undamentalytics Newsletter

Cbdmd, Inc.: which funds bought and sold

Institutions that bought and sold Cbdmd shares in Q2 2026, from the holdings they reported to the SEC on Form 13F for March 31, 2026 and June 30, 2026.

Between March 31, 2026 and June 30, 2026, 8 institutions that filed 13F reports for both quarters added to or opened positions in Cbdmd, and 8 cut or closed them. Together they sold a net 23K shares, −2.5% on what they held at the start of the quarter. Active managers and hedge funds on our list were net sellers of 22 shares (−100.0%); index fund managers were net buyers of 83K shares (+84.1%). 6 opened a new position and 4 sold out entirely.

Bought, Q2 2026 8 institutions, 6 of them new holders Sold, Q2 2026 8 institutions, 4 of them sold out
Net change, all compared −23K shares (−2.5%)
Net change, active managers −22 shares (−100.0%), 0 bought, 1 sold

Buyers versus sellers

institutions compared, 31
Active managers and hedge funds 0 bought · 1 sold · −22
Index fund managers 2 bought · 0 sold · +83K
Other institutions 6 bought · 7 sold · −107K

Biggest buyers

by change in shares held
Biggest buyers
Institution Change in shares Shares June 30, 2026 Value
Vanguard Capital Management LLC Index funds +69K +134.4% 120K $80,521
Chicago Partners Investment Group LLC +65K +478.5% 78K $45,008
Northern Trust Corp Index funds +15K New position 15K $10,030
Stonex Group Inc. +13K New position 13K $10,309
Virtu Financial LLC +10K New position 10K $7,000
Axiom Investment Management LLC +7 New position 7 $5
Arax Advisory Partners +1 New position 1 $1
Citigroup Inc +1 New position 1 $1

Biggest sellers

by change in shares held
Biggest sellers
Institution Change in shares Shares June 30, 2026 Value
UBS Group AG −143K −86.9% 22K $14,520
Xtx Topco Ltd −29K −31.8% 63K $42,226
Jane Street Group, LLC −22K −28.7% 54K $36,612
Northwestern Mutual Wealth Management Co −150 Sold out 0 —
FMR LLC Active manager −22 Sold out 0 —
Mai Capital Management −5 Sold out 0 —
Advisory Services Network, LLC −2 Sold out 0 —
Golden State Wealth Management, LLC −2 −50.0% 2 $2

New positions

largest by value
InstitutionSharesValue June 30, 2026
Stonex Group Inc. 13K $10,309
Northern Trust CorpIndex funds 15K $10,030
Virtu Financial LLC 10K $7,000
Axiom Investment Management LLC 7 $5
Arax Advisory Partners 1 $1
Citigroup Inc 1 $1

Sold out

largest by value
InstitutionSharesValue March 31, 2026
Northwestern Mutual Wealth Management Co 150 $111
FMR LLCActive manager 22 $17
Mai Capital Management 5 $4
Advisory Services Network, LLC 2 $1

Who holds the shares

13F holdings at June 30, 2026
Institutions reporting
27
Ten largest holders
93.3%
of 13F-reported shares
Index fund managers
19.9%
of 13F-reported shares
Active managers and hedge funds
0.0%
of 13F-reported shares
Buying and selling by type of institution, March 31, 2026 to June 30, 2026
TypeBoughtSoldNewSold outNet change in sharesNet %
Active managers and hedge funds 0 1 0 1 −22 −100.0%
Index fund managers 2 0 1 0 +83K +84.1%
Other institutions 6 7 5 3 −107K −12.7%

Active managers and hedge funds: a list we maintain of about 400 well-known stock-picking firms and hedge funds, matched by SEC registration number (CIK) and checked against the filer names each quarter. Index fund managers: the large index houses, such as BlackRock, Vanguard, State Street, Geode and Northern Trust. Every other filer (banks, brokers, wealth managers, pension funds, insurers and firms not on the list) counts as another institution. A firm that files under several SEC registrations appears once for each.

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