Custom Truck One Source Ownership 2024 | Who Owns Custom Truck One Source Now?
Institutional Ownership
12.27%
Insider Ownership
4.83%
Retail Ownership
82.90%
Institutional Holders
68.00
Custom Truck One Source Institutional Shareholders
Institutional Shareholders by % of Total Shares
| Name | % Total Shares | % Total Assets | Current Shares | Change Amount | Change % | Market Value | Date |
|---|---|---|---|---|---|---|---|
| PLATINUM EQUITY ADVISORS, LLC/DE | 61.82% | 89.41% | 148,600,000 | - | - | 646,410,000 | Jun 30, 2024 |
| ECP CONTROLCO, LLC | 10.72% | 34.61% | 25,757,628 | 18,640 | 0.07% | 112,045,682 | Jun 30, 2024 |
| ALLSPRING GLOBAL INVESTMENTS HOLDINGS, LLC | 2.05% | 0.04% | 4,934,780 | 3,234,586 | 190.25% | 21,466,292 | Jun 30, 2024 |
| BLACKROCK INC. | 1.56% | 0.00% | 3,739,889 | -70,685 | -1.85% | 16,268,517 | Jun 30, 2024 |
| CANVAS WEALTH ADVISORS, LLC | 1.48% | 5.46% | 3,546,020 | 58,792 | 1.69% | 17,659,180 | Jun 30, 2024 |
| MIRAE ASSET GLOBAL ETFS HOLDINGS LTD. | 1.39% | 0.03% | 3,331,937 | 3,331,937 | 100.00% | 14,493,926 | Jun 30, 2024 |
| VANGUARD GROUP INC | 1.36% | 0.00% | 3,265,397 | 73,657 | 2.31% | 14,204,477 | Jun 30, 2024 |
| FEDERATED HERMES, INC. | 1.16% | 0.03% | 2,780,000 | -4,476 | -0.16% | 12,093,000,000 | Jun 30, 2024 |
| ALYESKA INVESTMENT GROUP, L.P. | 0.98% | 0.06% | 2,356,870 | 505,570 | 27.31% | 10,252,385 | Jun 30, 2024 |
| DIMENSIONAL FUND ADVISORS LP | 0.93% | 0.00% | 2,246,060 | 410,895 | 22.39% | 9,770,361 | Jun 30, 2024 |
| CLEARBRIDGE INVESTMENTS, LLC | 0.78% | 0.01% | 1,874,190 | -43,278 | -2.26% | 8,152,726 | Jun 30, 2024 |
| GILDER GAGNON HOWE & CO LLC | 0.62% | 0.08% | 1,489,069 | -195,053 | -11.58% | 6,477,450 | Jun 30, 2024 |
| R.P. BOGGS & CO. | 0.56% | 3.57% | 1,357,819 | 40,228 | 3.05% | 5,906,513 | Jun 30, 2024 |
| GEODE CAPITAL MANAGEMENT, LLC | 0.52% | 0.00% | 1,244,364 | -17,334 | -1.37% | 5,414,633 | Jun 30, 2024 |
| STATE STREET CORP | 0.51% | 0.00% | 1,230,467 | 42,113 | 3.54% | 5,352,531,000 | Jun 30, 2024 |
| HEARTLAND ADVISORS INC | 0.50% | 0.29% | 1,200,000 | 777,953 | 184.33% | 5,220,000 | Jun 30, 2024 |
| PORTOLAN CAPITAL MANAGEMENT, LLC | 0.49% | 0.42% | 1,186,380 | -57,902 | -4.65% | 5,160,753 | Jun 30, 2024 |
| KENNEDY CAPITAL MANAGEMENT LLC | 0.32% | 0.07% | 778,611 | 733,014 | 1607.59% | 3,386,958 | Jun 30, 2024 |
| LOOMIS SAYLES & CO L P | 0.32% | 0.00% | 775,090 | - | - | 3,372,000 | Jun 30, 2024 |
| BANK OF AMERICA CORP /DE/ | 0.25% | 0.00% | 608,427 | -2,352 | -0.39% | 2,646,658 | Jun 30, 2024 |
Custom Truck One Source's largest institutional shareholder is PLATINUM EQUITY ADVISORS, LLC/DE, holding 61.82% of the company's total share outstanding, currently valued at $646.41M. The top 10 institutional shareholders own together 83.44% of the company.
Institutional Shareholders by % of Total Assets
| Name | % Total Shares | % Total Assets | Current Shares | Change Amount | Change % | Market Value | Date |
|---|---|---|---|---|---|---|---|
| PLATINUM EQUITY ADVISORS, LLC/DE | 61.82% | 89.41% | 148,600,000 | - | - | 646,410,000 | Jun 30, 2024 |
| ECP CONTROLCO, LLC | 10.72% | 34.61% | 25,757,628 | 18,640 | 0.07% | 112,045,682 | Jun 30, 2024 |
| CANVAS WEALTH ADVISORS, LLC | 1.48% | 5.46% | 3,546,020 | 58,792 | 1.69% | 17,659,180 | Jun 30, 2024 |
| R.P. BOGGS & CO. | 0.56% | 3.57% | 1,357,819 | 40,228 | 3.05% | 5,906,513 | Jun 30, 2024 |
| PORTOLAN CAPITAL MANAGEMENT, LLC | 0.49% | 0.42% | 1,186,380 | -57,902 | -4.65% | 5,160,753 | Jun 30, 2024 |
| REGISTER FINANCIAL ADVISORS LLC | 0.07% | 0.36% | 162,800 | -16,500 | -9.20% | 708,180 | Jun 30, 2024 |
| HEARTLAND ADVISORS INC | 0.50% | 0.29% | 1,200,000 | 777,953 | 184.33% | 5,220,000 | Jun 30, 2024 |
| GSA CAPITAL PARTNERS LLP | 0.18% | 0.13% | 438,119 | 152,309 | 53.29% | 1,906,000 | Jun 30, 2024 |
| SENDERO WEALTH MANAGEMENT, LLC | 0.07% | 0.12% | 162,800 | 10,000 | 6.54% | 708,180 | Jun 30, 2024 |
| BLACK DIAMOND FINANCIAL, LLC | 0.06% | 0.12% | 141,735 | 20,100 | 16.52% | 616,548 | Jun 30, 2024 |
| MAVEN SECURITIES LTD | 0.21% | 0.09% | 500,000 | 500,000 | 100.00% | 2,175,000 | Jun 30, 2024 |
| GILDER GAGNON HOWE & CO LLC | 0.62% | 0.08% | 1,489,069 | -195,053 | -11.58% | 6,477,450 | Jun 30, 2024 |
| KENNEDY CAPITAL MANAGEMENT LLC | 0.32% | 0.07% | 778,611 | 733,014 | 1607.59% | 3,386,958 | Jun 30, 2024 |
| ARBOR WEALTH ADVISORS LLC | 0.01% | 0.07% | 15,260 | - | - | 66,381 | Jun 30, 2024 |
| ALYESKA INVESTMENT GROUP, L.P. | 0.98% | 0.06% | 2,356,870 | 505,570 | 27.31% | 10,252,385 | Jun 30, 2024 |
| STONERIDGE INVESTMENT PARTNERS LLC | 0.01% | 0.04% | 24,722 | - | - | 108,000 | Jun 30, 2024 |
| ALLSPRING GLOBAL INVESTMENTS HOLDINGS, LLC | 2.05% | 0.04% | 4,934,780 | 3,234,586 | 190.25% | 21,466,292 | Jun 30, 2024 |
| MIRAE ASSET GLOBAL ETFS HOLDINGS LTD. | 1.39% | 0.03% | 3,331,937 | 3,331,937 | 100.00% | 14,493,926 | Jun 30, 2024 |
| FEDERATED HERMES, INC. | 1.16% | 0.03% | 2,780,000 | -4,476 | -0.16% | 12,093,000,000 | Jun 30, 2024 |
| PALOMA PARTNERS MANAGEMENT CO | 0.09% | 0.03% | 217,904 | 12,904 | 6.29% | 947,882 | Jun 30, 2024 |
The largest Custom Truck One Source shareholder by % of total assets is PLATINUM EQUITY ADVISORS, LLC/DE. The company owns 148.60M shares of Custom Truck One Source (CTOS), representing 89.41% of its total assets.
Institutional Buyers
| Name | % Total Shares | % Total Assets | Current Shares | Change Amount | Change % | Market Value | Date |
|---|---|---|---|---|---|---|---|
| MIRAE ASSET GLOBAL ETFS HOLDINGS LTD. | 1.39% | 0.03% | 3,331,937 | 3,331,937 | 100.00% | 14,493,926 | Jun 30, 2024 |
| ALLSPRING GLOBAL INVESTMENTS HOLDINGS, LLC | 2.05% | 0.04% | 4,934,780 | 3,234,586 | 190.25% | 21,466,292 | Jun 30, 2024 |
| HEARTLAND ADVISORS INC | 0.50% | 0.29% | 1,200,000 | 777,953 | 184.33% | 5,220,000 | Jun 30, 2024 |
| KENNEDY CAPITAL MANAGEMENT LLC | 0.32% | 0.07% | 778,611 | 733,014 | 1607.59% | 3,386,958 | Jun 30, 2024 |
| ALYESKA INVESTMENT GROUP, L.P. | 0.98% | 0.06% | 2,356,870 | 505,570 | 27.31% | 10,252,385 | Jun 30, 2024 |
| MAVEN SECURITIES LTD | 0.21% | 0.09% | 500,000 | 500,000 | 100.00% | 2,175,000 | Jun 30, 2024 |
| FULLER & THALER ASSET MANAGEMENT, INC. | 0.20% | 0.01% | 483,700 | 483,700 | 100.00% | 2,104,095 | Jun 30, 2024 |
| ALYESKA INVESTMENT GROUP, L.P. | 0.20% | 0.01% | 479,592 | 479,592 | 100.00% | 2,086,225 | Jun 30, 2024 |
| DIMENSIONAL FUND ADVISORS LP | 0.93% | 0.00% | 2,246,060 | 410,895 | 22.39% | 9,770,361 | Jun 30, 2024 |
| FIRST EAGLE INVESTMENT MANAGEMENT, LLC | 0.13% | 0.00% | 305,338 | 305,338 | 100.00% | 1,328,220 | Jun 30, 2024 |
| FIRST TRUST ADVISORS LP | 0.24% | 0.00% | 568,373 | 209,778 | 58.50% | 2,472,422 | Jun 30, 2024 |
| GSA CAPITAL PARTNERS LLP | 0.18% | 0.13% | 438,119 | 152,309 | 53.29% | 1,906,000 | Jun 30, 2024 |
| VANGUARD GROUP INC | 1.36% | 0.00% | 3,265,397 | 73,657 | 2.31% | 14,204,477 | Jun 30, 2024 |
| MARINER, LLC | 0.04% | 0.00% | 107,779 | 66,083 | 158.49% | 468,840 | Jun 30, 2024 |
| CANVAS WEALTH ADVISORS, LLC | 1.48% | 5.46% | 3,546,020 | 58,792 | 1.69% | 17,659,180 | Jun 30, 2024 |
| JUMP FINANCIAL, LLC | 0.04% | 0.01% | 85,000 | 52,500 | 161.54% | 369,750 | Jun 30, 2024 |
| STATE STREET CORP | 0.51% | 0.00% | 1,230,467 | 42,113 | 3.54% | 5,352,531,000 | Jun 30, 2024 |
| R.P. BOGGS & CO. | 0.56% | 3.57% | 1,357,819 | 40,228 | 3.05% | 5,906,513 | Jun 30, 2024 |
| QUADRATURE CAPITAL LTD | 0.02% | 0.00% | 57,121 | 35,356 | 162.44% | 247,620 | Jun 30, 2024 |
| VERITION FUND MANAGEMENT LLC | 0.01% | 0.00% | 31,891 | 31,891 | 100.00% | 138,726 | Jun 30, 2024 |
As of Jun 30 2024, Custom Truck One Source's largest institutional buyer is MIRAE ASSET GLOBAL ETFS HOLDINGS LTD.. The company purchased 3.33M stocks of CTOS, valued at $14.49M.
Institutional Sellers
| Name | % Total Shares | % Total Assets | Current Shares | Change Amount | Change % | Market Value | Date |
|---|---|---|---|---|---|---|---|
| MIRAE ASSET GLOBAL INVESTMENTS CO., LTD. | - | - | - | -1,817,365 | -100.00% | - | Jun 30, 2024 |
| ARROWMARK COLORADO HOLDINGS LLC | - | - | - | -912,000 | -100.00% | - | Jun 30, 2024 |
| SCHRODER INVESTMENT MANAGEMENT GROUP | - | - | - | -819,304 | -100.00% | - | Jun 30, 2024 |
| MILLENNIUM MANAGEMENT LLC | - | - | - | -337,331 | -100.00% | - | Jun 30, 2024 |
| NUVEEN ASSET MANAGEMENT, LLC | 0.06% | 0.00% | 154,702 | -322,260 | -67.57% | 672,954 | Jun 30, 2024 |
| TWO SIGMA INVESTMENTS, LP | 0.05% | 0.00% | 111,341 | -308,658 | -73.49% | 484,333 | Jun 30, 2024 |
| JANUS HENDERSON GROUP PLC | 0.02% | 0.00% | 53,100 | -238,085 | -81.76% | 230,720 | Jun 30, 2024 |
| GILDER GAGNON HOWE & CO LLC | 0.62% | 0.08% | 1,489,069 | -195,053 | -11.58% | 6,477,450 | Jun 30, 2024 |
| CONNOR, CLARK & LUNN INVESTMENT MANAGEMENT LTD. | - | - | - | -134,502 | -100.00% | - | Jun 30, 2024 |
| FRANKLIN RESOURCES INC | - | - | - | -108,811 | -100.00% | - | Jun 30, 2024 |
| ALGERT GLOBAL LLC | 0.07% | 0.02% | 163,463 | -103,240 | -38.71% | 711,000 | Jun 30, 2024 |
| BLACKROCK INC. | 1.56% | 0.00% | 3,739,889 | -70,685 | -1.85% | 16,268,517 | Jun 30, 2024 |
| NEW YORK LIFE INVESTMENT MANAGEMENT LLC | - | - | - | -64,249 | -100.00% | - | Jun 30, 2024 |
| BALYASNY ASSET MANAGEMENT L.P. | - | - | - | -63,197 | -100.00% | - | Jun 30, 2024 |
| PORTOLAN CAPITAL MANAGEMENT, LLC | 0.49% | 0.42% | 1,186,380 | -57,902 | -4.65% | 5,160,753 | Jun 30, 2024 |
| BEDEL FINANCIAL CONSULTING, INC. | - | - | - | -45,227 | -100.00% | - | Jun 30, 2024 |
| RENAISSANCE TECHNOLOGIES LLC | - | - | - | -44,000 | -100.00% | - | Jun 30, 2024 |
| CLEARBRIDGE INVESTMENTS, LLC | 0.78% | 0.01% | 1,874,190 | -43,278 | -2.26% | 8,152,726 | Jun 30, 2024 |
| CAMPBELL & CO INVESTMENT ADVISER LLC | - | - | - | -34,654 | -100.00% | - | Jun 30, 2024 |
| BARCLAYS PLC | 0.01% | - | 18,801 | -32,711 | -63.50% | 81,000 | Jun 30, 2024 |
As of Jun 30 2024, Custom Truck One Source's biggest institutional seller is MIRAE ASSET GLOBAL INVESTMENTS CO., LTD.. The company sold -1.82M shares of CTOS, valued at -.
Institutional New positions
| Name | % Total Shares | % Total Assets | Current Shares | Change Amount | Change % | Market Value | Date |
|---|---|---|---|---|---|---|---|
| MIRAE ASSET GLOBAL ETFS HOLDINGS LTD. | 1.39% | 0.03% | 3,331,937 | 3,331,937 | 100.00% | 14,493,926 | Jun 30, 2024 |
| MAVEN SECURITIES LTD | 0.21% | 0.09% | 500,000 | 500,000 | 100.00% | 2,175,000 | Jun 30, 2024 |
| FULLER & THALER ASSET MANAGEMENT, INC. | 0.20% | 0.01% | 483,700 | 483,700 | 100.00% | 2,104,095 | Jun 30, 2024 |
| FIRST EAGLE INVESTMENT MANAGEMENT, LLC | 0.13% | 0.00% | 305,338 | 305,338 | 100.00% | 1,328,220 | Jun 30, 2024 |
| VERITION FUND MANAGEMENT LLC | 0.01% | 0.00% | 31,891 | 31,891 | 100.00% | 138,726 | Jun 30, 2024 |
| COREBRIDGE FINANCIAL, INC. | 0.01% | 0.00% | 27,445 | 27,445 | 100.00% | 119,386 | Jun 30, 2024 |
| D.A. DAVIDSON & CO. | 0.01% | 0.00% | 24,265 | 24,265 | 100.00% | 105,553,000 | Jun 30, 2024 |
| SQUAREPOINT OPS LLC | 0.01% | 0.00% | 21,685 | 21,685 | 100.00% | 94,330 | Jun 30, 2024 |
| FIRST MERCHANTS CORP | 0.01% | 0.00% | 20,000 | 20,000 | 100.00% | 87,000 | Jun 30, 2024 |
| VICTORY CAPITAL MANAGEMENT INC | 0.00% | - | 10,781 | 10,781 | 100.00% | 46,897 | Jun 30, 2024 |
| RAYMOND JAMES & ASSOCIATES | 0.00% | - | 10,266 | 10,266 | 100.00% | 44,657 | Jun 30, 2024 |
| STIFEL FINANCIAL CORP | 0.00% | - | 10,040 | 10,040 | 100.00% | 43,674 | Jun 30, 2024 |
| STATE OF WYOMING | 0.00% | 0.01% | 7,410 | 7,410 | 100.00% | 32,234 | Jun 30, 2024 |
| INNEALTA CAPITAL, LLC | 0.00% | 0.01% | 5,203 | 5,203 | 100.00% | 22,633 | Jun 30, 2024 |
| SIMPLEX TRADING, LLC | 0.00% | - | 635 | 635 | 100.00% | 2,000 | Jun 30, 2024 |
| SRS CAPITAL ADVISORS, INC. | 0.00% | 0.00% | 415 | 415 | 100.00% | 1,806 | Jun 30, 2024 |
| CWM, LLC | 0.00% | - | 397 | 397 | 100.00% | 2,000 | Jun 30, 2024 |
| US BANCORP \DE\ | 0.00% | - | 395 | 395 | 100.00% | 1,718 | Jun 30, 2024 |
| RISE ADVISORS, LLC | 0.00% | 0.00% | 200 | 200 | 100.00% | 870 | Jun 30, 2024 |
| LINDBROOK CAPITAL, LLC | 0.00% | 0.00% | 197 | 197 | 100.00% | 857 | Jun 30, 2024 |
| MACQUARIE GROUP LTD | 0.00% | - | 185 | 185 | 100.00% | 805 | Jun 30, 2024 |
| HUNTINGTON NATIONAL BANK | - | - | 93 | 93 | 100.00% | 405 | Jun 30, 2024 |
Custom Truck One Source's largest new institutional shareholder by number of shares is MIRAE ASSET GLOBAL ETFS HOLDINGS LTD., purchased 3.33M shares, valued at $14.49M, as of undefined.
Institutional Sold Out
| Name | % Total Shares | % Total Assets | Current Shares | Change Amount | Change % | Market Value | Date |
|---|---|---|---|---|---|---|---|
| MIRAE ASSET GLOBAL INVESTMENTS CO., LTD. | - | - | - | -1,817,365 | -100.00% | - | Jun 30, 2024 |
| ARROWMARK COLORADO HOLDINGS LLC | - | - | - | -912,000 | -100.00% | - | Jun 30, 2024 |
| SCHRODER INVESTMENT MANAGEMENT GROUP | - | - | - | -819,304 | -100.00% | - | Jun 30, 2024 |
| MILLENNIUM MANAGEMENT LLC | - | - | - | -337,331 | -100.00% | - | Jun 30, 2024 |
| CONNOR, CLARK & LUNN INVESTMENT MANAGEMENT LTD. | - | - | - | -134,502 | -100.00% | - | Jun 30, 2024 |
| FRANKLIN RESOURCES INC | - | - | - | -108,811 | -100.00% | - | Jun 30, 2024 |
| NEW YORK LIFE INVESTMENT MANAGEMENT LLC | - | - | - | -64,249 | -100.00% | - | Jun 30, 2024 |
| BALYASNY ASSET MANAGEMENT L.P. | - | - | - | -63,197 | -100.00% | - | Jun 30, 2024 |
| BEDEL FINANCIAL CONSULTING, INC. | - | - | - | -45,227 | -100.00% | - | Jun 30, 2024 |
| RENAISSANCE TECHNOLOGIES LLC | - | - | - | -44,000 | -100.00% | - | Jun 30, 2024 |
| CAMPBELL & CO INVESTMENT ADVISER LLC | - | - | - | -34,654 | -100.00% | - | Jun 30, 2024 |
| SHERBROOKE PARK ADVISERS LLC | - | - | - | -31,031 | -100.00% | - | Jun 30, 2024 |
| AMERICAN INTERNATIONAL GROUP, INC. | - | - | - | -27,564 | -100.00% | - | Jun 30, 2024 |
| ARISTIDES CAPITAL LLC | - | - | - | -22,409 | -100.00% | - | Jun 30, 2024 |
| AMERICAN CENTURY COMPANIES INC | - | - | - | -20,859 | -100.00% | - | Jun 30, 2024 |
| QUBE RESEARCH & TECHNOLOGIES LTD | - | - | - | -15,146 | -100.00% | - | Jun 30, 2024 |
| POINT72 ASSET MANAGEMENT, L.P. | - | - | - | -14,200 | -100.00% | - | Jun 30, 2024 |
| MQS MANAGEMENT LLC | - | - | - | -12,970 | -100.00% | - | Jun 30, 2024 |
| PROSHARE ADVISORS LLC | - | - | - | -10,049 | -100.00% | - | Jun 30, 2024 |
| LAZARD ASSET MANAGEMENT LLC | - | - | - | -4,959 | -100.00% | - | Jun 30, 2024 |
| DEKABANK DEUTSCHE GIROZENTRALE | - | - | - | -4,959 | -100.00% | - | Jun 30, 2024 |
| METROPOLITAN LIFE INSURANCE CO/NY | - | - | - | -1,755 | -100.00% | - | Jun 30, 2024 |
| GAMMA INVESTING LLC | - | - | - | -1,096 | -100.00% | - | Jun 30, 2024 |
| FORTITUDE FAMILY OFFICE, LLC | - | - | - | -228 | -100.00% | - | Jun 30, 2024 |
| COMERICA BANK | - | - | - | -100 | -100.00% | - | Jun 30, 2024 |
| QUADRANT CAPITAL GROUP LLC | - | - | - | -85 | -100.00% | - | Jun 30, 2024 |
| NELSON, VAN DENBURG & CAMPBELL WEALTH MANAGEMENT GROUP, LLC | - | - | - | -12 | -100.00% | - | Jun 30, 2024 |
Custom Truck One Source's largest sold out institutional shareholder by shares sold is MIRAE ASSET GLOBAL INVESTMENTS CO., LTD., sold -1.82M shares, valued at -, as of undefined.
Custom Truck One Source Mutual Fund Holders
| Name | % Total Assets | Total Shares | Change Amount | Change % | Date |
|---|---|---|---|---|---|
| HEARTLAND GROUP INC | 0.75% | 422,047 | 422,047 | - | Mar 31, 2024 |
| MERIDIAN FUND INC | 0.39% | 912,000 | -90,000 | -8.98% | Mar 28, 2024 |
| FIDELITY CAPITAL TRUST | 0.16% | 1,785,465 | - | - | Jan 31, 2024 |
| FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND | 0.09% | 355,530 | -30,947 | -8.01% | Jan 31, 2024 |
| VANGUARD VALLEY FORGE FUNDS | 0.08% | 42,875 | - | - | Mar 31, 2024 |
| PUTNAM INVESTMENT FUNDS | 0.08% | 403,150 | -38,100 | -8.63% | Feb 29, 2024 |
| Global X Funds | 0.06% | 2,736,420 | 738,192 | 36.94% | Feb 29, 2024 |
| Brinker Capital Destinations Trust | 0.06% | 3,652,564 | 308,064 | 9.21% | Feb 29, 2024 |
| Federated Hermes Equity Funds | 0.04% | 734,720 | - | - | Jan 31, 2024 |
| FIDELITY SECURITIES FUND | 0.02% | 2,222,816 | - | - | Jan 31, 2024 |
| Federated Hermes MDT Series | 0.02% | 58,125 | - | - | Jan 31, 2024 |
| WESMARK FUNDS | 0.02% | 75,722 | - | - | Mar 31, 2024 |
| IndexIQ ETF Trust | 0.02% | 47,910 | -3,356 | -6.55% | Jan 31, 2024 |
| Guardian Variable Products Trust | 0.02% | 307,117 | -17,200 | -5.30% | Mar 31, 2024 |
| QUANTITATIVE MASTER SERIES LLC | 0.02% | 100,889 | - | - | Mar 31, 2024 |
| DEUTSCHE DWS INVESTMENTS VIT FUNDS | 0.01% | 8,760 | - | - | Mar 31, 2024 |
| VANGUARD INDEX FUNDS | 0.01% | 2,683,114 | -738,157 | -21.58% | Mar 31, 2024 |
| TIAA SEPARATE ACCOUNT VA 1 | 0.00% | 1,008 | - | - | Mar 31, 2024 |
| LEGG MASON PARTNERS INVESTMENT TRUST | 0.00% | 191,030 | - | - | Mar 28, 2024 |
| SCHWAB CAPITAL TRUST | 0.00% | 156,365 | - | - | Jan 31, 2024 |
| NEW COVENANT FUNDS | 0.00% | 15,463 | - | - | Dec 31, 2023 |
| FIDELITY CONCORD STREET TRUST | 0.00% | 526,812 | -2,482 | -0.47% | Feb 29, 2024 |
| Janus Detroit Street Trust | 0.00% | 282,839 | 35,722 | 14.46% | Jan 31, 2024 |
| PUTNAM VARIABLE TRUST | 0.00% | 62,600 | -131,600 | -67.77% | Mar 31, 2024 |
| ALLSPRING FUNDS TRUST | 0.00% | 761,809 | -150,000 | -16.45% | Mar 31, 2024 |
| Calvert Variable Products, Inc. | 0.00% | 4,543 | - | - | Mar 31, 2024 |
| Dimensional ETF Trust | 0.00% | 695,331 | 528,832 | 317.62% | Jan 31, 2024 |
| HARTFORD MUTUAL FUNDS II INC | 0.00% | 242,167 | -51,412 | -17.51% | Jan 31, 2024 |
| PRINCIPAL VARIABLE CONTRACTS FUNDS INC | 0.00% | 60,100 | - | - | Mar 31, 2024 |
| SEASONS SERIES TRUST | 0.00% | 32,196 | -12,883 | -28.58% | Mar 31, 2024 |
| VANGUARD INSTITUTIONAL INDEX FUNDS | 0.00% | 39,574 | -2,939 | -6.91% | Mar 31, 2024 |
| AdvisorShares Trust | 0.00% | 5,060 | - | - | Mar 28, 2024 |
| FIDELITY COVINGTON TRUST | 0.00% | 14,778 | 3,066 | 26.18% | Mar 31, 2024 |
| CLEARWATER INVESTMENT TRUST | 0.00% | 7,516 | 7,516 | - | Mar 28, 2024 |
| INVESCO EXCHANGE-TRADED FUND TRUST | 0.00% | 57,602 | 54 | 0.09% | Jan 31, 2024 |
| VALIC Co I | 0.00% | 189,548 | -2,448 | -1.28% | Feb 29, 2024 |
| Voya VARIABLE PORTFOLIOS INC | 0.00% | 20,316 | -5,894 | -22.49% | Mar 31, 2024 |
| STATE STREET VARIABLE INSURANCE SERIES FUNDS INC | 0.00% | 2,894 | - | - | Mar 31, 2024 |
| GPS Funds I | 0.00% | 3,088 | - | - | Mar 31, 2024 |
| Invesco Exchange-Traded Fund Trust II | 0.00% | 172,794 | - | - | Jan 31, 2024 |
| SCHWAB STRATEGIC TRUST | 0.00% | 321,401 | 11,130 | 3.59% | Feb 29, 2024 |
| Fidelity Rutland Square Trust II | 0.00% | 600,138 | - | - | Feb 29, 2024 |
| Federated Hermes Global Allocation Fund | 0.00% | 4,608 | -1,640 | -26.25% | Feb 29, 2024 |
| DFA INVESTMENT DIMENSIONS GROUP INC | 0.00% | 454,556 | 119,175 | 35.53% | Jan 31, 2024 |
| COLLEGE RETIREMENT EQUITIES FUND | 0.00% | 352,988 | 291,660 | 475.57% | Mar 31, 2024 |
| FIDELITY ADVISOR SERIES I | 0.00% | 58,906 | - | - | Feb 29, 2024 |
| HC CAPITAL TRUST | 0.00% | 10,001 | - | - | Mar 31, 2024 |
| STATE STREET INSTITUTIONAL INVESTMENT TRUST | 0.00% | 19,100 | - | - | Mar 31, 2024 |
| VARIABLE INSURANCE PRODUCTS FUND II | 0.00% | 3,355 | - | - | Mar 31, 2024 |
| TIAA-CREF LIFE FUNDS | 0.00% | 688 | - | - | Mar 31, 2024 |
| EMPOWER FUNDS, INC. | 0.00% | 247,004 | - | - | Mar 31, 2024 |
| FLEXSHARES TRUST | 0.00% | 16,434 | 4,214 | 34.48% | Jan 31, 2024 |
| AMERICAN CENTURY ETF TRUST | 0.00% | 21,013 | -80 | -0.38% | Feb 29, 2024 |
| Brighthouse Funds Trust II | 0.00% | 166,555 | -1,947 | -1.16% | Mar 31, 2024 |
| NORTHERN FUNDS | 0.00% | 25,285 | 1,576 | 6.65% | Mar 28, 2024 |
| T. Rowe Price Index Trust, Inc. | 0.00% | 3,647 | 260 | 7.68% | Mar 31, 2024 |
| Legg Mason Global Asset Management Trust | 0.00% | 1,110,538 | - | - | Jan 31, 2024 |
| VANGUARD SCOTTSDALE FUNDS | 0.00% | 262,247 | 32,751 | 14.27% | Feb 29, 2024 |
| EQ ADVISORS TRUST | 0.00% | 148,017 | 5,100 | 3.57% | Mar 31, 2024 |
| RYDEX SERIES FUNDS | 0.00% | 517 | - | - | Dec 31, 2023 |
| iSHARES TRUST | 0.00% | 1,936,649 | -132,473 | -6.40% | Mar 31, 2024 |
| North Square Investments Trust | 0.00% | 1,043 | - | - | Jan 31, 2024 |
| Invesco Exchange-Traded Self-Indexed Fund Trust | 0.00% | 22,110 | - | - | Feb 29, 2024 |
| Guggenheim Active Allocation Fund | 0.00% | 540 | - | - | Feb 29, 2024 |
| J.P. Morgan Exchange-Traded Fund Trust | 0.00% | 36,130 | 2,294 | 6.78% | Jan 31, 2024 |
| FIRST TRUST EXCHANGE-TRADED FUND | 0.00% | 754 | - | - | Mar 31, 2024 |
| PENN SERIES FUNDS INC | 0.00% | 2,100 | - | - | Mar 28, 2024 |
| LOOMIS SAYLES FUNDS I | 0.00% | 206,308 | - | - | Mar 31, 2024 |
| RYDEX DYNAMIC FUNDS | 0.00% | 257 | - | - | Dec 31, 2023 |
| NATIONWIDE VARIABLE INSURANCE TRUST | 0.00% | 8,074 | - | - | Mar 31, 2024 |
| Brighthouse Funds Trust I | 0.00% | 387,122 | -17,737 | -4.38% | Mar 31, 2024 |
| WisdomTree Trust | 0.00% | 97,757 | -2,638 | -2.63% | Mar 31, 2024 |
| TIAA-CREF FUNDS | 0.00% | 135,141 | - | - | Jan 31, 2024 |
| NATIONWIDE MUTUAL FUNDS | 0.00% | 5,348 | -44 | -0.82% | Jan 31, 2024 |
| Blackstone Alternative Investment Funds | 0.00% | 4,600 | 2,000 | 76.92% | Mar 31, 2024 |
| ProFunds | 0.00% | 434 | -43 | -9.01% | Mar 31, 2024 |
| USAA MUTUAL FUNDS TRUST | 0.00% | 7,732 | 966 | 14.28% | Jan 31, 2024 |
| PROSHARES TRUST | 0.00% | 8,315 | 985 | 13.44% | Feb 29, 2024 |
| RYDEX VARIABLE TRUST | 0.00% | 34 | - | - | Dec 31, 2023 |
| LINCOLN VARIABLE INSURANCE PRODUCTS TRUST | 0.00% | 65,357 | 11,310 | 20.93% | Mar 31, 2024 |
| MORGAN STANLEY PATHWAY FUNDS | 0.00% | 2,528 | - | - | Feb 29, 2024 |
| Brinker Capital Destinations Trust | 0.00% | 1,054 | - | - | Feb 29, 2024 |
| SUNAMERICA SERIES TRUST | 0.00% | 6,428 | -26 | -0.40% | Jan 31, 2024 |
| ETF Series Solutions | 0.00% | 272 | - | - | Jan 31, 2024 |
| VANGUARD WELLINGTON FUND | 0.00% | 5,003 | - | - | Feb 29, 2024 |
| JOHN HANCOCK VARIABLE INSURANCE TRUST | 0.00% | 25,748 | 2,916 | 12.77% | Mar 31, 2024 |
| FIDELITY SALEM STREET TRUST | 0.00% | 27,999 | 3,284 | 13.29% | Mar 31, 2024 |
| PACIFIC SELECT FUND | 0.00% | 18,698 | -310 | -1.63% | Mar 31, 2024 |
| MASSMUTUAL SELECT FUNDS | 0.00% | 4,629 | - | - | Dec 31, 2023 |
| Bridge Builder Trust | 0.00% | 10,631 | - | - | Mar 31, 2024 |
| Advisors' Inner Circle Fund III | 0.00% | 191 | 37 | 24.03% | Jan 31, 2024 |
| BlackRock Variable Series Funds, Inc. | 0.00% | 7,030 | - | - | Mar 31, 2024 |
| BLACKROCK FUNDS | 0.00% | 7,977 | - | - | Jan 31, 2024 |
| PRINCIPAL FUNDS, INC. | 0.00% | 7,153 | 1,539 | 27.41% | Jan 31, 2024 |
| SEI INSTITUTIONAL INVESTMENTS TRUST | 0.00% | 14,400 | - | - | Feb 29, 2024 |
| John Hancock Funds II | 0.00% | 4,895 | - | - | Feb 29, 2024 |
Custom Truck One Source's largest mutual fund holder by % of total assets is "HEARTLAND GROUP INC", owning 422.05K shares, compromising 0.75% of its total assets.
Custom Truck One Source Institutional Ownership Trends
Institutional Holdings Trend
| Date | Holdings | Change % |
|---|---|---|
| 30 Jun, 24 | 68 | -44.26% |
| 31 Mar, 24 | 122 | 4.27% |
| 31 Dec, 23 | 117 | 5.41% |
| 30 Sep, 23 | 111 | 0.91% |
| 30 Jun, 23 | 110 | 6.80% |
| 31 Mar, 23 | 103 | 18.39% |
| 31 Dec, 22 | 87 | 2.35% |
| 30 Sep, 22 | 85 | -1.16% |
| 30 Jun, 22 | 86 | 4.88% |
| 31 Mar, 22 | 82 | -6.82% |
| 31 Dec, 21 | 88 | 18.92% |
| 30 Sep, 21 | 74 | - |
| 30 Jun, 21 | 74 | 3600.00% |
| 31 Mar, 21 | 2 | 100.00% |
| 31 Dec, 20 | 1 | - |
As of 30 Jun 24, 68 institutions are holding Custom Truck One Source's shares, representing a decrease of -44.26% compared to the previous quarter.
Shares Outstanding Trend
| Date | Shares Outstanding | Change % |
|---|---|---|
| 30 Jun, 24 | 29,489,574 | -86.25% |
| 31 Mar, 24 | 214,446,548 | -0.87% |
| 31 Dec, 23 | 216,339,004 | -2.77% |
| 30 Sep, 23 | 222,503,307 | -1.72% |
| 30 Jun, 23 | 226,401,600 | 0.03% |
| 31 Mar, 23 | 226,326,868 | -0.58% |
| 31 Dec, 22 | 227,655,644 | -0.50% |
| 30 Sep, 22 | 228,806,218 | -0.22% |
| 30 Jun, 22 | 229,309,264 | 0.82% |
| 31 Mar, 22 | 227,438,087 | 1.67% |
| 31 Dec, 21 | 223,698,157 | 2.58% |
| 30 Sep, 21 | 218,067,420 | 2.40% |
| 30 Jun, 21 | 212,947,386 | 277106.66% |
| 31 Mar, 21 | 76,819 | 49782.47% |
| 31 Dec, 20 | 154 | - |
Custom Truck One Source (CTOS) has 29.49M shares outstanding as of 30 Jun 24, down -86.25% compared to the previous quarter.
Institutional Ownership Trend
| Date | Ownership % | Change % |
|---|---|---|
| 30 Jun, 24 | 12.27% | 0.15% |
| 31 Mar, 24 | 89.22% | 1.11% |
| 31 Dec, 23 | 89.76% | 1.10% |
| 30 Sep, 23 | 90.52% | 1.07% |
| 30 Jun, 23 | 91.98% | 1.09% |
| 31 Mar, 23 | 91.98% | 1.09% |
| 31 Dec, 22 | 91.68% | 0.99% |
| 30 Sep, 22 | 96.06% | 1.12% |
| 30 Jun, 22 | 92.56% | 1.09% |
| 31 Mar, 22 | 92.06% | 1.07% |
| 31 Dec, 21 | 92.68% | 1.16% |
| 30 Sep, 21 | 89.27% | 1.17% |
| 30 Jun, 21 | 87.36% | 8800211.43% |
| 31 Mar, 21 | 0.03% | 498824700.00% |
| 31 Dec, 20 | 0.00% | - |
As of 30 Jun 24, Custom Truck One Source is held by 12.27% institutional shareholders, representing a 0.15% growth compared to 31 Mar 24.
Institutional Increased Positions Trend
| Date | Increased Positions | Change % |
|---|---|---|
| 30 Jun, 24 | 44 | -20.00% |
| 31 Mar, 24 | 55 | -8.33% |
| 31 Dec, 23 | 60 | 11.11% |
| 30 Sep, 23 | 54 | -8.47% |
| 30 Jun, 23 | 59 | 15.69% |
| 31 Mar, 23 | 51 | 37.84% |
| 31 Dec, 22 | 37 | -26.00% |
| 30 Sep, 22 | 50 | 6.38% |
| 30 Jun, 22 | 47 | 2.17% |
| 31 Mar, 22 | 46 | -19.30% |
| 31 Dec, 21 | 57 | 14.00% |
| 30 Sep, 21 | 50 | -29.58% |
| 30 Jun, 21 | 71 | 7000.00% |
| 31 Mar, 21 | 1 | - |
| 31 Dec, 20 | 1 | - |
44 institutional shareholders have increased their position in CTOS stock as of 30 Jun 24 compared to 55 in the previous quarter (a -20.00% decrease).
Institutional Reduced Positions Trend
| Date | Reduced Positions | Change % |
|---|---|---|
| 30 Jun, 24 | 12 | -72.09% |
| 31 Mar, 24 | 43 | 22.86% |
| 31 Dec, 23 | 35 | -5.41% |
| 30 Sep, 23 | 37 | 15.63% |
| 30 Jun, 23 | 32 | - |
| 31 Mar, 23 | 32 | - |
| 31 Dec, 22 | 32 | 39.13% |
| 30 Sep, 22 | 23 | -23.33% |
| 30 Jun, 22 | 30 | 7.14% |
| 31 Mar, 22 | 28 | 27.27% |
| 31 Dec, 21 | 22 | 69.23% |
| 30 Sep, 21 | 13 | - |
| 30 Jun, 21 | - | - |
| 31 Mar, 21 | - | - |
| 31 Dec, 20 | - | - |
12 institutional shareholders have reduced their position in CTOS stock as of 30 Jun 24 compared to 43 in the previous quarter (a -72.09% decrease).
All Institutional Ownership Trend Data
| Date | Holdings | Change % | Shares Outstanding | Change % | Ownership % | Change % | Increased Positions | Change % | Reduced Positions | Change % |
|---|---|---|---|---|---|---|---|---|---|---|
| 30 Jun, 24 | 68 | -44.26% | 29,489,574 | -86.25% | 12.27% | 0.15% | 44 | -20.00% | 12 | -72.09% |
| 31 Mar, 24 | 122 | 4.27% | 214,446,548 | -0.87% | 89.22% | 1.11% | 55 | -8.33% | 43 | 22.86% |
| 31 Dec, 23 | 117 | 5.41% | 216,339,004 | -2.77% | 89.76% | 1.10% | 60 | 11.11% | 35 | -5.41% |
| 30 Sep, 23 | 111 | 0.91% | 222,503,307 | -1.72% | 90.52% | 1.07% | 54 | -8.47% | 37 | 15.63% |
| 30 Jun, 23 | 110 | 6.80% | 226,401,600 | 0.03% | 91.98% | 1.09% | 59 | 15.69% | 32 | - |
| 31 Mar, 23 | 103 | 18.39% | 226,326,868 | -0.58% | 91.98% | 1.09% | 51 | 37.84% | 32 | - |
| 31 Dec, 22 | 87 | 2.35% | 227,655,644 | -0.50% | 91.68% | 0.99% | 37 | -26.00% | 32 | 39.13% |
| 30 Sep, 22 | 85 | -1.16% | 228,806,218 | -0.22% | 96.06% | 1.12% | 50 | 6.38% | 23 | -23.33% |
| 30 Jun, 22 | 86 | 4.88% | 229,309,264 | 0.82% | 92.56% | 1.09% | 47 | 2.17% | 30 | 7.14% |
| 31 Mar, 22 | 82 | -6.82% | 227,438,087 | 1.67% | 92.06% | 1.07% | 46 | -19.30% | 28 | 27.27% |
| 31 Dec, 21 | 88 | 18.92% | 223,698,157 | 2.58% | 92.68% | 1.16% | 57 | 14.00% | 22 | 69.23% |
| 30 Sep, 21 | 74 | - | 218,067,420 | 2.40% | 89.27% | 1.17% | 50 | -29.58% | 13 | - |
| 30 Jun, 21 | 74 | 3600.00% | 212,947,386 | 277106.66% | 87.36% | 8800211.43% | 71 | 7000.00% | - | - |
| 31 Mar, 21 | 2 | 100.00% | 76,819 | 49782.47% | 0.03% | 498824700.00% | 1 | - | - | - |
| 31 Dec, 20 | 1 | - | 154 | - | 0.00% | - | 1 | - | - | - |
Custom Truck One Source Insider Shareholders Trades
Open Market Insider Trades
Open Market Insider Buys
Insider Sells
All Insider Owners Trades
The last insider sell of Custom Truck One Source's stock was made by EIN MARK on Aug 05 2024, selling 1,832,810 shares at - per share (valued at -). The last insider buy of CTOS was made by Ross Joe P. on Aug 09 2024, buying 84,254 shares at $3.98 per share (worth $335.08K).
Custom Truck One Source Insider Ownership Trends
All Insider Trades Trend
| Date | Buy | Sell | Buy/Sell Ratio |
|---|---|---|---|
| Q3 2024 | 2 | 1 | 200.00% |
| Q2 2024 | 20 | 23 | 86.96% |
| Q1 2024 | 15 | 8 | 187.50% |
| Q4 2023 | 10 | 14 | 71.43% |
| Q3 2023 | 3 | 3 | 100.00% |
| Q2 2023 | 17 | 18 | 94.44% |
| Q1 2023 | 8 | 8 | 100.00% |
| Q4 2022 | 8 | 15 | 53.33% |
| Q3 2022 | 10 | - | - |
| Q2 2022 | 18 | 22 | 81.82% |
| Q1 2022 | 1 | 4 | 25.00% |
| Q4 2021 | 3 | 21 | 14.29% |
| Q3 2021 | 19 | - | - |
| Q2 2021 | 41 | 7 | 585.71% |
| Q1 2021 | 1 | 1 | 100.00% |
| Q4 2020 | - | - | - |
| Q2 2020 | 28 | - | - |
| Q1 2020 | 11 | - | - |
| Q4 2019 | 8 | - | - |
| Q3 2019 | 29 | 32 | 90.63% |
2 total buy trades, and 1 total sell trades (buy/sell ratio of 2.00%) were made by Custom Truck One Source's insiders, as of Q3 2024.
Open Market Insider Trades Trend
| Date | Buy | Sell | Buy/Sell Ratio |
|---|---|---|---|
| Q3 2024 | 2 | - | - |
| Q2 2024 | 6 | - | - |
| Q1 2024 | - | - | - |
| Q4 2023 | 4 | - | - |
| Q3 2023 | 1 | 3 | 33.33% |
| Q2 2023 | 3 | - | - |
| Q1 2023 | - | - | - |
| Q4 2022 | 1 | - | - |
| Q3 2022 | - | - | - |
| Q2 2022 | 5 | - | - |
| Q1 2022 | - | 3 | - |
| Q4 2021 | 3 | 21 | 14.29% |
| Q3 2021 | 3 | - | - |
| Q2 2021 | 11 | - | - |
| Q1 2021 | - | - | - |
| Q4 2020 | - | - | - |
| Q2 2020 | 14 | - | - |
| Q1 2020 | - | - | - |
| Q4 2019 | 4 | - | - |
| Q3 2019 | 1 | 7 | 14.29% |
As of Q3 2024, Insider owners conducted 2 open market buy trades and 0 open market sell trades of Custom Truck One Source's stocks.
CTOS Ownership FAQ
Who Owns Custom Truck One Source?
Custom Truck One Source is owned by institutional shareholders (12.27%), insiders (4.83%), and public (82.90%). The largest institutional shareholder of Custom Truck One Source is PLATINUM EQUITY ADVISORS, LLC/DE (61.82% of total shares) and the top mutual fund owner is HEARTLAND GROUP INC (0.75% of total shares).
Who are the major institutional shareholders of Custom Truck One Source?
Custom Truck One Source's major institutional shareholders are PLATINUM EQUITY ADVISORS, LLC/DE, ECP CONTROLCO, LLC, ALLSPRING GLOBAL INVESTMENTS HOLDINGS, LLC, BLACKROCK INC., and CANVAS WEALTH ADVISORS, LLC. The top five shareholders own together 77.62% of the company's share outstanding.
How many Custom Truck One Source shareholders are there?
As of Jun 2024, there are 68 institutional shareholders of Custom Truck One Source.
What percentage of Custom Truck One Source is owned by PLATINUM EQUITY ADVISORS, LLC/DE?
PLATINUM EQUITY ADVISORS, LLC/DE owns 148.6M shares of Custom Truck One Source, representing 61.82% of the company's total shares outstanding, valued at $646.41M (as of Jun 2024).
What percentage of Custom Truck One Source is owned by ECP CONTROLCO, LLC?
As of Jun 2024, ECP CONTROLCO, LLC holds 25.76M shares of Custom Truck One Source (CTOS), compromising 10.72% of the company, valued at $112.05M.
What percentage of Custom Truck One Source is owned by ALLSPRING GLOBAL INVESTMENTS HOLDINGS, LLC?
ALLSPRING GLOBAL INVESTMENTS HOLDINGS, LLC is the third largest holder of Custom Truck One Source. The company owns 4.93M of the company's shares outstanding (worth $21.47M).