YCBD · Company research
cbdMD, Inc. Common Stock (YCBD): Ownership & Institutional Holders
Reported institutional positions. Filing dates and sources matter.
RESEARCH CONTEXT
Understand the numbers
Reported institutional positions. Filing dates and sources matter. Use period, currency, units and source fields when interpreting values.
32records availableEnergy
Ownership & Institutional Holders data
Database-backed records only
| holder name | cik | period end | shares held | market value | ownership percent | shares change | shares change percent | filing date | data source |
|---|---|---|---|---|---|---|---|---|---|
| Alesco Advisors, LLC, An ESL Co | 1269978 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 68513 | 46109 | — | — | — | Aug 5, 2026 | SEC_13F_DATASET |
| GROUP ONE TRADING LLC | 932540 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 2 | 1 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| Axiom Investment Management LLC | 1513703 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 7 | 5 | — | — | — | Jul 31, 2026 | SEC_13F_DATASET |
| Arax Advisory Partners | 1586767 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 1 | 1 | — | — | — | Aug 10, 2026 | SEC_13F_DATASET |
| OSAIC HOLDINGS, INC. | 1677044 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 63 | 41 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| NORTHERN TRUST CORP | 73124 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 14903 | 10030 | — | — | — | Aug 13, 2026 | SEC_13F_DATASET |
| XTX Topco Ltd | 1828301 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 62743 | 42226 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| JANE STREET GROUP, LLC | 1595888 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 40652 | 27359 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| VANGUARD FIDUCIARY TRUST CO | 933478 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 47157 | 31737 | — | — | — | Aug 13, 2026 | SEC_13F_DATASET |
| CHAPIN DAVIS, INC. | 872098 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 81250 | 54681 | — | — | — | Jul 7, 2026 | SEC_13F_DATASET |
| MORGAN STANLEY | 895421 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 1139 | 767 | — | — | — | Aug 13, 2026 | SEC_13F_DATASET |
| BlackRock, Inc. | 2012383 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 1080 | 727 | — | — | — | Aug 7, 2026 | SEC_13F_DATASET |
| CITIGROUP INC | 831001 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 1 | 1 | — | — | — | Aug 3, 2026 | SEC_13F_DATASET |
| Golden State Wealth Management, LLC | 1776033 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 2 | 2 | — | — | — | Jul 22, 2026 | SEC_13F_DATASET |
| Rockefeller Capital Management L.P. | 1739439 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 1 | 1 | — | — | — | Aug 13, 2026 | SEC_13F_DATASET |
| Virtu Financial LLC | 1533964 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 10491 | 7 | — | — | — | Aug 13, 2026 | SEC_13F_DATASET |
| UBS Group AG | 1610520 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 18650 | 12551 | — | — | — | Aug 13, 2026 | SEC_13F_DATASET |
| HHM Wealth Advisors, LLC | 1750086 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 8 | 6 | — | — | — | Jul 13, 2026 | SEC_13F_DATASET |
| Worth Venture Partners, LLC | 1696778 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 184796 | 124368 | — | — | — | Aug 10, 2026 | SEC_13F_DATASET |
| VANGUARD CAPITAL MANAGEMENT LLC | 2100119 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 119645 | 80521 | — | — | — | Aug 13, 2026 | SEC_13F_DATASET |
| Northern Trust Corp | 73124 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 14903 | 10030000 | — | — | — | Aug 13, 2026 | SEC_13F_HR |
| Blackrock, Inc. | 2012383 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 1080 | 727000 | — | — | — | Aug 7, 2026 | SEC_13F_HR |
| StoneX Group Inc. | 913760 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 12732 | 10309 | — | — | — | Aug 12, 2026 | SEC_13F_DATASET |
| Citigroup Inc. | 831001 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 1 | 1000 | — | — | — | Aug 3, 2026 | SEC_13F_HR |
| Chicago Partners Investment Group LLC | 1563525 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 78098 | 45008 | — | — | — | Jul 30, 2026 | SEC_13F_DATASET |
| COMMONWEALTH EQUITY SERVICES, LLC | 312272 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 16255 | 10940 | — | — | — | Jul 29, 2026 | SEC_13F_DATASET |
| CSS LLC/IL | 1103646 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 137621 | 92619 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| Blackrock, Inc. | 2012383 | Tue Mar 31 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 1080 | 801000 | — | — | — | May 13, 2026 | SEC_13F_HR |
| Citigroup Inc. | 831001 | Wed Dec 31 2025 00:00:00 GMT+0000 (Coordinated Universal Time) | 31400 | 42390000 | — | — | — | Feb 13, 2026 | SEC_13F_HR |
| StoneX Group Inc. | 913760 | Wed Dec 31 2025 00:00:00 GMT+0000 (Coordinated Universal Time) | 11375 | 15356000 | — | — | — | Feb 12, 2026 | SEC_13F_HR |
| Blackrock, Inc. | 2012383 | Wed Dec 31 2025 00:00:00 GMT+0000 (Coordinated Universal Time) | 1080 | 1458000 | — | — | — | Feb 12, 2026 | SEC_13F_HR |
| Blackrock, Inc. | 2012383 | Tue Sep 30 2025 00:00:00 GMT+0000 (Coordinated Universal Time) | 1080 | 1307000 | — | — | — | Nov 12, 2025 | SEC_13F_HR |
Informational research only, not financial advice. Forecasts are uncertain and can be wrong.