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, Q2 2025
Institutional positions in SolarMax Technology, Inc. as of Jun 30, 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
- 36
- −3 vs. Q1 2025
- Shares held
- 1.63M
- −1.67M (−50.7%) vs. Q1 2025
- Total value
- $1.77M
- −$2.18M (−55.2%) vs. Q1 2025
- New holders
- 13
- 8 more added
- Sold out
- 16
- 14 more reduced
Compare with Q1 2025: 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, Q2 2025
Shares, value and share of portfolio for each institution holding SolarMax Technology, Inc.; share changes are against Q1 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Barclays PLC | 1 | $1 | 0.00% | −31,453−100.0% | Reduced |
| Essential Partners LLC | 5 | $5 | 0.00% | +5 | New |
| SBI Securities Co., Ltd. | 12 | $13 | 0.00% | −90−88.2% | Reduced |
| UBS Group AG | 24 | $26 | 0.00% | −327,660−100.0% | Reduced |
| True Wealth Design, LLC | 54 | $59 | 0.00% | +34+170.0% | Added |
| EverSource Wealth Advisors, LLC | 112 | $122 | 0.00% | −27−19.4% | Reduced |
| Wells Fargo & Company | 234 | $255 | 0.00% | −16,272−98.6% | Reduced |
| Nisa Investment Advisors, LLC | 358 | $390 | 0.00% | +358 | New |
| Bank of America Corp | 480 | $524 | 0.00% | −13,351−96.5% | Reduced |
| Citigroup Inc | 765 | $834 | 0.00% | −20,326−96.4% | Reduced |
| FMR LLC | 1,486 | $1.62K | 0.00% | −2,028−57.7% | Reduced |
| Royal Bank of Canada | 2,643 | $2.00K | 0.00% | −75−2.8% | Reduced |
| CWM, LLC | 1,822 | $2.00K | 0.00% | +147+8.8% | Added |
| BNP Paribas Arbitrage, SA | 3,356 | $3.66K | 0.00% | +2,027+152.5% | Added |
| Morgan Stanley | 6,659 | $7.26K | 0.00% | −205,589−96.9% | Reduced |
| Russell Investments Group, Ltd. | 9,846 | $10.7K | 0.00% | +9,846 | New |
| Point72 Asia (Singapore) Pte. Ltd. | 11,262 | $12.3K | 0.00% | +11,262 | New |
| State Street Corp | 12,500 | $13.6K | 0.00% | −84,260−87.1% | Reduced |
| Squarepoint Ops LLC | 13,278 | $14.5K | 0.00% | +13,278 | New |
| Engineers Gate Manager LP | 13,378 | $14.6K | 0.00% | 00.0% | Unchanged |
| Two Sigma Securities, LLC | 13,719 | $15.0K | 0.00% | +13,719 | New |
| XTX Topco Ltd | 16,203 | $17.7K | 0.00% | +16,203 | New |
| Tower Research Capital LLC (TRC) | 18,812 | $20.5K | 0.00% | +9,866+110.3% | Added |
| Bridgeway Capital Management, LLC | 20,200 | $22.0K | 0.00% | −4,800−19.2% | Reduced |
| AQR Capital Management LLC | 25,597 | $27.9K | 0.00% | +6,021+30.8% | Added |
| Jain Global LLC | 26,669 | $29.1K | 0.00% | +26,669 | New |
| Susquehanna International Group, LLP | 39,339 | $42.9K | 0.00% | +1,138+3.0% | Added |
| Citadel Advisors LLC | 43,752 | $47.7K | 0.00% | +43,752 | New |
| Qube Research & Technologies Ltd | 46,398 | $50.6K | 0.00% | +46,398 | New |
| Jane Street Group, LLC | 54,796 | $59.7K | 0.00% | +54,796 | New |
| Y-Intercept (Hong Kong) Ltd | 69,033 | $75.2K | 0.00% | +69,033 | New |
| Geode Capital Management, LLC | 69,267 | $75.5K | 0.00% | −360,131−83.9% | Reduced |
| Goldman Sachs Group Inc | 172,918 | $188.5K | 0.00% | +127,693+282.4% | Added |
| BlackRock, Inc. | 176,503 | $192.4K | 0.00% | −1,069,248−85.8% | Reduced |
| Vanguard Group Inc | 284,550 | $310.2K | 0.00% | +7,108+2.6% | Added |
| Millennium Management LLC | 469,169 | $511.4K | 0.00% | +469,169 | New |
| Northern Trust Corp | 0 | $0 | 0.00% | −182,154−100.0% | Sold out |
| Charles Schwab Investment Management Inc | 0 | $0 | 0.00% | −72,186−100.0% | Sold out |
| JPMorgan Chase & Co | 0 | $0 | 0.00% | −54,181−100.0% | Sold out |
| Bank of New York Mellon Corp | 0 | $0 | 0.00% | −35,238−100.0% | Sold out |
| New York State Common Retirement Fund | 0 | $0 | 0.00% | −23,600−100.0% | Sold out |
| Rhumbline Advisers | 0 | $0 | 0.00% | −20,768−100.0% | Sold out |
| Mirae Asset Global ETFs Holdings Ltd. | 0 | $0 | 0.00% | −16,646−100.0% | Sold out |
| Corebridge Financial, Inc. | 0 | $0 | 0.00% | −14,744−100.0% | Sold out |
| Intech Investment Management LLC | 0 | $0 | 0.00% | −13,967−100.0% | Sold out |
| Price T Rowe Associates Inc | 0 | $0 | 0.00% | −12,909−100.0% | Sold out |
| Mariner, LLC | 0 | $0 | 0.00% | −10,795−100.0% | Sold out |
| California State Teachers Retirement System | 0 | $0 | 0.00% | −2,348−100.0% | Sold out |
| Legal & General Group Plc | 0 | $0 | 0.00% | −2,224−100.0% | Sold out |
| Ameritas Investment Partners, Inc. | 0 | $0 | 0.00% | −498−100.0% | Sold out |
| Sterling Capital Management LLC | 0 | $0 | 0.00% | −302−100.0% | Sold out |
| Amalgamated Bank | 0 | $0 | 0.00% | −176−100.0% | Sold out |