CTOS Hedge Fund Ownership (Q1 2026)

Q: Is it too late to buy Custom Truck One Source Inc (CTOS) following the 2026 Q2 hedge fund 13F filings?

As of today, CTOS has moved -0.4% since the 2026 Q2 13F filing date (August 14, 2026), compared to -0.8% for the XLI sector ETF — an outperformance of +0.4%. Since the quarter end (June 30, 2026), CTOS gained -11.2% vs -0.1% 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.

Custom Truck One Source Inc (CTOS)

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

Smart Money Signals — CTOS

Based on 168 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

168 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 — +22% more funds vs a year ago

fund count last 6Q

+30 new funds entered over the past year (+22% 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: 18 → 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

73 out of 168 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.

📈

Growing discovery — still being found

33 → 18 → 29 → 28 → 42 new funds/Q

New funds entering each quarter: 18 → 29 → 28 → 42. A growing number of institutions are discovering CTOS each quarter. The narrative is still spreading — leaving room for ongoing capital accumulation.

🏛️

Veteran-anchored — 53% veterans vs 34% newcomers

■ 53% veterans ■ 13% 1-2yr ■ 34% new

Entry-cohort mix of 168 holders: 89 (53%) are 2+ year veterans, 22 entered 1–2 years ago, and 57 (34%) joined within the past year. A veteran-weighted cap table skews toward institutional memory over fresh momentum.

📋

Smaller funds dominant — 11% AUM from top-100

11% from top-100 AUM funds

46 of 168 holders rank in the top 100 by AUM, but together hold only 11% 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.

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

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

+13

Increased Positions

-3

Closed Positions

+11

Reduced Positions

Total Calls

Total Puts

PUT/CALL Ratio

0.0

Bullish

Institutional Holders (2026 Q2)

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:

2026 Q2 filings are still coming in. Only funds that have filed so far are shown — top holders may not have reported yet. Full 13F data typically settles by ~50 days after quarter-end.

FILTER:All New Added To Reduced No Change | Overweight >5%

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	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 — 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 — 11% AUM from top-100: 46 of 168 holders rank in the top 100 by AUM, but together hold only 11% 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: 73 out of 168 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 Q2 hedge fund 13F filings?

As of today, CTOS has moved -0.4% since the 2026 Q2 13F filing date (August 14, 2026), compared to -0.8% for the XLI sector ETF — an outperformance of +0.4%. Since the quarter end (June 30, 2026), CTOS has gained -11.2% vs -0.1% 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.

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Custom Truck One Source Inc (CTOS)

Smart Money Signals — CTOS

Buying streak — 3 quarters in a row

At the ownership peak (100% of max)

Fast accumulation — +22% more funds vs a year ago

Slight buying edge — 56% buying

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

43% of holders stayed for 2+ years

Growing discovery — still being found

Veteran-anchored — 53% veterans vs 34% newcomers

Smaller funds dominant — 11% AUM from top-100

Institutional Sentiment Summary — CTOS

Hedge Fund Ownership: CTOS

Market Analysis: CTOS

Analyst Price Targets

Analyst Recommendations

Stock Performance

Company Profile: CTOS

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

Hedge Fund Positioning: CTOS

Statistics: CTOS

Valuation Measures Data as of: --

Financial Highlights

Institutional Holders (2026 Q2)

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

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