NeoVolta Inc. - NEOV
Detailed investor-level table based on 13F positions.
Methodology:
Market value and % of portfolio use SEC reported VALUE ($000).
For PUT/CALL positions this reflects reported underlying exposure, not premium cash paid/received.
Details.
Rows: 0
| Investor | History | Status | Shares held | Market value ($000) | % of portfolio | Previous % | Rank | Change in shares | % change in shares | Source | Date reported |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Legacy Wealth Managment, LLC/ID | History | Added to | 5,669,083 | 17,234 | 8.25% | 11.09% | 1 | +169,822 | 3.09% | Q4 2025 | Feb 03, 2026 |
| Sovran Advisors, LLC | History | Added to | 457,687 | 1,569 | 0.13% | 0.08% | 2 | +225,516 | 97.13% | Q4 2025 | Jan 20, 2026 |
| VANGUARD GROUP INC | History | Added to | 473,756 | 1,440 | 0.0% | 0.0% | 3 | +14,768 | 3.22% | Q4 2025 | Jan 29, 2026 |
| BlackRock, Inc. | History | Added to | 434,547 | 1,321 | 0.0% | 0.0% | 4 | +8,766 | 2.06% | Q4 2025 | Feb 12, 2026 |
| GEODE CAPITAL MANAGEMENT, LLC | History | Added to | 329,747 | 1,002 | 0.0% | 0.0% | 5 | +9,385 | 2.93% | Q4 2025 | Feb 09, 2026 |
| BIP Wealth, LLC | History | No change | 226,225 | 687 | 0.02% | 0.05% | 6 | 0 | 0.0% | Q4 2025 | Jan 21, 2026 |
| 683 Capital Management, LLC | History | New | 193,798 | 589 | 0.03% | — | 7 | +193,798 | New | Q4 2025 | Feb 17, 2026 |
| STATE STREET CORP | History | Added to | 135,964 | 413 | 0.0% | 0.0% | 8 | +10,700 | 8.54% | Q4 2025 | Feb 13, 2026 |
| NORTHERN TRUST CORP | History | Added to | 114,913 | 349 | 0.0% | 0.0% | 9 | +20,819 | 22.13% | Q4 2025 | Feb 17, 2026 |
| OMERS ADMINISTRATION Corp | History | New | 75,600 | 229 | 0.0% | — | 10 | +75,600 | New | Q4 2025 | Feb 13, 2026 |
| UBS Group AG | History | Reduced | 65,860 | 200 | 0.0% | 0.0% | 11 | -116,599 | -63.9% | Q4 2025 | Jan 29, 2026 |
| Qube Research & Technologies Ltd | History | Added to | 64,966 | 197 | 0.0% | 0.0% | 12 | +54,190 | 502.88% | Q4 2025 | Feb 17, 2026 |
| BRIDGEWAY CAPITAL MANAGEMENT, LLC | History | No change | 52,200 | 158 | 0.0% | 0.0% | 13 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| TRUIST FINANCIAL CORP | History | New | 42,416 | 128 | 0.0% | — | 14 | +42,416 | New | Q4 2025 | Feb 02, 2026 |
| MGO ONE SEVEN LLC | History | No change | 36,800 | 111 | 0.0% | 0.0% | 15 | 0 | 0.0% | Q4 2025 | Feb 03, 2026 |
| Point72 Asset Management, L.P. | History | New | 33,690 | 102 | 0.0% | — | 16 | +33,690 | New | Q4 2025 | Feb 17, 2026 |
| MORGAN STANLEY | History | Reduced | 25,154 | 76 | 0.0% | 0.0% | 17 | -5,722 | -18.53% | Q4 2025 | Feb 13, 2026 |
| Lighthouse Investment Partners, LLC | History | New | 24,420 | 74 | 0.0% | — | 18 | +24,420 | New | Q4 2025 | Feb 17, 2026 |
| MARSHALL WACE, LLP | History | Reduced | 19,955 | 60 | 0.0% | 0.0% | 19 | -63,635 | -76.13% | Q4 2025 | Feb 13, 2026 |
| JANE STREET GROUP, LLC | History | Reduced | 19,690 | 59 | 0.0% | 0.0% | 20 | -34 | -0.17% | Q4 2025 | Feb 12, 2026 |
| Virtu Financial LLC | History | New | 16,223 | 49 | 0.0% | — | 21 | +16,223 | New | Q4 2025 | Feb 23, 2026 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | History | No change | 12,964 | 39 | 0.0% | 0.0% | 22 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Cetera Investment Advisers | History | No change | 12,500 | 38 | 0.0% | 0.0% | 23 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Centennial Wealth Advisory LLC | History | No change | 10,100 | 30 | 0.01% | 0.01% | 24 | 0 | 0.0% | Q4 2025 | Jan 14, 2026 |
| Tower Research Capital LLC (TRC) | History | Added to | 5,033 | 15 | 0.0% | 0.0% | 25 | +2,767 | 122.11% | Q4 2025 | Feb 17, 2026 |
| BARCLAYS PLC | History | New | 2,257 | 6 | 0.0% | — | 26 | +2,257 | New | Q4 2025 | Feb 13, 2026 |
| CIBC Private Wealth Group LLC | History | New | 1,000 | 3 | 0.0% | — | 27 | +1,000 | New | Q4 2025 | Feb 12, 2026 |
| Allworth Financial LP | History | New | 950 | 2 | 0.0% | — | 28 | +950 | New | Q4 2025 | Feb 05, 2026 |
| JPMORGAN CHASE & CO | History | New | 603 | 1 | 0.0% | — | 29 | +603 | New | Q4 2025 | Feb 11, 2026 |
| Quarry LP | History | New | 531 | 1 | 0.0% | — | 30 | +531 | New | Q4 2025 | Feb 13, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Reduced | 29 | 0 | — | 0.0% | — | -14,707 | -99.8% | Q4 2025 | Feb 17, 2026 |
| MILLENNIUM MANAGEMENT LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -11,792 | -100.0% | Q3 2025 | Nov 14, 2025 |
| FMR LLC | History | Added to | 88 | 0 | — | — | — | +55 | 166.67% | Q4 2025 | Feb 17, 2026 |
| CITIGROUP INC | History | Closed out | 0 | 0 | — | — | — | -18 | -100.0% | Q3 2025 | Nov 10, 2025 |
| HARBOUR INVESTMENTS, INC. | History | No change | 100 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |