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, Q1 2023
Institutional positions in cbdMD, Inc. as of Mar 31, 2023. 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
- 48
- +1 vs. Q4 2022
- Shares held
- 7.23M
- +22.9K (+0.3%) vs. Q4 2022
- Total value
- $1.41M
- −$226.0K (−13.8%) vs. Q4 2022
- New holders
- 7
- 10 more added
- Sold out
- 6
- 10 more reduced
Compare with Q4 2022: 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, Q1 2023
Shares, value and share of portfolio for each institution holding cbdMD, Inc.; share changes are against Q4 2022.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| JPMorgan Chase & Co | 17 | $0 | 0.00% | 00.0% | Unchanged |
| Valley National Advisers Inc | 10 | $0 | 0.00% | 00.0% | Unchanged |
| Toronto Dominion Bank | 41 | $0 | 0.00% | +41 | New |
| Simplex Trading, LLC | 700 | $0 | 0.00% | +700 | New |
| FMR LLC | 9 | $2 | 0.00% | +9 | New |
| Barclays PLC | 100 | $20 | 0.00% | 00.0% | Unchanged |
| GWM Advisors LLC | 200 | $39 | 0.00% | −3−1.5% | Reduced |
| Wells Fargo & Company | 285 | $56 | 0.00% | +10+3.6% | Added |
| UBS Group AG | 500 | $98 | 0.00% | 00.0% | Unchanged |
| Advisory Services Network, LLC | 1,000 | $195 | 0.00% | 00.0% | Unchanged |
| Castleview Partners, LLC | 1,000 | $195 | 0.00% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 1,824 | $356 | 0.00% | 00.0% | Unchanged |
| Ten Capital Wealth Advisors, LLC | 2,000 | $390 | 0.00% | +1,000+100.0% | Added |
| Allworth Financial LP | 2,500 | $488 | 0.00% | 00.0% | Unchanged |
| HHM Wealth Advisors, LLC | 3,000 | $585 | 0.00% | 00.0% | Unchanged |
| Macroview Investment Management LLC | 3,051 | $595 | 0.00% | 00.0% | Unchanged |
| Morgan Stanley | 3,250 | $634 | 0.00% | −10.0% | Reduced |
| Newbridge Financial Services Group, Inc. | 3,600 | $702 | 0.00% | 00.0% | Unchanged |
| Royal Bank of Canada | 8,858 | $1.00K | 0.00% | +78+0.9% | Added |
| Advisor Group Holdings, Inc. | 5,300 | $1.03K | 0.00% | 00.0% | Unchanged |
| Resolute Wealth Strategies, LLC | 10,000 | $1.95K | 0.00% | +10,000 | New |
| AMG National Trust Bank | 11,029 | $2.15K | 0.00% | 00.0% | Unchanged |
| Engineers Gate Manager LP | 11,115 | $2.17K | 0.00% | 00.0% | Unchanged |
| Two Sigma Advisers, LP | 14,500 | $2.83K | 0.00% | 00.0% | Unchanged |
| Creative Planning | 15,150 | $2.95K | 0.00% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 15,203 | $3.00K | 0.00% | +137+0.9% | Added |
| Two Sigma Securities, LLC | 20,661 | $4.03K | 0.00% | −41,508−66.8% | Reduced |
| Citadel Advisors LLC | 20,823 | $4.06K | 0.00% | −140,725−87.1% | Reduced |
| Bank of America Corp | 22,000 | $4.29K | 0.00% | −43−0.2% | Reduced |
| Virtu Financial LLC | 31,253 | $6.00K | 0.00% | −51,881−62.4% | Reduced |
| Goldman Sachs Group Inc | 37,123 | $7.24K | 0.00% | +27+0.1% | Added |
| Bank of New York Mellon Corp | 49,534 | $9.66K | 0.00% | 00.0% | Unchanged |
| RSM US Wealth Management LLC | 50,000 | $9.75K | 0.00% | 00.0% | Unchanged |
| Northern Trust Corp | 72,495 | $14.1K | 0.00% | 00.0% | Unchanged |
| Group One Trading, L.P. | 72,821 | $14.2K | 0.00% | −105,911−59.3% | Reduced |
| Susquehanna International Group, LLP | 110,439 | $21.5K | 0.00% | +86,874+368.7% | Added |
| State Street Corp | 114,303 | $22.3K | 0.00% | 00.0% | Unchanged |
| Jane Street Group, LLC | 144,998 | $28.3K | 0.00% | +144,998 | New |
| Raymond James Financial Services Advisors, Inc. | 149,999 | $29.3K | 0.00% | +149,999 | New |
| Millennium Management LLC | 195,945 | $38.0K | 0.00% | +182,360+1,342.4% | Added |
| Renaissance Technologies LLC | 234,575 | $46.0K | 0.00% | +35,000+17.5% | Added |
| Cambria Investment Management, L.P. | 271,188 | $52.9K | 0.00% | −30,132−10.0% | Reduced |
| Geode Capital Management, LLC | 327,609 | $63.9K | 0.00% | 00.0% | Unchanged |
| BlackRock Inc. | 524,533 | $102.3K | 0.00% | −122,721−19.0% | Reduced |
| Penserra Capital Management LLC | 546,020 | $106.0K | 0.00% | +8,530+1.6% | Added |
| AdvisorShares Investments LLC | 839,083 | $163.6K | 0.05% | −33,670−3.9% | Reduced |
| Vanguard Group Inc | 1,339,841 | $261.3K | 0.00% | +34,300+2.6% | Added |
| AXS Investments LLC | 1,937,041 | $377.7K | 0.12% | +1,937,041 | New |
| Merlin Capital LLC | 0 | $0 | 0.00% | −1,133,047−100.0% | Sold out |
| Sentinus, LLC | 0 | $0 | 0.00% | −852,859−100.0% | Sold out |
| Prudential Financial Inc | 0 | $0 | 0.00% | −38,000−100.0% | Sold out |
| Merit Financial Group, LLC | 0 | $0 | 0.00% | −17,100−100.0% | Sold out |
| Rockefeller Capital Management L.P. | 0 | $0 | 0.00% | −480−100.0% | Sold out |
| CarsonAllaria Wealth Management, Ltd. | 0 | $0 | 0.00% | −134−100.0% | Sold out |