Goosehead Insurance Inc. Class AGSHD
13F holders, Q4 2024 (December 31)266holders +35
47new positions
19sold out
6famous investors
$107.32avg. 13F price*
At the end of Q4 2024, 266 institutions reported holding Goosehead Insurance Inc. Class A (GSHD) in their 13F filings, up 35 from Q3 2024. 47 opened new positions and 19 sold out. The largest holders were BlackRock, Inc. ($386.2M), Kayne Anderson Rudnick Investment Management LLC ($300.1M) and Vanguard Group Inc. ($268.0M). 6 famous investors held it, including Chuck Akre (0.3% of Akre Capital Management's portfolio), Paul Tudor Jones (0.1% of Tudor Investment Corporation's portfolio) and David E. Shaw (0.0% of D. E. Shaw & Co.'s portfolio).
- Company
- Goosehead Insurance Inc. Class A
- CUSIP
- 38267D109
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q3 2024 → Q4 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 47 | $51.9M |
| Exits | 19 | $6.5M |
All 13F filers, Q3 2024 → Q4 2024: 1,521,270 shares bought and 2,219,244 shares sold, net −697,974 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 266 holders
| BlackRock, Inc. | 0.01% | Add +2.4% | 3,601,801 | $386.2M |
| Kayne Anderson Rudnick Investment Management LLC | 0.69% | Reduce -12.6% | 2,799,352 | $300.1M |
| Vanguard Group Inc. | 0.00% | Add +0.8% | 2,499,479 | $268.0M |
| Wasatch Advisors LP | 1.22% | Reduce -12.2% | 2,298,402 | $246.4M |
| Capital World Investors | 0.03% | No change | 1,688,000 | $181.0M |
| T. Rowe Price Investment Management, Inc. | 0.09% | Reduce -23.4% | 1,284,185 | $137.7M |
| State Street Corp. | 0.00% | Reduce -0.3% | 1,056,192 | $113.2M |
| DF Dent & Co. Inc. | 1.40% | Reduce -12.7% | 1,032,009 | $110.7M |
| American Century Companies Inc. | 0.04% | Add +51.4% | 649,104 | $69.6M |
| Geode Capital Management, LLC | 0.00% | Reduce -14.6% | 549,542 | $58.9M |
| Whitebark Investors LP | 25.64% | — | 516,008 | $55.3M |
| Owls Nest Partners IA, LLC | 11.93% | Reduce -20.8% | 501,475 | $53.8M |
| Dimensional Fund Advisors LP | 0.01% | Add +0.1% | 412,133 | $44.2M |
| Akre Capital Management | 0.34% | No change | 366,125 | $39.3M |
| Riverbridge Partners LLC | 0.44% | Reduce -7.8% | 303,795 | $32.6M |
| Capital International Investors | 0.01% | Reduce -0.0% | 266,952 | $28.6M |
| Northern Trust Corp. | 0.00% | Add +10.4% | 266,466 | $28.6M |
| Morgan Stanley | 0.00% | Add +4.5% | 252,147 | $27.0M |
| 3G Capital Partners LP | 7.69% | Reduce -13.8% | 250,000 | $26.8M |
| Charles Schwab Investment Management Inc. | 0.00% | Add +2.6% | 215,680 | $23.1M |
| D. E. Shaw & Co. | 0.03% | Add +89.5% | 203,969 | $21.9M |
| Goldman Sachs Group Inc. | 0.00% | Add +63.3% | 190,082 | $20.4M |
| Wells Fargo & Company | 0.00% | Add +0.3% | 181,739 | $19.5M |
| Sei Investments Co. | 0.02% | Reduce -1.1% | 176,604 | $18.9M |
| Ashford Capital Management Inc. | 2.04% | Reduce -7.5% | 161,520 | $17.3M |
| Ameriprise Financial Inc. | 0.00% | Add +110.0% | 149,750 | $16.1M |
| Bank of New York Mellon Corp | 0.00% | Reduce -2.7% | 146,579 | $15.7M |
| Voloridge Investment Management, LLC | 0.05% | Add +57.0% | 128,463 | $13.8M |
| King Luther Capital Management Corp. | 0.06% | Reduce -16.9% | 121,483 | $13.0M |
| Envestnet Asset Management Inc. | 0.00% | Add +2.1% | 119,990 | $12.9M |
| Jacobson & Schmitt Advisors, LLC | 2.48% | Reduce -15.5% | 119,632 | $12.8M |
| Principal Financial Group Inc. | 0.01% | Add +3.8% | 118,854 | $12.7M |
| Motley Fool Wealth Management, LLC | 0.63% | Reduce -41.2% | 114,696 | $12.3M |
| Bank of America Corp. | 0.00% | Reduce -26.4% | 113,094 | $12.1M |
| Arrowstreet Capital, Limited Partnership | 0.01% | Add +312.2% | 109,621 | $11.8M |
| Millennium Management | 0.01% | Add +45.8% | 105,074 | $11.3M |
| Qube Research & Technologies Ltd | 0.02% | New | 100,518 | $10.8M |
| State of Wisconsin Investment Board | 0.02% | Add +4.2% | 87,356 | $9.4M |
| Ewing Morris & Co. Investment Partners Ltd. | 3.21% | Reduce -24.2% | 60,396 | $9.3M |
| Motley Fool Asset Management LLC | 0.48% | Reduce -42.0% | 85,722 | $9.2M |
| Polen Capital Management LLC | 0.02% | Reduce -20.4% | 84,310 | $9.0M |
| Great Lakes Advisors, LLC | 0.07% | New | 81,491 | $8.7M |
| Segall Bryant & Hamill, LLC | 0.12% | Reduce -1.3% | 80,612 | $8.6M |
| Royal Bank of Canada | 0.00% | Reduce -9.3% | 74,084 | $7.9M |
| Legal & General Group Plc | 0.00% | Add +0.5% | 67,455 | $7.2M |
| Natixis Advisors, LLC | 0.01% | Reduce -8.8% | 65,819 | $7.1M |
| UBS Group AG | 0.00% | Add +26.9% | 65,816 | $7.1M |
| Invesco Ltd. | 0.00% | Add +39.6% | 65,304 | $7.0M |
| Grandeur Peak Global Advisors, LLC | 0.61% | Reduce -27.7% | 64,642 | $6.9M |
| Rhumbline Advisers | 0.01% | Reduce -0.6% | 64,234 | $6.9M |
| Tudor Investment Corporation | 0.07% | Reduce -36.4% | 63,879 | $6.8M |
| Public Sector Pension Investment Board | 0.03% | Add +18.3% | 60,764 | $6.5M |
| Nuveen Asset Management, LLC | 0.00% | Reduce -19.1% | 55,541 | $6.0M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.00% | Add +26.8% | 55,177 | $5.9M |
| Marshall Wace, LLP | 0.01% | Add +981.8% | 53,959 | $5.8M |
| Stifel Financial Corp. | 0.01% | Reduce -1.6% | 53,493 | $5.7M |
| Next Century Growth Investors LLC | 0.43% | Reduce -0.1% | 53,016 | $5.7M |
| Townsquare Capital LLC | 0.06% | Reduce -4.2% | 52,629 | $5.6M |
| SG Americas Securities, LLC | 0.02% | Add +885.5% | 51,662 | $5.5M |
| Jane Street Group, LLC | 0.01% | Reduce -9.7% | 50,737 | $5.4M |
| First Trust Advisors LP | 0.00% | New | 49,093 | $5.3M |
| Russell Investments Group, Ltd. | 0.01% | Reduce -29.3% | 48,423 | $5.2M |
| Barclays PLC | 0.00% | Reduce -21.0% | 46,813 | $5.0M |
| Swiss National Bank | 0.00% | Reduce -3.6% | 45,200 | $4.8M |
| Alberta Investment Management Corp | 0.03% | Add +232.8% | 36,588 | $3.9M |
| Oppenheimer Asset Management Inc. | 0.05% | Reduce -10.0% | 36,201 | $3.9M |
| Public Employees Retirement System of Ohio | 0.01% | New | 33,962 | $3.6M |
| Citigroup Inc. | 0.00% | Add +14.3% | 32,588 | $3.5M |
| Lighthouse Investment Partners, LLC | 0.13% | New | 30,422 | $3.3M |
| Daiwa Securities Group Inc. | 0.01% | Reduce -6.7% | 29,218 | $3.1M |
| Sovereign's Capital Management, LLC | 1.93% | — | 28,234 | $3.0M |
| Neuberger Berman Group LLC | 0.00% | Add +2.2% | 28,189 | $3.0M |
| Alliancebernstein L.P. | 0.00% | Add +18.5% | 27,725 | $3.0M |
| CANADA LIFE ASSURANCE Co | 0.01% | No change | 27,670 | $3.0M |
| TD Asset Management Inc | 0.00% | Reduce -25.7% | 25,940 | $2.8M |
| FJ Capital Management LLC | 0.32% | Reduce -3.2% | 25,661 | $2.8M |
| Prudential Financial Inc. | 0.00% | Reduce -1.8% | 24,408 | $2.6M |
| Thrivent Financial for Lutherans | 0.01% | Reduce -0.9% | 23,451 | $2.6M |
| PFS Partners, LLC | 1.36% | No change | 23,268 | $2.5M |
| Twinbeech Capital LP | 0.04% | New | 22,945 | $2.5M |
| Trexquant Investment LP | 0.03% | Add +47.0% | 22,542 | $2.4M |
| Janus Henderson Group PLC | 0.00% | Add +0.6% | 22,109 | $2.4M |
| Walleye Capital LLC | 0.02% | New | 21,586 | $2.3M |
| California State Teachers Retirement System | 0.00% | Reduce -4.9% | 21,459 | $2.3M |
| Deutsche Bank AG | 0.00% | Add +48.1% | 20,987 | $2.3M |
| Natixis | 0.01% | New | 20,487 | $2.2M |
| JPMorgan Chase & Co. | 0.00% | Reduce -2.1% | 19,090 | $2.0M |
| Susquehanna International Group, LLP | 0.00% | Add +624.3% | 18,875 | $2.0M |
| State of New Jersey Common Pension Fund D | 0.01% | Reduce -25.1% | 17,893 | $1.9M |
| Amundi | 0.00% | New | 18,336 | $1.9M |
| B. Metzler seel. Sohn & Co. AG | 0.02% | Reduce -20.9% | 17,507 | $1.9M |
| US Bancorp \de | 0.00% | Add +0.5% | 17,138 | $1.8M |
| Corient Private Wealth LP | 0.00% | Reduce -10.4% | 16,942 | $1.8M |
| Two Sigma Investments, LP | 0.00% | Add +9.7% | 15,800 | $1.7M |
| Cubist Systematic Strategies, LLC | 0.03% | New | 15,601 | $1.7M |
| Pathstone Holdings, LLC | 0.01% | Reduce -3.4% | 15,149 | $1.6M |
| Engineers Gate Manager LP | 0.03% | Add +76.8% | 14,929 | $1.6M |
| Voya Investment Management LLC | 0.00% | Reduce -4.3% | 14,770 | $1.6M |
| Campbell & CO Investment Adviser LLC | 0.12% | New | 14,682 | $1.6M |
| Blair William & Co. | 0.00% | Reduce -22.1% | 14,596 | $1.6M |
| FourThought Financial Partners, LLC | 0.16% | Reduce -8.6% | 14,133 | $1.5M |
| M&T Bank Corp | 0.01% | Reduce -2.1% | 13,945 | $1.5M |
| Illinois Municipal Retirement Fund | 0.02% | Add +2.2% | 13,898 | $1.5M |
| State of Alaska, Department of Revenue | 0.02% | Add +0.3% | 13,863 | $1.5M |
| MetLife Investment Management, LLC | 0.01% | Add +7.2% | 13,584 | $1.5M |
| New York State Teachers Retirement System | 0.00% | Add +1.5% | 13,468 | $1.4M |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | 0.00% | Add +3.9% | 12,791 | $1.4M |
| Corebridge Financial, Inc. | 0.01% | Reduce -7.2% | 12,036 | $1.3M |
| Louisiana State Employees Retirement System | 0.02% | Add +0.8% | 11,800 | $1.3M |
| Norden Group LLC | 0.14% | Reduce -2.4% | 11,442 | $1.2M |
| Manufacturers Life Insurance Company, The | 0.00% | Reduce -3.9% | 11,399 | $1.2M |
| WINTON GROUP Ltd | 0.08% | Reduce -17.8% | 11,153 | $1.2M |
| Atria Investments, Inc | 0.01% | Add +7.9% | 11,010 | $1.2M |
| Logan Capital Management Inc. | 0.04% | No change | 10,000 | $1.1M |
| Wesbanco Bank Inc. | 0.04% | No change | 9,800 | $1.1M |
| Quantbot Technologies LP | 0.04% | Add +104.7% | 9,782 | $1.0M |
| T. Rowe Price Associates Inc. | 0.00% | Add +27.6% | 9,355 | $1.0M |
| Yousif Capital Management, LLC | 0.01% | Reduce -0.4% | 9,243 | $991K |
| Verition Fund Management LLC | 0.01% | Add +32.8% | 9,152 | $981K |
| Comerica Bank | 0.00% | Add +0.3% | 9,065 | $972K |
| Integrated Quantitative Investments LLC | 0.48% | — | 9,000 | $965K |
| Los Angeles Capital Management LLC | 0.00% | Add +2.4% | 8,942 | $959K |
| Intech Investment Management LLC | 0.01% | Add +31.2% | 8,718 | $935K |
| Portside Wealth Group, LLC | 0.15% | Reduce -4.4% | 8,369 | $897K |
| Maryland State Retirement & Pension System | 0.02% | No change | 8,175 | $877K |
| Verdence Capital Advisors LLC | 0.07% | Reduce -9.1% | 8,063 | $865K |
| Granahan Investment Management, LLC | 0.04% | Add +12.0% | 7,972 | $855K |
| Dynamic Technology Lab Private Ltd | 0.13% | New | 7,820 | $838K |
| Victory Capital Management Inc. | 0.00% | Reduce -14.7% | 7,766 | $833K |
| Equitable Trust Co. | 0.04% | Reduce -11.8% | 7,341 | $787K |
| New York State Common Retirement Fund | 0.00% | Reduce -5.3% | 7,282 | $781K |
| Amalgamated Bank | 0.01% | Add +1.3% | 7,052 | $756K |
| Janney Montgomery Scott LLC | 0.00% | Add +10.9% | 6,880 | $738K |
| ProShare Advisors LLC | 0.00% | Add +44.2% | 6,812 | $730K |
| Arizona State Retirement System | 0.00% | Reduce -3.6% | 6,653 | $713K |
| Teachers Retirement System of the State of Kentucky | 0.01% | No change | 6,635 | $712K |
| Schonfeld Strategic Advisors LLC | 0.00% | New | 6,440 | $690K |
| &partners | 0.01% | Add +100.1% | 6,234 | $672K |
| Point72 Asset Management | 0.00% | New | 6,200 | $665K |
| State Board of Administration of Florida Retirement System | 0.00% | No change | 6,082 | $652K |
| State of Tennessee, Department of Treasury | 0.00% | Reduce -4.2% | 5,982 | $641K |
| Handelsbanken Fonder AB | 0.00% | Reduce -17.1% | 5,800 | $622K |
| Oregon Public Employees Retirement Fund | 0.01% | No change | 5,728 | $614K |
| Baird Financial Group, Inc. | 0.00% | Reduce -64.5% | 5,542 | $594K |
| BNP Paribas Financial Markets | 0.00% | Reduce -75.5% | 5,447 | $584K |
| HighTower Advisors, LLC | 0.00% | Add +5.1% | 5,299 | $568K |
| Mariner, LLC | 0.00% | Reduce -7.5% | 5,222 | $560K |
| Commonwealth of Pennsylvania Public School Empls Retrmt SYS | 0.00% | Add +0.7% | 5,208 | $558K |
| Yorktown Management & Research Co Inc | 0.52% | No change | 5,050 | $541K |
| KLP Kapitalforvaltning As | 0.00% | — | 5,000 | $536K |
| Police & Firemen's Retirement System of New Jersey | 0.01% | — | 4,830 | $518K |
| Man Group plc | 0.00% | New | 4,757 | $510K |
| Precision Wealth Strategies, LLC | 0.39% | Add +5.7% | 4,726 | $507K |
| Cetera Investment Advisers | 0.00% | Reduce -38.1% | 4,694 | $503K |
| Raymond James Financial Inc. | 0.00% | — | 4,584 | $491K |
| Alliance Wealth Advisors, LLC | 0.13% | Reduce -2.1% | 4,569 | $490K |
| TD Waterhouse Canada Inc. | 0.00% | No change | 4,444 | $476K |
| Bank of Montreal | 0.00% | Add +7.6% | 4,366 | $468K |
| HRT Financial LP | 0.00% | Reduce -82.5% | 4,274 | $458K |
| Dark Forest Capital Management LP | 0.06% | New | 4,073 | $437K |
| Trust Point Inc. | 0.03% | Reduce -46.9% | 3,988 | $428K |
| Janney Capital Management LLC | 0.03% | Reduce -25.8% | 3,963 | $425K |
| Danske Bank A/S | 0.00% | New | 3,957 | $424K |
| Gsa Capital Partners LLP | 0.03% | Reduce -70.4% | 3,762 | $403K |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 0.00% | Reduce -9.4% | 3,750 | $402K |
| Mutual of America Capital Management LLC | 0.00% | Reduce -92.8% | 3,695 | $396K |
| Virtu Financial LLC | 0.02% | New | 3,555 | $381K |
| Two Sigma Securities, LLC | 0.07% | Add +14.9% | 3,531 | $379K |
| Compound Planning, Inc. | 0.02% | Add +12.5% | 3,462 | $371K |
| BloombergSen Inc. | 0.03% | Reduce -17.9% | 3,401 | $345K |
| O'shaughnessy Asset Management, LLC | 0.00% | New | 3,061 | $328K |
| XTX Topco Ltd | 0.03% | New | 3,054 | $327K |
| Chicago Capital, LLC | 0.01% | New | 2,993 | $321K |
| Pictet Asset Management Holding SA | 0.00% | Add +10.0% | 2,792 | $299K |
| Atom Investors LP | 0.04% | Add +20.4% | 2,774 | $297K |
| Freestone Grove Partners LP | 0.00% | — | 2,625 | $281K |
| Sanctuary Advisors, LLC | 0.00% | Reduce -7.5% | 2,562 | $279K |
| Mechanics Bank Trust Department | 0.04% | Add +4.5% | 2,552 | $274K |
| Public Employees Retirement Association of Colorado | 0.00% | No change | 2,526 | $271K |
| Occudo Quantitative Strategies LP | 0.05% | New | 2,379 | $255K |
| LPL Financial LLC | 0.00% | New | 2,340 | $251K |
| AQR Capital Management | 0.00% | New | 2,333 | $250K |
| Cambridge Investment Research Advisors, Inc. | 0.00% | New | 2,332 | $250K |
| Cottonwood Capital Advisors, LLC | 0.18% | New | 2,322 | $249K |
| Entropy Technologies, LP | 0.03% | New | 2,306 | $247K |
| Ameritas Investment Partners, Inc. | 0.01% | No change | 2,277 | $244K |
| Wallace Advisory Group, LLC | 0.17% | New | 2,732 | $244K |
| Tower Research Capital LLC (TRC) | 0.00% | Add +91.2% | 2,228 | $239K |
| Vanguard Personalized Indexing Management, LLC | 0.00% | New | 2,176 | $233K |
| Cibc World Markets Corp. | 0.00% | New | 2,103 | $225K |
| Creative Planning | 0.00% | New | 2,008 | $215K |
| Systematic Alpha Investments, LLC | 0.01% | New | 2,000 | $214K |
| Prudent Man Advisors, LLC | 0.08% | New | 1,996 | $214K |
| CIBC Private Wealth Group LLC | 0.00% | No change | 2,025 | $210K |
| FMR LLC | 0.00% | Add +9.9% | 1,589 | $170K |
| New Age Alpha Advisors, LLC | 0.01% | New | 1,376 | $148K |
| PNC Financial Services Group, Inc. | 0.00% | Add +2.6% | 1,205 | $129K |
| Caitong International Asset Management Co., Ltd | 0.12% | — | 1,188 | $127K |
| Harbor Investment Advisory, LLC | 0.01% | Reduce -12.7% | 1,141 | $122K |
| KBC Group NV | 0.00% | No change | 912 | $98K |
| Jones Financial Companies LLLP | 0.00% | Add +51.9% | 905 | $97K |
| Wilmington Savings Fund Society, FSB | 0.00% | No change | 700 | $75K |
| Financial Management Professionals, Inc. | 0.01% | Reduce -0.6% | 671 | $72K |
| Cullen/Frost Bankers, Inc. | 0.00% | No change | 635 | $68K |
| Fifth Third Bancorp | 0.00% | Reduce -0.9% | 632 | $68K |
| GAMMA Investing LLC | 0.01% | Add +73.6% | 606 | $65K |
| Smartleaf Asset Management LLC | 0.01% | Add +462.7% | 619 | $64K |
| First Horizon Advisors, Inc. | 0.00% | No change | 593 | $64K |
| Kestra Investment Management, LLC | 0.00% | New | 588 | $63K |
| Wolff Wiese Magana LLC | 0.04% | No change | 568 | $61K |
| Point72 (DIFC) Ltd | 0.01% | New | 566 | $61K |
| Bayforest Capital Ltd | 0.06% | — | 446 | $48K |
| Osaic Holdings, Inc. | 0.00% | Add +13.9% | 384 | $41K |
| Global Retirement Partners, LLC | 0.00% | No change | 365 | $39K |
| R Squared Ltd | 0.04% | — | 360 | $39K |
| Whittier Trust Co. of Nevada Inc. | 0.00% | No change | 321 | $34K |
| Nisa Investment Advisors, LLC | 0.00% | No change | 304 | $33K |
| 1620 Investment Advisors, Inc. | 0.02% | No change | 275 | $29K |
| Cwm, LLC | 0.00% | Reduce -11.2% | 261 | $28K |
| Asset Dedication, LLC | 0.00% | No change | 249 | $27K |
| GW&K Investment Management, LLC | 0.00% | No change | 201 | $22K |
| Point72 Asia (Singapore) Pte. Ltd. | 0.01% | New | 175 | $19K |
| TCTC Holdings, LLC | 0.00% | New | 152 | $16K |
| Quadrant Capital Group LLC | 0.00% | No change | 131 | $14K |
| Parallel Advisors, LLC | 0.00% | No change | 129 | $14K |
| MAI Capital Management | 0.00% | New | 116 | $12K |
| Bessemer Group Inc. | 0.00% | Add +182.9% | 99 | $11K |
| Signaturefd, LLC | 0.00% | Reduce -94.0% | 90 | $10K |
| Tucker Asset Management LLC | 0.00% | Reduce -21.8% | 68 | $7K |
| MCF Advisors LLC | 0.00% | No change | 66 | $7K |
| UMB Bank, n.a. | 0.00% | No change | 62 | $7K |
| Park Place Capital Corp | 0.00% | Reduce -44.4% | 50 | $5K |
| Northwestern Mutual Wealth Management Co. | 0.00% | Add +512.5% | 49 | $5K |
| EverSource Wealth Advisors, LLC | 0.00% | Reduce -42.0% | 47 | $5K |
| Capital Advisors, Ltd. LLC | 0.00% | No change | 49 | $5K |
| Venturi Wealth Management, LLC | 0.00% | No change | 45 | $5K |
| Bogart Wealth, LLC | 0.00% | No change | 44 | $5K |
| Avior Wealth Management, LLC | 0.00% | Reduce -26.0% | 37 | $4K |
| Larson Financial Group LLC | 0.00% | Add +3000.0% | 31 | $3K |
| Rothschild Investment LLC | 0.00% | No change | 30 | $3K |
| Farther Finance Advisors, LLC | 0.00% | No change | 26 | $3K |
| Sterling Capital Management LLC | 0.00% | Add +4.5% | 23 | $2K |
| Covestor Ltd | 0.00% | Add +80.0% | 18 | $2K |
| SBI Securities Co., Ltd. | 0.00% | — | 17 | $2K |
| Brooklyn Investment Group | 0.00% | New | 15 | $2K |
| Leonteq Securities AG | 0.00% | Reduce -22.2% | 14 | $2K |
| Farmers & Merchants Investments Inc. | 0.00% | No change | 14 | $2K |
| Missouri Trust & Investment Co | 0.00% | No change | 12 | $1K |
| Versant Capital Management, Inc | 0.00% | No change | 12 | $1K |
| Allworth Financial LP | 0.00% | Add +33.3% | 12 | $1K |
| Richard W. Paul & Associates, LLC | 0.00% | Reduce -66.7% | 11 | $1K |
| Spire Wealth Management | 0.00% | New | 10 | $1K |
| JFS Wealth Advisors, LLC | 0.00% | No change | 10 | $1K |
| MassMutual Private Wealth & Trust, FSB | 0.00% | New | 9 | $965 |
| Geneos Wealth Management Inc. | 0.00% | New | 9 | $965 |
| Continuum Advisory, LLC | 0.00% | No change | 7 | $751 |
| Lanark Financial, Inc. | 0.07% | — | 6 | $733 |
| WPG Advisers, LLC | 0.00% | — | 6 | $643 |
| Huntington National Bank | 0.00% | Reduce -83.3% | 6 | $643 |
| SJS Investment Consulting Inc. | 0.00% | Reduce -40.0% | 3 | $322 |
| Abound Wealth Management | 0.00% | No change | 2 | $215 |
| Parkside Financial Bank & Trust | 0.00% | No change | 2 | $215 |
| Coppell Advisory Solutions LLC | 0.00% | No change | 2 | $208 |
| Assetmark, Inc. | 0.00% | New | 1 | $107 |
| Global Financial Private Client, LLC | 0.00% | New | 1 | $107 |
| Hemington Wealth Management | 0.00% | Add +16.7% | 7 | $0 |
"% of holder's portfolio" is GSHD's weight in each manager's 13F, not the share of Goosehead Insurance Inc. Class A the manager owns.