Who owns Custom Truck One Source (CTOS)
Which tracked institutional funds hold CTOS, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See CTOS company fundamentals →
Ownership as of the 2026-Q2 13F filings (latest filed 2026-09-22). 13F is disclosed up to 45 days after quarter-end, so the most recent quarter fills in over the following weeks.
How the tape is positioned
The tracked-fund tape on CTOS is one-sided between 2026-Q1 and 2026-Q2: 76 added or opened and 10 trimmed or exited — on balance accumulating.
A prompt to read the filings, not a verdict. 13F is a quarter-end snapshot disclosed up to 45 days late; a fund adds or exits for mandate, benchmark, and timing reasons that have nothing to do with a view on the stock. This is a starting question, not a signal to trade.
Conviction spread
CTOS’s largest tracked holder by dollar value, Platinum Equity Advisors, LLC/DE, sizes it at 20.7% of its own reported 13F book, while the median holder sizes it at 0.0% of theirs — a 20.7pp conviction gap — its largest holder concentrates the name more heavily than the typical one.
Book-share is each fund’s reported value in CTOS divided by its whole reported 13F book, so it is comparable across funds of different sizes and is unaffected by stock splits. A higher share means a fund has committed more of its book to the name — a starting question about conviction, not a verdict or a signal to trade.
Institutional & insider positioning
Between 2026-Q1 and 2026-Q2, across 177 tracked filers holding CTOS, 108 increased or opened the position and 82 reduced or closed it; over the same quarter, there were no open-market insider Form 4s.
This fuses two public signals for the same quarter — how tracked institutions changed their positions and whether insiders bought or sold in the open market. It describes what was filed; it is a starting question, not a verdict or a signal to trade.
New buyers & exits
Funds opening or closing a position in CTOS between the 2026-Q1 and 2026-Q2 13F filings, and the largest changes among funds holding it in both. New buyers and exits are counted on fund presence (split-invariant); adds and trims are measured on reported value.
New buyers 10
- Walleye Capital LLC$5M
- FEDERATED HERMES, INC.$3M
- Y.D. More Investments Ltd$3M
- OCCUDO QUANTITATIVE STRATEGIES LP$2M
- NORGES BANK$2M
- Tidal Investments LLC$987K
Full exits 6
- JANE STREET GROUP, LLC$4M
- HRT FINANCIAL LP$3M
- MILLENNIUM MANAGEMENT LLC$2M
- Trexquant Investment LP$1M
- GSA CAPITAL PARTNERS LLP$612K
- ARISTEIA CAPITAL, L.L.C.$549K
Largest adds
- Platinum Equity Advisors, LLC/DE$821M
- DIMENSIONAL FUND ADVISORS LP$36M
- MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.$35M
- BlackRock, Inc.$26M
- Canvas Wealth Advisors, LLC$25M
- ARROWSTREET CAPITAL, LIMITED PARTNERSHIP$19M
Largest trims
- CITADEL ADVISORS LLC$2M
- TUDOR INVESTMENT CORP ET AL$1M
- Private Capital Management, LLC$681K
- SAPIENT CAPITAL LLC$462K
Institutional holders
One row per tracked fund, most shares held first (every row is from one quarter; reported value breaks ties). “% of value” is the fund’s share of this security’s tracked institutional value — not of shares outstanding.
| Fund | Shares | Reported value | % of value | Quarter |
|---|---|---|---|---|
| Platinum Equity Advisors, LLC/DE | 156,743,635 | $1.9B | 70.9% | 2026-Q2 |
| DIMENSIONAL FUND ADVISORS LP added | 6,172,555 | $73M | 2.8% | 2026-Q2 |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. added | 6,156,876 | $73M | 2.8% | 2026-Q2 |
| Canvas Wealth Advisors, LLC trimmed | 5,982,649 | $71M | 2.7% | 2026-Q2 |
| BlackRock, Inc. added | 4,574,024 | $54M | 2.1% | 2026-Q2 |
| Allspring Global Investments Holdings, LLC trimmed | 2,692,878 | $30M | 1.1% | 2026-Q2 |
| VANGUARD CAPITAL MANAGEMENT LLC added | 2,578,410 | $30M | 1.2% | 2026-Q2 |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP added | 2,202,031 | $26M | 1.0% | 2026-Q2 |
| GOLDMAN SACHS GROUP INC added | 1,877,617 | $22M | 0.8% | 2026-Q2 |
| GEODE CAPITAL MANAGEMENT, LLC added | 1,727,646 | $20M | 0.8% | 2026-Q2 |
| Alyeska Investment Group, L.P. trimmed | 1,642,331 | $19M | 0.7% | 2026-Q2 |
| Boston Partners trimmed | 1,625,092 | $19M | 0.7% | 2026-Q2 |
| JPMORGAN CHASE & CO added | 1,587,319 | $19M | 0.7% | 2026-Q2 |
| STATE STREET CORP added | 1,518,554 | $18M | 0.7% | 2026-Q2 |
| FIRST TRUST ADVISORS LP added | 1,510,931 | $18M | 0.7% | 2026-Q2 |
| MORGAN STANLEY added | 1,258,227 | $15M | 0.6% | 2026-Q2 |
| BANK OF AMERICA CORP /DE/ trimmed | 1,193,457 | $14M | 0.5% | 2026-Q2 |
| ALGERT GLOBAL LLC added | 1,174,190 | $14M | 0.5% | 2026-Q2 |
| Clearbridge Investments, LLC trimmed | 1,006,418 | $12M | 0.5% | 2026-Q2 |
| VANGUARD PORTFOLIO MANAGEMENT LLC added | 954,705 | $11M | 0.4% | 2026-Q2 |
| BRIDGEWAY CAPITAL MANAGEMENT, LLC added | 908,125 | $11M | 0.4% | 2026-Q2 |
| MACKENZIE FINANCIAL CORP added | 885,956 | $10M | 0.4% | 2026-Q2 |
| Empowered Funds, LLC added | 873,125 | $10M | 0.4% | 2026-Q2 |
| First Eagle Investment Management, LLC added | 861,753 | $10M | 0.4% | 2026-Q2 |
| AQR CAPITAL MANAGEMENT LLC added | 753,989 | $9M | 0.3% | 2026-Q2 |
| HEARTLAND ADVISORS INC trimmed | 700,000 | $8M | 0.3% | 2026-Q2 |
| INTRINSIC EDGE CAPITAL MANAGEMENT LLC trimmed | 685,622 | $8M | 0.3% | 2026-Q2 |
| D. E. Shaw & Co., Inc. added | 623,637 | $7M | 0.3% | 2026-Q2 |
| NORTHERN TRUST CORP added | 607,658 | $7M | 0.3% | 2026-Q2 |
| Russell Investments Group, Ltd. trimmed | 529,692 | $6M | 0.2% | 2026-Q2 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC trimmed | 515,084 | $6M | 0.2% | 2026-Q2 |
| SILVERCREST ASSET MANAGEMENT GROUP LLC added | 509,469 | $6M | 0.2% | 2026-Q2 |
| Walleye Capital LLC added | 463,475 | $5M | 0.2% | 2026-Q2 |
| Sendero Wealth Management, LLC added | 457,766 | $5M | 0.2% | 2026-Q2 |
| HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC trimmed | 439,840 | $5M | 0.2% | 2026-Q2 |
| VANGUARD FIDUCIARY TRUST CO added | 431,711 | $5M | 0.2% | 2026-Q2 |
| CITIGROUP INC added | 412,085 | $5M | 0.2% | 2026-Q2 |
| Invesco Ltd. added | 354,702 | $4M | 0.2% | 2026-Q2 |
| EFG International AG trimmed | 344,458 | $4M | 0.2% | 2026-Q2 |
| Voleon Capital Management LP added | 342,120 | $4M | 0.2% | 2026-Q2 |
| BNP PARIBAS FINANCIAL MARKETS added | 321,210 | $4M | 0.1% | 2026-Q2 |
| FEDERATED HERMES, INC. trimmed | 296,020 | $3M | 0.1% | 2026-Q2 |
| Y.D. More Investments Ltd new | 254,500 | $3M | 0.1% | 2026-Q2 |
| GILDER GAGNON HOWE & CO LLC trimmed | 216,872 | $3M | 0.1% | 2026-Q2 |
| SEI INVESTMENTS CO trimmed | 215,771 | $3M | 0.1% | 2026-Q2 |
| OCCUDO QUANTITATIVE STRATEGIES LP new | 200,573 | $2M | 0.1% | 2026-Q2 |
| Mariner, LLC added | 190,057 | $2M | 0.1% | 2026-Q2 |
| Point72 Asset Management, L.P. trimmed | 179,100 | $2M | 0.1% | 2026-Q2 |
| Register Financial Advisors LLC trimmed | 170,200 | $2M | 0.1% | 2026-Q2 |
| Bank of New York Mellon Corp trimmed | 155,990 | $2M | 0.1% | 2026-Q2 |
| Nuveen, LLC added | 152,072 | $2M | 0.1% | 2026-Q2 |
| UBS Group AG added | 150,891 | $2M | 0.1% | 2026-Q2 |
| NORGES BANK new | 134,400 | $2M | 0.1% | 2026-Q2 |
| AMERICAN CENTURY COMPANIES INC added | 131,663 | $2M | 0.1% | 2026-Q2 |
| Swiss National Bank trimmed | 125,100 | $1M | 0.1% | 2026-Q2 |
| Private Capital Management, LLC trimmed | 124,555 | $1M | 0.1% | 2026-Q2 |
| FMR LLC added | 117,428 | $1M | 0.1% | 2026-Q2 |
| Cornerstone Investment Partners, LLC added | 114,163 | $1M | 0.1% | 2026-Q2 |
| EntryPoint Capital, LLC trimmed | 108,253 | $1M | 0.0% | 2026-Q2 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC trimmed | 104,449 | $1M | 0.0% | 2026-Q2 |
| ALLIANCEBERNSTEIN L.P. added | 101,970 | $670K | 0.0% | 2026-Q2 |
| SANDLER CAPITAL MANAGEMENT trimmed | 87,077 | $1M | 0.0% | 2026-Q2 |
| VARCOV Co. added | 86,733 | $1M | 0.0% | 2026-Q2 |
| Tidal Investments LLC new | 83,602 | $987K | 0.0% | 2026-Q2 |
| RHUMBLINE ADVISERS added | 74,455 | $879K | 0.0% | 2026-Q2 |
| XTX Topco Ltd added | 73,285 | $865K | 0.0% | 2026-Q2 |
| WELLS FARGO & COMPANY/MN added | 71,661 | $846K | 0.0% | 2026-Q2 |
| LAZARD ASSET MANAGEMENT LLC added | 70,060 | $827K | 0.0% | 2026-Q2 |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM added | 67,897 | $802K | 0.0% | 2026-Q2 |
| VIRGINIA RETIREMENT SYSTEMS ET Al added | 66,987 | $791K | 0.0% | 2026-Q2 |
| STRS OHIO trimmed | 66,400 | $784K | 0.0% | 2026-Q2 |
| CANADA PENSION PLAN INVESTMENT BOARD trimmed | 62,800 | $742K | 0.0% | 2026-Q2 |
| LPL Financial LLC trimmed | 61,935 | $731K | 0.0% | 2026-Q2 |
| DEUTSCHE BANK AG\ added | 60,771 | $718K | 0.0% | 2026-Q2 |
| ZACKS INVESTMENT MANAGEMENT added | 58,249 | $688K | 0.0% | 2026-Q2 |
| DARK FOREST CAPITAL MANAGEMENT LP new | 55,185 | $652K | 0.0% | 2026-Q2 |
| Legal & General Group Plc added | 55,144 | $651K | 0.0% | 2026-Q2 |
| BALYASNY ASSET MANAGEMENT L.P. trimmed | 52,960 | $625K | 0.0% | 2026-Q2 |
| BARCLAYS PLC added | 51,294 | $606K | 0.0% | 2026-Q2 |
| PRICE T ROWE ASSOCIATES INC /MD/ added | 50,999 | $603K | 0.0% | 2026-Q2 |
| Pine Valley Investments Ltd Liability Co trimmed | 49,500 | $585K | 0.0% | 2026-Q2 |
| Brevan Howard Capital Management LP trimmed | 49,017 | $579K | 0.0% | 2026-Q2 |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 46,937 | $554K | 0.0% | 2026-Q2 |
| Schonfeld Strategic Advisors LLC new | 45,360 | $536K | 0.0% | 2026-Q2 |
| AMERIPRISE FINANCIAL INC added | 42,917 | $507K | 0.0% | 2026-Q2 |
| Cetera Investment Advisers added | 41,408 | $489K | 0.0% | 2026-Q2 |
| IEQ CAPITAL, LLC trimmed | 38,698 | $457K | 0.0% | 2026-Q2 |
| Vanguard Global Advisers, LLC added | 38,303 | $452K | 0.0% | 2026-Q2 |
| MetLife Investment Management, LLC added | 36,059 | $426K | 0.0% | 2026-Q2 |
| Hillsdale Investment Management Inc. new | 35,870 | $424K | 0.0% | 2026-Q2 |
| VANGUARD ASSET MANAGEMENT, Ltd trimmed | 35,867 | $424K | 0.0% | 2026-Q2 |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE trimmed | 33,542 | $396K | 0.0% | 2026-Q2 |
| SAPIENT CAPITAL LLC trimmed | 31,940 | $377K | 0.0% | 2026-Q2 |
| Creative Planning added | 29,951 | $354K | 0.0% | 2026-Q2 |
| PRUDENTIAL FINANCIAL INC new | 29,935 | $354K | 0.0% | 2026-Q2 |
| Jupiter Topco LLC new | 28,800 | $340K | 0.0% | 2026-Q2 |
| TUDOR INVESTMENT CORP ET AL trimmed | 28,729 | $339K | 0.0% | 2026-Q2 |
| MERCER GLOBAL ADVISORS INC /ADV added | 25,663 | $303K | 0.0% | 2026-Q2 |
| Quantinno Capital Management LP added | 23,941 | $283K | 0.0% | 2026-Q2 |
| CITADEL ADVISORS LLC trimmed | 23,304 | $275K | 0.0% | 2026-Q2 |
Ownership over time
Tracked institutional holder count and total shares held by filing quarter (independent scales). The curated-era tail and any mid-ingest latest quarter are handled honestly — a partial quarter is not drawn as a collapse.
Reading this table
Funds hold the same stock for different reasons — an index fund “holds” almost everything, an active manager sizes a name to a mandate and a benchmark, and each fund entered at its own price and time. Because 13F is filed up to 45 days after quarter-end, every row is a backward-looking snapshot; a manager may have traded since. Share-class siblings (a company’s A and C shares) are rolled up to one line so a dual-class name is never double-counted. Compare like-for-like. A large holder is not an endorsement, and a fund exiting is not a warning — this is a starting question, not a verdict.
About 13F filings
A Form 13F is a quarterly disclosure that institutional investment managers with over $100 million in US-listed equities must file with the SEC. In plain English: it is a snapshot of the long stock positions a fund held at the end of a quarter. It covers long US-listed equities only — not short positions, options, cash, or private holdings — and the funds shown are the large sample we track, not the complete 13F universe.