Institutional Ownership Neo Volta Inc. (NEOV)
This table provides information about the institutional ownership of Neo Volta Inc. (NEOV). We have compiled data on the 27 institutions that hold shares in the stock, with a total of 12.4 Million shares, which have been reported (via 13F filing form) to have a value of $60.4 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Legacy Wealth Managment, Llc/Id
Boise, ID |
Nov 12, 2025 Q3 2025 |
5,499,261
shares
|
$26.7 Million
16.86% of portfolio
|
Q3 2025
Added 20.41%
|
|
|
Legacy Investment Solutions, LLC
Meridian, ID |
Aug 06, 2025 Q2 2025 |
4,567,051
shares
|
$22.2 Million
12.53% of portfolio
|
Q2 2025
Added 29.46%
|
|
|
Vanguard Group Inc
Valley Forge, PA |
Nov 07, 2025 Q3 2025 |
458,988
shares
|
$2.23 Million
0.0% of portfolio
|
Q3 2025
Added 11.55%
|
|
|
Black Rock Inc.
New York, NY |
Aug 13, 2024 Q2 2024 |
418,469
shares
|
$2.03 Million
0.0% of portfolio
|
Q2 2024
Added 0.91%
|
|
|
Geode Capital Management, LLC
Boston, MA |
Nov 12, 2025 Q3 2025 |
320,362
shares
|
$1.55 Million
0.0% of portfolio
|
Q3 2025
Added 0.24%
|
|
|
Sovran Advisors, LLC
San Diego, CA |
Oct 31, 2025 Q3 2025 |
232,171
shares
|
$1.13 Million
0.08% of portfolio
|
Q3 2025
Added 39.09%
|
|
|
Bip Wealth, LLC
Atlanta, GA |
Oct 30, 2025 Q3 2025 |
226,225
shares
|
$1.1 Million
0.04% of portfolio
|
Q1 2025
Added 3.25%
|
|
|
Ubs Group Ag
|
Nov 13, 2025 Q3 2025 |
182,459
shares
|
$884,926
0.0% of portfolio
|
Q3 2025
Reduced 41.39%
|
|
|
State Street Corp
Boston, MA |
Nov 14, 2025 Q3 2025 |
125,264
shares
|
$607,530
0.0% of portfolio
|
Q3 2025
Added 5.92%
|
|
|
Northern Trust Corp
Chicago, IL |
Nov 14, 2025 Q3 2025 |
94,094
shares
|
$456,355
0.0% of portfolio
|
Q3 2025
Reduced 24.22%
|
|
|
Marshall Wace, LLP
London, X0 |
Nov 13, 2025 Q3 2025 |
83,590
shares
|
$405,411
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Bridgeway Capital Management, LLC
Houston, TX |
Nov 14, 2025 Q3 2025 |
52,200
shares
|
$253,169
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Mgo One Seven LLC
Beachwood, OH |
Oct 24, 2025 Q3 2025 |
36,800
shares
|
$178,480
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Morgan Stanley
New York, NY |
Nov 14, 2025 Q3 2025 |
30,876
shares
|
$149,748
0.0% of portfolio
|
Q3 2025
Added 759.82%
|
|
|
Gofen & Glossberg LLC
|
Jan 13, 2023 Q4 2022 |
20,000
shares
|
$97,000
0.0% of portfolio
|
Q3 2022
Added 33.33%
|
|
|
Jane Street Group, LLC
New York, NY |
Nov 13, 2025 Q3 2025 |
19,724
shares
|
$95,661
0.0% of portfolio
|
Q3 2025
Reduced 59.76%
|
|
|
Bank Of America Corp
Charlotte, NC |
Nov 14, 2025 Q3 2025 |
14,736
shares
|
$71,469
0.0% of portfolio
|
Q3 2025
Added 4929.35%
|
|
|
Charles Schwab Investment Management Inc
San Francisco, CA |
Nov 10, 2025 Q3 2025 |
12,964
shares
|
$62,875
0.0% of portfolio
|
Q3 2022
New holding
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Nov 14, 2025 Q3 2025 |
12,500
shares
|
$60,624
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Israel Englander
Millennium Management LLC | New York, Ny
|
Nov 14, 2025 Q3 2025 |
11,792
shares
|
$57,191
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Qube Research & Technologies LTD
London, X0 |
Nov 14, 2025 Q3 2025 |
10,776
shares
|
$52,263
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Centennial Wealth Advisory LLC
|
Oct 22, 2025 Q3 2025 |
10,100
shares
|
$48,985
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Tower Research Capital LLC (Trc)
New York, NY |
Nov 14, 2025 Q3 2025 |
2,266
shares
|
$10,990
0.0% of portfolio
|
Q3 2025
Added 105.63%
|
|
|
Allworth Financial LP
|
Aug 07, 2025 Q2 2025 |
950
shares
|
$4,607
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Harbour Investments, Inc.
Madison, WI |
Nov 12, 2025 Q3 2025 |
100
shares
|
$484
0.0% of portfolio
|
Q4 2024
New holding
|
|