Innovate Corp.: which funds bought and sold

Institutions that bought and sold Innovate shares in Q2 2026, from the holdings they reported to the SEC on Form 13F for March 31, 2026 and June 30, 2026.

Between March 31, 2026 and June 30, 2026, 35 institutions that filed 13F reports for both quarters added to or opened positions in Innovate, and 9 cut or closed them. Together they added a net 735K shares, +30.6% on what they held at the start of the quarter. Active managers and hedge funds on our list were net buyers of 178K shares (+159.1%); index fund managers were net buyers of 431K shares (+86.5%). 23 opened a new position and 3 sold out entirely.

Bought, Q2 2026 35 institutions, 23 of them new holders Sold, Q2 2026 9 institutions, 3 of them sold out

Net change, all compared +735K shares (+30.6%)

Net change, active managers +178K shares (+159.1%), 5 bought, 1 sold

Buyers versus sellers

institutions compared, 52

35 bought 8 9 sold

Active managers and hedge funds 5 bought · 1 sold · +178K

Index fund managers 9 bought · 0 sold · +431K

Other institutions 21 bought · 8 sold · +126K

Biggest buyers

by change in shares held

Biggest buyers
Institution	Change in shares	Shares June 30, 2026	Value
Blackrock, Inc. Index funds	+263K +289.3%	354K	$6.6M
Marshall Wace, LLP Hedge fund	+108K New position	108K	$2M
Bank Of America Corp	+67K +415.9%	83K	$1.6M
Renaissance Technologies LLC Hedge fund	+57K New position	57K	$1.1M
Vanguard Portfolio Management LLC Index funds	+39K New position	39K	$729,418
Geode Capital Management, LLC Index funds	+39K +42.9%	129K	$2.4M
State Street Corp Index funds	+35K +73.3%	83K	$1.5M
Northern Trust Corp Index funds	+30K +238.3%	43K	$799,767
Strs Ohio	+22K New position	22K	$401,405
Franklin Resources Inc Active manager	+18K New position	18K	$332,046
Jane Street Group, LLC	+16K New position	16K	$307,402
Bank Of New York Mellon Corp	+15K New position	15K	$273,776
Charles Schwab Investment Management Inc Index funds	+14K New position	14K	$252,754
Bridgeway Capital Management, LLC Active manager	+12K +46.0%	37K	$681,455
Deutsche Bank Ag\	+5,593 New position	5,593	$104,421
New York State Common Retirement Fund	+5,400 New position	5,400	$100,818
Wells Fargo & Company	+5,032 New position	5,032	$93,947
Rhumbline Advisers Index funds	+4,619 +461900.0%	4,620	$86,249
Vanguard Capital Management LLC Index funds	+4,511 +2.0%	229K	$4.3M
Citigroup Inc	+2,614 New position	2,614	$48,803

Biggest buyers, active managers and hedge funds
Institution	Change in shares	Shares June 30, 2026	Value
Marshall Wace, LLP Hedge fund	+108K New position	108K	$2M
Renaissance Technologies LLC Hedge fund	+57K New position	57K	$1.1M
Franklin Resources Inc Active manager	+18K New position	18K	$332,046
Bridgeway Capital Management, LLC Active manager	+12K +46.0%	37K	$681,455
FMR LLC Active manager	+1 New position	1	$19

Biggest sellers

by change in shares held

Biggest sellers
Institution	Change in shares	Shares June 30, 2026	Value
Citadel Advisors LLC Hedge fund	−16K −45.2%	20K	$369,965
Susquehanna International Group, LLP	−11K Sold out	0	—
UBS Group AG	−5,988 −76.5%	1,842	$34,390
Vanguard Global Advisers, LLC	−5,691 Sold out	0	—
Morgan Stanley	−1,100 −34.9%	2,053	$38,329
Tower Research Capital LLC (TRC)	−336 −50.7%	327	$6,105
Osaic Holdings, Inc.	−150 Sold out	0	—
Royal Bank Of Canada	−32 −1.7%	1,844	$34,000
Caitong International Asset Management Co., Ltd	−2 −6.5%	29	$541

New positions

largest by value

Institution	Shares	Value June 30, 2026
Marshall Wace, LLPHedge fund	108K	$2M
Renaissance Technologies LLCHedge fund	57K	$1.1M
Vanguard Portfolio Management LLCIndex funds	39K	$729,418
Strs Ohio	22K	$401,405
Franklin Resources IncActive manager	18K	$332,046
Jane Street Group, LLC	16K	$307,402
Bank Of New York Mellon Corp	15K	$273,776
Charles Schwab Investment Management IncIndex funds	14K	$252,754
Deutsche Bank Ag\	5,593	$104,421
New York State Common Retirement Fund	5,400	$100,818

Sold out

largest by value

Institution	Shares	Value March 31, 2026
Susquehanna International Group, LLP	11K	$61,776
Vanguard Global Advisers, LLC	5,691	$32,325
Osaic Holdings, Inc.	150	$852

Who holds the shares

13F holdings at June 30, 2026

Institutions reporting: 49
Ten largest holders: 85.1%
Index fund managers: 29.6%
Active managers and hedge funds: 9.3%

Buying and selling by type of institution, March 31, 2026 to June 30, 2026
Type	Bought	Sold	New	Sold out	Net change in shares	Net %
Active managers and hedge funds	5	1	4	0	+178K	+159.1%
Index fund managers	9	0	2	0	+431K	+86.5%
Other institutions	21	8	17	3	+126K	+7.0%

Active managers and hedge funds: a list we maintain of about 400 well-known stock-picking firms and hedge funds, matched by SEC registration number (CIK) and checked against the filer names each quarter. Index fund managers: the large index houses, such as BlackRock, Vanguard, State Street, Geode and Northern Trust. Every other filer (banks, brokers, wealth managers, pension funds, insurers and firms not on the list) counts as another institution. A firm that files under several SEC registrations appears once for each.

What these filings can and cannot tell you

Form 13F lists the long positions in US-listed shares held by investment managers with more than $100 million in such holdings. Managers file it up to 45 days after each quarter ends, so this page shows what funds held at the end of each quarter, not what they are doing now: a position may have changed since. Short positions, most derivatives and smaller managers are not included, and a cut can mean a fund lost clients or rebalanced rather than a view on Innovate.

Only managers that filed a holdings report for both quarters are compared (52 here). 1 other holder is left out: first-time or late filers, firms that changed their SEC registration, and filings that withheld positions under confidential treatment, any of which would otherwise look like a new position or a sale. Figures are as reported by each manager in the SEC's quarterly 13F data sets; option positions are excluded.

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