NeoVolta Ownership | Who Owns NeoVolta?

NeoVolta Ownership Summary

NeoVolta is owned by 20.42% institutional investors, 11.55% insiders, and 68.02% retail investors. Legacy wealth managment, llc/id is the largest institutional shareholder, holding 16.58% of NEOV shares. Vanguard Institutional Extnd Mkt Idx Tr is the top mutual fund, with 0.73% of its assets in NeoVolta shares.

NEOV Ownership Benchmark

Type	Name	% Inst	% Insiders	% Retail
Stock	NeoVolta	20.42%	11.55%	68.02%
Sector	Industrials Stocks	47.63%	12.54%	39.83%
Industry	Electrical Equipment Stocks	30.79%	16.75%	52.46%
Idea	Energy Storage Stocks List	25.85%	17.15%	57.00%

Institutional Shareholders

Top Institutional Shareholders by Total Shares

Holder	Shares	% Holding	Value
Legacy wealth managment, llc/id	5.67M	16.58%	$17.23M
Vanguard group	473.76K	1.39%	$1.44M
Sovran advisors	457.69K	1.34%	$1.57M
Blackrock funding, inc. /de	434.55K	1.27%	$1.32M
Blackrock	418.47K	1.26%	$1.10M
Geode capital management	329.75K	0.96%	$1.00M
Bip wealth	226.22K	0.66%	$687.72K
State street	125.26K	0.37%	$558.68K
Northern trust	94.09K	0.28%	$419.66K
Marshall wace, llp	83.59K	0.25%	$372.81K

Top Institutional Shareholders by % of Total Assets

Holder	Shares	% Assets	Value
Legacy wealth managment, llc/id	5.67M	8.25%	$17.23M
Sovran advisors	457.69K	0.13%	$1.57M
Bip wealth	226.22K	0.02%	$687.72K
Centennial wealth advisory	10.10K	0.01%	$30.70K
Bridgeway capital management	52.20K	0.01%	$232.81K
Mgo one seven	36.80K	0.00%	$111.87K
Marshall wace, llp	83.59K	0.00%	$372.81K
Tower research capital llc (trc)	2.27K	0.00%	$10.11K
Truist financial	42.42K	0.00%	$128.94K
Cetera investment advisers	12.50K	0.00%	$55.75K

Top Buyers

Holder	Shares	% Assets	Change
Sovran advisors	457.69K	0.13%	225.52K
Legacy wealth managment, llc/id	5.67M	8.25%	169.82K
Marshall wace, llp	83.59K	0.00%	83.59K
Truist financial	42.42K	0.00%	42.42K
Susquehanna group, llp	14.81K	-	14.81K

Top Sellers

Holder	Shares	% Assets	Change
Ubs group	65.86K	-	-116.60K
Goldman sachs group	-	-	-113.62K
Rossby financial, lcc	-	-	-104.00K
Arlington financial advisors	-	-	-58.00K
Schonfeld strategic advisors	-	-	-35.54K

New Positions

Holder	Shares	% Assets	Change	Value
Marshall wace, llp	83.59K	0.00%	83.59K	$372.81K
Truist financial	42.42K	0.00%	42.42K	$128.94K
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
Citigroup	-18.00
Wells fargo & company/mn	-221.00
Riggs asset managment	-600.00
Raymond james financial	-1.49K
Point72 (difc)	-1.60K

Institutional Ownership Trends

Date	Holdings	Change %	Shares	Change %	Ownership	Change %	Increased Position	Change %	Decreased Position	Change %
Dec 31, 2025	10	-60.00%	6,983,480	-11.20%	20	3.73%	5	-66.67%	1	-66.67%
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	-

Top Mutual Funds Shareholders

Holder	Shares	% Holding	Change
Vanguard Institutional Extnd Mkt Idx Tr	312.76K	0.73%	-
Fidelity Extended Market Index	158.25K	0.37%	6.23K
iShares Micro-Cap ETF	79.46K	0.19%	17.69K
BlackRock Extended Equity Market K	49.25K	0.15%	-21.00
Blackrock Extended Mkt Fund CF	56.51K	0.13%	56.51K
Bridgeway Ultra-Small Company	52.20K	0.12%	-
Fidelity Total Market Index	50.56K	0.12%	-
Extended Equity Market Fund K	48.47K	0.11%	31.00
NewDeal Invest, kl n	48.10K	0.11%	48.10K
Spartan Extended Market Index Pool E	32.33K	0.10%	5.31K

Recent Insider Transactions

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

Insider Transactions Trends

Date	Buy	Sell
2026 Q1	-	-
2025 Q4	-	1
2025 Q1	-	-
2024 Q4	-	-
2024 Q2	-	-

NEOV Ownership FAQ

Who Owns NeoVolta?

NeoVolta shareholders are primarily institutional investors at 20.42%, followed by 11.55% insiders and 68.03% retail investors. The average institutional ownership in NeoVolta's industry, Electrical Equipment Stocks, is 30.79%, which NeoVolta falls below.

Who owns the most shares of NeoVolta?

NeoVolta’s largest shareholders are Legacy wealth managment, llc/id (5.67M shares, 16.58%), Vanguard group (473.76K shares, 1.39%), and Sovran advisors (457.69K shares, 1.34%). Together, they hold 19.30% 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 8.25% of its assets in 5.67M NeoVolta shares, valued at 17.23M$.

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 0.73% of its total shares outstanding invested in 312.76K NeoVolta shares.

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