cbdMD, Inc. (YCBD) Institutional Ownership

Institutions by Trading Activity

4,014,131Shares Outstanding

68,513Shares held by institutions

$63,032Value of institutional holdings

6.51%Institutional ownership %

8.17%Shares Changed QoQ

6No. of institutional investors

A total of 6 institutions have reported a stake in cbdMD, Inc. (NYSE:YCBD) as of December 2025, according to recent 13F filings with the SEC.

Institutional ownership in cbdMD edged down to 6.5% in December 2025, compared to 10.9% in September 2025.
On a quarter-over-quarter basis, institutional holdings shifted by 8.17%, with a year-over-year a decrease of 62.50% in the count of filers.
A review of institutional activity for cbdMD shows 3 of 6 filers increasing their positions, while 2 reduced their stake, and 1 remained unchanged.
The total number of shares held by institutions in cbdMD increased to 261.38K as of December 2025, a net change of up by 19.74K shares quarter on quarter, and up 76.37K shares year over year.
With 98.21K shares, VANGUARD GROUP INC commands the largest institutional position in cbdMD as of December 31, 2025, equating to 2.45% of the company.
Among the most significant buyers of cbdMD during December 2025 were VANGUARD GROUP INC (46.65K), UBS Group AG (10.15K), Camelot Portfolios, LLC (3.25K).
Leading sellers of cbdMD stock in December 2025 included CHAPIN DAVIS, INC. (40.30K), Farther Finance Advisors, LLC (1).
The top 6 institutional holders of cbdMD for the quarter ending December 2025 included VANGUARD GROUP INC (98.21K), CHAPIN DAVIS, INC. (81.25K), ALESCO ADVISORS LLC (68.51K), UBS Group AG (10.15K), Camelot Portfolios, LLC (3.25K), Farther Finance Advisors, LLC (2).

68,513 Total Shares Held

Rows:

Owner Name	Date	Shares Held	Change (QoQ)	Change (%)	Value (USD)
CSS LLC/IL	30 Sep, 2025	142,621	0	0.00%	$172,572.00
CHAPIN DAVIS, INC.	30 Sep, 2025	121,551	2,925	2.47%	$147,077.00
ALESCO ADVISORS LLC	30 Sep, 2025	68,513	0	0.00%	$82,901.00
VANGUARD GROUP INC	30 Sep, 2025	51,563	51,563	0.00%	$62,391.00
COMMONWEALTH EQUITY SERVICES, LLC	30 Sep, 2025	16,255	0	0.00%	$20.00
Scientech Research LLC	30 Sep, 2025	15,406	15,406	0.00%	$18,641.00
Sassicaia Capital Advisers LLC	30 Sep, 2025	12,000	12,000	0.00%	$14,520.00
HARBOUR INVESTMENTS, INC.	30 Sep, 2025	5,200	0	0.00%	$6,292.00
MORGAN STANLEY	30 Sep, 2025	1,139	0	0.00%	$1,378.00
BlackRock, Inc.	30 Sep, 2025	1,080	-34	-3.05%	$1,307.00
Tower Research Capital LLC (TRC)	30 Sep, 2025	722	657	1,010.77%	$874.00
BANK OF AMERICA CORP /DE/	30 Sep, 2025	75	8	11.94%	$90.00
OSAIC HOLDINGS, INC.	30 Sep, 2025	14	0	0.00%	$10.00
UBS Group AG	30 Sep, 2025	5	-1,589	-99.69%	$6.00
Golden State Wealth Management, LLC	30 Sep, 2025	4	0	0.00%	$4.00
Farther Finance Advisors, LLC	30 Sep, 2025	3	0	0.00%	$4.00
GROUP ONE TRADING LLC	30 Sep, 2025	2	0	0.00%	$2.00
Advisory Services Network, LLC	30 Sep, 2025	2	2	0.00%	$2.00
Rockefeller Capital Management L.P.	30 Sep, 2025	1	1	0.00%	$1.00
ROTHSCHILD INVESTMENT LLC	30 Sep, 2025	1	0	0.00%	$1.00