SEC 13F Intelligence

LEVBUSDCBDMD INC

CUSIP 12482W101 · Yahoo Finance ↗ · Google Finance ↗

Cbdmd Inc (LEVBUSD) has 37 institutional holders in Filings Flow’s 13F database, together reporting 5.06M shares worth $882,158 as of Q4 2022. The largest reported holders are Axs Investments LLC, Merlin Capital, Inc, and Advisorshares Investments LLC.

Institutional Holders
37
Q4 2022
Reported Value
$882,158
Ticker
LEVBUSD
Quarters Tracked
6

Ownership Trend

Institutional holders
Q1 ’19: 1Q1 ’19Q2 ’19: 22Q2 ’19Q3 ’19: 26Q3 ’19Q2 ’21: 53Q2 ’21Q4 ’21: 42Q4 ’21Q4 ’22: 37Q4 ’22filingsflow.com
Total reported value
Q1 ’19: $4,000Q1 ’19Q2 ’19: $9MQ2 ’19Q3 ’19: $5MQ3 ’19Q2 ’21: $26MQ2 ’21Q4 ’21: $8MQ4 ’21Q4 ’22: $882,158Q4 ’22filingsflow.com

Holders

Mixed quarters
Manager% of PortfolioValueSharesQuarter
AXS Investments LLC$290M AUM0.12%$377,7231.94MQ1 2023OLDER
AdvisorShares Investments LLC$549M AUM0.05%$163,621839.1KQ1 2023OLDER
ACT CAPITAL MANAGEMENT, LLC$127M AUM0.04%$28,000125.0KQ3 2022OLDER
Rothschild Wealth LLC$1.1B AUM0.01%$33,74824.1KQ2 2023
Cambria Investment Management, L.P.$1.8B AUM0.00%$52,882271.2KQ1 2023OLDER
Resolute Wealth Strategies, LLC$232M AUM0.00%$1,95010.0KQ1 2023OLDER
BRIDGEWAY CAPITAL MANAGEMENT, LLC$5.0B AUM0.00%$61,000270.5KQ3 2022OLDER
First City Capital Management, Inc.$189M AUM0.00%$2,00010.3KQ3 2022OLDER
MACROVIEW INVESTMENT MANAGEMENT LLC$144M AUM0.00%$5953.1KQ1 2023OLDER
ExodusPoint Capital Management, LP$12.6B AUM0.00%$32,000143.6KQ3 2022OLDER
NFSG Corp$608M AUM0.00%$7023.6KQ1 2023OLDER
CHOREO, LLC$8.1B AUM0.00%$9,75050.0KQ1 2023OLDER
Castleview Partners, LLC$195M AUM0.00%$1951.0KQ1 2023OLDER
Merit Financial Group, LLC$13.5B AUM0.00%$3,88217.1KQ4 2022OLDER
HHM Wealth Advisors, LLC$996M AUM0.00%$5853.0KQ1 2023OLDER
Tower Research Capital LLC (TRC)$3.8B AUM0.00%$315.2KQ1 2023OLDER
Engineers Gate Manager LP$8.0B AUM0.00%$2,16711.1KQ1 2023OLDER
TWO SIGMA SECURITIES, LLC$861M AUM0.00%$4,02920.7KQ1 2023OLDER
AMG National Trust Bank$4.6B AUM0.00%$2,15111.0KQ1 2023OLDER
RENAISSANCE TECHNOLOGIES LLC$63.9B AUM0.00%$46234.6KQ1 2023OLDER
Raymond James Financial Services Advisors, Inc.$75.1B AUM0.00%$29,250150.0KQ1 2023OLDER
GROUP ONE TRADING LLC$52.2B AUM0.00%$14,20072.8KQ1 2023OLDER
AMERIPRISE FINANCIAL INC$431.8B AUM0.00%$125,000553.8KQ3 2022OLDER
Verition Fund Management LLC$15.4B AUM0.00%$4,00017.5KQ3 2022OLDER
MILLENNIUM MANAGEMENT LLC$240.3B AUM0.00%$38195.9KQ1 2023OLDER
PRUDENTIAL FINANCIAL INC$81.2B AUM0.00%$8,62638.0KQ4 2022OLDER
JANE STREET GROUP, LLC$777.2B AUM0.00%$28,275145.0KQ1 2023OLDER
GEODE CAPITAL MANAGEMENT, LLC$1.61T AUM0.00%$63,884327.6KQ1 2023OLDER
Advisory Services Network, LLC$7.5B AUM0.00%$1951.0KQ1 2023OLDER
Allworth Financial LP$24.7B AUM0.00%$4882.5KQ1 2023OLDER
SUSQUEHANNA INTERNATIONAL GROUP, LLP$893.3B AUM0.00%$21,536110.4KQ1 2023OLDER
Creative Planning$147.4B AUM0.00%$2,95415.2KQ1 2023OLDER
NORTHERN TRUST CORP$756.6B AUM0.00%$14,13772.5KQ1 2023OLDER
Bank of New York Mellon Corp$543.9B AUM0.00%$9,65949.5KQ1 2023OLDER
OSAIC HOLDINGS, INC.$68.3B AUM0.00%$1,0335.3KQ1 2023OLDER
CITADEL ADVISORS LLC$618.5B AUM0.00%$4,06020.8KQ1 2023OLDER
NewEdge Advisors, LLC$27.7B AUM0.00%$39200Q1 2023OLDER
UBS Group AG$666.3B AUM0.00%$98500Q1 2023OLDER
Rockefeller Capital Management L.P.$56.4B AUM$0480Q3 2022OLDER
WIPFLI FINANCIAL ADVISORS LLC,$1.4B AUM$040Q3 2022OLDER
SIMPLEX TRADING, LLC$149.1B AUM$0700Q1 2023OLDER
CarsonAllaria Wealth Management, Ltd.$202M AUM$0134Q4 2022OLDER
BARCLAYS PLC$416.3B AUM$0100Q1 2023OLDER

Holdings are reported up to 45 days after quarter end. Share counts are as filed and not adjusted for stock splits.