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CTOS

Custom Truck One Source, Inc.• Services

Q3 2026 filings are still coming in. 13F filers have 45 days after the quarter ends to report, through November 14, 2026. These totals cover only the funds that have filed so far and will keep rising.
Institutional holders
39
Partial Q3 2026
Total 13F value
$85.9M
Filed positions so far
New positions
8
This quarter
Sold positions
2
This quarter

Top holders

Institutions with disclosed positions in this stock

FundValueShares% PortfolioChange

Canvas Wealth Advisors, Llc

$65.6M6.01M8.65%+0.5%

Mackenzie Financial Corp

$8.9M982.1K0.01%+10.8%

Sendero Wealth Management, Llc

$4.2M457.8K0.42%Unchanged

Register Financial Advisors Llc

$1.6M170.2K0.48%Unchanged

Sierra Summit Advisors Llc

$1.1M124.0K0.13%New Position

Strs Ohio

$948K104.1K0.00%+56.8%

Virginia Retirement Systems Et Al

$610K67.0K0.00%Unchanged

Y.D. More Investments Ltd

$469K51.5K0.01%-79.8%

State Of Wyoming

$385K42.2K0.03%+190.2%

Creative Planning

$319K35.1K0.00%+17.1%

Dekabank Deutsche Girozentrale

$307K33.8K0.00%New Position

Sapient Capital Llc

$291K31.9K0.00%Unchanged

Wealth Enhancement Advisory Services, Llc

$197K21.1K0.00%-3.2%

Gc Wealth Management Ria, Llc

$192K21.1K0.01%-0.8%

Arizona State Retirement System

$161K17.6K0.00%+2.5%

Cwa Asset Management Group, Llc

$146K16.0K0.00%Unchanged

Prevail Innovative Wealth Advisors, Llc

$104K11.0K0.01%New Position

State Of Alaska, Department Of Revenue

$94K10.3K0.00%New Position

Nisa Investment Advisors, Llc

$51K5.6K0.00%+8.3%

Parallel Advisors, Llc

$44K4.9K0.00%+1.4%

Gamma Investing Llc

$29K3.1K0.00%+39.4%

Harbor Capital Advisors, Inc.

$18K2.0K0.00%+9.5%

Sterling Capital Management Llc

$17K1.9K0.00%+401.6%

Exchange Traded Concepts, Llc

$13K1.4K0.00%New Position

Private Trust Co Na

$8K8350.00%Unchanged

Ifp Advisors, Inc

$8K8340.00%Unchanged

Wpg Advisers, Llc

$6K6790.00%Unchanged

Farther Finance Advisors, Llc

$6K6400.00%+3.2%

Root Financial Partners, Llc

$4K4930.00%New Position

Essential Partners Llc

$3K3430.00%-0.3%

Caitong International Asset Management Co., Ltd

$3K3370.00%-22.0%

Sjs Investment Consulting Inc.

$2K2400.00%+4.3%

Pension & Wealth Management Advisors, Inc.

$2K1980.00%New Position

Provenance Wealth Advisors, Llc

$1K1210.00%New Position

Parkside Financial Bank & Trust

$1K1150.00%Unchanged

Fortitude Family Office, Llc

$1K1100.00%Unchanged

True Wealth Design, Llc

$766840.00%Unchanged

Sbi Securities Co., Ltd.

$4650.00%-80.0%

Covestor Ltd

$0420.00%-40.0%

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