CTOS · Custom Truck One Source, Inc. · Shareholders & Ownership

$10.77 +0.26 (+2.47%) At close · Oct 28 Q3 2026 earnings call transcript

Russell 2000 member Rebalance outlook locked

Market Cap

$2.39B

227.17M

Volume · Oct 28 1.6M Avg daily vol (3M) 1.03M

Every disclosed holder of CTOS in one list: 13F institutions, Schedule 13D and 13G filers, insiders (Forms 3, 4 and 5) and registered funds, each from its own latest filing. Holders nest by CIK and SEC reporting links, never by name, and each is summed once.

How the holder list picks a filing →

Who Owns CTOS

13F quarter Sep 30, 2026, combined view: filers that have not filed yet carry their Jun 30, 2026 positions

No chart: the summed disclosures exceed shares outstanding, so they are not parts of one whole.

Holder group	Holders	Shares	% Out	Summed
Institutional (13F)	191	222,738,529	98.05%	Yes
Insiders (Forms 3, 4, 5)	14	324,185,527	142.70%	Yes
13D/G-only blocks	0	0	0.00%	Yes
Remaining	—	319,750,708	-140.75%	Negative
Registered funds (N-PORT, not summed)	187	28,510,745	12.55%	No

Shares outstanding: 227,173,348, the issuer's latest cover-page count restated onto today's split basis.

Remaining is negative: the summed disclosures exceed shares outstanding, as when filings are dated at different times or holders that do not disclose their links count the same shares. It is flagged, not clipped.

13D/G-only counts each filer's latest 13D or 13G that no 13F report of the listing contains, that names no 13F filer and that no counted insider files. Funds are never summed: their shares sit inside their advisers' 13F reports.

Holders of CTOS

One row per holder Every filing By ultimate parent

All 13F Funds Insiders 13D/G Non-US

#	Holder	Shares	% Out	Change	As of	Notes
1	PE One Source Holdings, LLC Insider CIK 1855018 · Jan 30, 2025 10% Owner, issuer-wide	156,743,635	69.00%	+8,143,635	Jan 30, 2025	10% Owner, issuer-wide
2	Platinum Equity Advisors, LLC/DE 13F CIK 1803274 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	156,743,635	69.00%	0	Jun 30, 2026	carried, not yet filed for the newest quarter
3	PLATINUM EQUITY, LLC 13D CIK 1228754 · Unknown · Jan 30, 2025 not summed	156,743,635	69.00%	—	Jan 30, 2025	not summed
3.1	PLATINUM EQUITY LLC Insider CIK 1228754 · Jan 30, 2025 Director, issuer-wide	156,743,635	69.00%	+8,143,635	Jan 30, 2025	Director, issuer-wide
4	DIMENSIONAL FUND ADVISORS LP 13F CIK 354204 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	6,172,555	2.72%	+569,717	Jun 30, 2026	carried, not yet filed for the newest quarter
4.1	U.S. SMALL CAP VALUE PORTFOLIO Fund S000000987 · Registered fund · Jul 31, 2026 DFA INVESTMENT DIMENSIONS GROUP INC, not summed	1,026,196	0.45%	-17,640	Jul 31, 2026	DFA INVESTMENT DIMENSIONS GROUP INC, not summed
4.2	U.S. Targeted Value Portfolio Fund S000000970 · Registered fund · Jul 31, 2026 DFA INVESTMENT DIMENSIONS GROUP INC, not summed	861,292	0.38%	+214,068	Jul 31, 2026	DFA INVESTMENT DIMENSIONS GROUP INC, not summed
4.3	Dimensional U.S. Targeted Value ETF Fund S000070901 · Registered fund · Jul 31, 2026 Dimensional ETF Trust, not summed	816,535	0.36%	+76,136	Jul 31, 2026	Dimensional ETF Trust, not summed
4.4	Dimensional US Small Cap Value ETF Fund S000075151 · Registered fund · Jul 31, 2026 Dimensional ETF Trust, not summed	720,834	0.32%	-107,471	Jul 31, 2026	Dimensional ETF Trust, not summed
4.5	Dimensional U.S. Small Cap ETF Fund S000070906 · Registered fund · Jul 31, 2026 Dimensional ETF Trust, not summed	582,307	0.26%	+40,763	Jul 31, 2026	Dimensional ETF Trust, not summed
5	MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 13F CIK 1705339 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	6,156,876	2.71%	+481,958	Jun 30, 2026	carried, not yet filed for the newest quarter
5.1	Global X U.S. Infrastructure Development ETF Fund S000056509 · Registered fund · May 31, 2026 GLOBAL X FUNDS, not summed	5,631,800	2.48%	+358,271	May 31, 2026	GLOBAL X FUNDS, not summed
5.2	Global X Russell 2000 ETF Fund S000085029 · Registered fund · Jul 31, 2026 GLOBAL X FUNDS, not summed	29,262	0.01%	+2,744	Jul 31, 2026	GLOBAL X FUNDS, not summed
6	Canvas Wealth Advisors, LLC 13F CIK 1858782 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	5,982,649	2.63%	-1,036,877	Jun 30, 2026	carried, not yet filed for the newest quarter
7	EIN MARK Insider CIK 1246840 · Mar 31, 2026 Director, issuer-wide	5,166,178	2.27%	+26,859	Mar 31, 2026	Director, issuer-wide
7.1	EIN MARK 13D CIK 1246840 · Unknown · Oct 17, 2025 Item 4 purpose: Other not summed	5,159,319	2.27%	—	Oct 17, 2025	not summed
8	BlackRock, Inc. 13F CIK 2012383 · Holding company · Jun 30, 2026 carried, not yet filed for the newest quarter	4,574,024	2.01%	+321,052	Jun 30, 2026	carried, not yet filed for the newest quarter
8.1	iShares Russell 2000 ETF Fund S000004344 · Registered fund · Jun 30, 2026 iShares Trust, not summed	1,602,511	0.71%	+102,946	Jun 30, 2026	iShares Trust, not summed
8.2	iShares Russell 2000 Growth ETF Fund S000004343 · Registered fund · Jun 30, 2026 iShares Trust, not summed	485,972	0.21%	—	Jun 30, 2026	iShares Trust, not summed
8.3	iShares Core S&P Total U.S. Stock Market ETF Fund S000004317 · Registered fund · Jun 30, 2026 iShares Trust, not summed	125,024	0.06%	+2,992	Jun 30, 2026	iShares Trust, not summed
8.4	Master Small Cap Index Series Fund S000002716 · Registered fund · Jun 30, 2026 Quantitative Master Series LLC, not summed	114,576	0.05%	+10,141	Jun 30, 2026	Quantitative Master Series LLC, not summed
8.5	iShares Russell 2000 Value ETF Fund S000004342 · Registered fund · Jun 30, 2026 iShares Trust, not summed	82,521	0.04%	-442,535	Jun 30, 2026	iShares Trust, not summed
9	Allspring Global Investments Holdings, LLC 13F CIK 1890906 · Holding company · Jun 30, 2026 carried, not yet filed for the newest quarter	2,692,878	1.19%	-1,221,255	Jun 30, 2026	carried, not yet filed for the newest quarter
10	VANGUARD CAPITAL MANAGEMENT LLC 13F CIK 2100119 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	2,578,410	1.14%	+52,666	Jun 30, 2026	carried, not yet filed for the newest quarter
11	Ross Fredrick M. Jr. Insider CIK 1851369 · Apr 1, 2026 Director, issuer-wide	2,540,188	1.12%	+91,809	Apr 1, 2026	Director, issuer-wide
12	ARROWSTREET CAPITAL, LIMITED PARTNERSHIP 13F CIK 1164508 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	2,202,031	0.97%	+1,145,481	Jun 30, 2026	carried, not yet filed for the newest quarter
13	GOLDMAN SACHS GROUP INC 13F CIK 886982 · Holding company · Jun 30, 2026 carried, not yet filed for the newest quarter	1,877,617	0.83%	+1,361,882	Jun 30, 2026	carried, not yet filed for the newest quarter
13.1	Goldman Sachs Small Cap Value Insights Fund Fund S000014929 · Registered fund · Jul 31, 2026 Goldman Sachs Trust, not summed	439,148	0.19%	+218,993	Jul 31, 2026	Goldman Sachs Trust, not summed
13.2	Goldman Sachs Small Cap Equity Insights Fund Fund S000009329 · Registered fund · Jul 31, 2026 Goldman Sachs Trust, not summed	233,594	0.10%	+177,707	Jul 31, 2026	Goldman Sachs Trust, not summed
13.3	Goldman Sachs Small Cap Growth Insights Fund Fund S000014930 · Registered fund · Jul 31, 2026 Goldman Sachs Trust, not summed	92,371	0.04%	—	Jul 31, 2026	Goldman Sachs Trust, not summed
13.4	Goldman Sachs Variable Insurance Trust Small Cap Equity Insights Fund Fund S000009355 · Registered fund · Jun 30, 2026 Goldman Sachs Variable Insurance Trust, not summed	56,795	0.03%	—	Jun 30, 2026	Goldman Sachs Variable Insurance Trust, not summed
13.5	Goldman Sachs ActiveBeta(R) U.S. Small Cap Equity ETF Fund S000048296 · Registered fund · Aug 31, 2026 Goldman Sachs ETF Trust, not summed	23,974	0.01%	—	Aug 31, 2026	Goldman Sachs ETF Trust, not summed
14	VANGUARD TOTAL STOCK MARKET INDEX FUND Fund S000002848 · Registered fund · Jun 30, 2026 VANGUARD INDEX FUNDS, not summed	1,820,142	0.80%	+42,600	Jun 30, 2026	VANGUARD INDEX FUNDS, not summed
15	GEODE CAPITAL MANAGEMENT, LLC 13F CIK 1214717 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	1,727,646	0.76%	+257,010	Jun 30, 2026	carried, not yet filed for the newest quarter
16	Alyeska Investment Group, L.P. 13F CIK 1453072 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	1,642,331	0.72%	-1,183,489	Jun 30, 2026	carried, not yet filed for the newest quarter
17	Boston Partners 13F CIK 1386060 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	1,625,092	0.72%	-391,314	Jun 30, 2026	carried, not yet filed for the newest quarter
18	JPMORGAN CHASE & CO 13F CIK 19617 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	1,587,319	0.70%	+817,100	Jun 30, 2026	carried, not yet filed for the newest quarter
19	STATE STREET CORP 13F CIK 93751 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	1,518,554	0.67%	+32,503	Jun 30, 2026	carried, not yet filed for the newest quarter
19.1	STATE STREET SMALL/MID CAP EQUITY INDEX PORTFOLIO Fund S000050332 · Registered fund · Jun 30, 2026 STATE STREET INSTITUTIONAL INVESTMENT TRUST, not summed	23,500	0.01%	+1,600	Jun 30, 2026	STATE STREET INSTITUTIONAL INVESTMENT TRUST, not summed
19.2	State Street Total Return V.I.S. Fund Fund S000001637 · Registered fund · Jun 30, 2026 STATE STREET VARIABLE INSURANCE SERIES FUNDS INC, not summed	1,613	0.00%	+267	Jun 30, 2026	STATE STREET VARIABLE INSURANCE SERIES FUNDS INC, not summed
19.3	State Street Balanced Index Fund Fund S000082802 · Registered fund · Jun 30, 2026 STATE STREET INSTITUTIONAL INVESTMENT TRUST, not summed	593	0.00%	0	Jun 30, 2026	STATE STREET INSTITUTIONAL INVESTMENT TRUST, not summed
20	FIRST TRUST ADVISORS LP 13F CIK 1125816 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	1,510,931	0.67%	+209,580	Jun 30, 2026	carried, not yet filed for the newest quarter
20.1	First Trust Small Cap Growth AlphaDEX Fund Fund S000031806 · Registered fund · Jul 31, 2026 First Trust Exchange-Traded AlphaDEX Fund, not summed	743,056	0.33%	-144,235	Jul 31, 2026	First Trust Exchange-Traded AlphaDEX Fund, not summed
20.2	First Trust Small Cap Core AlphaDEX Fund Fund S000017339 · Registered fund · Jul 31, 2026 First Trust Exchange-Traded AlphaDEX Fund, not summed	369,320	0.16%	-53,359	Jul 31, 2026	First Trust Exchange-Traded AlphaDEX Fund, not summed
20.3	First Trust Multi Cap Growth AlphaDEX Fund Fund S000017343 · Registered fund · Jul 31, 2026 First Trust Exchange-Traded AlphaDEX Fund, not summed	67,310	0.03%	-15,478	Jul 31, 2026	First Trust Exchange-Traded AlphaDEX Fund, not summed
21	MORGAN STANLEY 13F CIK 895421 · Holding company · Jun 30, 2026 carried, not yet filed for the newest quarter	1,258,227	0.55%	+360,702	Jun 30, 2026	carried, not yet filed for the newest quarter
21.1	E*TRADE No Fee Total Market Index Fund Fund S000090722 · Registered fund · Jul 31, 2026 E Trade Trust, not summed	98	0.00%	0	Jul 31, 2026	E Trade Trust, not summed
22	BANK OF AMERICA CORP /DE/ 13F CIK 70858 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	1,193,457	0.53%	-2,379	Jun 30, 2026	carried, not yet filed for the newest quarter
23	ALGERT GLOBAL LLC 13F CIK 1275218 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	1,174,190	0.52%	+978,430	Jun 30, 2026	carried, not yet filed for the newest quarter
24	Clearbridge Investments, LLC 13F CIK 1348883 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	1,006,418	0.44%	-397,547	Jun 30, 2026	carried, not yet filed for the newest quarter
25	VANGUARD PORTFOLIO MANAGEMENT LLC 13F CIK 2100121 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	954,705	0.42%	+447,396	Jun 30, 2026	carried, not yet filed for the newest quarter
26	BRIDGEWAY CAPITAL MANAGEMENT, LLC 13F CIK 1107261 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	908,125	0.40%	+63,010	Jun 30, 2026	carried, not yet filed for the newest quarter
26.1	Omni Small-Cap Value Fund Fund S000033567 · Registered fund · Jun 30, 2026 Bridgeway Funds, Inc., not summed	35,000	0.02%	0	Jun 30, 2026	Bridgeway Funds, Inc., not summed
27	MACKENZIE FINANCIAL CORP 13F CIK 919859 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	885,956	0.39%	+296,856	Jun 30, 2026	carried, not yet filed for the newest quarter
28	Empowered Funds, LLC 13F CIK 1592828 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	873,125	0.38%	+63,010	Jun 30, 2026	carried, not yet filed for the newest quarter
28.1	EA Bridgeway Omni Small-Cap Value ETF Fund S000078089 · Registered fund · Jun 30, 2026 EA Series Trust, not summed	873,125	0.38%	+63,010	Jun 30, 2026	EA Series Trust, not summed
29	First Eagle Investment Management, LLC 13F CIK 1325447 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	861,753	0.38%	+95,931	Jun 30, 2026	carried, not yet filed for the newest quarter
29.1	First Eagle Small Cap Opportunity Fund Fund S000072438 · Registered fund · Jul 31, 2026 First Eagle Funds, not summed	757,230	0.33%	+77,497	Jul 31, 2026	First Eagle Funds, not summed
30	ClearBridge Small Cap Fund Fund S000036165 · Registered fund · Jul 31, 2026 Legg Mason Global Asset Management Trust, not summed	803,795	0.35%	-534,273	Jul 31, 2026	Legg Mason Global Asset Management Trust, not summed
31	AQR CAPITAL MANAGEMENT LLC 13F CIK 1167557 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	753,989	0.33%	+103,289	Jun 30, 2026	carried, not yet filed for the newest quarter
32	VANGUARD EXTENDED MARKET INDEX FUND Fund S000002841 · Registered fund · Jun 30, 2026 VANGUARD INDEX FUNDS, not summed	700,287	0.31%	+13,199	Jun 30, 2026	VANGUARD INDEX FUNDS, not summed
33	HEARTLAND ADVISORS INC 13F CIK 937394 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	700,000	0.31%	-300,000	Jun 30, 2026	carried, not yet filed for the newest quarter
33.1	Heartland Value Fund Fund S000003523 · Registered fund · Jun 30, 2026 HEARTLAND GROUP INC., not summed	700,000	0.31%	-300,000	Jun 30, 2026	HEARTLAND GROUP INC., not summed
34	McMonagle Ryan Insider CIK 1851380 · Apr 1, 2026 Director, Chief Executive Officer, issuer-wide	695,984	0.31%	+66,969	Apr 1, 2026	Director, Chief Executive Officer, issuer-wide
35	INTRINSIC EDGE CAPITAL MANAGEMENT LLC 13F CIK 1671754 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	685,622	0.30%	-194,000	Jun 30, 2026	carried, not yet filed for the newest quarter
36	Ross Joe P. Insider CIK 1852519 · Apr 1, 2026 President - Sales, issuer-wide	659,942	0.29%	+41,212	Apr 1, 2026	President - Sales, issuer-wide
37	D. E. Shaw & Co., Inc. 13F CIK 1009207 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	623,637	0.27%	+440,852	Jun 30, 2026	carried, not yet filed for the newest quarter
38	NORTHERN TRUST CORP 13F CIK 73124 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	607,658	0.27%	+118,582	Jun 30, 2026	carried, not yet filed for the newest quarter
38.1	Small Cap Index Fund Fund S000001245 · Registered fund · Jun 30, 2026 Northern Funds, not summed	31,575	0.01%	+1,709	Jun 30, 2026	Northern Funds, not summed
38.2	Small Cap Core Fund Fund S000001244 · Registered fund · Jun 30, 2026 Northern Funds, not summed	21,421	0.01%	—	Jun 30, 2026	Northern Funds, not summed
38.3	FlexShares Morningstar US Market Factor Tilt Index Fund Fund S000033312 · Registered fund · Jul 31, 2026 FlexShares Trust, not summed	7,693	0.00%	+374	Jul 31, 2026	FlexShares Trust, not summed
39	Column Small Cap Select Fund Fund S000082920 · Registered fund · Aug 31, 2026 Trust for Professional Managers, not summed	561,142	0.25%	+8,660	Aug 31, 2026	Trust for Professional Managers, not summed
40	Russell Investments Group, Ltd. 13F CIK 1692234 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	529,692	0.23%	-13,173	Jun 30, 2026	carried, not yet filed for the newest quarter
40.1	U.S. Small Cap Equity Fund Fund S000001586 · Registered fund · Jul 31, 2026 RUSSELL INVESTMENT CO, not summed	105,414	0.05%	0	Jul 31, 2026	RUSSELL INVESTMENT CO, not summed
40.2	Multi-Asset Strategy Fund Fund S000055522 · Registered fund · Jul 31, 2026 RUSSELL INVESTMENT CO, not summed	49,437	0.02%	-10,020	Jul 31, 2026	RUSSELL INVESTMENT CO, not summed
40.3	U.S. Small Cap Equity Fund Fund S000006864 · Registered fund · Jun 30, 2026 RUSSELL INVESTMENT FUNDS, not summed	22,958	0.01%	0	Jun 30, 2026	RUSSELL INVESTMENT FUNDS, not summed
40.4	Multi-Strategy Income Fund Fund S000048356 · Registered fund · Jul 31, 2026 RUSSELL INVESTMENT CO, not summed	21,653	0.01%	-4,388	Jul 31, 2026	RUSSELL INVESTMENT CO, not summed
40.5	Russell Investments U.S. Small Cap Equity ETF Fund S000089990 · Registered fund · Jun 30, 2026 Russell Investments Exchange Traded Funds, not summed	12,847	0.01%	-784	Jun 30, 2026	Russell Investments Exchange Traded Funds, not summed
41	Heinberg Marshall A Insider CIK 1481338 · Mar 31, 2026 Director, issuer-wide	520,548	0.23%	+48,346	Mar 31, 2026	Director, issuer-wide
42	CHARLES SCHWAB INVESTMENT MANAGEMENT INC 13F CIK 884546 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	515,084	0.23%	-2,327	Jun 30, 2026	carried, not yet filed for the newest quarter
42.1	Schwab U.S. Small-Cap ETF Fund S000026636 · Registered fund · Aug 31, 2026 SCHWAB STRATEGIC TRUST, not summed	298,431	0.13%	+9,336	Aug 31, 2026	SCHWAB STRATEGIC TRUST, not summed
42.2	Schwab Small-Cap Index Fund Fund S000005912 · Registered fund · Jul 31, 2026 SCHWAB CAPITAL TRUST, not summed	149,807	0.07%	+16,473	Jul 31, 2026	SCHWAB CAPITAL TRUST, not summed
42.3	Schwab Total Stock Market Index Fund Fund S000005913 · Registered fund · Jul 31, 2026 SCHWAB CAPITAL TRUST, not summed	42,302	0.02%	-10,000	Jul 31, 2026	SCHWAB CAPITAL TRUST, not summed
42.4	Schwab U.S. Broad Market ETF Fund S000026631 · Registered fund · Aug 31, 2026 SCHWAB STRATEGIC TRUST, not summed	38,096	0.02%	+443	Aug 31, 2026	SCHWAB STRATEGIC TRUST, not summed
43	SILVERCREST ASSET MANAGEMENT GROUP LLC 13F CIK 1232395 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	509,469	0.22%	+115,053	Jun 30, 2026	carried, not yet filed for the newest quarter
44	Brighthouse Small Cap Value Portfolio Fund S000011105 · Registered fund · Jun 30, 2026 Brighthouse Funds Trust I, not summed	479,182	0.21%	0	Jun 30, 2026	Brighthouse Funds Trust I, not summed
45	Federated Hermes MDT Small Cap Growth Fund Fund S000012973 · Registered fund · Jul 31, 2026 Federated Hermes MDT Series, not summed	468,940	0.21%	—	Jul 31, 2026	Federated Hermes MDT Series, not summed
46	Walleye Capital LLC 13F CIK 1758720 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	463,475	0.20%	+463,475	Jun 30, 2026	carried, not yet filed for the newest quarter
47	Sendero Wealth Management, LLC 13F CIK 1639375 · Registered investment adviser · Sep 30, 2026	457,766	0.20%	0	Sep 30, 2026
48	HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC 13F CIK 1164833 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	439,840	0.19%	-12,800	Jun 30, 2026	carried, not yet filed for the newest quarter
48.1	Hotchkis and Wiley Small Cap Diversified Value Fund Fund S000045868 · Registered fund · Jun 30, 2026 HOTCHKIS & WILEY FUNDS/DE/, not summed	114,800	0.05%	0	Jun 30, 2026	HOTCHKIS & WILEY FUNDS/DE/, not summed
49	VANGUARD FIDUCIARY TRUST CO 13F CIK 933478 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	431,711	0.19%	+27,163	Jun 30, 2026	carried, not yet filed for the newest quarter
50	CITIGROUP INC 13F CIK 831001 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	412,085	0.18%	+27,373	Jun 30, 2026	carried, not yet filed for the newest quarter

25 more nested rows are not shown here; Every filing lists them all.

Shares are restated onto today's split basis. Change compares each row with the same holder's previous filing in the same source; a dash means there is none to compare. Nested 13D/G, insider and fund rows are not summed, since a 13F report already holds them.

Showing 1–50 of 295 holders

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Key facts CIK 1709682 CUSIP 23204X103 13F (30d) 28 filings 28 filers Visit website Investor relations