CTOS / Custom Truck One Source, Inc. - Institutionellt ägande - Köpare

Custom Truck One Source, Inc.
US ˙ NYSE ˙ US23204X1037

Institutionellt ägande och fondägande - Köpare

Större innehavare som har öppnat nya positioner i Custom Truck One Source, Inc. inkluderar ACK Asset Management LLC, Empowered Funds, LLC, BSVO - EA Bridgeway Omni Small-Cap Value ETF, GCSIX - Goldman Sachs Small Cap Equity Insights Fund Institutional, Cornerstone Investment Partners, LLC, Los Angeles Capital Management Llc, GSAOX - Goldman Sachs Small Cap Growth Insights Fund Class A, Truist Financial Corp, SLPAX - Siit Small Cap Fund - Class A, SECAX - SIIT Small Cap II Fund - Class A, SLLAX - SIMT Small Cap Fund Class F, AVSBX - Avantis U.S. Small Cap Equity Fund G Class, EBI - Longview Advantage ETF, WSML - iShares MSCI World Small-Cap ETF, DFA INVESTMENT DIMENSIONS GROUP INC - U.S. Sustainability Core 1 Portfolio Shares, Hughes Financial Services, LLC, Parkside Financial Bank & Trust, ETTOX - E*TRADE No Fee Total Market Index Fund, och SBI Securities Co., Ltd. .

Denna sida visar förändringar i ägarstrukturen genom att lista institutioner, fonder och större aktieägare som har ökat sina innehav eller öppnat nya positioner under den senaste rapporteringsperioden. Gröna rader indikerar nya positioner. Klicka på länk symbolen för att se hela transaktionshistoriken.

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Fil Datum Källa Investerare Typ Genomsnittligt pris
(beräknat)		 Aktier Δ Aktier
(%)		 Rapporterat
värde
(1000 USD)		 Δ Värde
(%)		 Portföljallokering
(%)
2025-08-14 13F Jane Street Group, Llc 11 830 58
2025-06-26 NP FLXSX - Fidelity Flex Small Cap Index Fund This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 9 645 21,49 39 −5,00
2025-06-27 NP DASVX - Dunham Small Cap Value Fund Class A 145 456 16,59 586 −7,57
2025-08-14 13F State Street Corp 1 196 809 3,11 5 912 20,70
2025-08-13 13F Northern Trust Corp 481 166 7,81 2 377 26,18
2025-07-24 NP FCFMX - Fidelity Series Total Market Index Fund This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 76 858 9,40 330 6,11
2025-06-26 NP DFSTX - U.s. Small Cap Portfolio - Institutional Class This fund is a listed as child fund of Dimensional Fund Advisors Lp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 178 960 8,45 721 −14,06
2025-08-14 13F Wells Fargo & Company/mn 49 139 14,31 243 33,70
2025-08-13 13F Russell Investments Group, Ltd. 1 059 257 9,06 5 233 27,67
2025-08-14 13F Ubs Asset Management Americas Inc 259 371 38,01 1 281 61,54
2025-08-12 13F American Century Companies Inc 68 765 340
2025-08-07 13F Parkside Financial Bank & Trust 115 1
2025-08-14 13F Mariner, LLC 111 402 60,34 550 87,71
2025-08-27 NP Brighthouse Funds Trust II - MetLife Russell 2000 Index Portfolio Class A 21 966 125,02 109 163,41
2025-07-31 13F Nisa Investment Advisors, Llc 409 59,14 2 100,00
2025-07-25 13F Cwm, Llc 3 833 3,23 0
2025-06-18 NP RMYAX - Multi-Strategy Income Fund Class A 78 980 13,31 318 −10,17
2025-07-29 NP EBI - Longview Advantage ETF 8 413 36
2025-08-14 13F Two Sigma Investments, Lp 20 696 18,62 102 39,73
2025-07-29 NP SLPAX - Siit Small Cap Fund - Class A 14 630 63
2025-08-12 13F/A Boston Partners 5 433 075 71,46 26 849 100,85
2025-04-29 NP BPLSX - Boston Partners Long/Short Equity Fund INSTITUTIONAL 0 −100,00 0 −100,00
2025-08-14 13F Bnp Paribas Arbitrage, Sa 5 859 92,10 29 133,33
2025-07-29 NP VRTIX - Vanguard Russell 2000 Index Fund Institutional Shares This fund is a listed as child fund of Vanguard Group Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 254 343 13,16 1 094 9,85
2025-08-13 13F Quantbot Technologies LP 6 998 35
2025-08-06 13F Cornerstone Investment Partners, LLC 62 337 308
2025-08-11 13F Rothschild Investment Llc 265 96,30 1
2025-08-12 13F Rhumbline Advisers 88 395 19,94 437 40,19
2025-07-29 NP VINAX - Vanguard Industrials Index Fund Admiral Shares This fund is a listed as child fund of Vanguard Group Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 73 123 13,35 314 10,18
2025-06-26 NP DFAU - Dimensional US Core Equity Market ETF 38 006 27,94 153 1,32
2025-08-15 13F Tower Research Capital LLC (TRC) 7 101 146,73 35 191,67
2025-09-04 13F/A Advisor Group Holdings, Inc. 4 133 400,97 20 566,67
2025-07-09 13F Harbor Capital Advisors, Inc. 1 283 52,19 0
2025-07-28 NP HDG - ProShares Hedge Replication ETF 65 12,07 0
2025-08-12 13F LPL Financial LLC 56 965 10,47 281 29,49
2025-06-26 NP DFSU - Dimensional US Sustainability Core 1 ETF 9 806 96,32 40 56,00
2025-06-26 NP DFFVX - U.S. Targeted Value Portfolio - Institutional Class This fund is a listed as child fund of Dimensional Fund Advisors Lp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 510 179 39,31 2 056 10,36
2025-08-26 NP VVICX - Voya VACS Index Series SC Portfolio 4 509 23,50 22 46,67
2025-08-14 13F Manufacturers Life Insurance Company, The 37 448 6,76 185 24,32
2025-05-23 NP Guardian Variable Products Trust - Guardian Small Cap Core VIP Fund 305 117 17,44 1 288 3,04
2025-08-11 13F Citigroup Inc 94 894 26,75 469 48,57
2025-08-11 13F EntryPoint Capital, LLC 35 357 105,90 175 141,67
2025-08-07 13F Los Angeles Capital Management Llc 44 665 221
2025-08-12 13F Dimensional Fund Advisors Lp 4 058 878 18,94 20 052 39,22
2025-06-26 NP DFAT - Dimensional U.S. Targeted Value ETF 548 329 42,49 2 210 12,82
2025-07-18 13F Truist Financial Corp 15 000 74
2025-08-27 NP RYDEX VARIABLE TRUST - Russell 2000(R) 1.5x Strategy Fund Variable Annuity 16 14,29 0
2025-07-28 NP AVSC - Avantis U.S. Small Cap Equity ETF This fund is a listed as child fund of American Century Companies Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 49 399 4 757,33 212 5 200,00
2025-05-27 NP FECGX - Fidelity Small Cap Growth Index Fund This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 20 320 1,81 86 −11,46
2025-08-01 13F Envestnet Asset Management Inc 31 855 9,54 157 28,69
2025-08-08 13F Cetera Investment Advisers 59 349 1,72 293 19,11
2025-08-14 13F Algert Global Llc 40 710 0
2025-08-14 13F/A Barclays Plc 114 760 71,48 1
2025-08-25 NP Calvert Variable Products, Inc. - Calvert VP Russell 2000 Small Cap Index Portfolio - I Class 6 154 35,46 30 57,89
2025-08-26 NP QAAGRX - T. Rowe Price Moderate Allocation Portfolio This fund is a listed as child fund of Price T Rowe Associates Inc /md/ and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 2 430 9,26 12 33,33
2025-08-08 13F Intech Investment Management Llc 42 636 132,21 211 172,73
2025-08-11 13F Platform Technology Partners 20 000 99
2025-07-25 NP SCHB - Schwab U.S. Broad Market ETF This fund is a listed as child fund of Charles Schwab Investment Management Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 36 698 0,13 158 −3,09
2025-07-25 NP WSML - iShares MSCI World Small-Cap ETF 6 552 28
2025-08-26 NP NSIDX - Northern Small Cap Index Fund 28 007 31,56 138 55,06
2025-06-26 NP DFSCX - U.s. Micro Cap Portfolio - Institutional Class This fund is a listed as child fund of Dimensional Fund Advisors Lp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 46 998 359,32 189 263,46
2025-08-18 NP PACIFIC SELECT FUND - Small-Cap Index Portfolio Class I 15 914 34,44 79 59,18
2025-06-26 NP DFA INVESTMENT DIMENSIONS GROUP INC - U.S. Sustainability Targeted Value Portfolio Institutional Class This fund is a listed as child fund of Dimensional Fund Advisors Lp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 40 371 11,51 163 −11,96
2025-07-30 13F Canvas Wealth Advisors, LLC 4 760 683 6,54 28 326 65,09
2025-06-18 NP RAZAX - Multi-Asset Growth Strategy Fund Class A 180 316 12,66 727 −10,81
2025-06-25 NP GSAOX - Goldman Sachs Small Cap Growth Insights Fund Class A 29 731 120
2025-06-26 NP FSSNX - Fidelity Small Cap Index Fund This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 501 219 4,71 2 020 −17,12
2025-08-20 NP NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Small Cap Index Fund Class II 10 198 26,31 50 47,06
2025-08-11 13F Empowered Funds, LLC 133 214 658
2025-08-22 NP FISVX - Fidelity Small Cap Value Index Fund This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 65 384 258,37 323 323,68
2025-08-18 NP PACIFIC SELECT FUND - Small-Cap Equity Portfolio Class I 3 792 194,41 19 260,00
2025-08-12 13F Proequities, Inc. 0 0
2025-08-29 NP JAFVX - Strategic Equity Allocation Trust Series NAV 9 455 21,25 47 43,75
2025-06-26 NP ETTOX - E*TRADE No Fee Total Market Index Fund 98 0
2025-07-28 13F Td Asset Management Inc 148 438 1,78 733 19,19
2025-07-24 13F IFP Advisors, Inc 0 1
2025-08-29 NP JAEWX - Small Cap Index Trust NAV 12 214 22,25 60 42,86
2025-08-14 13F Sei Investments Co 122 464 0,30 605 17,28
2025-08-22 NP DEUTSCHE DWS INVESTMENTS VIT FUNDS - DWS Small Cap Index VIP Class A 9 188 18,72 45 40,63
2025-08-14 13F Susquehanna International Group, Llp 135 393 66,57 669 94,75
2025-06-30 NP PRFZ - Invesco FTSE RAFI US 1500 Small-Mid ETF This fund is a listed as child fund of Invesco Ltd. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 86 211 11,05 347 −12,15
2025-08-27 NP BBVSX - Bridge Builder Small/Mid Cap Value Fund 28 524 345,97 141 438,46
2025-08-14 13F Aqr Capital Management Llc 40 523 171,09 200 217,46
2025-08-11 13F WPG Advisers, LLC 679 107,65 3 200,00
2025-08-28 NP SSTIX - State Street Total Return V.I.S. Fund Class 1 Shares This fund is a listed as child fund of State Street Corp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 1 464 71,43 7 133,33
2025-06-25 NP ISCB - iShares Morningstar Small-Cap ETF This fund is a listed as child fund of BlackRock Inc. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 3 109 3,81 13 −20,00
2025-07-28 NP AVSBX - Avantis U.S. Small Cap Equity Fund G Class 8 502 37
2025-08-13 13F EverSource Wealth Advisors, LLC 530 11,34 3 0,00
2025-08-06 13F First Eagle Investment Management, LLC 558 353 283,69 2 758 349,19
2025-07-29 NP SECAX - SIIT Small Cap II Fund - Class A 12 240 53
2025-08-26 NP OTCFX - T. Rowe Price Small-Cap Stock Fund, Inc. This fund is a listed as child fund of Price T Rowe Associates Inc /md/ and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 1 988 663 1,36 9 824 18,65
2025-08-14 13F Alyeska Investment Group, L.P. 2 047 524 1,68 10 115 19,03
2025-06-26 NP FSLCX - Fidelity Small Cap Stock Fund This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 241 270 972
2025-07-29 NP TRPBX - T. Rowe Price Spectrum Moderate Allocation Fund This fund is a listed as child fund of Price T Rowe Associates Inc /md/ and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 22 557 2,18 97 −1,03
2025-08-13 13F Jump Financial, LLC 102 674 584,49 507 704,76
2025-08-27 NP RYMKX - Russell 2000 1.5x Strategy Fund Class H 85 23,19 0
2025-08-14 13F Price T Rowe Associates Inc /md/ 30 211 40,71 0
2025-08-13 13F ACK Asset Management LLC 1 875 000 9 262
2025-06-27 NP SUNAMERICA SERIES TRUST - SA Small Cap Index Portfolio Class 1 5 627 2,70 23 −18,52
2025-08-18 13F Geneos Wealth Management Inc. 283 87,42 1
2025-06-25 NP GCSIX - Goldman Sachs Small Cap Equity Insights Fund Institutional 63 311 255
2025-06-26 NP KCXIX - Knights of Columbus U.S. All Cap Index Fund I Shares 320 9,22 1 0,00
2025-08-14 13F Bridgeway Capital Management Inc 133 214 658
2025-07-16 13F Register Financial Advisors LLC 120 300 9,07 594 27,74
2025-08-26 NP QUANTITATIVE MASTER SERIES LLC - Master Small Cap Index Series 104 435 29,32 516 51,47
2025-08-26 NP EQ ADVISORS TRUST - EQ/2000 Managed Volatility Portfolio Class IB 69 075 17,18 341 37,50
2025-06-26 NP DXUV - Dimensional US Vector Equity ETF 5 069 8 348,33 20
2025-08-26 NP EQ ADVISORS TRUST - ATM Small Cap Managed Volatility Portfolio Class K 21 084 5,24 104 23,81
2025-08-14 13F Royal Bank Of Canada 124 796 728,49 616 877,78
2025-08-13 13F M&t Bank Corp 26 222 7,58 130 27,45
2025-08-27 13F/A Squarepoint Ops LLC 24 074 119
2025-06-26 NP DFSV - Dimensional US Small Cap Value ETF 595 783 55,13 2 401 22,88
2025-08-28 NP SLLAX - SIMT Small Cap Fund Class F 8 750 43
2025-07-31 13F R Squared Ltd 11 935 59
2025-08-27 NP RYRUX - Russell 2000 2x Strategy Fund A-Class Shares 307 19,92 2 0,00
2025-08-28 NP ITOT - iShares Core S&P Total U.S. Stock Market ETF This fund is a listed as child fund of BlackRock Inc. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 113 474 2,54 561 20,17
2025-08-28 NP IWN - iShares Russell 2000 Value ETF This fund is a listed as child fund of BlackRock Inc. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 533 987 220,09 2 638 275,11
2025-08-14 13F T. Rowe Price Investment Management, Inc. 7 802 019 1,00 39 18,75
2025-08-14 13F Voya Investment Management Llc 17 746 21,28 88 42,62
2025-08-18 NP PACIFIC SELECT FUND - PD Small-Cap Value Index Portfolio Class P 6 563 227,01 32 300,00
2025-06-26 NP USMIX - Extended Market Index Fund 7 370 15,48 30 −9,37
2025-08-01 13F Teacher Retirement System Of Texas 10 224 0,87 51 19,05
2025-08-29 NP JADMX - Small Cap Opportunities Trust NAV 9 674 313,07 48 422,22
2025-08-12 13F BlackRock, Inc. 4 185 331 14,41 20 676 33,93
2025-08-13 13F MetLife Investment Management, LLC 35 921 113,66 177 152,86
2025-08-26 NP Profunds - Profund Vp Ultrasmall-cap 210 17,32 1
2025-08-26 NP EQ ADVISORS TRUST - EQ/AB Small Cap Growth Portfolio Class IB 34 270 174,82 169 225,00
2025-08-29 NP JAFEX - Total Stock Market Index Trust NAV 4 214 9,94 21 25,00
2025-08-12 13F Deutsche Bank Ag\ 39 167 6 000,78 193 9 550,00
2025-07-22 13F Gsa Capital Partners Llp 533 223 19,66 3 100,00
2025-04-25 NP FSAKX - Strategic Advisers U.S. Total Stock Fund 896 789 18,26 3 973 −12,40
2025-08-13 13F Invesco Ltd. 124 583 12,42 615 31,69
2025-06-26 NP DFA INVESTMENT DIMENSIONS GROUP INC - U.S. Sustainability Core 1 Portfolio Shares This fund is a listed as child fund of Dimensional Fund Advisors Lp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 4 700 19
2025-08-26 NP IRSIX - Voya RussellTM Small Cap Index Portfolio Class ADV 13 237 20,54 65 41,30
2025-08-26 NP TRSSX - T. Rowe Price Institutional Small-Cap Stock Fund This fund is a listed as child fund of Price T Rowe Associates Inc /md/ and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 1 057 997 1,67 5 227 19,02
2025-08-28 NP IWM - iShares Russell 2000 ETF This fund is a listed as child fund of BlackRock Inc. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 1 467 543 12,21 7 250 31,35
2025-08-07 13F Hughes Financial Services, LLC 141 1
2025-06-26 NP DCOR - Dimensional US Core Equity 1 ETF 5 764 19,78 23 −4,17
2025-05-29 NP FTMSX - Fuller & Thaler Behavioral Micro-Cap Equity Fund Institutional Shares 65 900 6,12 278 −6,71
2025-08-12 13F Legal & General Group Plc 58 281 1,29 288 18,11
2025-07-29 NP PRSIX - T. Rowe Price Spectrum Conservative Allocation Fund This fund is a listed as child fund of Price T Rowe Associates Inc /md/ and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 14 768 2,15 64 −1,56
2025-08-12 13F Ameritas Investment Partners, Inc. 6 154 35,46 30 57,89
2025-07-24 NP FSMAX - Fidelity Extended Market Index Fund This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 292 818 0,84 1 259 −2,10
2025-06-26 NP ISCV - iShares Morningstar Small-Cap Value ETF This fund is a listed as child fund of BlackRock Inc. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 12 398 4,24 50 −18,33
2025-08-14 13F Alliancebernstein L.p. 84 470 34,79 417 57,95
2025-08-12 13F Jpmorgan Chase & Co 29 422 16,00 145 35,51
2025-07-11 13F Farther Finance Advisors, LLC 585 3
2025-08-12 13F Charles Schwab Investment Management Inc 448 240 3,69 2 214 21,38
2025-08-14 13F Sherbrooke Park Advisers Llc 19 408 55,00 96 82,69
2025-06-26 NP DFSVX - U.s. Small Cap Value Portfolio - Institutional Class This fund is a listed as child fund of Dimensional Fund Advisors Lp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 676 009 6,59 2 724 −15,61
2025-08-08 13F/A Sterling Capital Management LLC 1 627 384,23 8 700,00
2025-07-29 NP TRSGX - T. Rowe Price Spectrum Moderate Growth Allocation Fund This fund is a listed as child fund of Price T Rowe Associates Inc /md/ and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 53 675 1,80 231 −1,29
2025-08-26 NP EQ ADVISORS TRUST - 1290 VT Small Cap Value Portfolio Class IB 9 433 310,13 47 411,11
2025-08-07 13F Allworth Financial LP 64 20,75 0
2025-06-27 NP EBIT - Harbor AlphaEdge Small Cap Earners ETF 1 277 52,21 5 25,00
2025-06-27 NP RSSL - Global X Russell 2000 ETF 29 383 5,33 118 −16,31
2025-08-27 NP RYRRX - Russell 2000 Fund Class A 141 20,51 1
2025-08-07 13F ProShare Advisors LLC 12 360 15,48 61 35,56
2025-08-14 13F/A Skopos Labs, Inc. 955 5
2025-08-13 13F Kennedy Capital Management, Inc. 252 031 360,14 1 245 438,96
2025-08-29 NP BSVO - EA Bridgeway Omni Small-Cap Value ETF 133 014 657
2025-06-24 NP SWSSX - Schwab Small-Cap Index Fund This fund is a listed as child fund of Charles Schwab Investment Management Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 125 940 6,08 508 −16,06
2025-06-25 NP FIDU - Fidelity MSCI Industrials Index ETF This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 14 664 2,58 59 −18,06
2025-08-08 13F SBI Securities Co., Ltd. 27 0
2025-08-08 13F Geode Capital Management, Llc 1 346 479 12,74 6 653 31,96
2025-08-26 NP Profunds - Profund Vp Small-cap 138 24,32 1
2025-08-14 13F Fmr Llc 319 187 2 337,84 1 577 2 765,45
2025-08-26 NP TRSYX - T. Rowe Price Small-Cap Index Fund This fund is a listed as child fund of Price T Rowe Associates Inc /md/ and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 5 665 29,25 28 50,00
2025-07-31 13F/A Sendero Wealth Management, LLC 390 797 140,05 1 931 180,93
2025-08-05 13F Bank of New York Mellon Corp 149 007 24,49 736 45,74
2025-05-28 NP PACIFIC SELECT FUND - PD Small-Cap Growth Index Portfolio Class P 1 865 0,32 8 −12,50
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