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
Fidelity Flex Small Cap Index Fund Fidelity Salem Street Trust 9,09189.5K $0.02 %0.00 %as of Apr 30, 2026
iShares Russell Small/Mid-Cap Index Fund BlackRock Funds 9,04589.1K $0.01 %0.00 %as of Apr 30, 2026
iShares MSCI World Small-Cap ETF iShares Trust 9,00064.4K $0.01 %0.00 %as of Feb 28, 2026
1290 VT Small Cap Value Portfolio EQ Advisors Trust 8,95358.8K $0.01 %0.00 %as of Mar 31, 2026
Avantis U.S. Small Cap Equity Fund American Century ETF Trust 8,50260.9K $0.05 %0.00 %as of Feb 28, 2026
DWS Small Cap Index VIP DEUTSCHE DWS INVESTMENTS VIT FUNDS 8,32654.7K $0.01 %0.00 %as of Mar 31, 2026
LVIP Dimensional U.S. Core Equity 1 Fund LINCOLN VARIABLE INSURANCE PRODUCTS TRUST 7,99252.5K $0.00 %0.00 %as of Mar 31, 2026
Vericimetry U.S. Small Cap Value Fund VERICIMETRY FUNDS 7,70350.6K $0.03 %0.00 %as of Mar 31, 2026
Eventide Small Cap ETF Strategy Shares 7,65475.4K $0.29 %0.00 %as of Apr 30, 2026
Voya RussellTM Small Cap Index Portfolio Voya VARIABLE PORTFOLIOS INC 7,36148.4K $0.01 %0.00 %as of Mar 31, 2026
FlexShares Morningstar US Market Factor Tilt Index Fund FlexShares Trust 7,31972.1K $0.00 %0.00 %as of Apr 30, 2026
LVIP Dimensional U.S. Core Equity 2 Fund LINCOLN VARIABLE INSURANCE PRODUCTS TRUST 7,06546.4K $0.01 %0.00 %as of Mar 31, 2026
BlackRock Small Cap Index V.I. Fund BlackRock Variable Series Funds, Inc. 7,03046.2K $0.01 %0.00 %as of Mar 31, 2026
SA Small Cap Index Portfolio SUNAMERICA SERIES TRUST 6,88467.8K $0.02 %0.00 %as of Apr 30, 2026
Victory Extended Market Index Fund Victory Portfolios III 6,84667.4K $0.01 %0.00 %as of Apr 30, 2026
T. Rowe Price Small-Cap Index Fund T. ROWE PRICE INDEX TRUST, INC. 6,77344.5K $0.01 %0.00 %as of Mar 31, 2026
AZL DFA U.S. Core Equity Fund Allianz Variable Insurance Products Trust 5,86438.5K $0.01 %0.00 %as of Mar 31, 2026
PD Small-Cap Value Index Portfolio PACIFIC SELECT FUND 5,38635.4K $0.03 %0.00 %as of Mar 31, 2026
Dimensional US Vector Equity ETF Dimensional ETF Trust 5,06949.9K $0.01 %0.00 %as of Apr 30, 2026
CVT Russell 2000 Small Cap Index Portfolio Calvert Variable Trust, Inc. 5,00432.9K $0.01 %0.00 %as of Mar 31, 2026
U.S. Sustainability Core 1 Portfolio DFA INVESTMENT DIMENSIONS GROUP INC 4,70046.3K $0.00 %0.00 %as of Apr 30, 2026
Nationwide Small Cap Index Fund Nationwide Mutual Funds 4,65645.9K $0.02 %0.00 %as of Apr 30, 2026
Venerable Small Cap Index Fund Venerable Variable Insurance Trust 4,59930.2K $0.01 %0.00 %as of Mar 31, 2026
Strategic Equity Allocation Trust John Hancock Variable Insurance Trust 4,32928.4K $0.00 %0.00 %as of Mar 31, 2026
VANGUARD RUSSELL 3000 INDEX FUND VANGUARD SCOTTSDALE FUNDS 4,02828.8K $0.00 %0.00 %as of Feb 28, 2026
Voya VACS Index Series SC Portfolio Voya VARIABLE PORTFOLIOS INC 4,02826.5K $0.01 %0.00 %as of Mar 31, 2026
Total Stock Market Index Trust John Hancock Variable Insurance Trust 3,86725.4K $0.00 %0.00 %as of Mar 31, 2026
VIP Extended Market Index Portfolio Variable Insurance Products Fund II 3,85325.3K $0.01 %0.00 %as of Mar 31, 2026
ProShares Ultra Russell2000 ProShares Trust 3,72626.7K $0.01 %0.00 %as of Feb 28, 2026
ProShares UltraPro Russell2000 ProShares Trust 3,71126.6K $0.01 %0.00 %as of Feb 28, 2026
Small-Cap Equity Portfolio PACIFIC SELECT FUND 2,75818.1K $0.01 %0.00 %as of Mar 31, 2026
iShares Total U.S. Stock Market Index Fund BlackRock Funds 2,72426.8K $0.00 %0.00 %as of Apr 30, 2026
ProShares Russell 2000 High Income ETF ProShares Trust 2,61018.7K $0.01 %0.00 %as of Feb 28, 2026
iShares Morningstar Small-Cap ETF iShares Trust 2,43224K $0.01 %0.00 %as of Apr 30, 2026
EQ/Franklin Small Cap Value Managed Volatility Portfolio EQ Advisors Trust 1,99013.1K $0.01 %0.00 %as of Mar 31, 2026
Nationwide Fundamental All Cap Equity Portfolio Nationwide Mutual Funds 1,98019.5K $0.00 %0.00 %as of Apr 30, 2026
Morgan Stanley Pathway Small-Mid Cap Equity ETF MORGAN STANLEY PATHWAY FUNDS 1,83213.1K $0.00 %0.00 %as of Feb 28, 2026
Harbor AlphaEdge Small Cap Earners ETF Harbor ETF Trust 1,81817.9K $0.16 %0.00 %as of Apr 30, 2026
Destinations Small-Mid Cap Equity Fund Brinker Capital Destinations Trust 1,72912.4K $0.00 %0.00 %as of Feb 28, 2026
Penn Series Small Cap Index Fund Penn Series Funds Inc 1,5009.9K $0.01 %0.00 %as of Mar 31, 2026
VIP Total Market Index Portfolio Variable Insurance Products Fund II 1,4309.4K $0.00 %0.00 %as of Mar 31, 2026
State Street Total Return V.I.S. Fund STATE STREET VARIABLE INSURANCE SERIES FUNDS INC 1,3468.8K $0.00 %0.00 %as of Mar 31, 2026
TIAA Separate Account VA-1 - Stock Index Account TIAA Separate Account VA-1 1,0086.6K $0.00 %0.00 %as of Mar 31, 2026
Small Company Value Portfolio Wilshire Mutual Funds Inc 9606.3K $0.03 %0.00 %as of Mar 31, 2026
Fidelity Enhanced U.S. All-Cap Equity ETF Fidelity Covington Trust 7204.7K $0.05 %0.00 %as of Mar 31, 2026
Nuveen Life Stock Index Fund TIAA-CREF Life Funds 6884.5K $0.00 %0.00 %as of Mar 31, 2026
ULTRA SMALL CAP PROFUND ProFunds 6806.7K $0.01 %0.00 %as of Apr 30, 2026
State Street Balanced Index Fund STATE STREET INSTITUTIONAL INVESTMENT TRUST 5933.9K $0.00 %0.00 %as of Mar 31, 2026
Knights of Columbus U.S. ALL CAP INDEX FUND ADVISORS' INNER CIRCLE III 3233.2K $0.00 %0.00 %as of Apr 30, 2026
Russell 2000 2x Strategy Fund Rydex Dynamic Funds 3072K $0.00 %0.00 %as of Mar 31, 2026
PROFUND VP ULTRA SMALL CAP ProFunds 2021.3K $0.01 %0.00 %as of Mar 31, 2026
PROFUND VP SMALL CAP ProFunds 152998.6 $0.01 %0.00 %as of Mar 31, 2026
Russell 2000 Fund Rydex Series Funds 141926.4 $0.01 %0.00 %as of Mar 31, 2026
SMALL-CAP PROFUND ProFunds 1101.1K $0.01 %0.00 %as of Apr 30, 2026
Columbia Research Enhanced Small Cap ETF Columbia ETF Trust I 101663.6 $0.02 %0.00 %as of Mar 31, 2026
E*TRADE No Fee Total Market Index Fund E Trade Trust 98965.3 $0.00 %0.00 %as of Apr 30, 2026
Russell 2000 1.5x Strategy Fund Rydex Series Funds 85558.5 $0.01 %0.00 %as of Mar 31, 2026
ProShares Hedge Replication ETF ProShares Trust 62443.9 $0.00 %0.00 %as of Feb 28, 2026
ProShares Russell 2000 Dynamic Buffer ETF ProShares Trust 18128.9 $0.01 %0.00 %as of Feb 28, 2026
Russell 2000(R) 1.5x Strategy Fund Rydex Variable Trust 16105.1 $0.00 %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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