SolarMax Technology, Inc. - SMXT
Detailed investor-level table based on 13F positions.
Methodology:
Market value and % of portfolio use SEC reported VALUE ($000).
For PUT/CALL positions this reflects reported underlying exposure, not premium cash paid/received.
Details.
Rows: 0
| Investor | History | Status | Shares held | Market value ($000) | % of portfolio | Previous % | Rank | Change in shares | % change in shares | Source | Date reported |
|---|---|---|---|---|---|---|---|---|---|---|---|
| VANGUARD GROUP INC | History | No change | 762,071 | 625 | 0.0% | 0.0% | 1 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| GEODE CAPITAL MANAGEMENT, LLC | History | Added to | 329,889 | 270 | 0.0% | 0.0% | 2 | +41,353 | 14.33% | Q4 2025 | Feb 09, 2026 |
| NORTHERN TRUST CORP | History | Added to | 108,525 | 89 | 0.0% | 0.0% | 3 | +14,360 | 15.25% | Q4 2025 | Feb 17, 2026 |
| BlackRock, Inc. | History | Added to | 96,719 | 79 | 0.0% | 0.0% | 4 | +19,169 | 24.72% | Q4 2025 | Feb 12, 2026 |
| TWO SIGMA INVESTMENTS, LP | History | Reduced | 62,428 | 51 | 0.0% | 0.0% | 5 | -162,134 | -72.2% | Q4 2025 | Feb 17, 2026 |
| RENAISSANCE TECHNOLOGIES LLC | History | Reduced | 39,483 | 32 | 0.0% | 0.0% | 6 | -817 | -2.03% | Q4 2025 | Feb 12, 2026 |
| TWO SIGMA SECURITIES, LLC | History | Reduced | 18,847 | 15 | 0.0% | 0.0% | 7 | -788 | -4.01% | Q4 2025 | Feb 17, 2026 |
| STATE STREET CORP | History | No change | 12,500 | 10 | 0.0% | 0.0% | 8 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Engineers Gate Manager LP | History | No change | 13,378 | 10 | 0.0% | 0.0% | 9 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| UBS Group AG | History | Reduced | 11,690 | 9 | 0.0% | 0.0% | 11 | -108,533 | -90.28% | Q4 2025 | Jan 29, 2026 |
| Point72 Asset Management, L.P. | History | New | 11,154 | 9 | 0.0% | — | 10 | +11,154 | New | Q4 2025 | Feb 17, 2026 |
| Tower Research Capital LLC (TRC) | History | Reduced | 3,979 | 3 | 0.0% | 0.0% | 12 | -3,691 | -48.12% | Q4 2025 | Feb 17, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Closed out | 0 | 0 | — | 0.0% | — | -30,041 | -100.0% | Q3 2025 | Nov 14, 2025 |
| TWO SIGMA ADVISERS, LP | History | Closed out | 0 | 0 | — | 0.0% | — | -18,830 | -100.0% | Q3 2025 | Nov 14, 2025 |
| MILLENNIUM MANAGEMENT LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -15,526 | -100.0% | Q3 2025 | Nov 14, 2025 |
| GOLDMAN SACHS GROUP INC | History | Closed out | 0 | 0 | — | 0.0% | — | -11,770 | -100.0% | Q3 2025 | Nov 14, 2025 |
| CITIGROUP INC | History | Closed out | 0 | 0 | — | 0.0% | — | -10,846 | -100.0% | Q3 2025 | Nov 10, 2025 |
| BNP PARIBAS FINANCIAL MARKETS | History | Reduced | 426 | 0 | — | — | — | -343 | -44.6% | Q4 2025 | Feb 10, 2026 |
| NISA INVESTMENT ADVISORS, LLC | History | Closed out | 0 | 0 | — | — | — | -162 | -100.0% | Q3 2025 | Oct 23, 2025 |
| SBI Securities Co., Ltd. | History | Added to | 101 | 0 | — | — | — | +89 | 741.67% | Q4 2025 | Feb 03, 2026 |
| ROYAL BANK OF CANADA | History | New | 85 | 0 | — | — | — | +85 | New | Q4 2025 | Feb 17, 2026 |
| JPMORGAN CHASE & CO | History | New | 75 | 0 | — | — | — | +75 | New | Q4 2025 | Feb 11, 2026 |
| CWM, LLC | History | Reduced | 111 | 0 | — | — | — | -49 | -30.63% | Q4 2025 | Jan 26, 2026 |
| FMR LLC | History | Reduced | 878 | 0 | — | — | — | -43 | -4.67% | Q4 2025 | Feb 17, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Added to | 34 | 0 | — | — | — | +25 | 277.78% | Q4 2025 | Feb 17, 2026 |
| EverSource Wealth Advisors, LLC | History | Closed out | 0 | 0 | — | — | — | -13 | -100.0% | Q3 2025 | Nov 10, 2025 |
| MORGAN STANLEY | History | Closed out | 0 | 0 | — | — | — | -11 | -100.0% | Q3 2025 | Nov 14, 2025 |
| True Wealth Design, LLC | History | Closed out | 0 | 0 | — | — | — | -1 | -100.0% | Q3 2025 | Oct 21, 2025 |
| BARCLAYS PLC | History | No change | 1 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |