DOSSIER · 13F Holders · Q2 2026
NEOV

NEOVOLTA INC

41 institutions still hold NEOVOLTA INC as of Q2 2026. Tracked across SEC 13F-HR filings, with insider and 13D/G activity surfaced alongside.

CUSIP 640655106·41 13F holders·last filed Jun 30, 2026
Market cap
13F value held
$47M
visible holders
Holders
41
filers reporting
Concentration
32.58%
Legacy Wealth Managment, LLC/ID #1
top holder share
AI Holders Summary · Q2 2026

NeoVolta's entire tracked institutional ownership consists of two firms. Independent Financial Group opened a brand-new $58,527 position this quarter, 18,580 shares — the only new money the stock has seen. Centennial Wealth Advisory, the sole pre-existing holder, made no change at all: its 10,100 shares are identical to last quarter's count. Combined, the two positions total just $90,342 in tracked institutional value, making NeoVolta one of the thinnest-covered names in this dataset.

A stock still building its institutional record

Combined, these two positions represent the entirety of NeoVolta's tracked institutional ownership — $90,342 in total value. That's not enough data to characterize a trend, a rotation, or a consensus view; it's simply two firms, one adding fresh capital and one holding steady.

Analysis generated by 13F Insight from SEC Form 13F filing data · Q2 2026. Methodology

Top holders

Sorted by position value. Source: SEC EDGAR 13F-HR filings.

#HolderValueShares% port.Quarter
01
Legacy Wealth Managment, LLC/ID
CIK 0002045082
$15M4.9M6.35%Q2 2026
02
MARSHALL WACE, LLP
CIK 0001318757
$6M2.0M0.00%Q2 2026
03
VANGUARD CAPITAL MANAGEMENT LLC
CIK 0002100119· Index
$6M1.9M0.00%Q2 2026
04
AWM Investment Company, Inc.
CIK 0001535264
$5M1.6M0.45%Q2 2026
05
Alyeska Investment Group, L.P.
CIK 0001453072
$5M1.6M0.01%Q2 2026
06
BlackRock, Inc.
CIK 0002012383
$2M518K0.00%Q2 2026
07
GEODE CAPITAL MANAGEMENT, LLC
CIK 0001214717· Index
$1M438K0.00%Q2 2026
08
Arosa Capital Management LP
CIK 0001596053
$1M320K0.18%Q2 2026
09
RENAISSANCE TECHNOLOGIES LLC
CIK 0001037389
$831K264K0.00%Q2 2026
10
VANGUARD FIDUCIARY TRUST CO
CIK 0000933478· Index
$693K220K0.00%Q2 2026
11
BIP Wealth, LLC
CIK 0001590214
$675K214K0.02%Q2 2026
12
683 Capital Management, LLC
CIK 0001404574
$589K194K0.03%Q4 2025
13
CITADEL ADVISORS LLC
CIK 0001423053
$569K181K0.00%Q2 2026
14
UBS Group AG
CIK 0001610520
$547K174K0.00%Q2 2026
15
STATE STREET CORP
CIK 0000093751
$470K149K0.00%Q2 2026
16
SUSQUEHANNA INTERNATIONAL GROUP, LLP
CIK 0001446194· Market maker
$321K102K0.00%Q2 2026
17
MGO ONE SEVEN LLC
CIK 0001731444
$279K89K0.00%Q2 2026
18
NORTHERN TRUST CORP
CIK 0000073124· Index
$266K85K0.00%Q2 2026
19
RAYMOND JAMES FINANCIAL INC
CIK 0000720005
$122K39K0.00%Q2 2026
20
Centiva Capital, LP
CIK 0001692507
$104K33K0.00%Q2 2026
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Insiders at NEOVOLTA INC
Bond SteveNealis JingEnzendorfer ThomasIbrahim AmanyJohnson Henry ArdesWillson BrentMendik MichaelHass John A