Who owns INNOVATE (VATE)
Which tracked institutional funds hold VATE, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See VATE company fundamentals →
Ownership as of the 2026-Q2 13F filings (latest filed 2026-09-22). 13F is disclosed up to 45 days after quarter-end, so the most recent quarter fills in over the following weeks.
How the tape is positioned
The tracked-fund tape on VATE is one-sided between 2026-Q1 and 2026-Q2: 17 added or opened and 0 trimmed or exited — on balance accumulating.
A prompt to read the filings, not a verdict. 13F is a quarter-end snapshot disclosed up to 45 days late; a fund adds or exits for mandate, benchmark, and timing reasons that have nothing to do with a view on the stock. This is a starting question, not a signal to trade.
Conviction spread
VATE’s largest tracked holder by dollar value, Whitefort Capital Management, LP, sizes it at 3.5% of its own reported 13F book, while the median holder sizes it at 0.0% of theirs — a 3.5pp conviction gap — its largest holder concentrates the name more heavily than the typical one.
Book-share is each fund’s reported value in VATE divided by its whole reported 13F book, so it is comparable across funds of different sizes and is unaffected by stock splits. A higher share means a fund has committed more of its book to the name — a starting question about conviction, not a verdict or a signal to trade.
Institutional & insider positioning
Between 2026-Q1 and 2026-Q2, across 49 tracked filers holding VATE, 35 increased or opened the position and 11 reduced or closed it; over the same quarter, there were no open-market insider Form 4s.
This fuses two public signals for the same quarter — how tracked institutions changed their positions and whether insiders bought or sold in the open market. It describes what was filed; it is a starting question, not a verdict or a signal to trade.
New buyers & exits
Funds opening or closing a position in VATE between the 2026-Q1 and 2026-Q2 13F filings, and the largest changes among funds holding it in both. New buyers and exits are counted on fund presence (split-invariant); adds and trims are measured on reported value.
New buyers 3
- MARSHALL WACE, LLP$2M
- RENAISSANCE TECHNOLOGIES LLC$1M
- VANGUARD PORTFOLIO MANAGEMENT LLC$729K
Largest adds
- Whitefort Capital Management, LP$10M
- Jefferies Financial Group Inc.$9M
- BlackRock, Inc.$6M
- VANGUARD CAPITAL MANAGEMENT LLC$3M
- GEODE CAPITAL MANAGEMENT, LLC$2M
- Arena Capital Advisors, LLC- CA$2M
Institutional holders
One row per tracked fund, largest reported value first. “% of value” is the fund’s share of this security’s tracked institutional value — not of shares outstanding. Rows marked stale are from an earlier filing than the security’s latest quarter — that fund is absent from the newest snapshot (position exited, or reported under a different name).
| Fund | Shares | Reported value | % of value | Quarter |
|---|---|---|---|---|
| Whitefort Capital Management, LP | 743,000 | $14M | 23.1% | 2026-Q2 |
| Jefferies Financial Group Inc. | 700,802 | $13M | 21.8% | 2026-Q2 |
| BlackRock, Inc. added | 354,408 | $7M | 11.0% | 2026-Q2 |
| VANGUARD CAPITAL MANAGEMENT LLC added | 228,667 | $4M | 7.1% | 2026-Q2 |
| GEODE CAPITAL MANAGEMENT, LLC added | 128,530 | $2M | 4.0% | 2026-Q2 |
| Arena Capital Advisors, LLC- CA | 127,934 | $2M | 4.0% | 2026-Q2 |
| Prescott Group Capital Management, L.L.C. | 109,448 | $2M | 3.4% | 2026-Q2 |
| MARSHALL WACE, LLP new | 108,147 | $2M | 3.4% | 2026-Q2 |
| BANK OF AMERICA CORP /DE/ added | 83,239 | $2M | 2.6% | 2026-Q2 |
| STATE STREET CORP added | 82,764 | $2M | 2.6% | 2026-Q2 |
| ARS Investment Partners, LLC | 61,246 | $1M | 1.9% | 2026-Q2 |
| RENAISSANCE TECHNOLOGIES LLC added | 56,980 | $1M | 1.8% | 2026-Q2 |
| NORTHERN TRUST CORP added | 42,837 | $800K | 1.3% | 2026-Q2 |
| VANGUARD PORTFOLIO MANAGEMENT LLC new | 39,069 | $729K | 1.2% | 2026-Q2 |
| BRIDGEWAY CAPITAL MANAGEMENT, LLC added | 36,500 | $681K | 1.1% | 2026-Q2 |
| VANGUARD FIDUCIARY TRUST CO added | 34,825 | $650K | 1.1% | 2026-Q2 |
| TUDOR INVESTMENT CORP ET AL | 32,787 | $612K | 1.0% | 2026-Q2 |
| STRS OHIO new | 21,500 | $401K | 0.7% | 2026-Q2 |
| CITADEL ADVISORS LLC trimmed | 19,816 | $370K | 0.6% | 2026-Q2 |
| GABELLI FUNDS LLC | 18,000 | $336K | 0.6% | 2026-Q2 |
| FRANKLIN RESOURCES INC new | 17,785 | $332K | 0.6% | 2026-Q2 |
| JANE STREET GROUP, LLC added | 16,465 | $307K | 0.5% | 2026-Q2 |
| Bank of New York Mellon Corp new | 14,664 | $274K | 0.5% | 2026-Q2 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC new | 13,538 | $253K | 0.4% | 2026-Q2 |
| DEUTSCHE BANK AG\ new | 5,593 | $104K | 0.2% | 2026-Q2 |
| NEW YORK STATE COMMON RETIREMENT FUND new | 5,400 | $101K | 0.2% | 2026-Q2 |
| WELLS FARGO & COMPANY/MN new | 5,032 | $94K | 0.2% | 2026-Q2 |
| RHUMBLINE ADVISERS added | 4,620 | $86K | 0.1% | 2026-Q2 |
| CITIGROUP INC new | 2,614 | $49K | 0.1% | 2026-Q2 |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. new | 2,563 | $48K | 0.1% | 2026-Q2 |
| JPMORGAN CHASE & CO added | 2,587 | $47K | 0.1% | 2026-Q2 |
| Police & Firemen's Retirement System of New Jersey new | 2,380 | $44K | 0.1% | 2026-Q2 |
| MORGAN STANLEY trimmed | 2,053 | $38K | 0.1% | 2026-Q2 |
| UBS Group AG trimmed | 1,842 | $34K | 0.1% | 2026-Q2 |
| ROYAL BANK OF CANADA trimmed | 1,845 | $34K | 0.1% | 2026-Q2 |
| BARCLAYS PLC added | 1,253 | $23K | 0.0% | 2026-Q2 |
| BNP PARIBAS FINANCIAL MARKETS added | 1,065 | $20K | 0.0% | 2026-Q2 |
| Legal & General Group Plc new | 542 | $10K | 0.0% | 2026-Q2 |
| Ameritas Investment Partners, Inc. new | 505 | $9K | 0.0% | 2026-Q2 |
| Russell Investments Group, Ltd. trimmed | 445 | $8K | 0.0% | 2026-Q2 |
| Tower Research Capital LLC (TRC) trimmed | 327 | $6K | 0.0% | 2026-Q2 |
| NewEdge Advisors, LLC new | 323 | $6K | 0.0% | 2026-Q2 |
| Quarry LP new | 123 | $2K | 0.0% | 2026-Q2 |
| HARBOUR INVESTMENTS, INC. new | 75 | $1K | 0.0% | 2026-Q2 |
| Sterling Capital Management LLC new | 30 | $560 | 0.0% | 2026-Q2 |
| Caitong International Asset Management Co., Ltd trimmed | 29 | $541 | 0.0% | 2026-Q2 |
| SBI Securities Co., Ltd. | 8 | $149 | 0.0% | 2026-Q2 |
| Axiom Investment Management LLC new | 7 | $131 | 0.0% | 2026-Q2 |
| FMR LLC trimmed | 1 | $19 | 0.0% | 2026-Q2 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP trimmed | 10,876 | $62K | 0.1% | 2026-Q1 stale (1 quarter behind) |
| Vanguard Global Advisers, LLC new | 5,691 | $32K | 0.1% | 2026-Q1 stale (1 quarter behind) |
| CWM, LLC | 920 | $5K | 0.0% | 2026-Q1 stale (1 quarter behind) |
| OSAIC HOLDINGS, INC. | 150 | $852 | 0.0% | 2026-Q1 stale (1 quarter behind) |
| Western Wealth Management, LLC new | 10 | $57 | 0.0% | 2026-Q1 stale (1 quarter behind) |
| VANGUARD GROUP INC trimmed | 262,497 | $1M | 2.0% | 2025-Q4 stale (2 quarters behind) |
| Stratos Wealth Advisors, LLC | 15,500 | $70K | 0.1% | 2025-Q4 stale (2 quarters behind) |
| MSH Capital Advisors LLC | 16,943 | $83K | 0.1% | 2025-Q3 stale (3 quarters behind) |
| GSA CAPITAL PARTNERS LLP trimmed | 15,821 | $77K | 0.1% | 2025-Q3 stale (3 quarters behind) |
| Squarepoint Ops LLC new | 11,821 | $58K | 0.1% | 2025-Q3 stale (3 quarters behind) |
| Advisory Services Network, LLC new | 3 | $15 | 0.0% | 2025-Q3 stale (3 quarters behind) |
| Darwin Wealth Management, LLC | 2 | $9 | 0.0% | 2025-Q3 stale (3 quarters behind) |
| DIMENSIONAL FUND ADVISORS LP trimmed | 11,199 | $58K | 0.1% | 2025-Q2 stale (4 quarters behind) |
| RAYMOND JAMES FINANCIAL INC new | 78 | $402 | 0.0% | 2025-Q2 stale (4 quarters behind) |
| PrairieView Partners, LLC | 100 | — | 0.0% | 2025-Q2 stale (4 quarters behind) |
| CONCOURSE FINANCIAL GROUP SECURITIES, INC. | 0 | — | 0.0% | 2025-Q2 stale (4 quarters behind) |
Ownership over time
Tracked institutional holder count and total shares held by filing quarter (independent scales). The curated-era tail and any mid-ingest latest quarter are handled honestly — a partial quarter is not drawn as a collapse.
Reading this table
Funds hold the same stock for different reasons — an index fund “holds” almost everything, an active manager sizes a name to a mandate and a benchmark, and each fund entered at its own price and time. Because 13F is filed up to 45 days after quarter-end, every row is a backward-looking snapshot; a manager may have traded since. Share-class siblings (a company’s A and C shares) are rolled up to one line so a dual-class name is never double-counted. Compare like-for-like. A large holder is not an endorsement, and a fund exiting is not a warning — this is a starting question, not a verdict.
About 13F filings
A Form 13F is a quarterly disclosure that institutional investment managers with over $100 million in US-listed equities must file with the SEC. In plain English: it is a snapshot of the long stock positions a fund held at the end of a quarter. It covers long US-listed equities only — not short positions, options, cash, or private holdings — and the funds shown are the large sample we track, not the complete 13F universe.