NEOV · NeoVolta Inc. · Shareholders & Ownership
Every disclosed holder of NEOV in one list: 13F institutions, Schedule 13D and 13G filers, insiders (Forms 3, 4 and 5) and registered funds, each from its own latest filing. Holders nest by CIK and SEC reporting links, never by name, and each is summed once.
Who Owns NEOV
13F quarter Sep 30, 2026, combined view: filers that have not filed yet carry their Jun 30, 2026 positions| Holder group | Shares | % Out |
|---|---|---|
| Institutional (13F) | 15,491,533 | 26.25% |
| Insiders (Forms 3, 4, 5) | 4,661,190 | 7.90% |
| 13D/G-only blocks | 6,204,185 | 10.51% |
| Remaining | 32,656,339 | 55.34% |
| Registered funds (N-PORT, not summed) | 2,374,883 | 4.02% |
Shares outstanding: 59,013,247, the issuer's latest cover-page count restated onto today's split basis.
13D/G-only counts each filer's latest 13D or 13G that no 13F report of the listing contains, that names no 13F filer and that no counted insider files. Funds are never summed: their shares sit inside their advisers' 13F reports.
Holders of NEOV
| # | Holder | Shares | As of | Notes |
|---|---|---|---|---|
| 1 |
Legacy Wealth Managment, LLC/ID
13F
CIK 2045082 · Registered investment adviser · Jun 30, 2026
Classes NEOV, NEOVW, carried, not yet filed for the newest quarter
|
4,912,291 | ||
| 2 |
|
4,500,000 | ||
| 3 |
|
3,550,000 | ||
| 4 |
MARSHALL WACE, LLP
13F
CIK 1318757 · Exempt reporting adviser · Jun 30, 2026
carried, not yet filed for the newest quarter
|
1,975,423 | ||
| 5 |
VANGUARD CAPITAL MANAGEMENT LLC
13F
CIK 2100119 · Registered investment adviser · Jun 30, 2026
carried, not yet filed for the newest quarter
|
1,948,140 | ||
| 6 |
Davidson Kempner Capital Management LP
13G
CIK 1595082 · Registered investment adviser · Jan 22, 2026
Rule 13d-1(c), passive investor
|
1,704,185 | ||
| 7 |
AWM Investment Company, Inc.
13F
CIK 1535264 · Registered investment adviser · Jun 30, 2026
carried, not yet filed for the newest quarter
|
1,645,557 | ||
| 8 |
Alyeska Investment Group, L.P.
13F
CIK 1453072 · Registered investment adviser · Jun 30, 2026
carried, not yet filed for the newest quarter
|
1,550,000 | ||
| 9 |
VANGUARD TOTAL STOCK MARKET INDEX FUND
Fund
S000002848 · Registered fund · Jun 30, 2026
VANGUARD INDEX FUNDS, not summed
|
1,485,500 | ||
| 10 |
|
840,000 | ||
| 11 |
BlackRock, Inc.
13F
CIK 2012383 · Holding company · Jun 30, 2026
carried, not yet filed for the newest quarter
|
518,297 | ||
| 11.1 |
iShares Micro-Cap ETF
Fund
S000004439 · Registered fund · Jun 30, 2026
iShares Trust, not summed
|
116,358 | ||
| 12 |
GEODE CAPITAL MANAGEMENT, LLC
13F
CIK 1214717 · Registered investment adviser · Jun 30, 2026
carried, not yet filed for the newest quarter
|
438,387 | ||
| 13 |
VANGUARD EXTENDED MARKET INDEX FUND
Fund
S000002841 · Registered fund · Jun 30, 2026
VANGUARD INDEX FUNDS, not summed
|
374,101 | ||
| 14 |
Arosa Capital Management LP
13F
CIK 1596053 · Registered investment adviser · Jun 30, 2026
carried, not yet filed for the newest quarter
|
320,000 | ||
| 15 |
RENAISSANCE TECHNOLOGIES LLC
13F
CIK 1037389 · Registered investment adviser · Jun 30, 2026
carried, not yet filed for the newest quarter
|
263,751 | ||
| 16 |
VANGUARD FIDUCIARY TRUST CO
13F
CIK 933478 · Unknown · Jun 30, 2026
carried, not yet filed for the newest quarter
|
219,931 | ||
| 17 |
BIP Wealth, LLC
13F
CIK 1590214 · Unknown · Jun 30, 2026
carried, not yet filed for the newest quarter
|
214,159 | ||
| 18 |
HRT FINANCIAL LP
13F
CIK 1475597 · Unknown · Jun 30, 2026
carried, not yet filed for the newest quarter
|
178,411 | ||
| 19 |
UBS Group AG
13F
CIK 1610520 · Bank · Jun 30, 2026
Classes NEOV, NEOVW, carried, not yet filed for the newest quarter
|
174,800 | ||
| 20 |
CITADEL ADVISORS LLC
13F
CIK 1423053 · Registered investment adviser · Jun 30, 2026
carried, not yet filed for the newest quarter
|
158,461 | ||
| 21 |
|
149,164 | ||
| 22 |
|
126,190 | ||
| 23 |
Warberg Asset Management LLC
13F
CIK 1597506 · Unknown · Jun 30, 2026
carried, not yet filed for the newest quarter
|
125,321 | ||
| 24 |
Scientech Research LLC
13F
CIK 2011556 · Unknown · Jun 30, 2026
carried, not yet filed for the newest quarter
|
107,676 | ||
| 25 |
MGO ONE SEVEN LLC
13F
CIK 1731444 · Registered investment adviser · Jun 30, 2026
carried, not yet filed for the newest quarter
|
88,500 | ||
| 26 |
NORTHERN TRUST CORP
13F
CIK 73124 · Bank · Jun 30, 2026
carried, not yet filed for the newest quarter
|
84,514 | ||
| 27 |
|
70,000 | ||
| 28 |
Clear Street Group Inc.
13F
CIK 1881567 · Unknown · Jun 30, 2026
carried, not yet filed for the newest quarter
|
50,944 | ||
| 29 |
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC
13F
CIK 1632972 · Unknown · Sep 30, 2026
|
40,019 | ||
| 30 |
RAYMOND JAMES FINANCIAL INC
13F
CIK 720005 · Unknown · Jun 30, 2026
carried, not yet filed for the newest quarter
|
38,790 | ||
| 31 |
|
37,500 | ||
| 32 |
|
37,500 | ||
| 33 |
Centiva Capital, LP
13F
CIK 1692507 · Registered investment adviser · Jun 30, 2026
carried, not yet filed for the newest quarter
|
32,996 | ||
| 34 |
GOLDMAN SACHS GROUP INC
13F
CIK 886982 · Holding company · Jun 30, 2026
carried, not yet filed for the newest quarter
|
32,381 | ||
| 35 |
Keel Point, LLC
13F
CIK 1386935 · Registered investment adviser · Jun 30, 2026
carried, not yet filed for the newest quarter
|
32,355 | ||
| 36 |
Walleye Capital LLC
13F
CIK 1758720 · Registered investment adviser · Jun 30, 2026
carried, not yet filed for the newest quarter
|
25,544 | ||
| 37 |
VANGUARD INSTITUTIONAL TOTAL STOCK MARKET INDEX FUND
Fund
S000002855 · Registered fund · Jun 30, 2026
VANGUARD INSTITUTIONAL INDEX FUNDS, not summed
|
25,063 | ||
| 38 |
Sovran Advisors, LLC
13F
CIK 2051471 · Registered investment adviser · Jun 30, 2026
carried, not yet filed for the newest quarter
|
24,509 | ||
| 39 |
SIMPLEX TRADING, LLC
13F
CIK 1488542 · Unknown · Jun 30, 2026
carried, not yet filed for the newest quarter
|
23,721 | ||
| 40 |
VANGUARD BALANCED INDEX FUND
Fund
S000002560 · Registered fund · Jun 30, 2026
VANGUARD VALLEY FORGE FUNDS, not summed
|
22,341 | ||
| 41 |
GROUP ONE TRADING LLC
13F
CIK 932540 · Broker-dealer · Jun 30, 2026
carried, not yet filed for the newest quarter
|
20,289 | ||
| 42 |
Mariner, LLC
13F
CIK 1373442 · Registered investment adviser · Jun 30, 2026
carried, not yet filed for the newest quarter
|
16,000 | ||
| 43 |
Tower Research Capital LLC (TRC)
13F
CIK 1533421 · Unknown · Jun 30, 2026
carried, not yet filed for the newest quarter
|
12,584 | ||
| 44 |
JANE STREET GROUP, LLC
13F
CIK 1595888 · Unknown · Jun 30, 2026
carried, not yet filed for the newest quarter
|
12,381 | ||
| 45 |
SUSQUEHANNA INTERNATIONAL GROUP, LLP
13F
CIK 1446194 · Unknown · Jun 30, 2026
carried, not yet filed for the newest quarter
|
12,297 | ||
| 46 |
Centennial Wealth Advisory LLC
13F
CIK 1839421 · Registered investment adviser · Sep 30, 2026
|
10,100 | ||
| 47 |
MORGAN STANLEY
13F
CIK 895421 · Holding company · Jun 30, 2026
carried, not yet filed for the newest quarter
|
9,407 | ||
| 48 |
JPMORGAN CHASE & CO
13F
CIK 19617 · Bank · Jun 30, 2026
carried, not yet filed for the newest quarter
|
9,322 | ||
| 49 |
Vanguard Global Advisers, LLC
13F
CIK 1811242 · Registered investment adviser · Jun 30, 2026
carried, not yet filed for the newest quarter
|
8,810 | ||
| 50 |
1290 VT Micro Cap Portfolio
Fund
S000044688 · Registered fund · Jun 30, 2026
EQ Advisors Trust, not summed
|
7,943 |
Shares are restated onto today's split basis. Change compares each row with the same holder's previous filing in the same source; a dash means there is none to compare. Nested 13D/G, insider and fund rows are not summed, since a 13F report already holds them.
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