Fund shareholders of WidePoint Corp
ISIN US9675902095 · United States · LEI 529900TW34CMYP8ZUJ88
- Fund shareholders
- 26
- Of which ETFs
- 6 20 other funds
- Value held
- 12.2M $
- Share of capital
- 7.6 % of 10M shares on Aug 10, 2026
| Fund | Shares | Value | Weight in fund | Share of capital | |
|---|---|---|---|---|---|
| VANGUARD TOTAL STOCK MARKET INDEX FUND VANGUARD INDEX FUNDS | 259,060 | 4.5M $ | 0.00 % | 2.59 % | as of Jun 30, 2026 ↗ |
| Royce Small-Cap Opportunity Fund ROYCE FUND | 200,973 | 3.5M $ | 0.25 % | 2.01 % | as of Jun 30, 2026 ↗ |
| VANGUARD EXTENDED MARKET INDEX FUND VANGUARD INDEX FUNDS | 94,619 | 1.7M $ | 0.00 % | 0.95 % | as of Jun 30, 2026 ↗ |
| Fidelity Extended Market Index Fund Fidelity Concord Street Trust | 43,585 | 492.1K $ | 0.00 % | 0.44 % | as of May 31, 2026 ↗ |
| iShares Micro-Cap ETF iShares Trust | 28,504 | 498.8K $ | 0.03 % | 0.29 % | as of Jun 30, 2026 ↗ |
| U.S. SMALL CAP PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC | 25,315 | 257.5K $ | 0.00 % | 0.25 % | as of Jul 31, 2026 ↗ |
| Nationwide Bailard Small Cap Value Fund Nationwide Mutual Funds | 18,097 | 184K $ | 0.14 % | 0.18 % | as of Jul 31, 2026 ↗ |
| Dimensional U.S. Small Cap ETF Dimensional ETF Trust | 14,405 | 146.5K $ | 0.00 % | 0.14 % | as of Jul 31, 2026 ↗ |
| Fidelity Total Market Index Fund Fidelity Concord Street Trust | 14,118 | 159.4K $ | 0.00 % | 0.14 % | as of May 31, 2026 ↗ |
| Fidelity Series Total Market Index Fund Fidelity Concord Street Trust | 12,617 | 142.4K $ | 0.00 % | 0.13 % | as of May 31, 2026 ↗ |
| Ultra-Small Company Market Fund Bridgeway Funds, Inc. | 9,458 | 165.5K $ | 0.11 % | 0.09 % | as of Jun 30, 2026 ↗ |
| Venerable US Small Cap Fund Venerable Variable Insurance Trust | 6,675 | 116.8K $ | 0.07 % | 0.07 % | as of Jun 30, 2026 ↗ |
| U.S. MICRO CAP PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC | 4,907 | 49.9K $ | 0.00 % | 0.05 % | as of Jul 31, 2026 ↗ |
| U.S. CORE EQUITY 1 PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC | 4,900 | 49.8K $ | 0.00 % | 0.05 % | as of Jul 31, 2026 ↗ |
| VANGUARD BALANCED INDEX FUND VANGUARD VALLEY FORGE FUNDS | 4,578 | 80.1K $ | 0.00 % | 0.05 % | as of Jun 30, 2026 ↗ |
| Dimensional U.S. Equity Market ETF Dimensional ETF Trust | 3,222 | 32.8K $ | 0.00 % | 0.03 % | as of Jul 31, 2026 ↗ |
| VANGUARD INSTITUTIONAL TOTAL STOCK MARKET INDEX FUND VANGUARD INSTITUTIONAL INDEX FUNDS | 2,099 | 36.7K $ | 0.00 % | 0.02 % | as of Jun 30, 2026 ↗ |
| 1290 VT Micro Cap Portfolio EQ Advisors Trust | 1,912 | 33.5K $ | 0.02 % | 0.02 % | as of Jun 30, 2026 ↗ |
| U.S. Sustainability Core 1 Portfolio DFA INVESTMENT DIMENSIONS GROUP INC | 1,696 | 17.2K $ | 0.00 % | 0.02 % | as of Jul 31, 2026 ↗ |
| U.S. Social Core Equity 2 Portfolio DFA INVESTMENT DIMENSIONS GROUP INC | 1,192 | 12.1K $ | 0.00 % | 0.01 % | as of Jul 31, 2026 ↗ |
| Omni Small-Cap Value Fund Bridgeway Funds, Inc. | 1,000 | 17.5K $ | 0.00 % | 0.01 % | as of Jun 30, 2026 ↗ |
| Victory Extended Market Index Fund Victory Portfolios III | 943 | 9.6K $ | 0.00 % | 0.01 % | as of Jul 31, 2026 ↗ |
| Dimensional US Core Equity 1 ETF Dimensional ETF Trust | 689 | 7K $ | 0.00 % | 0.01 % | as of Jul 31, 2026 ↗ |
| U.S. CORE EQUITY 2 PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC | 562 | 5.7K $ | 0.01 % | as of Jul 31, 2026 ↗ | |
| Dimensional US Sustainability Core 1 ETF Dimensional ETF Trust | 446 | 4.5K $ | 0.00 % | 0.00 % | as of Jul 31, 2026 ↗ |
| Dimensional U.S. Core Equity 2 ETF Dimensional ETF Trust | 401 | 4.1K $ | 0.00 % | as of Jul 31, 2026 ↗ |
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 | |
|---|---|---|
| Royce Small-Cap Opportunity Fund ROYCE FUND | 0.25 % | as of Jun 30, 2026 ↗ |
| Nationwide Bailard Small Cap Value Fund Nationwide Mutual Funds | 0.14 % | as of Jul 31, 2026 ↗ |
| Ultra-Small Company Market Fund Bridgeway Funds, Inc. | 0.11 % | as of Jun 30, 2026 ↗ |
| Venerable US Small Cap Fund Venerable Variable Insurance Trust | 0.07 % | as of Jun 30, 2026 ↗ |
| iShares Micro-Cap ETF iShares Trust | 0.03 % | as of Jun 30, 2026 ↗ |
| 1290 VT Micro Cap Portfolio EQ Advisors Trust | 0.02 % | as of Jun 30, 2026 ↗ |
| VANGUARD EXTENDED MARKET INDEX FUND VANGUARD INDEX FUNDS | 0.00 % | as of Jun 30, 2026 ↗ |
| Omni Small-Cap Value Fund Bridgeway Funds, Inc. | 0.00 % | as of Jun 30, 2026 ↗ |
| U.S. SMALL CAP PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC | 0.00 % | as of Jul 31, 2026 ↗ |
| Fidelity Extended Market Index Fund Fidelity Concord Street Trust | 0.00 % | as of May 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 |
|---|---|---|---|---|
| 2026Q3 | 26 | +3 | 755,973 | +32.5 % |
| 2026Q2 | 23 | +1 | 570,722 | +10.3 % |
| 2026Q1 | 22 | 0 | 517,643 | +4.0 % |
| 2025Q4 | 22 | -1 | 497,950 | -10.4 % |
| 2025Q3 | 23 | +1 | 555,529 | +3.7 % |
| 2025Q2 | 22 | +2 | 535,504 | +0.1 % |
| 2025Q1 | 20 | 0 | 534,785 | +0.2 % |
| 2024Q4 | 20 | +2 | 533,813 | +3.5 % |
| 2024Q3 | 18 | +1 | 515,603 | -3.4 % |
| 2024Q2 | 17 | +5 | 533,543 | +6.9 % |
| 2024Q1 | 12 | -2 | 499,283 | -16.3 % |
| 2023Q4 | 14 | 596,846 |
Institutional managers
34 managers declare this company to the SEC (Form 13F). The table shows the 25 largest.
| Manager | Shares | Value | |
|---|---|---|---|
| Potomac Capital Management, Inc. | 272,780 | 1.4M $ | as of Mar 31, 2026 |
| LPL Financial LLC | 188,008 | 938.2K $ | as of Mar 31, 2026 |
| RENAISSANCE TECHNOLOGIES LLC | 123,598 | 616.8K $ | as of Mar 31, 2026 |
| Summit Financial Strategies, Inc. | 117,748 | 587.6K $ | as of Mar 31, 2026 |
| GEODE CAPITAL MANAGEMENT, LLC | 95,556 | 476.9K $ | as of Mar 31, 2026 |
| DIMENSIONAL FUND ADVISORS LP | 79,136 | 394.9K $ | as of Mar 31, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 78,319 | 390.8K $ | as of Mar 31, 2026 |
| BRIDGEWAY CAPITAL MANAGEMENT, LLC | 60,740 | 303.1K $ | as of Mar 31, 2026 |
| BlackRock, Inc. | 38,164 | 190.4K $ | as of Mar 31, 2026 |
| CITADEL ADVISORS LLC | 34,665 | 173K $ | as of Mar 31, 2026 |
| GOLDMAN SACHS GROUP INC | 32,009 | 159.7K $ | as of Mar 31, 2026 |
| OSAIC HOLDINGS, INC. | 30,974 | 154.6K $ | as of Mar 31, 2026 |
| JANE STREET GROUP, LLC | 29,523 | 147.3K $ | as of Mar 31, 2026 |
| Empowered Funds, LLC | 28,482 | 142.1K $ | as of Mar 31, 2026 |
| STATE STREET CORP | 27,153 | 135.5K $ | as of Mar 31, 2026 |
| Cassaday & Co Wealth Management LLC | 17,500 | 87.3K $ | as of Mar 31, 2026 |
| RITHOLTZ WEALTH MANAGEMENT | 15,659 | 78.1K $ | as of Mar 31, 2026 |
| NORTHERN TRUST CORP | 15,611 | 77.9K $ | as of Mar 31, 2026 |
| XTX Topco Ltd | 13,892 | 69.3K $ | as of Mar 31, 2026 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | 13,038 | 65.1K $ | as of Mar 31, 2026 |
| BARTLETT & CO. WEALTH MANAGEMENT LLC | 11,825 | 104.7K $ | as of Mar 31, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | 10,000 | 49.9K $ | as of Mar 31, 2026 |
| MORGAN STANLEY | 8,755 | 43.7K $ | as of Mar 31, 2026 |
| GROUP ONE TRADING LLC | 6,269 | 31.3K $ | as of Mar 31, 2026 |
| IFP Advisors, Inc | 5,500 | 27.4K $ | as of Mar 31, 2026 |
Cite this page
Titelia. "Fund shareholders of WidePoint Corp". https://titelia.com/en/stocks/widepoint-corp-US9675902095