NEOVOLTA INC (NEOV) Institutional Shareholders
NEOVOLTA INC (NEOV) is currently reported in institutional portfolios tracked by InsiderSet based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026. The institutional investors covered on this page collectively reported approximately $48.00M in NEOV holdings during the latest filing period.
Legacy Wealth Managment, Llc/Id is currently the largest disclosed institutional shareholder of NEOV tracked by InsiderSet, reporting ownership valued at approximately $15.42M in its June 30, 2026 SEC Form 13F filing. Based on current market prices and the latest disclosed share count, the position is now estimated to be worth approximately $16.70M, representing an estimated gain of +8.25% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 90% of the total disclosed NEOV value among the investors covered in this analysis. Major shareholders include Legacy Wealth Managment, Llc/Id, Marshall Wace, Llp, Vanguard Capital Management Llc, and several other long-term asset managers with concentrated positions in NEOVOLTA INC (NEOV).
This page ranks the largest institutional NEOV shareholders using publicly disclosed SEC Form 13F data, including reported values, estimated current holding values, portfolio allocation percentages, ownership concentration metrics, and historical holding changes across major hedge funds and investment firms.
Institutional Holders
40
Total Reported Value
$48.00M
Largest Holder
Legacy Wealth Managment, Llc/Id
Largest Position
$15.42M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
59
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Legacy Wealth Managment, Llc/Id | 6.36% | 4,896,515 | $15,424,022 | $16,697,116 | +$1,273,094 | +8.25% | |
| Marshall Wace, Llp | 0.01% | 1,975,423 | $6,222,583 | $6,736,192 | +$513,609 | +8.25% | |
| Vanguard Capital Management Llc | 0.00% | 1,948,140 | $6,136,641 | $6,643,157 | +$506,516 | +8.25% | |
| Awm Investment Company, Inc. | 0.45% | 1,645,557 | $5,183,505 | $5,611,349 | +$427,844 | +8.25% | |
| Alyeska Investment Group, L.P. | 0.01% | 1,550,000 | $4,882,500 | $5,285,500 | +$403,000 | +8.25% | |
| Blackrock, Inc. | 0.00% | 518,297 | $1,632,635 | $1,767,393 | +$134,758 | +8.25% | |
| Geode Capital Management, Llc | 0.00% | 438,387 | $1,381,537 | $1,494,900 | +$113,363 | +8.21% | |
| Arosa Capital Management Lp | 0.88% | 320,000 | $1,008,000 | $1,091,200 | +$83,200 | +8.25% | |
| Renaissance Technologies LLC | Jim Simons | 0.00% | 263,751 | $830,816 | $899,391 | +$68,575 | +8.25% |
| Vanguard Fiduciary Trust Co | 0.00% | 219,931 | $692,783 | $749,965 | +$57,182 | +8.25% | |
| Bip Wealth, Llc | 0.02% | 214,159 | $674,601 | $730,282 | +$55,681 | +8.25% | |
| Hrt Financial Lp | 0.00% | 178,411 | $561,000 | $608,382 | +$47,382 | +8.45% | |
| Ubs Group Ag | 0.00% | 173,800 | $547,470 | $592,658 | +$45,188 | +8.25% | |
| Citadel Advisors Llc | 0.00% | 158,461 | $499,152 | $540,352 | +$41,200 | +8.25% | |
| State Street Corp | 0.00% | 149,164 | $469,867 | $508,649 | +$38,782 | +8.25% | |
| Scientech Research Llc | 0.27% | 107,676 | $339,179 | $367,175 | +$27,996 | +8.25% | |
| Mgo One Seven Llc | 0.00% | 88,500 | $278,775 | $301,785 | +$23,010 | +8.25% | |
| Northern Trust Corp | 0.00% | 84,514 | $266,219 | $288,193 | +$21,974 | +8.25% | |
| Raymond James Financial Inc | 0.00% | 38,790 | $122,189 | $132,274 | +$10,085 | +8.25% | |
| Centiva Capital, Lp | 0.00% | 32,996 | $103,937 | $112,516 | +$8,579 | +8.25% | |
| Goldman Sachs Group Inc | 0.00% | 32,381 | $102,000 | $110,419 | +$8,419 | +8.25% | |
| Keel Point, Llc | 0.01% | 32,355 | $101,918 | $110,331 | +$8,413 | +8.25% | |
| Simplex Trading, Llc | 0.00% | 23,721 | $74,721 | $80,889 | +$6,168 | +8.25% | |
| Group One Trading Llc | 0.00% | 20,289 | $63,910 | $69,185 | +$5,275 | +8.25% | |
| Independent Financial Group, Llc | 0.00% | 18,580 | $58,527 | $63,358 | +$4,831 | +8.25% | |
| Mariner, Llc | 0.00% | 16,000 | $50,400 | $54,560 | +$4,160 | +8.25% | |
| Sovran Advisors, Llc | 0.00% | 24,509 | $49,263 | $83,576 | +$34,313 | +69.65% | |
| Tower Research Capital Llc (Trc) | 0.00% | 12,584 | $39,640 | $42,911 | +$3,271 | +8.25% | |
| Jane Street Group, Llc | 0.00% | 12,381 | $39,000 | $42,219 | +$3,219 | +8.25% | |
| Susquehanna International Group, Llp | 0.00% | 12,297 | $38,736 | $41,933 | +$3,197 | +8.25% | |
| Centennial Wealth Advisory Llc | 0.01% | 10,100 | $31,815 | $34,441 | +$2,626 | +8.25% | |
| Morgan Stanley | 0.00% | 9,407 | $29,632 | $32,078 | +$2,446 | +8.25% | |
| Vanguard Global Advisers, Llc | 0.00% | 8,810 | $27,752 | $30,042 | +$2,290 | +8.25% | |
| Jpmorgan Chase & Co | 0.00% | 9,322 | $21,907 | $31,788 | +$9,881 | +45.10% | |
| Wells Fargo & Company/Mn | 0.00% | 3,545 | $11,167 | $12,088 | +$921 | +8.25% | |
| Allworth Financial Lp | 0.00% | 950 | $2,993 | $3,240 | +$247 | +8.24% | |
| Fmr Llc | 0.00% | 527 | $1,660 | $1,797 | +$137 | +8.26% | |
| Harbour Investments, Inc. | 0.00% | 100 | $315 | $341 | +$26 | +8.25% | |
| Caitong International Asset Management Co., Ltd | 0.00% | 40 | $126 | $136 | +$10 | +8.25% | |
| Barclays Plc | 0.00% | 9 | $28 | $31 | +$3 | +9.61% |
Frequently asked questions about NEOV
Who owns the most NEOV stock?
The largest holders of NEOV are typically major institutional investors such as asset managers and hedge funds reporting on Form 13F. The table above ranks tracked superinvestors by reported position size using the latest available filings for NEOVOLTA INC (NEOV).
Is NEOV widely held by superinvestors?
Many widely followed stocks like NEOV appear across numerous superinvestor portfolios because of liquidity, index inclusion, and fundamentals. The holder count and table above show how broadly NEOV is represented among the institutional managers we track.
What do “Current Estimated Value”, “Gain/loss Since Filing”, and “Estimated Portfolio Performance” mean?
Current Estimated Value is reported share quantity from the latest 13F times our most recent split-adjusted U.S. session close. Gain/loss Since Filing is that estimate minus the reported 13F dollar value; Estimated Portfolio Performance is that difference as a percent of the reported value. Green means the estimate is above the filing value; red means below (not purchase cost). If many filers share the same implied filing price per share, the performance % may match across rows. These are not official fund marks or live quotes.