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Institutional Ownership · SEC Form 13F

Who owns Custom Truck One Source, Inc. (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-Q1 13F filings. 13F is disclosed up to 45 days after quarter-end, so the most recent quarter fills in over the following weeks.

170
Institutional holders
219M
Shares held (tracked funds)
96.6%
Of shares outstanding

How the tape is positioned

The tracked-fund tape on CTOS is one-sided between 2025-Q4 and 2026-Q1: 46 added or opened and 14 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 11.6% of its own reported 13F book, while the median holder sizes it at 0.0% of theirs — a 11.6pp 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 2025-Q4 and 2026-Q1, across 170 tracked filers holding CTOS, 100 increased or opened the position and 76 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 2025-Q4 and 2026-Q1 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

  • VANGUARD CAPITAL MANAGEMENT LLC$17M
  • MACKENZIE FINANCIAL CORP$4M
  • VANGUARD PORTFOLIO MANAGEMENT LLC$3M
  • HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC$3M
  • HRT FINANCIAL LP$3M
  • VANGUARD FIDUCIARY TRUST CO$3M

Full exits 3

  • VANGUARD GROUP INC$20M
  • ACK Asset Management LLC$5M
  • T. Rowe Price Investment Management, Inc.$2M

Largest adds

  • Platinum Equity Advisors, LLC/DE$127M
  • DIMENSIONAL FUND ADVISORS LP$9M
  • MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.$6M
  • Canvas Wealth Advisors, LLC$6M
  • JPMORGAN CHASE & CO$5M
  • ARROWSTREET CAPITAL, LIMITED PARTNERSHIP$5M

Largest trims

  • M&T Bank Corp$88M
  • Boston Partners$9M
  • Russell Investments Group, Ltd.$2M
  • Squarepoint Ops LLC$1M
  • GILDER GAGNON HOWE & CO LLC$929K
  • BANK OF AMERICA CORP /DE/$669K

Institutional holders

One row per tracked fund, largest reported value first. “% of value” is the fund’s share of this security’s tracked institutional value — not of shares outstanding. Rows marked stale are from an earlier filing than the security’s latest quarter — that fund is absent from the newest snapshot (position exited, or reported under a different name).

FundSharesReported value% of valueQuarter
Platinum Equity Advisors, LLC/DE156,743,635$1.0B69.8%2026-Q1
Canvas Wealth Advisors, LLC trimmed7,019,526$46M3.1%2026-Q1
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. added5,674,918$37M2.5%2026-Q1
DIMENSIONAL FUND ADVISORS LP added5,602,838$37M2.5%2026-Q1
BlackRock, Inc. trimmed4,252,972$28M1.9%2026-Q1
Allspring Global Investments Holdings, LLC trimmed3,914,133$26M1.8%2026-Q1
Alyeska Investment Group, L.P. added2,825,820$19M1.3%2026-Q1
VANGUARD CAPITAL MANAGEMENT LLC new2,525,744$17M1.1%2026-Q1
Boston Partners trimmed2,016,406$13M0.9%2026-Q1
STATE STREET CORP added1,486,051$10M0.7%2026-Q1
GEODE CAPITAL MANAGEMENT, LLC added1,470,636$10M0.7%2026-Q1
Clearbridge Investments, LLC trimmed1,403,965$9M0.6%2026-Q1
FIRST TRUST ADVISORS LP added1,301,351$9M0.6%2026-Q1
BANK OF AMERICA CORP /DE/ trimmed1,195,836$8M0.5%2026-Q1
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP added1,056,550$7M0.5%2026-Q1
HEARTLAND ADVISORS INC added1,000,000$7M0.4%2026-Q1
MORGAN STANLEY added897,525$6M0.4%2026-Q1
INTRINSIC EDGE CAPITAL MANAGEMENT LLC added879,622$6M0.4%2026-Q1
BRIDGEWAY CAPITAL MANAGEMENT, LLC added845,115$6M0.4%2026-Q1
Empowered Funds, LLC added810,115$5M0.4%2026-Q1
First Eagle Investment Management, LLC trimmed765,822$5M0.3%2026-Q1
JPMORGAN CHASE & CO added770,219$5M0.3%2026-Q1
JANE STREET GROUP, LLC added660,534$4M0.3%2026-Q1
AQR CAPITAL MANAGEMENT LLC added644,911$4M0.3%2026-Q1
MACKENZIE FINANCIAL CORP new589,100$4M0.3%2026-Q1
Russell Investments Group, Ltd. trimmed542,865$4M0.2%2026-Q1
CHARLES SCHWAB INVESTMENT MANAGEMENT INC added517,411$3M0.2%2026-Q1
GOLDMAN SACHS GROUP INC added515,735$3M0.2%2026-Q1
VANGUARD PORTFOLIO MANAGEMENT LLC new507,309$3M0.2%2026-Q1
NORTHERN TRUST CORP added489,076$3M0.2%2026-Q1
HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC new452,640$3M0.2%2026-Q1
HRT FINANCIAL LP added411,892$3M0.2%2026-Q1
VANGUARD FIDUCIARY TRUST CO new404,548$3M0.2%2026-Q1
SILVERCREST ASSET MANAGEMENT GROUP LLC new394,416$3M0.2%2026-Q1
Sendero Wealth Management, LLC390,797$3M0.2%2026-Q1
CITIGROUP INC trimmed384,712$3M0.2%2026-Q1
EFG International AG trimmed351,001$2M0.2%2026-Q1
Private Capital Management, LLC327,500$2M0.1%2026-Q1
CITADEL ADVISORS LLC added280,361$2M0.1%2026-Q1
MILLENNIUM MANAGEMENT LLC trimmed257,825$2M0.1%2026-Q1
Invesco Ltd. added244,105$2M0.1%2026-Q1
Point72 Asset Management, L.P. trimmed242,189$2M0.1%2026-Q1
TUDOR INVESTMENT CORP ET AL added228,518$2M0.1%2026-Q1
SEI INVESTMENTS CO added227,568$1M0.1%2026-Q1
Voleon Capital Management LP trimmed220,174$1M0.1%2026-Q1
GILDER GAGNON HOWE & CO LLC trimmed217,877$1M0.1%2026-Q1
ALGERT GLOBAL LLC added195,760$1M0.1%2026-Q1
D. E. Shaw & Co., Inc. added182,785$1M0.1%2026-Q1
Trexquant Investment LP trimmed179,371$1M0.1%2026-Q1
Register Financial Advisors LLC trimmed171,200$1M0.1%2026-Q1
Mariner, LLC added168,207$1M0.1%2026-Q1
Bank of New York Mellon Corp trimmed156,242$1M0.1%2026-Q1
Nuveen, LLC added149,991$985K0.1%2026-Q1
EntryPoint Capital, LLC added147,177$967K0.1%2026-Q1
BNP PARIBAS FINANCIAL MARKETS added144,895$952K0.1%2026-Q1
Swiss National Bank134,100$881K0.1%2026-Q1
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC trimmed133,220$875K0.1%2026-Q1
SAPIENT CAPITAL LLC127,760$839K0.1%2026-Q1
SANDLER CAPITAL MANAGEMENT trimmed123,281$810K0.1%2026-Q1
AMERICAN CENTURY COMPANIES INC added118,731$780K0.1%2026-Q1
CANADA PENSION PLAN INVESTMENT BOARD added108,800$715K0.0%2026-Q1
FMR LLC added106,262$698K0.0%2026-Q1
GSA CAPITAL PARTNERS LLP added93,164$612K0.0%2026-Q1
STRS OHIO trimmed92,200$606K0.0%2026-Q1
Cornerstone Investment Partners, LLC added89,938$591K0.0%2026-Q1
Brevan Howard Capital Management LP added87,013$572K0.0%2026-Q1
ARISTEIA CAPITAL, L.L.C. added83,630$549K0.0%2026-Q1
UBS Group AG trimmed82,252$540K0.0%2026-Q1
RHUMBLINE ADVISERS trimmed71,635$471K0.0%2026-Q1
VARCOV Co. new69,135$454K0.0%2026-Q1
Biondo Investment Advisors, LLC trimmed69,000$453K0.0%2026-Q1
LPL Financial LLC added67,811$446K0.0%2026-Q1
ALLIANCEBERNSTEIN L.P. trimmed73,870$425K0.0%2026-Q1
BALYASNY ASSET MANAGEMENT L.P. added64,009$421K0.0%2026-Q1
CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM trimmed61,514$404K0.0%2026-Q1
Graham Capital Management, L.P. added59,931$394K0.0%2026-Q1
Jump Financial, LLC trimmed56,242$370K0.0%2026-Q1
IEQ CAPITAL, LLC new51,620$339K0.0%2026-Q1
Legal & General Group Plc trimmed50,323$331K0.0%2026-Q1
DEUTSCHE BANK AG\ added49,360$324K0.0%2026-Q1
Numerai GP LLC new48,446$318K0.0%2026-Q1
Zurcher Kantonalbank (Zurich Cantonalbank) added46,937$308K0.0%2026-Q1
Squarepoint Ops LLC trimmed46,402$305K0.0%2026-Q1
VANGUARD GROUP INC added3,466,621$20M1.4%2025-Q4 stale
Catawba River Capital added1,367,779$6M0.4%2025-Q1 stale
ACK Asset Management LLC trimmed800,136$5M0.3%2025-Q4 stale
Portolan Capital Management, LLC trimmed649,076$4M0.3%2025-Q3 stale
KENNEDY CAPITAL MANAGEMENT LLC added304,445$2M0.1%2025-Q3 stale
T. Rowe Price Investment Management, Inc. trimmed322,704$2M0.1%2025-Q4 stale
EFG Asset Management (North America) Corp. new274,670$2M0.1%2025-Q3 stale
TD Asset Management Inc added148,438$733K0.0%2025-Q2 stale
Walleye Capital LLC trimmed82,984$533K0.0%2025-Q3 stale
FULLER & THALER ASSET MANAGEMENT, INC. added110,500$466K0.0%2025-Q1 stale
Pine Valley Investments Ltd Liability Co68,000$392K0.0%2025-Q4 stale
VIRGINIA RETIREMENT SYSTEMS ET Al trimmed63,687$367K0.0%2025-Q4 stale
Verition Fund Management LLC trimmed62,996$363K0.0%2025-Q4 stale
Maven Securities LTD added85,673$362K0.0%2025-Q1 stale
ExodusPoint Capital Management, LP added55,498$320K0.0%2025-Q4 stale
Counterpoint Mutual Funds LLC new51,305$296K0.0%2025-Q4 stale
Point72 Asia (Singapore) Pte. Ltd. added43,336$278K0.0%2025-Q3 stale

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.

HoldersTotal shares

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.

Learn how to read institutional ownership