Filing Research | GSHD - GOOSEHEAD INS INC Institutional Holdings

Snapshot holdings

35 / 35 loaded

#		Instrument	quantity
1	WASATCH ADVISORS LP	Shares	1.9MSH	$91.8M
2	RIVERBRIDGE PARTNERS LLC	Shares	115.8KSH	$5.6M
3	Apollon Wealth Management, LLC	Shares	49.1KSH	$2.4M
4	PFS Partners, LLC	Shares	24.5KSH	$1.2M
5	Curated Wealth Partners LLC	Shares	16.1KSH	$547.6K
6	Louisiana State Employees Retirement System	Shares	10.4KSH	$504.4K
7	YOUSIF CAPITAL MANAGEMENT, LLC	Shares	6.3KSH	$307.6K
8	Police & Firemen's Retirement System of New Jersey	Shares	6.3KSH	$307.6K
9	COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS	Shares	5.6KSH	$272.2K
10	GAMMA Investing LLC	Shares	872SH	$42.3K
11	Versant Capital Management, Inc	Shares	772SH	$37.4K
12	MassMutual Private Wealth & Trust, FSB	Shares	514SH	$24.9K
13	WOLFF WIESE MAGANA LLC	Shares	461SH	$22.4K
14	Financial Management Professionals, Inc.	Shares	381SH	$18.5K
15	Allied Private Wealth LLC	Shares	318SH	$18.1K
16	EverSource Wealth Advisors, LLC	Shares	351SH	$17.0K
17	Farther Finance Advisors, LLC	Shares	302SH	$14.6K
18	1620 INVESTMENT ADVISORS, INC.	Shares	219SH	$10.6K
19	SIGNATUREFD, LLC	Shares	153SH	$7.4K
20	INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC	Shares	70SH	$3.5K
21	IFP Advisors, Inc	Shares	70SH	$3.4K
22	SBI Securities Co., Ltd.	Shares	59SH	$2.9K
23	WEST PACES ADVISORS INC.	Shares	50SH	$2.4K
24	Bogart Wealth, LLC	Shares	44SH	$2.1K
25	SJS Investment Consulting Inc.	Shares	15SH	$728
26	FARMERS & MERCHANTS INVESTMENTS INC	Shares	14SH	$679
27	NEW YORK STATE TEACHERS RETIREMENT SYSTEM	Shares	10.5KSH	$511
28	State of Alaska, Department of Revenue	Shares	9.0KSH	$435
29	Handelsbanken Fonder AB	Shares	6.5KSH	$315
30	AMALGAMATED BANK	Shares	6.4KSH	$308
31	Abound Wealth Management	Shares	2SH	$97
32	Davis Capital Management	Shares	1SH	$49
33	GHP Investment Advisors, Inc.	Shares	1SH	$49
34	Hughes Financial Services, LLC	Shares	1SH	$49
35	Capital Advisors, Ltd. LLC	Shares	49SH	$2

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

39 / 39 loaded

#		Instrument
1	Apollon Wealth Management, LLC new	Shares	+49.1K	+$2.4M	$2.4M
2	Curated Wealth Partners LLC new	Shares	+16.1K	+$547.6K	$547.6K
3	PFS Partners, LLC unchanged	Shares	0	+$143.3K	$1.2M
4	Police & Firemen's Retirement System of New Jersey unchanged	Shares	0	+$37.0K	$307.6K
5	Louisiana State Employees Retirement System trimmed	Shares	-600	+$35.1K	$504.4K
6	Versant Capital Management, Inc added	Shares	+637	+$31.7K	$37.4K
7	YOUSIF CAPITAL MANAGEMENT, LLC trimmed	Shares	-261	+$25.9K	$307.6K
8	MassMutual Private Wealth & Trust, FSB added	Shares	+426	+$21.2K	$24.9K
9	Financial Management Professionals, Inc. new	Shares	+381	+$18.5K	$18.5K
10	Farther Finance Advisors, LLC added	Shares	+244	+$12.2K	$14.6K
11	GAMMA Investing LLC added	Shares	+134	+$10.8K	$42.3K
12	COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS trimmed	Shares	-547	+$9.4K	$272.2K
13	SIGNATUREFD, LLC added	Shares	+77	+$4.2K	$7.4K
14	IFP Advisors, Inc added	Shares	+57	+$2.8K	$3.4K
15	WEST PACES ADVISORS INC. new	Shares	+50	+$2.4K	$2.4K
16	SBI Securities Co., Ltd. added	Shares	+10	+$772	$2.9K
17	SJS Investment Consulting Inc. added	Shares	+7	+$386	$728
18	Bogart Wealth, LLC unchanged	Shares	0	+$257	$2.1K
19	FARMERS & MERCHANTS INVESTMENTS INC unchanged	Shares	0	+$82	$679
20	Handelsbanken Fonder AB added	Shares	+700	+$68	$315
21	Davis Capital Management new	Shares	+1	+$49	$49
22	NEW YORK STATE TEACHERS RETIREMENT SYSTEM trimmed	Shares	-930	+$22	$511
23	Abound Wealth Management unchanged	Shares	0	+$11	$97
24	GHP Investment Advisors, Inc. unchanged	Shares	0	+$6	$49
25	Hughes Financial Services, LLC unchanged	Shares	0	+$6	$49
26	AMALGAMATED BANK trimmed	Shares	-782	+$4	$308
27	Capital Advisors, Ltd. LLC unchanged	Shares	0	$0	$2
28	Cedar Mountain Advisors, LLC exited	Shares	-1	-$43	$0
29	Blue Trust, Inc. exited	Shares	-2	-$85	$0
30	JFS WEALTH ADVISORS, LLC exited	Shares	-3	-$128	$0
31	State of Alaska, Department of Revenue trimmed	Shares	-4.6K	-$143	$435
32	1620 INVESTMENT ADVISORS, INC. trimmed	Shares	-52	-$939	$10.6K
33	INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC trimmed	Shares	-40	-$1.1K	$3.5K
34	JNBA Financial Advisors exited	Shares	-35	-$1.5K	$0
35	WOLFF WIESE MAGANA LLC trimmed	Shares	-150	-$3.7K	$22.4K
36	EverSource Wealth Advisors, LLC trimmed	Shares	-179	-$5.6K	$17.0K
37	RIVERBRIDGE PARTNERS LLC trimmed	Shares	-80.0K	-$2.7M	$5.6M
38	WASATCH ADVISORS LP trimmed	Shares	-399.8K	-$6.0M	$91.8M
39	JACOBSON & SCHMITT ADVISORS, LLC exited	Shares	-158.9K	-$6.8M	$0