Who owns NeoVolta Inc. (NEOV)
Which tracked institutional funds hold NEOV, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See NEOV company fundamentals →
Ownership as of the 2026-Q1 13F filings (latest filed 2026-05-18). 13F is disclosed up to 45 days after quarter-end, so the most recent quarter fills in over the following weeks.
How the tape is positioned
8 tracked funds added or opened NEOV while 3 trimmed or exited it between 2025-Q4 and 2026-Q1 — the tape is split. When large holders disagree on a name, the funds moving first are sometimes ahead of the story.
A prompt to read the filings, not a verdict. 13F is a quarter-end snapshot disclosed up to 45 days late; a fund adds or exits for mandate, benchmark, and timing reasons that have nothing to do with a view on the stock. This is a starting question, not a signal to trade.
Conviction spread
NEOV’s largest tracked holder by dollar value, Legacy Wealth Managment, LLC/ID, sizes it at 8.2% of its own reported 13F book, while the median holder sizes it at 0.0% of theirs — a 8.2pp conviction gap — its largest holder concentrates the name more heavily than the typical one.
Book-share is each fund’s reported value in NEOV divided by its whole reported 13F book, so it is comparable across funds of different sizes and is unaffected by stock splits. A higher share means a fund has committed more of its book to the name — a starting question about conviction, not a verdict or a signal to trade.
Institutional & insider positioning
Between 2025-Q4 and 2026-Q1, across 39 tracked filers holding NEOV, 22 increased or opened the position and 24 reduced or closed it; over the same quarter, there were no open-market insider Form 4s.
This fuses two public signals for the same quarter — how tracked institutions changed their positions and whether insiders bought or sold in the open market. It describes what was filed; it is a starting question, not a verdict or a signal to trade.
New buyers & exits
Funds opening or closing a position in NEOV between the 2025-Q4 and 2026-Q1 13F filings, and the largest changes among funds holding it in both. New buyers and exits are counted on fund presence (split-invariant); adds and trims are measured on reported value.
New buyers 5
- VANGUARD CAPITAL MANAGEMENT LLC$5M
- Davidson Kempner Capital Management LP$1M
- MILLENNIUM MANAGEMENT LLC$800K
- VANGUARD FIDUCIARY TRUST CO$720K
- SUSQUEHANNA INTERNATIONAL GROUP, LLP$617K
Full exits 1
- VANGUARD GROUP INC$1M
Largest adds
- UBS Group AG$537K
- BARCLAYS PLC$327K
- MARSHALL WACE, LLP$317K
Largest trims
- Sovran Advisors, LLC$2M
- Legacy Wealth Managment, LLC/ID$826K
Institutional holders
One row per tracked fund, largest reported value first. “% of value” is the fund’s share of this security’s tracked institutional value — not of shares outstanding. Rows marked stale are from an earlier filing than the security’s latest quarter — that fund is absent from the newest snapshot (position exited, or reported under a different name).
| Fund | Shares | Reported value | % of value | Quarter |
|---|---|---|---|---|
| Legacy Wealth Managment, LLC/ID added | 5,325,024 | $16M | 32.5% | 2026-Q1 |
| VANGUARD CAPITAL MANAGEMENT LLC new | 1,685,921 | $5M | 10.3% | 2026-Q1 |
| BlackRock, Inc. added | 491,016 | $2M | 3.0% | 2026-Q1 |
| Davidson Kempner Capital Management LP new | 400,000 | $1M | 2.4% | 2026-Q1 |
| GEODE CAPITAL MANAGEMENT, LLC added | 371,218 | $1M | 2.3% | 2026-Q1 |
| MILLENNIUM MANAGEMENT LLC added | 259,900 | $800K | 1.6% | 2026-Q1 |
| UBS Group AG added | 238,928 | $736K | 1.5% | 2026-Q1 |
| VANGUARD FIDUCIARY TRUST CO new | 233,615 | $720K | 1.4% | 2026-Q1 |
| BIP Wealth, LLC trimmed | 214,159 | $660K | 1.3% | 2026-Q1 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP added | 200,167 | $617K | 1.2% | 2026-Q1 |
| 683 Capital Management, LLC trimmed | 170,000 | $524K | 1.0% | 2026-Q1 |
| STATE STREET CORP added | 149,164 | $459K | 0.9% | 2026-Q1 |
| MARSHALL WACE, LLP added | 122,671 | $378K | 0.7% | 2026-Q1 |
| NORTHERN TRUST CORP trimmed | 114,330 | $352K | 0.7% | 2026-Q1 |
| BARCLAYS PLC added | 108,527 | $334K | 0.7% | 2026-Q1 |
| Warberg Asset Management LLC trimmed | 151,162 | $214K | 0.4% | 2026-Q1 |
| GOLDMAN SACHS GROUP INC trimmed | 63,643 | $196K | 0.4% | 2026-Q1 |
| Hudson Bay Capital Management LP added | 59,182 | $182K | 0.4% | 2026-Q1 |
| Schonfeld Strategic Advisors LLC added | 50,718 | $156K | 0.3% | 2026-Q1 |
| TRUIST FINANCIAL CORP | 42,416 | $131K | 0.3% | 2026-Q1 |
| BANK OF AMERICA CORP /DE/ added | 38,187 | $118K | 0.2% | 2026-Q1 |
| OMERS ADMINISTRATION Corp trimmed | 34,000 | $105K | 0.2% | 2026-Q1 |
| Clear Street Group Inc. trimmed | 52,046 | $79K | 0.2% | 2026-Q1 |
| MORGAN STANLEY trimmed | 22,892 | $71K | 0.1% | 2026-Q1 |
| Sovran Advisors, LLC trimmed | 24,509 | $63K | 0.1% | 2026-Q1 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 12,964 | $40K | 0.1% | 2026-Q1 |
| Brevan Howard Capital Management LP new | 12,510 | $39K | 0.1% | 2026-Q1 |
| Walleye Capital LLC new | 24,729 | $38K | 0.1% | 2026-Q1 |
| Squarepoint Ops LLC trimmed | 11,173 | $34K | 0.1% | 2026-Q1 |
| Centennial Wealth Advisory LLC | 10,100 | $31K | 0.1% | 2026-Q1 |
| Vanguard Global Advisers, LLC new | 8,810 | $27K | 0.1% | 2026-Q1 |
| CITIGROUP INC added | 4,953 | $15K | 0.0% | 2026-Q1 |
| ROYAL BANK OF CANADA added | 899 | $3K | 0.0% | 2026-Q1 |
| Allworth Financial LP | 950 | $3K | 0.0% | 2026-Q1 |
| SIMPLEX TRADING, LLC new | 772 | $2K | 0.0% | 2026-Q1 |
| Tower Research Capital LLC (TRC) trimmed | 118 | $363 | 0.0% | 2026-Q1 |
| HARBOUR INVESTMENTS, INC. | 100 | $308 | 0.0% | 2026-Q1 |
| FMR LLC trimmed | 67 | $205 | 0.0% | 2026-Q1 |
| JPMORGAN CHASE & CO trimmed | 26 | $79 | 0.0% | 2026-Q1 |
| Legacy Investment Solutions, LLC added | 4,567,051 | $15M | 29.8% | 2025-Q2 stale |
| VANGUARD GROUP INC added | 473,756 | $1M | 2.9% | 2025-Q4 stale |
| Rossby Financial, LCC trimmed | 104,000 | $343K | 0.7% | 2025-Q2 stale |
| Qube Research & Technologies Ltd added | 64,966 | $197K | 0.4% | 2025-Q4 stale |
| BRIDGEWAY CAPITAL MANAGEMENT, LLC | 52,200 | $159K | 0.3% | 2025-Q4 stale |
| Arlington Financial Advisors, LLC new | 58,000 | $126K | 0.2% | 2025-Q1 stale |
| MGO ONE SEVEN LLC | 36,800 | $112K | 0.2% | 2025-Q4 stale |
| Point72 Asset Management, L.P. new | 33,690 | $102K | 0.2% | 2025-Q4 stale |
| Lighthouse Investment Partners, LLC new | 24,420 | $74K | 0.1% | 2025-Q4 stale |
| CLEAR STREET LLC trimmed | 52,286 | $74K | 0.1% | 2025-Q2 stale |
| JANE STREET GROUP, LLC trimmed | 19,690 | $60K | 0.1% | 2025-Q4 stale |
| Virtu Financial LLC new | 16,223 | $49K | 0.1% | 2025-Q4 stale |
| Cetera Investment Advisers | 12,500 | $38K | 0.1% | 2025-Q4 stale |
| HRT FINANCIAL LP new | 13,212 | $28K | 0.1% | 2025-Q1 stale |
| RAYMOND JAMES FINANCIAL INC new | 1,490 | $5K | 0.0% | 2025-Q2 stale |
| CIBC Private Wealth Group LLC new | 1,000 | $3K | 0.0% | 2025-Q4 stale |
| OSAIC HOLDINGS, INC. | 2,500 | $3K | 0.0% | 2025-Q4 stale |
| Quarry LP new | 531 | $2K | 0.0% | 2025-Q4 stale |
| CONCOURSE FINANCIAL GROUP SECURITIES, INC. | 0 | — | 0.0% | 2025-Q2 stale |
Ownership over time
Tracked institutional holder count and total shares held by filing quarter (independent scales). The curated-era tail and any mid-ingest latest quarter are handled honestly — a partial quarter is not drawn as a collapse.
Reading this table
Funds hold the same stock for different reasons — an index fund “holds” almost everything, an active manager sizes a name to a mandate and a benchmark, and each fund entered at its own price and time. Because 13F is filed up to 45 days after quarter-end, every row is a backward-looking snapshot; a manager may have traded since. Share-class siblings (a company’s A and C shares) are rolled up to one line so a dual-class name is never double-counted. Compare like-for-like. A large holder is not an endorsement, and a fund exiting is not a warning — this is a starting question, not a verdict.
About 13F filings
A Form 13F is a quarterly disclosure that institutional investment managers with over $100 million in US-listed equities must file with the SEC. In plain English: it is a snapshot of the long stock positions a fund held at the end of a quarter. It covers long US-listed equities only — not short positions, options, cash, or private holdings — and the funds shown are the large sample we track, not the complete 13F universe.