Security record · archived quarter
CTOS
Custom Truck One Source, Inc. · Industrials · Rental & Leasing Services
84Tracked holders
+11Δ holders
46.46MShares held
$305.20MReported value
+15New positions
−4Exits
Momentum inputs (comparable managers):
holder breadth +15.1% ·
share flow +7.2% ·
net new positions +13.1%
— formula
Broad accumulation — rising shares across more holders
All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q1 2026
Ownership over time
| Quarter | Holders | Δ | Shares | Reported value | New | Exits |
|---|---|---|---|---|---|---|
| Q2 2026 | 82 | +1 | 48.35M | $568.56M | +8 | −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 | — | — |
Who holds it · Q1 2026
| # | Manager | Shares | Δ shares | Value | Their weight | Held | ||
|---|---|---|---|---|---|---|---|---|
| 1 | MIRAE ASSET GLOBAL ETFS HOLDINGS… | 5.67M | +4.3% | $37.28M | 0.1% | ▲ Add | 2 | SEC ↗ ×2 |
| 2 | Dimensional Fund Advisors Lp | 5.60M | +15.3% | $36.81M | 0.0% | ▲ Add | 2 | SEC ↗ ×5 |
| 3 | BlackRock ✦ (passive) | 4.25M | -1.4% | $27.94M | 0.0% | ▼ Trim | 4 | SEC ↗ ×12 |
| 4 | Allspring Global Investments… | 3.91M | -6.8% | $25.91M | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 5 | Alyeska Investment Group, L.P. | 2.83M | +13.0% | $18.57M | 0.1% | ▲ Add | 2 | SEC ↗ |
| 6 | Vanguard Capital Management Llc | 2.53M | — | $16.59M | 0.0% | n/c | 1 | SEC ↗ |
| 7 | Boston Partners | 2.02M | -46.9% | $13.25M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 8 | State Street Global Advisors ✦ (passive) | 1.49M | +9.7% | $9.76M | 0.0% | ▲ Add | 6 | SEC ↗ |
| 9 | Geode Capital Management ✦ (passive) | 1.47M | +2.2% | $9.66M | 0.0% | ▲ Add | 8 | SEC ↗ ×2 |
| 10 | Clearbridge Investments, LLC | 1.40M | -2.9% | $9.22M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 11 | First Trust Advisors Lp | 1.30M | +6.4% | $8.55M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 12 | Bank Of America Corp /De/ | 1.20M | -19.2% | $7.86M | 0.0% | ▼ Trim | 2 | SEC ↗ ×4 |
| 13 | Arrowstreet Capital ✦ | 1.06M | +154.9% | $6.94M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 14 | Morgan Stanley ✦ | 897.52K | +25.6% | $5.90M | 0.0% | ▲ Add | 3 | SEC ↗ ×7 |
| 15 | First Eagle Investment Management… | 765.82K | -1.6% | $5.03M | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 16 | JPMorgan Chase ✦ | 770.22K | +2938.8% | $4.86M | 0.0% | ▲ Add | 3 | SEC ↗ ×5 |
| 17 | Jane Street Group, Llc | 660.53K | +91.5% | $4.34M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 18 | AQR Capital Management ✦ | 650.70K | +285.1% | $4.28M | 0.0% | ▲ Add | 5 | SEC ↗ ×8 |
| 19 | Mackenzie Financial Corp | 589.10K | New | $3.87M | 0.0% | New | 1 | SEC ↗ |
| 20 | Russell Investments Group, Ltd. | 542.87K | -42.2% | $3.57M | 0.0% | ▼ Trim | 2 | SEC ↗ ×11 |
| 21 | Charles Schwab Investment… | 517.41K | +2.5% | $3.40M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 22 | Goldman Sachs Group ✦ | 515.74K | +39.7% | $3.39M | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 23 | Northern Trust Corp | 489.08K | +3.7% | $3.21M | 0.0% | ▲ Add | 2 | SEC ↗ ×4 |
| 24 | Hotchkis & Wiley Capital Management… | 452.64K | New | $2.97M | 0.0% | New | 1 | SEC ↗ |
| 25 | Hrt Financial Lp | 411.89K | New | $2.71M | 0.0% | New | 1 | SEC ↗ |
| 26 | Citigroup Inc | 384.71K | -26.2% | $2.53M | 0.0% | ▼ Trim | 2 | SEC ↗ ×3 |
| 27 | Citadel Advisors ✦ | 280.36K | +339.4% | $1.84M | 0.0% | ▲ Add | 7 | SEC ↗ ×2 |
| 28 | Millennium Management ✦ | 257.82K | -18.9% | $1.69M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 29 | Invesco Ltd. | 244.10K | +3.0% | $1.60M | 0.0% | ▲ Add | 2 | SEC ↗ ×4 |
| 30 | Point72 Asset Management ✦ | 242.19K | -37.2% | $1.59M | 0.0% | ▼ Trim | 5 | SEC ↗ |
| 31 | Tudor Investment Corp Et Al | 228.52K | New | $1.50M | 0.0% | New | 1 | SEC ↗ |
| 32 | Sei Investments Co | 227.57K | +35.8% | $1.50M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 33 | D. E. Shaw & Co. ✦ | 182.78K | New | $1.20M | 0.0% | New | 1 | SEC ↗ |
| 34 | Mariner, LLC | 168.21K | +21.4% | $1.10M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 35 | Bank of New York Mellon Corp | 156.24K | -3.3% | $1.03M | 0.0% | ▼ Trim | 2 | SEC ↗ ×4 |
| 36 | Nuveen, LLC | 149.99K | +0.6% | $985,441 | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 37 | Bnp Paribas Financial Markets | 144.90K | +72.9% | $951,960 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 38 | Swiss National Bank | 134.10K | 0.0% | $881,037 | 0.0% | Held | 2 | SEC ↗ |
| 39 | UBS AM, a distinct business unit of… | 133.22K | -25.1% | $875,256 | 0.0% | ▼ Trim | 2 | SEC ↗ ×4 |
| 40 | American Century Companies Inc | 118.73K | +1.3% | $780,063 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 41 | Canada Pension Plan Investment Board | 108.80K | +53.9% | $714,816 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 42 | Fidelity (FMR) ✦ | 106.26K | +502.9% | $698,142 | 0.0% | ▲ Add | 4 | SEC ↗ ×2 |
| 43 | UBS Group AG | 82.25K | -0.7% | $540,396 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 44 | Rhumbline Advisers | 71.64K | -2.3% | $470,637 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 45 | LPL Financial LLC | 67.81K | +3.5% | $445,515 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 46 | Alliancebernstein L.P. | 73.87K | -18.6% | $425,491 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 47 | Balyasny Asset Management L.P. | 64.01K | +130.1% | $420,539 | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 48 | California State Teachers… | 61.51K | -0.7% | $404,147 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 49 | Legal & General Group Plc | 50.32K | -17.5% | $330,623 | 0.0% | ▼ Trim | 2 | SEC ↗ ×3 |
| 50 | Deutsche Bank Ag\ | 49.36K | +13.5% | $324,295 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 51 | Zurcher Kantonalbank (Zurich… | 46.94K | +9.8% | $308,376 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 52 | Squarepoint Ops LLC | 46.40K | -81.2% | $304,861 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 53 | Ameriprise Financial Inc | 42.16K | New | $276,998 | 0.0% | New | 1 | SEC ↗ |
| 54 | T. Rowe Price ✦ | 40.79K | +11.2% | $268,000 | 0.0% | ▲ Add | 8 | SEC ↗ |
| 55 | Wells Fargo & Company/Mn | 39.38K | -53.6% | $258,740 | 0.0% | ▼ Trim | 2 | SEC ↗ ×3 |
| 56 | Cetera Investment Advisers | 39.03K | -15.8% | $256,421 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 57 | Manufacturers Life Insurance… | 34.29K | -1.9% | $225,305 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 58 | Renaissance Technologies ✦ | 31.66K | New | $207,980 | 0.0% | New | 1 | SEC ↗ |
| 59 | Susquehanna International Group, Llp | 30.43K | +163.4% | $199,938 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 60 | Two Sigma Investments ✦ | 30.15K | +7.9% | $198,099 | 0.0% | ▲ Add | 6 | SEC ↗ |
| 61 | Envestnet Asset Management Inc | 29.15K | New | $191,522 | 0.0% | New | 1 | SEC ↗ |
| 62 | Janus Henderson Group Plc | 28.80K | 0.0% | $189,216 | 0.0% | Held | 2 | SEC ↗ |
| 63 | Cwm, Llc | 25.27K | +295.9% | $166,044 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 64 | Mercer Global Advisors Inc /Adv | 20.66K | New | $135,710 | 0.0% | New | 1 | SEC ↗ |
| 65 | Northwestern Mutual Wealth… | 20.00K | New | $131,400 | 0.0% | New | 1 | SEC ↗ |
| 66 | Quantinno Capital Management LP | 19.63K | +27.0% | $128,956 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 67 | Lazard Asset Management Llc | 19.05K | New | $125,165 | 0.0% | New | 1 | SEC ↗ |
| 68 | Creative Planning | 17.83K | New | $117,169 | 0.0% | New | 1 | SEC ↗ |
| 69 | Wealth Enhancement Advisory… | 16.69K | New | $109,974 | 0.0% | New | 1 | SEC ↗ |
| 70 | State Board Of Administration Of… | 16.22K | 0.0% | $106,565 | 0.0% | Held | 2 | SEC ↗ |
| 71 | Cerity Partners LLC | 16.01K | New | $105,212 | 0.0% | New | 1 | SEC ↗ ×2 |
| 72 | Royal Bank Of Canada | 15.80K | -14.3% | $104,000 | 0.0% | ▼ Trim | 2 | SEC ↗ ×3 |
| 73 | Truist Financial Corp | 15.00K | 0.0% | $98,550 | 0.0% | Held | 2 | SEC ↗ |
| 74 | Voya Investment Management Llc | 11.39K | -4.0% | $74,826 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 75 | Barclays Plc | 11.32K | -88.0% | $74,406 | 0.0% | ▼ Trim | 2 | SEC ↗ ×3 |
| 76 | New York State Common Retirement… | 8.87K | 0.0% | $58,289 | 0.0% | Held | 2 | SEC ↗ |
| 77 | Pnc Financial Services Group, Inc. | 5.15K | +1.3% | $33,856 | 0.0% | ▲ Add | 2 | SEC ↗ ×3 |
| 78 | Mitsubishi UFJ Asset Management… | 3.85K | 0.0% | $25,275 | 0.0% | Held | 2 | SEC ↗ |
| 79 | Us Bancorp \De\ | 771 | +5.9% | $5,065 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 80 | Simplex Trading, Llc | 633 | New | $4,158 | 0.0% | New | 1 | SEC ↗ |
| 81 | Optiver Holding B.V. | 506 | +46.2% | $3,324 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 82 | Group One Trading Llc | 500 | 0.0% | $3,285 | 0.0% | Held | 2 | SEC ↗ |
| 83 | Osaic Holdings, Inc. | 120 | -92.2% | $788 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 84 | National Bank Of Canada /Fi/ | 6 | -14.3% | $39 | 0.0% | ▼ Trim | 2 | SEC ↗ |
“Their weight” = the position's share of that manager's reported 13F equity value — the conviction measure. ✦ = curated manager.
New buyers
| Mackenzie Financial Corp | $3.87M | 0.0% |
| Hotchkis & Wiley Capital… | $2.97M | 0.0% |
| Hrt Financial Lp | $2.71M | 0.0% |
| Tudor Investment Corp Et Al | $1.50M | 0.0% |
| D. E. Shaw & Co. | $1.20M | 0.0% |
| Ameriprise Financial Inc | $276,998 | 0.0% |
| Renaissance Technologies | $207,980 | 0.0% |
| Envestnet Asset Management Inc | $191,522 | 0.0% |
| Mercer Global Advisors Inc… | $135,710 | 0.0% |
| Northwestern Mutual Wealth… | $131,400 | 0.0% |
| Lazard Asset Management Llc | $125,165 | 0.0% |
| Creative Planning | $117,169 | 0.0% |
Exited
| Gotham Asset Management | $72,415 | was 0.0% |
| ProShare Advisors LLC | $63,360 | was 0.0% |
| BNP Paribas Asset Management… | $8,000 | was 0.0% |
| Rockefeller Capital… | $3,502 | 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.
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: Q1 2026 ·
Methodology ·
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