Cadence BankCADE
13F holders, Q2 2025 (June 30)361holders +8
55new positions
46sold out
7famous investors
$32.00avg. 13F price*
At the end of Q2 2025, 361 institutions reported holding Cadence Bank (CADE) in their 13F filings, up 8 from Q1 2025. 55 opened new positions and 46 sold out. The largest holders were Vanguard Group Inc. ($647.7M), BlackRock, Inc. ($581.5M) and FMR LLC ($527.6M). 7 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 Q1 2025 → Q2 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 55 | $153.8M |
| Exits | 46 | $39.5M |
All 13F filers, Q1 2025 → Q2 2025: 10,812,941 shares bought and 5,715,367 shares sold, net +5,097,574 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 361 holders
| Vanguard Group Inc. | 0.01% | Add +0.0% | 20,253,200 | $647.7M |
| BlackRock, Inc. | 0.01% | Add +1.6% | 18,183,639 | $581.5M |
| FMR LLC | 0.03% | Add +0.6% | 16,498,937 | $527.6M |
| Wellington Management Group LLP | 0.08% | Add +4.5% | 14,095,421 | $450.8M |
| Dimensional Fund Advisors LP | 0.07% | Reduce -2.0% | 9,757,623 | $312.1M |
| State Street Corp. | 0.01% | Reduce -5.2% | 8,523,125 | $274.9M |
| T. Rowe Price Investment Management, Inc. | 0.11% | Reduce -3.9% | 5,306,349 | $169.7M |
| Geode Capital Management, LLC | 0.01% | Add +2.5% | 4,664,361 | $149.2M |
| Silvercrest Asset Management Group LLC | 0.94% | Reduce -17.1% | 4,394,610 | $140.5M |
| Fuller & Thaler Asset Management, Inc. | 0.42% | Reduce -0.1% | 3,616,976 | $115.7M |
| Goldman Sachs Group Inc. | 0.02% | Add +20.6% | 3,414,709 | $109.2M |
| Vaughan Nelson Investment Management, L.P. | 0.87% | Add +19.9% | 2,896,820 | $92.6M |
| First Trust Advisors LP | 0.07% | Add +11.5% | 2,587,221 | $82.7M |
| Northern Trust Corp. | 0.01% | Reduce -2.0% | 2,555,822 | $81.7M |
| Channing Capital Management, LLC | 2.10% | New | 2,366,504 | $75.7M |
| Norges Bank | 0.01% | Add +1.5% | 2,227,472 | $71.2M |
| Charles Schwab Investment Management Inc. | 0.01% | Reduce -3.4% | 2,180,623 | $69.7M |
| Macquarie Group Ltd. | 0.08% | Reduce -3.1% | 1,980,661 | $63.3M |
| Bank of New York Mellon Corp | 0.01% | Add +1.0% | 1,814,141 | $58.0M |
| Fisher Asset Management | 0.02% | Reduce -7.0% | 1,486,491 | $47.5M |
| Morgan Stanley | 0.00% | Reduce -0.5% | 1,427,436 | $45.6M |
| Segall Bryant & Hamill, LLC | 0.61% | Reduce -0.5% | 1,362,889 | $43.6M |
| AQR Capital Management | 0.03% | Add +32.4% | 1,012,519 | $32.4M |
| William Blair Investment Management, LLC | 0.07% | Add +0.4% | 857,170 | $27.4M |
| JPMorgan Chase & Co. | 0.00% | Add +50.6% | 856,262 | $27.4M |
| Bank of America Corp. | 0.00% | Add +35.8% | 770,940 | $24.7M |
| Boston Partners | 0.03% | Reduce -1.8% | 696,966 | $22.6M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.00% | Add +43.6% | 676,099 | $21.6M |
| Mackenzie Financial Corp. | 0.03% | Add +71.4% | 673,304 | $21.5M |
| Cadence Bank | 1.40% | Add +0.6% | 666,000 | $21.3M |
| Bessemer Group Inc. | 0.03% | Add +4.7% | 644,359 | $20.6M |
| Rhumbline Advisers | 0.02% | Add +2.6% | 627,985 | $20.1M |
| Invesco Ltd. | 0.00% | Add +39.5% | 612,731 | $19.6M |
| New York State Common Retirement Fund | 0.03% | Add +982.9% | 610,459 | $19.5M |
| Principal Financial Group Inc. | 0.01% | Add +38.9% | 590,593 | $18.9M |
| Nuveen, LLC | 0.01% | Reduce -14.2% | 568,048 | $18.2M |
| Natixis Advisors, LLC | 0.03% | Add +14.1% | 537,723 | $17.2M |
| Jupiter Asset Management Ltd. | 0.14% | New | 522,143 | $16.7M |
| Manufacturers Life Insurance Company, The | 0.01% | Reduce -3.8% | 477,009 | $15.3M |
| Barclays PLC | 0.01% | Reduce -32.5% | 462,702 | $14.8M |
| Raymond James Financial Inc. | 0.00% | Add +11.4% | 441,493 | $14.1M |
| Nicholas Hoffman & Company, LLC. | 0.34% | No change | 411,064 | $13.1M |
| UBS Group AG | 0.00% | Reduce -0.5% | 407,291 | $13.0M |
| State of Wisconsin Investment Board | 0.03% | Reduce -1.8% | 406,769 | $13.0M |
| Loomis Sayles & Co. L P | 0.02% | Reduce -0.3% | 401,961 | $12.9M |
| Alliancebernstein L.P. | 0.00% | Reduce -34.5% | 383,174 | $12.3M |
| Ranger Investment Management, L.P. | 0.83% | Reduce -5.1% | 371,955 | $11.9M |
| Allspring Global Investments Holdings, LLC | 0.02% | Add +8.2% | 345,586 | $11.6M |
| Ameriprise Financial Inc. | 0.00% | Add +2.5% | 351,420 | $11.3M |
| Swiss National Bank | 0.01% | Reduce -1.4% | 349,153 | $11.2M |
| Susquehanna International Group, LLP | 0.02% | Add +6.9% | 338,138 | $10.8M |
| California Public Employees Retirement System | 0.01% | Add +6.0% | 331,605 | $10.6M |
| Deutsche Bank AG | 0.00% | Reduce -5.9% | 321,677 | $10.3M |
| Legal & General Group Plc | 0.00% | Add +2.4% | 301,941 | $9.7M |
| Trexquant Investment LP | 0.10% | Add +170.9% | 282,328 | $9.0M |
| Moody Aldrich Partners LLC | 1.72% | Reduce -1.5% | 278,160 | $8.9M |
| Arrowstreet Capital, Limited Partnership | 0.01% | New | 276,276 | $8.8M |
| HSBC Holdings PLC | 0.01% | Reduce -13.2% | 255,763 | $8.2M |
| New York State Teachers Retirement System | 0.02% | Add +12.2% | 250,284 | $8.0M |
| Verition Fund Management LLC | 0.05% | Add +15.2% | 242,460 | $7.8M |
| ProShare Advisors LLC | 0.02% | Reduce -14.9% | 238,554 | $7.6M |
| Retirement Systems of Alabama | 0.03% | Add +2.0% | 227,796 | $7.3M |
| Point72 Asset Management | 0.02% | New | 220,818 | $7.1M |
| Citigroup Inc. | 0.00% | Reduce -16.3% | 216,291 | $6.9M |
| Hardy Reed LLC | 0.53% | Reduce -0.1% | 205,642 | $6.6M |
| Voya Investment Management LLC | 0.01% | Reduce -0.8% | 203,855 | $6.5M |
| MetLife Investment Management, LLC | 0.04% | Reduce -1.4% | 202,287 | $6.5M |
| Rafferty Asset Management, LLC | 0.02% | Add +8.2% | 199,494 | $6.4M |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | 0.01% | Add +8.9% | 190,255 | $6.1M |
| Russell Investments Group, Ltd. | 0.01% | Add +1.0% | 186,368 | $6.0M |
| Qube Research & Technologies Ltd | 0.01% | Reduce -57.4% | 185,812 | $5.9M |
| Great Lakes Advisors, LLC | 0.05% | Reduce -2.1% | 181,505 | $5.8M |
| Interval Partners, LP | 0.13% | Add +10.4% | 179,664 | $5.7M |
| Baird Financial Group, Inc. | 0.01% | Reduce -3.4% | 173,404 | $5.5M |
| Man Group plc | 0.01% | Add +42.0% | 172,609 | $5.5M |
| Teachers Retirement System of the State of Kentucky | 0.04% | Add +2.4% | 171,606 | $5.5M |
| California State Teachers Retirement System | 0.01% | Reduce -0.3% | 168,437 | $5.4M |
| Emerald Advisers, LLC | 0.18% | New | 156,375 | $5.0M |
| T. Rowe Price Associates Inc. | 0.00% | Add +5.1% | 153,152 | $4.9M |
| FCG Investment Co | 2.54% | New | 152,525 | $4.9M |
| LPL Financial LLC | 0.00% | Add +0.7% | 151,473 | $4.8M |
| GAMCO Investors | 0.05% | Add +77.1% | 148,550 | $4.8M |
| Homestead Advisers Corp | 0.11% | Reduce -6.5% | 147,150 | $4.7M |
| Thrivent Financial for Lutherans | 0.01% | Reduce -37.5% | 142,501 | $4.6M |
| CIBC Private Wealth Group LLC | 0.01% | Add +2008.2% | 133,239 | $4.3M |
| Vest Financial, LLC | 0.06% | Add +28.0% | 128,107 | $4.1M |
| King Luther Capital Management Corp. | 0.02% | Add +0.6% | 126,150 | $4.0M |
| American Century Companies Inc. | 0.00% | Add +6.7% | 122,302 | $3.9M |
| Prudential PLC | 0.02% | Add +148.1% | 121,525 | $3.9M |
| Wells Fargo & Company | 0.00% | Add +59.3% | 121,090 | $3.9M |
| Gabelli Funds LLC | 0.03% | Add +576.6% | 118,405 | $3.8M |
| Wedge Capital Management L L P | 0.07% | Reduce -2.1% | 116,365 | $3.7M |
| Bridgeway Capital Management, LLC | 0.09% | New | 115,133 | $3.7M |
| Intech Investment Management LLC | 0.03% | Reduce -7.7% | 110,144 | $3.5M |
| NFJ Investment Group, LLC | 0.12% | Reduce -2.2% | 109,089 | $3.5M |
| Sentinel Trust Co. Lba | 0.37% | No change | 106,852 | $3.4M |
| TD Asset Management Inc | 0.00% | Add +6.2% | 106,720 | $3.4M |
| Two Sigma Investments, LP | 0.01% | Reduce -17.7% | 103,047 | $3.3M |
| Halter Ferguson Financial Inc. | 1.20% | No change | 102,161 | $3.3M |
| Nordea Investment Management AB | 0.00% | Add +1.6% | 101,585 | $3.3M |
| Csenge Advisory Group | 0.16% | No change | 101,480 | $3.1M |
| D. E. Shaw & Co. | 0.00% | New | 93,634 | $3.0M |
| Balefire, LLC | 0.65% | New | 92,768 | $3.0M |
| Mutual of America Capital Management LLC | 0.03% | Reduce -1.9% | 92,686 | $3.0M |
| Emerald Mutual Fund Advisers Trust | 0.18% | New | 92,703 | $3.0M |
| Neo Ivy Capital Management | 0.94% | Add +297.7% | 92,428 | $3.0M |
| Prudential Financial Inc. | 0.00% | Reduce -12.9% | 76,732 | $2.8M |
| Sei Investments Co. | 0.00% | Add +67.2% | 87,593 | $2.8M |
| Jane Street Group, LLC | 0.00% | Reduce -71.3% | 84,489 | $2.7M |
| Millennium Management | 0.00% | Reduce -58.0% | 82,729 | $2.6M |
| Cooper Financial Group | 0.31% | New | 82,552 | $2.6M |
| Amalgamated Bank | 0.02% | Add +0.2% | 81,778 | $2.6M |
| State of Tennessee, Department of Treasury | 0.01% | Add +5.7% | 78,927 | $2.5M |
| Federated Hermes, Inc. | 0.00% | Reduce -33.5% | 78,353 | $2.5M |
| Comerica Bank | 0.01% | Add +0.3% | 76,123 | $2.4M |
| Janus Henderson Group PLC | 0.00% | Reduce -4.2% | 75,841 | $2.4M |
| Mendon Capital Advisors Corp. | 1.16% | New | 75,000 | $2.4M |
| Curi Capital, LLC | 0.05% | New | 75,000 | $2.4M |
| Wealth Enhancement Advisory Services, LLC | 0.00% | Reduce -2.6% | 67,925 | $2.4M |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 0.00% | Add +711.4% | 73,608 | $2.4M |
| Arbor Investment Advisors, LLC | 0.29% | No change | 71,917 | $2.3M |
| Disciplined Investors, L.L.C. | 1.74% | No change | 70,009 | $2.2M |
| FIL Ltd | 0.00% | Reduce -15.3% | 67,261 | $2.2M |
| Forest Hill Capital, LLC | 1.51% | No change | 66,352 | $2.1M |
| Envestnet Asset Management Inc. | 0.00% | Add +6.0% | 65,352 | $2.1M |
| Steward Partners Investment Advisory, LLC | 0.02% | Add +2696.1% | 63,696 | $2.0M |
| Yousif Capital Management, LLC | 0.02% | Reduce -0.6% | 62,354 | $2.0M |
| State of New Jersey Common Pension Fund D | 0.01% | Add +3.7% | 61,430 | $2.0M |
| Mutual Advisors, LLC | 0.05% | New | 52,155 | $1.9M |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 0.00% | Add +14.4% | 59,093 | $1.9M |
| Lazard Asset Management LLC | 0.00% | Add +8.5% | 57,813 | $1.8M |
| Silverleafe Capital Partners, LLC | 0.64% | No change | 57,176 | $1.8M |
| Ameritas Investment Partners, Inc. | 0.05% | Reduce -1.3% | 54,025 | $1.7M |
| Arizona State Retirement System | 0.01% | Add +1.7% | 53,331 | $1.7M |
| Louisiana State Employees Retirement System | 0.03% | Add +1.9% | 52,400 | $1.7M |
| State Board of Administration of Florida Retirement System | 0.00% | No change | 52,042 | $1.7M |
| Cerity Partners LLC | 0.00% | Reduce -24.0% | 49,613 | $1.6M |
| Sterling Capital Management LLC | 0.02% | Add +3.4% | 48,942 | $1.6M |
| Commonwealth of Pennsylvania Public School Empls Retrmt SYS | 0.01% | Add +9.2% | 47,886 | $1.5M |
| Teacher Retirement System of Texas | 0.01% | Reduce -4.1% | 47,578 | $1.5M |
| Squarepoint Ops LLC | 0.00% | Reduce -65.8% | 47,238 | $1.5M |
| Wesbanco Bank Inc. | 0.04% | No change | 46,816 | $1.5M |
| Weiss Asset Management LP | 0.03% | New | 46,000 | $1.5M |
| HighTower Advisors, LLC | 0.00% | Add +1.4% | 45,922 | $1.5M |
| Royal Bank of Canada | 0.00% | Add +8.9% | 45,273 | $1.4M |
| Victory Capital Management Inc. | 0.00% | Reduce -57.0% | 44,924 | $1.4M |
| Handelsbanken Fonder AB | 0.01% | Reduce -12.0% | 44,858 | $1.4M |
| State of Michigan Retirement System | 0.01% | Add +2.0% | 44,810 | $1.4M |
| Beam Wealth Advisors, Inc. | 0.42% | Add +0.1% | 43,743 | $1.4M |
| Ensign Peak Advisors, Inc | 0.00% | Reduce -30.1% | 43,600 | $1.4M |
| Diversified Trust Co. | 0.03% | Add +0.3% | 41,940 | $1.3M |
| MAI Capital Management | 0.01% | Add +0.0% | 41,694 | $1.3M |
| Northwestern Mutual Investment Management Company, LLC | 0.02% | Add +2.0% | 41,613 | $1.3M |
| Police & Firemen's Retirement System of New Jersey | 0.01% | Add +3.9% | 40,690 | $1.3M |
| Moody National Bank Trust Division | 0.11% | No change | 38,176 | $1.2M |
| Oregon Public Employees Retirement Fund | 0.02% | Add +2.4% | 38,174 | $1.2M |
| KLP Kapitalforvaltning As | 0.01% | Add +8.6% | 37,828 | $1.2M |
| Nisa Investment Advisors, LLC | 0.01% | Reduce -12.4% | 37,602 | $1.2M |
| Mitsubishi UFJ Trust & Banking Corp | 0.00% | New | 37,629 | $1.2M |
| Synovus Financial Corp. | 0.01% | Add +2.1% | 37,449 | $1.2M |
| New Mexico Educational Retirement Board | 0.04% | No change | 37,300 | $1.2M |
| Citadel Advisors | 0.00% | Reduce -27.1% | 37,050 | $1.2M |
| Sit Investment Associates Inc. | 0.02% | No change | 36,475 | $1.2M |
| Glenmede Investment Management, LP | 0.01% | — | 36,028 | $1.2M |
| Bank of Montreal | 0.00% | Reduce -5.0% | 34,705 | $1.1M |
| Wealthcare Advisory Partners LLC | 0.03% | Add +64.4% | 34,682 | $1.1M |
| Pathstone Holdings, LLC | 0.00% | Add +9.2% | 34,588 | $1.1M |
| Gilliland Jeter Wealth Management LLC | 0.36% | Add +0.1% | 34,535 | $1.1M |
| Tower Research Capital LLC (TRC) | 0.03% | Add +119.0% | 34,107 | $1.1M |
| Healthcare of Ontario Pension Plan Trust Fund | 0.00% | New | 34,000 | $1.1M |
| RFG Advisory, LLC | 0.03% | Add +1.9% | 33,567 | $1.1M |
| Concurrent Investment Advisors, LLC | 0.02% | No change | 32,580 | $1.0M |
| Sanders Morris Harris LLC | 0.24% | No change | 31,864 | $1.0M |
| NorthCrest Asset Manangement, LLC | 0.03% | Add +0.5% | 27,997 | $971K |
| Franklin Resources Inc. | 0.00% | Reduce -0.3% | 30,228 | $967K |
| Pictet Asset Management Holding SA | 0.00% | Reduce -2.5% | 29,864 | $956K |
| Security National Bank | 0.17% | No change | 29,829 | $954K |
| AXA S.A. | 0.00% | New | 28,911 | $925K |
| Ironwood Investment Management LLC | 0.45% | Reduce -3.7% | 28,886 | $924K |
| BNP Paribas Financial Markets | 0.00% | Reduce -16.6% | 28,199 | $902K |
| Mustard Seed Financial, LLC | 0.63% | Add +0.1% | 27,409 | $877K |
| Teza Capital Management LLC | 0.64% | Reduce -36.0% | 26,829 | $858K |
| Xponance LLC | 0.01% | Reduce -3.3% | 25,552 | $817K |
| Howard Financial Services, LTD. | 0.11% | Add +0.9% | 25,502 | $816K |
| Corient Private Wealth LP | 0.00% | Add +0.1% | 24,894 | $796K |
| Balyasny Asset Management L.P. | 0.00% | Reduce -92.6% | 24,728 | $791K |
| State of Wyoming | 0.09% | Add +28.2% | 23,376 | $748K |
| Creative Planning | 0.00% | Reduce -20.5% | 23,080 | $738K |
| Vanguard Personalized Indexing Management, LLC | 0.01% | Add +12.2% | 22,976 | $735K |
| Beacon Pointe Advisors, LLC | 0.01% | No change | 22,845 | $731K |
| Lathrop Investment Management Co. | 0.14% | No change | 22,791 | $729K |
| Martingale Asset Management L P | 0.02% | Reduce -3.2% | 22,566 | $722K |
| Westwood Holdings Group Inc. | 0.01% | New | 22,456 | $718K |
| Public Employees Retirement Association of Colorado | 0.00% | No change | 22,239 | $711K |
| Campbell & CO Investment Adviser LLC | 0.04% | New | 22,227 | $711K |
| Captrust Financial Advisors | 0.00% | Add +13.3% | 21,988 | $703K |
| Mascagni Wealth Management, Inc. | 0.59% | Reduce -5.7% | 21,740 | $695K |
| Cibc World Markets Corp. | 0.00% | Reduce -46.5% | 21,619 | $691K |
| Academy Capital Management | 0.10% | New | 20,950 | $670K |
| State of Alaska, Department of Revenue | 0.01% | Reduce -2.7% | 20,920 | $669K |
| STRS Ohio | 0.00% | Add +7.8% | 20,600 | $659K |
| Picton Mahoney Asset Management | 0.01% | New | 19,798 | $633K |
| Graham Capital Management, L.P. | 0.02% | Add +21.2% | 19,726 | $631K |
| Neuberger Berman Group LLC | 0.00% | Add +47.8% | 19,711 | $630K |
| Aquatic Capital Management LLC | 0.01% | New | 19,528 | $625K |
| Capstone Wealth Management, LLC | 0.54% | No change | 19,410 | $621K |
| Focus Partners Advisor Solutions, LLC | 0.01% | Reduce -6.3% | 19,354 | $619K |
| Stifel Financial Corp. | 0.00% | Reduce -2.9% | 19,306 | $617K |
| Mercer Global Advisors Inc. | 0.00% | Add +64.2% | 19,294 | $617K |
| Premier Fund Managers Ltd | 0.02% | No change | 19,028 | $611K |
| Linscomb Wealth, Inc. | 0.03% | Reduce -8.2% | 18,953 | $606K |
| Sheets Smith Wealth Management | 0.07% | Add +2.6% | 18,040 | $577K |
| Capital Fund Management S.A. | 0.01% | New | 17,544 | $561K |
| Centiva Capital, LP | 0.04% | Reduce -11.3% | 16,803 | $537K |
| NJ State Employees Deferred Compensation Plan | 0.06% | No change | 16,800 | $537K |
| Fairvoy Private Wealth, LLC | 0.13% | No change | 16,376 | $524K |
| Schonfeld Strategic Advisors LLC | 0.00% | Reduce -64.3% | 16,316 | $522K |
| Bleakley Financial Group, LLC | 0.01% | Reduce -1.0% | 16,102 | $515K |
| Inscription Capital, LLC | 0.07% | No change | 15,000 | $480K |
| Intergy Private Wealth, LLC | 0.16% | Reduce -7.2% | 14,423 | $461K |
| Two Sigma Advisers, LP | 0.00% | Reduce -58.0% | 14,308 | $458K |
| Securian Asset Management, Inc. | 0.01% | Add +1.8% | 14,193 | $454K |
| DRW Securities, LLC | 0.03% | New | 13,459 | $430K |
| Eukles Asset Management | 0.17% | Add +1.7% | 13,233 | $423K |
| Ignite Planners, LLC | 0.07% | No change | 11,268 | $393K |
| Guggenheim Capital LLC | 0.00% | Add +9.5% | 11,982 | $383K |
| Crossmark Global Holdings, Inc. | 0.01% | Add +1.9% | 11,326 | $362K |
| FORA Capital, LLC | 0.04% | New | 10,900 | $349K |
| Profund Advisors LLC | 0.01% | Reduce -7.7% | 10,528 | $337K |
| Net Worth Advisory Group | 0.07% | Add +13.1% | 10,462 | $335K |
| Thoroughbred Financial Services, LLC | 0.02% | New | 10,413 | $333K |
| US Bancorp \de | 0.00% | Add +7.4% | 10,274 | $329K |
| American Trust | 0.03% | New | 10,269 | $328K |
| Hamilton Capital Partners Inc. | 0.02% | No change | 10,143 | $324K |
| Regions Financial Corp. | 0.00% | No change | 10,056 | $322K |
| Chickasaw Capital Management LLC | 0.01% | Reduce -23.4% | 10,000 | $320K |
| Entropy Technologies, LP | 0.03% | Reduce -69.0% | 9,984 | $319K |
| Fiduciary Group, LLC | 0.03% | New | 9,935 | $318K |
| Vestcor Inc | 0.01% | Reduce -24.1% | 9,924 | $317K |
| Orion Porfolio Solutions, LLC | 0.00% | Reduce -9.9% | 9,660 | $309K |
| SummitTX Capital, L.P. | 0.01% | Reduce -3.1% | 9,591 | $307K |
| Brevan Howard Capital Management LP | 0.00% | New | 9,331 | $298K |
| Commerce Bank | 0.00% | No change | 9,077 | $290K |
| Mariner, LLC | 0.00% | Reduce -38.0% | 8,881 | $284K |
| Choreo, LLC | 0.00% | New | 8,700 | $281K |
| O'shaughnessy Asset Management, LLC | 0.00% | Reduce -2.2% | 8,427 | $269K |
| Bailard, Inc. | 0.01% | Reduce -15.4% | 8,241 | $264K |
| 1492 Capital Management LLC | 0.12% | No change | 8,011 | $256K |
| Stonegate Investment Group, LLC | 0.01% | No change | 7,931 | $254K |
| PNC Financial Services Group, Inc. | 0.00% | Add +16.4% | 7,699 | $246K |
| Procyon Advisors, LLC | 0.02% | Reduce -1.4% | 7,689 | $246K |
| Patton Albertson Miller Group, LLC | 0.03% | No change | 7,679 | $246K |
| Vident Advisory, LLC | 0.00% | New | 7,489 | $239K |
| Abel Hall, LLC | 0.11% | Reduce -2.1% | 7,463 | $239K |
| Johnson Investment Counsel Inc. | 0.00% | No change | 7,317 | $234K |
| Quantinno Capital Management LP | 0.00% | New | 7,261 | $232K |
| Blue Trust, Inc. | 0.00% | Add +9.2% | 7,224 | $231K |
| MML Investors Services, LLC | 0.00% | New | 7,176 | $229K |
| Lavaca Capital LLC | 0.09% | No change | 7,154 | $229K |
| Forum Financial Management, LP | 0.00% | Add +6.9% | 7,055 | $226K |
| Moody LYNN Lieberson & Walker, LLC | 0.01% | Add +0.3% | 6,934 | $222K |
| Davis Investment Partners, LLC | 0.08% | New | 6,606 | $221K |
| Paragon Capital Management Ltd | 0.04% | New | 6,840 | $219K |
| Duncan Williams Asset Management, LLC | 0.07% | No change | 6,817 | $218K |
| United Capital Financial Advisors, LLC | 0.00% | Reduce -17.2% | 6,761 | $216K |
| Park Place Capital Corp | 0.05% | Reduce -16.2% | 6,409 | $214K |
| Shelton Capital Management | 0.00% | New | 6,570 | $210K |
| Callahan Advisors, LLC | 0.02% | New | 6,540 | $209K |
| Cwm, LLC | 0.00% | Add +12.3% | 6,511 | $208K |
| Public Employees Retirement System of Ohio | 0.00% | Reduce -2.3% | 6,459 | $207K |
| Journey Strategic Wealth LLC | 0.01% | New | 6,454 | $206K |
| Fayez Sarofim & Co | 0.00% | New | 6,435 | $206K |
| Fifth Third Wealth Advisors LLC | 0.01% | New | 6,377 | $204K |
| Americana Partners, LLC | 0.01% | New | 6,300 | $201K |
| Northwestern Mutual Wealth Management Co. | 0.00% | No change | 6,242 | $200K |
| TD Private Client Wealth LLC | 0.00% | Reduce -1.6% | 6,209 | $199K |
| KBC Group NV | 0.00% | Reduce -38.1% | 5,243 | $168K |
| Bartlett & Co. Wealth Management LLC | 0.00% | No change | 5,000 | $161K |
| Signaturefd, LLC | 0.00% | Reduce -1.0% | 4,749 | $152K |
| Shell Asset Management Co. | 0.00% | Reduce -20.7% | 4,132 | $132K |
| CX Institutional | 0.00% | No change | 4,031 | $129K |
| Covestor Ltd | 0.07% | Add +524.1% | 3,782 | $121K |
| SG Americas Securities, LLC | 0.00% | Reduce -90.4% | 3,681 | $118K |
| DekaBank Deutsche Girozentrale | 0.00% | No change | 3,636 | $117K |
| Icon Wealth Advisors, LLC | 0.01% | New | 3,480 | $111K |
| Point72 Asia (Singapore) Pte. Ltd. | 0.02% | New | 3,085 | $99K |
| CI Investments Inc. | 0.00% | Reduce -20.6% | 2,835 | $91K |
| Citizens National Bank Trust Department | 0.02% | No change | 2,422 | $77K |
| Jones Financial Companies LLLP | 0.00% | Reduce -1.5% | 2,263 | $73K |
| EverSource Wealth Advisors, LLC | 0.00% | Add +126.6% | 2,252 | $72K |
| Bayforest Capital Ltd | 0.03% | Reduce -89.2% | 2,136 | $68K |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 0.00% | New | 2,022 | $65K |
| Nomura Asset Management Co. Ltd. | 0.00% | Add +47.2% | 1,870 | $60K |
| Versant Capital Management, Inc | 0.01% | Reduce -10.1% | 1,869 | $60K |
| Parkside Financial Bank & Trust | 0.01% | Reduce -0.1% | 1,819 | $58K |
| GAMMA Investing LLC | 0.00% | Reduce -38.7% | 1,772 | $57K |
| Pinnacle Financial Partners Inc | 0.00% | No change | 1,750 | $56K |
| Abound Wealth Management | 0.01% | No change | 1,665 | $53K |
| Fifth Third Bancorp | 0.00% | Reduce -15.0% | 1,545 | $49K |
| UMB Bank, n.a. | 0.00% | Reduce -18.1% | 1,452 | $46K |
| Osaic Holdings, Inc. | 0.00% | Add +24.4% | 1,442 | $46K |
| Optiver Holding B.V. | 0.00% | Add +3.9% | 1,365 | $44K |
| BI Asset Management Fondsmaeglerselskab A/S | 0.00% | No change | 1,303 | $42K |
| Founders Capital Management | 0.02% | No change | 1,200 | $38K |
| Danske Bank A/S | 0.00% | Add +71.4% | 1,200 | $38K |
| Whittier Trust Co. | 0.00% | No change | 834 | $27K |
| Rise Advisors, LLC | 0.01% | Add +1.0% | 821 | $26K |
| FNY Investment Advisers, LLC | 0.01% | New | 800 | $25K |
| Arax Advisory Partners | 0.00% | New | 768 | $25K |
| Smartleaf Asset Management LLC | 0.00% | Reduce -22.6% | 681 | $22K |
| Brooklyn Investment Group | 0.00% | Add +16.9% | 609 | $19K |
| Harbor Capital Advisors, Inc. | 0.00% | Reduce -7.4% | 587 | $19K |
| Hantz Financial Services, Inc. | 0.00% | Add +111.0% | 593 | $19K |
| Clearstead Advisors, LLC | 0.00% | Add +7357.1% | 522 | $17K |
| BankPlus Trust Department | 0.00% | No change | 500 | $16K |
| Mitsubishi UFJ Asset Management Co., Ltd. | 0.00% | No change | 500 | $16K |
| Farther Finance Advisors, LLC | 0.00% | Reduce -12.0% | 486 | $16K |
| Parallel Advisors, LLC | 0.00% | Reduce -3.0% | 453 | $14K |
| Rothschild Investment LLC | 0.00% | Add +73.1% | 450 | $14K |
| Quarry LP | 0.00% | Reduce -49.6% | 396 | $13K |
| Accredited Wealth Management, LLC | 0.01% | Add +40.0% | 350 | $11K |
| Twin Peaks Wealth Advisors, LLC | 0.00% | New | 319 | $11K |
| J.Safra Asset Management Corp | 0.00% | Reduce -29.1% | 343 | $11K |
| Huntington National Bank | 0.00% | Reduce -6.5% | 246 | $8K |
| Allworth Financial LP | 0.00% | No change | 225 | $7K |
| MassMutual Private Wealth & Trust, FSB | 0.00% | Add +114.3% | 210 | $7K |
| Rosenberg Matthew Hamilton | 0.00% | Reduce -35.1% | 203 | $6K |
| Moisand Fitzgerald Tamayo, LLC | 0.00% | No change | 195 | $6K |
| Essential Partners LLC | 0.00% | — | 195 | $6K |
| Global Retirement Partners, LLC | 0.00% | — | 192 | $6K |
| Hemington Wealth Management | 0.00% | Add +16.9% | 207 | $6K |
| Private Wealth Management Group, LLC | 0.00% | No change | 176 | $6K |
| Activest Wealth Management | 0.00% | Add +240.4% | 160 | $5K |
| High Note Wealth, LLC | 0.00% | Reduce -1.3% | 153 | $5K |
| Farmers & Merchants Investments Inc. | 0.00% | Add +13.5% | 143 | $5K |
| JFS Wealth Advisors, LLC | 0.00% | No change | 130 | $4K |
| Assetmark, Inc. | 0.00% | Add +176.1% | 127 | $4K |
| Riggs Asset Managment Co. Inc. | 0.00% | New | 119 | $4K |
| First Horizon Advisors, Inc. | 0.00% | Reduce -15.0% | 113 | $4K |
| Avion Wealth | 0.00% | New | 104 | $3K |
| WPG Advisers, LLC | 0.00% | New | 88 | $3K |
| NewEdge Advisors, LLC | 0.00% | No change | 72 | $2K |
| Principal Securities, Inc. | 0.00% | Add +35.3% | 69 | $2K |
| Kestra Investment Management, LLC | 0.00% | New | 61 | $2K |
| Bell Investment Advisors, Inc | 0.00% | No change | 51 | $2K |
| Fortitude Family Office, LLC | 0.00% | New | 50 | $2K |
| Rialto Wealth Management, LLC | 0.00% | New | 28 | $896 |
| Principia Wealth Advisory, LLC | 0.00% | Add +125.0% | 27 | $863 |
| SJS Investment Consulting Inc. | 0.00% | Reduce -40.5% | 25 | $800 |
| Bare Financial Services, Inc | 0.00% | No change | 21 | $672 |
| Private Trust Co. NA | 0.00% | No change | 17 | $544 |
| Bruce G. Allen Investments, LLC | 0.00% | No change | 15 | $480 |
| WealthTrak Capital Management LLC | 0.00% | No change | 15 | $480 |
| HFM Investment Advisors, LLC | 0.00% | Add +200.0% | 12 | $384 |
| Parkworth Wealth Management, Inc. | 0.00% | Add +75.0% | 7 | $224 |
| Bay Harbor Wealth Management, LLC | 0.00% | No change | 6 | $193 |
| AdvisorNet Financial, Inc | 0.00% | Reduce -84.6% | 2 | $64 |
| True Wealth Design, LLC | 0.00% | Reduce -81.8% | 2 | $64 |
| AlphaQuest LLC | 0.00% | Reduce -100.0% | 1 | $32 |
| Stephens Consulting, LLC | 0.00% | Reduce -98.3% | 1 | $32 |
| Beacon Capital Management, Inc. | 0.00% | New | 1 | $30 |
"% of holder's portfolio" is CADE's weight in each manager's 13F, not the share of Cadence Bank the manager owns.