Goosehead Insurance Inc. Class AGSHD
13F holders, Q4 2025 (December 31)265holders +3
37new positions
40sold out
9famous investors
$73.78avg. 13F price*
At the end of Q4 2025, 265 institutions reported holding Goosehead Insurance Inc. Class A (GSHD) in their 13F filings, up 3 from Q3 2025. 37 opened new positions and 40 sold out. The largest holders were BlackRock, Inc. ($265.6M), Vanguard Group Inc. ($188.9M) and Kayne Anderson Rudnick Investment Management LLC ($148.1M). 9 famous investors held it, including Chuck Akre (0.3% of Akre Capital Management's portfolio), Paul Tudor Jones (0.0% 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 2025 → Q4 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 37 | $42.6M |
| Exits | 40 | $28.3M |
All 13F filers, Q3 2025 → Q4 2025: 2,120,264 shares bought and 2,435,461 shares sold, net −315,197 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 265 holders
| BlackRock, Inc. | 0.00% | Add +1.2% | 3,605,871 | $265.6M |
| Vanguard Group Inc. | 0.00% | Reduce -0.9% | 2,564,899 | $188.9M |
| Kayne Anderson Rudnick Investment Management LLC | 0.40% | Reduce -5.4% | 2,010,884 | $148.1M |
| T. Rowe Price Investment Management, Inc. | 0.09% | Add +38.5% | 2,002,003 | $147.4M |
| Wasatch Advisors LP | 0.76% | Reduce -21.8% | 1,733,140 | $127.6M |
| Capital World Investors | 0.02% | No change | 1,688,000 | $124.3M |
| Durable Capital Partners LP | 1.09% | Add +1.4% | 1,562,969 | $115.1M |
| DF Dent & Co. Inc. | 1.11% | Add +3.2% | 1,044,660 | $76.9M |
| State Street Corp. | 0.00% | Reduce -3.0% | 1,028,265 | $75.7M |
| Balyasny Asset Management L.P. | 0.11% | Reduce -14.8% | 791,399 | $58.3M |
| Geode Capital Management, LLC | 0.00% | Reduce -0.5% | 716,148 | $52.8M |
| Langdon Equity Partners | 21.57% | — | 520,000 | $41.9M |
| Dimensional Fund Advisors LP | 0.01% | Reduce -0.8% | 448,113 | $33.0M |
| Akre Capital Management | 0.30% | Add +1.4% | 371,096 | $27.3M |
| Goldman Sachs Group Inc. | 0.00% | Add +37.9% | 361,553 | $26.6M |
| Morgan Stanley | 0.00% | Reduce -8.3% | 297,416 | $21.9M |
| Whitebark Investors LP | 11.95% | Reduce -20.6% | 269,322 | $19.8M |
| Bank of America Corp. | 0.00% | Add +9.7% | 256,806 | $18.9M |
| Northern Trust Corp. | 0.00% | Reduce -5.7% | 241,074 | $17.8M |
| Charles Schwab Investment Management Inc. | 0.00% | Add +0.2% | 227,628 | $16.8M |
| 3G Capital Partners LP | 3.91% | Add +80.0% | 225,000 | $16.6M |
| Riverbridge Partners LLC | 0.29% | Reduce -4.6% | 210,392 | $15.5M |
| Freestone Grove Partners LP | 0.10% | New | 188,271 | $13.9M |
| Principal Financial Group Inc. | 0.01% | Add +11.3% | 178,411 | $13.1M |
| Wells Fargo & Company | 0.00% | Add +1.3% | 171,893 | $12.7M |
| D. E. Shaw & Co. | 0.01% | Reduce -16.6% | 169,041 | $12.4M |
| UBS Group AG | 0.00% | Add +26.7% | 156,019 | $11.5M |
| Jacobson & Schmitt Advisors, LLC | 1.89% | Add +11.9% | 152,776 | $11.3M |
| Sei Investments Co. | 0.01% | Reduce -12.3% | 149,401 | $11.0M |
| Bank of New York Mellon Corp | 0.00% | Add +1.8% | 146,641 | $10.8M |
| King Luther Capital Management Corp. | 0.04% | Add +13.6% | 139,973 | $10.3M |
| Millennium Management | 0.01% | Add +29.5% | 126,485 | $9.3M |
| Motley Fool Wealth Management, LLC | 0.70% | Add +44.5% | 122,473 | $9.0M |
| Lighthouse Investment Partners, LLC | 0.29% | New | 120,303 | $8.9M |
| Motley Fool Asset Management LLC | 0.32% | Add +32.1% | 112,957 | $8.3M |
| Select Equity Group, L.P. | 0.04% | Add +71.3% | 112,809 | $8.3M |
| Segall Bryant & Hamill, LLC | 0.10% | Add +4.6% | 101,399 | $7.5M |
| Trexquant Investment LP | 0.06% | Add +411.5% | 94,359 | $6.9M |
| Ewing Morris & Co. Investment Partners Ltd. | 2.83% | Add +10.6% | 86,683 | $6.5M |
| Annex Advisory Services, LLC | 0.12% | Reduce -39.0% | 87,158 | $6.4M |
| Public Sector Pension Investment Board | 0.02% | Reduce -12.8% | 86,205 | $6.3M |
| Ameriprise Financial Inc. | 0.00% | Reduce -20.8% | 81,933 | $6.0M |
| Jacobs Levy Equity Management, Inc. | 0.02% | Reduce -76.4% | 79,936 | $5.9M |
| Natixis Advisors, LLC | 0.01% | Add +40.0% | 75,615 | $5.6M |
| Squarepoint Ops LLC | 0.01% | Add +2290.9% | 71,321 | $5.3M |
| State of Wisconsin Investment Board | 0.01% | Add +5.8% | 70,582 | $5.2M |
| Royal Bank of Canada | 0.00% | Reduce -58.9% | 67,341 | $5.0M |
| Rhumbline Advisers | 0.00% | Reduce -3.1% | 66,903 | $4.9M |
| Legal & General Group Plc | 0.00% | Reduce -5.7% | 65,820 | $4.8M |
| Envestnet Asset Management Inc. | 0.00% | Reduce -20.5% | 65,447 | $4.8M |
| HRT Financial LP | 0.01% | Add +209.8% | 61,565 | $4.5M |
| Tudor Investment Corporation | 0.03% | New | 59,870 | $4.4M |
| Nuveen, LLC | 0.00% | Reduce -3.0% | 58,526 | $4.3M |
| Marshall Wace, LLP | 0.00% | New | 56,349 | $4.2M |
| Grandeur Peak Global Advisors, LLC | 0.50% | Add +3.7% | 50,389 | $3.7M |
| Swiss National Bank | 0.00% | Add +2.9% | 50,000 | $3.7M |
| Phocas Financial Corp. | 0.48% | New | 49,812 | $3.7M |
| TD Asset Management Inc | 0.00% | Add +61.9% | 48,542 | $3.6M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.00% | Add +0.8% | 48,231 | $3.6M |
| Jane Street Group, LLC | 0.00% | Reduce -56.9% | 44,193 | $3.3M |
| Voloridge Investment Management, LLC | 0.01% | Add +21.4% | 40,304 | $3.0M |
| Raymond James Financial Inc. | 0.00% | Add +941.8% | 38,213 | $2.8M |
| Stifel Financial Corp. | 0.00% | Add +1.3% | 38,187 | $2.8M |
| Barclays PLC | 0.00% | Add +8.5% | 36,972 | $2.7M |
| Two Sigma Investments, LP | 0.00% | Add +679.0% | 33,499 | $2.5M |
| Russell Investments Group, Ltd. | 0.00% | Reduce -46.5% | 29,541 | $2.2M |
| Dark Forest Capital Management LP | 0.10% | Add +36.0% | 29,172 | $2.1M |
| Invesco Ltd. | 0.00% | Reduce -27.3% | 28,006 | $2.1M |
| Man Group plc | 0.00% | Add +10.4% | 27,010 | $2.0M |
| Daiwa Securities Group Inc. | 0.01% | Add +9.3% | 26,842 | $2.0M |
| Alliancebernstein L.P. | 0.00% | Reduce -1.7% | 26,058 | $1.9M |
| Next Century Growth Investors LLC | 0.13% | Reduce -58.4% | 26,050 | $1.9M |
| Oppenheimer Asset Management Inc. | 0.02% | Reduce -9.7% | 26,028 | $1.9M |
| PFS Partners, LLC | 0.83% | No change | 24,536 | $1.8M |
| California State Teachers Retirement System | 0.00% | Add +3.3% | 24,279 | $1.8M |
| Prudential Financial Inc. | 0.00% | Reduce -8.3% | 23,090 | $1.7M |
| JPMorgan Chase & Co. | 0.00% | Add +3.6% | 21,790 | $1.6M |
| CANADA LIFE ASSURANCE Co | 0.00% | Reduce -20.3% | 21,693 | $1.6M |
| Quantinno Capital Management LP | 0.00% | Add +457.1% | 20,875 | $1.5M |
| Public Employees Retirement System of Ohio | 0.00% | Reduce -44.7% | 20,444 | $1.5M |
| Deutsche Bank AG | 0.00% | Add +6.5% | 19,995 | $1.5M |
| Future Fund LLC | 0.47% | Add +40.9% | 19,986 | $1.5M |
| One Capital Management, LLC | 0.04% | Add +40.9% | 19,986 | $1.5M |
| BNP Paribas Financial Markets | 0.00% | Add +21.9% | 18,872 | $1.4M |
| FMR LLC | 0.00% | Add +1089.1% | 18,788 | $1.4M |
| Thrivent Financial for Lutherans | 0.00% | Reduce -6.4% | 17,116 | $1.3M |
| Panagora Asset Management Inc. | 0.00% | Reduce -9.7% | 16,821 | $1.2M |
| New Age Alpha Advisors, LLC | 0.05% | Add +1185.5% | 16,236 | $1.2M |
| T. Rowe Price Associates Inc. | 0.00% | Reduce -93.1% | 16,177 | $1.2M |
| WINTON GROUP Ltd | 0.04% | Add +7.1% | 15,103 | $1.1M |
| New York State Common Retirement Fund | 0.00% | Add +82.0% | 15,077 | $1.1M |
| Pathstone Holdings, LLC | 0.00% | Add +11.1% | 14,978 | $1.1M |
| Point72 Asset Management | 0.00% | New | 14,818 | $1.1M |
| B. Metzler seel. Sohn & Co. AG | 0.01% | Add +7.1% | 14,573 | $1.1M |
| Index Fund Advisors, Inc. | 0.05% | Reduce -0.0% | 14,309 | $1.1M |
| State of Alaska, Department of Revenue | 0.01% | Reduce -0.4% | 13,888 | $1.0M |
| MetLife Investment Management, LLC | 0.00% | Reduce -4.5% | 13,594 | $1.0M |
| Gsa Capital Partners LLP | 0.08% | Add +320.5% | 12,993 | $957K |
| New York State Teachers Retirement System | 0.00% | Reduce -1.6% | 12,757 | $940K |
| Creative Planning | 0.00% | New | 12,497 | $920K |
| Louisiana State Employees Retirement System | 0.01% | Reduce -2.6% | 11,400 | $840K |
| Verdence Capital Advisors LLC | 0.05% | Add +4.0% | 11,332 | $835K |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | 0.00% | Reduce -2.3% | 11,005 | $811K |
| OP Asset Management Ltd | 0.01% | No change | 10,796 | $795K |
| Janus Henderson Group PLC | 0.00% | No change | 10,792 | $795K |
| Manufacturers Life Insurance Company, The | 0.00% | Reduce -6.5% | 10,393 | $765K |
| US Bancorp \de | 0.00% | Reduce -1.3% | 10,352 | $762K |
| Natixis | 0.00% | New | 10,100 | $744K |
| Logan Capital Management Inc. | 0.03% | No change | 10,000 | $737K |
| Odyssean, LLC | 0.52% | — | 9,884 | $728K |
| Wesbanco Bank Inc. | 0.02% | No change | 9,800 | $722K |
| Voleon Capital Management LP | 0.02% | Reduce -38.2% | 9,587 | $706K |
| Intech Investment Management LLC | 0.01% | Reduce -15.4% | 9,530 | $702K |
| Renaissance Technologies | 0.00% | New | 9,400 | $692K |
| HSBC Holdings PLC | 0.00% | New | 9,230 | $686K |
| Dynamic Technology Lab Private Ltd | 0.15% | Reduce -18.8% | 9,253 | $682K |
| SG Americas Securities, LLC | 0.00% | Add +0.3% | 9,209 | $678K |
| Susquehanna International Group, LLP | 0.00% | Reduce -87.6% | 8,984 | $662K |
| Walleye Capital LLC | 0.00% | New | 8,568 | $631K |
| Neuberger Berman Group LLC | 0.00% | Reduce -50.1% | 7,973 | $587K |
| Atria Investments, Inc | 0.01% | Add +12.4% | 7,916 | $583K |
| Stansberry Asset Management, LLC | 0.06% | Reduce -14.5% | 7,903 | $582K |
| Amalgamated Bank | 0.00% | Reduce -2.1% | 7,202 | $530K |
| Arizona State Retirement System | 0.00% | Reduce -4.6% | 7,063 | $520K |
| Blair William & Co. | 0.00% | Add +5.0% | 6,831 | $503K |
| M&T Bank Corp | 0.00% | Reduce -31.8% | 6,718 | $494K |
| Engineers Gate Manager LP | 0.01% | Reduce -42.8% | 6,679 | $492K |
| Baird Financial Group, Inc. | 0.00% | Add +15.0% | 6,543 | $482K |
| Comerica Bank | 0.00% | Reduce -19.0% | 6,474 | $477K |
| Citadel Advisors | 0.00% | Reduce -72.5% | 6,436 | $474K |
| Janney Montgomery Scott LLC | 0.00% | Add +15.4% | 6,396 | $471K |
| Police & Firemen's Retirement System of New Jersey | 0.00% | Reduce -7.2% | 6,342 | $467K |
| &partners | 0.00% | Reduce -2.8% | 6,341 | $467K |
| Teachers Retirement System of the State of Kentucky | 0.00% | No change | 6,287 | $463K |
| Yousif Capital Management, LLC | 0.01% | Reduce -14.0% | 6,712 | $462K |
| Gibbs Wealth Management | 0.11% | Add +3.8% | 6,133 | $459K |
| Commonwealth of Pennsylvania Public School Empls Retrmt SYS | 0.00% | Reduce -4.5% | 6,167 | $454K |
| State Board of Administration of Florida Retirement System | 0.00% | No change | 6,067 | $447K |
| Handelsbanken Fonder AB | 0.00% | No change | 5,800 | $427K |
| Oregon Public Employees Retirement Fund | 0.01% | No change | 5,729 | $422K |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 0.00% | No change | 5,727 | $422K |
| AQR Capital Management | 0.00% | New | 5,544 | $408K |
| Citigroup Inc. | 0.00% | Reduce -32.2% | 5,426 | $400K |
| KLP Kapitalforvaltning As | 0.00% | No change | 5,300 | $390K |
| Institute for Wealth Management, LLC. | 0.04% | Reduce -9.6% | 5,251 | $387K |
| Fieldview Capital Management, LLC | 0.07% | New | 5,226 | $385K |
| Yorktown Management & Research Co Inc | 0.30% | No change | 5,050 | $372K |
| Gotham Asset Management | 0.00% | New | 5,016 | $369K |
| Campbell & CO Investment Adviser LLC | 0.02% | Reduce -93.2% | 4,888 | $360K |
| EntryPoint Capital, LLC | 0.14% | New | 4,776 | $352K |
| LPL Financial LLC | 0.00% | Add +2.1% | 4,743 | $349K |
| State of Tennessee, Department of Treasury | 0.00% | Reduce -41.2% | 5,544 | $343K |
| ProShare Advisors LLC | 0.00% | Add +1.3% | 4,625 | $341K |
| TD Waterhouse Canada Inc. | 0.00% | No change | 4,444 | $327K |
| XTX Topco Ltd | 0.01% | Reduce -70.3% | 4,401 | $324K |
| Meixler Investment Management, Ltd. | 0.20% | Add +5.3% | 4,355 | $321K |
| Voya Investment Management LLC | 0.00% | No change | 4,325 | $319K |
| Callan Family Office, LLC | 0.01% | New | 4,312 | $318K |
| Norden Group LLC | 0.03% | Reduce -50.0% | 4,060 | $299K |
| Vanguard Personalized Indexing Management, LLC | 0.00% | Add +21.5% | 3,917 | $288K |
| Pictet Asset Management Holding SA | 0.00% | Add +22.1% | 3,849 | $283K |
| Portside Wealth Group, LLC | 0.04% | Reduce -40.0% | 3,715 | $274K |
| Mariner, LLC | 0.00% | Add +10.1% | 3,700 | $273K |
| Maryland State Retirement & Pension System | 0.01% | No change | 3,651 | $269K |
| GAMMA Investing LLC | 0.01% | Add +262.3% | 3,525 | $260K |
| Victory Capital Management Inc. | 0.00% | Reduce -43.6% | 3,521 | $259K |
| Keeler Thomas Management LLC | 0.12% | Reduce -67.4% | 3,379 | $249K |
| Cetera Investment Advisers | 0.00% | Reduce -7.3% | 3,301 | $243K |
| Janney Capital Management LLC | 0.01% | Add +1.7% | 3,171 | $234K |
| Two Sigma Securities, LLC | 0.03% | New | 3,076 | $227K |
| Axq Capital, LP | 0.05% | New | 3,000 | $221K |
| Mutual of America Capital Management LLC | 0.00% | Add +0.3% | 2,847 | $210K |
| Gilder Gagnon Howe & Co. LLC | 0.00% | New | 2,746 | $202K |
| Public Employees Retirement Association of Colorado | 0.00% | No change | 2,526 | $186K |
| Cullen/Frost Bankers, Inc. | 0.00% | No change | 2,395 | $176K |
| CIBC Private Wealth Group LLC | 0.00% | Reduce -53.5% | 2,024 | $149K |
| Ameritas Investment Partners, Inc. | 0.00% | No change | 2,016 | $148K |
| Covestor Ltd | 0.07% | Add +51.7% | 1,785 | $132K |
| Tower Research Capital LLC (TRC) | 0.00% | Add +51.3% | 1,666 | $123K |
| Canada Pension Plan Investment Board | 0.00% | New | 1,400 | $103K |
| Jones Financial Companies LLLP | 0.00% | Add +1.1% | 1,238 | $91K |
| Versant Capital Management, Inc | 0.01% | Add +1575.3% | 1,223 | $90K |
| Harbor Investment Advisory, LLC | 0.01% | No change | 1,196 | $88K |
| FNY Investment Advisers, LLC | 0.03% | New | 1,200 | $88K |
| PNC Financial Services Group, Inc. | 0.00% | Add +13.2% | 1,123 | $83K |
| Leonteq Securities AG | 0.00% | Reduce -30.1% | 1,122 | $83K |
| State of Wyoming | 0.01% | New | 1,070 | $79K |
| Quadrant Capital Group LLC | 0.00% | Add +614.3% | 1,000 | $74K |
| AlphaQuest LLC | 0.00% | Add +5.6% | 924 | $68K |
| KBC Group NV | 0.00% | No change | 799 | $59K |
| Rockefeller Capital Management L.P. | 0.00% | Reduce -11.4% | 760 | $56K |
| Steward Partners Investment Advisory, LLC | 0.00% | No change | 620 | $46K |
| Osaic Holdings, Inc. | 0.00% | Reduce -83.8% | 600 | $44K |
| Wolff Wiese Magana LLC | 0.02% | Add +3.0% | 582 | $43K |
| Kestra Advisory Services, LLC | 0.00% | New | 562 | $41K |
| Fifth Third Bancorp | 0.00% | Reduce -18.0% | 559 | $41K |
| Smartleaf Asset Management LLC | 0.00% | Add +5.5% | 480 | $36K |
| Wilmington Savings Fund Society, FSB | 0.00% | No change | 425 | $31K |
| Sterling Capital Management LLC | 0.00% | Add +4.8% | 412 | $30K |
| Nisa Investment Advisors, LLC | 0.00% | Add +0.5% | 406 | $30K |
| Pinnacle Wealth Planning Services, Inc. | 0.00% | New | 393 | $29K |
| Global Retirement Partners, LLC | 0.00% | Add +0.8% | 368 | $27K |
| Whittier Trust Co. of Nevada Inc. | 0.00% | No change | 321 | $23K |
| Bessemer Group Inc. | 0.00% | Add +5.8% | 312 | $23K |
| Cwm, LLC | 0.00% | Add +60.0% | 296 | $22K |
| 1620 Investment Advisors, Inc. | 0.01% | No change | 271 | $20K |
| Asset Dedication, LLC | 0.00% | No change | 249 | $18K |
| Larson Financial Group LLC | 0.00% | Reduce -13.0% | 247 | $18K |
| Hantz Financial Services, Inc. | 0.00% | Add +400.0% | 235 | $17K |
| GW&K Investment Management, LLC | 0.00% | No change | 201 | $15K |
| Caitong International Asset Management Co., Ltd | 0.00% | Reduce -37.6% | 194 | $14K |
| Parallel Advisors, LLC | 0.00% | Add +32.6% | 171 | $13K |
| Northwestern Mutual Wealth Management Co. | 0.00% | Add +15.5% | 171 | $13K |
| Arax Advisory Partners | 0.00% | Add +75.3% | 163 | $12K |
| UMB Bank, n.a. | 0.00% | Add +40.0% | 161 | $12K |
| Los Angeles Capital Management LLC | 0.00% | New | 134 | $9K |
| EverSource Wealth Advisors, LLC | 0.00% | Reduce -71.7% | 121 | $9K |
| International Assets Investment Management, LLC | 0.00% | New | 117 | $9K |
| Signaturefd, LLC | 0.00% | Add +12.2% | 101 | $7K |
| Owls Nest Partners IA, LLC | 0.00% | No change | 100 | $7K |
| Salomon & Ludwin, LLC | 0.00% | Reduce -54.5% | 85 | $6K |
| SageView Advisory Group, LLC | 0.00% | New | 80 | $6K |
| Root Financial Partners, LLC | 0.00% | Reduce -19.4% | 79 | $6K |
| Greykasell Wealth Strategies, Inc. | 0.00% | No change | 76 | $6K |
| MassMutual Private Wealth & Trust, FSB | 0.00% | Add +407.1% | 71 | $5K |
| Allworth Financial LP | 0.00% | Add +712.5% | 65 | $5K |
| Financial Network Wealth Advisors LLC | 0.00% | Reduce -28.4% | 63 | $5K |
| Parkside Financial Bank & Trust | 0.00% | Add +662.5% | 61 | $4K |
| Advisors Asset Management, Inc. | 0.00% | Reduce -5.1% | 56 | $4K |
| MAI Capital Management | 0.00% | Reduce -50.9% | 55 | $4K |
| Capital Advisors, Ltd. LLC | 0.00% | No change | 49 | $4K |
| SBI Securities Co., Ltd. | 0.00% | Add +8.7% | 50 | $4K |
| Bogart Wealth, LLC | 0.00% | No change | 44 | $3K |
| Rothschild Investment LLC | 0.00% | Add +40.0% | 42 | $3K |
| Zions Bancorporation, National Association | 0.00% | New | 42 | $3K |
| Farther Finance Advisors, LLC | 0.00% | Add +34.5% | 39 | $3K |
| Tucker Asset Management LLC | 0.00% | New | 35 | $3K |
| MCF Advisors LLC | 0.00% | Reduce -57.5% | 34 | $3K |
| First Horizon Corp. | 0.00% | New | 21 | $2K |
| Navalign, LLC | 0.00% | New | 20 | $1K |
| IFP Advisors, Inc | 0.00% | Add +70.0% | 17 | $1K |
| Signature Equity Partners, LLC | 0.00% | — | 17 | $1K |
| Golden State Wealth Management, LLC | 0.00% | No change | 16 | $1K |
| Farmers & Merchants Investments Inc. | 0.00% | No change | 14 | $1K |
| Hughes Financial Services, LLC | 0.00% | New | 13 | $957 |
| Missouri Trust & Investment Co | 0.00% | No change | 12 | $884 |
| JFS Wealth Advisors, LLC | 0.00% | Add +50.0% | 9 | $663 |
| Spire Wealth Management | 0.00% | Reduce -18.2% | 9 | $645 |
| Quarry LP | 0.00% | Add +60.0% | 8 | $589 |
| TD Private Client Wealth LLC | 0.00% | No change | 8 | $589 |
| Aster Capital Management (DIFC) Ltd | 0.00% | Reduce -85.4% | 7 | $516 |
| SJS Investment Consulting Inc. | 0.00% | Add +250.0% | 7 | $516 |
| Physician Wealth Advisors, Inc. | 0.00% | New | 6 | $442 |
| Ancora Advisors LLC | 0.00% | Reduce -40.0% | 6 | $442 |
| True Wealth Design, LLC | 0.00% | New | 5 | $369 |
| Simplex Trading, LLC | 0.00% | Reduce -99.5% | 5 | $368 |
| Blue Trust, Inc. | 0.00% | New | 5 | $368 |
| Ankerstar Wealth, LLC | 0.00% | — | 3 | $221 |
| Rachor Investment Advisory Services, LLC | 0.00% | — | 2 | $148 |
| Gilpin Wealth Management, LLC | 0.00% | — | 2 | $148 |
| Abound Wealth Management | 0.00% | No change | 2 | $148 |
| Godfrey Financial Associates, Inc. | 0.00% | — | 2 | $147 |
| Transamerica Financial Advisors, LLC | 0.00% | New | 1 | $74 |
| Essential Partners LLC | 0.00% | New | 1 | $74 |
| Torren Management, LLC | 0.00% | — | 1 | $44 |
"% 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.