Custom Truck One Source Ownership | Who Owns Custom Truck One Source?
Custom Truck One Source Ownership Summary
Custom Truck One Source is owned by 92.74% institutional investors, 4.46% insiders, and 2.80% retail investors. Platinum equity advisors, llc/de is the largest institutional shareholder, holding 69.21% of CTOS shares. Global X US Infrastructure Dev ETF is the top mutual fund, with 2.42% of its assets in Custom Truck One Source shares.
CTOS Ownership Benchmark
| Type | Name | % Inst | % Insiders | % Retail |
|---|---|---|---|---|
| Stock | Custom Truck One Source | 92.74% | 4.46% | 2.80% |
| Sector | Industrials Stocks | 47.66% | 12.56% | 39.78% |
| Industry | Rental & Leasing Service Stocks | 43.65% | 12.79% | 43.56% |
Institutional Shareholders
Top Institutional Shareholders by Total Shares
| Holder | Shares | % Holding | Value |
|---|---|---|---|
| Platinum equity advisors, llc/de | 156.74M | 69.21% | $1.01B |
| Canvas wealth advisors | 7.02M | 3.10% | $46.12M |
| Dimensional fund advisors lp | 5.60M | 2.47% | $36.81M |
| Boston partners | 5.48M | 2.42% | $35.15M |
| Mirae asset global etfs | 5.31M | 2.34% | $34.09M |
| Blackrock funding, inc. /de | 4.31M | 1.90% | $24.84M |
| Allspring global investments | 3.91M | 1.73% | $25.91M |
| Blackrock | 3.74M | 1.56% | $16.27M |
| Vanguard group | 3.47M | 1.53% | $19.97M |
| T. rowe price investment management | 2.32M | 1.02% | $14.87M |
Top Institutional Shareholders by % of Total Assets
| Holder | Shares | % Assets | Value |
|---|---|---|---|
| Platinum equity advisors, llc/de | 156.74M | 13.07% | $1.01B |
| Canvas wealth advisors | 7.02M | 7.84% | $46.12M |
| Ack asset management | 1.93M | 1.55% | $12.36M |
| Intrinsic edge capital management | 779.62K | 0.80% | $4.49M |
| Sandler capital management | 221.29K | 0.42% | $1.42M |
| Register financial advisors | 171.20K | 0.42% | $1.12M |
| Heartland advisors | 1.00M | 0.34% | $6.57M |
| Sendero wealth management | 390.80K | 0.28% | $2.57M |
| Efg asset management (north america) | 274.67K | 0.23% | $1.76M |
| Portolan capital management | 649.08K | 0.23% | $4.17M |
Top Buyers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Dimensional fund advisors lp | 5.60M | 0.01% | 741.86K |
| Portolan capital management | 649.08K | 0.23% | 649.08K |
| Empowered funds | 737.18K | 0.03% | 416.83K |
| Vanguard fiduciary trust | 404.55K | 0.00% | 404.55K |
| Intrinsic edge capital management | 779.62K | 0.80% | 380.00K |
Top Sellers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Ecp controlco | - | - | -16.29M |
| T. rowe price investment management | 2.32M | 0.01% | -5.49M |
| Mirae asset global investments | - | - | -1.82M |
| R.p. boggs | - | - | -1.37M |
| Federated hermes | - | - | -1.07M |
New Positions
| Holder | Shares | % Assets | Change | Value |
|---|---|---|---|---|
| Vanguard fiduciary trust | 404.55K | 0.00% | 404.55K | $2.66M |
| Private capital management | 330.00K | 0.19% | 330.00K | $2.12M |
| Arrowstreet capital, limited partnership | 281.72K | 0.00% | 281.72K | $1.81M |
| Efg asset management (north america) | 274.67K | 0.23% | 274.67K | $1.76M |
| Voleon capital management lp | 267.54K | 0.04% | 267.54K | $1.72M |
Sold Out
| Holder | Change |
|---|---|
| Nelson, van denburg & campbell wealth management group | -12.00 |
| Larson financial group | -30.00 |
| Stephens consulting | -75.00 |
| Quadrant capital group | -85.00 |
| North star investment management | -100.00 |
Institutional Ownership Trends
| Date | Holdings | Change % | Shares | Change % | Ownership | Change % | Increased Position | Change % | Decreased Position | Change % |
|---|---|---|---|---|---|---|---|---|---|---|
| Dec 31, 2025 | 121 | -16.55% | 210,110,913 | -2.40% | 92 | 1.03% | 65 | -22.62% | 32 | 14.29% |
| Sep 30, 2025 | 142 | 11.81% | 215,201,423 | -0.59% | 95 | 1.04% | 82 | - | 28 | 12.00% |
| Jun 30, 2025 | 126 | -10.64% | 216,480,863 | 1.40% | 95 | 1.09% | 81 | 5.19% | 25 | -34.21% |
| Mar 31, 2025 | 4 | -96.80% | 156,783,340 | -29.41% | 68 | 0.77% | 3 | -94.55% | 1 | -97.78% |
| Dec 31, 2024 | 124 | 2.48% | 222,110,483 | 1.04% | 94 | 1.08% | 54 | -6.90% | 45 | 12.50% |
Top Mutual Funds Shareholders
| Holder | Shares | % Holding | Change |
|---|---|---|---|
| Global X US Infrastructure Dev ETF | 5.50M | 2.42% | 18.02K |
| Allspring Special Small Cap Value A | 3.00M | 1.32% | - |
| T. Rowe Price US Small-Cap Core Equity | 1.99M | 0.88% | 26.67K |
| T. Rowe Price Small-Cap Value | 1.91M | 0.84% | -162.73K |
| Vanguard US Total Market Shares ETF | 1.83M | 0.81% | - |
| Vanguard Total Stock Mkt Idx Inv | 1.78M | 0.78% | - |
| iShares Russell 2000 ETF | 1.44M | 0.63% | 12.13K |
| ClearBridge Small Cap | 1.34M | 0.59% | - |
| ClearBridge Small Cap C | 1.34M | 0.59% | - |
| T. Rowe Price U.S. SC Value Eq Tr-D | 1.17M | 0.52% | 5.88K |
Recent Insider Transactions
| Date | Name | Role | Activity | Value |
|---|---|---|---|---|
| Jan 30, 2025 | PE One Source Holdings, LLC | - | Buy | $32.57M |
| Jan 30, 2025 | PLATINUM EQUITY, LLC | - | Buy | $32.57M |
| Sep 05, 2024 | ECP ControlCo, LLC | - | Sell | $8.05M |
| Sep 05, 2024 | NESCO Holdings, LP | - | Sell | $8.05M |
| Aug 27, 2024 | Energy Capital Partners Management, LP | - | Sell | $77.69K |
Insider Transactions Trends
| Date | Buy | Sell |
|---|---|---|
| 2026 Q2 | - | - |
| 2026 Q1 | - | - |
| 2025 Q4 | - | - |
| 2025 Q2 | - | - |
| 2025 Q1 | 2 | - |
CTOS Ownership FAQ
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