Citadel Advisors’s Custom Truck One Source CTOS Stock Holding History

Citadel Advisors’s Portfolio CTOS Stock Details CTOS Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	–	Sell	-500	Closed	-$2.11K	–	12903
2025 Q1	$2.11K	Sell	500 -3,400	-87%	-$16.4K	﹤0.01%	14065
2024 Q4	$18.8K	Sell	3,900 -300	-7%	-$1.36K	﹤0.01%	13221
2024 Q3	$14.5K	Buy	+4,200	New	+$17.7K	﹤0.01%	13020
2024 Q2	–	Sell	-900	Closed	-$5.24K	–	14404
2024 Q1	$5.24K	Buy	+900	New	+$5.59K	﹤0.01%	13755
2023 Q4	–	Sell	-200	Closed	-$1.24K	–	14379
2023 Q3	$1.24K	Sell	200 -400	-67%	-$2.65K	﹤0.01%	13892
2023 Q2	$4.04K	Hold	600	–	–	﹤0.01%	13636
2023 Q1	$4.07K	Buy	600 +500	+500%	+$3.47K	﹤0.01%	13986
2022 Q4	$632	Buy	+100	New	+$649	﹤0.01%	14613
2021 Q2	–	Sell	-16,100	Closed	-$151K	–	13760
2021 Q1	$151K	Buy	16,100 +2,200	+16%	+$17.9K	﹤0.01%	12021
2020 Q4	$102K	Buy	+13,900	New	+$70.4K	﹤0.01%	10207

Other funds holding CTOS

PEA

Platinum Equity Advisors Beverly Hills, California $8.88B AUM 27.09% 1-Year Est. Return

CWA

Canvas Wealth Advisors Shawnee, Kansas $717M AUM 41.56% 1-Year Est. Return

Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $73.7B AUM 53.56% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return

Alyeska Investment Group Chicago, Illinois $35.4B AUM 33.54% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Citadel Advisors's CTOS Position: Q1 2026 in Review

Citadel Advisors increased its Custom Truck One Source (CTOS) stake by 339% in Q1 2026, buying an estimated $1.42M and bringing the position to 280,361 shares worth $1.84M. The position accounts for ﹤0.01% of the portfolio, ranked #6248.

Citadel Advisors first reported a position in CTOS in Q4 2020 and has held it in 20 quarters since. The position peaked at $9.41M in Q1 2021. 173 funds tracked by Wall St. Rank hold CTOS as of Q1 2026.

Citadel Advisors held 280,361 shares of Custom Truck One Source worth $1.84M as of Q1 2026.
Citadel Advisors bought 216,554 Custom Truck One Source shares in Q1 2026, an estimated $1.42M.
Custom Truck One Source made up ﹤0.01% of Citadel Advisors's portfolio in Q1 2026, its #6248 holding.
Citadel Advisors first reported a position in Custom Truck One Source in Q4 2020 and has held it in 20 quarters since.
Citadel Advisors's Custom Truck One Source position peaked at $9.41M in Q1 2021.
173 funds tracked by Wall St. Rank held Custom Truck One Source as of Q1 2026.

Based on Citadel Advisors's 13F filing for Q1 2026, filed 15 May 2026.