172 tracked 13F filers disclose a position in CTOS as of the latest SEC 13F filings, a combined $2.3B in reported value. Holders and values reflect the 13F filers Arkolith currently tracks, not the entire institutional universe. Counts and totals are a floor, not the full institutional ownership.
| # | Fund | Position value | Shares | Last move | As of | History |
|---|---|---|---|---|---|---|
| 1 | Platinum Equity Advisors, LLC/DE | $1.9B | 156.7M | —Held | Q2 2026 | |
| 2 | Canvas Wealth Advisors, LLC | $70.7M | 6.0M | ▼−15% Reduced · −1.0M sh | Q2 2026 | |
| 3 | MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | $37.3M | 5.7M | ▲+4.3% Added · +232K sh | Q1 2026 | |
| 4 | DIMENSIONAL FUND ADVISORS LP | $36.8M | 5.6M | ▲+15% Added · +742K sh | Q1 2026 | |
| 5 | BlackRock, Inc. | $27.9M | 4.3M | ▼−1.4% Reduced · −60K sh | Q1 2026 | |
| 6 | Alyeska Investment Group, L.P. | $18.6M | 2.8M | ▲+13% Added · +326K sh | Q1 2026 | |
| 7 | Allspring Global Investments Holdings, LLC | $29.7M | 2.7M | ▼−31% Reduced · −1.2M sh | Q2 2026 | |
| 8 | VANGUARD CAPITAL MANAGEMENT LLC | $16.6M | 2.5M | →First observed position No prior filed position | Q1 2026 | |
| 9 | Boston Partners | $13.2M | 2.0M | ▼−47% Reduced · −1.8M sh | Q1 2026 | |
| 10 | GEODE CAPITAL MANAGEMENT, LLC | $20.4M | 1.7M | ▲+17% Added · +257K sh | Q2 2026 | |
| 11 | STATE STREET CORP | $17.9M | 1.5M | ▲+2.2% Added · +33K sh | Q2 2026 | |
| 12 | Clearbridge Investments, LLC | $9.2M | 1.4M | ▼−2.8% Reduced · −41K sh | Q1 2026 | |
| 13 | FIRST TRUST ADVISORS LP | $8.5M | 1.3M | ▲+6.4% Added · +78K sh | Q1 2026 | |
| 14 | BANK OF AMERICA CORP /DE/ | $7.9M | 1.2M | ▼−19% Reduced · −284K sh | Q1 2026 | |
| 15 | ALGERT GLOBAL LLC | $13.9M | 1.2M | ▲+500% Added · +978K sh | Q2 2026 | |
| 16 | ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | $6.9M | 1.1M | ▲+155% Added · +642K sh | Q1 2026 | |
| 17 | MORGAN STANLEY | $5.9M | 898K | ▲+26% Added · +183K sh | Q1 2026 | |
| 18 | First Eagle Investment Management, LLC | $10.2M | 862K | ▲+13% Added · +96K sh | Q2 2026 | |
| 19 | BRIDGEWAY CAPITAL MANAGEMENT, LLC | $5.6M | 845K | ▲+9.4% Added · +73K sh | Q1 2026 | |
| 20 | Empowered Funds, LLC | $5.3M | 810K | ▲+9.9% Added · +73K sh | Q1 2026 | |
| 21 | JPMORGAN CHASE & CO | $4.9M | 770K | ▲30× Added · +745K sh | Q1 2026 | |
| 22 | HEARTLAND ADVISORS INC | $8.3M | 700K | ▼−30% Reduced · −300K sh | Q2 2026 | |
| 23 | Intrinsic Edge Capital Management LLC | $8.1M | 686K | ▼−22% Reduced · −194K sh | Q2 2026 | |
| 24 | JANE STREET GROUP, LLC | $4.3M | 661K | ▲+91% Added · +316K sh | Q1 2026 | |
| 25 | AQR CAPITAL MANAGEMENT LLC | $4.3M | 651K | ▲+285% Added · +482K sh | Q1 2026 |
Holders and values reflect the 13F filers Arkolith currently tracks, not the entire institutional universe. Counts and totals are a floor, not the full institutional ownership.
Last quarter, 13 funds opened a new position in CTOS and 18 added to an existing one, while 20 reduced and 0 exited entirely — based on 13F filings from active, signal-eligible managers (passive index funds and other mechanical holders are excluded from this count).
| Company | Co-held by | Combined value |
|---|---|---|
| MICROSOFT CORPMSFT | 78 funds | $164.6B |
| AMAZON.COM INCAMZN | 77 funds | $120.5B |
| ALPHABET INC-CL AGOOGL | 76 funds | $91.2B |
| NVIDIA CORPNVDA | 75 funds | $241.2B |
| ELI LILLY & COLLY | 75 funds | $47.5B |
| META PLATFORMS INC-CLASS AMETA | 74 funds | $71.5B |
| VISA INC-CLASS A SHARESV | 74 funds | $38.3B |
| JPMORGAN CHASE & COJPM | 74 funds | $37.1B |
| MICRON TECHNOLOGY INCMU | 74 funds | $25.4B |
| UNITEDHEALTH GROUP INCUNH | 74 funds | $19.0B |
| GENERAL DYNAMICS CORPGD | 74 funds | $4.6B |
| ALPHABET INC-CL CGOOG | 73 funds | $84.5B |
Ranked by how many of CTOS's institutional holders also hold each name, a cross-fund conviction signal.
| Date | Insider | Role | Action | Shares | Value |
|---|---|---|---|---|---|
| Jan 30, 2025 | Gores Tom | 10% Owner | Buy (P) | 8.1M | $32.6M |
| Jan 30, 2025 | Platinum Equity InvestCo, L.P. | 10% Owner | Buy (P) | 8.1M | $32.6M |
| Sep 5, 2024 | NESCO Holdings GP, LLC | 10% Owner | Sell (S) | 2.4M | $8.1M |
| Sep 5, 2024 | ENERGY CAPITAL PARTNERS III-D, LP | 10% Owner | Sell (S) | 2.4M | $8.1M |
| Aug 27, 2024 | Energy Capital Partners Management, LP | Director | Sell (S) | 19K | $78K |
| Aug 7, 2024 | Ross Joe P. | President - Sales | Buy (P) | 84K | $335K |
| Aug 6, 2024 | Rich Thomas R. | President - Rentals | Buy (P) | 26K | $101K |
| Jun 14, 2024 | Heinberg Marshall | Director | Buy (P) | 10K | $43K |
| May 8, 2024 | NELSON GEORGIA R | Director | Buy (P) | 12K | $49K |
| May 8, 2024 | McMonagle Ryan | Chief Executive Officer, Director | Buy (P) | 10K | $40K |
| May 7, 2024 | Heinberg Marshall | Director | Buy (P) | 40K | $163K |
| May 7, 2024 | Eperjesy Christopher J | Chief Financial Officer | Buy (P) | 20K | $78K |
Connected entities for CTOS
This stock page is the public Follow view. For one current, evidence-backed answer, use capital_change_brief through REST or MCP. It compares tracked 13F changes with qualifying Form 4 activity and cites the SEC evidence.
curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/stocks/CTOS/capital-change-brief"
Use Arkolith's capital_change_brief for CTOS. Tell me what changed, whether insider activity corroborates it, and cite the SEC evidence.
13F holdings + Form 4 insider transactions + end-of-day price history + the live filing stream, joined for CTOS. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.