Goosehead Insurance Inc. Class AGSHD
13F holders, Q1 2025 (March 31)286holders +20
46new positions
27sold out
8famous investors
$118.20avg. 13F price*
At the end of Q1 2025, 286 institutions reported holding Goosehead Insurance Inc. Class A (GSHD) in their 13F filings, up 20 from Q4 2024. 46 opened new positions and 27 sold out. The largest holders were BlackRock, Inc. ($414.5M), Kayne Anderson Rudnick Investment Management LLC ($292.3M) and Vanguard Group Inc. ($290.4M). 8 famous investors held it, including Chuck Akre (0.4% of Akre Capital Management's portfolio), David E. Shaw (0.1% of D. E. Shaw & Co.'s portfolio) and Paul Tudor Jones (0.0% of Tudor Investment Corporation's portfolio).
- Company
- Goosehead Insurance Inc. Class A
- CUSIP
- 38267D109
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q4 2024 → Q1 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 46 | $81.2M |
| Exits | 27 | $16.8M |
All 13F filers, Q4 2024 → Q1 2025: 1,880,445 shares bought and 2,036,929 shares sold, net −156,484 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 286 holders
| BlackRock, Inc. | 0.01% | Reduce -2.5% | 3,510,853 | $414.5M |
| Kayne Anderson Rudnick Investment Management LLC | 0.72% | Reduce -11.6% | 2,475,834 | $292.3M |
| Vanguard Group Inc. | 0.01% | Reduce -1.6% | 2,459,418 | $290.4M |
| Wasatch Advisors LP | 1.33% | Reduce -12.0% | 2,021,592 | $238.7M |
| Capital World Investors | 0.03% | No change | 1,688,000 | $199.3M |
| T. Rowe Price Investment Management, Inc. | 0.09% | Reduce -6.2% | 1,204,813 | $142.2M |
| State Street Corp. | 0.00% | Reduce -4.1% | 1,013,189 | $119.6M |
| DF Dent & Co. Inc. | 1.41% | Reduce -13.5% | 892,916 | $105.4M |
| Geode Capital Management, LLC | 0.01% | Add +2.3% | 562,246 | $66.4M |
| American Century Companies Inc. | 0.04% | Reduce -23.4% | 497,339 | $58.7M |
| Owls Nest Partners IA, LLC | 13.82% | Reduce -3.4% | 484,544 | $57.2M |
| Dimensional Fund Advisors LP | 0.01% | Add +1.3% | 417,459 | $49.3M |
| Akre Capital Management | 0.42% | No change | 366,125 | $43.2M |
| Goldman Sachs Group Inc. | 0.01% | Add +86.6% | 354,775 | $41.9M |
| Whitebark Investors LP | 20.99% | Reduce -34.3% | 339,008 | $40.0M |
| D. E. Shaw & Co. | 0.05% | Add +63.6% | 333,781 | $39.4M |
| UBS Group AG | 0.01% | Add +336.9% | 287,541 | $33.9M |
| Riverbridge Partners LLC | 0.52% | Reduce -8.8% | 277,133 | $32.7M |
| Capital International Investors | 0.01% | Reduce -0.1% | 266,828 | $31.5M |
| Northern Trust Corp. | 0.00% | Reduce -0.0% | 266,452 | $31.5M |
| Balyasny Asset Management L.P. | 0.08% | New | 254,630 | $30.1M |
| Ameriprise Financial Inc. | 0.01% | Add +56.7% | 234,692 | $27.7M |
| 3G Capital Partners LP | 7.63% | Reduce -10.0% | 225,000 | $26.6M |
| Marshall Wace, LLP | 0.04% | Add +307.5% | 219,889 | $26.0M |
| Morgan Stanley | 0.00% | Reduce -14.4% | 215,951 | $25.5M |
| Charles Schwab Investment Management Inc. | 0.00% | Add +0.0% | 215,764 | $25.5M |
| Wells Fargo & Company | 0.01% | Add +2.8% | 186,751 | $22.0M |
| Driehaus Capital Management LLC | 0.21% | New | 186,371 | $22.0M |
| Arrowstreet Capital, Limited Partnership | 0.02% | Add +69.0% | 185,302 | $21.9M |
| Sei Investments Co. | 0.03% | Reduce -7.0% | 164,265 | $19.4M |
| Bank of America Corp. | 0.00% | Add +25.4% | 141,816 | $16.7M |
| Bank of New York Mellon Corp | 0.00% | Reduce -3.8% | 140,967 | $16.6M |
| Voloridge Investment Management, LLC | 0.06% | Add +6.3% | 136,492 | $16.1M |
| Qube Research & Technologies Ltd | 0.02% | Add +25.1% | 125,727 | $14.8M |
| Principal Financial Group Inc. | 0.01% | Add +2.4% | 121,654 | $14.4M |
| King Luther Capital Management Corp. | 0.07% | Reduce -2.3% | 118,676 | $14.0M |
| Jacobson & Schmitt Advisors, LLC | 2.61% | Reduce -9.5% | 108,226 | $12.8M |
| Motley Fool Wealth Management, LLC | 0.73% | Reduce -8.5% | 104,911 | $12.4M |
| Envestnet Asset Management Inc. | 0.00% | Reduce -13.9% | 103,347 | $12.2M |
| Millennium Management | 0.01% | Reduce -2.5% | 102,407 | $12.1M |
| Invesco Ltd. | 0.00% | Add +56.8% | 102,402 | $12.1M |
| Segall Bryant & Hamill, LLC | 0.14% | Reduce -2.7% | 78,401 | $9.3M |
| Ewing Morris & Co. Investment Partners Ltd. | 2.92% | Reduce -9.9% | 54,396 | $9.2M |
| Public Sector Pension Investment Board | 0.04% | Add +27.3% | 77,334 | $9.1M |
| Motley Fool Asset Management LLC | 0.49% | Reduce -13.6% | 74,092 | $8.7M |
| State of Wisconsin Investment Board | 0.02% | Reduce -20.6% | 69,399 | $8.2M |
| Nuveen, LLC | 0.00% | — | 67,978 | $8.0M |
| Royal Bank of Canada | 0.00% | Reduce -9.5% | 67,019 | $7.9M |
| Legal & General Group Plc | 0.00% | Reduce -2.8% | 65,537 | $7.7M |
| Rhumbline Advisers | 0.01% | Reduce -0.5% | 63,945 | $7.5M |
| Polen Capital Management LLC | 0.02% | Reduce -27.3% | 61,317 | $7.2M |
| Natixis Advisors, LLC | 0.01% | Reduce -9.1% | 59,812 | $7.1M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.00% | Add +5.8% | 58,395 | $6.9M |
| Twinbeech Capital LP | 0.12% | Add +138.4% | 54,713 | $6.5M |
| Renaissance Technologies | 0.01% | New | 54,000 | $6.4M |
| Next Century Growth Investors LLC | 0.55% | Reduce -0.3% | 52,840 | $6.2M |
| Amundi | 0.00% | Add +181.0% | 51,524 | $6.2M |
| Townsquare Capital LLC | 0.06% | Reduce -5.7% | 49,617 | $5.9M |
| First Trust Advisors LP | 0.01% | Add +1.0% | 49,565 | $5.9M |
| Russell Investments Group, Ltd. | 0.01% | Reduce -2.7% | 47,129 | $5.6M |
| Grandeur Peak Global Advisors, LLC | 0.62% | Reduce -27.3% | 46,999 | $5.5M |
| Tudor Investment Corporation | 0.05% | Reduce -26.5% | 46,929 | $5.5M |
| Jane Street Group, LLC | 0.01% | Reduce -9.2% | 46,055 | $5.4M |
| Stifel Financial Corp. | 0.01% | Reduce -14.2% | 45,892 | $5.4M |
| Swiss National Bank | 0.00% | Reduce -0.7% | 44,900 | $5.3M |
| SG Americas Securities, LLC | 0.02% | Reduce -18.3% | 42,186 | $5.0M |
| Alberta Investment Management Corp | 0.03% | Add +11.6% | 40,830 | $4.8M |
| FJ Capital Management LLC | 0.42% | Add +34.4% | 34,498 | $4.1M |
| Barclays PLC | 0.00% | Reduce -26.9% | 34,197 | $4.0M |
| Citigroup Inc. | 0.00% | Add +4.7% | 34,108 | $4.0M |
| Public Employees Retirement System of Ohio | 0.01% | Reduce -6.6% | 31,716 | $3.7M |
| Oppenheimer Asset Management Inc. | 0.05% | Reduce -13.6% | 31,273 | $3.7M |
| Susquehanna International Group, LLP | 0.01% | Add +56.4% | 29,524 | $3.5M |
| Neuberger Berman Group LLC | 0.00% | Add +1.9% | 28,711 | $3.4M |
| Daiwa Securities Group Inc. | 0.01% | Reduce -2.7% | 28,418 | $3.4M |
| Ashford Capital Management Inc. | 0.43% | Reduce -82.7% | 27,977 | $3.3M |
| Alliancebernstein L.P. | 0.00% | Reduce -0.1% | 27,709 | $3.3M |
| Aquatic Capital Management LLC | 0.08% | New | 27,689 | $3.3M |
| Sovereign's Capital Management, LLC | 1.93% | Reduce -2.7% | 27,460 | $3.2M |
| Quantbot Technologies LP | 0.10% | Add +179.4% | 27,329 | $3.2M |
| G2 Investment Partners Management LLC | 0.98% | New | 25,400 | $3.0M |
| CANADA LIFE ASSURANCE Co | 0.01% | Reduce -8.9% | 25,193 | $3.0M |
| PFS Partners, LLC | 1.54% | Add +5.5% | 24,536 | $2.9M |
| Prudential Financial Inc. | 0.00% | Reduce -2.8% | 23,718 | $2.8M |
| Thrivent Financial for Lutherans | 0.01% | Reduce -4.0% | 22,513 | $2.7M |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 0.01% | New | 22,368 | $2.6M |
| TD Asset Management Inc | 0.00% | Reduce -15.3% | 21,976 | $2.6M |
| JPMorgan Chase & Co. | 0.00% | Add +11.3% | 21,249 | $2.5M |
| California State Teachers Retirement System | 0.00% | Reduce -1.6% | 21,111 | $2.5M |
| Janus Henderson Group PLC | 0.00% | Reduce -4.9% | 21,020 | $2.5M |
| Voya Investment Management LLC | 0.00% | Add +39.6% | 20,623 | $2.4M |
| BNP Paribas Financial Markets | 0.00% | Add +272.6% | 20,298 | $2.4M |
| Deutsche Bank AG | 0.00% | Reduce -9.4% | 19,016 | $2.2M |
| Engineers Gate Manager LP | 0.04% | Add +25.0% | 18,663 | $2.2M |
| State of New Jersey Common Pension Fund D | 0.01% | Add +2.3% | 18,311 | $2.2M |
| Pathstone Holdings, LLC | 0.01% | Add +18.9% | 18,012 | $2.1M |
| Verition Fund Management LLC | 0.01% | Add +91.9% | 17,564 | $2.1M |
| Two Sigma Investments, LP | 0.00% | Add +3.9% | 16,416 | $1.9M |
| Lighthouse Investment Partners, LLC | 0.08% | Reduce -49.7% | 15,305 | $1.8M |
| B. Metzler seel. Sohn & Co. AG | 0.02% | Reduce -17.3% | 14,477 | $1.7M |
| Corient Private Wealth LP | 0.00% | Reduce -19.9% | 13,569 | $1.6M |
| State of Alaska, Department of Revenue | 0.02% | Reduce -2.5% | 13,516 | $1.6M |
| New York State Teachers Retirement System | 0.00% | No change | 13,468 | $1.6M |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | 0.00% | Add +4.5% | 13,369 | $1.6M |
| FourThought Financial Partners, LLC | 0.17% | Reduce -5.5% | 13,359 | $1.6M |
| MetLife Investment Management, LLC | 0.01% | Reduce -2.9% | 13,190 | $1.6M |
| Walleye Capital LLC | 0.02% | Reduce -39.2% | 13,120 | $1.5M |
| M&T Bank Corp | 0.01% | Reduce -6.0% | 13,105 | $1.5M |
| Illinois Municipal Retirement Fund | 0.02% | Reduce -7.5% | 12,863 | $1.5M |
| Man Group plc | 0.00% | Add +169.5% | 12,820 | $1.5M |
| T. Rowe Price Associates Inc. | 0.00% | Add +29.3% | 12,094 | $1.4M |
| US Bancorp \de | 0.00% | Reduce -30.5% | 11,915 | $1.4M |
| Corebridge Financial, Inc. | 0.01% | Reduce -2.0% | 11,799 | $1.4M |
| Manufacturers Life Insurance Company, The | 0.00% | Add +3.2% | 11,763 | $1.4M |
| Louisiana State Employees Retirement System | 0.03% | Reduce -2.5% | 11,500 | $1.4M |
| Atom Investors LP | 0.17% | Add +314.2% | 11,489 | $1.4M |
| Point72 Asset Management | 0.00% | Add +85.2% | 11,485 | $1.4M |
| Intech Investment Management LLC | 0.01% | Add +28.2% | 11,179 | $1.3M |
| WINTON GROUP Ltd | 0.08% | Reduce -2.3% | 10,902 | $1.3M |
| ProShare Advisors LLC | 0.00% | Add +56.5% | 10,660 | $1.3M |
| Norden Group LLC | 0.14% | Reduce -9.3% | 10,373 | $1.2M |
| Annex Advisory Services, LLC | 0.03% | New | 10,125 | $1.2M |
| Logan Capital Management Inc. | 0.05% | No change | 10,000 | $1.2M |
| Jump Financial, LLC | 0.02% | New | 9,974 | $1.2M |
| Blair William & Co. | 0.00% | Reduce -32.1% | 9,913 | $1.2M |
| Wesbanco Bank Inc. | 0.04% | No change | 9,800 | $1.2M |
| Select Equity Group, L.P. | 0.01% | New | 9,796 | $1.2M |
| Magnetar Financial LLC | 0.02% | New | 9,583 | $1.1M |
| Raymond James Financial Inc. | 0.00% | Add +104.1% | 9,358 | $1.1M |
| Comerica Bank | 0.00% | Add +0.5% | 9,107 | $1.1M |
| Integrated Quantitative Investments LLC | 0.52% | No change | 9,000 | $1.1M |
| Yousif Capital Management, LLC | 0.01% | Reduce -3.0% | 8,965 | $1.1M |
| Los Angeles Capital Management LLC | 0.00% | Add +0.1% | 8,949 | $1.1M |
| Financial Harvest, LLC | 0.85% | New | 2,747 | $1.0M |
| Atria Investments, Inc | 0.01% | Reduce -22.1% | 8,579 | $1.0M |
| STRS Ohio | 0.00% | New | 8,100 | $956K |
| Portside Wealth Group, LLC | 0.15% | Reduce -3.9% | 8,039 | $949K |
| Dark Forest Capital Management LP | 0.04% | Add +92.2% | 7,829 | $924K |
| Victory Capital Management Inc. | 0.00% | Reduce -1.4% | 7,661 | $904K |
| Verdence Capital Advisors LLC | 0.07% | Reduce -6.5% | 7,539 | $890K |
| New York State Common Retirement Fund | 0.00% | No change | 7,282 | $860K |
| Maryland State Retirement & Pension System | 0.02% | Reduce -13.4% | 7,081 | $836K |
| &partners | 0.01% | Add +11.5% | 6,949 | $823K |
| Amalgamated Bank | 0.01% | Reduce -2.4% | 6,881 | $812K |
| Bryce Point Capital, LLC | 0.61% | New | 6,806 | $807K |
| Teachers Retirement System of the State of Kentucky | 0.01% | No change | 6,635 | $784K |
| Arizona State Retirement System | 0.01% | Reduce -0.3% | 6,631 | $783K |
| Janney Montgomery Scott LLC | 0.00% | Reduce -9.1% | 6,251 | $738K |
| State Board of Administration of Florida Retirement System | 0.00% | No change | 6,082 | $718K |
| Cubist Systematic Strategies, LLC | 0.01% | Reduce -61.3% | 6,042 | $713K |
| State of Tennessee, Department of Treasury | 0.00% | No change | 5,982 | $706K |
| Commonwealth of Pennsylvania Public School Empls Retrmt SYS | 0.00% | Add +12.1% | 5,837 | $689K |
| Handelsbanken Fonder AB | 0.00% | No change | 5,800 | $685K |
| Dynamic Technology Lab Private Ltd | 0.10% | Reduce -26.4% | 5,753 | $679K |
| Schonfeld Strategic Advisors LLC | 0.00% | Reduce -11.5% | 5,700 | $673K |
| Teacher Retirement System of Texas | 0.00% | New | 5,651 | $667K |
| Oregon Public Employees Retirement Fund | 0.01% | Reduce -1.8% | 5,628 | $664K |
| Precision Wealth Strategies, LLC | 0.50% | Add +17.0% | 5,531 | $653K |
| HighTower Advisors, LLC | 0.00% | Add +3.9% | 5,504 | $650K |
| Equitable Trust Co. | 0.04% | Reduce -25.6% | 5,460 | $645K |
| Mariner, LLC | 0.00% | Add +2.1% | 5,333 | $630K |
| Bank of Montreal | 0.00% | Add +18.7% | 5,183 | $612K |
| Chicago Capital, LLC | 0.02% | Add +73.0% | 5,177 | $611K |
| Citadel Advisors | 0.00% | New | 5,116 | $604K |
| Yorktown Management & Research Co Inc | 0.65% | No change | 5,050 | $596K |
| Baird Financial Group, Inc. | 0.00% | Reduce -9.6% | 5,010 | $591K |
| Granahan Investment Management, LLC | 0.03% | Reduce -37.2% | 5,008 | $591K |
| Cibc World Markets Corp. | 0.00% | Add +137.2% | 4,988 | $589K |
| Police & Firemen's Retirement System of New Jersey | 0.01% | No change | 4,830 | $570K |
| Nebula Research & Development LLC | 0.05% | New | 4,810 | $568K |
| Lanark Financial, Inc. | 0.05% | — | 4,693 | $554K |
| Jain Global LLC | 0.01% | New | 4,581 | $541K |
| OP Asset Management Ltd | 0.01% | — | 4,498 | $531K |
| Boothbay Fund Management, LLC | 0.02% | New | 4,493 | $530K |
| Alliance Wealth Advisors, LLC | 0.14% | Reduce -2.5% | 4,453 | $526K |
| TD Waterhouse Canada Inc. | 0.00% | Add +0.1% | 4,449 | $524K |
| KLP Kapitalforvaltning As | 0.00% | Reduce -12.0% | 4,400 | $519K |
| AQR Capital Management | 0.00% | Add +85.7% | 4,332 | $511K |
| O'shaughnessy Asset Management, LLC | 0.00% | Add +38.6% | 4,243 | $501K |
| Osaic Holdings, Inc. | 0.00% | Add +981.0% | 4,151 | $490K |
| Compound Planning, Inc. | 0.02% | Add +14.7% | 3,972 | $469K |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 0.00% | No change | 3,750 | $443K |
| Janney Capital Management LLC | 0.03% | Reduce -8.7% | 3,617 | $427K |
| Mutual of America Capital Management LLC | 0.00% | Reduce -3.8% | 3,553 | $419K |
| Aster Capital Management (DIFC) Ltd | 0.08% | New | 3,324 | $410K |
| Cresset Asset Management, LLC | 0.00% | New | 3,400 | $401K |
| LPL Financial LLC | 0.00% | Add +42.1% | 3,325 | $393K |
| Alps Advisors Inc. | 0.00% | New | 3,100 | $366K |
| Virtu Financial LLC | 0.02% | Reduce -14.6% | 3,037 | $358K |
| Cetera Investment Advisers | 0.00% | Reduce -35.7% | 3,018 | $356K |
| Y-Intercept (Hong Kong) Ltd | 0.02% | New | 2,959 | $349K |
| Creative Planning | 0.00% | Add +44.5% | 2,901 | $342K |
| Pictet Asset Management Holding SA | 0.00% | Add +1.6% | 2,836 | $335K |
| Bayesian Capital Management, LP | 0.05% | New | 2,662 | $314K |
| Entropy Technologies, LP | 0.03% | Add +13.0% | 2,606 | $308K |
| Public Employees Retirement Association of Colorado | 0.00% | No change | 2,526 | $298K |
| Wallace Advisory Group, LLC | 0.20% | Reduce -1.3% | 2,697 | $289K |
| Sanctuary Advisors, LLC | 0.00% | Reduce -5.1% | 2,431 | $287K |
| Great Valley Advisor Group, Inc. | 0.01% | New | 2,387 | $282K |
| Vanguard Personalized Indexing Management, LLC | 0.00% | Add +8.4% | 2,358 | $278K |
| Mechanics Bank Trust Department | 0.04% | Reduce -7.7% | 2,356 | $278K |
| Cottonwood Capital Advisors, LLC | 0.20% | No change | 2,322 | $274K |
| Ameritas Investment Partners, Inc. | 0.01% | No change | 2,277 | $269K |
| BloombergSen Inc. | 0.02% | Reduce -33.8% | 2,250 | $266K |
| CIBC Private Wealth Group LLC | 0.00% | Add +19.8% | 2,426 | $252K |
| FMR LLC | 0.00% | Add +29.0% | 2,050 | $242K |
| Systematic Alpha Investments, LLC | 0.01% | No change | 2,000 | $236K |
| Prudent Man Advisors, LLC | 0.09% | No change | 1,996 | $236K |
| Numerai GP LLC | 0.04% | New | 1,912 | $226K |
| Jefferies Financial Group Inc. | 0.00% | New | 1,902 | $225K |
| Meixler Investment Management, Ltd. | 0.15% | New | 1,869 | $221K |
| Campbell & CO Investment Adviser LLC | 0.02% | Reduce -87.8% | 1,787 | $211K |
| Crossmark Global Holdings, Inc. | 0.00% | New | 1,762 | $208K |
| Point72 Asia (Singapore) Pte. Ltd. | 0.05% | Add +789.1% | 1,556 | $184K |
| New Age Alpha Advisors, LLC | 0.01% | Reduce -9.7% | 1,242 | $147K |
| KBC Group NV | 0.00% | Add +20.7% | 1,101 | $130K |
| PNC Financial Services Group, Inc. | 0.00% | Reduce -9.3% | 1,093 | $129K |
| Harbor Investment Advisory, LLC | 0.01% | Reduce -13.7% | 985 | $116K |
| Jones Financial Companies LLLP | 0.00% | Add +6.0% | 959 | $114K |
| Tower Research Capital LLC (TRC) | 0.00% | Reduce -57.0% | 957 | $113K |
| Simplex Trading, LLC | 0.00% | New | 746 | $88K |
| Fifth Third Bancorp | 0.00% | Add +6.3% | 672 | $79K |
| Smartleaf Asset Management LLC | 0.01% | Add +6.3% | 658 | $78K |
| Cullen/Frost Bankers, Inc. | 0.00% | No change | 635 | $75K |
| First Horizon Advisors, Inc. | 0.00% | Add +5.4% | 625 | $74K |
| Financial Management Professionals, Inc. | 0.01% | Reduce -7.9% | 618 | $73K |
| GAMMA Investing LLC | 0.01% | Add +1.6% | 616 | $73K |
| AlphaQuest LLC | 0.01% | New | 611 | $72K |
| Group One Trading LLC | 0.00% | New | 609 | $72K |
| Caitong International Asset Management Co., Ltd | 0.05% | Reduce -50.6% | 587 | $69K |
| Wolff Wiese Magana LLC | 0.05% | No change | 568 | $67K |
| SVB Wealth LLC | 0.00% | New | 526 | $62K |
| DekaBank Deutsche Girozentrale | 0.00% | New | 464 | $53K |
| Wilmington Savings Fund Society, FSB | 0.00% | Reduce -39.3% | 425 | $50K |
| Larson Financial Group LLC | 0.00% | Add +1251.6% | 419 | $49K |
| Coldstream Capital Management Inc. | 0.00% | New | 344 | $41K |
| Quadrant Capital Group LLC | 0.00% | Add +154.2% | 333 | $39K |
| TCTC Holdings, LLC | 0.00% | Add +117.1% | 330 | $39K |
| Whittier Trust Co. of Nevada Inc. | 0.00% | No change | 321 | $38K |
| Nisa Investment Advisors, LLC | 0.00% | No change | 304 | $36K |
| Bessemer Group Inc. | 0.00% | Add +192.9% | 290 | $34K |
| 1620 Investment Advisors, Inc. | 0.03% | No change | 275 | $32K |
| Cwm, LLC | 0.00% | Add +3.8% | 271 | $32K |
| Asset Dedication, LLC | 0.00% | No change | 249 | $29K |
| GW&K Investment Management, LLC | 0.00% | No change | 201 | $24K |
| Brooklyn Investment Group | 0.00% | Add +1100.0% | 180 | $21K |
| USA Financial Formulas | 0.00% | New | 168 | $20K |
| Parallel Advisors, LLC | 0.00% | Reduce -2.3% | 126 | $15K |
| MAI Capital Management | 0.00% | Add +2.6% | 119 | $14K |
| Signaturefd, LLC | 0.00% | Add +13.3% | 102 | $12K |
| UMB Bank, n.a. | 0.00% | Add +40.3% | 87 | $10K |
| Greykasell Wealth Strategies, Inc. | 0.00% | New | 76 | $9K |
| Park Place Capital Corp | 0.00% | Add +34.0% | 67 | $8K |
| MCF Advisors LLC | 0.00% | No change | 66 | $8K |
| EverSource Wealth Advisors, LLC | 0.00% | Add +19.1% | 56 | $7K |
| Farther Finance Advisors, LLC | 0.00% | Add +96.2% | 51 | $6K |
| Capital Advisors, Ltd. LLC | 0.00% | No change | 49 | $6K |
| Optiver Holding B.V. | 0.00% | New | 50 | $6K |
| Northwestern Mutual Wealth Management Co. | 0.00% | No change | 49 | $6K |
| Rothschild Investment LLC | 0.00% | Add +50.0% | 45 | $5K |
| Bogart Wealth, LLC | 0.00% | No change | 44 | $5K |
| MassMutual Private Wealth & Trust, FSB | 0.00% | Add +311.1% | 37 | $4K |
| NewEdge Advisors, LLC | 0.00% | New | 35 | $4K |
| Highline Wealth Partners LLC | 0.00% | New | 31 | $4K |
| SBI Securities Co., Ltd. | 0.00% | Add +41.2% | 24 | $3K |
| Sterling Capital Management LLC | 0.00% | No change | 23 | $3K |
| Farmers & Merchants Investments Inc. | 0.00% | No change | 14 | $2K |
| Parkside Financial Bank & Trust | 0.00% | Add +500.0% | 12 | $1K |
| Missouri Trust & Investment Co | 0.00% | No change | 12 | $1K |
| Versant Capital Management, Inc | 0.00% | No change | 12 | $1K |
| Arax Advisory Partners | 0.00% | New | 11 | $1K |
| Spire Wealth Management | 0.00% | Add +10.0% | 11 | $1K |
| Bare Financial Services, Inc | 0.00% | New | 10 | $1K |
| JFS Wealth Advisors, LLC | 0.00% | No change | 10 | $1K |
| Lindbrook Capital, LLC | 0.00% | New | 9 | $1K |
| Allworth Financial LP | 0.00% | Reduce -8.3% | 11 | $1K |
| Covestor Ltd | 0.00% | Reduce -50.0% | 9 | $1K |
| Hemington Wealth Management | 0.00% | Add +28.6% | 9 | $1K |
| SouthState Bank Corp | 0.00% | New | 6 | $709 |
| Huntington National Bank | 0.00% | No change | 6 | $708 |
| Stephens Consulting, LLC | 0.00% | New | 5 | $591 |
| CoreCap Advisors, LLC | 0.00% | New | 5 | $590 |
| SJS Investment Consulting Inc. | 0.00% | No change | 3 | $355 |
| Global Financial Private Client, LLC | 0.00% | Add +200.0% | 3 | $354 |
| Abound Wealth Management | 0.00% | No change | 2 | $237 |
| Hantz Financial Services, Inc. | 0.00% | New | 1 | $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.