INNOVATE Ownership | Who Owns INNOVATE?


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INNOVATE Ownership Summary


INNOVATE is owned by 4.09% institutional investors, 60.01% insiders, and 35.90% 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


TypeName% Inst% Insiders% Retail
StockINNOVATE4.09%60.01%35.90%
SectorIndustrials Stocks 47.66%12.52%39.82%

Institutional Shareholders


Top Institutional Shareholders by Total Shares

HolderShares% HoldingValue
Whitefort capital management, lp743.00K5.65%$3.63M
Jefferies financial group700.80K5.28%$3.17M
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%$578.26K
Prescott group capital management112.10K0.85%$506.69K
Ars investment partners102.44K0.77%$463.04K
Geode capital management90.46K0.68%$409.19K
Blackrock funding, inc. /de88.08K0.66%$398.11K

Top Institutional Shareholders by % of Total Assets

HolderShares% AssetsValue
Whitefort capital management, lp743.00K1.07%$3.63M
Arena capital advisors, llc- ca127.93K0.35%$578.26K
Prescott group capital management112.10K0.05%$506.69K
Ars investment partners102.44K0.03%$463.04K
Jefferies financial group700.80K0.02%$3.17M
Stratos wealth advisors15.50K0.00%$70.06K
Bridgeway capital management25.00K0.00%$122.25K
Sbi securities6.01K0.00%$27.16K
Gabelli funds18.90K0.00%$85.43K
Goldman sachs group2.89M0.00%$1.75M

Top Buyers

HolderShares% AssetsChange
Susquehanna group, llp187.47K-170.74K
Goldman sachs group2.89M0.00%134.83K
Ars investment partners102.44K0.03%56.28K
Aqr capital management15.84K-15.84K
Cubist systematic strategies15.65K0.00%15.65K

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
Aqr capital management15.84K-15.84K$9.58K
Cubist systematic strategies15.65K0.00%15.65K$9.46K
Jane street group11.28K-11.28K$50.99K
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 %
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%
Dec 31, 202426-18.75%2,361,283-1.92%185.28%1233.33%7-69.57%

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 Tr65.75K0.48%-
Fidelity Extended Market Index25.12K0.18%-48.00
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
Spartan Extended Market Index Pool F15.90K0.12%48.00
iShares Micro-Cap ETF15.54K0.11%3.32K

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
2025 Q311
2025 Q2--
2025 Q1--
2024 Q41-
2024 Q31-

VATE Ownership FAQ


Who owns the most shares of INNOVATE?

INNOVATE’s largest shareholders are Whitefort capital management, lp (743K shares, 5.65%), Jefferies financial group (700.8K shares, 5.28%), and Goldman sachs group (2.89M shares, 3.68%). Together, they hold 14.61% 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 1.07% of its assets in 743K INNOVATE shares, valued at 3.63M$.

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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