Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

CUSTOM TRUCK ONE SOURCE INC (CTOS)

145 + 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
↑ +11
Streak
2Q ▲
Buyers last Q
59%

Smart Money Signals — CTOS

Based on 145 hedge funds · latest filing: 2025 Q4 · updated quarterly

📈

Buying streak — 2 quarters in a row

last 6Q
For 2 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
145 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 — +27% more funds vs a year ago

fund count last 6Q
+31 new funds entered over the past year (+27% 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 — 59% buying

81 buying56 selling
Last quarter: 81 funds bought or added vs 56 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 — ~28 new funds per quarter

new funds entering per quarter
Funds opening this position for the first time: 30 → 15 → 29 → 28. A stable flow of new institutional buyers suggests ongoing interest without signs of either acceleration or slowdown.
🔒

46% of holders stayed for 2+ years

■ 46% conviction (2yr+) ■ 29% medium ■ 26% new
66 out of 145 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

14 → 30 → 15 → 29 → 28 new funds/Q
New funds entering each quarter: 30 → 15 → 29 → 28. A growing number of institutions are discovering CTOS each quarter. The narrative is still spreading — leaving room for ongoing capital accumulation.
🏛️

Deep conviction — 54% of holders stayed 2+ years

■ 54% veterans ■ 17% 1-2yr ■ 29% new
Of 145 current holders: 78 (54%) 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 — 8% AUM from top-100

8% from top-100 AUM funds
29 of 145 holders rank in the top 100 by AUM, but together hold only 8% of total institutional value. The stock is held primarily by smaller and mid-sized funds.
4.0
out of 10
Moderate Exit Risk
Exit risk score 4.0/10 — 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 2025 Q4, 81 hedge funds were net buyers of CTOS (28 opened a new position, 53 added to an existing one), while 56 reduced or exited (39 trimmed, 17 sold completely) — a 59% buyer ratio, indicating a slight buying edge. Net buying has persisted for two consecutive quarters, a positive momentum signal. Net fund flow last quarter: +11 funds (more new holders than closures). Total institutional holders: 145.

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

Industrials Rental & Leasing Services

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

Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

28 top-rated funds 1 high-conviction
Consensus
6.3
/ 10
breadth
×
Elite
1.3
/ 10
conviction
Hedge Fund Positioning: CTOS
2026 Q1 Stats Unlock in 7 days 145 + Investors

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

Metric All 13F Filers (2025 Q4) Prior (2025 Q3) Change
Funds Holding 145 134 8.21%
13F Shares 216M 215M 0.5%
Total Value $1.24B $1.38B -9.88%
New Positions 28 29 -1
Increased Positions 53 52 +1
Closed Positions 17 11 +6
Reduced Positions 39 26 +13
Total Calls 0 1 -100.0%
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

Profitability
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Institutional Holders (2026 Q1)

145 + investors

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

Top 25 institutional holders of CTOS — 2025 Q4 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Canvas Wealth Advisors, LLC 7.84% 7,019,526 $46.1M
2 Register Financial Advisors LLC 0.42% 171,200 $1.1M
3 HEARTLAND ADVISORS INC 0.34% 1,000,000 $6.6M
4 Sendero Wealth Management, LLC 0.28% 390,797 $2.6M
5 STONERIDGE INVESTMENT PARTNERS LLC 0.13% 27,359 —
6 R Squared Ltd 0.07% 18,894 $124K
7 Allspring Global Investments Holdings, LLC 0.04% 3,914,133 $25.9M
8 FOX RUN MANAGEMENT, L.L.C. 0.04% 38,523 $243K
9 GSA CAPITAL PARTNERS LLP 0.04% 93,164 —
10 PREVAIL INNOVATIVE WEALTH ADVISORS, LLC 0.04% 33,221 $218K
11 Cornerstone Investment Partners, LLC 0.02% 89,938 $591K
12 Boston Partners 0.01% 2,016,406 $13.2M
13 SAPIENT CAPITAL LLC 0.01% 127,760 $839K
14 Clearbridge Investments, LLC 0.01% 1,403,965 $9.2M
15 MIRABELLA FINANCIAL SERVICES LLP 0.01% 12,905 $85K
16 First Eagle Investment Management, LLC 0.01% 765,822 $5.0M
17 FIRST TRUST ADVISORS LP 0.01% 1,301,351 $8.5M
18 MACKENZIE FINANCIAL CORP 0.00% 589,100 $3.9M
19 Russell Investments Group, Ltd. 0.00% 542,865 $3.6M
20 CWA Asset Management Group, LLC 0.00% 16,000 $105K
21 STRS OHIO 0.00% 92,200 $606K
22 WPG Advisers, LLC 0.00% 295 $2K
23 SEI INVESTMENTS CO 0.00% 227,568 $1.5M
24 INTECH INVESTMENT MANAGEMENT LLC 0.00% 21,241 $140K
25 Mariner, LLC 0.00% 168,207 $1.1M
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 — 2 quarters in a row: For 2 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 — 59% buying: Last quarter: 81 funds bought or added vs 56 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 — 8% AUM from top-100: 29 of 145 holders rank in the top 100 by AUM, but together hold only 8% of total institutional value. The stock is held primarily by smaller and mid-sized funds.

How long have hedge funds held CTOS?

46% of holders stayed for 2+ years: 66 out of 145 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.