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.
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).
| Fund | Shares | Reported value | % of value | Quarter |
|---|---|---|---|---|
| Platinum Equity Advisors, LLC/DE | 156,743,635 | $1.0B | 69.8% | 2026-Q1 |
| Canvas Wealth Advisors, LLC trimmed | 7,019,526 | $46M | 3.1% | 2026-Q1 |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. added | 5,674,918 | $37M | 2.5% | 2026-Q1 |
| DIMENSIONAL FUND ADVISORS LP added | 5,602,838 | $37M | 2.5% | 2026-Q1 |
| BlackRock, Inc. trimmed | 4,252,972 | $28M | 1.9% | 2026-Q1 |
| Allspring Global Investments Holdings, LLC trimmed | 3,914,133 | $26M | 1.8% | 2026-Q1 |
| Alyeska Investment Group, L.P. added | 2,825,820 | $19M | 1.3% | 2026-Q1 |
| VANGUARD CAPITAL MANAGEMENT LLC new | 2,525,744 | $17M | 1.1% | 2026-Q1 |
| Boston Partners trimmed | 2,016,406 | $13M | 0.9% | 2026-Q1 |
| STATE STREET CORP added | 1,486,051 | $10M | 0.7% | 2026-Q1 |
| GEODE CAPITAL MANAGEMENT, LLC added | 1,470,636 | $10M | 0.7% | 2026-Q1 |
| Clearbridge Investments, LLC trimmed | 1,403,965 | $9M | 0.6% | 2026-Q1 |
| FIRST TRUST ADVISORS LP added | 1,301,351 | $9M | 0.6% | 2026-Q1 |
| BANK OF AMERICA CORP /DE/ trimmed | 1,195,836 | $8M | 0.5% | 2026-Q1 |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP added | 1,056,550 | $7M | 0.5% | 2026-Q1 |
| HEARTLAND ADVISORS INC added | 1,000,000 | $7M | 0.4% | 2026-Q1 |
| MORGAN STANLEY added | 897,525 | $6M | 0.4% | 2026-Q1 |
| INTRINSIC EDGE CAPITAL MANAGEMENT LLC added | 879,622 | $6M | 0.4% | 2026-Q1 |
| BRIDGEWAY CAPITAL MANAGEMENT, LLC added | 845,115 | $6M | 0.4% | 2026-Q1 |
| Empowered Funds, LLC added | 810,115 | $5M | 0.4% | 2026-Q1 |
| First Eagle Investment Management, LLC trimmed | 765,822 | $5M | 0.3% | 2026-Q1 |
| JPMORGAN CHASE & CO added | 770,219 | $5M | 0.3% | 2026-Q1 |
| JANE STREET GROUP, LLC added | 660,534 | $4M | 0.3% | 2026-Q1 |
| AQR CAPITAL MANAGEMENT LLC added | 644,911 | $4M | 0.3% | 2026-Q1 |
| MACKENZIE FINANCIAL CORP new | 589,100 | $4M | 0.3% | 2026-Q1 |
| Russell Investments Group, Ltd. trimmed | 542,865 | $4M | 0.2% | 2026-Q1 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC added | 517,411 | $3M | 0.2% | 2026-Q1 |
| GOLDMAN SACHS GROUP INC added | 515,735 | $3M | 0.2% | 2026-Q1 |
| VANGUARD PORTFOLIO MANAGEMENT LLC new | 507,309 | $3M | 0.2% | 2026-Q1 |
| NORTHERN TRUST CORP added | 489,076 | $3M | 0.2% | 2026-Q1 |
| HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC new | 452,640 | $3M | 0.2% | 2026-Q1 |
| HRT FINANCIAL LP added | 411,892 | $3M | 0.2% | 2026-Q1 |
| VANGUARD FIDUCIARY TRUST CO new | 404,548 | $3M | 0.2% | 2026-Q1 |
| SILVERCREST ASSET MANAGEMENT GROUP LLC new | 394,416 | $3M | 0.2% | 2026-Q1 |
| Sendero Wealth Management, LLC | 390,797 | $3M | 0.2% | 2026-Q1 |
| CITIGROUP INC trimmed | 384,712 | $3M | 0.2% | 2026-Q1 |
| EFG International AG trimmed | 351,001 | $2M | 0.2% | 2026-Q1 |
| Private Capital Management, LLC | 327,500 | $2M | 0.1% | 2026-Q1 |
| CITADEL ADVISORS LLC added | 280,361 | $2M | 0.1% | 2026-Q1 |
| MILLENNIUM MANAGEMENT LLC trimmed | 257,825 | $2M | 0.1% | 2026-Q1 |
| Invesco Ltd. added | 244,105 | $2M | 0.1% | 2026-Q1 |
| Point72 Asset Management, L.P. trimmed | 242,189 | $2M | 0.1% | 2026-Q1 |
| TUDOR INVESTMENT CORP ET AL added | 228,518 | $2M | 0.1% | 2026-Q1 |
| SEI INVESTMENTS CO added | 227,568 | $1M | 0.1% | 2026-Q1 |
| Voleon Capital Management LP trimmed | 220,174 | $1M | 0.1% | 2026-Q1 |
| GILDER GAGNON HOWE & CO LLC trimmed | 217,877 | $1M | 0.1% | 2026-Q1 |
| ALGERT GLOBAL LLC added | 195,760 | $1M | 0.1% | 2026-Q1 |
| D. E. Shaw & Co., Inc. added | 182,785 | $1M | 0.1% | 2026-Q1 |
| Trexquant Investment LP trimmed | 179,371 | $1M | 0.1% | 2026-Q1 |
| Register Financial Advisors LLC trimmed | 171,200 | $1M | 0.1% | 2026-Q1 |
| Mariner, LLC added | 168,207 | $1M | 0.1% | 2026-Q1 |
| Bank of New York Mellon Corp trimmed | 156,242 | $1M | 0.1% | 2026-Q1 |
| Nuveen, LLC added | 149,991 | $985K | 0.1% | 2026-Q1 |
| EntryPoint Capital, LLC added | 147,177 | $967K | 0.1% | 2026-Q1 |
| BNP PARIBAS FINANCIAL MARKETS added | 144,895 | $952K | 0.1% | 2026-Q1 |
| Swiss National Bank | 134,100 | $881K | 0.1% | 2026-Q1 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC trimmed | 133,220 | $875K | 0.1% | 2026-Q1 |
| SAPIENT CAPITAL LLC | 127,760 | $839K | 0.1% | 2026-Q1 |
| SANDLER CAPITAL MANAGEMENT trimmed | 123,281 | $810K | 0.1% | 2026-Q1 |
| AMERICAN CENTURY COMPANIES INC added | 118,731 | $780K | 0.1% | 2026-Q1 |
| CANADA PENSION PLAN INVESTMENT BOARD added | 108,800 | $715K | 0.0% | 2026-Q1 |
| FMR LLC added | 106,262 | $698K | 0.0% | 2026-Q1 |
| GSA CAPITAL PARTNERS LLP added | 93,164 | $612K | 0.0% | 2026-Q1 |
| STRS OHIO trimmed | 92,200 | $606K | 0.0% | 2026-Q1 |
| Cornerstone Investment Partners, LLC added | 89,938 | $591K | 0.0% | 2026-Q1 |
| Brevan Howard Capital Management LP added | 87,013 | $572K | 0.0% | 2026-Q1 |
| ARISTEIA CAPITAL, L.L.C. added | 83,630 | $549K | 0.0% | 2026-Q1 |
| UBS Group AG trimmed | 82,252 | $540K | 0.0% | 2026-Q1 |
| RHUMBLINE ADVISERS trimmed | 71,635 | $471K | 0.0% | 2026-Q1 |
| VARCOV Co. new | 69,135 | $454K | 0.0% | 2026-Q1 |
| Biondo Investment Advisors, LLC trimmed | 69,000 | $453K | 0.0% | 2026-Q1 |
| LPL Financial LLC added | 67,811 | $446K | 0.0% | 2026-Q1 |
| ALLIANCEBERNSTEIN L.P. trimmed | 73,870 | $425K | 0.0% | 2026-Q1 |
| BALYASNY ASSET MANAGEMENT L.P. added | 64,009 | $421K | 0.0% | 2026-Q1 |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM trimmed | 61,514 | $404K | 0.0% | 2026-Q1 |
| Graham Capital Management, L.P. added | 59,931 | $394K | 0.0% | 2026-Q1 |
| Jump Financial, LLC trimmed | 56,242 | $370K | 0.0% | 2026-Q1 |
| IEQ CAPITAL, LLC new | 51,620 | $339K | 0.0% | 2026-Q1 |
| Legal & General Group Plc trimmed | 50,323 | $331K | 0.0% | 2026-Q1 |
| DEUTSCHE BANK AG\ added | 49,360 | $324K | 0.0% | 2026-Q1 |
| Numerai GP LLC new | 48,446 | $318K | 0.0% | 2026-Q1 |
| Zurcher Kantonalbank (Zurich Cantonalbank) added | 46,937 | $308K | 0.0% | 2026-Q1 |
| Squarepoint Ops LLC trimmed | 46,402 | $305K | 0.0% | 2026-Q1 |
| VANGUARD GROUP INC added | 3,466,621 | $20M | 1.4% | 2025-Q4 stale |
| Catawba River Capital added | 1,367,779 | $6M | 0.4% | 2025-Q1 stale |
| ACK Asset Management LLC trimmed | 800,136 | $5M | 0.3% | 2025-Q4 stale |
| Portolan Capital Management, LLC trimmed | 649,076 | $4M | 0.3% | 2025-Q3 stale |
| KENNEDY CAPITAL MANAGEMENT LLC added | 304,445 | $2M | 0.1% | 2025-Q3 stale |
| T. Rowe Price Investment Management, Inc. trimmed | 322,704 | $2M | 0.1% | 2025-Q4 stale |
| EFG Asset Management (North America) Corp. new | 274,670 | $2M | 0.1% | 2025-Q3 stale |
| TD Asset Management Inc added | 148,438 | $733K | 0.0% | 2025-Q2 stale |
| Walleye Capital LLC trimmed | 82,984 | $533K | 0.0% | 2025-Q3 stale |
| FULLER & THALER ASSET MANAGEMENT, INC. added | 110,500 | $466K | 0.0% | 2025-Q1 stale |
| Pine Valley Investments Ltd Liability Co | 68,000 | $392K | 0.0% | 2025-Q4 stale |
| VIRGINIA RETIREMENT SYSTEMS ET Al trimmed | 63,687 | $367K | 0.0% | 2025-Q4 stale |
| Verition Fund Management LLC trimmed | 62,996 | $363K | 0.0% | 2025-Q4 stale |
| Maven Securities LTD added | 85,673 | $362K | 0.0% | 2025-Q1 stale |
| ExodusPoint Capital Management, LP added | 55,498 | $320K | 0.0% | 2025-Q4 stale |
| Counterpoint Mutual Funds LLC new | 51,305 | $296K | 0.0% | 2025-Q4 stale |
| Point72 Asia (Singapore) Pte. Ltd. added | 43,336 | $278K | 0.0% | 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.
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.