Goosehead Insurance Inc. Class AGSHD
13F holders, Q3 2025 (September 30)262holders −14
36new positions
48sold out
4famous investors
$74.40avg. 13F price*
At the end of Q3 2025, 262 institutions reported holding Goosehead Insurance Inc. Class A (GSHD) in their 13F filings, down 14 from Q2 2025. 36 opened new positions and 48 sold out. The largest holders were BlackRock, Inc. ($265.2M), Vanguard Group Inc. ($192.7M) and Wasatch Advisors LP ($164.9M). 4 famous investors held it, including Chuck Akre (0.3% of Akre Capital Management's portfolio), David E. Shaw (0.0% of D. E. Shaw & Co.'s portfolio) and Israel Englander (0.0% of Millennium Management's portfolio).
- Company
- Goosehead Insurance Inc. Class A
- CUSIP
- 38267D109
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q2 2025 → Q3 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 36 | $52.4M |
| Exits | 48 | $92.3M |
All 13F filers, Q2 2025 → Q3 2025: 2,947,418 shares bought and 3,260,586 shares sold, net −313,168 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 262 holders
| BlackRock, Inc. | 0.00% | Reduce -0.4% | 3,562,952 | $265.2M |
| Vanguard Group Inc. | 0.00% | Reduce -1.4% | 2,588,742 | $192.7M |
| Wasatch Advisors LP | 0.89% | Reduce -2.6% | 2,216,183 | $164.9M |
| Kayne Anderson Rudnick Investment Management LLC | 0.39% | Reduce -8.5% | 2,126,300 | $158.2M |
| Capital World Investors | 0.02% | No change | 1,688,000 | $125.6M |
| Durable Capital Partners LP | 0.85% | Add +126.5% | 1,542,186 | $114.8M |
| T. Rowe Price Investment Management, Inc. | 0.07% | Add +7.2% | 1,445,710 | $107.6M |
| State Street Corp. | 0.00% | Add +3.2% | 1,060,294 | $78.9M |
| DF Dent & Co. Inc. | 0.97% | Add +2.0% | 1,012,414 | $75.3M |
| Balyasny Asset Management L.P. | 0.14% | Add +66.8% | 928,561 | $69.1M |
| Geode Capital Management, LLC | 0.00% | Add +2.0% | 719,351 | $53.5M |
| Dimensional Fund Advisors LP | 0.01% | Add +4.6% | 451,661 | $33.6M |
| Akre Capital Management | 0.27% | No change | 366,125 | $27.2M |
| Whitebark Investors LP | 12.01% | No change | 339,008 | $25.2M |
| Jacobs Levy Equity Management, Inc. | 0.10% | New | 338,918 | $25.2M |
| Morgan Stanley | 0.00% | Add +80.4% | 324,305 | $24.1M |
| Goldman Sachs Group Inc. | 0.00% | Add +16.2% | 262,156 | $19.5M |
| Northern Trust Corp. | 0.00% | Reduce -2.8% | 255,662 | $19.0M |
| T. Rowe Price Associates Inc. | 0.00% | Add +1520.5% | 234,704 | $17.5M |
| Bank of America Corp. | 0.00% | Add +76.9% | 234,175 | $17.4M |
| American Century Companies Inc. | 0.01% | Reduce -46.6% | 227,936 | $17.0M |
| Charles Schwab Investment Management Inc. | 0.00% | Add +0.9% | 227,161 | $16.9M |
| Riverbridge Partners LLC | 0.28% | Reduce -8.2% | 220,583 | $16.4M |
| D. E. Shaw & Co. | 0.01% | Reduce -17.8% | 202,578 | $15.1M |
| Sei Investments Co. | 0.01% | Reduce -0.6% | 170,249 | $12.7M |
| Wells Fargo & Company | 0.00% | Reduce -11.9% | 169,670 | $12.6M |
| Royal Bank of Canada | 0.00% | Add +30.0% | 163,656 | $12.2M |
| Principal Financial Group Inc. | 0.01% | Add +2.1% | 160,344 | $11.9M |
| Bank of New York Mellon Corp | 0.00% | Reduce -1.6% | 144,011 | $10.7M |
| Annex Advisory Services, LLC | 0.23% | Add +4.6% | 142,891 | $10.6M |
| Jacobson & Schmitt Advisors, LLC | 1.74% | Add +31.8% | 136,553 | $10.2M |
| 3G Capital Partners LP | 2.20% | Reduce -73.0% | 125,000 | $9.3M |
| King Luther Capital Management Corp. | 0.04% | Reduce -1.1% | 123,222 | $9.2M |
| UBS Group AG | 0.00% | Add +12.1% | 123,099 | $9.2M |
| Ameriprise Financial Inc. | 0.00% | Reduce -68.7% | 103,505 | $7.7M |
| Jane Street Group, LLC | 0.01% | New | 102,504 | $7.6M |
| Public Sector Pension Investment Board | 0.03% | Add +15.7% | 98,847 | $7.4M |
| Millennium Management | 0.01% | Reduce -24.4% | 97,682 | $7.3M |
| Segall Bryant & Hamill, LLC | 0.10% | Add +2.5% | 96,927 | $7.2M |
| Motley Fool Asset Management LLC | 0.26% | Add +30.2% | 85,508 | $6.4M |
| Motley Fool Wealth Management, LLC | 0.43% | Reduce -10.7% | 84,788 | $6.3M |
| Envestnet Asset Management Inc. | 0.00% | Reduce -12.1% | 82,321 | $6.1M |
| Ewing Morris & Co. Investment Partners Ltd. | 2.50% | Add +21.7% | 78,396 | $5.8M |
| Campbell & CO Investment Adviser LLC | 0.41% | New | 72,322 | $5.4M |
| Susquehanna International Group, LLP | 0.01% | Add +112.4% | 72,293 | $5.4M |
| Legal & General Group Plc | 0.00% | Reduce -3.5% | 69,803 | $5.2M |
| Rhumbline Advisers | 0.00% | Add +0.4% | 69,012 | $5.1M |
| State of Wisconsin Investment Board | 0.01% | Reduce -0.3% | 66,708 | $5.0M |
| Select Equity Group, L.P. | 0.02% | Add +51.9% | 65,839 | $4.9M |
| Next Century Growth Investors LLC | 0.34% | Add +21.5% | 62,559 | $4.7M |
| Nuveen, LLC | 0.00% | No change | 60,334 | $4.5M |
| Russell Investments Group, Ltd. | 0.00% | Add +27.8% | 55,237 | $4.1M |
| Natixis Advisors, LLC | 0.01% | Reduce -16.4% | 54,002 | $4.0M |
| Swiss National Bank | 0.00% | Add +1.7% | 48,600 | $3.6M |
| Grandeur Peak Global Advisors, LLC | 0.48% | Add +5.2% | 48,576 | $3.6M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.00% | Reduce -41.3% | 47,853 | $3.6M |
| Invesco Ltd. | 0.00% | Add +8.4% | 38,521 | $2.9M |
| Stifel Financial Corp. | 0.00% | Reduce -9.6% | 37,692 | $2.8M |
| Public Employees Retirement System of Ohio | 0.01% | Add +16.5% | 36,955 | $2.8M |
| Barclays PLC | 0.00% | Reduce -50.1% | 34,072 | $2.5M |
| Voloridge Investment Management, LLC | 0.01% | Reduce -21.3% | 33,204 | $2.5M |
| Sovereign's Capital Management, LLC | 1.22% | Reduce -0.0% | 30,269 | $2.3M |
| TD Asset Management Inc | 0.00% | Add +19.1% | 29,988 | $2.2M |
| Oppenheimer Asset Management Inc. | 0.02% | Reduce -4.1% | 28,809 | $2.1M |
| Advantage Alpha Capital Partners LP | 0.64% | New | 28,588 | $2.1M |
| CANADA LIFE ASSURANCE Co | 0.00% | Add +2.1% | 27,209 | $2.0M |
| Alliancebernstein L.P. | 0.00% | Reduce -2.1% | 26,503 | $2.0M |
| Prudential Financial Inc. | 0.00% | Reduce -3.0% | 25,193 | $1.9M |
| State of New Jersey Common Pension Fund D | 0.01% | Add +39.9% | 24,568 | $1.8M |
| Daiwa Securities Group Inc. | 0.01% | Reduce -6.3% | 24,560 | $1.8M |
| PFS Partners, LLC | 0.87% | No change | 24,536 | $1.8M |
| Man Group plc | 0.00% | Add +8.6% | 24,454 | $1.8M |
| First Trust Advisors LP | 0.00% | Reduce -47.2% | 24,259 | $1.8M |
| California State Teachers Retirement System | 0.00% | Reduce -7.1% | 23,504 | $1.7M |
| Citadel Advisors | 0.00% | New | 23,401 | $1.7M |
| Dark Forest Capital Management LP | 0.06% | New | 21,451 | $1.6M |
| JPMorgan Chase & Co. | 0.00% | Reduce -11.5% | 21,025 | $1.6M |
| HRT Financial LP | 0.01% | New | 19,870 | $1.5M |
| Deutsche Bank AG | 0.00% | Add +13.1% | 18,783 | $1.4M |
| Panagora Asset Management Inc. | 0.01% | Add +0.9% | 18,620 | $1.4M |
| Trexquant Investment LP | 0.01% | New | 18,449 | $1.4M |
| Thrivent Financial for Lutherans | 0.00% | Reduce -0.7% | 18,289 | $1.4M |
| Neuberger Berman Group LLC | 0.00% | Reduce -37.8% | 15,992 | $1.2M |
| Voleon Capital Management LP | 0.03% | New | 15,513 | $1.2M |
| BNP Paribas Financial Markets | 0.00% | Add +385.3% | 15,476 | $1.2M |
| XTX Topco Ltd | 0.06% | Add +47.6% | 14,813 | $1.1M |
| Index Fund Advisors, Inc. | 0.05% | Add +0.0% | 14,311 | $1.1M |
| MetLife Investment Management, LLC | 0.01% | No change | 14,241 | $1.1M |
| Future Fund LLC | 0.37% | Add +61.3% | 14,184 | $1.1M |
| One Capital Management, LLC | 0.03% | Add +61.3% | 14,184 | $1.1M |
| WINTON GROUP Ltd | 0.04% | Reduce -17.6% | 14,106 | $1.0M |
| State of Alaska, Department of Revenue | 0.01% | Reduce -6.3% | 13,943 | $1.0M |
| B. Metzler seel. Sohn & Co. AG | 0.01% | Reduce -6.0% | 13,604 | $1.0M |
| Pathstone Holdings, LLC | 0.00% | Reduce -18.1% | 13,488 | $1.0M |
| Morningstar Investment Management LLC | 0.04% | New | 12,987 | $966K |
| New York State Teachers Retirement System | 0.00% | Reduce -8.3% | 12,964 | $965K |
| Louisiana State Employees Retirement System | 0.01% | No change | 11,700 | $871K |
| Engineers Gate Manager LP | 0.01% | Add +8.2% | 11,672 | $869K |
| Dynamic Technology Lab Private Ltd | 0.14% | Add +62.4% | 11,401 | $848K |
| Aquatic Capital Management LLC | 0.02% | New | 11,388 | $847K |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | 0.00% | Reduce -13.8% | 11,265 | $838K |
| Intech Investment Management LLC | 0.01% | Reduce -7.9% | 11,261 | $838K |
| Manufacturers Life Insurance Company, The | 0.00% | Reduce -7.5% | 11,118 | $827K |
| Janus Henderson Group PLC | 0.00% | No change | 10,792 | $804K |
| OP Asset Management Ltd | 0.01% | Add +42.2% | 10,796 | $803K |
| Verdence Capital Advisors LLC | 0.05% | Add +21.5% | 10,897 | $796K |
| US Bancorp \de | 0.00% | Reduce -15.6% | 10,488 | $781K |
| Keeler Thomas Management LLC | 0.35% | Add +1.4% | 10,351 | $770K |
| Logan Capital Management Inc. | 0.03% | No change | 10,000 | $744K |
| M&T Bank Corp | 0.00% | Reduce -17.3% | 9,855 | $733K |
| Wesbanco Bank Inc. | 0.02% | No change | 9,800 | $729K |
| State of Tennessee, Department of Treasury | 0.00% | Add +7.6% | 9,429 | $702K |
| Stansberry Asset Management, LLC | 0.07% | New | 9,239 | $688K |
| SG Americas Securities, LLC | 0.00% | Add +63.7% | 9,185 | $684K |
| New York State Common Retirement Fund | 0.00% | No change | 8,282 | $616K |
| Norden Group LLC | 0.06% | Reduce -26.4% | 8,123 | $605K |
| Citigroup Inc. | 0.00% | Reduce -64.1% | 8,002 | $596K |
| Comerica Bank | 0.00% | Reduce -15.7% | 7,990 | $595K |
| Yousif Capital Management, LLC | 0.01% | Reduce -16.1% | 7,805 | $581K |
| Arizona State Retirement System | 0.00% | Add +1.4% | 7,402 | $551K |
| Amalgamated Bank | 0.00% | Add +4.3% | 7,358 | $548K |
| Atria Investments, Inc | 0.01% | Reduce -23.1% | 7,044 | $524K |
| Police & Firemen's Retirement System of New Jersey | 0.00% | Add +25.4% | 6,837 | $509K |
| &partners | 0.00% | Reduce -17.1% | 6,526 | $486K |
| Blair William & Co. | 0.00% | Reduce -31.1% | 6,508 | $484K |
| Commonwealth of Pennsylvania Public School Empls Retrmt SYS | 0.00% | Add +0.4% | 6,456 | $480K |
| Teachers Retirement System of the State of Kentucky | 0.00% | No change | 6,287 | $468K |
| Victory Capital Management Inc. | 0.00% | Reduce -8.1% | 6,242 | $465K |
| Portside Wealth Group, LLC | 0.06% | Reduce -29.5% | 6,189 | $461K |
| State Board of Administration of Florida Retirement System | 0.00% | Reduce -0.3% | 6,067 | $452K |
| Gibbs Wealth Management | 0.10% | Reduce -21.2% | 5,906 | $440K |
| Institute for Wealth Management, LLC. | 0.04% | New | 5,807 | $432K |
| Handelsbanken Fonder AB | 0.00% | No change | 5,800 | $432K |
| Verition Fund Management LLC | 0.00% | Reduce -0.1% | 5,752 | $428K |
| Oregon Public Employees Retirement Fund | 0.01% | Reduce -1.1% | 5,729 | $426K |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 0.00% | Add +52.7% | 5,727 | $426K |
| Baird Financial Group, Inc. | 0.00% | Add +21.2% | 5,690 | $423K |
| Janney Montgomery Scott LLC | 0.00% | Reduce -10.2% | 5,541 | $412K |
| ExodusPoint Capital Management, LP | 0.01% | New | 5,403 | $402K |
| KLP Kapitalforvaltning As | 0.00% | No change | 5,300 | $394K |
| Chicago Capital, LLC | 0.01% | Reduce -1.6% | 5,054 | $376K |
| Yorktown Management & Research Co Inc | 0.30% | No change | 5,050 | $376K |
| Teacher Retirement System of Texas | 0.00% | Reduce -62.3% | 4,705 | $350K |
| LPL Financial LLC | 0.00% | Add +58.4% | 4,643 | $346K |
| ProShare Advisors LLC | 0.00% | Reduce -14.6% | 4,568 | $340K |
| CIBC Private Wealth Group LLC | 0.00% | Reduce -99.0% | 4,352 | $324K |
| Voya Investment Management LLC | 0.00% | Reduce -59.0% | 4,325 | $322K |
| Two Sigma Investments, LP | 0.00% | Reduce -65.0% | 4,300 | $320K |
| TD Waterhouse Canada Inc. | 0.00% | No change | 4,444 | $317K |
| Osaic Holdings, Inc. | 0.00% | Reduce -10.9% | 3,704 | $309K |
| Meixler Investment Management, Ltd. | 0.19% | Add +70.8% | 4,135 | $308K |
| Quantinno Capital Management LP | 0.00% | New | 3,747 | $279K |
| Raymond James Financial Inc. | 0.00% | Reduce -3.2% | 3,668 | $273K |
| Maryland State Retirement & Pension System | 0.01% | Reduce -50.4% | 3,651 | $272K |
| Cetera Investment Advisers | 0.00% | Add +2.7% | 3,559 | $265K |
| Mariner, LLC | 0.00% | Reduce -32.8% | 3,360 | $250K |
| Alliance Wealth Advisors, LLC | 0.06% | Reduce -20.0% | 3,297 | $245K |
| Vanguard Personalized Indexing Management, LLC | 0.00% | Add +35.0% | 3,225 | $240K |
| Pictet Asset Management Holding SA | 0.00% | No change | 3,152 | $235K |
| Janney Capital Management LLC | 0.01% | Reduce -2.6% | 3,117 | $232K |
| Gsa Capital Partners LLP | 0.02% | New | 3,090 | $230K |
| Compound Planning, Inc. | 0.01% | Reduce -19.8% | 3,068 | $228K |
| O'shaughnessy Asset Management, LLC | 0.00% | Reduce -9.1% | 3,061 | $228K |
| Squarepoint Ops LLC | 0.00% | New | 2,983 | $222K |
| Wallace Advisory Group, LLC | 0.17% | Reduce -25.1% | 2,051 | $216K |
| Bank of Montreal | 0.00% | Reduce -45.5% | 2,886 | $215K |
| Mutual of America Capital Management LLC | 0.00% | Reduce -11.8% | 2,840 | $211K |
| HighTower Advisors, LLC | 0.00% | Reduce -34.6% | 2,828 | $210K |
| Jefferies Financial Group Inc. | 0.00% | Reduce -2.5% | 2,806 | $209K |
| Quantbot Technologies LP | 0.01% | New | 2,609 | $194K |
| Public Employees Retirement Association of Colorado | 0.00% | No change | 2,526 | $188K |
| Cullen/Frost Bankers, Inc. | 0.00% | No change | 2,395 | $178K |
| Summit Wealth Group LLC / Co. | 0.02% | New | 10,986 | $160K |
| Ameritas Investment Partners, Inc. | 0.00% | Reduce -17.2% | 2,016 | $150K |
| Leonteq Securities AG | 0.01% | Add +1504.0% | 1,604 | $119K |
| FMR LLC | 0.00% | Reduce -27.3% | 1,580 | $118K |
| Bayforest Capital Ltd | 0.05% | New | 1,432 | $107K |
| New Age Alpha Advisors, LLC | 0.00% | Reduce -37.5% | 1,263 | $94K |
| Jones Financial Companies LLLP | 0.00% | Add +12.2% | 1,224 | $92K |
| Harbor Investment Advisory, LLC | 0.01% | Add +10.4% | 1,196 | $89K |
| Covestor Ltd | 0.05% | Add +52.3% | 1,177 | $88K |
| Tower Research Capital LLC (TRC) | 0.00% | Reduce -46.4% | 1,101 | $82K |
| PNC Financial Services Group, Inc. | 0.00% | Reduce -2.9% | 992 | $74K |
| GAMMA Investing LLC | 0.00% | Add +11.4% | 973 | $72K |
| Simplex Trading, LLC | 0.00% | Add +2990.3% | 958 | $71K |
| AlphaQuest LLC | 0.00% | No change | 875 | $65K |
| Rockefeller Capital Management L.P. | 0.00% | New | 858 | $64K |
| KBC Group NV | 0.00% | No change | 799 | $59K |
| Fifth Third Bancorp | 0.00% | Add +71.4% | 682 | $51K |
| Steward Partners Investment Advisory, LLC | 0.00% | New | 620 | $46K |
| Wolff Wiese Magana LLC | 0.02% | No change | 565 | $42K |
| Smartleaf Asset Management LLC | 0.00% | Reduce -9.2% | 455 | $33K |
| EverSource Wealth Advisors, LLC | 0.00% | Add +31.7% | 428 | $32K |
| Wilmington Savings Fund Society, FSB | 0.00% | No change | 425 | $32K |
| Nisa Investment Advisors, LLC | 0.00% | Add +32.9% | 404 | $30K |
| Sterling Capital Management LLC | 0.00% | Add +118.3% | 393 | $29K |
| Global Retirement Partners, LLC | 0.00% | No change | 365 | $27K |
| Advisory Services Network, LLC | 0.00% | New | 313 | $23K |
| Whittier Trust Co. of Nevada Inc. | 0.00% | No change | 321 | $23K |
| Caitong International Asset Management Co., Ltd | 0.02% | Add +445.6% | 311 | $23K |
| Bessemer Group Inc. | 0.00% | Add +14.3% | 295 | $22K |
| Larson Financial Group LLC | 0.00% | Reduce -2.4% | 284 | $21K |
| 1620 Investment Advisors, Inc. | 0.01% | Reduce -1.4% | 271 | $20K |
| Asset Dedication, LLC | 0.00% | No change | 249 | $19K |
| iSAM Funds (UK) Ltd | 0.00% | Reduce -89.2% | 239 | $18K |
| GW&K Investment Management, LLC | 0.00% | No change | 201 | $15K |
| Cwm, LLC | 0.00% | Reduce -60.7% | 185 | $14K |
| Salomon & Ludwin, LLC | 0.00% | New | 187 | $14K |
| Group One Trading LLC | 0.00% | Reduce -71.6% | 159 | $12K |
| Northwestern Mutual Wealth Management Co. | 0.00% | Reduce -66.5% | 148 | $11K |
| Mather Group, Llc. | 0.00% | New | 144 | $11K |
| Quadrant Capital Group LLC | 0.00% | New | 140 | $10K |
| Parallel Advisors, LLC | 0.00% | Reduce -0.8% | 129 | $10K |
| UMB Bank, n.a. | 0.00% | Add +21.1% | 115 | $9K |
| MAI Capital Management | 0.00% | No change | 112 | $8K |
| Owls Nest Partners IA, LLC | 0.00% | Reduce -100.0% | 100 | $7K |
| Root Financial Partners, LLC | 0.00% | New | 98 | $7K |
| Arax Advisory Partners | 0.00% | Add +745.5% | 93 | $7K |
| Signaturefd, LLC | 0.00% | No change | 90 | $7K |
| Financial Network Wealth Advisors LLC | 0.01% | No change | 88 | $7K |
| MCF Advisors LLC | 0.00% | Add +21.2% | 80 | $6K |
| Greykasell Wealth Strategies, Inc. | 0.00% | No change | 76 | $6K |
| Versant Capital Management, Inc | 0.00% | Reduce -83.3% | 73 | $5K |
| Optiver Holding B.V. | 0.00% | Add +109.7% | 65 | $5K |
| Advisors Asset Management, Inc. | 0.00% | Reduce -1.7% | 59 | $4K |
| Capital Advisors, Ltd. LLC | 0.00% | No change | 49 | $4K |
| Wealthspire Advisors, LLC | 0.00% | New | 49 | $4K |
| Aster Capital Management (DIFC) Ltd | 0.00% | Reduce -72.4% | 48 | $4K |
| SBI Securities Co., Ltd. | 0.00% | Add +91.7% | 46 | $3K |
| Bogart Wealth, LLC | 0.00% | No change | 44 | $3K |
| Hantz Financial Services, Inc. | 0.00% | Add +1466.7% | 47 | $3K |
| Rothschild Investment LLC | 0.00% | Reduce -33.3% | 30 | $2K |
| Farther Finance Advisors, LLC | 0.00% | Add +3.6% | 29 | $2K |
| Grey Fox Wealth Advisors, LLC | 0.00% | New | 17 | $1K |
| Golden State Wealth Management, LLC | 0.00% | New | 16 | $1K |
| Atlantic Union Bankshares Corp | 0.00% | New | 15 | $1K |
| MassMutual Private Wealth & Trust, FSB | 0.00% | No change | 14 | $1K |
| Farmers & Merchants Investments Inc. | 0.00% | No change | 14 | $1K |
| Bare Financial Services, Inc | 0.00% | Reduce -58.1% | 13 | $967 |
| Missouri Trust & Investment Co | 0.00% | No change | 12 | $893 |
| Spire Wealth Management | 0.00% | No change | 11 | $800 |
| Ancora Advisors LLC | 0.00% | No change | 10 | $744 |
| IFP Advisors, Inc | 0.00% | Add +900.0% | 10 | $744 |
| Parkside Financial Bank & Trust | 0.00% | Reduce -38.5% | 8 | $597 |
| Allworth Financial LP | 0.00% | Reduce -92.1% | 8 | $596 |
| TD Private Client Wealth LLC | 0.00% | New | 8 | $595 |
| Kilter Group LLC | 0.00% | No change | 7 | $521 |
| Clearstead Trust, LLC | 0.00% | No change | 7 | $521 |
| CVA Family Office, LLC | 0.00% | New | 6 | $447 |
| Huntington National Bank | 0.00% | No change | 6 | $447 |
| SouthState Bank Corp | 0.00% | No change | 6 | $447 |
| JFS Wealth Advisors, LLC | 0.00% | Reduce -45.5% | 6 | $447 |
| JPL Wealth Management, LLC | 0.00% | New | 5 | $373 |
| Fortitude Family Office, LLC | 0.00% | No change | 5 | $372 |
| Quarry LP | 0.00% | New | 5 | $372 |
| SJS Investment Consulting Inc. | 0.00% | No change | 2 | $149 |
| Abound Wealth Management | 0.00% | No change | 2 | $149 |
| Rialto Wealth Management, LLC | 0.00% | No change | 1 | $75 |
| Bay Harbor Wealth Management, LLC | 0.00% | Reduce -50.0% | 1 | $74 |
| HFM Investment Advisors, LLC | 0.00% | Reduce -50.0% | 1 | $74 |
| Hemington Wealth Management | 0.00% | Reduce -53.6% | 13 | $0 |
| Cloud Capital Management, LLC | 0.00% | New | 2 | $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.