INNOVATE Ownership | Who Owns INNOVATE?
INNOVATE Ownership Summary
INNOVATE is owned by 19.93% institutional investors, 61.45% insiders, and 18.62% retail investors. Whitefort capital management, lp is the largest institutional shareholder, holding 5.65% 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
| Type | Name | % Inst | % Insiders | % Retail |
|---|---|---|---|---|
| Stock | INNOVATE | 19.93% | 61.45% | 18.62% |
| Sector | Industrials Stocks | 64.07% | 12.69% | 23.24% |
Institutional Shareholders
Top Institutional Shareholders by Total Shares
| Holder | Shares | % Holding | Value |
|---|---|---|---|
| Whitefort capital management, lp | 743.00K | 5.65% | $3.83M |
| Jefferies financial group | 700.80K | 5.33% | $3.61M |
| Goldman sachs group | 2.89M | 3.68% | $1.75M |
| Prescott group capital management | 135.88K | 1.03% | $699.81K |
| Blackrock | 775.11K | 0.98% | $468.63K |
| Blackrock funding, inc. /de | 89.43K | 0.68% | $460.54K |
| Geode capital management | 520.31K | 0.66% | $314.66K |
| Ars investment partners | 55.21K | 0.42% | $284.32K |
| Tudor investment corp et al | 32.79K | 0.25% | $168.85K |
| Susquehanna group, llp | 187.47K | 0.24% | $113.34K |
Top Institutional Shareholders by % of Total Assets
| Holder | Shares | % Assets | Value |
|---|---|---|---|
| Whitefort capital management, lp | 743.00K | 1.12% | $3.83M |
| Prescott group capital management | 135.88K | 0.08% | $699.81K |
| Jefferies financial group | 700.80K | 0.03% | $3.61M |
| Ars investment partners | 55.21K | 0.02% | $284.32K |
| Stratos wealth advisors | 15.50K | 0.00% | $79.83K |
| Gabelli funds | 19.00K | 0.00% | $97.85K |
| Tudor investment corp et al | 32.79K | 0.00% | $168.85K |
| Goldman sachs group | 2.89M | 0.00% | $1.75M |
| Cubist systematic strategies | 15.65K | 0.00% | $9.46K |
| Gendell jeffrey l | - | - | - |
Top Buyers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Susquehanna group, llp | 187.47K | - | 170.74K |
| Goldman sachs group | 2.89M | 0.00% | 134.83K |
| Prescott group capital management | 135.88K | 0.08% | 83.08K |
| Aqr capital management | 15.84K | - | 15.84K |
| Cubist systematic strategies | 15.65K | 0.00% | 15.65K |
Top Sellers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Blackrock | 775.11K | - | -2.79M |
| Vanguard group | - | - | -2.59M |
| Stonehill capital management | - | - | -1.46M |
| Geode capital management | 520.31K | - | -526.29K |
| State street | 165.45K | - | -506.40K |
New Positions
| Holder | Shares | % Assets | Change | Value |
|---|---|---|---|---|
| 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 |
| Raymond james financial | 78.00 | - | 78.00 | $402.00 |
Sold Out
| Holder | Change |
|---|---|
| Nelson, van denburg & campbell wealth management group | -7.00 |
| Fmr | -60.00 |
| Nisa investment advisors | -100.00 |
| Advisor group | -151.00 |
| Old point trust & financial services n a | -250.00 |
Institutional Ownership Trends
| Date | Holdings | Change % | Shares | Change % | Ownership | Change % | Increased Position | Change % | Decreased Position | Change % |
|---|---|---|---|---|---|---|---|---|---|---|
| Jun 30, 2025 | 28 | -9.68% | 2,620,003 | -0.21% | 19 | 4.97% | 12 | -40.00% | 4 | -33.33% |
| Mar 31, 2025 | 2 | -92.31% | 775,787 | -67.15% | 5 | 1.78% | 1 | -91.67% | - | -100.00% |
| Dec 31, 2024 | 26 | -18.75% | 2,361,283 | -1.92% | 18 | 5.28% | 12 | 33.33% | 7 | -69.57% |
| Sep 30, 2024 | 32 | -46.67% | 2,407,550 | -90.84% | 18 | 2.14% | 9 | -71.88% | 23 | 21.05% |
| Jun 30, 2024 | 59 | -3.28% | 26,124,742 | -8.50% | 33 | 2.55% | 32 | 6.67% | 19 | 26.67% |
Top Mutual Funds Shareholders
| Holder | Shares | % Holding | Change |
|---|---|---|---|
| Vanguard US Total Market Shares ETF | 161.86K | 1.22% | - |
| Vanguard Total Stock Mkt Idx Inv | 158.40K | 1.19% | -3.46K |
| Vanguard Institutional Extnd Mkt Idx Tr | 153.13K | 1.15% | -69.89K |
| Fidelity Extended Market Index | 68.12K | 0.51% | -178.00 |
| Bridgeway Ultra-Small Company Market | 25.00K | 0.19% | - |
| Fidelity Total Market Index | 23.57K | 0.18% | - |
| Fidelity Series Total Market Index | 17.71K | 0.13% | -932.00 |
| NT R2000 Index Fund - NL | 157.75K | 0.12% | -19.30K |
| Gabelli Small Cap Growth AAA | 15.50K | 0.12% | -1.00K |
| NT Ext Equity Mkt Idx Fd - L | 14.80K | 0.11% | - |
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 |
|---|---|---|
| 2025 Q3 | 1 | 1 |
| 2025 Q2 | - | - |
| 2025 Q1 | - | - |
| 2024 Q4 | 1 | - |
| 2024 Q3 | 1 | - |
VATE Ownership FAQ
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