Filing Research | INTA - INTAPP INC Institutional Holdings

Snapshot holdings

35 / 35 loaded

#		Instrument	quantity
1	BENJAMIN EDWARDS INC	Shares	22.5KSH	$568.3K
2	DRIVE WEALTH MANAGEMENT, LLC	Shares	21.3KSH	$535.9K
3	Police & Firemen's Retirement System of New Jersey	Shares	16.5KSH	$415.0K
4	Diversified Trust Co	Shares	15.4KSH	$387.7K
5	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	Shares	13.4KSH	$375.4K
6	Merit Financial Group, LLC	Shares	11.9KSH	$299.7K
7	Mine & Arao Wealth Creation & Management, LLC.	Shares	10.4KSH	$262.1K
8	Malaga Cove Capital, LLC	Shares	9.7KSH	$244.7K
9	Thrive Wealth Management, LLC	Shares	9.6KSH	$242.8K
10	EVERGREEN CAPITAL MANAGEMENT LLC	Shares	8.7KSH	$220.2K
11	SIGNATUREFD, LLC	Shares	4.8KSH	$120.3K
12	Farther Finance Advisors, LLC	Shares	1.5KSH	$37.7K
13	HARBOR INVESTMENT ADVISORY, LLC	Shares	1.4KSH	$36.2K
14	SBI Securities Co., Ltd.	Shares	1.3KSH	$33.8K
15	GAMMA Investing LLC	Shares	922SH	$23.2K
16	Versant Capital Management, Inc	Shares	870SH	$21.9K
17	EverSource Wealth Advisors, LLC	Shares	815SH	$20.5K
18	MassMutual Private Wealth & Trust, FSB	Shares	443SH	$11.2K
19	IFP Advisors, Inc	Shares	261SH	$6.6K
20	CoreCap Advisors, LLC	Shares	124SH	$3.1K
21	Marquette Asset Management, LLC	Shares	99SH	$2.5K
22	FINANCIAL CONSULATE, INC	Shares	50SH	$1.3K
23	Physician Wealth Advisors, Inc.	Shares	46SH	$1.2K
24	SJS Investment Consulting Inc.	Shares	39SH	$985
25	HORIZON FINANCIAL SERVICES, LLC	Shares	34SH	$857
26	WEST PACES ADVISORS INC.	Shares	34SH	$857
27	Handelsbanken Fonder AB	Shares	23.2KSH	$585
28	Bogart Wealth, LLC	Shares	23SH	$580
29	True Wealth Design, LLC	Shares	21SH	$530
30	PARK AVENUE SECURITIES LLC	Shares	17.9KSH	$451
31	Owl Creek Wealth Partners LLC	Shares	10SH	$253
32	Hughes Financial Services, LLC	Shares	10SH	$252
33	Cedar Mountain Advisors, LLC	Shares	9SH	$227
34	State of Alaska, Department of Revenue	Shares	4.3KSH	$107
35	Capital Advisors, Ltd. LLC	Shares	67SH	$2

Manager changes2026-06-30 vs 2026-03-31

38 / 38 loaded

#		Instrument
1	DRIVE WEALTH MANAGEMENT, LLC new	Shares	+21.3K	+$535.9K	$535.9K
2	Merit Financial Group, LLC new	Shares	+11.9K	+$299.7K	$299.7K
3	Thrive Wealth Management, LLC new	Shares	+9.6K	+$242.8K	$242.8K
4	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC added	Shares	+1.6K	+$82.8K	$375.4K
5	HARBOR INVESTMENT ADVISORY, LLC new	Shares	+1.4K	+$36.2K	$36.2K
6	SBI Securities Co., Ltd. added	Shares	+1.0K	+$26.3K	$33.8K
7	EverSource Wealth Advisors, LLC added	Shares	+259	+$6.3K	$20.5K
8	IFP Advisors, Inc added	Shares	+169	+$4.2K	$6.6K
9	CoreCap Advisors, LLC new	Shares	+124	+$3.1K	$3.1K
10	Farther Finance Advisors, LLC added	Shares	+38	+$930	$37.7K
11	HORIZON FINANCIAL SERVICES, LLC added	Shares	+34	+$857	$857
12	WEST PACES ADVISORS INC. new	Shares	+34	+$857	$857
13	Bogart Wealth, LLC new	Shares	+23	+$580	$580
14	SJS Investment Consulting Inc. added	Shares	+17	+$419	$985
15	Handelsbanken Fonder AB added	Shares	+900	+$12	$585
16	Capital Advisors, Ltd. LLC added	Shares	+45	+$1	$2
17	State of Alaska, Department of Revenue unchanged	Shares	0	-$2	$107
18	Cedar Mountain Advisors, LLC unchanged	Shares	0	-$4	$227
19	FINANCIAL CONSULATE, INC unchanged	Shares	0	-$24	$1.3K
20	PARK AVENUE SECURITIES LLC trimmed	Shares	-6.0K	-$163	$451
21	True Wealth Design, LLC trimmed	Shares	-22	-$575	$530
22	MassMutual Private Wealth & Trust, FSB trimmed	Shares	-22	-$778	$11.2K
23	Hughes Financial Services, LLC trimmed	Shares	-39	-$1.0K	$252
24	Physician Wealth Advisors, Inc. trimmed	Shares	-48	-$1.3K	$1.2K
25	Marquette Asset Management, LLC trimmed	Shares	-105	-$2.7K	$2.5K
26	TOTH FINANCIAL ADVISORY CORP exited	Shares	-200	-$5.1K	$0
27	EASTERN BANK exited	Shares	-218	-$5.6K	$0
28	Police & Firemen's Retirement System of New Jersey unchanged	Shares	0	-$7.9K	$415.0K
29	Owl Creek Wealth Partners LLC trimmed	Shares	-320	-$8.2K	$253
30	Diversified Trust Co trimmed	Shares	-209	-$12.8K	$387.7K
31	GAMMA Investing LLC trimmed	Shares	-657	-$17.3K	$23.2K
32	EVERGREEN CAPITAL MANAGEMENT LLC trimmed	Shares	-864	-$26.4K	$220.2K
33	SIGNATUREFD, LLC trimmed	Shares	-1.1K	-$30.5K	$120.3K
34	Mine & Arao Wealth Creation & Management, LLC. trimmed	Shares	-1.0K	-$30.7K	$262.1K
35	Versant Capital Management, Inc trimmed	Shares	-2.2K	-$57.7K	$21.9K
36	Malaga Cove Capital, LLC trimmed	Shares	-3.6K	-$96.6K	$244.7K
37	BENJAMIN EDWARDS INC trimmed	Shares	-8.3K	-$225.2K	$568.3K
38	Rezny Wealth Management, Inc. exited	Shares	-30.0K	-$771.7K	$0