13F Insight
DOSSIER · 13F Holders · Q1 2026
NEOV

NEOVOLTA INC

39 institutions still hold NEOVOLTA INC as of Q1 2026. Tracked across SEC 13F-HR filings, with insider and 13D/G activity surfaced alongside.

CUSIP 640655106·39 13F holders·last filed Mar 31, 2026
Market cap
—
13F value held
$32M
visible holders
Holders
39
filers reporting
Concentration
51.78%
Legacy Wealth Managment, LLC/ID #1
top holder share
AI Holders Summary · Q1 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.

Top holders

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

#HolderValueShares% port.Quarter
01
Legacy Wealth Managment, LLC/ID
CIK 0002045082
$16M5.3M8.15%Q1 202602
VANGUARD CAPITAL MANAGEMENT LLC
CIK 0002100119· Index
$5M1.7M0.00%Q1 202603
BlackRock, Inc.
CIK 0002012383
$2M491K0.00%Q1 202604
DAVIDSON KEMPNER CAPITAL MANAGEMENT LP
CIK 0001595082
$1M400K0.02%Q1 202605
GEODE CAPITAL MANAGEMENT, LLC
CIK 0001214717· Index
$1M371K0.00%Q1 202606
MILLENNIUM MANAGEMENT LLC
CIK 0001273087
$800K260K0.00%Q1 202607
UBS Group AG
CIK 0001610520
$736K239K0.00%Q1 202608
VANGUARD FIDUCIARY TRUST CO
CIK 0000933478· Index
$720K234K0.00%Q1 202609
BIP Wealth, LLC
CIK 0001590214
$660K214K0.03%Q1 202610
SUSQUEHANNA INTERNATIONAL GROUP, LLP
CIK 0001446194· Market maker
$657K213K0.00%Q1 202611
683 Capital Management, LLC
CIK 0001404574
$589K194K0.03%Q4 202512
STATE STREET CORP
CIK 0000093751
$459K149K0.00%Q1 202613
NORTHERN TRUST CORP
CIK 0000073124· Index
$352K114K0.00%Q1 202614
BARCLAYS PLC
CIK 0000312069
$334K109K0.00%Q1 202615
GOLDMAN SACHS GROUP INC
CIK 0000886982
$196K64K0.00%Q1 202616
Hudson Bay Capital Management LP
CIK 0001393825
$182K59K0.00%Q1 202617
Schonfeld Strategic Advisors LLC
CIK 0001665241
$156K51K0.00%Q1 202618
TRUIST FINANCIAL CORP
CIK 0000092230
$131K42K0.00%Q1 202619
BANK OF AMERICA CORP /DE/
CIK 0000070858
$118K38K0.00%Q1 202620
OMERS ADMINISTRATION Corp
CIK 0001053321
$105K34K0.00%Q1 2026
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19 more holders available. Log in →
Insiders at NEOVOLTA INC
Bond Steve →Nealis Jing →Enzendorfer Thomas →Ibrahim Amany →Johnson Henry Ardes →Willson Brent →Mendik Michael →Hass John A →