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DaveManuel.com · Institutional Ownership · Who Owns It

CBDMD INC COM NEW (YCBD)

Institutional ownership reported to the SEC as of Q2 2026, across 31 quarters.

27
Reporting holders
$611.7K
Reported value
8.2%
Of shares outstanding
0.0%
Calls
0.0%
Puts
+2
Holder change

Institutions report 917,689 shares against 11,205,045 outstanding. Shares only - option lines are excluded, which is why this can be compared with the company at all. The count comes from the cover page of the company's own most recent report, so it is dated when that was filed rather than at quarter end.

Calls and puts are the parts of reported value carried in derivative lines rather than shares, and they point in opposite directions: a manager holding calls is positioned for the security, one holding puts against it - or hedging shares they already own, which is why index funds carry so many. Most sites add the two together and report one figure, which averages away the only interesting part.

Holders

Download these holders as CSV

FilerValueShares Their book Held Change
Worth Venture Partners, LLC$124.4K184,7960.28%3qHELD
CSS LLC/IL$92.6K137,6210.00%5qHELD
VANGUARD CAPITAL MANAGEMENT LLC$80.5K119,6450.00%2q+134.4%+$46.2K
CHAPIN DAVIS, INC.$54.7K81,2500.01%5qHELD
Alesco Advisors, LLC, An ESL Co$46.1K68,5130.00%5qHELD
Chicago Partners Investment Group LLC$45.0K78,0980.00%2q+478.5%+$37.2K
XTX Topco Ltd$42.2K62,7430.00%2q-31.8%-$19.7K
JANE STREET GROUP, LLC$36.6K54,4010.00%3q-28.7%-$14.8K
VANGUARD FIDUCIARY TRUST CO$31.7K47,1570.00%2qHELD
UBS Group AG$14.5K21,5760.00%5q-86.9%-$96.3K
COMMONWEALTH EQUITY SERVICES, LLC$10.9K16,2550.00%5qHELD
StoneX Group Inc.$10.3K12,7320.00%newNEW
NORTHERN TRUST CORP$10.0K14,9030.00%newNEW
Virtu Financial LLC$7.0K10,4910.00%newNEW
HARBOUR INVESTMENTS, INC.$3.5K5,2000.00%5qHELD
MORGAN STANLEY$7671,1390.00%5qHELD
BlackRock, Inc.$7271,0800.00%5qHELD
OSAIC HOLDINGS, INC.$41630.00%5qHELD
HHM Wealth Advisors, LLC$680.00%2qHELD
Axiom Investment Management LLC$570.00%newNEW
Golden State Wealth Management, LLC$220.00%5q-50.0%
Farther Finance Advisors, LLC$230.00%5qHELD
ROTHSCHILD INVESTMENT LLC$110.00%5qHELD
CITIGROUP INC$110.00%newNEW
GROUP ONE TRADING LLC$120.00%5qHELD
Arax Advisory Partners$110.00%newNEW
Rockefeller Capital Management L.P.$110.00%4qHELD

What the company announced

Form 8-K filings from the last 120 days, showing only the items worth a reader's attention. Earnings releases, exhibit attachments and general disclosures are filed constantly and are left out. Filed is when the SEC received it; event is the date the company says the thing happened.

FiledEvent dateWhatSource
2026-09-022026-09-01Material agreement entered Charter or bylaws amendedfiling

Quarter by quarter

Coverage begins with the quarter ending 2018-12-31. Earlier filings exist only as occasional late amendments, too sparse to describe a market, so they are not shown.

QuarterHoldersValue SharesNewAdded TrimmedOptions
Q3 20263$50.3K118,5280010.0%
Q2 202627$611.7K917,6896240.0%
Q1 202625$700.6K940,8556520.0%
Q4 202524$1.1M802,9837530.0%
Q3 202520$528.1K436,1625320.0%
Q2 202519$433.2K485,23119000.0%
Q1 202523$84.4K372,4818420.0%
Q4 202417$69.3K185,0263030.0%
Q3 202418$73.5K148,7882350.0%
Q2 202418$50.1K84,9612130.0%
Q1 202419$101.6K108,9532330.0%
Q4 202325$226.7K218,3115620.0%
Q3 202321$150.1K145,1685330.0%
Q2 202321$192.9K137,61721000.0%
Q1 202345$1.4M7,223,76741080.1%
Q4 202243$1.6M7,200,49271061.0%
Q3 202243$4.9M21,462,78838140.5%
Q2 202247$4.1M9,177,462810151.9%
Q1 202246$16.4M15,407,510811142.2%
Q4 202149$14.3M12,383,04651996.8%
Q3 202157$22.5M10,160,345714196.0%
Q2 202162$35.2M11,496,3921317155.4%
Q1 202156$47.2M10,750,319182075.8%
Q4 202049$27.2M8,363,6361214109.4%
Q3 202043$13.6M6,223,503913118.7%
Q2 202049$10.1M4,999,1832110135.2%
Q1 202049$31.9M34,347,828122270.0%
Q4 201945$7.7M3,426,855101380.2%
Q3 201940$11.4M2,890,25191690.0%
Q2 201934$15.8M2,713,75333000.0%
Q1 20191$4.0K1,0001000.0%