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, Q4 2021
Institutional positions in cbdMD, Inc. as of Dec 31, 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
- 56
- −7 vs. Q3 2021
- Shares held
- 10.3M
- +161.6K (+1.6%) vs. Q3 2021
- Total value
- $11.1M
- −$10.0M (−47.3%) vs. Q3 2021
- New holders
- 8
- 18 more added
- Sold out
- 15
- 13 more reduced
Compare with Q3 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, Q4 2021
Shares, value and share of portfolio for each institution holding cbdMD, Inc.; share changes are against Q3 2021.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Barclays PLC | 100 | $0 | 0.00% | −11,071−99.1% | Reduced |
| Advisor Group Holdings, Inc. | 700 | $0 | 0.00% | 00.0% | Unchanged |
| Ten Capital Wealth Advisors, LLC | 354 | $0 | 0.00% | 00.0% | Unchanged |
| JPMorgan Chase & Co | 17 | $0 | 0.00% | 00.0% | Unchanged |
| Valley National Advisers Inc | 10 | $0 | 0.00% | 00.0% | Unchanged |
| Rockefeller Capital Management L.P. | 480 | $0 | 0.00% | 00.0% | Unchanged |
| CarsonAllaria Wealth Management, Ltd. | 134 | $0 | 0.00% | +134 | New |
| Toronto Dominion Bank | 977 | $1.00K | 0.00% | −481−33.0% | Reduced |
| Global Wealth Management Investment Advisory, Inc. | 600 | $1.00K | 0.00% | +600 | New |
| Royal Bank of Canada | 2,000 | $2.00K | 0.00% | −10,350−83.8% | Reduced |
| PFS Partners, LLC | 2,000 | $2.16K | 0.00% | +2,000 | New |
| Macroview Investment Management LLC | 3,051 | $3.00K | 0.00% | 00.0% | Unchanged |
| Allworth Financial LP | 2,500 | $3.00K | 0.00% | 00.0% | Unchanged |
| HHM Wealth Advisors, LLC | 3,000 | $3.00K | 0.00% | +2,000+200.0% | Added |
| Newbridge Financial Services Group, Inc. | 4,600 | $5.00K | 0.00% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 7,633 | $8.00K | 0.00% | +1,539+25.3% | Added |
| Deutsche Bank AG | 9,250 | $10.0K | 0.00% | 00.0% | Unchanged |
| Morgan Stanley | 11,087 | $12.0K | 0.00% | −27,684−71.4% | Reduced |
| Citadel Advisors LLC | 10,754 | $12.0K | 0.00% | −7,218−40.2% | Reduced |
| ExodusPoint Capital Management, LP | 11,558 | $12.0K | 0.00% | +11,558 | New |
| Charles Schwab Investment Management Inc | 14,316 | $16.0K | 0.00% | 00.0% | Unchanged |
| Davy Global Fund Management Ltd | 24,975 | $27.0K | 0.00% | +2,276+10.0% | Added |
| Simplex Trading, LLC | 25,985 | $28.0K | 0.00% | +5,835+29.0% | Added |
| Occudo Quantitative Strategies LP | 26,323 | $28.0K | 0.00% | 00.0% | Unchanged |
| Virtu Financial LLC | 26,341 | $28.0K | 0.00% | +26,341 | New |
| Aprio Wealth Management, LLC | 26,000 | $28.0K | 0.01% | +26,000 | New |
| Two Sigma Securities, LLC | 32,120 | $35.0K | 0.01% | +19,772+160.1% | Added |
| Engineers Gate Manager LP | 36,382 | $39.0K | 0.00% | +10,638+41.3% | Added |
| Goldman Sachs Group Inc | 37,347 | $40.0K | 0.00% | −50.0% | Reduced |
| Dimensional Fund Advisors LP | 38,282 | $41.0K | 0.00% | −10,902−22.2% | Reduced |
| Anchor Capital Advisors LLC | 45,480 | $49.0K | 0.00% | +8,550+23.2% | Added |
| Bank of New York Mellon Corp | 50,028 | $54.0K | 0.00% | 00.0% | Unchanged |
| RSM US Wealth Management LLC | 50,000 | $54.0K | 0.00% | 00.0% | Unchanged |
| Bank of America Corp | 49,491 | $54.0K | 0.00% | +758+1.6% | Added |
| UBS Group AG | 59,793 | $65.0K | 0.00% | +53,419+838.1% | Added |
| Renaissance Technologies LLC | 62,700 | $68.0K | 0.00% | +5,187+9.0% | Added |
| Susquehanna International Group, LLP | 65,626 | $71.0K | 0.00% | −31,655−32.5% | Reduced |
| Wells Fargo & Company | 66,841 | $72.0K | 0.00% | +33,249+99.0% | Added |
| ETF Managers Group, LLC | 68,383 | $74.0K | 0.00% | +53,743+367.1% | Added |
| Vident Investment Advisory, LLC | 70,813 | $76.0K | 0.00% | +5,444+8.3% | Added |
| Northern Trust Corp | 72,495 | $78.0K | 0.00% | 00.0% | Unchanged |
| State Street Corp | 109,203 | $118.0K | 0.00% | 00.0% | Unchanged |
| swisspartners Ltd. | 120,000 | $131.0K | 0.09% | 00.0% | Unchanged |
| ACT Capital Management, LLC | 125,000 | $135.0K | 0.10% | +22,500+22.0% | Added |
| Cambria Investment Management, L.P. | 181,488 | $196.0K | 0.03% | −13,611−7.0% | Reduced |
| Group One Trading, L.P. | 243,549 | $263.0K | 0.00% | +233,621+2,353.2% | Added |
| Geode Capital Management, LLC | 332,826 | $359.0K | 0.00% | 00.0% | Unchanged |
| Ameriprise Financial Inc | 342,762 | $370.0K | 0.00% | +37,138+12.2% | Added |
| Bridgeway Capital Management, LLC | 684,175 | $739.0K | 0.01% | −288,025−29.6% | Reduced |
| BlackRock Inc. | 740,016 | $799.0K | 0.00% | −1,790−0.2% | Reduced |
| Penserra Capital Management LLC | 774,727 | $836.0K | 0.02% | +50,876+7.0% | Added |
| AdvisorShares Investments LLC | 1,080,817 | $1.17M | 0.14% | −465,007−30.1% | Reduced |
| Mirae Asset Global Investments Co., Ltd. | 1,456,362 | $1.57M | 0.00% | +85,677+6.3% | Added |
| Vanguard Group Inc | 1,488,356 | $1.61M | 0.00% | −8,167−0.5% | Reduced |
| Merlin Capital LLC | 1,621,660 | $1.75M | 2.04% | +1,621,660 | New |
| Castleview Partners, LLC | 1,080 | – | – | +1,080 | New |
| Uniplan Investment Counsel, Inc. | 0 | $0 | 0.00% | −742,488−100.0% | Sold out |
| Lionsbridge Wealth Management LLC | 0 | $0 | 0.00% | −300,441−100.0% | Sold out |
| Principal Financial Group Inc | 0 | $0 | 0.00% | −70,090−100.0% | Sold out |
| Millennium Management LLC | 0 | $0 | 0.00% | −55,680−100.0% | Sold out |
| Jane Street Group, LLC | 0 | $0 | 0.00% | −55,345−100.0% | Sold out |
| Capital Asset Advisory Services LLC | 0 | $0 | 0.00% | −18,700−100.0% | Sold out |
| Winton Group Ltd | 0 | $0 | 0.00% | −15,922−100.0% | Sold out |
| Qube Research & Technologies Ltd | 0 | $0 | 0.00% | −11,504−100.0% | Sold out |
| Neuberger Berman Group LLC | 0 | $0 | 0.00% | −10,000−100.0% | Sold out |
| Cutler Group LP | 0 | $0 | 0.00% | −1,800−100.0% | Sold out |
| Gemmer Asset Management LLC | 0 | $0 | 0.00% | −800−100.0% | Sold out |
| Better Money Decisions, LLC | 0 | $0 | 0.00% | −1,164−100.0% | Sold out |
| City Holding Co | 0 | $0 | 0.00% | −50−100.0% | Sold out |
| Meeder Asset Management Inc | 0 | $0 | 0.00% | −33−100.0% | Sold out |
| O'Shaughnessy Asset Management, LLC | 0 | $0 | 0.00% | −1−100.0% | Sold out |