Cadence BankCADE
13F holders, Q2 2024 (June 30)296holders +13
39new positions
26sold out
6famous investors
$28.29avg. 13F price*
At the end of Q2 2024, 296 institutions reported holding Cadence Bank (CADE) in their 13F filings, up 13 from Q1 2024. 39 opened new positions and 26 sold out. The largest holders were Vanguard Group Inc. ($572.3M), BlackRock Inc. ($503.0M) and FMR LLC ($458.9M). 6 famous investors held it, including Mario Gabelli (0.0% of GAMCO Investors's portfolio), Ken Fisher (0.0% of Fisher Asset Management's portfolio) and Israel Englander (0.0% of Millennium Management's portfolio).
- Company
- Cadence Bank
- CUSIP
- 12740C103
- Latest filing quarter
- Q1 2026
History
Number of 13F holders
Total Exit/New Position Q1 2024 → Q2 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 39 | $79.8M |
| Exits | 26 | $148.0M |
All 13F filers, Q1 2024 → Q2 2024: 9,787,052 shares bought and 10,246,535 shares sold, net −459,483 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 296 holders
| Vanguard Group Inc. | 0.01% | Reduce -0.2% | 20,235,718 | $572.3M |
| BlackRock Inc. | 0.01% | Add +0.4% | 17,786,071 | $503.0M |
| FMR LLC | 0.03% | Reduce -0.8% | 16,227,277 | $458.9M |
| Wellington Management Group LLP | 0.06% | Add +47.6% | 12,820,916 | $362.6M |
| Dimensional Fund Advisors LP | 0.07% | Add +6.4% | 9,825,909 | $277.9M |
| State Street Corp. | 0.01% | Reduce -7.1% | 8,706,803 | $248.5M |
| T. Rowe Price Investment Management, Inc. | 0.10% | Reduce -1.1% | 5,567,155 | $157.4M |
| Silvercrest Asset Management Group LLC | 1.08% | Add +1.3% | 5,549,927 | $157.0M |
| Geode Capital Management, LLC | 0.01% | Add +5.1% | 4,322,864 | $122.3M |
| Fuller & Thaler Asset Management, Inc. | 0.42% | Add +9.3% | 3,458,397 | $97.8M |
| Macquarie Group Ltd. | 0.08% | Reduce -0.3% | 2,441,661 | $69.0M |
| Northern Trust Corp. | 0.01% | Add +5.3% | 2,405,354 | $68.0M |
| Charles Schwab Investment Management Inc. | 0.01% | Add +2.2% | 2,137,255 | $60.4M |
| Bank of New York Mellon Corp | 0.01% | Add +1.8% | 2,088,804 | $59.1M |
| Norges Bank | 0.01% | Reduce -3.1% | 1,943,051 | $54.9M |
| First Trust Advisors LP | 0.05% | Add +8.6% | 1,855,063 | $52.5M |
| Vaughan Nelson Investment Management, L.P. | 0.47% | Add +1.8% | 1,791,633 | $50.7M |
| Morgan Stanley | 0.00% | Reduce -9.0% | 1,678,377 | $47.5M |
| North Reef Capital Management LP | 1.91% | New | 1,460,000 | $41.3M |
| Fisher Asset Management | 0.02% | Reduce -2.4% | 1,396,014 | $39.5M |
| Goldman Sachs Group Inc. | 0.01% | Add +1.1% | 1,335,222 | $37.8M |
| Segall Bryant & Hamill, LLC | 0.55% | Reduce -14.3% | 1,093,364 | $30.9M |
| Cramer Rosenthal McGlynn LLC | 1.53% | Reduce -1.2% | 921,215 | $26.1M |
| Cadence Bank | 1.82% | Reduce -2.1% | 856,644 | $24.2M |
| American Century Companies Inc. | 0.01% | Reduce -57.3% | 829,671 | $23.5M |
| Principal Financial Group Inc. | 0.01% | Reduce -7.0% | 768,300 | $21.7M |
| Bank of America Corp. | 0.00% | Reduce -1.1% | 756,498 | $21.4M |
| Janus Henderson Group PLC | 0.01% | Add +5.1% | 734,433 | $20.8M |
| Nuveen Asset Management, LLC | 0.01% | Reduce -1.8% | 665,545 | $18.8M |
| Rhumbline Advisers | 0.02% | Reduce -1.2% | 632,091 | $17.9M |
| Ranger Investment Management, L.P. | 1.10% | Reduce -37.4% | 570,199 | $16.1M |
| Millennium Management | 0.01% | Reduce -61.2% | 550,942 | $15.6M |
| Manufacturers Life Insurance Company, The | 0.01% | Reduce -5.0% | 519,966 | $14.7M |
| JPMorgan Chase & Co. | 0.00% | Reduce -12.6% | 493,850 | $14.0M |
| Brandywine Global Investment Management, LLC | 0.10% | Reduce -4.6% | 461,188 | $13.0M |
| Loomis Sayles & Co. L P | 0.02% | Reduce -4.0% | 439,136 | $12.4M |
| Invesco Ltd. | 0.00% | Add +25.5% | 423,462 | $12.0M |
| Natixis Advisors, LLC | 0.03% | Add +8.0% | 419,375 | $11.9M |
| Nicholas Hoffman & Company, LLC. | 0.55% | No change | 415,564 | $11.8M |
| Holocene Advisors, LP | 0.05% | New | 411,684 | $11.6M |
| Alliancebernstein L.P. | 0.00% | Reduce -0.2% | 397,297 | $11.2M |
| Deutsche Bank AG | 0.01% | Reduce -10.1% | 392,872 | $11.1M |
| Ameriprise Financial Inc. | 0.00% | Reduce -9.0% | 389,017 | $11.0M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.00% | Add +86.0% | 389,818 | $11.0M |
| State of Wisconsin Investment Board | 0.03% | Reduce -2.1% | 386,403 | $10.9M |
| Swiss National Bank | 0.01% | No change | 360,153 | $10.2M |
| Rafferty Asset Management, LLC | 0.04% | Reduce -1.2% | 358,474 | $10.1M |
| Thrivent Financial for Lutherans | 0.02% | Reduce -3.8% | 347,947 | $9.8M |
| HSBC Holdings PLC | 0.01% | Reduce -32.3% | 329,045 | $9.3M |
| Corebridge Financial, Inc. | 0.05% | — | 327,679 | $9.3M |
| California Public Employees Retirement System | 0.01% | Reduce -6.2% | 314,435 | $8.9M |
| Stieven Capital Advisors, L.P. | 1.74% | Reduce -24.7% | 277,904 | $7.9M |
| Legal & General Group Plc | 0.00% | Add +0.9% | 276,383 | $7.8M |
| Susquehanna Portfolio Strategies, LLC | 0.32% | No change | 274,275 | $7.8M |
| Jane Street Group, LLC | 0.01% | Add +907.8% | 271,712 | $7.7M |
| Barclays PLC | 0.00% | Reduce -50.8% | 269,729 | $7.6M |
| ProShare Advisors LLC | 0.02% | Reduce -16.0% | 261,996 | $7.4M |
| Citigroup Inc. | 0.01% | Reduce -14.4% | 258,925 | $7.3M |
| Raymond James & Associates | 0.00% | Add +0.7% | 256,623 | $7.3M |
| Wedge Capital Management L L P | 0.12% | Reduce -30.8% | 245,586 | $6.9M |
| Trexquant Investment LP | 0.10% | New | 242,534 | $6.9M |
| Great Lakes Advisors, LLC | 0.06% | Reduce -4.6% | 240,842 | $6.8M |
| Moody Aldrich Partners LLC | 1.26% | New | 229,337 | $6.5M |
| Retirement Systems of Alabama | 0.02% | Reduce -1.7% | 225,473 | $6.4M |
| New York State Teachers Retirement System | 0.01% | Add +0.2% | 221,597 | $6.3M |
| Keeley-Teton Advisors, LLC | 0.76% | Reduce -11.5% | 209,952 | $5.9M |
| Hardy Reed LLC | 0.59% | No change | 208,828 | $5.9M |
| Russell Investments Group, Ltd. | 0.01% | Reduce -12.8% | 200,876 | $5.7M |
| MetLife Investment Management, LLC | 0.03% | Add +4.2% | 197,963 | $5.6M |
| Baird Financial Group, Inc. | 0.01% | Add +48.4% | 191,606 | $5.4M |
| Kennedy Capital Management LLC | 0.11% | Add +29.1% | 189,632 | $5.4M |
| California State Teachers Retirement System | 0.01% | Reduce -2.4% | 178,321 | $5.0M |
| UBS Group AG | 0.00% | Reduce -28.6% | 166,550 | $4.7M |
| Teachers Retirement System of the State of Kentucky | 0.04% | No change | 159,277 | $4.5M |
| Federated Hermes, Inc. | 0.01% | Add +4.4% | 152,208 | $4.3M |
| Comerica Bank | 0.02% | Reduce -36.7% | 143,675 | $4.1M |
| Sentinel Trust Co. Lba | 0.50% | No change | 143,248 | $4.1M |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | 0.01% | — | 141,643 | $4.0M |
| Homestead Advisers Corp | 0.10% | No change | 136,750 | $3.9M |
| New York State Common Retirement Fund | 0.01% | Add +3.4% | 135,272 | $3.8M |
| Csenge Advisory Group | 0.21% | Add +0.1% | 132,657 | $3.8M |
| King Luther Capital Management Corp. | 0.02% | Add +5.6% | 126,344 | $3.6M |
| NFJ Investment Group, LLC | 0.10% | Reduce -9.2% | 118,145 | $3.3M |
| T. Rowe Price Associates Inc. | 0.00% | Add +6.7% | 114,588 | $3.2M |
| Tower Research Capital LLC (TRC) | 0.05% | Add +1290.4% | 108,621 | $3.1M |
| Graham Capital Management, L.P. | 0.19% | Add +1098.4% | 107,356 | $3.0M |
| Susquehanna International Group, LLP | 0.01% | Add +3.7% | 107,113 | $3.0M |
| LPL Financial LLC | 0.00% | Add +16.4% | 106,573 | $3.0M |
| Mutual of America Capital Management LLC | 0.03% | Reduce -3.9% | 104,594 | $3.0M |
| Halter Ferguson Financial Inc. | 2.05% | No change | 102,161 | $2.9M |
| Nordea Investment Management AB | 0.00% | Reduce -13.5% | 100,430 | $2.9M |
| Curi Capital, LLC | 0.07% | Reduce -33.3% | 100,000 | $2.8M |
| TD Asset Management Inc | 0.00% | Add +3.8% | 92,060 | $2.6M |
| Amalgamated Bank | 0.02% | Reduce -7.3% | 88,735 | $2.5M |
| Wells Fargo & Company | 0.00% | Add +21.9% | 84,629 | $2.4M |
| Prudential Financial Inc. | 0.00% | Add +0.4% | 83,827 | $2.4M |
| Teza Capital Management LLC | 0.28% | Add +80.4% | 80,861 | $2.3M |
| Concurrent Investment Advisors, LLC | 0.07% | Reduce -2.9% | 77,494 | $2.2M |
| Yousif Capital Management, LLC | 0.02% | Reduce -7.7% | 76,499 | $2.2M |
| Sei Investments Co. | 0.00% | Add +49.7% | 75,128 | $2.1M |
| State of Tennessee, Department of Treasury | 0.01% | New | 74,890 | $2.1M |
| Voya Investment Management LLC | 0.00% | Add +23.9% | 73,157 | $2.1M |
| Arbor Investment Advisors, LLC | 0.30% | Add +16.1% | 71,917 | $2.0M |
| GAMCO Investors | 0.02% | No change | 71,360 | $2.0M |
| Wealth Enhancement Advisory Services, LLC | 0.00% | Add +10.5% | 70,493 | $2.0M |
| Raymond James Financial Services Advisors, Inc. | 0.00% | Reduce -9.3% | 70,040 | $2.0M |
| State of New Jersey Common Pension Fund D | 0.01% | Reduce -32.4% | 69,074 | $2.0M |
| Forest Hill Capital, LLC | 1.55% | No change | 66,352 | $1.9M |
| Ensign Peak Advisors, Inc | 0.00% | No change | 62,350 | $1.8M |
| Silverleafe Capital Partners, LLC | 0.58% | No change | 58,469 | $1.7M |
| Ameritas Investment Partners, Inc. | 0.06% | Reduce -3.5% | 56,705 | $1.6M |
| Clearbridge Investments, LLC | 0.00% | Reduce -0.1% | 52,635 | $1.5M |
| State Board of Administration of Florida Retirement System | 0.00% | Reduce -24.5% | 52,042 | $1.5M |
| Louisiana State Employees Retirement System | 0.03% | Reduce -1.7% | 51,700 | $1.5M |
| Arizona State Retirement System | 0.01% | Add +1.9% | 51,159 | $1.4M |
| Victory Capital Management Inc. | 0.00% | Add +23.1% | 50,691 | $1.4M |
| Howard Financial Services, LTD. | 0.23% | No change | 50,090 | $1.4M |
| Cerity Partners LLC | 0.00% | Reduce -20.1% | 49,065 | $1.4M |
| Wesbanco Bank Inc. | 0.05% | No change | 46,816 | $1.3M |
| State of Michigan Retirement System | 0.01% | Reduce -1.8% | 44,010 | $1.2M |
| Nisa Investment Advisors, LLC | 0.01% | Reduce -0.0% | 43,010 | $1.2M |
| HighTower Advisors, LLC | 0.00% | Add +0.4% | 43,341 | $1.2M |
| Seven Eight Capital, LP | 0.13% | New | 42,349 | $1.2M |
| Envestnet Asset Management Inc. | 0.00% | Add +96.4% | 42,099 | $1.2M |
| Diversified Trust Co. | 0.03% | Add +6.9% | 41,792 | $1.2M |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 0.00% | Add +4.2% | 41,534 | $1.2M |
| Beam Wealth Advisors, Inc. | 0.39% | Add +10.9% | 41,103 | $1.2M |
| Northwestern Mutual Investment Management Company, LLC | 0.03% | Add +0.1% | 40,772 | $1.2M |
| Commonwealth of Pennsylvania Public School Empls Retrmt SYS | 0.01% | Add +0.2% | 40,490 | $1.1M |
| Vest Financial, LLC | 0.03% | Add +31.6% | 40,262 | $1.1M |
| Gsa Capital Partners LLP | 0.08% | New | 39,778 | $1.1M |
| Oregon Public Employees Retirement Fund | 0.02% | Reduce -15.9% | 37,974 | $1.1M |
| New Mexico Educational Retirement Board | 0.04% | No change | 37,300 | $1.1M |
| Mustard Seed Financial, LLC | 0.95% | Add +0.1% | 35,178 | $995K |
| Handelsbanken Fonder AB | 0.00% | Add +1.5% | 33,658 | $952K |
| Bank of Montreal | 0.00% | Reduce -3.7% | 32,989 | $933K |
| Royal Bank of Canada | 0.00% | Reduce -5.0% | 32,697 | $925K |
| Gilliland Jeter Wealth Management LLC | 0.31% | Reduce -2.6% | 32,679 | $924K |
| Creative Planning | 0.00% | Add +65.4% | 32,176 | $910K |
| Sanders Morris Harris LLC | 0.15% | No change | 31,864 | $901K |
| AQR Capital Management | 0.00% | Add +74.2% | 30,254 | $856K |
| Linscomb Wealth, Inc. | 0.04% | No change | 30,230 | $855K |
| Security National Bank | 0.12% | No change | 29,829 | $844K |
| Pathstone Holdings, LLC | 0.00% | Add +5.2% | 29,590 | $837K |
| Ironwood Investment Management LLC | 0.45% | Add +0.4% | 29,514 | $835K |
| Glenmede Trust Co. NA | 0.00% | New | 29,161 | $825K |
| Moody National Bank Trust Division | 0.06% | No change | 29,087 | $823K |
| Sit Investment Associates Inc. | 0.02% | Reduce -2.3% | 27,975 | $791K |
| Pacer Advisors, Inc. | 0.00% | Add +0.7% | 27,406 | $775K |
| LSV Asset Management | 0.00% | Reduce -35.4% | 25,150 | $711K |
| South Dakota Investment Council | 0.01% | No change | 25,000 | $707K |
| Corient Private Wealth LP | 0.00% | Reduce -1.3% | 24,718 | $699K |
| Xponance LLC | 0.01% | Reduce -5.8% | 24,709 | $699K |
| Bayesian Capital Management, LP | 0.08% | New | 24,000 | $679K |
| Squarepoint Ops LLC | 0.00% | New | 23,704 | $670K |
| Pictet Asset Management Holding SA | 0.00% | Reduce -0.0% | 23,655 | $669K |
| Virtue Capital Management, LLC | 0.11% | Reduce -49.7% | 2,342 | $662K |
| Ignite Planners, LLC | 0.16% | Reduce -1.3% | 23,627 | $658K |
| Fox Run Management, L.L.C. | 0.12% | New | 23,220 | $657K |
| Lathrop Investment Management Co. | 0.13% | Reduce -8.9% | 22,791 | $645K |
| Public Employees Retirement Association of Colorado | 0.00% | Reduce -2.8% | 22,239 | $629K |
| Blue Trust, Inc. | 0.01% | Add +456.6% | 21,667 | $628K |
| Schonfeld Strategic Advisors LLC | 0.00% | New | 21,855 | $618K |
| US Bancorp \de | 0.00% | Add +463.9% | 21,058 | $596K |
| Academy Capital Management | 0.11% | No change | 20,950 | $592K |
| Wealthcare Advisory Partners LLC | 0.02% | Add +0.7% | 20,095 | $568K |
| State of Alaska, Department of Revenue | 0.01% | No change | 19,725 | $557K |
| Algert Global LLC | 0.02% | New | 18,398 | $520K |
| Lazard Asset Management LLC | 0.00% | Add +123.7% | 18,304 | $516K |
| MAI Capital Management | 0.01% | No change | 17,895 | $506K |
| Stifel Financial Corp. | 0.00% | Reduce -1.7% | 17,816 | $504K |
| STRS Ohio | 0.00% | Add +11.4% | 17,600 | $498K |
| Gabelli Funds LLC | 0.00% | Reduce -25.5% | 17,500 | $495K |
| Intech Investment Management LLC | 0.01% | New | 17,408 | $492K |
| Intergy Private Wealth, LLC | 0.20% | Reduce -3.9% | 17,080 | $483K |
| NJ State Employees Deferred Compensation Plan | 0.06% | No change | 16,800 | $475K |
| Procyon Advisors, LLC | 0.04% | No change | 16,689 | $472K |
| Sheets Smith Wealth Management | 0.05% | Add +0.1% | 15,965 | $451K |
| Verition Fund Management LLC | 0.00% | New | 15,675 | $443K |
| Vanguard Personalized Indexing Management, LLC | 0.01% | Add +27.4% | 16,483 | $437K |
| Mariner, LLC | 0.00% | Reduce -0.1% | 15,236 | $431K |
| Captrust Financial Advisors | 0.00% | Reduce -0.1% | 15,175 | $429K |
| Inscription Capital, LLC | 0.07% | No change | 15,000 | $424K |
| Signaturefd, LLC | 0.01% | Reduce -0.2% | 14,797 | $418K |
| United Services Automobile Association | 0.01% | Add +16.1% | 14,736 | $417K |
| Hamilton Capital Partners Inc. | 0.04% | No change | 14,706 | $416K |
| Securian Asset Management, Inc. | 0.01% | Reduce -3.0% | 14,570 | $412K |
| Tudor Investment Corporation | 0.00% | New | 13,439 | $380K |
| Chickasaw Capital Management LLC | 0.02% | New | 13,057 | $369K |
| Profund Advisors LLC | 0.01% | Reduce -12.8% | 12,708 | $359K |
| Guggenheim Capital LLC | 0.00% | Reduce -2.1% | 12,445 | $352K |
| Advantage Alpha Capital Partners LP | 0.07% | Reduce -9.5% | 11,974 | $339K |
| Firethorn Wealth Partners, LLC | 0.18% | Add +0.5% | 11,542 | $326K |
| Mackenzie Financial Corp. | 0.00% | No change | 11,334 | $321K |
| Crossmark Global Holdings, Inc. | 0.01% | Reduce -12.6% | 11,291 | $319K |
| Integrated Wealth Concepts LLC | 0.00% | New | 11,215 | $317K |
| Orion Porfolio Solutions, LLC | 0.00% | New | 11,062 | $313K |
| Orion Portfolio Solutions, LLC | 0.00% | New | 11,062 | $313K |
| Eukles Asset Management | 0.13% | Reduce -0.2% | 10,933 | $309K |
| AlphaMark Advisors, LLC | 0.11% | Add +5.6% | 10,870 | $307K |
| Bridgefront Capital, LLC | 0.13% | New | 10,671 | $302K |
| Entropy Technologies, LP | 0.03% | Reduce -59.0% | 10,120 | $286K |
| D. E. Shaw & Co. | 0.00% | New | 10,059 | $284K |
| Regions Financial Corp. | 0.00% | No change | 10,056 | $284K |
| CM Management, LLC | 0.26% | No change | 10,000 | $283K |
| Vestmark Advisory Solutions, Inc. | 0.01% | New | 9,483 | $268K |
| Oppenheimer Asset Management Inc. | 0.00% | New | 9,363 | $265K |
| Commerce Bank | 0.00% | Reduce -20.0% | 9,077 | $257K |
| Tidal Investments LLC | 0.00% | Add +25.5% | 9,039 | $256K |
| RFG Advisory, LLC | 0.01% | No change | 8,916 | $252K |
| CIBC Private Wealth Group LLC | 0.00% | Add +6.5% | 9,066 | $251K |
| Patton Albertson Miller Group, LLC | 0.04% | Add +0.1% | 8,780 | $248K |
| United Capital Financial Advisors, LLC | 0.00% | New | 8,759 | $248K |
| Capstone Investment Advisors, LLC | 0.01% | New | 8,689 | $246K |
| Stonegate Investment Group, LLC | 0.01% | No change | 8,541 | $242K |
| Pearl River Capital, LLC | 0.04% | New | 8,352 | $236K |
| Park Place Capital Corp | 0.07% | Add +0.7% | 8,088 | $229K |
| 1492 Capital Management LLC | 0.13% | Reduce -24.1% | 8,011 | $227K |
| Avantax Planning Partners, Inc. | 0.01% | No change | 7,913 | $224K |
| Shelton Capital Management | 0.01% | Reduce -5.5% | 7,442 | $210K |
| Emerald Mutual Fund Advisers Trust | 0.01% | No change | 7,371 | $208K |
| Teton Advisors, Inc. | 0.09% | No change | 7,200 | $204K |
| New Perspectives, Inc | 0.11% | No change | 7,184 | $203K |
| Lavaca Capital LLC | 0.11% | No change | 7,154 | $202K |
| Neuberger Berman Group LLC | 0.00% | New | 7,125 | $201K |
| Wolverine Asset Management LLC | 0.02% | Reduce -57.2% | 6,848 | $194K |
| Mitsubishi UFJ Trust & Banking Corp | 0.00% | New | 6,544 | $185K |
| PNC Financial Services Group, Inc. | 0.00% | Reduce -54.4% | 6,525 | $185K |
| Northwestern Mutual Wealth Management Co. | 0.00% | No change | 6,242 | $177K |
| Bollard Group LLC | 0.00% | Add +0.9% | 5,359 | $152K |
| Bartlett & Co. Wealth Management LLC | 0.00% | No change | 5,000 | $143K |
| Horrell Capital Management, Inc. | 0.04% | No change | 5,029 | $142K |
| Innealta Capital, LLC | 0.05% | New | 4,875 | $138K |
| KBC Group NV | 0.00% | No change | 4,517 | $128K |
| TD Private Client Wealth LLC | 0.00% | Add +4.8% | 4,028 | $114K |
| Cwm, LLC | 0.00% | Add +4.3% | 3,828 | $108K |
| CI Investments Inc. | 0.00% | Add +69.9% | 3,683 | $104K |
| DekaBank Deutsche Girozentrale | 0.00% | No change | 3,636 | $102K |
| Steward Partners Investment Advisory, LLC | 0.00% | Add +0.2% | 3,230 | $91K |
| Osaic Holdings, Inc. | 0.00% | Reduce -59.4% | 2,470 | $70K |
| Public Employees Retirement System of Ohio | 0.00% | Reduce -1.3% | 2,452 | $69K |
| Citizens National Bank Trust Department | 0.02% | No change | 2,422 | $68K |
| Mercer Global Advisors Inc. | 0.00% | Reduce -0.6% | 64,174 | $64K |
| Catalyst Funds Management Pty Ltd | 0.02% | New | 2,200 | $62K |
| Country Trust Bank | 0.00% | No change | 2,013 | $57K |
| Missouri Trust & Investment Co | 0.02% | No change | 2,000 | $57K |
| Danske Bank A/S | 0.00% | New | 1,900 | $54K |
| Pinnacle Financial Partners Inc | 0.00% | No change | 1,750 | $51K |
| Fifth Third Bancorp | 0.00% | Add +15.1% | 1,509 | $43K |
| EverSource Wealth Advisors, LLC | 0.00% | Add +11.3% | 1,159 | $38K |
| Nomura Asset Management Co. Ltd. | 0.00% | No change | 1,270 | $36K |
| EntryPoint Capital, LLC | 0.02% | Add +165.9% | 1,255 | $35K |
| Founders Capital Management | 0.02% | No change | 1,200 | $34K |
| Rise Advisors, LLC | 0.02% | Add +0.8% | 1,195 | $34K |
| GAMMA Investing LLC | 0.00% | Add +77.0% | 1,002 | $28K |
| Whittier Trust Co. | 0.00% | Add +19.8% | 834 | $24K |
| Versant Capital Management, Inc | 0.01% | No change | 796 | $23K |
| Plante Moran Financial Advisors, LLC | 0.00% | No change | 794 | $22K |
| Castleview Partners, LLC | 0.01% | No change | 763 | $22K |
| Lindbrook Capital, LLC | 0.00% | No change | 687 | $19K |
| Farther Finance Advisors, LLC | 0.00% | Add +49.7% | 572 | $16K |
| Abound Wealth Management | 0.01% | No change | 515 | $15K |
| Parallel Advisors, LLC | 0.00% | No change | 484 | $14K |
| Global Retirement Partners, LLC | 0.00% | Add +3191.7% | 395 | $11K |
| Arax Advisory Partners | 0.00% | New | 383 | $11K |
| Covestor Ltd | 0.01% | Add +0.6% | 347 | $10K |
| Quarry LP | 0.00% | New | 352 | $10K |
| Eagle Bay Advisors LLC | 0.00% | No change | 260 | $7K |
| Parkside Financial Bank & Trust | 0.00% | Reduce -8.4% | 260 | $7K |
| Bessemer Group Inc. | 0.00% | Reduce -42.9% | 230 | $7K |
| Huntington National Bank | 0.00% | Add +8.8% | 246 | $7K |
| Hantz Financial Services, Inc. | 0.00% | No change | 198 | $6K |
| Smartleaf Asset Management LLC | 0.00% | New | 210 | $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 | $4K |
| First Horizon Advisors, Inc. | 0.00% | Add +0.7% | 145 | $4K |
| UMB Bank, n.a. | 0.00% | Add +173.6% | 145 | $4K |
| JFS Wealth Advisors, LLC | 0.00% | No change | 126 | $4K |
| Rosenberg Matthew Hamilton | 0.00% | Reduce -64.9% | 110 | $3K |
| Allworth Financial LP | 0.00% | No change | 90 | $3K |
| MassMutual Private Wealth & Trust, FSB | 0.00% | No change | 98 | $3K |
| Quent Capital, LLC | 0.00% | Add +1.1% | 92 | $3K |
| Mather Group, Llc. | 0.00% | No change | 86 | $2K |
| NewEdge Advisors, LLC | 0.00% | New | 72 | $2K |
| Farmers & Merchants Investments Inc. | 0.00% | No change | 68 | $2K |
| Rothschild Investment LLC | 0.00% | Add +300.0% | 60 | $2K |
| Front Row Advisors LLC | 0.00% | No change | 55 | $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 |
| J.Safra Asset Management Corp | 0.00% | New | 36 | $1K |
| Simplex Trading, LLC | 0.00% | Reduce -75.9% | 67 | $1K |
| Principal Securities, Inc. | 0.00% | New | 21 | $594 |
| AlphaQuest LLC | 0.00% | New | 2 | $57 |
| Private Trust Co. NA | 0.00% | No change | 1 | $28 |
"% of holder's portfolio" is CADE's weight in each manager's 13F, not the share of Cadence Bank the manager owns.