Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Cbdmd Inc (YCBD)

25 + Investors. Track Smart Money conviction in YCBD. See who's accumulating, reducing, or initiating positions.

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Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +2
Streak
4Q ▲
Buyers last Q
57%

Smart Money Signals — YCBD

Based on 25 hedge funds · latest filing: 2026 Q1 · updated quarterly

📈

Buying streak — 4 quarters in a row

last 4Q
For 4 consecutive quarters, more hedge funds added YCBD than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.
🏔️

At the ownership peak (100% of max)

100% of all-time peak
25 hedge funds hold YCBD right now — the highest count in 1.2 years. When ownership is this concentrated, any bad news can trigger a chain reaction: one big fund sells, others follow. This is a classic 'crowded trade' — high popularity doesn't equal safety.
🚀

Fast accumulation — +2400% more funds vs a year ago

fund count last 5Q
+24 new funds entered over the past year (+2400% YoY). That's a rapid rush of institutional money. Fast accumulation often signals a major thesis — but it also means the stock could fall quickly if that thesis breaks. The peak was reached in just 4 quarters from the low — a sharp move.
🟡

Slight buying edge — 57% buying

13 buying10 selling
Last quarter: 13 funds bought or added vs 10 that reduced or exited. It's nearly a 50/50 split — some institutions are convinced, others are taking profits. This mixed picture is normal near price highs.
➡️

Steady new buyers — ~9 new funds per quarter

new funds entering per quarter
Funds opening this position for the first time: 18 → 6 → 6 → 9. A stable flow of new institutional buyers suggests ongoing interest without signs of either acceleration or slowdown.
🔄

Mostly new holders — 52% entered in last year

0% conviction (2yr+) 48% medium 52% new
Only 0 funds (0%) have held >2 years. The majority of current holders are relatively new to the position. New holders tend to sell faster when prices drop — a shallow conviction base that could amplify any sell-off.
💎

Buying through price weakness — shares +17%, value -35%

Value
-35%
Shares
+17%
Last quarter: funds added +17% more shares while total portfolio value only changed -35%. Institutions were buying while the price was falling — a high-conviction accumulation signal. They're deliberately loading up on the dip.
📊

Peak discovery — momentum slowing

18 → 6 → 6 → 9 new funds/Q
New funds entering each quarter: 18 → 6 → 6 → 9. YCBD is well-known in the hedge fund world, but fresh entries are gradually declining. The explosive phase of institutional discovery is likely behind us.
🌱

Early stage — 100% of holders entered in last year

0% veterans 0% 1-2yr 100% new
Of 25 current holders: 25 (100%) entered in the past year, only 0 (0%) are 2+ year veterans. This is an early-phase institutional idea — still being discovered. High upside potential if the thesis plays out, but thin conviction base.

Strong quality — 26% AUM from major funds

26% from top-100 AUM funds
5 of 25 holders rank in the top 100 by AUM, accounting for 26% of total institutional value held. A meaningful share of the ownership value comes from the most well-resourced institutions.
6.0
out of 10
Moderate Exit Risk
Exit risk score 6.0/10 — some crowding factors present, but no critical concentration. Watch ownership trend over the next 1–2 quarters for direction.

Methodology note: these Smart Money cards use consecutive 13F disclosure snapshots, not trade-by-trade execution data. "Buying", "selling", "new holders", and "trimmed" refer to quarter-over-quarter changes in reported holders, aggregate shares, or disclosed position values between filings. They are useful for ownership regime analysis and crowding, but they do not imply exact trade timing on the filing date.

Institutional Sentiment Summary — YCBD

In 2026 Q1, 13 hedge funds were net buyers of YCBD (9 opened a new position, 4 added to an existing one), while 10 reduced or exited (3 trimmed, 7 sold completely) — a 57% buyer ratio, indicating a slight buying edge. This marks 4 consecutive quarters of net institutional buying — a persistent conviction signal. 26% of total institutional value in YCBD is held by top-100 AUM funds, reflecting strong institutional quality. Net fund flow last quarter: +2 funds (more new holders than closures). Total institutional holders: 25.

Hedge Fund Ownership: YCBD

How many hedge funds hold YCBD — quarterly history vs. share price
Quarterly hedge fund ownership of YCBD vs. share price

Market Analysis: YCBD

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: YCBD

-- --

Institutional ownership data sourced from SEC EDGAR Form 13F-HR filings.

Is It Too Late to Buy Cbdmd Inc (YCBD) Based on Hedge Fund 13F Filings?

Signal Freshness measures how much YCBD has moved relative to its sector benchmark (XLV) since the 2026 Q1 13F filing. A stock that has barely outrun its sector is still a relatively fresh entry point — the fund's thesis has not yet been priced in by the broader market.

Since Quarter End March 31, 2026 · 82d ago
YCBD
nan%
XLV
+1.9%

YCBD outperformed XLV by nan% since March 31, 2026.

Since 13F Filing Date May 15, 2026 · 37d ago
YCBD
nan%
XLV
+3.0%

Since the filing became public, YCBD outperformed XLV by nan% .

Interpretation: The stock is tracking its sector benchmark closely. The signal remains fresh and the entry point is still near the fund's implied reference. Learn more →

Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

4 top-rated funds 0 high-conviction
Consensus
3.0
/ 10
breadth
×
Elite
0.0
/ 10
conviction
Hedge Fund Positioning: YCBD
25 + Investors

Track Smart Money conviction in YCBD. See who's accumulating, reducing, or initiating positions.

Metric All 13F Filers (2026 Q1) Prior (2025 Q4) Change
Funds Holding 25 23 8.7%
13F Shares 941K 803K 17.18%
Total Value $701K $1M -35.36%
New Positions 9 6 +3
Increased Positions 4 5 -1
Closed Positions 7 3 +4
Reduced Positions 3 3 -
Total Calls 0 0 -
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: YCBD

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Short % of Float --

Financial Highlights

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Institutional Holders (2026 Q1)

25 + investors

Explore institutional interest and hedge fund ownership dynamics. Analyze portfolio weights, new positions, and conviction trends in YCBD. Verified SEC 13F-HR filings.

QUARTER:
Top 25 YCBD holders by conviction (% of portfolio weight) — 2026 Q1 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Worth Venture Partners, LLC 0.43% 184,796 $137K
2 Chapin Davis, INC. 0.01% 81,250 $60K
3 Css LLC/Il 0.00% 137,621 $102K
4 Alesco Advisors, LLC, An ESL Co 0.00% 68,513 $51K
5 XTX Topco Ltd 0.00% 92,049 $68K
6 Chicago Partners Investment Group LLC 0.00% 13,500 $13K
7 Harbour Investments, INC. 0.00% 5,200 $4K
8 UBS Group AG 0.00% 164,643 $122K
9 Commonwealth Equity Services, LLC 0.00% 16,255 $12K
10 Vanguard Fiduciary Trust Co 0.00% 47,157 $35K
11 Jane Street Group, LLC 0.00% 76,338 $57K
12 Vanguard Capital Management LLC 0.00% 51,053 $38K
13 HHM Wealth Advisors, LLC 0.00% 8
14 Golden State Wealth Management, LLC 0.00% 4
15 Northwestern Mutual Wealth Management Co 0.00% 150
16 Osaic Holdings, INC. 0.00% 63
17 Rothschild Investment LLC 0.00% 1
18 Morgan Stanley 0.00% 1,139
19 MAI Capital Management 0.00% 5
20 Farther Finance Advisors, LLC 0.00% 3
21 BlackRock, Inc. 0.00% 1,080
22 Advisory Services Network, LLC 0.00% 2
23 Group One Trading LLC 0.00% 2
24 Rockefeller Capital Management L.P. 0.00% 1
25 Fmr LLC 0.00% 22
Investor Ownership
History
% of Portfolio Prev % Rank Conviction Avg Buy Price 13F Score™ 3Y / 7Y Sell Timing Shares Mkt Value Change Change % Source Quarter Filed

Frequently Asked Questions — Cbdmd Inc (YCBD)

What does the Smart Money Trend signal show for YCBD?

Buying streak — 4 quarters in a row: For 4 consecutive quarters, more hedge funds added YCBD than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.

What is the institutional breadth score for YCBD?

Slight buying edge — 57% buying: Last quarter: 13 funds bought or added vs 10 that reduced or exited. It's nearly a 50/50 split — some institutions are convinced, others are taking profits. This mixed picture is normal near price highs.

What is the fund quality score for YCBD holders?

Strong quality — 26% AUM from major funds: 5 of 25 holders rank in the top 100 by AUM, accounting for 26% of total institutional value held. A meaningful share of the ownership value comes from the most well-resourced institutions.

How long have hedge funds held YCBD?

Mostly new holders — 52% entered in last year: Only 0 funds (0%) have held >2 years. The majority of current holders are relatively new to the position. New holders tend to sell faster when prices drop — a shallow conviction base that could amplify any sell-off.

Is it too late to buy Cbdmd Inc (YCBD) following the 2026 Q1 hedge fund 13F filings?

As of today, YCBD has moved nan% since the 2026 Q1 13F filing date (May 15, 2026), compared to +3.0% for the XLV sector ETF — an outperformance of nan%. Since the quarter end (March 31, 2026), YCBD has gained nan% vs +1.9% for XLV. The stock is tracking its sector benchmark closely. The signal remains fresh and the entry point is still near the fund's implied reference.

Where does this institutional ownership data come from?

All holdings data is sourced from SEC Form 13F filings, which institutional investment managers with over $100 million in assets are required to submit quarterly. Data is parsed directly from SEC EDGAR.

Disclaimer: The information on this page is for informational purposes only and does not constitute investment advice, a recommendation, or an offer to buy or sell any security. Institutional holdings data is sourced from SEC Form 13F filings and reflects positions as of the filing date. Past performance of any fund or portfolio is not indicative of future results. 13Foresight is not a registered investment adviser. Always conduct your own due diligence before making investment decisions.

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