IntappINTA
13F holders, Q4 2025 (December 31)265holders +4
46new positions
44sold out
6famous investors
$45.81avg. 13F price*
At the end of Q4 2025, 265 institutions reported holding Intapp Inc. (INTA) in their 13F filings, up 4 from Q3 2025. 46 opened new positions and 44 sold out. The largest holders were Temasek Holdings (Private) Ltd ($785.7M), Vanguard Group Inc. ($310.3M) and BlackRock, Inc. ($215.2M). 6 famous investors held it, including Ron Baron (0.4% of Baron Capital (BAMCO)'s portfolio), Ken Griffin (0.0% of Citadel Advisors's portfolio) and David E. Shaw (0.0% of D. E. Shaw & Co.'s portfolio).
- Company
- Intapp Inc.
- CUSIP
- 45827U109
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q3 2025 → Q4 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 46 | $32.6M |
| Exits | 44 | $76.9M |
All 13F filers, Q3 2025 → Q4 2025: 7,054,381 shares bought and 8,022,555 shares sold, net −968,174 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 265 holders
| Temasek Holdings (Private) Ltd | 2.53% | No change | 17,146,805 | $785.7M |
| Vanguard Group Inc. | 0.00% | Reduce -0.5% | 6,771,199 | $310.3M |
| BlackRock, Inc. | 0.00% | Add +3.4% | 4,696,344 | $215.2M |
| FMR LLC | 0.01% | Add +48.6% | 3,432,869 | $157.3M |
| Baron Capital (BAMCO) | 0.41% | Add +15.5% | 3,327,989 | $152.5M |
| Capital World Investors | 0.02% | Add +3.5% | 2,992,169 | $137.1M |
| Wellington Management Group LLP | 0.01% | Reduce -1.9% | 1,854,857 | $85.0M |
| Praesidium Investment Management Company, LLC | 15.63% | Add +5.7% | 1,841,850 | $84.4M |
| Jennison Associates LLC | 0.05% | Add +3.7% | 1,831,625 | $83.9M |
| T. Rowe Price Associates Inc. | 0.01% | Add +65.0% | 1,478,394 | $67.7M |
| Geode Capital Management, LLC | 0.00% | Add +2.2% | 1,469,208 | $67.3M |
| State Street Corp. | 0.00% | Add +5.5% | 1,367,990 | $62.7M |
| Goldman Sachs Group Inc. | 0.01% | Add +103.9% | 1,212,052 | $55.5M |
| Luxor Capital Group, LP | 7.93% | Reduce -14.8% | 1,139,300 | $52.2M |
| Fuller & Thaler Asset Management, Inc. | 0.18% | Add +10.6% | 1,134,697 | $52.0M |
| Brown Brothers Harriman & Co. | 0.28% | No change | 1,108,767 | $50.8M |
| Barclays PLC | 0.02% | Add +1160.6% | 1,094,989 | $50.2M |
| GW&K Investment Management, LLC | 0.38% | Reduce -13.1% | 953,688 | $43.7M |
| Clearbridge Investments, LLC | 0.03% | Reduce -1.0% | 786,541 | $36.0M |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 0.04% | Add +47.0% | 784,663 | $36.0M |
| Franklin Resources Inc. | 0.01% | Add +9.3% | 709,112 | $32.5M |
| Norges Bank | 0.00% | — | 704,977 | $32.3M |
| Dimensional Fund Advisors LP | 0.01% | Add +15.5% | 643,368 | $29.5M |
| TimesSquare Capital Management, LLC | 0.42% | Add +18.0% | 602,236 | $27.6M |
| Bank of America Corp. | 0.00% | Reduce -42.3% | 582,571 | $26.7M |
| Northern Trust Corp. | 0.00% | Reduce -3.5% | 509,377 | $23.3M |
| Charles Schwab Investment Management Inc. | 0.00% | Reduce -4.6% | 497,465 | $22.8M |
| Citadel Advisors | 0.01% | Add +442.3% | 455,944 | $20.9M |
| Nuveen, LLC | 0.01% | Reduce -2.9% | 430,895 | $19.7M |
| T. Rowe Price Investment Management, Inc. | 0.01% | Reduce -55.0% | 367,161 | $16.8M |
| Envestnet Asset Management Inc. | 0.00% | Add +14.3% | 361,583 | $16.6M |
| D. E. Shaw & Co. | 0.01% | Reduce -46.8% | 296,558 | $13.6M |
| Bank of New York Mellon Corp | 0.00% | Reduce -7.1% | 285,523 | $13.1M |
| AQR Capital Management | 0.01% | Add +446.4% | 269,767 | $12.4M |
| Deutsche Bank AG | 0.00% | Add +31.2% | 223,585 | $10.2M |
| Panagora Asset Management Inc. | 0.04% | Add +6.1% | 216,928 | $9.9M |
| Qube Research & Technologies Ltd | 0.01% | Reduce -42.1% | 199,961 | $9.2M |
| Trexquant Investment LP | 0.08% | Reduce -37.2% | 197,722 | $9.1M |
| Cadian Capital Management, LP | 0.61% | New | 185,000 | $8.5M |
| UBS Group AG | 0.00% | Reduce -42.2% | 180,992 | $8.3M |
| AMS Capital Ltda | 3.13% | New | 176,619 | $8.1M |
| Palisades Investment Partners, LLC | 2.90% | Add +1.5% | 167,499 | $7.7M |
| Morgan Stanley | 0.00% | Reduce -18.4% | 165,673 | $7.6M |
| Man Group plc | 0.01% | Add +9.2% | 161,461 | $7.4M |
| Brown Capital Management LLC | 0.56% | Reduce -30.4% | 148,656 | $6.8M |
| Nicholas Company, Inc. | 0.12% | Add +16.0% | 148,124 | $6.8M |
| Alliancebernstein L.P. | 0.00% | Reduce -92.5% | 136,319 | $6.2M |
| George Kaiser Family Foundation | 0.82% | No change | 133,817 | $6.1M |
| Point72 Asset Management | 0.01% | Add +2961.0% | 132,969 | $6.1M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.00% | Reduce -4.0% | 131,876 | $6.0M |
| Kornitzer Capital Management Inc. | 0.12% | No change | 128,180 | $5.9M |
| JPMorgan Chase & Co. | 0.00% | Add +25.4% | 120,041 | $5.5M |
| Two Sigma Investments, LP | 0.01% | Reduce -57.4% | 117,417 | $5.4M |
| Swiss National Bank | 0.00% | Add +2.8% | 112,900 | $5.2M |
| Nordea Investment Management AB | 0.00% | Reduce -13.3% | 112,353 | $5.2M |
| Millennium Management | 0.00% | Reduce -69.7% | 111,749 | $5.1M |
| Voloridge Investment Management, LLC | 0.02% | Reduce -65.3% | 109,110 | $5.0M |
| Arrowstreet Capital, Limited Partnership | 0.00% | Reduce -68.0% | 106,248 | $4.9M |
| Alamar Capital Management, LLC | 2.41% | Add +3.4% | 95,505 | $4.4M |
| Quantinno Capital Management LP | 0.01% | Add +6.7% | 95,105 | $4.4M |
| Jefferies Financial Group Inc. | 0.04% | Add +260.9% | 93,820 | $4.3M |
| ExodusPoint Capital Management, LP | 0.04% | Add +1535.8% | 88,202 | $4.0M |
| Capital Fund Management S.A. | 0.04% | Add +57.6% | 87,905 | $4.0M |
| New York State Common Retirement Fund | 0.01% | Reduce -68.6% | 85,464 | $3.9M |
| HRT Financial LP | 0.01% | New | 83,424 | $3.8M |
| MML Investors Services, LLC | 0.01% | Add +33.7% | 75,389 | $3.5M |
| Stifel Financial Corp. | 0.00% | Add +22.3% | 72,062 | $3.3M |
| Rhumbline Advisers | 0.00% | Reduce -13.5% | 70,472 | $3.2M |
| F/m Investments LLC | 0.12% | Reduce -2.6% | 68,320 | $3.1M |
| Kayne Anderson Rudnick Investment Management LLC | 0.01% | Add +4.9% | 66,945 | $3.1M |
| Wells Fargo & Company | 0.00% | Add +72.3% | 65,598 | $3.0M |
| Legal & General Group Plc | 0.00% | Reduce -6.2% | 63,016 | $2.9M |
| OP Asset Management Ltd | 0.03% | Add +290.6% | 59,882 | $2.7M |
| Kennedy Capital Management LLC | 0.06% | Add +0.4% | 59,672 | $2.7M |
| Teacher Retirement System of Texas | 0.01% | Add +20.1% | 58,600 | $2.7M |
| Balyasny Asset Management L.P. | 0.01% | New | 56,582 | $2.6M |
| Squarepoint Ops LLC | 0.01% | Add +11.4% | 54,567 | $2.5M |
| California State Teachers Retirement System | 0.00% | Reduce -0.0% | 53,876 | $2.5M |
| Jasper Ridge Partners, L.P. | 0.05% | Reduce -40.8% | 53,308 | $2.4M |
| Invesco Ltd. | 0.00% | Reduce -7.7% | 48,525 | $2.2M |
| Headlands Technologies LLC | 0.18% | Add +4.0% | 48,041 | $2.2M |
| G2 Investment Partners Management LLC | 0.52% | New | 48,000 | $2.2M |
| Lazard Asset Management LLC | 0.00% | Add +17.6% | 44,962 | $2.1M |
| LPL Financial LLC | 0.00% | Add +27.9% | 44,581 | $2.0M |
| Truist Financial Corp. | 0.00% | Add +11.8% | 40,461 | $1.9M |
| First Trust Advisors LP | 0.00% | Add +20.8% | 40,438 | $1.9M |
| Knights of Columbus Asset Advisors LLC | 0.10% | Add +56.8% | 37,894 | $1.7M |
| Ameriprise Financial Inc. | 0.00% | Add +0.0% | 37,633 | $1.7M |
| Raymond James Financial Inc. | 0.00% | Reduce -8.2% | 36,657 | $1.7M |
| Acadian Asset Management LLC | 0.00% | Reduce -67.3% | 36,192 | $1.7M |
| Creative Planning | 0.00% | Add +213.6% | 34,928 | $1.6M |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 0.00% | Add +7.1% | 34,586 | $1.6M |
| Verition Fund Management LLC | 0.01% | Reduce -40.5% | 33,700 | $1.5M |
| Citigroup Inc. | 0.00% | Add +138.4% | 32,893 | $1.5M |
| Level Four Advisory Services, LLC | 0.05% | Reduce -20.9% | 32,774 | $1.5M |
| Intech Investment Management LLC | 0.01% | Add +10.4% | 32,397 | $1.5M |
| MetLife Investment Management, LLC | 0.01% | Reduce -3.7% | 32,003 | $1.5M |
| Jane Street Group, LLC | 0.00% | Reduce -6.0% | 30,878 | $1.4M |
| Los Angeles Capital Management LLC | 0.00% | Add +105.2% | 36,040 | $1.4M |
| Rezny Wealth Management, Inc. | 0.30% | Add +2.4% | 30,040 | $1.4M |
| Manufacturers Life Insurance Company, The | 0.00% | Reduce -2.5% | 29,419 | $1.3M |
| Comerica Bank | 0.01% | Add +45.5% | 28,706 | $1.3M |
| Canada Pension Plan Investment Board | 0.00% | New | 28,500 | $1.3M |
| Jump Financial, LLC | 0.02% | Reduce -72.3% | 28,211 | $1.3M |
| Teachers Retirement System of the State of Kentucky | 0.01% | No change | 26,908 | $1.2M |
| Benjamin Edwards Inc. | 0.01% | Add +35.4% | 26,600 | $1.2M |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | 0.00% | Add +1.0% | 26,539 | $1.2M |
| Truvestments Capital LLC | 0.20% | Add +29.0% | 24,408 | $1.1M |
| Voleon Capital Management LP | 0.02% | Add +25.9% | 23,965 | $1.1M |
| Amundi | 0.00% | Add +0.5% | 22,742 | $1.0M |
| Janus Henderson Group PLC | 0.00% | No change | 22,673 | $1.0M |
| Handelsbanken Fonder AB | 0.00% | Add +31.9% | 22,300 | $1.0M |
| SG Americas Securities, LLC | 0.00% | Add +46.0% | 22,035 | $1.0M |
| Ieq Capital, LLC | 0.00% | New | 21,897 | $1.0M |
| Capstone Investment Advisors, LLC | 0.01% | Add +44.8% | 21,535 | $987K |
| Cetera Investment Advisers | 0.00% | Reduce -14.4% | 21,120 | $968K |
| Park Avenue Securities LLC | 0.01% | Add +28.6% | 20,611 | $944K |
| XTX Topco Ltd | 0.02% | Add +211.0% | 19,856 | $910K |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 0.00% | No change | 19,225 | $881K |
| STRS Ohio | 0.00% | No change | 19,200 | $880K |
| Osaic Holdings, Inc. | 0.00% | Reduce -36.5% | 19,084 | $874K |
| Brevan Howard Capital Management LP | 0.02% | Add +35.8% | 17,765 | $814K |
| Arizona State Retirement System | 0.00% | Reduce -4.3% | 16,050 | $735K |
| Cwm, LLC | 0.00% | Add +893.4% | 15,934 | $730K |
| Keybank National Association | 0.00% | Add +8.3% | 15,680 | $718K |
| Police & Firemen's Retirement System of New Jersey | 0.01% | Reduce -5.8% | 14,871 | $681K |
| BNP Paribas Financial Markets | 0.00% | Reduce -88.1% | 14,698 | $673K |
| Voya Investment Management LLC | 0.00% | Reduce -84.4% | 13,990 | $641K |
| Susquehanna International Group, LLP | 0.00% | Add +54.2% | 13,577 | $622K |
| Mine & Arao Wealth Creation & Management, LLC. | 0.24% | New | 13,397 | $614K |
| Sei Investments Co. | 0.00% | Reduce -77.9% | 12,771 | $585K |
| Boothbay Fund Management, LLC | 0.02% | New | 12,306 | $564K |
| KLP Kapitalforvaltning As | 0.00% | Add +4.3% | 12,200 | $559K |
| Atria Investments, Inc | 0.01% | Add +43.0% | 12,062 | $553K |
| Prudential Financial Inc. | 0.00% | Reduce -90.2% | 12,000 | $550K |
| Mariner, LLC | 0.00% | New | 11,806 | $542K |
| Commerce Bank | 0.00% | Reduce -20.5% | 11,814 | $541K |
| Natixis Advisors, LLC | 0.00% | Reduce -1.6% | 11,413 | $523K |
| Campbell & CO Investment Adviser LLC | 0.02% | Add +80.5% | 11,314 | $518K |
| Fox Run Management, L.L.C. | 0.08% | Add +29.0% | 10,985 | $503K |
| Fiduciary Trust Co | 0.01% | Reduce -8.6% | 10,968 | $503K |
| Rockefeller Capital Management L.P. | 0.00% | Add +36.3% | 10,639 | $487K |
| ProShare Advisors LLC | 0.00% | Add +8.0% | 10,445 | $479K |
| Malaga Cove Capital, LLC | 0.16% | Reduce -11.7% | 10,382 | $476K |
| Personal Cfo Solutions, LLC | 0.07% | Add +54.3% | 9,701 | $445K |
| Wealth Enhancement Advisory Services, LLC | 0.00% | New | 9,768 | $434K |
| Holocene Advisors, LP | 0.00% | New | 9,358 | $429K |
| Principal Securities, Inc. | 0.01% | Add +19.2% | 9,107 | $417K |
| Oak Associates Ltd. | 0.02% | Reduce -4.7% | 9,048 | $415K |
| Virtus Advisers, LLC | 0.20% | No change | 8,928 | $409K |
| State of Wisconsin Investment Board | 0.00% | Reduce -35.9% | 8,699 | $399K |
| Diversified Trust Co. | 0.01% | Add +3.2% | 8,653 | $396K |
| Allspring Global Investments Holdings, LLC | 0.00% | Add +10.1% | 8,933 | $392K |
| Pictet Asset Management Holding SA | 0.00% | No change | 8,547 | $392K |
| Zacks Investment Management | 0.00% | Reduce -95.3% | 8,514 | $390K |
| Victory Capital Management Inc. | 0.00% | Reduce -83.6% | 8,493 | $389K |
| Kestra Advisory Services, LLC | 0.00% | Add +52.9% | 8,314 | $381K |
| State Board of Administration of Florida Retirement System | 0.00% | No change | 7,200 | $330K |
| Mercer Global Advisors Inc. | 0.00% | New | 6,980 | $320K |
| Captrust Financial Advisors | 0.00% | New | 6,830 | $313K |
| Sowell Financial Services LLC | 0.01% | Add +4.9% | 6,797 | $311K |
| Yorktown Management & Research Co Inc | 0.24% | New | 6,600 | $302K |
| Public Employees Retirement Association of Colorado | 0.00% | No change | 6,377 | $292K |
| Vanguard Personalized Indexing Management, LLC | 0.00% | New | 6,313 | $289K |
| Financiere des Professionnels - Fonds d'investissement inc. | 0.02% | Add +33.2% | 6,021 | $276K |
| Neo Ivy Capital Management | 0.04% | Add +228.3% | 5,456 | $250K |
| Wedbush Securities Inc. | 0.01% | New | 5,325 | $244K |
| Jain Global LLC | 0.00% | New | 5,280 | $242K |
| PNC Financial Services Group, Inc. | 0.00% | Reduce -36.7% | 5,169 | $237K |
| Austin Private Wealth, LLC | 0.02% | New | 4,861 | $223K |
| Russell Investments Group, Ltd. | 0.00% | Reduce -6.7% | 4,769 | $219K |
| Venturi Wealth Management, LLC | 0.01% | New | 4,761 | $218K |
| Ameritas Investment Partners, Inc. | 0.01% | No change | 4,725 | $217K |
| Vident Advisory, LLC | 0.00% | Reduce -21.8% | 4,542 | $208K |
| Xponance LLC | 0.00% | New | 4,508 | $207K |
| State of Alaska, Department of Revenue | 0.00% | No change | 4,258 | $195K |
| State of Tennessee, Department of Treasury | 0.00% | Add +15.8% | 5,646 | $192K |
| Delta Asset Management LLC | 0.01% | No change | 2,599 | $119K |
| Allworth Financial LP | 0.00% | Add +15.8% | 2,555 | $117K |
| Steward Partners Investment Advisory, LLC | 0.00% | Reduce -13.2% | 2,539 | $116K |
| Royal Bank of Canada | 0.00% | Add +8.6% | 2,420 | $112K |
| Tower Research Capital LLC (TRC) | 0.00% | Reduce -40.6% | 2,222 | $102K |
| KBC Group NV | 0.00% | No change | 1,988 | $91K |
| Amalgamated Bank | 0.00% | Reduce -1.6% | 1,795 | $82K |
| Covestor Ltd | 0.04% | Reduce -28.3% | 1,727 | $79K |
| Advisors Asset Management, Inc. | 0.00% | Reduce -1.5% | 1,681 | $77K |
| State of Wyoming | 0.01% | Add +75.7% | 1,597 | $73K |
| Assetmark, Inc. | 0.00% | Reduce -19.8% | 1,415 | $65K |
| Federated Hermes, Inc. | 0.00% | Reduce -44.6% | 1,384 | $63K |
| Loomis Sayles & Co. L P | 0.00% | Reduce -99.6% | 1,359 | $62K |
| Group One Trading LLC | 0.00% | Reduce -12.2% | 1,314 | $60K |
| Simplex Trading, LLC | 0.00% | Reduce -63.4% | 1,261 | $58K |
| Federation des caisses Desjardins du Quebec | 0.00% | Add +913.5% | 1,054 | $48K |
| First Horizon Corp. | 0.00% | New | 963 | $44K |
| Huntington National Bank | 0.00% | Reduce -0.9% | 891 | $41K |
| Walleye Trading LLC | 0.00% | New | 836 | $38K |
| AlphaQuest LLC | 0.00% | Reduce -87.1% | 639 | $29K |
| Strive Financial Group ,LLC | 0.01% | — | 617 | $28K |
| Transamerica Financial Advisors, LLC | 0.00% | Add +17.6% | 608 | $28K |
| Nisa Investment Advisors, LLC | 0.00% | Reduce -13.3% | 586 | $27K |
| Blue Trust, Inc. | 0.00% | Reduce -60.0% | 568 | $26K |
| Essential Partners LLC | 0.01% | Add +4425.0% | 543 | $25K |
| Acumen Wealth Advisors, LLC | 0.01% | — | 515 | $24K |
| EverSource Wealth Advisors, LLC | 0.00% | Add +173.5% | 506 | $23K |
| Sterling Capital Management LLC | 0.00% | Add +177.4% | 380 | $17K |
| Jones Financial Companies LLLP | 0.00% | Add +72.3% | 367 | $17K |
| IFP Advisors, Inc | 0.00% | Add +8775.0% | 355 | $16K |
| Global Retirement Partners, LLC | 0.00% | New | 339 | $16K |
| Quadrant Capital Group LLC | 0.00% | No change | 336 | $15K |
| GAMMA Investing LLC | 0.00% | Add +117.8% | 331 | $15K |
| Farther Finance Advisors, LLC | 0.00% | Reduce -58.3% | 280 | $13K |
| SBI Securities Co., Ltd. | 0.00% | Add +2.0% | 258 | $12K |
| Rothschild Investment LLC | 0.00% | Add +287.7% | 252 | $12K |
| Walleye Capital LLC | 0.00% | Reduce -99.6% | 241 | $11K |
| Eastern Bank | 0.00% | New | 218 | $10K |
| Toth Financial Advisory Corp. | 0.00% | New | 200 | $9K |
| Hilton Head Capital Partners, LLC | 0.01% | — | 195 | $9K |
| Chesapeake Asset Management LLC | 0.01% | New | 181 | $8K |
| Smartleaf Asset Management LLC | 0.00% | No change | 161 | $7K |
| Kemnay Advisory Services Inc. | 0.00% | New | 131 | $6K |
| True Wealth Design, LLC | 0.00% | New | 117 | $5K |
| Bellevue Asset Management, LLC | 0.00% | Add +54.0% | 97 | $4K |
| Pinnacle Wealth Planning Services, Inc. | 0.00% | New | 79 | $4K |
| Optiver Holding B.V. | 0.00% | Reduce -65.3% | 78 | $4K |
| LRI Investments, LLC | 0.00% | No change | 77 | $4K |
| Harbour Investments, Inc. | 0.00% | Reduce -67.9% | 70 | $3K |
| Marquette Asset Management, LLC | 0.00% | Add +124.1% | 65 | $3K |
| US Bancorp \de | 0.00% | Reduce -36.0% | 64 | $3K |
| Bare Financial Services, Inc | 0.00% | Add +436.4% | 59 | $3K |
| Signaturefd, LLC | 0.00% | Add +21.3% | 57 | $3K |
| Arax Advisory Partners | 0.00% | Reduce -83.9% | 54 | $2K |
| Financial Consulate, Inc. | 0.00% | New | 50 | $2K |
| SageView Advisory Group, LLC | 0.00% | New | 45 | $2K |
| Parkside Financial Bank & Trust | 0.00% | Add +51.7% | 44 | $2K |
| Kohmann Bosshard Financial Services, LLC | 0.00% | New | 35 | $2K |
| Westfuller Advisors, LLC | 0.00% | No change | 35 | $2K |
| Bogart Wealth, LLC | 0.00% | No change | 26 | $1K |
| Zions Bancorporation, National Association | 0.00% | New | 24 | $1K |
| Concord Wealth Partners | 0.00% | No change | 22 | $1K |
| McGuire Capital Advisors Inc. | 0.00% | — | 21 | $962 |
| SJS Investment Consulting Inc. | 0.00% | New | 19 | $871 |
| Sunbelt Securities, Inc. | 0.00% | New | 16 | $733 |
| Bell Investment Advisors, Inc | 0.00% | New | 15 | $688 |
| TD Private Client Wealth LLC | 0.00% | New | 15 | $687 |
| Northwestern Mutual Wealth Management Co. | 0.00% | Reduce -93.8% | 14 | $641 |
| Fortitude Family Office, LLC | 0.00% | New | 13 | $596 |
| Optima Capital LLC | 0.00% | New | 12 | $550 |
| Basecamp Wealth Advisors LLC | 0.00% | — | 12 | $550 |
| Trust Co. of Vermont | 0.00% | New | 12 | $550 |
| Versant Capital Management, Inc | 0.00% | Reduce -97.6% | 11 | $504 |
| Clearstead Advisors, LLC | 0.00% | Add +800.0% | 9 | $413 |
| WPG Advisers, LLC | 0.00% | Reduce -71.9% | 9 | $412 |
| Cedar Mountain Advisors, LLC | 0.00% | No change | 9 | $412 |
| MassMutual Private Wealth & Trust, FSB | 0.00% | No change | 8 | $367 |
| Turning Point Benefit Group, Inc. | 0.00% | No change | 7 | $320 |
| Blue Bell Private Wealth Management, LLC | 0.00% | No change | 6 | $275 |
| Anfield Capital Management, LLC | 0.00% | No change | 5 | $229 |
| Hughes Financial Services, LLC | 0.00% | New | 5 | $229 |
| MAI Capital Management | 0.00% | New | 3 | $138 |
| Caitong International Asset Management Co., Ltd | 0.00% | New | 3 | $137 |
| Keating Financial Advisory Services, Inc. | 0.00% | — | 3 | $137 |
| Dunhill Financial, LLC | 0.00% | New | 1 | $54 |
| Parallel Advisors, LLC | 0.00% | Reduce -87.5% | 1 | $46 |
| Capital Advisors, Ltd. LLC | 0.00% | No change | 3 | $0 |
| Avion Wealth | 0.00% | New | 12 | $0 |
"% of holder's portfolio" is INTA's weight in each manager's 13F, not the share of Intapp Inc. the manager owns.