Custom Truck One Source, Inc. (CTOS) Ownership
CTOS ownership summary
as of October 18, 2026- Institutions
- 98.6% of shares outstanding
- Insiders
- 4.70% of shares outstanding
- Shares outstanding
- 227.5M
- Float
- 60.1M shares available to trade
- Short interest
- 6.75% 4.1M shares short
- Days to cover
- 4.34 short interest down 8.5% vs prior month
- Institutions 98.56%
- Insiders 4.70%
CTOS top institutional holders
20 largest| # | Holder | % of shares | Shares | Value | Change | Reported |
|---|---|---|---|---|---|---|
| 1 | Platinum Equity Advisors, LLC/DE | 68.90% | 156.7M | $1.42B | — | June 30, 2026 |
| 2 | Dimensional Fund Advisors, Inc. | 2.71% | 6.2M | $56.0M | +569,717 (+10.2%) | June 30, 2026 |
| 3 | MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | 2.71% | 6.2M | $55.9M | +481,958 (+8.5%) | June 30, 2026 |
| 4 | Canvas Wealth Advisors, LLC | 2.63% | 6.0M | $54.3M | −1.0M (−14.8%) | June 30, 2026 |
| 5 | BlackRock Inc | 2.01% | 4.6M | $41.5M | +321,052 (+7.5%) | June 30, 2026 |
| 6 | Allspring Global Investments Holdings, LLC | 1.18% | 2.7M | $24.5M | −1.2M (−31.2%) | June 30, 2026 |
| 7 | Vanguard Capital Management, LLC | 1.13% | 2.6M | $23.4M | +52,666 (+2.1%) | June 30, 2026 |
| 8 | Arrowstreet Capital Limited Partnership | 0.97% | 2.2M | $20.0M | +1.1M (+108.4%) | June 30, 2026 |
| 9 | The Goldman Sachs Group Inc | 0.83% | 1.9M | $17.0M | +1.4M (+264.1%) | June 30, 2026 |
| 10 | Geode Capital Management, LLC | 0.76% | 1.7M | $15.7M | +257,010 (+17.5%) | June 30, 2026 |
| 11 | Arnhold & S. Bleichroeder Advisers, LLC | 0.76% | 1.7M | $15.6M | +957,684 (+125.1%) | June 30, 2026 |
| 12 | Alyeska Investment Group, L.P. | 0.72% | 1.6M | $14.9M | −1.2M (−41.9%) | June 30, 2026 |
| 13 | Boston Partners Global Investors, Inc | 0.71% | 1.6M | $14.8M | −391,314 (−19.4%) | June 30, 2026 |
| 14 | JPMorgan Chase & Co | 0.70% | 1.6M | $14.4M | +817,100 (+106.1%) | June 30, 2026 |
| 15 | State Street Corp | 0.67% | 1.5M | $13.8M | +32,503 (+2.2%) | June 30, 2026 |
| 16 | First Trust Advisors L.P. | 0.66% | 1.5M | $13.7M | +209,580 (+16.1%) | June 30, 2026 |
| 17 | Morgan Stanley - Brokerage Accounts | 0.55% | 1.3M | $11.4M | +360,702 (+40.2%) | June 30, 2026 |
| 18 | Bank of America Corp | 0.52% | 1.2M | $10.8M | −2,379 (−0.2%) | June 30, 2026 |
| 19 | Algert Global LLC | 0.52% | 1.2M | $10.7M | +978,430 (+499.8%) | June 30, 2026 |
| 20 | ClearBridge Advisors, LLC | 0.44% | 1.0M | $9.1M | −397,547 (−28.3%) | June 30, 2026 |
Value at the latest close. Change = shares bought or sold in the latest quarterly filing (13F). In the top 20, 13 holders added 7.5M shares and 6 cut 4.2M.
CTOS top mutual fund and ETF holders
20 largest| # | Holder | % of shares | Shares | Value | Change | Reported |
|---|---|---|---|---|---|---|
| 1 | Global X US Infrastructure Dev ETF | 1.77% | 4.0M | $36.7M | +28,440 (+0.7%) | September 30, 2026 |
| 2 | Vanguard MStar Total Stk Mkt Idx Invest | 0.80% | 1.8M | $16.5M | — | August 31, 2026 |
| 3 | Allspring Special Small Cap Value A | 0.80% | 1.8M | $16.5M | −83,302 (−4.4%) | August 31, 2026 |
| 4 | iShares Russell 2000 ETF | 0.69% | 1.6M | $14.4M | −18,240 (−1.1%) | September 30, 2026 |
| 5 | DFA US Targeted Value I | 0.42% | 954K | $8.7M | +92,284 (+10.7%) | August 31, 2026 |
| 6 | DFA US Small Cap Value I | 0.41% | 943K | $8.6M | −82,814 (−8.1%) | August 31, 2026 |
| 7 | Dimensional US Targeted Value ETF | 0.40% | 918K | $8.3M | +498 (+0.1%) | September 30, 2026 |
| 8 | First Trust Small Cap Gr AlphaDEX® ETF | 0.36% | 815K | $7.4M | +1,439 (+0.2%) | September 30, 2026 |
| 9 | ClearBridge Small Cap C | 0.35% | 804K | $7.3M | — | August 31, 2026 |
| 10 | First Eagle Small Cap Opportunity I | 0.33% | 757K | $6.9M | — | August 31, 2026 |
| 11 | EA Bridgeway Omni Small-Cap Value ETF | 0.31% | 697K | $6.3M | −65,000 (−8.5%) | September 30, 2026 |
| 12 | Fidelity Small Cap Index | 0.29% | 668K | $6.1M | +7,361 (+1.1%) | July 31, 2026 |
| 13 | Dimensional US Small Cap Value ETF | 0.27% | 621K | $5.6M | — | September 24, 2026 |
| 14 | Heartland Value Investor | 0.26% | 600K | $5.4M | — | August 31, 2026 |
| 15 | Dimensional US Small Cap ETF | 0.26% | 587K | $5.3M | — | September 30, 2026 |
| 16 | Column Small Cap Select | 0.24% | 552K | $5.0M | −151,510 (−21.5%) | June 30, 2026 |
| 17 | Brighthouse Small Cap Value A | 0.21% | 479K | $4.4M | — | June 30, 2026 |
| 18 | iShares Russell 2000 Growth ETF | 0.21% | 475K | $4.3M | −601 (−0.1%) | September 30, 2026 |
| 19 | Goldman Sachs Small Cp Val Insghts Instl | 0.19% | 439K | $4.0M | +218,993 (+99.5%) | July 31, 2026 |
| 20 | Bridge Builder Small/Mid Cap Value | 0.19% | 428K | $3.9M | +399,803 (+1,434.5%) | September 30, 2026 |
Funds report holdings monthly or quarterly; dates differ by fund.
CTOS insider transactions
latest 14| Date | Name | Transaction | Price | Shares | Value |
|---|---|---|---|---|---|
| 2025-01-30 | Pe One Source Holdings, Llc | Buy | $4.00 | 8,143,635 | $32.6M |
| 2024-09-05 | Ecp Controlco, Llc | Sell | $3.42 | 2,354,109 | $8.1M |
| 2024-08-27 | Energy Capital Partners Manage | Sell | $4.17 | 18,640 | $77,729 |
| 2024-08-06 | Thomas R Rich | Buy | $3.84 | 26,200 | $100,608 |
| 2024-05-08 | Ryan Mcmonagle | Buy | $4.04 | 10,000 | $40,400 |
| 2024-05-07 | Christopher J Eperjesy | Buy | $3.90 | 20,000 | $78,000 |
| 2024-05-07 | Marshall Heinberg | Buy | $4.07 | 40,000 | $162,800 |
| 2024-05-07 | Raymond Todd Barrett | Buy | $4.12 | 3,000 | $12,360 |
| 2023-11-10 | Marshall Heinberg | Buy | $4.79 | 15,000 | $71,850 |
| 2023-09-11 | Ecp Controlco, Llc | Sell | $6.51 | 41,140 | $267,821 |
| 2023-09-07 | Ecp Controlco, Llc | Sell | $6.72 | 45,660 | $306,835 |
| 2023-08-28 | Raymond Todd Barrett | Buy | $6.41 | 10 | $64 |
| 2023-05-15 | Marshall Heinberg | Buy | $6.48 | 311 | $2,015 |
| 2023-05-12 | Marshall Heinberg | Buy | $6.42 | 19,689 | $126,403 |
Reported trades by company officers, directors and other filers (including disclosures by members of Congress where EODHD lists them). "—" where the filing gives no share count.
CTOS shares outstanding
Year-end shares outstanding, adjusted for splits.
Who owns CTOS
Institutional investors own 98.6% of Custom Truck One Source's shares and insiders 4.70%. The largest holder is Platinum Equity Advisors, LLC/DE with 68.90% of the shares (156.7M), as of June 30, 2026. Among the top 20 institutions, 13 added shares and 6 reduced their stake in the latest filings. Short interest is 6.75% of the float, or 4.34 days of average trading volume. The share count rose 1,799.4% since 2017.
Related: CTOS analyst forecast, CTOS key metrics. See the CTOS stock overview for the latest quote and news.
CTOS ownership FAQ
Who owns the most Custom Truck One Source stock?
The largest shareholders of Custom Truck One Source are Platinum Equity Advisors, LLC/DE (68.90%), Dimensional Fund Advisors, Inc. (2.71%), MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. (2.71%), Canvas Wealth Advisors, LLC (2.63%), BlackRock Inc (2.01%).
What percentage of Custom Truck One Source is owned by institutions?
Institutions hold 98.6% of Custom Truck One Source's shares outstanding; insiders hold 4.70%.
Which funds own Custom Truck One Source?
The largest fund holders of Custom Truck One Source are Global X US Infrastructure Dev ETF (1.77%), Vanguard MStar Total Stk Mkt Idx Invest (0.80%), Allspring Special Small Cap Value A (0.80%), iShares Russell 2000 ETF (0.69%), DFA US Targeted Value I (0.42%).
What is Custom Truck One Source's short interest?
4.1M shares of Custom Truck One Source were sold short, 6.75% of the float; at the average daily volume it would take 4.34 days to cover.
Are insiders buying or selling Custom Truck One Source?
Of the latest 14 reported insider transactions in Custom Truck One Source (since May 12, 2023), 10 were purchases and 4 were sales.
How many shares of Custom Truck One Source are outstanding?
Custom Truck One Source has 227.5M shares outstanding, of which 60.1M are in the public float.