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Neovolta Inc (NEOV)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile
Sovran Advisors, LLC
INCREASED
Shares1,298,512 from 24,509
Change+1,274,003 (+5198%)
Value$3.0M (+$2.9M)
Filed 2026-11-02
Geode Capital Management, LLC
INCREASED
Shares568,353 from 438,387
Change+129,966 (+30%)
Value$1.5M (+$97.2K)
Filed 2026-11-06
BIP Wealth, LLC
UNCHANGED
Shares214,159 from 214,159
Change0 (0%)
Value$556.8K (-$117.8K)
Filed 2026-10-22
Chicago Partners Investment Group LLC
NEW
Shares110,965
Change+110,965
Value$239.7K
Filed 2026-10-27
MGO One Seven LLC
UNCHANGED
Shares88,500 from 88,500
Change0 (0%)
Value$230.1K (-$48.7K)
Filed 2026-10-28
Kestra Advisory Services, LLC
NEW
Shares55,000
Change+55,000
Value$143.0K
Filed 2026-11-02
Wealth Enhancement Advisory Services, LLC
NEW
Shares40,019
Change+40,019
Value$104.0K
Filed 2026-10-13
Imc-Chicago, LLC
NEW
Shares37,093
Change+37,093
Value$96.4K
Filed 2026-11-05
Jefferies Financial Group Inc.
NEW
Shares32,500
Change+32,500
Value$84.5K
Filed 2026-11-05
Barclays PLC
INCREASED
Shares30,517 from 9
Change+30,508 (+338978%)
Value$79.3K (+$79.3K)
Filed 2026-11-06
LPL Financial LLC
NEW
Shares25,964
Change+25,964
Value$67.5K
Filed 2026-11-06
Almanack Investment Partners, Llc.
NEW
Shares21,000
Change+21,000
Value$54.6K
Filed 2026-11-03
StoneX Group Inc.
NEW
Shares17,475
Change+17,475
Value$63.0K
Filed 2026-11-03
Simplex Trading, LLC
DECREASED
Shares17,266 from 23,721
Change-6,455 (-27%)
Value$44.9K (-$29.8K)
Filed 2026-11-04
Sage Capital Management, LLC
NEW
Shares12,755
Change+12,755
Value$33.2K
Filed 2026-10-20
Centennial Wealth Advisory LLC
UNCHANGED
Shares10,100 from 10,100
Change0 (0%)
Value$26.3K (-$5.6K)
Filed 2026-10-16
Allworth Financial LP
UNCHANGED
Shares950 from 950
Change0 (0%)
Value$3.0K ($0)
Filed 2026-11-06
Spire Wealth Management
NEW
Shares350
Change+350
Value$910
Filed 2026-10-30
Gamma Investing LLC
NEW
Shares130
Change+130
Value$338
Filed 2026-10-08
Caitong International Asset Management Co., Ltd
INCREASED
Shares65 from 40
Change+25 (+63%)
Value$169 (+$43)
Filed 2026-10-29
Citigroup Inc
NEW
Shares60
Change+60
Value$156
Filed 2026-11-04
Independent Financial Group, LLC
CLOSED
Shares0 from 18,580
Change-18,580 (-100%)
Value$0 (-$58.5K)
Filed 2026-10-13
Legacy Wealth Managment, LLC
N/A
Shares— from 4,896,515
Change-4,896,515 (-100%)
Value—
Marshall Wace, LLP
N/A
Shares— from 1,975,423
Change-1,975,423 (-100%)
Value—
Vanguard Capital Management LLC
N/A
Shares— from 1,948,140
Change-1,948,140 (-100%)
Value—
AWM Investment Company, Inc.
N/A
Shares— from 1,645,557
Change-1,645,557 (-100%)
Value—
Alyeska Investment Group, L.P.
N/A
Shares— from 1,550,000
Change-1,550,000 (-100%)
Value—
BlackRock, Inc.
N/A
Shares— from 518,297
Change-518,297 (-100%)
Value—
Arosa Capital Management LP
N/A
Shares— from 320,000
Change-320,000 (-100%)
Value—
Renaissance Technologies LLC
N/A
Shares— from 263,751
Change-263,751 (-100%)
Value—
Vanguard Fiduciary Trust Co
N/A
Shares— from 219,931
Change-219,931 (-100%)
Value—
HRT Financial LP
N/A
Shares— from 178,411
Change-178,411 (-100%)
Value—
UBS Group AG
N/A
Shares— from 173,800
Change-173,800 (-100%)
Value—
Citadel Advisors LLC
N/A
Shares— from 158,461
Change-158,461 (-100%)
Value—
State Street Corp
N/A
Shares— from 149,164
Change-149,164 (-100%)
Value—
Scientech Research LLC
N/A
Shares— from 107,676
Change-107,676 (-100%)
Value—
Northern Trust Corp
N/A
Shares— from 84,514
Change-84,514 (-100%)
Value—
Raymond James Financial Inc
N/A
Shares— from 38,790
Change-38,790 (-100%)
Value—
Centiva Capital, LP
N/A
Shares— from 32,996
Change-32,996 (-100%)
Value—
Goldman Sachs Group Inc
N/A
Shares— from 32,381
Change-32,381 (-100%)
Value—
Keel Point, LLC
N/A
Shares— from 32,355
Change-32,355 (-100%)
Value—
Group One Trading LLC
N/A
Shares— from 20,289
Change-20,289 (-100%)
Value—
Mariner, LLC
N/A
Shares— from 16,000
Change-16,000 (-100%)
Value—
Tower Research Capital LLC (TRC)
N/A
Shares— from 12,584
Change-12,584 (-100%)
Value—
Jane Street Group, LLC
N/A
Shares— from 12,381
Change-12,381 (-100%)
Value—
Susquehanna International Group, LLP
N/A
Shares— from 12,297
Change-12,297 (-100%)
Value—
Morgan Stanley
N/A
Shares— from 9,407
Change-9,407 (-100%)
Value—
JPMorgan Chase & Co
N/A
Shares— from 9,322
Change-9,322 (-100%)
Value—
Vanguard Global Advisers, LLC
N/A
Shares— from 8,810
Change-8,810 (-100%)
Value—
Wells Fargo & Company
N/A
Shares— from 3,545
Change-3,545 (-100%)
Value—
FMR LLC
N/A
Shares— from 527
Change-527 (-100%)
Value—
Harbour Investments, Inc.
N/A
Shares— from 100
Change-100 (-100%)
Value—
Status
Sovran Advisors, LLC
INCREASED1,298,51224,509+1,274,003+5198%$49.3K$3.0M+$2.9M2026-11-02
Geode Capital Management, LLC
INCREASED568,353438,387+129,966+30%$1.4M$1.5M+$97.2K2026-11-06
BIP Wealth, LLC
UNCHANGED214,159214,15900%$674.6K$556.8K-$117.8K2026-10-22
Chicago Partners Investment Group LLC
NEW110,965—+110,965——$239.7K—2026-10-27
MGO One Seven LLC
UNCHANGED88,50088,50000%$278.8K$230.1K-$48.7K2026-10-28
Kestra Advisory Services, LLC
NEW55,000—+55,000——$143.0K—2026-11-02
Wealth Enhancement Advisory Services, LLC
NEW40,019—+40,019——$104.0K—2026-10-13
Imc-Chicago, LLC
NEW37,093—+37,093——$96.4K—2026-11-05
Jefferies Financial Group Inc.
NEW32,500—+32,500——$84.5K—2026-11-05
Barclays PLC
INCREASED30,5179+30,508+338978%$28$79.3K+$79.3K2026-11-06
LPL Financial LLC
NEW25,964—+25,964——$67.5K—2026-11-06
Almanack Investment Partners, Llc.
NEW21,000—+21,000——$54.6K—2026-11-03
StoneX Group Inc.
NEW17,475—+17,475——$63.0K—2026-11-03
Simplex Trading, LLC
DECREASED17,26623,721-6,455-27%$74.7K$44.9K-$29.8K2026-11-04
Sage Capital Management, LLC
NEW12,755—+12,755——$33.2K—2026-10-20
Centennial Wealth Advisory LLC
UNCHANGED10,10010,10000%$31.8K$26.3K-$5.6K2026-10-16
Allworth Financial LP
UNCHANGED95095000%$3.0K$3.0K$02026-11-06
Spire Wealth Management
NEW350—+350——$910—2026-10-30
Gamma Investing LLC
NEW130—+130——$338—2026-10-08
Caitong International Asset Management Co., Ltd
INCREASED6540+25+63%$126$169+$432026-10-29
Citigroup Inc
NEW60—+60——$156—2026-11-04
Independent Financial Group, LLC
CLOSED018,580-18,580-100%$58.5K$0-$58.5K2026-10-13
Legacy Wealth Managment, LLC
N/A—4,896,515-4,896,515-100%$15.4M———
Marshall Wace, LLP
N/A—1,975,423-1,975,423-100%$6.2M———
Vanguard Capital Management LLC
N/A—1,948,140-1,948,140-100%$6.1M———
AWM Investment Company, Inc.
N/A—1,645,557-1,645,557-100%$5.2M———
Alyeska Investment Group, L.P.
N/A—1,550,000-1,550,000-100%$4.9M———
BlackRock, Inc.
N/A—518,297-518,297-100%$1.6M———
Arosa Capital Management LP
N/A—320,000-320,000-100%$1.0M———
Renaissance Technologies LLC
N/A—263,751-263,751-100%$830.8K———
Vanguard Fiduciary Trust Co
N/A—219,931-219,931-100%$692.8K———
HRT Financial LP
N/A—178,411-178,411-100%$561.0K———
UBS Group AG
N/A—173,800-173,800-100%$547.5K———
Citadel Advisors LLC
N/A—158,461-158,461-100%$499.2K———
State Street Corp
N/A—149,164-149,164-100%$469.9K———
Scientech Research LLC
N/A—107,676-107,676-100%$339.2K———
Northern Trust Corp
N/A—84,514-84,514-100%$266.2K———
Raymond James Financial Inc
N/A—38,790-38,790-100%$122.2K———
Centiva Capital, LP
N/A—32,996-32,996-100%$103.9K———
Goldman Sachs Group Inc
N/A—32,381-32,381-100%$102.0K———
Keel Point, LLC
N/A—32,355-32,355-100%$101.9K———
Group One Trading LLC
N/A—20,289-20,289-100%$63.9K———
Mariner, LLC
N/A—16,000-16,000-100%$50.4K———
Tower Research Capital LLC (TRC)
N/A—12,584-12,584-100%$39.6K———
Jane Street Group, LLC
N/A—12,381-12,381-100%$39.0K———
Susquehanna International Group, LLP
N/A—12,297-12,297-100%$38.7K———
Morgan Stanley
N/A—9,407-9,407-100%$29.6K———
JPMorgan Chase & Co
N/A—9,322-9,322-100%$21.9K———
Vanguard Global Advisers, LLC
N/A—8,810-8,810-100%$27.8K———
Wells Fargo & Company
N/A—3,545-3,545-100%$11.2K———
FMR LLC
N/A—527-527-100%$1.7K———
Harbour Investments, Inc.
N/A—100-100-100%$315———
Showing 52 of 52 institutions