CTOS
Custom Truck One Source, Inc. · Industrials · Rental & Leasing Services
Momentum inputs (comparable managers):
holder breadth +28.6% ·
share flow -19.4% ·
net new positions +20.0%
— formula
Ownership fragmentation — more holders, smaller aggregate stake
All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q1 2025
| Quarter | Holders | Δ | Shares | Reported value | New | Exits |
|---|---|---|---|---|---|---|
| Q2 2026 | 83 | +2 | 48.36M | $568.75M | +9 | −7 |
| Q1 2026 | 84 | +11 | 46.46M | $305.20M | +15 | −4 |
| Q4 2025 | 73 | +1 | 44.29M | $255.26M | +1 | — |
| Q3 2025 | 15 | +2 | 12.24M | $78.61M | +2 | — |
| Q2 2025 | 10 | -2 | 10.41M | $51.45M | — | −2 |
| Q1 2025 | 9 | +2 | 2.86M | $12.06M | +3 | −1 |
| Q4 2024 | 7 | 0 | 3.55M | $17.06M | +2 | −2 |
| Q3 2024 | 6 | +2 | 1.74M | $6.00M | +3 | −1 |
| Q2 2024 | 4 | — | 1.40M | $6.09M | — | — |
| # | Manager | Shares | Δ shares | Value | Their weight | Held | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Geode Capital Management ✦ (passive) | 1.19M | +3.3% | $5.04M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 2 | Geode Capital Management ✦ (passive) | 1.19M | +3.3% | $5.04M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 3 | State Street Global Advisors ✦ (passive) | 1.16M | -4.0% | $4.90M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 4 | Citadel Advisors ✦ | 236.38K | -76.8% | $997,519 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 5 | Point72 Asset Management ✦ | 136.25K | New | $574,994 | 0.0% | New | 1 | SEC ↗ |
| 6 | Renaissance Technologies ✦ | 53.20K | New | $224,504 | 0.0% | New | 1 | SEC ↗ |
| 7 | Millennium Management ✦ | 22.69K | -69.0% | $95,769 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 8 | T. Rowe Price ✦ | 21.47K | +10.7% | $91,000 | 0.0% | ▲ Add | 4 | SEC ↗ |
| 9 | Two Sigma Investments ✦ | 17.45K | +32.7% | $73,631 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 10 | AQR Capital Management ✦ | 14.95K | New | $63,080 | 0.0% | New | 1 | SEC ↗ |
| 11 | AQR Capital Management ✦ | 14.95K | New | $63,080 | 0.0% | New | 1 | SEC ↗ |
| 12 | AQR Capital Management ✦ | 14.95K | New | $63,080 | 0.0% | New | 1 | SEC ↗ |
| 13 | AQR Capital Management ✦ | 14.95K | New | $63,080 | 0.0% | New | 1 | SEC ↗ |
“Their weight” = the position's share of that manager's reported 13F equity value — the conviction measure. ✦ = curated manager.
New buyers
| Point72 Asset Management | $574,994 | 0.0% |
| Renaissance Technologies | $224,504 | 0.0% |
| AQR Capital Management | $63,080 | 0.0% |
| AQR Capital Management | $63,080 | 0.0% |
| AQR Capital Management | $63,080 | 0.0% |
| AQR Capital Management | $63,080 | 0.0% |
Exited
| Marshall Wace | $278,225 | was 0.0% |
Full-market context: across ALL 13F filers (SEC structured data, Q1 2026): 169 holders, 218.05M shares, $1.43B reported. This is a different, older period than the tracked-universe figures above and the two are never mixed.
What else this security's tracked holders most often hold — shared-ownership counts, not fundamental relationships.