NEOV
NeoVolta Inc.Company with tickers: NEOV, NEOVW
CIK
1748137
CUSIP
640655106
Shares Outstanding
54,906,423
13F Activity (30d)
32 filings
30 filers
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.
Holders: 36
Total Value: $32,340,439
Total Shares: 10,500,149
Institutional Ownership Trend
Holder Concentration
Across 36 13F filers · Δ vs Dec 31, 2025Top Holder
50.7%
−15.5 pts
Top 5
78.8%
−7.3 pts
Top 10
89.8%
−4.9 pts
HHI
2,913
Highly concentrated
−1,594
Quarterly Activity
vs Dec 31, 2025
New
14
Increased
7
Decreased
10
Sold Out
11
Unchanged
5
Holder count:
+3
Institutional value:
+24.3%
Shares held:
+22.7%
Top Buyers
vs Dec 31, 2025| Institution | Added | Now Holds | Open |
|---|---|---|---|
| Mega UBS Group AG | +173,068 | 238,928 | |
| Mega BARCLAYS PLC | +106,270 | 108,527 | |
| Large MARSHALL WACE, LLP | +106,036 | 125,991 | |
| Mega BlackRock, Inc. | +56,469 | 491,016 | |
| Mega GEODE CAPITAL MANAGEMENT, LLC | +41,471 | 371,218 |
Top Sellers
vs Dec 31, 2025| Institution | Sold | Now Holds | Open |
|---|---|---|---|
| Small Sovran Advisors, LLC | −433,178 | 24,509 | |
| Micro Legacy Wealth Managment, LLC/ID | −344,059 | 5,325,024 | |
| Large OMERS ADMINISTRATION Corp | −41,600 | 34,000 | |
| Mid 683 Capital Management, LLC | −23,798 | 170,000 | |
| Small BIP Wealth, LLC | −12,066 | 214,159 |
Top New Positions
vs Dec 31, 2025| Institution | Acquired | Value (USD) | Open |
|---|---|---|---|
| Mega VANGUARD CAPITAL MANAGEMENT LLC | 1,685,921 | $5,192,636 | |
| Mid Davidson Kempner Capital Management LP | 400,000 | $1,232,000 | |
| Mega MILLENNIUM MANAGEMENT LLC | 259,900 | $800,492 | |
| Mega VANGUARD FIDUCIARY TRUST CO | 233,615 | $719,534 | |
| Mega SUSQUEHANNA INTERNATIONAL GROUP, LLP | 213,367 | $657,170 |
Top Sold-Out Positions
vs Dec 31, 2025| Institution | Previously Held | Last Value (USD) | Open |
|---|---|---|---|
| Mega VANGUARD GROUP INC | 473,756 | $1,440,217 | |
| Large Qube Research & Technologies Ltd | 64,966 | $197,496 | |
| Mid BRIDGEWAY CAPITAL MANAGEMENT, LLC | 52,200 | $158,688 | |
| Mid MGO ONE SEVEN LLC | 36,800 | $111,872 | |
| Large Point72 Asset Management, L.P. | 33,690 | $102,417 |
| Holder | Value (USD) | % of 13F | Shares | Type | Discretion | Filed | Open | |||
|---|---|---|---|---|---|---|---|---|---|---|
| Micro Legacy Wealth Managment, LLC/ID | $16,401,073 | 50.71% | 5,325,024 | Shares | Sole | 2026-05-07 | ||||
| Mega VANGUARD CAPITAL MANAGEMENT LLC | $5,192,636 | 16.06% | 1,685,921 | Shares | Defined | 2026-05-15 | ||||
| Mega BlackRock, Inc. | $1,512,327 | 4.68% | 491,016 | Shares | Sole | 2026-05-13 | ||||
| Mid Davidson Kempner Capital Management LP | $1,232,000 | 3.81% | 400,000 | Shares | Sole | 2026-05-15 | ||||
| Mega GEODE CAPITAL MANAGEMENT, LLC | $1,143,351 | 3.54% | 371,218 | Shares | Defined | 2026-05-15 | ||||
| Mega MILLENNIUM MANAGEMENT LLC | $800,492 | 2.48% | 259,900 | Shares | Sole | 2026-05-15 | ||||
| Mega UBS Group AG | $735,897 | 2.28% | 238,928 | Shares | Defined | 2026-05-05 | ||||
| Mega VANGUARD FIDUCIARY TRUST CO Bank | $719,534 | 2.22% | 233,615 | Shares | Defined | 2026-05-08 | ||||
| Small BIP Wealth, LLC | $659,609 | 2.04% | 214,159 | Shares | Sole | 2026-04-27 | ||||
| Mega SUSQUEHANNA INTERNATIONAL GROUP, LLP | $616,514 | 1.91% | 200,167 | Shares | Other | 2026-05-15 | ||||
| Mid 683 Capital Management, LLC | $523,600 | 1.62% | 170,000 | Shares | Defined | 2026-05-15 | ||||
| Mega STATE STREET CORP | $459,425 | 1.42% | 149,164 | Shares | Defined | 2026-05-15 | ||||
| Large MARSHALL WACE, LLP | $388,051 | 1.20% | 125,991 | Shares | Other | 2026-05-15 | ||||
| Mega NORTHERN TRUST CORP Bank | $352,135 | 1.09% | 114,330 | Shares | Defined | 2026-05-14 | ||||
| Mega BARCLAYS PLC | $334,262 | 1.03% | 108,527 | Shares | Defined | 2026-05-15 | ||||
| Mega GOLDMAN SACHS GROUP INC | $196,020 | 0.61% | 63,643 | Shares | Defined | 2026-05-15 | ||||
| Large Hudson Bay Capital Management LP | $182,280 | 0.56% | 59,182 | Shares | Defined | 2026-05-13 | ||||
| Large Schonfeld Strategic Advisors LLC | $156,211 | 0.48% | 50,718 | Shares | Sole | 2026-05-15 | ||||
| Large TRUIST FINANCIAL CORP | $130,641 | 0.40% | 42,416 | Shares | Defined | 2026-04-27 | ||||
| Mega BANK OF AMERICA CORP /DE/ Bank | $117,615 | 0.36% | 38,187 | Shares | Defined | 2026-05-18 | ||||
| Large OMERS ADMINISTRATION Corp | $104,720 | 0.32% | 34,000 | Shares | Sole | 2026-05-15 | ||||
| Small Sovran Advisors, LLC | $75,487 | 0.23% | 24,509 | Shares | Sole | 2026-05-01 | ||||
| Mega MORGAN STANLEY | $70,507 | 0.22% | 22,892 | Shares | Defined | 2026-05-15 | ||||
| Mega SUSQUEHANNA INTERNATIONAL GROUP, LLP | $40,656 | 0.13% | 13,200 | Call | Other | 2026-05-15 | ||||
| Mega CHARLES SCHWAB INVESTMENT MANAGEMENT INC | $39,929 | 0.12% | 12,964 | Shares | Sole | 2026-05-15 | ||||
| Mid Brevan Howard Capital Management LP | $38,530 | 0.12% | 12,510 | Shares | Defined | 2026-05-15 | ||||
| Large Squarepoint Ops LLC | $34,412 | 0.11% | 11,173 | Shares | Defined | 2026-05-15 | ||||
| Micro Centennial Wealth Advisory LLC | $31,108 | 0.10% | 10,100 | Shares | Sole | 2026-04-20 | ||||
| Mega Vanguard Global Advisers, LLC | $27,134 | 0.08% | 8,810 | Shares | Defined | 2026-05-08 | ||||
| Mega CITIGROUP INC | $15,255 | 0.05% | 4,953 | Shares | Defined | 2026-05-11 | ||||
| Mid Allworth Financial LP | $2,926 | 0.01% | 950 | Shares | Sole | 2026-05-15 | ||||
| Mega ROYAL BANK OF CANADA Bank | $2,768 | 0.01% | 899 | Shares | Defined | 2026-05-15 | ||||
| Mid SIMPLEX TRADING, LLC | $2,377 | 0.01% | 772 | Shares | Sole | 2026-05-14 | ||||
| Mid Tower Research Capital LLC (TRC) | $363 | 0.00% | 118 | Shares | Other | 2026-05-15 | ||||
| Mid HARBOUR INVESTMENTS, INC. | $308 | 0.00% | 100 | Shares | Sole | 2026-05-15 | ||||
| Mega FMR LLC | $206 | 0.00% | 67 | Shares | Defined | 2026-05-15 | ||||
| Mega JPMORGAN CHASE & CO | $80 | 0.00% | 26 | Shares | Defined | 2026-05-13 | ||||
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