Farther Finance Advisors, LLC CTOS — CUSTOM TRUCK ONE SOURCE INC COM CL A

Ownership history in Farther Finance Advisors, LLC  ·  5 quarters on record

AI Ownership Summary

Farther Finance Advisors, LLC reported CUSTOM TRUCK ONE SOURCE INC COM CL A (CTOS) in 5 quarterly 13F filings from 2023 Q4 through 2026 Q1. The latest visible filing shows CTOS at 0.00% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this CTOS ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Farther Finance Advisors, LLC's position in CUSTOM TRUCK ONE SOURCE INC COM CL A, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q1

CTOS was reported at 0.00% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.0% in 2025 Q2

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2023 Q4 to 2026 Q1

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

CTOS stock page Farther Finance Advisors, LLC fund profile Farther Finance Advisors, LLC full holdings
How Farther Finance Advisors, LLC held CTOS — position size vs. price
% of Fund (quarterly)    CTOS price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 5 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 ADDED — — — 541 +196 +56.8% 0.00% $4K 2026-04-07 $6.64
2025 Q4 ADDED — — — 345 +88 +34.2% 0.00% $2K 2026-01-23 $6.34
2025 Q3 REDUCED 56.1% -8.3% ✅ 257 -328 -56.1% 0.00% $2K 2025-10-14 $6.54
2025 Q2 ADDED — — — 585 +584 +58400.0% 0.00% $3K 2025-07-11 $5.15
2023 Q4 INITIATED — — — 1 — — 0.00% $6 2024-02-15 $7.00

🏢 Other funds also holding CTOS

As of 2026 Q1 — sorted by position size

Canvas Wealth Advisors, LLC 3Y 7.84% Register Financial Advisors LLC 3Y 0.42% Sendero Wealth Management, LLC 3Y 0.28% SAPIENT CAPITAL LLC 0.01% CWA Asset Management Group, LLC 3Y 7Y 0.0% STRS OHIO 3Y 7Y 0.0% HARBOR CAPITAL ADVISORS, INC. 3Y 0.0% GAMMA Investing LLC 0.0% Sterling Capital Management LLC 3Y 7Y 0.0% WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 3Y 7Y 0.0%

FAQ About Farther Finance Advisors, LLC and CTOS

These are the practical questions this page is built to answer before you even open the full history table.

How long has Farther Finance Advisors, LLC reported owning CTOS?

Farther Finance Advisors, LLC reported CTOS across 5 quarterly 13F filings, from 2023 Q4 through 2026 Q1.

What was the largest reported CTOS position in Farther Finance Advisors, LLC's portfolio?

The largest reported portfolio weight for CTOS was 0.00% in 2025 Q2.

What is the latest reported CTOS position on this page?

The most recent filing on this page is 2026 Q1, when Farther Finance Advisors, LLC reported 541 shares, equal to 0.00% of portfolio, with an estimated market value of $4K.

What does the chart on this CTOS ownership page compare?

The chart compares Farther Finance Advisors, LLC's quarterly CTOS portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did Farther Finance Advisors, LLC time their CTOS position?

Based on 13F filing dates vs. subsequent CTOS price moves, Farther Finance Advisors, LLC correctly timed 3 out of 4 reported position changes (75%). The annualised alpha on CTOS relative to SPY over the holding period was +29.3%.

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