SolarMax Technology, Inc.
SMXT- Exchange
- Nasdaq
- Industry
- Construction - Special Trade Contractors
- SEC CIK
- 0001519472
No open-market purchases or sales by SolarMax Technology, Inc. insiders were filed in the last 90 days; 19 institutions reported holding it in 13F filings for Q2 2026, worth $624.9K in total; no superinvestor holds it.
13F holders, Q3 2024
Institutional positions in SolarMax Technology, Inc. as of Sep 30, 2024. Investment managers with $100 million or more in US stocks report their long positions on Form 13F within 45 days after each quarter ends. How 13F works
- Institutional holders
- 38
- +9 vs. Q2 2024
- Shares held
- 1.08M
- −193.2K (−15.2%) vs. Q2 2024
- Total value
- $681.7K
- −$3.54M (−83.9%) vs. Q2 2024
- New holders
- 13
- 11 more added
- Sold out
- 4
- 10 more reduced
1 institution that held it in Q2 2024 haven't filed for Q3 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q2 2024: new holders, sold out and not filed yet
Holders and value by quarter
Institutions reporting SMXT on Form 13F each quarter since Q1 2021, and the total value they reported. Values are as of each quarter end, so they also move with the share price.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 19 | $624.9K |
| Q1 2026 | 20 | $1.42M |
| Q4 2025 | 20 | $1.21M |
| Q3 2025 | 27 | $1.84M |
| Q2 2025 | 36 | $1.77M |
| Q1 2025 | 39 | $3.95M |
| Q4 2024 | 39 | $4.72M |
| Q3 2024 | 38 | $681.7K |
| Q2 2024 | 30 | $4.51M |
| Q1 2024 | 21 | $11.5M |
| Q4 2023 | 0 | $0 |
| Q3 2023 | 0 | $0 |
| Q2 2023 | 0 | $0 |
| Q1 2023 | 0 | $0 |
| Q4 2022 | 0 | $0 |
| Q3 2022 | 0 | $0 |
| Q2 2022 | 0 | $0 |
| Q1 2022 | 0 | $0 |
| Q4 2021 | 0 | $0 |
| Q3 2021 | 0 | $0 |
| Q2 2021 | 0 | $0 |
| Q1 2021 | 0 | $0 |
Institutions, Q3 2024
Shares, value and share of portfolio for each institution holding SolarMax Technology, Inc.; share changes are against Q2 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Royal Bank of Canada | 1,136 | $0 | 0.00% | +657+137.2% | Added |
| Amalgamated Bank | 176 | $0 | 0.00% | 00.0% | Unchanged |
| CWM, LLC | 116 | $0 | 0.00% | +116 | New |
| Sterling Capital Management LLC | 12 | $8 | 0.00% | +12 | New |
| California State Teachers Retirement System | 369 | $233 | 0.00% | 00.0% | Unchanged |
| FMR LLC | 453 | $286 | 0.00% | +453 | New |
| Ameritas Investment Partners, Inc. | 498 | $314 | 0.00% | 00.0% | Unchanged |
| Point72 (DIFC) Ltd | 561 | $354 | 0.00% | +561 | New |
| Wells Fargo & Company | 2,010 | $1.27K | 0.00% | +31+1.6% | Added |
| JPMorgan Chase & Co | 2,209 | $1.40K | 0.00% | −1,749−44.2% | Reduced |
| UBS Group AG | 2,404 | $1.52K | 0.00% | +859+55.6% | Added |
| Corebridge Financial, Inc. | 2,721 | $1.72K | 0.00% | −16−0.6% | Reduced |
| Mirae Asset Global ETFs Holdings Ltd. | 2,993 | $1.89K | 0.00% | +2,993 | New |
| Tower Research Capital LLC (TRC) | 3,589 | $2.27K | 0.00% | +2,064+135.3% | Added |
| Bank of America Corp | 4,115 | $2.60K | 0.00% | +1,509+57.9% | Added |
| Macquarie Group Ltd | 4,228 | $2.67K | 0.00% | +4,228 | New |
| Rhumbline Advisers | 4,591 | $2.90K | 0.00% | −811−15.0% | Reduced |
| Barclays PLC | 7,283 | $4.60K | 0.00% | −39,968−84.6% | Reduced |
| Virtu Financial LLC | 10,484 | $7.00K | 0.00% | +10,484 | New |
| Charles Schwab Investment Management Inc | 11,258 | $7.11K | 0.00% | −21,327−65.5% | Reduced |
| Citigroup Inc | 17,974 | $11.3K | 0.00% | −10,766−37.5% | Reduced |
| State Street Corp | 19,778 | $12.5K | 0.00% | +400+2.1% | Added |
| Concurrent Investment Advisors, LLC | 21,650 | $13.7K | 0.00% | −3,000−12.2% | Reduced |
| Susquehanna International Group, LLP | 22,483 | $14.2K | 0.00% | +7,580+50.9% | Added |
| New York State Common Retirement Fund | 23,600 | $14.9K | 0.00% | 00.0% | Unchanged |
| Point72 Asia (Singapore) Pte. Ltd. | 25,325 | $16.0K | 0.00% | +25,325 | New |
| Morgan Stanley | 28,629 | $18.1K | 0.00% | −137,010−82.7% | Reduced |
| Northern Trust Corp | 32,715 | $20.7K | 0.00% | +32,715 | New |
| Vanguard Group Inc | 34,662 | $21.9K | 0.00% | +6,247+22.0% | Added |
| BNP Paribas Arbitrage, SA | 34,771 | $22.0K | 0.00% | +33,471+2,574.7% | Added |
| Jane Street Group, LLC | 43,211 | $27.3K | 0.00% | +43,211 | New |
| Goldman Sachs Group Inc | 45,754 | $28.9K | 0.00% | −30,269−39.8% | Reduced |
| Bridgeway Capital Management, LLC | 50,000 | $31.6K | 0.00% | +50,000 | New |
| BlackRock, Inc. | 62,981 | $39.8K | 0.00% | +62,981 | New |
| HRT Financial LP | 74,166 | $46.0K | 0.00% | +15,569+26.6% | Added |
| Geode Capital Management, LLC | 122,022 | $77.1K | 0.00% | +10,142+9.1% | Added |
| Millennium Management LLC | 178,635 | $112.8K | 0.00% | −73,352−29.1% | Reduced |
| ExodusPoint Capital Management, LP | 181,846 | $115.0K | 0.00% | +181,846 | New |
| Invesco Ltd. | 0 | $0 | 0.00% | −336,848−100.0% | Sold out |
| Bank of Montreal | 0 | $0 | 0.00% | −13,420−100.0% | Sold out |
| Marshall Wace, LLP | 0 | $0 | 0.00% | −10,260−100.0% | Sold out |
| Qube Research & Technologies Ltd | 0 | $0 | 0.00% | −7,872−100.0% | Sold out |
| BlackRock Inc. | – | – | – | – | Not filed |