Cadence BankCADE
13F holders, Q1 2025 (March 31)353holders +16
52new positions
37sold out
6famous investors
$30.37avg. 13F price*
At the end of Q1 2025, 353 institutions reported holding Cadence Bank (CADE) in their 13F filings, up 16 from Q4 2024. 52 opened new positions and 37 sold out. The largest holders were Vanguard Group Inc. ($614.8M), BlackRock, Inc. ($543.4M) and FMR LLC ($498.2M). 6 famous investors held it, including Mario Gabelli (0.0% of GAMCO Investors's portfolio), Cliff Asness (0.0% of AQR Capital Management'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 Q4 2024 → Q1 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 52 | $74.9M |
| Exits | 37 | $21.4M |
All 13F filers, Q4 2024 → Q1 2025: 8,059,717 shares bought and 6,482,701 shares sold, net +1,577,016 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 353 holders
| Vanguard Group Inc. | 0.01% | Reduce -1.2% | 20,249,360 | $614.8M |
| BlackRock, Inc. | 0.01% | Reduce -0.1% | 17,899,191 | $543.4M |
| FMR LLC | 0.03% | Reduce -0.1% | 16,409,355 | $498.2M |
| Wellington Management Group LLP | 0.08% | Add +7.8% | 13,481,585 | $409.3M |
| Dimensional Fund Advisors LP | 0.08% | Reduce -0.1% | 9,959,709 | $302.4M |
| State Street Corp. | 0.01% | Reduce -7.4% | 8,994,205 | $275.5M |
| T. Rowe Price Investment Management, Inc. | 0.11% | Add +0.6% | 5,520,057 | $167.6M |
| Silvercrest Asset Management Group LLC | 1.15% | Add +0.5% | 5,300,708 | $160.9M |
| Geode Capital Management, LLC | 0.01% | Add +4.8% | 4,550,768 | $138.2M |
| Fuller & Thaler Asset Management, Inc. | 0.43% | Add +5.7% | 3,619,544 | $109.9M |
| Goldman Sachs Group Inc. | 0.02% | Add +9.4% | 2,831,131 | $86.0M |
| Northern Trust Corp. | 0.01% | Reduce -2.8% | 2,609,231 | $79.2M |
| Vaughan Nelson Investment Management, L.P. | 0.73% | Add +8.1% | 2,416,198 | $73.4M |
| First Trust Advisors LP | 0.06% | Reduce -11.9% | 2,320,600 | $70.5M |
| Charles Schwab Investment Management Inc. | 0.01% | Add +0.1% | 2,256,878 | $68.5M |
| Norges Bank | 0.01% | Add +5.1% | 2,193,791 | $66.6M |
| Macquarie Group Ltd. | 0.08% | Reduce -15.4% | 2,043,408 | $62.0M |
| Bank of New York Mellon Corp | 0.01% | Reduce -2.2% | 1,796,774 | $54.6M |
| Fisher Asset Management | 0.02% | Reduce -3.4% | 1,599,321 | $48.6M |
| Morgan Stanley | 0.00% | Reduce -10.9% | 1,434,910 | $43.6M |
| Segall Bryant & Hamill, LLC | 0.64% | Add +2.1% | 1,370,231 | $41.6M |
| William Blair Investment Management, LLC | 0.07% | New | 853,461 | $25.9M |
| AQR Capital Management | 0.02% | Add +1802.4% | 764,776 | $22.8M |
| Boston Partners | 0.03% | Reduce -1.0% | 709,526 | $21.3M |
| Barclays PLC | 0.01% | Reduce -9.2% | 685,421 | $20.8M |
| Cadence Bank | 1.44% | Reduce -0.8% | 662,026 | $20.1M |
| Nuveen, LLC | 0.01% | — | 661,715 | $20.1M |
| Bessemer Group Inc. | 0.03% | Add +76386.7% | 615,718 | $18.7M |
| Rhumbline Advisers | 0.02% | Reduce -2.0% | 611,753 | $18.6M |
| Alliancebernstein L.P. | 0.01% | Add +51.4% | 585,197 | $17.8M |
| JPMorgan Chase & Co. | 0.00% | Reduce -5.9% | 568,625 | $17.3M |
| Bank of America Corp. | 0.00% | Add +28.4% | 567,678 | $17.2M |
| Manufacturers Life Insurance Company, The | 0.01% | Add +1.0% | 495,678 | $15.0M |
| Natixis Advisors, LLC | 0.03% | Reduce -2.5% | 471,362 | $14.3M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.00% | Add +1.4% | 470,691 | $14.3M |
| Invesco Ltd. | 0.00% | Add +0.1% | 439,306 | $13.3M |
| Qube Research & Technologies Ltd | 0.02% | Add +1289.2% | 436,192 | $13.2M |
| Principal Financial Group Inc. | 0.01% | Add +1.2% | 425,330 | $12.9M |
| State of Wisconsin Investment Board | 0.03% | Add +1.2% | 414,353 | $12.6M |
| Nicholas Hoffman & Company, LLC. | 0.47% | No change | 411,064 | $12.5M |
| UBS Group AG | 0.00% | Reduce -46.9% | 409,150 | $12.4M |
| Loomis Sayles & Co. L P | 0.02% | Reduce -0.1% | 403,058 | $12.2M |
| Raymond James Financial Inc. | 0.00% | Add +3.2% | 396,201 | $12.0M |
| Mackenzie Financial Corp. | 0.02% | Add +30.7% | 392,880 | $11.9M |
| Ranger Investment Management, L.P. | 0.85% | Reduce -32.6% | 392,055 | $11.9M |
| Swiss National Bank | 0.01% | Reduce -1.5% | 354,053 | $10.7M |
| Ameriprise Financial Inc. | 0.00% | Reduce -0.6% | 342,774 | $10.4M |
| Deutsche Bank AG | 0.00% | Reduce -2.4% | 341,977 | $10.4M |
| Balyasny Asset Management L.P. | 0.03% | New | 332,869 | $10.1M |
| Allspring Global Investments Holdings, LLC | 0.02% | Add +86.1% | 319,451 | $9.7M |
| Susquehanna International Group, LLP | 0.02% | Add +198.8% | 316,392 | $9.6M |
| California Public Employees Retirement System | 0.01% | Add +6.4% | 312,760 | $9.5M |
| Legal & General Group Plc | 0.00% | Add +0.1% | 294,899 | $9.0M |
| Jane Street Group, LLC | 0.02% | Add +532.5% | 294,546 | $8.9M |
| HSBC Holdings PLC | 0.01% | Reduce -17.8% | 294,772 | $8.9M |
| Corebridge Financial, Inc. | 0.05% | Reduce -1.9% | 290,734 | $8.8M |
| Moody Aldrich Partners LLC | 1.80% | Reduce -1.5% | 282,433 | $8.6M |
| ProShare Advisors LLC | 0.02% | Add +6.1% | 280,370 | $8.5M |
| Citigroup Inc. | 0.01% | Reduce -53.3% | 258,394 | $7.8M |
| Thrivent Financial for Lutherans | 0.02% | Add +0.1% | 227,943 | $6.9M |
| Retirement Systems of Alabama | 0.03% | Add +0.4% | 223,378 | $6.8M |
| New York State Teachers Retirement System | 0.02% | Reduce -5.7% | 223,159 | $6.8M |
| Verition Fund Management LLC | 0.04% | Reduce -56.6% | 210,510 | $6.4M |
| Hardy Reed LLC | 0.55% | Reduce -1.3% | 205,942 | $6.3M |
| Voya Investment Management LLC | 0.01% | Add +25.5% | 205,461 | $6.2M |
| MetLife Investment Management, LLC | 0.03% | Reduce -2.2% | 205,069 | $6.2M |
| Millennium Management | 0.01% | Reduce -81.3% | 196,903 | $6.0M |
| Great Lakes Advisors, LLC | 0.05% | Reduce -13.4% | 185,428 | $5.6M |
| Russell Investments Group, Ltd. | 0.01% | Add +12.3% | 184,479 | $5.6M |
| Rafferty Asset Management, LLC | 0.02% | Reduce -29.1% | 184,364 | $5.6M |
| Baird Financial Group, Inc. | 0.01% | Reduce -4.2% | 179,549 | $5.5M |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | 0.01% | Add +10.9% | 174,743 | $5.3M |
| Cramer Rosenthal McGlynn LLC | 0.37% | Reduce -72.2% | 169,712 | $5.2M |
| California State Teachers Retirement System | 0.01% | Reduce -1.1% | 168,912 | $5.1M |
| Keeley-Teton Advisors, LLC | 0.62% | Reduce -2.3% | 168,569 | $5.1M |
| Teachers Retirement System of the State of Kentucky | 0.05% | Add +4.9% | 167,627 | $5.1M |
| Interval Partners, LP | 0.17% | New | 162,780 | $4.9M |
| Homestead Advisers Corp | 0.12% | Add +15.1% | 157,450 | $4.8M |
| LPL Financial LLC | 0.00% | Add +0.6% | 150,402 | $4.6M |
| T. Rowe Price Associates Inc. | 0.00% | Add +13.1% | 145,713 | $4.4M |
| Squarepoint Ops LLC | 0.01% | New | 138,296 | $4.2M |
| King Luther Capital Management Corp. | 0.02% | Reduce -0.8% | 125,450 | $3.8M |
| Dark Forest Capital Management LP | 0.17% | New | 125,381 | $3.8M |
| Two Sigma Investments, LP | 0.01% | Add +288.5% | 125,209 | $3.8M |
| Man Group plc | 0.01% | New | 121,545 | $3.7M |
| Intech Investment Management LLC | 0.04% | Add +30.0% | 119,375 | $3.6M |
| Wedge Capital Management L L P | 0.07% | Reduce -35.0% | 118,851 | $3.6M |
| Federated Hermes, Inc. | 0.01% | Add +5.8% | 117,828 | $3.6M |
| American Century Companies Inc. | 0.00% | Reduce -28.7% | 114,640 | $3.5M |
| NFJ Investment Group, LLC | 0.11% | No change | 111,583 | $3.4M |
| Prudential Financial Inc. | 0.00% | Add +0.5% | 88,133 | $3.3M |
| Sentinel Trust Co. Lba | 0.38% | No change | 106,852 | $3.2M |
| Victory Capital Management Inc. | 0.00% | Add +107.2% | 104,514 | $3.2M |
| Trexquant Investment LP | 0.04% | Add +79.1% | 104,218 | $3.2M |
| Halter Ferguson Financial Inc. | 1.69% | No change | 102,161 | $3.1M |
| TD Asset Management Inc | 0.00% | Add +5.0% | 100,536 | $3.1M |
| Vest Financial, LLC | 0.05% | Add +39.3% | 100,099 | $3.0M |
| Nordea Investment Management AB | 0.00% | Add +4.6% | 100,025 | $3.0M |
| Mutual of America Capital Management LLC | 0.03% | Reduce -2.3% | 94,460 | $2.9M |
| Csenge Advisory Group | 0.16% | Reduce -23.7% | 101,480 | $2.8M |
| GAMCO Investors | 0.03% | Add +2.4% | 83,860 | $2.5M |
| Amalgamated Bank | 0.02% | Reduce -2.4% | 81,635 | $2.5M |
| FIL Ltd | 0.00% | New | 79,441 | $2.4M |
| Janus Henderson Group PLC | 0.00% | Reduce -69.7% | 79,132 | $2.4M |
| Leuthold Group, LLC | 0.31% | Reduce -5.8% | 78,241 | $2.4M |
| Wells Fargo & Company | 0.00% | Reduce -33.5% | 76,026 | $2.3M |
| Comerica Bank | 0.01% | Reduce -38.3% | 75,873 | $2.3M |
| State of Tennessee, Department of Treasury | 0.01% | No change | 74,692 | $2.3M |
| Arbor Investment Advisors, LLC | 0.30% | No change | 71,917 | $2.2M |
| Disciplined Investors, L.L.C. | 1.92% | No change | 70,009 | $2.1M |
| Wealth Enhancement Advisory Services, LLC | 0.00% | Add +2.5% | 69,707 | $2.1M |
| Marshall Wace, LLP | 0.00% | Add +151.6% | 67,680 | $2.1M |
| Forest Hill Capital, LLC | 1.51% | No change | 66,352 | $2.0M |
| Cerity Partners LLC | 0.00% | Reduce -3.1% | 65,301 | $2.0M |
| Yousif Capital Management, LLC | 0.02% | Reduce -2.4% | 62,700 | $1.9M |
| Ensign Peak Advisors, Inc | 0.00% | No change | 62,350 | $1.9M |
| Envestnet Asset Management Inc. | 0.00% | Add +1.5% | 61,668 | $1.9M |
| State of New Jersey Common Pension Fund D | 0.01% | Reduce -3.9% | 59,232 | $1.8M |
| Silverleafe Capital Partners, LLC | 0.60% | No change | 57,176 | $1.7M |
| New York State Common Retirement Fund | 0.00% | No change | 56,372 | $1.7M |
| Gsa Capital Partners LLP | 0.15% | New | 55,928 | $1.7M |
| Ameritas Investment Partners, Inc. | 0.06% | Reduce -1.0% | 54,750 | $1.7M |
| Lazard Asset Management LLC | 0.00% | Add +25.5% | 53,276 | $1.6M |
| Arizona State Retirement System | 0.01% | Reduce -1.2% | 52,418 | $1.6M |
| Sei Investments Co. | 0.00% | Reduce -35.0% | 52,403 | $1.6M |
| State Board of Administration of Florida Retirement System | 0.00% | No change | 52,042 | $1.6M |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 0.00% | Add +0.9% | 51,634 | $1.6M |
| Louisiana State Employees Retirement System | 0.03% | Add +1.2% | 51,400 | $1.6M |
| Handelsbanken Fonder AB | 0.01% | Add +27.2% | 50,958 | $1.5M |
| Citadel Advisors | 0.00% | New | 50,859 | $1.5M |
| Teacher Retirement System of Texas | 0.01% | Add +312.7% | 49,592 | $1.5M |
| Prudential PLC | 0.01% | Add +209.7% | 48,989 | $1.5M |
| ExodusPoint Capital Management, LP | 0.02% | Reduce -77.8% | 48,387 | $1.5M |
| Sterling Capital Management LLC | 0.02% | Reduce -24.3% | 47,331 | $1.4M |
| Wesbanco Bank Inc. | 0.05% | No change | 46,816 | $1.4M |
| Edgestream Partners, L.P. | 0.05% | New | 46,757 | $1.4M |
| Schonfeld Strategic Advisors LLC | 0.01% | Add +492.7% | 45,742 | $1.4M |
| HighTower Advisors, LLC | 0.00% | Add +0.1% | 45,299 | $1.4M |
| AlphaQuest LLC | 0.15% | Add +82.2% | 44,009 | $1.3M |
| State of Michigan Retirement System | 0.01% | Add +1.4% | 43,910 | $1.3M |
| Commonwealth of Pennsylvania Public School Empls Retrmt SYS | 0.01% | Add +8.6% | 43,871 | $1.3M |
| Beam Wealth Advisors, Inc. | 0.45% | No change | 43,706 | $1.3M |
| Nisa Investment Advisors, LLC | 0.01% | Reduce -0.2% | 42,910 | $1.3M |
| Teza Capital Management LLC | 0.58% | New | 41,949 | $1.3M |
| Diversified Trust Co. | 0.03% | Reduce 0.0% | 41,792 | $1.3M |
| MAI Capital Management | 0.01% | No change | 41,685 | $1.3M |
| Royal Bank of Canada | 0.00% | Reduce -18.4% | 41,562 | $1.3M |
| Northwestern Mutual Investment Management Company, LLC | 0.02% | Add +0.3% | 40,808 | $1.2M |
| Cibc World Markets Corp. | 0.01% | Add +137.1% | 40,425 | $1.2M |
| Police & Firemen's Retirement System of New Jersey | 0.01% | No change | 39,155 | $1.2M |
| SG Americas Securities, LLC | 0.00% | New | 38,231 | $1.2M |
| Moody National Bank Trust Division | 0.12% | Add +6.4% | 38,176 | $1.2M |
| Connor, Clark & Lunn Investment Management Ltd. | 0.01% | New | 37,921 | $1.2M |
| New Mexico Educational Retirement Board | 0.04% | No change | 37,300 | $1.1M |
| Oregon Public Employees Retirement Fund | 0.02% | No change | 37,274 | $1.1M |
| Synovus Financial Corp. | 0.01% | Add +26.9% | 36,667 | $1.1M |
| Bank of Montreal | 0.00% | Add +0.1% | 36,546 | $1.1M |
| Sit Investment Associates Inc. | 0.03% | Add +41.6% | 36,475 | $1.1M |
| Glenmede Trust Co. NA | 0.01% | Reduce -0.5% | 36,303 | $1.1M |
| KLP Kapitalforvaltning As | 0.01% | Reduce -6.2% | 34,828 | $1.1M |
| Gilliland Jeter Wealth Management LLC | 0.37% | Add +7.0% | 34,516 | $1.0M |
| Two Sigma Advisers, LP | 0.00% | New | 34,108 | $1.0M |
| BNP Paribas Financial Markets | 0.00% | Reduce -85.6% | 33,792 | $1.0M |
| RFG Advisory, LLC | 0.03% | Reduce -15.4% | 32,930 | $1000K |
| Concurrent Investment Advisors, LLC | 0.02% | Add +3.4% | 32,580 | $989K |
| Entropy Technologies, LP | 0.10% | New | 32,196 | $977K |
| Sanders Morris Harris LLC | 0.15% | No change | 31,864 | $967K |
| Pathstone Holdings, LLC | 0.00% | Add +2.9% | 31,673 | $966K |
| Convergence Investment Partners, LLC | 0.26% | New | 30,823 | $936K |
| HRT Financial LP | 0.01% | New | 30,789 | $934K |
| Pictet Asset Management Holding SA | 0.00% | Add +7.7% | 30,639 | $929K |
| Engineers Gate Manager LP | 0.02% | Add +144.8% | 30,500 | $926K |
| Franklin Resources Inc. | 0.00% | Add +4.5% | 30,330 | $921K |
| Ironwood Investment Management LLC | 0.50% | Reduce -0.6% | 29,990 | $910K |
| Security National Bank | 0.17% | No change | 29,829 | $906K |
| Creative Planning | 0.00% | Reduce -21.1% | 29,018 | $881K |
| Aster Capital Management (DIFC) Ltd | 0.16% | Add +5754.0% | 26,460 | $877K |
| NorthCrest Asset Manangement, LLC | 0.03% | New | 27,851 | $846K |
| Mustard Seed Financial, LLC | 0.67% | Reduce -3.8% | 27,393 | $832K |
| Inceptionr LLC | 0.24% | New | 26,867 | $816K |
| Xponance LLC | 0.01% | Add +2.3% | 26,415 | $802K |
| Howard Financial Services, LTD. | 0.10% | Add +0.7% | 25,270 | $767K |
| South Dakota Investment Council | 0.02% | No change | 25,000 | $759K |
| Corient Private Wealth LP | 0.00% | Add +1.3% | 24,879 | $755K |
| Fox Run Management, L.L.C. | 0.11% | New | 23,914 | $726K |
| Martingale Asset Management L P | 0.02% | New | 23,319 | $708K |
| Neo Ivy Capital Management | 0.22% | Add +132.1% | 23,240 | $706K |
| Mascagni Wealth Management, Inc. | 0.70% | No change | 23,060 | $700K |
| Beacon Pointe Advisors, LLC | 0.01% | No change | 22,845 | $694K |
| Lathrop Investment Management Co. | 0.14% | No change | 22,791 | $692K |
| Public Employees Retirement Association of Colorado | 0.00% | No change | 22,239 | $675K |
| State of Alaska, Department of Revenue | 0.01% | Add +3.1% | 21,500 | $652K |
| Wealthcare Advisory Partners LLC | 0.02% | Add +0.6% | 21,093 | $640K |
| Pinebridge Investments, L.P. | 0.01% | Reduce -69.8% | 20,997 | $637K |
| Focus Partners Advisor Solutions, LLC | 0.01% | Add +3.1% | 20,661 | $627K |
| Linscomb Wealth, Inc. | 0.03% | No change | 20,653 | $627K |
| Vanguard Personalized Indexing Management, LLC | 0.01% | Add +10.1% | 20,476 | $622K |
| Stifel Financial Corp. | 0.00% | Reduce -5.7% | 19,883 | $604K |
| Bayforest Capital Ltd | 0.26% | New | 19,719 | $599K |
| Capstone Wealth Management, LLC | 0.59% | No change | 19,410 | $589K |
| Captrust Financial Advisors | 0.00% | Reduce -17.9% | 19,409 | $589K |
| STRS Ohio | 0.00% | No change | 19,100 | $580K |
| Centiva Capital, LP | 0.03% | New | 18,947 | $575K |
| Premier Fund Managers Ltd | 0.02% | Add +29.7% | 19,028 | $573K |
| State of Wyoming | 0.07% | Add +673.1% | 18,238 | $554K |
| Sheets Smith Wealth Management | 0.07% | Add +5.3% | 17,576 | $534K |
| Gabelli Funds LLC | 0.00% | No change | 17,500 | $531K |
| NJ State Employees Deferred Compensation Plan | 0.07% | No change | 16,800 | $510K |
| Fairvoy Private Wealth, LLC | 0.14% | No change | 16,376 | $497K |
| Graham Capital Management, L.P. | 0.02% | Reduce -66.0% | 16,272 | $494K |
| Bleakley Financial Group, LLC | 0.02% | Reduce -0.1% | 16,266 | $494K |
| Quantbot Technologies LP | 0.02% | Reduce -23.7% | 15,910 | $483K |
| Tower Research Capital LLC (TRC) | 0.01% | Reduce -26.1% | 15,574 | $473K |
| Intergy Private Wealth, LLC | 0.18% | Reduce -5.8% | 15,536 | $472K |
| Dynamic Technology Lab Private Ltd | 0.07% | Reduce -59.3% | 14,940 | $454K |
| Wolverine Asset Management LLC | 0.03% | New | 14,419 | $438K |
| Tudor Investment Corporation | 0.00% | New | 14,352 | $436K |
| Inscription Capital, LLC | 0.07% | — | 15,000 | $435K |
| Mariner, LLC | 0.00% | Add +13.7% | 14,315 | $435K |
| Securian Asset Management, Inc. | 0.01% | Add +0.8% | 13,938 | $423K |
| Neuberger Berman Group LLC | 0.00% | Add +96.6% | 13,337 | $405K |
| Vestcor Inc | 0.01% | New | 13,075 | $397K |
| Chickasaw Capital Management LLC | 0.02% | No change | 13,057 | $396K |
| Eukles Asset Management | 0.17% | Add +17.4% | 13,008 | $395K |
| Mercer Global Advisors Inc. | 0.00% | Reduce -12.5% | 11,749 | $357K |
| United Services Automobile Association | 0.01% | No change | 11,791 | $355K |
| Aigen Investment Management, LP | 0.06% | Reduce -0.3% | 11,693 | $355K |
| Profund Advisors LLC | 0.01% | Reduce -35.9% | 11,408 | $346K |
| XTX Topco Ltd | 0.02% | Add +7.3% | 11,232 | $341K |
| Crossmark Global Holdings, Inc. | 0.01% | Reduce -1.5% | 11,111 | $338K |
| Ignite Planners, LLC | 0.07% | Add +11.5% | 11,268 | $335K |
| Guggenheim Capital LLC | 0.00% | New | 10,946 | $332K |
| Orion Porfolio Solutions, LLC | 0.00% | Reduce -6.0% | 10,717 | $325K |
| Orion Portfolio Solutions, LLC | 0.00% | Reduce -6.0% | 10,717 | $325K |
| Rockefeller Capital Management L.P. | 0.00% | New | 10,607 | $322K |
| Advisor Resource Council | 0.03% | New | 10,348 | $314K |
| Hamilton Capital Partners Inc. | 0.02% | Reduce -2.8% | 10,143 | $308K |
| Regions Financial Corp. | 0.00% | No change | 10,056 | $305K |
| Jain Global LLC | 0.01% | New | 10,047 | $305K |
| Allianz Asset Management GmbH | 0.00% | Add +46.0% | 10,026 | $304K |
| SummitTX Capital, L.P. | 0.01% | — | 9,901 | $301K |
| Bailard, Inc. | 0.01% | No change | 9,741 | $296K |
| US Bancorp \de | 0.00% | Reduce -1.7% | 9,568 | $290K |
| Net Worth Advisory Group | 0.09% | Reduce -1.1% | 9,251 | $281K |
| Commerce Bank | 0.00% | No change | 9,077 | $276K |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 0.00% | New | 9,072 | $275K |
| O'shaughnessy Asset Management, LLC | 0.00% | Reduce -2.2% | 8,616 | $262K |
| KBC Group NV | 0.00% | Add +2.7% | 8,464 | $257K |
| United Capital Financial Advisors, LLC | 0.00% | Reduce -26.0% | 8,166 | $248K |
| 1492 Capital Management LLC | 0.13% | No change | 8,011 | $244K |
| Stonegate Investment Group, LLC | 0.01% | No change | 7,931 | $241K |
| Procyon Advisors, LLC | 0.01% | Reduce -16.3% | 7,794 | $237K |
| Patton Albertson Miller Group, LLC | 0.03% | No change | 7,679 | $233K |
| Park Place Capital Corp | 0.06% | Reduce -6.6% | 7,645 | $232K |
| Abel Hall, LLC | 0.14% | New | 7,625 | $231K |
| GTS Securities LLC | 0.01% | Reduce -42.7% | 7,549 | $229K |
| Johnson Investment Counsel Inc. | 0.00% | Add +8.6% | 7,317 | $222K |
| Lavaca Capital LLC | 0.10% | No change | 7,154 | $217K |
| Advantage Alpha Capital Partners LP | 0.05% | Reduce -60.8% | 6,930 | $210K |
| Moody LYNN Lieberson & Walker, LLC | 0.01% | No change | 6,915 | $210K |
| Duncan Williams Asset Management, LLC | 0.07% | No change | 6,817 | $207K |
| Blue Trust, Inc. | 0.00% | Add +11.8% | 6,615 | $201K |
| PNC Financial Services Group, Inc. | 0.00% | Reduce -3.1% | 6,613 | $201K |
| Public Employees Retirement System of Ohio | 0.00% | Add +0.3% | 6,611 | $201K |
| Forum Financial Management, LP | 0.00% | Add +5.1% | 6,597 | $200K |
| TD Private Client Wealth LLC | 0.01% | Add +30.4% | 6,308 | $192K |
| Northwestern Mutual Wealth Management Co. | 0.00% | No change | 6,242 | $190K |
| Cwm, LLC | 0.00% | Add +49.8% | 5,799 | $176K |
| Bollard Group LLC | 0.00% | Add +0.7% | 5,488 | $167K |
| CIBC Private Wealth Group LLC | 0.00% | Reduce -12.2% | 6,320 | $167K |
| Shell Asset Management Co. | 0.01% | Reduce -4.1% | 5,211 | $158K |
| Bartlett & Co. Wealth Management LLC | 0.00% | No change | 5,000 | $153K |
| Signaturefd, LLC | 0.00% | No change | 4,797 | $146K |
| Coldstream Capital Management Inc. | 0.00% | New | 4,549 | $138K |
| CX Institutional | 0.00% | New | 4,031 | $122K |
| CI Investments Inc. | 0.00% | Add +2.6% | 3,572 | $108K |
| DekaBank Deutsche Girozentrale | 0.00% | No change | 3,636 | $108K |
| GAMMA Investing LLC | 0.01% | Add +55.3% | 2,892 | $88K |
| Citizens National Bank Trust Department | 0.02% | No change | 2,422 | $74K |
| Jones Financial Companies LLLP | 0.00% | Add +33.7% | 2,297 | $69K |
| Steward Partners Investment Advisory, LLC | 0.00% | Add +0.2% | 2,278 | $69K |
| Versant Capital Management, Inc | 0.01% | Add +103.8% | 2,079 | $63K |
| Pinnacle Financial Partners Inc | 0.00% | No change | 1,750 | $60K |
| Parkside Financial Bank & Trust | 0.01% | Add +5.9% | 1,820 | $55K |
| Fifth Third Bancorp | 0.00% | Add +12.2% | 1,818 | $55K |
| UMB Bank, n.a. | 0.00% | Add +169.6% | 1,774 | $54K |
| Abound Wealth Management | 0.02% | Add +223.3% | 1,665 | $51K |
| BI Asset Management Fondsmaeglerselskab A/S | 0.00% | New | 1,303 | $40K |
| Optiver Holding B.V. | 0.00% | New | 1,314 | $40K |
| Nomura Asset Management Co. Ltd. | 0.00% | No change | 1,270 | $39K |
| Founders Capital Management | 0.02% | No change | 1,200 | $36K |
| Osaic Holdings, Inc. | 0.00% | Reduce -45.5% | 1,159 | $35K |
| EverSource Wealth Advisors, LLC | 0.00% | Add +13.7% | 994 | $30K |
| Smartleaf Asset Management LLC | 0.00% | Reduce -24.3% | 880 | $27K |
| Whittier Trust Co. | 0.00% | No change | 834 | $25K |
| Rise Advisors, LLC | 0.01% | Reduce -33.1% | 813 | $25K |
| Quarry LP | 0.01% | Add +77.0% | 786 | $24K |
| V-Square Quantitative Management LLC | 0.00% | No change | 774 | $23K |
| Mather Group, Llc. | 0.00% | Reduce -12.6% | 706 | $21K |
| Danske Bank A/S | 0.00% | Reduce -96.0% | 700 | $21K |
| Lindbrook Capital, LLC | 0.00% | No change | 687 | $21K |
| Covestor Ltd | 0.01% | Add +74.1% | 606 | $19K |
| Harbor Capital Advisors, Inc. | 0.00% | Add +34.3% | 634 | $19K |
| Farther Finance Advisors, LLC | 0.00% | Add +1.3% | 552 | $17K |
| Brooklyn Investment Group | 0.00% | Reduce -30.9% | 521 | $16K |
| BankPlus Trust Department | 0.01% | No change | 500 | $15K |
| Mitsubishi UFJ Asset Management Co., Ltd. | 0.00% | New | 500 | $15K |
| J.Safra Asset Management Corp | 0.00% | Add +5.9% | 484 | $15K |
| Parallel Advisors, LLC | 0.00% | Reduce -3.5% | 467 | $14K |
| Simplex Trading, LLC | 0.00% | New | 490 | $14K |
| Marshall & Sterling Wealth Advisors Inc. | 0.01% | No change | 334 | $10K |
| SVB Wealth LLC | 0.00% | New | 322 | $10K |
| Rosenberg Matthew Hamilton | 0.00% | No change | 313 | $10K |
| Hantz Financial Services, Inc. | 0.00% | Add +47.9% | 281 | $9K |
| Huntington National Bank | 0.00% | No change | 263 | $8K |
| Rothschild Investment LLC | 0.00% | Add +13.0% | 260 | $8K |
| Atala Financial Inc | 0.01% | No change | 257 | $8K |
| Accredited Wealth Management, LLC | 0.01% | New | 250 | $8K |
| Allworth Financial LP | 0.00% | Add +150.0% | 225 | $7K |
| Moisand Fitzgerald Tamayo, LLC | 0.00% | No change | 195 | $6K |
| Private Wealth Management Group, LLC | 0.00% | No change | 176 | $5K |
| Hemington Wealth Management | 0.00% | Add +10.6% | 177 | $5K |
| Quadrant Capital Group LLC | 0.00% | No change | 159 | $5K |
| High Note Wealth, LLC | 0.00% | No change | 155 | $5K |
| First Horizon Advisors, Inc. | 0.00% | No change | 133 | $4K |
| JFS Wealth Advisors, LLC | 0.00% | No change | 130 | $4K |
| Farmers & Merchants Investments Inc. | 0.00% | Add +85.3% | 126 | $4K |
| Amundi | 0.00% | Add +29.5% | 136 | $4K |
| MassMutual Private Wealth & Trust, FSB | 0.00% | No change | 98 | $3K |
| Quent Capital, LLC | 0.00% | No change | 92 | $3K |
| NewEdge Advisors, LLC | 0.00% | No change | 72 | $2K |
| Stephens Consulting, LLC | 0.00% | New | 60 | $2K |
| NewSquare Capital LLC | 0.00% | New | 58 | $2K |
| Principal Securities, Inc. | 0.00% | No change | 51 | $2K |
| Creative Financial Designs Inc. | 0.00% | New | 54 | $2K |
| Bell Investment Advisors, Inc | 0.00% | No change | 51 | $2K |
| Activest Wealth Management | 0.00% | New | 47 | $1K |
| Hughes Financial Services, LLC | 0.00% | New | 46 | $1K |
| Assetmark, Inc. | 0.00% | No change | 46 | $1K |
| SJS Investment Consulting Inc. | 0.00% | No change | 42 | $1K |
| Global Financial Private Client, LLC | 0.00% | Add +120.0% | 22 | $668 |
| Bare Financial Services, Inc | 0.00% | New | 21 | $638 |
| American Capital Advisory, LLC | 0.00% | New | 17 | $517 |
| Private Trust Co. NA | 0.00% | Add +1600.0% | 17 | $516 |
| WealthTrak Capital Management LLC | 0.00% | No change | 15 | $456 |
| Bruce G. Allen Investments, LLC | 0.00% | No change | 15 | $455 |
| AdvisorNet Financial, Inc | 0.00% | New | 13 | $395 |
| Principia Wealth Advisory, LLC | 0.00% | New | 12 | $346 |
| True Wealth Design, LLC | 0.00% | New | 11 | $334 |
| Clearstead Advisors, LLC | 0.00% | New | 7 | $213 |
| Bay Harbor Wealth Management, LLC | 0.00% | New | 6 | $182 |
| HFM Investment Advisors, LLC | 0.00% | — | 4 | $122 |
| Parkworth Wealth Management, Inc. | 0.00% | No change | 4 | $121 |
"% of holder's portfolio" is CADE's weight in each manager's 13F, not the share of Cadence Bank the manager owns.