Intapp, Inc. (INTA) — Institutional Holders, Q2 2026 (page 3)
249 institutional investment managers reported a INTA position on SEC Form 13F-HR for the quarter ended June 30, 2026, with a combined reported value of $1.7B. Every filer is listed below, ranked by position value, 100 per page; this page shows ranks 201 to 249. Put and call option positions are excluded, and a firm filing several lots or share classes is shown once with its total.
INTA 13F holders ranked 201–249 of 249
| # | Institution | Shares | Value | % of portfolio | QoQShares vs Q1 2026 |
|---|---|---|---|---|---|
| 201 | Silver Grove Financial Group#201 · 540 sh | 540 | $13.6K | <0.01% | New |
| 202 | MassMutual Private Wealth & , FSB#202 · 443 sh | 443 | $11.2K | — | -4.7% |
| 203 | Acumen Wealth Advisors#203 · 375 sh | 375 | $9.5K | <0.01% | -37.8% |
| 204 | ROTHSCHILD INVESTMENT#204 · 336 sh | 336 | $8.5K | <0.01% | -11.1% |
| 205 | LOS ANGELES CAPITAL MANAGEMENT#205 · 328 sh | 328 | $8.3K | 0.00% | 0.0% |
| 206 | IFP Advisors#206 · 261 sh | 261 | $6.6K | — | +183.7% |
| 207 | SUMMIT SECURITIES GROUP#207 · 228 sh | 228 | $5.7K | <0.01% | -64.1% |
| 208 | Bare Financial Services#208 · 225 sh | 225 | $5.7K | <0.01% | +82.9% |
| 209 | Private Wealth Management Group#209 · 220 sh | 220 | $5.5K | — | +24.3% |
| 210 | Sterling Capital Management#210 · 197 sh | 197 | $5.0K | — | -46.9% |
| 211 | Bell Investment Advisors#211 · 190 sh | 190 | $4.8K | <0.01% | +19.5% |
| 212 | Smartleaf Asset Management#212 · 174 sh | 174 | $4.3K | <0.01% | 0.0% |
| 213 | Optiver Holding B.V.#213 · 156 sh | 156 | $3.9K | 0.00% | -91.4% |
| 214 | CoreCap Advisors#214 · 124 sh | 124 | $3.1K | — | New |
| 215 | Quarry#215 · 120 sh | 120 | $3.0K | <0.01% | New |
| 216 | UMB Bank, n.a.#216 · 120 sh | 120 | $3.0K | 0.00% | 0.0% |
| 217 | Federation des caisses Desjardins du Quebec#217 · 104 sh | 104 | $2.6K | 0.00% | 0.0% |
| 218 | North Star Investment Management#218 · 99 sh | 99 | $2.5K | <0.01% | -18.2% |
| 219 | Marquette Asset Management#219 · 99 sh | 99 | $2.5K | — | -51.5% |
| 220 | GROUP ONE TRADING, L.P.#220 · 97 sh | 97 | $2.4K | 0.00% | New |
| 221 | Strive Financial Group#221 · 93 sh | 93 | $2.3K | <0.01% | 0.0% |
| 222 | Capital Advisors, Ltd.#222 · 67 sh | 67 | $2.0K | <0.01% | +204.5% |
| 223 | Avion Wealth#223 · 113 sh | 113 | $2.0K | <0.01% | -11.7% |
| 224 | Pinnacle Wealth Planning Services#224 · 79 sh | 79 | $2.0K | <0.01% | 0.0% |
| 225 | BELLEVUE ASSET MANAGEMENT#225 · 71 sh | 71 | $1.8K | <0.01% | New |
| 226 | Essential Partners#226 · 70 sh | 70 | $1.8K | — | -75.9% |
| 227 | HARBOUR INVESTMENTS#227 · 70 sh | 70 | $1.8K | 0.00% | 0.0% |
| 228 | Investors Portfolio Services#228 · 53 sh | 53 | $1.3K | <0.01% | New |
| 229 | FINANCIAL CONSULATE#229 · 50 sh | 50 | $1.3K | — | 0.0% |
| 230 | Physician Wealth Advisors#230 · 46 sh | 46 | $1.2K | — | -51.1% |
| 231 | Rialto Wealth Management#231 · 44 sh | 44 | $1.1K | <0.01% | New |
| 232 | SJS Investment Consulting#232 · 39 sh | 39 | $985.00 | — | +77.3% |
| 233 | Kilter Group#233 · 39 sh | 39 | $984.00 | <0.01% | -45.8% |
| 234 | HORIZON FINANCIAL SERVICES#234 · 34 sh | 34 | $857.00 | <0.01% | New |
| 235 | WEST PACES ADVISORS#235 · 34 sh | 34 | $857.00 | — | New |
| 236 | Clearstead Advisors#236 · 26 sh | 26 | $656.00 | 0.00% | New |
| 237 | Bogart Wealth#237 · 23 sh | 23 | $580.00 | 0.00% | New |
| 238 | True Wealth Design#238 · 21 sh | 21 | $530.00 | — | -51.2% |
| 239 | Basecamp Wealth Advisors#239 · 19 sh | 19 | $479.00 | <0.01% | 0.0% |
| 240 | Global Retirement Partners#240 · 16 sh | 16 | $403.00 | 0.00% | — |
| 241 | Keating Financial Advisory Services#241 · 15 sh | 15 | $378.00 | 0.00% | 0.0% |
| 242 | Westfuller Advisors#242 · 12 sh | 12 | $315.00 | <0.01% | 0.0% |
| 243 | Owl Creek Wealth Partners#243 · 10 sh | 10 | $253.00 | — | -97.0% |
| 244 | Hughes Financial Services#244 · 10 sh | 10 | $252.00 | 0.00% | -79.6% |
| 245 | Cedar Mountain Advisors#245 · 9 sh | 9 | $227.00 | — | 0.0% |
| 246 | Steward Partners Investment Advisory#246 · 8 sh | 8 | $202.00 | 0.00% | -99.7% |
| 247 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT#247 · 3 sh | 3 | $76.00 | 0.00% | New |
| 248 | Planning Strategies#248 · 2 sh | 2 | $50.00 | — | — |
| 249 | CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM#249 · 74,538 sh | 74,538 | — | — | -2.4% |
Source: Form 13F-HR filings on SEC EDGAR, Q2 2026. Values are as reported by each manager at quarter end. “% of portfolio” is the position’s share of the manager’s total reported 13F value for the same quarter. “New” means the manager filed a 13F for Q1 2026 without this position; a dash means no comparison is available. Where a manager’s own filing is internally inconsistent its value is withheld and it is listed last. 13F data shows reported holdings, not recommendations.