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CTOS · Custom Truck One Source, Inc. · Holdings

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$10.77 +0.26 (+2.47%) Q3 2026 earnings call transcript
Russell 2000 member Rebalance outlook locked
Market Cap
$2.39B
Shares
227.17M
Volume · Oct 28 1.6M Avg daily vol (3M) 1.03M

Institutional ownership from SEC Form 13F filings. Investment managers with more than $100 million in U.S. equities must disclose their positions every quarter, within 45 days of quarter-end, so the holdings shown can lag the market by up to a quarter.

Use institutional holdings through the 13F API or MCP → See every holder of CTOS: 13F, 13D and 13G, insiders and funds →
The Sep 30, 2026 filing window is still open — showing the latest known positions. Funds that have not filed yet carry their prior-quarter positions; a fund that filed without this stock counts as sold out. Each fund's Change is measured against its own previous reported quarter, shown in the Reported column. Pick a completed quarter in the Quarter selector below to put every fund on one quarter and see the stock-wide activity breakdown.
Holders: 190
Total Value: $2,627,730,188
Total Shares: 222,725,035
Showing 1–100 of 191 holdings by value · page 1 of 2

Institutional Ownership Trend

27 quarters

Holder Concentration

Across 187 13F filers
Top Holder
70.4%
Sep 2023 → Jun 2026 · range 66.8% – 73.4%
of institutional value
Top 5
80.7%
Sep 2023 → Jun 2026 · range 80.7% – 86.2%
of institutional value
Top 10
85.7%
Sep 2023 → Jun 2026 · range 85.7% – 91.4%
of institutional value
HHI
4,995
Sep 2023 → Jun 2026 · range 4,566 – 5,430
Highly concentrated

Who Holds CTOS

Last 8 quarters through Sep 30, 2026 (filing window open)

Each kind of 13F filer's share of the common shares 13F filers report. Holder type comes from regulatory records, never the filer's name; style, turnover and horizon are measured from each filer's own 13F book. The quarter selector does not change this card.

Jun 30, 2026, the newest closed quarter: 186 filers, like-for-like change +1.6%; actively managed books +0.4%; index-like books +19.8%.

Holder type Share Filers Change
Registered adviser 87.4% 96 +0.3%
Exempt adviser 0.0% 2 -32.5%
Adviser 0.4% 6 +82.2%
Bank 2.6% 14 +23.7%
Insurer 0.0% 1 new
Broker-dealer 0.0% 2 -8.6%
Benefit plan 0.1% 3 -11.4%
Non-US 0.3% 8 +31.3%
Holding company 4.8% 8 +8.4%
Unknown 4.4% 46 +5.4%

The Sep 30, 2026 filing window is still open, so its bar carries the Jun 30, 2026 positions of filers that have not filed yet.

How the mix is measured

Shares are 13F common shares restated to today's split basis; options and principal amounts are left out. The change compares only filers with a 13F in both quarters and keeps each filer in its bucket of the later quarter on both sides; a filer that continues under a new CIK is compared through its successor. Holder type comes from each filer's current regulatory profile; client base and private funds come from the Form ADV roster current at each quarter end (rosters from December 2019, so an earlier quarter reads Unknown). Style, turnover, horizon and book size are measured from each filer's 13F book in the newest measured quarter, and Not measured means none was. Actively managed books are those measured systematic-like, concentrated or diversified active.

Excluded 2 holders with no observed 2026-03-31 13F and 2 holders with no observed 2026-06-30 13F. Compared across CIK changes: JANUS HENDERSON GROUP PLC continues as Jupiter Topco LLC.

Conviction and Crowding

186 13F filers, quarter ended Jun 30, 2026

Measured across every 13F filer's common-share book once the quarter's filing window closed. Crowding counts filers with high turnover or that advise private funds on Form ADV.

Conviction holders
2
1.08% of filers hold it in their top 10
Mar 31, 2026: 2
Holders above 5%
2
median weight 0.001%
Mar 31, 2026: 2
Crowding
82.2%
of shares outstanding, 100th percentile
Mar 31, 2026: 82.7%
Private-fund advisers
81.7%
of shares outstanding
Institutional ownership
97.8%
607.9% of the estimated free float above 100%: filers can report lent or client shares more than once
Top 10 holders
85.7%
of 13F shares, Herfindahl 0.500
Active holders
+0.4%
like-for-like share change of active filers
5% stakes on record
1
1 13D, 0 13G
How long holders have held it value-weighted 18.3 quarters
Under 1 year 4.98% 1 to 3 years 9.79% 3 years or more 85.2% Since coverage start 0.000%

Managers in the top fifth by current three-year FundScore alpha were net sellers of $259,831 (0 buying, 1 selling).

Estimated Holder Cost Basis

Quarter ended Jun 30, 2026, on that quarter's share basis

Estimated, never filed: each 13F buy is costed at its quarter's average traded price and each sale keeps the average cost, so this is what holders paid on average if they traded evenly through each quarter.

Estimated avg cost
$8.91
estimated per share
Mar 31, 2026: $8.80
Quarter-end price
$11.81
implied by 13F values
Estimated gain or loss
+32.5%
price against the estimated cost
Estimated at a loss
0.000%
of costed 13F value

Estimated cost covers 93.9% of the 13F shares; positions already held when a filer's 13F history starts, or bought in a quarter without a trusted average price, have no estimate.

Shared Holders

Companies CTOS's active holders also own, quarter ended Jun 30, 2026
# Company Shared holders
1 KN Knowles Corp 3
2 CRL Charles River Laboratories International, Inc. 3
3 PLXS Plexus Corp 3
4 ECG Everus Construction Group, Inc. 3
5 TLN Talen Energy Corp 3
6 CRS Carpenter Technology Corp 3
7 COHR Coherent Corp. 3
8 TER Teradyne, Inc 3
9 SNOW Snowflake Inc. 3
10 TSM Taiwan Semiconductor Manufacturing Co Ltd 7

Shareholder Targets

13F filers that own its peers but not CTOS, quarter ended Jun 30, 2026

Found through its holder-overlap peers: KN, CRL, PLXS, ECG, TLN, CRS, COHR, TER, SNOW, TSM, MELI, AMZN, KLAC, DELL, TRV, AMAT, MRVL, AVGO, APH, GOOGL. 6,929 filers in all.

# Filer In peers
1 Capital Research Global Investors Adviser, Diversified active $146,443,665,943 11 held
2 Capital World Investors Adviser, Diversified active $141,073,207,732 13 held
3 Capital International Investors Adviser, Diversified active $95,633,722,222 12 held
4 WELLINGTON MANAGEMENT GROUP LLP Holding company, Diversified active $69,940,876,189 19 held
5 FRANKLIN RESOURCES INC Adviser, Diversified active $53,735,584,839 19 held
6 JENNISON ASSOCIATES LLC Registered adviser, Diversified active $39,731,242,201 13 held
7 Fisher Asset Management, LLC Adviser, Diversified active $38,954,948,033 15 held
8 MASSACHUSETTS FINANCIAL SERVICES CO /MA/ Registered adviser, Diversified active $38,825,453,331 18 held
9 Berkshire Hathaway Inc Insurer, Concentrated $37,764,088,381 1 held
10 Sanders Capital, LLC Registered adviser, Concentrated $35,547,741,264 5 held

Fund Ownership of CTOS by Fund Type

Registered funds' Form N-PORT reports for the quarter ended Jun 30, 2026

Index funds and index ETFs hold 6.62% of shares outstanding.

Fund type Of shares outstanding Shares
Index funds 0.90% 2,054,046
Index ETFs 5.72% 12,982,953
Active ETFs 1.48% 3,366,490
Active funds 3.41% 7,755,675
Unclassified 0.42% 950,971
All registered funds 11.93% 27,110,135
How fund types are measured

Each fund series counts once, with its latest Form N-PORT report dated inside the quarter; only long share positions count, restated to today's split basis. The fund type is the series' latest Form N-CEN answer on or before the quarter end (the index-fund box and the exchange-traded flag), never its name. Unclassified funds have no usable N-CEN; unit investment trusts are among them, so index ownership is a floor. Funds sit inside their advisers' 13F reports, so these shares overlap the 13F figures and are never added to them.

Holder type: Registered adviser 98 Exempt adviser 2 Adviser 6 Bank 14 Insurer 1 Broker-dealer 2 Benefit plan 3 Non-US 8 Holding company 8 Unknown 48
Showing 100 of 191
All Common Calls Puts
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Holder Value (USD) % of 13F Shares Open
Platinum Equity Advisors, LLC/DE $1,851,142,329 70.45% 156,743,635
DIMENSIONAL FUND ADVISORS LP $72,897,872 2.77% 6,172,555
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. $72,712,705 2.77% 6,156,876
Canvas Wealth Advisors, LLC $70,655,084 2.69% 5,982,649
BlackRock, Inc. $54,019,216 2.06% 4,574,024
Allspring Global Investments Holdings, LLC $31,802,888 1.21% 2,692,878
VANGUARD CAPITAL MANAGEMENT LLC $30,451,022 1.16% 2,578,410
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP $26,005,986 0.99% 2,202,031
GOLDMAN SACHS GROUP INC $22,174,656 0.84% 1,877,617
GEODE CAPITAL MANAGEMENT, LLC $20,403,498 0.78% 1,727,646
Alyeska Investment Group, L.P. $19,395,929 0.74% 1,642,331
Boston Partners $19,192,335 0.73% 1,625,092
JPMORGAN CHASE & CO $18,746,236 0.71% 1,587,319
STATE STREET CORP $17,934,122 0.68% 1,518,554
FIRST TRUST ADVISORS LP $17,844,095 0.68% 1,510,931
MORGAN STANLEY $14,859,657 0.57% 1,258,227
BANK OF AMERICA CORP /DE/ $14,094,725 0.54% 1,193,457
ALGERT GLOBAL LLC $13,867,183 0.53% 1,174,190
Clearbridge Investments, LLC $11,885,796 0.45% 1,006,418
VANGUARD PORTFOLIO MANAGEMENT LLC $11,275,066 0.43% 954,705
BRIDGEWAY CAPITAL MANAGEMENT, LLC $10,724,956 0.41% 908,125
MACKENZIE FINANCIAL CORP $10,463,140 0.40% 885,956
Empowered Funds, LLC $10,311,606 0.39% 873,125
First Eagle Investment Management, LLC $10,177,302 0.39% 861,753
AQR CAPITAL MANAGEMENT LLC $8,904,605 0.34% 753,989
HEARTLAND ADVISORS INC $8,267,000 0.31% 700,000
INTRINSIC EDGE CAPITAL MANAGEMENT LLC $8,097,195 0.31% 685,622
D. E. Shaw & Co., Inc. $7,365,152 0.28% 623,637
NORTHERN TRUST CORP $7,176,439 0.27% 607,658
Russell Investments Group, Ltd. $6,255,658 0.24% 529,692
CHARLES SCHWAB INVESTMENT MANAGEMENT INC $6,083,142 0.23% 515,084
SILVERCREST ASSET MANAGEMENT GROUP LLC $6,016,828 0.23% 509,469
Walleye Capital LLC $5,473,639 0.21% 463,475
HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC $5,194,510 0.20% 439,840
VANGUARD FIDUCIARY TRUST CO $5,098,506 0.19% 431,711
CITIGROUP INC $4,866,721 0.19% 412,085
Invesco Ltd. $4,189,029 0.16% 354,702
Sendero Wealth Management, LLC $4,170,248 0.16% 457,766
EFG International AG $4,068,048 0.15% 344,458
Voleon Capital Management LP $4,040,437 0.15% 342,120
BNP PARIBAS ARBITRAGE, SA $3,793,490 0.14% 321,210
FEDERATED HERMES, INC. $3,495,996 0.13% 296,020
HRT FINANCIAL LP $3,007,428 0.11% 254,651
Y.D. More Investments Ltd $3,005,645 0.11% 254,500
GILDER GAGNON HOWE & CO LLC $2,561,258 0.10% 216,872
SEI INVESTMENTS CO $2,548,255 0.10% 215,771
OCCUDO QUANTITATIVE STRATEGIES LP $2,368,767 0.09% 200,573
Mariner, LLC $2,244,573 0.09% 190,057
Point72 Asset Management, L.P. $2,115,171 0.08% 179,100
Bank of New York Mellon Corp $1,842,239 0.07% 155,990
Nuveen, LLC $1,795,970 0.07% 152,072
UBS Group AG $1,782,021 0.07% 150,891
NORGES BANK $1,587,264 0.06% 134,400
AMERICAN CENTURY COMPANIES INC $1,554,940 0.06% 131,663
Register Financial Advisors LLC $1,550,522 0.06% 170,200
Swiss National Bank $1,477,431 0.06% 125,100
Private Capital Management, LLC $1,470,994 0.06% 124,555
FMR LLC $1,386,823 0.05% 117,428
Cornerstone Investment Partners, LLC $1,348,265 0.05% 114,163
ACADIAN ASSET MANAGEMENT LLC $1,293,643 0.05% 109,538
EntryPoint Capital, LLC $1,278,467 0.05% 108,253
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC $1,233,541 0.05% 104,449
ALLIANCEBERNSTEIN L.P. $1,204,265 0.05% 101,970
JANE STREET GROUP, LLC $1,130,217 0.04% 95,700
SANDLER CAPITAL MANAGEMENT $1,028,379 0.04% 87,077
VARCOV Co. $1,024,316 0.04% 86,733
Tidal Investments LLC $987,339 0.04% 83,602
RHUMBLINE ADVISERS $879,313 0.03% 74,455
XTX Topco Ltd $865,495 0.03% 73,285
WELLS FARGO & COMPANY/MN $846,316 0.03% 71,661
LAZARD ASSET MANAGEMENT LLC $827,408 0.03% 70,060
CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM $801,863 0.03% 67,897
VIRGINIA RETIREMENT SYSTEMS ET Al $791,116 0.03% 66,987
STRS OHIO $784,184 0.03% 66,400
CANADA PENSION PLAN INVESTMENT BOARD $741,668 0.03% 62,800
LPL Financial LLC $731,452 0.03% 61,935
DEUTSCHE BANK AG\ $717,704 0.03% 60,771
ZACKS INVESTMENT MANAGEMENT $687,920 0.03% 58,249
DARK FOREST CAPITAL MANAGEMENT LP $651,734 0.02% 55,185
Legal & General Group Plc $651,249 0.02% 55,144
Balyasny Asset Management L.P. $625,457 0.02% 52,960
BARCLAYS PLC $605,781 0.02% 51,294
PRICE T ROWE ASSOCIATES INC /MD/ $602,298 0.02% 50,999
Pine Valley Investments Ltd Liability Co $584,595 0.02% 49,500
Brevan Howard Capital Management LP $578,890 0.02% 49,017
Zurcher Kantonalbank (Zurich Cantonalbank) $554,325 0.02% 46,937
Schonfeld Strategic Advisors LLC $535,701 0.02% 45,360
SUSQUEHANNA INTERNATIONAL GROUP, LLP $518,459 0.02% 43,900
AMERIPRISE FINANCIAL INC $506,849 0.02% 42,917
Cetera Investment Advisers $489,028 0.02% 41,408
IEQ CAPITAL, LLC $457,023 0.02% 38,698
Vanguard Global Advisers, LLC $452,358 0.02% 38,303
GSA CAPITAL PARTNERS LLP $440,123 0.02% 37,267
MetLife Investment Management, LLC $425,856 0.02% 36,059
Hillsdale Investment Management Inc. $423,624 0.02% 35,870
VANGUARD ASSET MANAGEMENT, Ltd $423,589 0.02% 35,867
MANUFACTURERS LIFE INSURANCE COMPANY, THE $396,131 0.02% 33,542
Creative Planning $353,721 0.01% 29,951
PRUDENTIAL FINANCIAL INC $353,532 0.01% 29,935
Jupiter Topco LLC $340,128 0.01% 28,800

Showing the top 100 of 191 holders. Create a free account to see every holder, past quarters, search, filters and CSV export.

Key facts CIK 1709682 CUSIP 23204X103 13F (30d) 24 filings 24 filers Visit website Investor relations