SEI Investments
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SEI Investments’s Custom Truck One Source CTOS Stock Holding History

SEI Investments’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
Q1 		$1.5M Buy
227,568
+59,928
+36% +$394K ﹤0.01% 2153
2025
Q4 		$966K Buy
167,640
+32,338
+24% +$197K ﹤0.01% 2194
2025
Q3 		$869K Buy
135,302
+12,838
+10% +$74.4K ﹤0.01% 2015
2025
Q2 		$605K Buy
122,464
+361
+0.3% +$1.56K ﹤0.01% 2108
2025
Q1 		$515K Sell
122,103
-2,462
-2% -$11.9K ﹤0.01% 2139
2024
Q4 		$599K Sell
124,565
-4,160
-3% -$18.8K ﹤0.01% 2122
2024
Q3 		$444K Buy
128,725
+17,439
+16% +$73.3K ﹤0.01% 2224
2024
Q2 		$484K Sell
111,286
-12,817
-10% -$62.4K ﹤0.01% 2162
2024
Q1 		$722K Sell
124,103
-11,732
-9% -$72.8K ﹤0.01% 1997
2023
Q4 		$839K Sell
135,835
-5,235
-4% -$30.9K ﹤0.01% 1937
2023
Q3 		$875K Buy
141,070
+14,418
+11% +$95.4K ﹤0.01% 1930
2023
Q2 		$854K Buy
126,652
+15,477
+14% +$102K ﹤0.01% 1932
2023
Q1 		$755K Buy
111,175
+76,256
+218% +$529K ﹤0.01% 1981
2022
Q4 		$221K Sell
34,919
-41,383
-54% -$268K ﹤0.01% 2316
2022
Q3 		$445K Buy
76,302
+792
+1% +$4.94K ﹤0.01% 2141
2022
Q2 		$418K Buy
75,510
+49,486
+190% +$315K ﹤0.01% 2173
2022
Q1 		$220K Buy
26,024
+434
+2% +$3.5K ﹤0.01% 2405
2021
Q4 		$206K Buy
25,590
+7,700
+43% +$66.3K ﹤0.01% 2463
2021
Q3 		$170K Buy
17,890
+3,733
+26% +$31.4K ﹤0.01% 2466
2021
Q2 		$138K Buy
14,157
+827
+6% +$8.13K ﹤0.01% 2493
2021
Q1 		$125K Buy
+13,330
New +$109K ﹤0.01% 2434

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
Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $73.7B AUM 53.56% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return
Alyeska Investment Group
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 Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

SEI Investments's CTOS Position: Q1 2026 in Review

SEI Investments increased its Custom Truck One Source (CTOS) stake by 36% in Q1 2026, buying an estimated $394K and bringing the position to 227,568 shares worth $1.5M. The position accounts for ﹤0.01% of the portfolio, ranked #2153.

SEI Investments first reported a position in CTOS in Q1 2021 and has held it in 21 quarters since. 173 funds tracked by Wall St. Rank hold CTOS as of Q1 2026.

  • SEI Investments held 227,568 shares of Custom Truck One Source worth $1.5M as of Q1 2026.
  • SEI Investments bought 59,928 Custom Truck One Source shares in Q1 2026, an estimated $394K.
  • Custom Truck One Source made up ﹤0.01% of SEI Investments's portfolio in Q1 2026, its #2153 holding.
  • SEI Investments first reported a position in Custom Truck One Source in Q1 2021 and has held it in 21 quarters since.
  • 173 funds tracked by Wall St. Rank held Custom Truck One Source as of Q1 2026.

Based on SEI Investments's 13F filing for Q1 2026, filed 13 May 2026.