CTOS icon

Custom Truck One Source

170 hedge funds and large institutions have $1.44B invested in Custom Truck One Source in 2026 Q1 according to their latest regulatory filings, with 43 funds opening new positions, 58 increasing their positions, 46 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

more capital invested

Capital invested by funds: $ → $

more funds holding

Funds holding:

0.97% more ownership

Funds ownership: 95.59%96.56% (+0.97%)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

100% less call options, than puts

Call options by funds: $0 | Put options by funds: $3K

Holders
170
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
Puts
$3K
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Carson Wealth (CWM LLC)
101
Carson Wealth (CWM LLC)
Nebraska
$166K
SG Americas Securities
102
SG Americas Securities
New York
$164K
VGA
103
Vanguard Global Advisers
Pennsylvania
$148K
GWMR
104
GC Wealth Management RIA
Massachusetts
$140K
IIM
105
INTECH Investment Management
Florida
$140K
Mercer Global Advisors
106
Mercer Global Advisors
Colorado
$136K
PCM
107
Polymer Capital Management
New York
$136K
Northwestern Mutual Wealth Management
108
Northwestern Mutual Wealth Management
Wisconsin
$131K
QCM
109
Quantinno Capital Management
New York
$129K
Lazard Asset Management
110
Lazard Asset Management
New York
$125K
RS
111
R Squared
Hong Kong
$124K
ASRS
112
Arizona State Retirement System
Arizona
$123K
Creative Planning
113
Creative Planning
Kansas
$117K
ET
114
Entropy Technologies
New York
$111K
Wealth Enhancement Advisory Services
115
Wealth Enhancement Advisory Services
Minnesota
$110K
VIA
116
Vanguard Investments Australia
Australia
$108K
State Board of Administration of Florida Retirement System
117
State Board of Administration of Florida Retirement System
Florida
$107K
Cerity Partners
118
Cerity Partners
New York
$105K
CAMG
119
CWA Asset Management Group
Florida
$105K
Royal Bank of Canada
120
Royal Bank of Canada
Ontario, Canada
$104K
Truist Financial
121
Truist Financial
North Carolina
$98.5K
KK
122
KLP Kapitalforvaltning
Norway
$95.9K
PFSRSONJ
123
Police & Firemen's Retirement System of New Jersey
New Jersey
$93.4K
MFS
124
Mirabella Financial Services
United Kingdom
$84.8K
KAS
125
Kemnay Advisory Services
New York
$75.6K