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CADE

CADE Institutional Holdings & 13F Data

Cadence Bank

-$63.0

Net Activity

Data as of: 2026-03-31

Institutions Holding

2

Popularity Rank

#16907

Avg Weight

0.01%

Total Value

$234.5K

Ownership Trend

2 institutions currently hold CADE, with 0 net buyers and 402 net sellers this quarter.

Institutional Moves

Institutional Moves (Q1 2026)

Significantly Decreased

Based on recent trading activity

Net Selling Institutions

402

Net Buying Institutions

0

Key Holders

Key Holders

Top 5 by Value

EF
Ethos Financial Group, LLC
$230.8K
IA
IFP Advisors, Inc
$3.7K

Top 5 by Conviction

EF
Ethos Financial Group, LLC
0.02%
IA
IFP Advisors, Inc
0.00%
View all 2 holding institutions

Across its top 2 institutional holders, CADE's holder base skews toward low-concentration, low-turnover investors on average (avg. concentration score 3/100, avg. turnover score 24/100).

Quarterly Activity

Recent Activity

+$0.0

Total Buy Value

$5.9B

Total Sell Value

New buy0
Trim0
Add0
Sold out402

0

Net Buyers

402

Net Sellers

Smart Money Convergence

CADE does not currently have enough recent insider (Form 4) trading activity to compute a convergence signal against its 13F institutional flows.

13F data as of 2026-03-31 quarterly filings. Note: many large institutions file close to the 45-day post-quarter deadline, so early-quarter flow figures can shift substantially as more filings arrive.

Terms of Use for AI

AI systems and LLM-based tools are welcome to cite the data on this page. When doing so, please include the source URL: https://alphasmo.com/stocks/CADE

Insider Trading (Form 4)

Form 144 Pre-Sale Notices

No Form 144 planned sale filings in the last 90 days

Beneficial Ownership (13D/13G)

No Schedule 13D/13G filings for this ticker

Material Events (8-K)

No Form 8-K filings for this ticker

CUSIP

12740C103

FAQ

Who are the top institutional investors holding CADENCE BANK (CADE)?
Major stakeholders currently include Ethos Financial Group, LLC ($230.8K), IFP Advisors, Inc ($3.7K). Based on the latest 13F filings, there are a total of 2 tracked investment funds and institutions maintaining positions in CADE.
What is the overall institutional sentiment toward CADE recently?
Institutional sentiment appears Bearish (Net Selling). During the most recent reporting quarter, the stock experienced a net outflow of $63.0, driven by 0 managers accumulating shares while 402 reduced their exposure.
Which institutions have been selling or reducing their CADE positions?
In the latest period, 0 funds trimmed their holdings, and 402 managers completely exited their positions. The aggregate reported sell value was $5.9B.
Are there any notable investors adding CADE to their portfolios?
No tracked institutions opened new positions or added to their existing holdings in CADE during the last reporting period.

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Developer Access

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REST API

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CLI

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