Custom Truck One Source Ownership | Who Owns Custom Truck One Source?
Custom Truck One Source Ownership Summary
Custom Truck One Source is owned by 91.36% institutional investors, 4.89% insiders, and 3.76% 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 | 91.36% | 4.89% | 3.76% |
| Sector | Industrials Stocks | 60.70% | 10.27% | 29.03% |
| Industry | Rental & Leasing Service Stocks | 70.40% | 10.24% | 19.36% |
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 % |
|---|---|---|---|---|---|---|---|---|---|---|
| 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% |
| Jun 30, 2023 | 110 | 6.80% | 226,401,600 | 0.03% | 91 | 1.09% | 59 | 15.69% | 32 | - |
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 |
| Vanguard Institutional Extnd Mkt Idx Tr | 974.58K | 0.42% | - |
| Heartland Value Investor | 950.00K | 0.40% | -200.00K |
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
Try Tickergate Pro Free
Customize Everything. 100% Flexibility. Fast and Easy to Use (No code or Excel Needed)
Customize your own personal stocks lists, views and charts
Choose from hundreds of fields, up to 15 years of history
Conduct deep comparison analysis
Discover trending investment themes
Find your next best investment
Research stocks using tools