse AG | 0 | $0 | 0.00% | −32,082−100.0% | Sold out |
| Virtu Financial LLC | 0 | $0 | 0.00% | −26,464−100.0% | Sold out |
| Jump Financial, LLC | 0 | $0 | 0.00% | −23,300−100.0% | Sold out |
| Squarepoint Ops LLC | 0 | $0 | 0.00% | −11,101−100.0% | Sold out |
| Wolverine Trading, LLC | 0 | $0 | 0.00% | −10,430−100.0% | Sold out |
| Geneos Wealth Management Inc. | 0 | $0 | 0.00% | −3,170−100.0% | Sold out |
| Modus Advisors, LLC | 0 | $0 | 0.00% | −2,171−100.0% | Sold out |
| Advisory Services Network, LLC | 0 | $0 | 0.00% | −1,000−100.0% | Sold out |
| Lion Street Advisors, LLC | 0 | $0 | 0.00% | −1,000−100.0% | Sold out |
| FMR LLC | 0 | $0 | 0.00% | −2−100.0% | Sold out |
| Castleview Partners, LLC | – | – | – | – | Not filed |