Custom Truck One Source Ownership | Who Owns Custom Truck One Source?
Custom Truck One Source Ownership Summary
Custom Truck One Source is owned by 95.59% institutional investors, 4.51% insiders. 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 2.15% of its assets in Custom Truck One Source shares.
CTOS Ownership Benchmark
| Type | Name | % Inst | % Insiders | % Retail |
|---|---|---|---|---|
| Stock | Custom Truck One Source | 95.59% | 4.51% | -0.10% |
| Sector | Industrials Stocks | 64.07% | 12.69% | 23.24% |
| Industry | Rental & Leasing Service Stocks | 72.43% | 12.54% | 15.04% |
Institutional Shareholders
Top Institutional Shareholders by Total Shares
| Holder | Shares | % Holding | Value |
|---|---|---|---|
| Platinum equity advisors, llc/de | 156.74M | 69.21% | $774.31M |
| T. rowe price investment management | 7.80M | 3.44% | $38.54M |
| Canvas wealth advisors | 4.76M | 2.10% | $28.33M |
| Blackrock funding, inc. /de | 4.19M | 1.85% | $20.68M |
| Allspring global investments | 4.21M | 1.80% | $20.40M |
| Vanguard group | 3.90M | 1.67% | $18.78M |
| Boston partners | 3.80M | 1.62% | $18.27M |
| Mirae asset global etfs | 3.66M | 1.56% | $17.60M |
| Blackrock | 3.74M | 1.56% | $16.27M |
| Dimensional fund advisors lp | 2.78M | 1.19% | $13.36M |
Top Institutional Shareholders by % of Total Assets
| Holder | Shares | % Assets | Value |
|---|---|---|---|
| Platinum equity advisors, llc/de | 156.74M | 14.73% | $774.31M |
| Canvas wealth advisors | 4.76M | 5.59% | $28.33M |
| Ack asset management | 1.88M | 1.22% | $9.26M |
| Heartland advisors | 1.20M | 0.31% | $5.77M |
| Register financial advisors | 97.80K | 0.24% | $470.42K |
| Sendero wealth management | 162.80K | 0.12% | $783.07K |
| Stoneridge investment partners | 30.34K | 0.11% | $150.00K |
| Entrypoint capital | 35.36K | 0.09% | $174.66K |
| Biondo investment advisors | 114.00K | 0.07% | $563.16K |
| Gsa capital partners llp | 184.28K | 0.07% | $886.00K |
Top Buyers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Boston partners | 3.80M | 0.02% | 3.80M |
| Ack asset management | 1.88M | 1.22% | 1.88M |
| Russell investments group | 1.51M | 0.01% | 1.51M |
| Vanguard group | 3.90M | 0.00% | 592.57K |
| Blackrock funding, inc. /de | 4.19M | 0.00% | 527.08K |
Top Sellers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Ecp controlco | - | - | -16.29M |
| Mirae asset global investments | - | - | -1.82M |
| Portolan capital management | - | - | -1.40M |
| R.p. boggs | - | - | -1.37M |
| Federated hermes | - | - | -1.07M |
New Positions
| Holder | Shares | % Assets | Change | Value |
|---|---|---|---|---|
| Boston partners | 3.80M | 0.02% | 3.80M | $18.27M |
| Ack asset management | 1.88M | 1.22% | 1.88M | $9.26M |
| Empowered funds | 133.21K | 0.01% | 133.21K | $658.08K |
| American century companies | 68.77K | 0.00% | 68.77K | $339.70K |
| Los angeles capital management | 44.66K | 0.00% | 44.66K | $220.65K |
Sold Out
| Holder | Change |
|---|---|
| Nelson, van denburg & campbell wealth management group | -12.00 |
| Larson financial group | -30.00 |
| True wealth design | -46.00 |
| Stephens consulting | -75.00 |
| Nisa investment advisors | -84.00 |
Institutional Ownership Trends
| Date | Holdings | Change % | Shares | Change % | Ownership | Change % | Increased Position | Change % | Decreased Position | Change % |
|---|---|---|---|---|---|---|---|---|---|---|
| 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% |
| Sep 30, 2024 | 120 | 6.19% | 219,754,994 | 0.08% | 93 | 1.12% | 58 | -12.12% | 40 | 33.33% |
| Jun 30, 2024 | 113 | -7.38% | 219,585,378 | 2.40% | 91 | 1.15% | 66 | 20.00% | 30 | -30.23% |
Top Mutual Funds Shareholders
| Holder | Shares | % Holding | Change |
|---|---|---|---|
| Global X US Infrastructure Dev ETF | 4.87M | 2.15% | - |
| Allspring Special Small Cap Value A | 3.48M | 1.53% | - |
| T. Rowe Price Small-Cap Value | 2.07M | 0.91% | -2.42K |
| T. Rowe Price US Small-Cap Core Equity | 1.99M | 0.88% | 26.67K |
| T. Rowe Price Small-Cap Stock | 1.99M | 0.88% | -2.33K |
| Column Small Cap Select | 1.88M | 0.83% | 470.29K |
| Vanguard US Total Market Shares ETF | 1.83M | 0.81% | - |
| Vanguard Total Stock Mkt Idx Inv | 1.66M | 0.73% | -36.65K |
| iShares Russell 2000 ETF | 1.43M | 0.63% | -27.09K |
| ClearBridge Small Cap | 1.34M | 0.59% | 29.70K |
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 |
|---|---|---|
| 2025 Q2 | - | - |
| 2025 Q1 | 2 | - |
| 2024 Q4 | - | - |
| 2024 Q3 | 2 | 3 |
| 2024 Q2 | 6 | - |
CTOS Ownership FAQ
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