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 ↗

Download this table: CSV, JSON

Report an error

The funds most exposed to it

The weight is the share of a fund's net assets. The holders table ranks funds by number of shares. This one ranks them by the weight of the company in 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 row is one quarter of SEC filings, newest first. The change compares each quarter with the one before.

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 table shows the 25 largest.

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

There are 6 beneficial ownership filings. These stakes do not add up. An asset manager that files includes its own funds, which already appear among the funds on this page.

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
Cite this page

Titelia. "Fund shareholders of Goosehead Insurance Inc". https://titelia.com/en/stocks/goosehead-insurance-inc-US38267D1090