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Disclosery

CADE CADENCE BANK

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COM (common)

354 managers (363 13F filers) reported a position in CADE shares at 2025-06-30, 162,152,183 shares in all. 55 filers opened a position and 46 filers sold out during the quarter.

Managers
354
13F filers
363
New
55
Added
126
Reduced
120
Sold out
46
Shares held by filers
162,152,183

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, Q2 2025

Filers in the available 13F reports with a share position at 2025-06-30, 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
Aquatic Capital Management LLC19,528$625K0.01%new13F-HRTimeline
Capstone Wealth Management, LLC19,410$621K0.54%013F-HRTimeline
Focus Partners Advisor Solutions, LLCin group Focus Partners Wealth19,354$619K0.01%-1,30713F-HRTimelineGroup
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP19,306$617K<0.01%-57713F-HRTimelineGroup
MERCER GLOBAL ADVISORS INC /ADV19,294$617K<0.01%+7,54513F-HRTimeline
Premier Fund Managers Ltd19,028$611K0.02%013F-HRTimeline
Linscomb Wealth, Inc.18,953$606K0.03%-1,70013F-HRTimeline
SHEETS SMITH WEALTH MANAGEMENT18,040$577K0.07%+46413F-HRTimeline
CAPITAL FUND MANAGEMENT S.A.17,544$561K0.01%new13F-HRTimeline
Centiva Capital, LP16,803$537K0.04%-2,14413F-HRTimeline
NJ State Employees Deferred Compensatio…16,800$537K0.06%013F-HRTimeline
Fairvoy Private Wealth, LLC16,376$524K0.13%013F-HRTimeline
Schonfeld Strategic Advisors LLC16,316$522K<0.01%-29,42613F-HRTimeline
Bleakley Financial Group, LLC16,102$515K0.01%-16413F-HRTimeline
Inscription Capital, LLC15,000$480K0.07%013F-HRTimeline
Intergy Private Wealth, LLC14,423$461K0.16%-1,11313F-HRTimeline
SECURIAN ASSET MANAGEMENT, INC14,193$454K0.01%+25513F-HRTimeline
DRW Securities, LLC13,459$430K0.03%new13F-HRTimeline
Eukles Asset Management13,233$423K0.17%+22513F-HRTimeline
Ignite Planners, LLC11,268$393K0.07%013F-HR/ATimeline
GUGGENHEIM CAPITAL LLCin group GUGGENHEIM CAPITAL LLC11,982$383K<0.01%+1,03613F-HRTimelineGroup
Crossmark Global Holdings, Inc.11,326$362K0.01%+21513F-HRTimeline
FORA Capital, LLC10,900$349K0.04%new13F-HRTimeline
PROFUND ADVISORS LLC10,528$337K0.01%-88013F-HRTimeline
Net Worth Advisory Group10,462$335K0.07%+1,21113F-HRTimeline
THOROUGHBRED FINANCIAL SERVICES, LLC10,413$333K0.02%new13F-HRTimeline
US BANCORP \DE\in group US BANCORP \DE\10,274$329K<0.01%+70613F-HRTimelineGroup
American Trust10,269$328K0.03%new13F-HRTimeline
Hamilton Capital Partners Inc.10,143$324K0.02%013F-HRTimeline
REGIONS FINANCIAL CORPin group REGIONS FINANCIAL CORP10,056$322K<0.01%013F-HRTimelineGroup
CHICKASAW CAPITAL MANAGEMENT LLC10,000$320K0.01%-3,05713F-HRTimeline
Entropy Technologies, LP9,984$319K0.03%-22,21213F-HRTimeline
Fiduciary Group, LLC9,935$318K0.03%new13F-HRTimeline
Vestcor Inc9,924$317K0.01%-3,15113F-HRTimeline
Orion Porfolio Solutions, LLC9,660$309K<0.01%-1,05713F-HR/ATimeline
SummitTX Capital, L.P.9,591$307K0.01%-31013F-HRTimeline
Brevan Howard Capital Management LPin group Brevan Howard Capital Managem…9,331$298K<0.01%new13F-HRTimelineGroup
COMMERCE BANKin group COMMERCE BANK9,077$290K<0.01%013F-HRTimelineGroup
Mariner, LLCin group Mariner, LLC8,881$284K<0.01%-5,43413F-HRTimelineGroup
CHOREO, LLC8,700$281K<0.01%new13F-HRTimeline
O'SHAUGHNESSY ASSET MANAGEMENT, LLC8,427$269K<0.01%-18913F-HRTimeline
BAILARD, INC.8,241$264K0.01%-1,50013F-HRTimeline
1492 Capital Management LLC8,011$256K0.12%013F-HRTimeline
Stonegate Investment Group, LLC7,931$254K0.01%013F-HRTimeline
FIFTH THIRD BANK, NATIONAL ASSOCIATIONgroup of 2 filers holding7,922$253K+6,104Timeline
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…7,699$246K<0.01%+1,08613F-HRTimelineGroup
Procyon Advisors, LLC7,689$246K0.02%-10513F-HRTimeline
Patton Albertson Miller Group, LLC7,679$246K0.03%013F-HRTimeline
Vident Advisory, LLCin group Vident Advisory, LLC7,489$239K<0.01%new13F-HRTimelineGroup
Abel Hall, LLC7,463$239K0.11%-16213F-HRTimeline
JOHNSON INVESTMENT COUNSEL INC7,317$234K<0.01%013F-HRTimeline
Quantinno Capital Management LP7,261$232K<0.01%new13F-HRTimeline
Blue Trust, Inc.7,224$231K<0.01%+60913F-HRTimeline
MML INVESTORS SERVICES, LLC7,176$229K<0.01%new13F-HRTimeline
Lavaca Capital LLC7,154$229K0.09%013F-HR/ATimeline
Forum Financial Management, LPin group Forum Financial Management, LP7,055$226K<0.01%+45813F-HRTimelineGroup
MOODY LYNN LIEBERSON & WALKER, LLC6,934$222K0.01%+1913F-HRTimeline
Davis Investment Partners, LLC6,606$221K0.08%new13F-HRTimeline
Paragon Capital Management Ltd6,840$219K0.04%new13F-HRTimeline
Duncan Williams Asset Management, LLC6,817$218K0.07%013F-HR/ATimeline
UNITED CAPITAL FINANCIAL ADVISORS, LLCin group UNITED CAPITAL FINANCIAL ADVI…6,761$216K<0.01%-1,40513F-HRTimelineGroup
Park Place Capital Corp6,409$214K0.05%-1,23613F-HRTimeline
SHELTON CAPITAL MANAGEMENT6,570$210K<0.01%new13F-HRTimeline
Callahan Advisors, LLC6,540$209K0.02%new13F-HRTimeline
CWM, LLCin group CWM, LLC6,511$208K<0.01%+71213F-HRTimelineGroup
PUBLIC EMPLOYEES RETIREMENT SYSTEM OF O…6,459$207K<0.01%-15213F-HRTimeline
JOURNEY STRATEGIC WEALTH LLC6,454$206K0.01%new13F-HRTimeline
Fayez Sarofim & Coin group Fayez Sarofim & Co6,435$206K<0.01%new13F-HRTimelineGroup
Americana Partners, LLC6,300$201K0.01%new13F-HRTimeline
TD PRIVATE CLIENT WEALTH LLC6,209$199K<0.01%-9913F-HRTimeline
KBC Group NVin group KBC Group NV5,243$168K<0.01%-3,22113F-HRTimelineGroup
BARTLETT & CO. WEALTH MANAGEMENT LLC5,000$161K<0.01%013F-HRTimeline
SIGNATUREFD, LLC4,749$152K<0.01%-4813F-HRTimeline
SHELL ASSET MANAGEMENT CO4,132$132K<0.01%-1,07913F-HRTimeline
CX Institutional4,031$129K<0.01%013F-HR/ATimeline
Covestor Ltd3,782$121K0.07%+3,17613F-HRTimeline
SG Americas Securities, LLC3,681$118K<0.01%-34,55013F-HRTimeline
DekaBank Deutsche Girozentrale3,636$117K<0.01%013F-HRTimeline
Icon Wealth Advisors, LLC3,480$111K0.01%new13F-HRTimeline
Point72 Asia (Singapore) Pte. Ltd.3,085$98.7K0.02%new13F-HRTimeline
CI INVESTMENTS INC.in group CI INVESTMENTS INC.2,835$91K<0.01%-73713F-HRTimelineGroup
Citizens National Bank Trust Department2,422$77.5K0.02%013F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP2,263$72.8K<0.01%-3413F-HRTimelineGroup
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…2,252$72K<0.01%+1,25813F-HRTimelineGroup
Bayforest Capital Ltd2,136$68.3K0.03%-17,58313F-HRTimeline
BNP PARIBAS ASSET MANAGEMENT Holding S.…in group BNP PARIBAS ASSET MANAGEMENT …2,022$65K<0.01%new13F-HRTimelineGroup
NOMURA ASSET MANAGEMENT CO LTDin group NOMURA ASSET MANAGEMENT CO LTD1,870$59.8K<0.01%+60013F-HRTimelineGroup
Versant Capital Management, Inc1,869$59.8K0.01%-21013F-HRTimeline
Parkside Financial Bank & Trust1,819$58.2K0.01%-113F-HRTimeline
GAMMA Investing LLC1,772$56.7K<0.01%-1,12013F-HRTimeline
Pinnacle Financial Partners Inc1,750$56K<0.01%013F-HRTimeline
Abound Wealth Management1,665$53.2K0.02%013F-HRTimeline
UMB Bank, n.a.1,452$46.4K<0.01%-32213F-HR/ATimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.1,442$46.1K<0.01%+28313F-HR/ATimelineGroup
Optiver Holding B.V.in group Optiver Holding B.V.1,365$43.7K<0.01%+5113F-HRTimelineGroup
BI Asset Management Fondsmaeglerselskab…in group BI Asset Management Fondsmaeg…1,303$42K<0.01%013F-HRTimelineGroup
DANSKE BANK A/S1,200$38.4K<0.01%+50013F-HRTimeline
Founders Capital Management1,200$38.4K0.02%013F-HRTimeline
IFP Advisors, Inc0$31.3K<0.01%013F-HRTimelineAmount filed as zero, left out of ratios.
WHITTIER TRUST CO834$26.7K<0.01%013F-HRTimeline
Rise Advisors, LLC821$26.3K0.01%+813F-HRTimeline
FNY Investment Advisers, LLC800$25K0.01%new13F-HRTimeline
Arax Advisory Partners768$24.6K<0.01%new13F-HRTimeline
Smartleaf Asset Management LLC681$21.9K<0.01%-19913F-HRTimeline
Brooklyn Investment Group609$19.5K<0.01%+8813F-HR/ATimeline
HANTZ FINANCIAL SERVICES, INC.593$19K<0.01%+31213F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
HARBOR CAPITAL ADVISORS, INC.587$19K<0.01%-4713F-HRTimeline
Clearstead Advisors, LLC522$16.7K<0.01%+51513F-HRTimeline
BankPlus Trust Departmentin group BankPlus Trust Department500$16K<0.01%013F-HRTimelineGroup
Farther Finance Advisors, LLC486$15.5K<0.01%-6613F-HRTimeline
Parallel Advisors, LLC453$14.5K<0.01%-1413F-HRTimeline
ROTHSCHILD INVESTMENT LLC450$14.4K<0.01%+19013F-HRTimeline
Quarry LP396$12.7K<0.01%-39013F-HRTimeline
Accredited Wealth Management, LLC350$11.3K0.01%+10013F-HRTimeline
TWIN PEAKS WEALTH ADVISORS, LLC319$11.3K<0.01%new13F-HRTimeline
J.Safra Asset Management Corp343$11K<0.01%-14113F-HR/ATimeline
HUNTINGTON NATIONAL BANKin group HUNTINGTON NATIONAL BANK246$7.87K<0.01%-1713F-HRTimelineGroup
Allworth Financial LP225$7.2K<0.01%013F-HRTimeline
MassMutual Private Wealth & Trust, FSB210$6.72K<0.01%+11213F-HRTimeline
Rosenberg Matthew Hamilton203$6.49K<0.01%-11013F-HRTimeline
Moisand Fitzgerald Tamayo, LLC195$6.24K<0.01%013F-HRTimeline
Essential Partners LLC195$6.24K<0.01%13F-HRTimeline
Global Retirement Partners, LLC192$6.13K<0.01%13F-HRTimeline
Hemington Wealth Management207$6K<0.01%+3013F-HRTimeline
Private Wealth Management Group, LLC176$5.63K<0.01%013F-HRTimeline
Activest Wealth Management160$5.12K<0.01%+11313F-HRTimeline
High Note Wealth, LLC153$4.89K<0.01%-213F-HRTimeline
FARMERS & MERCHANTS INVESTMENTS INCin group FARMERS & MERCHANTS INVESTMEN…143$4.57K<0.01%+1713F-HRTimelineGroup
JFS WEALTH ADVISORS, LLC130$4.16K<0.01%013F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC127$4.06K<0.01%+8113F-HRTimelineGroup
Riggs Asset Managment Co. Inc.119$3.81K<0.01%new13F-HRTimeline
First Horizon Advisors, Inc.113$3.61K<0.01%-2013F-HRTimeline
Avion Wealth104$3K<0.01%new13F-HR/ATimeline
WPG Advisers, LLC88$2.81K<0.01%new13F-HRTimeline
NewEdge Advisors, LLC72$2.3K<0.01%013F-HRTimeline
Kestra Investment Management, LLCin group Kestra Advisory Services, LLC61$1.95K<0.01%new13F-HR/ATimelineGroup
Bell Investment Advisors, Inc51$1.63K<0.01%013F-HRTimeline
Fortitude Family Office, LLC50$1.6K<0.01%new13F-HRTimeline
Rialto Wealth Management, LLC28$896<0.01%new13F-HRTimeline
Principia Wealth Advisory, LLC27$863<0.01%+1513F-HRTimeline
SJS Investment Consulting Inc.25$800<0.01%-1713F-HRTimeline
Bare Financial Services, Inc21$672<0.01%013F-HRTimeline
PRIVATE TRUST CO NA17$544<0.01%013F-HRTimeline
Bruce G. Allen Investments, LLC15$480<0.01%013F-HRTimeline
WealthTrak Capital Management LLC15$480<0.01%013F-HRTimeline
HFM Investment Advisors, LLC12$384<0.01%+813F-HRTimeline
Parkworth Wealth Management, Inc.7$224<0.01%+313F-HRTimeline
Bay Harbor Wealth Management, LLC6$193<0.01%013F-HRTimeline
AdvisorNet Financial, Inc2$64<0.01%-1113F-HRTimeline
True Wealth Design, LLC2$64<0.01%-913F-HRTimeline
AlphaQuest LLC1$32<0.01%-44,00813F-HRTimeline
Stephens Consulting, LLC1$32<0.01%-5913F-HRTimeline
Beacon Capital Management, Inc.1$30<0.01%new13F-HRTimeline
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$0013F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.