13F

AVUV AVANTIS US SMALL CAP VALUE

2026Q1 · CUSIP 025072877

🟢 Lit · Institutions accelerating in
Holders
1,048
Δ holders QoQ
+64
Breadth percentile
Top 3%
Whale holders
109
Δ whales
+5
Inst. holding value
$16.4B
New positions
136
Closed positions
72
Price momentum (1Q)
Put / Call
1/3

Breadth history (34 quarters)

2019Q4: Δ+5 · h=11 2020Q1: Δ+13 · h=24 2020Q2: Δ+5 · h=29 2020Q3: Δ+5 · h=34 2020Q4: Δ+17 · h=51 2021Q1: Δ+25 · h=76 2021Q2: Δ+36 · h=112 2021Q3: Δ+21 · h=133 2021Q4: Δ+62 · h=195 2022Q1: Δ+30 · h=225 2022Q2: Δ+37 · h=262 2022Q3: Δ+17 · h=279 2022Q4: Δ+80 · h=359 2023Q1: Δ+48 · h=407 2023Q2: Δ+15 · h=422 2023Q3: Δ+30 · h=452 2023Q4: Δ+117 · h=569 2024Q1: Δ+64 · h=633 2024Q2: Δ+19 · h=652 2024Q3: Δ+54 · h=706 2024Q4: Δ+99 · h=805 2025Q1: Δ+9 · h=814 2025Q2: Δ+45 · h=859 2025Q3: Δ+22 · h=881 2025Q4: Δ+103 · h=984 2026Q1: Δ+64 · h=1048 2019Q4: holders=11 2020Q1: holders=24 2020Q2: holders=29 2020Q3: holders=34 2020Q4: holders=51 2021Q1: holders=76 2021Q2: holders=112 2021Q3: holders=133 2021Q4: holders=195 2022Q1: holders=225 2022Q2: holders=262 2022Q3: holders=279 2022Q4: holders=359 2023Q1: holders=407 2023Q2: holders=422 2023Q3: holders=452 2023Q4: holders=569 2024Q1: holders=633 2024Q2: holders=652 2024Q3: holders=706 2024Q4: holders=805 2025Q1: holders=814 2025Q2: holders=859 2025Q3: holders=881 2025Q4: holders=984 2026Q1: holders=1048 -117 -58.5 +0 +58.5 +117 95551101 19Q420Q321Q222Q122Q423Q324Q225Q125Q426Q1 Δ holders (bar) Holders (line)

Past Lit Events & Aftermath 20 lit events

Period Percentile Next-1Q return Next-2Q return
2026Q1 Top 3%
2025Q4 Top 3%
2025Q3 Top 14%
2025Q2 Top 6%
2024Q4 Top 4%
2024Q3 Top 3%
2024Q2 Top 14%
2024Q1 Top 3%
2023Q4 Top 3%
2023Q3 Top 4%
2023Q2 Top 15%
2023Q1 Top 2%
2022Q4 Top 3%
2022Q3 Top 7%
2022Q2 Top 2%
2022Q1 Top 5%
2021Q4 Top 7%
2021Q3 Top 7%
2021Q2 Top 5%
2021Q1 Top 14%
Put holders / Call holders: 1 / 3