13F

VLUE ISHARES MSCI USA VALUE FACTO

2026Q1 · CUSIP 46432F388

🟢 Lit · Institutions accelerating in
Holders
547
Δ holders QoQ
+76
Breadth percentile
Top 2%
Whale holders
106
Δ whales
+3
Inst. holding value
$7.6B
New positions
124
Closed positions
48
Price momentum (1Q)
Put / Call
2/0

Breadth history (34 quarters)

2018Q1: Δ+4 · h=111 2018Q2: Δ+16 · h=127 2018Q3: Δ+13 · h=140 2018Q4: Δ+26 · h=166 2019Q1: Δ-1 · h=165 2019Q2: Δ-2 · h=163 2019Q3: Δ+24 · h=187 2019Q4: Δ+32 · h=219 2020Q1: Δ-19 · h=200 2020Q2: Δ+78 · h=278 2020Q3: Δ+13 · h=291 2020Q4: Δ+94 · h=385 2021Q1: Δ+50 · h=435 2021Q2: Δ+32 · h=467 2021Q3: Δ+8 · h=475 2021Q4: Δ+101 · h=576 2022Q1: Δ-18 · h=558 2022Q2: Δ-55 · h=503 2022Q3: Δ-44 · h=459 2022Q4: Δ+0 · h=459 2023Q1: Δ-17 · h=442 2023Q2: Δ-13 · h=429 2023Q3: Δ-17 · h=412 2023Q4: Δ+18 · h=430 2024Q1: Δ-11 · h=419 2024Q2: Δ-15 · h=404 2024Q3: Δ-4 · h=400 2024Q4: Δ+24 · h=424 2025Q1: Δ-5 · h=419 2025Q2: Δ-1 · h=418 2025Q3: Δ+11 · h=429 2025Q4: Δ+42 · h=471 2026Q1: Δ+76 · h=547 2018Q1: holders=111 2018Q2: holders=127 2018Q3: holders=140 2018Q4: holders=166 2019Q1: holders=165 2019Q2: holders=163 2019Q3: holders=187 2019Q4: holders=219 2020Q1: holders=200 2020Q2: holders=278 2020Q3: holders=291 2020Q4: holders=385 2021Q1: holders=435 2021Q2: holders=467 2021Q3: holders=475 2021Q4: holders=576 2022Q1: holders=558 2022Q2: holders=503 2022Q3: holders=459 2022Q4: holders=459 2023Q1: holders=442 2023Q2: holders=429 2023Q3: holders=412 2023Q4: holders=430 2024Q1: holders=419 2024Q2: holders=404 2024Q3: holders=400 2024Q4: holders=424 2025Q1: holders=419 2025Q2: holders=418 2025Q3: holders=429 2025Q4: holders=471 2026Q1: holders=547 -101 -50.5 +0 +50.5 +101 99352605 18Q119Q120Q121Q122Q123Q124Q125Q126Q1 Δ holders (bar) Holders (line)

Past Lit Events & Aftermath 13 lit events

Period Percentile Next-1Q return Next-2Q return
2026Q1 Top 2%
2025Q4 Top 12%
2021Q4 Top 4%
2021Q2 Top 6%
2021Q1 Top 4%
2020Q4 Top 5%
2020Q3 Top 19%
2020Q2 Top 2%
2019Q4 Top 13%
2019Q3 Top 6%
2018Q4 Top 8%
2018Q3 Top 18%
2018Q2 Top 15%
Put holders / Call holders: 2 / 0