CADENCE BANK (CADE) Top Institutional Shareholders
CADENCE BANK (CADE) is currently reported in institutional portfolios tracked by InsiderSet based on the latest available SEC Form 13F filings for the quarter ended March 31, 2026. The institutional investors covered on this page collectively reported approximately $314,866 in CADE holdings during the latest filing period.
Ethos Financial Group, Llc is currently the largest disclosed institutional shareholder of CADE tracked by InsiderSet, reporting ownership valued at approximately $230,822 in its March 31, 2026 SEC Form 13F filing.
The top 10 institutional shareholders tracked on this page collectively account for approximately 100% of the total disclosed CADE value among the investors covered in this analysis. Major shareholders include Ethos Financial Group, Llc, Peck Wealth Management, Llc, Ifp Advisors, Inc, and several other long-term asset managers with concentrated positions in CADENCE BANK (CADE).
This page ranks the largest institutional CADE shareholders using publicly disclosed SEC Form 13F data, including reported values, estimated current holding values, portfolio allocation percentages, ownership concentration metrics, and historical holding changes across major hedge funds and investment firms.
Institutional Holders
3
Total Reported Value
$314,866
Largest Holder
Ethos Financial Group, Llc
Largest Position
$230,822
Insider Transactions (90d)
0
Latest Filing Quarter
Q1 2026
New Institutional Positions
297
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Ethos Financial Group, Llc | 0.02% | 5,388 | $230,822 | — | — | — | |
| Peck Wealth Management, Llc | 0.03% | 2,000 | $80,380 | — | — | — | |
| Ifp Advisors, Inc | 0.00% | 87 | $3,664 | — | — | — |
Frequently asked questions about CADE
Who owns the most CADE stock?
The largest holders of CADE are typically major institutional investors such as asset managers and hedge funds reporting on Form 13F. The table above ranks tracked superinvestors by reported position size using the latest available filings for CADENCE BANK (CADE).
Is CADE widely held by superinvestors?
Many widely followed stocks like CADE appear across numerous superinvestor portfolios because of liquidity, index inclusion, and fundamentals. The holder count and table above show how broadly CADE is represented among the institutional managers we track.
What do “Current Estimated Value”, “Gain/loss Since Filing”, and “Estimated Portfolio Performance” mean?
Current Estimated Value is reported share quantity from the latest 13F times our most recent split-adjusted U.S. session close. Gain/loss Since Filing is that estimate minus the reported 13F dollar value; Estimated Portfolio Performance is that difference as a percent of the reported value. Green means the estimate is above the filing value; red means below (not purchase cost). If many filers share the same implied filing price per share, the performance % may match across rows. These are not official fund marks or live quotes.