406 institutions reported holding $234,486 of CADENCE BANK (CADE) in SEC 13F filings for 2026-03-31. Largest institutional holders: Ethos Financial Group, LLC ($230,822), IFP Advisors, Inc ($3,664), Clearstead Trust, LLC ($0), TORONTO DOMINION BANK ($0), GARDNER LEWIS ASSET MANAGEMENT L P ($0). Source: SEC Form 13F.
| Rank | Institution | Value | Shares | Change |
|---|---|---|---|---|
| 1 | Ethos Financial Group, LLC | $230,822 | 5,388 | Hold |
| 2 | IFP Advisors, Inc | $3,664 | 87 | Hold |
| 3 | Clearstead Trust, LLC | $0 | 0 | Exited |
| 4 | TORONTO DOMINION BANK | $0 | 0 | Exited |
| 5 | GARDNER LEWIS ASSET MANAGEMENT L P | $0 | 0 | Exited |
| 6 | MOODY LYNN & LIEBERSON, LLC | $0 | 0 | Exited |
| 7 | STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM | $0 | 0 | Exited |
| 8 | Fayez Sarofim & Co | $0 | 0 | Exited |
| 9 | NISA INVESTMENT ADVISORS, LLC | $0 | 0 | Exited |
| 10 | STATE STREET CORP | $0 | 0 | Exited |
| 11 | Moody Aldrich Partners LLC | $0 | 0 | Exited |
| 12 | UMB BANK N A/MO | $0 | 0 | Exited |
| 13 | MANUFACTURERS LIFE INSURANCE COMPANY, THE | $0 | 0 | Exited |
| 14 | BANK OF MONTREAL /CAN/ | $0 | 0 | Exited |
| 15 | TUDOR INVESTMENT CORP ET AL | $0 | 0 | Exited |
| 16 | MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC | $0 | 0 | Exited |
| 17 | NOMURA ASSET MANAGEMENT INTERNATIONAL INC. | $0 | 0 | Exited |
| 18 | MACKENZIE FINANCIAL CORP | $0 | 0 | Exited |
| 19 | AMALGAMATED BANK | $0 | 0 | Exited |
| 20 | California Public Employees Retirement System | $0 | 0 | Exited |
| 21 | Invesco Ltd. | $0 | 0 | Exited |
| 22 | WELLINGTON MANAGEMENT GROUP LLP | $0 | 0 | Exited |
| 23 | MORGAN STANLEY | $0 | 0 | Exited |
| 24 | GOLDMAN SACHS GROUP INC | $0 | 0 | Exited |
| 25 | KENNEDY CAPITAL MANAGEMENT LLC | $0 | 0 | Exited |
Source: SEC Form 13F filings · as of 2026-03-31