Custom Truck One Source, Inc. (CTOS) — Institutional Holders, Q2 2026

187 institutional investment managers reported a CTOS position on SEC Form 13F-HR for the quarter ended June 30, 2026, with a combined reported value of $2.6B. Every filer is listed below, ranked by position value, 100 per page; this page shows ranks 1 to 100. Put and call option positions are excluded, and a firm filing several lots or share classes is shown once with its total.

CTOS in Q2 2026: what funds did

Funds that filed a 13F for both Q1 2026 and Q2 2026, by what they did with the common stock. Share counts are adjusted for any split between the two quarters; dollar figures are the change in shares at this quarter’s price.

New positions

33

Added to

78

Trimmed

57

Sold out

20

Biggest buyers

  1. GOLDMAN SACHS GROUPAdded · +1,361,882 sh+$16.1M
  2. ARROWSTREET CAPITAL, LIMITED PARTNERSHIPAdded · +1,145,481 sh+$13.5M
  3. ALGERT GLOBALAdded · +978,430 sh+$11.6M
  4. JPMORGAN CHASEAdded · +817,100 sh+$9.6M
  5. DIMENSIONAL FUND ADVISORSAdded · +569,717 sh+$6.7M

Biggest sellers

  1. Allspring Global InvestmentsTrimmed · -1,221,255 sh-$14.4M
  2. Alyeska Investment Group, L.P.Trimmed · -1,183,489 sh-$14.0M
  3. Canvas Wealth AdvisorsTrimmed · -1,036,877 sh-$12.2M
  4. JANE STREET GROUPSold out · -660,534 sh-$7.8M
  5. Clearbridge InvestmentsTrimmed · -397,547 sh-$4.7M

CTOS 13F holders ranked 1–100 of 187

Institutional investors reporting a position in Custom Truck One Source, Inc. on SEC Form 13F-HR for Q2 2026, ranked by reported value.
InstitutionValueQoQ
Platinum Equity Advisors#1 · 156,743,635 sh$1.9B0.0%
DIMENSIONAL FUND ADVISORS#2 · 6,172,555 sh$72.9M+10.2%
MIRAE ASSET GLOBAL ETFS Ltd.#3 · 6,156,876 sh$72.7M+8.5%
Canvas Wealth Advisors#4 · 5,982,649 sh$70.7M-14.8%
BlackRock#5 · 4,574,024 sh$54.0M+7.5%
VANGUARD CAPITAL MANAGEMENT#6 · 2,578,410 sh$30.5M+2.1%
Allspring Global Investments#7 · 2,692,878 sh$29.7M-31.2%
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP#8 · 2,202,031 sh$26.0M+108.4%
GOLDMAN SACHS GROUP#9 · 1,877,617 sh$22.2M+264.1%
GEODE CAPITAL MANAGEMENT#10 · 1,727,646 sh$20.4M+17.5%
Alyeska Investment Group, L.P.#11 · 1,642,331 sh$19.4M-41.9%
Boston Partners#12 · 1,625,092 sh$19.2M-19.4%
JPMORGAN CHASE#13 · 1,587,319 sh$19.0M+106.1%
STATE STREET#14 · 1,518,554 sh$17.9M+2.2%
FIRST ADVISORS#15 · 1,510,931 sh$17.8M+16.1%
MORGAN STANLEY#16 · 1,258,227 sh$14.9M+40.2%
BANK OF AMERICA#17 · 1,193,457 sh$14.1M-0.2%
ALGERT GLOBAL#18 · 1,174,190 sh$13.9M+499.8%
Clearbridge Investments#19 · 1,006,418 sh$11.9M-28.3%
VANGUARD PORTFOLIO MANAGEMENT#20 · 954,705 sh$11.3M+88.2%
BRIDGEWAY CAPITAL MANAGEMENT#21 · 908,125 sh$10.7M+7.5%
MACKENZIE FINANCIAL#22 · 885,956 sh$10.5M+50.4%
Empowered Funds#23 · 873,125 sh$10.3M+7.8%
First Eagle Investment Management#24 · 861,753 sh$10.2M+12.5%
AQR CAPITAL MANAGEMENT#25 · 753,989 sh$8.9M+15.9%
HEARTLAND ADVISORS#26 · 700,000 sh$8.3M-30.0%
Intrinsic Edge Capital Management#27 · 685,622 sh$8.1M-22.1%
D. E. Shaw#28 · 623,637 sh$7.4M+241.2%
NORTHERN#29 · 607,658 sh$7.2M+24.2%
Russell Investments Group, Ltd.#30 · 529,692 sh$6.3M-2.4%
CHARLES SCHWAB INVESTMENT MANAGEMENT#31 · 515,084 sh$6.1M-0.4%
SILVERCREST ASSET MANAGEMENT GROUP#32 · 509,469 sh$6.0M+29.2%
Walleye Capital#33 · 463,475 sh$5.5MNew
Sendero Wealth Management#34 · 457,766 sh$5.4M+17.1%
HOTCHKIS & WILEY CAPITAL MANAGEMENT#35 · 439,840 sh$5.2M-2.8%
VANGUARD FIDUCIARY#36 · 431,711 sh$5.1M+6.7%
CITIGROUP#37 · 412,085 sh$4.9M+7.1%
Invesco Ltd.#38 · 354,702 sh$4.2M+45.3%
EFG International AG#39 · 344,458 sh$4.1M-1.9%
Voleon Capital Management#40 · 342,120 sh$4.0M+55.4%
BNP PARIBAS FINANCIAL MARKETS#41 · 321,210 sh$3.8M+121.7%
FEDERATED HERMES#42 · 296,020 sh$3.5MNew
HRT FINANCIAL#43 · 254,651 sh$3.0M-38.2%
Y.D. More Investments Ltd#44 · 254,500 sh$3.0MNew
GILDER GAGNON HOWE#45 · 216,872 sh$2.6M-0.5%
SEI INVESTMENTS#46 · 215,771 sh$2.5M-5.2%
OCCUDO QUANTITATIVE STRATEGIES#47 · 200,573 sh$2.4MNew
Mariner#48 · 190,057 sh$2.2M+13.0%
Point72 Asset Management, L.P.#49 · 179,100 sh$2.1M-26.0%
Register Financial Advisors#50 · 170,200 sh$2.0M-0.6%
Bank of New York Mellon#51 · 155,990 sh$1.8M-0.2%
Nuveen#52 · 152,072 sh$1.8M+1.4%
UBS Group AG#53 · 150,891 sh$1.8M+83.4%
NORGES BANK#54 · 134,400 sh$1.6M—
VIRGINIA RETIREMENT SYSTEMS ET Al#55 · 133,974 sh$1.6M+113.4%
AMERICAN CENTURY COMPANIES#56 · 131,663 sh$1.6M+10.9%
Swiss National Bank#57 · 125,100 sh$1.5M-6.7%
Private Capital Management#58 · 124,555 sh$1.5M-62.0%
FMR#59 · 117,428 sh$1.4M+10.5%
Cornerstone Investment Partners#60 · 114,163 sh$1.3M+26.9%
ACADIAN ASSET MANAGEMENT#61 · 109,538 sh$1.3MNew
EntryPoint Capital#62 · 108,253 sh$1.3M-26.4%
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AME#63 · 104,449 sh$1.2M-21.6%
SANDLER CAPITAL MANAGEMENT#64 · 87,077 sh$1.0M-29.4%
VARCOV#65 · 86,733 sh$1.0M+25.5%
Toroso Investments#66 · 83,602 sh$987.3KNew
RHUMBLINE ADVISERS#67 · 74,455 sh$879.3K+3.9%
XTX Topco Ltd#68 · 73,285 sh$865.5KNew
WELLS FARGO & COMPANY#69 · 71,661 sh$846.3K+82.0%
LAZARD ASSET MANAGEMENT#70 · 70,060 sh$827.4K+267.7%
STRS OHIO#71 · 66,400 sh$784.2K-28.0%
CANADA PENSION PLAN INVESTMENT BOARD#72 · 62,800 sh$741.7K-42.3%
LPL Financial#73 · 61,935 sh$731.4K-8.7%
DEUTSCHE BANK AG\#74 · 60,771 sh$717.7K+23.1%
ZACKS INVESTMENT MANAGEMENT#75 · 58,249 sh$687.9KNew
ALLIANCEBERNSTEIN L.P.#76 · 101,970 sh$669.9K+38.0%
DARK FOREST CAPITAL MANAGEMENT#77 · 55,185 sh$651.7KNew
Legal & General Group Plc#78 · 55,144 sh$651.3K+9.6%
BALYASNY ASSET MANAGEMENT L.P.#79 · 52,960 sh$625.5K-17.3%
BARCLAYS PLC#80 · 51,294 sh$605.8K+352.9%
PRICE T ROWE ASSOCIATES#81 · 50,999 sh$603.0K+25.0%
Pine Valley Investments Ltd Liability#82 · 49,500 sh$584.6K-27.2%
Brevan Howard Capital Management#83 · 49,017 sh$578.9K-43.7%
Zurcher Kantonalbank (Zurich Cantonalbank)#84 · 46,937 sh$554.3K0.0%
Schonfeld Strategic Advisors#85 · 45,360 sh$535.7KNew
AMERIPRISE FINANCIAL#86 · 42,917 sh$506.9K+1.8%
Jackson Creek Investment Advisors#87 · 48,673 sh$494.0KNew
Cetera Investment Advisers#88 · 41,408 sh$489.0K+6.1%
IEQ CAPITAL#89 · 38,698 sh$457.0K-25.0%
Vanguard Global Advisers#90 · 38,303 sh$452.4K+70.4%
GSA CAPITAL PARTNERS LLP#91 · 37,267 sh$440.0K-60.0%
MetLife Investment Management#92 · 36,059 sh$425.9K+12.0%
Hillsdale Investment Management#93 · 35,870 sh$423.6KNew
VANGUARD ASSET MANAGEMENT, Ltd#94 · 35,867 sh$423.6K-1.6%
MANUFACTURERS LIFE INSURANCE COMPANY, THE#95 · 33,542 sh$396.1K-2.2%
SAPIENT CAPITAL#96 · 31,940 sh$377.2K-75.0%
Creative Planning#97 · 29,951 sh$353.7K+67.9%
PRUDENTIAL FINANCIAL#98 · 29,935 sh$353.5KNew
Jupiter Topco#99 · 28,800 sh$340.0K—
TUDOR INVESTMENT ET AL#100 · 28,729 sh$339.3K-87.4%

Funds that sold out of CTOS in Q2 2026 (20)

Held CTOS at the end of Q1 2026 and filed a Q2 2026 13F without it. Not in the list above, because they no longer hold it. Largest prior position first.

Institutions that held CTOS in Q1 2026 and reported no position in Q2 2026.
InstitutionValue in Q1 2026
JANE STREET GROUP660,534 sh$4.3M
MILLENNIUM MANAGEMENT257,825 sh$1.7M
Trexquant Investment179,371 sh$1.2M
ARISTEIA CAPITAL, L.L.C.83,630 sh$549.4K
Biondo Investment Advisors69,000 sh$453.3K
Numerai GP48,446 sh$318.3K
FOX RUN MANAGEMENT, L.L.C.38,523 sh$243.1K
PREVAIL INNOVATIVE WEALTH ADVISORS33,221 sh$218.3K
RENAISSANCE TECHNOLOGIES31,656 sh$208.0K
9823 Capital, L.P.27,591 sh$181.3K
STONERIDGE INVESTMENT PARTNERS27,359 sh$180.0K
NORTHWESTERN MUTUAL WEALTH MANAGEMENT20,000 sh$131.4K
R Squared Ltd18,894 sh$124.1K
TRUIST FINANCIAL15,000 sh$98.5K
MAI Capital Management2,614 sh$17.2K
SIMPLEX TRADING633 sh$4.2K
Root Financial Partners214 sh$1.4K
Wealth Preservation Advisors90 sh$591.00
Rachor Investment Advisory Services17 sh$112.00
Hughes Financial Services1 sh$7.00

Source: Form 13F-HR filings on SEC EDGAR, Q2 2026. Values are as reported by each manager at quarter end. “% of portfolio” is the position’s share of the manager’s total reported 13F value for the same quarter. “New” means the manager filed a 13F for Q1 2026 without this position; a dash means no comparison is available. Where a manager’s own filing is internally inconsistent its value is withheld and it is listed last. 13F data shows reported holdings, not recommendations.