Vault-13

CUSTOM TRUCK ONE SOURCE INC CTOS

COM CL A · Common Stock · CUSIP 23204X103

186 institutional holders +11 vs Q1 2026
222,380,536222.4m shares reported held*
97.7% of all shares outstanding*
$2.6bnreported value*
32 new 77 added 57 reduced 20 sold out net bought ≈ $50.6m (+4.3m shares)

* 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

0100200Q3 22: 87Q4 22: 86Q1 23: 102Q2 23: 108Q3 23: 111Q4 23: 116Q1 24: 121Q2 24: 115Q3 24: 123Q4 24: 127Q1 25: 144Q2 25: 132Q3 25: 147Q4 25: 157Q1 26: 175Q2 26: 186186Q3 22Q3 23Q3 24Q3 25Q2 26
Numbers
QuarterHolders
Q3 202287
Q4 202286
Q1 2023102
Q2 2023108
Q3 2023111
Q4 2023116
Q1 2024121
Q2 2024115
Q3 2024123
Q4 2024127
Q1 2025144
Q2 2025132
Q3 2025147
Q4 2025157
Q1 2026175
Q2 2026186

Buyers vs sellers

Managers adding to or starting a position, vs cutting or selling out

Bought or addedCut or sold out
2000200Q3 24: 54 bought or addedQ3 24: 56 cut or sold outQ4 24: 53 bought or addedQ4 24: 57 cut or sold outQ4 24Q1 25: 76 bought or addedQ1 25: 48 cut or sold outQ2 25: 78 bought or addedQ2 25: 58 cut or sold outQ2 25Q3 25: 84 bought or addedQ3 25: 41 cut or sold outQ4 25: 83 bought or addedQ4 25: 56 cut or sold outQ4 25Q1 26: 96 bought or addedQ1 26: 70 cut or sold outQ2 26: 109 bought or addedQ2 26: 77 cut or sold outQ2 26
Numbers
QuarterBought or addedCut or sold out
Q3 20245456
Q4 20245357
Q1 20257648
Q2 20257858
Q3 20258441
Q4 20258356
Q1 20269670
Q2 202610977

Calls vs puts

Options held, notional value, last 4 quarters. P/C = puts ÷ calls

CallsPuts
$0$1m$2m$3mQ3 25 calls: $231.5kQ3 25 puts: $3.0kQ3 25P/C 0.01Q4 25 calls: $10.4kQ4 25 puts: $2.9kQ4 25P/C 0.28Q1 26 calls: $0Q1 26 puts: $3.3kQ1 26P/C —Q2 26 calls: $2.6mQ2 26 puts: $0Q2 26P/C 0.00
Numbers
QuarterCallsPutsP/C
Q3 2025$231.5k$3.0k0.01
Q4 2025$10.4k$2.9k0.28
Q1 2026$0$3.3k—
Q2 2026$2.6m$00.00

Biggest buyers

GOLDMAN SACHS GROUP INC Added +1,361,882+1.4m
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP Added +1,145,481+1.1m
ALGERT GLOBAL LLC Added +978,430+978.4k
First Eagle Investment Management, LLC Added +957,684+957.7k
JPMORGAN CHASE & CO Added +817,100+817.1k
DIMENSIONAL FUND ADVISORS LP Added +569,717+569.7k
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. Added +481,958+482.0k
Walleye Capital LLC New +463,475+463.5k
VANGUARD PORTFOLIO MANAGEMENT LLC Added +447,396+447.4k
D. E. Shaw & Co., Inc. Added +440,852+440.9k

Biggest sellers

Allspring Global Investments Holdings, LLC Reduced -1,221,255-1.2m
Alyeska Investment Group, L.P. Reduced -1,183,489-1.2m
Canvas Wealth Advisors, LLC Reduced -1,036,877-1.0m
JANE STREET GROUP, LLC Sold out -660,534-660.5k
Clearbridge Investments, LLC Reduced -397,547-397.5k
Boston Partners Reduced -391,314-391.3k
HEARTLAND ADVISORS INC Reduced -300,000-300.0k
MILLENNIUM MANAGEMENT LLC Sold out -257,825-257.8k
CITADEL ADVISORS LLC Reduced -257,057-257.1k
Private Capital Management, LLC Reduced -202,945-202.9k

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.

HolderStakeChangeShares Last filed
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% 156.7m≈ $1.9bn 2025-02-03

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

#ManagerLocationShares Value% of their portfolioChangeShares change
1 Platinum Equity Advisors, LLC/DE 20.66% of their portfolio BEVERLY HILLS, CA 156,743,635156.7m $1.9bn $1.9bn 20.66% Unchanged
2 DIMENSIONAL FUND ADVISORS LP 0.01% of their portfolio AUSTIN, TX 6,172,5556.2m $72.9m $72.9m 0.01% Added +569.7k +569,717
3 MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 0.09% of their portfolio CAUSEWAY BAY, K3 6,156,8766.2m $72.7m $72.7m 0.09% Added +482.0k +481,958
4 Canvas Wealth Advisors, LLC 9.86% of their portfolio SHAWNEE, KS 5,982,6496.0m $70.7m $70.7m 9.86% Reduced -1.0m -1,036,877
5 BlackRock, Inc. 0.00% of their portfolio New York, NY 4,574,0244.6m $54.0m $54.0m 0.00% Added +321.1k +321,052
6 Allspring Global Investments Holdings, LLC 0.05% of their portfolio CHARLOTTE, NC 2,692,8782.7m $29.7m $29.7m 0.05% Reduced -1.2m -1,221,255
7 VANGUARD CAPITAL MANAGEMENT LLC 0.00% of their portfolio MALVERN, PA 2,578,4102.6m $30.5m $30.5m 0.00% Added +52.7k +52,666
8 ARROWSTREET CAPITAL, LIMITED PARTNERSHIP 0.01% of their portfolio BOSTON, MA 2,202,0312.2m $26.0m $26.0m 0.01% Added +1.1m +1,145,481
9 GOLDMAN SACHS GROUP INC 0.00% of their portfolio NEW YORK, NY 1,877,6171.9m $22.2m $22.2m 0.00% Added +1.4m +1,361,882
10 GEODE CAPITAL MANAGEMENT, LLC 0.00% of their portfolio BOSTON, MA 1,727,6461.7m $20.4m $20.4m 0.00% Added +257.0k +257,010
11 First Eagle Investment Management, LLC 0.02% of their portfolio NEW YORK, NY 1,723,5061.7m $20.4m $20.4m 0.02% Added +957.7k +957,684
12 Alyeska Investment Group, L.P. 0.05% of their portfolio CHICAGO, IL 1,642,3311.6m $19.4m $19.4m 0.05% Reduced -1.2m -1,183,489
13 Boston Partners 0.02% of their portfolio BOSTON, MA 1,625,0921.6m $19.2m $19.2m 0.02% Reduced -391.3k -391,314
14 JPMORGAN CHASE & CO 0.00% of their portfolio NEW YORK, NY 1,587,3191.6m $19.0m $19.0m 0.00% Added +817.1k +817,100
15 STATE STREET CORP 0.00% of their portfolio BOSTON, MA 1,518,5541.5m $17.9m $17.9m 0.00% Added +32.5k +32,503
16 FIRST TRUST ADVISORS LP 0.01% of their portfolio Wheaton, IL 1,510,9311.5m $17.8m $17.8m 0.01% Added +209.6k +209,580
17 MORGAN STANLEY 0.00% of their portfolio NEW YORK, NY 1,258,2271.3m $14.9m $14.9m 0.00% Added +360.7k +360,702
18 BANK OF AMERICA CORP /DE/ 0.00% of their portfolio CHARLOTTE, NC 1,193,4571.2m $14.1m $14.1m 0.00% Reduced -2.4k -2,379
19 ALGERT GLOBAL LLC 0.16% of their portfolio SAN FRANCISCO, CA 1,174,1901.2m $13.9m $13.9m 0.16% Added +978.4k +978,430
20 Clearbridge Investments, LLC 0.01% of their portfolio NEW YORK, NY 1,006,4181.0m $11.9m $11.9m 0.01% Reduced -397.5k -397,547
21 VANGUARD PORTFOLIO MANAGEMENT LLC 0.00% of their portfolio MALVERN, PA 954,705954.7k $11.3m $11.3m 0.00% Added +447.4k +447,396
22 BRIDGEWAY CAPITAL MANAGEMENT, LLC 0.19% of their portfolio HOUSTON, TX 908,125908.1k $10.7m $10.7m 0.19% Added +63.0k +63,010
23 MACKENZIE FINANCIAL CORP 0.01% of their portfolio TORONTO ONTARIO, A6 885,956886.0k $10.5m $10.5m 0.01% Added +296.9k +296,856
24 Empowered Funds, LLC 0.05% of their portfolio NEWTOWN SQUARE, PA 873,125873.1k $10.3m $10.3m 0.05% Added +63.0k +63,010
25 AQR CAPITAL MANAGEMENT LLC 0.00% of their portfolio Greenwich, CT 753,989754.0k $8.9m $8.9m 0.00% Added +103.3k +103,289
26 HEARTLAND ADVISORS INC 0.37% of their portfolio MILWAUKEE, WI 700,000700.0k $8.3m $8.3m 0.37% Reduced -300.0k -300,000
27 INTRINSIC EDGE CAPITAL MANAGEMENT LLC 1.00% of their portfolio CHICAGO, IL 685,622685.6k $8.1m $8.1m 1.00% Reduced -194.0k -194,000
28 D. E. Shaw & Co., Inc. 0.00% of their portfolio New York, NY 623,637623.6k $7.4m $7.4m 0.00% Added +440.9k +440,852
29 NORTHERN TRUST CORP 0.00% of their portfolio CHICAGO, IL 607,658607.7k $7.2m $7.2m 0.00% Added +118.6k +118,582
30 Russell Investments Group, Ltd. 0.01% of their portfolio Seattle, WA 529,692529.7k $6.3m $6.3m 0.01% Reduced -13.2k -13,173
31 CHARLES SCHWAB INVESTMENT MANAGEMENT INC 0.00% of their portfolio SAN FRANCISCO, CA 515,084515.1k $6.1m $6.1m 0.00% Reduced -2.3k -2,327
32 SILVERCREST ASSET MANAGEMENT GROUP LLC 0.04% of their portfolio NEW YORK, NY 509,469509.5k $6.0m $6.0m 0.04% Added +115.1k +115,053
33 Walleye Capital LLC 0.03% of their portfolio NEW YORK, NY 463,475463.5k $5.5m $5.5m 0.03% New
34 Sendero Wealth Management, LLC 0.54% of their portfolio SAN ANTONIO, TX 457,766457.8k $5.4m $5.4m 0.54% Added +67.0k +66,969
35 HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC 0.02% of their portfolio Los Angeles, CA 439,840439.8k $5.2m $5.2m 0.02% Reduced -12.8k -12,800
36 VANGUARD FIDUCIARY TRUST CO 0.00% of their portfolio MALVERN, PA 431,711431.7k $5.1m $5.1m 0.00% Added +27.2k +27,163
37 CITIGROUP INC 0.00% of their portfolio NEW YORK, NY 412,085412.1k $4.9m $4.9m 0.00% Added +27.4k +27,373
38 Invesco Ltd. 0.00% of their portfolio ATLANTA, GA 354,702354.7k $4.2m $4.2m 0.00% Added +110.6k +110,597
39 EFG International AG 0.07% of their portfolio Zurich, V8 344,458344.5k $4.1m $4.1m 0.07% Reduced -6.5k -6,543
40 Voleon Capital Management LP 0.07% of their portfolio BERKELEY, CA 342,120342.1k $4.0m $4.0m 0.07% Added +121.9k +121,946
41 BNP PARIBAS FINANCIAL MARKETS 0.00% of their portfolio PARIS, I0 321,210321.2k $3.8m $3.8m 0.00% Added +176.3k +176,315
42 FEDERATED HERMES, INC. 0.01% of their portfolio PITTSBURGH, PA 296,020296.0k $3.5m $3.5m 0.01% New
43 HRT FINANCIAL LP 0.01% of their portfolio NEW YORK, NY 254,651254.7k $3.0m $3.0m 0.01% Reduced -157.2k -157,241
44 Y.D. More Investments Ltd 0.09% of their portfolio Ramat Gan, L3 254,500254.5k $3.0m $3.0m 0.09% New
45 GILDER GAGNON HOWE & CO LLC 0.03% of their portfolio New York, NY 216,872216.9k $2.6m $2.6m 0.03% Reduced -1.0k -1,005
46 SEI INVESTMENTS CO 0.00% of their portfolio OAKS, PA 215,771215.8k $2.5m $2.5m 0.00% Reduced -11.8k -11,797
47 OCCUDO QUANTITATIVE STRATEGIES LP 0.13% of their portfolio FORT LAUDERDALE, FL 200,573200.6k $2.4m $2.4m 0.13% New
48 Mariner, LLC 0.00% of their portfolio Overland Park, KS 190,057190.1k $2.2m $2.2m 0.00% Added +21.9k +21,850
49 Point72 Asset Management, L.P. 0.00% of their portfolio STAMFORD, CT 179,100179.1k $2.1m $2.1m 0.00% Reduced -63.1k -63,089
50 Register Financial Advisors LLC 0.62% of their portfolio ATLANTA, GA 170,200170.2k $2.0m $2.0m 0.62% Reduced -1.0k -1,000
51 Bank of New York Mellon Corp 0.00% of their portfolio NEW YORK, NY 155,990156.0k $1.8m $1.8m 0.00% Reduced -252 -252
52 Nuveen, LLC 0.00% of their portfolio CHARLOTTE, NC 152,072152.1k $1.8m $1.8m 0.00% Added +2.1k +2,081
53 UBS Group AG 0.00% of their portfolio ZURICH, V8 150,891150.9k $1.8m $1.8m 0.00% Added +68.6k +68,639
54 NORGES BANK 0.00% of their portfolio OSLO, Q8 134,400134.4k $1.6m $1.6m 0.00% Not comparable
55 AMERICAN CENTURY COMPANIES INC 0.00% of their portfolio KANSAS CITY, MO 131,663131.7k $1.6m $1.6m 0.00% Added +12.9k +12,932
56 Swiss National Bank 0.00% of their portfolio ZURICH, V8 125,100125.1k $1.5m $1.5m 0.00% Reduced -9.0k -9,000
57 Private Capital Management, LLC 0.13% of their portfolio NAPLES, FL 124,555124.6k $1.5m $1.5m 0.13% Reduced -202.9k -202,945
58 FMR LLC 0.00% of their portfolio BOSTON, MA 117,428117.4k $1.4m $1.4m 0.00% Added +11.2k +11,166
59 Cornerstone Investment Partners, LLC 0.05% of their portfolio ATLANTA, GA 114,163114.2k $1.3m $1.3m 0.05% Added +24.2k +24,225
60 ACADIAN ASSET MANAGEMENT LLC 0.00% of their portfolio Boston, MA 109,538109.5k $1.3m $1.3m 0.00% New
61 EntryPoint Capital, LLC 0.31% of their portfolio NEW YORK, NY 108,253108.3k $1.3m $1.3m 0.31% Reduced -38.9k -38,924
62 UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.00% of their portfolio NEW YORK, NY 104,449104.4k $1.2m $1.2m 0.00% Reduced -28.8k -28,771
63 ALLIANCEBERNSTEIN L.P. 0.00% of their portfolio NASHVILLE, TN 101,970102.0k $669.9k $669.9k 0.00% Added +28.1k +28,100
64 SANDLER CAPITAL MANAGEMENT 0.61% of their portfolio NEW YORK, NY 87,07787.1k $1.0m $1.0m 0.61% Reduced -36.2k -36,204
65 VARCOV Co. 0.39% of their portfolio DARIEN, CT 86,73386.7k $1.0m $1.0m 0.39% Added +17.6k +17,598
66 Tidal Investments LLC 0.00% of their portfolio Milwaukee, WI 83,60283.6k $987.3k $987.3k 0.00% New
67 RHUMBLINE ADVISERS 0.00% of their portfolio BOSTON, MA 74,45574.5k $879.3k $879.3k 0.00% Added +2.8k +2,820
68 XTX Topco Ltd 0.01% of their portfolio LONDON, X0 73,28573.3k $865.5k $865.5k 0.01% New
69 WELLS FARGO & COMPANY/MN 0.00% of their portfolio SAN FRANCISCO, CA 71,66171.7k $846.3k $846.3k 0.00% Added +32.3k +32,279
70 LAZARD ASSET MANAGEMENT LLC 0.00% of their portfolio NEW YORK, NY 70,06070.1k $827.4k $827.4k 0.00% Added +51.0k +51,009
71 CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM 0.00% of their portfolio WEST SACRAMENTO, CA 67,89767.9k $801.9k $801.9k 0.00% Added +6.4k +6,383
72 VIRGINIA RETIREMENT SYSTEMS ET Al 0.00% of their portfolio RICHMOND, VA 66,98767.0k $791.1k $791.1k 0.00% Added +4.2k +4,200
73 STRS OHIO 0.00% of their portfolio COLUMBUS, OH 66,40066.4k $784.2k $784.2k 0.00% Reduced -25.8k -25,800
74 CANADA PENSION PLAN INVESTMENT BOARD 0.00% of their portfolio TORONTO ONTARIO, A6 62,80062.8k $741.7k $741.7k 0.00% Reduced -46.0k -46,000
75 LPL Financial LLC 0.00% of their portfolio FORT MILL, SC 61,93561.9k $731.4k $731.4k 0.00% Reduced -5.9k -5,876
76 DEUTSCHE BANK AG\ 0.00% of their portfolio FRANKFURT AM MAIN, 2M 60,77160.8k $717.7k $717.7k 0.00% Added +11.4k +11,411
77 ZACKS INVESTMENT MANAGEMENT 0.00% of their portfolio Chicago, IL 58,24958.2k $687.9k $687.9k 0.00% New
78 DARK FOREST CAPITAL MANAGEMENT LP 0.04% of their portfolio NEW YORK, NY 55,18555.2k $651.7k $651.7k 0.04% New
79 Legal & General Group Plc 0.00% of their portfolio London, X0 55,14455.1k $651.3k $651.3k 0.00% Added +4.8k +4,821
80 Balyasny Asset Management L.P. 0.00% of their portfolio Chicago, IL 52,96053.0k $625.5k $625.5k 0.00% Reduced -11.0k -11,049
81 BARCLAYS PLC 0.00% of their portfolio LONDON, X0 51,29451.3k $605.8k $605.8k 0.00% Added +40.0k +39,969
82 PRICE T ROWE ASSOCIATES INC /MD/ 0.00% of their portfolio BALTIMORE, MD 50,99951.0k $603.0k $603.0k 0.00% Added +10.2k +10,211
83 Pine Valley Investments Ltd Liability Co 0.02% of their portfolio MARLTON, NJ 49,50049.5k $584.6k $584.6k 0.02% Reduced -18.5k -18,500
84 Brevan Howard Capital Management LP 0.01% of their portfolio ST. HELIER, Y9 49,01749.0k $578.9k $578.9k 0.01% Reduced -38.0k -37,996
85 Jackson Creek Investment Advisors LLC 0.16% of their portfolio CASTLE ROCK, CO 48,67348.7k $494.0k $494.0k 0.16% New
86 Zurcher Kantonalbank (Zurich Cantonalbank) 0.00% of their portfolio ZURICH, V8 46,93746.9k $554.3k $554.3k 0.00% Unchanged
87 Schonfeld Strategic Advisors LLC 0.00% of their portfolio NEW YORK, NY 45,36045.4k $535.7k $535.7k 0.00% New
88 AMERIPRISE FINANCIAL INC 0.00% of their portfolio MINNEAPOLIS, MN 42,91742.9k $506.9k $506.9k 0.00% Added +756 +756
89 Cetera Investment Advisers 0.00% of their portfolio SCHAUMBURG, IL 41,40841.4k $489.0k $489.0k 0.00% Added +2.4k +2,379
90 IEQ CAPITAL, LLC 0.00% of their portfolio Foster City, CA 38,69838.7k $457.0k $457.0k 0.00% Reduced -12.9k -12,922
91 Vanguard Global Advisers, LLC 0.00% of their portfolio MALVERN, PA 38,30338.3k $452.4k $452.4k 0.00% Added +15.8k +15,830
92 GSA CAPITAL PARTNERS LLP 0.03% of their portfolio LONDON, X0 37,26737.3k $440.0k $440.0k 0.03% Reduced -55.9k -55,897
93 MetLife Investment Management, LLC 0.00% of their portfolio Whippany, NJ 36,05936.1k $425.9k $425.9k 0.00% Added +3.9k +3,854
94 Hillsdale Investment Management Inc. 0.01% of their portfolio Toronto, A6 35,87035.9k $423.6k $423.6k 0.01% New
95 VANGUARD ASSET MANAGEMENT, Ltd 0.00% of their portfolio London, EC4N 8AF, X0 35,86735.9k $423.6k $423.6k 0.00% Reduced -582 -582
96 MANUFACTURERS LIFE INSURANCE COMPANY, THE 0.00% of their portfolio Toronto, A6 33,54233.5k $396.1k $396.1k 0.00% Reduced -751 -751
97 SAPIENT CAPITAL LLC 0.00% of their portfolio INDIANAPOLIS, IN 31,94031.9k $377.2k $377.2k 0.00% Reduced -95.8k -95,820
98 Creative Planning 0.00% of their portfolio OVERLAND PARK, KS 29,95130.0k $353.7k $353.7k 0.00% Added +12.1k +12,117
99 PRUDENTIAL FINANCIAL INC 0.00% of their portfolio NEWARK, NJ 29,93529.9k $353.5k $353.5k 0.00% New
100 Jupiter Topco LLC 0.00% of their portfolio NEW YORK, NY 28,80028.8k $340.0k $340.0k 0.00% First filing