SolarMax Technology, Inc. - Common Stock, par value $0.001 per share (SMXT)
CUSIP: 83419H103
Q4 2024 13F Holders as of 31 Dec 2024
- Type / Class
- Equity / Common Stock, par value $0.001 per share
- Shares outstanding
- 46,302,676
- Total 13F shares
- 2,911,691
- Share change
- +1,861,141
- Total reported value
- $4,717,278
- Price per share
- $1.62
- Number of holders
- 38
- Value change
- +$3,330,288
- Number of buys
- 29
- Number of sells
- 10
Quarterly Holders Quick Answers
What is CUSIP 83419H103?
CUSIP 83419H103 identifies SMXT - SolarMax Technology, Inc. - Common Stock, par value $0.001 per share in SEC institutional holdings data.
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Recent filing periods for CUSIP 83419H103:
Top shareholders of SMXT - SolarMax Technology, Inc. - Common Stock, par value $0.001 per share (13F + 13D/G + 3/4/5)
Grouped by holder across the latest SEC ownership disclosures. Ownership % is shown only when it is directly reported or safely comparable across share classes.
Methodology: rows are grouped by holder and ranked by the holder's primary source value. — indicates unavailable or non-comparable values; "mixed-class rows" means the latest filing spans non-comparable classes.
| Holder | Source | Role / Reporting | Ownership % | Shares | Holdings Value | 12M Net Δ | As of | Details |
|---|---|---|---|---|---|---|---|---|
| Bingwen David Hsu |
13D/G
3/4/5
|
Hsu Bingwen David · Chief Executive Officer, Director, 10%+ Owner |
12%
|
5,460,730
|
$5,897,588 | $0 | 27 Feb 2024 | |
| Simon Yuan |
13D/G
3/4/5
|
Yuan Simon · Director |
7.4%
|
3,466,805
|
$3,744,149 | $0 | 27 Feb 2024 | |
| Ching Liu |
13D/G
|
— |
7.4%
|
3,426,398
|
$3,700,510 | $0 | 27 Feb 2024 | |
| Wei Yuan Chen |
3/4/5
|
Director |
3.8%
|
1,757,670
|
$2,021,320 | — | 27 Feb 2024 | |
| ExodusPoint Capital Management, LP |
13F
|
Company |
0.39%
|
181,846
|
$115,000 | — | 30 Sep 2024 | |
| MILLENNIUM MANAGEMENT LLC |
13F
|
Company |
0.39%
|
178,635
|
$112,808 | — | 30 Sep 2024 | |
| GEODE CAPITAL MANAGEMENT, LLC |
13F
|
Company |
0.26%
|
122,022
|
$77,056 | — | 30 Sep 2024 | |
| HRT FINANCIAL LP |
13F
|
Company |
0.16%
|
74,166
|
$46,000 | — | 30 Sep 2024 | |
| BlackRock, Inc. |
13F
|
Company |
0.14%
|
62,981
|
$39,772 | — | 30 Sep 2024 | |
| BRIDGEWAY CAPITAL MANAGEMENT, LLC |
13F
|
Company |
0.11%
|
50,000
|
$31,575 | — | 30 Sep 2024 | |
| GOLDMAN SACHS GROUP INC |
13F
|
Company |
0.1%
|
45,754
|
$28,894 | — | 30 Sep 2024 | |
| JANE STREET GROUP, LLC |
13F
|
Company |
0.09%
|
43,211
|
$27,287 | — | 30 Sep 2024 | |
| BNP PARIBAS FINANCIAL MARKETS |
13F
|
Company |
0.08%
|
34,771
|
$21,958 | — | 30 Sep 2024 | |
| VANGUARD GROUP INC |
13F
|
Company |
0.07%
|
34,662
|
$21,871 | — | 30 Sep 2024 | |
| NORTHERN TRUST CORP |
13F
|
Company |
0.07%
|
32,715
|
$20,659 | — | 30 Sep 2024 | |
| MORGAN STANLEY |
13F
|
Company |
0.06%
|
28,629
|
$18,079 | — | 30 Sep 2024 | |
| Point72 Asia (Singapore) Pte. Ltd. |
13F
|
Company |
0.05%
|
25,325
|
$15,993 | — | 30 Sep 2024 | |
| NEW YORK STATE COMMON RETIREMENT FUND |
13F
|
Company |
0.05%
|
23,600
|
$14,903 | — | 30 Sep 2024 | |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP |
13F
|
Company |
0.05%
|
22,483
|
$14,198 | — | 30 Sep 2024 | |
| Concurrent Investment Advisors, LLC |
13F
|
Company |
0.05%
|
21,650
|
$13,672 | — | 30 Sep 2024 | |
| STATE STREET CORP |
13F
|
Company |
0.04%
|
19,778
|
$12,490 | — | 30 Sep 2024 | |
| CITIGROUP INC |
13F
|
Company |
0.04%
|
17,974
|
$11,350 | — | 30 Sep 2024 | |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC |
13F
|
Company |
0.02%
|
11,258
|
$7,109 | — | 30 Sep 2024 | |
| Virtu Financial LLC |
13F
|
Company |
0.02%
|
10,484
|
$7,000 | — | 30 Sep 2024 | |
| BARCLAYS PLC |
13F
|
Company |
0.02%
|
7,283
|
$4,599 | — | 30 Sep 2024 | |
| RHUMBLINE ADVISERS |
13F
|
Company |
0.01%
|
4,591
|
$2,896 | — | 30 Sep 2024 | |
| MACQUARIE GROUP LTD |
13F
|
Company |
0.01%
|
4,228
|
$2,670 | — | 30 Sep 2024 | |
| BANK OF AMERICA CORP /DE/ |
13F
|
Company |
0.01%
|
4,115
|
$2,596 | — | 30 Sep 2024 | |
| Tower Research Capital LLC (TRC) |
13F
|
Company |
0.01%
|
3,589
|
$2,268 | — | 30 Sep 2024 | |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. |
13F
|
Company |
0.01%
|
2,993
|
$1,890 | — | 30 Sep 2024 | |
| Corebridge Financial, Inc. |
13F
|
Company |
0.01%
|
2,721
|
$1,718 | — | 30 Sep 2024 | |
| UBS Group AG |
13F
|
Company |
0.01%
|
2,404
|
$1,517 | — | 30 Sep 2024 | |
| JPMORGAN CHASE & CO |
13F
|
Company |
0%
|
2,209
|
$1,395 | — | 30 Sep 2024 | |
| WELLS FARGO & COMPANY/MN |
13F
|
Company |
0%
|
2,010
|
$1,269 | — | 30 Sep 2024 | |
| Point72 (DIFC) Ltd |
13F
|
Company |
0%
|
561
|
$354 | — | 30 Sep 2024 | |
| Ameritas Investment Partners, Inc. |
13F
|
Company |
0%
|
498
|
$314 | — | 30 Sep 2024 | |
| FMR LLC |
13F
|
Company |
0%
|
453
|
$286 | — | 30 Sep 2024 | |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM |
13F
|
Company |
0%
|
369
|
$233 | — | 30 Sep 2024 | |
| Sterling Capital Management LLC |
13F
|
Company |
0%
|
12
|
$8 | — | 30 Sep 2024 |
Institutional Holders of SolarMax Technology, Inc. - Common Stock, par value $0.001 per share (SMXT) as of Q4 2024
As of 31 Dec 2024,
SolarMax Technology, Inc. - Common Stock, par value $0.001 per share (SMXT) was held by
38 institutional
shareholders
that filed Form 13F with the SEC.
Together, they reported ownership of
2,911,691 shares.
The largest 10 holders included
BlackRock, Inc., GEODE CAPITAL MANAGEMENT, LLC, UBS Group AG, NORTHERN TRUST CORP, VANGUARD GROUP INC, JPMORGAN CHASE & CO, GOLDMAN SACHS GROUP INC, CHARLES SCHWAB INVESTMENT MANAGEMENT INC, STATE STREET CORP, and MORGAN STANLEY.
This page lists
38
institutional shareholders reporting positions in this security
for the Q4 2024 filing period.
| Investor | Option | Weight % | Change % | Value $ | * Price | Shares | Share Change | Activity | Report Period |
|---|
Compare Q4 2024 vs Q3 2024 Across Filers
Q3 2024 holders
35
Q4 2024 holders
38
Holder diff
3
| Investor | Q3 2024 Shares | Q4 2024 Shares | Share Diff | Share Chg % | Q3 2024 Value $ | Q4 2024 Value $ | Value Diff $ | Value Chg % |
|---|
Trend: ostatnie 8 kwartałów (+ wybrane okresy porównania).
Quarterly Holders Trend
Quarterly Value Trend
Quarterly Shares Trend
* Reported Price is the price of the security as of the portfolio date. This value is significant in that it is the last known price at which the security was still held.
An asterisk sign (*) next to the price indicates that the price is likely invalid.
An asterisk sign (*) next to the price indicates that the price is likely invalid.