As of the latest SEC filings, Custom Truck One Source, Inc. (CTOS) is held by 166 institutional funds. The largest fund shareholder is Global X U.S. Infrastructure Development ETF (PAVE), holding an estimated $37,758,467.64 in market value, representing 0.30% of its portfolio.
Funds holding Custom Truck One Source, Inc. (CTOS)
Source: SEC Form N-PORT institutional portfolio disclosures
- Ticker:
- CTOS
- CIK:
- 0001709682
| Fund | Type | Manager | Weight | Market Value | Shares |
Report Date
|
Filing Date
|
|---|---|---|---|---|---|---|---|
|
PAVE
Global X U.S. Infrastructure Development ETF
|
ETF | Independent / Boutique | 0.30% | $37,758,467.64 | 5,273,529 | Feb 28, 2026 | Apr 29, 2026 |
|
ESPRX
Allspring Special Small Cap Value Fund
|
MF | Allspring | 0.63% | $19,710,000.00 | 3,000,000 | Mar 31, 2026 | May 27, 2026 |
|
LMASX
ClearBridge Small Cap Fund
|
MF | Franklin Templeton | 1.80% | $13,179,969.80 | 1,338,068 | Apr 30, 2026 | Jun 22, 2026 |
|
VTI
VANGUARD TOTAL STOCK MARKET INDEX FUND
|
ETF | Vanguard | 0.00% | $11,678,450.94 | 1,777,542 | Mar 31, 2026 | May 28, 2026 |
|
DFSVX
U.S. SMALL CAP VALUE PORTFOLIO
|
MF | Dimensional Fund Advisors | 0.05% | $10,281,784.60 | 1,043,836 | Apr 30, 2026 | Jun 24, 2026 |
|
IWM
iShares Russell 2000 ETF
|
ETF | BlackRock / iShares | 0.01% | $9,852,142.05 | 1,499,565 | Mar 31, 2026 | May 28, 2026 |
|
FYC
First Trust Small Cap Growth AlphaDEX Fund
|
ETF | First Trust | 0.84% | $8,739,816.35 | 887,291 | Apr 30, 2026 | Jun 23, 2026 |
|
DFSV
Dimensional US Small Cap Value ETF
|
ETF | Dimensional Fund Advisors | 0.11% | $8,158,804.25 | 828,305 | Apr 30, 2026 | Jun 29, 2026 |
|
DFAT
Dimensional U.S. Targeted Value ETF
|
ETF | Dimensional Fund Advisors | 0.05% | $7,292,930.15 | 740,399 | Apr 30, 2026 | Jun 29, 2026 |
|
FESCX
First Eagle Small Cap Opportunity Fund
|
MF | Independent / Boutique | 0.30% | $6,695,370.05 | 679,733 | Apr 30, 2026 | Jun 25, 2026 |
|
HRTVX
Heartland Value Fund
|
MF | Independent / Boutique | 0.68% | $6,570,000.00 | 1,000,000 | Mar 31, 2026 | May 5, 2026 |
|
DFFVX
U.S. Targeted Value Portfolio
|
MF | Dimensional Fund Advisors | 0.04% | $6,375,156.40 | 647,224 | Apr 30, 2026 | Jun 24, 2026 |
|
FSSNX
Fidelity Small Cap Index Fund
|
MF | Fidelity | 0.02% | $5,830,086.95 | 591,887 | Apr 30, 2026 | Jun 26, 2026 |
|
DFAS
Dimensional U.S. Small Cap ETF
|
ETF | Dimensional Fund Advisors | 0.04% | $5,334,208.40 | 541,544 | Apr 30, 2026 | Jun 29, 2026 |
|
BSVO
EA Bridgeway Omni Small-Cap Value ETF
|
ETF | Independent / Boutique | 0.26% | $5,322,455.55 | 810,115 | Mar 31, 2026 | Jun 1, 2026 |
|
CFSSX
Column Small Cap Select Fund
|
MF | Independent / Boutique | 0.27% | $4,668,284.20 | 651,995 | Feb 28, 2026 | Apr 23, 2026 |
|
VEMPX
VANGUARD EXTENDED MARKET INDEX FUND
|
ETF | Vanguard | 0.01% | $4,514,168.16 | 687,088 | Mar 31, 2026 | May 28, 2026 |
|
FYX
First Trust Small Cap Core AlphaDEX Fund
|
ETF | First Trust | 0.34% | $4,163,388.15 | 422,679 | Apr 30, 2026 | Jun 23, 2026 |
|
IWN
iShares Russell 2000 Value ETF
|
ETF | BlackRock / iShares | 0.03% | $3,449,617.92 | 525,056 | Mar 31, 2026 | May 28, 2026 |
|
DFSTX
U.S. SMALL CAP PORTFOLIO
|
MF | Dimensional Fund Advisors | 0.02% | $3,358,475.70 | 340,962 | Apr 30, 2026 | Jun 24, 2026 |
|
-
Brighthouse Small Cap Value Portfolio
|
ETF | Independent / Boutique | 0.45% | $3,148,225.74 | 479,182 | Mar 31, 2026 | May 28, 2026 |
|
FSMAX
Fidelity Extended Market Index Fund
|
MF | Fidelity | 0.01% | $2,297,085.52 | 320,822 | Feb 28, 2026 | Apr 24, 2026 |
|
GTTUX
Goldman Sachs Small Cap Value Insights Fund
|
MF | Goldman Sachs | 0.19% | $2,168,526.75 | 220,155 | Apr 30, 2026 | Jun 22, 2026 |
|
VTWO
VANGUARD RUSSELL 2000 INDEX FUND
|
ETF | Vanguard | 0.01% | $2,139,909.20 | 298,870 | Feb 28, 2026 | Apr 28, 2026 |
|
SCHA
Schwab U.S. Small-Cap ETF
|
ETF | Charles Schwab | 0.01% | $2,102,698.68 | 293,673 | Feb 28, 2026 | Apr 24, 2026 |
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