New Positions
7 managers initiated
Top five by reported value
WidePoint Corp NYSE MKT LLC:WYY
Institutional holders, quarter-over-quarter share deltas, and new and closed positions disclosed in Form 13F. Period 2025-12-31 · prior 2025-09-30.
7 new16 added14 reduced6 exited
Total Institutional Holders
37
as of 2025-12-31
Top Holder
VANGUARD GROUP INC
$2.1M
Largest QoQ Increase
Potomac Capital Management, Inc.
+195,670 sh
Largest QoQ Decrease
ESSEX INVESTMENT MANAGEMENT CO LLC
-50,111 sh
New Positions(7)
| Manager | Shares | Δ Shares | Value | Δ Value | % Δ |
|---|---|---|---|---|---|
| Potomac Capital Management, Inc. | 195,670 | +195,670 | $1.1M | +$1.1M | — |
| EAM Investors, LLC | 98,066 | +98,066 | $526.6K | +$526.6K | — |
| SEI INVESTMENTS CO | 59,700 | +59,700 | $320.6K | +$320.6K | — |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | 28,343 | +28,343 | $152.2K | +$152.2K | — |
| RITHOLTZ WEALTH MANAGEMENT | 14,783 | +14,783 | $79.4K | +$79.4K | — |
| FEDERATED HERMES, INC. | 164 | +164 | $881 | +$881 | — |
| FMR LLC | 5 | +5 | $29 | +$29 | — |
Added To(16)
| Manager | Shares | Δ Shares | Value | Δ Value | % Δ |
|---|---|---|---|---|---|
| CITADEL ADVISORS LLC | 120,701 | +65,273 | $648.2K | +$374.1K | 117.8% |
| VANGUARD GROUP INC | 397,884 | +21,371 | $2.1M | +$274.8K | 5.7% |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 111,584 | +37,193 | $599.2K | +$231.2K | 50.0% |
| NewEdge Advisors, LLC | 46,028 | +30,397 | $247.2K | +$169.9K | 194.5% |
| JANE STREET GROUP, LLC | 52,751 | +26,193 | $283.3K | +$151.9K | 98.6% |
| SIMPLEX TRADING, LLC | 24,585 | +15,609 | $132.0K | +$132.0K | 173.9% |
| RENAISSANCE TECHNOLOGIES LLC | 132,098 | +3,898 | $709.4K | +$75.4K | 3.0% |
| GEODE CAPITAL MANAGEMENT, LLC | 85,777 | +3,675 | $460.7K | +$54.6K | 4.5% |
| GROUP ONE TRADING, L.P. | 18,197 | +4,767 | $97.7K | +$31.3K | 35.5% |
| STATE STREET CORP | 27,153 | +2,400 | $145.8K | +$23.4K | 9.7% |
| BlackRock, Inc. | 34,678 | +1,342 | $186.2K | +$21.4K | 4.0% |
| ADVISOR GROUP HOLDINGS, INC. | 24,082 | +1,957 | $129.3K | +$18.7K | 8.8% |
| XTX Topco Ltd | 14,957 | +1,739 | $80.3K | +$15.0K | 13.2% |
| MORGAN STANLEY | 8,755 | +2,255 | $47.0K | +$14.9K | 34.7% |
| Tower Research Capital LLC (TRC) | 1,135 | +635 | $6.1K | +$3.6K | 127.0% |
| BANK OF AMERICA CORP /DE/ | 7 | +1 | $38 | +$8 | 16.7% |
Reduced(14)
| Manager | Shares | Δ Shares | Value | Δ Value | % Δ |
|---|---|---|---|---|---|
| UBS Group AG | 406 | -34,802 | $2.2K | -$171.9K | -98.8% |
| Royal Bank of Canada | 26 | -30,061 | $0 | -$103.0K | -99.9% |
| Summit Financial Strategies, Inc. | 117,748 | 0 | $632.3K | +$50.0K | 0.0% |
| BRIDGEWAY CAPITAL MANAGEMENT, LLC | 60,740 | 0 | $326.2K | +$25.8K | 0.0% |
| Empowered Funds, LLC | 28,482 | 0 | $152.9K | +$12.1K | 0.0% |
| GOLDMAN SACHS GROUP INC | 38,532 | -1,656 | $206.9K | +$8.2K | -4.1% |
| NORTHERN TRUST CORP | 15,611 | 0 | $83.8K | +$6.6K | 0.0% |
| Truvestments Capital LLC | 4,344 | -1,399 | $23.3K | -$5.1K | -24.4% |
| BARTLETT & CO. WEALTH MANAGEMENT LLC | 11,825 | 0 | $63.5K | +$5.0K | 0.0% |
| CITIGROUP INC | 1 | -284 | $5 | -$1.4K | -99.6% |
| DIMENSIONAL FUND ADVISORS LP | 79,136 | -6,976 | $425.0K | -$864 | -8.1% |
| First Command Advisory Services, Inc. | 1,103 | 0 | $5.9K | +$469 | 0.0% |
| Stephens Consulting, LLC | 250 | 0 | $1.3K | +$106 | 0.0% |
| SBI Securities Co., Ltd. | 3 | 0 | $16 | +$1 | 0.0% |
Sold Out(6)
| Manager | Shares | Δ Shares | Value | Δ Value | % Δ |
|---|---|---|---|---|---|
| ESSEX INVESTMENT MANAGEMENT CO LLC | 0 | -50,111 | $0 | -$247.8K | — |
| Cassaday & Co Wealth Management LLC | 0 | -17,500 | $0 | -$86.5K | — |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | 0 | -12,283 | $0 | -$60.7K | — |
| Legato Capital Management LLC | 0 | -11,789 | $0 | -$58.3K | — |
| WOLVERINE TRADING, LLC | 0 | -11,001 | $0 | -$55.0K | — |
| JPMORGAN CHASE & CO | 0 | -20 | $0 | -$99 | — |
Top Holders by reported value
Ranked by the dollar value reported on the latest Form 13F. Share counts reflect long positions as of 2025-12-31.
| Manager | Shares | $ Value | Δ Shares | QoQ % |
|---|---|---|---|---|
| VANGUARD GROUP INC | 397,884 | $2.1M | +21,371 | 5.7% |
| Potomac Capital Management, Inc. | 195,670 | $1.1M | +195,670 | — |
| RENAISSANCE TECHNOLOGIES LLC | 132,098 | $709.4K | +3,898 | 3.0% |
| CITADEL ADVISORS LLC | 120,701 | $648.2K | +65,273 | 117.8% |
| Summit Financial Strategies, Inc. | 117,748 | $632.3K | 0 | 0.0% |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 111,584 | $599.2K | +37,193 | 50.0% |
| EAM Investors, LLC | 98,066 | $526.6K | +98,066 | — |
| GEODE CAPITAL MANAGEMENT, LLC | 85,777 | $460.7K | +3,675 | 4.5% |
| DIMENSIONAL FUND ADVISORS LP | 79,136 | $425.0K | -6,976 | -8.1% |
| BRIDGEWAY CAPITAL MANAGEMENT, LLC | 60,740 | $326.2K | 0 | 0.0% |
| SEI INVESTMENTS CO | 59,700 | $320.6K | +59,700 | — |
| JANE STREET GROUP, LLC | 52,751 | $283.3K | +26,193 | 98.6% |
| NewEdge Advisors, LLC | 46,028 | $247.2K | +30,397 | 194.5% |
| GOLDMAN SACHS GROUP INC | 38,532 | $206.9K | -1,656 | -4.1% |
| BlackRock, Inc. | 34,678 | $186.2K | +1,342 | 4.0% |
| Empowered Funds, LLC | 28,482 | $152.9K | 0 | 0.0% |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | 28,343 | $152.2K | +28,343 | — |
| STATE STREET CORP | 27,153 | $145.8K | +2,400 | 9.7% |
| SIMPLEX TRADING, LLC | 24,585 | $132.0K | +15,609 | 173.9% |
| ADVISOR GROUP HOLDINGS, INC. | 24,082 | $129.3K | +1,957 | 8.8% |
New & Closed Positions this quarter
Closed Positions
6 managers exited
Top five by prior-quarter value
Methodology
Form 13F is the SEC's quarterly disclosure for institutional investment managers exercising discretion over $100 million or more in qualifying U.S. equity securities. Managers must file within 45 days of each calendar quarter end, which is why holdings shown here reflect a snapshot at the period date — not real-time positioning.
Quarter-over-quarter deltas compare each manager's most recently reported share count for WYY against its prior-quarter count. New positions are entries where the prior count was zero; closed positions are entries where the current count is zero. Amendments (13F-HR/A) replace prior filings for the same period.
Source: SEC EDGAR Form 13F (XML information tables). Dollar values are as reported by the manager and may use mid-quarter pricing conventions. CUSIP-to-ticker resolution is best-effort.