Creative Planning

Position in CTOS — Custom Truck One Source, Inc.

CIK 1540235 OVERLAND PARK, KS

Position in CTOS

as of Jun 30, 2026 · filed Aug 13, 2026 Compact

Position Value

$353,721

+$236,552 QoQ

Shares Held

29,951

+67.9% QoQ

Ownership

0.013%

of shares outstanding

% of Portfolio

0.00%

of 13F equity value

Holder Rank

#97

of 186 holders

Holding Since

Sep 2022

11 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Industrials · as of Jun 30, 2026

Creative Planning holds $81,130,645 across 15 Rental & Leasing Services names. CTOS ranks #15 (0.4% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	URI	United Rentals, Inc.	23,300	$26,396,336
2	PRG	PROG Holdings, Inc.	316,224	$14,739,200
3	R	Ryder System Inc	37,650	$9,930,940
4	AER	AerCap Holdings N.V.	47,894	$6,981,986
5	GATX	Gatx Corp	28,405	$5,033,081
6	SUNB	Sunbelt Rentals Holdings, Inc.	55,010	$4,115,297
7	HTZ	Hertz Global Holdings, Inc	1,038,333	$2,351,823
8	MGRC	Mcgrath Rentcorp	19,146	$2,317,239

11 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$353,721	29,951	+67.9%	Shares	Sole	2026-08-13
2026-03-31	$117,169	17,834	-2.2%	Shares	Sole	2026-05-12
2024-09-30	$62,910	18,235	-40.4%	Shares	Sole	2024-10-11
2024-06-30	$133,118	30,602	+57.2%	Shares	Sole	2024-08-15
2024-03-31	$113,263	19,461	+1.3%	Shares	Sole	2024-05-13
2023-12-31	$118,711	19,209	+40.0%	Shares	Sole	2024-02-14
2023-09-30	$85,070	13,721	-1.2%	Shares	Sole	2023-11-16
2023-06-30	$93,591	13,886	+0.3%	Shares	Sole	2023-07-21
2023-03-31	$94,007	13,845	+23.2%	Shares	Sole	2023-05-15
2022-12-31	$71,030	11,239	0.0%	Shares	Sole	2023-02-10
2022-09-30	$65,523	11,239	—	Shares	Sole	2022-11-03
No filing history on record for this holder in this stock.