Titelia

Fund shareholders of Custom Truck One Source Inc

ISIN US23204X1037 · United States · LEI 2549008QOVAS9KBZ4E50

Fund shareholders
184
Of which ETFs
41 143 other funds
Value held
284.8M $
Share of capital
12.0 % of 227.5M shares on Jul 30, 2026
FundSharesValueWeight in fundShare of capital
Global X U.S. Infrastructure Development ETF GLOBAL X FUNDS 5,631,80054M $0.40 %2.48 %as of May 31, 2026 ↗
VANGUARD TOTAL STOCK MARKET INDEX FUND VANGUARD INDEX FUNDS 1,820,14221.5M $0.00 %0.80 %as of Jun 30, 2026 ↗
iShares Russell 2000 ETF iShares Trust 1,602,51118.9M $0.02 %0.70 %as of Jun 30, 2026 ↗
U.S. SMALL CAP VALUE PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC 1,026,19610.4M $0.05 %0.45 %as of Jul 31, 2026 ↗
U.S. Targeted Value Portfolio DFA INVESTMENT DIMENSIONS GROUP INC 861,2928.7M $0.05 %0.38 %as of Jul 31, 2026 ↗
Dimensional U.S. Targeted Value ETF Dimensional ETF Trust 816,5358.3M $0.06 %0.36 %as of Jul 31, 2026 ↗
ClearBridge Small Cap Fund Legg Mason Global Asset Management Trust 803,7958.2M $1.16 %0.35 %as of Jul 31, 2026 ↗
First Eagle Small Cap Opportunity Fund First Eagle Funds 757,2307.7M $0.26 %0.33 %as of Jul 31, 2026 ↗
First Trust Small Cap Growth AlphaDEX Fund First Trust Exchange-Traded AlphaDEX Fund 743,0567.5M $0.58 %0.33 %as of Jul 31, 2026 ↗
Dimensional US Small Cap Value ETF Dimensional ETF Trust 720,8347.3M $0.09 %0.32 %as of Jul 31, 2026 ↗
VANGUARD EXTENDED MARKET INDEX FUND VANGUARD INDEX FUNDS 700,2878.3M $0.01 %0.31 %as of Jun 30, 2026 ↗
Heartland Value Fund HEARTLAND GROUP INC. 700,0008.3M $0.71 %0.31 %as of Jun 30, 2026 ↗
Fidelity Small Cap Index Fund Fidelity Salem Street Trust 668,1076.8M $0.02 %0.29 %as of Jul 31, 2026 ↗
Dimensional U.S. Small Cap ETF Dimensional ETF Trust 582,3075.9M $0.04 %0.26 %as of Jul 31, 2026 ↗
Column Small Cap Select Fund Trust for Professional Managers 552,4825.3M $0.28 %0.24 %as of May 31, 2026 ↗
iShares Russell 2000 Growth ETF iShares Trust 485,9725.7M $0.04 %0.21 %as of Jun 30, 2026 ↗
Brighthouse Small Cap Value Portfolio Brighthouse Funds Trust I 479,1825.7M $0.77 %0.21 %as of Jun 30, 2026 ↗
Federated Hermes MDT Small Cap Growth Fund Federated Hermes MDT Series 468,9404.8M $0.57 %0.21 %as of Jul 31, 2026 ↗
Goldman Sachs Small Cap Value Insights Fund Goldman Sachs Trust 439,1484.5M $0.34 %0.19 %as of Jul 31, 2026 ↗
U.S. SMALL CAP PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC 370,1903.8M $0.02 %0.16 %as of Jul 31, 2026 ↗
First Trust Small Cap Core AlphaDEX Fund First Trust Exchange-Traded AlphaDEX Fund 369,3203.7M $0.27 %0.16 %as of Jul 31, 2026 ↗
Fidelity Extended Market Index Fund Fidelity Concord Street Trust 316,3573M $0.01 %0.14 %as of May 31, 2026 ↗
VANGUARD RUSSELL 2000 INDEX FUND VANGUARD SCOTTSDALE FUNDS 309,5973M $0.02 %0.14 %as of May 31, 2026 ↗
Schwab U.S. Small-Cap ETF SCHWAB STRATEGIC TRUST 289,0952.8M $0.01 %0.13 %as of May 31, 2026 ↗
VANGUARD STRATEGIC SMALL-CAP EQUITY FUND VANGUARD HORIZON FUNDS 259,4353.1M $0.10 %0.11 %as of Jun 30, 2026 ↗
U.S. MICRO CAP PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC 241,9122.5M $0.03 %0.11 %as of Jul 31, 2026 ↗
Goldman Sachs Small Cap Equity Insights Fund Goldman Sachs Trust 233,5942.4M $0.23 %0.10 %as of Jul 31, 2026 ↗
WPG Partners Select Small Cap Value Fund RBB Fund, Inc. 218,9652.1M $0.90 %0.10 %as of May 31, 2026 ↗
Fidelity SAI Small-Mid Cap Momentum Index Fund Fidelity Salem Street Trust 186,8841.9M $0.05 %0.08 %as of Jul 31, 2026 ↗
Schwab Small-Cap Index Fund SCHWAB CAPITAL TRUST 149,8071.5M $0.02 %0.07 %as of Jul 31, 2026 ↗
Dimensional U.S. Core Equity 2 ETF Dimensional ETF Trust 140,4491.4M $0.00 %0.06 %as of Jul 31, 2026 ↗
iShares Core S&P Total U.S. Stock Market ETF iShares Trust 125,0241.5M $0.00 %0.05 %as of Jun 30, 2026 ↗
Bridge Builder Small/Mid Cap Growth Fund Bridge Builder Trust 118,0231.4M $0.01 %0.05 %as of Jun 30, 2026 ↗
Avantis U.S. Small Cap Equity ETF American Century ETF Trust 116,8841.1M $0.04 %0.05 %as of May 31, 2026 ↗
Hotchkis and Wiley Small Cap Diversified Value Fund HOTCHKIS & WILEY FUNDS/DE/ 114,8001.4M $0.15 %0.05 %as of Jun 30, 2026 ↗
Master Small Cap Index Series Quantitative Master Series LLC 114,5761.4M $0.02 %0.05 %as of Jun 30, 2026 ↗
Fidelity Total Market Index Fund Fidelity Concord Street Trust 112,7831.1M $0.00 %0.05 %as of May 31, 2026 ↗
SMALL CAP EQUITY FUND GuideStone Funds 106,0721.3M $0.12 %0.05 %as of Jun 30, 2026 ↗
VANGUARD MARKET NEUTRAL FUND VANGUARD MONTGOMERY FUNDS 105,7041.2M $0.21 %0.05 %as of Jun 30, 2026 ↗
U.S. Small Cap Equity Fund RUSSELL INVESTMENT CO 105,4141.1M $0.11 %0.05 %as of Jul 31, 2026 ↗
Invesco RAFI US 1500 Small-Mid ETF Invesco Exchange-Traded Fund Trust 97,260987.2K $0.04 %0.04 %as of Jul 31, 2026 ↗
Fidelity Series Total Market Index Fund Fidelity Concord Street Trust 93,028891.2K $0.00 %0.04 %as of May 31, 2026 ↗
Goldman Sachs Small Cap Growth Insights Fund Goldman Sachs Trust 92,371937.6K $0.29 %0.04 %as of Jul 31, 2026 ↗
Bridge Builder Tax Managed Small/Mid Cap Fund Bridge Builder Trust 91,0561.1M $0.03 %0.04 %as of Jun 30, 2026 ↗
Invesco BuyBack AchieversTM ETF Invesco Exchange-Traded Fund Trust 87,551888.6K $0.04 %0.04 %as of Jul 31, 2026 ↗
Amplify Etho Climate Leadership U.S. ETF Amplify ETF Trust 83,602987.3K $0.52 %0.04 %as of Jun 30, 2026 ↗
iShares Russell 2000 Value ETF iShares Trust 82,521974.6K $0.01 %0.04 %as of Jun 30, 2026 ↗
VANGUARD INDUSTRIALS INDEX FUND VANGUARD WORLD FUND 80,774773.8K $0.01 %0.04 %as of May 31, 2026 ↗
Nuveen Small Cap Blend Index Fund TIAA-CREF Funds 80,660818.7K $0.02 %0.04 %as of Jul 31, 2026 ↗
Fidelity Enhanced Small Cap Core ETF Fidelity Covington Trust 71,068839.3K $0.01 %0.03 %as of Jun 30, 2026 ↗
SmallCap Value Fund II Principal Funds, Inc 70,391714.5K $0.06 %0.03 %as of Jul 31, 2026 ↗
First Trust Multi Cap Growth AlphaDEX Fund First Trust Exchange-Traded AlphaDEX Fund 67,310683.2K $0.12 %0.03 %as of Jul 31, 2026 ↗
EQ/2000 Managed Volatility Portfolio EQ Advisors Trust 66,712787.9K $0.02 %0.03 %as of Jun 30, 2026 ↗
AST Small-Cap Equity Portfolio Advanced Series Trust 58,880695.4K $0.03 %0.03 %as of Jun 30, 2026 ↗
Zacks Small-Cap Core Fund Zacks Trust 58,249558K $1.64 %0.03 %as of May 31, 2026 ↗
Goldman Sachs Variable Insurance Trust Small Cap Equity Insights Fund Goldman Sachs Variable Insurance Trust 56,795670.7K $0.29 %0.02 %as of Jun 30, 2026 ↗
Nuveen Equity Index Fund TIAA-CREF Funds 56,774576.3K $0.00 %0.02 %as of Jul 31, 2026 ↗
VANGUARD U.S. MOMENTUM FACTOR ETF VANGUARD WELLINGTON FUND 54,317520.4K $0.03 %0.02 %as of May 31, 2026 ↗
Dimensional VA U.S. Targeted Value Portfolio DFA INVESTMENT DIMENSIONS GROUP INC 52,884536.8K $0.06 %0.02 %as of Jul 31, 2026 ↗
Multi-Asset Strategy Fund RUSSELL INVESTMENT CO 49,437501.8K $0.08 %0.02 %as of Jul 31, 2026 ↗
NVIT GS Small Cap Equity Insights Fund Nationwide Variable Insurance Trust 48,712575.3K $0.26 %0.02 %as of Jun 30, 2026 ↗
Fidelity Small Cap Growth Index Fund Fidelity Salem Street Trust 48,483572.6K $0.04 %0.02 %as of Jun 30, 2026 ↗
U.S. Sustainability Targeted Value Portfolio DFA INVESTMENT DIMENSIONS GROUP INC 47,578482.9K $0.08 %0.02 %as of Jul 31, 2026 ↗
VANGUARD RUSSELL 2000 VALUE INDEX FUND VANGUARD SCOTTSDALE FUNDS 47,553455.6K $0.04 %0.02 %as of May 31, 2026 ↗
Dimensional US Core Equity Market ETF Dimensional ETF Trust 45,030457.1K $0.00 %0.02 %as of Jul 31, 2026 ↗
EQ/Small Company Index Portfolio EQ Advisors Trust 42,900506.6K $0.03 %0.02 %as of Jun 30, 2026 ↗
Schwab Total Stock Market Index Fund SCHWAB CAPITAL TRUST 42,302429.4K $0.00 %0.02 %as of Jul 31, 2026 ↗
Multi-Manager Small Cap Equity Strategies Fund COLUMBIA FUNDS SERIES TRUST I 41,600398.5K $0.03 %0.02 %as of May 31, 2026 ↗
LVIP State Street Small-Cap Index Fund LINCOLN VARIABLE INSURANCE PRODUCTS TRUST 40,600479.5K $0.02 %0.02 %as of Jun 30, 2026 ↗
Dunham Small Cap Value Fund Dunham Funds 39,494400.9K $0.43 %0.02 %as of Jul 31, 2026 ↗
Dimensional U.S. Marketwide Value ETF Dimensional ETF Trust 39,181397.7K $0.00 %0.02 %as of Jul 31, 2026 ↗
NORTH SQUARE DYNAMIC SMALL CAP FUND Exchange Place Advisors Trust 38,390367.8K $0.05 %0.02 %as of May 31, 2026 ↗
SIIT LARGE CAP FUND SEI INSTITUTIONAL INVESTMENTS TRUST 37,832362.4K $0.06 %0.02 %as of May 31, 2026 ↗
Schwab U.S. Broad Market ETF SCHWAB STRATEGIC TRUST 37,653360.7K $0.00 %0.02 %as of May 31, 2026 ↗
JNL/DFA U.S. Small Cap Fund JNL Series Trust 36,657432.9K $0.05 %0.02 %as of Jun 30, 2026 ↗
Omni Small-Cap Value Fund Bridgeway Funds, Inc. 35,000413.4K $0.03 %0.02 %as of Jun 30, 2026 ↗
SIIT SMALL CAP II FUND SEI INSTITUTIONAL INVESTMENTS TRUST 34,900334.3K $0.14 %0.02 %as of May 31, 2026 ↗
VIP Disciplined Small Cap Portfolio Variable Insurance Products Fund II 34,137403.2K $0.06 %0.02 %as of Jun 30, 2026 ↗
Fidelity ZERO Total Market Index Fund Fidelity Concord Street Trust 32,860333.5K $0.00 %0.01 %as of Jul 31, 2026 ↗
Small Cap Index Fund Northern Funds 31,575372.9K $0.02 %0.01 %as of Jun 30, 2026 ↗
U.S. Small Cap Growth Portfolio DFA INVESTMENT DIMENSIONS GROUP INC 30,909313.7K $0.02 %0.01 %as of Jul 31, 2026 ↗
VANGUARD BALANCED INDEX FUND VANGUARD VALLEY FORGE FUNDS 29,740351.2K $0.00 %0.01 %as of Jun 30, 2026 ↗
Global X Russell 2000 ETF GLOBAL X FUNDS 29,262297K $0.02 %0.01 %as of Jul 31, 2026 ↗
VANGUARD INSTITUTIONAL TOTAL STOCK MARKET INDEX FUND VANGUARD INSTITUTIONAL INDEX FUNDS 28,473336.3K $0.00 %0.01 %as of Jun 30, 2026 ↗
Bridge Builder Small/Mid Cap Value Fund Bridge Builder Trust 27,871329.2K $0.00 %0.01 %as of Jun 30, 2026 ↗
U.S. CORE EQUITY 2 PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC 27,422278.3K $0.00 %0.01 %as of Jul 31, 2026 ↗
PGIM Quant Solutions Small-Cap Value Fund Target Portfolio Trust 24,100244.6K $0.06 %0.01 %as of Jul 31, 2026 ↗
Small Cap Index Fund VALIC Co I 23,630226.4K $0.02 %0.01 %as of May 31, 2026 ↗
STATE STREET SMALL/MID CAP EQUITY INDEX PORTFOLIO STATE STREET INSTITUTIONAL INVESTMENT TRUST 23,500277.5K $0.01 %0.01 %as of Jun 30, 2026 ↗
U.S. Small Cap Equity Fund RUSSELL INVESTMENT FUNDS 22,958271.1K $0.11 %0.01 %as of Jun 30, 2026 ↗
Multimanager Aggressive Equity Portfolio EQ Advisors Trust 22,500265.7K $0.01 %0.01 %as of Jun 30, 2026 ↗
Fidelity ZERO Extended Market Index Fund Fidelity Concord Street Trust 22,283226.2K $0.01 %0.01 %as of Jul 31, 2026 ↗
U.S. Social Core Equity 2 Portfolio DFA INVESTMENT DIMENSIONS GROUP INC 22,175225.1K $0.01 %0.01 %as of Jul 31, 2026 ↗
Multi-Strategy Income Fund RUSSELL INVESTMENT CO 21,653219.8K $0.07 %0.01 %as of Jul 31, 2026 ↗
Small Cap Core Fund Northern Funds 21,421253K $0.06 %0.01 %as of Jun 30, 2026 ↗
U.S. CORE EQUITY 1 PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC 20,854211.7K $0.00 %0.01 %as of Jul 31, 2026 ↗
Fidelity MSCI Industrials Index ETF FIDELITY COVINGTON TRUST 20,451207.6K $0.01 %0.01 %as of Jul 31, 2026 ↗
MetLife Russell 2000 Index Portfolio Brighthouse Funds Trust II 20,442241.4K $0.02 %0.01 %as of Jun 30, 2026 ↗
Dimensional US Sustainability Core 1 ETF Dimensional ETF Trust 19,557198.5K $0.01 %0.01 %as of Jul 31, 2026 ↗
iShares Morningstar Small-Cap Growth ETF iShares Trust 19,322196.1K $0.02 %0.01 %as of Jul 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 ranks funds by number of shares. This one ranks them by the weight of the company in each fund.

FundWeight in fund
Zacks Small-Cap Core Fund Zacks Trust 1.64 %as of May 31, 2026 ↗
ClearBridge Small Cap Fund Legg Mason Global Asset Management Trust 1.16 %as of Jul 31, 2026 ↗
WPG Partners Select Small Cap Value Fund RBB Fund, Inc. 0.90 %as of May 31, 2026 ↗
Brighthouse Small Cap Value Portfolio Brighthouse Funds Trust I 0.77 %as of Jun 30, 2026 ↗
Heartland Value Fund HEARTLAND GROUP INC. 0.71 %as of Jun 30, 2026 ↗
First Trust Small Cap Growth AlphaDEX Fund First Trust Exchange-Traded AlphaDEX Fund 0.58 %as of Jul 31, 2026 ↗
Federated Hermes MDT Small Cap Growth Fund Federated Hermes MDT Series 0.57 %as of Jul 31, 2026 ↗
Amplify Etho Climate Leadership U.S. ETF Amplify ETF Trust 0.52 %as of Jun 30, 2026 ↗
Fidelity Enhanced Small Cap Value ETF Fidelity Covington Trust 0.51 %as of Jun 30, 2026 ↗
Dunham Small Cap Value Fund Dunham Funds 0.43 %as of Jul 31, 2026 ↗

Quarter after quarter

Each row is one quarter of SEC filings, newest first. The change compares each quarter with the one before.

QuarterShareholdersChangeSharesChange
2026Q3184+2427,201,845+7.8 %
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 table shows the 25 largest.

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