Titelia

Fund shareholders of Custom Truck One Source Inc

ISIN US23204X1037 · United States · LEI 2549008QOVAS9KBZ4E50

Fund shareholders
160
Of which ETFs
38 122 other funds
Value held
203.2M $
Share of capital
11.1 % of 227.5M shares on Jul 30, 2026
FundSharesValueWeight in fundShare of capital
Global X U.S. Infrastructure Development ETF GLOBAL X FUNDS 5,273,52937.8M $0.30 %2.32 %as of Feb 28, 2026 ↗
VANGUARD TOTAL STOCK MARKET INDEX FUND VANGUARD INDEX FUNDS 1,777,54211.7M $0.00 %0.78 %as of Mar 31, 2026 ↗
iShares Russell 2000 ETF iShares Trust 1,499,5659.9M $0.01 %0.66 %as of Mar 31, 2026 ↗
ClearBridge Small Cap Fund Legg Mason Global Asset Management Trust 1,338,06813.2M $1.80 %0.59 %as of Apr 30, 2026 ↗
U.S. SMALL CAP VALUE PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC 1,043,83610.3M $0.05 %0.46 %as of Apr 30, 2026 ↗
Heartland Value Fund HEARTLAND GROUP INC. 1,000,0006.6M $0.68 %0.44 %as of Mar 31, 2026 ↗
First Trust Small Cap Growth AlphaDEX Fund First Trust Exchange-Traded AlphaDEX Fund 887,2918.7M $0.84 %0.39 %as of Apr 30, 2026 ↗
Dimensional US Small Cap Value ETF Dimensional ETF Trust 828,3058.2M $0.11 %0.36 %as of Apr 30, 2026 ↗
Dimensional U.S. Targeted Value ETF Dimensional ETF Trust 740,3997.3M $0.05 %0.33 %as of Apr 30, 2026 ↗
VANGUARD EXTENDED MARKET INDEX FUND VANGUARD INDEX FUNDS 687,0884.5M $0.01 %0.30 %as of Mar 31, 2026 ↗
First Eagle Small Cap Opportunity Fund First Eagle Funds 679,7336.7M $0.30 %0.30 %as of Apr 30, 2026 ↗
Column Small Cap Select Fund Trust for Professional Managers 651,9954.7M $0.27 %0.29 %as of Feb 28, 2026 ↗
U.S. Targeted Value Portfolio DFA INVESTMENT DIMENSIONS GROUP INC 647,2246.4M $0.04 %0.28 %as of Apr 30, 2026 ↗
Fidelity Small Cap Index Fund Fidelity Salem Street Trust 591,8875.8M $0.02 %0.26 %as of Apr 30, 2026 ↗
Dimensional U.S. Small Cap ETF Dimensional ETF Trust 541,5445.3M $0.04 %0.24 %as of Apr 30, 2026 ↗
iShares Russell 2000 Value ETF iShares Trust 525,0563.4M $0.03 %0.23 %as of Mar 31, 2026 ↗
Brighthouse Small Cap Value Portfolio Brighthouse Funds Trust I 479,1823.1M $0.45 %0.21 %as of Mar 31, 2026 ↗
First Trust Small Cap Core AlphaDEX Fund First Trust Exchange-Traded AlphaDEX Fund 422,6794.2M $0.34 %0.19 %as of Apr 30, 2026 ↗
U.S. SMALL CAP PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC 340,9623.4M $0.02 %0.15 %as of Apr 30, 2026 ↗
Fidelity Extended Market Index Fund Fidelity Concord Street Trust 320,8222.3M $0.01 %0.14 %as of Feb 28, 2026 ↗
VANGUARD RUSSELL 2000 INDEX FUND VANGUARD SCOTTSDALE FUNDS 298,8702.1M $0.01 %0.13 %as of Feb 28, 2026 ↗
Schwab U.S. Small-Cap ETF SCHWAB STRATEGIC TRUST 293,6732.1M $0.01 %0.13 %as of Feb 28, 2026 ↗
WPG Partners Select Small Cap Value Fund RBB Fund, Inc. 256,8801.8M $0.88 %0.11 %as of Feb 28, 2026 ↗
Goldman Sachs Small Cap Value Insights Fund Goldman Sachs Trust 220,1552.2M $0.19 %0.10 %as of Apr 30, 2026 ↗
U.S. MICRO CAP PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC 173,2121.7M $0.02 %0.08 %as of Apr 30, 2026 ↗
Schwab Small-Cap Index Fund SCHWAB CAPITAL TRUST 133,3341.3M $0.02 %0.06 %as of Apr 30, 2026 ↗
Small Cap Special Values Fund VALIC Co I 123,438883.8K $0.50 %0.05 %as of Feb 28, 2026 ↗
iShares Core S&P Total U.S. Stock Market ETF iShares Trust 122,032801.8K $0.00 %0.05 %as of Mar 31, 2026 ↗
Invesco RAFI US 1500 Small-Mid ETF Invesco Exchange-Traded Fund Trust 118,4801.2M $0.04 %0.05 %as of Apr 30, 2026 ↗
Hotchkis and Wiley Small Cap Diversified Value Fund HOTCHKIS & WILEY FUNDS/DE/ 114,800754.2K $0.09 %0.05 %as of Mar 31, 2026 ↗
Fidelity Total Market Index Fund Fidelity Concord Street Trust 112,783807.5K $0.00 %0.05 %as of Feb 28, 2026 ↗
Avantis U.S. Small Cap Equity ETF American Century ETF Trust 108,117774.1K $0.03 %0.05 %as of Feb 28, 2026 ↗
U.S. Small Cap Equity Fund RUSSELL INVESTMENT CO 105,4141M $0.11 %0.05 %as of Apr 30, 2026 ↗
Master Small Cap Index Series Quantitative Master Series LLC 104,435686.1K $0.01 %0.05 %as of Mar 31, 2026 ↗
Dimensional U.S. Core Equity 2 ETF Dimensional ETF Trust 95,967945.3K $0.00 %0.04 %as of Apr 30, 2026 ↗
Bridge Builder Tax Managed Small/Mid Cap Fund Bridge Builder Trust 91,056598.2K $0.02 %0.04 %as of Mar 31, 2026 ↗
Fidelity Series Total Market Index Fund Fidelity Concord Street Trust 88,063630.5K $0.00 %0.04 %as of Feb 28, 2026 ↗
VANGUARD U.S. MOMENTUM FACTOR ETF VANGUARD WELLINGTON FUND 83,111595.1K $0.04 %0.04 %as of Feb 28, 2026 ↗
First Trust Multi Cap Growth AlphaDEX Fund First Trust Exchange-Traded AlphaDEX Fund 82,788815.5K $0.17 %0.04 %as of Apr 30, 2026 ↗
VANGUARD INDUSTRIALS INDEX FUND VANGUARD WORLD FUND 76,719549.3K $0.01 %0.03 %as of Feb 28, 2026 ↗
Fidelity Small Cap Value Index Fund Fidelity Salem Street Trust 74,022486.3K $0.03 %0.03 %as of Mar 31, 2026 ↗
SmallCap Value Fund II Principal Funds, Inc 71,558704.8K $0.06 %0.03 %as of Apr 30, 2026 ↗
Invesco BuyBack AchieversTM ETF Invesco Exchange-Traded Fund Trust 67,983669.6K $0.04 %0.03 %as of Apr 30, 2026 ↗
Fidelity Enhanced Small Cap ETF Fidelity Covington Trust 63,954420.2K $0.01 %0.03 %as of Mar 31, 2026 ↗
Nuveen Small Cap Blend Index Fund TIAA-CREF Funds 63,254623.1K $0.02 %0.03 %as of Apr 30, 2026 ↗
Multi-Asset Strategy Fund RUSSELL INVESTMENT CO 59,457585.7K $0.10 %0.03 %as of Apr 30, 2026 ↗
EQ/2000 Managed Volatility Portfolio EQ Advisors Trust 59,285389.5K $0.01 %0.03 %as of Mar 31, 2026 ↗
AST Small-Cap Equity Portfolio Advanced Series Trust 58,880386.8K $0.02 %0.03 %as of Mar 31, 2026 ↗
Nuveen Equity Index Fund TIAA-CREF Funds 56,774559.2K $0.00 %0.02 %as of Apr 30, 2026 ↗
Goldman Sachs Small Cap Equity Insights Fund Goldman Sachs Trust 55,887550.5K $0.08 %0.02 %as of Apr 30, 2026 ↗
Dimensional VA U.S. Targeted Value Portfolio DFA INVESTMENT DIMENSIONS GROUP INC 52,884520.9K $0.06 %0.02 %as of Apr 30, 2026 ↗
Schwab Total Stock Market Index Fund SCHWAB CAPITAL TRUST 52,302515.2K $0.00 %0.02 %as of Apr 30, 2026 ↗
Dunham Small Cap Value Fund Dunham Funds 50,275495.2K $0.52 %0.02 %as of Apr 30, 2026 ↗
U.S. Sustainability Targeted Value Portfolio DFA INVESTMENT DIMENSIONS GROUP INC 47,578468.6K $0.08 %0.02 %as of Apr 30, 2026 ↗
VANGUARD RUSSELL 2000 VALUE INDEX FUND VANGUARD SCOTTSDALE FUNDS 44,105315.8K $0.03 %0.02 %as of Feb 28, 2026 ↗
EQ/Small Company Index Portfolio EQ Advisors Trust 42,900281.9K $0.02 %0.02 %as of Mar 31, 2026 ↗
LVIP SSGA Small-Cap Index Fund LINCOLN VARIABLE INSURANCE PRODUCTS TRUST 42,100276.6K $0.01 %0.02 %as of Mar 31, 2026 ↗
Multi-Manager Small Cap Equity Strategies Fund COLUMBIA FUNDS SERIES TRUST I 41,600297.9K $0.02 %0.02 %as of Feb 28, 2026 ↗
Dimensional U.S. Marketwide Value ETF Dimensional ETF Trust 39,181385.9K $0.00 %0.02 %as of Apr 30, 2026 ↗
Dimensional US Core Equity Market ETF Dimensional ETF Trust 38,006374.4K $0.00 %0.02 %as of Apr 30, 2026 ↗
Schwab U.S. Broad Market ETF SCHWAB STRATEGIC TRUST 37,174266.2K $0.00 %0.02 %as of Feb 28, 2026 ↗
Omni Small-Cap Value Fund Bridgeway Funds, Inc. 35,000230K $0.02 %0.02 %as of Mar 31, 2026 ↗
VIP Disciplined Small Cap Portfolio Variable Insurance Products Fund II 34,137224.3K $0.04 %0.02 %as of Mar 31, 2026 ↗
JNL/DFA U.S. Small Cap Fund JNL Series Trust 33,511220.2K $0.03 %0.01 %as of Mar 31, 2026 ↗
Empower Small Cap Value Fund EMPOWER FUNDS, INC. 31,600207.6K $0.04 %0.01 %as of Mar 31, 2026 ↗
VANGUARD INSTITUTIONAL TOTAL STOCK MARKET INDEX FUND VANGUARD INSTITUTIONAL INDEX FUNDS 30,818202.5K $0.00 %0.01 %as of Mar 31, 2026 ↗
Fidelity ZERO Total Market Index Fund Fidelity Concord Street Trust 30,128296.8K $0.00 %0.01 %as of Apr 30, 2026 ↗
Small Cap Index Fund Northern Funds 29,866196.2K $0.01 %0.01 %as of Mar 31, 2026 ↗
VANGUARD BALANCED INDEX FUND VANGUARD VALLEY FORGE FUNDS 29,740195.4K $0.00 %0.01 %as of Mar 31, 2026 ↗
Bridge Builder Small/Mid Cap Value Fund Bridge Builder Trust 27,871183.1K $0.00 %0.01 %as of Mar 31, 2026 ↗
U.S. CORE EQUITY 2 PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC 27,422270.1K $0.00 %0.01 %as of Apr 30, 2026 ↗
Global X Russell 2000 ETF GLOBAL X FUNDS 26,518261.2K $0.02 %0.01 %as of Apr 30, 2026 ↗
Multi-Strategy Income Fund RUSSELL INVESTMENT CO 26,041256.5K $0.09 %0.01 %as of Apr 30, 2026 ↗
U.S. Small Cap Equity Fund RUSSELL INVESTMENT FUNDS 22,958150.8K $0.07 %0.01 %as of Mar 31, 2026 ↗
Small Cap Index Fund VALIC Co I 22,836163.5K $0.01 %0.01 %as of Feb 28, 2026 ↗
U.S. Social Core Equity 2 Portfolio DFA INVESTMENT DIMENSIONS GROUP INC 22,175218.4K $0.01 %0.01 %as of Apr 30, 2026 ↗
STATE STREET SMALL/MID CAP EQUITY INDEX PORTFOLIO STATE STREET INSTITUTIONAL INVESTMENT TRUST 21,900143.9K $0.01 %0.01 %as of Mar 31, 2026 ↗
Fidelity ZERO Extended Market Index Fund Fidelity Concord Street Trust 21,798214.7K $0.01 %0.01 %as of Apr 30, 2026 ↗
Fidelity MSCI Industrials Index ETF FIDELITY COVINGTON TRUST 21,537212.1K $0.01 %0.01 %as of Apr 30, 2026 ↗
U.S. CORE EQUITY 1 PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC 20,854205.4K $0.00 %0.01 %as of Apr 30, 2026 ↗
PGIM Quant Solutions Small-Cap Value Fund Target Portfolio Trust 20,000197K $0.05 %0.01 %as of Apr 30, 2026 ↗
Dimensional US Sustainability Core 1 ETF Dimensional ETF Trust 19,557192.6K $0.01 %0.01 %as of Apr 30, 2026 ↗
MetLife Russell 2000 Index Portfolio Brighthouse Funds Trust II 19,403127.5K $0.01 %0.01 %as of Mar 31, 2026 ↗
Dimensional US Core Equity 1 ETF Dimensional ETF Trust 19,171188.8K $0.01 %0.01 %as of Apr 30, 2026 ↗
iShares Russell 3000 ETF iShares Trust 17,418114.4K $0.00 %0.01 %as of Mar 31, 2026 ↗
U.S. VECTOR EQUITY PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC 17,338170.8K $0.00 %0.01 %as of Apr 30, 2026 ↗
EQ/AB Small Cap Growth Portfolio EQ Advisors Trust 16,870110.8K $0.01 %0.01 %as of Mar 31, 2026 ↗
Small-Cap Index Portfolio PACIFIC SELECT FUND 15,914104.6K $0.01 %0.01 %as of Mar 31, 2026 ↗
New Covenant Growth Fund NEW COVENANT FUNDS 15,463101.6K $0.02 %0.01 %as of Mar 31, 2026 ↗
Dimensional U.S. Equity Market ETF Dimensional ETF Trust 13,899136.9K $0.00 %0.01 %as of Apr 30, 2026 ↗
Russell Investments U.S. Small Cap Equity ETF Russell Investments Exchange Traded Funds 13,63189.6K $0.18 %0.01 %as of Mar 31, 2026 ↗
iShares Morningstar Small-Cap Value ETF iShares Trust 12,131119.5K $0.02 %0.01 %as of Apr 30, 2026 ↗
NVIT Small Cap Index Fund Nationwide Variable Insurance Trust 11,91778.3K $0.01 %0.01 %as of Mar 31, 2026 ↗
ATM Small Cap Managed Volatility Portfolio EQ Advisors Trust 11,82277.7K $0.01 %0.01 %as of Mar 31, 2026 ↗
Small Cap Index Trust John Hancock Variable Insurance Trust 11,30074.2K $0.01 %0.00 %as of Mar 31, 2026 ↗
SIIT EXTENDED MARKET INDEX FUND SEI INSTITUTIONAL INVESTMENTS TRUST 11,10079.5K $0.01 %0.00 %as of Feb 28, 2026 ↗
NVIT GS Small Cap Equity Insights Fund Nationwide Variable Insurance Trust 10,97872.1K $0.04 %0.00 %as of Mar 31, 2026 ↗
Invesco Russell 2000 Dynamic Multifactor ETF Invesco Exchange-Traded Self-Indexed Fund Trust 10,28673.6K $0.03 %0.00 %as of Feb 28, 2026 ↗
Longview Advantage ETF RBB Fund Trust 9,70269.5K $0.01 %0.00 %as of Feb 28, 2026 ↗
Small Cap Opportunities Trust John Hancock Variable Insurance Trust 9,67463.6K $0.03 %0.00 %as of Mar 31, 2026 ↗

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The funds most exposed to it

The weight is the share of a fund's net assets. The holders table counts shares; this one measures what the company weighs inside each fund.

FundWeight in fund
ClearBridge Small Cap Fund Legg Mason Global Asset Management Trust 1.80 %as of Apr 30, 2026 ↗
WPG Partners Select Small Cap Value Fund RBB Fund, Inc. 0.88 %as of Feb 28, 2026 ↗
First Trust Small Cap Growth AlphaDEX Fund First Trust Exchange-Traded AlphaDEX Fund 0.84 %as of Apr 30, 2026 ↗
Heartland Value Fund HEARTLAND GROUP INC. 0.68 %as of Mar 31, 2026 ↗
Dunham Small Cap Value Fund Dunham Funds 0.52 %as of Apr 30, 2026 ↗
Small Cap Special Values Fund VALIC Co I 0.50 %as of Feb 28, 2026 ↗
Brighthouse Small Cap Value Portfolio Brighthouse Funds Trust I 0.45 %as of Mar 31, 2026 ↗
First Trust Small Cap Core AlphaDEX Fund First Trust Exchange-Traded AlphaDEX Fund 0.34 %as of Apr 30, 2026 ↗
Global X U.S. Infrastructure Development ETF GLOBAL X FUNDS 0.30 %as of Feb 28, 2026 ↗
First Eagle Small Cap Opportunity Fund First Eagle Funds 0.30 %as of Apr 30, 2026 ↗

Quarter after quarter

Each SEC quarterly data set, newest first. The change is read against the quarter before it.

QuarterShareholdersChangeSharesChange
2026Q2160+625,222,254+1.7 %
2026Q1154-224,807,341+1.1 %
2025Q4156+324,535,756-15.2 %
2025Q3153-828,936,918-5.3 %
2025Q2161+1630,554,122+22.6 %
2025Q1145+1024,931,551+22.0 %
2024Q4135+220,435,493+6.2 %
2024Q3133-719,246,051+0.2 %
2024Q2140+619,216,134+8.5 %
2024Q1134017,712,682-12.2 %
2023Q413420,165,730

Institutional managers

163 managers declare this company to the SEC (Form 13F); the 25 largest follow.

ManagerSharesValue
Platinum Equity Advisors, LLC/DE156,743,6351B $as of Mar 31, 2026
Canvas Wealth Advisors, LLC7,019,52646.1M $as of Mar 31, 2026
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.5,674,91837.3M $as of Mar 31, 2026
DIMENSIONAL FUND ADVISORS LP5,602,83836.8M $as of Mar 31, 2026
BlackRock, Inc.4,252,97227.9M $as of Mar 31, 2026
Allspring Global Investments Holdings, LLC3,914,13325.9M $as of Mar 31, 2026
Alyeska Investment Group, L.P.2,825,82018.6M $as of Mar 31, 2026
Boston Partners2,016,40613.2M $as of Mar 31, 2026
STATE STREET CORP1,486,0519.8M $as of Mar 31, 2026
GEODE CAPITAL MANAGEMENT, LLC1,470,6369.7M $as of Mar 31, 2026
Clearbridge Investments, LLC1,403,9659.2M $as of Mar 31, 2026
FIRST TRUST ADVISORS LP1,301,3518.5M $as of Mar 31, 2026
BANK OF AMERICA CORP /DE/1,195,8367.9M $as of Mar 31, 2026
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP1,056,5506.9M $as of Mar 31, 2026
HEARTLAND ADVISORS INC1,000,0006.6M $as of Mar 31, 2026
MORGAN STANLEY897,5255.9M $as of Mar 31, 2026
INTRINSIC EDGE CAPITAL MANAGEMENT LLC879,6225.8M $as of Mar 31, 2026
BRIDGEWAY CAPITAL MANAGEMENT, LLC845,1155.6M $as of Mar 31, 2026
Empowered Funds, LLC810,1155.3M $as of Mar 31, 2026
JPMORGAN CHASE & CO770,2194.9M $as of Mar 31, 2026
First Eagle Investment Management, LLC765,8225M $as of Mar 31, 2026
JANE STREET GROUP, LLC660,5344.3M $as of Mar 31, 2026
AQR CAPITAL MANAGEMENT LLC650,7004.3M $as of Mar 31, 2026
MACKENZIE FINANCIAL CORP589,1003.9M $as of Mar 31, 2026
Russell Investments Group, Ltd.542,8653.6M $as of Mar 31, 2026
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Titelia. "Fund shareholders of Custom Truck One Source Inc". https://titelia.com/en/stocks/custom-truck-one-source-inc-US23204X1037