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 |
|---|---|---|---|---|---|
| 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 |
| Ten Capital Wealth Advisors, LLC | 354 | $1.00K | 0.00% | +146+70.2% | 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 |
| 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 |
| Allworth Financial LP | 2,500 | $5.00K | 0.00% | 00.0% | Unchanged |
| Macroview Investment Management LLC | 3,051 | $6.00K | 0.01% | 00.0% | Unchanged |
| Newbridge Financial Services Group, Inc. | 4,600 | $10.0K | 0.01% | −17,000−78.7% | Reduced |
| 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 |
| Deutsche Bank AG | 9,250 | $19.0K | 0.00% | 00.0% | Unchanged |
| 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 |
| Barclays PLC | 11,171 | $23.0K | 0.00% | +7,805+231.9% | Added |
| Qube Research & Technologies Ltd | 11,504 | $24.0K | 0.00% | +11,504 | New |
| 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 |
| ETF Managers Group, LLC | 14,640 | $28.0K | 0.00% | −1,730−10.6% | Reduced |
| Charles Schwab Investment Management Inc | 14,316 | $30.0K | 0.00% | 00.0% | Unchanged |
| Winton Group Ltd | 15,922 | $33.0K | 0.00% | −4,159−20.7% | Reduced |
| Citadel Advisors LLC | 17,972 | $37.0K | 0.00% | −5,944−24.9% | Reduced |
| Capital Asset Advisory Services LLC | 18,700 | $39.0K | 0.00% | 00.0% | Unchanged |
| Davy Global Fund Management Ltd | 22,699 | $47.0K | 0.01% | −192,460−89.5% | Reduced |
| Engineers Gate Manager LP | 25,744 | $54.0K | 0.00% | −5,847−18.5% | Reduced |
| Occudo Quantitative Strategies LP | 26,323 | $55.0K | 0.01% | −2,006−7.1% | Reduced |
| Simplex Trading, LLC | 20,150 | $60.0K | 0.00% | 00.0% | Unchanged |
| Wells Fargo & Company | 33,592 | $70.0K | 0.00% | +18,086+116.6% | Added |
| 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 |
| Morgan Stanley | 38,771 | $80.0K | 0.00% | −30,337−43.9% | Reduced |
| Bank of America Corp | 48,733 | $101.0K | 0.00% | +22,351+84.7% | Added |
| Dimensional Fund Advisors LP | 49,184 | $102.0K | 0.00% | −2,224−4.3% | Reduced |
| 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 |
| Jane Street Group, LLC | 55,345 | $115.0K | 0.00% | +55,345 | New |
| Millennium Management LLC | 55,680 | $116.0K | 0.00% | +55,680 | New |
| Renaissance Technologies LLC | 57,513 | $120.0K | 0.00% | −4,177−6.8% | Reduced |
| Vident Investment Advisory, LLC | 65,369 | $136.0K | 0.00% | +65,369 | New |
| Principal Financial Group Inc | 70,090 | $146.0K | 0.00% | −523−0.7% | Reduced |
| Northern Trust Corp | 72,495 | $151.0K | 0.00% | −1,119−1.5% | Reduced |
| Susquehanna International Group, LLP | 97,281 | $202.0K | 0.00% | −2,680−2.7% | Reduced |
| ACT Capital Management, LLC | 102,500 | $213.0K | 0.11% | +102,500 | New |
| State Street Corp | 109,203 | $227.0K | 0.00% | 00.0% | Unchanged |
| swisspartners Ltd. | 120,000 | $250.0K | 0.19% | 00.0% | Unchanged |
| Cambria Investment Management, L.P. | 195,099 | $406.0K | 0.07% | +9,074+4.9% | Added |
| Lionsbridge Wealth Management LLC | 300,441 | $624.0K | 0.67% | 00.0% | Unchanged |
| Ameriprise Financial Inc | 305,624 | $636.0K | 0.00% | +107,791+54.5% | Added |
| Geode Capital Management, LLC | 332,826 | $692.0K | 0.00% | +3,877+1.2% | Added |
| Penserra Capital Management LLC | 723,851 | $1.50M | 0.03% | +50,928+7.6% | Added |
| BlackRock Inc. | 741,806 | $1.54M | 0.00% | +10,590+1.4% | Added |
| Uniplan Investment Counsel, Inc. | 742,488 | $1.54M | 0.09% | −3,219−0.4% | Reduced |
| Bridgeway Capital Management, LLC | 972,200 | $2.02M | 0.04% | +103,400+11.9% | Added |
| Mirae Asset Global Investments Co., Ltd. | 1,370,685 | $2.85M | 0.01% | −119,358−8.0% | Reduced |
| Vanguard Group Inc | 1,496,523 | $3.11M | 0.00% | 00.0% | Unchanged |
| AdvisorShares Investments LLC | 1,545,824 | $3.21M | 0.51% | −453,851−22.7% | Reduced |
| 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 |