IntappINTA
13F holders, Q1 2025 (March 31)270holders +14
49new positions
33sold out
6famous investors
$58.38avg. 13F price*
At the end of Q1 2025, 270 institutions reported holding Intapp Inc. (INTA) in their 13F filings, up 14 from Q4 2024. 49 opened new positions and 33 sold out. The largest holders were Temasek Holdings (Private) Ltd ($1.0B), Vanguard Group Inc. ($388.4M) and BlackRock, Inc. ($267.2M). 6 famous investors held it, including Ron Baron (0.4% of Baron Capital (BAMCO)'s portfolio), Israel Englander (0.0% of Millennium Management's portfolio) and Jim Simons / Peter Brown (0.0% of Renaissance Technologies's portfolio).
- Company
- Intapp Inc.
- CUSIP
- 45827U109
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q4 2024 → Q1 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 49 | $97.1M |
| Exits | 33 | $24.3M |
All 13F filers, Q4 2024 → Q1 2025: 5,294,436 shares bought and 6,429,453 shares sold, net −1,135,017 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 270 holders
| Temasek Holdings (Private) Ltd | 4.04% | No change | 17,146,805 | $1.0B |
| Vanguard Group Inc. | 0.01% | Add +4.5% | 6,652,139 | $388.4M |
| BlackRock, Inc. | 0.01% | Reduce -0.8% | 4,577,068 | $267.2M |
| Baron Capital (BAMCO) | 0.43% | Add +1.1% | 2,510,962 | $146.6M |
| Capital World Investors | 0.02% | Add +47.3% | 2,506,873 | $146.4M |
| Invesco Ltd. | 0.02% | Add +6.1% | 2,100,618 | $122.6M |
| Alliancebernstein L.P. | 0.04% | Add +7.7% | 1,782,521 | $104.1M |
| FMR LLC | 0.01% | Reduce -12.4% | 1,737,659 | $101.4M |
| Luxor Capital Group, LP | 12.48% | Add +7.2% | 1,662,501 | $97.1M |
| T. Rowe Price Investment Management, Inc. | 0.06% | Reduce -55.9% | 1,570,387 | $91.7M |
| Jennison Associates LLC | 0.06% | Add +0.9% | 1,550,010 | $90.5M |
| Loomis Sayles & Co. L P | 0.12% | Reduce -1.8% | 1,454,857 | $84.9M |
| Praesidium Investment Management Company, LLC | 14.80% | Reduce -24.5% | 1,356,920 | $79.2M |
| Geode Capital Management, LLC | 0.01% | Add +6.7% | 1,330,500 | $77.7M |
| State Street Corp. | 0.00% | Add +0.7% | 1,223,159 | $71.4M |
| GW&K Investment Management, LLC | 0.58% | Reduce -23.3% | 1,067,152 | $62.3M |
| Artisan Partners Limited Partnership | 0.10% | Add +17.0% | 1,061,366 | $62.0M |
| Fuller & Thaler Asset Management, Inc. | 0.22% | Reduce -19.1% | 969,174 | $56.6M |
| Arrowstreet Capital, Limited Partnership | 0.04% | Add +20.0% | 865,455 | $50.5M |
| Dimensional Fund Advisors LP | 0.01% | Reduce -6.0% | 808,580 | $47.2M |
| Bank of America Corp. | 0.00% | Add +1.3% | 797,016 | $46.5M |
| Clearbridge Investments, LLC | 0.04% | Reduce -1.3% | 788,314 | $46.0M |
| Franklin Resources Inc. | 0.01% | Add +21.3% | 689,720 | $40.3M |
| Norges Bank | 0.01% | New | 648,676 | $37.9M |
| Lord, Abbett & Co. LLC | 0.14% | Add +36.0% | 648,347 | $37.9M |
| Wellington Management Group LLP | 0.01% | Reduce -25.9% | 630,609 | $36.8M |
| Prudential Financial Inc. | 0.05% | Reduce -10.0% | 602,495 | $35.2M |
| Nuveen, LLC | 0.01% | — | 601,531 | $35.1M |
| Northern Trust Corp. | 0.00% | Reduce -1.0% | 521,902 | $30.5M |
| Charles Schwab Investment Management Inc. | 0.01% | Add +1.4% | 455,085 | $26.6M |
| Morgan Stanley | 0.00% | Reduce -30.9% | 415,958 | $24.3M |
| Millennium Management | 0.02% | Add +73.6% | 407,561 | $23.8M |
| Fred Alger Management, LLC | 0.13% | Reduce -14.9% | 405,228 | $23.7M |
| TimesSquare Capital Management, LLC | 0.37% | Reduce -10.3% | 398,071 | $23.2M |
| Silvercrest Asset Management Group LLC | 0.15% | Reduce -26.1% | 351,170 | $20.5M |
| New York State Common Retirement Fund | 0.03% | Add +17.4% | 328,876 | $19.2M |
| Qube Research & Technologies Ltd | 0.03% | Add +170.9% | 318,105 | $18.6M |
| Voya Investment Management LLC | 0.02% | Add +214.2% | 311,298 | $18.2M |
| Voloridge Investment Management, LLC | 0.07% | Reduce -9.6% | 306,637 | $17.9M |
| Ameriprise Financial Inc. | 0.00% | Reduce -48.9% | 304,203 | $17.8M |
| Goldman Sachs Group Inc. | 0.00% | Add +2.3% | 279,511 | $16.3M |
| Bank of New York Mellon Corp | 0.00% | Add +61.9% | 264,088 | $15.4M |
| BNP Paribas Financial Markets | 0.01% | Add +13.1% | 222,853 | $13.0M |
| Deutsche Bank AG | 0.01% | Reduce -0.7% | 216,775 | $12.7M |
| Stephens Investment Management Group LLC | 0.16% | Reduce -10.6% | 192,475 | $11.2M |
| Panagora Asset Management Inc. | 0.06% | Add +94.1% | 190,360 | $11.1M |
| Federated Hermes, Inc. | 0.02% | Add +33.0% | 177,794 | $10.4M |
| Zacks Investment Management | 0.10% | Add +10.4% | 175,583 | $10.3M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.00% | Reduce -1.6% | 174,251 | $10.2M |
| Palisades Investment Partners, LLC | 4.95% | Add +1.7% | 168,842 | $9.9M |
| Allianz Asset Management GmbH | 0.01% | New | 163,771 | $9.6M |
| M&G PLC | 0.06% | New | 160,580 | $9.3M |
| Daiichi Life Insurance Co., Ltd. | 0.25% | Reduce -0.7% | 144,006 | $8.4M |
| Woodline Partners LP | 0.05% | Add +233.2% | 143,034 | $8.4M |
| Engineers Gate Manager LP | 0.14% | Add +196.5% | 139,410 | $8.1M |
| Trexquant Investment LP | 0.09% | Add +12.3% | 138,235 | $8.1M |
| Next Century Growth Investors LLC | 0.71% | Reduce -0.4% | 136,679 | $8.0M |
| Renaissance Technologies | 0.01% | Reduce -42.1% | 130,100 | $7.6M |
| Nordea Investment Management AB | 0.01% | Add +17.9% | 124,937 | $7.1M |
| Edgestream Partners, L.P. | 0.22% | New | 112,276 | $6.6M |
| First Trust Advisors LP | 0.01% | Reduce -14.5% | 111,656 | $6.5M |
| JPMorgan Chase & Co. | 0.00% | Reduce -50.7% | 110,245 | $6.4M |
| Quantinno Capital Management LP | 0.04% | New | 106,652 | $6.2M |
| Kornitzer Capital Management Inc. | 0.13% | No change | 105,445 | $6.2M |
| Swiss National Bank | 0.00% | Reduce -0.9% | 105,000 | $6.1M |
| UBS Group AG | 0.00% | Reduce -71.8% | 99,290 | $5.8M |
| George Kaiser Family Foundation | 0.83% | Reduce -18.4% | 97,225 | $5.7M |
| Jasper Ridge Partners, L.P. | 0.17% | No change | 89,993 | $5.3M |
| Alamar Capital Management, LLC | 2.91% | Reduce -4.0% | 83,690 | $4.9M |
| Rhumbline Advisers | 0.00% | Add +7.2% | 78,398 | $4.6M |
| Susquehanna International Group, LLP | 0.01% | Add +126.2% | 73,624 | $4.3M |
| Barclays PLC | 0.00% | Reduce -41.1% | 72,521 | $4.2M |
| Wells Fargo & Company | 0.00% | Add +136.0% | 72,231 | $4.2M |
| Asset Management One Co., Ltd. | 0.01% | Reduce -0.3% | 70,899 | $4.1M |
| F/m Investments LLC | 0.16% | Reduce -1.9% | 70,549 | $4.1M |
| Nicholas Company, Inc. | 0.07% | Reduce -0.1% | 70,502 | $4.1M |
| Royce & Associates LP | 0.04% | New | 70,345 | $4.1M |
| Raymond James Financial Inc. | 0.00% | Reduce -66.7% | 66,982 | $3.9M |
| Connor, Clark & Lunn Investment Management Ltd. | 0.02% | Reduce -57.4% | 65,424 | $3.8M |
| Dark Forest Capital Management LP | 0.17% | New | 64,849 | $3.8M |
| Squarepoint Ops LLC | 0.01% | New | 64,202 | $3.7M |
| Victory Capital Management Inc. | 0.00% | Add +629.2% | 63,089 | $3.7M |
| Legal & General Group Plc | 0.00% | Add +0.5% | 61,250 | $3.6M |
| California State Teachers Retirement System | 0.00% | Add +6.5% | 53,605 | $3.1M |
| Sei Investments Co. | 0.00% | Reduce -36.6% | 53,562 | $3.1M |
| Envestnet Asset Management Inc. | 0.00% | Reduce -2.4% | 45,518 | $2.7M |
| Citigroup Inc. | 0.00% | Reduce -4.7% | 45,044 | $2.6M |
| D. E. Shaw & Co. | 0.00% | Reduce -84.2% | 44,933 | $2.6M |
| Kennedy Capital Management LLC | 0.06% | New | 43,066 | $2.5M |
| T. Rowe Price Associates Inc. | 0.00% | Reduce -73.3% | 40,868 | $2.4M |
| Teacher Retirement System of Texas | 0.01% | Reduce -46.5% | 35,580 | $2.1M |
| Lazard Asset Management LLC | 0.00% | Add +20.4% | 34,869 | $2.0M |
| Informed Momentum Co LLC | 0.34% | Reduce -53.8% | 33,896 | $2.0M |
| Manufacturers Life Insurance Company, The | 0.00% | Add +10.5% | 33,708 | $2.0M |
| Intech Investment Management LLC | 0.02% | Add +89.1% | 32,017 | $1.9M |
| TD Asset Management Inc | 0.00% | Reduce -57.6% | 31,854 | $1.9M |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | 0.00% | Add +4.5% | 31,737 | $1.9M |
| MetLife Investment Management, LLC | 0.01% | Reduce -1.5% | 31,621 | $1.8M |
| AQR Capital Management | 0.00% | Add +60.9% | 30,969 | $1.8M |
| State of New Jersey Common Pension Fund D | 0.01% | Reduce -19.1% | 29,355 | $1.7M |
| Verition Fund Management LLC | 0.01% | Add +235.5% | 28,492 | $1.7M |
| Susquehanna Fundamental Investments, LLC | 0.03% | No change | 27,644 | $1.6M |
| Corebridge Financial, Inc. | 0.01% | Reduce -1.5% | 26,128 | $1.5M |
| Corient Private Wealth LP | 0.00% | Reduce -19.3% | 24,608 | $1.4M |
| Rezny Wealth Management, Inc. | 0.40% | New | 24,195 | $1.4M |
| Janus Henderson Group PLC | 0.00% | No change | 22,673 | $1.4M |
| Jackson Creek Investment Advisors LLC | 0.43% | Reduce -0.1% | 23,268 | $1.4M |
| Sterling Capital Management LLC | 0.02% | Reduce -43.6% | 21,891 | $1.3M |
| Comerica Bank | 0.01% | Reduce -38.8% | 21,274 | $1.2M |
| Amundi | 0.00% | Reduce -30.9% | 22,538 | $1.2M |
| State of Wisconsin Investment Board | 0.00% | Add +98.8% | 20,915 | $1.2M |
| LPL Financial LLC | 0.00% | Reduce -0.3% | 20,640 | $1.2M |
| Teachers Retirement System of the State of Kentucky | 0.01% | Reduce -20.1% | 19,328 | $1.1M |
| Fieldview Capital Management, LLC | 0.16% | Reduce -32.5% | 18,922 | $1.1M |
| Townsquare Capital LLC | 0.01% | New | 17,723 | $1.0M |
| STRS Ohio | 0.00% | Add +51.3% | 17,400 | $1.0M |
| Magnetar Financial LLC | 0.01% | New | 16,036 | $936K |
| Fox Run Management, L.L.C. | 0.14% | Add +122.1% | 15,834 | $924K |
| Jefferies Financial Group Inc. | 0.02% | New | 15,822 | $924K |
| Arizona State Retirement System | 0.01% | Reduce -0.7% | 15,510 | $905K |
| Keybank National Association | 0.00% | No change | 14,962 | $873K |
| Hennion & Walsh Asset Management, Inc. | 0.04% | Reduce -0.9% | 14,844 | $867K |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 0.00% | Add +6.8% | 14,802 | $864K |
| Truvestments Capital LLC | 0.19% | New | 14,683 | $857K |
| Natixis Advisors, LLC | 0.00% | Reduce -0.9% | 14,197 | $829K |
| Creative Planning | 0.00% | Add +185.7% | 14,018 | $818K |
| Diversify Advisory Services, LLC | 0.05% | New | 15,000 | $818K |
| HighTower Advisors, LLC | 0.00% | Reduce -53.9% | 13,808 | $806K |
| Thoroughbred Financial Services, LLC | 0.05% | Add +128.0% | 13,768 | $803K |
| Stifel Financial Corp. | 0.00% | Add +2.3% | 13,012 | $760K |
| Jump Financial, LLC | 0.01% | New | 12,955 | $756K |
| MML Investors Services, LLC | 0.00% | New | 12,936 | $755K |
| Handelsbanken Fonder AB | 0.00% | No change | 12,800 | $747K |
| Ofi Invest Asset Management | 0.02% | Add +721.8% | 13,560 | $733K |
| Versor Investments LP | 0.12% | New | 12,142 | $709K |
| Commerce Bank | 0.00% | Reduce -20.5% | 12,006 | $701K |
| Cibc World Markets Corp. | 0.01% | Add +137.2% | 11,834 | $691K |
| Police & Firemen's Retirement System of New Jersey | 0.01% | Add +3.5% | 11,729 | $685K |
| ProShare Advisors LLC | 0.00% | Reduce -23.1% | 11,546 | $674K |
| Malaga Cove Capital, LLC | 0.29% | No change | 11,545 | $674K |
| Royal Bank of Canada | 0.00% | Reduce -48.0% | 11,513 | $672K |
| Elo Mutual Pension Insurance Co | 0.01% | New | 11,245 | $656K |
| KLP Kapitalforvaltning As | 0.00% | No change | 10,500 | $613K |
| Allspring Global Investments Holdings, LLC | 0.00% | Add +54.0% | 9,891 | $588K |
| Graham Capital Management, L.P. | 0.03% | Reduce -7.6% | 10,000 | $584K |
| Harvest Fund Management Co., Ltd | 0.03% | Add +1.4% | 10,000 | $582K |
| Fiduciary Trust Co | 0.01% | New | 9,026 | $527K |
| Schonfeld Strategic Advisors LLC | 0.00% | Reduce -2.0% | 9,011 | $526K |
| MRA Advisory Group | 0.28% | New | 8,956 | $523K |
| Virtus Advisers, LLC | 0.35% | New | 8,928 | $521K |
| Algert Global LLC | 0.01% | Reduce -67.5% | 8,854 | $517K |
| Acadian Asset Management LLC | 0.00% | Reduce -93.3% | 8,814 | $514K |
| HSBC Holdings PLC | 0.00% | Add +3.5% | 8,001 | $465K |
| DC Investments Management, LLC | 0.24% | New | 7,832 | $457K |
| Pictet Asset Management Holding SA | 0.00% | No change | 7,699 | $449K |
| Tudor Investment Corporation | 0.00% | New | 7,638 | $446K |
| Diversified Trust Co. | 0.01% | Add +79.5% | 7,389 | $431K |
| Occudo Quantitative Strategies LP | 0.06% | Add +57.7% | 7,197 | $431K |
| State Board of Administration of Florida Retirement System | 0.00% | No change | 7,200 | $420K |
| Counterpoint Mutual Funds LLC | 0.06% | Reduce -76.6% | 6,757 | $394K |
| Atria Investments, Inc | 0.01% | Add +63.0% | 6,667 | $389K |
| Vident Advisory, LLC | 0.01% | Reduce -13.1% | 6,643 | $388K |
| Bantamac Capital, LLC | 0.18% | New | 6,481 | $378K |
| Walleye Capital LLC | 0.00% | New | 6,386 | $373K |
| Public Employees Retirement Association of Colorado | 0.00% | New | 6,377 | $372K |
| Natixis | 0.00% | Reduce -12.1% | 6,174 | $359K |
| SG Americas Securities, LLC | 0.00% | Add +143.0% | 6,017 | $351K |
| Janney Montgomery Scott LLC | 0.00% | Add +0.1% | 5,908 | $345K |
| Cetera Investment Advisers | 0.00% | Add +31.5% | 5,799 | $339K |
| PNC Financial Services Group, Inc. | 0.00% | Reduce -15.4% | 5,770 | $337K |
| Caxton Associates LLP | 0.01% | — | 5,594 | $327K |
| Voleon Capital Management LP | 0.03% | Reduce -80.4% | 5,584 | $326K |
| Truist Financial Corp. | 0.00% | Add +0.6% | 5,473 | $320K |
| Ameritas Investment Partners, Inc. | 0.01% | Reduce -3.3% | 5,395 | $315K |
| Los Angeles Capital Management LLC | 0.00% | Reduce -32.1% | 5,024 | $293K |
| Sanctuary Advisors, LLC | 0.00% | Add +2.4% | 4,925 | $288K |
| Venturi Wealth Management, LLC | 0.01% | No change | 4,761 | $278K |
| OP Asset Management Ltd | 0.00% | — | 4,689 | $274K |
| Shell Asset Management Co. | 0.01% | Reduce -2.7% | 4,508 | $263K |
| Kestra Private Wealth Services, LLC | 0.00% | New | 4,377 | $256K |
| FORA Capital, LLC | 0.03% | Reduce -17.4% | 4,348 | $254K |
| Envestnet Portfolio Solutions, Inc. | 0.00% | Reduce -28.0% | 4,274 | $250K |
| Principal Financial Group Inc. | 0.00% | Reduce -6.1% | 4,262 | $249K |
| Xponance LLC | 0.00% | Add +11.8% | 4,246 | $248K |
| State of Wyoming | 0.03% | Reduce -29.3% | 3,858 | $225K |
| Freedom Investment Management, Inc. | 0.02% | New | 3,824 | $223K |
| Menard Financial Group LLC | 0.14% | Add +12.3% | 3,798 | $217K |
| Virtu Financial LLC | 0.01% | Reduce -34.8% | 3,699 | $216K |
| Captrust Financial Advisors | 0.00% | Reduce -20.7% | 3,563 | $208K |
| Simplex Trading, LLC | 0.01% | Add +222.8% | 3,186 | $185K |
| Osaic Holdings, Inc. | 0.00% | Reduce -91.6% | 2,869 | $167K |
| KBC Group NV | 0.00% | Reduce -0.3% | 2,634 | $154K |
| Delta Asset Management LLC | 0.01% | No change | 2,599 | $152K |
| Steward Partners Investment Advisory, LLC | 0.00% | Reduce -15.4% | 2,508 | $146K |
| Huntington National Bank | 0.00% | Add +53.4% | 2,261 | $132K |
| Archer Investment Corp | 0.03% | New | 2,165 | $126K |
| Allworth Financial LP | 0.00% | Add +1.2% | 2,141 | $116K |
| Advisors Asset Management, Inc. | 0.00% | Add +1.2% | 1,988 | $116K |
| Covestor Ltd | 0.08% | Reduce -5.6% | 1,965 | $115K |
| Amalgamated Bank | 0.00% | Add +0.3% | 1,825 | $107K |
| Walleye Trading LLC | 0.00% | New | 1,610 | $94K |
| Coldstream Capital Management Inc. | 0.00% | New | 1,466 | $86K |
| Assetmark, Inc. | 0.00% | Reduce -19.7% | 1,327 | $77K |
| Wilmington Savings Fund Society, FSB | 0.00% | Add +5.7% | 1,124 | $66K |
| Financial Management Professionals, Inc. | 0.01% | Reduce -7.9% | 1,087 | $63K |
| Cwm, LLC | 0.00% | Add +27.0% | 1,003 | $59K |
| Blue Trust, Inc. | 0.00% | Add +9.7% | 984 | $57K |
| Tower Research Capital LLC (TRC) | 0.00% | Add +16.0% | 957 | $56K |
| Nisa Investment Advisors, LLC | 0.00% | Add +414.7% | 803 | $47K |
| Quarry LP | 0.01% | Add +1155.4% | 703 | $41K |
| Canada Pension Plan Investment Board | 0.00% | Add +133.3% | 700 | $41K |
| BI Asset Management Fondsmaeglerselskab A/S | 0.00% | New | 623 | $36K |
| Russell Investments Group, Ltd. | 0.00% | Reduce -93.0% | 600 | $35K |
| Johnson Financial Group, Inc. | 0.00% | Reduce -30.3% | 576 | $34K |
| Farther Finance Advisors, LLC | 0.00% | Add +74.2% | 526 | $31K |
| Arax Advisory Partners | 0.00% | Add +1466.7% | 517 | $30K |
| First Horizon Advisors, Inc. | 0.00% | Add +13.6% | 494 | $29K |
| Opal Wealth Advisors, LLC | 0.01% | New | 405 | $24K |
| Manchester Capital Management LLC | 0.00% | New | 400 | $23K |
| Raleigh Capital Management Inc. | 0.01% | Reduce -3.3% | 379 | $22K |
| Wayfinding Financial, LLC | 0.01% | New | 386 | $22K |
| Quadrant Capital Group LLC | 0.00% | Reduce -15.6% | 336 | $20K |
| GAMMA Investing LLC | 0.00% | Add +72.2% | 303 | $18K |
| EverSource Wealth Advisors, LLC | 0.00% | Reduce -4.2% | 277 | $16K |
| SBI Securities Co., Ltd. | 0.00% | Reduce -53.7% | 229 | $13K |
| Private Trust Co. NA | 0.00% | Reduce -10.4% | 223 | $13K |
| Smartleaf Asset Management LLC | 0.00% | Add +44.9% | 213 | $13K |
| Harbour Investments, Inc. | 0.00% | Add +37.4% | 213 | $12K |
| Versant Capital Management, Inc | 0.00% | New | 192 | $11K |
| MCF Advisors LLC | 0.00% | No change | 170 | $10K |
| Northwestern Mutual Wealth Management Co. | 0.00% | Add +1975.0% | 166 | $10K |
| Summit Securities Group LLC | 0.01% | New | 159 | $9K |
| REAP Financial Group, LLC | 0.00% | Add +55.7% | 151 | $9K |
| US Bancorp \de | 0.00% | Add +16.7% | 147 | $9K |
| Hexagon Capital Partners LLC | 0.00% | Reduce -0.7% | 145 | $8K |
| Caitong International Asset Management Co., Ltd | 0.01% | New | 141 | $8K |
| CoreCap Advisors, LLC | 0.00% | Reduce -86.0% | 139 | $8K |
| Lindbrook Capital, LLC | 0.00% | Add +3.8% | 137 | $8K |
| Mather Group, Llc. | 0.00% | New | 135 | $8K |
| Jones Financial Companies LLLP | 0.00% | Add +51.8% | 129 | $8K |
| Hillsdale Investment Management Inc. | 0.00% | No change | 120 | $7K |
| Rise Advisors, LLC | 0.00% | New | 119 | $7K |
| Optiver Holding B.V. | 0.00% | New | 119 | $7K |
| Federation des caisses Desjardins du Quebec | 0.00% | New | 104 | $6K |
| Washington Trust Advisors, Inc. | 0.00% | Add +51.8% | 85 | $5K |
| LRI Investments, LLC | 0.00% | No change | 77 | $5K |
| Rothschild Investment LLC | 0.00% | Add +50.0% | 75 | $4K |
| Principal Securities, Inc. | 0.00% | No change | 65 | $4K |
| MassMutual Private Wealth & Trust, FSB | 0.00% | Reduce -52.8% | 60 | $4K |
| Blue Bell Private Wealth Management, LLC | 0.00% | New | 53 | $3K |
| WPG Advisers, LLC | 0.00% | Add +372.7% | 52 | $3K |
| Parallel Advisors, LLC | 0.00% | Reduce -1.9% | 51 | $3K |
| Cullen/Frost Bankers, Inc. | 0.00% | No change | 36 | $2K |
| Bessemer Group Inc. | 0.00% | Reduce -12.5% | 35 | $2K |
| Bellevue Asset Management, LLC | 0.00% | Add +52.4% | 32 | $2K |
| Brooklyn Investment Group | 0.00% | New | 31 | $2K |
| Sierra Ocean, LLC | 0.00% | No change | 30 | $2K |
| Bogart Wealth, LLC | 0.00% | Reduce -55.9% | 26 | $2K |
| Continuum Advisory, LLC | 0.00% | Add +47.1% | 25 | $1K |
| Concord Wealth Partners | 0.00% | No change | 22 | $1K |
| Whipplewood Advisors, LLC | 0.00% | Add +143.3% | 73 | $1K |
| Parkside Financial Bank & Trust | 0.00% | New | 20 | $1K |
| Stephens Consulting, LLC | 0.00% | New | 15 | $876 |
| Toth Financial Advisory Corp. | 0.00% | No change | 15 | $876 |
| Signaturefd, LLC | 0.00% | No change | 13 | $759 |
| Larson Financial Group LLC | 0.00% | New | 12 | $701 |
| ORG Partners LLC | 0.00% | New | 10 | $594 |
| Bell Investment Advisors, Inc | 0.00% | No change | 7 | $409 |
| IFP Advisors, Inc | 0.00% | Reduce -99.7% | 1 | $58 |
| Capital Advisors, Ltd. LLC | 0.00% | No change | 3 | $0 |
"% of holder's portfolio" is INTA's weight in each manager's 13F, not the share of Intapp Inc. the manager owns.