$CTOS

$9.03 -$0.04 (0.39%) Live

$CTOS Overview Financial Statements SEC Filings Executives News Red Flags Capital Raising Ownership Insider Transactions Congressional Trades

Ownership

13F as of Q2 2026 · 227.2M shares outstanding

Who owns CTOS?

By type of holder

Institutions 98.0% Insiders 2.0% Everyone else 0.0%

Concentration Top 10 holders own 690.0%

Platinum Equity InvestCo, L.P. 69.0% · Platinum Equity Investment Holdings V Manager, LLC 69.0%

Institutional ownership

98.0%

+1.6 pts vs last qtr

Institutional holders

185

+10 vs last qtr

Net shares bought

+3.5M

by institutions in Q2 2026

New / sold out

34 / 24

positions opened vs closed

How is ownership changing?

Institutions, last 8 quarters

Biggest buyers in Q2 2026

Goldman Sachs Group Inc +1.4M
Arrowstreet Capital, Limited Partnership +1.1M

Biggest sellers in Q2 2026

Allspring Global Investments Holdings, LLC −1.2M
Alyeska Investment Group, L.P. −1.2M

Who is planning to sell?

Notices of proposed sale, last 12 months

$94K

1 notice from 1 person

Shares covered

13.3K

0.01% of the company

Arranged in advance

of the value is under a 10b5-1 plan

Under a 10b5-1 plan No plan

Largest proposed sellers

Barrett Raymond Todd Former officer $94K

Every notice on Red Flags →

A Form 144 is notice of a planned sale, not the sale itself. What insiders actually sold is on Insider Transactions.

Is your stake being diluted?

Diluted share count, FY2021–FY2025

−6.0%

−1.53% a year

Each share's claim on the business

+6.3%

grew without buying or selling a share

Spent on buybacks vs paid in stock

$111M vs $63.2M

over 5 fiscal years

Diluted shares, split-adjusted

Buybacks Stock-based comp

How patient are the owners?

Institutional shares by how long they've been held

5+ years81% 3–5 years8% 1–3 years6% Under 1 year5%

Quarterly turnover

4.4%

of institutional shares changed hands

Top 10 managers, median time held

5 years

Super Investors

Investment managers reporting CTOS on Form 13F

Holder	Shares	% of company	Change vs last qtr	Held since	% of their book
PE Platinum Equity Advisors, LLC/DE	156.7M	69.00%	Unchanged	≤2021	20.7%
Shares held by quarter Peak holding156.7M (Q1'25) Change over 8 quarters+8.1M Share of the company69.000% Platinum Equity Advisors, LLC/DE's full portfolio →
CW Canvas Wealth Advisors, LLC	6.0M	2.63%	−1.0M (−14.8%)	2022	9.9%
Shares held by quarter Peak holding7.1M (Q4'25) Change over 8 quarters+2.2M Share of the company2.630% Canvas Wealth Advisors, LLC's full portfolio →

Platinum Equity Advisors, LLC/DE

156.7M

% of company

69.00%

Change vs last qtr

Unchanged

Held since

≤2021

Canvas Wealth Advisors, LLC

6.0M

% of company

2.63%

Change vs last qtr

−1.0M (−14.8%)

Held since

2022

28 more super investors behind a free account

See every manager holding Custom Truck One Source Inc, how their position has changed, and how long they've held it.

Institutional Funds

Mutual funds and ETFs reporting CTOS on Form N-PORT; together they hold 12.4% of the company

Fund	Position value	Shares	% of company	% of the fund	As of
GX Global X U.S. Infrastructure Development ETF Global X Funds	$54M	5.6M	2.48%	0.40%	May 31, 2026
VT Vanguard Total Stock Market Index Fund Vanguard Index Funds	$21.5M	1.8M	0.80%	0.00%	June 30, 2026

Global X U.S. Infrastructure Development ETF

Global X Funds

Position value

$54M

% of company

2.48%

% of the fund

0.40%

As of

May 31, 2026

Vanguard Total Stock Market Index Fund

Vanguard Index Funds

Position value

$21.5M

% of company

0.80%

% of the fund

0.00%

As of

June 30, 2026

23 more funds behind a free account

See every fund holding Custom Truck One Source Inc and how much of the fund the position is.

Insiders and 5%+ holders

From Forms 3/4/5 and Schedules 13D/G

Holder	Shares	% of company	Change vs last qtr	8 quarters	Held since	% of their book
PE Platinum Equity InvestCo, L.P. 5%+ holder 13D · 69.6%	156.7M	69.00%	—	—	—	—
This holder reports through Schedule 13D/G, not a quarterly 13F. Share of the company69.000% Disclosed stake13D · 69.6% View the 13D/G filing →
PE Platinum Equity Investment Holdings V Manager, LLC 5%+ holder 13D · 69.6%	156.7M	69.00%	—	—	—	—
This holder reports through Schedule 13D/G, not a quarterly 13F. Share of the company69.000% Disclosed stake13D · 69.6% View the 13D/G filing →

Platinum Equity InvestCo, L.P.

5%+ holder13D · 69.6%

156.7M

% of company

69.00%

Change vs last qtr

—

Held since

—

Platinum Equity Investment Holdings V Manager, LLC

5%+ holder13D · 69.6%

156.7M

% of company

69.00%

Change vs last qtr

—

Held since

—

22 more holders behind a free account

See every insider and 5%+ holder of Custom Truck One Source Inc.

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