INNOVATE Ownership | Who Owns INNOVATE?
INNOVATE Ownership Summary
INNOVATE is owned by 23.53% institutional investors, 62.47% insiders, and 14.00% retail investors. Whitefort capital management, lp is the largest institutional shareholder, holding 5.57% of VATE shares. Vanguard MStar Total Stk Mkt Idx Invest is the top mutual fund, with 1.25% of its assets in INNOVATE shares.
VATE Ownership Benchmark
| Type | Name | % Inst | % Insiders | % Retail |
|---|---|---|---|---|
| Stock | INNOVATE | 23.53% | 62.47% | 14.00% |
| Sector | Industrials Stocks | 67.86% | 16.45% | 15.69% |
Institutional Shareholders
Top Institutional Shareholders by Total Shares
| Holder | Shares | % Holding | Value |
|---|---|---|---|
| Whitefort capital management, lp | 743.00K | 5.57% | $4.22M |
| Jefferies financial group | 700.80K | 5.25% | $3.98M |
| Goldman sachs group | 2.89M | 3.68% | $1.75M |
| Vanguard group | 262.50K | 1.98% | $1.19M |
| Blackrock | 775.11K | 0.98% | $468.63K |
| Arena capital advisors, llc- ca | 127.93K | 0.96% | $726.66K |
| Prescott group capital management | 109.45K | 0.82% | $621.66K |
| Blackrock funding, inc. /de | 91.05K | 0.68% | $517.15K |
| Geode capital management | 89.94K | 0.67% | $511.25K |
| Ars investment partners | 61.25K | 0.46% | $347.88K |
Top Institutional Shareholders by % of Total Assets
| Holder | Shares | % Assets | Value |
|---|---|---|---|
| Whitefort capital management, lp | 743.00K | 1.24% | $4.22M |
| Arena capital advisors, llc- ca | 127.93K | 0.36% | $726.66K |
| Prescott group capital management | 109.45K | 0.06% | $621.66K |
| Jefferies financial group | 700.80K | 0.03% | $3.98M |
| Ars investment partners | 61.25K | 0.02% | $347.88K |
| Bridgeway capital management | 25.00K | 0.00% | $142.00K |
| Gabelli funds | 18.00K | 0.00% | $102.24K |
| Tudor investment corp et al | 32.79K | 0.00% | $186.23K |
| Goldman sachs group | 2.89M | 0.00% | $1.75M |
| Cubist systematic strategies | 15.65K | 0.00% | $9.46K |
Top Buyers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Goldman sachs group | 2.89M | 0.00% | 134.83K |
| Vanguard fiduciary trust | 32.65K | - | 32.65K |
| Aqr capital management | 15.84K | - | 15.84K |
| Cubist systematic strategies | 15.65K | 0.00% | 15.65K |
| Russell investments group | 32.39K | - | 6.59K |
Top Sellers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Blackrock | 775.11K | - | -2.79M |
| Stonehill capital management | - | - | -1.46M |
| Gendell jeffrey l | - | - | -313.78K |
| Teton advisors | - | - | -295.73K |
| Centiva capital, lp | - | - | -141.50K |
New Positions
| Holder | Shares | % Assets | Change | Value |
|---|---|---|---|---|
| Vanguard fiduciary trust | 32.65K | - | 32.65K | $185.45K |
| Aqr capital management | 15.84K | - | 15.84K | $9.58K |
| Cubist systematic strategies | 15.65K | 0.00% | 15.65K | $9.46K |
| Macquarie group | 3.39K | - | 3.39K | $2.05K |
| Caitong asset management | 31.00 | - | 31.00 | $176.00 |
Sold Out
| Holder | Change |
|---|---|
| Darwin wealth management | -2.00 |
| Nelson, van denburg & campbell wealth management group | -7.00 |
| Western wealth management | -10.00 |
| Fmr | -60.00 |
| Raymond james financial | -78.00 |
Institutional Ownership Trends
| Date | Holdings | Change % | Shares | Change % | Ownership | Change % | Increased Position | Change % | Decreased Position | Change % |
|---|---|---|---|---|---|---|---|---|---|---|
| Jun 30, 2026 | 50 | 61.29% | 3,147,751 | 31.15% | 23 | 7.28% | 36 | 260.00% | 6 | -40.00% |
| Mar 31, 2026 | 29 | 3.57% | 2,383,991 | -4.12% | 17 | 5.09% | 9 | 80.00% | 9 | -18.18% |
| Dec 31, 2025 | 9 | -70.97% | 542,057 | -78.66% | 4 | 1.09% | 2 | -80.00% | 3 | -62.50% |
| Sep 30, 2025 | 10 | -62.96% | 531,021 | -79.30% | 4 | 1.06% | - | -100.00% | 4 | -20.00% |
| Jun 30, 2025 | 28 | -9.68% | 2,620,003 | -0.21% | 19 | 4.97% | 12 | -40.00% | 4 | -33.33% |
Top Mutual Funds Shareholders
| Holder | Shares | % Holding | Change |
|---|---|---|---|
| Vanguard MStar Total Stk Mkt Idx Invest | 170.30K | 1.25% | - |
| Vanguard Morn Total Stk Mkt Idx Investor | 170.30K | 1.25% | 4.81K |
| Vanguard Total Stock Mkt Idx Inv | 170.30K | 1.25% | 4.81K |
| Vanguard US Total Market Shares ETF | 161.86K | 1.22% | - |
| iShares Russell 2000 ETF | 121.33K | 0.89% | -2.11K |
| Vanguard Institutional Extnd Mkt Idx Tr | 57.73K | 0.42% | - |
| iShares Russell 2000 Growth ETF | 45.74K | 0.34% | -420.00 |
| Russell 2000 Equity Index Fund B | 35.72K | 0.26% | 35.72K |
| Russell 2000 Index Non-Lendable Fund | 35.72K | 0.26% | 35.72K |
| Vanguard Russell 2000 ETF | 31.23K | 0.23% | -960.00 |
Recent Insider Transactions
| Date | Name | Role | Activity | Value |
|---|---|---|---|---|
| Aug 04, 2025 | GLAZER AVRAM A | Sell | - | |
| Aug 04, 2025 | GLAZER AVRAM A | Buy | - | |
| Nov 19, 2024 | Voigt Paul | Interim CEO | Buy | $99.50K |
| Sep 12, 2024 | Voigt Paul | Interim CEO | Buy | $166.38K |
| Jun 14, 2024 | Voigt Paul | Interim CEO | Buy | $105.60 |
Insider Transactions Trends
| Date | Buy | Sell |
|---|---|---|
| 2026 Q3 | - | - |
| 2026 Q1 | - | - |
| 2025 Q3 | 1 | 1 |
| 2025 Q2 | - | - |
| 2025 Q1 | - | - |
VATE Ownership FAQ
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