INNOVATE Corp. — Institutional Ownership

Which tracked institutions hold VATE, and how they changed the position last quarter. Latest holdings as of Jun 30, 2026. Source: SEC 13-F filings.

15
Funds holding
$24525913
Total value held
Buying
13 added/new · 2 reduced
# Institution Value Shares Δ Shares Change (QoQ)
1 Jefferies Financial Group Inc. $13083973 700802 +700802 NEW BUY
2 Blackrock, Inc. $6616798 354408 +263360 +289.25%
3 Bank Of America Corp /De/ $1554072 83239 +67105 +415.92%
4 State Street Corp $1545204 82764 +35000 +73.28%
5 Northern Trust Corp $799767 42837 +30175 +238.31%
6 Franklin Resources Inc $332046 17785 +17785 NEW BUY
7 Bank Of New York Mellon Corp $273776 14664 +14664 NEW BUY
8 Wells Fargo & Company/Mn $93947 5032 +5032 NEW BUY
9 Citigroup Inc $48803 2614 +2614 NEW BUY
10 Jpmorgan Chase & Co $47394 2587 +2503 +2979.76%
11 Morgan Stanley $38329 2053 -1100 -34.89%
12 Ubs Group Ag $34390 1842 +1842 NEW BUY
13 Royal Bank Of Canada $34000 1845 -31 -1.65%
14 Barclays Plc $23393 1253 +1252 +125200.00%
15 Amalgamated Financial Corp. $21 5726 +5726 NEW BUY

Aggregated across tracked institutional filers. Reported quarterly on SEC Form 13-F and may lag. For research only — not investment advice.