NEOV · NeoVolta Inc.

$3.34 -0.21 (-5.92%) At close · Aug 28

Market Cap

$151.63M

42.71M

Institutional ownership from SEC Form 13F filings. Investment managers with more than $100 million in U.S. equities must disclose their positions every quarter, within 45 days of quarter-end, so the holdings shown can lag the market by up to a quarter.

Quarter:

Holders: 44

Total Value: $48,607,568

Total Shares: 15,650,564

Institutional Ownership Trend

23 quarters

Holder Concentration

Across 44 13F filers · Δ vs Mar 31, 2026

Top Holder

31.7%

−19.0 pts

Top 5

77.9%

−0.9 pts

Top 10

89.3%

−0.6 pts

HHI

1,582

Moderately concentrated−1,331

Quarterly Activity

vs Mar 31, 2026

New

Increased

Decreased

Sold Out

Unchanged

Holder count: +5

Institutional value: +50.3%

Shares held: +45.7%

Top Buyers

vs Mar 31, 2026

Institution	Added	Now Holds
Large MARSHALL WACE, LLP	+1,849,432	1,975,423
Mega VANGUARD CAPITAL MANAGEMENT LLC	+262,219	1,948,140
Mega GEODE CAPITAL MANAGEMENT, LLC	+67,169	438,387
Mega BlackRock, Inc.	+27,281	518,297
Mid SIMPLEX TRADING, LLC	+22,949	23,721

Top Sellers

vs Mar 31, 2026

Institution	Sold	Now Holds
Micro Legacy Wealth Managment, LLC/ID	−428,509	4,912,291
Mega SUSQUEHANNA INTERNATIONAL GROUP, LLP	−111,570	101,797
Mega BARCLAYS PLC	−108,518	9
Mega UBS Group AG	−65,128	174,800
Mega GOLDMAN SACHS GROUP INC	−31,262	32,381

Top New Positions

vs Mar 31, 2026

Institution	Acquired	Value (USD)
Mid AWM Investment Company, Inc.	1,645,557	$5,183,504
Large Alyeska Investment Group, L.P.	1,550,000	$4,882,500
Small Arosa Capital Management LP	320,000	$1,008,000
Large RENAISSANCE TECHNOLOGIES LLC	263,751	$830,815
Mega CITADEL ADVISORS LLC	180,761	$569,397

Top Sold-Out Positions

vs Mar 31, 2026

Institution	Previously Held	Last Value (USD)
Mid Davidson Kempner Capital Management LP	400,000	$1,232,000
Mega MILLENNIUM MANAGEMENT LLC	259,900	$800,492
Mid 683 Capital Management, LLC	170,000	$523,600
Large Hudson Bay Capital Management LP	59,182	$182,280
Large Schonfeld Strategic Advisors LLC	50,718	$156,211

Filter: New 18 Increased 9 Reduced 10 Sold out 13 Unchanged 7

Showing 51 of 51

All Common Calls Puts

Compact Export CSV

Holder

Value (USD)

% of 13F

Legacy Wealth Managment, LLC/ID

$15,424,022

31.73%

4,896,515

MARSHALL WACE, LLP

$6,222,582

12.80%

1,975,423

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Marshall Wace North America L.P. joint	1,975,423	$6,222,582	100.0%	Other

VANGUARD CAPITAL MANAGEMENT LLC

$6,136,641

12.62%

1,948,140

AWM Investment Company, Inc.

$5,183,504

10.66%

1,645,557

Alyeska Investment Group, L.P.

$4,882,500

10.04%

1,550,000

BlackRock, Inc.

$1,632,634

3.36%

518,297

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
BlackRock Investment Management, LLC	7,943	$25,020	1.5%	Sole
BlackRock Fund Advisors	116,358	$366,527	22.5%	Sole
BlackRock Institutional Trust Company, N.A.	393,996	$1,241,087	76.0%	Sole

GEODE CAPITAL MANAGEMENT, LLC

$1,380,918

2.84%

438,387

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
GEODE CAPITAL MANAGEMENT TRUST COMPANY, LLC	70,265	$221,334	16.0%	Defined
Held directly	368,122	$1,159,584	84.0%	Defined

Arosa Capital Management LP

$1,008,000

2.07%

320,000

RENAISSANCE TECHNOLOGIES LLC

$830,815

1.71%

263,751

VANGUARD FIDUCIARY TRUST CO

$692,782

1.43%

219,931

BIP Wealth, LLC

$674,600

1.39%

214,159

HRT FINANCIAL LP

$561,994

1.16%

178,411

UBS Group AG

$547,469

1.13%

173,800

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
UBS AG	137,801	$434,073	79.3%	Defined
UBS Switzerland AG	35,999	$113,396	20.7%	Defined

CITADEL ADVISORS LLC

$499,152

1.03%

158,461

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Citadel Securities GP LLC	158,461	$499,152	100.0%	Defined

STATE STREET CORP

$469,866

0.97%

149,164

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
STATE STREET GLOBAL ADVISORS TRUST COMPANY	149,164	$469,866	100.0%	Defined

Scientech Research LLC

$339,179

0.70%

107,676

MGO ONE SEVEN LLC

$278,775

0.57%

88,500

NORTHERN TRUST CORP

$266,219

0.55%

84,514

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
NORTHERN TRUST CO joint	84,514	$266,219	100.0%	Defined

SUSQUEHANNA INTERNATIONAL GROUP, LLP

$240,660

0.50%

76,400

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
SUSQUEHANNA SECURITIES, LLC	76,400	$240,660	100.0%	Other

JANE STREET GROUP, LLC

$183,645

0.38%

58,300

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Jane Street Capital, LLC	58,300	$183,645	100.0%	Defined

RAYMOND JAMES FINANCIAL INC

$122,188

0.25%

38,790

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
RAYMOND JAMES & ASSOCIATES	37,790	$119,038	97.4%	Defined
Raymond James Financial Services Advisors, Inc.	1,000	$3,150	2.6%	Defined

Centiva Capital, LP

$103,937

0.21%

32,996

GOLDMAN SACHS GROUP INC

$102,000

0.21%

32,381

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
GOLDMAN SACHS & CO. LLC	32,381	$102,000	100.0%	Defined

Keel Point, LLC

$101,918

0.21%

32,355

Sovran Advisors, LLC

$77,203

0.16%

24,509

SIMPLEX TRADING, LLC

$74,721

0.15%

23,721

CITADEL ADVISORS LLC

$70,245

0.14%

22,300

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Citadel Securities GP LLC	22,300	$70,245	100.0%	Defined

GROUP ONE TRADING LLC

$63,910

0.13%

20,289

INDEPENDENT FINANCIAL GROUP, LLC

$58,527

0.12%

18,580

Mariner, LLC

$50,400

0.10%

16,000

SUSQUEHANNA INTERNATIONAL GROUP, LLP

$41,265

0.08%

13,100

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
SUSQUEHANNA SECURITIES, LLC	13,100	$41,265	100.0%	Other

Tower Research Capital LLC (TRC)

$39,639

0.08%

12,584

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Latour Trading LLC (Latour)	12,584	$39,639	100.0%	Defined

JANE STREET GROUP, LLC

$39,000

0.08%

12,381

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Jane Street Capital, LLC	3,641	$11,469	29.4%	Defined
Jane Street Global Trading, LLC	8,740	$27,531	70.6%	Defined

SUSQUEHANNA INTERNATIONAL GROUP, LLP

$38,735

0.08%

12,297

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
SUSQUEHANNA SECURITIES, LLC	12,297	$38,735	100.0%	Other

JANE STREET GROUP, LLC

$33,075

0.07%

10,500

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Jane Street Capital, LLC	10,500	$33,075	100.0%	Defined

Centennial Wealth Advisory LLC

$31,815

0.07%

10,100

MORGAN STANLEY

$29,631

0.06%

9,407

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
MORGAN STANLEY CAPITAL SERVICES, LLC	5,586	$17,595	59.4%	Defined
MORGAN STANLEY SMITH BARNEY LLC	3,821	$12,036	40.6%	Defined

JPMORGAN CHASE & CO

$29,364

0.06%

9,322

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
JPMorgan Chase Bank, N.A.	9,322	$29,364	100.0%	Defined

Vanguard Global Advisers, LLC

$27,751

0.06%

8,810

WELLS FARGO & COMPANY/MN

$11,166

0.02%

3,545

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
WELLS FARGO CLEARING SERVICES, LLC	3,545	$11,166	100.0%	Defined

Allworth Financial LP

$2,992

0.01%

950

FMR LLC

$1,660

0.00%

527

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Fidelity Management & Research Co LLC	527	$1,660	100.0%	Defined

HARBOUR INVESTMENTS, INC.

$315

0.00%

100

Caitong International Asset Management Co., Ltd

$126

0.00%

BARCLAYS PLC

$28

0.00%

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
BARCLAYS CAPITAL INC.	9	$28	100.0%	Defined

Walleye Capital LLC NEOVW

—

25,544

Warberg Asset Management LLC NEOVW

—

125,321

UBS Group AG NEOVW

—

1,000

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
UBS Securities LLC	1,000	$0	—	Defined

Legacy Wealth Managment, LLC/ID NEOVW

—

15,776

Clear Street Group Inc. NEOVW

—

50,944

OSAIC HOLDINGS, INC. NEOVW

—

1,000

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
OSAIC WEALTH, INC.	1,000	$0	—	Defined

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
683 Capital Partners, LP	170,000	$523,600	100.0%	Defined

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Hudson Bay Capital UK LLP	59,182	$182,280	100.0%	Defined

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
TRUIST BANK /NC/	37,416	$115,241	88.2%	Defined
Truist Advisory Services, Inc.	5,000	$15,400	11.8%	Defined

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
BOFA SECURITIES, INC.	38,187	$117,615	100.0%	Defined

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Brevan Howard US Investment Management, LP	12,510	$38,530	100.0%	Defined

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Squarepoint Capital LLP	11,173	$34,412	100.0%	Defined

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Citigroup Financial Products Inc. joint	4,953	$15,255	100.0%	Defined

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
RBC Capital Markets, LLC	899	$2,768	100.0%	Defined

Key facts CIK 1748137 CUSIP 640655106 13F (30d) 43 filings 43 filers Visit website Investor relations