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Custom Truck One Source Inc (CTOS)

CUSIP: 23204X103 | NYSE | Industrials · Rental & Leasing Services | Small Cap | 356 institutional holders

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile

Beneficial Ownership — 13D / 13G

Full history →

5%+ stakes reported outside the quarterly cycle. A 13D is due within five business days of the event below, so these figures lead the holders table until the filer's next 13F catches up to them.

HolderShares% of ClassChangeEvent Datevs 13F
13D/AMark Ein
with Capitol Acquisition Management IV LLC, Capitol Acquisition Founder IV LLC, Dyson Dryden
5,159,3192.3%Newly reportedOct 17, 2025No 13F filer matched
13D/AMark Ein5,159,319
2.3% of class · Oct 17, 2025Newly reported
with Capitol Acquisition Management IV LLC, Capitol Acquisition Founder IV LLC, Dyson Dryden
No 13F filer matched

Institutional Holders — Q3 2026

Dimensional Fund Advisors LP6,399,299
0.0% of portfolio›$58.3M
Canvas Wealth Advisors, LLC6,010,311
8.6% of portfolio›$65.6M
Allspring Global Investments Holdings, LLC2,391,250
0.0% of portfolio›$22.7M
Geode Capital Management, LLC1,708,795
0.0% of portfolio›$15.6M
MacKenzie Financial Corp982,077
0.0% of portfolio›$8.9M
Russell Investments Group, Ltd.751,941
0.0% of portfolio›$6.9M
Sendero Wealth Management, LLC457,766
0.4% of portfolio›$4.2M
Register Financial Advisors LLC170,200
0.5% of portfolio›$1.6M
Bank of New York Mellon Corp155,615
0.0% of portfolio›$1.4M
Citigroup Inc143,074
0.0% of portfolio›$1.3M
Sierra Summit Advisors LLC124,042
0.1% of portfolio›$1.1M
Barclays PLC113,113
0.0% of portfolio›$1.0M
Strs Ohio104,100
0.0% of portfolio›$948.4K
Virginia Retirement Systems ET Al66,987
0.0% of portfolio›$610.3K
Deutsche Bank Ag\57,340
0.0% of portfolio›$522.4K
LPL Financial LLC56,065
0.0% of portfolio›$510.7K
Y.D. More Investments Ltd51,500
0.0% of portfolio›$469.2K
State of Wyoming42,211
0.0% of portfolio›$384.5K
Creative Planning35,064
0.0% of portfolio›$319.4K
DekaBank Deutsche Girozentrale33,814
0.0% of portfolio›$307.0K
Sapient Capital LLC31,940
0.0% of portfolio›$291.0K
GC Wealth Management RIA, LLC21,102
0.0% of portfolio›$192.2K
Wealth Enhancement Advisory Services, LLC21,067
0.0% of portfolio›$197.4K
Arizona State Retirement System17,627
0.0% of portfolio›$160.6K
Amundi16,995
0.0% of portfolio›$154.8K
CWA Asset Management Group, LLC16,000
0.0% of portfolio›$145.8K
Olympiad Research LP13,615
0.2% of portfolio›$124.0K
Prevail Innovative Wealth Advisors, LLC11,001
0.0% of portfolio›$103.8K
State of Alaska, Department of Revenue10,341
0.0% of portfolio›$94.0K
MQS Management LLC10,001
0.1% of portfolio›$91.1K
Nisa Investment Advisors, LLC5,614
0.0% of portfolio›$51.1K
PNC Financial Services Group, Inc.5,193
0.0% of portfolio›$47.3K
Parallel Advisors, LLC4,873
0.0% of portfolio›$44.4K
Gamma Investing LLC3,143
0.0% of portfolio›$28.6K
Allworth Financial LP2,659
0.0% of portfolio›$31.4K
Harbor Capital Advisors, Inc.1,990
0.0% of portfolio›$18.0K
Sterling Capital Management LLC1,876
0.0% of portfolio›$17.1K
Simplex Trading, LLC1,414
0.0% of portfolio›$12.9K
Exchange Traded Concepts, LLC1,389
0.0% of portfolio›$12.7K
Mitsubishi UFJ Asset Management Co., Ltd.1,320
0.0% of portfolio›$12.0K
EverSource Wealth Advisors, LLC1,063
0.0% of portfolio›$9.7K
Private Trust Co NA835
0.0% of portfolio›$7.6K
IFP Advisors, Inc834
0.0% of portfolio›$7.6K
US Bancorp \de\728
0.0% of portfolio›$6.6K
WPG Advisers, LLC679
0.0% of portfolio›$6.2K
Farther Finance Advisors, LLC640
0.0% of portfolio›$5.8K
Root Financial Partners, LLC493
0.0% of portfolio›$4.5K
Essential Partners LLC343
0.0% of portfolio›$3.1K
Caitong International Asset Management Co., Ltd337
0.0% of portfolio›$3.1K
SJS Investment Consulting Inc.240
0.0% of portfolio›$2.2K
Pension & Wealth Management Advisors, Inc.198
0.0% of portfolio›$1.8K
Provenance Wealth Advisors, LLC121
0.0% of portfolio›$1.1K
Parkside Financial Bank & Trust115
0.0% of portfolio›$1.0K
Fortitude Family Office, LLC110
0.0% of portfolio›$1.0K
True Wealth Design, LLC84
0.0% of portfolio›$766
Ascentis Wealth Management, LLC78
0.0% of portfolio›$710
Covestor Ltd42
0.0% of portfolio›$0
Clearstead Advisors, LLC10
0.0% of portfolio›$92
SBI Securities Co., Ltd.5
0.0% of portfolio›$46
StyleTurnoverLocationFiled
Dimensional Fund Advisors LP
6,399,299$58.3M0.0%IndexLowAustin, TX2026-11-04
Canvas Wealth Advisors, LLC
6,010,311$65.6M8.6%GrowthLowShawnee, KS2026-11-02
Allspring Global Investments Holdings, LLC
2,391,250$22.7M0.0%CoreMediumCharlotte, NC2026-11-04
Geode Capital Management, LLC
1,708,795$15.6M0.0%IndexVery LowBoston, MA2026-11-06
MacKenzie Financial Corp
982,077$8.9M0.0%CoreMediumToronto Ontario, Australia2026-11-02
Russell Investments Group, Ltd.
751,941$6.9M0.0%CoreLowSeattle, WA2026-11-06
Sendero Wealth Management, LLC
457,766$4.2M0.4%GARPLowSan Antonio, TX2026-10-14
Register Financial Advisors LLC
170,200$1.6M0.5%GARPLowAtlanta, GA2026-10-23
Bank of New York Mellon Corp
155,615$1.4M0.0%CoreLowNew York, NY2026-11-05
Citigroup Inc
143,074$1.3M0.0%CoreMediumNew York, NY2026-11-04
Sierra Summit Advisors LLC
124,042$1.1M0.1%Agg GrowthHighIncline Village, NV2026-10-28
Barclays PLC
113,113$1.0M0.0%CoreMediumLondon, United Kingdom2026-11-06
Strs Ohio
104,100$948.4K0.0%CoreMediumColumbus, OH2026-10-30
Virginia Retirement Systems ET Al
66,987$610.3K0.0%CoreMediumRichmond, VA2026-10-28
Deutsche Bank Ag\
57,340$522.4K0.0%CoreMediumFrankfurt Am Main, Hong Kong2026-11-06
LPL Financial LLC
56,065$510.7K0.0%IndexVery LowFort Mill, SC2026-11-06
Y.D. More Investments Ltd
51,500$469.2K0.0%Agg GrowthMediumRamat Gan, Luxembourg2026-11-02
State of Wyoming
42,211$384.5K0.0%ValueHighCheyenne, WY2026-10-28
Creative Planning
35,064$319.4K0.0%IndexVery LowOverland Park, KS2026-11-02
DekaBank Deutsche Girozentrale
33,814$307.0K0.0%CoreLowFrankfurt, Hong Kong2026-10-27
Sapient Capital LLC
31,940$291.0K0.0%GrowthMediumIndianapolis, IN2026-10-08
GC Wealth Management RIA, LLC
21,102$192.2K0.0%GrowthMediumCambridge, MA2026-11-02
Wealth Enhancement Advisory Services, LLC
21,067$197.4K0.0%CoreLowPlymouth, MN2026-10-13
Arizona State Retirement System
17,627$160.6K0.0%IndexVery LowPhoenix, AZ2026-11-03
Amundi
16,995$154.8K0.0%CoreMediumParis, India2026-11-06
CWA Asset Management Group, LLC
16,000$145.8K0.0%CoreMediumNaples, FL2026-10-19
Olympiad Research LP
13,615$124.0K0.2%Deep ValueVery HighStamford, CT2026-11-04
Prevail Innovative Wealth Advisors, LLC
11,001$103.8K0.0%CoreVery HighLeawood, KS2026-10-20
State of Alaska, Department of Revenue
10,341$94.0K0.0%CoreVery LowJuneau, AK2026-10-15
MQS Management LLC
10,001$91.1K0.1%Deep ValueVery HighNew York, NY2026-11-06
Nisa Investment Advisors, LLC
5,614$51.1K0.0%IndexVery LowSt. Louis, MO2026-10-20
PNC Financial Services Group, Inc.
5,193$47.3K0.0%GrowthVery LowPittsburgh, PA2026-11-06
Parallel Advisors, LLC
4,873$44.4K0.0%IndexLowSan Francisco, CA2026-11-03
Gamma Investing LLC
3,143$28.6K0.0%IndexVery LowFoster City, CA2026-10-08
Allworth Financial LP
2,659$31.4K0.0%IndexLowFolsom, CA2026-11-06
Harbor Capital Advisors, Inc.
1,990$18.0K0.0%ValueHighChicago, IL2026-10-22
Sterling Capital Management LLC
1,876$17.1K0.0%GARPMediumCharlotte, NC2026-10-22
Simplex Trading, LLC
1,414$12.9K0.0%CoreVery HighChicago, IL2026-11-04
Exchange Traded Concepts, LLC
1,389$12.7K0.0%GrowthMediumOklahoma City, OK2026-10-28
Mitsubishi UFJ Asset Management Co., Ltd.
1,320$12.0K0.0%IndexVery LowTokyo, Mexico2026-11-05
EverSource Wealth Advisors, LLC
1,063$9.7K0.0%CoreMediumBirmingham, AL2026-11-04
Private Trust Co NA
835$7.6K0.0%CoreLowCleveland, OH2026-10-20
IFP Advisors, Inc
834$7.6K0.0%GrowthLowTampa, FL2026-10-16
US Bancorp \de\
728$6.6K0.0%IndexLowMinneapolis, MN2026-11-05
WPG Advisers, LLC
679$6.2K0.0%CoreLowBaltimore, MD2026-10-27
Farther Finance Advisors, LLC
640$5.8K0.0%IndexLowSan Francisco, CA2026-10-08
Root Financial Partners, LLC
493$4.5K0.0%ETFMediumEncinitas, CA2026-10-21
Essential Partners LLC
343$3.1K0.0%ValueMediumRancho Santa Fe, CA2026-10-14
Caitong International Asset Management Co., Ltd
337$3.1K0.0%GrowthVery HighHong Kong, South Korea2026-10-29
SJS Investment Consulting Inc.
240$2.2K0.0%ETFVery LowSylvania, OH2026-10-26
Pension & Wealth Management Advisors, Inc.
198$1.8K0.0%ETFLowWaltham, MA2026-10-16
Provenance Wealth Advisors, LLC
121$1.1K0.0%ETFLowFort Lauderdale, FL2026-10-30
Parkside Financial Bank & Trust
115$1.0K0.0%CoreVery LowSaint Louis, MO2026-10-27
Fortitude Family Office, LLC
110$1.0K0.0%ETFMediumScottsdale, AZ2026-10-14
True Wealth Design, LLC
84$7660.0%ETFMediumAkron, OH2026-10-13
Ascentis Wealth Management, LLC
78$7100.0%Agg GrowthLowDallas, TX2026-11-03
Covestor Ltd
42$00.0%ValueHighLondon, United Kingdom2026-10-30
Clearstead Advisors, LLC
10$920.0%ETFLowCleveland, OH2026-11-06
SBI Securities Co., Ltd.
5$460.0%Agg GrowthLowTokyo, Mexico2026-10-22