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Intapp, Inc.

Institutional holders · 13F as of Dec 31, 2025

271 holders

HolderValueShares% of shares
Capital Advisors, Ltd. LLC$030.00%
HORIZON FINANCIAL SERVICES, LLC$000.00%
Avion Wealth$0120.00%
Covestor Ltd$371,4740.00%
Parallel Advisors, LLC$4610.00%
Dunhill Financial, LLC$5410.00%
AMALGAMATED BANK$821,7950.00%
KBC Group NV$911,9880.00%
State of Alaska, Department of Revenue$1094,2580.01%
Caitong International Asset Management Co., Ltd$13730.00%
Keating Financial Advisory Services, Inc.$13730.00%
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC$15460.00%
Hughes Financial Services, LLC$22950.00%
Anfield Capital Management, LLC$22950.00%
WEDBUSH SECURITIES INC$2445,3250.01%
PUBLIC EMPLOYEES RETIREMENT ASSOCIATION OF COLORADO$2926,3770.01%
Turning Point Benefit Group, Inc.$32070.00%
Cedar Mountain Advisors, LLC$41290.00%
WPG Advisers, LLC$41290.00%
Clearstead Advisors, LLC$41390.00%
Versant Capital Management, Inc$504110.00%
NATIXIS ADVISORS, LLC$52311,4130.01%
OPTIMA CAPITAL LLC$550120.00%
TRUST CO OF VERMONT$550120.00%
Handelsbanken Fonder AB$57322,3000.03%
Fortitude Family Office, LLC$596130.00%
PARK AVENUE SECURITIES LLC$61423,8810.03%
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$641140.00%
TD PRIVATE CLIENT WEALTH LLC$687150.00%
CWM, LLC$73015,9340.02%
Sunbelt Securities, Inc.$733160.00%
SJS Investment Consulting Inc.$871190.00%
SG Americas Securities, LLC$92636,7320.05%
MCGUIRE CAPITAL ADVISORS INC$962210.00%
Concord Wealth Partners$1.0K220.00%
Bogart Wealth, LLC$1.2K260.00%
TEACHERS RETIREMENT SYSTEM OF THE STATE OF KENTUCKY$1.2K26,9080.03%
Westfuller Advisors, LLC$1.6K350.00%
Kohmann Bosshard Financial Services, LLC$1.6K350.00%
ACADIAN ASSET MANAGEMENT LLC$1.7K36,1920.05%
ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT$1.8K700.00%
Pinnacle Wealth Planning Services, Inc.$2.0K790.00%
Parkside Financial Bank & Trust$2.0K440.00%
SageView Advisory Group, LLC$2.1K450.00%
FINANCIAL CONSULATE, INC$2.3K500.00%
Arax Advisory Partners$2.5K540.00%
SIGNATUREFD, LLC$2.6K570.00%
Bare Financial Services, Inc$2.7K590.00%
US BANCORP \DE$2.9K640.00%
North Star Investment Management Corporation$3.1K1210.00%
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