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Get Institutions for : 
Custom Truck One Source Ord Shs (CTOS)  
$4.56 0.03 (0.66%) as of 4:30 Mon 5/13


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Institutional Holders
Viewing Quarter :
  
Total Institutions: 115    1
Total shares held : 
 216,391,680  
% of shares held : 
 87.75%  
Changes In:
New/increased positions vs   
old/decreased positions : 
   11  
Amount of shares held : 
 -3,210,152  
% of shares held change : 
   -1.3%  
Quarter Price vs. Current Price:
Last Quarter's Starting Price : 
 $6.15  
Last Quarter's Ending Price : 
 $6.18  
Last Quarter's Average Price : 
 $5.90  
Change from last quarter's     
avg. price to the last closing  : 
1.34 (22.71%)  




 
All Securities Held :
Positions
     Shares
% Of
Total Shares
New Positions :
9
 151,469
 0.07%
 
Increased Positions :
47
 2,872,002
 1.33%
 
Unchanged Positions :
22
 174,733,207
 80.75%
 
Decreased Positions :
37
-6,106,046
-2.82%
 
Closed Positions :
8
-127,577
-0.06%
 
Guru Positions :
0
 0%
 
View holdings for period: 3-31-2022 View holdings for period: 6-30-2022 View holdings for period: 9-30-2022 View holdings for period: 12-31-2022 View holdings for period: 3-31-2023 View holdings for period: 6-30-2023 View holdings for period: 09-30-2023 View holdings for the current period

  Page 1 of 1  
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            Institution Name		 Portfolio
Position		 New/Closed
Position
Filing Date
Total Shares
Total Value
Change in Shares
File
   VANGUARD GROUP INC 2638 - 2024-03-31 3,191,740 $18,576,000 80,740
   Canvas Wealth Advisors LLC 2 - 2024-03-31 3,487,228 $18,238,000 73,986
   CLEARBRIDGE ADVISORS LLC 529 - 2023-12-31 1,878,893 $11,612,000 70,005
   DIMENSIONAL FUND ADVISORS INC 2286 - 2024-03-31 1,835,165 $10,681,000 672,351
   R.P. Boggs & Co. Wealth Mangement 5 - 2023-12-31 1,317,821 $8,144,000 323,618
   GEODE CAPITAL MANAGEMENT LLC 2468 - 2023-12-31 1,254,723 $7,755,000 65,505
   STATE STREET CORP 2591 - 2023-12-31 1,156,654 $7,148,000 79,786
   PORTOLAN CAPITAL MANAGEMENT LLC 62 - 2023-12-31 1,042,255 $6,441,000 65,205
   PUTNAM INVESTMENTS LLC 434 - 2023-12-31 633,823 $3,917,000 70,370
   NORTHERN TRUST CORP 2700 - 2023-12-31 550,970 $3,405,000 38,510
   SCHWAB CHARLES INVESTMENT MANAGEMENT INC 2503 - 2024-03-31 472,958 $2,753,000 16,704
   FIRST TRUST ADVISORS LP 1637 - 2023-12-31 390,691 $2,414,000 4,048
   MORGAN STANLEY 4362 - 2023-12-31 339,850 $2,100,000 187,922
   JANUS HENDERSON GROUP PLC 1283 - 2023-12-31 302,834 $1,871,000 25,830
   GSA CAPITAL PARTNERS LLP 180 - 2024-03-31 285,810 $1,663,000 93,267
   RENAISSANCE TECHNOLOGIES LLC 2155 - 2023-12-31 237,300 $1,467,000 18,900
   NUVEEN ASSET MANAGEMENT, LLC 2601 - 2023-12-31 200,057 $1,236,000 1,892
   Register Financial Advisors LLC 49 - 2024-03-31 179,300 $1,044,000 144,200
   CITADEL ADVISORS LLC 3127 - 2023-12-31 131,303 $811,000 131,303
   Connor Clark & Lunn Investment Management Ltd. 955 - 2024-03-31 134,502 $783,000 33,977
   ALGERT COLDIRON INVESTORS LLC 718 - 2023-12-31 112,305 $694,000 65,980
   ROYAL BANK OF CANADA 3504 - 2023-12-31 97,862 $605,000 28,996
   BARCLAYS PLC 2848 - 2023-12-31 90,308 $558,000 69,001
   UBS GLOBAL ASSET MANAGEMENT AMERICAS INC 2283 - 2023-12-31 74,253 $459,000 15,606
   RHUMBLINE ADVISERS 2732 - 2024-03-31 76,723 $447,000 1,522
   UBS Group AG 4022 - 2023-12-31 71,493 $442,000 48,923
   VIRGINIA RETIREMENT SYSTEMS ET AL 767 - 2023-09-30 61,300 $380,000 19,700
   NEW YORK LIFE INVESTMENT MANAGEMENT LLC 889 - 2024-03-31 64,249 $374,000 12,993
   ALLIANCEBERNSTEIN L.P. 2763 - 2023-12-31 57,630 $356,000 2,330
   Jump Financial LLC 1234 - 2023-12-31 54,294 $336,000 54,294
   LPL FINANCIAL CORP 4187 - 2024-03-31 46,481 $271,000 1,127
   WELLS FARGO & CO/MN 3843 - 2024-03-31 40,104 $233,000 4,223
   MARINER WEALTH ADVISORS, LLC 2698 - 2023-12-31 30,775 $190,000 7,622
   Quadrature Capital LTD 979 - 2023-12-31 29,875 $184,000 2,636
   JANE STREET GROUP LLC 4826 - 2023-12-31 27,473 $170,000 6,128
   AMERICAN CENTURY COMPANIES INC 2699 - 2023-12-31 21,093 $130,000 8,080
   XTX Topco Ltd 1092 - 2023-12-31 19,733 $122,000 19,733
   CREATIVE PLANNING 2532 - 2023-12-31 19,209 $119,000 5,488
   AQR CAPITAL MANAGEMENT LLC 2273 - 2023-12-31 18,457 $114,000 6,535
   SHERBROOKE PARK ADVISERS LLC 392 - 2023-12-31 18,069 $112,000 3,754
   TOWER RESEARCH CAPITAL LLC 2644 - 2023-12-31 16,011 $99,000 14,328
   PRICE T ROWE ASSOCIATES INC /MD/ 2726 - 2023-12-31 13,513 $84,000 343
   CITIGROUP INC 3603 - 2024-03-31 10,685 $62,000 1,510
   Aquatic Capital Management LLC 1105 - 2023-12-31 9,100 $56,000 1,900
   Russell Investments Group Ltd. 2592 - 2024-03-31 7,300 $42,000 7,300
   GAMMA Investing LLC 2308 - 2024-03-31 1,096 $6,000 207
   CWM LLC 4392 - 2024-03-31 55 $0 55
   HANSON MCCLAIN, INC. 3592 - 2024-03-31 53 $0 32
  48 Records found
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