INNOVATE Ownership | Who Owns INNOVATE?


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INNOVATE Ownership Summary


INNOVATE is owned by 17.87% institutional investors, 60.31% insiders, and 21.82% retail investors. Whitefort capital management, lp is the largest institutional shareholder, holding 5.57% of VATE shares. Vanguard US Total Market Shares ETF is the top mutual fund, with 1.22% of its assets in INNOVATE shares.

VATE Ownership Benchmark


TypeName% Inst% Insiders% Retail
StockINNOVATE17.87%60.31%21.82%
SectorIndustrials Stocks 49.61%15.69%34.70%

Institutional Shareholders


Top Institutional Shareholders by Total Shares

HolderShares% HoldingValue
Whitefort capital management, lp743.00K5.57%$4.22M
Jefferies financial group700.80K5.25%$3.98M
Goldman sachs group2.89M3.68%$1.75M
Vanguard group262.50K1.98%$1.19M
Blackrock775.11K0.98%$468.63K
Arena capital advisors, llc- ca127.93K0.96%$726.66K
Prescott group capital management109.45K0.82%$621.66K
Blackrock funding, inc. /de91.05K0.68%$517.15K
Geode capital management89.94K0.67%$511.25K
Ars investment partners61.25K0.46%$347.88K

Top Institutional Shareholders by % of Total Assets

HolderShares% AssetsValue
Whitefort capital management, lp743.00K1.24%$4.22M
Arena capital advisors, llc- ca127.93K0.36%$726.66K
Prescott group capital management109.45K0.06%$621.66K
Jefferies financial group700.80K0.03%$3.98M
Ars investment partners61.25K0.02%$347.88K
Bridgeway capital management25.00K0.00%$142.00K
Gabelli funds18.00K0.00%$102.24K
Tudor investment corp et al32.79K0.00%$186.23K
Goldman sachs group2.89M0.00%$1.75M
Cubist systematic strategies15.65K0.00%$9.46K

Top Buyers

HolderShares% AssetsChange
Goldman sachs group2.89M0.00%134.83K
Vanguard fiduciary trust32.65K-32.65K
Aqr capital management15.84K-15.84K
Cubist systematic strategies15.65K0.00%15.65K
Russell investments group32.39K-6.59K

Top Sellers

HolderShares% AssetsChange
Blackrock775.11K--2.79M
Stonehill capital management---1.46M
Gendell jeffrey l---313.78K
Teton advisors---295.73K
Centiva capital, lp---141.50K

New Positions

HolderShares% AssetsChangeValue
Vanguard fiduciary trust32.65K-32.65K$185.45K
Aqr capital management15.84K-15.84K$9.58K
Cubist systematic strategies15.65K0.00%15.65K$9.46K
Vanguard global advisers5.69K-5.69K$32.33K
Macquarie group3.39K-3.39K$2.05K

Sold Out

HolderChange
Darwin wealth management-2.00
Nelson, van denburg & campbell wealth management group-7.00
Fmr-60.00
Raymond james financial-78.00
Nisa investment advisors-100.00

Institutional Ownership Trends


DateHoldingsChange %SharesChange %OwnershipChange %Increased PositionChange %Decreased PositionChange %
Mar 31, 2026293.57%2,383,991-4.12%175.09%980.00%9-18.18%
Dec 31, 20259-70.97%542,057-78.66%41.09%2-80.00%3-62.50%
Sep 30, 202510-62.96%531,021-79.30%41.06%--100.00%4-20.00%
Jun 30, 202528-9.68%2,620,003-0.21%194.97%12-40.00%4-33.33%
Mar 31, 20252-92.31%775,787-67.15%51.78%1-91.67%--100.00%

Top Mutual Funds Shareholders


HolderShares% HoldingChange
Vanguard US Total Market Shares ETF161.86K1.22%-
Vanguard Total Stock Mkt Idx Inv158.40K1.16%-
Vanguard Institutional Extnd Mkt Idx Tr65.35K0.48%-400.00
Fidelity Extended Market Index28.63K0.21%3.69K
Bridgeway Ultra-Small Company Market25.00K0.18%-
Fidelity Total Market Index23.32K0.17%-
Fidelity Series Total Market Index17.46K0.13%-
NT R2000 Index Fund - NL157.75K0.12%-19.30K
Gabelli Small Cap Growth AAA15.90K0.12%1.90K
iShares Micro-Cap ETF15.44K0.11%-

Recent Insider Transactions


DateNameRoleActivityValue
Aug 04, 2025GLAZER AVRAM A Sell-
Aug 04, 2025GLAZER AVRAM A Buy-
Nov 19, 2024Voigt Paul Interim CEOBuy$99.50K
Sep 12, 2024Voigt Paul Interim CEOBuy$166.38K
Jun 14, 2024Voigt Paul Interim CEOBuy$105.60

Insider Transactions Trends


DateBuySell
2026 Q1--
2025 Q311
2025 Q2--
2025 Q1--
2024 Q41-

VATE Ownership FAQ


Who owns the most shares of INNOVATE?

INNOVATE’s largest shareholders are Whitefort capital management, lp (743K shares, 5.57%), Jefferies financial group (700.8K shares, 5.25%), and Goldman sachs group (2.89M shares, 3.68%). Together, they hold 14.50% of INNOVATE’s total shares outstanding.

Does Blackrock own INNOVATE?

Yes, BlackRock owns 0.98% of INNOVATE, totaling 775.11K shares as of Jun 2024. This represents 0% of BlackRock's total assets, with a market value of 468.63K$. In the last quarter, BlackRock decreased its holdings by -2.795M shares, a -78.29% change.

Who is INNOVATE’s biggest shareholder by percentage of total assets invested?

Whitefort capital management, lp is INNOVATE’s biggest shareholder by percentage of total assets invested, with 1.24% of its assets in 743K INNOVATE shares, valued at 4.22M$.

Who is the top mutual fund holder of INNOVATE shares?

Vanguard US Total Market Shares ETF is the top mutual fund holder of INNOVATE shares, with 1.22% of its total shares outstanding invested in 161.86K INNOVATE shares.

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