IntappINTA
13F holders, Q2 2025 (June 30)282holders +12
42new positions
29sold out
7famous investors
$51.62avg. 13F price*
At the end of Q2 2025, 282 institutions reported holding Intapp Inc. (INTA) in their 13F filings, up 12 from Q1 2025. 42 opened new positions and 29 sold out. The largest holders were Temasek Holdings (Private) Ltd ($885.1M), Vanguard Group Inc. ($349.9M) and BlackRock, Inc. ($233.6M). 7 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 Q1 2025 → Q2 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 42 | $81.5M |
| Exits | 29 | $19.2M |
All 13F filers, Q1 2025 → Q2 2025: 5,679,627 shares bought and 3,998,211 shares sold, net +1,681,416 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 282 holders
| Temasek Holdings (Private) Ltd | 3.43% | No change | 17,146,805 | $885.1M |
| Vanguard Group Inc. | 0.01% | Add +1.9% | 6,779,201 | $349.9M |
| BlackRock, Inc. | 0.00% | Reduce -1.1% | 4,525,622 | $233.6M |
| Baron Capital (BAMCO) | 0.38% | Add +7.5% | 2,699,877 | $139.4M |
| Capital World Investors | 0.02% | Add +1.6% | 2,548,255 | $131.5M |
| FMR LLC | 0.01% | Add +5.3% | 1,829,617 | $94.4M |
| Alliancebernstein L.P. | 0.03% | Reduce -5.4% | 1,685,905 | $87.0M |
| T. Rowe Price Investment Management, Inc. | 0.05% | Add +6.1% | 1,665,966 | $86.0M |
| Jennison Associates LLC | 0.05% | Add +5.3% | 1,631,528 | $84.2M |
| Luxor Capital Group, LP | 10.88% | Reduce -3.8% | 1,598,828 | $82.5M |
| Invesco Ltd. | 0.01% | Reduce -29.6% | 1,479,069 | $76.3M |
| Geode Capital Management, LLC | 0.01% | Add +4.3% | 1,387,293 | $71.6M |
| Praesidium Investment Management Company, LLC | 12.57% | Add +1.8% | 1,381,392 | $71.3M |
| Artisan Partners Limited Partnership | 0.10% | Add +25.5% | 1,331,580 | $68.7M |
| State Street Corp. | 0.00% | Add +6.3% | 1,299,957 | $67.1M |
| Bank of America Corp. | 0.01% | Add +55.8% | 1,241,794 | $64.1M |
| Loomis Sayles & Co. L P | 0.08% | Reduce -15.9% | 1,222,993 | $63.1M |
| Fuller & Thaler Asset Management, Inc. | 0.19% | Add +5.6% | 1,023,208 | $52.8M |
| GW&K Investment Management, LLC | 0.45% | Reduce -8.9% | 972,591 | $50.2M |
| Clearbridge Investments, LLC | 0.03% | Add +1.6% | 800,612 | $41.3M |
| Wellington Management Group LLP | 0.01% | Add +23.1% | 776,164 | $40.1M |
| Westfield Capital Management Co. LP | 0.16% | New | 748,884 | $38.7M |
| Franklin Resources Inc. | 0.01% | Add +1.9% | 703,158 | $36.3M |
| Norges Bank | 0.00% | Add +4.8% | 679,609 | $35.1M |
| Northern Trust Corp. | 0.00% | Add +0.6% | 524,776 | $27.1M |
| Nuveen, LLC | 0.01% | Reduce -13.3% | 521,631 | $26.9M |
| Millennium Management | 0.02% | Add +27.4% | 519,258 | $26.8M |
| Charles Schwab Investment Management Inc. | 0.00% | Add +13.4% | 516,294 | $26.7M |
| Dimensional Fund Advisors LP | 0.01% | Reduce -36.4% | 514,340 | $26.6M |
| TimesSquare Capital Management, LLC | 0.38% | Add +28.9% | 513,250 | $26.5M |
| Arrowstreet Capital, Limited Partnership | 0.02% | Reduce -46.0% | 467,232 | $24.1M |
| Voya Investment Management LLC | 0.03% | Add +37.1% | 426,947 | $22.0M |
| New York State Common Retirement Fund | 0.03% | Add +24.2% | 408,502 | $21.1M |
| Qube Research & Technologies Ltd | 0.03% | Add +24.7% | 396,615 | $20.5M |
| Bank of New York Mellon Corp | 0.00% | Add +47.5% | 389,548 | $20.1M |
| Goldman Sachs Group Inc. | 0.00% | Add +39.2% | 389,015 | $20.1M |
| Silvercrest Asset Management Group LLC | 0.13% | Add +5.5% | 370,382 | $19.1M |
| Prudential Financial Inc. | 0.02% | Reduce -40.5% | 358,670 | $18.5M |
| Lord, Abbett & Co. LLC | 0.06% | Reduce -49.0% | 330,872 | $17.1M |
| Fred Alger Management, LLC | 0.06% | Reduce -31.9% | 275,753 | $14.2M |
| Ameriprise Financial Inc. | 0.00% | Reduce -14.9% | 258,919 | $13.4M |
| Morgan Stanley | 0.00% | Reduce -38.1% | 257,588 | $13.3M |
| D. E. Shaw & Co. | 0.01% | Add +454.4% | 249,116 | $12.9M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.00% | Add +33.5% | 232,584 | $12.0M |
| Renaissance Technologies | 0.02% | Add +73.6% | 225,900 | $11.7M |
| Envestnet Asset Management Inc. | 0.00% | Add +391.3% | 223,635 | $11.5M |
| Deutsche Bank AG | 0.00% | Reduce -2.9% | 210,401 | $10.9M |
| Panagora Asset Management Inc. | 0.05% | Add +7.0% | 203,675 | $10.5M |
| Macquarie Group Ltd. | 0.01% | New | 193,811 | $10.0M |
| Federated Hermes, Inc. | 0.02% | Add +0.4% | 178,552 | $9.2M |
| Engineers Gate Manager LP | 0.11% | Add +26.7% | 176,583 | $9.1M |
| Zacks Investment Management | 0.08% | Add +0.0% | 175,603 | $9.1M |
| Edgestream Partners, L.P. | 0.24% | Add +52.0% | 170,633 | $8.8M |
| Allianz Asset Management GmbH | 0.01% | Add +0.2% | 164,081 | $8.5M |
| Palisades Investment Partners, LLC | 3.70% | Reduce -2.8% | 164,059 | $8.5M |
| M&G PLC | 0.05% | Add +0.0% | 160,589 | $8.4M |
| Jump Financial, LLC | 0.10% | Add +1117.3% | 157,707 | $8.1M |
| Trexquant Investment LP | 0.09% | Add +13.6% | 157,001 | $8.1M |
| Twinbeech Capital LP | 0.18% | New | 152,164 | $7.9M |
| Voloridge Investment Management, LLC | 0.03% | Reduce -50.5% | 151,708 | $7.8M |
| Next Century Growth Investors LLC | 0.53% | Reduce -2.5% | 133,271 | $6.9M |
| UBS Group AG | 0.00% | Add +24.8% | 123,897 | $6.4M |
| Nordea Investment Management AB | 0.01% | Reduce -0.0% | 124,885 | $6.4M |
| Stephens Investment Management Group LLC | 0.08% | Reduce -35.8% | 123,499 | $6.4M |
| Squarepoint Ops LLC | 0.01% | Add +81.1% | 116,269 | $6.0M |
| Barclays PLC | 0.00% | Add +55.3% | 112,621 | $5.8M |
| BNP Paribas Financial Markets | 0.00% | Reduce -51.1% | 108,993 | $5.6M |
| Swiss National Bank | 0.00% | Add +1.1% | 106,100 | $5.5M |
| Kornitzer Capital Management Inc. | 0.11% | No change | 105,445 | $5.4M |
| George Kaiser Family Foundation | 0.77% | Add +5.8% | 102,865 | $5.3M |
| Victory Capital Management Inc. | 0.00% | Add +61.6% | 101,965 | $5.3M |
| Nicholas Company, Inc. | 0.08% | Add +36.0% | 95,867 | $4.9M |
| Jasper Ridge Partners, L.P. | 0.12% | No change | 89,993 | $4.6M |
| Quantinno Capital Management LP | 0.02% | Reduce -16.6% | 89,000 | $4.6M |
| Wells Fargo & Company | 0.00% | Add +22.2% | 88,249 | $4.6M |
| Rhumbline Advisers | 0.00% | Add +9.2% | 85,641 | $4.4M |
| Susquehanna International Group, LLP | 0.01% | Add +11.8% | 82,312 | $4.2M |
| Alamar Capital Management, LLC | 2.27% | Reduce -3.1% | 81,080 | $4.2M |
| Y-Intercept (Hong Kong) Ltd | 0.10% | New | 80,846 | $4.2M |
| JPMorgan Chase & Co. | 0.00% | Reduce -31.4% | 75,639 | $3.9M |
| First Trust Advisors LP | 0.00% | Reduce -34.4% | 73,232 | $3.8M |
| F/m Investments LLC | 0.13% | Add +0.2% | 70,717 | $3.7M |
| Legal & General Group Plc | 0.00% | Add +10.7% | 67,830 | $3.5M |
| Daiichi Life Insurance Co., Ltd. | 0.09% | Reduce -54.9% | 65,016 | $3.4M |
| Comerica Bank | 0.01% | Add +191.9% | 62,091 | $3.2M |
| California State Teachers Retirement System | 0.00% | Add +0.4% | 53,819 | $2.8M |
| Graham Capital Management, L.P. | 0.08% | Add +433.4% | 53,344 | $2.8M |
| Kennedy Capital Management LLC | 0.06% | Add +17.8% | 50,746 | $2.6M |
| Sei Investments Co. | 0.00% | Reduce -8.4% | 49,083 | $2.5M |
| Harbor Capital Advisors, Inc. | 0.10% | New | 48,234 | $2.5M |
| Citadel Advisors | 0.00% | New | 47,326 | $2.4M |
| T. Rowe Price Associates Inc. | 0.00% | Add +13.6% | 46,406 | $2.4M |
| Verition Fund Management LLC | 0.01% | Add +54.2% | 43,933 | $2.3M |
| Raymond James Financial Inc. | 0.00% | Reduce -34.8% | 43,693 | $2.3M |
| Lazard Asset Management LLC | 0.00% | Add +21.8% | 42,457 | $2.2M |
| Stifel Financial Corp. | 0.00% | Add +221.7% | 41,860 | $2.2M |
| Woodline Partners LP | 0.01% | Reduce -70.8% | 41,819 | $2.2M |
| Principal Financial Group Inc. | 0.00% | Add +877.1% | 41,644 | $2.1M |
| TD Asset Management Inc | 0.00% | Add +26.2% | 40,204 | $2.1M |
| MML Investors Services, LLC | 0.01% | Add +208.1% | 39,849 | $2.1M |
| Teacher Retirement System of Texas | 0.01% | Add +4.5% | 37,184 | $1.9M |
| Intech Investment Management LLC | 0.02% | Add +13.7% | 36,399 | $1.9M |
| Capital Fund Management S.A. | 0.02% | New | 35,608 | $1.8M |
| Quantbot Technologies LP | 0.05% | New | 35,216 | $1.8M |
| Fox Run Management, L.L.C. | 0.30% | Add +121.0% | 34,988 | $1.8M |
| Schonfeld Strategic Advisors LLC | 0.01% | Add +287.1% | 34,880 | $1.8M |
| State of New Jersey Common Pension Fund D | 0.01% | Add +13.7% | 33,388 | $1.7M |
| MetLife Investment Management, LLC | 0.01% | Add +5.0% | 33,219 | $1.7M |
| Connor, Clark & Lunn Investment Management Ltd. | 0.01% | Reduce -49.4% | 33,100 | $1.7M |
| LPL Financial LLC | 0.00% | Add +56.9% | 32,385 | $1.7M |
| Manufacturers Life Insurance Company, The | 0.00% | Reduce -4.0% | 32,378 | $1.7M |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | 0.00% | Reduce -4.2% | 30,404 | $1.6M |
| Asset Management One Co., Ltd. | 0.00% | Reduce -58.0% | 29,741 | $1.5M |
| Jefferies Financial Group Inc. | 0.03% | Add +82.2% | 28,826 | $1.5M |
| Rezny Wealth Management, Inc. | 0.36% | Add +18.8% | 28,732 | $1.5M |
| Dynamic Technology Lab Private Ltd | 0.20% | New | 27,919 | $1.4M |
| Citigroup Inc. | 0.00% | Reduce -39.4% | 27,278 | $1.4M |
| Walleye Capital LLC | 0.01% | Add +325.0% | 27,140 | $1.4M |
| Jackson Creek Investment Advisors LLC | 0.37% | Add +15.0% | 26,752 | $1.4M |
| Acadian Asset Management LLC | 0.00% | Add +198.5% | 26,313 | $1.4M |
| Occudo Quantitative Strategies LP | 0.15% | Add +264.1% | 26,202 | $1.4M |
| Truist Financial Corp. | 0.00% | Add +378.5% | 26,188 | $1.4M |
| Level Four Advisory Services, LLC | 0.05% | New | 25,761 | $1.3M |
| Knights of Columbus Asset Advisors LLC | 0.07% | New | 23,610 | $1.2M |
| Janus Henderson Group PLC | 0.00% | No change | 22,673 | $1.2M |
| Sterling Capital Management LLC | 0.02% | Add +0.4% | 21,969 | $1.1M |
| Amundi | 0.00% | Add +0.4% | 22,631 | $1.1M |
| Osaic Holdings, Inc. | 0.00% | Add +610.4% | 20,382 | $1.1M |
| AQR Capital Management | 0.00% | Reduce -37.5% | 19,364 | $1000K |
| Teachers Retirement System of the State of Kentucky | 0.01% | No change | 19,328 | $998K |
| STRS Ohio | 0.00% | Add +10.3% | 19,200 | $991K |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 0.00% | Add +29.0% | 19,090 | $985K |
| Truvestments Capital LLC | 0.18% | Add +17.4% | 17,236 | $890K |
| Handelsbanken Fonder AB | 0.00% | Add +32.0% | 16,900 | $872K |
| Cetera Investment Advisers | 0.00% | Add +180.0% | 16,235 | $838K |
| Arizona State Retirement System | 0.00% | Add +4.5% | 16,209 | $837K |
| Elo Mutual Pension Insurance Co | 0.02% | Add +33.9% | 15,056 | $777K |
| Keybank National Association | 0.00% | No change | 14,962 | $772K |
| Hennion & Walsh Asset Management, Inc. | 0.03% | Reduce -1.6% | 14,606 | $754K |
| State of Wisconsin Investment Board | 0.00% | Reduce -35.5% | 13,487 | $696K |
| Marshall Wace, LLP | 0.00% | New | 13,422 | $693K |
| Tudor Investment Corporation | 0.01% | Add +69.4% | 12,941 | $668K |
| Corient Private Wealth LP | 0.00% | Reduce -47.6% | 12,894 | $666K |
| Police & Firemen's Retirement System of New Jersey | 0.01% | Add +4.0% | 12,192 | $629K |
| Commerce Bank | 0.00% | No change | 12,006 | $620K |
| Centiva Capital, LP | 0.04% | New | 11,723 | $605K |
| KLP Kapitalforvaltning As | 0.00% | Add +11.4% | 11,700 | $604K |
| Versor Investments LP | 0.10% | Reduce -5.3% | 11,498 | $594K |
| Malaga Cove Capital, LLC | 0.23% | Reduce -0.6% | 11,473 | $592K |
| ProShare Advisors LLC | 0.00% | Reduce -1.5% | 11,376 | $587K |
| Natixis Advisors, LLC | 0.00% | Reduce -20.0% | 11,353 | $586K |
| Benjamin Edwards Inc. | 0.01% | New | 11,212 | $579K |
| Aigen Investment Management, LP | 0.08% | New | 11,131 | $575K |
| PNC Financial Services Group, Inc. | 0.00% | Add +83.3% | 10,574 | $546K |
| Park Avenue Securities LLC | 0.00% | New | 9,668 | $499K |
| Creative Planning | 0.00% | Reduce -31.7% | 9,580 | $495K |
| Oak Associates Ltd. | 0.03% | New | 9,498 | $490K |
| Fiduciary Trust Co | 0.01% | No change | 9,026 | $466K |
| Virtus Advisers, LLC | 0.29% | No change | 8,928 | $461K |
| Algert Global LLC | 0.01% | No change | 8,854 | $457K |
| Tower Research Capital LLC (TRC) | 0.01% | Add +765.9% | 8,287 | $428K |
| Allspring Global Investments Holdings, LLC | 0.00% | Reduce -17.3% | 8,185 | $423K |
| Brevan Howard Capital Management LP | 0.00% | New | 8,123 | $419K |
| Balyasny Asset Management L.P. | 0.00% | New | 7,972 | $412K |
| Atria Investments, Inc | 0.00% | Add +19.4% | 7,960 | $411K |
| Royal Bank of Canada | 0.00% | Reduce -31.3% | 7,908 | $408K |
| DC Investments Management, LLC | 0.17% | No change | 7,832 | $404K |
| Diversified Trust Co. | 0.01% | Add +5.5% | 7,798 | $403K |
| Counterpoint Mutual Funds LLC | 0.04% | Add +15.2% | 7,782 | $402K |
| AlphaQuest LLC | 0.04% | New | 7,621 | $393K |
| Los Angeles Capital Management LLC | 0.00% | Add +50.9% | 7,579 | $391K |
| Pictet Asset Management Holding SA | 0.00% | Reduce -3.1% | 7,459 | $385K |
| OP Asset Management Ltd | 0.01% | Add +58.6% | 7,436 | $384K |
| Virtu Financial LLC | 0.02% | Add +97.7% | 7,314 | $378K |
| State Board of Administration of Florida Retirement System | 0.00% | No change | 7,200 | $372K |
| HSBC Holdings PLC | 0.00% | Reduce -9.3% | 7,253 | $371K |
| Janney Montgomery Scott LLC | 0.00% | Add +19.3% | 7,050 | $364K |
| Fieldview Capital Management, LLC | 0.05% | Reduce -63.5% | 6,913 | $357K |
| Cibc World Markets Corp. | 0.00% | Reduce -42.2% | 6,835 | $353K |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 0.00% | New | 6,758 | $349K |
| FORA Capital, LLC | 0.04% | Add +51.3% | 6,580 | $340K |
| Kestra Private Wealth Services, LLC | 0.00% | Add +46.9% | 6,430 | $332K |
| Public Employees Retirement Association of Colorado | 0.00% | No change | 6,377 | $329K |
| MQS Management LLC | 0.18% | New | 6,291 | $325K |
| Campbell & CO Investment Adviser LLC | 0.02% | New | 6,288 | $325K |
| Principal Securities, Inc. | 0.01% | Add +9552.3% | 6,274 | $324K |
| Capstone Investment Advisors, LLC | 0.00% | New | 6,231 | $322K |
| DRW Securities, LLC | 0.02% | New | 6,222 | $321K |
| Caxton Associates LLP | 0.01% | Add +6.9% | 5,982 | $309K |
| Entropy Technologies, LP | 0.02% | New | 5,878 | $303K |
| Vident Advisory, LLC | 0.00% | Reduce -12.0% | 5,847 | $302K |
| Magnetar Financial LLC | 0.00% | Reduce -64.0% | 5,779 | $298K |
| Ameritas Investment Partners, Inc. | 0.01% | Add +5.0% | 5,664 | $292K |
| Polen Capital Management LLC | 0.00% | New | 5,595 | $289K |
| Natixis | 0.00% | Reduce -10.9% | 5,501 | $282K |
| Sanctuary Advisors, LLC | 0.00% | Add +8.5% | 5,342 | $276K |
| PharVision Advisers, LLC | 0.37% | New | 5,025 | $259K |
| Headlands Technologies LLC | 0.03% | New | 4,863 | $251K |
| Envestnet Portfolio Solutions, Inc. | 0.00% | Add +13.6% | 4,857 | $251K |
| Venturi Wealth Management, LLC | 0.01% | No change | 4,761 | $246K |
| Sowell Financial Services LLC | 0.01% | New | 4,666 | $241K |
| Freedom Investment Management, Inc. | 0.02% | Add +16.6% | 4,458 | $230K |
| Xponance LLC | 0.00% | Add +2.3% | 4,344 | $224K |
| Walleye Trading LLC | 0.01% | Add +164.6% | 4,260 | $220K |
| Olympiad Research LP | 0.33% | New | 3,879 | $200K |
| Shell Asset Management Co. | 0.01% | Reduce -16.1% | 3,782 | $195K |
| Canada Pension Plan Investment Board | 0.00% | Add +428.6% | 3,700 | $191K |
| SG Americas Securities, LLC | 0.00% | Reduce -44.1% | 3,363 | $174K |
| Simplex Trading, LLC | 0.00% | Add +4.7% | 3,334 | $172K |
| Delta Asset Management LLC | 0.01% | No change | 2,599 | $134K |
| Financiere des Professionnels - Fonds d'investissement inc. | 0.01% | New | 2,555 | $132K |
| Steward Partners Investment Advisory, LLC | 0.00% | No change | 2,508 | $129K |
| Huntington National Bank | 0.00% | Add +2.2% | 2,310 | $119K |
| Allworth Financial LP | 0.00% | Reduce -0.8% | 2,124 | $110K |
| KBC Group NV | 0.00% | Reduce -24.5% | 1,988 | $103K |
| Russell Investments Group, Ltd. | 0.00% | Add +208.0% | 1,848 | $95K |
| Quarry LP | 0.02% | Add +161.2% | 1,836 | $95K |
| Amalgamated Bank | 0.00% | No change | 1,825 | $94K |
| Neo Ivy Capital Management | 0.03% | New | 1,755 | $91K |
| Covestor Ltd | 0.05% | Reduce -13.6% | 1,697 | $88K |
| Advisors Asset Management, Inc. | 0.00% | Reduce -14.3% | 1,704 | $88K |
| Wilmington Savings Fund Society, FSB | 0.00% | Add +19.9% | 1,348 | $70K |
| Assetmark, Inc. | 0.00% | Reduce -0.1% | 1,325 | $68K |
| Lanark Financial, Inc. | 0.01% | New | 1,236 | $63K |
| Blue Trust, Inc. | 0.00% | Add +12.9% | 1,111 | $57K |
| State of Wyoming | 0.01% | Reduce -72.9% | 1,046 | $54K |
| Cwm, LLC | 0.00% | Reduce -10.1% | 902 | $47K |
| Farther Finance Advisors, LLC | 0.00% | Add +39.0% | 731 | $38K |
| Caitong International Asset Management Co., Ltd | 0.02% | Add +356.0% | 643 | $33K |
| Nisa Investment Advisors, LLC | 0.00% | Reduce -19.9% | 643 | $33K |
| Summit Securities Group LLC | 0.01% | Add +288.1% | 617 | $32K |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 0.00% | New | 592 | $31K |
| Harvest Fund Management Co., Ltd | 0.00% | Reduce -94.3% | 571 | $29K |
| First Horizon Advisors, Inc. | 0.00% | Add +8.1% | 534 | $28K |
| REAP Financial Group, LLC | 0.01% | Add +218.5% | 481 | $25K |
| Clearstead Advisors, LLC | 0.00% | New | 463 | $24K |
| Manchester Capital Management LLC | 0.00% | Add +6.3% | 425 | $22K |
| Opal Wealth Advisors, LLC | 0.01% | Add +4.4% | 423 | $22K |
| Financial Management Professionals, Inc. | 0.00% | Reduce -62.2% | 411 | $21K |
| Raleigh Capital Management Inc. | 0.01% | Reduce -8.4% | 347 | $18K |
| GAMMA Investing LLC | 0.00% | Reduce -7.6% | 280 | $14K |
| EverSource Wealth Advisors, LLC | 0.00% | Reduce -7.2% | 257 | $13K |
| Aster Capital Management (DIFC) Ltd | 0.00% | New | 244 | $13K |
| Northwestern Mutual Wealth Management Co. | 0.00% | Add +34.9% | 224 | $12K |
| Private Trust Co. NA | 0.00% | Reduce -2.2% | 218 | $11K |
| Matrix Trust Co | 0.00% | New | 209 | $11K |
| Harbour Investments, Inc. | 0.00% | No change | 213 | $11K |
| Optiver Holding B.V. | 0.00% | Add +70.6% | 203 | $10K |
| Jones Financial Companies LLLP | 0.00% | Add +48.1% | 191 | $10K |
| MCF Advisors LLC | 0.00% | No change | 170 | $9K |
| CoreCap Advisors, LLC | 0.00% | Add +17.3% | 163 | $8K |
| Versant Capital Management, Inc | 0.00% | Reduce -16.7% | 160 | $8K |
| Global Retirement Partners, LLC | 0.00% | — | 156 | $8K |
| Hillsdale Investment Management Inc. | 0.00% | No change | 120 | $6K |
| Rise Advisors, LLC | 0.00% | No change | 119 | $6K |
| Federation des caisses Desjardins du Quebec | 0.00% | No change | 104 | $5K |
| US Bancorp \de | 0.00% | Reduce -32.0% | 100 | $5K |
| Washington Trust Advisors, Inc. | 0.00% | No change | 85 | $4K |
| Rothschild Investment LLC | 0.00% | Add +13.3% | 85 | $4K |
| LRI Investments, LLC | 0.00% | No change | 77 | $4K |
| Parallel Advisors, LLC | 0.00% | Add +13.7% | 58 | $3K |
| Blue Bell Private Wealth Management, LLC | 0.00% | No change | 53 | $3K |
| Arax Advisory Partners | 0.00% | Reduce -91.1% | 46 | $2K |
| Signaturefd, LLC | 0.00% | Add +230.8% | 43 | $2K |
| Brooklyn Investment Group | 0.00% | Add +25.8% | 39 | $2K |
| Bessemer Group Inc. | 0.00% | No change | 35 | $2K |
| SBI Securities Co., Ltd. | 0.00% | Reduce -83.4% | 38 | $2K |
| Cullen/Frost Bankers, Inc. | 0.00% | Reduce -2.8% | 35 | $2K |
| Bellevue Asset Management, LLC | 0.00% | No change | 32 | $2K |
| Sierra Ocean, LLC | 0.00% | No change | 30 | $2K |
| Smartleaf Asset Management LLC | 0.00% | Reduce -87.3% | 27 | $1K |
| Bogart Wealth, LLC | 0.00% | No change | 26 | $1K |
| Concord Wealth Partners | 0.00% | No change | 22 | $1K |
| Bare Financial Services, Inc | 0.00% | New | 20 | $1K |
| Kilter Group LLC | 0.00% | New | 18 | $930 |
| Spire Wealth Management | 0.00% | New | 18 | $929 |
| Toth Financial Advisory Corp. | 0.00% | No change | 15 | $775 |
| Parkside Financial Bank & Trust | 0.00% | Reduce -50.0% | 10 | $517 |
| ORG Partners LLC | 0.00% | No change | 10 | $488 |
| Bell Investment Advisors, Inc | 0.00% | No change | 7 | $362 |
| Twin Peaks Wealth Advisors, LLC | 0.00% | New | 2 | $74 |
| 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.