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Empowered Funds’s Custom Truck One Source CTOS Stock Holding History

Empowered Funds’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
2026
Q2 		$10.3M Buy
873,125
+63,010
+8% +$593K 0.05% 402
2026
Q1 		$5.32M Buy
810,115
+72,935
+10% +$479K 0.03% 608
2025
Q4 		$4.25M Buy
737,180
+416,833
+130% +$2.54M 0.07% 292
2025
Q3 		$2.06M Buy
320,347
+187,133
+140% +$1.08M 0.02% 911
2025
Q2 		$658K Buy
+133,214
New +$574K 0.01% 1224

Other funds holding CTOS

PEA
Platinum Equity Advisors Beverly Hills, California $8.96B AUM 34.3% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Mirae Asset Global ETFs Holdings
Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $83.9B AUM 60.43% 1-Year Est. Return
CWA
Canvas Wealth Advisors Shawnee, Kansas $717M AUM 41.56% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $65.2B AUM 39.42% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Empowered Funds's CTOS Position: Q2 2026 in Review

Empowered Funds increased its Custom Truck One Source (CTOS) stake by 7.8% in Q2 2026, buying an estimated $593K and bringing the position to 873,125 shares worth $10.3M. The position accounts for 0.05% of the portfolio, ranked #402.

Empowered Funds first reported a position in CTOS in Q2 2025 and has held it in 5 quarters since. 187 funds tracked by Wall St. Rank hold CTOS as of Q2 2026.

  • Empowered Funds held 873,125 shares of Custom Truck One Source worth $10.3M as of Q2 2026.
  • Empowered Funds bought 63,010 Custom Truck One Source shares in Q2 2026, an estimated $593K.
  • Custom Truck One Source made up 0.05% of Empowered Funds's portfolio in Q2 2026, its #402 holding.
  • Empowered Funds first reported a position in Custom Truck One Source in Q2 2025 and has held it in 5 quarters since.
  • 187 funds tracked by Wall St. Rank held Custom Truck One Source as of Q2 2026.

Based on Empowered Funds's 13F filing for Q2 2026, filed 17 Aug 2026.