Custom Truck One Source, Inc. 13F holders
186 funds reported a position in Custom Truck One Source, Inc. in their 13F for the quarter ended 30 June 2026, together 223.4 million shares worth $2.64 billion. Against the quarter before, 31 opened a position, 76 added, 56 trimmed and 20 sold out; together they bought a net 3.4 million shares. The largest holders: Platinum Equity Advisors, LLC, Dimensional Fund Advisors LP and Mirae Asset Global ETFS Holdings Ltd.
What each fund did in CTOS against its 13F for the quarter before; a change under 0.1% of a holding counts as held
Funds reporting a position in CTOS in their 13F, each quarter; hover a bar for the shares they held
Filed so far for the quarter to 30 September 2026
2,671 funds have filed their 13F for the quarter so far; the rest are due by 16 November 2026. Of those, 21 reported a position in Custom Truck One Source, Inc.: 2 opened one, 6 added, 3 trimmed and 2 sold out, a net 23,475 shares bought.
| Fund | Change in shares | Shares now | Status | Filing |
|---|---|---|---|---|
| Prevail Innovative Wealth Advisors, LLC | +11,001 | 11,001 | new | 13F |
| State of Alaska, Department of Revenue | +10,341 | 10,341 | new | 13F |
| Sterling Capital Management LLC | +1,502 | 1,876 | added | 13F |
| Gamma Investing LLC | +888 | 3,143 | added | 13F |
| Wealth Enhancement Advisory Services, LLC | -693 | 21,067 | trimmed | 13F |
| Nisa Investment Advisors, LLC | +432 | 5,614 | added | 13F |
| Harbor Capital Advisors, Inc. | +172 | 1,990 | added | 13F |
| SBI Securities Co., Ltd. | -20 | 5 | trimmed | 13F |
| Farther Finance Advisors, LLC | +20 | 640 | added | 13F |
| SJS Investment Consulting Inc. | +10 | 240 | added | 13F |
| Essential Partners LLC | -1 | 343 | trimmed | 13F |
| Physician Wealth Advisors, Inc. | -33 | 0 | sold out | 13F |
| Wealth Enhancement Trust Services, Inc. | -144 | 0 | sold out | 13F |
The largest moves in the name among the funds that have filed, against each fund's previous 13F.
The well-known funds
Of the 44 funds followed here, 7 reported a position in Custom Truck One Source, Inc. in a 13F for the quarter ended 30 June 2026. The largest: Geode Capital Management, 1.7 million shares worth $20.4 million, 0.0% of its reported book. Sold out: Renaissance Technologies, Millennium Management. In the quarter, 2 funds added or opened a position and 6 trimmed or sold out; together they sold a net 1.5 million shares, about $18.1 million at the funds' own value per share on 30 June 2026. A change under 0.1% of a holding counts as held.
| Fund | Shares | Value | Of its book | Change on the quarter | Status | Quarter ended | Filing |
|---|---|---|---|---|---|---|---|
| Geode Capital Management | 1,727,646 | $20.4 million | 0.0% | +257,010 | added | 30 June 2026 | 13F |
| Alyeska | 1,642,331 | $19.4 million | 0.0% | -1,183,489 | trimmed | 30 June 2026 | 13F |
| Point72 Asset Management | 179,100 | $2.1 million | 0.0% | -63,089 | trimmed | 30 June 2026 | 13F |
| Norges Bank | 134,400 | $1.6 million | 0.0% | held | 30 June 2026 | 13F | |
| FMR LLC | 117,428 | $1.4 million | 0.0% | +11,166 | added | 30 June 2026 | 13F |
| Citadel Advisors | 23,304 | $275,220 | 0.0% | -257,057 | trimmed | 30 June 2026 | 13F |
| Two Sigma Investments | 19,152 | $226,185 | 0.0% | -11,000 | trimmed | 30 June 2026 | 13F |
| Renaissance Technologies | 0 | $0 | 0.0% | -31,656 | exited | 30 June 2026 | 13F |
| Millennium Management | 0 | $0 | 0.0% | -257,825 | exited | 30 June 2026 | 13F |
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Change is shares against the fund's previous 13F; a fund with one filing read shows no change. 13Fs cover long US positions of managers above $100 million and are filed up to 45 days after the quarter.The largest holders
| Fund | Shares | Share of all | Value | Of its book | Change in shares | Filing |
|---|---|---|---|---|---|---|
| Platinum Equity Advisors, LLC | 156,743,635 | 70.17% | $1.85 billion | 20.66% | no change | 13F |
| Dimensional Fund Advisors LP | 6,172,555 | 2.76% | $72.9 million | 0.01% | +569,717 | 13F |
| Mirae Asset Global ETFS Holdings Ltd. | 6,156,876 | 2.76% | $72.7 million | 0.09% | +481,958 | 13F |
| Canvas Wealth Advisors, LLC | 5,982,649 | 2.68% | $70.7 million | 9.86% | -1,036,877 | 13F |
| BlackRock, Inc. | 4,574,024 | 2.05% | $54.0 million | 0.00% | +321,052 | 13F |
| Vanguard Capital Management LLC | 2,578,410 | 1.15% | $30.5 million | 0.00% | +52,666 | 13F |
| Allspring Global Investments Holdings, LLC | 2,692,878 | 1.21% | $29.7 million | 0.05% | -1,221,255 | 13F |
| Arrowstreet Capital, Limited Partnership | 2,202,031 | 0.99% | $26.0 million | 0.01% | +1,145,481 | 13F |
| Goldman Sachs Group Inc. | 1,877,617 | 0.84% | $22.2 million | 0.00% | +1,361,882 | 13F |
| Geode Capital Management, LLC | 1,727,646 | 0.77% | $20.4 million | 0.00% | +257,010 | 13F |
| First Eagle Investment Management, LLC | 1,723,506 | 0.77% | $20.4 million | 0.02% | 13F | |
| Alyeska Investment Group, L.P. | 1,642,331 | 0.74% | $19.4 million | 0.05% | -1,183,489 | 13F |
| Boston Partners | 1,625,092 | 0.73% | $19.2 million | 0.02% | -391,314 | 13F |
| JPMorgan Chase & Co. | 1,587,319 | 0.71% | $19.0 million | 0.00% | +817,100 | 13F |
| State Street Corp. | 1,518,554 | 0.68% | $17.9 million | 0.00% | +32,503 | 13F |
| First Trust Advisors LP | 1,510,931 | 0.68% | $17.8 million | 0.01% | +209,580 | 13F |
| Morgan Stanley | 1,258,227 | 0.56% | $14.9 million | 0.00% | +360,702 | 13F |
| Bank of America Corp. | 1,193,457 | 0.53% | $14.1 million | 0.00% | -2,379 | 13F |
| Algert Global LLC | 1,174,190 | 0.53% | $13.9 million | 0.17% | +978,430 | 13F |
| Clearbridge Investments, LLC | 1,006,418 | 0.45% | $11.9 million | 0.01% | -397,547 | 13F |
| Vanguard Portfolio Management LLC | 954,705 | 0.43% | $11.3 million | 0.00% | +447,396 | 13F |
| Bridgeway Capital Management, LLC | 908,125 | 0.41% | $10.7 million | 0.19% | +63,010 | 13F |
| Mackenzie Financial Corp. | 885,956 | 0.40% | $10.5 million | 0.01% | +296,856 | 13F |
| Empowered Funds, LLC | 873,125 | 0.39% | $10.3 million | 0.05% | +63,010 | 13F |
| AQR Capital Management LLC | 753,989 | 0.34% | $8.9 million | 0.00% | +103,289 | 13F |
| Heartland Advisors Inc. | 700,000 | 0.31% | $8.3 million | 0.37% | -300,000 | 13F |
| Intrinsic Edge Capital Management LLC | 685,622 | 0.31% | $8.1 million | 1.00% | -194,000 | 13F |
| D. E. Shaw & Co., Inc. | 623,637 | 0.28% | $7.4 million | 0.01% | +440,852 | 13F |
| Northern Trust Corp. | 607,658 | 0.27% | $7.2 million | 0.00% | +118,582 | 13F |
| Russell Investments Group, Ltd. | 529,692 | 0.24% | $6.3 million | 0.01% | -13,173 | 13F |
| Charles Schwab Investment Management Inc. | 515,084 | 0.23% | $6.1 million | 0.00% | -2,327 | 13F |
| Silvercrest Asset Management Group LLC | 509,469 | 0.23% | $6.0 million | 0.04% | +115,053 | 13F |
| Walleye Capital LLC | 463,475 | 0.21% | $5.5 million | 0.03% | new | 13F |
| Sendero Wealth Management, LLC | 457,766 | 0.20% | $5.4 million | 0.54% | +66,969 | 13F |
| Hotchkis & Wiley Capital Management LLC | 439,840 | 0.20% | $5.2 million | 0.01% | -12,800 | 13F |
| Vanguard Fiduciary Trust Co. | 431,711 | 0.19% | $5.1 million | 0.00% | +27,163 | 13F |
| Citigroup Inc. | 412,085 | 0.18% | $4.9 million | 0.00% | +27,373 | 13F |
| Invesco Ltd. | 354,702 | 0.16% | $4.2 million | 0.00% | +110,597 | 13F |
| EFG International AG | 344,458 | 0.15% | $4.1 million | 0.07% | -6,543 | 13F |
| Voleon Capital Management LP | 342,120 | 0.15% | $4.0 million | 0.07% | +121,946 | 13F |
| BNP Paribas Financial Markets | 321,210 | 0.14% | $3.8 million | 0.00% | +176,315 | 13F |
| Federated Hermes, Inc. | 296,020 | 0.13% | $3.5 million | 0.01% | new | 13F |
| HRT Financial LP | 254,651 | 0.11% | $3.0 million | 0.01% | -157,241 | 13F |
| Y.D. More Investments Ltd | 254,500 | 0.11% | $3.0 million | 0.09% | new | 13F |
| Gilder Gagnon Howe & Co. LLC | 216,872 | 0.10% | $2.6 million | 0.03% | -1,005 | 13F |
| Sei Investments Co. | 215,771 | 0.10% | $2.5 million | 0.00% | -11,797 | 13F |
| Occudo Quantitative Strategies LP | 200,573 | 0.09% | $2.4 million | 0.13% | new | 13F |
| Mariner, LLC | 190,057 | 0.09% | $2.2 million | 0.00% | +21,850 | 13F |
| Point72 Asset Management, L.P. | 179,100 | 0.08% | $2.1 million | 0.00% | -63,089 | 13F |
| Register Financial Advisors LLC | 170,200 | 0.08% | $2.0 million | 0.62% | -1,000 | 13F |
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Share of all is the fund's part of all the shares the funds reported. Change is shares against the fund's 13F for the quarter before. A 13F lists a manager's long positions in US-listed shares at the quarter's end. What is a 13F?Schedule 13D and 13G filed on the name, last twelve months
None in the last twelve months: no holder crossed 5%, changed materially, or filed an annual 13G in the window.
Fails to deliver
| Settlement date | Shares failed | Price | File |
|---|---|---|---|
| 30 September 2026 | 384 | $9.22 | SEC |
| 22 September 2026 | 307 | $9.38 | SEC |
| 16 September 2026 | 467 | $9.03 | SEC |
| 10 September 2026 | 24,497 | $9.25 | SEC |
| 9 September 2026 | 84,233 | $9.44 | SEC |
| 8 September 2026 | 49,879 | $9.19 | SEC |
| 4 September 2026 | 15,078 | $8.94 | SEC |
| 3 September 2026 | 40,333 | $8.97 | SEC |
| 2 September 2026 | 54,247 | $8.87 | SEC |
| 1 September 2026 | 29,077 | $9.21 | SEC |
| 31 August 2026 | 12,998 | $9.20 | SEC |
| 25 August 2026 | 89 | $9.77 | SEC |