Custom Truck One Source, Inc.
CTOS- Exchange
- NYSE
- Industry
- Services-Equipment Rental & Leasing, NEC
- SEC CIK
- 0001709682
No open-market purchases or sales by Custom Truck One Source, Inc. insiders were filed in the last 90 days; 186 institutions reported holding it in 13F filings for Q2 2026, worth $2.64B in total; no superinvestor holds it.
13F holders, Q2 2026
Institutional positions in Custom Truck One Source, Inc. as of Jun 30, 2026. Investment managers with $100 million or more in US stocks report their long positions on Form 13F within 45 days after each quarter ends. How 13F works
- Institutional holders
- 186
- +14 vs. Q1 2026
- Shares held
- 223.4M
- +4.48M (+2.0%) vs. Q1 2026
- Total value
- $2.64B
- +$1.20B (+83.3%) vs. Q1 2026
- New holders
- 34
- 77 more added
- Sold out
- 20
- 57 more reduced
3 institutions that held it in Q1 2026 haven't filed for Q2 2026 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2026: new holders, sold out and not filed yet
Holders and value by quarter
Institutions reporting CTOS on Form 13F each quarter since Q1 2021, and the total value they reported. Values are as of each quarter end, so they also move with the share price.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 186 | $2.64B |
| Q1 2026 | 175 | $1.44B |
| Q4 2025 | 157 | $1.25B |
| Q3 2025 | 147 | $1.38B |
| Q2 2025 | 131 | $1.08B |
| Q1 2025 | 143 | $899.6M |
| Q4 2024 | 126 | $1.07B |
| Q3 2024 | 122 | $760.9M |
| Q2 2024 | 114 | $957.7M |
| Q1 2024 | 120 | $1.25B |
| Q4 2023 | 115 | $1.34B |
| Q3 2023 | 110 | $1.39B |
| Q2 2023 | 107 | $1.53B |
| Q1 2023 | 101 | $1.60B |
| Q4 2022 | 86 | $1.45B |
| Q3 2022 | 87 | $474.6M |
| Q2 2022 | 89 | $454.1M |
| Q1 2022 | 83 | $665.2M |
| Q4 2021 | 88 | $602.0M |
| Q3 2021 | 72 | $2.03B |
| Q2 2021 | 71 | $2.03B |
| Q1 2021 | 2 | $718.0K |
Institutions, Q2 2026
Shares, value and share of portfolio for each institution holding Custom Truck One Source, Inc.; share changes are against Q1 2026.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Huntington National Bank | 1 | $12 | 0.00% | 00.0% | Unchanged |
| JPL Wealth Management, LLC | 8 | $95 | 0.00% | −4−33.3% | Reduced |
| National Bank of Canada | 21 | $248 | 0.00% | +15+250.0% | Added |
| SBI Securities Co., Ltd. | 25 | $295 | 0.00% | −37−59.7% | Reduced |
| UMA Financial Services, Inc. | 33 | $390 | 0.00% | +33 | New |
| Jones Financial Companies LLLP | 36 | $430 | 0.00% | +36 | New |
| Clearstead Advisors, LLC | 37 | $438 | 0.00% | +37 | New |
| True Wealth Design, LLC | 84 | $993 | 0.00% | +63+300.0% | Added |
| Covestor Ltd | 70 | $1.00K | 0.00% | +49+233.3% | Added |
| Basecamp Wealth Advisors LLC | 104 | $1.23K | 0.00% | +20+23.8% | Added |
| Fortitude Family Office, LLC | 110 | $1.30K | 0.00% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 115 | $1.36K | 0.00% | 00.0% | Unchanged |
| Transamerica Financial Advisors, Inc. | 130 | $1.53K | 0.00% | +130 | New |
| Wealth Enhancement Trust Services, Inc. | 144 | $1.70K | 0.00% | +144 | New |
| Keating Financial Advisory Services, Inc. | 147 | $1.74K | 0.00% | 00.0% | Unchanged |
| Quarry LP | 201 | $2.37K | 0.00% | +201 | New |
| Optiver Holding B.V. | 206 | $2.43K | 0.00% | −300−59.3% | Reduced |
| Advisor Group Holdings, Inc. | 208 | $2.46K | 0.00% | +88+73.3% | Added |
| SJS Investment Consulting Inc. | 230 | $2.72K | 0.00% | +138+150.0% | Added |
| Raffa Wealth Management, LLC | 272 | $3.21K | 0.00% | 00.0% | Unchanged |
| Essential Partners LLC | 344 | $4.06K | 0.00% | −341−49.8% | Reduced |
| Sterling Capital Management LLC | 374 | $4.42K | 0.00% | −1,623−81.3% | Reduced |
| Caitong International Asset Management Co., Ltd | 432 | $5.10K | 0.00% | +323+296.3% | Added |
| Rossby Financial, LCC | 440 | $5.20K | 0.00% | −120−21.4% | Reduced |
| Clear Street Markets LLC | 488 | $5.76K | 0.00% | +488 | New |
| Group One Trading, L.P. | 500 | $5.91K | 0.00% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 620 | $7.33K | 0.00% | +79+14.6% | Added |
| Global Retirement Partners, LLC | 660 | $7.79K | 0.00% | +660 | New |
| Rothschild Investment LLC | 671 | $7.92K | 0.00% | +76+12.8% | Added |
| WPG Advisers, LLC | 679 | $8.02K | 0.00% | +384+130.2% | Added |
| Smartleaf Asset Management LLC | 679 | $8.11K | 0.00% | 00.0% | Unchanged |
| US Bancorp | 771 | $9.11K | 0.00% | 00.0% | Unchanged |
| IFP Advisors, Inc | 834 | $9.85K | 0.00% | +467+127.2% | Added |
| Private Trust Co NA | 835 | $9.86K | 0.00% | −336−28.7% | Reduced |
| EverSource Wealth Advisors, LLC | 1,165 | $13.8K | 0.00% | +67+6.1% | Added |
| Harbor Capital Advisors, Inc. | 1,818 | $21.0K | 0.00% | −188−9.4% | Reduced |
| GAMMA Investing LLC | 2,255 | $26.6K | 0.00% | +314+16.2% | Added |
| Allworth Financial LP | 2,659 | $31.4K | 0.00% | +655+32.7% | Added |
| GWM Advisors LLC | 2,675 | $31.6K | 0.00% | 00.0% | Unchanged |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 3,847 | $45.4K | 0.00% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 4,804 | $56.7K | 0.00% | 00.0% | Unchanged |
| Ameritas Investment Partners, Inc. | 5,004 | $59.1K | 0.00% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 5,043 | $59.6K | 0.00% | +4,762+1,694.7% | Added |
| Nisa Investment Advisors, LLC | 5,182 | $61.2K | 0.00% | +4,773+1,167.0% | Added |
| The PNC Financial Services Group, Inc. | 5,184 | $61.2K | 0.00% | +31+0.6% | Added |
| Tower Research Capital LLC (TRC) | 5,818 | $68.7K | 0.00% | +4,339+293.4% | Added |
| Aquatic Capital Management LLC | 10,525 | $124.3K | 0.00% | +10,525 | New |
| Squarepoint Ops LLC | 11,342 | $133.9K | 0.00% | −35,060−75.6% | Reduced |
| DRW Securities, LLC | 11,444 | $135.2K | 0.01% | +11,444 | New |
| Captrust Financial Advisors | 11,806 | $139.4K | 0.00% | +11,806 | New |
| SG Americas Securities, LLC | 12,161 | $144.0K | 0.00% | −12,791−51.3% | Reduced |
| Jump Financial, LLC | 12,719 | $150.2K | 0.00% | −43,523−77.4% | Reduced |
| Voya Investment Management LLC | 12,729 | $150.3K | 0.00% | +1,340+11.8% | Added |
| Entropy Technologies, LP | 13,417 | $158.5K | 0.01% | −3,458−20.5% | Reduced |
| Kemnay Advisory Services Inc. | 14,184 | $167.5K | 0.02% | +2,672+23.2% | Added |
| Vestcor Inc | 14,356 | $170.0K | 0.00% | +14,356 | New |
| State of Wyoming | 14,548 | $171.8K | 0.02% | +14,548 | New |
| KLP Kapitalforvaltning AS | 14,600 | $172.4K | 0.00% | 00.0% | Unchanged |
| M&T Bank Corp | 15,416 | $182.1K | 0.00% | −12,605−45.0% | Reduced |
| Graham Capital Management, L.P. | 15,418 | $182.1K | 0.00% | −44,513−74.3% | Reduced |
| Amundi | 15,890 | $187.7K | 0.00% | +15,890 | New |
| CWA Asset Management Group, LLC | 16,000 | $189.0K | 0.01% | 00.0% | Unchanged |
| State Board of Administration of Florida Retirement System | 16,220 | $191.6K | 0.00% | 00.0% | Unchanged |
| Vanguard Investments Australia, Ltd. | 16,372 | $193.4K | 0.00% | 00.0% | Unchanged |
| Arizona State Retirement System | 17,197 | $203.1K | 0.00% | −1,497−8.0% | Reduced |
| Mitsubishi UFJ Trust & Banking Corp | 17,322 | $204.6K | 0.00% | +17,322 | New |
| Quadrature Capital Ltd | 17,499 | $206.7K | 0.00% | +17,499 | New |
| Royal Bank of Canada | 17,656 | $209.0K | 0.00% | +1,859+11.8% | Added |
| Police & Firemen's Retirement System of New Jersey | 18,139 | $214.2K | 0.00% | +3,930+27.7% | Added |
| Mirabella Financial Services LLP | 18,435 | $217.7K | 0.02% | +5,530+42.9% | Added |
| Polymer Capital Management (US) LLC | 18,531 | $218.9K | 0.03% | −2,112−10.2% | Reduced |
| Two Sigma Investments, LP | 19,152 | $226.2K | 0.00% | −11,000−36.5% | Reduced |
| Intech Investment Management LLC | 19,160 | $226.3K | 0.00% | −2,081−9.8% | Reduced |
| Wealth Enhancement Advisory Services, LLC | 21,760 | $229.6K | 0.00% | +5,072+30.4% | Added |
| Mangrove Partners | 19,684 | $232.5K | 0.02% | +19,684 | New |
| Quantbot Technologies LP | 19,902 | $235.0K | 0.01% | +19,902 | New |
| Cerity Partners LLC | 20,939 | $247.3K | 0.00% | +4,925+30.8% | Added |
| Susquehanna International Group, LLP | 21,026 | $248.3K | 0.00% | −9,406−30.9% | Reduced |
| Catalytic Wealth RIA, LLC | 21,262 | $251.1K | 0.01% | −20−0.1% | Reduced |
| Envestnet Asset Management Inc | 21,264 | $251.1K | 0.00% | −7,887−27.1% | Reduced |
| New York State Common Retirement Fund | 21,772 | $257.1K | 0.00% | +12,900+145.4% | Added |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 23,232 | $274.4K | 0.00% | +23,232 | New |
| Citadel Advisors LLC | 23,304 | $275.2K | 0.00% | −257,057−91.7% | Reduced |
| Quantinno Capital Management LP | 23,941 | $282.7K | 0.00% | +4,313+22.0% | Added |
| Mercer Global Advisors Inc | 25,663 | $303.1K | 0.00% | +5,007+24.2% | Added |
| Tudor Investment Corp Et Al | 28,729 | $339.3K | 0.00% | −199,789−87.4% | Reduced |
| Jupiter Topco LLC | 28,800 | $340.0K | 0.00% | +28,800 | New |
| Prudential Financial Inc | 29,935 | $353.5K | 0.00% | +29,935 | New |
| Creative Planning | 29,951 | $353.7K | 0.00% | +12,117+67.9% | Added |
| Sapient Capital LLC | 31,940 | $377.2K | 0.00% | −95,820−75.0% | Reduced |
| Manufacturers Life Insurance Company, The | 33,542 | $396.1K | 0.00% | −751−2.2% | Reduced |
| Vanguard Asset Management, Ltd | 35,867 | $423.6K | 0.00% | −582−1.6% | Reduced |
| Hillsdale Investment Management Inc. | 35,870 | $423.6K | 0.01% | +35,870 | New |
| MetLife Investment Management | 36,059 | $425.9K | 0.00% | +3,854+12.0% | Added |
| Gsa Capital Partners LLP | 37,267 | $440.0K | 0.03% | −55,897−60.0% | Reduced |
| Vanguard Global Advisers, LLC | 38,303 | $452.4K | 0.00% | +15,830+70.4% | Added |
| Ieq Capital, LLC | 38,698 | $457.0K | 0.00% | −12,922−25.0% | Reduced |
| Cetera Investment Advisers | 41,408 | $489.0K | 0.00% | +2,379+6.1% | Added |
| Jackson Creek Investment Advisors LLC | 48,673 | $494.0K | 0.16% | +48,673 | New |
| Ameriprise Financial Inc | 42,917 | $506.9K | 0.00% | +756+1.8% | Added |