Cadence BankCADE
13F holders, Q3 2025 (September 30)400holders +39
69new positions
33sold out
7famous investors
$37.55avg. 13F price*
At the end of Q3 2025, 400 institutions reported holding Cadence Bank (CADE) in their 13F filings, up 39 from Q2 2025. 69 opened new positions and 33 sold out. The largest holders were Vanguard Group Inc. ($761.3M), BlackRock, Inc. ($679.4M) and Wellington Management Group LLP ($505.8M). 7 famous investors held it, including Ray Dalio (0.1% of Bridgewater Associates's portfolio), Steve Cohen (0.1% of Point72 Asset Management's portfolio) and Mario Gabelli (0.1% of GAMCO Investors's portfolio).
- Company
- Cadence Bank
- CUSIP
- 12740C103
- Latest filing quarter
- Q1 2026
History
Number of 13F holders
Total Exit/New Position Q2 2025 → Q3 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 69 | $340.9M |
| Exits | 33 | $49.5M |
All 13F filers, Q2 2025 → Q3 2025: 17,916,524 shares bought and 14,773,410 shares sold, net +3,143,114 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 400 holders
| Vanguard Group Inc. | 0.01% | Add +0.1% | 20,278,377 | $761.3M |
| BlackRock, Inc. | 0.01% | Reduce -0.5% | 18,098,496 | $679.4M |
| Wellington Management Group LLP | 0.09% | Reduce -4.4% | 13,472,725 | $505.8M |
| Dimensional Fund Advisors LP | 0.08% | Add +0.8% | 9,836,967 | $369.3M |
| State Street Corp. | 0.01% | Add +10.1% | 9,387,354 | $354.7M |
| FMR LLC | 0.02% | Reduce -51.1% | 8,062,880 | $302.7M |
| North Reef Capital Management LP | 12.39% | New | 7,055,000 | $264.8M |
| T. Rowe Price Investment Management, Inc. | 0.12% | Reduce -4.4% | 5,073,793 | $190.5M |
| Geode Capital Management, LLC | 0.01% | Reduce -0.9% | 4,620,061 | $173.5M |
| Silvercrest Asset Management Group LLC | 0.99% | Reduce -9.6% | 3,973,901 | $149.2M |
| Fuller & Thaler Asset Management, Inc. | 0.46% | Reduce -0.1% | 3,613,733 | $135.7M |
| Vaughan Nelson Investment Management, L.P. | 1.00% | Add +1.2% | 2,931,570 | $110.1M |
| Northern Trust Corp. | 0.01% | Add +3.0% | 2,633,173 | $98.8M |
| First Trust Advisors LP | 0.07% | Add +1.4% | 2,623,767 | $98.5M |
| Goldman Sachs Group Inc. | 0.01% | Reduce -24.9% | 2,565,214 | $96.3M |
| William Blair Investment Management, LLC | 0.25% | Add +196.8% | 2,544,499 | $95.5M |
| Channing Capital Management, LLC | 2.31% | Reduce -1.3% | 2,336,873 | $87.7M |
| Charles Schwab Investment Management Inc. | 0.01% | Reduce -0.7% | 2,166,500 | $81.3M |
| Macquarie Group Ltd. | 0.09% | Add +0.7% | 1,994,988 | $74.9M |
| Bank of New York Mellon Corp | 0.01% | Add +0.3% | 1,819,440 | $68.3M |
| Fisher Asset Management | 0.02% | Reduce -5.6% | 1,402,956 | $52.7M |
| Segall Bryant & Hamill, LLC | 0.68% | Reduce -0.9% | 1,350,261 | $50.7M |
| Morgan Stanley | 0.00% | Reduce -13.0% | 1,241,872 | $46.6M |
| Cadence Bank | 2.77% | Add +82.7% | 1,216,846 | $45.7M |
| Bank of America Corp. | 0.00% | Add +47.8% | 1,139,186 | $42.8M |
| UBS Group AG | 0.01% | Add +165.7% | 1,082,330 | $40.6M |
| AQR Capital Management | 0.02% | Reduce -3.5% | 977,124 | $36.7M |
| Nuveen, LLC | 0.01% | Add +39.7% | 793,353 | $29.8M |
| Bessemer Group Inc. | 0.04% | Add +15.6% | 745,005 | $28.0M |
| Boston Partners | 0.03% | Reduce -0.0% | 696,796 | $26.4M |
| Point72 Asset Management | 0.06% | Add +217.6% | 701,334 | $26.3M |
| Deutsche Bank AG | 0.01% | Add +117.9% | 700,911 | $26.3M |
| JPMorgan Chase & Co. | 0.00% | Reduce -20.3% | 682,861 | $25.6M |
| NFJ Investment Group, LLC | 0.82% | Add +479.3% | 631,951 | $23.7M |
| Millennium Management | 0.02% | Add +653.2% | 623,151 | $23.4M |
| Rhumbline Advisers | 0.02% | Reduce -1.1% | 620,986 | $23.3M |
| New York State Common Retirement Fund | 0.03% | Add +0.5% | 613,559 | $23.0M |
| Invesco Ltd. | 0.00% | Add +0.0% | 612,746 | $23.0M |
| Principal Financial Group Inc. | 0.01% | Add +3.7% | 612,541 | $23.0M |
| Citadel Advisors | 0.02% | Add +1518.3% | 599,575 | $22.5M |
| Natixis Advisors, LLC | 0.03% | Add +4.7% | 562,921 | $21.1M |
| Manufacturers Life Insurance Company, The | 0.01% | Reduce -3.3% | 461,280 | $17.3M |
| Raymond James Financial Inc. | 0.01% | Add +4.4% | 461,096 | $17.3M |
| Barclays PLC | 0.01% | Reduce -1.6% | 455,427 | $17.1M |
| Bridgewater Associates | 0.06% | New | 429,634 | $16.1M |
| Loomis Sayles & Co. L P | 0.02% | Add +4.1% | 418,483 | $15.7M |
| Ameriprise Financial Inc. | 0.00% | Add +16.2% | 408,335 | $15.4M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.00% | Reduce -39.5% | 408,777 | $15.3M |
| State of Wisconsin Investment Board | 0.04% | Add +0.0% | 406,826 | $15.3M |
| Nicholas Hoffman & Company, LLC. | 0.37% | Reduce -1.1% | 406,743 | $15.3M |
| Freestone Grove Partners LP | 0.11% | New | 379,213 | $14.2M |
| Alliancebernstein L.P. | 0.00% | Reduce -1.1% | 379,011 | $14.2M |
| Ranger Investment Management, L.P. | 0.94% | Reduce -3.2% | 360,060 | $13.5M |
| Swiss National Bank | 0.01% | Add +1.5% | 354,353 | $13.3M |
| California Public Employees Retirement System | 0.01% | Add +6.8% | 354,091 | $13.3M |
| Emerald Advisers, LLC | 0.41% | Add +118.9% | 342,322 | $12.9M |
| Legal & General Group Plc | 0.00% | Reduce -2.0% | 295,898 | $11.1M |
| Moody Aldrich Partners LLC | 2.08% | Add +4.8% | 291,393 | $10.9M |
| Rafferty Asset Management, LLC | 0.04% | Add +44.9% | 289,030 | $10.9M |
| Arrowstreet Capital, Limited Partnership | 0.01% | Add +1.6% | 280,576 | $10.5M |
| New York State Teachers Retirement System | 0.02% | Add +6.4% | 266,322 | $10.0M |
| FIL Ltd | 0.01% | Add +281.0% | 256,290 | $9.6M |
| Mackenzie Financial Corp. | 0.01% | Reduce -63.0% | 248,877 | $9.3M |
| Kennedy Capital Management LLC | 0.20% | New | 235,318 | $8.8M |
| Balyasny Asset Management L.P. | 0.02% | Add +839.6% | 232,340 | $8.7M |
| Man Group plc | 0.02% | Add +31.4% | 226,743 | $8.5M |
| Retirement Systems of Alabama | 0.03% | Reduce -1.1% | 225,257 | $8.5M |
| Allspring Global Investments Holdings, LLC | 0.01% | Reduce -35.6% | 222,373 | $8.3M |
| Emerald Mutual Fund Advisers Trust | 0.41% | Add +125.7% | 209,194 | $7.9M |
| Russell Investments Group, Ltd. | 0.01% | Add +12.1% | 208,931 | $7.8M |
| Hardy Reed LLC | 0.57% | No change | 205,642 | $7.7M |
| ProShare Advisors LLC | 0.02% | Reduce -14.3% | 204,485 | $7.7M |
| Verition Fund Management LLC | 0.05% | Reduce -16.4% | 202,784 | $7.6M |
| MetLife Investment Management, LLC | 0.04% | Reduce -0.5% | 201,262 | $7.6M |
| Citigroup Inc. | 0.01% | Reduce -9.3% | 196,140 | $7.4M |
| Voya Investment Management LLC | 0.01% | Reduce -6.5% | 190,613 | $7.2M |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | 0.01% | Reduce -2.0% | 186,436 | $7.0M |
| California State Teachers Retirement System | 0.01% | Add +2.4% | 172,501 | $6.5M |
| Baird Financial Group, Inc. | 0.01% | Reduce -0.6% | 172,439 | $6.5M |
| Great Lakes Advisors, LLC | 0.05% | Reduce -5.6% | 171,420 | $6.4M |
| T. Rowe Price Associates Inc. | 0.00% | Add +9.5% | 167,643 | $6.3M |
| Teachers Retirement System of the State of Kentucky | 0.04% | Reduce -8.3% | 157,278 | $5.9M |
| LPL Financial LLC | 0.00% | Add +2.8% | 155,781 | $5.8M |
| FCG Investment Co | 2.68% | No change | 152,525 | $5.7M |
| Vest Financial, LLC | 0.07% | Add +18.5% | 151,854 | $5.7M |
| Hudson Bay Capital Management LP | 0.04% | New | 151,796 | $5.7M |
| Wells Fargo & Company | 0.00% | Add +24.3% | 150,470 | $5.6M |
| Homestead Advisers Corp | 0.13% | No change | 147,150 | $5.5M |
| GAMCO Investors | 0.05% | Reduce -5.1% | 141,000 | $5.3M |
| CIBC Private Wealth Group LLC | 0.01% | Add +3.3% | 137,643 | $5.2M |
| Prudential PLC | 0.04% | Add +11.7% | 135,756 | $5.1M |
| American Century Companies Inc. | 0.00% | Add +3.2% | 126,195 | $4.7M |
| King Luther Capital Management Corp. | 0.02% | No change | 126,150 | $4.7M |
| Thrivent Financial for Lutherans | 0.01% | Reduce -12.0% | 125,464 | $4.7M |
| Gabelli Funds LLC | 0.03% | No change | 118,405 | $4.4M |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 0.01% | Add +59.7% | 117,552 | $4.4M |
| HSBC Holdings PLC | 0.00% | Reduce -54.8% | 115,727 | $4.3M |
| Royal Bank of Canada | 0.00% | Add +152.3% | 114,203 | $4.3M |
| Federated Hermes, Inc. | 0.01% | Add +41.4% | 110,808 | $4.2M |
| Intech Investment Management LLC | 0.04% | Reduce -1.5% | 108,479 | $4.1M |
| Wedge Capital Management L L P | 0.07% | Reduce -8.1% | 106,963 | $4.0M |
| Sentinel Trust Co. Lba | 0.41% | No change | 106,852 | $4.0M |
| TD Asset Management Inc | 0.00% | No change | 106,720 | $4.0M |
| Bridgeway Capital Management, LLC | 0.08% | Reduce -8.7% | 105,133 | $3.9M |
| Neo Ivy Capital Management | 0.94% | Add +11.1% | 102,656 | $3.9M |
| Zacks Investment Management | 0.03% | New | 102,504 | $3.8M |
| Halter Ferguson Financial Inc. | 0.93% | No change | 102,161 | $3.8M |
| Nordea Investment Management AB | 0.00% | Reduce -0.4% | 101,141 | $3.8M |
| Susquehanna International Group, LLP | 0.01% | Reduce -71.6% | 96,111 | $3.6M |
| Sei Investments Co. | 0.00% | Add +8.7% | 95,181 | $3.6M |
| Balefire, LLC | 0.69% | Reduce -0.9% | 91,940 | $3.5M |
| Comerica Bank | 0.01% | Add +14.5% | 87,166 | $3.3M |
| Mutual of America Capital Management LLC | 0.03% | Reduce -7.2% | 86,042 | $3.2M |
| Cinctive Capital Management LP | 0.16% | New | 83,884 | $3.1M |
| Interval Partners, LP | 0.07% | Reduce -53.6% | 83,276 | $3.1M |
| Cooper Financial Group | 0.34% | Add +0.0% | 82,553 | $3.1M |
| Amalgamated Bank | 0.02% | Reduce -0.0% | 81,768 | $3.1M |
| Janus Henderson Group PLC | 0.00% | Add +4.6% | 79,351 | $3.0M |
| State of Tennessee, Department of Treasury | 0.01% | Reduce -5.4% | 74,692 | $2.8M |
| Sterling Capital Management LLC | 0.04% | Add +51.6% | 74,200 | $2.8M |
| Wealth Enhancement Advisory Services, LLC | 0.00% | Add +0.2% | 68,049 | $2.7M |
| Envestnet Asset Management Inc. | 0.00% | Add +7.7% | 70,409 | $2.6M |
| Disciplined Investors, L.L.C. | 1.87% | No change | 70,009 | $2.6M |
| Forest Hill Capital, LLC | 1.47% | No change | 66,352 | $2.5M |
| Steward Partners Investment Advisory, LLC | 0.01% | Add +2.3% | 65,152 | $2.4M |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 0.01% | Add +8.5% | 64,139 | $2.4M |
| Arbor Investment Advisors, LLC | 0.30% | Reduce -13.9% | 61,926 | $2.3M |
| BNP Paribas Financial Markets | 0.00% | Add +116.6% | 61,079 | $2.3M |
| State of New Jersey Common Pension Fund D | 0.01% | Reduce -2.0% | 60,189 | $2.3M |
| SouthState Bank Corp | 0.10% | New | 58,908 | $2.2M |
| Yousif Capital Management, LLC | 0.02% | Reduce -6.2% | 58,493 | $2.2M |
| DRW Securities, LLC | 0.11% | Add +332.5% | 58,214 | $2.2M |
| Silverleafe Capital Partners, LLC | 0.66% | No change | 57,176 | $2.1M |
| Arizona State Retirement System | 0.01% | Add +1.4% | 54,075 | $2.0M |
| Nkcfo LLC | 0.60% | New | 53,050 | $2.0M |
| State Board of Administration of Florida Retirement System | 0.00% | No change | 52,042 | $2.0M |
| Louisiana State Employees Retirement System | 0.03% | Reduce -0.9% | 51,900 | $1.9M |
| Ameritas Investment Partners, Inc. | 0.06% | Reduce -6.5% | 50,533 | $1.9M |
| HighTower Advisors, LLC | 0.00% | Add +9.9% | 50,485 | $1.9M |
| Curi Capital, LLC | 0.03% | Reduce -33.1% | 50,200 | $1.9M |
| Mendon Capital Advisors Corp. | 0.85% | Reduce -33.3% | 50,000 | $1.9M |
| Police & Firemen's Retirement System of New Jersey | 0.01% | Add +21.6% | 49,461 | $1.9M |
| Jain Global LLC | 0.03% | New | 49,270 | $1.8M |
| Jackson Creek Investment Advisors LLC | 0.52% | New | 48,214 | $1.8M |
| Commonwealth of Pennsylvania Public School Empls Retrmt SYS | 0.01% | Reduce -0.1% | 47,815 | $1.8M |
| Wesbanco Bank Inc. | 0.05% | No change | 46,816 | $1.8M |
| Handelsbanken Fonder AB | 0.01% | No change | 44,858 | $1.7M |
| Victory Capital Management Inc. | 0.00% | Reduce -0.3% | 44,802 | $1.7M |
| State of Michigan Retirement System | 0.01% | Reduce -0.9% | 44,410 | $1.7M |
| Beam Wealth Advisors, Inc. | 0.45% | No change | 43,743 | $1.6M |
| Teacher Retirement System of Texas | 0.01% | Reduce -9.2% | 43,195 | $1.6M |
| Diversified Trust Co. | 0.03% | No change | 41,940 | $1.6M |
| Horizon Investments, LLC | 0.02% | New | 41,731 | $1.6M |
| MAI Capital Management | 0.01% | No change | 41,694 | $1.6M |
| Northwestern Mutual Investment Management Company, LLC | 0.02% | Reduce -0.2% | 41,528 | $1.6M |
| SG Americas Securities, LLC | 0.01% | Add +1026.0% | 41,447 | $1.6M |
| Jane Street Group, LLC | 0.00% | Reduce -51.2% | 41,197 | $1.5M |
| Cerity Partners LLC | 0.00% | Reduce -17.5% | 40,918 | $1.5M |
| Mutual Advisors, LLC | 0.03% | Reduce -19.9% | 41,779 | $1.5M |
| EJF Capital LP | 0.84% | New | 38,638 | $1.5M |
| KLP Kapitalforvaltning As | 0.01% | Add +0.8% | 38,128 | $1.4M |
| Moody National Bank Trust Division | 0.12% | No change | 38,176 | $1.4M |
| Nisa Investment Advisors, LLC | 0.01% | No change | 37,602 | $1.4M |
| Mitsubishi UFJ Trust & Banking Corp | 0.00% | Reduce -0.1% | 37,596 | $1.4M |
| Oregon Public Employees Retirement Fund | 0.02% | Reduce -1.8% | 37,474 | $1.4M |
| Glenmede Investment Management, LP | 0.01% | Add +3.9% | 37,448 | $1.4M |
| New Mexico Educational Retirement Board | 0.04% | No change | 37,300 | $1.4M |
| Synovus Financial Corp. | 0.02% | Reduce -0.5% | 37,252 | $1.4M |
| Sit Investment Associates Inc. | 0.03% | Reduce -1.1% | 36,090 | $1.4M |
| Franklin Resources Inc. | 0.00% | Add +17.6% | 35,556 | $1.3M |
| Pathstone Holdings, LLC | 0.01% | Add +1.6% | 35,144 | $1.3M |
| Ensign Peak Advisors, Inc | 0.00% | Reduce -19.9% | 34,900 | $1.3M |
| Wealthcare Advisory Partners LLC | 0.03% | Add +0.5% | 34,855 | $1.3M |
| Gilliland Jeter Wealth Management LLC | 0.40% | Reduce -0.9% | 34,219 | $1.3M |
| Healthcare of Ontario Pension Plan Trust Fund | 0.00% | No change | 34,000 | $1.3M |
| Pacer Advisors, Inc. | 0.00% | New | 33,610 | $1.3M |
| RFG Advisory, LLC | 0.03% | No change | 33,567 | $1.3M |
| Prudential Financial Inc. | 0.00% | Reduce -56.6% | 33,307 | $1.3M |
| Sanders Morris Harris LLC | 0.16% | No change | 31,864 | $1.2M |
| Maltese Capital Management LLC | 0.17% | New | 30,000 | $1.1M |
| Security National Bank | 0.17% | No change | 29,829 | $1.1M |
| NorthCrest Asset Manangement, LLC | 0.03% | Add +1.0% | 28,279 | $1.1M |
| Bank of Montreal | 0.00% | Reduce -16.2% | 29,076 | $1.1M |
| AXA Investment Managers S.A. | 0.00% | — | 28,911 | $1.1M |
| Ironwood Investment Management LLC | 0.47% | Reduce -0.8% | 28,654 | $1.1M |
| Concurrent Investment Advisors, LLC | 0.02% | Reduce -16.8% | 27,095 | $1.0M |
| Pictet Asset Management Holding SA | 0.00% | Reduce -10.7% | 26,667 | $1.0M |
| Mustard Seed Financial, LLC | 0.64% | Reduce -3.6% | 26,424 | $992K |
| Xponance LLC | 0.01% | Add +3.4% | 26,411 | $991K |
| Corient Private Wealth LP | 0.00% | Add +5.1% | 26,164 | $982K |
| Howard Financial Services, LTD. | 0.12% | Add +0.8% | 25,720 | $966K |
| Versor Investments LP | 0.17% | New | 24,400 | $916K |
| Creative Planning | 0.00% | Add +5.2% | 24,290 | $912K |
| Stifel Financial Corp. | 0.00% | Add +23.6% | 23,866 | $896K |
| Vanguard Personalized Indexing Management, LLC | 0.01% | Add +3.7% | 23,820 | $894K |
| Westwood Holdings Group Inc. | 0.01% | Add +3.8% | 23,317 | $875K |
| Public Employees Retirement Association of Colorado | 0.00% | No change | 22,239 | $835K |
| AlphaQuest LLC | 0.05% | Add +2197900.0% | 21,980 | $825K |
| Mascagni Wealth Management, Inc. | 0.63% | No change | 21,740 | $816K |
| Academy Capital Management | 0.11% | No change | 20,950 | $786K |
| STRS Ohio | 0.00% | No change | 20,600 | $773K |
| Elo Mutual Pension Insurance Co | 0.01% | New | 20,495 | $769K |
| State of Alaska, Department of Revenue | 0.01% | Reduce -4.0% | 20,080 | $753K |
| CIBC Bancorp USA Inc. | 0.00% | — | 19,916 | $748K |
| XTX Topco Ltd | 0.04% | New | 19,829 | $744K |
| Capstone Wealth Management, LLC | 0.56% | No change | 19,410 | $729K |
| Linscomb Wealth, Inc. | 0.03% | Add +2.2% | 19,377 | $727K |
| Neuberger Berman Group LLC | 0.00% | Reduce -2.4% | 19,245 | $722K |
| Premier Fund Managers Ltd | 0.03% | No change | 19,028 | $720K |
| Captrust Financial Advisors | 0.00% | Reduce -13.3% | 19,055 | $715K |
| Focus Partners Advisor Solutions, LLC | 0.01% | Reduce -3.5% | 18,668 | $699K |
| Sheets Smith Wealth Management | 0.08% | Add +2.1% | 18,418 | $691K |
| Fiduciary Group, LLC | 0.06% | Add +84.6% | 18,343 | $689K |
| NJ State Employees Deferred Compensation Plan | 0.07% | No change | 16,800 | $631K |
| Strata Wealth Advisors, LLC | 0.16% | New | 16,437 | $617K |
| Fairvoy Private Wealth, LLC | 0.14% | No change | 16,376 | $615K |
| Beacon Pointe Advisors, LLC | 0.01% | Reduce -28.4% | 16,345 | $614K |
| Lathrop Investment Management Co. | 0.11% | Reduce -33.3% | 15,200 | $571K |
| Inscription Capital, LLC | 0.06% | No change | 15,000 | $563K |
| Intergy Private Wealth, LLC | 0.17% | Reduce -1.2% | 14,248 | $535K |
| O'shaughnessy Asset Management, LLC | 0.00% | Add +68.5% | 14,202 | $533K |
| Securian Asset Management, Inc. | 0.01% | Reduce -1.7% | 13,953 | $524K |
| Orion Porfolio Solutions, LLC | 0.00% | Add +43.4% | 13,854 | $520K |
| Schonfeld Strategic Advisors LLC | 0.00% | Reduce -17.4% | 13,482 | $506K |
| Eukles Asset Management | 0.20% | Add +1.5% | 13,435 | $504K |
| Quantinno Capital Management LP | 0.00% | Add +82.4% | 13,242 | $497K |
| Cetera Investment Advisers | 0.00% | New | 13,088 | $491K |
| Bailard, Inc. | 0.01% | Add +55.8% | 12,841 | $482K |
| Campbell & CO Investment Adviser LLC | 0.04% | Reduce -42.6% | 12,748 | $479K |
| Lazard Asset Management LLC | 0.00% | Reduce -78.5% | 12,409 | $466K |
| US Bancorp \de | 0.00% | Add +19.8% | 12,304 | $462K |
| Alps Advisors Inc. | 0.00% | New | 12,100 | $454K |
| Mercer Global Advisors Inc. | 0.00% | Reduce -38.8% | 11,808 | $443K |
| Ignite Planners, LLC | 0.07% | Add +2.2% | 11,516 | $432K |
| Crossmark Global Holdings, Inc. | 0.01% | No change | 11,326 | $425K |
| Profund Advisors LLC | 0.01% | Add +0.3% | 10,563 | $397K |
| Rockefeller Capital Management L.P. | 0.00% | New | 10,439 | $392K |
| Thoroughbred Financial Services, LLC | 0.02% | Reduce -0.2% | 10,396 | $390K |
| Regions Financial Corp. | 0.00% | Add +1.3% | 10,182 | $382K |
| GTS Securities LLC | 0.01% | New | 10,154 | $381K |
| Hamilton Capital Partners Inc. | 0.02% | No change | 10,143 | $381K |
| VIRGINIA RETIREMENT SYSTEMS ET Al | 0.00% | New | 10,100 | $379K |
| Chickasaw Capital Management LLC | 0.02% | No change | 10,000 | $375K |
| Net Worth Advisory Group | 0.10% | Reduce -7.7% | 9,658 | $363K |
| Choreo, LLC | 0.00% | Add +8.6% | 9,450 | $357K |
| Polar Asset Management Partners Inc. | 0.01% | New | 9,132 | $343K |
| Exit Wealth Advisors, LLC. | 0.23% | — | 9,112 | $342K |
| Commerce Bank | 0.00% | No change | 9,077 | $341K |
| Swiss Life Asset Management Ltd | 0.00% | New | 8,238 | $309K |
| MML Investors Services, LLC | 0.00% | Add +14.7% | 8,229 | $309K |
| Los Angeles Capital Management LLC | 0.00% | New | 8,160 | $306K |
| PNC Financial Services Group, Inc. | 0.00% | Add +4.2% | 8,025 | $301K |
| 1492 Capital Management LLC | 0.12% | No change | 8,011 | $301K |
| Csenge Advisory Group | 0.01% | Reduce -92.1% | 8,000 | $300K |
| Stonegate Investment Group, LLC | 0.01% | No change | 7,931 | $298K |
| Kestra Advisory Services, LLC | 0.00% | New | 7,742 | $291K |
| Procyon Advisors, LLC | 0.02% | No change | 7,689 | $289K |
| Patton Albertson Miller Group, LLC | 0.03% | Reduce -0.1% | 7,674 | $288K |
| Tower Research Capital LLC (TRC) | 0.01% | Reduce -77.5% | 7,657 | $287K |
| Abel Hall, LLC | 0.11% | Add +1.5% | 7,578 | $284K |
| Cwm, LLC | 0.00% | Add +15.3% | 7,505 | $282K |
| Bridgefront Capital, LLC | 0.08% | New | 7,494 | $281K |
| Johnson Investment Counsel Inc. | 0.00% | No change | 7,317 | $275K |
| Lavaca Capital LLC | 0.05% | No change | 7,154 | $269K |
| Forum Financial Management, LP | 0.00% | Add +0.1% | 7,064 | $265K |
| McElhenny Sheffield Capital Management, LLC | 0.06% | New | 7,000 | $263K |
| Moody LYNN Lieberson & Walker, LLC | 0.01% | No change | 6,934 | $260K |
| Duncan Williams Asset Management, LLC | 0.07% | No change | 6,817 | $256K |
| Guggenheim Capital LLC | 0.00% | Reduce -43.5% | 6,771 | $254K |
| Davis Investment Partners, LLC | 0.08% | No change | 6,606 | $248K |
| Shelton Capital Management | 0.01% | No change | 6,570 | $247K |
| Journey Strategic Wealth LLC | 0.01% | Add +1.6% | 6,560 | $246K |
| Callahan Advisors, LLC | 0.02% | No change | 6,540 | $246K |
| Atria Investments, Inc | 0.00% | New | 6,524 | $245K |
| Paragon Capital Management Ltd | 0.05% | Reduce -5.8% | 6,440 | $242K |
| Fayez Sarofim & Co | 0.00% | No change | 6,435 | $242K |
| EverSource Wealth Advisors, LLC | 0.01% | Add +185.7% | 6,434 | $242K |
| Park Place Capital Corp | 0.05% | No change | 6,409 | $241K |
| Fifth Third Wealth Advisors LLC | 0.01% | No change | 6,377 | $239K |
| Public Employees Retirement System of Ohio | 0.00% | Reduce -1.3% | 6,377 | $239K |
| Americana Partners, LLC | 0.01% | No change | 6,300 | $237K |
| Northwestern Mutual Wealth Management Co. | 0.00% | No change | 6,242 | $234K |
| United Capital Financial Advisors, LLC | 0.00% | Reduce -7.7% | 6,241 | $234K |
| Southeast Asset Advisors, LLC | 0.03% | New | 6,213 | $233K |
| Sowell Financial Services LLC | 0.01% | New | 6,186 | $232K |
| OneDigital Investment Advisors LLC | 0.00% | New | 6,165 | $231K |
| Kestra Private Wealth Services, LLC | 0.00% | New | 6,047 | $227K |
| Teton Advisors, LLC | 0.14% | — | 6,000 | $225K |
| Commonwealth Equity Services, LLC | 0.00% | New | 5,974 | $224K |
| Ritholtz Wealth Management | 0.00% | New | 5,965 | $224K |
| Vident Advisory, LLC | 0.00% | Reduce -21.7% | 5,861 | $220K |
| Coldstream Capital Management Inc. | 0.00% | New | 5,821 | $219K |
| TD Private Client Wealth LLC | 0.00% | Reduce -6.9% | 5,782 | $217K |
| Tidal Investments LLC | 0.00% | New | 5,772 | $217K |
| Atlanta Consulting Group Advisors, LLC | 0.05% | New | 5,712 | $216K |
| CIBC Asset Management Inc | 0.00% | New | 5,753 | $216K |
| Blue Trust, Inc. | 0.00% | Reduce -21.1% | 5,699 | $214K |
| Focus Partners Wealth | 0.00% | New | 5,670 | $214K |
| Brevan Howard Capital Management LP | 0.00% | Reduce -40.8% | 5,523 | $207K |
| First City Capital Management, Inc. | 0.11% | New | 5,519 | $207K |
| Ethos Financial Group, LLC | 0.02% | New | 5,388 | $202K |
| Welch Group, LLC | 0.01% | New | 5,370 | $202K |
| KBC Group NV | 0.00% | No change | 5,243 | $197K |
| Bartlett & Co. Wealth Management LLC | 0.00% | No change | 5,000 | $189K |
| Signaturefd, LLC | 0.00% | No change | 4,749 | $178K |
| HHM Wealth Advisors, LLC | 0.02% | New | 4,245 | $159K |
| CX Institutional | 0.00% | Add +0.9% | 4,066 | $153K |
| Bayforest Capital Ltd | 0.07% | Add +88.4% | 4,024 | $151K |
| Point72 Europe (London) LLP | 0.01% | New | 4,015 | $151K |
| Covestor Ltd | 0.08% | Add +2.1% | 3,863 | $145K |
| Icon Wealth Advisors, LLC | 0.01% | Add +8.6% | 3,780 | $142K |
| DekaBank Deutsche Girozentrale | 0.00% | No change | 3,636 | $137K |
| State of Wyoming | 0.01% | Reduce -86.4% | 3,180 | $119K |
| Jones Financial Companies LLLP | 0.00% | Add +16.2% | 2,629 | $99K |
| Arax Advisory Partners | 0.00% | Add +215.0% | 2,419 | $91K |
| Citizens National Bank Trust Department | 0.01% | Reduce -9.2% | 2,200 | $83K |
| C M Bidwell & Associates Ltd. | 0.04% | New | 2,135 | $80K |
| GAMMA Investing LLC | 0.00% | Add +14.8% | 2,035 | $76K |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 0.00% | Reduce -0.5% | 2,013 | $76K |
| Nomura Asset Management Co. Ltd. | 0.00% | No change | 1,870 | $70K |
| Versant Capital Management, Inc | 0.01% | No change | 1,869 | $70K |
| CI Investments Inc. | 0.00% | Reduce -37.0% | 1,786 | $67K |
| Parkside Financial Bank & Trust | 0.01% | Reduce -3.9% | 1,748 | $66K |
| Shell Asset Management Co. | 0.01% | Reduce -58.8% | 1,704 | $64K |
| Osaic Holdings, Inc. | 0.00% | Add +16.5% | 1,680 | $63K |
| Abound Wealth Management | 0.02% | No change | 1,665 | $62K |
| Fifth Third Bancorp | 0.00% | Add +4.1% | 1,609 | $60K |
| Optiver Holding B.V. | 0.00% | Add +10.0% | 1,501 | $56K |
| UMB Bank, n.a. | 0.00% | Add +1.0% | 1,467 | $55K |
| Hantz Financial Services, Inc. | 0.00% | Add +126.1% | 1,341 | $50K |
| BI Asset Management Fondsmaeglerselskab A/S | 0.00% | No change | 1,303 | $49K |
| Founders Capital Management | 0.02% | No change | 1,200 | $45K |
| Danske Bank A/S | 0.00% | No change | 1,200 | $45K |
| Cullen/Frost Bankers, Inc. | 0.00% | New | 1,041 | $39K |
| Peck Wealth Management, LLC | 0.04% | — | 1,000 | $38K |
| Community Bank, N.A. | 0.00% | New | 931 | $35K |
| Advisory Services Network, LLC | 0.00% | New | 859 | $32K |
| Harbor Capital Advisors, Inc. | 0.00% | Add +43.1% | 840 | $32K |
| Whittier Trust Co. | 0.00% | No change | 834 | $32K |
| Rise Advisors, LLC | 0.01% | Add +0.8% | 828 | $31K |
| FNY Investment Advisers, LLC | 0.01% | No change | 800 | $30K |
| Smartleaf Asset Management LLC | 0.00% | Add +4.8% | 714 | $27K |
| Mather Group, Llc. | 0.00% | New | 695 | $26K |
| Clearstead Advisors, LLC | 0.00% | Add +17.6% | 614 | $23K |
| TD Waterhouse Canada Inc. | 0.00% | New | 600 | $23K |
| Farther Finance Advisors, LLC | 0.00% | Add +4.1% | 506 | $19K |
| BankPlus Trust Department | 0.01% | No change | 500 | $19K |
| Mitsubishi UFJ Asset Management Co., Ltd. | 0.00% | No change | 500 | $19K |
| Root Financial Partners, LLC | 0.00% | New | 473 | $18K |
| Rothschild Investment LLC | 0.00% | Add +1.1% | 455 | $17K |
| Parallel Advisors, LLC | 0.00% | No change | 453 | $17K |
| Accredited Wealth Management, LLC | 0.01% | Add +1877.4% | 6,921 | $13K |
| Meeder Asset Management Inc. | 0.00% | New | 355 | $13K |
| Allworth Financial LP | 0.00% | Add +38.7% | 312 | $12K |
| Richardson Capital Management LLC | 0.01% | New | 295 | $11K |
| JPL Wealth Management, LLC | 0.00% | New | 280 | $11K |
| Point72 Hong Kong Ltd | 0.00% | New | 271 | $10K |
| Assetmark, Inc. | 0.00% | Add +99.2% | 253 | $9K |
| NewEdge Advisors, LLC | 0.00% | Add +247.2% | 250 | $9K |
| Huntington National Bank | 0.00% | No change | 246 | $9K |
| Salomon & Ludwin, LLC | 0.00% | New | 213 | $8K |
| Hemington Wealth Management | 0.00% | Add +8.7% | 225 | $8K |
| Rosenberg Matthew Hamilton | 0.00% | No change | 203 | $8K |
| Essential Partners LLC | 0.00% | Add +3.1% | 201 | $8K |
| Moisand Fitzgerald Tamayo, LLC | 0.00% | No change | 195 | $7K |
| Quent Capital, LLC | 0.00% | New | 194 | $7K |
| Global Retirement Partners, LLC | 0.00% | Add +0.5% | 193 | $7K |
| MassMutual Private Wealth & Trust, FSB | 0.00% | Reduce -10.9% | 187 | $7K |
| Private Wealth Management Group, LLC | 0.00% | No change | 176 | $7K |
| Wealthspire Advisors, LLC | 0.00% | New | 171 | $6K |
| Activest Wealth Management | 0.00% | No change | 160 | $6K |
| Quadrant Capital Group LLC | 0.00% | New | 159 | $6K |
| Farmers & Merchants Investments Inc. | 0.00% | Add +10.5% | 158 | $6K |
| High Note Wealth, LLC | 0.00% | No change | 153 | $6K |
| JFS Wealth Advisors, LLC | 0.00% | No change | 130 | $5K |
| First Horizon Corp. | 0.00% | — | 113 | $4K |
| Johnson Financial Group, Inc. | 0.00% | New | 104 | $4K |
| IFP Advisors, Inc | 0.00% | Add +0.0% | 100 | $4K |
| Avion Wealth | 0.00% | Reduce -1.9% | 102 | $3K |
| Principal Securities, Inc. | 0.00% | Add +5.8% | 73 | $3K |
| Montag A & Associates Inc. | 0.00% | New | 53 | $2K |
| Bell Investment Advisors, Inc | 0.00% | No change | 51 | $2K |
| Fortitude Family Office, LLC | 0.00% | No change | 50 | $2K |
| Clearstead Trust, LLC | 0.00% | New | 49 | $2K |
| Rialto Wealth Management, LLC | 0.00% | Add +21.4% | 34 | $1K |
| Principia Wealth Advisory, LLC | 0.00% | Add +25.9% | 34 | $1K |
| Cloud Capital Management, LLC | 0.00% | New | 39 | $1K |
| SJS Investment Consulting Inc. | 0.00% | No change | 25 | $939 |
| WPG Advisers, LLC | 0.00% | Reduce -72.7% | 24 | $901 |
| Bare Financial Services, Inc | 0.00% | No change | 21 | $788 |
| Private Trust Co. NA | 0.00% | No change | 17 | $638 |
| Bruce G. Allen Investments, LLC | 0.00% | No change | 15 | $563 |
| Breakwater Investment Management | 0.00% | New | 14 | $526 |
| HFM Investment Advisors, LLC | 0.00% | No change | 12 | $450 |
| Bay Harbor Wealth Management, LLC | 0.00% | Add +66.7% | 10 | $378 |
| Annis Gardner Whiting Capital Advisors, LLC | 0.00% | New | 3 | $113 |
| True Wealth Design, LLC | 0.00% | No change | 2 | $76 |
| AdvisorNet Financial, Inc | 0.00% | No change | 2 | $75 |
| SBI Securities Co., Ltd. | 0.00% | New | 2 | $75 |
| Beacon Capital Management, Inc. | 0.00% | No change | 1 | $35 |
"% of holder's portfolio" is CADE's weight in each manager's 13F, not the share of Cadence Bank the manager owns.