Cadence BankCADE
13F holders, Q1 2024 (March 31)283holders
5famous investors
$29.03avg. 13F price*
At the end of Q1 2024, 283 institutions reported holding Cadence Bank (CADE) in their 13F filings. The largest holders were Vanguard Group Inc. ($587.9M), BlackRock Inc. ($513.6M) and FMR LLC ($474.5M). 5 famous investors held it, including Ken Griffin (0.1% of Citadel Advisors's portfolio), Israel Englander (0.0% of Millennium Management's portfolio) and Mario Gabelli (0.0% of GAMCO Investors's portfolio).
- Company
- Cadence Bank
- CUSIP
- 12740C103
- Latest filing quarter
- Q1 2026
History
Number of 13F holders
Total Exit/New Position Q1 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 24 | $14.3M |
| Exits | 27 | $52.6M |
Ownership 283 holders
| Vanguard Group Inc. | 0.01% | Add +4.9% | 20,271,283 | $587.9M |
| BlackRock Inc. | 0.01% | Add +0.4% | 17,710,314 | $513.6M |
| FMR LLC | 0.03% | Reduce -0.1% | 16,362,706 | $474.5M |
| State Street Corp. | 0.01% | Reduce -1.2% | 9,374,147 | $274.1M |
| Dimensional Fund Advisors LP | 0.07% | Reduce -0.1% | 9,232,031 | $267.7M |
| Wellington Management Group LLP | 0.04% | Add +3.3% | 8,683,035 | $251.8M |
| T. Rowe Price Investment Management, Inc. | 0.10% | Add +28.5% | 5,626,769 | $163.2M |
| Silvercrest Asset Management Group LLC | 1.08% | Reduce -11.4% | 5,481,143 | $159.0M |
| Geode Capital Management, LLC | 0.01% | Add +3.1% | 4,112,353 | $119.3M |
| Fuller & Thaler Asset Management, Inc. | 0.40% | Reduce -44.0% | 3,163,342 | $91.7M |
| Citadel Advisors | 0.09% | Add +69.4% | 3,153,429 | $91.4M |
| Macquarie Group Ltd. | 0.08% | Reduce -3.1% | 2,448,545 | $71.0M |
| Northern Trust Corp. | 0.01% | Reduce -9.2% | 2,285,449 | $66.3M |
| Charles Schwab Investment Management Inc. | 0.01% | Add +3.6% | 2,090,683 | $60.6M |
| Bank of New York Mellon Corp | 0.01% | Reduce -3.1% | 2,052,481 | $59.5M |
| Norges Bank | 0.01% | Reduce -1.9% | 2,004,620 | $58.1M |
| American Century Companies Inc. | 0.04% | Add +15.9% | 1,941,901 | $56.3M |
| Morgan Stanley | 0.00% | Reduce -3.6% | 1,845,277 | $53.5M |
| Vaughan Nelson Investment Management, L.P. | 0.45% | Add +14.8% | 1,759,818 | $51.0M |
| First Trust Advisors LP | 0.05% | Add +44.3% | 1,708,597 | $49.5M |
| Fisher Asset Management | 0.02% | Reduce -13.7% | 1,430,249 | $41.5M |
| Millennium Management | 0.04% | Reduce -11.0% | 1,420,574 | $41.2M |
| Goldman Sachs Group Inc. | 0.01% | Add +11.8% | 1,320,552 | $38.3M |
| Segall Bryant & Hamill, LLC | 0.69% | Reduce -1.6% | 1,275,261 | $37.0M |
| Cramer Rosenthal McGlynn LLC | 1.47% | Reduce -26.0% | 932,086 | $27.0M |
| Ranger Investment Management, L.P. | 1.70% | Reduce -13.7% | 910,549 | $26.4M |
| Cadence Bank | 1.85% | Reduce -6.2% | 875,352 | $25.4M |
| Balyasny Asset Management L.P. | 0.07% | Add +2717.6% | 854,675 | $24.8M |
| Principal Financial Group Inc. | 0.01% | Add +5.4% | 826,476 | $24.0M |
| Bank of America Corp. | 0.00% | Reduce -1.8% | 764,725 | $22.2M |
| Janus Henderson Group PLC | 0.01% | Reduce -0.3% | 698,924 | $20.3M |
| Nuveen Asset Management, LLC | 0.01% | Reduce -1.0% | 677,858 | $19.7M |
| Rhumbline Advisers | 0.02% | Add +1.1% | 639,667 | $18.6M |
| JPMorgan Chase & Co. | 0.00% | Add +28.3% | 565,070 | $16.4M |
| Barclays PLC | 0.01% | Reduce -9.9% | 547,961 | $15.9M |
| Manufacturers Life Insurance Company, The | 0.01% | Reduce -6.8% | 547,548 | $15.9M |
| HSBC Holdings PLC | 0.01% | Add +23.1% | 486,107 | $14.1M |
| Brandywine Global Investment Management, LLC | 0.10% | Reduce -0.7% | 483,221 | $14.0M |
| Loomis Sayles & Co. L P | 0.02% | Reduce -0.1% | 457,499 | $13.3M |
| Deutsche Bank AG | 0.01% | Reduce -25.6% | 436,918 | $12.7M |
| Ameriprise Financial Inc. | 0.00% | Reduce -7.3% | 427,415 | $12.4M |
| Nicholas Hoffman & Company, LLC. | 0.61% | Reduce -0.1% | 415,564 | $12.1M |
| Alliancebernstein L.P. | 0.00% | Reduce -2.4% | 398,037 | $11.5M |
| State of Wisconsin Investment Board | 0.03% | Reduce -10.9% | 394,579 | $11.4M |
| Natixis Advisors, LLC | 0.03% | Add +32.8% | 388,430 | $11.3M |
| Stieven Capital Advisors, L.P. | 2.23% | Reduce -4.3% | 369,222 | $10.7M |
| Rafferty Asset Management, LLC | 0.04% | Add +9.3% | 362,723 | $10.5M |
| Thrivent Financial for Lutherans | 0.02% | Reduce -26.1% | 361,704 | $10.5M |
| Swiss National Bank | 0.01% | No change | 360,153 | $10.4M |
| Wedge Capital Management L L P | 0.17% | Reduce -3.9% | 354,986 | $10.3M |
| Invesco Ltd. | 0.00% | Reduce -32.1% | 337,385 | $9.8M |
| California Public Employees Retirement System | 0.01% | Add +1.6% | 335,240 | $9.7M |
| American International Group, Inc. | 0.03% | Reduce -1.7% | 330,174 | $9.6M |
| ProShare Advisors LLC | 0.02% | Reduce -2.5% | 311,849 | $9.0M |
| Citigroup Inc. | 0.01% | Add +31.0% | 302,328 | $8.8M |
| Susquehanna Portfolio Strategies, LLC | 0.19% | No change | 274,275 | $8.0M |
| Legal & General Group Plc | 0.00% | Add +1.6% | 273,929 | $7.9M |
| Raymond James & Associates | 0.01% | Reduce -47.8% | 254,790 | $7.4M |
| Great Lakes Advisors, LLC | 0.06% | Reduce -2.6% | 252,462 | $7.3M |
| Keeley-Teton Advisors, LLC | 0.85% | Add +2.7% | 237,291 | $6.9M |
| UBS Group AG | 0.00% | Reduce -6.8% | 233,274 | $6.8M |
| Russell Investments Group, Ltd. | 0.01% | Add +0.3% | 230,377 | $6.7M |
| Retirement Systems of Alabama | 0.03% | Add +0.3% | 229,380 | $6.7M |
| Comerica Bank | 0.03% | Reduce -7.3% | 226,883 | $6.6M |
| New York State Teachers Retirement System | 0.01% | Add +1.8% | 221,147 | $6.4M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.00% | Reduce -2.0% | 209,584 | $6.1M |
| Hardy Reed LLC | 0.75% | Reduce -0.3% | 208,828 | $6.1M |
| Portfolio Strategies, Inc. | 0.41% | New | 208,828 | $6.1M |
| MetLife Investment Management, LLC | 0.04% | Reduce -2.8% | 190,033 | $5.5M |
| Credit Suisse AG/ | 0.01% | Add +3.6% | 183,723 | $5.3M |
| California State Teachers Retirement System | 0.01% | Reduce -5.4% | 182,666 | $5.3M |
| Mendon Capital Advisors Corp. | 2.86% | Reduce -75.0% | 25,000 | $5.1M |
| Texas Permanent School Fund Corp. | 0.04% | Add +1.4% | 159,866 | $4.6M |
| Teachers Retirement System of the State of Kentucky | 0.04% | Reduce -1.0% | 159,277 | $4.6M |
| Curi Capital, LLC | 0.10% | Add +50.0% | 150,000 | $4.3M |
| Kennedy Capital Management LLC | 0.09% | Reduce -30.8% | 146,840 | $4.3M |
| Federated Hermes, Inc. | 0.01% | Reduce -19.0% | 145,791 | $4.2M |
| Sentinel Trust Co. Lba | 0.54% | No change | 143,248 | $4.2M |
| Homestead Advisers Corp | 0.09% | No change | 136,750 | $4.0M |
| Csenge Advisory Group | 0.22% | Add +0.0% | 132,590 | $3.8M |
| New York State Common Retirement Fund | 0.01% | Add +16.5% | 130,792 | $3.8M |
| NFJ Investment Group, LLC | 0.10% | Reduce -0.3% | 130,072 | $3.8M |
| Baird Financial Group, Inc. | 0.01% | Reduce -4.2% | 129,126 | $3.7M |
| King Luther Capital Management Corp. | 0.02% | No change | 119,607 | $3.5M |
| Nordea Investment Management AB | 0.00% | Reduce -0.7% | 116,079 | $3.4M |
| Mutual of America Capital Management LLC | 0.03% | Reduce -3.6% | 108,839 | $3.2M |
| T. Rowe Price Associates Inc. | 0.00% | Reduce -3.3% | 107,432 | $3.1M |
| Susquehanna International Group, LLP | 0.00% | Reduce -55.1% | 103,325 | $3.0M |
| Halter Ferguson Financial Inc. | 2.30% | No change | 102,161 | $3.0M |
| State of New Jersey Common Pension Fund D | 0.01% | No change | 102,143 | $3.0M |
| Amalgamated Bank | 0.02% | Reduce -9.2% | 95,763 | $2.8M |
| LPL Financial LLC | 0.00% | Reduce -8.8% | 91,561 | $2.7M |
| TD Asset Management Inc | 0.00% | Add +6.2% | 88,728 | $2.6M |
| Prudential Financial Inc. | 0.00% | Reduce -21.8% | 83,476 | $2.4M |
| Yousif Capital Management, LLC | 0.03% | Reduce -2.3% | 82,915 | $2.4M |
| Concurrent Investment Advisors, LLC | 0.09% | Reduce -1.7% | 79,786 | $2.3M |
| Raymond James Financial Services Advisors, Inc. | 0.00% | Reduce -30.7% | 77,263 | $2.2M |
| GAMCO Investors | 0.02% | No change | 71,360 | $2.1M |
| Wells Fargo & Company | 0.00% | Reduce -7.3% | 69,434 | $2.0M |
| Forest Hill Capital, LLC | 1.66% | Reduce -80.3% | 66,352 | $1.9M |
| Wealth Enhancement Advisory Services, LLC | 0.00% | Reduce -1.8% | 63,808 | $1.9M |
| Ensign Peak Advisors, Inc | 0.00% | Reduce -4.8% | 62,350 | $1.8M |
| Arbor Investment Advisors, LLC | 0.26% | No change | 61,926 | $1.8M |
| Cerity Partners LLC | 0.00% | New | 61,405 | $1.8M |
| Voya Investment Management LLC | 0.00% | Reduce -18.6% | 59,054 | $1.7M |
| Ameritas Investment Partners, Inc. | 0.06% | No change | 58,791 | $1.7M |
| Silverleafe Capital Partners, LLC | 0.70% | No change | 58,469 | $1.7M |
| Mirae Asset Global Investments Co., Ltd. | 0.00% | Reduce -36.6% | 78,728 | $1.7M |
| Clearbridge Investments, LLC | 0.00% | No change | 52,699 | $1.5M |
| Louisiana State Employees Retirement System | 0.03% | Add +2.5% | 52,600 | $1.5M |
| Arizona State Retirement System | 0.01% | Reduce -1.7% | 50,221 | $1.5M |
| Sei Investments Co. | 0.00% | Reduce -20.0% | 50,178 | $1.5M |
| Howard Financial Services, LTD. | 0.25% | No change | 50,090 | $1.5M |
| State Board of Administration of Florida Retirement System | 0.00% | Add +32.4% | 68,892 | $1.4M |
| Virtue Capital Management, LLC | 0.26% | Add +23.0% | 4,655 | $1.4M |
| Wesbanco Bank Inc. | 0.05% | New | 46,816 | $1.4M |
| Beacon Pointe Advisors, LLC | 0.01% | No change | 45,709 | $1.3M |
| Oregon Public Employees Retirement Fund | 0.03% | Reduce -12.1% | 45,174 | $1.3M |
| Teza Capital Management LLC | 0.17% | New | 44,827 | $1.3M |
| State of Michigan Retirement System | 0.01% | Add +2.3% | 44,810 | $1.3M |
| Nisa Investment Advisors, LLC | 0.01% | Reduce -0.5% | 43,020 | $1.3M |
| HighTower Advisors, LLC | 0.00% | Reduce -32.1% | 43,183 | $1.3M |
| Victory Capital Management Inc. | 0.00% | Add +10.6% | 41,164 | $1.2M |
| Northwestern Mutual Investment Management Company, LLC | 0.03% | Add +0.3% | 40,742 | $1.2M |
| Commonwealth of Pennsylvania Public School Empls Retrmt SYS | 0.01% | Add +0.3% | 40,407 | $1.2M |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 0.00% | Reduce -5.1% | 39,878 | $1.2M |
| Diversified Trust Co. | 0.03% | No change | 39,100 | $1.1M |
| LSV Asset Management | 0.00% | No change | 38,950 | $1.1M |
| New Mexico Educational Retirement Board | 0.04% | No change | 37,300 | $1.1M |
| Beam Wealth Advisors, Inc. | 0.65% | No change | 37,069 | $1.1M |
| Mustard Seed Financial, LLC | 1.02% | Reduce -0.4% | 35,127 | $1.0M |
| Royal Bank of Canada | 0.00% | Reduce -62.5% | 34,407 | $998K |
| Bank of Montreal | 0.00% | Reduce -86.2% | 34,246 | $996K |
| Gilliland Jeter Wealth Management LLC | 0.34% | Add +0.8% | 33,560 | $973K |
| Handelsbanken Fonder AB | 0.00% | No change | 33,158 | $962K |
| Cullen/Frost Bankers, Inc. | 0.01% | Reduce -5.4% | 32,283 | $936K |
| Sanders Morris Harris LLC | 0.17% | New | 31,864 | $924K |
| Vest Financial, LLC | 0.02% | Add +293.0% | 30,589 | $887K |
| Linscomb Wealth, Inc. | 0.05% | Reduce -57.8% | 30,230 | $877K |
| Security National Bank | 0.13% | No change | 29,829 | $865K |
| Ironwood Investment Management LLC | 0.42% | Reduce -1.6% | 29,391 | $852K |
| Moody National Bank Trust Division | 0.07% | No change | 29,087 | $844K |
| Sit Investment Associates Inc. | 0.02% | Add +8.6% | 28,625 | $830K |
| Pathstone Holdings, LLC | 0.00% | Add +6.5% | 28,118 | $815K |
| Pacer Advisors, Inc. | 0.00% | Reduce -0.9% | 27,222 | $789K |
| Jane Street Group, LLC | 0.00% | Reduce -85.7% | 26,961 | $782K |
| Xponance LLC | 0.01% | Reduce -1.2% | 26,217 | $760K |
| Corient Private Wealth LP | 0.00% | Add +7.1% | 25,045 | $726K |
| Lathrop Investment Management Co. | 0.14% | No change | 25,014 | $725K |
| South Dakota Investment Council | 0.02% | No change | 25,000 | $725K |
| Entropy Technologies, LP | 0.08% | New | 24,692 | $716K |
| Ignite Planners, LLC | 0.19% | Reduce -10.3% | 23,927 | $687K |
| Pictet Asset Management Holding SA | 0.00% | Add +14.2% | 23,659 | $686K |
| Gabelli Funds LLC | 0.01% | Reduce -20.3% | 23,500 | $682K |
| Public Employees Retirement Association of Colorado | 0.00% | Reduce -19.1% | 22,872 | $663K |
| Envestnet Asset Management Inc. | 0.00% | Add +12.5% | 21,437 | $622K |
| Academy Capital Management | 0.12% | No change | 20,950 | $608K |
| SG Americas Securities, LLC | 0.00% | Add +139.8% | 20,666 | $599K |
| Wealthcare Advisory Partners LLC | 0.02% | Add +0.8% | 19,956 | $579K |
| State of Alaska, Department of Revenue | 0.01% | No change | 19,725 | $572K |
| Creative Planning | 0.00% | Add +0.2% | 19,453 | $564K |
| Stifel Financial Corp. | 0.00% | Reduce -3.9% | 18,121 | $526K |
| MAI Capital Management | 0.01% | No change | 17,895 | $519K |
| Intergy Private Wealth, LLC | 0.21% | Reduce -3.2% | 17,780 | $516K |
| AQR Capital Management | 0.00% | Add +5.3% | 17,367 | $504K |
| NJ State Employees Deferred Compensation Plan | 0.06% | No change | 16,800 | $487K |
| Procyon Advisors, LLC | 0.04% | Reduce -0.1% | 16,689 | $484K |
| Wolverine Asset Management LLC | 0.04% | Add +1419.7% | 15,987 | $464K |
| Sheets Smith Wealth Management | 0.05% | Add +0.1% | 15,955 | $463K |
| STRS Ohio | 0.00% | Reduce -20.6% | 15,800 | $458K |
| Handelsinvest Investeringsforvaltning | 0.22% | Reduce -34.2% | 15,660 | $454K |
| XTX Topco Ltd | 0.06% | Add +26.3% | 15,624 | $453K |
| Mariner, LLC | 0.00% | Add +4.2% | 15,250 | $442K |
| Captrust Financial Advisors | 0.00% | Reduce -64.1% | 15,190 | $441K |
| Securian Asset Management, Inc. | 0.01% | Reduce -2.3% | 15,021 | $436K |
| Inscription Capital, LLC | 0.07% | New | 15,000 | $435K |
| Signaturefd, LLC | 0.01% | Add +0.2% | 14,828 | $430K |
| Hamilton Capital Partners Inc. | 0.05% | Reduce -30.7% | 14,706 | $426K |
| Profund Advisors LLC | 0.02% | Reduce -9.4% | 14,575 | $423K |
| PNC Financial Services Group, Inc. | 0.00% | Reduce -1.3% | 14,302 | $415K |
| Advantage Alpha Capital Partners LP | 0.07% | Reduce -25.7% | 13,232 | $384K |
| Vanguard Personalized Indexing Management, LLC | 0.01% | Reduce -28.0% | 12,938 | $375K |
| Crossmark Global Holdings, Inc. | 0.01% | Reduce -1.2% | 12,916 | $374K |
| New York Life Investment Management LLC | 0.00% | New | 12,878 | $373K |
| Guggenheim Capital LLC | 0.00% | Add +80.2% | 12,716 | $369K |
| United Services Automobile Association | 0.01% | No change | 12,695 | $368K |
| Firethorn Wealth Partners, LLC | 0.20% | Add +0.4% | 11,488 | $333K |
| Commerce Bank | 0.00% | No change | 11,346 | $329K |
| Mackenzie Financial Corp. | 0.00% | No change | 11,334 | $329K |
| Eukles Asset Management | 0.14% | Add +0.0% | 10,953 | $318K |
| Versor Investments LP | 0.06% | New | 10,600 | $307K |
| 1492 Capital Management LLC | 0.17% | Reduce -84.0% | 10,559 | $305K |
| AlphaMark Advisors, LLC | 0.10% | Reduce -10.4% | 10,291 | $298K |
| Regions Financial Corp. | 0.00% | No change | 10,056 | $292K |
| CM Management, LLC | 0.24% | No change | 10,000 | $290K |
| Metropolitan Life Insurance Co | 0.01% | Reduce -8.7% | 9,577 | $278K |
| Graham Capital Management, L.P. | 0.01% | New | 8,958 | $260K |
| RFG Advisory, LLC | 0.01% | No change | 8,916 | $259K |
| Patton Albertson Miller Group, LLC | 0.04% | No change | 8,775 | $254K |
| Stonegate Investment Group, LLC | 0.01% | Reduce -2.1% | 8,541 | $248K |
| Financial Advisory Group | 0.04% | No change | 8,450 | $245K |
| CIBC Private Wealth Group LLC | 0.00% | Reduce -2.9% | 8,515 | $245K |
| Lazard Asset Management LLC | 0.00% | Add +125.0% | 8,181 | $236K |
| Park Place Capital Corp | 0.08% | Add +0.6% | 8,036 | $233K |
| Avantax Planning Partners, Inc. | 0.01% | No change | 7,913 | $229K |
| Shelton Capital Management | 0.01% | No change | 7,872 | $228K |
| Tower Research Capital LLC (TRC) | 0.01% | Reduce -78.5% | 7,812 | $227K |
| Emerald Mutual Fund Advisers Trust | 0.01% | Reduce -75.6% | 7,371 | $214K |
| Tidal Investments LLC | 0.00% | New | 7,203 | $209K |
| Teton Advisors, Inc. | 0.08% | No change | 7,200 | $209K |
| New Perspectives, Inc | 0.12% | — | 7,184 | $208K |
| Lavaca Capital LLC | 0.13% | New | 7,154 | $207K |
| Argent Advisors, Inc. | 0.08% | New | 7,021 | $204K |
| Moody LYNN Lieberson & Walker, LLC | 0.01% | No change | 6,915 | $201K |
| Northwestern Mutual Wealth Management Co. | 0.00% | Reduce -3.8% | 6,242 | $181K |
| Osaic Holdings, Inc. | 0.00% | Reduce -20.6% | 6,090 | $177K |
| Shell Asset Management Co. | 0.01% | Reduce -11.7% | 5,773 | $163K |
| Bollard Group LLC | 0.00% | Add +0.8% | 5,313 | $154K |
| Bartlett & Co. Wealth Management LLC | 0.00% | No change | 5,000 | $146K |
| Horrell Capital Management, Inc. | 0.04% | No change | 5,029 | $146K |
| KBC Group NV | 0.00% | Add +31.9% | 4,517 | $131K |
| Blue Trust, Inc. | 0.00% | Add +3.4% | 3,893 | $113K |
| TD Private Client Wealth LLC | 0.00% | Reduce -24.6% | 3,843 | $111K |
| US Bancorp \de | 0.00% | No change | 3,734 | $108K |
| Cwm, LLC | 0.00% | Add +169.1% | 3,671 | $106K |
| DekaBank Deutsche Girozentrale | 0.00% | No change | 3,636 | $104K |
| Steward Partners Investment Advisory, LLC | 0.00% | Add +23.5% | 3,225 | $94K |
| Public Employees Retirement System of Ohio | 0.00% | Add +4.7% | 2,483 | $72K |
| Citizens National Bank Trust Department | 0.02% | No change | 2,422 | $70K |
| Mercer Global Advisors Inc. | 0.00% | Reduce -0.2% | 64,526 | $65K |
| CI Investments Inc. | 0.00% | Add +22.1% | 2,168 | $63K |
| Country Trust Bank | 0.00% | New | 2,013 | $58K |
| Missouri Trust & Investment Co | 0.02% | No change | 2,000 | $58K |
| Pinnacle Financial Partners Inc | 0.00% | Add +483.3% | 1,750 | $51K |
| Fifth Third Bancorp | 0.00% | Add +15.6% | 1,311 | $38K |
| Nomura Asset Management Co. Ltd. | 0.00% | No change | 1,270 | $37K |
| Founders Capital Management | 0.02% | No change | 1,200 | $35K |
| Rise Advisors, LLC | 0.02% | New | 1,185 | $34K |
| Householder Group Estate & Retirement Specialist, LLC | 0.01% | No change | 1,166 | $34K |
| Colonial Trust Advisors | 0.00% | New | 1,150 | $33K |
| EverSource Wealth Advisors, LLC | 0.00% | Add +9.5% | 1,041 | $29K |
| Advisors Asset Management, Inc. | 0.00% | Reduce -14.2% | 892 | $26K |
| Versant Capital Management, Inc | 0.01% | No change | 796 | $23K |
| Plante Moran Financial Advisors, LLC | 0.00% | No change | 794 | $23K |
| FNY Investment Advisers, LLC | 0.01% | No change | 800 | $23K |
| Castleview Partners, LLC | 0.01% | No change | 763 | $22K |
| Whittier Trust Co. | 0.00% | No change | 696 | $20K |
| Lindbrook Capital, LLC | 0.00% | No change | 687 | $20K |
| GAMMA Investing LLC | 0.00% | Add +11.4% | 566 | $16K |
| Abound Wealth Management | 0.01% | No change | 515 | $15K |
| Parallel Advisors, LLC | 0.00% | Add +6.8% | 484 | $14K |
| EntryPoint Capital, LLC | 0.01% | Add +5.1% | 472 | $14K |
| Bessemer Group Inc. | 0.00% | No change | 403 | $12K |
| Farther Finance Advisors, LLC | 0.00% | No change | 382 | $11K |
| Covestor Ltd | 0.01% | Reduce -92.7% | 345 | $10K |
| Rosenberg Matthew Hamilton | 0.00% | Reduce -22.9% | 313 | $9K |
| Parkside Financial Bank & Trust | 0.00% | Reduce -48.5% | 284 | $8K |
| Simplex Trading, LLC | 0.00% | New | 278 | $8K |
| Eagle Bay Advisors LLC | 0.00% | New | 260 | $8K |
| Huntington National Bank | 0.00% | No change | 226 | $7K |
| Hantz Financial Services, Inc. | 0.00% | Reduce -7.9% | 198 | $6K |
| Moisand Fitzgerald Tamayo, LLC | 0.00% | No change | 195 | $6K |
| Private Wealth Management Group, LLC | 0.00% | No change | 176 | $5K |
| Quadrant Capital Group LLC | 0.00% | No change | 159 | $5K |
| First Horizon Advisors, Inc. | 0.00% | No change | 144 | $4K |
| JFS Wealth Advisors, LLC | 0.00% | No change | 126 | $4K |
| MassMutual Private Wealth & Trust, FSB | 0.00% | Add +30.7% | 98 | $3K |
| Quent Capital, LLC | 0.00% | Reduce -1.1% | 91 | $3K |
| Allworth Financial LP | 0.00% | No change | 90 | $3K |
| ICA Group Wealth Management, LLC | 0.00% | No change | 88 | $3K |
| Mather Group, Llc. | 0.00% | New | 86 | $3K |
| Farmers & Merchants Investments Inc. | 0.00% | No change | 68 | $2K |
| Front Row Advisors LLC | 0.00% | New | 55 | $2K |
| UMB Bank, n.a. | 0.00% | New | 53 | $2K |
| Bell Investment Advisors, Inc | 0.00% | No change | 51 | $1K |
| SJS Investment Consulting Inc. | 0.00% | No change | 48 | $1K |
| Janiczek Wealth Management, LLC | 0.00% | No change | 42 | $1K |
| Avior Wealth Management, LLC | 0.00% | New | 37 | $1K |
| Rothschild Investment LLC | 0.00% | New | 15 | $435 |
| Global Retirement Partners, LLC | 0.00% | No change | 12 | $348 |
| Bokf, NA | 0.00% | Add +25.0% | 10 | $287 |
| TFO Wealth Partners, LLC | 0.00% | No change | 7 | $203 |
| Private Trust Co. NA | 0.00% | No change | 1 | $29 |
"% of holder's portfolio" is CADE's weight in each manager's 13F, not the share of Cadence Bank the manager owns.