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Innovate Corp (VATE)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptionsShort Interest13D/13GPeersTargetingTrading SummaryProfile
Jefferies Financial Group Inc.
UNCHANGED
Shares700,802 from 700,802
Change0 (0%)
Value$5.2M (-$7.9M)
Filed 2026-11-05
Geode Capital Management, LLC
INCREASED
Shares130,387 from 128,530
Change+1,857 (+1%)
Value$968.8K (-$1.4M)
Filed 2026-11-06
Strs Ohio
INCREASED
Shares91,500 from 21,500
Change+70,000 (+326%)
Value$679.8K (+$278.4K)
Filed 2026-10-30
Prescott Group Capital Management, L.L.C.
DECREASED
Shares48,715 from 109,448
Change-60,733 (-55%)
Value$362.0K (-$1.7M)
Filed 2026-10-30
ARS Investment Partners, LLC
DECREASED
Shares43,582 from 61,246
Change-17,664 (-29%)
Value$323.8K (-$819.6K)
Filed 2026-11-05
Arena Capital Advisors, LLC- CA
DECREASED
Shares41,950 from 127,934
Change-85,984 (-67%)
Value$311.7K (-$2.1M)
Filed 2026-10-28
Acadian Asset Management LLC
NEW
Shares23,318
Change+23,318
Value$172.0K
Filed 2026-11-09
Bank of New York Mellon Corp
UNCHANGED
Shares14,664 from 14,664
Change0 (0%)
Value$109.0K (-$164.8K)
Filed 2026-11-05
Nuveen, LLC
NEW
Shares8,093
Change+8,093
Value$60.1K
Filed 2026-11-10
Deutsche Bank Ag\
DECREASED
Shares4,941 from 5,593
Change-652 (-12%)
Value$36.7K (-$67.7K)
Filed 2026-11-06
Barclays PLC
INCREASED
Shares4,619 from 1,253
Change+3,366 (+269%)
Value$34.3K (+$10.9K)
Filed 2026-11-06
Russell Investments Group, Ltd.
INCREASED
Shares2,461 from 445
Change+2,016 (+453%)
Value$18.3K (+$10.0K)
Filed 2026-11-06
Police & Firemen's Retirement System of New Jersey
UNCHANGED
Shares2,380 from 2,380
Change0 (0%)
Value$17.7K (-$26.8K)
Filed 2026-11-09
Gamma Investing LLC
NEW
Shares610
Change+610
Value$4.5K
Filed 2026-10-08
Farther Finance Advisors, LLC
NEW
Shares326
Change+326
Value$2.4K
Filed 2026-10-08
Citigroup Inc
DECREASED
Shares276 from 2,614
Change-2,338 (-89%)
Value$2.1K (-$46.8K)
Filed 2026-11-04
Sterling Capital Management LLC
INCREASED
Shares165 from 30
Change+135 (+450%)
Value$1.2K (+$666)
Filed 2026-10-22
PNC Financial Services Group, Inc.
NEW
Shares12
Change+12
Value$89
Filed 2026-11-06
EverSource Wealth Advisors, LLC
NEW
Shares3
Change+3
Value$22
Filed 2026-11-04
SJS Investment Consulting Inc.
NEW
Shares1
Change+1
Value$8
Filed 2026-10-26
Harbour Investments, Inc.
CLOSED
Shares0 from 75
Change-75 (-100%)
Value$0 (-$1.4K)
Filed 2026-11-09
Caitong International Asset Management Co., Ltd
CLOSED
Shares0 from 29
Change-29 (-100%)
Value$0 (-$541)
Filed 2026-10-29
SBI Securities Co., Ltd.
CLOSED
Shares0 from 8
Change-8 (-100%)
Value$0 (-$149)
Filed 2026-10-22
Axiom Investment Management LLC
CLOSED
Shares0 from 7
Change-7 (-100%)
Value$0 (-$131)
Filed 2026-11-03
Whitefort Capital Management, LP
N/A
Shares— from 743,000
Change-743,000 (-100%)
Value—
BlackRock, Inc.
N/A
Shares— from 354,408
Change-354,408 (-100%)
Value—
Vanguard Capital Management LLC
N/A
Shares— from 228,667
Change-228,667 (-100%)
Value—
Marshall Wace, LLP
N/A
Shares— from 108,147
Change-108,147 (-100%)
Value—
Bank of America Corp
N/A
Shares— from 83,239
Change-83,239 (-100%)
Value—
State Street Corp
N/A
Shares— from 82,764
Change-82,764 (-100%)
Value—
Renaissance Technologies LLC
N/A
Shares— from 56,980
Change-56,980 (-100%)
Value—
Northern Trust Corp
N/A
Shares— from 42,837
Change-42,837 (-100%)
Value—
Vanguard Portfolio Management LLC
N/A
Shares— from 39,069
Change-39,069 (-100%)
Value—
Bridgeway Capital Management, LLC
N/A
Shares— from 36,500
Change-36,500 (-100%)
Value—
Vanguard Fiduciary Trust Co
N/A
Shares— from 34,825
Change-34,825 (-100%)
Value—
Tudor Investment Corp ET AL
N/A
Shares— from 32,787
Change-32,787 (-100%)
Value—
Citadel Advisors LLC
N/A
Shares— from 19,816
Change-19,816 (-100%)
Value—
Gabelli Funds LLC
N/A
Shares— from 18,000
Change-18,000 (-100%)
Value—
Franklin Resources Inc
N/A
Shares— from 17,785
Change-17,785 (-100%)
Value—
Jane Street Group, LLC
N/A
Shares— from 16,465
Change-16,465 (-100%)
Value—
Charles Schwab Investment Management Inc
N/A
Shares— from 13,538
Change-13,538 (-100%)
Value—
New York State Common Retirement Fund
N/A
Shares— from 5,400
Change-5,400 (-100%)
Value—
Wells Fargo & Company
N/A
Shares— from 5,032
Change-5,032 (-100%)
Value—
Rhumbline Advisers
N/A
Shares— from 4,620
Change-4,620 (-100%)
Value—
JPMorgan Chase & Co
N/A
Shares— from 2,587
Change-2,587 (-100%)
Value—
Mirae Asset Global Etfs Holdings Ltd.
N/A
Shares— from 2,563
Change-2,563 (-100%)
Value—
Morgan Stanley
N/A
Shares— from 2,053
Change-2,053 (-100%)
Value—
Royal Bank of Canada
N/A
Shares— from 1,845
Change-1,845 (-100%)
Value—
UBS Group AG
N/A
Shares— from 1,842
Change-1,842 (-100%)
Value—
BNP Paribas Financial Markets
N/A
Shares— from 1,065
Change-1,065 (-100%)
Value—
Legal & General Group Plc
N/A
Shares— from 542
Change-542 (-100%)
Value—
Ameritas Investment Partners, Inc.
N/A
Shares— from 505
Change-505 (-100%)
Value—
Tower Research Capital LLC (TRC)
N/A
Shares— from 327
Change-327 (-100%)
Value—
NewEdge Advisors, LLC
N/A
Shares— from 323
Change-323 (-100%)
Value—
Quarry LP
N/A
Shares— from 123
Change-123 (-100%)
Value—
FMR LLC
N/A
Shares— from 1
Change-1 (-100%)
Value—
Status
Jefferies Financial Group Inc.
UNCHANGED700,802700,80200%$13.1M$5.2M-$7.9M2026-11-05
Geode Capital Management, LLC
INCREASED130,387128,530+1,857+1%$2.4M$968.8K-$1.4M2026-11-06
Strs Ohio
INCREASED91,50021,500+70,000+326%$401.4K$679.8K+$278.4K2026-10-30
Prescott Group Capital Management, L.L.C.
DECREASED48,715109,448-60,733-55%$2.0M$362.0K-$1.7M2026-10-30
ARS Investment Partners, LLC
DECREASED43,58261,246-17,664-29%$1.1M$323.8K-$819.6K2026-11-05
Arena Capital Advisors, LLC- CA
DECREASED41,950127,934-85,984-67%$2.4M$311.7K-$2.1M2026-10-28
Acadian Asset Management LLC
NEW23,318—+23,318——$172.0K—2026-11-09
Bank of New York Mellon Corp
UNCHANGED14,66414,66400%$273.8K$109.0K-$164.8K2026-11-05
Nuveen, LLC
NEW8,093—+8,093——$60.1K—2026-11-10
Deutsche Bank Ag\
DECREASED4,9415,593-652-12%$104.4K$36.7K-$67.7K2026-11-06
Barclays PLC
INCREASED4,6191,253+3,366+269%$23.4K$34.3K+$10.9K2026-11-06
Russell Investments Group, Ltd.
INCREASED2,461445+2,016+453%$8.3K$18.3K+$10.0K2026-11-06
Police & Firemen's Retirement System of New Jersey
UNCHANGED2,3802,38000%$44.4K$17.7K-$26.8K2026-11-09
Gamma Investing LLC
NEW610—+610——$4.5K—2026-10-08
Farther Finance Advisors, LLC
NEW326—+326——$2.4K—2026-10-08
Citigroup Inc
DECREASED2762,614-2,338-89%$48.8K$2.1K-$46.8K2026-11-04
Sterling Capital Management LLC
INCREASED16530+135+450%$560$1.2K+$6662026-10-22
PNC Financial Services Group, Inc.
NEW12—+12——$89—2026-11-06
EverSource Wealth Advisors, LLC
NEW3—+3——$22—2026-11-04
SJS Investment Consulting Inc.
NEW1—+1——$8—2026-10-26
Harbour Investments, Inc.
CLOSED075-75-100%$1.4K$0-$1.4K2026-11-09
Caitong International Asset Management Co., Ltd
CLOSED029-29-100%$541$0-$5412026-10-29
SBI Securities Co., Ltd.
CLOSED08-8-100%$149$0-$1492026-10-22
Axiom Investment Management LLC
CLOSED07-7-100%$131$0-$1312026-11-03
Whitefort Capital Management, LP
N/A—743,000-743,000-100%$13.9M———
BlackRock, Inc.
N/A—354,408-354,408-100%$6.6M———
Vanguard Capital Management LLC
N/A—228,667-228,667-100%$4.3M———
Marshall Wace, LLP
N/A—108,147-108,147-100%$2.0M———
Bank of America Corp
N/A—83,239-83,239-100%$1.6M———
State Street Corp
N/A—82,764-82,764-100%$1.5M———
Renaissance Technologies LLC
N/A—56,980-56,980-100%$1.1M———
Northern Trust Corp
N/A—42,837-42,837-100%$799.8K———
Vanguard Portfolio Management LLC
N/A—39,069-39,069-100%$729.4K———
Bridgeway Capital Management, LLC
N/A—36,500-36,500-100%$681.5K———
Vanguard Fiduciary Trust Co
N/A—34,825-34,825-100%$650.2K———
Tudor Investment Corp ET AL
N/A—32,787-32,787-100%$612.1K———
Citadel Advisors LLC
N/A—19,816-19,816-100%$370.0K———
Gabelli Funds LLC
N/A—18,000-18,000-100%$336.1K———
Franklin Resources Inc
N/A—17,785-17,785-100%$332.0K———
Jane Street Group, LLC
N/A—16,465-16,465-100%$307.4K———
Charles Schwab Investment Management Inc
N/A—13,538-13,538-100%$252.8K———
New York State Common Retirement Fund
N/A—5,400-5,400-100%$100.8K———
Wells Fargo & Company
N/A—5,032-5,032-100%$93.9K———
Rhumbline Advisers
N/A—4,620-4,620-100%$86.2K———
JPMorgan Chase & Co
N/A—2,587-2,587-100%$47.4K———
Mirae Asset Global Etfs Holdings Ltd.
N/A—2,563-2,563-100%$47.9K———
Morgan Stanley
N/A—2,053-2,053-100%$38.3K———
Royal Bank of Canada
N/A—1,845-1,845-100%$34.0K———
UBS Group AG
N/A—1,842-1,842-100%$34.4K———
BNP Paribas Financial Markets
N/A—1,065-1,065-100%$19.9K———
Legal & General Group Plc
N/A—542-542-100%$10.1K———
Ameritas Investment Partners, Inc.
N/A—505-505-100%$9.4K———
Tower Research Capital LLC (TRC)
N/A—327-327-100%$6.1K———
NewEdge Advisors, LLC
N/A—323-323-100%$6.0K———
Quarry LP
N/A—123-123-100%$2.3K———
FMR LLC
N/A—1-1-100%$19———
Showing 56 of 56 institutions