SolarMax Technology, Inc. - Common Stock, par value $0.001 per share (SMXT)
CUSIP: 83419H103
Q2 2025 13F Holders as of 30 Jun 2025
- Type / Class
- Equity / Common Stock, par value $0.001 per share
- Shares outstanding
- 46,302,676
- Total 13F shares
- 1,624,816
- Share change
- -1,671,759
- Total reported value
- $1,770,596
- Price per share
- $1.09
- Number of holders
- 34
- Value change
- -$1,875,050
- Number of buys
- 19
- Number of sells
- 29
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 | |
| BlackRock, Inc. |
13F
|
Company |
2.7%
|
1,245,751
|
$1,494,901 | — | 31 Mar 2025 | |
| GEODE CAPITAL MANAGEMENT, LLC |
13F
|
Company |
0.93%
|
429,398
|
$515,277 | — | 31 Mar 2025 | |
| UBS Group AG |
13F
|
Company |
0.71%
|
327,684
|
$393,221 | — | 31 Mar 2025 | |
| VANGUARD GROUP INC |
13F
|
Company |
0.6%
|
277,442
|
$332,930 | — | 31 Mar 2025 | |
| MORGAN STANLEY |
13F
|
Company |
0.46%
|
212,248
|
$254,698 | — | 31 Mar 2025 | |
| NORTHERN TRUST CORP |
13F
|
Company |
0.39%
|
182,154
|
$218,585 | — | 31 Mar 2025 | |
| STATE STREET CORP |
13F
|
Company |
0.21%
|
96,760
|
$116,112 | — | 31 Mar 2025 | |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC |
13F
|
Company |
0.16%
|
72,186
|
$86,623 | — | 31 Mar 2025 | |
| JPMORGAN CHASE & CO |
13F
|
Company |
0.12%
|
54,181
|
$65,018 | — | 31 Mar 2025 | |
| GOLDMAN SACHS GROUP INC |
13F
|
Company |
0.1%
|
45,225
|
$54,270 | — | 31 Mar 2025 | |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP |
13F
|
Company |
0.08%
|
38,201
|
$45,841 | — | 31 Mar 2025 | |
| Bank of New York Mellon Corp |
13F
|
Company |
0.08%
|
35,238
|
$42,286 | — | 31 Mar 2025 | |
| BARCLAYS PLC |
13F
|
Company |
0.07%
|
31,454
|
$37,745 | — | 31 Mar 2025 | |
| BRIDGEWAY CAPITAL MANAGEMENT, LLC |
13F
|
Company |
0.05%
|
25,000
|
$30,000 | — | 31 Mar 2025 | |
| NEW YORK STATE COMMON RETIREMENT FUND |
13F
|
Company |
0.05%
|
23,600
|
$28,320 | — | 31 Mar 2025 | |
| CITIGROUP INC |
13F
|
Company |
0.05%
|
21,091
|
$25,309 | — | 31 Mar 2025 | |
| RHUMBLINE ADVISERS |
13F
|
Company |
0.04%
|
20,768
|
$24,918 | — | 31 Mar 2025 | |
| AQR CAPITAL MANAGEMENT LLC |
13F
|
Company |
0.04%
|
19,576
|
$23,492 | — | 31 Mar 2025 | |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. |
13F
|
Company |
0.04%
|
16,646
|
$19,975 | — | 31 Mar 2025 | |
| WELLS FARGO & COMPANY/MN |
13F
|
Company |
0.04%
|
16,506
|
$19,807 | — | 31 Mar 2025 | |
| Corebridge Financial, Inc. |
13F
|
Company |
0.03%
|
14,744
|
$17,693 | — | 31 Mar 2025 | |
| INTECH INVESTMENT MANAGEMENT LLC |
13F
|
Company |
0.03%
|
13,967
|
$16,760 | — | 31 Mar 2025 | |
| BANK OF AMERICA CORP /DE/ |
13F
|
Company |
0.03%
|
13,831
|
$16,597 | — | 31 Mar 2025 | |
| Engineers Gate Manager LP |
13F
|
Company |
0.03%
|
13,378
|
$16,054 | — | 31 Mar 2025 | |
| PRICE T ROWE ASSOCIATES INC /MD/ |
13F
|
Company |
0.03%
|
12,909
|
$16,000 | — | 31 Mar 2025 | |
| Mariner, LLC |
13F
|
Company |
0.02%
|
10,795
|
$12,954 | — | 31 Mar 2025 | |
| Tower Research Capital LLC (TRC) |
13F
|
Company |
0.02%
|
8,946
|
$10,735 | — | 31 Mar 2025 | |
| FMR LLC |
13F
|
Company |
0.01%
|
3,514
|
$4,217 | — | 31 Mar 2025 | |
| ROYAL BANK OF CANADA |
13F
|
Company |
0.01%
|
2,718
|
$4,000 | — | 31 Mar 2025 | |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM |
13F
|
Company |
0.01%
|
2,348
|
$2,818 | — | 31 Mar 2025 | |
| Legal & General Group Plc |
13F
|
Company |
0%
|
2,224
|
$2,669 | — | 31 Mar 2025 | |
| CWM, LLC |
13F
|
Company |
0%
|
1,675
|
$2,000 | — | 31 Mar 2025 | |
| BNP PARIBAS FINANCIAL MARKETS |
13F
|
Company |
0%
|
1,329
|
$1,595 | — | 31 Mar 2025 | |
| Ameritas Investment Partners, Inc. |
13F
|
Company |
0%
|
498
|
$598 | — | 31 Mar 2025 | |
| Sterling Capital Management LLC |
13F
|
Company |
0%
|
302
|
$362 | — | 31 Mar 2025 | |
| EverSource Wealth Advisors, LLC |
13F
|
Company |
0%
|
139
|
$167 | — | 31 Mar 2025 | |
| SBI Securities Co., Ltd. |
13F
|
Company |
0%
|
102
|
$122 | — | 31 Mar 2025 | |
| True Wealth Design, LLC |
13F
|
Company |
0%
|
20
|
$24 | — | 31 Mar 2025 |
Institutional Holders of SolarMax Technology, Inc. - Common Stock, par value $0.001 per share (SMXT) as of Q2 2025
As of 30 Jun 2025,
SolarMax Technology, Inc. - Common Stock, par value $0.001 per share (SMXT) was held by
34 institutional
shareholders
that filed Form 13F with the SEC.
Together, they reported ownership of
1,624,816 shares.
The largest 10 holders included
MILLENNIUM MANAGEMENT LLC, VANGUARD GROUP INC, BlackRock, Inc., GOLDMAN SACHS GROUP INC, GEODE CAPITAL MANAGEMENT, LLC, Y-Intercept (Hong Kong) Ltd, JANE STREET GROUP, LLC, Qube Research & Technologies Ltd, CITADEL ADVISORS LLC, and SUSQUEHANNA INTERNATIONAL GROUP, LLP.
This page lists
35
institutional shareholders reporting positions in this security
for the Q2 2025 filing period.
| Investor | Option | Weight % | Change % | Value $ | * Price | Shares | Share Change | Activity | Report Period |
|---|
Compare Q2 2025 vs Q1 2025 Across Filers
Q1 2025 holders
38
Q2 2025 holders
34
Holder diff
-4
| Investor | Q1 2025 Shares | Q2 2025 Shares | Share Diff | Share Chg % | Q1 2025 Value $ | Q2 2025 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.