Institutional Ownership Custom Truck One Source, Inc. (CTOS)
This table provides information about the institutional ownership of Custom Truck One Source, Inc. (CTOS). We have compiled data on the 147 institutions that hold shares in the stock, with a total of 217 Million shares, which have been reported (via 13F filing form) to have a value of $1.13 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Northwestern Mutual Wealth Management CO
|
May 14, 2025 Q1 2025 |
447
shares
|
$2,319
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Caitong International Asset Management Co., LTD
Hong Kong, K3 |
May 13, 2025 Q1 2025 |
445
shares
|
$2,309
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Lindbrook Capital, LLC
|
May 05, 2025 Q1 2025 |
426
shares
|
$2,210
0.0% of portfolio
|
Q1 2025
Reduced 13.94%
|
|
|
Sterling Capital Management LLC
Charlotte, NC |
May 13, 2025 Q1 2025 |
336
shares
|
$1,743
0.0% of portfolio
|
Q1 2025
Reduced 45.28%
|
|
|
Wpg Advisers, LLC
Baltimore, MD |
May 15, 2025 Q1 2025 |
327
shares
|
$1,697
0.0% of portfolio
|
Q1 2025
Added 42.79%
|
|
|
Nisa Investment Advisors, LLC
|
Apr 30, 2025 Q1 2025 |
257
shares
|
$1,333
0.0% of portfolio
|
Q1 2025
Added 15.25%
|
|
|
Quarry LP
New York, NY |
May 15, 2025 Q1 2025 |
253
shares
|
$1,313
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Huntington National Bank
Columbus, OH |
May 14, 2025 Q1 2025 |
213
shares
|
$1,105
0.0% of portfolio
|
Q1 2025
Reduced 3.62%
|
|
|
Signaturefd, LLC
Atlanta, GA |
May 01, 2025 Q1 2025 |
210
shares
|
$1,089
0.0% of portfolio
|
Q1 2025
Added 707.69%
|
|
|
Rise Advisors, LLC
|
Jul 08, 2025 Q2 2025 |
200
shares
|
$1,038
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Geneos Wealth Management Inc.
|
May 21, 2025 Q1 2025 |
151
shares
|
$783
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Rothschild Investment LLC
Chicago, IL |
Apr 08, 2025 Q1 2025 |
135
shares
|
$700
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Srs Capital Advisors, Inc.
Denver, CO |
May 14, 2025 Q1 2025 |
134
shares
|
$695
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
North Star Investment Management Corp.
Chicago, IL |
Apr 17, 2025 Q1 2025 |
100
shares
|
$519
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Stephens Consulting, LLC
Flint, MI |
Apr 17, 2025 Q1 2025 |
75
shares
|
$389
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Allworth Financial LP
|
Apr 30, 2025 Q1 2025 |
53
shares
|
$275
0.0% of portfolio
|
Q1 2024
Added 152.38%
|
|
|
True Wealth Design, LLC
Akron, OH |
May 13, 2025 Q1 2025 |
46
shares
|
$238
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Covestor LTD
Boston, MA |
May 12, 2025 Q1 2025 |
22
shares
|
$114
0.0% of portfolio
|
Q4 2024
Added 4.76%
|
|
|
Ifp Advisors, Inc
|
May 05, 2025 Q1 2025 |
0
shares
|
$0
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
May 14, 2025 Q1 2025 |
0
shares
|
$0
100.0% of portfolio
|
Q1 2025
New holding
|