Titelia

Fund shareholders of Goosehead Insurance Inc

ISIN US38267D1090 · United States · LEI 549300WH5MBIWHJ9XY95

Fund shareholders
225
Of which ETFs
49 176 other funds
Value held
580.9M $ 859.3K € · 2.4M SEK
FundSharesValueWeight in fund
SMALLCAP World Fund Inc SMALLCAP World Fund Inc 1,972,27184.1M $0.10 %as of Mar 31, 2026 ↗
iShares Core S&P Small-Cap ETF iShares Trust 1,494,10463.7M $0.07 %as of Mar 31, 2026 ↗
Virtus KAR Small-Cap Growth Fund Virtus Equity Trust 906,07138.7M $4.68 %as of Mar 31, 2026 ↗
VANGUARD TOTAL STOCK MARKET INDEX FUND VANGUARD INDEX FUNDS 767,58932.7M $0.00 %as of Mar 31, 2026 ↗
iShares Russell 2000 ETF iShares Trust 581,98124.8M $0.03 %as of Mar 31, 2026 ↗
VANGUARD SMALL-CAP INDEX FUND VANGUARD INDEX FUNDS 541,18223.1M $0.01 %as of Mar 31, 2026 ↗
Wasatch Core Growth Fund WASATCH FUNDS TRUST 529,30422.6M $0.76 %as of Mar 31, 2026 ↗
T. Rowe Price Small-Cap Value Fund, Inc. T. ROWE PRICE SMALL-CAP VALUE FUND, INC. 309,76513.2M $0.14 %as of Mar 31, 2026 ↗
Janus Henderson Venture Fund JANUS INVESTMENT FUND 309,50413.2M $0.43 %as of Mar 31, 2026 ↗
VANGUARD SMALL-CAP GROWTH INDEX FUND VANGUARD INDEX FUNDS 303,28612.9M $0.03 %as of Mar 31, 2026 ↗
VANGUARD EXTENDED MARKET INDEX FUND VANGUARD INDEX FUNDS 278,39211.9M $0.01 %as of Mar 31, 2026 ↗
Wasatch Small Cap Growth Fund WASATCH FUNDS TRUST 271,07211.6M $0.96 %as of Mar 31, 2026 ↗
T. Rowe Price Small-Cap Stock Fund, Inc. T. ROWE PRICE SMALL-CAP STOCK FUND, INC. 264,80511.3M $0.14 %as of Mar 31, 2026 ↗
Fidelity Small Cap Index Fund Fidelity Salem Street Trust 234,08110.5M $0.03 %as of Apr 30, 2026 ↗
State Street(R) SPDR(R) Portfolio S&P 600(TM) Small Cap ETF SPDR SERIES TRUST 229,7419.8M $0.07 %as of Mar 31, 2026 ↗
Virtus KAR Mid-Cap Growth Fund Virtus Equity Trust 197,8048.4M $1.94 %as of Mar 31, 2026 ↗
State Street(R) SPDR(R) S&P(R) Insurance ETF SPDR SERIES TRUST 175,3817.5M $1.79 %as of Mar 31, 2026 ↗
VANGUARD TAX-MANAGED SMALL-CAP FUND VANGUARD TAX-MANAGED FUNDS 171,7387.3M $0.08 %as of Mar 31, 2026 ↗
DF DENT MIDCAP GROWTH FUND FORUM FUNDS 156,1106.7M $2.54 %as of Mar 31, 2026 ↗
iShares Russell 2000 Growth ETF iShares Trust 152,4046.5M $0.05 %as of Mar 31, 2026 ↗
iShares S&P Small-Cap 600 Growth ETF iShares Trust 145,6626.2M $0.10 %as of Mar 31, 2026 ↗
T. Rowe Price Institutional Small-Cap Stock Fund T. Rowe Price Equity Funds, Inc. 144,0396.1M $0.14 %as of Mar 31, 2026 ↗
Fidelity Extended Market Index Fund Fidelity Concord Street Trust 130,3667.1M $0.02 %as of Feb 28, 2026 ↗
Wasatch Micro Cap Fund WASATCH FUNDS TRUST 127,4835.4M $0.97 %as of Mar 31, 2026 ↗
Schwab U.S. Small-Cap ETF SCHWAB STRATEGIC TRUST 121,9746.6M $0.03 %as of Feb 28, 2026 ↗
VANGUARD RUSSELL 2000 INDEX FUND VANGUARD SCOTTSDALE FUNDS 117,4796.4M $0.04 %as of Feb 28, 2026 ↗
Principal U.S. Small-Cap ETF Principal Exchange-Traded Funds 98,0224.2M $0.24 %as of Mar 31, 2026 ↗
Wasatch Ultra Growth Fund WASATCH FUNDS TRUST 94,7584M $1.01 %as of Mar 31, 2026 ↗
U.S. MICRO CAP PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC 92,2704.1M $0.06 %as of Apr 30, 2026 ↗
U.S. SMALL CAP PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC 91,5064.1M $0.02 %as of Apr 30, 2026 ↗
JNL Multi-Manager Small Cap Growth Fund JNL Series Trust 91,1913.9M $0.19 %as of Mar 31, 2026 ↗
State Street(R) SPDR(R) S & P 600(TM) Small Cap Growth ETF SPDR SERIES TRUST 89,3063.8M $0.10 %as of Mar 31, 2026 ↗
VANGUARD S&P SMALL-CAP 600 INDEX FUND VANGUARD ADMIRAL FUNDS 85,5564.6M $0.09 %as of Feb 28, 2026 ↗
JNL Multi-Manager Mid Cap Fund JNL Series Trust 85,0613.6M $0.34 %as of Mar 31, 2026 ↗
iShares S&P Small-Cap 600 Value ETF iShares Trust 78,7593.4M $0.04 %as of Mar 31, 2026 ↗
Dimensional U.S. Small Cap ETF Dimensional ETF Trust 77,0743.5M $0.02 %as of Apr 30, 2026 ↗
Strategic Advisers Fidelity U.S. Total Stock Fund Fidelity Rutland Square Trust II 73,1564M $0.00 %as of Feb 28, 2026 ↗
LKCM Small Cap Equity Fund LKCM Funds 63,0762.7M $0.83 %as of Mar 31, 2026 ↗
Strategic Advisers U.S. Total Stock Fund Fidelity Rutland Square Trust II 54,5373M $0.00 %as of Feb 28, 2026 ↗
Schwab Small-Cap Index Fund SCHWAB CAPITAL TRUST 51,8612.3M $0.03 %as of Apr 30, 2026 ↗
DF DENT SMALL CAP GROWTH FUND FORUM FUNDS 51,1872.2M $1.46 %as of Mar 31, 2026 ↗
Virtus KAR Small-Cap Growth Series Virtus Variable Insurance Trust 48,7362.1M $4.61 %as of Mar 31, 2026 ↗
Fidelity Total Market Index Fund Fidelity Concord Street Trust 46,9432.5M $0.00 %as of Feb 28, 2026 ↗
Column Small Cap Fund Trust for Professional Managers 45,6802.5M $0.48 %as of Feb 28, 2026 ↗
State Street(R) SPDR(R) S & P 600(TM) Small Cap Value ETF SPDR SERIES TRUST 43,9601.9M $0.05 %as of Mar 31, 2026 ↗
iShares Russell 2000 Value ETF iShares Trust 42,9321.8M $0.01 %as of Mar 31, 2026 ↗
VANGUARD FINANCIALS INDEX FUND VANGUARD WORLD FUND 42,3772.3M $0.02 %as of Feb 28, 2026 ↗
Goldman Sachs Small Cap Growth Fund Goldman Sachs Trust 40,8642.2M $0.52 %as of Feb 28, 2026 ↗
Columbia Small Cap Index Fund COLUMBIA FUNDS SERIES TRUST 39,6482.1M $0.08 %as of Feb 28, 2026 ↗
Master Small Cap Index Series Quantitative Master Series LLC 39,5111.7M $0.03 %as of Mar 31, 2026 ↗
JNL Small Cap Index Fund JNL Series Trust 38,6631.6M $0.07 %as of Mar 31, 2026 ↗
Fidelity Series Total Market Index Fund Fidelity Concord Street Trust 36,9992M $0.00 %as of Feb 28, 2026 ↗
FundX Future Fund Opportunities ETF FundX Investment Trust 32,6731.4M $0.71 %as of Mar 31, 2026 ↗
iShares Core S&P Total U.S. Stock Market ETF iShares Trust 32,4481.4M $0.00 %as of Mar 31, 2026 ↗
WesMark Small Company Fund WesMark Funds 32,0001.4M $0.88 %as of Mar 31, 2026 ↗
Motley Fool Small-Cap Growth ETF RBB Fund, Inc. 30,5981.7M $2.39 %as of Feb 28, 2026 ↗
Nuveen Small Cap Blend Index Fund TIAA-CREF Funds 29,1691.3M $0.03 %as of Apr 30, 2026 ↗
Nuveen Equity Index Fund TIAA-CREF Funds 26,2621.2M $0.00 %as of Apr 30, 2026 ↗
EQ/2000 Managed Volatility Portfolio EQ Advisors Trust 24,2891M $0.03 %as of Mar 31, 2026 ↗
Small Cap Value Portfolio NORTHWESTERN MUTUAL SERIES FUND INC 22,918977.7K $0.17 %as of Mar 31, 2026 ↗
T. Rowe Price Spectrum Moderate Growth Allocation Fund T. ROWE PRICE SPECTRUM FUNDS II, INC. 21,6461.2M $0.03 %as of Feb 28, 2026 ↗
Bridge Builder Tax Managed Small/Mid Cap Fund Bridge Builder Trust 21,433914.3K $0.03 %as of Mar 31, 2026 ↗
PSF Small-Cap Stock Index Portfolio Prudential Series Fund 21,360911.2K $0.07 %as of Mar 31, 2026 ↗
SmallCap S&P 600 Index Fund Principal Funds, Inc 19,578876.9K $0.07 %as of Apr 30, 2026 ↗
Wasatch Global Opportunities Fund WASATCH FUNDS TRUST 19,241820.8K $0.60 %as of Mar 31, 2026 ↗
VANGUARD S&P SMALL-CAP 600 GROWTH INDEX FUND VANGUARD ADMIRAL FUNDS 18,9071M $0.11 %as of Feb 28, 2026 ↗
Empower S&P Small Cap 600 Index Fund EMPOWER FUNDS, INC. 18,770800.7K $0.07 %as of Mar 31, 2026 ↗
VANGUARD S&P SMALL-CAP 600 VALUE INDEX FUND VANGUARD ADMIRAL FUNDS 17,533950.3K $0.06 %as of Feb 28, 2026 ↗
VANGUARD RUSSELL 2000 GROWTH INDEX FUND VANGUARD SCOTTSDALE FUNDS 17,141929K $0.06 %as of Feb 28, 2026 ↗
Morningstar U.S. Equity Fund Morningstar Funds Trust 17,116766.6K $0.04 %as of Apr 30, 2026 ↗
THRIVENT SMALL CAP INDEX PORTFOLIO Thrivent Series Fund, Inc. 16,626709.3K $0.07 %as of Mar 31, 2026 ↗
Fidelity Nasdaq Composite Index Fund Fidelity Concord Street Trust 16,227879.5K $0.00 %as of Feb 28, 2026 ↗
LVIP SSGA Small-Cap Index Fund LINCOLN VARIABLE INSURANCE PRODUCTS TRUST 16,100686.8K $0.04 %as of Mar 31, 2026 ↗
Schwab Total Stock Market Index Fund SCHWAB CAPITAL TRUST 15,365688.2K $0.00 %as of Apr 30, 2026 ↗
LKCM Small-Mid Cap Equity Fund LKCM Funds 15,103644.3K $1.54 %as of Mar 31, 2026 ↗
Dimensional U.S. Core Equity 2 ETF Dimensional ETF Trust 14,306640.8K $0.00 %as of Apr 30, 2026 ↗
Fidelity Small Cap Growth Index Fund Fidelity Salem Street Trust 14,272608.8K $0.05 %as of Mar 31, 2026 ↗
Schwab U.S. Broad Market ETF SCHWAB STRATEGIC TRUST 14,266773.2K $0.00 %as of Feb 28, 2026 ↗
U.S. Small Cap Growth Portfolio DFA INVESTMENT DIMENSIONS GROUP INC 13,988626.5K $0.03 %as of Apr 30, 2026 ↗
VANGUARD BALANCED INDEX FUND VANGUARD VALLEY FORGE FUNDS 13,757586.9K $0.00 %as of Mar 31, 2026 ↗
U.S. CORE EQUITY 1 PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC 13,740615.4K $0.00 %as of Apr 30, 2026 ↗
EQ/Small Company Index Portfolio EQ Advisors Trust 13,310567.8K $0.04 %as of Mar 31, 2026 ↗
Fidelity ZERO Total Market Index Fund Fidelity Concord Street Trust 12,656566.9K $0.00 %as of Apr 30, 2026 ↗
BNY Mellon Smallcap Stock Index Fund BNY MELLON INDEX FUNDS, INC. 12,226547.6K $0.06 %as of Apr 30, 2026 ↗
VANGUARD INSTITUTIONAL TOTAL STOCK MARKET INDEX FUND VANGUARD INSTITUTIONAL INDEX FUNDS 11,872506.5K $0.00 %as of Mar 31, 2026 ↗
Catholic Responsible Investments Small-Cap Fund Catholic Responsible Investments Funds 11,268504.7K $0.08 %as of Apr 30, 2026 ↗
PACE Small/Medium Co Growth Equity Investments PACE SELECT ADVISORS TRUST 11,203501.8K $0.20 %as of Apr 30, 2026 ↗
Small Cap Index Fund Northern Funds 10,721457.4K $0.03 %as of Mar 31, 2026 ↗
Global X Russell 2000 ETF GLOBAL X FUNDS 10,263459.7K $0.03 %as of Apr 30, 2026 ↗
Tax-Managed U.S. Mid & Small Cap Fund RUSSELL INVESTMENT CO 10,049450.1K $0.02 %as of Apr 30, 2026 ↗
iMGP Small Company Fund LITMAN GREGORY FUNDS TRUST 9,972425.4K $0.86 %as of Mar 31, 2026 ↗
NAA SMID CAP VALUE FUND New Age Alpha Funds Trust 9,631410.9K $0.15 %as of Mar 31, 2026 ↗
Small Cap Index Fund VALIC Co I 9,340506.2K $0.04 %as of Feb 28, 2026 ↗
JPMorgan BetaBuilders U.S. Small Cap Equity ETF J.P. Morgan Exchange-Traded Fund Trust 9,322417.5K $0.06 %as of Apr 30, 2026 ↗
Fidelity Nasdaq Composite Index ETF Fidelity Commonwealth Trust 8,929484K $0.01 %as of Feb 28, 2026 ↗
Penn Series Small Cap Growth Fund Penn Series Funds Inc 8,857377.8K $0.43 %as of Mar 31, 2026 ↗
Fidelity ZERO Extended Market Index Fund Fidelity Concord Street Trust 8,722390.7K $0.02 %as of Apr 30, 2026 ↗
Small Cap Stock Index Portfolio BNY MELLON INVESTMENT PORTFOLIOS 8,637368.5K $0.07 %as of Mar 31, 2026 ↗
Index 600 Stock Portfolio NORTHWESTERN MUTUAL SERIES FUND INC 8,465361.1K $0.07 %as of Mar 31, 2026 ↗
STATE STREET SMALL/MID CAP EQUITY INDEX PORTFOLIO STATE STREET INSTITUTIONAL INVESTMENT TRUST 8,419359.2K $0.01 %as of Mar 31, 2026 ↗

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The funds most exposed to it

The weight is the share of a fund's net assets. The holders table counts shares; this one measures what the company weighs inside each fund.

FundWeight in fund
Virtus KAR Small-Cap Growth Fund Virtus Equity Trust 4.68 %as of Mar 31, 2026 ↗
Virtus KAR Small-Cap Growth Series Virtus Variable Insurance Trust 4.61 %as of Mar 31, 2026 ↗
DF DENT MIDCAP GROWTH FUND FORUM FUNDS 2.54 %as of Mar 31, 2026 ↗
Motley Fool Small-Cap Growth ETF RBB Fund, Inc. 2.39 %as of Feb 28, 2026 ↗
Virtus KAR Mid-Cap Growth Fund Virtus Equity Trust 1.94 %as of Mar 31, 2026 ↗
State Street(R) SPDR(R) S&P(R) Insurance ETF SPDR SERIES TRUST 1.79 %as of Mar 31, 2026 ↗
LKCM Small-Mid Cap Equity Fund LKCM Funds 1.54 %as of Mar 31, 2026 ↗
DF DENT SMALL CAP GROWTH FUND FORUM FUNDS 1.46 %as of Mar 31, 2026 ↗
Wasatch Ultra Growth Fund WASATCH FUNDS TRUST 1.01 %as of Mar 31, 2026 ↗
Wasatch Micro Cap Fund WASATCH FUNDS TRUST 0.97 %as of Mar 31, 2026 ↗

Quarter after quarter

Each SEC quarterly data set, newest first. The change is read against the quarter before it.

QuarterShareholdersChangeSharesChange
2026Q2223-1313,296,962+1.4 %
2026Q1236-913,112,698-3.7 %
2025Q4245-2213,620,621-5.5 %
2025Q3267+814,408,997+1.3 %
2025Q2259+1614,227,755-4.1 %
2025Q1243+1514,835,092-1.0 %
2024Q4228+514,980,672-0.7 %
2024Q3223-1415,081,802+3.5 %
2024Q2237-714,569,767+0.7 %
2024Q1244+1214,462,205+0.5 %
2023Q423214,392,352

Institutional managers

213 managers declare this company to the SEC (Form 13F); the 25 largest follow.

ManagerSharesValue
BlackRock, Inc.3,686,721157.3M $as of Mar 31, 2026
WASATCH ADVISORS LP2,292,22797.8M $as of Mar 31, 2026
KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC2,258,18196.3M $as of Mar 31, 2026
Capital World Investors1,972,27184.1M $as of Mar 31, 2026
Durable Capital Partners LP1,562,96966.7M $as of Mar 31, 2026
T. Rowe Price Investment Management, Inc.1,194,99851K $as of Mar 31, 2026
STATE STREET CORP1,083,15246.2M $as of Mar 31, 2026
Langdon Equity Partners889,50037.9M $as of Mar 31, 2026
DF DENT & CO INC783,61533.4M $as of Mar 31, 2026
GEODE CAPITAL MANAGEMENT, LLC608,87226M $as of Mar 31, 2026
AKRE CAPITAL MANAGEMENT LLC443,38518.9M $as of Mar 31, 2026
GOLDMAN SACHS GROUP INC439,79818.8M $as of Mar 31, 2026
DIMENSIONAL FUND ADVISORS LP411,52717.6M $as of Mar 31, 2026
JANUS HENDERSON GROUP PLC386,90616.5M $as of Mar 31, 2026
BANK OF AMERICA CORP /DE/329,33314M $as of Mar 31, 2026
MORGAN STANLEY323,00813.8M $as of Mar 31, 2026
Whitebark Investors LP269,32211.5M $as of Mar 31, 2026
TUDOR INVESTMENT CORP ET AL264,83611.3M $as of Mar 31, 2026
NORTHERN TRUST CORP231,7749.9M $as of Mar 31, 2026
PRINCIPAL FINANCIAL GROUP INC219,7459.4M $as of Mar 31, 2026
CHARLES SCHWAB INVESTMENT MANAGEMENT INC216,7999.2M $as of Mar 31, 2026
RIVERBRIDGE PARTNERS LLC195,8178.4M $as of Mar 31, 2026
WELLS FARGO & COMPANY/MN179,4747.7M $as of Mar 31, 2026
KING LUTHER CAPITAL MANAGEMENT CORP178,3957.6M $as of Mar 31, 2026
SEI INVESTMENTS CO163,4527M $as of Mar 31, 2026

Declared shareholders of Goosehead Insurance Inc

6 beneficial ownership filings. These stakes do not add up: an asset manager filing aggregates its own funds, already counted above.

ShareholderDeclared stakeShares
Kayne Anderson Rudnick Investment Management, LLC 10.40 %2,453,903as of May 31, 2026 · SCHEDULE 13G
Wasatch Advisors LP 9.70 %2,292,227as of Mar 31, 2026 · SCHEDULE 13G
Capital World Investors 8.00 %1,972,271as of Mar 31, 2026 · SCHEDULE 13G
Vanguard Portfolio Management 5.64 %1,337,190as of Mar 31, 2026 · SCHEDULE 13G
Vanguard Capital Management 5.30 %1,255,462as of Mar 31, 2026 · SCHEDULE 13G
T. Rowe Price Investment Management, Inc. 5.00 %1,194,998as of Mar 31, 2026 · SCHEDULE 13G
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Titelia. "Fund shareholders of Goosehead Insurance Inc". https://titelia.com/en/stocks/goosehead-insurance-inc-US38267D1090