Fund shareholders of NEOVOLTA INC
ISIN US6406551068 · United States · LEI 549300KZ9T40JVOBUV74
- Fund shareholders
- 15
- Of which ETFs
- 1 14 other funds
- Value held
- 7.1M $
- Share of capital
- 4.0 % of 59M shares on Sep 23, 2026
- Sold short
- 0.6 % by 1 fund, as of Aug 20, 2026
| Fund | Shares | Value | Weight in fund | Share of capital | |
|---|---|---|---|---|---|
| VANGUARD TOTAL STOCK MARKET INDEX FUND VANGUARD INDEX FUNDS | 1,485,500 | 4.7M $ | 0.00 % | 2.52 % | as of Jun 30, 2026 ↗ |
| VANGUARD EXTENDED MARKET INDEX FUND VANGUARD INDEX FUNDS | 374,101 | 1.2M $ | 0.00 % | 0.63 % | as of Jun 30, 2026 ↗ |
| Fidelity Extended Market Index Fund Fidelity Concord Street Trust | 173,216 | 337.8K $ | 0.00 % | 0.29 % | as of May 31, 2026 ↗ |
| iShares Micro-Cap ETF iShares Trust | 116,358 | 366.5K $ | 0.02 % | 0.20 % | as of Jun 30, 2026 ↗ |
| Fidelity Total Market Index Fund Fidelity Concord Street Trust | 54,077 | 105.5K $ | 0.00 % | 0.09 % | as of May 31, 2026 ↗ |
| Fidelity Series Total Market Index Fund Fidelity Concord Street Trust | 49,898 | 97.3K $ | 0.00 % | 0.08 % | as of May 31, 2026 ↗ |
| Fidelity Nasdaq Composite Index Fund Fidelity Concord Street Trust | 26,577 | 51.8K $ | 0.00 % | 0.05 % | as of May 31, 2026 ↗ |
| VANGUARD INSTITUTIONAL TOTAL STOCK MARKET INDEX FUND VANGUARD INSTITUTIONAL INDEX FUNDS | 25,063 | 78.9K $ | 0.00 % | 0.04 % | as of Jun 30, 2026 ↗ |
| VANGUARD BALANCED INDEX FUND VANGUARD VALLEY FORGE FUNDS | 22,341 | 70.4K $ | 0.00 % | 0.04 % | as of Jun 30, 2026 ↗ |
| Fidelity ZERO Total Market Index Fund Fidelity Concord Street Trust | 16,578 | 35K $ | 0.00 % | 0.03 % | as of Jul 31, 2026 ↗ |
| Fidelity ZERO Extended Market Index Fund Fidelity Concord Street Trust | 13,694 | 28.9K $ | 0.00 % | 0.02 % | as of Jul 31, 2026 ↗ |
| 1290 VT Micro Cap Portfolio EQ Advisors Trust | 7,943 | 25K $ | 0.01 % | 0.01 % | as of Jun 30, 2026 ↗ |
| Fidelity Flex Small Cap Index Fund Fidelity Salem Street Trust | 6,417 | 13.5K $ | 0.00 % | 0.01 % | as of Jul 31, 2026 ↗ |
| VIP Extended Market Index Portfolio Variable Insurance Products Fund II | 2,325 | 7.3K $ | 0.00 % | 0.00 % | as of Jun 30, 2026 ↗ |
| VIP Total Market Index Portfolio Variable Insurance Products Fund II | 795 | 2.5K $ | 0.00 % | 0.00 % | as of Jun 30, 2026 ↗ |
The funds most exposed to it
The weight is the share of a fund's net assets. The holders table ranks funds by number of shares. This one ranks them by the weight of the company in each fund.
| Fund | Weight in fund | |
|---|---|---|
| iShares Micro-Cap ETF iShares Trust | 0.02 % | as of Jun 30, 2026 ↗ |
| 1290 VT Micro Cap Portfolio EQ Advisors Trust | 0.01 % | as of Jun 30, 2026 ↗ |
| Fidelity Flex Small Cap Index Fund Fidelity Salem Street Trust | 0.00 % | as of Jul 31, 2026 ↗ |
| VANGUARD EXTENDED MARKET INDEX FUND VANGUARD INDEX FUNDS | 0.00 % | as of Jun 30, 2026 ↗ |
| VIP Extended Market Index Portfolio Variable Insurance Products Fund II | 0.00 % | as of Jun 30, 2026 ↗ |
| Fidelity ZERO Extended Market Index Fund Fidelity Concord Street Trust | 0.00 % | as of Jul 31, 2026 ↗ |
| Fidelity Extended Market Index Fund Fidelity Concord Street Trust | 0.00 % | as of May 31, 2026 ↗ |
| Fidelity Nasdaq Composite Index Fund Fidelity Concord Street Trust | 0.00 % | as of May 31, 2026 ↗ |
| VANGUARD INSTITUTIONAL TOTAL STOCK MARKET INDEX FUND VANGUARD INSTITUTIONAL INDEX FUNDS | 0.00 % | as of Jun 30, 2026 ↗ |
| VANGUARD TOTAL STOCK MARKET INDEX FUND VANGUARD INDEX FUNDS | 0.00 % | as of Jun 30, 2026 ↗ |
Quarter after quarter
Each row is one quarter of SEC filings, newest first. The change compares each quarter with the one before.
| Quarter | Shareholders | Change | Shares | Change |
|---|---|---|---|---|
| 2026Q3 | 15 | 0 | 2,374,883 | +13.1 % |
| 2026Q2 | 15 | +5 | 2,099,843 | +190.4 % |
| 2026Q1 | 10 | 0 | 723,017 | +0.1 % |
| 2025Q4 | 10 | 0 | 722,307 | -11.0 % |
| 2025Q3 | 10 | -1 | 811,414 | +0.8 % |
| 2025Q2 | 11 | +2 | 804,967 | +5.8 % |
| 2025Q1 | 9 | 0 | 760,735 | +2.3 % |
| 2024Q4 | 9 | 0 | 743,987 | +3.6 % |
| 2024Q3 | 9 | 0 | 718,456 | -0.2 % |
| 2024Q2 | 9 | 0 | 720,006 | +2.3 % |
| 2024Q1 | 9 | +1 | 704,127 | +2.1 % |
| 2023Q4 | 8 | 689,807 |
Short sellers of NEOVOLTA INC
Regulators publish the open short positions in this company. Titelia read them from quivad on Aug 20, 2026: today's figure
| Seller | Position | Disclosed on |
|---|---|---|
| Bronte Capital Management Pty Ltd | 0.6 % | Feb 24, 2025 |
Institutional managers
33 managers declare this company to the SEC (Form 13F). The table shows the 25 largest.
| Manager | Shares | Value | |
|---|---|---|---|
| Legacy Wealth Managment, LLC/ID | 5,325,024 | 16.4M $ | as of Mar 31, 2026 |
| BlackRock, Inc. | 491,016 | 1.5M $ | as of Mar 31, 2026 |
| Davidson Kempner Capital Management LP | 400,000 | 1.2M $ | as of Mar 31, 2026 |
| GEODE CAPITAL MANAGEMENT, LLC | 371,218 | 1.1M $ | as of Mar 31, 2026 |
| MILLENNIUM MANAGEMENT LLC | 259,900 | 800.5K $ | as of Mar 31, 2026 |
| UBS Group AG | 238,928 | 735.9K $ | as of Mar 31, 2026 |
| BIP Wealth, LLC | 214,159 | 659.6K $ | as of Mar 31, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 200,167 | 616.5K $ | as of Mar 31, 2026 |
| 683 Capital Management, LLC | 170,000 | 523.6K $ | as of Mar 31, 2026 |
| STATE STREET CORP | 149,164 | 459.4K $ | as of Mar 31, 2026 |
| MARSHALL WACE, LLP | 125,991 | 388.1K $ | as of Mar 31, 2026 |
| NORTHERN TRUST CORP | 114,330 | 352.1K $ | as of Mar 31, 2026 |
| BARCLAYS PLC | 108,527 | 334.3K $ | as of Mar 31, 2026 |
| GOLDMAN SACHS GROUP INC | 63,643 | 196K $ | as of Mar 31, 2026 |
| Hudson Bay Capital Management LP | 59,182 | 182.3K $ | as of Mar 31, 2026 |
| Schonfeld Strategic Advisors LLC | 50,718 | 156.2K $ | as of Mar 31, 2026 |
| TRUIST FINANCIAL CORP | 42,416 | 130.6K $ | as of Mar 31, 2026 |
| BANK OF AMERICA CORP /DE/ | 38,187 | 117.6K $ | as of Mar 31, 2026 |
| OMERS ADMINISTRATION Corp | 34,000 | 104.7K $ | as of Mar 31, 2026 |
| Sovran Advisors, LLC | 24,509 | 63K $ | as of Mar 31, 2026 |
| MORGAN STANLEY | 22,892 | 70.5K $ | as of Mar 31, 2026 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 12,964 | 39.9K $ | as of Mar 31, 2026 |
| Brevan Howard Capital Management LP | 12,510 | 38.5K $ | as of Mar 31, 2026 |
| Squarepoint Ops LLC | 11,173 | 34.4K $ | as of Mar 31, 2026 |
| Centennial Wealth Advisory LLC | 10,100 | 31.1K $ | as of Mar 31, 2026 |
Declared shareholders of NEOVOLTA INC
There is 1 beneficial ownership filing. These stakes do not add up. An asset manager that files includes its own funds, which already appear among the funds on this page.
| Shareholder | Declared stake | Shares | |
|---|---|---|---|
| Infinite Grid Capital, LP and 1 other | 7.60 % | 4,500,000 | as of Jun 30, 2026 · SCHEDULE 13G |
Cite this page
Titelia. "Fund shareholders of NEOVOLTA INC". https://titelia.com/en/stocks/neovolta-inc-US6406551068