Institutional Ownership Custom Truck One Source, Inc. (CTOS)
This table provides information about the institutional ownership of Custom Truck One Source, Inc. (CTOS). We have compiled data on the 149 institutions that hold shares in the stock, with a total of 220 Million shares, which have been reported (via 13F filing form) to have a value of $1.28 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Gamma Investing LLC
Foster City, CA |
Jan 02, 2026 Q4 2025 |
949
shares
|
$5,494
0.0% of portfolio
|
Q4 2025
Added 116.17%
|
|
|
Bnp Paribas Asset Management Holding S.A.
|
Nov 07, 2025 Q3 2025 |
911
shares
|
$5,274
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Srs Capital Advisors, Inc.
Denver, CO |
Nov 14, 2025 Q3 2025 |
832
shares
|
$4,817
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Ameritas Advisory Services, LLC
Lincoln, NE |
Nov 06, 2025 Q3 2025 |
750
shares
|
$4,342
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Us Bancorp \De\
|
Nov 10, 2025 Q3 2025 |
728
shares
|
$4,215
0.0% of portfolio
|
Q4 2024
Added 293.51%
|
|
|
Smartleaf Asset Management LLC
Boston, MA |
Nov 05, 2025 Q3 2025 |
679
shares
|
$3,931
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Wpg Advisers, LLC
Baltimore, MD |
Oct 29, 2025 Q3 2025 |
679
shares
|
$3,931
0.0% of portfolio
|
Q2 2025
Added 107.65%
|
|
|
Ever Source Wealth Advisors, LLC
|
Nov 10, 2025 Q3 2025 |
530
shares
|
$3,068
0.0% of portfolio
|
Q2 2025
Added 11.34%
|
|
|
Group One Trading, L.P.
Chicago, IL |
Nov 12, 2025 Q3 2025 |
500
shares
|
$2,895
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Lindbrook Capital, LLC
|
May 05, 2025 Q1 2025 |
426
shares
|
$2,466
0.0% of portfolio
|
Q1 2025
Reduced 13.94%
|
|
|
Nisa Investment Advisors, LLC
|
Jan 15, 2026 Q4 2025 |
409
shares
|
$2,368
0.0% of portfolio
|
Q2 2025
Added 59.14%
|
|
|
Global Retirement Partners, LLC
|
Oct 21, 2025 Q3 2025 |
322
shares
|
$1,864
0.0% of portfolio
|
Q2 2025
Reduced 55.71%
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Oct 14, 2025 Q3 2025 |
257
shares
|
$1,488
0.0% of portfolio
|
Q3 2025
Reduced 56.07%
|
|
|
Rise Advisors, LLC
|
Oct 08, 2025 Q3 2025 |
200
shares
|
$1,158
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Rothschild Investment LLC
Chicago, IL |
Nov 07, 2025 Q3 2025 |
165
shares
|
$955
0.0% of portfolio
|
Q3 2025
Reduced 37.74%
|
|
|
Allworth Financial LP
|
Dec 02, 2025 Q3 2025 |
152
shares
|
$880
0.0% of portfolio
|
Q3 2025
Added 137.5%
|
|
|
Hughes Financial Services, LLC
Herndon, VA |
Nov 14, 2025 Q3 2025 |
141
shares
|
$816
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Parkside Financial Bank & Trust
|
Oct 30, 2025 Q3 2025 |
115
shares
|
$665
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
Nov 04, 2025 Q3 2025 |
27
shares
|
$156
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Covestor LTD
Boston, MA |
Oct 30, 2025 Q3 2025 |
21
shares
|
$121
0.0% of portfolio
|
Q2 2025
Reduced 4.55%
|
|
|
Huntington National Bank
Columbus, OH |
Nov 12, 2025 Q3 2025 |
1
shares
|
$5
0.0% of portfolio
|
Q2 2025
Reduced 99.53%
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Aug 12, 2025 Q2 2025 |
0
shares
|
$0
100.0% of portfolio
|
Q2 2025
New holding
|
|
|
Ifp Advisors, Inc
|
Dec 02, 2025 Q3 2025 |
0
shares
|
$0
0.0% of portfolio
|
Q3 2025
New holding
|
|