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
| Fund | Shares | Value | Weight in fund | |
|---|---|---|---|---|
| Small-Cap Equity Portfolio PACIFIC SELECT FUND | 198 | 8.4K $ | 0.00 % | as of Mar 31, 2026 ↗ |
| Goldman Sachs Absolute Return Tracker Fund GOLDMAN SACHS TRUST | 196 | 8.4K $ | 0.00 % | as of Mar 31, 2026 ↗ |
| LVIP Dimensional U.S. Core Equity 2 Fund LINCOLN VARIABLE INSURANCE PRODUCTS TRUST | 189 | 8.1K $ | 0.00 % | as of Mar 31, 2026 ↗ |
| SmallCap Value Fund II Principal Funds, Inc | 171 | 7.7K $ | 0.00 % | as of Apr 30, 2026 ↗ |
| Innovator U.S. Small Cap Managed 10 Buffer ETF Innovator ETFs Trust | 150 | 6.7K $ | 0.09 % | as of Apr 30, 2026 ↗ |
| State Street Balanced Index Fund STATE STREET INSTITUTIONAL INVESTMENT TRUST | 146 | 6.2K $ | 0.00 % | as of Mar 31, 2026 ↗ |
| Wilshire 5000 Index Fund Wilshire Mutual Funds Inc | 134 | 5.7K $ | 0.00 % | as of Mar 31, 2026 ↗ |
| Knights of Columbus U.S. ALL CAP INDEX FUND ADVISORS' INNER CIRCLE III | 127 | 5.7K $ | 0.00 % | as of Apr 30, 2026 ↗ |
| Russell 2000 2x Strategy Fund Rydex Dynamic Funds | 118 | 5K $ | 0.01 % | as of Mar 31, 2026 ↗ |
| SMALL-CAP GROWTH PROFUND ProFunds | 92 | 4.1K $ | 0.09 % | as of Apr 30, 2026 ↗ |
| PROFUND VP ULTRA SMALL CAP ProFunds | 79 | 3.4K $ | 0.02 % | as of Mar 31, 2026 ↗ |
| iShares Texas Equity ETF iShares Trust | 77 | 3.3K $ | 0.02 % | as of Mar 31, 2026 ↗ |
| PROFUND VP SMALL CAP ProFunds | 60 | 2.6K $ | 0.02 % | as of Mar 31, 2026 ↗ |
| SMALL-CAP VALUE PROFUND ProFunds | 55 | 2.5K $ | 0.04 % | as of Apr 30, 2026 ↗ |
| Russell 2000 Fund Rydex Series Funds | 54 | 2.3K $ | 0.02 % | as of Mar 31, 2026 ↗ |
| Avantis U.S. Quality ETF American Century ETF Trust | 45 | 2.4K $ | 0.00 % | as of Feb 28, 2026 ↗ |
| SMALL-CAP PROFUND ProFunds | 43 | 1.9K $ | 0.02 % | as of Apr 30, 2026 ↗ |
| State Street(R) SPDR(R) S&P(R) 1500 Value Tilt ETF SPDR SERIES TRUST | 36 | 1.5K $ | 0.00 % | as of Mar 31, 2026 ↗ |
| Russell 2000 1.5x Strategy Fund Rydex Series Funds | 33 | 1.4K $ | 0.02 % | as of Mar 31, 2026 ↗ |
| ProShares Hedge Replication ETF ProShares Trust | 24 | 1.3K $ | 0.01 % | as of Feb 28, 2026 ↗ |
| E*TRADE No Fee Total Market Index Fund E Trade Trust | 14 | 627.1 $ | 0.00 % | as of Apr 30, 2026 ↗ |
| ProShares Russell 2000 Dynamic Buffer ETF ProShares Trust | 8 | 433.6 $ | 0.04 % | as of Feb 28, 2026 ↗ |
| Russell 2000(R) 1.5x Strategy Fund Rydex Variable Trust | 6 | 256 $ | 0.01 % | as of Mar 31, 2026 ↗ |
| State Street(R) SPDR(R) S&P(R) 1500 Momentum Tilt ETF SPDR SERIES TRUST | 3 | 128 $ | 0.00 % | as of Mar 31, 2026 ↗ |
| ACIMUT NORTH AMERICAN MANAGERS, FI MUTUACTIVOS, S.A., S.G.I.I.C. | 859.3K € | 0.91 % | as of Dec 31, 2025 ↗ |
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.
| Fund | Weight 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.
| Quarter | Shareholders | Change | Shares | Change |
|---|---|---|---|---|
| 2026Q2 | 223 | -13 | 13,296,962 | +1.4 % |
| 2026Q1 | 236 | -9 | 13,112,698 | -3.7 % |
| 2025Q4 | 245 | -22 | 13,620,621 | -5.5 % |
| 2025Q3 | 267 | +8 | 14,408,997 | +1.3 % |
| 2025Q2 | 259 | +16 | 14,227,755 | -4.1 % |
| 2025Q1 | 243 | +15 | 14,835,092 | -1.0 % |
| 2024Q4 | 228 | +5 | 14,980,672 | -0.7 % |
| 2024Q3 | 223 | -14 | 15,081,802 | +3.5 % |
| 2024Q2 | 237 | -7 | 14,569,767 | +0.7 % |
| 2024Q1 | 244 | +12 | 14,462,205 | +0.5 % |
| 2023Q4 | 232 | 14,392,352 |
Institutional managers
213 managers declare this company to the SEC (Form 13F). The table shows the 25 largest.
| Manager | Shares | Value | |
|---|---|---|---|
| BlackRock, Inc. | 3,686,721 | 157.3M $ | as of Mar 31, 2026 |
| WASATCH ADVISORS LP | 2,292,227 | 97.8M $ | as of Mar 31, 2026 |
| KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC | 2,258,181 | 96.3M $ | as of Mar 31, 2026 |
| Capital World Investors | 1,972,271 | 84.1M $ | as of Mar 31, 2026 |
| Durable Capital Partners LP | 1,562,969 | 66.7M $ | as of Mar 31, 2026 |
| T. Rowe Price Investment Management, Inc. | 1,194,998 | 51K $ | as of Mar 31, 2026 |
| STATE STREET CORP | 1,083,152 | 46.2M $ | as of Mar 31, 2026 |
| Langdon Equity Partners | 889,500 | 37.9M $ | as of Mar 31, 2026 |
| DF DENT & CO INC | 783,615 | 33.4M $ | as of Mar 31, 2026 |
| GEODE CAPITAL MANAGEMENT, LLC | 608,872 | 26M $ | as of Mar 31, 2026 |
| AKRE CAPITAL MANAGEMENT LLC | 443,385 | 18.9M $ | as of Mar 31, 2026 |
| GOLDMAN SACHS GROUP INC | 439,798 | 18.8M $ | as of Mar 31, 2026 |
| DIMENSIONAL FUND ADVISORS LP | 411,527 | 17.6M $ | as of Mar 31, 2026 |
| JANUS HENDERSON GROUP PLC | 386,906 | 16.5M $ | as of Mar 31, 2026 |
| BANK OF AMERICA CORP /DE/ | 329,333 | 14M $ | as of Mar 31, 2026 |
| MORGAN STANLEY | 323,008 | 13.8M $ | as of Mar 31, 2026 |
| Whitebark Investors LP | 269,322 | 11.5M $ | as of Mar 31, 2026 |
| TUDOR INVESTMENT CORP ET AL | 264,836 | 11.3M $ | as of Mar 31, 2026 |
| NORTHERN TRUST CORP | 231,774 | 9.9M $ | as of Mar 31, 2026 |
| PRINCIPAL FINANCIAL GROUP INC | 219,745 | 9.4M $ | as of Mar 31, 2026 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 216,799 | 9.2M $ | as of Mar 31, 2026 |
| RIVERBRIDGE PARTNERS LLC | 195,817 | 8.4M $ | as of Mar 31, 2026 |
| WELLS FARGO & COMPANY/MN | 179,474 | 7.7M $ | as of Mar 31, 2026 |
| KING LUTHER CAPITAL MANAGEMENT CORP | 178,395 | 7.6M $ | as of Mar 31, 2026 |
| SEI INVESTMENTS CO | 163,452 | 7M $ | 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.
| Shareholder | Declared stake | Shares | |
|---|---|---|---|
| Kayne Anderson Rudnick Investment Management, LLC | 10.40 % | 2,453,903 | as of May 31, 2026 · SCHEDULE 13G |
| Wasatch Advisors LP | 9.70 % | 2,292,227 | as of Mar 31, 2026 · SCHEDULE 13G |
| Capital World Investors | 8.00 % | 1,972,271 | as of Mar 31, 2026 · SCHEDULE 13G |
| Vanguard Portfolio Management | 5.64 % | 1,337,190 | as of Mar 31, 2026 · SCHEDULE 13G |
| Vanguard Capital Management | 5.30 % | 1,255,462 | as of Mar 31, 2026 · SCHEDULE 13G |
| T. Rowe Price Investment Management, Inc. | 5.00 % | 1,194,998 | as of Mar 31, 2026 · SCHEDULE 13G |
Cite this page
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