Among active 13F managers last quarter, 4 opened and 3 added, while none reduced or exited; the largest holder to move was XTX Topco Ltd (new position). No open-market insider trades in the last 180 days.
Funds lean in and no leg opposes.
25 tracked 13F filers disclose a position in YCBD as of the latest SEC 13F filings, a combined $630K in reported value. Holders and values reflect the 13F filers Arkolith currently tracks, not the entire institutional universe. Counts and totals are a floor, not the full institutional ownership.
| # | Fund | Shares | Position value | Last move | As of | History |
|---|---|---|---|---|---|---|
| 1 | UBS Group AG | 165K | $122K | ▲16× Added · +154K sh | Q1 2026 | |
| 2 | CSS LLC | 138K | $93K | —Held | Q2 2026 | |
| 3 | Vanguard Capital Management LLC | 120K | $81K | ▲+134% Added · +69K sh | Q2 2026 | |
| 4 | XTX Topco Ltd | 92K | $68K | ▲New +92K sh | Q1 2026 | |
| 5 | Chapin Davis, Inc. | 81K | $55K | —Held | Q2 2026 | |
| 6 | Chicago Partners Investment Group LLC | 78K | $45K | ▲+479% Added · +65K sh | Q2 2026 | |
| 7 | Jane Street Group, LLC | 76K | $57K | ▲+49% Added · +25K sh | Q1 2026 | |
| 8 | Alesco Advisors, LLC, An ESL Co | 69K | $51K | —Held | Q1 2026 | |
| 9 | Vanguard Fiduciary Trust Co | 47K | $32K | —Held | Q2 2026 | |
| 10 | Commonwealth Equity Services, LLC | 16K | $12K | —Held | Q1 2026 | |
| 11 | StoneX Group Inc. | 13K | $10K | ▲Added Added · +13K sh | Q2 2026 | |
| 12 | Harbour Investments, Inc. | 5K | $4K | —Held | Q1 2026 | |
| 13 | Morgan Stanley | 1K | $845 | —Held | Q1 2026 | |
| 14 | BlackRock, Inc. | 1K | $727 | —Held | Q2 2026 | |
| 15 | Northwestern Mutual Wealth Management Co | 150 | $111 | ▲+50% Added · +50 sh | Q1 2026 | |
| 16 | Osaic Holdings, Inc. | 63 | $45 | ▲+15% Added · +8 sh | Q1 2026 | |
| 17 | HHM Wealth Advisors, LLC | 8 | $6 | —Held | Q2 2026 | |
| 18 | Axiom Investment Management LLC | 7 | $5 | ▲New +7 sh | Q2 2026 | |
| 19 | Farther Finance Advisors, LLC | 3 | $2 | ▲+50% Added · +1 sh | Q1 2026 | |
| 20 | Golden State Wealth Management, LLC | 2 | $2 | ▼−50% Reduced · −2 sh | Q2 2026 | |
| 21 | Group One Trading LLC | 2 | $1 | —Held | Q2 2026 | |
| 22 | Advisory Services Network, LLC | 2 | $1 | ▲New +2 sh | Q1 2026 | |
| 23 | Rockefeller Capital Management L.P. | 1 | $1 | —Held | Q1 2026 | |
| 24 | Arax Advisory Partners | 1 | $1 | ▲New +1 sh | Q2 2026 | |
| 25 | Rothschild Investment LLC | 1 | $1 | —Held | Q2 2026 |
Holders and values reflect the 13F filers Arkolith currently tracks, not the entire institutional universe. Counts and totals are a floor, not the full institutional ownership.
Last quarter, 4 funds opened a new position in YCBD and 3 added to an existing one, while none reduced or exited. Based on 13F filings from active, signal-eligible managers (passive index funds and other mechanical holders are excluded from this count).
| Company | Co-held by | Their position there |
|---|---|---|
| Nvidia CorpNVDA | 12 funds | $1.1B |
| Vanguard S&P 500 ETFVOO | 12 funds | $993.4M |
| SS SPDR S&P 500 ETF Trust-USSPY | 12 funds | $976.6M |
| Microsoft CorpMSFT | 12 funds | $594.0M |
| Broadcom IncAVGO | 12 funds | $299.2M |
| Meta Platforms Inc-Class AMETA | 12 funds | $223.8M |
| Chevron CorpCVX | 12 funds | $175.9M |
| Merck & Co. Inc.MRK | 12 funds | $146.8M |
| Ishares Gold TrustIAU | 12 funds | $95.4M |
| Intl Business Machines CorpIBM | 12 funds | $94.9M |
| Oracle CorpORCL | 12 funds | $81.1M |
| Boeing CoBA | 12 funds | $53.8M |
Ranked by how many of YCBD's tracked holders also hold each name. The last column is those co-holders' combined reported position in that name, not in YCBD.
| Date | Insider | Role | Action | Shares | Value |
|---|---|---|---|---|---|
| Dec 17, 2025 | Crosnoe Clark R. | 10% Owner | Sell (S) 3 lots, same day | 551K | $1.3M |
| May 3, 2023 | Kennedy Thomas Ronan | Interim CEO and CFO | Sell (P) | 5K | $11K |
| Aug 24, 2021 | Kennedy Thomas Ronan | CFO & COO | Buy (P) | 7K | $15K |
| Jul 22, 2021 | Wiesehan John J III | Chief Revenue Officer | Buy (P) | 162K | — |
| Mar 11, 2021 | Sumichrast Martin A. | Chairman & CO-CEO, Director | Sell (S) | 65K | $257K |
| Mar 10, 2021 | Sumichrast Martin A. | Chairman & CO-CEO, Director | Sell (S) | 60K | $240K |
| Mar 2, 2021 | Raines William F III | Director | Sell (S) | 20K | $81K |
| Feb 19, 2021 | Sumichrast Martin A. | Chairman & CO-CEO, Director | Sell (S) 2 lots, same day | 480K | $2.1M |
| Feb 18, 2021 | Sumichrast Martin A. | Chairman & CO-CEO, Director | Sell (S) 2 lots, same day | 226K | $1.0M |
| Feb 17, 2021 | Sumichrast Martin A. | Chairman & CO-CEO, Director | Sell (S) 2 lots, same day | 85K | $386K |
| Aug 14, 2020 | Sellers Bakari T. | Director | Sell (S) | 10K | $34K |
| Mar 9, 2020 | Ghiloni Peter J. | Director | Buy (P) | 25K | $19K |
One row per insider, day and transaction code; shares and value are summed across the lots. Every lot is on the full insider page and in the filing.
Where institutional funds (13F), corporate insiders (Form 4) and US House members (STOCK Act) are buying or selling the same name in the same window. Green is buying, red is selling.
Insiders and Congress: last 180 days. Funds: latest 13F, top 100 holders incl. passive
| Source | Buying | Selling | Net |
|---|---|---|---|
13F funds Top 100 holders by value, passive included; the hero counts active managers only | 8 | 1 | – |
Insiders Form 4 open-market | 0 | 0 | $0 |
US House STOCK Act trades | 0 | 0 | $0 |
Capital Rotation reports where institutional capital disclosed rotating, as of the latest public SEC 13F filings. It is data, not investment advice, a recommendation, or a prediction. Filings lag about 45 days and cover long US equity positions only. Past disclosed flows do not indicate future prices. Do your own research; consult a licensed advisor.
Connected entities for YCBD
This stock page is the public Follow view. For one current, evidence-backed answer, use capital_change_brief through REST or MCP. It compares tracked 13F changes with qualifying Form 4 activity and cites the SEC evidence.
curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/stocks/YCBD/capital-change-brief"
Use Arkolith's capital_change_brief for YCBD. Tell me what changed, whether insider activity corroborates it, and cite the SEC evidence.
13F holdings + Form 4 insider transactions + end-of-day price history + the live filing stream, joined for YCBD. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.