NeoVolta

NEOV • NASDAQ

NeoVolta is a electrical equipment & parts company in the industrials sector on NASDAQ, led by Ardes Johnson, with a market cap of $127.8M. As of Q3 2025, 23% of shares are held by 25 institutional investors, with Legacy Wealth Managment, LLC/ID as the largest holder at 16.07%.

CEOArdes Johnson

Market Cap$127.8M

Electrical Equipment & Parts

Industrials

Employees7.0

Websiteneovolta.com

Country

United States of America

Overview

Overview of institutional ownership in NEOV as of Q3 2025 with a market cap of $152.6M

All Institutions

Institutions: 25
Value Held: $35.0M
Shares Held: 7.9M
Avg Position: $1.4M
Median Position: $137.7K

Hedge Funds

Hedge Funds: 1
Value Held: $52.6K
Shares Held: 11.8K
Avg Position: $52.6K
Median Position: $52.6K

Ownership Breakdown

Institutional (non-HF)

22.89%

$34.9M

Hedge Funds

0.034%

$52.6K

Retail & Other

77.08%

$117.6M

Based on market cap of $152.6M as of Q3 2025. Institutional (non-HF) excludes hedge funds to avoid double counting.

Biggest Investors

Institutions with the largest positions in NEOV as of Q3 2025

Institution	Key People	Position Value	Ownership	Owned Since	Total AUM (Long)
Legacy Wealth Managment, LLC/ID RIA/Wealth	Edwin Kyu Sung Ryu Member	$24.5M 11.47% of portfolio	16.07% 5.5M shares	Q3 2024 Held for 1y 2m	$213.7M
VANGUARD GROUP INC Institution	Salim Ramji CEO	$2.0M 0.00% of portfolio	1.34% 459.0K shares	Q3 2022 Held for 3y 2m	$6.69T
B BlackRock, Inc. Institution	-	$1.9M 0.00% of portfolio	1.24% 425.8K shares	Q3 2022 Held for 3y 2m	$5.67T
GEODE CAPITAL MANAGEMENT LLC ETF Provider	David Kenneth Lane CEO	$1.4M 0.00% of portfolio	0.94% 320.4K shares	Q3 2022 Held for 3y 2m	$1.57T
BIP Wealth, LLC RIA/Wealth	William Joseph Harris CEO	$1.0M 0.05% of portfolio	0.66% 226.2K shares	Q3 2023 Held for 2y 2m	$2.0B
Sovran Advisors, LLC RIA/Wealth	Paul Richard Justin CEO	$935.6K 0.08% of portfolio	0.68% 232.2K shares	Q4 2024 Held for 11 months	$1.1B
UBS Group AG Institution	Sergio P. Ermotti CEO	$813.8K 0.00% of portfolio	0.53% 182.5K shares	Q3 2024 Held for 1y 2m	$511.54B
STATE STREET CORP Institution	Ronald P. O'Hanley CEO	$558.7K 0.00% of portfolio	0.37% 125.3K shares	Q1 2023 Held for 2y 8m	$2.88T
NORTHERN TRUST CORP Institution	Michael G. O'Grady CEO	$419.7K 0.00% of portfolio	0.28% 94.1K shares	Q3 2022 Held for 3y 2m	$782.01B
Marshall Wace LLP Institution	Diana Lj Harrison President	$372.8K 0.00% of portfolio	0.24% 83.6K shares	Q3 2025 Held for 2 months	$90.3B

Net Capital Flow

Institutional buying and selling activity for NEOV in Q3 2025

Traded: +$4.3M
Buyers: 15
Sellers: 6
Total Bought: +$5.6M
Total Sold: −$1.2M
Avg Position: $1.2M

Biggest Buyers

Institution	Net Bought	Current Position
Legacy Wealth Managment, LLC/ID RIA/Wealth	+$4.2M +932.2K shares	$24.5M 5.5M shares
Marshall Wace LLP Institution	+$372.8K +83.6K shares	$372.8K 83.6K shares
Sovran Advisors, LLC RIA/Wealth	+$263.0K +65.3K shares	$935.6K 232.2K shares
VANGUARD GROUP INC Institution	+$211.9K +47.5K shares	$2.0M 459.0K shares
We Are One Seven, LLC RIA/Wealth	+$164.1K +36.8K shares	$164.1K 36.8K shares
MORGAN STANLEY RIA/Wealth	+$121.7K +27.3K shares	$137.7K 30.9K shares
BANK OF AMERICA CORP /DE/ Institution	+$64.4K +14.4K shares	$65.7K 14.7K shares
Cetera Investment Advisers RIA/Wealth	+$55.8K +12.5K shares	$55.8K 12.5K shares
MILLENNIUM MANAGEMENT LLC Hedge Fund•Multi-Strategy	+$52.6K +11.8K shares	$52.6K 11.8K shares
Q Qube Research & Technologies Ltd Institution	+$48.1K +10.8K shares	$48.1K 10.8K shares

Biggest Sellers

Institution	Net Sold	Current Position
UBS Group AG Institution	−$574.7K −128.9K shares	$813.8K 182.5K shares
R Rossby Financial, LCC RIA/Wealth	−$343.2K −104.0K shares	Sold Off 0 shares
NORTHERN TRUST CORP Institution	−$134.1K −30.1K shares	$419.7K 94.1K shares
J JANE STREET GROUP, LLC Institution	−$130.7K −29.3K shares	$88.0K 19.7K shares
SUSQUEHANNA INTERNATIONAL GROUP, LLP Private Equity	−$46.7K −14.1K shares	Sold Off 0 shares
RAYMOND JAMES FINANCIAL INC RIA/Wealth	−$4.9K −1.5K shares	Sold Off 0 shares

Entry and Exit Activity

Institutions that initiated new positions or completely exited NEOV in Q3 2025

New Positions: 5
New Value: $320.6K
Exited Positions: 3
Exited Value: $394.8K

New Positions

Institution	Position Value
We Are One Seven, LLC RIA/Wealth	$164.1K 36.8K shares
Cetera Investment Advisers RIA/Wealth	$55.8K 12.5K shares
MILLENNIUM MANAGEMENT LLC Hedge Fund•Multi-Strategy	$52.6K 11.8K shares
Q Qube Research & Technologies Ltd Institution	$48.1K 10.8K shares
CITIGROUP INC Institution	$80.0 18.0 shares

Exited Positions

Institution	Previous Position
R Rossby Financial, LCC RIA/Wealth	$343.2K 104.0K shares
SUSQUEHANNA INTERNATIONAL GROUP, LLP Private Equity	$46.7K 14.1K shares
RAYMOND JAMES FINANCIAL INC RIA/Wealth	$4.9K 1.5K shares

Options Activity

Institutions with the largest Call and Put options positions in NEOV as of Q3 2025

Call Positions: 0
Call Value: -
Put Positions: 0
Put Value: -

Call Positions

Institution	Position Value
No call positions found

Put Positions

Institution	Position Value
No put positions found

Most Committed Institutions

Institutions with NEOV as the highest % of their portfolio as of Q3 2025

Institution	Key People	Portfolio Weight	Ownership	Owned Since	Total AUM (Long)
Legacy Wealth Managment, LLC/ID RIA/Wealth	Edwin Kyu Sung Ryu Member	11.47% $24.5M	16.07% 5.5M shares	Q3 2024 Held for 1y 2m	$213.7M
Sovran Advisors, LLC RIA/Wealth	Paul Richard Justin CEO	0.08% $935.6K	0.68% 232.2K shares	Q4 2024 Held for 11 months	$1.1B
BIP Wealth, LLC RIA/Wealth	William Joseph Harris CEO	0.05% $1.0M	0.66% 226.2K shares	Q3 2023 Held for 2y 2m	$2.0B
Centennial Wealth Advisory LLC RIA/Wealth	Luke Leonard Mooi CCO	0.01% $45.0K	0.03% 10.1K shares	Q3 2024 Held for 1y 2m	$359.3M
B BRIDGEWAY CAPITAL MANAGEMENT INC Long Only Manager	John Noland Ryan Montgomery CEO	0.00% $232.8K	0.15% 52.2K shares	Q1 2025 Held for 8 months	$4.7B
We Are One Seven, LLC RIA/Wealth	Richard Julius Gross President	0.00% $164.1K	0.11% 36.8K shares	Q3 2025 Held for 2 months	$4.3B
Marshall Wace LLP Institution	Diana Lj Harrison President	0.00% $372.8K	0.24% 83.6K shares	Q3 2025 Held for 2 months	$90.3B
T Tower Research Capital LLC Institution	-	0.00% $10.1K	0.01% 2.3K shares	Q1 2024 Held for 1y 8m	$3.6B
UBS Group AG Institution	Sergio P. Ermotti CEO	0.00% $813.8K	0.53% 182.5K shares	Q3 2024 Held for 1y 2m	$511.54B
J JANE STREET GROUP, LLC Institution	-	0.00% $88.0K	0.06% 19.7K shares	Q4 2024 Held for 11 months	$84.1B