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Who owns CTOSWhat CTOS owns — n/a

Who owns Custom Truck One Source, Inc.?

Institutional ownership of CTOS from SEC Form 13F filings across 132 reporting managers. All positions are from one synchronized reporting period — 2026-06-30 books, filed up to 45 days after quarter end — so every row is comparable.

132

13F holders

$543.6M

value, 2026 filers

20.5%

of shares outstanding (46.7M sh)

25

new positions (2026 filers)

Top institutional holders

ordered by shares owned · positions as of 2026-06-30· % of fund = share of the manager's own book · % of co. = share of CTOS's shares outstanding

#ManagerSharesValue% of fund% of co.Δ shares QoQ
1MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.6.2M$72.7M0.1%2.7%+8.5%
2Canvas Wealth Advisors, LLC6.0M$70.7M9.9%2.6%-14.8%
3BlackRock, Inc.4.6M$54.0M0.0%2%+7.5%
4Allspring Global Investments Holdings, LLC2.7M$29.7M0.0%1.2%-31.2%
5VANGUARD CAPITAL MANAGEMENT LLC2.6M$30.5M0.0%1.1%-49.0%
6ARROWSTREET CAPITAL, LIMITED PARTNERSHIP2.2M$26.0M0.0%1%+108.4%
7GOLDMAN SACHS GROUP INC1.9M$22.2M0.0%0.8%+264.1%
8GEODE CAPITAL MANAGEMENT, LLC1.7M$20.4M0.0%0.8%+17.5%
9JPMORGAN CHASE & CO1.6M$19.0M0.0%0.7%+106.1%
10FIRST TRUST ADVISORS LP1.5M$17.8M0.0%0.7%+16.1%
11MORGAN STANLEY1.3M$14.9M0.0%0.6%+40.2%
12BANK OF AMERICA CORP /DE/1.2M$14.1M0.0%0.5%-0.2%
13Clearbridge Investments, LLC1.0M$11.9M0.0%0.4%-28.3%
14VANGUARD PORTFOLIO MANAGEMENT LLC954,705$11.3M0.0%0.4%+88.2%
15MACKENZIE FINANCIAL CORP885,956$10.5M0.0%0.4%+50.4%
16D. E. Shaw & Co., Inc.623,637$7.4M0.0%0.3%+241.2%
17NORTHERN TRUST CORP607,658$7.2M0.0%0.3%+24.2%
18Russell Investments Group, Ltd.529,692$6.3M0.0%0.2%-2.4%
19Sixth Street Partners Management Company, L.P.NEW515,084$6.1M1.1%0.2%new
20CHARLES SCHWAB INVESTMENT MANAGEMENT INC515,084$6.1M0.0%0.2%-0.4%
21SILVERCREST ASSET MANAGEMENT GROUP LLC509,469$6.0M0.0%0.2%+29.2%
22Walleye Capital LLCNEW463,475$5.5M0.0%0.2%new
23VANGUARD FIDUCIARY TRUST CO431,711$5.1M0.0%0.2%+6.7%
24CITIGROUP INC412,085$4.9M0.0%0.2%+7.1%
25Invesco Ltd.354,702$4.2M0.0%0.2%+45.3%

Source: SEC Form 13F-HR filings (institutional managers over $100M in US-listed positions). 13Fs disclose long positions only, up to 45 days after quarter end; each manager's latest filed quarter is shown per row and dollar values are the manager's filed marks. Aggregates labeled "2026 filers" count only managers whose latest book is a 2026 quarter. Related: valuation · options positioning · supply chain. Research, not investment advice.

EvidInvest is an independent research and information tool. Figures are calculated from public SEC filings and third-party market data and are provided for informational and educational purposes only. EvidInvest does not provide investment advice, brokerage, or financial services, and is not affiliated with any company it covers. Verify all figures against primary sources before making any decision.