NeoVolta Ownership | Who Owns NeoVolta?
NeoVolta Ownership Summary
NeoVolta is owned by 37.95% institutional investors, 17.50% insiders, and 44.55% retail investors. Legacy wealth managment, llc/id is the largest institutional shareholder, holding 15.21% of NEOV shares. Vanguard Morn Total Stk Mkt Idx Investor is the top mutual fund, with 2.71% of its assets in NeoVolta shares.
NEOV Ownership Benchmark
| Type | Name | % Inst | % Insiders | % Retail |
|---|---|---|---|---|
| Stock | NeoVolta | 37.95% | 17.50% | 44.55% |
| Sector | Industrials Stocks | 68.69% | 16.25% | 15.07% |
| Industry | Electrical Equipment Stocks | 55.37% | 15.63% | 29.00% |
| Idea | Energy Storage Stocks List | 43.68% | 14.68% | 41.64% |
Institutional Shareholders
Top Institutional Shareholders by Total Shares
| Holder | Shares | % Holding | Value |
|---|---|---|---|
| Legacy wealth managment, llc/id | 5.33M | 15.21% | $16.40M |
| Sovran advisors | 1.30M | 2.71% | $2.99M |
| Ubs group | 1.22M | 2.55% | $3.17M |
| Blackrock funding, inc. /de | 491.02K | 1.40% | $1.51M |
| Vanguard group | 473.76K | 1.39% | $1.44M |
| Blackrock | 418.47K | 1.26% | $1.10M |
| Geode capital management | 568.35K | 1.19% | $1.48M |
| Vanguard fiduciary trust | 233.62K | 0.67% | $719.53K |
| Bip wealth | 214.16K | 0.61% | $659.61K |
| Susquehanna group, llp | 200.17K | 0.57% | $616.51K |
Top Institutional Shareholders by % of Total Assets
| Holder | Shares | % Assets | Value |
|---|---|---|---|
| Legacy wealth managment, llc/id | 5.33M | 8.15% | $16.40M |
| Sovran advisors | 1.30M | 0.21% | $2.99M |
| Bip wealth | 214.16K | 0.03% | $659.61K |
| Centennial wealth advisory | 10.10K | 0.01% | $31.11K |
| Almanack investment partners, llc. | 21.00K | 0.01% | $54.60K |
| Chicago partners investment group | 110.97K | 0.00% | $239.68K |
| Mgo one seven | 88.50K | 0.00% | $230.10K |
| Stonex group | 17.48K | 0.00% | $63.03K |
| Jefferies financial group | 32.50K | 0.00% | $84.50K |
| Marshall wace, llp | 125.99K | 0.00% | $388.05K |
Top Buyers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Sovran advisors | 1.30M | 0.21% | 1.27M |
| Ubs group | 1.22M | 0.00% | 1.05M |
| Vanguard fiduciary trust | 233.62K | 0.00% | 233.62K |
| Susquehanna group, llp | 200.17K | 0.00% | 200.17K |
| Geode capital management | 568.35K | 0.00% | 129.97K |
Top Sellers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Davidson kempner capital management lp | - | - | -400.00K |
| Legacy wealth managment, llc/id | 5.33M | 8.15% | -344.06K |
| Millennium management | - | - | -259.90K |
| 683 capital management | - | - | -170.00K |
| Rossby financial, lcc | - | - | -104.00K |
New Positions
| Holder | Shares | % Assets | Change | Value |
|---|---|---|---|---|
| Vanguard fiduciary trust | 233.62K | 0.00% | 233.62K | $719.53K |
| Susquehanna group, llp | 200.17K | 0.00% | 200.17K | $616.51K |
| Chicago partners investment group | 110.97K | 0.00% | 110.97K | $239.68K |
| Goldman sachs group | 63.64K | - | 63.64K | $196.02K |
| Kestra advisory services | 55.00K | 0.00% | 55.00K | $143.00K |
Sold Out
| Holder | Change |
|---|---|
| Wells fargo & company/mn | -221.00 |
| Quarry lp | -531.00 |
| Riggs asset managment | -600.00 |
| Royal bank of canada | -899.00 |
| Raymond james financial | -1.49K |
Institutional Ownership Trends
| Date | Holdings | Change % | Shares | Change % | Ownership | Change % | Increased Position | Change % | Decreased Position | Change % |
|---|---|---|---|---|---|---|---|---|---|---|
| Jun 30, 2026 | 45 | 21.62% | 15,250,379 | 45.42% | 37 | 5.57% | 25 | 19.05% | 8 | -20.00% |
| Mar 31, 2026 | 36 | 9.09% | 10,448,762 | 22.08% | 29 | 4.76% | 20 | 5.26% | 10 | 66.67% |
| 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% |
Top Mutual Funds Shareholders
| Holder | Shares | % Holding | Change |
|---|---|---|---|
| Vanguard Morn Total Stk Mkt Idx Investor | 1.49M | 2.71% | - |
| Vanguard Total Stock Mkt Idx Inv | 1.49M | 2.71% | - |
| Vanguard MStar Total Stk Mkt Idx Invest | 1.49M | 2.52% | - |
| Vanguard Institutional Extnd Mkt Idx Tr | 415.24K | 0.98% | - |
| Fidelity Extended Market Index | 236.75K | 0.40% | 51.06K |
| iShares Micro-Cap ETF | 145.31K | 0.25% | - |
| Extended Equity Market Fund K | 87.00K | 0.23% | 38.54K |
| BlackRock Global Equity Mkt Netrl Instl | 71.63K | 0.19% | - |
| Blackrock Extended Mkt Fund CF | 102.18K | 0.19% | - |
| First Trust NASDAQ® Cln Edge® GrnEngyETF | 100.52K | 0.17% | - |
Recent Insider Transactions
| Date | Name | Role | Activity | Value |
|---|---|---|---|---|
| Sep 30, 2026 | Hass John A | - | Buy | $65.25K |
| Jun 11, 2026 | Hass John A | - | Buy | $48.00K |
| Jun 01, 2026 | Bond Steve | Executive Vice President | Buy | $85.63K |
| May 19, 2026 | Bond Steve | Executive Vice President | Buy | $98.13K |
| Oct 08, 2025 | Willson Brent | - | Sell | $5.00K |
Insider Transactions Trends
| Date | Buy | Sell |
|---|---|---|
| 2026 Q2 | 3 | - |
| 2026 Q1 | - | - |
| 2025 Q4 | - | 1 |
| 2025 Q1 | - | - |
| 2024 Q4 | - | - |
NEOV Ownership FAQ
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