How many institutions own CTOS stock?

A company's 13F filings with the Securities and Exchange Commission (SEC) provides investors with comprehensive information about institutional ownership in a listed company, a sign of strength in terms of how many institutions have confidence in that company. The number of institutional investors who currently own CTOS shares is 183, representing 96.72% of the company's common stock.

Who are the major shareholders selling Custom Truck One Source, Inc. stock?

UBS ASSET MANAGEMENT AMERICAS INC, in the last quarter, reduced its stake in CTOS by -11.65% restricting it's holding to 177.87 thousand shares of worth nearly $1.02M. VERITION FUND MANAGEMENT LLC also lessened -35.8% of the CTOS shares from its portfolio, reducing its holding to 63 thousand shares of worth $362.86K. VIRGINIA RETIREMENT SYSTEMS ET AL also shunned CTOS shares holding by -2.38% last quarter which brought its holding to 63.69 thousand shares worth $366.84K.

Investors who are buying CTOS stock?

As per its latest 13F filing, CITIGROUP INC increased its stake in CTOS by 30.56% in the last quarter. The institutional holder raised its holding to 521.36 thousand shares having worth more than $3.00M. VANGUARD GROUP INC also added 5.82% more shares of CTOS to its portfolio, raising its holding to 3.47 million shares of worth $19.97M. CANVAS WEALTH ADVISORS, LLC also increased its CTOS shares holding by 48.53% which brought its holding to 7.05 million shares worth $40.61M.

CTOS's major insiders: who are they?

The insider with the most stakes in CTOS is PLATINUM EQUITY, LLC , 10 percent owner at the company. Additionally, CTOS stock is highly held by 10 percent owner PE One Source Holdings, LLC and 10 percent owner PLATINUM EQUITY LLC among others.

Did an insider recently sell CTOS stock?

Company executives, directors, and other insiders own 4.51% percent of Custom Truck One Source, Inc.'s stock. Within the last six months, there have been 0 transaction(s) in which CTOS insiders have sold stock, totaling 0 shares. Insiders that have sold shares include ECP CONTROLCO, LLC, NESCO HOLDINGS, LP, and ENERGY CAPITAL PARTNERS MANAGEMENT, LP.

Which insider recently purchased CTOS stock?

There have been 0 transaction(s) during the past 6-months in which Custom Truck One Source, Inc. insiders have bought stock, totalling 0 shares

How much of CTOS does insiders own?

Around 0 Custom Truck One Source, Inc. shares are held by insiders, which represents about 4.51% of CTOS stock.

Who is the insider with the largest stake?

CTOS 10 percent owner, PLATINUM EQUITY, LLC holds the largest portfolio of the company's shares. CTOS shares owned by PLATINUM total nearly 156.74 million.

Which institution holds the most shares in CTOS?

CITIGROUP INC is the largest institutional owner in CTOS which holds 521.36 thousand shares worth $3.00M or 0.23% of the total CTOS shares outstanding followed by HEARTLAND ADVISORS INC with ownership of 700 thousand shares representing 0.31% of the CTOS ownership. VANGUARD GROUP INC is the third largest stakeholder with 3.47 million shares or 1.53% of the ownership worth more than $19.97M.

Is Custom Truck One Source, Inc. stock optionable?

Stock options give the owner the ability but not the obligation to buy or sell a security at a predetermined price and date. Stock options can be classified into two types: puts and calls. A put is a bet on falling stock, and a call is a bet on rising stock. As far as the CTOS is concerned, it is a stock which is optionable.

Is there a short position on CTOS's shares?

Number of CTOS shares short is 3.16M. Shares short is a market sentiment in which investors have sold their shares short in a given stock but have not yet covered them or closed them out.

About how many outstanding CTOS shares are there?

As of today, 226.56M shares of CTOS are outstanding.

Is there many float in CTOS stock?

Float represents the number of tradeable shares in a specific stock. By subtracting restricted and closely-held shares from a firm's total outstanding shares, we can calculate its floating stock. The term "closely-held shares" refers to shares held by employees, major shareholders, and company insiders. At present, CTOS has 59.60M shares in float.

CTOS short ratio: what is it?

Short ratio is calculated by dividing the number of short shares, short interest or bets that shareholders will sell short from the average daily volume. A higher ratio indicates longer times needed to repurchase borrowed shares (sold). The short ratio for CTOS is 4.32.

Custom Truck One Source (CTOS) insider trading activity: Get Latest News Today

Stock Outstanding Shares

Making an investment decision in the stock market involves a certain amount of risk, so it's important to thoroughly review a company's stock before making any decisions. Stock float, number of short positions and outstanding shares are among the many factors an investor should take into account.

ShortableYes

OptionableYes

Short Percent Of Outstanding Shares1.39

Short Percent Of Float5.28

Shares Outstanding226.56M

Shares Float59.60M

Shares Short3.16M

Short Ratio4.32

5.28%

Short % of Float

1.39%

Short % of Shares Outstanding

Market Insider

Investors cannot turn a blind eye to insiders as well as institutional ownership. They need to follow insider trades to determine the direction the stock is likely to take.

Major Holders Summary

4.51% Percentage of Shares held by All Insiders

96.72% Percentage of Shares held by All Institutions

101.29% Percentage of Float held by Institutions

183

Number of Institutions Holding Shares

Institutional Ownership

About 96.72% of CTOS shares are held by financial institutions. CITIGROUP INC is the top corporate investor, holding 521.36K shares valued at $3.00M. A 0.23% stake in Custom Truck One Source, Inc. is owned by the company. HEARTLAND ADVISORS INC owns 700K shares valued at $4.03M, which translates its holding of 0.31% of the stake in the company.

Date	Holder	% Stake	Shares Held	Total Value ($)	Shares	% Change in Portfolio
Dec 31, 2025	CITIGROUP INC	0.23%	521.36K	3M	122.04K	+30.56%
Dec 31, 2025	HEARTLAND ADVISORS INC	0.31%	700K	4.03M	0	0
Dec 31, 2025	VANGUARD GROUP INC	1.53%	3.47M	19.97M	190.53K	+5.82%
Dec 31, 2025	CANVAS WEALTH ADVISORS, LLC	3.11%	7.05M	40.61M	2.3M	+48.53%
Dec 31, 2025	UBS ASSET MANAGEMENT AMERICAS INC	0.08%	177.87K	1.02M	-23.46K	-11.65%
Dec 31, 2025	COUNTERPOINT MUTUAL FUNDS LLC	0.02%	51.31K	295.52K	51.31K	+100.00%
Dec 31, 2025	JUMP FINANCIAL, LLC	0.02%	56.32K	324.38K	9.09K	+19.24%
Dec 31, 2025	LEGAL & GENERAL GROUP PLC	0.03%	60.97K	351.21K	0	0
Dec 31, 2025	VERITION FUND MANAGEMENT LLC	0.03%	63K	362.86K	-35.12K	-35.80%
Dec 31, 2025	VIRGINIA RETIREMENT SYSTEMS ET AL	0.03%	63.69K	366.84K	-1.55K	-2.38%
Dec 31, 2025	BIONDO INVESTMENT ADVISORS, LLC	0.05%	105K	604.8K	-1K	-0.94%
Dec 31, 2025	VOLEON CAPITAL MANAGEMENT LP	0.11%	240.6K	1.39M	-26.94K	-10.07%
Dec 31, 2025	SQUAREPOINT OPS LLC	0.11%	246.35K	1.42M	246.35K	+100.00%
Dec 31, 2025	GILDER GAGNON HOWE & CO LLC	0.18%	409.88K	2.36M	-229.91K	-35.94%
Dec 31, 2025	AMERICAN CENTURY COMPANIES INC	0.05%	117.19K	675.01K	11.44K	+10.82%
Dec 31, 2025	T. ROWE PRICE INVESTMENT MANAGEMENT, INC.	0.25%	566.13K	3.26M	-1.75M	-75.56%
Dec 31, 2025	MORGAN STANLEY	0.32%	714.69K	4.12M	-7.61K	-1.05%
Dec 31, 2025	EMPOWERED FUNDS, LLC	0.33%	737.18K	4.25M	416.83K	+130.12%
Dec 31, 2025	BRIDGEWAY CAPITAL MANAGEMENT, LLC	0.34%	772.18K	4.45M	416.83K	+117.30%
Dec 31, 2025	RUSSELL INVESTMENTS GROUP, LTD.	0.41%	939.08K	5.41M	-149.44K	-13.73%
Dec 31, 2025	FIRST TRUST ADVISORS LP	0.54%	1.22M	7.04M	842.96K	+221.88%
Dec 31, 2025	BANK OF AMERICA CORP /DE/	0.65%	1.48M	8.53M	-314.4K	-17.52%
Dec 31, 2025	SEI INVESTMENTS CO	0.07%	167.64K	965.59K	32.34K	+23.90%
Dec 31, 2025	SANDLER CAPITAL MANAGEMENT	0.08%	187.3K	1.08M	-33.99K	-15.36%
Dec 31, 2025	INVESCO LTD.	0.1%	236.93K	1.36M	19.66K	+9.05%
Dec 31, 2025	FIRST EAGLE INVESTMENT MANAGEMENT, LLC	0.34%	777.94K	4.48M	3.5K	+0.45%
Dec 31, 2025	INTRINSIC EDGE CAPITAL MANAGEMENT LLC	0.34%	779.62K	4.49M	380K	+95.09%
Dec 31, 2025	ACK ASSET MANAGEMENT LLC	0.35%	800.14K	4.61M	-1.12M	-58.43%
Dec 31, 2025	MIRAE ASSET GLOBAL ETFS HOLDINGS LTD.	2.4%	5.44M	31.35M	132.45K	+2.49%
Dec 31, 2025	PLATINUM EQUITY ADVISORS, LLC/DE	69.18%	156.74M	902.84M	0	0
Dec 31, 2025	JANE STREET GROUP, LLC	0.15%	345.01K	1.99M	345.01K	+100.00%
Dec 31, 2025	ALYESKA INVESTMENT GROUP, L.P.	1.1%	2.5M	14.4M	750K	+42.85%
Dec 31, 2025	BOSTON PARTNERS	1.67%	3.79M	21.85M	-1.68M	-30.71%
Dec 31, 2025	ALLSPRING GLOBAL INVESTMENTS HOLDINGS, LLC	1.85%	4.2M	24.37M	-187.94K	-4.28%
Dec 31, 2025	BLACKROCK, INC.	1.9%	4.31M	24.84M	75.08K	+1.77%
Dec 31, 2025	DIMENSIONAL FUND ADVISORS LP	2.15%	4.86M	28M	464.82K	+10.57%
Dec 31, 2025	LPL FINANCIAL LLC	0.03%	65.55K	377.54K	4.62K	+7.58%
Dec 31, 2025	PINE VALLEY INVESTMENTS LTD LIABILITY CO	0.03%	68K	391.68K	0	0
Dec 31, 2025	RHUMBLINE ADVISERS	0.03%	73.32K	422.32M	-16.05K	-17.96%
Dec 31, 2025	GSA CAPITAL PARTNERS LLP	0.04%	82.01K	472K	-52.46K	-39.01%
Dec 31, 2025	UBS GROUP AG	0.04%	82.82K	477.01K	-59.9K	-41.97%
Dec 31, 2025	BNP PARIBAS ARBITRAGE, SNC	0.04%	83.81K	482.76K	31.38K	+59.85%
Dec 31, 2025	WELLS FARGO & COMPANY/MN	0.04%	84.84K	488.69K	26.79K	+46.15%
Dec 31, 2025	CORNERSTONE INVESTMENT PARTNERS, LLC	0.04%	86.43K	497.83K	1.2K	+1.40%
Dec 31, 2025	ENTRYPOINT CAPITAL, LLC	0.04%	92.09K	530.46K	92.09K	+100.00%
Dec 31, 2025	BARCLAYS PLC	0.04%	93.98K	541.3K	9.07K	+10.68%
Dec 31, 2025	STRS OHIO	0.04%	94.3K	543.17K	4.9K	+5.48%
Dec 31, 2025	SAPIENT CAPITAL LLC	0.06%	127.76K	739.73K	0	0
Dec 31, 2025	SWISS NATIONAL BANK	0.06%	134.1K	772.42K	4.8K	+3.71%
Dec 31, 2025	MARINER, LLC	0.06%	138.56K	798.09K	-3.13K	-2.21%
Dec 31, 2025	POINT72 ASSET MANAGEMENT, L.P.	0.17%	385.87K	2.22M	278.42K	+259.10%
Dec 31, 2025	NUVEEN, LLC	0.07%	149.03K	858.42K	0	0
Dec 31, 2025	BANK OF NEW YORK MELLON CORP	0.07%	161.57K	930.66K	981	+0.61%
Dec 31, 2025	AQR CAPITAL MANAGEMENT LLC	0.07%	168.98K	973.34K	55.63K	+49.08%
Dec 31, 2025	REGISTER FINANCIAL ADVISORS LLC	0.08%	173.2K	997.63K	5.8K	+3.46%
Dec 31, 2025	QUANTBOT TECHNOLOGIES LP	0.02%	48.21K	277.68K	35.72K	+286.14%
Dec 31, 2025	TREXQUANT INVESTMENT LP	0.14%	319.53K	1.84M	319.53K	+100.00%
Dec 31, 2025		0.16%	369.97K	2.13M	369.97K	+100.00%
Dec 31, 2025	NORTHERN TRUST CORP	0.21%	471.42K	2.72M	-45.18K	-8.75%
Dec 31, 2025	CITADEL ADVISORS LLC	0.03%	63.81K	367.53M	-363.2K	-85.06%
Dec 31, 2025	GEODE CAPITAL MANAGEMENT, LLC	0.64%	1.44M	8.29M	30.53K	+2.17%
Dec 31, 2025	CLEARBRIDGE INVESTMENTS, LLC	0.64%	1.45M	8.32M	-118.61K	-7.59%
Dec 31, 2025	SENDERO WEALTH MANAGEMENT, LLC	0.17%	390.8K	2.25M	0	0
Dec 31, 2025	ARROWSTREET CAPITAL, LIMITED PARTNERSHIP	0.18%	414.44K	2.39M	132.73K	+47.11%
Dec 31, 2025	MILLENNIUM MANAGEMENT LLC	0.14%	317.8K	1.83M	317.8K	+100.00%
Dec 31, 2025	PRIVATE CAPITAL MANAGEMENT, LLC	0.14%	327.5K	1.89M	-2.5K	-0.76%
Dec 31, 2025	GOLDMAN SACHS GROUP INC	0.16%	369.23K	2.13M	92.01K	+33.19%
Dec 31, 2025	STATE STREET CORP	0.6%	1.35M	7.8M	81.58K	+6.41%
Dec 31, 2025	CHARLES SCHWAB INVESTMENT MANAGEMENT INC	0.22%	504.88K	2.91M	-350	-0.07%
Sep 30, 2025	MARINER, LLC	0.06%	141.69K	909.66K	30.29K	+27.19%
Sep 30, 2025	CANVAS WEALTH ADVISORS, LLC	2.1%	4.75M	30.95M	-13.97K	-0.29%
Sep 30, 2025	KENNEDY CAPITAL MANAGEMENT LLC	0.13%	304.45K	1.95M	52.41K	+20.80%
Sep 30, 2025	SWISS NATIONAL BANK	0.06%	129.3K	830.11K	0	0
Sep 30, 2025	ALLSPRING GLOBAL INVESTMENTS HOLDINGS, LLC	1.94%	4.39M	28.57M	93.87K	+2.19%
Sep 30, 2025	GEODE CAPITAL MANAGEMENT, LLC	0.62%	1.41M	9.04M	62.14K	+4.62%
Sep 30, 2025	ALYESKA INVESTMENT GROUP, L.P.	0.77%	1.75M	11.24M	-297.3K	-14.52%
Sep 30, 2025	ACK ASSET MANAGEMENT LLC	0.85%	1.93M	12.36M	50K	+2.67%
Sep 30, 2025	T. ROWE PRICE INVESTMENT MANAGEMENT, INC.	1.02%	2.32M	14.87M	-5.49M	-70.31%
Sep 30, 2025	VANGUARD GROUP INC	1.45%	3.28M	21.03M	135.19K	+4.30%
Sep 30, 2025	BLACKROCK, INC.	1.87%	4.24M	27.21M	52.37K	+1.25%
Sep 30, 2025	MORGAN STANLEY	0.32%	722.31K	4.64M	318.92K	+79.06%
Sep 30, 2025	FIRST EAGLE INVESTMENT MANAGEMENT, LLC	0.34%	774.44K	4.97M	216.08K	+38.70%
Sep 30, 2025	RUSSELL INVESTMENTS GROUP, LTD.	0.48%	1.09M	6.99M	29.26K	+2.76%
Sep 30, 2025	STATE STREET CORP	0.56%	1.27M	8.17M	76.43K	+6.39%
Sep 30, 2025	MIRAE ASSET GLOBAL ETFS HOLDINGS LTD.	2.34%	5.31M	34.09M	112.52K	+2.16%
Sep 30, 2025	BOSTON PARTNERS	2.42%	5.48M	35.15M	42.23K	+0.78%
Sep 30, 2025	PLATINUM EQUITY ADVISORS, LLC/DE	69.21%	156.74M	1.01B	0	0
Sep 30, 2025	BANK OF AMERICA CORP /DE/	0.79%	1.79M	11.52M	441.26K	+32.61%
Sep 30, 2025	ALLIANCEBERNSTEIN L.P.	0.04%	90.77K	582.74K	6.3K	+7.46%
Sep 30, 2025	VERITION FUND MANAGEMENT LLC	0.04%	98.12K	629.93K	98.12K	+100.00%
Sep 30, 2025	AMERICAN CENTURY COMPANIES INC	0.05%	105.75K	678.9K	36.98K	+53.78%
Sep 30, 2025	BIONDO INVESTMENT ADVISORS, LLC	0.05%	106K	680.52K	-8K	-7.02%
Sep 30, 2025	GSA CAPITAL PARTNERS LLP	0.06%	134.47K	863K	-398.76K	-74.78%
Sep 30, 2025	REGISTER FINANCIAL ADVISORS LLC	0.07%	167.4K	1.07M	47.1K	+39.15%
Sep 30, 2025	AQR CAPITAL MANAGEMENT LLC	0.05%	113.35K	727.71K	72.83K	+179.72%
Sep 30, 2025	SAPIENT CAPITAL LLC	0.06%	127.76K	810K	127.76K	+100.00%
Sep 30, 2025	SEI INVESTMENTS CO	0.06%	135.3K	868.61K	12.84K	+10.48%
Sep 30, 2025	EFG ASSET MANAGEMENT (NORTH AMERICA) CORP.	0.12%	274.67K	1.76M	274.67K	+100.00%
Sep 30, 2025	ARROWSTREET CAPITAL, LIMITED PARTNERSHIP	0.12%	281.72K	1.81M	281.72K	+100.00%
Sep 30, 2025	CITIGROUP INC	0.18%	399.32K	2.56M	304.43K	+320.81%
Sep 30, 2025	POINT72 ASSET MANAGEMENT, L.P.	0.05%	107.46K	689.87K	-6.86K	-6.00%
Sep 30, 2025	UBS ASSET MANAGEMENT AMERICAS INC	0.09%	201.33K	1.29M	-58.04K	-22.38%
Sep 30, 2025	GOLDMAN SACHS GROUP INC	0.12%	277.22K	1.78M	102.57K	+58.73%
Sep 30, 2025	EMPOWERED FUNDS, LLC	0.14%	320.35K	2.06M	187.13K	+140.48%
Sep 30, 2025	PRIVATE CAPITAL MANAGEMENT, LLC	0.15%	330K	2.12M	330K	+100.00%
Sep 30, 2025	BRIDGEWAY CAPITAL MANAGEMENT, LLC	0.16%	355.35K	2.28M	222.13K	+166.75%
Sep 30, 2025	FIRST TRUST ADVISORS LP	0.17%	379.91K	2.44M	-97.67K	-20.45%
Sep 30, 2025	SENDERO WEALTH MANAGEMENT, LLC	0.17%	390.8K	2.51M	0	0
Sep 30, 2025	INTRINSIC EDGE CAPITAL MANAGEMENT LLC	0.18%	399.62K	2.57M	399.62K	+100.00%
Sep 30, 2025	CITADEL ADVISORS LLC	0.19%	427K	2.74M	406.64K	+1,997.16%
Sep 30, 2025	PORTOLAN CAPITAL MANAGEMENT, LLC	0.29%	649.08K	4.17M	649.08K	+100.00%
Sep 30, 2025	HEARTLAND ADVISORS INC	0.31%	700K	4.49M	-423.39K	-37.69%
Sep 30, 2025	INVESCO LTD.	0.1%	217.27K	1.39M	92.68K	+74.40%
Sep 30, 2025	SANDLER CAPITAL MANAGEMENT	0.1%	221.29K	1.42M	221.29K	+100.00%
Sep 30, 2025	VOLEON CAPITAL MANAGEMENT LP	0.12%	267.54K	1.72M	267.54K	+100.00%
Sep 30, 2025	CHARLES SCHWAB INVESTMENT MANAGEMENT INC	0.22%	505.23K	3.24M	56.99K	+12.72%
Sep 30, 2025	NORTHERN TRUST CORP	0.23%	516.6K	3.32M	35.44K	+7.36%
Sep 30, 2025	GILDER GAGNON HOWE & CO LLC	0.28%	639.79K	4.11M	0	0
Sep 30, 2025	STIFEL FINANCIAL CORP	0.01%	28.05K	180.09K	13K	+86.37%
Sep 30, 2025	STONERIDGE INVESTMENT PARTNERS LLC	0.01%	32.81K	211K	2.48K	+8.17%
Sep 30, 2025	ENVESTNET ASSET MANAGEMENT INC	0.01%	33.03K	212.04K	1.17K	+3.68%
Sep 30, 2025	VISIONARY WEALTH ADVISORS	0.02%	35K	224.7K	0	0
Sep 30, 2025	METLIFE INVESTMENT MANAGEMENT, LLC	0.02%	35.18K	225.85K	-742	-2.07%
Sep 30, 2025	SG AMERICAS SECURITIES, LLC	0.02%	35.65K	229K	35.65K	+100.00%
Sep 30, 2025	DEUTSCHE BANK AG\	0.02%	43.77K	281.02K	4.61K	+11.76%
Sep 30, 2025	JUMP FINANCIAL, LLC	0.02%	47.23K	303.22K	-55.44K	-54.00%
Sep 30, 2025	BNP PARIBAS ARBITRAGE, SNC	0.02%	52.43K	336.61K	46.57K	+794.88%
Sep 30, 2025	WELLS FARGO & COMPANY/MN	0.03%	58.05K	372.69K	8.91K	+18.14%
Sep 30, 2025	LPL FINANCIAL LLC	0.03%	60.93K	391.14K	3.96K	+6.95%
Sep 30, 2025	LEGAL & GENERAL GROUP PLC	0.03%	60.97K	391.45K	2.69K	+4.62%
Sep 30, 2025	VIRGINIA RETIREMENT SYSTEMS ET AL	0.03%	65.24K	418.82K	-800	-1.21%
Sep 30, 2025	LOS ANGELES CAPITAL MANAGEMENT LLC	0.03%	78.14K	501.65K	33.47K	+74.94%
Sep 30, 2025	BARCLAYS PLC	0.04%	84.91K	545.09K	-29.86K	-26.02%
Sep 30, 2025	CORNERSTONE INVESTMENT PARTNERS, LLC	0.04%	85.23K	547.18K	22.89K	+36.73%
Sep 30, 2025	RHUMBLINE ADVISERS	0.04%	89.37K	573.73K	972	+1.10%
Sep 30, 2025	STRS OHIO	0.04%	89.4K	573.95K	89.4K	+100.00%
Sep 30, 2025	UBS GROUP AG	0.06%	142.72K	916.26K	-421.47K	-74.70%
Sep 30, 2025	NUVEEN, LLC	0.07%	149.03K	956.78K	0	0
Sep 30, 2025	BANK OF NEW YORK MELLON CORP	0.07%	160.59K	1.03M	11.58K	+7.77%
Sep 30, 2025	CLEARBRIDGE INVESTMENTS, LLC	0.69%	1.56M	10.04M	35.31K	+2.31%
Sep 30, 2025	DIMENSIONAL FUND ADVISORS LP	1.94%	4.4M	28.22M	337.28K	+8.31%
Jun 30, 2025	FMR LLC	0.14%	319.19K	1.58M	306.09K	+2,337.84%
Jun 30, 2025		0.07%	149.03K	736.21K	-16.72K	-10.09%
Jun 30, 2025	PLATINUM EQUITY ADVISORS, LLC/DE	69.21%	156.74M	774.31M	0	0
Jun 30, 2025	QUANTBOT TECHNOLOGIES LP	0%	7K	34.57K	7K	+100.00%
Jun 30, 2025	POINT72 ASIA (SINGAPORE) PTE. LTD.	0%	6.47K	31.98K	-18.69K	-74.28%
Jun 30, 2025	MITSUBISHI UFJ KOKUSAI ASSET MANAGEMENT CO., LTD.	0%	3.85K	19K	0	0
Jun 30, 2025	T. ROWE PRICE INVESTMENT MANAGEMENT, INC.	3.44%	7.8M	38.54M	77.6K	+1.00%
Jun 30, 2025	MIRAE ASSET GLOBAL ETFS HOLDINGS LTD.	2.29%	5.2M	25.68M	-108.11K	-2.04%
Jun 30, 2025	CANVAS WEALTH ADVISORS, LLC	2.1%	4.76M	28.33M	292.34K	+6.54%
Jun 30, 2025	ALLSPRING GLOBAL INVESTMENTS HOLDINGS, LLC	1.9%	4.3M	21.05M	-11.57K	-0.27%
Jun 30, 2025	BLACKROCK, INC.	1.85%	4.19M	20.68M	527.08K	+14.41%
Jun 30, 2025	DIMENSIONAL FUND ADVISORS LP	1.79%	4.06M	20.05M	646.36K	+18.94%
Jun 30, 2025	STATE STREET CORP	0.53%	1.2M	5.91M	36.11K	+3.11%
Jun 30, 2025	HEARTLAND ADVISORS INC	0.5%	1.12M	5.55M	-76.61K	-6.38%
Jun 30, 2025	RUSSELL INVESTMENTS GROUP, LTD.	0.47%	1.06M	5.23M	87.97K	+9.06%
Jun 30, 2025	SENDERO WEALTH MANAGEMENT, LLC	0.17%	390.8K	1.93M	228K	+140.05%
Jun 30, 2025	UBS ASSET MANAGEMENT AMERICAS INC	0.11%	259.37K	1.28M	71.44K	+38.01%
Jun 30, 2025	KENNEDY CAPITAL MANAGEMENT LLC	0.11%	252.03K	1.25M	197.26K	+360.14%
Jun 30, 2025	GOLDMAN SACHS GROUP INC	0.08%	174.65K	862.78K	-354.94K	-67.02%
Jun 30, 2025	BANK OF NEW YORK MELLON CORP	0.07%	149.01K	736.09K	29.32K	+24.49%
Jun 30, 2025	SWISS NATIONAL BANK	0.06%	129.3K	638.74K	-6.4K	-4.72%
Jun 30, 2025	INVESCO LTD.	0.06%	124.58K	615.44K	13.77K	+12.42%
Jun 30, 2025	SEI INVESTMENTS CO	0.05%	122.46K	605K	361	+0.30%
Jun 30, 2025	BARCLAYS PLC	0.05%	114.76K	566K	47.84K	+71.48%
Jun 30, 2025	CITIGROUP INC	0.04%	94.89K	468.78K	20.02K	+26.75%
Jun 30, 2025	RHUMBLINE ADVISERS	0.04%	88.4K	436.66K	14.69K	+19.94%
Jun 30, 2025	MORGAN STANLEY	0.18%	403.39K	1.99M	-31.71K	-7.29%
Jun 30, 2025	QUANTINNO CAPITAL MANAGEMENT LP	0.01%	11.29K	55.75K	-9.67K	-46.14%
Jun 30, 2025	TEZA CAPITAL MANAGEMENT LLC	0%	10.22K	50.51K	-334	-3.16%
Jun 30, 2025	AMERICAN CENTURY COMPANIES INC	0.03%	68.77K	339.7K	68.77K	+100.00%
Jun 30, 2025	VIRGINIA RETIREMENT SYSTEMS ET AL	0.03%	66.04K	326.22K	-11.8K	-15.16%
Jun 30, 2025	CORNERSTONE INVESTMENT PARTNERS, LLC	0.03%	62.34K	307.95K	62.34K	+100.00%
Jun 30, 2025	CETERA INVESTMENT ADVISERS	0.03%	59.35K	293.18K	1.01K	+1.72%
Jun 30, 2025	LOS ANGELES CAPITAL MANAGEMENT LLC	0.02%	44.67K	220.65K	44.67K	+100.00%
Jun 30, 2025	INTECH INVESTMENT MANAGEMENT LLC	0.02%	42.64K	210.62K	24.28K	+132.21%
Jun 30, 2025	NEBULA RESEARCH & DEVELOPMENT LLC	0.02%	40.97K	202.4K	-16.9K	-29.20%
Jun 30, 2025	ALGERT GLOBAL LLC	0.02%	40.71K	201K	40.71K	+100.00%
Jun 30, 2025	AQR CAPITAL MANAGEMENT LLC	0.02%	40.52K	200.18M	25.58K	+171.09%
Jun 30, 2025	ENTRYPOINT CAPITAL, LLC	0.02%	35.36K	174.66K	18.19K	+105.90%
Jun 30, 2025	VISIONARY WEALTH ADVISORS	0.02%	35K	172.9K	0	0
Jun 30, 2025	STONERIDGE INVESTMENT PARTNERS LLC	0.01%	30.34K	150K	0	0
Jun 30, 2025	M&T BANK CORP	0.01%	26.22K	130.02K	1.85K	+7.58%
Jun 30, 2025	BLACK DIAMOND FINANCIAL, LLC	0.01%	26.1K	128.93K	-226.51K	-89.67%
Jun 30, 2025	PLATFORM TECHNOLOGY PARTNERS	0.01%	20K	98.8K	20K	+100.00%
Jun 30, 2025	ARIZONA STATE RETIREMENT SYSTEM	0.01%	19.76K	97.6K	-331	-1.65%
Jun 30, 2025	SHERBROOKE PARK ADVISERS LLC	0.01%	19.41K	95.88K	6.89K	+55.00%
Jun 30, 2025	ZACKS INVESTMENT MANAGEMENT	0.01%	18.2K	89.93K	0	0
Jun 30, 2025	CWA ASSET MANAGEMENT GROUP, LLC	0.01%	16K	79.04K	0	0
Jun 30, 2025	ARBOR WEALTH ADVISORS LLC	0.01%	15.26K	75.38K	0	0
Jun 30, 2025	BOSTON PARTNERS	2.4%	5.43M	26.85M	2.26M	+71.46%
Jun 30, 2025	ACK ASSET MANAGEMENT LLC	0.83%	1.88M	9.26M	1.88M	+100.00%
Jun 30, 2025	CLEARBRIDGE INVESTMENTS, LLC	0.67%	1.53M	7.55M	-310.18K	-16.87%
Jun 30, 2025	BANK OF AMERICA CORP /DE/	0.6%	1.35M	6.69M	-35.44K	-2.55%
Jun 30, 2025	GEODE CAPITAL MANAGEMENT, LLC	0.59%	1.35M	6.65M	152.17K	+12.74%
Jun 30, 2025	GILDER GAGNON HOWE & CO LLC	0.28%	639.79K	3.16M	-150.97K	-19.09%
Jun 30, 2025	UBS GROUP AG	0.25%	564.18K	2.79M	-29.74K	-5.01%
Jun 30, 2025	FIRST EAGLE INVESTMENT MANAGEMENT, LLC	0.25%	558.35K	2.76M	412.83K	+283.69%
Jun 30, 2025	GSA CAPITAL PARTNERS LLP	0.24%	533.22K	2.63M	87.61K	+19.66%
Jun 30, 2025	NORTHERN TRUST CORP	0.21%	481.17K	2.38M	34.86K	+7.81%
Jun 30, 2025	FIRST TRUST ADVISORS LP	0.21%	477.58K	2.36M	-32.96K	-6.46%
Jun 30, 2025	CHARLES SCHWAB INVESTMENT MANAGEMENT INC	0.2%	448.24K	2.21M	15.97K	+3.69%
Jun 30, 2025	TD ASSET MANAGEMENT INC	0.07%	148.44K	733.28K	2.59K	+1.78%
Jun 30, 2025	BRIDGEWAY CAPITAL MANAGEMENT, LLC	0.06%	133.21K	658.08K	133.21K	+100.00%
Jun 30, 2025	EMPOWERED FUNDS, LLC	0.06%	133.21K	658.08K	133.21K	+100.00%
Jun 30, 2025	ROYAL BANK OF CANADA	0.06%	124.8K	616K	109.73K	+728.49%
Jun 30, 2025	REGISTER FINANCIAL ADVISORS LLC	0.05%	120.3K	594.28K	10K	+9.07%
Jun 30, 2025	NUVEEN, LLC	0.07%	149.03K	736.21K	-16.72K	-10.09%
Jun 30, 2025	MARINER, LLC	0.05%	111.4K	550.33K	41.93K	+60.34%
Jun 30, 2025	CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM	0.05%	106.49K	526.07K	-3.7K	-3.35%
Jun 30, 2025	JUMP FINANCIAL, LLC	0.05%	102.67K	507.21K	87.67K	+584.49%
Jun 30, 2025	ALLIANCEBERNSTEIN L.P.	0.04%	84.47K	417.28K	21.8K	+34.79%
Jun 30, 2025	VANGUARD GROUP INC	1.39%	3.14M	15.52M	-698.51K	-18.19%
Jun 30, 2025	ALYESKA INVESTMENT GROUP, L.P.	0.9%	2.05M	10.11M	33.86K	+1.68%
Jun 30, 2025	SUSQUEHANNA INTERNATIONAL GROUP, LLP	0.06%	135.39K	668.84K	54.11K	+66.57%
Jun 30, 2025	POINT72 ASSET MANAGEMENT, L.P.	0.05%	114.31K	564.7K	-21.94K	-16.10%
Jun 30, 2025	BIONDO INVESTMENT ADVISORS, LLC	0.05%	114K	563.16K	0	0
Mar 31, 2025	CITIGROUP INC	0.03%	74.87K	315.95K	27.82K	+59.14%
Mar 31, 2025	SUSQUEHANNA INTERNATIONAL GROUP, LLP	0.04%	81.28K	343.01K	46.69K	+134.97%
Mar 31, 2025	MAVEN SECURITIES LTD	0.04%	85.67K	361.54K	45.67K	+114.18%
Mar 31, 2025	REGISTER FINANCIAL ADVISORS LLC	0.05%	110.3K	465.47K	12.5K	+12.78%
Mar 31, 2025	VIRGINIA RETIREMENT SYSTEMS ET AL	0.03%	77.84K	328.47K	77.84K	+100.00%
Mar 31, 2025	CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM	0.05%	110.19K	464.99K	55.56K	+101.69%
Mar 31, 2025	BIONDO INVESTMENT ADVISORS, LLC	0.05%	114K	481.08K	43K	+60.56%
Mar 31, 2025	BANK OF NEW YORK MELLON CORP	0.05%	119.69K	505.09K	-3.9K	-3.16%
Mar 31, 2025	SEI INVESTMENTS CO	0.05%	122.1K	515.31K	-2.46K	-1.98%
Mar 31, 2025	SWISS NATIONAL BANK	0.06%	135.7K	572.65K	18.3K	+15.59%
Mar 31, 2025	R.P. BOGGS & CO.	0.6%	1.37M	5.77M	18.56K	+1.38%
Mar 31, 2025	PLATINUM EQUITY ADVISORS, LLC/DE	68.66%	156.74M	661.46M	8.14M	+5.48%
Mar 31, 2025	RUSSELL INVESTMENTS GROUP, LTD.	0.43%	971.28K	4.1M	-539.74K	-35.72%
Mar 31, 2025	MORGAN STANLEY	0.19%	435.1K	1.84M	50.11K	+13.01%
Mar 31, 2025	GSA CAPITAL PARTNERS LLP	0.2%	445.61K	1.88M	261.33K	+141.81%
Mar 31, 2025	UBS GROUP AG	0.26%	593.93K	2.51M	128.48K	+27.60%
Mar 31, 2025	CETERA INVESTMENT ADVISERS	0.03%	58.34K	246.21K	31.68K	+118.85%
Mar 31, 2025	ALLIANCEBERNSTEIN L.P.	0.03%	62.67K	264.47K	-2.27K	-3.50%
Mar 31, 2025	T. ROWE PRICE INVESTMENT MANAGEMENT, INC.	3.38%	7.72M	32.6M	316.64K	+4.27%
Mar 31, 2025	FIRST EAGLE INVESTMENT MANAGEMENT, LLC	0.06%	145.52K	614.11K	145.52K	+100.00%
Mar 31, 2025	TD ASSET MANAGEMENT INC	0.06%	145.85K	615.48K	0	0
Mar 31, 2025	BARCLAYS PLC	0.03%	66.92K	283K	-22.51K	-25.17%
Mar 31, 2025	FIRST TRUST ADVISORS LP	0.22%	510.54K	2.15M	-454.03K	-47.07%
Mar 31, 2025	SENDERO WEALTH MANAGEMENT, LLC	0.07%	162.8K	687.02K	0	0
Mar 31, 2025	NORTHERN TRUST CORP	0.2%	446.3K	1.88M	-6.11K	-1.35%
Mar 31, 2025	GOLDMAN SACHS GROUP INC	0.23%	529.59K	2.23M	365.86K	+223.46%
Mar 31, 2025	CHARLES SCHWAB INVESTMENT MANAGEMENT INC	0.19%	432.27K	1.82M	-11.2K	-2.53%
Mar 31, 2025	BLACK DIAMOND FINANCIAL, LLC	0.11%	252.61K	1.07M	-759.64K	-75.04%
Mar 31, 2025	CITADEL ADVISORS LLC	0.1%	236.38K	997.52K	-780.82K	-76.76%
Mar 31, 2025	UBS ASSET MANAGEMENT AMERICAS INC	0.08%	187.94K	793.09K	73.89K	+64.78%
Mar 31, 2025		0.07%	165.75K	699.47K	165.75K	+100.00%
Mar 31, 2025	POINT72 ASSET MANAGEMENT, L.P.	0.06%	136.26K	574.99K	136.26K	+100.00%
Mar 31, 2025	INVESCO LTD.	0.05%	110.82K	467.64K	12.62K	+12.85%
Mar 31, 2025	FULLER & THALER ASSET MANAGEMENT, INC.	0.05%	110.5K	466.31K	3.8K	+3.56%
Mar 31, 2025	VANGUARD GROUP INC	1.68%	3.84M	16.2M	-64.45K	-1.65%
Mar 31, 2025	BLACKROCK, INC.	1.6%	3.66M	15.44M	-25.91K	-0.70%
Mar 31, 2025	DIMENSIONAL FUND ADVISORS LP	1.49%	3.41M	14.4M	634.46K	+22.84%
Mar 31, 2025	BOSTON PARTNERS	1.39%	3.17M	13.37M	-627.72K	-16.53%
Mar 31, 2025	MIRAE ASSET GLOBAL ETFS HOLDINGS LTD.	2.32%	5.31M	22.39M	1.65M	+44.97%
Mar 31, 2025	CANVAS WEALTH ADVISORS, LLC	1.96%	4.47M	17.16M	359.99K	+8.76%
Mar 31, 2025	ALLSPRING GLOBAL INVESTMENTS HOLDINGS, LLC	1.89%	4.31M	18.09M	93.09K	+2.21%
Mar 31, 2025	ALYESKA INVESTMENT GROUP, L.P.	0.88%	2.01M	8.5M	56.63K	+2.89%
Mar 31, 2025	CLEARBRIDGE INVESTMENTS, LLC	0.81%	1.84M	7.76M	-33.92K	-1.81%
Mar 31, 2025	PORTOLAN CAPITAL MANAGEMENT, LLC	0.61%	1.4M	5.9M	-54.25K	-3.74%
Mar 31, 2025	HEARTLAND ADVISORS INC	0.53%	1.2M	5.06M	0	0
Mar 31, 2025	GILDER GAGNON HOWE & CO LLC	0.35%	790.76K	3.34M	-141.59K	-15.19%
Mar 31, 2025	GEODE CAPITAL MANAGEMENT, LLC	0.52%	1.19M	5.04M	38.62K	+3.34%
Mar 31, 2025	STATE STREET CORP	0.51%	1.16M	4.9M	-48.13K	-3.98%
Mar 31, 2025	RHUMBLINE ADVISERS	0.03%	73.7K	311.01K	1.1K	+1.51%
Mar 31, 2025	BANK OF AMERICA CORP /DE/	0.61%	1.39M	5.86M	76.63K	+5.84%
Mar 31, 2025	MARINER, LLC	0.03%	69.48K	293.19K	4.34K	+6.67%
Mar 31, 2024	BALYASNY ASSET MANAGEMENT L.P.	0.03%	63.2K	367.81K	63.2K	+100.00%
Mar 31, 2024	NEW YORK LIFE INVESTMENT MANAGEMENT LLC	0.03%	64.25K	373.93K	12.99K	+25.35%
Mar 31, 2024	PINE VALLEY INVESTMENTS LTD LIABILITY CO	0.03%	68K	395.76K	-5K	-6.85%
Mar 31, 2024	ALLIANCEBERNSTEIN L.P.	0.03%	73.83K	429.69K	16.2K	+28.11%
Mar 31, 2024	UBS ASSET MANAGEMENT AMERICAS INC	0.03%	74.25K	432.15K	0	0
Mar 31, 2024	RHUMBLINE ADVISERS	0.03%	76.72K	446.52K	1.52K	+2.02%
Mar 31, 2024	ROYAL BANK OF CANADA	0.03%	82.07K	477K	-15.8K	-16.14%
Mar 31, 2024	INVESCO LTD.	0.04%	97.98K	570.25K	18.93K	+23.95%
Mar 31, 2024	FRANKLIN RESOURCES INC	0.05%	108.81K	633.28K	108.81K	+100.00%
Mar 31, 2024	ALYESKA INVESTMENT GROUP, L.P.	0.77%	1.85M	10.77M	-115.68K	-5.88%
Mar 31, 2024	SWISS NATIONAL BANK	0.05%	121.3K	705.97K	0	0
Mar 31, 2024	BLACK DIAMOND FINANCIAL, LLC	0.05%	121.64K	751.7K	0	0
Mar 31, 2024	SEI INVESTMENTS CO	0.05%	124.1K	722.26K	-11.73K	-8.64%
Mar 31, 2024	SENDERO WEALTH MANAGEMENT, LLC	0.06%	152.8K	889.3K	0	0
Mar 31, 2024	CONNOR, CLARK & LUNN INVESTMENT MANAGEMENT LTD.	0.06%	134.5K	782.8K	33.98K	+33.80%
Mar 31, 2024	REGISTER FINANCIAL ADVISORS LLC	0.07%	179.3K	1.04M	144.2K	+410.83%
Mar 31, 2024	PALOMA PARTNERS MANAGEMENT CO	0.09%	205K	1.19M	205K	+100.00%
Mar 31, 2024	MORGAN STANLEY	0.1%	243.46K	1.42M	-96.39K	-28.36%
Mar 31, 2024	BANK OF NEW YORK MELLON CORP	0.11%	254.45K	1.48M	-17.74K	-6.52%
Mar 31, 2024	ALGERT GLOBAL LLC	0.11%	266.7K	1.55M	154.4K	+137.48%
Mar 31, 2024	R.P. BOGGS & CO.	0.55%	1.32M	7.67M	-230	-0.02%
Mar 31, 2024	ALLSPRING GLOBAL INVESTMENTS HOLDINGS, LLC	0.71%	1.7M	9.9M	-172.82K	-9.23%
Mar 31, 2024	MIRAE ASSET GLOBAL INVESTMENTS CO., LTD.	0.76%	1.82M	12.05M	-320.18K	-14.98%
Mar 31, 2024	METLIFE INVESTMENT MANAGEMENT, LLC	0.01%	24.97K	145.3K	-6.48K	-20.61%
Mar 31, 2024	AMERICAN INTERNATIONAL GROUP, INC.	0.01%	27.56K	160.42K	-638	-2.26%
Mar 31, 2024	M&T BANK CORP	0.01%	28.44K	165.22K	-1.05K	-3.54%
Mar 31, 2024	JUMP FINANCIAL, LLC	0.01%	32.5K	189.15K	-21.79K	-40.14%
Mar 31, 2024	ENVESTNET ASSET MANAGEMENT INC	0.01%	32.94K	191.7K	32.94K	+100.00%
Mar 31, 2024	CAMPBELL & CO INVESTMENT ADVISER LLC	0.01%	34.65K	201.69K	-13.06K	-27.37%
Mar 31, 2024	MANUFACTURERS LIFE INSURANCE COMPANY, THE	0.01%	35.8K	208.37K	3.86K	+12.08%
Mar 31, 2024	WELLS FARGO & COMPANY/MN	0.02%	40.1K	233.41K	4.22K	+11.77%
Mar 31, 2024	CREDIT SUISSE AG/	0.02%	42.17K	245.41K	0	0
Mar 31, 2024	RENAISSANCE TECHNOLOGIES LLC	0.02%	44K	256K	-193.3K	-81.46%
Mar 31, 2024	BEDEL FINANCIAL CONSULTING, INC.	0.02%	45.23K	263.22K	0	0
Mar 31, 2024	JPMORGAN CHASE & CO	0.02%	45.41K	264.31K	-31.52K	-40.97%
Mar 31, 2024	LPL FINANCIAL LLC	0.02%	46.48K	270.52K	1.13K	+2.48%
Mar 31, 2024	UBS GROUP AG	0.02%	51.04K	297.05K	-20.45K	-28.61%
Mar 31, 2024	LEGAL & GENERAL GROUP PLC	0.02%	58.89K	342.72M	-3.47K	-5.56%
Mar 31, 2024	GSA CAPITAL PARTNERS LLP	0.12%	285.81K	1.66M	93.27K	+48.44%
Mar 31, 2024	JANUS HENDERSON GROUP PLC	0.12%	291.19K	1.69M	-11.65K	-3.85%
Mar 31, 2024	MILLENNIUM MANAGEMENT LLC	0.14%	337.33K	1.96M	145.19K	+75.56%
Mar 31, 2024	FIRST TRUST ADVISORS LP	0.15%	358.6K	2.09M	-32.1K	-8.22%
Mar 31, 2024	TWO SIGMA ADVISERS, LP	0.16%	375.7K	2.19M	136.7K	+57.20%
Mar 31, 2024	TWO SIGMA INVESTMENTS, LP	0.17%	420K	2.44M	206.55K	+96.77%
Mar 31, 2024	HEARTLAND ADVISORS INC	0.18%	422.05K	2.46M	422.05K	+100.00%
Mar 31, 2024	CHARLES SCHWAB INVESTMENT MANAGEMENT INC	0.2%	472.96K	2.75M	16.7K	+3.66%
Mar 31, 2024	NUVEEN ASSET MANAGEMENT, LLC	0.2%	476.96K	2.78M	276.91K	+138.41%
Mar 31, 2024	NORTHERN TRUST CORP	0.22%	530.96K	3.09M	-20.01K	-3.63%
Mar 31, 2024	BANK OF AMERICA CORP /DE/	0.25%	610.78K	3.55M	30.81K	+5.31%
Mar 31, 2024	LOOMIS SAYLES & CO L P	0.32%	775.09K	4.51M	-362	-0.05%
Mar 31, 2024	SCHRODER INVESTMENT MANAGEMENT GROUP	0.34%	819.3K	4.77M	-363.1K	-30.71%
Mar 31, 2024	ARROWMARK COLORADO HOLDINGS LLC	0.38%	912K	5.31M	-90K	-8.98%
Mar 31, 2024	STATE STREET CORP	0.49%	1.19M	6.92M	31.7K	+2.74%
Mar 31, 2024	PORTOLAN CAPITAL MANAGEMENT, LLC	0.52%	1.24M	7.24M	202.03K	+19.38%
Mar 31, 2024	GEODE CAPITAL MANAGEMENT, LLC	0.52%	1.26M	7.34M	6.98K	+0.56%
Mar 31, 2024	GILDER GAGNON HOWE & CO LLC	0.7%	1.68M	9.8M	-476.74K	-22.06%
Mar 31, 2024	PLATINUM EQUITY ADVISORS, LLC/DE	61.82%	148.6M	864.85M	0	0
Mar 31, 2024	DIMENSIONAL FUND ADVISORS LP	0.76%	1.84M	10.68M	672.35K	+57.82%
Mar 31, 2024	CLEARBRIDGE INVESTMENTS, LLC	0.8%	1.92M	11.16M	38.58K	+2.05%
Mar 31, 2024	FEDERATED HERMES, INC.	1.16%	2.78M	16.21M	-1.96M	-41.27%
Mar 31, 2024	VANGUARD GROUP INC	1.32%	3.19M	18.58M	80.74K	+2.60%
Mar 31, 2024	CANVAS WEALTH ADVISORS, LLC	1.45%	3.49M	18.24M	73.99K	+2.17%
Mar 31, 2024	BLACKROCK INC.	1.58%	3.81M	22.18M	-125.25K	-3.18%
Mar 31, 2024	ECP CONTROLCO, LLC	10.71%	25.74M	149.8M	0	0
Mar 31, 2024	GOLDMAN SACHS GROUP INC	0.03%	61.57K	358.32K	-5.17K	-7.75%
Dec 31, 2023	CLEARBRIDGE INVESTMENTS, LLC	0.76%	1.88M	11.61M	70.01K	+3.87%
Dec 31, 2023	GILDER GAGNON HOWE & CO LLC	0.88%	2.16M	13.35M	-237.67K	-9.91%
Dec 31, 2023	VANGUARD GROUP INC	1.26%	3.11M	19.23M	-140.1K	-4.31%
Dec 31, 2023	CANVAS WEALTH ADVISORS, LLC	1.38%	3.41M	21.3M	156.01K	+4.79%
Dec 31, 2023	BLACKROCK INC.	1.6%	3.94M	24.32M	260.65K	+7.09%
Dec 31, 2023	FEDERATED HERMES, INC.	1.92%	4.74M	29.3M	-150	0.00%
Dec 31, 2023	ECP CONTROLCO, LLC	10.44%	25.74M	159.07M	0	0
Dec 31, 2023	PLATINUM EQUITY ADVISORS, LLC/DE	60.26%	148.6M	918.35M	0	0
Dec 31, 2023	JPMORGAN CHASE & CO	0.03%	76.94K	475.47K	-485.24K	-86.31%
Dec 31, 2023	INVESCO LTD.	0.03%	79.05K	488.54K	-25.48K	-24.37%
Dec 31, 2023	STATE OF WISCONSIN INVESTMENT BOARD	0.03%	81.14K	501.43K	-26.56K	-24.66%
Dec 31, 2023	SG AMERICAS SECURITIES, LLC	0.03%	84.17K	520K	64.61K	+330.25%
Dec 31, 2023	BARCLAYS PLC	0.04%	90.31K	558K	69K	+323.84%
Dec 31, 2023	ROYAL BANK OF CANADA	0.04%	97.86K	605K	29K	+42.11%
Dec 31, 2023	CONNOR, CLARK & LUNN INVESTMENT MANAGEMENT LTD.	0.04%	100.53K	621.25K	36.2K	+56.28%
Dec 31, 2023	ALGERT GLOBAL LLC	0.05%	112.31K	694K	65.98K	+142.43%
Dec 31, 2023	SWISS NATIONAL BANK	0.05%	121.3K	749.63K	-12.6K	-9.41%
Dec 31, 2023	BLACK DIAMOND FINANCIAL, LLC	0.05%	121.64K	751.7K	0	0
Dec 31, 2023	CITADEL ADVISORS LLC	0.05%	131.3K	811.45K	131.3K	+100.00%
Dec 31, 2023	SEI INVESTMENTS CO	0.06%	135.84K	839.46K	-5.24K	-3.71%
Dec 31, 2023	SENDERO WEALTH MANAGEMENT, LLC	0.06%	152.8K	944.3K	20K	+15.06%
Dec 31, 2023	MILLENNIUM MANAGEMENT LLC	0.08%	192.15K	1.19M	-367.5K	-65.67%
Dec 31, 2023	GSA CAPITAL PARTNERS LLP	0.08%	192.54K	1.19M	50.78K	+35.82%
Dec 31, 2023	NUVEEN ASSET MANAGEMENT, LLC	0.08%	200.06K	1.24M	1.89K	+0.95%
Dec 31, 2023	TWO SIGMA INVESTMENTS, LP	0.09%	213.45K	1.32M	-62.12K	-22.54%
Dec 31, 2023	RENAISSANCE TECHNOLOGIES LLC	0.1%	237.3K	1.47M	18.9K	+8.65%
Dec 31, 2023	TWO SIGMA ADVISERS, LP	0.1%	239K	1.48M	-5.3K	-2.17%
Dec 31, 2023	BANK OF NEW YORK MELLON CORP	0.11%	272.19K	1.68M	42.37K	+18.44%
Dec 31, 2023	JANUS HENDERSON GROUP PLC	0.12%	302.83K	1.87M	25.83K	+9.32%
Dec 31, 2023	MORGAN STANLEY	0.14%	339.85K	2.1M	187.92K	+123.69%
Dec 31, 2023	FIRST TRUST ADVISORS LP	0.16%	390.69K	2.41M	4.05K	+1.05%
Dec 31, 2023	PINE VALLEY INVESTMENTS LTD LIABILITY CO	0.03%	73K	451.14K	-5K	-6.41%
Dec 31, 2023	UBS ASSET MANAGEMENT AMERICAS INC	0.03%	74.25K	458.88K	15.61K	+26.61%
Dec 31, 2023	CHARLES SCHWAB INVESTMENT MANAGEMENT INC	0.19%	456.25K	2.82M	-6.28K	-1.36%
Dec 31, 2023	ALYESKA INVESTMENT GROUP, L.P.	0.19%	479.59K	2.96M	479.59K	+100.00%
Dec 31, 2023	NORTHERN TRUST CORP	0.22%	550.97K	3.4M	38.51K	+7.51%
Dec 31, 2023	BANK OF AMERICA CORP /DE/	0.24%	579.97K	3.58M	-51.61K	-8.17%
Dec 31, 2023	PUTNAM INVESTMENTS LLC	0.26%	633.82K	3.92M	70.37K	+12.49%
Dec 31, 2023	RHUMBLINE ADVISERS	0.03%	75.2K	464.73K	-452	-0.60%
Dec 31, 2023	LOOMIS SAYLES & CO L P	0.31%	775.45K	4.79M	-91.85K	-10.59%
Dec 31, 2023	ARROWMARK COLORADO HOLDINGS LLC	0.41%	1M	6.19M	-97.88K	-8.90%
Dec 31, 2023	PORTOLAN CAPITAL MANAGEMENT, LLC	0.42%	1.04M	6.44M	65.21K	+6.67%
Dec 31, 2023	STATE STREET CORP	0.47%	1.16M	7.15M	79.79K	+7.41%
Dec 31, 2023	DIMENSIONAL FUND ADVISORS LP	0.47%	1.16M	7.19M	723.96K	+164.97%
Dec 31, 2023	SCHRODER INVESTMENT MANAGEMENT GROUP	0.48%	1.18M	7.31M	-55.1K	-4.45%
Dec 31, 2023	GEODE CAPITAL MANAGEMENT, LLC	0.51%	1.25M	7.76M	65.51K	+5.51%
Dec 31, 2023	R.P. BOGGS & CO.	0.53%	1.32M	8.14M	323.62K	+32.55%
Dec 31, 2023	ALLSPRING GLOBAL INVESTMENTS HOLDINGS, LLC	0.76%	1.87M	11.58M	-460.93K	-19.75%
Dec 31, 2023	MIRAE ASSET GLOBAL INVESTMENTS CO., LTD.	0.87%	2.14M	13.21M	-19.44K	-0.90%

Insiders

Among the CTOS insiders holding of 4.51% of the stake in company, PLATINUM EQUITY, LLC, 10 percent owner, holds the largest shares of 156.74M. PE ONE SOURCE HOLDINGS, LLC, 10 percent owner, is the second largest CTOS insider with ownership of 156.74M shares. PLATINUM EQUITY LLC, 10 percent owner, stands third with possession of 148.6M shares of that stake.

Insiders	Designation	Shares Held
PLATINUM EQUITY, LLC	10 percent owner	156.74M
PE ONE SOURCE HOLDINGS, LLC	10 percent owner	156.74M
PLATINUM EQUITY LLC	10 percent owner	148.6M
ECP CONTROLCO, LLC	10 percent owner	23.38M
NESCO HOLDINGS, LP	10 percent owner	23.38M
NESCO HOLDINGS GP, LLC	10 percent owner	2.43M
EIN MARK		1.42M
DRYDEN L. DYSON	director	1.23M
STOOPS JEFFREY	director	1.17M
MCMONAGLE RYAN	Chief Executive Officer	496.59K
HEINBERG MARSHALL	director	303.86K
JACOBSON LEE	CEO	262.99K
ROSS JOE P.	President - Sales	249.83K
RICH THOMAS R.	President - Rentals	224.78K
BOONE JOSHUA A	Chief Financial Officer	216.9K
EPERJESY CHRISTOPHER J	Chief Financial Officer	176.96K
NELSON GEORGIA R	director	83.59K
DONALDSON RICHARD C	director	82.31K
COBURN BROOKE B.	director	82.31K
CALCANO LAWRENCE	director	82.31K
HOLTHAUS GERARD E	director	47.27K
HAUBENREICH ADAM P.	VP and General Counsel	45K
CARLSEN JAMES	CIO	41.97K
BARRETT RAYMOND TODD	Chief Accounting Officer	40.46K
MEADER BRAD	Chief Financial Officer	25K
BADER PAUL	director	25K
BLACKADAR ROBERT	President	7K
ENERGY CAPITAL PARTNERS MANAGEMENT, LP	director	0
BLACKSTONE HOLDINGS III L.P.		0
BLACKSTONE HOLDINGS II L.P.		0
BLACKSTONE ENERGY PARTNERS NQ L.P.		0

Buying/Selling by Insiders

Date	Insider	Type	Cost	Shares	Value ($)	Shares Total
Jan 30, 2025	PLATINUM EQUITY, LLC	PURCHASE	4.00	8.14M	32.57M	156.74M
Jan 30, 2025	PE ONE SOURCE HOLDINGS, LLC	PURCHASE	4.00	8.14M	32.57M	156.74M
Sep 05, 2024	ECP CONTROLCO, LLC	SALE	3.42	2.35M	8.05M	23.38M
Sep 05, 2024	NESCO HOLDINGS, LP	SALE	3.42	2.35M	8.05M	23.38M
Aug 27, 2024	ENERGY CAPITAL PARTNERS MANAGEMENT, LP	SALE	4.17	18.64K	77.69K	0
Aug 07, 2024	ROSS JOE P.	PURCHASE	3.98	84.25K	335.08K	249.83K
Aug 06, 2024	RICH THOMAS R.	PURCHASE	3.84	26.2K	100.65K	224.78K
Jun 14, 2024	HEINBERG MARSHALL	PURCHASE	4.34	10K	43.43K	303.86K
May 08, 2024	NELSON GEORGIA R	PURCHASE	4.12	12K	49.39K	83.59K
May 08, 2024	MCMONAGLE RYAN	PURCHASE	4.04	10K	40.36K	496.59K
May 07, 2024	EPERJESY CHRISTOPHER J	PURCHASE	3.90	20K	78K	176.96K
May 07, 2024	BARRETT RAYMOND TODD	PURCHASE	4.12	3K	12.36K	40.46K
May 07, 2024	HEINBERG MARSHALL	PURCHASE	4.07	40K	162.92K	293.86K
Nov 14, 2023	MCMONAGLE RYAN	PURCHASE	5.17	20K	103.41K	350.73K
Nov 13, 2023	EPERJESY CHRISTOPHER J	PURCHASE	4.89	40K	195.75K	89.84K
Nov 10, 2023	HEINBERG MARSHALL	PURCHASE	4.79	15K	71.91K	120K
Sep 11, 2023	ECP CONTROLCO, LLC	SALE	6.51	41.14K	267.91K	0
Sep 08, 2023	ECP CONTROLCO, LLC	SALE	6.56	48.29K	316.74K	41.14K
Sep 07, 2023	ECP CONTROLCO, LLC	SALE	6.72	45.66K	306.77K	89.43K
Aug 28, 2023	BARRETT RAYMOND TODD	PURCHASE	6.41	10	64.1	20.79K
May 15, 2023	HEINBERG MARSHALL	PURCHASE	6.53	20K	130.65K	105K
May 12, 2023	HEINBERG MARSHALL	PURCHASE	6.42	19.69K	126.32K	204.99K
Nov 11, 2022	EPERJESY CHRISTOPHER J	PURCHASE	6.45	30K	193.5K	30K
May 16, 2022	EIN MARK	PURCHASE	5.79	50K	289.67K	1.42M
May 13, 2022	BARRETT RAYMOND TODD	PURCHASE	5.67	5K	28.35K	9.4K
May 13, 2022	EIN MARK	PURCHASE	5.91	351.9K	2.08M	1.37M
May 13, 2022	HEINBERG MARSHALL	PURCHASE	5.68	20K	113.6K	85K
Feb 16, 2022	BLACKSTONE HOLDINGS III L.P.	SALE	8.07	2.26K	18.27K	0
Feb 16, 2022	BLACKSTONE ENERGY PARTNERS NQ L.P.	SALE	8.07	2.26K	18.27K	0
Feb 16, 2022	BLACKSTONE HOLDINGS II L.P.	SALE	8.07	2.26K	18.27K	0
Dec 13, 2021	RICH THOMAS R.	PURCHASE	7.62	15K	114.37K	35.86K
Dec 06, 2021	CARLSEN JAMES	PURCHASE	7.80	5K	39.01K	41.97K
Dec 03, 2021	CARLSEN JAMES	PURCHASE	7.44	5K	37.2K	36.97K
Nov 22, 2021	BLACKSTONE HOLDINGS II L.P.	SALE	8.20	15.1K	123.82K	2.26K
Nov 22, 2021	BLACKSTONE HOLDINGS III L.P.	SALE	8.20	15.1K	123.82K	2.26K
Nov 22, 2021	BLACKSTONE ENERGY PARTNERS NQ L.P.	SALE	8.20	15.1K	123.82K	2.26K
Aug 18, 2021	MCMONAGLE RYAN	PURCHASE	6.65	7.07K	47.04K	205K
Aug 17, 2021	HEINBERG MARSHALL	PURCHASE	6.45	15K	96.75K	65K
Apr 01, 2021	EIN MARK	PURCHASE	5.00	1M	5M	1M
Apr 01, 2021	HEINBERG MARSHALL	PURCHASE	5.00	50K	250K	50K
Apr 01, 2021	BADER PAUL	PURCHASE	5.00	25K	125K	25K
Apr 01, 2021	PLATINUM EQUITY LLC	PURCHASE	5.00	148.6M	743M	148.6M
Apr 01, 2021	PE ONE SOURCE HOLDINGS, LLC	PURCHASE	5.00	148.6M	743M	148.6M
Apr 01, 2021	MEADER BRAD	PURCHASE	5.00	25K	125K	25K
Apr 01, 2021	HAUBENREICH ADAM P.	PURCHASE	5.00	45K	225K	45K
Apr 01, 2021	NELSON GEORGIA R	PURCHASE	5.00	25K	125K	25K
Apr 01, 2021	CARLSEN JAMES	PURCHASE	5.00	20K	100K	20K
Apr 01, 2021	MCMONAGLE RYAN	PURCHASE	5.00	130K	650K	130K
Jun 16, 2020	BOONE JOSHUA A	PURCHASE	3.78	16.9K	63.88K	216.9K
Jun 02, 2020	HOLTHAUS GERARD E	PURCHASE	2.48	2.03K	5.03K	47.27K
Jun 01, 2020	HOLTHAUS GERARD E	PURCHASE	2.50	19.76K	49.39K	45.24K
May 29, 2020	HOLTHAUS GERARD E	PURCHASE	2.50	559	1.4K	25.45K
May 15, 2020	HOLTHAUS GERARD E	PURCHASE	2.03	8.32K	16.88K	24.93K
May 14, 2020	HOLTHAUS GERARD E	PURCHASE	2.03	8.32K	16.94K	16.61K
May 13, 2020	HOLTHAUS GERARD E	PURCHASE	2.12	8.28K	17.54K	8.28K
May 13, 2020	JACOBSON LEE	PURCHASE	2.10	10K	21K	262.99K
May 12, 2020	BLACKADAR ROBERT	PURCHASE	2.04	4K	8.18K	7K
Dec 03, 2019	BLACKADAR ROBERT	PURCHASE	3.06	3K	9.18K	3K
Nov 20, 2019	JACOBSON LEE	PURCHASE	3.58	51K	182.63K	252.99K
Nov 19, 2019	JACOBSON LEE	PURCHASE	3.63	12.7K	46.08K	201.99K
Nov 18, 2019	JACOBSON LEE	PURCHASE	3.43	35.99K	123.45K	189.3K
Jul 31, 2019	COBURN BROOKE B.	SALE	11.50	20.41K	234.69K	82.31K
Jul 31, 2019	CALCANO LAWRENCE	SALE	11.50	20.41K	234.69K	82.31K
Jul 31, 2019	DONALDSON RICHARD C	SALE	11.50	20.41K	234.69K	82.31K
Jul 31, 2019	STOOPS JEFFREY	PURCHASE	0.00	1.17M	-	1.17M
Jul 31, 2019	DRYDEN L. DYSON	SALE	11.50	312.93K	3.6M	1.23M
Jul 31, 2019	EIN MARK	SALE	11.50	625.85K	7.2M	2.46M
Jul 31, 2019	NESCO HOLDINGS GP, LLC	SALE	0.00	66.28K	-	2.43M
Jul 31, 2019	ECP CONTROLCO, LLC	SALE	0.00	66.28K	-	2.43M

Frequently Asked Questions