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, Q1 2025
Institutional positions in SolarMax Technology, Inc. as of Mar 31, 2025. 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
- 39
- 0 vs. Q4 2024
- Shares held
- 3.29M
- +382.5K (+13.1%) vs. Q4 2024
- Total value
- $3.95M
- −$763.6K (−16.2%) vs. Q4 2024
- New holders
- 5
- 15 more added
- Sold out
- 5
- 12 more reduced
Compare with Q4 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, Q1 2025
Shares, value and share of portfolio for each institution holding SolarMax Technology, Inc.; share changes are against Q4 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Amalgamated Bank | 176 | $0 | 0.00% | 00.0% | Unchanged |
| True Wealth Design, LLC | 20 | $24 | 0.00% | +20 | New |
| SBI Securities Co., Ltd. | 102 | $122 | 0.00% | +55+117.0% | Added |
| EverSource Wealth Advisors, LLC | 139 | $167 | 0.00% | +133+2,216.7% | Added |
| Sterling Capital Management LLC | 302 | $362 | 0.00% | +290+2,416.7% | Added |
| Ameritas Investment Partners, Inc. | 498 | $598 | 0.00% | 00.0% | Unchanged |
| BNP Paribas Arbitrage, SA | 1,329 | $1.59K | 0.00% | −3,965−74.9% | Reduced |
| CWM, LLC | 1,675 | $2.00K | 0.00% | +1,249+293.2% | Added |
| Legal & General Group Plc | 2,224 | $2.67K | 0.00% | −1,622−42.2% | Reduced |
| California State Teachers Retirement System | 2,348 | $2.82K | 0.00% | 00.0% | Unchanged |
| Royal Bank of Canada | 2,718 | $4.00K | 0.00% | −97−3.4% | Reduced |
| FMR LLC | 3,514 | $4.22K | 0.00% | +1,686+92.2% | Added |
| Tower Research Capital LLC (TRC) | 8,946 | $10.7K | 0.00% | +2,555+40.0% | Added |
| Mariner, LLC | 10,795 | $13.0K | 0.00% | +10,795 | New |
| Price T Rowe Associates Inc | 12,909 | $16.0K | 0.00% | 00.0% | Unchanged |
| Engineers Gate Manager LP | 13,378 | $16.1K | 0.00% | 00.0% | Unchanged |
| Bank of America Corp | 13,831 | $16.6K | 0.00% | −8,864−39.1% | Reduced |
| Intech Investment Management LLC | 13,967 | $16.8K | 0.00% | +13,967 | New |
| Corebridge Financial, Inc. | 14,744 | $17.7K | 0.00% | −219−1.5% | Reduced |
| Wells Fargo & Company | 16,506 | $19.8K | 0.00% | +365+2.3% | Added |
| Mirae Asset Global ETFs Holdings Ltd. | 16,646 | $20.0K | 0.00% | +780+4.9% | Added |
| AQR Capital Management LLC | 19,576 | $23.5K | 0.00% | +19,576 | New |
| Rhumbline Advisers | 20,768 | $24.9K | 0.00% | +7,360+54.9% | Added |
| Citigroup Inc | 21,091 | $25.3K | 0.00% | −2,509−10.6% | Reduced |
| New York State Common Retirement Fund | 23,600 | $28.3K | 0.00% | 00.0% | Unchanged |
| Bridgeway Capital Management, LLC | 25,000 | $30.0K | 0.00% | −25,000−50.0% | Reduced |
| Barclays PLC | 31,454 | $37.7K | 0.00% | −14,836−32.1% | Reduced |
| Bank of New York Mellon Corp | 35,238 | $42.3K | 0.00% | +35,238 | New |
| Susquehanna International Group, LLP | 38,201 | $45.8K | 0.00% | +25,550+202.0% | Added |
| Goldman Sachs Group Inc | 45,225 | $54.3K | 0.00% | −28,887−39.0% | Reduced |
| JPMorgan Chase & Co | 54,181 | $65.0K | 0.00% | −55,051−50.4% | Reduced |
| Charles Schwab Investment Management Inc | 72,186 | $86.6K | 0.00% | 00.0% | Unchanged |
| State Street Corp | 96,760 | $116.1K | 0.00% | +31,282+47.8% | Added |
| Northern Trust Corp | 182,154 | $218.6K | 0.00% | −16,037−8.1% | Reduced |
| Morgan Stanley | 212,248 | $254.7K | 0.00% | +150,391+243.1% | Added |
| Vanguard Group Inc | 277,442 | $332.9K | 0.00% | +81,288+41.4% | Added |
| UBS Group AG | 327,684 | $393.2K | 0.00% | −82,272−20.1% | Reduced |
| Geode Capital Management, LLC | 429,398 | $515.3K | 0.00% | +11,961+2.9% | Added |
| BlackRock, Inc. | 1,245,751 | $1.49M | 0.00% | +294,983+31.0% | Added |
| XTX Topco Ltd | 0 | $0 | 0.00% | −22,400−100.0% | Sold out |
| Millennium Management LLC | 0 | $0 | 0.00% | −18,183−100.0% | Sold out |
| Jane Street Group, LLC | 0 | $0 | 0.00% | −13,712−100.0% | Sold out |
| SG Americas Securities, LLC | 0 | $0 | 0.00% | −13,020−100.0% | Sold out |
| Nisa Investment Advisors, LLC | 0 | $0 | 0.00% | −359−100.0% | Sold out |