Position in CTOS
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$731,452
+$285,934 QoQ
Shares Held
61,935
-8.7% QoQ
Ownership
0.027%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#75
of 186 holders
Holding Since
Dec 2020
22 quarters on record
Voting authority
Sole 91%
Shared 0%
None 9%
Common Shares in CTOS Over Time
Shares Held
Position Value (USD)
Position in Rental & Leasing Services
Industrials · as of Jun 30, 2026LPL Financial LLC holds $211,728,301 across 15 Rental & Leasing Services names. CTOS ranks #11 (0.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | URI |
United Rentals, Inc.
|
157,092 | $177,967,955 | |
| 2 | AER |
AerCap Holdings N.V.
|
78,715 | $11,475,072 | |
| 3 | R |
Ryder System Inc
|
27,863 | $7,349,423 | |
| 4 | GATX |
Gatx Corp
|
13,497 | $2,391,533 | |
| 5 | UHAL |
U-Haul Holding Co /NV/
|
38,360 | $2,282,621 | |
| 6 | HRI |
Herc Holdings Inc
|
15,371 | $2,203,279 | |
| 7 | SUNB |
Sunbelt Rentals Holdings, Inc.
|
27,837 | $2,082,485 | |
| 8 | CAR |
Avis Budget Group, Inc.
|
9,693 | $1,432,916 |
All Filings in CTOS
Export CSV
20 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $731,452 | 61,935 | Shares | Sole | 2026-08-07 | |
| 2026-03-31 | $445,518 | 67,811 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $377,544 | 65,546 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $391,144 | 60,926 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $281,407 | 56,965 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $217,600 | 51,564 | Shares | Sole | 2025-05-07 | |
| 2024-12-31 | $225,598 | 46,902 | Shares | Sole | 2025-02-11 | |
| 2024-09-30 | $165,775 | 48,051 | Shares | Sole | 2024-11-08 | |
| 2024-06-30 | $206,546 | 47,482 | Shares | Sole | 2024-08-07 | |
| 2024-03-31 | $270,519 | 46,481 | Shares | Sole | 2024-05-10 | |
| 2023-12-31 | $280,287 | 45,354 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $280,767 | 45,285 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $321,302 | 47,671 | Shares | Sole | 2023-07-31 | |
| 2023-03-31 | $329,912 | 48,588 | Shares | Sole | 2023-05-10 | |
| 2022-12-31 | $313,225 | 49,561 | Shares | Sole | 2023-02-07 | |
| 2022-09-30 | $312,831 | 53,659 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $274,338 | 48,989 | Shares | Sole | 2022-08-12 | |
| 2021-12-31 | $358,944 | 44,868 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $426,847 | 45,750 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $413,605 | 43,446 | Shares | Sole | 2021-08-13 | |
| No filing history on record for this holder in this stock. | ||||||