NEOVOLTA INC (NEOV)
Institutional ownership reported to the SEC as of Q2 2026, across 23 quarters.
Institutions report 15,071,968 shares against 42,711,301 outstanding. Shares only - option lines are excluded, which is why this can be compared with the company at all. The count comes from the cover page of the company's own most recent report, so it is dated when that was filed rather than at quarter end. Share count carried from an earlier filing (cy2026q1i).
Options share is the part of reported value carried in derivative lines rather than shares. A high figure means institutions are expressing a view on this security without owning much of it.
Holders
| Filer | Value | Shares | Their book | Held | Change |
|---|---|---|---|---|---|
| Legacy Wealth Managment, LLC/ID | $15.4M | 4,896,515 | 6.35% | 8q | -8.0%-$1.3M |
| MARSHALL WACE, LLP | $6.2M | 1,975,423 | 0.00% | 4q | +1467.9%+$5.8M |
| VANGUARD CAPITAL MANAGEMENT LLC | $6.1M | 1,948,140 | 0.00% | 2q | +15.6%+$826.0K |
| AWM Investment Company, Inc. | $5.2M | 1,645,557 | 0.45% | new | NEW |
| Alyeska Investment Group, L.P. | $4.9M | 1,550,000 | 0.01% | new | NEW |
| BlackRock, Inc. | $1.6M | 518,297 | 0.00% | 8q | +5.6%+$85.9K |
| GEODE CAPITAL MANAGEMENT, LLC | $1.4M | 438,387 | 0.00% | 16q | +18.1%+$211.7K |
| Arosa Capital Management LP | $1.0M | 320,000 | 0.18% | new | NEW |
| RENAISSANCE TECHNOLOGIES LLC | $830.8K | 263,751 | 0.00% | new | NEW |
| VANGUARD FIDUCIARY TRUST CO | $692.8K | 219,931 | 0.00% | 2q | -5.9%-$43.1K |
| BIP Wealth, LLC | $674.6K | 214,159 | 0.02% | 12q | HELD |
| CITADEL ADVISORS LLC | $569.4K | 158,461 | 0.00% | new | NEW |
| UBS Group AG | $547.5K | 173,800 | 0.00% | 8q | -27.3%-$205.2K |
| STATE STREET CORP | $469.9K | 149,164 | 0.00% | 14q | HELD |
| Scientech Research LLC | $339.2K | 107,676 | 0.27% | new | NEW |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | $320.7K | 12,297 | 0.00% | 2q | -93.9%-$4.9M |
| MGO ONE SEVEN LLC | $278.8K | 88,500 | 0.00% | new | NEW |
| NORTHERN TRUST CORP | $266.2K | 84,514 | 0.00% | 16q | -26.1%-$93.9K |
| JANE STREET GROUP, LLC | $255.7K | 12,381 | 0.00% | new | NEW |
| RAYMOND JAMES FINANCIAL INC | $122.2K | 38,790 | 0.00% | new | NEW |
| Centiva Capital, LP | $103.9K | 32,996 | 0.00% | new | NEW |
| GOLDMAN SACHS GROUP INC | $102.0K | 32,381 | 0.00% | 2q | -49.1%-$98.5K |
| Keel Point, LLC | $101.9K | 32,355 | 0.01% | new | NEW |
| SIMPLEX TRADING, LLC | $74.7K | 23,721 | 0.00% | 2q | +2972.7%+$72.3K |
| GROUP ONE TRADING LLC | $63.9K | 20,289 | 0.00% | new | NEW |
| INDEPENDENT FINANCIAL GROUP, LLC | $58.5K | 18,580 | 0.00% | new | NEW |
| Mariner, LLC | $50.4K | 16,000 | 0.00% | new | NEW |
| Sovran Advisors, LLC | $49.3K | 24,509 | 0.00% | 7q | HELD |
| Tower Research Capital LLC (TRC) | $39.6K | 12,584 | 0.00% | 7q | +10564.4%+$39.3K |
| Centennial Wealth Advisory LLC | $31.8K | 10,100 | 0.01% | 8q | HELD |
| MORGAN STANLEY | $29.6K | 9,407 | 0.00% | 12q | -58.9%-$42.5K |
| Vanguard Global Advisers, LLC | $27.8K | 8,810 | 0.00% | 2q | HELD |
| JPMORGAN CHASE & CO | $21.9K | 9,322 | 0.00% | 3q | +35753.8%+$21.8K |
| WELLS FARGO & COMPANY/MN | $11.2K | 3,545 | 0.00% | new | NEW |
| Allworth Financial LP | $3.0K | 950 | 0.00% | 7q | HELD |
| FMR LLC | $1.7K | 527 | 0.00% | 5q | +686.6%+$1.4K |
| HRT FINANCIAL LP | $561 | 178,411 | 0.00% | new | NEW |
| HARBOUR INVESTMENTS, INC. | $315 | 100 | 0.00% | 7q | HELD |
| Caitong International Asset Management Co., Ltd | $126 | 40 | 0.00% | new | NEW |
| BARCLAYS PLC | $28 | 9 | 0.00% | 3q | -100.0%-$337.6K |
Five percent filings
Anyone crossing 5% of a company must say so within days - far sooner than the next quarterly holdings report. A 13D declares an intent to influence the company; a 13G is the passive version. See all activist filings →
| Filed | Form | Filer | % of class |
|---|---|---|---|
| 2026-08-14 | 13G/A | Infinite Grid Capital, LPwith 1 co-filers | 7.6% |
Quarter by quarter
Coverage begins with the quarter ending 2018-12-31. Earlier filings exist only as occasional late amendments, too sparse to describe a market, so they are not shown.
| Quarter | Holders | Value | Shares | New | Added | Trimmed | Options |
|---|---|---|---|---|---|---|---|
| Q2 2026 | 39 | $48.0M | 15,071,968 | 16 | 8 | 8 | 1.2% |
| Q1 2026 | 36 | $32.3M | 10,486,949 | 11 | 7 | 10 | 0.1% |
| Q4 2025 | 32 | $26.1M | 8,542,626 | 9 | 10 | 4 | 0.0% |
| Q3 2025 | 25 | $35.0M | 7,864,030 | 6 | 8 | 3 | 0.0% |
| Q2 2025 | 23 | $37.9M | 11,480,590 | 2 | 5 | 6 | 0.0% |
| Q1 2025 | 22 | $12.9M | 5,933,175 | 2 | 9 | 4 | 0.0% |
| Q4 2024 | 30 | $34.5M | 9,284,466 | 13 | 10 | 2 | 0.0% |
| Q3 2024 | 15 | $40.5M | 8,540,568 | 3 | 3 | 2 | 0.0% |
| Q2 2024 | 13 | $4.2M | 1,582,426 | 2 | 2 | 3 | 0.0% |
| Q1 2024 | 14 | $1.9M | 1,650,500 | 3 | 2 | 2 | 0.0% |
| Q4 2023 | 17 | $2.7M | 1,667,375 | 3 | 6 | 0 | 0.0% |
| Q3 2023 | 14 | $4.0M | 1,588,457 | 2 | 2 | 2 | 0.0% |
| Q2 2023 | 13 | $4.5M | 1,380,692 | 0 | 5 | 3 | 0.0% |
| Q1 2023 | 13 | $2.9M | 1,139,566 | 1 | 4 | 1 | 0.0% |
| Q4 2022 | 13 | $2.4M | 876,821 | 2 | 4 | 1 | 0.0% |
| Q3 2022 | 16 | $5.6M | 1,122,280 | 14 | 1 | 0 | 0.0% |
| Q2 2022 | 3 | $80.8K | 21,000 | 0 | 0 | 2 | 0.0% |
| Q1 2022 | 3 | $157.9K | 27,270 | 0 | 0 | 0 | 0.0% |
| Q4 2021 | 2 | $168.0K | 24,000 | 0 | 0 | 0 | 0.0% |
| Q3 2021 | 2 | $168.0K | 24,000 | 1 | 0 | 0 | 0.0% |
| Q2 2021 | 2 | $207.0K | 31,500 | 1 | 0 | 0 | 0.0% |
| Q1 2021 | 1 | $109.0K | 19,000 | 0 | 1 | 0 | 0.0% |
| Q4 2020 | 2 | $86.8K | 20,000 | 2 | 0 | 0 | 0.0% |