Company · Ownership research

NeoVolta Inc. NEOV

CIK 0001748137 · CUSIP 640655106

Insider tradingInitial holdingsInstitutional holders

Quarter-end disclosures, not live holdings.

Several CUSIPs are reported for this company; this page shows CUSIP 640655106 (NEOV), not CUSIP 640655956 (NEOV), and does not merge CUSIPs.

This page lists the top 20 of 35 rows by value; the complete set is available through the API.

Top 20 institutions

Weight means this stock's share of the manager's own portfolio.

By reported value

#	Manager	Value	Manager weight	Change vs prior	Source
01	Legacy Wealth Managment, LLC/ID CIK 2045082 · View history	$12.23M 4,175,723 shares	5.60%	-720.79K(-14.70%)Reduced	SEC filing ↗ Nov 12, 2026	▾
02	UBS Group AG CIK 1610520 · View history	$3.17M 1,219,797 shares	0.00%	+1.05M(+601.80%)Added	SEC filing ↗ Nov 10, 2026	▾
03	Sovran Advisors, LLC CIK 2051471 · View history	$2.99M 1,298,512 shares	0.21%	+1.27M(+5,198.10%)Added	SEC filing ↗ Nov 2, 2026	▾
04	GEODE CAPITAL MANAGEMENT, LLC CIK 1214717 · View history	$1.48M 568,353 shares	0.00%	+129.97K(+29.60%)Added	SEC filing ↗ Nov 6, 2026	▾
05	STATE STREET CORP CIK 93751 · View history	$604.15K 232,364 shares	0.00%	+83.20K(+55.80%)Added	SEC filing ↗ Nov 12, 2026	▾
06	BIP Wealth, LLC CIK 1590214 · View history	$556.81K 214,159 shares	0.02%	0(0.00%)Unchanged	SEC filing ↗ Oct 22, 2026	▾
07	FIRST TRUST ADVISORS LP CIK 1125816 · View history	$294.24K 113,168 shares	0.00%	+113.17KNew	SEC filing ↗ Nov 12, 2026	▾
08	Chicago Partners Investment Group LLC CIK 1563525 · View history	$239.68K 110,965 shares	0.00%	+110.97KNew	SEC filing ↗ Oct 27, 2026	▾
09	MGO ONE SEVEN LLC CIK 1731444 · View history	$230.10K 88,500 shares	0.00%	0(0.00%)Unchanged	SEC filing ↗ Oct 28, 2026	▾
10	JANE STREET GROUP, LLC CIK 1595888 · View history	$216.32K 83,201 shares	0.00%	+70.82K(+572.00%)Added	SEC filing ↗ Nov 12, 2026	▾
11	Kestra Advisory Services, LLC CIK 1830819 · View history	$143.00K 55,000 shares	0.00%	+55.00KNew	SEC filing ↗ Nov 2, 2026	▾
12	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC CIK 1632972 · View history	$104.05K 40,019 shares	0.00%	+40.02KNew	SEC filing ↗ Oct 13, 2026	▾
13	RAYMOND JAMES FINANCIAL INC CIK 720005 · View history	$100.85K 38,790 shares	0.00%	0(0.00%)Unchanged	SEC filing ↗ Nov 12, 2026	▾
14	IMC-Chicago, LLC CIK 1452861 · View history	$96.44K 37,093 shares	0.00%	+37.09KNew	SEC filing ↗ Nov 5, 2026	▾
15	Jefferies Financial Group Inc. CIK 96223 · View history	$84.50K 32,500 shares	0.00%	+32.50KNew	SEC filing ↗ Nov 5, 2026	▾
16	BARCLAYS PLC CIK 312069 · View history	$79.34K 30,517 shares	0.00%	+30.51K(+338,977.80%)Added	SEC filing ↗ Nov 6, 2026	▾
17	OSAIC HOLDINGS, INC. CIK 1677044 · View history	$74.68K 29,400 shares	0.00%	+29.40KNew	SEC filing ↗ Nov 12, 2026	▾
18	LPL Financial LLC CIK 1403438 · View history	$67.51K 25,964 shares	0.00%	+25.96KNew	SEC filing ↗ Nov 6, 2026	▾
19	Aster Capital Management (DIFC) Ltd CIK 2040915 · View history	$65.48K 25,183 shares	0.02%	+25.18KNew	SEC filing ↗ Nov 12, 2026	▾
20	StoneX Group Inc. CIK 913760 · View history	$63.03K 17,475 shares	0.00%	+17.48KNew	SEC filing ↗ Nov 3, 2026	▾

Showing 20 / 35 institutions. The complete set is available through the API.

Coverage & totals by quarter

Reporting institutions

Cancelled or null records excluded

Disclosed shares

8,577,336

Not deduplicated across managers

Disclosed value

$23.26M

Not market cap or free float

Reporting institutions by quarter

Counts also change with data coverage and reporting entities; they do not measure net buying. Distinct managers with a live stock row in this CUSIP; totals may include overlapping filings and are not a share of the company.

NeoVolta Inc. · Q3 2026

Explore all 35 reporting institutions.

This page includes 20 of 35 reporting institutions. Log in to look up the full history beyond 3 years, use advanced screening & filtering, download CSV, and get the complete set through the Akkru API.

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Sources, coverage & how to read this data

Figures are as reported to the SEC and merged with later amendments where Akkru could match them. Preview limits apply to what is listed, not to the totals, which come from the complete reported data. Nothing is zero-filled: a missing quarter or month is shown as missing.