VATE Institutional Ownership
INNOVATE Corp.
1W: +0.5%
1M: -19.6%
3M: -23.1%
YTD: +14.4%
1Y: +6.1%
3Y: -56.2%
5Y: -84.2%
$5.96
+0.32 (+5.67%)
Weekly Expected Move ±6.7%
$5
$5
$6
$6
$6
Credit Risk of going bust: higher than 96% of companies Debt: 89.4% of company value Bonds: none of note held by US funds details ▾
Of US companies ranked in the riskiest tenth, about 1 in 20 filed for bankruptcy within a year (2020-2025).
If the stock fell to about $4.25 (down 29%), INNOVATE Corp. would be worth roughly what it owes.
Total debt $682.4M against a stock market value of $81.3M.
Distance to default 0.41 (Merton model): prices to 2026-10-27, balance sheet 2026-06-30, debt counted $585.0M (short-term plus half of long-term), stock volatility 108.8%; Altman Z'' -5.48. A ranking and a back-test, not a forecast.
US fund filings (SEC N-PORT) show under $25M of this company's bonds, so there is no bond page. Its debt may be bank loans or privately placed. How these are computed.
If the stock fell to about $4.25 (down 29%), INNOVATE Corp. would be worth roughly what it owes.
Total debt $682.4M against a stock market value of $81.3M.
Distance to default 0.41 (Merton model): prices to 2026-10-27, balance sheet 2026-06-30, debt counted $585.0M (short-term plus half of long-term), stock volatility 108.8%; Altman Z'' -5.48. A ranking and a back-test, not a forecast.
US fund filings (SEC N-PORT) show under $25M of this company's bonds, so there is no bond page. Its debt may be bank loans or privately placed. How these are computed.
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Institutional Ownership — VATE
54
Institutional Holders
+21 vs prior quarter
0.0%
Ownership
+0.00pp
$59M
Total Invested
24
New Positions
12
Increased
10
Reduced
4
Closed
0.00
Put/Call Ratio
Ownership Trends
Top Institutional Holders (56 total)
| # | Holder | Shares | Value | Change | Change % | Holding Period | Filing |
|---|---|---|---|---|---|---|---|
| 1 | Whitefort Capital Management, LP | 743,000 | $4M | — | +0.0% | 8Q | SEC ↗ |
| 2 | Jefferies Financial Group Inc. | 700,802 | $4M | — | +0.0% | 8Q | SEC ↗ |
| 3 | BlackRock, Inc. | 354,408 | $2M | +263,360 | +289.3% | 8Q | SEC ↗ |
| 4 | VANGUARD CAPITAL MANAGEMENT LLC | 228,667 | $1M | +4,511 | +2.0% | 2Q | SEC ↗ |
| 5 | GEODE CAPITAL MANAGEMENT, LLC | 128,530 | $766K | +38,594 | +42.9% | 8Q | SEC ↗ |
| 6 | Arena Capital Advisors, LLC- CA | 127,934 | $762K | — | +0.0% | 4Q | SEC ↗ |
| 7 | Prescott Group Capital Management, L.L | 109,448 | $652K | — | +0.0% | 6Q | SEC ↗ |
| 8 | MARSHALL WACE, LLP NEW | 108,147 | $645K | — | +0.0% | 1Q | SEC ↗ |
| 9 | BANK OF AMERICA CORP /DE | 83,239 | $496K | +67,105 | +415.9% | 8Q | SEC ↗ |
| 10 | STATE STREET CORP | 82,764 | $493K | +35,000 | +73.3% | 8Q | SEC ↗ |
| 11 | ARS Investment Partners, LLC | 61,246 | $365K | — | +0.0% | 8Q | SEC ↗ |
| 12 | RENAISSANCE TECHNOLOGIES LLC NEW | 56,980 | $340K | — | +0.0% | 1Q | SEC ↗ |
| 13 | NORTHERN TRUST CORP | 42,837 | $255K | +30,175 | +238.3% | 8Q | SEC ↗ |
| 14 | VANGUARD PORTFOLIO MANAGEMENT LLC NEW | 39,069 | $233K | — | +0.0% | 1Q | SEC ↗ |
| 15 | BRIDGEWAY CAPITAL MANAGEMENT, LLC | 36,500 | $218K | +11,500 | +46.0% | 8Q | SEC ↗ |
| 16 | VANGUARD FIDUCIARY TRUST CO | 34,825 | $208K | +2,175 | +6.7% | 2Q | SEC ↗ |
| 17 | TUDOR INVESTMENT CORP ET AL | 32,787 | $195K | — | +0.0% | 9Q | SEC ↗ |
| 18 | STRS OHIO NEW | 21,500 | $128K | — | +0.0% | 1Q | SEC ↗ |
| 19 | CITADEL ADVISORS LLC | 19,816 | $118K | -16,313 | -45.2% | 5Q | SEC ↗ |
| 20 | GABELLI FUNDS LLC | 18,000 | $107K | — | +0.0% | 8Q | SEC ↗ |
| 21 | FRANKLIN RESOURCES INC NEW | 17,785 | $106K | — | +0.0% | 1Q | SEC ↗ |
| 22 | JANE STREET GROUP, LLC NEW | 16,465 | $98K | — | +0.0% | 1Q | SEC ↗ |
| 23 | Bank of New York Mellon Corp NEW | 14,664 | $87K | — | +0.0% | 1Q | SEC ↗ |
| 24 | CHARLES SCHWAB INVESTMENT MANAGEMENT I NEW | 13,538 | $81K | — | +0.0% | 1Q | SEC ↗ |
| 25 | Sixth Street Partners Management Compa NEW | 13,538 | $81K | — | +0.0% | 1Q | SEC ↗ |
| 26 | DEUTSCHE BANK AG NEW | 5,593 | $33K | — | +0.0% | 1Q | SEC ↗ |
| 27 | NEW YORK STATE COMMON RETIREMENT FUND NEW | 5,400 | $32K | — | +0.0% | 1Q | SEC ↗ |
| 28 | WELLS FARGO & COMPANY/MN NEW | 5,032 | $30K | — | +0.0% | 1Q | SEC ↗ |
| 29 | RHUMBLINE ADVISERS | 4,620 | $28K | +4,619 | +461900.0% | 2Q | SEC ↗ |
| 30 | CITIGROUP INC NEW | 2,614 | $16K | — | +0.0% | 1Q | SEC ↗ |
| 31 | JPMORGAN CHASE & CO | 2,587 | $15K | +2,503 | +2979.8% | 8Q | SEC ↗ |
| 32 | MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. NEW | 2,563 | $15K | — | +0.0% | 1Q | SEC ↗ |
| 33 | Police & Firemen's Retirement System o NEW | 2,380 | $14K | — | +0.0% | 1Q | SEC ↗ |
| 34 | MORGAN STANLEY | 2,053 | $12K | -1,100 | -34.9% | 8Q | SEC ↗ |
| 35 | ROYAL BANK OF CANADA | 1,844 | $11K | -32 | -1.7% | 5Q | SEC ↗ |
| 36 | UBS Group AG | 1,842 | $11K | -5,988 | -76.5% | 8Q | SEC ↗ |
| 37 | BARCLAYS PLC | 1,253 | $7K | +1,252 | +125200.0% | 8Q | SEC ↗ |
| 38 | BNP PARIBAS FINANCIAL MARKETS | 1,065 | $6K | +920 | +634.5% | 8Q | SEC ↗ |
| 39 | CWM, LLC | 920 | $5K | — | +0.0% | 7Q | SEC ↗ |
| 40 | Legal & General Group Plc NEW | 542 | $3K | — | +0.0% | 1Q | SEC ↗ |
| 41 | Ameritas Investment Partners, Inc. NEW | 505 | $3K | — | +0.0% | 1Q | SEC ↗ |
| 42 | Russell Investments Group, Ltd. NEW | 445 | $3K | — | +0.0% | 1Q | SEC ↗ |
| 43 | Tower Research Capital LLC (TRC) | 327 | $2K | -336 | -50.7% | 8Q | SEC ↗ |
| 44 | NewEdge Advisors, LLC NEW | 323 | $2K | — | +0.0% | 1Q | SEC ↗ |
| 45 | Quarry LP NEW | 123 | $1K | — | +0.0% | 1Q | SEC ↗ |
| 46 | HARBOUR INVESTMENTS, INC. NEW | 75 | $0K | — | +0.0% | 1Q | SEC ↗ |
| 47 | Sterling Capital Management LLC NEW | 30 | $0K | — | +0.0% | 1Q | SEC ↗ |
| 48 | Caitong International Asset Management | 29 | $0K | -2 | -6.5% | 2Q | SEC ↗ |
| 49 | SBI Securities Co., Ltd. | 8 | $0K | — | +0.0% | 6Q | SEC ↗ |
| 50 | Axiom Investment Management LLC NEW | 7 | $0K | — | +0.0% | 1Q | SEC ↗ |
Recent Activity
New Positions (20)
| Holder | Shares | Value |
|---|---|---|
| MARSHALL WACE, LLP | 108,147 | $645K |
| RENAISSANCE TECHNOLOGIES LLC | 56,980 | $340K |
| VANGUARD PORTFOLIO MANAGEMENT LLC | 39,069 | $233K |
| STRS OHIO | 21,500 | $128K |
| FRANKLIN RESOURCES INC | 17,785 | $106K |
| JANE STREET GROUP, LLC | 16,465 | $98K |
| Bank of New York Mellon Corp | 14,664 | $87K |
| Sixth Street Partners Management Co | 13,538 | $81K |
| CHARLES SCHWAB INVESTMENT MANAGEMEN | 13,538 | $81K |
| DEUTSCHE BANK AG | 5,593 | $33K |
| NEW YORK STATE COMMON RETIREMENT FU | 5,400 | $32K |
| WELLS FARGO & COMPANY/MN | 5,032 | $30K |
| CITIGROUP INC | 2,614 | $16K |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Lt | 2,563 | $15K |
| Police & Firemen's Retirement Syste | 2,380 | $14K |
| Legal & General Group Plc | 542 | $3K |
| Ameritas Investment Partners, Inc. | 505 | $3K |
| Russell Investments Group, Ltd. | 445 | $3K |
| NewEdge Advisors, LLC | 323 | $2K |
| Quarry LP | 123 | $1K |
Sold Out (5)
| Holder | Prev Shares | Prev Value |
|---|---|---|
| Stratos Wealth Advisors, LLC | 15,500 | $92K |
| SUSQUEHANNA INTERNATIONAL GROUP, LL | 10,876 | $65K |
| Vanguard Global Advisers, LLC | 5,691 | $34K |
| OSAIC HOLDINGS, INC. | 150 | $1K |
| Western Wealth Management, LLC | 10 | $0K |
Biggest Increases (12)
| Holder | Added | Change % | Total Shares |
|---|---|---|---|
| BlackRock, Inc. | +263,360 | +289.3% | 354,408 |
| BANK OF AMERICA CORP /DE | +67,105 | +415.9% | 83,239 |
| GEODE CAPITAL MANAGEMENT, LLC | +38,594 | +42.9% | 128,530 |
| STATE STREET CORP | +35,000 | +73.3% | 82,764 |
| NORTHERN TRUST CORP | +30,175 | +238.3% | 42,837 |
| BRIDGEWAY CAPITAL MANAGEMENT, LLC | +11,500 | +46.0% | 36,500 |
| RHUMBLINE ADVISERS | +4,619 | +461900.0% | 4,620 |
| VANGUARD CAPITAL MANAGEMENT LLC | +4,511 | +2.0% | 228,667 |
| JPMORGAN CHASE & CO | +2,503 | +2979.8% | 2,587 |
| VANGUARD FIDUCIARY TRUST CO | +2,175 | +6.7% | 34,825 |
| BARCLAYS PLC | +1,252 | +125200.0% | 1,253 |
| BNP PARIBAS FINANCIAL MARKETS | +920 | +634.5% | 1,065 |
Biggest Decreases (6)
| Holder | Reduced | Change % | Total Shares |
|---|---|---|---|
| CITADEL ADVISORS LLC | -16,313 | -45.2% | 19,816 |
| UBS Group AG | -5,988 | -76.5% | 1,842 |
| MORGAN STANLEY | -1,100 | -34.9% | 2,053 |
| Tower Research Capital LLC (TRC) | -336 | -50.7% | 327 |
| ROYAL BANK OF CANADA | -32 | -1.7% | 1,844 |
| Caitong International Asset Managem | -2 | -6.5% | 29 |