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
| Fund | Shares | Value | Weight in fund | Share of capital | |
|---|---|---|---|---|---|
| Fidelity Flex Small Cap Index Fund Fidelity Salem Street Trust | 9,091 | 89.5K $ | 0.02 % | 0.00 % | as of Apr 30, 2026 ↗ |
| iShares Russell Small/Mid-Cap Index Fund BlackRock Funds | 9,045 | 89.1K $ | 0.01 % | 0.00 % | as of Apr 30, 2026 ↗ |
| iShares MSCI World Small-Cap ETF iShares Trust | 9,000 | 64.4K $ | 0.01 % | 0.00 % | as of Feb 28, 2026 ↗ |
| 1290 VT Small Cap Value Portfolio EQ Advisors Trust | 8,953 | 58.8K $ | 0.01 % | 0.00 % | as of Mar 31, 2026 ↗ |
| Avantis U.S. Small Cap Equity Fund American Century ETF Trust | 8,502 | 60.9K $ | 0.05 % | 0.00 % | as of Feb 28, 2026 ↗ |
| DWS Small Cap Index VIP DEUTSCHE DWS INVESTMENTS VIT FUNDS | 8,326 | 54.7K $ | 0.01 % | 0.00 % | as of Mar 31, 2026 ↗ |
| LVIP Dimensional U.S. Core Equity 1 Fund LINCOLN VARIABLE INSURANCE PRODUCTS TRUST | 7,992 | 52.5K $ | 0.00 % | 0.00 % | as of Mar 31, 2026 ↗ |
| Vericimetry U.S. Small Cap Value Fund VERICIMETRY FUNDS | 7,703 | 50.6K $ | 0.03 % | 0.00 % | as of Mar 31, 2026 ↗ |
| Eventide Small Cap ETF Strategy Shares | 7,654 | 75.4K $ | 0.29 % | 0.00 % | as of Apr 30, 2026 ↗ |
| Voya RussellTM Small Cap Index Portfolio Voya VARIABLE PORTFOLIOS INC | 7,361 | 48.4K $ | 0.01 % | 0.00 % | as of Mar 31, 2026 ↗ |
| FlexShares Morningstar US Market Factor Tilt Index Fund FlexShares Trust | 7,319 | 72.1K $ | 0.00 % | 0.00 % | as of Apr 30, 2026 ↗ |
| LVIP Dimensional U.S. Core Equity 2 Fund LINCOLN VARIABLE INSURANCE PRODUCTS TRUST | 7,065 | 46.4K $ | 0.01 % | 0.00 % | as of Mar 31, 2026 ↗ |
| BlackRock Small Cap Index V.I. Fund BlackRock Variable Series Funds, Inc. | 7,030 | 46.2K $ | 0.01 % | 0.00 % | as of Mar 31, 2026 ↗ |
| SA Small Cap Index Portfolio SUNAMERICA SERIES TRUST | 6,884 | 67.8K $ | 0.02 % | 0.00 % | as of Apr 30, 2026 ↗ |
| Victory Extended Market Index Fund Victory Portfolios III | 6,846 | 67.4K $ | 0.01 % | 0.00 % | as of Apr 30, 2026 ↗ |
| T. Rowe Price Small-Cap Index Fund T. ROWE PRICE INDEX TRUST, INC. | 6,773 | 44.5K $ | 0.01 % | 0.00 % | as of Mar 31, 2026 ↗ |
| AZL DFA U.S. Core Equity Fund Allianz Variable Insurance Products Trust | 5,864 | 38.5K $ | 0.01 % | 0.00 % | as of Mar 31, 2026 ↗ |
| PD Small-Cap Value Index Portfolio PACIFIC SELECT FUND | 5,386 | 35.4K $ | 0.03 % | 0.00 % | as of Mar 31, 2026 ↗ |
| Dimensional US Vector Equity ETF Dimensional ETF Trust | 5,069 | 49.9K $ | 0.01 % | 0.00 % | as of Apr 30, 2026 ↗ |
| CVT Russell 2000 Small Cap Index Portfolio Calvert Variable Trust, Inc. | 5,004 | 32.9K $ | 0.01 % | 0.00 % | as of Mar 31, 2026 ↗ |
| U.S. Sustainability Core 1 Portfolio DFA INVESTMENT DIMENSIONS GROUP INC | 4,700 | 46.3K $ | 0.00 % | 0.00 % | as of Apr 30, 2026 ↗ |
| Nationwide Small Cap Index Fund Nationwide Mutual Funds | 4,656 | 45.9K $ | 0.02 % | 0.00 % | as of Apr 30, 2026 ↗ |
| Venerable Small Cap Index Fund Venerable Variable Insurance Trust | 4,599 | 30.2K $ | 0.01 % | 0.00 % | as of Mar 31, 2026 ↗ |
| Strategic Equity Allocation Trust John Hancock Variable Insurance Trust | 4,329 | 28.4K $ | 0.00 % | 0.00 % | as of Mar 31, 2026 ↗ |
| VANGUARD RUSSELL 3000 INDEX FUND VANGUARD SCOTTSDALE FUNDS | 4,028 | 28.8K $ | 0.00 % | 0.00 % | as of Feb 28, 2026 ↗ |
| Voya VACS Index Series SC Portfolio Voya VARIABLE PORTFOLIOS INC | 4,028 | 26.5K $ | 0.01 % | 0.00 % | as of Mar 31, 2026 ↗ |
| Total Stock Market Index Trust John Hancock Variable Insurance Trust | 3,867 | 25.4K $ | 0.00 % | 0.00 % | as of Mar 31, 2026 ↗ |
| VIP Extended Market Index Portfolio Variable Insurance Products Fund II | 3,853 | 25.3K $ | 0.01 % | 0.00 % | as of Mar 31, 2026 ↗ |
| ProShares Ultra Russell2000 ProShares Trust | 3,726 | 26.7K $ | 0.01 % | 0.00 % | as of Feb 28, 2026 ↗ |
| ProShares UltraPro Russell2000 ProShares Trust | 3,711 | 26.6K $ | 0.01 % | 0.00 % | as of Feb 28, 2026 ↗ |
| Small-Cap Equity Portfolio PACIFIC SELECT FUND | 2,758 | 18.1K $ | 0.01 % | 0.00 % | as of Mar 31, 2026 ↗ |
| iShares Total U.S. Stock Market Index Fund BlackRock Funds | 2,724 | 26.8K $ | 0.00 % | 0.00 % | as of Apr 30, 2026 ↗ |
| ProShares Russell 2000 High Income ETF ProShares Trust | 2,610 | 18.7K $ | 0.01 % | 0.00 % | as of Feb 28, 2026 ↗ |
| iShares Morningstar Small-Cap ETF iShares Trust | 2,432 | 24K $ | 0.01 % | 0.00 % | as of Apr 30, 2026 ↗ |
| EQ/Franklin Small Cap Value Managed Volatility Portfolio EQ Advisors Trust | 1,990 | 13.1K $ | 0.01 % | 0.00 % | as of Mar 31, 2026 ↗ |
| Nationwide Fundamental All Cap Equity Portfolio Nationwide Mutual Funds | 1,980 | 19.5K $ | 0.00 % | 0.00 % | as of Apr 30, 2026 ↗ |
| Morgan Stanley Pathway Small-Mid Cap Equity ETF MORGAN STANLEY PATHWAY FUNDS | 1,832 | 13.1K $ | 0.00 % | 0.00 % | as of Feb 28, 2026 ↗ |
| Harbor AlphaEdge Small Cap Earners ETF Harbor ETF Trust | 1,818 | 17.9K $ | 0.16 % | 0.00 % | as of Apr 30, 2026 ↗ |
| Destinations Small-Mid Cap Equity Fund Brinker Capital Destinations Trust | 1,729 | 12.4K $ | 0.00 % | 0.00 % | as of Feb 28, 2026 ↗ |
| Penn Series Small Cap Index Fund Penn Series Funds Inc | 1,500 | 9.9K $ | 0.01 % | 0.00 % | as of Mar 31, 2026 ↗ |
| VIP Total Market Index Portfolio Variable Insurance Products Fund II | 1,430 | 9.4K $ | 0.00 % | 0.00 % | as of Mar 31, 2026 ↗ |
| State Street Total Return V.I.S. Fund STATE STREET VARIABLE INSURANCE SERIES FUNDS INC | 1,346 | 8.8K $ | 0.00 % | 0.00 % | as of Mar 31, 2026 ↗ |
| TIAA Separate Account VA-1 - Stock Index Account TIAA Separate Account VA-1 | 1,008 | 6.6K $ | 0.00 % | 0.00 % | as of Mar 31, 2026 ↗ |
| Small Company Value Portfolio Wilshire Mutual Funds Inc | 960 | 6.3K $ | 0.03 % | 0.00 % | as of Mar 31, 2026 ↗ |
| Fidelity Enhanced U.S. All-Cap Equity ETF Fidelity Covington Trust | 720 | 4.7K $ | 0.05 % | 0.00 % | as of Mar 31, 2026 ↗ |
| Nuveen Life Stock Index Fund TIAA-CREF Life Funds | 688 | 4.5K $ | 0.00 % | 0.00 % | as of Mar 31, 2026 ↗ |
| ULTRA SMALL CAP PROFUND ProFunds | 680 | 6.7K $ | 0.01 % | 0.00 % | as of Apr 30, 2026 ↗ |
| State Street Balanced Index Fund STATE STREET INSTITUTIONAL INVESTMENT TRUST | 593 | 3.9K $ | 0.00 % | 0.00 % | as of Mar 31, 2026 ↗ |
| Knights of Columbus U.S. ALL CAP INDEX FUND ADVISORS' INNER CIRCLE III | 323 | 3.2K $ | 0.00 % | 0.00 % | as of Apr 30, 2026 ↗ |
| Russell 2000 2x Strategy Fund Rydex Dynamic Funds | 307 | 2K $ | 0.00 % | 0.00 % | as of Mar 31, 2026 ↗ |
| PROFUND VP ULTRA SMALL CAP ProFunds | 202 | 1.3K $ | 0.01 % | 0.00 % | as of Mar 31, 2026 ↗ |
| PROFUND VP SMALL CAP ProFunds | 152 | 998.6 $ | 0.01 % | 0.00 % | as of Mar 31, 2026 ↗ |
| Russell 2000 Fund Rydex Series Funds | 141 | 926.4 $ | 0.01 % | 0.00 % | as of Mar 31, 2026 ↗ |
| SMALL-CAP PROFUND ProFunds | 110 | 1.1K $ | 0.01 % | 0.00 % | as of Apr 30, 2026 ↗ |
| Columbia Research Enhanced Small Cap ETF Columbia ETF Trust I | 101 | 663.6 $ | 0.02 % | 0.00 % | as of Mar 31, 2026 ↗ |
| E*TRADE No Fee Total Market Index Fund E Trade Trust | 98 | 965.3 $ | 0.00 % | 0.00 % | as of Apr 30, 2026 ↗ |
| Russell 2000 1.5x Strategy Fund Rydex Series Funds | 85 | 558.5 $ | 0.01 % | 0.00 % | as of Mar 31, 2026 ↗ |
| ProShares Hedge Replication ETF ProShares Trust | 62 | 443.9 $ | 0.00 % | 0.00 % | as of Feb 28, 2026 ↗ |
| ProShares Russell 2000 Dynamic Buffer ETF ProShares Trust | 18 | 128.9 $ | 0.01 % | 0.00 % | as of Feb 28, 2026 ↗ |
| Russell 2000(R) 1.5x Strategy Fund Rydex Variable Trust | 16 | 105.1 $ | 0.00 % | 0.00 % | as of Mar 31, 2026 ↗ |
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.
| Fund | Weight 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.
| Quarter | Shareholders | Change | Shares | Change |
|---|---|---|---|---|
| 2026Q2 | 160 | +6 | 25,222,254 | +1.7 % |
| 2026Q1 | 154 | -2 | 24,807,341 | +1.1 % |
| 2025Q4 | 156 | +3 | 24,535,756 | -15.2 % |
| 2025Q3 | 153 | -8 | 28,936,918 | -5.3 % |
| 2025Q2 | 161 | +16 | 30,554,122 | +22.6 % |
| 2025Q1 | 145 | +10 | 24,931,551 | +22.0 % |
| 2024Q4 | 135 | +2 | 20,435,493 | +6.2 % |
| 2024Q3 | 133 | -7 | 19,246,051 | +0.2 % |
| 2024Q2 | 140 | +6 | 19,216,134 | +8.5 % |
| 2024Q1 | 134 | 0 | 17,712,682 | -12.2 % |
| 2023Q4 | 134 | 20,165,730 |
Institutional managers
163 managers declare this company to the SEC (Form 13F). The table shows the 25 largest.
| Manager | Shares | Value | |
|---|---|---|---|
| Platinum Equity Advisors, LLC/DE | 156,743,635 | 1B $ | as of Mar 31, 2026 |
| Canvas Wealth Advisors, LLC | 7,019,526 | 46.1M $ | as of Mar 31, 2026 |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | 5,674,918 | 37.3M $ | as of Mar 31, 2026 |
| DIMENSIONAL FUND ADVISORS LP | 5,602,838 | 36.8M $ | as of Mar 31, 2026 |
| BlackRock, Inc. | 4,252,972 | 27.9M $ | as of Mar 31, 2026 |
| Allspring Global Investments Holdings, LLC | 3,914,133 | 25.9M $ | as of Mar 31, 2026 |
| Alyeska Investment Group, L.P. | 2,825,820 | 18.6M $ | as of Mar 31, 2026 |
| Boston Partners | 2,016,406 | 13.2M $ | as of Mar 31, 2026 |
| STATE STREET CORP | 1,486,051 | 9.8M $ | as of Mar 31, 2026 |
| GEODE CAPITAL MANAGEMENT, LLC | 1,470,636 | 9.7M $ | as of Mar 31, 2026 |
| Clearbridge Investments, LLC | 1,403,965 | 9.2M $ | as of Mar 31, 2026 |
| FIRST TRUST ADVISORS LP | 1,301,351 | 8.5M $ | as of Mar 31, 2026 |
| BANK OF AMERICA CORP /DE/ | 1,195,836 | 7.9M $ | as of Mar 31, 2026 |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | 1,056,550 | 6.9M $ | as of Mar 31, 2026 |
| HEARTLAND ADVISORS INC | 1,000,000 | 6.6M $ | as of Mar 31, 2026 |
| MORGAN STANLEY | 897,525 | 5.9M $ | as of Mar 31, 2026 |
| INTRINSIC EDGE CAPITAL MANAGEMENT LLC | 879,622 | 5.8M $ | as of Mar 31, 2026 |
| BRIDGEWAY CAPITAL MANAGEMENT, LLC | 845,115 | 5.6M $ | as of Mar 31, 2026 |
| Empowered Funds, LLC | 810,115 | 5.3M $ | as of Mar 31, 2026 |
| JPMORGAN CHASE & CO | 770,219 | 4.9M $ | as of Mar 31, 2026 |
| First Eagle Investment Management, LLC | 765,822 | 5M $ | as of Mar 31, 2026 |
| JANE STREET GROUP, LLC | 660,534 | 4.3M $ | as of Mar 31, 2026 |
| AQR CAPITAL MANAGEMENT LLC | 650,700 | 4.3M $ | as of Mar 31, 2026 |
| MACKENZIE FINANCIAL CORP | 589,100 | 3.9M $ | as of Mar 31, 2026 |
| Russell Investments Group, Ltd. | 542,865 | 3.6M $ | as of Mar 31, 2026 |
Cite this page
Titelia. "Fund shareholders of Custom Truck One Source Inc". https://titelia.com/en/stocks/custom-truck-one-source-inc-US23204X1037