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Security record · archived quarter

CTOS

Custom Truck One Source, Inc. · Industrials · Rental & Leasing Services

9.54 -1.2% mkt cap $2.17B quote delayed (FMP) · as of Aug 26 19:08 UTC — separate from filing data below

Q2 2026 Q1 2026 Q4 2025 Q3 2025 Q2 2025 Q1 2025 Q4 2024 Q3 2024
73Tracked holders
+1Δ holders
44.29MShares held
$255.26MReported value
+1New positions
−0Exits
Stable Conviction score 56/100 3 quarters of rising tracked shares ●●●○○○ How these are computed → Explain this at the Research Desk →

Momentum inputs (comparable managers): holder breadth +1.4% · share flow +2.0% · net new positions +1.4%formula
Broad accumulation — rising shares across more holders

All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q4 2025

Ownership over time
QuarterHoldersΔSharesReported valueNewExits
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
Holder count
Who holds it · Q4 2025
#ManagerSharesΔ sharesValueTheir weightHeld
1 MIRAE ASSET GLOBAL ETFS HOLDINGS… 5.44M $31.35M 0.0% n/c 1 SEC ↗
2 MIRAE ASSET GLOBAL ETFS HOLDINGS… 5.44M $31.35M 0.0% n/c 1 SEC ↗
3 Dimensional Fund Advisors Lp 4.86M $28.00M 0.0% n/c 1 SEC ↗
4 Dimensional Fund Advisors Lp 4.86M $28.00M 0.0% n/c 1 SEC ↗
5 Dimensional Fund Advisors Lp 4.86M $28.00M 0.0% n/c 1 SEC ↗
6 Dimensional Fund Advisors Lp 4.86M $28.00M 0.0% n/c 1 SEC ↗
7 Dimensional Fund Advisors Lp 4.86M $28.00M 0.0% n/c 1 SEC ↗
8 BlackRock (passive) 4.31M +1.8% $24.84M 0.0% ▲ Add 3 SEC ↗
9 BlackRock (passive) 4.31M +1.8% $24.84M 0.0% ▲ Add 3 SEC ↗
10 BlackRock (passive) 4.31M +1.8% $24.84M 0.0% ▲ Add 3 SEC ↗
11 BlackRock (passive) 4.31M +1.8% $24.84M 0.0% ▲ Add 3 SEC ↗
12 BlackRock (passive) 4.31M +1.8% $24.84M 0.0% ▲ Add 3 SEC ↗
13 BlackRock (passive) 4.31M +1.8% $24.84M 0.0% ▲ Add 3 SEC ↗
14 BlackRock (passive) 4.31M +1.8% $24.84M 0.0% ▲ Add 3 SEC ↗
15 BlackRock (passive) 4.31M +1.8% $24.84M 0.0% ▲ Add 3 SEC ↗
16 BlackRock (passive) 4.31M +1.8% $24.84M 0.0% ▲ Add 3 SEC ↗
17 BlackRock (passive) 4.31M +1.8% $24.84M 0.0% ▲ Add 3 SEC ↗
18 BlackRock (passive) 4.31M +1.8% $24.84M 0.0% ▲ Add 3 SEC ↗
19 BlackRock (passive) 4.31M +1.8% $24.84M 0.0% ▲ Add 3 SEC ↗
20 Allspring Global Investments… 4.20M $24.37M 0.0% n/c 1 SEC ↗
21 Allspring Global Investments… 4.20M $24.37M 0.0% n/c 1 SEC ↗
22 Boston Partners 3.79M $21.85M 0.0% n/c 1 SEC ↗
23 The Vanguard Group (passive) 3.47M +5.8% $19.97M 0.0% ▲ Add 3 SEC ↗
24 The Vanguard Group (passive) 3.47M +5.8% $19.97M 0.0% ▲ Add 3 SEC ↗
25 The Vanguard Group (passive) 3.47M +5.8% $19.97M 0.0% ▲ Add 3 SEC ↗
26 The Vanguard Group (passive) 3.47M +5.8% $19.97M 0.0% ▲ Add 3 SEC ↗
27 The Vanguard Group (passive) 3.47M +5.8% $19.97M 0.0% ▲ Add 3 SEC ↗
28 Alyeska Investment Group, L.P. 2.50M $14.40M 0.0% n/c 1 SEC ↗
29 Bank Of America Corp /De/ 1.48M $8.53M 0.0% n/c 1 SEC ↗
30 Bank Of America Corp /De/ 1.48M $8.53M 0.0% n/c 1 SEC ↗
31 Bank Of America Corp /De/ 1.48M $8.53M 0.0% n/c 1 SEC ↗
32 Bank Of America Corp /De/ 1.48M $8.53M 0.0% n/c 1 SEC ↗
33 Bank Of America Corp /De/ 1.48M $8.53M 0.0% n/c 1 SEC ↗
34 Clearbridge Investments, LLC 1.45M $8.32M 0.0% n/c 1 SEC ↗
35 Geode Capital Management (passive) 1.44M +2.2% $8.29M 0.0% ▲ Add 7 SEC ↗
36 Geode Capital Management (passive) 1.44M +2.2% $8.29M 0.0% ▲ Add 7 SEC ↗
37 State Street Global Advisors (passive) 1.35M +6.4% $7.80M 0.0% ▲ Add 5 SEC ↗
38 First Trust Advisors Lp 1.22M $7.04M 0.0% n/c 1 SEC ↗
39 Russell Investments Group, Ltd. 939.08K $5.41M 0.0% n/c 1 SEC ↗
40 Russell Investments Group, Ltd. 939.08K $5.41M 0.0% n/c 1 SEC ↗
41 Russell Investments Group, Ltd. 939.08K $5.41M 0.0% n/c 1 SEC ↗
42 Russell Investments Group, Ltd. 939.08K $5.41M 0.0% n/c 1 SEC ↗
43 Russell Investments Group, Ltd. 939.08K $5.41M 0.0% n/c 1 SEC ↗
44 Russell Investments Group, Ltd. 939.08K $5.41M 0.0% n/c 1 SEC ↗
45 Russell Investments Group, Ltd. 939.08K $5.41M 0.0% n/c 1 SEC ↗
46 Russell Investments Group, Ltd. 939.08K $5.41M 0.0% n/c 1 SEC ↗
47 Russell Investments Group, Ltd. 939.08K $5.41M 0.0% n/c 1 SEC ↗
48 Russell Investments Group, Ltd. 939.08K $5.41M 0.0% n/c 1 SEC ↗
49 Russell Investments Group, Ltd. 939.08K $5.41M 0.0% n/c 1 SEC ↗
50 First Eagle Investment Management… 777.94K $4.48M 0.0% n/c 1 SEC ↗
51 First Eagle Investment Management… 777.94K $4.48M 0.0% n/c 1 SEC ↗
52 Morgan Stanley 714.69K -1.1% $4.12M 0.0% ▼ Trim 2 SEC ↗
53 Morgan Stanley 714.69K -1.1% $4.12M 0.0% ▼ Trim 2 SEC ↗
54 Morgan Stanley 714.69K -1.1% $4.12M 0.0% ▼ Trim 2 SEC ↗
55 Morgan Stanley 714.69K -1.1% $4.12M 0.0% ▼ Trim 2 SEC ↗
56 Morgan Stanley 714.69K -1.1% $4.12M 0.0% ▼ Trim 2 SEC ↗
57 Morgan Stanley 714.69K -1.1% $4.12M 0.0% ▼ Trim 2 SEC ↗
58 Citigroup Inc 521.36K $3.00M 0.0% n/c 1 SEC ↗
59 Citigroup Inc 521.36K $3.00M 0.0% n/c 1 SEC ↗
60 Citigroup Inc 521.36K $3.00M 0.0% n/c 1 SEC ↗
61 Citigroup Inc 521.36K $3.00M 0.0% n/c 1 SEC ↗
62 Charles Schwab Investment… 504.88K $2.91M 0.0% n/c 1 SEC ↗
63 Northern Trust Corp 471.42K $2.72M 0.0% n/c 1 SEC ↗
64 Northern Trust Corp 471.42K $2.72M 0.0% n/c 1 SEC ↗
65 Northern Trust Corp 471.42K $2.72M 0.0% n/c 1 SEC ↗
66 Northern Trust Corp 471.42K $2.72M 0.0% n/c 1 SEC ↗
67 Arrowstreet Capital 414.44K +47.1% $2.39M 0.0% ▲ Add 2 SEC ↗
68 Point72 Asset Management 385.87K +259.1% $2.22M 0.0% ▲ Add 4 SEC ↗
69 Goldman Sachs Group 369.23K +33.2% $2.13M 0.0% ▲ Add 2 SEC ↗
70 Goldman Sachs Group 369.23K +33.2% $2.13M 0.0% ▲ Add 2 SEC ↗
71 Jane Street Group, Llc 345.01K $1.99M 0.0% n/c 1 SEC ↗
72 Jane Street Group, Llc 345.01K $1.99M 0.0% n/c 1 SEC ↗
73 Jane Street Group, Llc 345.01K $1.99M 0.0% n/c 1 SEC ↗
74 Millennium Management 317.80K New $1.83M 0.0% New 1 SEC ↗
75 Squarepoint Ops LLC 246.35K $1.42M 0.0% n/c 1 SEC ↗
76 Invesco Ltd. 236.93K $1.36M 0.0% n/c 1 SEC ↗
77 Invesco Ltd. 236.93K $1.36M 0.0% n/c 1 SEC ↗
78 Invesco Ltd. 236.93K $1.36M 0.0% n/c 1 SEC ↗
79 Invesco Ltd. 236.93K $1.36M 0.0% n/c 1 SEC ↗
80 UBS AM, a distinct business unit of… 177.87K $1.02M 0.0% n/c 1 SEC ↗
81 UBS AM, a distinct business unit of… 177.87K $1.02M 0.0% n/c 1 SEC ↗
82 UBS AM, a distinct business unit of… 177.87K $1.02M 0.0% n/c 1 SEC ↗
83 UBS AM, a distinct business unit of… 177.87K $1.02M 0.0% n/c 1 SEC ↗
84 UBS AM, a distinct business unit of… 177.87K $1.02M 0.0% n/c 1 SEC ↗
85 UBS AM, a distinct business unit of… 177.87K $1.02M 0.0% n/c 1 SEC ↗
86 AQR Capital Management 168.98K +49.1% $973,335 0.0% ▲ Add 4 SEC ↗
87 AQR Capital Management 168.98K +49.1% $973,335 0.0% ▲ Add 4 SEC ↗
88 AQR Capital Management 168.98K +49.1% $973,335 0.0% ▲ Add 4 SEC ↗
89 AQR Capital Management 168.98K +49.1% $973,335 0.0% ▲ Add 4 SEC ↗
90 AQR Capital Management 168.98K +49.1% $973,335 0.0% ▲ Add 4 SEC ↗
91 Sei Investments Co 167.64K $965,594 0.0% n/c 1 SEC ↗
92 Sei Investments Co 167.64K $965,594 0.0% n/c 1 SEC ↗
93 Bank of New York Mellon Corp 161.57K $930,655 0.0% n/c 1 SEC ↗
94 Bank of New York Mellon Corp 161.57K $930,655 0.0% n/c 1 SEC ↗
95 Bank of New York Mellon Corp 161.57K $930,655 0.0% n/c 1 SEC ↗
96 Nuveen, LLC 149.03K $858,419 0.0% n/c 1 SEC ↗
97 Nuveen, LLC 149.03K $858,419 0.0% n/c 1 SEC ↗
98 Mariner, LLC 138.56K $798,093 0.0% n/c 1 SEC ↗
99 Swiss National Bank 134.10K $772,416 0.0% n/c 1 SEC ↗
100 American Century Companies Inc 117.19K $675,009 0.0% n/c 1 SEC ↗

“Their weight” = the position's share of that manager's reported 13F equity value — the conviction measure. ✦ = curated manager.

New buyers

Millennium Management $1.83M 0.0%

Exited

No tracked exits this quarter.

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.

Frequently co-owned

What else this security's tracked holders most often hold — shared-ownership counts, not fundamental relationships.

Provenance: Ownership from parsed 13F common-stock positions (tracked universe, comparable sets for changes); insider rows from Forms 3/4/5; stakes from Schedules 13D/13G; every filing links to its original on SEC EDGAR. Reporting period: Q4 2025 · Methodology · Get this via the API