CTOS Custom Truck One Source, Inc.
Custom Truck One Source, Inc. (CTOS) Institutional Ownership
What the institutions did with CTOS last quarter, from their 13F filings. Counting managers rather than shares is the point: a single index fund adding to a position tells you far less than four hundred separate managers all deciding to. Positions as reported for the quarter ended September 30, 2026.
Every manager below opens. Subscribers can see any firm's whole portfolio — every position, its weight, and what they bought, trimmed and exited last quarter.
Sign in or subscribeOwnership map
Each block is one manager, sized by shares held and colored by how much they moved the position last quarter. Green added, red cut, grey stood pat.
Largest holders
| Manager | Shares | % of reported |
|---|---|---|
| DIMENSIONAL FUND ADVISORS LP | 6.4M | 31.8% |
| Canvas Wealth Advisors, LLC | 6.0M | 29.9% |
| Allspring Global Investments Holdings, LLC | 2.4M | 11.9% |
| GEODE CAPITAL MANAGEMENT, LLC | 1.7M | 8.5% |
| MACKENZIE FINANCIAL CORP | 982.1K | 4.9% |
| Russell Investments Group, Ltd. | 751.9K | 3.7% |
| Sendero Wealth Management, LLC | 457.8K | 2.3% |
| Register Financial Advisors LLC | 170.2K | 0.8% |
| Bank of New York Mellon Corp | 155.6K | 0.8% |
| CITIGROUP INC | 143.1K | 0.7% |
| SIERRA SUMMIT ADVISORS LLC | 124.0K | 0.6% |
| BARCLAYS PLC | 113.1K | 0.6% |
| STRS OHIO | 104.1K | 0.5% |
| Squarepoint Ops LLC | 69.8K | 0.3% |
| VIRGINIA RETIREMENT SYSTEMS ET Al | 67.0K | 0.3% |
| DEUTSCHE BANK AG\ | 57.3K | 0.3% |
| LPL Financial LLC | 56.1K | 0.3% |
| Y.D. More Investments Ltd | 51.5K | 0.3% |
| State of Wyoming | 42.2K | 0.2% |
| Creative Planning | 35.1K | 0.2% |
| DekaBank Deutsche Girozentrale | 33.8K | 0.2% |
| SAPIENT CAPITAL LLC | 31.9K | 0.2% |
| GC Wealth Management RIA, LLC | 21.1K | 0.1% |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 21.1K | 0.1% |
| ARIZONA STATE RETIREMENT SYSTEM | 17.6K | 0.1% |
Largest changes
| Manager | Action | Previous | Current | Change |
|---|---|---|---|---|
| Allspring Global Investments Holdings, LLC | Reduced | 2.7M | 2.4M | -301.6K |
| CITIGROUP INC | Reduced | 412.1K | 143.1K | -269.0K |
| DIMENSIONAL FUND ADVISORS LP | Increased | 6.2M | 6.4M | +226.7K |
| Russell Investments Group, Ltd. | Increased | 529.7K | 751.9K | +222.2K |
| Y.D. More Investments Ltd | Reduced | 254.5K | 51.5K | -203.0K |
| SIERRA SUMMIT ADVISORS LLC | New | 0 | 124.0K | +124.0K |
| MACKENZIE FINANCIAL CORP | Increased | 886.0K | 982.1K | +96.1K |
| BARCLAYS PLC | Increased | 51.3K | 113.1K | +61.8K |
| Squarepoint Ops LLC | Increased | 11.3K | 69.8K | +58.4K |
| Jackson Creek Investment Advisors LLC | Sold Out | 48.7K | 0 | -48.7K |
| STRS OHIO | Increased | 66.4K | 104.1K | +37.7K |
| DekaBank Deutsche Girozentrale | New | 0 | 33.8K | +33.8K |
| State of Wyoming | Increased | 14.5K | 42.2K | +27.7K |
| Canvas Wealth Advisors, LLC | Increased | 6.0M | 6.0M | +27.7K |
| GEODE CAPITAL MANAGEMENT, LLC | Reduced | 1.7M | 1.7M | -18.9K |
| Olympiad Research LP | New | 0 | 13.6K | +13.6K |
| PREVAIL INNOVATIVE WEALTH ADVISORS, LLC | New | 0 | 11.0K | +11.0K |
| State of Alaska, Department of Revenue | New | 0 | 10.3K | +10.3K |
| MQS Management LLC | New | 0 | 10.0K | +10.0K |
| LPL Financial LLC | Reduced | 61.9K | 56.1K | -5.9K |
| Creative Planning | Increased | 30.0K | 35.1K | +5.1K |
| DEUTSCHE BANK AG\ | Reduced | 60.8K | 57.3K | -3.4K |
| Mitsubishi UFJ Asset Management Co., Ltd. | Reduced | 3.8K | 1.3K | -2.5K |
| Sterling Capital Management LLC | Increased | 374 | 1.9K | +1.5K |
| SIMPLEX TRADING, LLC | New | 0 | 1.4K | +1.4K |
| EXCHANGE TRADED CONCEPTS, LLC | New | 0 | 1.4K | +1.4K |
| Amundi | Increased | 15.9K | 17.0K | +1.1K |
| GAMMA Investing LLC | Increased | 2.3K | 3.1K | +888 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | Reduced | 21.8K | 21.1K | -693 |
| Root Financial Partners, LLC | New | 0 | 493 | +493 |
| SUMMIT SECURITIES GROUP LLC | Sold Out | 488 | 0 | -488 |
| Rossby Financial, LCC | Sold Out | 440 | 0 | -440 |
| NISA INVESTMENT ADVISORS, LLC | Increased | 5.2K | 5.6K | +432 |
| ARIZONA STATE RETIREMENT SYSTEM | Increased | 17.2K | 17.6K | +430 |
| PICTON MAHONEY ASSET MANAGEMENT | New | 0 | 382 | +382 |
| Bank of New York Mellon Corp | Reduced | 156.0K | 155.6K | -375 |
| PENSION & WEALTH MANAGEMENT ADVISORS, INC. | New | 0 | 198 | +198 |
| HARBOR CAPITAL ADVISORS, INC. | Increased | 1.8K | 2.0K | +172 |
| GC Wealth Management RIA, LLC | Reduced | 21.3K | 21.1K | -160 |
| Wealth Enhancement Trust Services, Inc. | Sold Out | 144 | 0 | -144 |
| Provenance Wealth Advisors, LLC | New | 0 | 121 | +121 |
| EverSource Wealth Advisors, LLC | Reduced | 1.2K | 1.1K | -102 |
| Caitong International Asset Management Co., Ltd | Reduced | 432 | 337 | -95 |
| Ascentis Wealth Management, LLC | New | 0 | 78 | +78 |
| Parallel Advisors, LLC | Increased | 4.8K | 4.9K | +69 |
| US BANCORP \DE\ | Reduced | 771 | 728 | -43 |
| Physician Wealth Advisors, Inc. | Sold Out | 33 | 0 | -33 |
| Covestor Ltd | Reduced | 70 | 42 | -28 |
| Clearstead Advisors, LLC | Reduced | 37 | 10 | -27 |
| SBI Securities Co., Ltd. | Reduced | 25 | 5 | -20 |
| Farther Finance Advisors, LLC | Increased | 620 | 640 | +20 |
| SJS Investment Consulting Inc. | Increased | 230 | 240 | +10 |
| PNC Financial Services Group, Inc. | Increased | 5.2K | 5.2K | +9 |
| Essential Partners LLC | Reduced | 344 | 343 | -1 |
13F filings are due 45 days after quarter end and cover long positions in U.S.-listed equities only, so this is a lagged and partial picture: shorts, bonds and foreign listings never appear. Options positions are excluded here rather than folded into the share counts. Political ownership is coming.