Institutional HoldersBeta

Who holds a company, from every 13F filed for the quarter, one row per filer exactly as filed, against the latest share count the company reported.

NeoVolta Inc.

CIK 0001748137NEOVNEOVW· quarter ending 2026-06-30

Shares outstanding

59,013,247

as of 2026-09-23 · 10-K cover page, filed 2026-09-23

Held by 13F filers

15,250,379

25.8% of shares outstanding

Holders

+4 vs 2026-03-31 · 17 new, 13 exited

Value

$48.0M

shares +45.4% vs prior quarter

Share classes (cover page of the 10-K filed 2026-09-23, as of 2026-09-23)

Class	Listed	Shares outstanding	Held by 13F filers	% of class	Holders	CUSIP
Common stock	NEOV · NASDAQ	59,013,247	15,250,379	25.8%	40	640655106

Each class is compared with its own share count; classes are not added together. A class that is not exchange-listed cannot be held by 13F filers.

Securities (CUSIPs held in 13F this quarter)

tick to combine

Count	CUSIP	Class (as filers write it)	Holders	Shares held	Class shares	% of class	Value	Options	Mapped via
	640655106	COM	40	15,250,379	59,013,247	25.8%	$48.0M	2 call / 3 put	13DG	holders →
	640655114	*W EXP 04/01/202not common	6	219,585	—	—	$309K	—	prefix	holders →

Totals combine the ticked CUSIPs and update as you tick: common-stock classes by default; preferreds, notes, warrants and depositary shares are listed but not counted. "holders →" shows a single CUSIP on its own. Bonds are held as a principal amount, not shares. Options positions are never counted as holdings.

Top holders (40 of 40 · 640655106)

change vs 2026-03-31

#	Filer	Shares	% of class	Value	Change
1	Legacy Wealth Managment, LLC/ID	4,896,515	8.30%	$15.4M	-428,509 (-8.0%)
2	MARSHALL WACE, LLP	1,975,423	3.35%	$6.2M	+1,849,432 (+1467.9%)
3	VANGUARD CAPITAL MANAGEMENT LLC	1,948,140	3.30%	$6.1M	+262,219 (+15.6%)
4	AWM Investment Company, Inc.	1,645,557	2.79%	$5.2M	NEW
5	Alyeska Investment Group, L.P.	1,550,000	2.63%	$4.9M	NEW
6	BlackRock, Inc.	518,297	0.88%	$1.6M	+27,281 (+5.6%)
7	GEODE CAPITAL MANAGEMENT, LLC	438,387	0.74%	$1.4M	+67,169 (+18.1%)
8	Arosa Capital Management LP	320,000	0.54%	$1.0M	NEW
9	RENAISSANCE TECHNOLOGIES LLC	263,751	0.45%	$831K	NEW
10	VANGUARD FIDUCIARY TRUST CO	219,931	0.37%	$693K	-13,684 (-5.9%)
11	BIP Wealth, LLC	214,159	0.36%	$675K	—
12	HRT FINANCIAL LP	178,411	0.30%	$561K	NEW
13	UBS Group AG	173,800	0.29%	$547K	-65,128 (-27.3%)
14	CITADEL ADVISORS LLC	158,461	0.27%	$499K	NEW
15	STATE STREET CORP	149,164	0.25%	$470K	—
16	Scientech Research LLC	107,676	0.18%	$339K	NEW
17	MGO ONE SEVEN LLC	88,500	0.15%	$279K	NEW
18	NORTHERN TRUST CORP	84,514	0.14%	$266K	-29,816 (-26.1%)
19	RAYMOND JAMES FINANCIAL INC	38,790	0.07%	$122K	NEW
20	Centiva Capital, LP	32,996	0.06%	$104K	NEW
21	GOLDMAN SACHS GROUP INC	32,381	0.05%	$102K	-31,262 (-49.1%)
22	Keel Point, LLC	32,355	0.05%	$102K	NEW
23	Sovran Advisors, LLC	24,509	0.04%	$49K	—
24	SIMPLEX TRADING, LLC	23,721	0.04%	$75K	+22,949 (+2972.7%)
25	GROUP ONE TRADING LLC	20,289	0.03%	$64K	NEW
26	INDEPENDENT FINANCIAL GROUP, LLC	18,580	0.03%	$59K	NEW
27	Mariner, LLC	16,000	0.03%	$50K	NEW
28	Tower Research Capital LLC (TRC)	12,584	0.02%	$40K	+12,466 (+10564.4%)
29	JANE STREET GROUP, LLC	12,381	0.02%	$39K	NEW
30	SUSQUEHANNA INTERNATIONAL GROUP, LLP	12,297	0.02%	$39K	-187,870 (-93.9%)
31	Centennial Wealth Advisory LLC	10,100	0.02%	$32K	—
32	MORGAN STANLEY	9,407	0.02%	$30K	-13,485 (-58.9%)
33	JPMORGAN CHASE & CO	9,322	0.02%	$22K	+9,296 (+35753.8%)
34	Vanguard Global Advisers, LLC	8,810	0.01%	$28K	—
35	WELLS FARGO & COMPANY/MN	3,545	0.01%	$11K	NEW
36	Allworth Financial LP	950	0.00%	$3K	—
37	FMR LLC	527	0.00%	$2K	+460 (+686.6%)
38	HARBOUR INVESTMENTS, INC.	100	0.00%	$315	—
39	Caitong International Asset Management Co., Ltd	40	0.00%	$126	NEW
40	BARCLAYS PLC	9	0.00%	$28	-108,518 (-100.0%)

Exited since 2026-03-31 (13 filers; largest 13 shown)

Davidson Kempner Capital Management LP	−400,000
MILLENNIUM MANAGEMENT LLC	−259,900
683 Capital Management, LLC	−170,000
Hudson Bay Capital Management LP	−59,182
Schonfeld Strategic Advisors LLC	−50,718
TRUIST FINANCIAL CORP	−42,416
BANK OF AMERICA CORP /DE/	−38,187
OMERS ADMINISTRATION Corp	−34,000
CHARLES SCHWAB INVESTMENT MANAGEMENT INC	−12,964
Brevan Howard Capital Management LP	−12,510
Squarepoint Ops LLC	−11,173
CITIGROUP INC	−4,953
ROYAL BANK OF CANADA	−899

Large holders from 13D/13G (latest per reporting person, last 2 years)

Filed when a holder crosses 5% or changes materially, so often more current than the quarter-end 13F. Percentages are the filer's own, against the share count they used.

Reporting person	Form	Filed	Event	Shares	% of class
Infinite Grid Capital Fund I, LP	SCHEDULE 13G/A	2026-08-14	2026-06-30	4,000,000	6.8%
Infinite Grid Capital, LP	SCHEDULE 13G/A	2026-08-14	2026-06-30	4,500,000	7.6%
ANTHONY A. YOSELOFF	SCHEDULE 13G	2026-01-29	2026-01-22	1,704,185	4.45%
Davidson Kempner Arbitrage, Equities & Relative Value LP	SCHEDULE 13G	2026-01-29	2026-01-22	1,667,545	4.35%
DAVIDSON KEMPNER CAPITAL MANAGEMENT LP	SCHEDULE 13G	2026-01-29	2026-01-22	1,704,185	4.45%
M.H. DAVIDSON & CO.	SCHEDULE 13G	2026-01-29	2026-01-22	36,640	0.1%

Source: SEC Form 13F-HR information tables for the quarter ending 2026-06-30 (filed within 45 days of quarter end; amendments applied; values normalised to dollars), the share count from the company's latest 10-K/10-Q XBRL cover page, and Schedule 13D/13G filings. Each row is a legal 13F filer as filed — related entities (e.g. Vanguard's advisers) are not merged. Retail brokerage accounts are not reported on 13F, so the remainder is mostly retail and insiders.