Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Custom Truck One Source Inc (CTOS)

166 + 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
↑ +14
Streak
3Q ▲
Buyers last Q
56%

Smart Money Signals — CTOS

Based on 167 hedge funds · latest filing: 2026 Q1 · updated quarterly

📈

Buying streak — 3 quarters in a row

last 6Q
For 3 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
167 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 — +21% more funds vs a year ago

fund count last 6Q
+29 new funds entered over the past year (+21% 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 — 56% buying

97 buying75 selling
Last quarter: 97 funds bought or added vs 75 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.
📈

More new buyers each quarter (+14 vs last Q)

new funds entering per quarter
Funds opening a new CTOS position: 17 → 29 → 28 → 42. A growing influx of new institutional buyers means the asset is still gathering momentum — the consensus hasn't fully saturated yet.
🔒

43% of holders stayed for 2+ years

■ 43% conviction (2yr+) ■ 28% medium ■ 29% new
72 out of 167 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.
🚀

Acceleration phase — new buyers rushing in

33 → 17 → 29 → 28 → 42 new funds/Q
New funds entering each quarter: 17 → 29 → 28 → 42. The pace of institutional discovery is accelerating sharply. This is the 'hot idea' phase — the thesis is being passed from fund to fund. You are not late — the accumulation wave is still building.
🏛️

Deep conviction — 53% of holders stayed 2+ years

■ 53% veterans ■ 13% 1-2yr ■ 34% new
Of 167 current holders: 88 (53%) have held for over 2 years without selling. These are not momentum buyers — they have lived through drawdowns and stayed. A large veteran base acts as a stabilizing force during selloffs.
📋

Smaller funds dominant — 9% AUM from top-100

9% from top-100 AUM funds
45 of 167 holders rank in the top 100 by AUM, but together hold only 9% of total institutional value. The stock is held primarily by smaller and mid-sized funds.
4.1
out of 10
Moderate Exit Risk
Exit risk score 4.1/10 — 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 Q1, 97 hedge funds were net buyers of CTOS (42 opened a new position, 55 added to an existing one), while 75 reduced or exited (47 trimmed, 28 sold completely) — a 56% buyer ratio, indicating a slight buying edge. This marks 3 consecutive quarters of net institutional buying — a persistent conviction signal. Net fund flow last quarter: +14 funds (more new holders than closures). Total institutional holders: 167.

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.

Is It Too Late to Buy Custom Truck One Source Inc (CTOS) Based on Hedge Fund 13F Filings?

Signal Freshness measures how much CTOS has moved relative to its sector benchmark (XLI) since the 2026 Q1 13F filing. A stock that has barely outrun its sector is still a relatively fresh entry point — the fund's thesis has not yet been priced in by the broader market.

Since Quarter End March 31, 2026 · 78d ago
CTOS
+61.5%
XLI
+10.5%

CTOS outperformed XLI by +51.0% since March 31, 2026.

Since 13F Filing Date May 15, 2026 · 33d ago
CTOS
+7.8%
XLI
+4.2%

Since the filing became public, CTOS outperformed XLI by +3.6% .

Interpretation: The stock is tracking its sector benchmark closely. The signal remains fresh and the entry point is still near the fund's implied reference. Learn more →

Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

17 top-rated funds 0 high-conviction
Consensus
5.5
/ 10
breadth
×
Elite
0.9
/ 10
conviction
Hedge Fund Positioning: CTOS
166 + Investors

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

Metric All 13F Filers (2026 Q1) Prior (2025 Q4) Change
Funds Holding 166 153 8.5%
13F Shares 218M 217M 0.39%
Total Value $1.43B $1.33B 7.26%
New Positions 41 28 +13
Increased Positions 55 58 -3
Closed Positions 28 17 +11
Reduced Positions 47 41 +6
Total Calls 0 0 -
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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Enterprise Value/EBITDA --
Beta (5Y Monthly) --
Short Ratio (Days to Cover) --
Short % of Float --

Financial Highlights

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Institutional Holders (2026 Q1)

166 + 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 Q1 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Platinum Equity Advisors, LLC/DE 11.60% 156,743,635 $1.03B
2 Canvas Wealth Advisors, LLC 7.84% 7,019,526 $46.1M
3 Intrinsic Edge Capital Management LLC 0.96% 879,622 $5.8M
4 Sandler Capital Management 0.42% 123,281 $810K
5 Register Financial Advisors LLC 0.42% 171,200 $1.1M
6 Heartland Advisors Inc 0.34% 1,000,000 $6.6M
7 Sendero Wealth Management, LLC 0.28% 390,797 $2.6M
8 EntryPoint Capital, LLC 0.28% 147,177 $967K
9 Private Capital Management, LLC 0.21% 327,500 $2.2M
10 VARCOV Co. 0.17% 69,135 $454K
11 9823 Capital, L.P. 0.14% 27,591 $181K
12 Bridgeway Capital Management, LLC 0.11% 845,115 $5.6M
13 R Squared Ltd 0.07% 18,894 $124K
14 Biondo Investment Advisors, LLC 0.06% 69,000 $453K
15 Alyeska Investment Group, L.P. 0.05% 2,825,820 $18.6M
16 MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 0.05% 5,674,918 $37.3M
17 EFG International AG 0.05% 351,001 $2.3M
18 Allspring Global Investments Holdings, LLC 0.04% 3,914,133 $25.9M
19 Fox Run Management, L.L.C. 0.04% 38,523 $243K
20 Prevail Innovative Wealth Advisors, LLC 0.04% 33,221 $218K
21 Empowered Funds, LLC 0.03% 810,115 $5.3M
22 Numerai GP LLC 0.03% 48,446 $318K
23 Voleon Capital Management LP 0.03% 220,174 $1.4M
24 Cornerstone Investment Partners, LLC 0.02% 89,938 $591K
25 Pine Valley Investments Ltd Liability Co 0.02% 68,000 $447K
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 — 3 quarters in a row: For 3 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 — 56% buying: Last quarter: 97 funds bought or added vs 75 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 — 9% AUM from top-100: 45 of 167 holders rank in the top 100 by AUM, but together hold only 9% of total institutional value. The stock is held primarily by smaller and mid-sized funds.

How long have hedge funds held CTOS?

43% of holders stayed for 2+ years: 72 out of 167 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.

Is it too late to buy Custom Truck One Source Inc (CTOS) following the 2026 Q1 hedge fund 13F filings?

As of today, CTOS has moved +7.8% since the 2026 Q1 13F filing date (May 15, 2026), compared to +4.2% for the XLI sector ETF — an outperformance of +3.6%. Since the quarter end (March 31, 2026), CTOS has gained +61.5% vs +10.5% for XLI. The stock is tracking its sector benchmark closely. The signal remains fresh and the entry point is still near the fund's implied reference.

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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