Company · Ownership research

NeoVolta Inc. NEOV

CIK 0001748137 · CUSIP 640655106

Insider trading Initial holdings Institutional 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.

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	BlackRock Inc. CIK 1364742 · View history	$1.10M 418,469 shares	0.00%	+3.77K(+0.90%)Added	SEC filing ↗ Aug 13, 2024	▾
02	VANGUARD GROUP INC CIK 102909 · View history	$1.02M 385,574 shares	0.00%	+323(+0.10%)Added	SEC filing ↗ Aug 13, 2024	▾
03	GEODE CAPITAL MANAGEMENT, LLC CIK 1214717 · View history	$768.17K 290,897 shares	0.00%	+2.63K(+0.90%)Added	SEC filing ↗ Aug 9, 2024	▾
04	BIP Wealth, LLC CIK 1590214 · View history	$528.57K 200,214 shares	0.04%	0(0.00%)Unchanged	SEC filing ↗ Aug 8, 2024	▾
05	STATE STREET CORP CIK 93751 · View history	$378.08K 143,214 shares	0.00%	0(0.00%)Unchanged	SEC filing ↗ Aug 14, 2024	▾
06	NORTHERN TRUST CORP CIK 73124 · View history	$229.99K 87,119 shares	0.00%	-2.90K(-3.20%)Reduced	SEC filing ↗ Aug 14, 2024	▾
07	Corient Private Wealth LLC CIK 1948780 · View history	$66.00K 25,000 shares	0.00%	0(0.00%)Unchanged	SEC filing ↗ Aug 13, 2024	▾
08	CHARLES SCHWAB INVESTMENT MANAGEMENT INC CIK 884546 · Amended · View history	$34.23K 12,964 shares	0.00%	0(0.00%)Unchanged	SEC filing ↗ Aug 12, 2024	▾
09	TWO SIGMA SECURITIES, LLC CIK 1450144 · View history	$29.75K 11,271 shares	0.00%	+11.27KNew	SEC filing ↗ Aug 14, 2024	▾
10	Tower Research Capital LLC (TRC) CIK 1533421 · View history	$15.50K 5,872 shares	0.00%	-1.51K(-20.50%)Reduced	SEC filing ↗ Aug 13, 2024	▾
11	MORGAN STANLEY CIK 895421 · Amended · View history	$2.64K 1,000 shares	0.00%	0(0.00%)Unchanged	SEC filing ↗ May 14, 2025	▾
12	Riggs Asset Managment Co. Inc. CIK 1601348 · View history	$1.58K 600 shares	0.00%	0(0.00%)Unchanged	SEC filing ↗ Jul 29, 2024	▾
13	BANK OF AMERICA CORP /DE/ CIK 70858 · View history	$612.00 232 shares	0.00%	+232New	SEC filing ↗ Aug 14, 2024	▾
14	ROYAL BANK OF CANADA CIK 1000275 · Amended · View history	$0.00 154 shares	0.00%	+131(+569.60%)Added	SEC filing ↗ Nov 6, 2024	▾
15	CONCOURSE FINANCIAL GROUP SECURITIES, INC. CIK 752798 · View history	$0.00 0 shares	0.00%	0Unchanged	SEC filing ↗ Jul 23, 2024	▾

Showing 15 / 15 institutions. The complete set is available through the API.

Coverage & totals by quarter

Reporting institutions

Cancelled or null records excluded

Disclosed shares

1,582,580

Not deduplicated across managers

Disclosed value

$4.18M

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. · Q2 2024

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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.