Cadence BankCADE
13F holders, Q4 2024 (December 31)337holders +9
37new positions
39sold out
4famous investors
$34.47avg. 13F price*
At the end of Q4 2024, 337 institutions reported holding Cadence Bank (CADE) in their 13F filings, up 9 from Q3 2024. 37 opened new positions and 39 sold out. The largest holders were Vanguard Group Inc. ($705.8M), BlackRock, Inc. ($617.2M) and FMR LLC ($565.8M). 4 famous investors held it, including Israel Englander (0.0% of Millennium Management's portfolio), Mario Gabelli (0.0% of GAMCO Investors's portfolio) and Ken Fisher (0.0% of Fisher Asset Management's portfolio).
- Company
- Cadence Bank
- CUSIP
- 12740C103
- Latest filing quarter
- Q1 2026
History
Number of 13F holders
Total Exit/New Position Q3 2024 → Q4 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 37 | $49.4M |
| Exits | 39 | $68.4M |
All 13F filers, Q3 2024 → Q4 2024: 7,940,820 shares bought and 5,097,840 shares sold, net +2,842,980 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 337 holders
| Vanguard Group Inc. | 0.01% | Add +0.9% | 20,488,277 | $705.8M |
| BlackRock, Inc. | 0.01% | Add +0.5% | 17,915,325 | $617.2M |
| FMR LLC | 0.03% | Reduce 0.0% | 16,423,047 | $565.8M |
| Wellington Management Group LLP | 0.08% | Reduce -1.1% | 12,501,216 | $430.7M |
| Dimensional Fund Advisors LP | 0.08% | Reduce -0.1% | 9,973,748 | $343.6M |
| State Street Corp. | 0.01% | Add +9.5% | 9,712,739 | $337.1M |
| T. Rowe Price Investment Management, Inc. | 0.12% | Reduce -3.1% | 5,487,695 | $189.1M |
| Silvercrest Asset Management Group LLC | 1.21% | Reduce -5.6% | 5,276,243 | $181.8M |
| Geode Capital Management, LLC | 0.01% | Reduce -0.5% | 4,342,471 | $149.6M |
| Fuller & Thaler Asset Management, Inc. | 0.45% | Reduce -0.8% | 3,425,962 | $118.0M |
| Northern Trust Corp. | 0.01% | Add +15.0% | 2,684,312 | $92.5M |
| First Trust Advisors LP | 0.08% | Add +21.2% | 2,634,335 | $90.8M |
| Goldman Sachs Group Inc. | 0.02% | Add +17.6% | 2,586,985 | $89.1M |
| Macquarie Group Ltd. | 0.10% | Add +0.7% | 2,415,036 | $83.2M |
| Charles Schwab Investment Management Inc. | 0.01% | Add +0.6% | 2,254,795 | $77.7M |
| Vaughan Nelson Investment Management, L.P. | 0.72% | Add +7.3% | 2,234,733 | $77.0M |
| Norges Bank | 0.01% | Add +3.7% | 2,087,527 | $71.9M |
| Bank of New York Mellon Corp | 0.01% | Add +3.5% | 1,836,594 | $63.3M |
| Fisher Asset Management | 0.02% | Add +19.0% | 1,655,847 | $57.0M |
| Morgan Stanley | 0.00% | Add +4.7% | 1,611,144 | $55.5M |
| Segall Bryant & Hamill, LLC | 0.64% | Add +0.8% | 1,341,868 | $46.2M |
| Millennium Management | 0.03% | Add +846.1% | 1,052,906 | $36.3M |
| UBS Group AG | 0.01% | Add +191.7% | 770,735 | $26.6M |
| Barclays PLC | 0.01% | Add +70.9% | 754,950 | $26.0M |
| Boston Partners | 0.03% | New | 716,683 | $24.8M |
| Cadence Bank | 1.56% | Reduce -11.6% | 667,663 | $23.0M |
| Nuveen Asset Management, LLC | 0.01% | Reduce -0.3% | 661,033 | $22.8M |
| Rhumbline Advisers | 0.02% | Add +2.2% | 624,177 | $21.5M |
| Cramer Rosenthal McGlynn LLC | 1.19% | Reduce -33.1% | 609,856 | $21.0M |
| JPMorgan Chase & Co. | 0.00% | Add +46.2% | 604,097 | $20.8M |
| Ranger Investment Management, L.P. | 1.27% | Reduce -1.8% | 581,749 | $20.0M |
| Citigroup Inc. | 0.02% | Add +86.8% | 553,824 | $19.1M |
| Manufacturers Life Insurance Company, The | 0.01% | Reduce -1.8% | 490,762 | $16.9M |
| Verition Fund Management LLC | 0.09% | Add +2387.6% | 484,633 | $16.7M |
| Natixis Advisors, LLC | 0.03% | Reduce -0.5% | 483,690 | $16.7M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.00% | Add +15.8% | 464,379 | $16.0M |
| Bank of America Corp. | 0.00% | Reduce -49.1% | 442,209 | $15.2M |
| Invesco Ltd. | 0.00% | Reduce -6.2% | 439,046 | $15.1M |
| Principal Financial Group Inc. | 0.01% | Reduce -0.8% | 420,109 | $14.5M |
| Nicholas Hoffman & Company, LLC. | 0.57% | Reduce -1.1% | 411,064 | $14.2M |
| State of Wisconsin Investment Board | 0.04% | Add +5.9% | 409,334 | $14.1M |
| Loomis Sayles & Co. L P | 0.02% | Reduce -4.0% | 403,676 | $13.9M |
| Alliancebernstein L.P. | 0.00% | Reduce -0.7% | 386,488 | $13.3M |
| Raymond James Financial Inc. | 0.00% | — | 383,882 | $13.2M |
| HSBC Holdings PLC | 0.01% | Reduce -3.4% | 358,695 | $12.4M |
| Swiss National Bank | 0.01% | Add +0.8% | 359,453 | $12.4M |
| Deutsche Bank AG | 0.00% | Reduce -16.2% | 350,265 | $12.1M |
| Ameriprise Financial Inc. | 0.00% | Reduce -6.8% | 344,773 | $11.9M |
| Mackenzie Financial Corp. | 0.01% | Add +122.5% | 300,652 | $10.4M |
| Corebridge Financial, Inc. | 0.06% | Reduce -5.0% | 296,338 | $10.2M |
| Legal & General Group Plc | 0.00% | Add +2.9% | 294,519 | $10.1M |
| California Public Employees Retirement System | 0.01% | Reduce -4.4% | 293,845 | $10.1M |
| Moody Aldrich Partners LLC | 1.83% | Reduce -2.8% | 286,663 | $9.9M |
| ProShare Advisors LLC | 0.02% | Reduce -1.9% | 264,270 | $9.1M |
| Janus Henderson Group PLC | 0.00% | Reduce -45.9% | 261,017 | $9.0M |
| Rafferty Asset Management, LLC | 0.03% | Reduce -11.2% | 259,909 | $9.0M |
| New York State Teachers Retirement System | 0.02% | Add +5.9% | 236,546 | $8.1M |
| BNP Paribas Financial Markets | 0.01% | New | 233,999 | $8.1M |
| Thrivent Financial for Lutherans | 0.02% | Reduce -33.8% | 227,802 | $7.8M |
| Retirement Systems of Alabama | 0.03% | Add +0.4% | 222,475 | $7.7M |
| ExodusPoint Capital Management, LP | 0.08% | Add +26.9% | 218,416 | $7.5M |
| Great Lakes Advisors, LLC | 0.06% | Reduce -6.2% | 214,235 | $7.4M |
| MetLife Investment Management, LLC | 0.04% | Add +7.6% | 209,589 | $7.2M |
| Hardy Reed LLC | 0.63% | No change | 208,742 | $7.2M |
| Baird Financial Group, Inc. | 0.01% | Reduce -0.4% | 187,379 | $6.5M |
| Wedge Capital Management L L P | 0.11% | Reduce -0.8% | 182,828 | $6.3M |
| Keeley-Teton Advisors, LLC | 0.69% | Reduce -15.8% | 172,558 | $5.9M |
| Allspring Global Investments Holdings, LLC | 0.01% | Reduce -0.8% | 171,660 | $5.9M |
| California State Teachers Retirement System | 0.01% | Reduce -1.1% | 170,828 | $5.9M |
| Russell Investments Group, Ltd. | 0.01% | Reduce -7.6% | 164,306 | $5.7M |
| Voya Investment Management LLC | 0.01% | Add +17.8% | 163,697 | $5.6M |
| American Century Companies Inc. | 0.00% | Add +7.9% | 160,735 | $5.5M |
| Teachers Retirement System of the State of Kentucky | 0.05% | Reduce -3.9% | 159,798 | $5.5M |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | 0.01% | Add +8.8% | 157,619 | $5.4M |
| Healthcare of Ontario Pension Plan Trust Fund | 0.01% | New | 152,400 | $5.3M |
| LPL Financial LLC | 0.00% | Add +39.2% | 149,475 | $5.1M |
| Homestead Advisers Corp | 0.11% | No change | 136,750 | $4.7M |
| Csenge Advisory Group | 0.25% | Add +0.1% | 132,946 | $4.6M |
| T. Rowe Price Associates Inc. | 0.00% | Add +10.7% | 128,885 | $4.4M |
| King Luther Capital Management Corp. | 0.02% | Add +0.8% | 126,436 | $4.4M |
| Stieven Capital Advisors, L.P. | 0.76% | Reduce -52.5% | 124,068 | $4.3M |
| Comerica Bank | 0.02% | Reduce -2.5% | 122,874 | $4.2M |
| Wells Fargo & Company | 0.00% | Add +26.3% | 114,265 | $3.9M |
| NFJ Investment Group, LLC | 0.12% | Reduce -1.2% | 111,583 | $3.8M |
| Federated Hermes, Inc. | 0.01% | Reduce -12.2% | 111,378 | $3.8M |
| Sentinel Trust Co. Lba | 0.42% | No change | 106,852 | $3.7M |
| Susquehanna International Group, LLP | 0.01% | Reduce -21.4% | 105,881 | $3.6M |
| Halter Ferguson Financial Inc. | 1.50% | No change | 102,161 | $3.5M |
| Mutual of America Capital Management LLC | 0.04% | Reduce -2.0% | 96,651 | $3.3M |
| Prudential Financial Inc. | 0.00% | Reduce -1.3% | 87,708 | $3.3M |
| Nordea Investment Management AB | 0.00% | Add +2.1% | 95,640 | $3.3M |
| TD Asset Management Inc | 0.00% | Add +4.0% | 95,762 | $3.3M |
| Intech Investment Management LLC | 0.03% | Add +62.6% | 91,820 | $3.2M |
| Amalgamated Bank | 0.02% | No change | 83,626 | $2.9M |
| Algert Global LLC | 0.07% | Add +339.6% | 83,163 | $2.9M |
| Leuthold Group, LLC | 0.34% | Reduce -3.5% | 83,056 | $2.9M |
| GAMCO Investors | 0.03% | Add +1.9% | 81,860 | $2.8M |
| Sei Investments Co. | 0.00% | Reduce -10.4% | 80,632 | $2.8M |
| State of Tennessee, Department of Treasury | 0.01% | Reduce -2.7% | 74,692 | $2.6M |
| Arbor Investment Advisors, LLC | 0.35% | Reduce -6.9% | 71,917 | $2.5M |
| Vest Financial, LLC | 0.04% | Add +53.9% | 71,841 | $2.5M |
| Pinebridge Investments, L.P. | 0.02% | Add +42.7% | 69,555 | $2.4M |
| Disciplined Investors, L.L.C. | 2.28% | — | 70,009 | $2.4M |
| Wealth Enhancement Advisory Services, LLC | 0.00% | Reduce -3.8% | 68,037 | $2.3M |
| Forest Hill Capital, LLC | 1.77% | No change | 66,352 | $2.3M |
| Yousif Capital Management, LLC | 0.02% | Reduce -3.8% | 64,247 | $2.2M |
| Cerity Partners LLC | 0.00% | Add +4.7% | 67,392 | $2.2M |
| Sterling Capital Management LLC | 0.03% | Add +9.0% | 62,554 | $2.2M |
| Ensign Peak Advisors, Inc | 0.00% | No change | 62,350 | $2.1M |
| State of New Jersey Common Pension Fund D | 0.01% | No change | 61,618 | $2.1M |
| Envestnet Asset Management Inc. | 0.00% | Add +2.5% | 60,745 | $2.1M |
| Trexquant Investment LP | 0.02% | Reduce -69.3% | 58,178 | $2.0M |
| Silverleafe Capital Partners, LLC | 0.63% | Reduce -2.2% | 57,176 | $2.0M |
| New York State Common Retirement Fund | 0.00% | No change | 56,372 | $1.9M |
| Ameritas Investment Partners, Inc. | 0.06% | Reduce -1.1% | 55,287 | $1.9M |
| Arizona State Retirement System | 0.01% | Add +0.8% | 53,034 | $1.8M |
| State Board of Administration of Florida Retirement System | 0.00% | No change | 52,042 | $1.8M |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 0.01% | Add +19.0% | 51,154 | $1.8M |
| Royal Bank of Canada | 0.00% | Add +28.7% | 50,942 | $1.8M |
| Louisiana State Employees Retirement System | 0.03% | Add +0.4% | 50,800 | $1.8M |
| Victory Capital Management Inc. | 0.00% | Add +1.4% | 50,453 | $1.7M |
| Graham Capital Management, L.P. | 0.08% | Reduce -48.1% | 47,794 | $1.6M |
| Wesbanco Bank Inc. | 0.06% | No change | 46,816 | $1.6M |
| Jane Street Group, LLC | 0.00% | Reduce -80.5% | 46,568 | $1.6M |
| HighTower Advisors, LLC | 0.00% | Add +3.0% | 45,265 | $1.6M |
| Beam Wealth Advisors, Inc. | 0.48% | Add +10.4% | 43,706 | $1.5M |
| Nisa Investment Advisors, LLC | 0.01% | No change | 43,010 | $1.5M |
| State of Michigan Retirement System | 0.01% | No change | 43,310 | $1.5M |
| Jackson Creek Investment Advisors LLC | 0.45% | New | 43,161 | $1.5M |
| Lazard Asset Management LLC | 0.00% | Add +34.2% | 42,439 | $1.5M |
| Diversified Trust Co. | 0.04% | Add +0.0% | 41,794 | $1.4M |
| MAI Capital Management | 0.01% | No change | 41,685 | $1.4M |
| Northwestern Mutual Investment Management Company, LLC | 0.03% | Add +0.5% | 40,664 | $1.4M |
| Commonwealth of Pennsylvania Public School Empls Retrmt SYS | 0.01% | Add +0.5% | 40,409 | $1.4M |
| AQR Capital Management | 0.00% | Add +2.6% | 40,200 | $1.4M |
| Handelsbanken Fonder AB | 0.01% | Add +19.0% | 40,058 | $1.4M |
| Police & Firemen's Retirement System of New Jersey | 0.01% | — | 39,155 | $1.3M |
| RFG Advisory, LLC | 0.04% | Add +336.6% | 38,930 | $1.3M |
| KLP Kapitalforvaltning As | 0.01% | — | 37,128 | $1.3M |
| New Mexico Educational Retirement Board | 0.04% | No change | 37,300 | $1.3M |
| Oregon Public Employees Retirement Fund | 0.02% | Add +0.8% | 37,274 | $1.3M |
| Creative Planning | 0.00% | Add +16.0% | 36,785 | $1.3M |
| Dynamic Technology Lab Private Ltd | 0.20% | Add +137.3% | 36,664 | $1.3M |
| Bank of Montreal | 0.00% | Add +7.2% | 36,514 | $1.3M |
| Glenmede Trust Co. NA | 0.01% | Reduce -4.7% | 36,478 | $1.3M |
| Moody National Bank Trust Division | 0.13% | Add +6.3% | 35,866 | $1.2M |
| Gilliland Jeter Wealth Management LLC | 0.38% | Reduce -0.8% | 32,249 | $1.1M |
| Two Sigma Investments, LP | 0.00% | New | 32,226 | $1.1M |
| Sanders Morris Harris LLC | 0.17% | No change | 31,864 | $1.1M |
| Concurrent Investment Advisors, LLC | 0.03% | Reduce -19.6% | 31,524 | $1.1M |
| Qube Research & Technologies Ltd | 0.00% | Reduce -36.9% | 31,399 | $1.1M |
| Pathstone Holdings, LLC | 0.00% | Add +2.1% | 30,785 | $1.1M |
| Ironwood Investment Management LLC | 0.52% | Add +1.2% | 30,170 | $1.0M |
| Security National Bank | 0.15% | No change | 29,829 | $1.0M |
| Franklin Resources Inc. | 0.00% | Add +0.1% | 29,027 | $1000K |
| Synovus Financial Corp. | 0.01% | Add +8.5% | 28,899 | $996K |
| Mustard Seed Financial, LLC | 0.80% | Reduce -19.2% | 28,468 | $981K |
| Pictet Asset Management Holding SA | 0.00% | Add +7.9% | 28,439 | $980K |
| Marshall Wace, LLP | 0.00% | Reduce -68.4% | 26,900 | $927K |
| Pacer Advisors, Inc. | 0.00% | Reduce -0.8% | 26,481 | $912K |
| Xponance LLC | 0.01% | Add +4.7% | 25,828 | $890K |
| Sit Investment Associates Inc. | 0.02% | Add +2.4% | 25,750 | $887K |
| Howard Financial Services, LTD. | 0.12% | Reduce -16.6% | 25,090 | $864K |
| South Dakota Investment Council | 0.02% | No change | 25,000 | $861K |
| Corient Private Wealth LP | 0.00% | Reduce -32.5% | 24,558 | $846K |
| Nomura Holdings Inc. | 0.00% | New | 24,243 | $835K |
| AlphaQuest LLC | 0.11% | Add +209.3% | 24,160 | $832K |
| Captrust Financial Advisors | 0.00% | Add +0.2% | 23,650 | $815K |
| Beacon Pointe Advisors, LLC | 0.01% | Add +262.6% | 22,845 | $787K |
| Lathrop Investment Management Co. | 0.15% | No change | 22,791 | $785K |
| Public Employees Retirement Association of Colorado | 0.00% | No change | 22,239 | $766K |
| Stifel Financial Corp. | 0.00% | Add +0.3% | 21,092 | $727K |
| Tower Research Capital LLC (TRC) | 0.01% | Add +64.4% | 21,078 | $726K |
| Wealthcare Advisory Partners LLC | 0.02% | Add +3.5% | 20,970 | $722K |
| Academy Capital Management | 0.12% | No change | 20,950 | $722K |
| Quantbot Technologies LP | 0.03% | New | 20,853 | $718K |
| State of Alaska, Department of Revenue | 0.01% | Reduce -1.4% | 20,860 | $718K |
| Linscomb Wealth, Inc. | 0.04% | Reduce -6.9% | 20,653 | $711K |
| Mascagni Wealth Management, Inc. | 0.70% | — | 23,060 | $700K |
| Focus Partners Advisor Solutions, LLC | 0.01% | New | 20,039 | $690K |
| Harvest Investment Services, LLC | 0.17% | New | 19,661 | $677K |
| Capstone Wealth Management, LLC | 0.65% | — | 19,410 | $669K |
| STRS Ohio | 0.00% | Add +3.2% | 19,100 | $658K |
| Vanguard Personalized Indexing Management, LLC | 0.01% | Add +6.3% | 18,606 | $641K |
| Profund Advisors LLC | 0.02% | Add +22.1% | 17,801 | $613K |
| Advantage Alpha Capital Partners LP | 0.14% | Add +12.7% | 17,689 | $609K |
| Danske Bank A/S | 0.00% | Add +364.9% | 17,667 | $609K |
| Gabelli Funds LLC | 0.00% | No change | 17,500 | $603K |
| Cibc World Markets Corp. | 0.00% | New | 17,049 | $587K |
| NJ State Employees Deferred Compensation Plan | 0.07% | No change | 16,800 | $579K |
| Sheets Smith Wealth Management | 0.07% | Add +4.5% | 16,694 | $575K |
| Intergy Private Wealth, LLC | 0.21% | Reduce -2.3% | 16,502 | $568K |
| Fairvoy Private Wealth, LLC | 0.15% | — | 16,376 | $564K |
| Bleakley Financial Group, LLC | 0.02% | New | 16,283 | $561K |
| Prudential PLC | 0.00% | New | 15,819 | $545K |
| Tidal Investments LLC | 0.00% | Add +54.0% | 15,041 | $518K |
| Premier Fund Managers Ltd | 0.02% | New | 14,669 | $504K |
| Securian Asset Management, Inc. | 0.01% | Reduce -2.5% | 13,832 | $477K |
| Mercer Global Advisors Inc. | 0.00% | Reduce -79.9% | 13,425 | $462K |
| GTS Securities LLC | 0.02% | New | 13,170 | $454K |
| Chickasaw Capital Management LLC | 0.02% | No change | 13,057 | $450K |
| Mariner, LLC | 0.00% | Reduce -10.5% | 12,590 | $434K |
| Engineers Gate Manager LP | 0.01% | New | 12,459 | $429K |
| Teacher Retirement System of Texas | 0.00% | Add +16.7% | 12,016 | $414K |
| United Services Automobile Association | 0.01% | Reduce -5.8% | 11,791 | $406K |
| Aigen Investment Management, LP | 0.07% | New | 11,730 | $404K |
| Orion Porfolio Solutions, LLC | 0.00% | Reduce -19.6% | 11,405 | $393K |
| Orion Portfolio Solutions, LLC | 0.00% | Reduce -19.6% | 11,405 | $393K |
| Crossmark Global Holdings, Inc. | 0.01% | Reduce -0.1% | 11,281 | $388K |
| Eukles Asset Management | 0.16% | Add +0.0% | 11,076 | $382K |
| United Capital Financial Advisors, LLC | 0.00% | New | 11,034 | $380K |
| XTX Topco Ltd | 0.03% | Add +50.1% | 10,463 | $360K |
| Hamilton Capital Partners Inc. | 0.03% | Add +3.3% | 10,434 | $359K |
| Ignite Planners, LLC | 0.08% | No change | 10,102 | $348K |
| Choreo, LLC | 0.01% | New | 10,092 | $348K |
| Regions Financial Corp. | 0.00% | No change | 10,056 | $346K |
| Neo Ivy Capital Management | 0.07% | New | 10,014 | $344K |
| Bailard, Inc. | 0.01% | Add +46.7% | 9,741 | $336K |
| US Bancorp \de | 0.00% | Reduce -57.4% | 9,731 | $335K |
| Net Worth Advisory Group | 0.10% | Add +2.5% | 9,355 | $322K |
| Procyon Advisors, LLC | 0.02% | Reduce -20.3% | 9,316 | $321K |
| Farringdon Capital, Ltd. | 0.13% | — | 9,186 | $316K |
| Commerce Bank | 0.00% | No change | 9,077 | $313K |
| O'shaughnessy Asset Management, LLC | 0.00% | Add +23.3% | 8,809 | $303K |
| KBC Group NV | 0.00% | Add +63.6% | 8,239 | $284K |
| Park Place Capital Corp | 0.08% | Add +0.6% | 8,188 | $282K |
| 1492 Capital Management LLC | 0.13% | No change | 8,011 | $276K |
| Stonegate Investment Group, LLC | 0.01% | No change | 7,931 | $273K |
| Avantax Planning Partners, Inc. | 0.01% | No change | 7,913 | $273K |
| Schonfeld Strategic Advisors LLC | 0.00% | Reduce -12.8% | 7,717 | $266K |
| Patton Albertson Miller Group, LLC | 0.04% | Reduce -12.5% | 7,679 | $265K |
| Emerald Mutual Fund Advisers Trust | 0.02% | No change | 7,371 | $254K |
| CIBC Private Wealth Group LLC | 0.00% | Reduce -11.6% | 7,197 | $253K |
| Schroder Investment Management Group | 0.00% | New | 7,248 | $249K |
| Lavaca Capital LLC | 0.11% | No change | 7,154 | $246K |
| Moody LYNN Lieberson & Walker, LLC | 0.01% | No change | 6,915 | $238K |
| Shelton Capital Management | 0.01% | Reduce -7.5% | 6,885 | $237K |
| Allianz Asset Management GmbH | 0.00% | Reduce -33.5% | 6,866 | $237K |
| PNC Financial Services Group, Inc. | 0.00% | Add +0.8% | 6,826 | $235K |
| Duncan Williams Asset Management, LLC | 0.09% | Add +6.2% | 6,817 | $235K |
| Neuberger Berman Group LLC | 0.00% | Reduce -3.3% | 6,785 | $234K |
| Johnson Investment Counsel Inc. | 0.00% | No change | 6,739 | $232K |
| Public Employees Retirement System of Ohio | 0.00% | Reduce -12.4% | 6,592 | $227K |
| Callahan Advisors, LLC | 0.02% | New | 6,540 | $225K |
| Teton Advisors, Inc. | 0.12% | Reduce -7.1% | 6,500 | $224K |
| Fayez Sarofim & Co | 0.00% | No change | 6,435 | $222K |
| Davis Investment Partners, LLC | 0.09% | No change | 6,606 | $221K |
| Integrated Wealth Concepts LLC | 0.00% | Reduce -31.0% | 6,398 | $220K |
| Fifth Third Wealth Advisors LLC | 0.01% | No change | 6,334 | $218K |
| Americana Partners, LLC | 0.01% | No change | 6,300 | $217K |
| Forum Financial Management, LP | 0.00% | New | 6,278 | $216K |
| Northwestern Mutual Wealth Management Co. | 0.00% | No change | 6,242 | $215K |
| Journey Strategic Wealth LLC | 0.01% | New | 6,241 | $215K |
| MML Investors Services, LLC | 0.00% | New | 6,208 | $214K |
| Blue Trust, Inc. | 0.00% | Reduce -13.5% | 5,915 | $204K |
| Bollard Group LLC | 0.01% | Add +0.8% | 5,448 | $188K |
| Shell Asset Management Co. | 0.01% | Reduce -0.3% | 5,436 | $187K |
| Bartlett & Co. Wealth Management LLC | 0.00% | No change | 5,000 | $174K |
| TD Private Client Wealth LLC | 0.00% | Reduce -2.4% | 4,836 | $167K |
| Signaturefd, LLC | 0.00% | No change | 4,797 | $165K |
| Cwm, LLC | 0.00% | Reduce -6.2% | 3,871 | $133K |
| DekaBank Deutsche Girozentrale | 0.00% | No change | 3,636 | $124K |
| CI Investments Inc. | 0.00% | Add +29.6% | 3,482 | $120K |
| Citizens National Bank Trust Department | 0.02% | No change | 2,422 | $83K |
| State of Wyoming | 0.01% | Add +172.4% | 2,359 | $81K |
| Steward Partners Investment Advisory, LLC | 0.00% | Reduce -17.4% | 2,274 | $78K |
| Osaic Holdings, Inc. | 0.00% | Reduce -21.8% | 2,125 | $73K |
| Caitong International Asset Management Co., Ltd | 0.07% | — | 2,088 | $72K |
| GAMMA Investing LLC | 0.01% | Add +19.3% | 1,862 | $64K |
| Parkside Financial Bank & Trust | 0.01% | Add +504.9% | 1,718 | $59K |
| Jones Financial Companies LLLP | 0.00% | Add +1601.0% | 1,718 | $59K |
| Fifth Third Bancorp | 0.00% | Add +1.2% | 1,620 | $56K |
| Pinnacle Financial Partners Inc | 0.00% | No change | 1,750 | $56K |
| Nomura Asset Management Co. Ltd. | 0.00% | No change | 1,270 | $44K |
| Rise Advisors, LLC | 0.02% | Add +0.8% | 1,215 | $42K |
| Founders Capital Management | 0.03% | No change | 1,200 | $41K |
| Smartleaf Asset Management LLC | 0.00% | Add +163.7% | 1,163 | $40K |
| Versant Capital Management, Inc | 0.01% | Add +28.1% | 1,020 | $35K |
| PEAK6 LLC | 0.00% | — | 1,011 | $35K |
| Keystone Financial Group, Inc. | 0.03% | — | 889 | $31K |
| EverSource Wealth Advisors, LLC | 0.00% | Reduce -9.1% | 874 | $30K |
| Whittier Trust Co. | 0.00% | No change | 834 | $29K |
| Bessemer Group Inc. | 0.00% | Add +46.6% | 805 | $28K |
| Mather Group, Llc. | 0.00% | Add +716.2% | 808 | $28K |
| FNY Investment Advisers, LLC | 0.01% | No change | 800 | $27K |
| V-Square Quantitative Management LLC | 0.00% | No change | 774 | $27K |
| Brooklyn Investment Group | 0.01% | New | 754 | $26K |
| Castleview Partners, LLC | 0.01% | No change | 763 | $26K |
| Lindbrook Capital, LLC | 0.00% | No change | 687 | $24K |
| UMB Bank, n.a. | 0.00% | No change | 658 | $23K |
| Headlands Technologies LLC | 0.00% | New | 603 | $21K |
| Farther Finance Advisors, LLC | 0.00% | Reduce -11.5% | 545 | $19K |
| Abound Wealth Management | 0.01% | No change | 515 | $18K |
| BankPlus Trust Department | 0.01% | — | 500 | $17K |
| Group One Trading LLC | 0.00% | New | 500 | $17K |
| Global Retirement Partners, LLC | 0.00% | Add +308.2% | 498 | $17K |
| Parallel Advisors, LLC | 0.00% | No change | 484 | $17K |
| Harbor Capital Advisors, Inc. | 0.00% | Add +18.0% | 472 | $16K |
| J.Safra Asset Management Corp | 0.00% | Add +38.9% | 457 | $16K |
| Aster Capital Management (DIFC) Ltd | 0.01% | New | 452 | $16K |
| Quarry LP | 0.00% | New | 444 | $15K |
| Arax Advisory Partners | 0.00% | No change | 383 | $13K |
| Covestor Ltd | 0.01% | Add +0.3% | 348 | $12K |
| Marshall & Sterling Wealth Advisors Inc. | 0.01% | — | 334 | $12K |
| Rosenberg Matthew Hamilton | 0.00% | No change | 313 | $11K |
| Huntington National Bank | 0.00% | No change | 263 | $9K |
| Eagle Bay Advisors LLC | 0.01% | No change | 260 | $9K |
| Atala Financial Inc | 0.01% | — | 257 | $9K |
| Rothschild Investment LLC | 0.00% | Add +15.0% | 230 | $8K |
| Hantz Financial Services, Inc. | 0.00% | No change | 190 | $7K |
| Moisand Fitzgerald Tamayo, LLC | 0.00% | No change | 195 | $7K |
| Private Wealth Management Group, LLC | 0.00% | No change | 176 | $6K |
| Quadrant Capital Group LLC | 0.00% | No change | 159 | $5K |
| High Note Wealth, LLC | 0.00% | New | 155 | $5K |
| Hemington Wealth Management | 0.00% | Add +56.9% | 160 | $5K |
| First Horizon Advisors, Inc. | 0.00% | Reduce -8.3% | 133 | $5K |
| JFS Wealth Advisors, LLC | 0.00% | No change | 130 | $4K |
| Amundi | 0.00% | New | 105 | $4K |
| MassMutual Private Wealth & Trust, FSB | 0.00% | No change | 98 | $3K |
| Allworth Financial LP | 0.00% | No change | 90 | $3K |
| Quent Capital, LLC | 0.00% | No change | 92 | $3K |
| NewEdge Advisors, LLC | 0.00% | No change | 72 | $2K |
| Farmers & Merchants Investments Inc. | 0.00% | No change | 68 | $2K |
| Bell Investment Advisors, Inc | 0.00% | No change | 51 | $2K |
| Principal Securities, Inc. | 0.00% | No change | 51 | $2K |
| Assetmark, Inc. | 0.00% | Add +318.2% | 46 | $2K |
| SJS Investment Consulting Inc. | 0.00% | Reduce -12.5% | 42 | $1K |
| Cassady Schiller Wealth Management, LLC | 0.00% | New | 37 | $1K |
| R Squared Ltd | 0.00% | — | 30 | $1K |
| Riverview Trust Co | 0.00% | New | 28 | $965 |
| Lee Danner & Bass Inc. | 0.00% | New | 22 | $758 |
| Bruce G. Allen Investments, LLC | 0.00% | New | 15 | $517 |
| WealthTrak Capital Management LLC | 0.00% | — | 15 | $517 |
| Global Financial Private Client, LLC | 0.00% | New | 10 | $345 |
| Parkworth Wealth Management, Inc. | 0.00% | — | 4 | $138 |
| Financial Management Professionals, Inc. | 0.00% | No change | 2 | $69 |
| Private Trust Co. NA | 0.00% | No change | 1 | $34 |
"% of holder's portfolio" is CADE's weight in each manager's 13F, not the share of Cadence Bank the manager owns.