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IFP Advisors, Inc

Position in CTOS — Custom Truck One Source, Inc.

CIK 1641866 TAMPA, FL

Position in CTOS

as of Jun 30, 2026 · filed Jul 20, 2026
Position Value
$9,849
+$7,438 QoQ
Shares Held
834
+127.2% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#152
of 184 holders
Holding Since
Dec 2024
7 quarters on record
Voting authority Sole 100% Shared 0% None 0%

Common Shares in CTOS Over Time

Shares Held

Position Value (USD)

Position in Rental & Leasing Services

Industrials · as of Jun 30, 2026

IFP Advisors, Inc holds $14,750,061 across 15 Rental & Leasing Services names. CTOS ranks #6 (0.1% of the industry book) .

# Ticker Company Shares Value (USD) Open
6 CTOS
Custom Truck One Source, Inc.
This page
834 $9,849

All Filings in CTOS

Export CSV
7 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $9,849 834
2026-03-31 $2,411 367
2025-12-31 $1,342 233
2025-09-30 $609 95
2025-06-30 $973 0
2025-03-31 $93 0
2024-12-31 $106 0