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 2023
Institutional positions in cbdMD, Inc. as of Sep 30, 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
- 21
- 0 vs. Q2 2023
- Shares held
- 145.2K
- +31.7K (+27.9%) vs. Q2 2023
- Total value
- $150.1K
- −$9.00K (−5.7%) vs. Q2 2023
- New holders
- 4
- 4 more added
- Sold out
- 4
- 3 more reduced
1 institution that held it in Q2 2023 haven't filed for Q3 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q2 2023: 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 2023
Shares, value and share of portfolio for each institution holding cbdMD, Inc.; share changes are against Q2 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Toronto Dominion Bank | 1 | $1 | 0.00% | +1 | New |
| Advisor Group Holdings, Inc. | 5 | $5 | 0.00% | −112−95.7% | Reduced |
| GWM Advisors LLC | 5 | $5 | 0.00% | 00.0% | Unchanged |
| Wells Fargo & Company | 15 | $16 | 0.00% | −2−11.8% | Reduced |
| FMR LLC | 16 | $17 | 0.00% | +16 | New |
| Castleview Partners, LLC | 23 | $24 | 0.00% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 42 | $43 | 0.00% | 00.0% | Unchanged |
| Newbridge Financial Services Group, Inc. | 65 | $67 | 0.00% | 00.0% | Unchanged |
| HHM Wealth Advisors, LLC | 67 | $70 | 0.00% | 00.0% | Unchanged |
| Morgan Stanley | 74 | $77 | 0.00% | 00.0% | Unchanged |
| Fifth Third Bancorp | 78 | $81 | 0.00% | +78 | New |
| UBS Group AG | 101 | $105 | 0.00% | +89+741.7% | Added |
| Harbour Investments, Inc. | 159 | $165 | 0.00% | 00.0% | Unchanged |
| Bank of America Corp | 489 | $506 | 0.00% | 00.0% | Unchanged |
| Royal Bank of Canada | 4,552 | $5.00K | 0.00% | +4,507+10,015.6% | Added |
| Geode Capital Management, LLC | 11,520 | $11.9K | 0.00% | +11,520 | New |
| Penserra Capital Management LLC | 12,227 | $12.0K | 0.00% | 00.0% | Unchanged |
| BlackRock Inc. | 11,659 | $12.1K | 0.00% | 00.0% | Unchanged |
| Vanguard Group Inc | 13,042 | $13.5K | 0.00% | −359−2.7% | Reduced |
| Renaissance Technologies LLC | 26,911 | $28.0K | 0.00% | +5,700+26.9% | Added |
| AXS Investments LLC | 64,187 | $66.4K | 0.02% | +26,940+72.3% | Added |
| AdvisorShares Investments LLC | 0 | $0 | 0.00% | −16,659−100.0% | Sold out |
| Macroview Investment Management LLC | 0 | $0 | 0.00% | −31−100.0% | Sold out |
| Barclays PLC | 0 | $0 | 0.00% | −3−100.0% | Sold out |
| CarsonAllaria Wealth Management, Ltd. | 0 | $0 | 0.00% | −3−100.0% | Sold out |
| Sentinus, LLC | – | – | – | – | Not filed |