CTOS Institutional Ownership & Shareholders
CUSTOM TRUCK ONE SOURCE INC (CTOS) is currently held by 186 institutional investors tracked by InsiderSet, with a combined reported market value of approximately $2.58B based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026.
Platinum Equity Advisors, Llc/De is currently the largest disclosed institutional shareholder of CTOS tracked by InsiderSet, reporting ownership valued at approximately $1.85B in its June 30, 2026 SEC Form 13F filing. Based on current market prices and the latest disclosed share count, the position is now estimated to be worth approximately $1.46B, representing an estimated loss of -21.00% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 86% of the total disclosed CTOS value among the investors covered in this analysis. Major shareholders include Platinum Equity Advisors, Llc/De, Mirae Asset Global Etfs Holdings Ltd., Canvas Wealth Advisors, Llc, and several other long-term asset managers with concentrated positions in CUSTOM TRUCK ONE SOURCE INC (CTOS).
This page ranks the largest institutional CTOS shareholders using publicly disclosed SEC Form 13F data, including reported values, estimated current holding values, portfolio allocation percentages, ownership concentration metrics, and historical holding changes across major hedge funds and investment firms.
Institutional Holders
186
Total Reported Value
$2.58B
Largest Holder
Platinum Equity Advisors, Llc/De
Largest Position
$1.85B
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
67
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Platinum Equity Advisors, Llc/De | 20.66% | 156,743,635 | $1,851,142,329 | $1,462,418,115 | -$388,724,214 | -21.00% | |
| Mirae Asset Global Etfs Holdings Ltd. | 0.09% | 6,156,876 | $72,713,927 | $57,443,653 | -$15,270,274 | -21.00% | |
| Canvas Wealth Advisors, Llc | 8.65% | 6,010,311 | $65,632,596 | $56,076,202 | -$9,556,394 | -14.56% | |
| Dimensional Fund Advisors Lp | 0.01% | 6,399,299 | $58,299,513 | $59,705,460 | +$1,405,947 | +2.41% | |
| Blackrock, Inc. | 0.00% | 4,574,024 | $54,019,223 | $42,675,644 | -$11,343,579 | -21.00% | |
| Vanguard Capital Management Llc | 0.00% | 2,578,410 | $30,451,022 | $24,056,565 | -$6,394,457 | -21.00% | |
| Arrowstreet Capital, Limited Partnership | 0.01% | 2,202,031 | $26,005,986 | $20,544,949 | -$5,461,037 | -21.00% | |
| Allspring Global Investments Holdings, Llc | 0.04% | 2,391,250 | $22,669,050 | $22,310,363 | -$358,688 | -1.58% | |
| Goldman Sachs Group Inc | 0.00% | 1,877,617 | $22,174,656 | $17,518,167 | -$4,656,489 | -21.00% | |
| Alyeska Investment Group, L.P. | 0.05% | 1,642,331 | $19,395,929 | $15,322,948 | -$4,072,981 | -21.00% | |
| Boston Partners | 0.02% | 1,625,092 | $19,185,028 | $15,162,108 | -$4,022,920 | -20.97% | |
| Jpmorgan Chase & Co | 0.00% | 1,587,319 | $18,968,463 | $14,809,686 | -$4,158,777 | -21.92% | |
| State Street Corp | 0.00% | 1,518,554 | $17,934,123 | $14,168,109 | -$3,766,014 | -21.00% | |
| First Trust Advisors Lp | 0.01% | 1,510,931 | $17,844,095 | $14,096,986 | -$3,747,109 | -21.00% | |
| Geode Capital Management, Llc | 0.00% | 1,708,795 | $15,570,542 | $15,943,057 | +$372,515 | +2.39% | |
| Morgan Stanley | 0.00% | 1,258,227 | $14,859,662 | $11,739,258 | -$3,120,404 | -21.00% | |
| Bank Of America Corp | 0.00% | 1,193,457 | $14,094,726 | $11,134,954 | -$2,959,772 | -21.00% | |
| Algert Global Llc | 0.16% | 1,174,190 | $13,867,184 | $10,955,193 | -$2,911,991 | -21.00% | |
| Clearbridge Investments, Llc | 0.01% | 1,006,418 | $11,885,796 | $9,389,880 | -$2,495,916 | -21.00% | |
| Vanguard Portfolio Management Llc | 0.00% | 954,705 | $11,275,066 | $8,907,398 | -$2,367,668 | -21.00% | |
| Bridgeway Capital Management, Llc | 0.19% | 908,125 | $10,724,956 | $8,472,806 | -$2,252,150 | -21.00% | |
| Empowered Funds, Llc | 0.05% | 873,125 | $10,311,606 | $8,146,256 | -$2,165,350 | -21.00% | |
| First Eagle U.S. Value | Jean-Marie Eveillard | 0.02% | 861,753 | $10,177,303 | $8,040,155 | -$2,137,148 | -21.00% |
| Mackenzie Financial Corp | 0.01% | 982,077 | $8,946,721 | $9,162,778 | +$216,057 | +2.41% | |
| Aqr Capital Management Llc | 0.00% | 753,989 | $8,904,609 | $7,034,717 | -$1,869,892 | -21.00% | |
| Heartland Advisors Inc | 0.37% | 700,000 | $8,267,000 | $6,531,000 | -$1,736,000 | -21.00% | |
| Intrinsic Edge Capital Management Llc | 1.00% | 685,622 | $8,097,196 | $6,396,853 | -$1,700,343 | -21.00% | |
| D. E. Shaw & Co., Inc. | 0.00% | 623,637 | $7,365,153 | $5,818,533 | -$1,546,620 | -21.00% | |
| Northern Trust Corp | 0.00% | 607,658 | $7,176,442 | $5,669,449 | -$1,506,993 | -21.00% | |
| Russell Investments Group, Ltd. | 0.01% | 751,941 | $6,850,186 | $7,015,610 | +$165,424 | +2.41% | |
| Charles Schwab Investment Management Inc | 0.00% | 515,084 | $6,083,142 | $4,805,734 | -$1,277,408 | -21.00% | |
| Silvercrest Asset Management Group Llc | 0.04% | 509,469 | $6,016,829 | $4,753,346 | -$1,263,483 | -21.00% | |
| Walleye Capital Llc | 0.03% | 463,475 | $5,473,640 | $4,324,222 | -$1,149,418 | -21.00% | |
| Hotchkis & Wiley Capital Management Llc | 0.02% | 439,840 | $5,194,510 | $4,103,707 | -$1,090,803 | -21.00% | |
| Vanguard Fiduciary Trust Co | 0.00% | 431,711 | $5,098,507 | $4,027,864 | -$1,070,643 | -21.00% | |
| Invesco Ltd. | 0.00% | 354,702 | $4,189,031 | $3,309,370 | -$879,661 | -21.00% | |
| Sendero Wealth Management, Llc | 0.42% | 457,766 | $4,170,249 | $4,270,957 | +$100,708 | +2.41% | |
| Efg International Ag | 0.07% | 344,458 | $4,066,328 | $3,213,793 | -$852,535 | -20.97% | |
| Voleon Capital Management Lp | 0.07% | 342,120 | $4,040,437 | $3,191,980 | -$848,457 | -21.00% | |
| Bnp Paribas Financial Markets | 0.00% | 321,210 | $3,793,490 | $2,996,889 | -$796,601 | -21.00% | |
| Federated Hermes, Inc. | 0.01% | 296,020 | $3,495,996 | $2,761,867 | -$734,129 | -21.00% | |
| Hrt Financial Lp | 0.01% | 254,651 | $3,007,000 | $2,375,894 | -$631,106 | -20.99% | |
| Gilder Gagnon Howe & Co Llc | 0.03% | 216,872 | $2,561,258 | $2,023,416 | -$537,842 | -21.00% | |
| Sei Investments Co | 0.00% | 215,771 | $2,548,261 | $2,013,143 | -$535,118 | -21.00% | |
| Occudo Quantitative Strategies Lp | 0.13% | 200,573 | $2,368,767 | $1,871,346 | -$497,421 | -21.00% | |
| Mariner, Llc | 0.00% | 190,057 | $2,244,586 | $1,773,232 | -$471,354 | -21.00% | |
| Point72 Asset Management, L.P. | 0.00% | 179,100 | $2,115,171 | $1,671,003 | -$444,168 | -21.00% | |
| Nuveen, Llc | 0.00% | 152,072 | $1,795,970 | $1,418,832 | -$377,138 | -21.00% | |
| Ubs Group Ag | 0.00% | 150,891 | $1,782,023 | $1,407,813 | -$374,210 | -21.00% | |
| Norges Bank | 0.00% | 134,400 | $1,587,264 | $1,253,952 | -$333,312 | -21.00% |
Frequently asked questions about CTOS
Who are the largest institutional holders of CTOS?
The largest institutional holders of CTOS reported in the latest SEC Form 13F filings include Platinum Equity Advisors, Llc/De, Mirae Asset Global Etfs Holdings Ltd., Canvas Wealth Advisors, Llc, Dimensional Fund Advisors Lp, and Blackrock, Inc.. InsiderSet ranks institutional holders by their latest reported CTOS position.
What is CTOS institutional ownership?
This page tracks CTOS positions reported by institutional investment managers through SEC Form 13F. CUSTOM TRUCK ONE SOURCE INC (CTOS) institutional ownership on InsiderSet reflects disclosed 13F holdings among the managers we analyze, not every shareholder of the stock.
How many institutions own CTOS?
InsiderSet currently tracks 186 institutional managers reporting CTOS holdings in the latest available 13F data. This count reflects institutions included in the SEC Form 13F filings analyzed by InsiderSet and should not be interpreted as the total number of CTOS shareholders.
How much CTOS stock do institutions own?
Institutional investment managers disclosed approximately $2.58B in CTOS holdings for Q2 2026. This figure is reported 13F value as of the filing period, not necessarily today's market value.
When was CTOS institutional ownership last updated?
The latest CTOS institutional ownership data on InsiderSet is based on SEC Form 13F filings for the quarter ended June 30, 2026. Form 13F filings are generally reported after the quarter ends, so the holdings shown represent the latest publicly disclosed positions rather than real-time institutional holdings.
Are institutional CTOS holdings real-time?
No. Form 13F data is not real-time. It represents positions reported by institutional investment managers as of the end of the reporting quarter. An institution may have changed its CTOS position after the reporting date.
Are institutions buying or selling CTOS?
Institutional buying and selling can be analyzed by comparing CTOS positions across consecutive 13F reporting periods. InsiderSet's CTOS Ownership Changes page shows institutions that increased, reduced, initiated, or exited positions based on reported 13F holdings. View CTOS ownership changes.
How has CTOS institutional ownership changed over time?
InsiderSet tracks CTOS institutional holdings across multiple 13F reporting periods, allowing investors to compare institutional holder counts, reported value, and reported shares over time.