Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Custom Truck One Source Inc (CTOS)

180 + Investors. Track Smart Money conviction in CTOS. See who's accumulating, reducing, or initiating positions.

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +16
Streak
4Q ▲
Buyers last Q
58%

Smart Money Signals — CTOS

Based on 184 hedge funds · latest filing: 2026 Q2 · updated quarterly

📈

Buying streak — 4 quarters in a row

last 6Q
For 4 consecutive quarters, more hedge funds added CTOS than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.
🏔️

At the ownership peak (100% of max)

100% of all-time peak
184 hedge funds hold CTOS right now — the highest count in 3.0 years. When ownership is this concentrated, any bad news can trigger a chain reaction: one big fund sells, others follow. This is a classic 'crowded trade' — high popularity doesn't equal safety.
🚀

Fast accumulation — +45% more funds vs a year ago

fund count last 6Q
+57 new funds entered over the past year (+45% YoY). That's a rapid rush of institutional money. Fast accumulation often signals a major thesis — but it also means the stock could fall quickly if that thesis breaks.
🟡

Slight buying edge — 58% buying

112 buying81 selling
Last quarter: 112 funds bought or added vs 81 that reduced or exited. It's nearly a 50/50 split — some institutions are convinced, others are taking profits. This mixed picture is normal near price highs.
➡️

Steady new buyers — ~39 new funds per quarter

new funds entering per quarter
Funds opening this position for the first time: 29 → 28 → 42 → 39. A stable flow of new institutional buyers suggests ongoing interest without signs of either acceleration or slowdown.
🔒

41% of holders stayed for 2+ years

■ 41% conviction (2yr+) ■ 30% medium ■ 29% new
75 out of 184 hedge funds have held CTOS for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.
💰

Value +88% but shares only +2% — price-driven

Value
+88%
Shares
+2%
Last quarter: the total dollar value of institutional holdings rose +88%, but actual share count only changed +2%. The gap is explained by the stock's price rising — not new buying. Strong value growth with weak share growth means the rally is price momentum, not fresh institutional demand.
📈

Growing discovery — still being found

19 → 29 → 28 → 42 → 39 new funds/Q
New funds entering each quarter: 29 → 28 → 42 → 39. A growing number of institutions are discovering CTOS each quarter. The narrative is still spreading — leaving room for ongoing capital accumulation.
🏛️

Veteran-anchored — 54% veterans vs 30% newcomers

■ 54% veterans ■ 16% 1-2yr ■ 30% new
Entry-cohort mix of 185 holders: 99 (54%) are 2+ year veterans, 30 entered 1–2 years ago, and 56 (30%) joined within the past year. A veteran-weighted cap table skews toward institutional memory over fresh momentum.
📋

Smaller funds dominant — 16% AUM from top-100

16% from top-100 AUM funds
47 of 183 holders rank in the top 100 by AUM, but together hold only 16% of total institutional value. The stock is held primarily by smaller and mid-sized funds.
4.2
out of 10
Moderate Exit Risk
Exit risk score 4.2/10 — some crowding factors present, but no critical concentration. Watch ownership trend over the next 1–2 quarters for direction.

Methodology note: these Smart Money cards use consecutive 13F disclosure snapshots, not trade-by-trade execution data. "Buying", "selling", "new holders", and "trimmed" refer to quarter-over-quarter changes in reported holders, aggregate shares, or disclosed position values between filings. They are useful for ownership regime analysis and crowding, but they do not imply exact trade timing on the filing date.

Institutional Sentiment Summary — CTOS

In 2026 Q2, 112 hedge funds were net buyers of CTOS (39 opened a new position, 73 added to an existing one), while 81 reduced or exited (58 trimmed, 23 sold completely) — a 58% buyer ratio, indicating a slight buying edge. This marks 4 consecutive quarters of net institutional buying — a persistent conviction signal. Net fund flow last quarter: +16 funds (more new holders than closures). Total institutional holders: 184.

Hedge Fund Ownership: CTOS

How many hedge funds hold CTOS — quarterly history vs. share price
Quarterly hedge fund ownership of CTOS vs. share price

Market Analysis: CTOS

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: CTOS

-- --

Institutional ownership data sourced from SEC EDGAR Form 13F-HR filings.

Loading signal freshness…
Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

11 top-rated funds 0 high-conviction
Consensus
4.7
/ 10
breadth
×
Elite
0.8
/ 10
conviction
Hedge Fund Positioning: CTOS
180 + Investors

Track Smart Money conviction in CTOS. See who's accumulating, reducing, or initiating positions.

Metric All 13F Filers (2026 Q2) Prior (2026 Q1) Change
Funds Holding 180 168 7.14%
13F Shares 222M 218M 1.96%
Total Value $2.62B $1.43B 83.18%
New Positions 38 42 -4
Increased Positions 72 55 +17
Closed Positions 25 28 -3
Reduced Positions 57 47 +10
Total Calls 2 0 100%
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: CTOS

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Valuation Measures Data as of: --

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PEG Ratio (5yr expected) --
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Enterprise Value/EBITDA --
Beta (5Y Monthly) --
Short Ratio (Days to Cover) --
Short % of Float --

Financial Highlights

Profitability
Profit Margin --
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Total Cash (mrq) --
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Institutional Holders (2026 Q2)

180 + investors

Explore institutional interest and hedge fund ownership dynamics. Analyze portfolio weights, new positions, and conviction trends in CTOS. Verified SEC 13F-HR filings.

QUARTER:
Top 25 CTOS holders by conviction (% of portfolio weight) — 2026 Q2 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Platinum Equity Advisors, LLC/DE 20.66% 156,743,635 $1.85B
2 Canvas Wealth Advisors, LLC 9.86% 5,982,649 $70.7M
3 Intrinsic Edge Capital Management LLC 0.84% 685,622 $8.1M
4 Register Financial Advisors LLC 0.62% 170,200 $2.0M
5 Sendero Wealth Management, LLC 0.54% 457,766 $5.4M
6 Sandler Capital Management 0.51% 87,077 $1.0M
7 VARCOV Co. 0.39% 86,733 $1.0M
8 Heartland Advisors Inc 0.37% 700,000 $8.3M
9 Bridgeway Capital Management, LLC 0.19% 908,125 $10.7M
10 Algert Global LLC 0.16% 1,174,190 $13.9M
11 Private Capital Management, LLC 0.13% 124,555 $1.5M
12 Occudo Quantitative Strategies LP 0.13% 200,573 $2.4M
13 Y.D. More Investments Ltd 0.09% 254,500 $3.0M
14 MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 0.09% 6,156,876 $72.7M
15 EFG International AG 0.07% 344,458 $4.1M
16 Voleon Capital Management LP 0.07% 342,120 $4.0M
17 Empowered Funds, LLC 0.05% 873,125 $10.3M
18 EntryPoint Capital, LLC 0.05% 17,178 $75K
19 Alyeska Investment Group, L.P. 0.05% 1,642,331 $19.4M
20 Allspring Global Investments Holdings, LLC 0.05% 2,692,878 $29.7M
21 Cornerstone Investment Partners, LLC 0.05% 114,163 $1.3M
22 Dark Forest Capital Management LP 0.04% 55,185 $652K
23 Silvercrest Asset Management Group LLC 0.04% 509,469 $6.0M
24 Polymer Capital Management (US) LLC 0.03% 18,531 $219K
25 Gilder Gagnon Howe & Co LLC 0.03% 216,872 $2.6M
Investor Ownership
History 		% of Portfolio Prev % Rank Conviction Avg Buy Price 13F Score™ 3Y / 7Y Sell Timing Shares Mkt Value Change Change % Source Quarter Filed

Frequently Asked Questions — Custom Truck One Source Inc (CTOS)

What does the Smart Money Trend signal show for CTOS?

Buying streak — 4 quarters in a row: For 4 consecutive quarters, more hedge funds added CTOS than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.

What is the institutional breadth score for CTOS?

Slight buying edge — 58% buying: Last quarter: 112 funds bought or added vs 81 that reduced or exited. It's nearly a 50/50 split — some institutions are convinced, others are taking profits. This mixed picture is normal near price highs.

What is the fund quality score for CTOS holders?

Smaller funds dominant — 16% AUM from top-100: 47 of 183 holders rank in the top 100 by AUM, but together hold only 16% of total institutional value. The stock is held primarily by smaller and mid-sized funds.

How long have hedge funds held CTOS?

41% of holders stayed for 2+ years: 75 out of 184 hedge funds have held CTOS for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.

Where does this institutional ownership data come from?

All holdings data is sourced from SEC Form 13F filings, which institutional investment managers with over $100 million in assets are required to submit quarterly. Data is parsed directly from SEC EDGAR.

Disclaimer: The information on this page is for informational purposes only and does not constitute investment advice, a recommendation, or an offer to buy or sell any security. Institutional holdings data is sourced from SEC Form 13F filings and reflects positions as of the filing date. Past performance of any fund or portfolio is not indicative of future results. 13Foresight is not a registered investment adviser. Always conduct your own due diligence before making investment decisions.

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