NeoVolta Inc. (NEOV) — Institutional Holders, Q2 2026

44 institutional investment managers reported a NEOV position on SEC Form 13F-HR for the quarter ended June 30, 2026, with a combined reported value of $48.3M. Every filer is listed below, ranked by position value. Put and call option positions are excluded, and a firm filing several lots or share classes is shown once with its total.

NEOV in Q2 2026: what funds did

Funds that filed a 13F for both Q1 2026 and Q2 2026, by what they did with the common stock. Share counts are adjusted for any split between the two quarters; dollar figures are the change in shares at this quarter’s price.

New positions

20

Added to

7

Trimmed

10

Sold out

13

Biggest buyers

  1. MARSHALL WACE, LLPAdded · +1,849,432 sh+$5.8M
  2. AWM Investment CompanyNew · +1,645,557 sh+$5.2M
  3. Alyeska Investment Group, L.P.New · +1,550,000 sh+$4.9M
  4. Arosa Capital ManagementNew · +320,000 sh+$1.0M
  5. RENAISSANCE TECHNOLOGIESNew · +263,751 sh+$830.8K

Biggest sellers

  1. Legacy Wealth ManagmentTrimmed · -428,509 sh-$1.3M
  2. DAVIDSON KEMPNER CAPITAL MANAGEMENTSold out · -400,000 sh-$1.3M
  3. MILLENNIUM MANAGEMENTSold out · -259,900 sh-$818.7K
  4. SUSQUEHANNA INTERNATIONAL GROUP, LLPTrimmed · -187,870 sh-$591.8K
  5. 683 Capital ManagementSold out · -170,000 sh-$535.5K

NEOV 13F holders ranked 1–44 of 44

Institutional investors reporting a position in NeoVolta Inc. on SEC Form 13F-HR for Q2 2026, ranked by reported value.
InstitutionValueQoQ
Legacy Wealth Managment#1 · 4,912,291 sh$15.4M-8.0%
MARSHALL WACE, LLP#2 · 1,975,423 sh$6.2M+1467.9%
VANGUARD CAPITAL MANAGEMENT#3 · 1,948,140 sh$6.1M+15.6%
AWM Investment Company#4 · 1,645,557 sh$5.2MNew
Alyeska Investment Group, L.P.#5 · 1,550,000 sh$4.9MNew
BlackRock#6 · 518,297 sh$1.6M+5.6%
GEODE CAPITAL MANAGEMENT#7 · 438,387 sh$1.4M+18.1%
Arosa Capital Management#8 · 320,000 sh$1.0MNew
RENAISSANCE TECHNOLOGIES#9 · 263,751 sh$830.8KNew
VANGUARD FIDUCIARY#10 · 219,931 sh$692.8K-5.9%
BIP Wealth#11 · 214,159 sh$674.6K0.0%
HRT FINANCIAL#12 · 178,411 sh$561.0KNew
UBS Group AG#13 · 174,800 sh$548.9K-27.1%
CITADEL ADVISORS#14 · 158,461 sh$499.2KNew
STATE STREET#15 · 149,164 sh$469.9K0.0%
Scientech Research#16 · 107,676 sh$339.2KNew
MGO ONE SEVEN#17 · 88,500 sh$278.8KNew
NORTHERN#18 · 84,514 sh$266.2K-26.1%
Warberg Asset Management#19 · 125,321 sh$175.1K-17.1%
RAYMOND JAMES FINANCIAL#20 · 38,790 sh$122.2KNew
Centiva Capital#21 · 32,996 sh$103.9KNew
GOLDMAN SACHS GROUP#22 · 32,381 sh$102.0K-49.1%
Keel Point#23 · 32,355 sh$101.9KNew
SIMPLEX TRADING#24 · 23,721 sh$74.7K+2972.7%
Clear Street Group#25 · 50,944 sh$72.3K-2.1%
GROUP ONE TRADING, L.P.#26 · 20,289 sh$63.9KNew
INDEPENDENT FINANCIAL GROUP#27 · 18,580 sh$58.5KNew
Mariner#28 · 16,000 sh$50.4KNew
Sovran Advisors#29 · 24,509 sh$49.3K0.0%
Tower Research Capital (TRC)#30 · 12,584 sh$39.6KNew
JANE STREET GROUP#31 · 12,381 sh$39.0KNew
SUSQUEHANNA INTERNATIONAL GROUP, LLP#32 · 12,297 sh$38.7K-93.9%
Walleye Capital#33 · 25,544 sh$36.3K+3.3%
Centennial Wealth Advisory#34 · 10,100 sh$31.8K0.0%
MORGAN STANLEY#35 · 9,407 sh$29.6K-58.9%
Vanguard Global Advisers#36 · 8,810 sh$27.8K0.0%
JPMORGAN CHASE#37 · 9,322 sh$21.9KNew
WELLS FARGO & COMPANY#38 · 3,545 sh$11.2KNew
Allworth Financial#39 · 950 sh$3.0K0.0%
FMR#40 · 527 sh$1.7K+686.6%
OSAIC#41 · 1,000 sh$1.4KNew
HARBOUR INVESTMENTS#42 · 100 sh$315.000.0%
Caitong International Asset Management , Ltd#43 · 40 sh$126.00New
BARCLAYS PLC#44 · 9 sh$28.00-100.0%

Funds that sold out of NEOV in Q2 2026 (13)

Held NEOV at the end of Q1 2026 and filed a Q2 2026 13F without it. Not in the list above, because they no longer hold it. Largest prior position first.

Institutions that held NEOV in Q1 2026 and reported no position in Q2 2026.
InstitutionValue in Q1 2026
DAVIDSON KEMPNER CAPITAL MANAGEMENT400,000 sh$1.2M
MILLENNIUM MANAGEMENT259,900 sh$800.5K
683 Capital Management170,000 sh$523.6K
Hudson Bay Capital Management59,182 sh$182.3K
Schonfeld Strategic Advisors50,718 sh$156.2K
TRUIST FINANCIAL42,416 sh$130.6K
BANK OF AMERICA38,187 sh$117.6K
OMERS ADMINISTRATION34,000 sh$104.7K
CHARLES SCHWAB INVESTMENT MANAGEMENT12,964 sh$39.9K
Brevan Howard Capital Management12,510 sh$38.5K
Squarepoint Ops11,173 sh$34.4K
CITIGROUP4,953 sh$15.3K
ROYAL BANK OF CANADA899 sh$3.0K

Source: Form 13F-HR filings on SEC EDGAR, Q2 2026. Values are as reported by each manager at quarter end. “% of portfolio” is the position’s share of the manager’s total reported 13F value for the same quarter. “New” means the manager filed a 13F for Q1 2026 without this position; a dash means no comparison is available. Where a manager’s own filing is internally inconsistent its value is withheld and it is listed last. 13F data shows reported holdings, not recommendations.