How many institutions own NEOV stock?

A company's 13F filings with the Securities and Exchange Commission (SEC) provides investors with comprehensive information about institutional ownership in a listed company, a sign of strength in terms of how many institutions have confidence in that company. The number of institutional investors who currently own NEOV shares is 25, representing 20.31% of the company's common stock.

Who are the major shareholders selling NeoVolta Inc. stock?

MILLENNIUM MANAGEMENT LLC, in the last quarter, reduced its stake in NEOV by -100% restricting it's holding to 0 shares of worth nearly -. MORGAN STANLEY also lessened -18.53% of the NEOV shares from its portfolio, reducing its holding to 25.15 thousand shares of worth $76.47K. CITIGROUP INC also shunned NEOV shares holding by -100% last quarter which brought its holding to 0 shares worth -.

Investors who are buying NEOV stock?

As per its latest 13F filing, BLACKROCK, INC. increased its stake in NEOV by 2.06% in the last quarter. The institutional holder raised its holding to 434.55 thousand shares having worth more than $1.32M. LEGACY WEALTH MANAGMENT, LLC/ID also added 3.09% more shares of NEOV to its portfolio, raising its holding to 5.67 million shares of worth $17.23M. QUARRY LP also increased its NEOV shares holding by 100% which brought its holding to 531 shares worth $1.61K.

NEOV's major insiders: who are they?

The insider with the most stakes in NEOV is Willson Brent , 10 percent owner at the company. Additionally, NEOV stock is highly held by N/A N/A and N/A N/A among others.

Did an insider recently sell NEOV stock?

Company executives, directors, and other insiders own 14.8% percent of NeoVolta Inc.'s stock. Within the last six months, there have been 1 transaction(s) in which NEOV insiders have sold stock, totaling 500K shares. Insiders that have sold shares include WILLSON BRENT.

Which insider recently purchased NEOV stock?

There have been 0 transaction(s) during the past 6-months in which NeoVolta Inc. insiders have bought stock, totalling 0 shares

How much of NEOV does insiders own?

Around 3.55M NeoVolta Inc. shares are held by insiders, which represents about 14.8% of NEOV stock.

Who is the insider with the largest stake?

NEOV 10 percent owner, Willson Brent holds the largest portfolio of the company's shares. NEOV shares owned by Willson total nearly 3.55 million.

Which institution holds the most shares in NEOV?

BLACKROCK, INC. is the largest institutional owner in NEOV which holds 434.55 thousand shares worth $1.32M or 1.24% of the total NEOV shares outstanding followed by LEGACY WEALTH MANAGMENT, LLC/ID with ownership of 5.67 million shares representing 16.58% of the NEOV ownership. QUARRY LP is the third largest stakeholder with 531 shares or 0% of the ownership worth more than $1.61K.

Is NeoVolta Inc. stock optionable?

Stock options give the owner the ability but not the obligation to buy or sell a security at a predetermined price and date. Stock options can be classified into two types: puts and calls. A put is a bet on falling stock, and a call is a bet on rising stock. As far as the NEOV is concerned, it is a stock which is optionable.

Is there a short position on NEOV's shares?

Number of NEOV shares short is 2.38M. Shares short is a market sentiment in which investors have sold their shares short in a given stock but have not yet covered them or closed them out.

About how many outstanding NEOV shares are there?

As of today, 42.58M shares of NEOV are outstanding.

Is there many float in NEOV stock?

Float represents the number of tradeable shares in a specific stock. By subtracting restricted and closely-held shares from a firm's total outstanding shares, we can calculate its floating stock. The term "closely-held shares" refers to shares held by employees, major shareholders, and company insiders. At present, NEOV has 35.85M shares in float.

NEOV short ratio: what is it?

Short ratio is calculated by dividing the number of short shares, short interest or bets that shareholders will sell short from the average daily volume. A higher ratio indicates longer times needed to repurchase borrowed shares (sold). The short ratio for NEOV is 1.67.

NeoVolta (NEOV) insider trading activity: Get Latest News Today

Stock Outstanding Shares

Making an investment decision in the stock market involves a certain amount of risk, so it's important to thoroughly review a company's stock before making any decisions. Stock float, number of short positions and outstanding shares are among the many factors an investor should take into account.

ShortableYes

OptionableYes

Short Percent Of Outstanding Shares5.58

Short Percent Of Float6.33

Shares Outstanding42.58M

Shares Float35.85M

Shares Short2.38M

Short Ratio1.67

6.33%

Short % of Float

5.58%

Short % of Shares Outstanding

Market Insider

Investors cannot turn a blind eye to insiders as well as institutional ownership. They need to follow insider trades to determine the direction the stock is likely to take.

Major Holders Summary

14.8% Percentage of Shares held by All Insiders

20.31% Percentage of Shares held by All Institutions

23.83% Percentage of Float held by Institutions

Number of Institutions Holding Shares

Institutional Ownership

About 20.31% of NEOV shares are held by financial institutions. BLACKROCK, INC. is the top corporate investor, holding 434.55K shares valued at $1.32M. A 1.24% stake in NeoVolta Inc. is owned by the company. LEGACY WEALTH MANAGMENT, LLC/ID owns 5.67M shares valued at $17.23M, which translates its holding of 16.58% of the stake in the company.

Date	Holder	% Stake	Shares Held	Total Value ($)	Shares	% Change in Portfolio
Dec 31, 2025	BLACKROCK, INC.	1.24%	434.55K	1.32M	8.77K	+2.06%
Dec 31, 2025	LEGACY WEALTH MANAGMENT, LLC/ID	16.58%	5.67M	17.23M	169.82K	+3.09%
Dec 31, 2025	QUARRY LP	0%	531	1.61K	531	+100.00%
Dec 31, 2025	ALLWORTH FINANCIAL LP	0%	950	2.89K	0	0
Dec 31, 2025	POINT72 ASSET MANAGEMENT, L.P.	0.1%	33.69K	102.42K	33.69K	+100.00%
Dec 31, 2025	QUBE RESEARCH & TECHNOLOGIES LTD	0.19%	64.97K	197.5K	54.19K	+502.88%
Dec 31, 2025	NORTHERN TRUST CORP	0.34%	114.91K	349.34K	20.82K	+22.13%
Dec 31, 2025	MILLENNIUM MANAGEMENT LLC	0%	0	-	-11.79K	-100.00%
Dec 31, 2025	CIBC PRIVATE WEALTH GROUP, LLC	0%	1K	3.04K	1K	+100.00%
Dec 31, 2025	STATE STREET CORP	0.39%	135.96K	413.33K	10.7K	+8.54%
Dec 31, 2025	683 CAPITAL MANAGEMENT, LLC	0.55%	193.8K	589.15K	193.8K	+100.00%
Dec 31, 2025	SOVRAN ADVISORS, LLC	1.34%	457.69K	1.57M	225.52K	+97.13%
Dec 31, 2025	VANGUARD GROUP INC	1.35%	473.76K	1.44M	14.77K	+3.22%
Dec 31, 2025	BARCLAYS PLC	0.01%	2.26K	6.86K	2.26K	+100.00%
Dec 31, 2025	TOWER RESEARCH CAPITAL LLC (TRC)	0.01%	5.03K	15.3K	2.77K	+122.11%
Dec 31, 2025	CHARLES SCHWAB INVESTMENT MANAGEMENT INC	0.04%	12.96K	39.41K	0	0
Dec 31, 2025	LIGHTHOUSE INVESTMENT PARTNERS, LLC	0.07%	24.42K	74.24K	24.42K	+100.00%
Dec 31, 2025	MORGAN STANLEY	0.07%	25.15K	76.47K	-5.72K	-18.53%
Dec 31, 2025	MGO ONE SEVEN LLC	0.11%	36.8K	111.87K	0	0
Dec 31, 2025	TRUIST FINANCIAL CORP	0.12%	42.42K	128.95K	42.42K	+100.00%
Dec 31, 2025	BRIDGEWAY CAPITAL MANAGEMENT, LLC	0.15%	52.2K	158.69K	0	0
Dec 31, 2025	BIP WEALTH, LLC	0.66%	226.23K	687.72K	0	0
Dec 31, 2025	CENTENNIAL WEALTH ADVISORY LLC	0.03%	10.1K	30.7K	0	0
Dec 31, 2025	CETERA INVESTMENT ADVISERS	0.04%	12.5K	38K	0	0
Dec 31, 2025	FMR LLC	0%	88	269	55	+166.67%
Dec 31, 2025	CITIGROUP INC	0%	0	-	-18	-100.00%
Dec 31, 2025	VIRTU FINANCIAL LLC	0.05%	16.22K	49K	16.22K	+100.00%
Dec 31, 2025	BANK OF AMERICA CORP /DE/	0%	29	88	-14.71K	-99.80%
Dec 31, 2025	HARBOUR INVESTMENTS, INC.	0%	100	304	0	0
Dec 31, 2025	JPMORGAN CHASE & CO	0%	603	1.83K	603	+100.00%
Dec 31, 2025	JANE STREET GROUP, LLC	0.06%	19.69K	59.86K	-34	-0.17%
Dec 31, 2025	MARSHALL WACE, LLP	0.06%	19.96K	60.66K	-63.64K	-76.13%
Dec 31, 2025	UBS GROUP AG	0.19%	65.86K	200.22K	-116.6K	-63.90%
Dec 31, 2025	OMERS ADMINISTRATION CORP	0.22%	75.6K	229.82K	75.6K	+100.00%
Dec 31, 2025	GEODE CAPITAL MANAGEMENT, LLC	0.94%	329.75K	1M	9.39K	+2.93%
Sep 30, 2025	FMR LLC	0%	33	149	0	0
Sep 30, 2025	CETERA INVESTMENT ADVISERS	0.04%	12.5K	55.75K	12.5K	+100.00%
Sep 30, 2025	BANK OF AMERICA CORP /DE/	0.04%	14.74K	65.72K	14.44K	+4,929.35%
Sep 30, 2025	MORGAN STANLEY	0.09%	30.88K	137.71K	27.29K	+759.82%
Sep 30, 2025	SUSQUEHANNA INTERNATIONAL GROUP, LLP	0%	0	-	-14.14K	-100.00%
Sep 30, 2025	RAYMOND JAMES FINANCIAL INC	0%	0	-	-1.49K	-100.00%
Sep 30, 2025	CITIGROUP INC	0%	18	80	18	+100.00%
Sep 30, 2025	MARSHALL WACE, LLP	0.25%	83.59K	372.81K	83.59K	+100.00%
Sep 30, 2025	CHARLES SCHWAB INVESTMENT MANAGEMENT INC	0.04%	12.96K	57.82K	0	0
Sep 30, 2025	STATE STREET CORP	0.37%	125.26K	558.68K	7K	+5.92%
Sep 30, 2025	BIP WEALTH, LLC	0.67%	226.23K	1.01M	0	0
Sep 30, 2025	SOVRAN ADVISORS, LLC	0.69%	232.17K	935.65K	65.25K	+39.09%
Sep 30, 2025	GEODE CAPITAL MANAGEMENT, LLC	0.95%	320.36K	1.43M	778	+0.24%
Sep 30, 2025	TOWER RESEARCH CAPITAL LLC (TRC)	0.01%	2.27K	10.11K	1.16K	+105.63%
Sep 30, 2025	ALLWORTH FINANCIAL LP	0%	950	4.24K	0	0
Sep 30, 2025	BLACKROCK, INC.	1.27%	425.78K	1.9M	7.22K	+1.73%
Sep 30, 2025	VANGUARD GROUP INC	1.37%	458.99K	2.05M	47.52K	+11.55%
Sep 30, 2025	LEGACY WEALTH MANAGMENT, LLC/ID	16.37%	5.5M	24.53M	932.21K	+20.41%
Sep 30, 2025	ROSSBY FINANCIAL, LCC	0%	0	-	-104K	-100.00%
Sep 30, 2025	CENTENNIAL WEALTH ADVISORY LLC	0.03%	10.1K	45.05K	0	0
Sep 30, 2025	JANE STREET GROUP, LLC	0.06%	19.72K	87.97K	-29.3K	-59.76%
Sep 30, 2025	QUBE RESEARCH & TECHNOLOGIES LTD	0.03%	10.78K	48.06K	10.78K	+100.00%
Sep 30, 2025	MILLENNIUM MANAGEMENT LLC	0.04%	11.79K	52.59K	11.79K	+100.00%
Sep 30, 2025	MGO ONE SEVEN LLC	0.11%	36.8K	164.13K	36.8K	+100.00%
Sep 30, 2025	BRIDGEWAY CAPITAL MANAGEMENT, LLC	0.16%	52.2K	232.81K	0	0
Sep 30, 2025	NORTHERN TRUST CORP	0.28%	94.09K	419.66K	-30.08K	-24.22%
Sep 30, 2025	UBS GROUP AG	0.54%	182.46K	813.77K	-128.86K	-41.39%
Sep 30, 2025	HARBOUR INVESTMENTS, INC.	0%	100	446	0	0
Jun 30, 2025	ARLINGTON FINANCIAL ADVISORS, LLC	0%	0	-	-58K	-100.00%
Jun 30, 2025	BLACKROCK, INC.	1.24%	418.56K	1.38M	-37.98K	-8.32%
Jun 30, 2025	BIP WEALTH, LLC	0.67%	226.23K	746.54K	0	0
Jun 30, 2025	HARBOUR INVESTMENTS, INC.	0%	100	330	0	0
Jun 30, 2025	RAYMOND JAMES FINANCIAL INC	0%	1.49K	4.92K	1.49K	+100.00%
Jun 30, 2025	ALLWORTH FINANCIAL LP	0%	950	3.14K	0	0
Jun 30, 2025	UBS GROUP AG	0.93%	311.31K	1.03M	157.63K	+102.56%
Jun 30, 2025	NORTHERN TRUST CORP	0.37%	124.17K	409.77K	614	+0.50%
Jun 30, 2025	STATE STREET CORP	0.35%	118.26K	390.27K	8K	+7.26%
Jun 30, 2025	BRIDGEWAY CAPITAL MANAGEMENT, LLC	0.16%	52.2K	172.26K	0	0
Jun 30, 2025	JANE STREET GROUP, LLC	0.15%	49.02K	161.76K	-13.24K	-21.26%
Jun 30, 2025	SUSQUEHANNA INTERNATIONAL GROUP, LLP	0.04%	14.14K	46.67K	-659	-4.45%
Jun 30, 2025	CHARLES SCHWAB INVESTMENT MANAGEMENT INC	0.04%	12.96K	42.78K	0	0
Jun 30, 2025	TOWER RESEARCH CAPITAL LLC (TRC)	0%	1.1K	3.64K	-5.05K	-82.09%
Jun 30, 2025	BANK OF AMERICA CORP /DE/	0%	293	967	50	+20.58%
Jun 30, 2025	VANGUARD GROUP INC	1.22%	411.47K	1.36M	0	0
Jun 30, 2025	GEODE CAPITAL MANAGEMENT, LLC	0.95%	319.58K	1.06M	-1.09K	-0.34%
Jun 30, 2025		0.31%	104K	343.2K	-11K	-9.57%
Jun 30, 2025	FMR LLC	0%	33	110	33	+100.00%
Jun 30, 2025	HRT FINANCIAL LP	0%	0	-	-13.21K	-100.00%
Jun 30, 2025	CENTENNIAL WEALTH ADVISORY LLC	0.03%	10.1K	33.33K	0	0
Jun 30, 2025	MORGAN STANLEY	0.01%	3.59K	11.85M	-5.24K	-59.34%
Jun 30, 2025	LEGACY INVESTMENT SOLUTIONS, LLC	13.58%	4.57M	15.07M	4.57M	+100.00%
Jun 30, 2025	LEGACY WEALTH MANAGMENT, LLC/ID	13.58%	4.57M	15.07M	944.76K	+26.08%
Jun 30, 2025	SOVRAN ADVISORS, LLC	0.5%	166.92K	609.26K	250	+0.15%
Jun 30, 2025	ROSSBY FINANCIAL, LCC	0.31%	104K	343.2K	-11K	-9.57%
Mar 31, 2025	MARSHALL WACE, LLP	0%	0	-	-32.13K	-100.00%
Mar 31, 2025	VANGUARD GROUP INC	1.22%	411.47K	892.88K	0	0
Mar 31, 2025	NORTHERN TRUST CORP	0.37%	123.56K	268.12K	-4.44K	-3.47%
Mar 31, 2025	MORGAN STANLEY	0.03%	8.83K	19.17K	2.05K	+30.21%
Mar 31, 2025	UBS GROUP AG	0.46%	153.69K	333.5K	150.66K	+4,978.92%
Mar 31, 2025	BIP WEALTH, LLC	0.67%	226.23K	490.91K	7.12K	+3.25%
Mar 31, 2025	BEACON CAPITAL MANAGEMENT, LLC	0%	0	-	-5K	-100.00%
Mar 31, 2025	CENTENNIAL WEALTH ADVISORY LLC	0.03%	10.1K	21.92K	0	0
Mar 31, 2025	BARCLAYS PLC	0%	0	-	-4.53K	-100.00%
Mar 31, 2025	ARLINGTON FINANCIAL ADVISORS, LLC	0.17%	58K	125.86K	58K	+100.00%
Mar 31, 2025	GEODE CAPITAL MANAGEMENT, LLC	0.95%	320.67K	696.05K	12.05K	+3.90%
Mar 31, 2025		0%	0	-	-830	-100.00%
Mar 31, 2025	POINT72 ASIA (SINGAPORE) PTE. LTD.	0%	0	-	-9.12K	-100.00%
Mar 31, 2025	BALYASNY ASSET MANAGEMENT L.P.	0%	0	-	-17.31K	-100.00%
Mar 31, 2025	TOWER RESEARCH CAPITAL LLC (TRC)	0.02%	6.15K	13.35K	3.1K	+101.34%
Mar 31, 2025	GOLDMAN SACHS GROUP INC	0%	0	-	-113.62K	-100.00%
Mar 31, 2025	CHARLES SCHWAB INVESTMENT MANAGEMENT INC	0.04%	12.96K	28.13K	0	0
Mar 31, 2025	HRT FINANCIAL LP	0.04%	13.21K	28K	13.21K	+100.00%
Mar 31, 2025	JANE STREET GROUP, LLC	0.19%	62.26K	135.1K	-16.08K	-20.52%
Mar 31, 2025	BRIDGEWAY CAPITAL MANAGEMENT, LLC	0.16%	52.2K	113.27K	52.2K	+100.00%
Mar 31, 2025	SUSQUEHANNA INTERNATIONAL GROUP, LLP	0.04%	14.8K	32.12K	-14	-0.09%
Mar 31, 2025	ALLWORTH FINANCIAL LP	0%	950	2.17K	0	0
Mar 31, 2025	BANK OF AMERICA CORP /DE/	0%	243	527	-45.89K	-99.47%
Mar 31, 2025	HARBOUR INVESTMENTS, INC.	0%	100	217	0	0
Mar 31, 2025	FMR LLC	0%	0	-	-200	-100.00%
Mar 31, 2025	POINT72 (DIFC) LTD	0%	0	-	-1.6K	-100.00%
Mar 31, 2025	BLACKROCK, INC.	1.36%	456.54K	990.69K	4.95K	+1.10%
Mar 31, 2025	STATE STREET CORP	0.33%	110.26K	239.27K	0	0
Mar 31, 2025	SCHONFELD STRATEGIC ADVISORS LLC	0%	0	-	-35.54K	-100.00%
Mar 31, 2024	WELLS FARGO & COMPANY/MN	0%	221	261	4	+1.84%
Mar 31, 2024	RIGGS ASSET MANAGMENT CO. INC.	0%	600	708	0	0
Mar 31, 2024	TOWER RESEARCH CAPITAL LLC (TRC)	0.02%	7.39K	8.71K	7.39K	+100.00%
Mar 31, 2024	CHARLES SCHWAB INVESTMENT MANAGEMENT INC	0.04%	12.96K	15.3K	0	0
Mar 31, 2024	CI PRIVATE WEALTH, LLC	0.08%	25K	29.5K	0	0
Mar 31, 2024	TRUIST FINANCIAL CORP	0.2%	65K	76.7K	65K	+100.00%
Mar 31, 2024	NORTHERN TRUST CORP	0.27%	90.02K	106.22K	-5.17K	-5.43%
Mar 31, 2024	JPMORGAN CHASE & CO	0%	0	-	-156	-100.00%
Mar 31, 2024	BLACKROCK INC.	1.25%	414.7K	489.35K	-2.84K	-0.68%
Mar 31, 2024	VANGUARD GROUP INC	1.16%	385.25K	454.6K	0	0
Mar 31, 2024	AE WEALTH MANAGEMENT LLC	0%	0	-	-61.2K	-100.00%
Mar 31, 2024	BIP WEALTH, LLC	0.6%	200.21K	236.25K	0	0
Mar 31, 2024	GEODE CAPITAL MANAGEMENT, LLC	0.87%	288.26K	340.24K	0	0
Mar 31, 2024	UBS GROUP AG	0%	0	-	-2.37K	-100.00%
Mar 31, 2024	PURE FINANCIAL ADVISORS, LLC	0%	0	-	-10.75K	-100.00%
Mar 31, 2024	BARCLAYS PLC	0%	0	-	-979	-100.00%
Mar 31, 2024	MORGAN STANLEY	0%	1K	1.18K	0	0
Mar 31, 2024	SQUAREPOINT OPS LLC	0.04%	14.67K	17.31K	14.67K	+100.00%
Mar 31, 2024	STATE STREET CORP	0.43%	143.21K	168.99K	0	0
Mar 31, 2024	BANK OF NEW YORK MELLON CORP	0%	0	-	-21.31K	-100.00%
Mar 31, 2024	MML INVESTORS SERVICES, LLC	0%	0	-	-31.92K	-100.00%
Dec 31, 2023	BLACKROCK INC.	1.26%	417.54K	668.07K	-802	-0.19%
Dec 31, 2023	BANK OF NEW YORK MELLON CORP	0.06%	21.31K	34.1K	0	0
Dec 31, 2023	CI PRIVATE WEALTH, LLC	0.08%	25K	40K	5K	+25.00%
Dec 31, 2023	MML INVESTORS SERVICES, LLC	0.1%	31.92K	51K	5K	+18.57%
Dec 31, 2023	PURE FINANCIAL ADVISORS, LLC	0.03%	10.75K	17.21K	0	0
Dec 31, 2023	CHARLES SCHWAB INVESTMENT MANAGEMENT INC	0.04%	12.96K	20.74K	0	0
Dec 31, 2023	BIP WEALTH, LLC	0.6%	200.21K	320.34K	0	0
Dec 31, 2023	GEODE CAPITAL MANAGEMENT, LLC	0.87%	288.26K	461.33K	19.72K	+7.34%
Dec 31, 2023	VANGUARD GROUP INC	1.16%	385.25K	616.4K	7.65K	+2.02%
Dec 31, 2023	NORTHERN TRUST CORP	0.29%	95.19K	152.3K	42.69K	+81.31%
Dec 31, 2023	JPMORGAN CHASE & CO	0%	156	250	156	+100.00%
Dec 31, 2023	WELLS FARGO & COMPANY/MN	0%	217	347	11	+5.34%
Dec 31, 2023	RIGGS ASSET MANAGMENT CO. INC.	0%	600	960	0	0
Dec 31, 2023	BARCLAYS PLC	0%	979	2K	979	+100.00%
Dec 31, 2023	MORGAN STANLEY	0%	1K	1.6K	0	0
Dec 31, 2023	AE WEALTH MANAGEMENT LLC	0.18%	61.2K	95.16K	0	0
Dec 31, 2023	UBS GROUP AG	0.01%	2.37K	3.79K	2.37K	+100.00%
Dec 31, 2023	STATE STREET CORP	0.43%	143.21K	229.14K	0	0

Insiders

Among the NEOV insiders holding of 14.8% of the stake in company, WILLSON BRENT, 10 percent owner, holds the largest shares of 3.55M. , , is the second largest NEOV insider with ownership of - shares. , , stands third with possession of - shares of that stake.

Insiders	Designation	Shares Held
WILLSON BRENT	10 percent owner	3.55M

Buying/Selling by Insiders

Date	Insider	Type	Cost	Shares	Value ($)	Shares Total
Oct 08, 2025	WILLSON BRENT	SALE	0.01	500K	5K	3.55M

Insider Transaction Summary (6 Months)

SHARESTRANS

PURCHASE00

SALES500K1

NET SHARES-500K1

SHARES HELD3.55M1

% NET SHARES-114.08%0%

Frequently Asked Questions

Stock Outstanding Shares

ShortableYes

OptionableYes

Short Percent Of Outstanding Shares5.58

Short Percent Of Float6.33

Shares Outstanding42.58M

Shares Float35.85M

Shares Short2.38M

Short Ratio1.67

6.33%

Short % of Float

5.58%

Short % of Shares Outstanding

Market Insider

Investors cannot turn a blind eye to insiders as well as institutional ownership. They need to follow insider trades to determine the direction the stock is likely to take.

Major Holders Summary

14.8% Percentage of Shares held by All Insiders

20.31% Percentage of Shares held by All Institutions

23.83% Percentage of Float held by Institutions

Number of Institutions Holding Shares

Institutional Ownership

Date	Holder	% Stake	Shares Held	Total Value ($)	Shares	% Change in Portfolio
Dec 31, 2025	BLACKROCK, INC.	1.24%	434.55K	1.32M	8.77K	+2.06%
Dec 31, 2025	LEGACY WEALTH MANAGMENT, LLC/ID	16.58%	5.67M	17.23M	169.82K	+3.09%
Dec 31, 2025	QUARRY LP	0%	531	1.61K	531	+100.00%
Dec 31, 2025	ALLWORTH FINANCIAL LP	0%	950	2.89K	0	0
Dec 31, 2025	POINT72 ASSET MANAGEMENT, L.P.	0.1%	33.69K	102.42K	33.69K	+100.00%
Dec 31, 2025	QUBE RESEARCH & TECHNOLOGIES LTD	0.19%	64.97K	197.5K	54.19K	+502.88%
Dec 31, 2025	NORTHERN TRUST CORP	0.34%	114.91K	349.34K	20.82K	+22.13%
Dec 31, 2025	MILLENNIUM MANAGEMENT LLC	0%	0	-	-11.79K	-100.00%
Dec 31, 2025	CIBC PRIVATE WEALTH GROUP, LLC	0%	1K	3.04K	1K	+100.00%
Dec 31, 2025	STATE STREET CORP	0.39%	135.96K	413.33K	10.7K	+8.54%
Dec 31, 2025	683 CAPITAL MANAGEMENT, LLC	0.55%	193.8K	589.15K	193.8K	+100.00%
Dec 31, 2025	SOVRAN ADVISORS, LLC	1.34%	457.69K	1.57M	225.52K	+97.13%
Dec 31, 2025	VANGUARD GROUP INC	1.35%	473.76K	1.44M	14.77K	+3.22%
Dec 31, 2025	BARCLAYS PLC	0.01%	2.26K	6.86K	2.26K	+100.00%
Dec 31, 2025	TOWER RESEARCH CAPITAL LLC (TRC)	0.01%	5.03K	15.3K	2.77K	+122.11%
Dec 31, 2025	CHARLES SCHWAB INVESTMENT MANAGEMENT INC	0.04%	12.96K	39.41K	0	0
Dec 31, 2025	LIGHTHOUSE INVESTMENT PARTNERS, LLC	0.07%	24.42K	74.24K	24.42K	+100.00%
Dec 31, 2025	MORGAN STANLEY	0.07%	25.15K	76.47K	-5.72K	-18.53%
Dec 31, 2025	MGO ONE SEVEN LLC	0.11%	36.8K	111.87K	0	0
Dec 31, 2025	TRUIST FINANCIAL CORP	0.12%	42.42K	128.95K	42.42K	+100.00%
Dec 31, 2025	BRIDGEWAY CAPITAL MANAGEMENT, LLC	0.15%	52.2K	158.69K	0	0
Dec 31, 2025	BIP WEALTH, LLC	0.66%	226.23K	687.72K	0	0
Dec 31, 2025	CENTENNIAL WEALTH ADVISORY LLC	0.03%	10.1K	30.7K	0	0
Dec 31, 2025	CETERA INVESTMENT ADVISERS	0.04%	12.5K	38K	0	0
Dec 31, 2025	FMR LLC	0%	88	269	55	+166.67%
Dec 31, 2025	CITIGROUP INC	0%	0	-	-18	-100.00%
Dec 31, 2025	VIRTU FINANCIAL LLC	0.05%	16.22K	49K	16.22K	+100.00%
Dec 31, 2025	BANK OF AMERICA CORP /DE/	0%	29	88	-14.71K	-99.80%
Dec 31, 2025	HARBOUR INVESTMENTS, INC.	0%	100	304	0	0
Dec 31, 2025	JPMORGAN CHASE & CO	0%	603	1.83K	603	+100.00%
Dec 31, 2025	JANE STREET GROUP, LLC	0.06%	19.69K	59.86K	-34	-0.17%
Dec 31, 2025	MARSHALL WACE, LLP	0.06%	19.96K	60.66K	-63.64K	-76.13%
Dec 31, 2025	UBS GROUP AG	0.19%	65.86K	200.22K	-116.6K	-63.90%
Dec 31, 2025	OMERS ADMINISTRATION CORP	0.22%	75.6K	229.82K	75.6K	+100.00%
Dec 31, 2025	GEODE CAPITAL MANAGEMENT, LLC	0.94%	329.75K	1M	9.39K	+2.93%
Sep 30, 2025	FMR LLC	0%	33	149	0	0
Sep 30, 2025	CETERA INVESTMENT ADVISERS	0.04%	12.5K	55.75K	12.5K	+100.00%
Sep 30, 2025	BANK OF AMERICA CORP /DE/	0.04%	14.74K	65.72K	14.44K	+4,929.35%
Sep 30, 2025	MORGAN STANLEY	0.09%	30.88K	137.71K	27.29K	+759.82%
Sep 30, 2025	SUSQUEHANNA INTERNATIONAL GROUP, LLP	0%	0	-	-14.14K	-100.00%
Sep 30, 2025	RAYMOND JAMES FINANCIAL INC	0%	0	-	-1.49K	-100.00%
Sep 30, 2025	CITIGROUP INC	0%	18	80	18	+100.00%
Sep 30, 2025	MARSHALL WACE, LLP	0.25%	83.59K	372.81K	83.59K	+100.00%
Sep 30, 2025	CHARLES SCHWAB INVESTMENT MANAGEMENT INC	0.04%	12.96K	57.82K	0	0
Sep 30, 2025	STATE STREET CORP	0.37%	125.26K	558.68K	7K	+5.92%
Sep 30, 2025	BIP WEALTH, LLC	0.67%	226.23K	1.01M	0	0
Sep 30, 2025	SOVRAN ADVISORS, LLC	0.69%	232.17K	935.65K	65.25K	+39.09%
Sep 30, 2025	GEODE CAPITAL MANAGEMENT, LLC	0.95%	320.36K	1.43M	778	+0.24%
Sep 30, 2025	TOWER RESEARCH CAPITAL LLC (TRC)	0.01%	2.27K	10.11K	1.16K	+105.63%
Sep 30, 2025	ALLWORTH FINANCIAL LP	0%	950	4.24K	0	0
Sep 30, 2025	BLACKROCK, INC.	1.27%	425.78K	1.9M	7.22K	+1.73%
Sep 30, 2025	VANGUARD GROUP INC	1.37%	458.99K	2.05M	47.52K	+11.55%
Sep 30, 2025	LEGACY WEALTH MANAGMENT, LLC/ID	16.37%	5.5M	24.53M	932.21K	+20.41%
Sep 30, 2025	ROSSBY FINANCIAL, LCC	0%	0	-	-104K	-100.00%
Sep 30, 2025	CENTENNIAL WEALTH ADVISORY LLC	0.03%	10.1K	45.05K	0	0
Sep 30, 2025	JANE STREET GROUP, LLC	0.06%	19.72K	87.97K	-29.3K	-59.76%
Sep 30, 2025	QUBE RESEARCH & TECHNOLOGIES LTD	0.03%	10.78K	48.06K	10.78K	+100.00%
Sep 30, 2025	MILLENNIUM MANAGEMENT LLC	0.04%	11.79K	52.59K	11.79K	+100.00%
Sep 30, 2025	MGO ONE SEVEN LLC	0.11%	36.8K	164.13K	36.8K	+100.00%
Sep 30, 2025	BRIDGEWAY CAPITAL MANAGEMENT, LLC	0.16%	52.2K	232.81K	0	0
Sep 30, 2025	NORTHERN TRUST CORP	0.28%	94.09K	419.66K	-30.08K	-24.22%
Sep 30, 2025	UBS GROUP AG	0.54%	182.46K	813.77K	-128.86K	-41.39%
Sep 30, 2025	HARBOUR INVESTMENTS, INC.	0%	100	446	0	0
Jun 30, 2025	ARLINGTON FINANCIAL ADVISORS, LLC	0%	0	-	-58K	-100.00%
Jun 30, 2025	BLACKROCK, INC.	1.24%	418.56K	1.38M	-37.98K	-8.32%
Jun 30, 2025	BIP WEALTH, LLC	0.67%	226.23K	746.54K	0	0
Jun 30, 2025	HARBOUR INVESTMENTS, INC.	0%	100	330	0	0
Jun 30, 2025	RAYMOND JAMES FINANCIAL INC	0%	1.49K	4.92K	1.49K	+100.00%
Jun 30, 2025	ALLWORTH FINANCIAL LP	0%	950	3.14K	0	0
Jun 30, 2025	UBS GROUP AG	0.93%	311.31K	1.03M	157.63K	+102.56%
Jun 30, 2025	NORTHERN TRUST CORP	0.37%	124.17K	409.77K	614	+0.50%
Jun 30, 2025	STATE STREET CORP	0.35%	118.26K	390.27K	8K	+7.26%
Jun 30, 2025	BRIDGEWAY CAPITAL MANAGEMENT, LLC	0.16%	52.2K	172.26K	0	0
Jun 30, 2025	JANE STREET GROUP, LLC	0.15%	49.02K	161.76K	-13.24K	-21.26%
Jun 30, 2025	SUSQUEHANNA INTERNATIONAL GROUP, LLP	0.04%	14.14K	46.67K	-659	-4.45%
Jun 30, 2025	CHARLES SCHWAB INVESTMENT MANAGEMENT INC	0.04%	12.96K	42.78K	0	0
Jun 30, 2025	TOWER RESEARCH CAPITAL LLC (TRC)	0%	1.1K	3.64K	-5.05K	-82.09%
Jun 30, 2025	BANK OF AMERICA CORP /DE/	0%	293	967	50	+20.58%
Jun 30, 2025	VANGUARD GROUP INC	1.22%	411.47K	1.36M	0	0
Jun 30, 2025	GEODE CAPITAL MANAGEMENT, LLC	0.95%	319.58K	1.06M	-1.09K	-0.34%
Jun 30, 2025		0.31%	104K	343.2K	-11K	-9.57%
Jun 30, 2025	FMR LLC	0%	33	110	33	+100.00%
Jun 30, 2025	HRT FINANCIAL LP	0%	0	-	-13.21K	-100.00%
Jun 30, 2025	CENTENNIAL WEALTH ADVISORY LLC	0.03%	10.1K	33.33K	0	0
Jun 30, 2025	MORGAN STANLEY	0.01%	3.59K	11.85M	-5.24K	-59.34%
Jun 30, 2025	LEGACY INVESTMENT SOLUTIONS, LLC	13.58%	4.57M	15.07M	4.57M	+100.00%
Jun 30, 2025	LEGACY WEALTH MANAGMENT, LLC/ID	13.58%	4.57M	15.07M	944.76K	+26.08%
Jun 30, 2025	SOVRAN ADVISORS, LLC	0.5%	166.92K	609.26K	250	+0.15%
Jun 30, 2025	ROSSBY FINANCIAL, LCC	0.31%	104K	343.2K	-11K	-9.57%
Mar 31, 2025	MARSHALL WACE, LLP	0%	0	-	-32.13K	-100.00%
Mar 31, 2025	VANGUARD GROUP INC	1.22%	411.47K	892.88K	0	0
Mar 31, 2025	NORTHERN TRUST CORP	0.37%	123.56K	268.12K	-4.44K	-3.47%
Mar 31, 2025	MORGAN STANLEY	0.03%	8.83K	19.17K	2.05K	+30.21%
Mar 31, 2025	UBS GROUP AG	0.46%	153.69K	333.5K	150.66K	+4,978.92%
Mar 31, 2025	BIP WEALTH, LLC	0.67%	226.23K	490.91K	7.12K	+3.25%
Mar 31, 2025	BEACON CAPITAL MANAGEMENT, LLC	0%	0	-	-5K	-100.00%
Mar 31, 2025	CENTENNIAL WEALTH ADVISORY LLC	0.03%	10.1K	21.92K	0	0
Mar 31, 2025	BARCLAYS PLC	0%	0	-	-4.53K	-100.00%
Mar 31, 2025	ARLINGTON FINANCIAL ADVISORS, LLC	0.17%	58K	125.86K	58K	+100.00%
Mar 31, 2025	GEODE CAPITAL MANAGEMENT, LLC	0.95%	320.67K	696.05K	12.05K	+3.90%
Mar 31, 2025		0%	0	-	-830	-100.00%
Mar 31, 2025	POINT72 ASIA (SINGAPORE) PTE. LTD.	0%	0	-	-9.12K	-100.00%
Mar 31, 2025	BALYASNY ASSET MANAGEMENT L.P.	0%	0	-	-17.31K	-100.00%
Mar 31, 2025	TOWER RESEARCH CAPITAL LLC (TRC)	0.02%	6.15K	13.35K	3.1K	+101.34%
Mar 31, 2025	GOLDMAN SACHS GROUP INC	0%	0	-	-113.62K	-100.00%
Mar 31, 2025	CHARLES SCHWAB INVESTMENT MANAGEMENT INC	0.04%	12.96K	28.13K	0	0
Mar 31, 2025	HRT FINANCIAL LP	0.04%	13.21K	28K	13.21K	+100.00%
Mar 31, 2025	JANE STREET GROUP, LLC	0.19%	62.26K	135.1K	-16.08K	-20.52%
Mar 31, 2025	BRIDGEWAY CAPITAL MANAGEMENT, LLC	0.16%	52.2K	113.27K	52.2K	+100.00%
Mar 31, 2025	SUSQUEHANNA INTERNATIONAL GROUP, LLP	0.04%	14.8K	32.12K	-14	-0.09%
Mar 31, 2025	ALLWORTH FINANCIAL LP	0%	950	2.17K	0	0
Mar 31, 2025	BANK OF AMERICA CORP /DE/	0%	243	527	-45.89K	-99.47%
Mar 31, 2025	HARBOUR INVESTMENTS, INC.	0%	100	217	0	0
Mar 31, 2025	FMR LLC	0%	0	-	-200	-100.00%
Mar 31, 2025	POINT72 (DIFC) LTD	0%	0	-	-1.6K	-100.00%
Mar 31, 2025	BLACKROCK, INC.	1.36%	456.54K	990.69K	4.95K	+1.10%
Mar 31, 2025	STATE STREET CORP	0.33%	110.26K	239.27K	0	0
Mar 31, 2025	SCHONFELD STRATEGIC ADVISORS LLC	0%	0	-	-35.54K	-100.00%
Mar 31, 2024	WELLS FARGO & COMPANY/MN	0%	221	261	4	+1.84%
Mar 31, 2024	RIGGS ASSET MANAGMENT CO. INC.	0%	600	708	0	0
Mar 31, 2024	TOWER RESEARCH CAPITAL LLC (TRC)	0.02%	7.39K	8.71K	7.39K	+100.00%
Mar 31, 2024	CHARLES SCHWAB INVESTMENT MANAGEMENT INC	0.04%	12.96K	15.3K	0	0
Mar 31, 2024	CI PRIVATE WEALTH, LLC	0.08%	25K	29.5K	0	0
Mar 31, 2024	TRUIST FINANCIAL CORP	0.2%	65K	76.7K	65K	+100.00%
Mar 31, 2024	NORTHERN TRUST CORP	0.27%	90.02K	106.22K	-5.17K	-5.43%
Mar 31, 2024	JPMORGAN CHASE & CO	0%	0	-	-156	-100.00%
Mar 31, 2024	BLACKROCK INC.	1.25%	414.7K	489.35K	-2.84K	-0.68%
Mar 31, 2024	VANGUARD GROUP INC	1.16%	385.25K	454.6K	0	0
Mar 31, 2024	AE WEALTH MANAGEMENT LLC	0%	0	-	-61.2K	-100.00%
Mar 31, 2024	BIP WEALTH, LLC	0.6%	200.21K	236.25K	0	0
Mar 31, 2024	GEODE CAPITAL MANAGEMENT, LLC	0.87%	288.26K	340.24K	0	0
Mar 31, 2024	UBS GROUP AG	0%	0	-	-2.37K	-100.00%
Mar 31, 2024	PURE FINANCIAL ADVISORS, LLC	0%	0	-	-10.75K	-100.00%
Mar 31, 2024	BARCLAYS PLC	0%	0	-	-979	-100.00%
Mar 31, 2024	MORGAN STANLEY	0%	1K	1.18K	0	0
Mar 31, 2024	SQUAREPOINT OPS LLC	0.04%	14.67K	17.31K	14.67K	+100.00%
Mar 31, 2024	STATE STREET CORP	0.43%	143.21K	168.99K	0	0
Mar 31, 2024	BANK OF NEW YORK MELLON CORP	0%	0	-	-21.31K	-100.00%
Mar 31, 2024	MML INVESTORS SERVICES, LLC	0%	0	-	-31.92K	-100.00%
Dec 31, 2023	BLACKROCK INC.	1.26%	417.54K	668.07K	-802	-0.19%
Dec 31, 2023	BANK OF NEW YORK MELLON CORP	0.06%	21.31K	34.1K	0	0
Dec 31, 2023	CI PRIVATE WEALTH, LLC	0.08%	25K	40K	5K	+25.00%
Dec 31, 2023	MML INVESTORS SERVICES, LLC	0.1%	31.92K	51K	5K	+18.57%
Dec 31, 2023	PURE FINANCIAL ADVISORS, LLC	0.03%	10.75K	17.21K	0	0
Dec 31, 2023	CHARLES SCHWAB INVESTMENT MANAGEMENT INC	0.04%	12.96K	20.74K	0	0
Dec 31, 2023	BIP WEALTH, LLC	0.6%	200.21K	320.34K	0	0
Dec 31, 2023	GEODE CAPITAL MANAGEMENT, LLC	0.87%	288.26K	461.33K	19.72K	+7.34%
Dec 31, 2023	VANGUARD GROUP INC	1.16%	385.25K	616.4K	7.65K	+2.02%
Dec 31, 2023	NORTHERN TRUST CORP	0.29%	95.19K	152.3K	42.69K	+81.31%
Dec 31, 2023	JPMORGAN CHASE & CO	0%	156	250	156	+100.00%
Dec 31, 2023	WELLS FARGO & COMPANY/MN	0%	217	347	11	+5.34%
Dec 31, 2023	RIGGS ASSET MANAGMENT CO. INC.	0%	600	960	0	0
Dec 31, 2023	BARCLAYS PLC	0%	979	2K	979	+100.00%
Dec 31, 2023	MORGAN STANLEY	0%	1K	1.6K	0	0
Dec 31, 2023	AE WEALTH MANAGEMENT LLC	0.18%	61.2K	95.16K	0	0
Dec 31, 2023	UBS GROUP AG	0.01%	2.37K	3.79K	2.37K	+100.00%
Dec 31, 2023	STATE STREET CORP	0.43%	143.21K	229.14K	0	0

Insiders

Insiders	Designation	Shares Held
WILLSON BRENT	10 percent owner	3.55M

Buying/Selling by Insiders

Date	Insider	Type	Cost	Shares	Value ($)	Shares Total
Oct 08, 2025	WILLSON BRENT	SALE	0.01	500K	5K	3.55M

Insider Transaction Summary (6 Months)

SHARESTRANS

PURCHASE00

SALES500K1

NET SHARES-500K1

SHARES HELD3.55M1

% NET SHARES-114.08%0%

NEOV Stock Ownership Breakdown

NeoVolta

Stock Outstanding Shares

Market Insider

Institutional Ownership

Insiders

Buying/Selling by Insiders

Insider Transaction Summary (6 Months)

Frequently Asked Questions

Stock Outstanding Shares

Market Insider

Institutional Ownership

Insiders

Buying/Selling by Insiders

Insider Transaction Summary (6 Months)

Frequently Asked Questions