CUSTOM TRUCK ONE SOURCE INC CTOS
COM CL A · Common Stock · CUSIP 23204X103
- SectorIndustrials
- IndustryServices-Equipment Rental & Leasing, NEC
- HeadquartersKansas City, MO
- FilingsSEC EDGAR
* Summed across managers. Shares that two managers' reports both contain – a subsidiary's holdings that its parent's report includes too, or a sub-adviser's in its client's – are counted once ($11.9m this quarter). Holder counts are more reliable. Shares outstanding: 227.5m as of 2026-07-30, from the company's own SEC filing; the percentage can still exceed 100%: lent-out shares are counted by the lender and the buyer, and some reports overlap without saying so. Implied quarter-end price ≈ $11.80. Options: 3 managers hold calls ($2.6m notional), 0 hold puts (—).
Trends to Q2 2026
Institutional holders
Managers reporting a position, each quarter
Numbers
| Quarter | Holders |
|---|---|
| Q3 2022 | 87 |
| Q4 2022 | 86 |
| Q1 2023 | 102 |
| Q2 2023 | 108 |
| Q3 2023 | 111 |
| Q4 2023 | 116 |
| Q1 2024 | 121 |
| Q2 2024 | 115 |
| Q3 2024 | 123 |
| Q4 2024 | 127 |
| Q1 2025 | 144 |
| Q2 2025 | 132 |
| Q3 2025 | 147 |
| Q4 2025 | 157 |
| Q1 2026 | 175 |
| Q2 2026 | 186 |
Buyers vs sellers
Managers adding to or starting a position, vs cutting or selling out
Numbers
| Quarter | Bought or added | Cut or sold out |
|---|---|---|
| Q3 2024 | 54 | 56 |
| Q4 2024 | 53 | 57 |
| Q1 2025 | 76 | 48 |
| Q2 2025 | 78 | 58 |
| Q3 2025 | 84 | 41 |
| Q4 2025 | 83 | 56 |
| Q1 2026 | 96 | 70 |
| Q2 2026 | 109 | 77 |
Calls vs puts
Options held, notional value, last 4 quarters. P/C = puts ÷ calls
Numbers
| Quarter | Calls | Puts | P/C |
|---|---|---|---|
| Q3 2025 | $231.5k | $3.0k | 0.01 |
| Q4 2025 | $10.4k | $2.9k | 0.28 |
| Q1 2026 | $0 | $3.3k | — |
| Q2 2026 | $2.6m | $0 | 0.00 |
Biggest buyers
| GOLDMAN SACHS GROUP INC | Added | +1.4m |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | Added | +1.1m |
| ALGERT GLOBAL LLC | Added | +978.4k |
| First Eagle Investment Management, LLC | Added | +957.7k |
| JPMORGAN CHASE & CO | Added | +817.1k |
| DIMENSIONAL FUND ADVISORS LP | Added | +569.7k |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | Added | +482.0k |
| Walleye Capital LLC | New | +463.5k |
| VANGUARD PORTFOLIO MANAGEMENT LLC | Added | +447.4k |
| D. E. Shaw & Co., Inc. | Added | +440.9k |
Biggest sellers
| Allspring Global Investments Holdings, LLC | Reduced | -1.2m |
| Alyeska Investment Group, L.P. | Reduced | -1.2m |
| Canvas Wealth Advisors, LLC | Reduced | -1.0m |
| JANE STREET GROUP, LLC | Sold out | -660.5k |
| Clearbridge Investments, LLC | Reduced | -397.5k |
| Boston Partners | Reduced | -391.3k |
| HEARTLAND ADVISORS INC | Reduced | -300.0k |
| MILLENNIUM MANAGEMENT LLC | Sold out | -257.8k |
| CITADEL ADVISORS LLC | Reduced | -257.1k |
| Private Capital Management, LLC | Reduced | -202.9k |
Biggest calls
| JANE STREET GROUP, LLC | New | $1.1m95.7k shares |
| SIMPLEX TRADING, LLC | New | $947.2k80.2k shares |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | New | $518.5k43.9k shares |
Biggest puts
| None |
Options at notional value: the value of the shares the contracts control, as filers report them, not what the options cost. Not included in the holders, shares or buying above.
Major shareholders (over 5%)
Anyone who owns more than 5% of a class of the company's shares has to say so: on Schedule 13D if they may try to influence or control the company, on 13G if they're a passive investor, and update it as the stake changes. Each holder's latest filing, from 19 Dec 2024 on; percentages are of the share class, as the holder worked them out.
| Holder | Stake |
|---|---|
PLATINUM EQUITY, LLC
13D · may seek influence
filed 2025-02-03
Stated purposeItem 4 of the Schedule 13D is hereby amended and supplemented as follows: Stock Purchase Agreement Item 3 above summarizes the ECP Stock Purchase Agreement and is incorporated herein by reference. General The Reporting Persons acquired the securities described in this Schedule 13D for investment purposes and they intend to review their investments in the Issuer on a continuing basis. Any actions the Reporting Persons might undertake will be dependent upon the Reporting Persons' review of numerous factors, including, but not limited to: an ongoing evaluation of the Issuer's business, financial condition, operations and prospects; price levels of the Issuer's securities; general market, industry and economic conditions; the relative attractiveness of alternative business and investment o… Full filing |
69.6% |
Insider purchases and sales since 1 Apr 2026
Shares bought or sold by the company's own officers, directors and 10% owners, in the open market or privately, as they reported to the SEC on Form 4 (due within two business days of the trade). Grants, option exercises, shares withheld for tax and gifts aren't included.
None reported since 1 Apr 2026.
Holders, Q2 2026
| Manager | Shares | Change |
|---|---|---|
| Platinum Equity Advisors, LLC/DE 20.66% of their portfolio | 156.7m $1.9bn | Unchanged |
| DIMENSIONAL FUND ADVISORS LP 0.01% of their portfolio | 6.2m $72.9m | Added +569.7k |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 0.09% of their portfolio | 6.2m $72.7m | Added +482.0k |
| Canvas Wealth Advisors, LLC 9.86% of their portfolio | 6.0m $70.7m | Reduced -1.0m |
| BlackRock, Inc. 0.00% of their portfolio | 4.6m $54.0m | Added +321.1k |
| Allspring Global Investments Holdings, LLC 0.05% of their portfolio | 2.7m $29.7m | Reduced -1.2m |
| VANGUARD CAPITAL MANAGEMENT LLC 0.00% of their portfolio | 2.6m $30.5m | Added +52.7k |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP 0.01% of their portfolio | 2.2m $26.0m | Added +1.1m |
| GOLDMAN SACHS GROUP INC 0.00% of their portfolio | 1.9m $22.2m | Added +1.4m |
| GEODE CAPITAL MANAGEMENT, LLC 0.00% of their portfolio | 1.7m $20.4m | Added +257.0k |
| First Eagle Investment Management, LLC 0.02% of their portfolio | 1.7m $20.4m | Added +957.7k |
| Alyeska Investment Group, L.P. 0.05% of their portfolio | 1.6m $19.4m | Reduced -1.2m |
| Boston Partners 0.02% of their portfolio | 1.6m $19.2m | Reduced -391.3k |
| JPMORGAN CHASE & CO 0.00% of their portfolio | 1.6m $19.0m | Added +817.1k |
| STATE STREET CORP 0.00% of their portfolio | 1.5m $17.9m | Added +32.5k |
| FIRST TRUST ADVISORS LP 0.01% of their portfolio | 1.5m $17.8m | Added +209.6k |
| MORGAN STANLEY 0.00% of their portfolio | 1.3m $14.9m | Added +360.7k |
| BANK OF AMERICA CORP /DE/ 0.00% of their portfolio | 1.2m $14.1m | Reduced -2.4k |
| ALGERT GLOBAL LLC 0.16% of their portfolio | 1.2m $13.9m | Added +978.4k |
| Clearbridge Investments, LLC 0.01% of their portfolio | 1.0m $11.9m | Reduced -397.5k |
| VANGUARD PORTFOLIO MANAGEMENT LLC 0.00% of their portfolio | 954.7k $11.3m | Added +447.4k |
| BRIDGEWAY CAPITAL MANAGEMENT, LLC 0.19% of their portfolio | 908.1k $10.7m | Added +63.0k |
| MACKENZIE FINANCIAL CORP 0.01% of their portfolio | 886.0k $10.5m | Added +296.9k |
| Empowered Funds, LLC 0.05% of their portfolio | 873.1k $10.3m | Added +63.0k |
| AQR CAPITAL MANAGEMENT LLC 0.00% of their portfolio | 754.0k $8.9m | Added +103.3k |
| HEARTLAND ADVISORS INC 0.37% of their portfolio | 700.0k $8.3m | Reduced -300.0k |
| INTRINSIC EDGE CAPITAL MANAGEMENT LLC 1.00% of their portfolio | 685.6k $8.1m | Reduced -194.0k |
| D. E. Shaw & Co., Inc. 0.00% of their portfolio | 623.6k $7.4m | Added +440.9k |
| NORTHERN TRUST CORP 0.00% of their portfolio | 607.7k $7.2m | Added +118.6k |
| Russell Investments Group, Ltd. 0.01% of their portfolio | 529.7k $6.3m | Reduced -13.2k |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC 0.00% of their portfolio | 515.1k $6.1m | Reduced -2.3k |
| SILVERCREST ASSET MANAGEMENT GROUP LLC 0.04% of their portfolio | 509.5k $6.0m | Added +115.1k |
| Walleye Capital LLC 0.03% of their portfolio | 463.5k $5.5m | New |
| Sendero Wealth Management, LLC 0.54% of their portfolio | 457.8k $5.4m | Added +67.0k |
| HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC 0.02% of their portfolio | 439.8k $5.2m | Reduced -12.8k |
| VANGUARD FIDUCIARY TRUST CO 0.00% of their portfolio | 431.7k $5.1m | Added +27.2k |
| CITIGROUP INC 0.00% of their portfolio | 412.1k $4.9m | Added +27.4k |
| Invesco Ltd. 0.00% of their portfolio | 354.7k $4.2m | Added +110.6k |
| EFG International AG 0.07% of their portfolio | 344.5k $4.1m | Reduced -6.5k |
| Voleon Capital Management LP 0.07% of their portfolio | 342.1k $4.0m | Added +121.9k |
| BNP PARIBAS FINANCIAL MARKETS 0.00% of their portfolio | 321.2k $3.8m | Added +176.3k |
| FEDERATED HERMES, INC. 0.01% of their portfolio | 296.0k $3.5m | New |
| HRT FINANCIAL LP 0.01% of their portfolio | 254.7k $3.0m | Reduced -157.2k |
| Y.D. More Investments Ltd 0.09% of their portfolio | 254.5k $3.0m | New |
| GILDER GAGNON HOWE & CO LLC 0.03% of their portfolio | 216.9k $2.6m | Reduced -1.0k |
| SEI INVESTMENTS CO 0.00% of their portfolio | 215.8k $2.5m | Reduced -11.8k |
| OCCUDO QUANTITATIVE STRATEGIES LP 0.13% of their portfolio | 200.6k $2.4m | New |
| Mariner, LLC 0.00% of their portfolio | 190.1k $2.2m | Added +21.9k |
| Point72 Asset Management, L.P. 0.00% of their portfolio | 179.1k $2.1m | Reduced -63.1k |
| Register Financial Advisors LLC 0.62% of their portfolio | 170.2k $2.0m | Reduced -1.0k |
| Bank of New York Mellon Corp 0.00% of their portfolio | 156.0k $1.8m | Reduced -252 |
| Nuveen, LLC 0.00% of their portfolio | 152.1k $1.8m | Added +2.1k |
| UBS Group AG 0.00% of their portfolio | 150.9k $1.8m | Added +68.6k |
| NORGES BANK 0.00% of their portfolio | 134.4k $1.6m | Not comparable |
| AMERICAN CENTURY COMPANIES INC 0.00% of their portfolio | 131.7k $1.6m | Added +12.9k |
| Swiss National Bank 0.00% of their portfolio | 125.1k $1.5m | Reduced -9.0k |
| Private Capital Management, LLC 0.13% of their portfolio | 124.6k $1.5m | Reduced -202.9k |
| FMR LLC 0.00% of their portfolio | 117.4k $1.4m | Added +11.2k |
| Cornerstone Investment Partners, LLC 0.05% of their portfolio | 114.2k $1.3m | Added +24.2k |
| ACADIAN ASSET MANAGEMENT LLC 0.00% of their portfolio | 109.5k $1.3m | New |
| EntryPoint Capital, LLC 0.31% of their portfolio | 108.3k $1.3m | Reduced -38.9k |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.00% of their portfolio | 104.4k $1.2m | Reduced -28.8k |
| ALLIANCEBERNSTEIN L.P. 0.00% of their portfolio | 102.0k $669.9k | Added +28.1k |
| SANDLER CAPITAL MANAGEMENT 0.61% of their portfolio | 87.1k $1.0m | Reduced -36.2k |
| VARCOV Co. 0.39% of their portfolio | 86.7k $1.0m | Added +17.6k |
| Tidal Investments LLC 0.00% of their portfolio | 83.6k $987.3k | New |
| RHUMBLINE ADVISERS 0.00% of their portfolio | 74.5k $879.3k | Added +2.8k |
| XTX Topco Ltd 0.01% of their portfolio | 73.3k $865.5k | New |
| WELLS FARGO & COMPANY/MN 0.00% of their portfolio | 71.7k $846.3k | Added +32.3k |
| LAZARD ASSET MANAGEMENT LLC 0.00% of their portfolio | 70.1k $827.4k | Added +51.0k |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM 0.00% of their portfolio | 67.9k $801.9k | Added +6.4k |
| VIRGINIA RETIREMENT SYSTEMS ET Al 0.00% of their portfolio | 67.0k $791.1k | Added +4.2k |
| STRS OHIO 0.00% of their portfolio | 66.4k $784.2k | Reduced -25.8k |
| CANADA PENSION PLAN INVESTMENT BOARD 0.00% of their portfolio | 62.8k $741.7k | Reduced -46.0k |
| LPL Financial LLC 0.00% of their portfolio | 61.9k $731.4k | Reduced -5.9k |
| DEUTSCHE BANK AG\ 0.00% of their portfolio | 60.8k $717.7k | Added +11.4k |
| ZACKS INVESTMENT MANAGEMENT 0.00% of their portfolio | 58.2k $687.9k | New |
| DARK FOREST CAPITAL MANAGEMENT LP 0.04% of their portfolio | 55.2k $651.7k | New |
| Legal & General Group Plc 0.00% of their portfolio | 55.1k $651.3k | Added +4.8k |
| Balyasny Asset Management L.P. 0.00% of their portfolio | 53.0k $625.5k | Reduced -11.0k |
| BARCLAYS PLC 0.00% of their portfolio | 51.3k $605.8k | Added +40.0k |
| PRICE T ROWE ASSOCIATES INC /MD/ 0.00% of their portfolio | 51.0k $603.0k | Added +10.2k |
| Pine Valley Investments Ltd Liability Co 0.02% of their portfolio | 49.5k $584.6k | Reduced -18.5k |
| Brevan Howard Capital Management LP 0.01% of their portfolio | 49.0k $578.9k | Reduced -38.0k |
| Jackson Creek Investment Advisors LLC 0.16% of their portfolio | 48.7k $494.0k | New |
| Zurcher Kantonalbank (Zurich Cantonalbank) 0.00% of their portfolio | 46.9k $554.3k | Unchanged |
| Schonfeld Strategic Advisors LLC 0.00% of their portfolio | 45.4k $535.7k | New |
| AMERIPRISE FINANCIAL INC 0.00% of their portfolio | 42.9k $506.9k | Added +756 |
| Cetera Investment Advisers 0.00% of their portfolio | 41.4k $489.0k | Added +2.4k |
| IEQ CAPITAL, LLC 0.00% of their portfolio | 38.7k $457.0k | Reduced -12.9k |
| Vanguard Global Advisers, LLC 0.00% of their portfolio | 38.3k $452.4k | Added +15.8k |
| GSA CAPITAL PARTNERS LLP 0.03% of their portfolio | 37.3k $440.0k | Reduced -55.9k |
| MetLife Investment Management, LLC 0.00% of their portfolio | 36.1k $425.9k | Added +3.9k |
| Hillsdale Investment Management Inc. 0.01% of their portfolio | 35.9k $423.6k | New |
| VANGUARD ASSET MANAGEMENT, Ltd 0.00% of their portfolio | 35.9k $423.6k | Reduced -582 |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE 0.00% of their portfolio | 33.5k $396.1k | Reduced -751 |
| SAPIENT CAPITAL LLC 0.00% of their portfolio | 31.9k $377.2k | Reduced -95.8k |
| Creative Planning 0.00% of their portfolio | 30.0k $353.7k | Added +12.1k |
| PRUDENTIAL FINANCIAL INC 0.00% of their portfolio | 29.9k $353.5k | New |
| Jupiter Topco LLC 0.00% of their portfolio | 28.8k $340.0k | First filing |