Custom Truck One Source Ownership | Who Owns Custom Truck One Source?
Custom Truck One Source Ownership Summary
Custom Truck One Source is owned by 93.74% institutional investors, 4.89% insiders, and 1.38% retail investors. Platinum equity advisors, llc/de is the largest institutional shareholder, holding 61.82% of CTOS shares. Allspring Special Small Cap Value A is the top mutual fund, with 1.61% of its assets in Custom Truck One Source shares.
CTOS Ownership Benchmark
| Type | Name | % Inst | % Insiders | % Retail |
|---|---|---|---|---|
| Stock | Custom Truck One Source | 93.74% | 4.89% | 1.38% |
| Sector | Industrials Stocks | 62.82% | 10.55% | 26.63% |
| Industry | Rental & Leasing Service Stocks | 76.75% | 11.19% | 12.06% |
Institutional Shareholders
Top Institutional Shareholders by Total Shares
| Holder | Shares | % Holding | Value |
|---|---|---|---|
| Platinum equity advisors, llc/de | 148.60M | 61.82% | $646.41M |
| Ecp controlco | 25.76M | 10.72% | $112.05M |
| Allspring global investments | 4.93M | 2.05% | $21.47M |
| Blackrock | 3.74M | 1.56% | $16.27M |
| Canvas wealth advisors | 3.55M | 1.48% | $17.66M |
| Mirae asset global etfs | 3.33M | 1.39% | $14.49M |
| Vanguard group | 3.27M | 1.36% | $14.20M |
| Federated hermes | 2.78M | 1.16% | $12.09M |
| Dimensional fund advisors lp | 2.25M | 0.93% | $9.77M |
| Clearbridge investments | 1.87M | 0.78% | $8.15M |
Top Institutional Shareholders by % of Total Assets
| Holder | Shares | % Assets | Value |
|---|---|---|---|
| Platinum equity advisors, llc/de | 148.60M | 89.41% | $646.41M |
| Ecp controlco | 25.76M | 34.61% | $112.05M |
| Canvas wealth advisors | 3.55M | 5.46% | $17.66M |
| R.p. boggs | 1.36M | 3.57% | $5.91M |
| Portolan capital management | 1.19M | 0.42% | $5.16M |
| Register financial advisors | 162.80K | 0.36% | $708.18K |
| Heartland advisors | 1.20M | 0.29% | $5.22M |
| Gsa capital partners llp | 438.12K | 0.13% | $1.91M |
| Sendero wealth management | 162.80K | 0.12% | $708.18K |
| Black diamond financial | 141.74K | 0.12% | $616.55K |
Top Buyers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Mirae asset global etfs | 3.33M | 0.03% | 3.33M |
| Allspring global investments | 4.93M | 0.04% | 3.23M |
| Heartland advisors | 1.20M | 0.29% | 777.95K |
| Kennedy capital management | 778.61K | 0.07% | 733.01K |
| Fuller & thaler asset management | 483.70K | 0.01% | 483.70K |
Top Sellers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Mirae asset global investments | - | - | -1.82M |
| Arrowmark colorado | - | - | -912.00K |
| Schroder investment management group | - | - | -819.30K |
| Maven securities | - | - | -500.00K |
| Millennium management | - | - | -337.33K |
New Positions
| Holder | Shares | % Assets | Change | Value |
|---|---|---|---|---|
| Mirae asset global etfs | 3.33M | 0.03% | 3.33M | $14.49M |
| Fuller & thaler asset management | 483.70K | 0.01% | 483.70K | $2.10M |
| Corebridge financial | 27.45K | 0.00% | 27.45K | $119.39K |
| D.a. davidson | 24.27K | 0.00% | 24.27K | $105.55K |
| Squarepoint ops | 21.68K | 0.00% | 21.68K | $94.33K |
Sold Out
| Holder | Change |
|---|---|
| Nelson, van denburg & campbell wealth management group | -12.00 |
| Nisa investment advisors | -84.00 |
| Quadrant capital group | -85.00 |
| Comerica bank | -100.00 |
| Fortitude family office | -228.00 |
Institutional Ownership Trends
| Date | Holdings | Change % | Shares | Change % | Ownership | Change % | Increased Position | Change % | Decreased Position | Change % |
|---|---|---|---|---|---|---|---|---|---|---|
| Sep 30, 2024 | 120 | 6.19% | 219,754,994 | 0.08% | 93 | 1.12% | 58 | -12.12% | 40 | 33.33% |
| Jun 30, 2024 | 113 | -7.38% | 219,585,378 | 2.40% | 91 | 1.15% | 66 | 20.00% | 30 | -30.23% |
| Mar 31, 2024 | 122 | 4.27% | 214,446,548 | -0.87% | 89 | 1.11% | 55 | -8.33% | 43 | 22.86% |
| Dec 31, 2023 | 117 | 5.41% | 216,339,004 | -2.77% | 89 | 1.10% | 60 | 11.11% | 35 | -5.41% |
| Sep 30, 2023 | 111 | 0.91% | 222,503,307 | -1.72% | 90 | 1.07% | 54 | -8.47% | 37 | 15.63% |
Top Mutual Funds Shareholders
| Holder | Shares | % Holding | Change |
|---|---|---|---|
| Allspring Special Small Cap Value A | 3.76M | 1.61% | -120.00K |
| Global X US Infrastructure Dev ETF | 3.21M | 1.38% | - |
| Vanguard Total Stock Mkt Idx Inv | 1.83M | 0.79% | - |
| T. Rowe Price Small-Cap Stock | 1.63M | 0.69% | 497.20K |
| T. Rowe Price US Small-Cap Core Equity | 1.63M | 0.69% | 1.63M |
| ClearBridge Small Cap C | 1.34M | 0.57% | 191.03K |
| ClearBridge Small Cap | 1.34M | 0.57% | 191.03K |
| iShares Russell 2000 ETF | 1.27M | 0.54% | -2.86K |
| Heartland Value Investor | 950.00K | 0.40% | -200.00K |
| Vanguard Institutional Extnd Mkt Idx Tr | 920.30K | 0.39% | -54.29K |
Recent Insider Transactions
| Date | Name | Role | Activity | Value |
|---|---|---|---|---|
| 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 |
| Aug 07, 2024 | Ross Joe P. | President - Sales | Buy | $335.08K |
| Aug 06, 2024 | Rich Thomas R. | President - Rentals | Buy | $100.65K |
Insider Transactions Trends
| Date | Buy | Sell |
|---|---|---|
| 2024 Q3 | 2 | 1 |
| 2024 Q2 | 6 | - |
| 2024 Q1 | - | - |
| 2023 Q4 | 4 | - |
| 2023 Q3 | 1 | 3 |
CTOS Ownership FAQ
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