Custom Truck One Source Ownership | Who Owns Custom Truck One Source?
Custom Truck One Source Ownership Summary
Custom Truck One Source is owned by 94.74% institutional investors, 4.89% insiders, and 0.37% retail investors. Platinum equity advisors, llc/de is the largest institutional shareholder, holding 63.39% of CTOS shares. Global X US Infrastructure Dev ETF is the top mutual fund, with 2.20% of its assets in Custom Truck One Source shares.
CTOS Ownership Benchmark
| Type | Name | % Inst | % Insiders | % Retail |
|---|---|---|---|---|
| Stock | Custom Truck One Source | 94.74% | 4.89% | 0.37% |
| Sector | Industrials Stocks | 50.72% | 11.74% | 37.54% |
| Industry | Rental & Leasing Service Stocks | 55.56% | 13.36% | 31.08% |
Institutional Shareholders
Top Institutional Shareholders by Total Shares
| Holder | Shares | % Holding | Value |
|---|---|---|---|
| Platinum equity advisors, llc/de | 148.60M | 63.39% | $714.77B |
| Ecp controlco | 16.29M | 6.95% | $78.34M |
| T. rowe price investment management | 7.41M | 3.16% | $35.63M |
| Allspring global investments | 4.21M | 1.80% | $20.40M |
| Canvas wealth advisors | 4.11M | 1.75% | $19.76M |
| Vanguard group | 3.90M | 1.67% | $18.78M |
| Boston partners | 3.80M | 1.62% | $18.27M |
| Blackrock funding, inc. /de | 3.68M | 1.57% | $17.72M |
| Mirae asset global etfs | 3.66M | 1.56% | $17.60M |
| Blackrock | 3.74M | 1.56% | $16.27M |
Top Institutional Shareholders by % of Total Assets
| Holder | Shares | % Assets | Value |
|---|---|---|---|
| Ecp controlco | 16.29M | 30.18% | $78.34M |
| Platinum equity advisors, llc/de | 148.60M | 14.65% | $714.77B |
| Canvas wealth advisors | 4.11M | 4.96% | $19.76M |
| R.p. boggs | 1.35M | 3.87% | $6.49M |
| Black diamond financial | 1.01M | 0.73% | $4.87M |
| Portolan capital management | 1.45M | 0.47% | $6.98M |
| Heartland advisors | 1.20M | 0.31% | $5.77M |
| Register financial advisors | 97.80K | 0.24% | $470.42K |
| Sendero wealth management | 162.80K | 0.12% | $783.07K |
| Entrypoint capital | 35.37K | 0.07% | $170.13K |
Top Buyers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Boston partners | 3.80M | 0.02% | 3.80M |
| T. rowe price investment management | 7.41M | 0.02% | 3.80M |
| Russell investments group | 1.51M | 0.01% | 1.51M |
| Portolan capital management | 1.45M | 0.47% | 877.27K |
| Vanguard group | 3.90M | 0.00% | 592.57K |
Top Sellers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Ecp controlco | 16.29M | 30.18% | -7.10M |
| Mirae asset global investments | - | - | -1.82M |
| Federated hermes | 1.07M | 0.01% | -1.30M |
| Arrowmark colorado | - | - | -912.00K |
| Schroder investment management group | - | - | -819.30K |
New Positions
| Holder | Shares | % Assets | Change | Value |
|---|---|---|---|---|
| Boston partners | 3.80M | 0.02% | 3.80M | $18.27M |
| Marshall wace, llp | 57.84K | 0.00% | 57.84K | $278.23K |
| Proshare advisors | 13.93K | 0.00% | 13.93K | $66.98K |
| Platform technology partners | 13.79K | 0.02% | 13.79K | $66.33K |
| Raymond james & associates | 10.27K | - | 10.27K | $44.66K |
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 % |
|---|---|---|---|---|---|---|---|---|---|---|
| Dec 31, 2024 | 124 | 2.48% | 222,110,483 | 1.04% | 94 | 1.08% | 54 | -6.90% | 45 | 12.50% |
| 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% |
Top Mutual Funds Shareholders
| Holder | Shares | % Holding | Change |
|---|---|---|---|
| Global X US Infrastructure Dev ETF | 4.97M | 2.20% | -2.68K |
| Allspring Special Small Cap Value A | 3.48M | 1.54% | - |
| Vanguard Total Stock Mkt Idx Inv | 2.45M | 1.09% | - |
| T. Rowe Price Small-Cap Stock | 1.96M | 0.87% | - |
| T. Rowe Price US Small-Cap Core Equity | 1.96M | 0.84% | 334.83K |
| T. Rowe Price Small-Cap Value | 1.87M | 0.83% | - |
| Vanguard US Total Market Shares ETF | 1.83M | 0.81% | - |
| Column Small Cap Select | 1.64M | 0.70% | 1.64M |
| ClearBridge Small Cap C | 1.34M | 0.59% | - |
| ClearBridge Small Cap | 1.31M | 0.58% | -31.90K |
Recent Insider Transactions
| Date | Name | Role | Activity | Value |
|---|---|---|---|---|
| Jan 30, 2025 | PE One Source Holdings, LLC | - | Buy | $32.57M |
| Jan 30, 2025 | PLATINUM EQUITY, LLC | - | Buy | $32.57M |
| 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 |
Insider Transactions Trends
| Date | Buy | Sell |
|---|---|---|
| 2025 Q2 | - | - |
| 2025 Q1 | 2 | - |
| 2024 Q4 | - | - |
| 2024 Q3 | 2 | 3 |
| 2024 Q2 | 6 | - |
CTOS Ownership FAQ
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