As of the latest SEC filings, INNOVATE Corp. (VATE) is held by 12 institutional funds. The largest fund shareholder is VANGUARD TOTAL STOCK MARKET INDEX FUND (VTI), holding an estimated $899,723.36 in market value, representing a significant portion of its portfolio.
Funds holding INNOVATE Corp. (VATE)
Source: SEC Form N-PORT institutional portfolio disclosures
- Ticker:
- VATE
- CIK:
- 0001006837
| Fund | Type | Manager | Weight | Market Value | Shares |
Report Date
|
Filing Date
|
|---|---|---|---|---|---|---|---|
|
VTI
VANGUARD TOTAL STOCK MARKET INDEX FUND
|
ETF | Vanguard | 0.00% | $899,723.36 | 158,402 | Mar 31, 2026 | May 28, 2026 |
|
VEMPX
VANGUARD EXTENDED MARKET INDEX FUND
|
ETF | Vanguard | 0.00% | $373,482.72 | 65,754 | Mar 31, 2026 | May 28, 2026 |
|
BRSIX
Ultra-Small Company Market Fund
|
MF | Independent / Boutique | 0.12% | $142,000.00 | 25,000 | Mar 31, 2026 | May 21, 2026 |
|
FSMAX
Fidelity Extended Market Index Fund
|
MF | Fidelity | 0.00% | $132,213.80 | 24,946 | Feb 28, 2026 | Apr 24, 2026 |
|
FSKAX
Fidelity Total Market Index Fund
|
MF | Fidelity | 0.00% | $123,611.90 | 23,323 | Feb 28, 2026 | Apr 24, 2026 |
|
FCFMX
Fidelity Series Total Market Index Fund
|
MF | Fidelity | 0.00% | $92,527.40 | 17,458 | Feb 28, 2026 | Apr 24, 2026 |
|
GCCSX
The Gabelli Small Cap Growth Fund
|
MF | GAMCO / Gabelli | 0.00% | $88,040.00 | 15,500 | Mar 31, 2026 | Jun 1, 2026 |
|
IWC
iShares Micro-Cap ETF
|
ETF | BlackRock / iShares | 0.01% | $87,131.20 | 15,340 | Mar 31, 2026 | May 28, 2026 |
|
WEMMX
TETON Westwood Mighty Mites Fund
|
MF | Independent / Boutique | 0.02% | $39,760.00 | 7,000 | Mar 31, 2026 | Jun 1, 2026 |
|
GGMMX
Gabelli Global Mini Mites Fund
|
MF | Independent / Boutique | 0.06% | $14,200.00 | 2,500 | Mar 31, 2026 | Jun 1, 2026 |
|
-
1290 VT Micro Cap Portfolio
|
ETF | Independent / Boutique | 0.00% | $5,884.48 | 1,036 | Mar 31, 2026 | May 26, 2026 |
|
GUG
Guggenheim Active Allocation Fund
|
CEF | Guggenheim | 0.00% | $153.70 | 29 | Feb 27, 2026 | Apr 29, 2026 |
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