CUSTOM TRUCK ONE SOURCE INC (CTOS)
Institutional ownership reported to the SEC as of Q2 2026, across 24 quarters.
178
Reporting holders
$2.6B
Reported value
97.8%
Of shares outstanding
0.1%
Held as options
+14
Holder change
Institutions report 222,437,980 shares against 227,505,535 outstanding. Shares only - option lines are excluded, which is why this can be compared with the company at all. The count comes from the cover page of the company's own most recent report, so it is dated when that was filed rather than at quarter end. A figure this high can overstate: where an adviser and a sub-adviser both report the same shares, both are counted.
Options share is the part of reported value carried in derivative lines rather than shares. A high figure means institutions are expressing a view on this security without owning much of it.
Holders
| Filer | Value | Shares | Their book | Held | Change |
|---|---|---|---|---|---|
| Platinum Equity Advisors, LLC/DE | $1.9B | 156,743,635 | 20.66% | 21q | HELD |
| DIMENSIONAL FUND ADVISORS LP | $72.9M | 6,172,555 | 0.01% | 13q | +10.2%+$6.7M |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | $72.7M | 6,156,876 | 0.09% | 9q | +8.5%+$5.7M |
| Canvas Wealth Advisors, LLC | $70.7M | 5,982,649 | 9.86% | 18q | -14.8%-$12.2M |
| BlackRock, Inc. | $54.0M | 4,574,024 | 0.00% | 8q | +7.5%+$3.8M |
| VANGUARD CAPITAL MANAGEMENT LLC | $30.5M | 2,578,410 | 0.00% | 2q | +2.1%+$622.0K |
| Allspring Global Investments Holdings, LLC | $29.7M | 2,692,878 | 0.05% | 19q | -31.2%-$13.5M |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | $26.0M | 2,202,031 | 0.01% | 4q | +108.4%+$13.5M |
| GOLDMAN SACHS GROUP INC | $22.2M | 1,877,617 | 0.00% | 21q | +264.1%+$16.1M |
| GEODE CAPITAL MANAGEMENT, LLC | $20.4M | 1,727,646 | 0.00% | 21q | +17.5%+$3.0M |
| Alyeska Investment Group, L.P. | $19.4M | 1,642,331 | 0.05% | 21q | -41.9%-$14.0M |
| Boston Partners | $19.2M | 1,625,092 | 0.02% | 7q | -19.4%-$4.6M |
| JPMORGAN CHASE & CO | $19.0M | 1,587,319 | 0.00% | 21q | +106.1%+$9.8M |
| STATE STREET CORP | $17.9M | 1,518,554 | 0.00% | 21q | +2.2%+$383.9K |
| FIRST TRUST ADVISORS LP | $17.8M | 1,510,931 | 0.01% | 19q | +16.1%+$2.5M |
| MORGAN STANLEY | $14.9M | 1,258,227 | 0.00% | 21q | +40.2%+$4.3M |
| BANK OF AMERICA CORP /DE/ | $14.1M | 1,193,457 | 0.00% | 21q | HELD |
| ALGERT GLOBAL LLC | $13.9M | 1,174,190 | 0.16% | 2q | +199.9%+$9.2M |
| Clearbridge Investments, LLC | $11.9M | 1,006,418 | 0.01% | 21q | -28.3%-$4.7M |
| VANGUARD PORTFOLIO MANAGEMENT LLC | $11.3M | 954,705 | 0.00% | 2q | +88.2%+$5.3M |
| BRIDGEWAY CAPITAL MANAGEMENT, LLC | $10.7M | 908,125 | 0.19% | 5q | +7.5%+$744.1K |
| MACKENZIE FINANCIAL CORP | $10.5M | 885,956 | 0.01% | 2q | +50.4%+$3.5M |
| Empowered Funds, LLC | $10.3M | 873,125 | 0.05% | 5q | +7.8%+$744.1K |
| First Eagle Investment Management, LLC | $10.2M | 861,753 | 0.02% | 6q | +12.5%+$1.1M |
| AQR CAPITAL MANAGEMENT LLC | $8.9M | 753,989 | 0.00% | 6q | +15.9%+$1.2M |
| HEARTLAND ADVISORS INC | $8.3M | 700,000 | 0.37% | 10q | -30.0%-$3.5M |
| INTRINSIC EDGE CAPITAL MANAGEMENT LLC | $8.1M | 685,622 | 0.84% | 4q | -22.1%-$2.3M |
| D. E. Shaw & Co., Inc. | $7.4M | 623,637 | 0.00% | 2q | +241.2%+$5.2M |
| NORTHERN TRUST CORP | $7.2M | 607,658 | 0.00% | 21q | +24.2%+$1.4M |
| Russell Investments Group, Ltd. | $6.3M | 529,692 | 0.01% | 10q | -2.4%-$155.6K |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | $6.1M | 515,084 | 0.00% | 21q | HELD |
| Sixth Street Partners Management Company, L.P. | $6.1M | 515,084 | 0.00% | new | NEW |
| SILVERCREST ASSET MANAGEMENT GROUP LLC | $6.0M | 509,469 | 0.04% | 2q | +29.2%+$1.4M |
| Walleye Capital LLC | $5.5M | 463,475 | 0.02% | new | NEW |
| Sendero Wealth Management, LLC | $5.4M | 457,766 | 0.54% | 13q | +17.1%+$790.9K |
| HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC | $5.2M | 439,840 | 0.02% | 2q | -2.8%-$151.2K |
| VANGUARD FIDUCIARY TRUST CO | $5.1M | 431,711 | 0.00% | 2q | +6.7%+$320.8K |
| CITIGROUP INC | $4.9M | 412,085 | 0.00% | 21q | +7.1%+$323.3K |
| Invesco Ltd. | $4.2M | 354,702 | 0.00% | 21q | +45.3%+$1.3M |
| EFG International AG | $4.1M | 344,458 | 0.07% | 3q | -1.9%-$77.2K |
| Voleon Capital Management LP | $4.0M | 342,120 | 0.07% | 4q | +55.4%+$1.4M |
| BNP PARIBAS FINANCIAL MARKETS | $3.8M | 321,210 | 0.00% | 7q | +121.7%+$2.1M |
| FEDERATED HERMES, INC. | $3.5M | 296,020 | 0.01% | new | NEW |
| Y.D. More Investments Ltd | $3.0M | 254,500 | 0.09% | new | NEW |
| GILDER GAGNON HOWE & CO LLC | $2.6M | 216,872 | 0.03% | 21q | HELD |
| SEI INVESTMENTS CO | $2.5M | 215,771 | 0.00% | 21q | -5.2%-$139.3K |
| OCCUDO QUANTITATIVE STRATEGIES LP | $2.4M | 200,573 | 0.13% | new | NEW |
| Mariner, LLC | $2.2M | 190,057 | 0.00% | 16q | +13.0%+$258.0K |
| Point72 Asset Management, L.P. | $2.1M | 179,100 | 0.00% | 6q | -26.0%-$745.1K |
| Register Financial Advisors LLC | $2.0M | 170,200 | 0.62% | 13q | -0.6%-$11.8K |
| Bank of New York Mellon Corp | $1.8M | 155,990 | 0.00% | 21q | HELD |
| Nuveen, LLC | $1.8M | 152,072 | 0.00% | 6q | +1.4%+$24.6K |
| UBS Group AG | $1.8M | 150,891 | 0.00% | 19q | +83.4%+$810.6K |
| NORGES BANK | $1.6M | 134,400 | 0.00% | new | NEW |
| AMERICAN CENTURY COMPANIES INC | $1.6M | 131,663 | 0.00% | 5q | +10.9%+$152.7K |
| Swiss National Bank | $1.5M | 125,100 | 0.00% | 13q | -6.7%-$106.3K |
| Private Capital Management, LLC | $1.5M | 124,555 | 0.13% | 4q | -62.0%-$2.4M |
| FMR LLC | $1.4M | 117,428 | 0.00% | 21q | +10.5%+$131.9K |
| Cornerstone Investment Partners, LLC | $1.3M | 114,163 | 0.05% | 5q | +26.9%+$286.1K |
| EntryPoint Capital, LLC | $1.3M | 108,253 | 0.31% | 3q | -26.4%-$459.7K |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | $1.2M | 104,449 | 0.00% | 12q | -21.6%-$339.8K |
| JANE STREET GROUP, LLC | $1.1M | options only | 0.00% | 5q | OPTIONS |
| SANDLER CAPITAL MANAGEMENT | $1.0M | 87,077 | 0.51% | 4q | -29.4%-$427.6K |
| VARCOV Co. | $1.0M | 86,733 | 0.39% | 2q | +25.5%+$207.8K |
| Tidal Investments LLC | $987.3K | 83,602 | 0.00% | new | NEW |
| SIMPLEX TRADING, LLC | $947.2K | options only | 0.00% | new | OPTIONS |
| RHUMBLINE ADVISERS | $879.3K | 74,455 | 0.00% | 21q | +3.9%+$33.3K |
| XTX Topco Ltd | $865.5K | 73,285 | 0.01% | new | NEW |
| WELLS FARGO & COMPANY/MN | $846.3K | 71,661 | 0.00% | 21q | -9.0%-$83.9K |
| LAZARD ASSET MANAGEMENT LLC | $827.4K | 70,060 | 0.00% | 2q | +267.7%+$602.4K |
| STRS OHIO | $784.2K | 66,400 | 0.00% | 4q | -28.0%-$304.7K |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | $766.8K | 21,026 | 0.00% | 16q | -30.9%-$343.0K |
| SAPIENT CAPITAL LLC | $754.4K | 63,880 | 0.00% | 4q | -50.0%-$754.4K |
| CANADA PENSION PLAN INVESTMENT BOARD | $741.7K | 62,800 | 0.00% | 3q | -42.3%-$543.3K |
| LPL Financial LLC | $731.4K | 61,935 | 0.00% | 17q | -8.7%-$69.4K |
| DEUTSCHE BANK AG\ | $717.7K | 60,771 | 0.00% | 21q | +23.1%+$134.8K |
| ZACKS INVESTMENT MANAGEMENT | $687.9K | 58,249 | 0.00% | new | NEW |
| ALLIANCEBERNSTEIN L.P. | $669.9K | 101,970 | 0.00% | 18q | +38.0%+$184.6K |
| DARK FOREST CAPITAL MANAGEMENT LP | $651.7K | 55,185 | 0.04% | new | NEW |
| Legal & General Group Plc | $651.3K | 55,144 | 0.00% | 21q | +9.6%+$56.9K |
| Balyasny Asset Management L.P. | $625.5K | 52,960 | 0.00% | 3q | -17.3%-$130.5K |
| MERCER GLOBAL ADVISORS INC /ADV | $606.2K | 51,326 | 0.00% | 2q | +148.5%+$362.2K |
| BARCLAYS PLC | $605.8K | 51,294 | 0.00% | 18q | +352.9%+$472.0K |
| Pine Valley Investments Ltd Liability Co | $584.6K | 49,500 | 0.02% | 13q | -27.2%-$218.5K |
| Brevan Howard Capital Management LP | $578.9K | 49,017 | 0.00% | 3q | -43.7%-$448.7K |
| Zurcher Kantonalbank (Zurich Cantonalbank) | $554.3K | 46,937 | 0.00% | 13q | HELD |
| Schonfeld Strategic Advisors LLC | $535.7K | 45,360 | 0.00% | new | NEW |
| AMERIPRISE FINANCIAL INC | $506.9K | 42,917 | 0.00% | 2q | -49.1%-$489.0K |
| Cetera Investment Advisers | $489.0K | 41,408 | 0.00% | 10q | +6.1%+$28.1K |
| IEQ CAPITAL, LLC | $457.0K | 38,698 | 0.00% | 2q | -25.0%-$152.6K |
| Vanguard Global Advisers, LLC | $452.4K | 38,303 | 0.00% | 2q | +70.4%+$187.0K |
| MetLife Investment Management, LLC | $425.9K | 36,059 | 0.00% | 20q | +12.0%+$45.5K |
| Hillsdale Investment Management Inc. | $423.6K | 35,870 | 0.01% | new | NEW |
| VANGUARD ASSET MANAGEMENT, Ltd | $423.6K | 35,867 | 0.00% | 2q | -1.6%-$6.9K |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | $396.1K | 33,542 | 0.00% | 20q | -2.2%-$8.9K |
| Creative Planning | $353.7K | 29,951 | 0.00% | 2q | +67.9%+$143.1K |
| PRUDENTIAL FINANCIAL INC | $353.5K | 29,935 | 0.00% | new | NEW |
| Jupiter Topco LLC | $340.0K | 28,800 | 0.00% | new | FIRST |
| TUDOR INVESTMENT CORP ET AL | $339.3K | 28,729 | 0.00% | 2q | -87.4%-$2.4M |
| Quantinno Capital Management LP | $282.7K | 23,941 | 0.00% | 6q | +22.0%+$50.9K |
Showing the largest 100 of 187 reported holders.
Quarter by quarter
Coverage begins with the quarter ending 2018-12-31. Earlier filings exist only as occasional late amendments, too sparse to describe a market, so they are not shown.
| Quarter | Holders | Value | Shares | New | Added | Trimmed | Options |
|---|---|---|---|---|---|---|---|
| Q2 2026 | 178 | $2.6B | 222,437,980 | 33 | 70 | 52 | 0.1% |
| Q1 2026 | 164 | $1.4B | 218,501,918 | 36 | 55 | 43 | 0.0% |
| Q4 2025 | 148 | $1.2B | 215,795,516 | 24 | 52 | 37 | 0.0% |
| Q3 2025 | 139 | $1.4B | 212,782,567 | 29 | 50 | 24 | 0.0% |
| Q2 2025 | 124 | $1.0B | 208,420,114 | 19 | 55 | 27 | 0.0% |
| Q1 2025 | 132 | $864.8M | 205,350,961 | 28 | 42 | 35 | 0.0% |
| Q4 2024 | 119 | $1.0B | 214,432,702 | 16 | 32 | 41 | 0.0% |
| Q3 2024 | 110 | $747.2M | 216,322,215 | 16 | 32 | 35 | 0.0% |
| Q2 2024 | 106 | $954.4M | 218,550,667 | 20 | 40 | 25 | 0.2% |
| Q1 2024 | 110 | $1.2B | 214,061,920 | 18 | 35 | 37 | 0.0% |
| Q4 2023 | 105 | $1.3B | 215,602,386 | 11 | 38 | 31 | 0.2% |
| Q3 2023 | 100 | $1.4B | 221,263,278 | 8 | 37 | 33 | 0.0% |
| Q2 2023 | 96 | $1.5B | 225,234,273 | 18 | 29 | 29 | 0.2% |
| Q1 2023 | 85 | $1.6B | 234,448,858 | 13 | 20 | 30 | 0.0% |
| Q4 2022 | 71 | $1.4B | 225,724,121 | 6 | 18 | 23 | 0.0% |
| Q3 2022 | 85 | $1.3B | 229,393,004 | 13 | 35 | 20 | 0.0% |
| Q2 2022 | 85 | $1.3B | 229,626,416 | 18 | 28 | 26 | 0.0% |
| Q1 2022 | 81 | $1.9B | 227,938,087 | 10 | 33 | 28 | 0.0% |
| Q4 2021 | 87 | $1.8B | 223,698,044 | 20 | 34 | 22 | 0.1% |
| Q3 2021 | 73 | $2.0B | 217,996,757 | 12 | 37 | 13 | 0.0% |
| Q2 2021 | 73 | $2.0B | 212,947,338 | 74 | 0 | 0 | 0.1% |
| Q1 2021 | 2 | $718.0K | 76,819 | 1 | 0 | 0 | 0.0% |
| Q4 2020 | 1 | $1.0K | 154 | 0 | 0 | 0 | 0.0% |
| Q2 2020 | 1 | $986.0K | 103,585 | 0 | 0 | 0 | 0.0% |