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 ranks funds by number of shares. This one ranks them by the weight of the company in 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 row is one quarter of SEC filings, newest first. The change compares each quarter with the one before.

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 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