CTOS Institutional Ownership
Custom Truck One Source, Inc.
1W: +15.2%
1M: +12.6%
3M: +7.8%
YTD: +80.7%
1Y: +58.5%
3Y: +79.5%
5Y: +27.5%
$10.51
+1.50 (+16.65%)
Weekly Expected Move ±5.7%
$8
$9
$9
$10
$10
Credit Risk of going bust: lower than 96% of companies Debt: 0.0% of company value Bonds: none of note held by US funds details ▾
Of US companies ranked in the safest four tenths, about 1 in 3,500 filed for bankruptcy within a year (2020-2025).
If the stock fell to about $0.00 (down more than 99.9%), Custom Truck One Source, Inc. would be worth roughly what it owes.
Total debt $121K against a stock market value of $2.39B.
Distance to default 21.43 (Merton model): prices to 2026-10-27, balance sheet 2026-09-30, debt counted $66K (short-term plus half of long-term), stock volatility 48.7%; Altman Z'' 336.23. A ranking and a back-test, not a forecast.
US fund filings (SEC N-PORT) show under $25M of this company's bonds, so there is no bond page. Its debt may be bank loans or privately placed. How these are computed.
If the stock fell to about $0.00 (down more than 99.9%), Custom Truck One Source, Inc. would be worth roughly what it owes.
Total debt $121K against a stock market value of $2.39B.
Distance to default 21.43 (Merton model): prices to 2026-10-27, balance sheet 2026-09-30, debt counted $66K (short-term plus half of long-term), stock volatility 48.7%; Altman Z'' 336.23. A ranking and a back-test, not a forecast.
US fund filings (SEC N-PORT) show under $25M of this company's bonds, so there is no bond page. Its debt may be bank loans or privately placed. How these are computed.
Overview
News
Chart
Smart Money
Financials
Income Statement
Cash Flow
Balance Sheet
Earnings
Dividends
Analysis
Technicals
Weather
Peers
ESG
Institutions
ETF Exposure
Dark Pool
Short Interest
Supply Chain
Institutional Ownership — CTOS
208
Institutional Holders
+10 vs prior quarter
0.0%
Ownership
+0.00pp
$3B
Total Invested
37
New Positions
76
Increased
77
Reduced
20
Closed
0.00
Put/Call Ratio
Ownership Trends
Top Institutional Holders (233 total)
| # | Holder | Shares | Value | Change | Change % | Holding Period | Filing |
|---|---|---|---|---|---|---|---|
| 1 | Platinum Equity Advisors, LLC/DE | 156,743,635 | $1.6B | — | +0.0% | 21Q | SEC ↗ |
| 2 | DIMENSIONAL FUND ADVISORS LP | 6,172,555 | $65M | +569,717 | +10.2% | 13Q | SEC ↗ |
| 3 | MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | 6,156,876 | $65M | +481,958 | +8.5% | 9Q | SEC ↗ |
| 4 | Canvas Wealth Advisors, LLC | 5,982,649 | $63M | -1,036,877 | -14.8% | 18Q | SEC ↗ |
| 5 | BlackRock, Inc. | 4,574,024 | $48M | +321,052 | +7.5% | 8Q | SEC ↗ |
| 6 | Allspring Global Investments Holdings, | 2,692,878 | $28M | -1,221,255 | -31.2% | 19Q | SEC ↗ |
| 7 | VANGUARD CAPITAL MANAGEMENT LLC | 2,578,410 | $27M | +52,666 | +2.1% | 2Q | SEC ↗ |
| 8 | ARROWSTREET CAPITAL, LIMITED PARTNERSH | 2,202,031 | $23M | +1,145,481 | +108.4% | 4Q | SEC ↗ |
| 9 | GOLDMAN SACHS GROUP INC | 1,877,617 | $20M | +1,361,882 | +264.1% | 15Q | SEC ↗ |
| 10 | GEODE CAPITAL MANAGEMENT, LLC | 1,727,646 | $18M | +257,010 | +17.5% | 21Q | SEC ↗ |
| 11 | Alyeska Investment Group, L.P. | 1,642,331 | $17M | -1,183,489 | -41.9% | 21Q | SEC ↗ |
| 12 | Boston Partners | 1,625,092 | $17M | -391,314 | -19.4% | 7Q | SEC ↗ |
| 13 | JPMORGAN CHASE & CO | 1,587,319 | $17M | +817,100 | +106.1% | 21Q | SEC ↗ |
| 14 | STATE STREET CORP | 1,518,554 | $16M | +32,503 | +2.2% | 21Q | SEC ↗ |
| 15 | FIRST TRUST ADVISORS LP | 1,510,931 | $16M | +209,580 | +16.1% | 19Q | SEC ↗ |
| 16 | MORGAN STANLEY | 1,258,227 | $13M | +360,702 | +40.2% | 21Q | SEC ↗ |
| 17 | BANK OF AMERICA CORP /DE | 1,193,457 | $13M | -2,379 | -0.2% | 15Q | SEC ↗ |
| 18 | ALGERT GLOBAL LLC | 1,174,190 | $12M | +978,430 | +499.8% | 2Q | SEC ↗ |
| 19 | Clearbridge Investments, LLC | 1,006,418 | $11M | -397,547 | -28.3% | 21Q | SEC ↗ |
| 20 | VANGUARD PORTFOLIO MANAGEMENT LLC | 954,705 | $10M | +447,396 | +88.2% | 2Q | SEC ↗ |
| 21 | BRIDGEWAY CAPITAL MANAGEMENT, LLC | 908,125 | $10M | +63,010 | +7.5% | 5Q | SEC ↗ |
| 22 | MACKENZIE FINANCIAL CORP | 885,956 | $9M | +296,856 | +50.4% | 2Q | SEC ↗ |
| 23 | Empowered Funds, LLC | 873,125 | $9M | +63,010 | +7.8% | 5Q | SEC ↗ |
| 24 | First Eagle Investment Management, LLC | 861,753 | $9M | +95,931 | +12.5% | 6Q | SEC ↗ |
| 25 | AQR CAPITAL MANAGEMENT LLC | 753,989 | $8M | +103,289 | +15.9% | 6Q | SEC ↗ |
| 26 | HEARTLAND ADVISORS INC | 700,000 | $7M | -300,000 | -30.0% | 10Q | SEC ↗ |
| 27 | INTRINSIC EDGE CAPITAL MANAGEMENT LLC | 685,622 | $7M | -194,000 | -22.1% | 4Q | SEC ↗ |
| 28 | D. E. Shaw & Co., Inc. | 623,637 | $7M | +440,852 | +241.2% | 2Q | SEC ↗ |
| 29 | NORTHERN TRUST CORP | 607,658 | $6M | +118,582 | +24.2% | 21Q | SEC ↗ |
| 30 | Russell Investments Group, Ltd. | 529,692 | $6M | -13,173 | -2.4% | 10Q | SEC ↗ |
| 31 | CHARLES SCHWAB INVESTMENT MANAGEMENT I | 515,084 | $5M | -2,327 | -0.4% | 15Q | SEC ↗ |
| 32 | Sixth Street Partners Management Compa NEW | 515,084 | $5M | — | +0.0% | 1Q | SEC ↗ |
| 33 | SILVERCREST ASSET MANAGEMENT GROUP LLC | 509,469 | $5M | +115,053 | +29.2% | 2Q | SEC ↗ |
| 34 | Walleye Capital LLC NEW | 463,475 | $5M | — | +0.0% | 1Q | SEC ↗ |
| 35 | Sendero Wealth Management, LLC | 457,766 | $5M | +66,969 | +17.1% | 13Q | SEC ↗ |
| 36 | HOTCHKIS & WILEY CAPITAL MANAGEMENT LL | 439,840 | $5M | -12,800 | -2.8% | 2Q | SEC ↗ |
| 37 | VANGUARD FIDUCIARY TRUST CO | 431,711 | $5M | +27,163 | +6.7% | 2Q | SEC ↗ |
| 38 | CITIGROUP INC | 412,085 | $4M | +27,373 | +7.1% | 21Q | SEC ↗ |
| 39 | Invesco Ltd. | 354,702 | $4M | +110,597 | +45.3% | 21Q | SEC ↗ |
| 40 | EFG International AG | 344,458 | $4M | -6,543 | -1.9% | 3Q | SEC ↗ |
| 41 | Voleon Capital Management LP | 342,120 | $4M | +121,946 | +55.4% | 4Q | SEC ↗ |
| 42 | BNP PARIBAS FINANCIAL MARKETS | 321,210 | $3M | +176,315 | +121.7% | 7Q | SEC ↗ |
| 43 | FEDERATED HERMES, INC. NEW | 296,020 | $3M | — | +0.0% | 1Q | SEC ↗ |
| 44 | HRT FINANCIAL LP | 254,651 | $3M | -157,241 | -38.2% | 2Q | SEC ↗ |
| 45 | Y.D. More Investments Ltd NEW | 254,500 | $3M | — | +0.0% | 1Q | SEC ↗ |
| 46 | GILDER GAGNON HOWE & CO LLC | 216,872 | $2M | -1,005 | -0.5% | 21Q | SEC ↗ |
| 47 | SEI INVESTMENTS CO | 215,771 | $2M | -11,797 | -5.2% | 15Q | SEC ↗ |
| 48 | OCCUDO QUANTITATIVE STRATEGIES LP NEW | 200,573 | $2M | — | +0.0% | 1Q | SEC ↗ |
| 49 | Mariner, LLC | 190,057 | $2M | +21,850 | +13.0% | 16Q | SEC ↗ |
| 50 | Point72 Asset Management, L.P. | 179,100 | $2M | -63,089 | -26.0% | 6Q | SEC ↗ |
Recent Activity
New Positions (20)
| Holder | Shares | Value |
|---|---|---|
| Sixth Street Partners Management Co | 515,084 | $5M |
| Walleye Capital LLC | 463,475 | $5M |
| FEDERATED HERMES, INC. | 296,020 | $3M |
| Y.D. More Investments Ltd | 254,500 | $3M |
| OCCUDO QUANTITATIVE STRATEGIES LP | 200,573 | $2M |
| NORGES BANK | 134,400 | $1M |
| ACADIAN ASSET MANAGEMENT LLC | 109,538 | $1M |
| Tidal Investments LLC | 83,602 | $879K |
| XTX Topco Ltd | 73,285 | $770K |
| ZACKS INVESTMENT MANAGEMENT | 58,249 | $612K |
| DARK FOREST CAPITAL MANAGEMENT LP | 55,185 | $580K |
| Jackson Creek Investment Advisors L | 48,673 | $512K |
| Schonfeld Strategic Advisors LLC | 45,360 | $477K |
| Hillsdale Investment Management Inc | 35,870 | $377K |
| PRUDENTIAL FINANCIAL INC | 29,935 | $315K |
| Jupiter Topco LLC | 28,800 | $303K |
| Universal- Beteiligungs- und Servic | 23,232 | $244K |
| Quantbot Technologies LP | 19,902 | $209K |
| MANGROVE PARTNERS IM, LLC | 19,684 | $207K |
| Quadrature Capital Ltd | 17,499 | $184K |
Sold Out (20)
| Holder | Prev Shares | Prev Value |
|---|---|---|
| ACK Asset Management LLC | 800,136 | $8M |
| JANE STREET GROUP, LLC | 660,534 | $7M |
| T. Rowe Price Investment Management | 566,132 | $6M |
| MILLENNIUM MANAGEMENT LLC | 257,825 | $3M |
| Trexquant Investment LP | 179,371 | $2M |
| ARISTEIA CAPITAL, L.L.C. | 83,630 | $879K |
| Biondo Investment Advisors, LLC | 69,000 | $725K |
| Verition Fund Management LLC | 62,996 | $662K |
| ExodusPoint Capital Management, LP | 55,498 | $583K |
| Counterpoint Mutual Funds LLC | 51,305 | $539K |
| Numerai GP LLC | 48,446 | $509K |
| PharVision Advisers, LLC | 46,029 | $484K |
| nVerses Capital, LLC | 40,206 | $423K |
| Engineers Gate Manager LP | 38,626 | $406K |
| FOX RUN MANAGEMENT, L.L.C. | 38,523 | $405K |
| Visionary Wealth Advisors | 35,000 | $368K |
| PREVAIL INNOVATIVE WEALTH ADVISORS, | 33,221 | $349K |
| RENAISSANCE TECHNOLOGIES LLC | 31,656 | $333K |
| LOS ANGELES CAPITAL MANAGEMENT LLC | 28,726 | $302K |
| 9823 Capital, L.P. | 27,591 | $290K |
Biggest Increases (20)
| Holder | Added | Change % | Total Shares |
|---|---|---|---|
| GOLDMAN SACHS GROUP INC | +1,361,882 | +264.1% | 1,877,617 |
| ARROWSTREET CAPITAL, LIMITED PARTNE | +1,145,481 | +108.4% | 2,202,031 |
| ALGERT GLOBAL LLC | +978,430 | +499.8% | 1,174,190 |
| JPMORGAN CHASE & CO | +817,100 | +106.1% | 1,587,319 |
| DIMENSIONAL FUND ADVISORS LP | +569,717 | +10.2% | 6,172,555 |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Lt | +481,958 | +8.5% | 6,156,876 |
| VANGUARD PORTFOLIO MANAGEMENT LLC | +447,396 | +88.2% | 954,705 |
| D. E. Shaw & Co., Inc. | +440,852 | +241.2% | 623,637 |
| MORGAN STANLEY | +360,702 | +40.2% | 1,258,227 |
| BlackRock, Inc. | +321,052 | +7.5% | 4,574,024 |
| MACKENZIE FINANCIAL CORP | +296,856 | +50.4% | 885,956 |
| GEODE CAPITAL MANAGEMENT, LLC | +257,010 | +17.5% | 1,727,646 |
| FIRST TRUST ADVISORS LP | +209,580 | +16.1% | 1,510,931 |
| BNP PARIBAS FINANCIAL MARKETS | +176,315 | +121.7% | 321,210 |
| Voleon Capital Management LP | +121,946 | +55.4% | 342,120 |
| NORTHERN TRUST CORP | +118,582 | +24.2% | 607,658 |
| SILVERCREST ASSET MANAGEMENT GROUP | +115,053 | +29.2% | 509,469 |
| Invesco Ltd. | +110,597 | +45.3% | 354,702 |
| AQR CAPITAL MANAGEMENT LLC | +103,289 | +15.9% | 753,989 |
| First Eagle Investment Management, | +95,931 | +12.5% | 861,753 |
Biggest Decreases (20)
| Holder | Reduced | Change % | Total Shares |
|---|---|---|---|
| Allspring Global Investments Holdin | -1,221,255 | -31.2% | 2,692,878 |
| Alyeska Investment Group, L.P. | -1,183,489 | -41.9% | 1,642,331 |
| Canvas Wealth Advisors, LLC | -1,036,877 | -14.8% | 5,982,649 |
| Clearbridge Investments, LLC | -397,547 | -28.3% | 1,006,418 |
| Boston Partners | -391,314 | -19.4% | 1,625,092 |
| HEARTLAND ADVISORS INC | -300,000 | -30.0% | 700,000 |
| CITADEL ADVISORS LLC | -257,057 | -91.7% | 23,304 |
| Private Capital Management, LLC | -202,945 | -62.0% | 124,555 |
| TUDOR INVESTMENT CORP ET AL | -199,789 | -87.4% | 28,729 |
| INTRINSIC EDGE CAPITAL MANAGEMENT L | -194,000 | -22.1% | 685,622 |
| HRT FINANCIAL LP | -157,241 | -38.2% | 254,651 |
| SAPIENT CAPITAL LLC | -95,820 | -75.0% | 31,940 |
| Point72 Asset Management, L.P. | -63,089 | -26.0% | 179,100 |
| GSA CAPITAL PARTNERS LLP | -55,897 | -60.0% | 37,267 |
| CANADA PENSION PLAN INVESTMENT BOAR | -46,000 | -42.3% | 62,800 |
| Graham Capital Management, L.P. | -44,513 | -74.3% | 15,418 |
| Jump Financial, LLC | -43,523 | -77.4% | 12,719 |
| EntryPoint Capital, LLC | -38,924 | -26.4% | 108,253 |
| Brevan Howard Capital Management LP | -37,996 | -43.7% | 49,017 |
| SANDLER CAPITAL MANAGEMENT | -36,204 | -29.4% | 87,077 |