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Disclosery

CADE CADENCE BANK

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COM (common)

349 managers (355 13F filers) reported a position in CADE shares at 2025-03-31, 157,234,470 shares in all. 52 filers opened a position and 37 filers sold out during the quarter.

Managers
349
13F filers
355
New
52
Added
123
Reduced
100
Sold out
37
Shares held by filers
157,234,470

Shares held by filers adds up every 13F filer's report, so a share reported by a parent and by its subsidiary counts twice (H9). Managers counts each filer group once.

13D and 13G filers

No 13D or 13G on this security in the data. Structured 13D/G data starts 2024-12-18.

Insider trades

No Form 4 transaction on this security in the data.

13F holders, Q1 2025

Filers in the available 13F reports with a share position at 2025-03-31, filer groups collapsed to one row (method), largest first. Options and principal amounts are left out. A group row states no % of portfolio, since each member reports its own portfolio: the members' percents are listed under it. A value about 1,000 times or 1/1,000 of the price other filers imply is shown as filed but neither ranks the row nor enters a sum.

HolderSharesValue% of portfolioChangeSource
Premier Fund Managers Ltd19,028$573K0.02%+4,35913F-HRTimeline
State of Wyoming18,238$554K0.07%+15,87913F-HRTimeline
SHEETS SMITH WEALTH MANAGEMENT17,576$534K0.07%+88213F-HRTimeline
NJ State Employees Deferred Compensatio…16,800$510K0.07%013F-HRTimeline
Fairvoy Private Wealth, LLC16,376$497K0.14%013F-HRTimeline
Graham Capital Management, L.P.16,272$494K0.02%-31,52213F-HRTimeline
Bleakley Financial Group, LLC16,266$494K0.02%-1713F-HRTimeline
Quantbot Technologies LP15,910$483K0.02%-4,94313F-HRTimeline
Tower Research Capital LLC (TRC)in group Tower Research Capital LLC (T…15,574$473K0.01%-5,50413F-HRTimelineGroup
Intergy Private Wealth, LLC15,536$472K0.18%-96613F-HRTimeline
Dynamic Technology Lab Private Ltd14,940$454K0.07%-21,72413F-HRTimeline
WOLVERINE ASSET MANAGEMENT LLCin group WOLVERINE ASSET MANAGEMENT LLC14,419$438K0.01%new13F-HRTimelineGroup
TUDOR INVESTMENT CORP ET AL14,352$436K<0.01%new13F-HRTimeline
Inscription Capital, LLC15,000$435K0.07%13F-HRTimeline
Mariner, LLCin group Mariner, LLC14,315$435K<0.01%+1,72513F-HRTimelineGroup
SECURIAN ASSET MANAGEMENT, INC13,938$423K0.01%+10613F-HRTimeline
NEUBERGER BERMAN GROUP LLCin group NEUBERGER BERMAN GROUP LLC13,337$405K<0.01%+6,55213F-HRTimelineGroup
Vestcor Inc13,075$397K0.01%new13F-HRTimeline
CHICKASAW CAPITAL MANAGEMENT LLC13,057$396K0.02%013F-HRTimeline
Eukles Asset Management13,008$395K0.17%+1,93213F-HRTimeline
MERCER GLOBAL ADVISORS INC /ADV11,749$357K<0.01%-1,67613F-HRTimeline
UNITED SERVICES AUTOMOBILE ASSOCIATIONin group UNITED SERVICES AUTOMOBILE AS…11,791$355K0.01%013F-HRTimelineGroup
Aigen Investment Management, LP11,693$355K0.06%-3713F-HRTimeline
PROFUND ADVISORS LLC11,408$346K0.02%-6,39313F-HRTimeline
XTX Topco Ltdin group XTX Topco Ltd11,232$341K0.02%+76913F-HRTimelineGroup
Crossmark Global Holdings, Inc.11,111$338K0.01%-17013F-HRTimeline
Ignite Planners, LLC11,268$335K0.07%+1,16613F-HRTimeline
GUGGENHEIM CAPITAL LLCin group GUGGENHEIM CAPITAL LLC10,946$332K<0.01%new13F-HRTimelineGroup
Orion Porfolio Solutions, LLC10,717$325K<0.01%-68813F-HRTimeline
Orion Portfolio Solutions, LLC10,717$325K<0.01%-68813F-HR/ATimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…10,607$322K<0.01%new13F-HRTimelineGroup
Advisor Resource Council10,348$314K0.03%new13F-HRTimeline
Hamilton Capital Partners Inc.10,143$308K0.02%-29113F-HRTimeline
REGIONS FINANCIAL CORPin group REGIONS FINANCIAL CORP10,056$305K<0.01%013F-HRTimelineGroup
Jain Global LLC10,047$305K0.01%new13F-HRTimeline
Allianz Asset Management GmbHin group Allianz SE10,026$304K<0.01%+3,16013F-HRTimelineGroup
SummitTX Capital, L.P.9,901$301K0.01%13F-HRTimeline
BAILARD, INC.9,741$296K0.01%013F-HRTimeline
US BANCORP \DE\in group US BANCORP \DE\9,568$290K<0.01%-16313F-HRTimelineGroup
Net Worth Advisory Group9,251$281K0.09%-10413F-HRTimeline
COMMERCE BANKin group COMMERCE BANK9,077$276K<0.01%013F-HRTimelineGroup
Universal- Beteiligungs- und Serviceges…in group Universal- Beteiligungs- und …9,072$275K<0.01%new13F-HRTimelineGroup
O'SHAUGHNESSY ASSET MANAGEMENT, LLC8,616$262K<0.01%-19313F-HRTimeline
KBC Group NVin group KBC Group NV8,464$257K<0.01%+22513F-HRTimelineGroup
UNITED CAPITAL FINANCIAL ADVISORS, LLCin group UNITED CAPITAL FINANCIAL ADVI…8,166$248K<0.01%-2,86813F-HRTimelineGroup
1492 Capital Management LLC8,011$244K0.13%013F-HRTimeline
Stonegate Investment Group, LLC7,931$241K0.01%013F-HRTimeline
Procyon Advisors, LLC7,794$237K0.01%-1,52213F-HRTimeline
Patton Albertson Miller Group, LLC7,679$233K0.03%013F-HR/ATimeline
Park Place Capital Corp7,645$232K0.06%-54313F-HRTimeline
Abel Hall, LLC7,625$231K0.14%new13F-HRTimeline
GTS SECURITIES LLC7,549$229K0.01%-5,62113F-HRTimeline
JOHNSON INVESTMENT COUNSEL INC7,317$222K<0.01%+57813F-HRTimeline
Lavaca Capital LLC7,154$217K0.1%013F-HRTimeline
Advantage Alpha Capital Partners LP6,930$210K0.05%-10,75913F-HRTimeline
MOODY LYNN LIEBERSON & WALKER, LLC6,915$210K0.01%013F-HRTimeline
Duncan Williams Asset Management, LLC6,817$207K0.07%013F-HRTimeline
Blue Trust, Inc.6,615$201K<0.01%+70013F-HRTimeline
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…6,613$201K<0.01%-21313F-HRTimelineGroup
PUBLIC EMPLOYEES RETIREMENT SYSTEM OF O…6,611$201K<0.01%+1913F-HRTimeline
Forum Financial Management, LPin group Forum Financial Management, LP6,597$200K<0.01%+31913F-HRTimelineGroup
TD PRIVATE CLIENT WEALTH LLC6,308$192K0.01%+1,47213F-HRTimeline
CWM, LLCin group CWM, LLC5,799$176K<0.01%+1,92813F-HRTimelineGroup
Bollard Group LLC5,488$167K<0.01%+4013F-HRTimeline
CIBC Private Wealth Group LLCin group CIBC Bancorp USA Inc.6,320$167K<0.01%-87713F-HRTimelineGroup
SHELL ASSET MANAGEMENT CO5,211$158K0.01%-22513F-HRTimeline
BARTLETT & CO. WEALTH MANAGEMENT LLC5,000$153K<0.01%013F-HRTimeline
SIGNATUREFD, LLC4,797$146K<0.01%013F-HRTimeline
COLDSTREAM CAPITAL MANAGEMENT INC4,549$138K<0.01%new13F-HRTimeline
CX Institutional4,031$122K<0.01%new13F-HRTimeline
DekaBank Deutsche Girozentrale3,636$108K<0.01%013F-HRTimeline
CI INVESTMENTS INC.in group CI INVESTMENTS INC.3,572$108K<0.01%+9013F-HRTimelineGroup
GAMMA Investing LLC2,892$87.8K0.01%+1,03013F-HR/ATimeline
Citizens National Bank Trust Department2,422$73.5K0.02%013F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP2,297$69.2K<0.01%+57913F-HR/ATimelineGroup
Steward Partners Investment Advisory, L…2,278$69.2K<0.01%+413F-HRTimeline
Versant Capital Management, Inc2,079$63.1K0.01%+1,05913F-HRTimeline
Pinnacle Financial Partners Inc1,750$60.3K<0.01%013F-HRTimeline
Parkside Financial Bank & Trust1,820$55.3K0.01%+10213F-HRTimeline
FIFTH THIRD BANK, NATIONAL ASSOCIATIONgroup of 2 filers holding1,818$55.2K-6,136Timeline
UMB Bank, n.a.1,774$53.9K<0.01%+1,11613F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Abound Wealth Management1,665$50.5K0.02%+1,15013F-HRTimeline
BI Asset Management Fondsmaeglerselskab…in group BI Asset Management Fondsmaeg…1,303$40K<0.01%new13F-HRTimelineGroup
Optiver Holding B.V.in group Optiver Holding B.V.1,314$39.9K<0.01%new13F-HRTimelineGroup
NOMURA ASSET MANAGEMENT CO LTDgroup of 2 filers holding1,270$38.6K-24,243Timeline
Founders Capital Management1,200$36.4K0.02%013F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.1,159$35.2K<0.01%-96613F-HRTimelineGroup
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…994$30.2K<0.01%+12013F-HRTimelineGroup
Smartleaf Asset Management LLC880$26.5K<0.01%-28313F-HRTimeline
WHITTIER TRUST CO834$25.3K<0.01%013F-HRTimeline
Rise Advisors, LLC813$24.7K0.01%-40213F-HRTimeline
Quarry LP786$23.9K0.01%+34213F-HRTimeline
V-Square Quantitative Management LLC774$23.5K<0.01%013F-HRTimeline
MATHER GROUP, LLC.706$21.4K<0.01%-10213F-HRTimeline
DANSKE BANK A/S700$21.3K<0.01%-16,96713F-HRTimeline
Lindbrook Capital, LLC687$20.9K<0.01%013F-HRTimeline
HARBOR CAPITAL ADVISORS, INC.634$19K<0.01%+16213F-HRTimeline
Covestor Ltd606$19K0.01%+25813F-HRTimeline
Farther Finance Advisors, LLC552$16.8K<0.01%+713F-HRTimeline
Brooklyn Investment Group521$15.8K<0.01%-23313F-HRTimeline
Mitsubishi UFJ Asset Management Co., Lt…in group Mitsubishi UFJ Trust & Bankin…500$15.2K<0.01%new13F-HRTimelineGroup
BankPlus Trust Departmentin group BankPlus Trust Department500$15.2K0.01%013F-HRTimelineGroup
J.Safra Asset Management Corp484$14.7K<0.01%+2713F-HR/ATimeline
Parallel Advisors, LLC467$14.2K<0.01%-1713F-HRTimeline
SIMPLEX TRADING, LLC490$14K<0.01%new13F-HRTimeline
Marshall & Sterling Wealth Advisors Inc.334$10.1K0.01%013F-HRTimeline
SVB WEALTH LLC322$9.78K<0.01%new13F-HRTimeline
Rosenberg Matthew Hamilton313$9.5K<0.01%013F-HRTimeline
HANTZ FINANCIAL SERVICES, INC.281$9K<0.01%+9113F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
HUNTINGTON NATIONAL BANKin group HUNTINGTON NATIONAL BANK263$7.98K<0.01%013F-HRTimelineGroup
ROTHSCHILD INVESTMENT LLC260$7.89K<0.01%+3013F-HRTimeline
Atala Financial Inc257$7.8K0.01%013F-HRTimeline
Accredited Wealth Management, LLC250$7.66K0.01%new13F-HRTimeline
Allworth Financial LP225$6.54K<0.01%+13513F-HRTimeline
Moisand Fitzgerald Tamayo, LLC195$5.92K<0.01%013F-HRTimeline
Private Wealth Management Group, LLC176$5.34K<0.01%013F-HRTimeline
Hemington Wealth Management177$5K<0.01%+1713F-HRTimeline
QUADRANT CAPITAL GROUP LLC159$4.83K<0.01%013F-HRTimeline
High Note Wealth, LLC155$4.71K<0.01%013F-HRTimeline
First Horizon Advisors, Inc.133$4.06K<0.01%013F-HRTimeline
JFS WEALTH ADVISORS, LLC130$3.95K<0.01%013F-HRTimeline
FARMERS & MERCHANTS INVESTMENTS INCin group FARMERS & MERCHANTS INVESTMEN…126$3.83K<0.01%+5813F-HRTimelineGroup
Amundiin group Amundi136$3.75K<0.01%+3113F-HRTimelineGroup
MassMutual Private Wealth & Trust, FSB98$2.98K<0.01%013F-HRTimeline
Quent Capital, LLC92$2.78K<0.01%013F-HRTimeline
NewEdge Advisors, LLC72$2.19K<0.01%013F-HRTimeline
Stephens Consulting, LLC60$1.82K<0.01%new13F-HRTimeline
NewSquare Capital LLC58$1.76K<0.01%new13F-HRTimeline
CREATIVE FINANCIAL DESIGNS INC /ADV54$1.64K<0.01%new13F-HRTimeline
Bell Investment Advisors, Inc51$1.55K<0.01%013F-HRTimeline
Activest Wealth Management47$1.43K<0.01%new13F-HRTimeline
Hughes Financial Services, LLC46$1.4K<0.01%new13F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC46$1.4K<0.01%013F-HRTimelineGroup
SJS Investment Consulting Inc.42$1.28K<0.01%013F-HRTimeline
Global Financial Private Client, LLC22$668<0.01%+1213F-HRTimeline
Bare Financial Services, Inc21$638<0.01%new13F-HRTimeline
IFP Advisors, Inc0$546<0.01%013F-HRTimelineAmount filed as zero, left out of ratios.
American Capital Advisory, LLC17$517<0.01%new13F-HRTimeline
PRIVATE TRUST CO NA17$516<0.01%+1613F-HRTimeline
WealthTrak Capital Management LLC15$456<0.01%013F-HRTimeline
Bruce G. Allen Investments, LLC15$455<0.01%013F-HRTimeline
AdvisorNet Financial, Inc13$395<0.01%new13F-HRTimeline
Principia Wealth Advisory, LLC12$346<0.01%new13F-HRTimeline
True Wealth Design, LLC11$334<0.01%new13F-HRTimeline
Clearstead Advisors, LLC7$213<0.01%new13F-HRTimeline
Bay Harbor Wealth Management, LLC6$182<0.01%new13F-HRTimeline
HFM Investment Advisors, LLC4$122<0.01%13F-HRTimeline
Parkworth Wealth Management, Inc.4$121<0.01%013F-HRTimeline
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$0013F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.