NeoVolta Ownership | Who Owns NeoVolta?

NeoVolta Ownership Summary

NeoVolta is owned by 2.91% institutional investors, 14.05% insiders, and 83.04% retail investors. Legacy wealth managment, llc/id is the largest institutional shareholder, holding 16.37% of NEOV shares. Vanguard Institutional Extnd Mkt Idx Tr is the top mutual fund, with 0.92% of its assets in NeoVolta shares.

NEOV Ownership Benchmark

Type	Name	% Inst	% Insiders	% Retail
Stock	NeoVolta	2.91%	14.05%	83.04%
Sector	Industrials Stocks	46.77%	12.62%	40.60%
Industry	Electrical Equipment Stocks	25.42%	18.45%	56.13%
Idea	Energy Storage Stocks List	25.96%	20.07%	53.97%

Institutional Shareholders

Top Institutional Shareholders by Total Shares

Holder	Shares	% Holding	Value
Legacy wealth managment, llc/id	5.50M	16.37%	$24.53M
Vanguard group	458.99K	1.37%	$2.05M
Blackrock funding, inc. /de	425.78K	1.27%	$1.90M
Blackrock	418.47K	1.26%	$1.10M
Geode capital management	320.36K	0.95%	$1.43M
Sovran advisors	232.17K	0.69%	$935.65K
Bip wealth	226.22K	0.67%	$1.01M
Ubs group	182.46K	0.54%	$813.77K
State street	125.26K	0.37%	$558.68K
Northern trust	94.09K	0.28%	$419.66K

Top Institutional Shareholders by % of Total Assets

Holder	Shares	% Assets	Value
Legacy wealth managment, llc/id	5.50M	11.09%	$24.53M
Sovran advisors	232.17K	0.08%	$935.65K
Bip wealth	226.22K	0.05%	$1.01M
Centennial wealth advisory	10.10K	0.01%	$45.05K
Bridgeway capital management	52.20K	0.01%	$232.81K
Mgo one seven	36.80K	0.00%	$164.13K
Marshall wace, llp	83.59K	0.00%	$372.81K
Tower research capital llc (trc)	2.27K	0.00%	$10.11K
Northern trust	94.09K	0.00%	$419.66K
Geode capital management	320.36K	0.00%	$1.43M

Top Buyers

Holder	Shares	% Assets	Change
Legacy wealth managment, llc/id	5.50M	11.09%	932.21K
Marshall wace, llp	83.59K	0.00%	83.59K
Sovran advisors	232.17K	0.08%	65.25K
Vanguard group	458.99K	-	47.52K
Mgo one seven	36.80K	0.00%	36.80K

Top Sellers

Holder	Shares	% Assets	Change
Ubs group	182.46K	0.00%	-128.85K
Goldman sachs group	-	-	-113.62K
Rossby financial, lcc	-	-	-104.00K
Truist financial	-	-	-65.00K
Arlington financial advisors	-	-	-58.00K

New Positions

Holder	Shares	% Assets	Change	Value
Marshall wace, llp	83.59K	0.00%	83.59K	$372.81K
Mgo one seven	36.80K	0.00%	36.80K	$164.13K
Susquehanna group, llp	14.81K	-	14.81K	$77.18K
Cetera investment advisers	12.50K	0.00%	12.50K	$55.75K
Qube research	10.78K	-	10.78K	$48.06K

Sold Out

Holder	Change
Wells fargo & company/mn	-221.00
Riggs asset managment	-600.00
Raymond james financial	-1.49K
Point72 (difc)	-1.60K
Beacon capital management	-5.00K

Institutional Ownership Trends

Date	Holdings	Change %	Shares	Change %	Ownership	Change %	Increased Position	Change %	Decreased Position	Change %
Sep 30, 2025	7	-68.18%	977,266	-91.48%	2	0.25%	4	-55.56%	-	-100.00%
Jun 30, 2025	23	4.55%	11,480,590	93.07%	34	10.92%	9	-25.00%	7	75.00%
Mar 31, 2025	22	-26.67%	5,946,185	-35.96%	17	2.27%	12	-53.85%	4	100.00%
Dec 31, 2024	30	100.00%	9,284,466	8.71%	27	4.23%	26	188.89%	2	-
Sep 30, 2024	15	15.38%	8,540,568	439.71%	25	113.33%	9	80.00%	2	-

Top Mutual Funds Shareholders

Holder	Shares	% Holding	Change
Vanguard Institutional Extnd Mkt Idx Tr	312.76K	0.92%	-89.90K
Fidelity Extended Market Index	154.47K	0.45%	-770.00
iShares Micro-Cap ETF	65.53K	0.19%	-
Bridgeway Ultra-Small Company	52.20K	0.15%	-
Fidelity Total Market Index	51.01K	0.15%	-109.00
BlackRock Extended Equity Market K	49.25K	0.15%	-21.00
Extended Equity Market Fund K	47.78K	0.14%	-954.00
Fidelity Series Total Market Index	40.90K	0.12%	-
Spartan Extended Market Index Pool E	32.33K	0.10%	5.31K
Spartan Extended Market Index Pool F	32.62K	0.10%	1.27K

Recent Insider Transactions

Date	Name	Role	Activity	Value
Oct 08, 2025	Willson Brent	-	Sell	$5.00K

Insider Transactions Trends

Date	Buy	Sell
2025 Q4	-	1
2025 Q1	-	-
2024 Q4	-	-
2024 Q2	-	-
2023 Q4	-	-

NEOV Ownership FAQ

Who Owns NeoVolta?

NeoVolta shareholders are primarily institutional investors at 2.91%, followed by 14.05% insiders and 83.04% retail investors. The average institutional ownership in NeoVolta's industry, Electrical Equipment Stocks, is 25.42%, which NeoVolta falls below.

Who owns the most shares of NeoVolta?

NeoVolta’s largest shareholders are Legacy wealth managment, llc/id (5.5M shares, 16.37%), Vanguard group (458.99K shares, 1.37%), and Blackrock funding, inc. /de (425.78K shares, 1.27%). Together, they hold 19.01% of NeoVolta’s total shares outstanding.

Does Blackrock own NeoVolta?

Yes, BlackRock owns 1.26% of NeoVolta, totaling 418.47K shares as of Jun 2024. This represents 0% of BlackRock's total assets, with a market value of 1.1M$. In the last quarter, BlackRock increased its holdings by 3.77K shares, a 0.91% change.

Who is NeoVolta’s biggest shareholder by percentage of total assets invested?

Legacy wealth managment, llc/id is NeoVolta’s biggest shareholder by percentage of total assets invested, with 11.09% of its assets in 5.5M NeoVolta shares, valued at 24.53M$.

Who is the top mutual fund holder of NeoVolta shares?

Vanguard Institutional Extnd Mkt Idx Tr is the top mutual fund holder of NeoVolta shares, with 0.92% of its total shares outstanding invested in 312.76K NeoVolta shares.

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