Who owns NeoVolta Inc.?
Prices and market caps: Cboe delayed data, at least 15 minutes delayed. Not real-time. Fundamentals from company filings.
Institutional ownership of NEOV from SEC Form 13F filings across 40 reporting managers. All positions are from one synchronized reporting period — 2026-06-30 books, filed up to 45 days after quarter end — so every row is comparable.
As of the 2026-06-30 reporting period, 40 institutions disclosed 15.3M shares of NeoVolta Inc. worth $47.4M — about 37.9% of shares outstanding; the largest disclosed holder is Legacy Wealth Managment, LLC/ID. Source: SEC Form 13F filings, parsed by EvidInvest.
40
13F holders
$47.4M
value, 2026 filers
37.9%
of shares outstanding (15.3M sh)
18
new positions (2026 filers)
Top institutional holders
ordered by shares owned · positions as of 2026-06-30 · % of fund = share of the manager's own book · % of co. = share of NEOV's shares outstanding
| # | Manager | Shares | Value | % of fund | % of co. | Δ shares QoQ |
|---|---|---|---|---|---|---|
| 1 | Legacy Wealth Managment, LLC/ID | 4.9M | $15.4M | 6.4% | 12.2% | -8.0% |
| 2 | MARSHALL WACE, LLP | 2.0M | $6.2M | 0.0% | 4.9% | +1467.9% |
| 3 | VANGUARD CAPITAL MANAGEMENT LLC | 1.9M | $6.1M | 0.0% | 4.8% | +15.6% |
| 4 | AWM Investment Company, Inc.NEW | 1.6M | $5.2M | 0.4% | 4.1% | new |
| 5 | Alyeska Investment Group, L.P.NEW | 1.6M | $4.9M | 0.0% | 3.9% | new |
| 6 | BlackRock, Inc. | 518,297 | $1.6M | 0.0% | 1.3% | +5.6% |
| 7 | GEODE CAPITAL MANAGEMENT, LLC | 438,387 | $1.4M | 0.0% | 1.1% | +18.1% |
| 8 | Arosa Capital Management LPNEW | 320,000 | $1.0M | 0.2% | 0.8% | new |
| 9 | RENAISSANCE TECHNOLOGIES LLCNEW | 263,751 | $830,816 | 0.0% | 0.7% | new |
| 10 | VANGUARD FIDUCIARY TRUST CO | 219,931 | $692,783 | 0.0% | 0.5% | -5.9% |
| 11 | BIP Wealth, LLC | 214,159 | $674,601 | 0.0% | 0.5% | 0.0% |
| 12 | HRT FINANCIAL LPNEW | 178,411 | $561 | 0.0% | 0.4% | new |
| 13 | UBS Group AG | 173,800 | $547,470 | 0.0% | 0.4% | -27.3% |
| 14 | CITADEL ADVISORS LLCNEW | 158,461 | $499,152 | 0.0% | 0.4% | new |
| 15 | STATE STREET CORP | 149,164 | $469,867 | 0.0% | 0.4% | 0.0% |
| 16 | Scientech Research LLCNEW | 107,676 | $339,179 | 0.3% | 0.3% | new |
| 17 | MGO ONE SEVEN LLCNEW | 88,500 | $278,775 | 0.0% | 0.2% | new |
| 18 | NORTHERN TRUST CORP | 84,514 | $266,219 | 0.0% | 0.2% | -26.1% |
| 19 | RAYMOND JAMES FINANCIAL INCNEW | 38,790 | $122,189 | 0.0% | 0.1% | new |
| 20 | Centiva Capital, LPNEW | 32,996 | $103,937 | 0.0% | 0.1% | new |
| 21 | GOLDMAN SACHS GROUP INC | 32,381 | $102,000 | 0.0% | 0.1% | -49.1% |
| 22 | Keel Point, LLCNEW | 32,355 | $101,918 | 0.0% | 0.1% | new |
| 23 | Sovran Advisors, LLC | 24,509 | $49,263 | 0.0% | 0.1% | 0.0% |
| 24 | SIMPLEX TRADING, LLC | 23,721 | $74,721 | 0.0% | 0.1% | +2972.7% |
| 25 | GROUP ONE TRADING LLCNEW | 20,289 | $63,910 | 0.0% | 0.1% | new |
Source: SEC Form 13F-HR filings (institutional managers over $100M in US-listed positions). 13Fs disclose long positions only, up to 45 days after quarter end; each manager's latest filed quarter is shown per row and dollar values are the manager's filed marks. Aggregates labeled "2026 filers" count only managers whose latest book is a 2026 quarter. Related: valuation · options positioning · supply chain. Research, not investment advice.