Custom Truck One Source Ownership | Who Owns Custom Truck One Source?
Custom Truck One Source Ownership Summary
Custom Truck One Source is owned by 17.42% institutional investors, 4.70% insiders, and 77.88% retail investors. Platinum equity advisors, llc/de is the largest institutional shareholder, holding 69.18% 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 | 17.42% | 4.70% | 77.88% |
| Sector | Industrials Stocks | 48.69% | 15.99% | 35.32% |
| Industry | Rental & Leasing Service Stocks | 43.53% | 13.49% | 42.99% |
Institutional Shareholders
Top Institutional Shareholders by Total Shares
| Holder | Shares | % Holding | Value |
|---|---|---|---|
| Platinum equity advisors, llc/de | 156.74M | 69.18% | $1.03B |
| Canvas wealth advisors | 7.02M | 3.10% | $46.12M |
| Mirae asset global etfs | 5.67M | 2.50% | $37.28M |
| Dimensional fund advisors lp | 5.60M | 2.47% | $36.81M |
| Blackrock funding, inc. /de | 4.25M | 1.88% | $27.94M |
| Allspring global investments | 3.91M | 1.73% | $25.91M |
| Blackrock | 3.74M | 1.56% | $16.27M |
| Vanguard group | 3.47M | 1.53% | $19.97M |
| Alyeska investment group | 2.83M | 1.25% | $18.57M |
| Boston partners | 2.02M | 0.89% | $13.25M |
Top Institutional Shareholders by % of Total Assets
| Holder | Shares | % Assets | Value |
|---|---|---|---|
| Platinum equity advisors, llc/de | 156.74M | 11.60% | $1.03B |
| Canvas wealth advisors | 7.02M | 7.84% | $46.12M |
| Intrinsic edge capital management | 779.62K | 0.80% | $4.49M |
| Sandler capital management | 123.28K | 0.42% | $809.96K |
| 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 |
| Entrypoint capital | 147.18K | 0.28% | $966.95K |
| 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 |
|---|---|---|---|
| Jpmorgan chase | 770.22K | 0.00% | 744.87K |
| Dimensional fund advisors lp | 5.60M | 0.01% | 741.86K |
| Portolan capital management | 649.08K | 0.23% | 649.08K |
| Arrowstreet capital, limited partnership | 1.06M | 0.00% | 642.11K |
| Mackenzie financial | 589.10K | 0.00% | 589.10K |
Top Sellers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Ecp controlco | - | - | -16.29M |
| Mirae asset global investments | - | - | -1.82M |
| Boston partners | 2.02M | 0.01% | -1.78M |
| R.p. boggs | - | - | -1.37M |
| Federated hermes | - | - | -1.07M |
New Positions
| Holder | Shares | % Assets | Change | Value |
|---|---|---|---|---|
| Mackenzie financial | 589.10K | 0.00% | 589.10K | $3.87M |
| Hotchkis & wiley capital management | 452.64K | 0.01% | 452.64K | $2.97M |
| Hrt financial lp | 411.89K | 0.01% | 411.89K | $2.71M |
| Vanguard fiduciary trust | 404.55K | 0.00% | 404.55K | $2.66M |
| Silvercrest asset management group | 394.42K | 0.02% | 394.42K | $2.59M |
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 % |
|---|---|---|---|---|---|---|---|---|---|---|
| Mar 31, 2026 | 102 | -33.77% | 39,469,036 | -81.77% | 17 | 0.19% | 55 | -35.29% | 30 | -30.23% |
| 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% |
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
Try Tickergate Pro Free
Customize Everything. 100% Flexibility. Fast and Easy to Use (No code or Excel Needed)
Customize your own personal stocks lists, views and charts
Choose from hundreds of fields, up to 15 years of history
Conduct deep comparison analysis
Discover trending investment themes
Find your next best investment
Research stocks using tools