Security record
CTOS
Custom Truck One Source, Inc. · Industrials · Rental & Leasing Services
84Tracked holders
+2Δ holders
49.22MShares held
$578.93MReported value
+9New positions
−6Exits
Momentum inputs (comparable managers):
holder breadth +2.4% ·
share flow +5.9% ·
net new positions +3.6%
— formula
Broad accumulation — rising shares across more holders
All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q2 2026
Ownership over time
| Quarter | Holders | Δ | Shares | Reported value | New | Exits |
|---|---|---|---|---|---|---|
| Q2 2026 | 84 | +2 | 49.22M | $578.93M | +9 | −6 |
| 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 · Q2 2026
| # | Manager | Shares | Δ shares | Value | Their weight | Held | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Dimensional Fund Advisors Lp | 6.17M | +10.2% | $72.90M | 0.0% | ▲ Add | 3 | SEC ↗ ×5 |
| 2 | MIRAE ASSET GLOBAL ETFS HOLDINGS… | 6.16M | +8.5% | $72.71M | 0.1% | ▲ Add | 3 | SEC ↗ ×2 |
| 3 | BlackRock ✦ (passive) | 4.57M | +7.5% | $54.02M | 0.0% | ▲ Add | 5 | SEC ↗ ×12 |
| 4 | Vanguard Capital Management Llc | 2.58M | +2.1% | $30.45M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 5 | Allspring Global Investments… | 2.69M | -31.2% | $29.73M | 0.0% | ▼ Trim | 3 | SEC ↗ ×2 |
| 6 | Arrowstreet Capital ✦ | 2.20M | +108.4% | $26.01M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 7 | Goldman Sachs Group ✦ | 1.88M | +264.1% | $22.17M | 0.0% | ▲ Add | 4 | SEC ↗ ×3 |
| 8 | Geode Capital Management ✦ (passive) | 1.73M | +17.5% | $20.41M | 0.0% | ▲ Add | 9 | SEC ↗ ×2 |
| 9 | Alyeska Investment Group, L.P. | 1.64M | -41.9% | $19.40M | 0.1% | ▼ Trim | 3 | SEC ↗ |
| 10 | Boston Partners | 1.63M | -19.4% | $19.19M | 0.0% | ▼ Trim | 3 | SEC ↗ ×2 |
| 11 | JPMorgan Chase ✦ | 1.59M | +106.1% | $18.97M | 0.0% | ▲ Add | 4 | SEC ↗ ×5 |
| 12 | State Street Global Advisors ✦ (passive) | 1.52M | +2.2% | $17.93M | 0.0% | ▲ Add | 7 | SEC ↗ |
| 13 | First Trust Advisors Lp | 1.51M | +16.1% | $17.84M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 14 | Morgan Stanley ✦ | 1.26M | +40.2% | $14.86M | 0.0% | ▲ Add | 4 | SEC ↗ ×7 |
| 15 | Bank Of America Corp /De/ | 1.19M | -0.2% | $14.09M | 0.0% | ▼ Trim | 3 | SEC ↗ ×4 |
| 16 | Clearbridge Investments, LLC | 1.01M | -28.3% | $11.89M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 17 | Mackenzie Financial Corp | 885.96K | +50.4% | $10.46M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 18 | First Eagle Investment Management… | 861.75K | +12.5% | $10.18M | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 19 | AQR Capital Management ✦ | 753.99K | +15.9% | $8.90M | 0.0% | ▲ Add | 6 | SEC ↗ ×8 |
| 20 | D. E. Shaw & Co. ✦ | 623.64K | +241.2% | $7.37M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 21 | Northern Trust Corp | 607.66K | +24.2% | $7.18M | 0.0% | ▲ Add | 3 | SEC ↗ ×4 |
| 22 | Russell Investments Group, Ltd. | 529.69K | -2.4% | $6.26M | 0.0% | ▼ Trim | 3 | SEC ↗ ×10 |
| 23 | Charles Schwab Investment… | 515.08K | -0.5% | $6.08M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 24 | Hotchkis & Wiley Capital Management… | 439.84K | -2.8% | $5.19M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 25 | Citigroup Inc | 412.08K | +7.1% | $4.87M | 0.0% | ▲ Add | 3 | SEC ↗ ×3 |
| 26 | Invesco Ltd. | 354.70K | +45.3% | $4.19M | 0.0% | ▲ Add | 3 | SEC ↗ ×4 |
| 27 | Bnp Paribas Financial Markets | 321.21K | +121.7% | $3.79M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 28 | Federated Hermes, Inc. | 296.02K | New | $3.50M | 0.0% | New | 1 | SEC ↗ |
| 29 | Hrt Financial Lp | 254.65K | -38.2% | $3.01M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 30 | Sei Investments Co | 215.77K | -5.2% | $2.55M | 0.0% | ▼ Trim | 3 | SEC ↗ ×2 |
| 31 | Mariner, LLC | 190.06K | +13.0% | $2.24M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 32 | Point72 Asset Management ✦ | 179.10K | -26.1% | $2.12M | 0.0% | ▼ Trim | 6 | SEC ↗ |
| 33 | Bank of New York Mellon Corp | 155.99K | -0.2% | $1.84M | 0.0% | ▼ Trim | 3 | SEC ↗ ×4 |
| 34 | Nuveen, LLC | 152.07K | +1.4% | $1.80M | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 35 | UBS Group AG | 150.89K | +83.5% | $1.78M | 0.0% | ▲ Add | 3 | SEC ↗ ×3 |
| 36 | Norges Bank ✦ (passive) | 134.40K | New | $1.59M | 0.0% | New | 1 | SEC ↗ |
| 37 | American Century Companies Inc | 131.66K | +10.9% | $1.55M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 38 | Swiss National Bank | 125.10K | -6.7% | $1.48M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 39 | Fidelity (FMR) ✦ | 117.43K | +10.5% | $1.39M | 0.0% | ▲ Add | 5 | SEC ↗ ×2 |
| 40 | UBS AM, a distinct business unit of… | 104.45K | -21.6% | $1.23M | 0.0% | ▼ Trim | 3 | SEC ↗ ×4 |
| 41 | Tidal Investments LLC | 83.60K | New | $987,340 | 0.0% | New | 1 | SEC ↗ |
| 42 | Rhumbline Advisers | 74.45K | +3.9% | $879,305 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 43 | Wells Fargo & Company/Mn | 71.66K | +82.0% | $846,316 | 0.0% | ▲ Add | 3 | SEC ↗ ×3 |
| 44 | Lazard Asset Management Llc | 70.06K | +267.8% | $827,409 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 45 | Canada Pension Plan Investment Board | 62.80K | -42.3% | $741,668 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 46 | LPL Financial LLC | 61.94K | -8.7% | $731,446 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 47 | Deutsche Bank Ag\ | 60.77K | +23.1% | $717,706 | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 48 | Alliancebernstein L.P. | 101.97K | +38.0% | $669,943 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 49 | Legal & General Group Plc | 55.14K | +9.6% | $651,251 | 0.0% | ▲ Add | 3 | SEC ↗ ×3 |
| 50 | Balyasny Asset Management L.P. | 52.96K | -17.3% | $625,458 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 51 | Barclays Plc | 51.29K | +352.9% | $605,782 | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 52 | T. Rowe Price ✦ | 51.00K | +25.0% | $603,000 | 0.0% | ▲ Add | 9 | SEC ↗ |
| 53 | Zurcher Kantonalbank (Zurich… | 46.94K | 0.0% | $554,326 | 0.0% | Held | 3 | SEC ↗ |
| 54 | Ameriprise Financial Inc | 42.92K | +1.8% | $506,850 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 55 | Cetera Investment Advisers | 41.41K | +6.1% | $489,028 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 56 | Manufacturers Life Insurance… | 33.54K | -2.2% | $396,131 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 57 | Creative Planning | 29.95K | +67.9% | $353,721 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 58 | Prudential Financial Inc | 29.93K | New | $353,532 | 0.0% | New | 1 | SEC ↗ |
| 59 | Tudor Investment Corp Et Al | 28.73K | -87.4% | $339,289 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 60 | Mercer Global Advisors Inc /Adv | 25.66K | +24.2% | $303,080 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 61 | Quantinno Capital Management LP | 23.94K | +22.0% | $282,743 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 62 | Citadel Advisors ✦ | 23.30K | -91.7% | $275,220 | 0.0% | ▼ Trim | 8 | SEC ↗ |
| 63 | Universal- Beteiligungs- und… | 23.23K | New | $274,370 | 0.0% | New | 1 | SEC ↗ |
| 64 | New York State Common Retirement… | 21.77K | +145.4% | $257,127 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 65 | Envestnet Asset Management Inc | 21.26K | -27.1% | $251,128 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 66 | Susquehanna International Group, Llp | 21.03K | -30.9% | $248,317 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 67 | Cerity Partners LLC | 20.94K | +30.8% | $247,291 | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 68 | Wealth Enhancement Advisory… | 21.76K | +30.4% | $229,568 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 69 | Two Sigma Investments ✦ | 19.15K | -36.5% | $226,185 | 0.0% | ▼ Trim | 7 | SEC ↗ |
| 70 | Royal Bank Of Canada | 17.66K | +11.8% | $209,000 | 0.0% | ▲ Add | 3 | SEC ↗ ×4 |
| 71 | Mitsubishi UFJ Trust & Banking Corp | 17.32K | New | $204,573 | 0.0% | New | 1 | SEC ↗ |
| 72 | State Board Of Administration Of… | 16.22K | 0.0% | $191,558 | 0.0% | Held | 3 | SEC ↗ |
| 73 | Amundi | 15.89K | New | $187,661 | 0.0% | New | 1 | SEC ↗ |
| 74 | Voya Investment Management Llc | 12.73K | +11.8% | $150,329 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 75 | Captrust Financial Advisors | 11.81K | New | $139,429 | 0.0% | New | 1 | SEC ↗ |
| 76 | Squarepoint Ops LLC | 11.34K | -75.6% | $133,949 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 77 | Pnc Financial Services Group, Inc. | 5.18K | +0.6% | $61,224 | 0.0% | ▲ Add | 3 | SEC ↗ ×3 |
| 78 | Mitsubishi UFJ Asset Management… | 3.85K | 0.0% | $45,433 | 0.0% | Held | 3 | SEC ↗ |
| 79 | Us Bancorp \De\ | 771 | 0.0% | $9,106 | 0.0% | Held | 3 | SEC ↗ |
| 80 | Group One Trading Llc | 500 | 0.0% | $5,905 | 0.0% | Held | 3 | SEC ↗ |
| 81 | Osaic Holdings, Inc. | 208 | +73.3% | $2,456 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 82 | Optiver Holding B.V. | 206 | -59.3% | $2,433 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 83 | Jones Financial Companies Lllp | 36 | New | $430 | 0.0% | New | 1 | SEC ↗ |
| 84 | National Bank Of Canada /Fi/ | 21 | +250.0% | $248 | 0.0% | ▲ Add | 3 | SEC ↗ |
“Their weight” = the position's share of that manager's reported 13F equity value — the conviction measure. ✦ = curated manager.
New buyers
| Federated Hermes, Inc. | $3.50M | 0.0% |
| Norges Bank | $1.59M | 0.0% |
| Tidal Investments LLC | $987,340 | 0.0% |
| Prudential Financial Inc | $353,532 | 0.0% |
| Universal- Beteiligungs- und… | $274,370 | 0.0% |
| Mitsubishi UFJ Trust &… | $204,573 | 0.0% |
| Amundi | $187,661 | 0.0% |
| Captrust Financial Advisors | $139,429 | 0.0% |
| Jones Financial Companies Lllp | $430 | 0.0% |
Exited
| Jane Street Group, Llc | $4.34M | was 0.0% |
| Millennium Management | $1.69M | was 0.0% |
| Renaissance Technologies | $207,980 | was 0.0% |
| Northwestern Mutual Wealth… | $131,400 | was 0.0% |
| Truist Financial Corp | $98,550 | was 0.0% |
| Simplex Trading, Llc | $4,158 | 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: Q2 2026 ·
Methodology ·
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