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 |
| VANGUARD CAPITAL MANAGEMENT LLC | History | New | 629,921 | 441 | 0.0% | — | 2 | +629,921 | New | Q1 2026 | May 15, 2026 |
| GEODE CAPITAL MANAGEMENT, LLC | History | Added to | 453,257 | 317 | 0.0% | 0.0% | 3 | +123,368 | 37.4% | Q1 2026 | May 15, 2026 |
| VANGUARD FIDUCIARY TRUST CO | History | New | 195,104 | 136 | 0.0% | — | 4 | +195,104 | New | Q1 2026 | May 08, 2026 |
| UBS Group AG | History | Added to | 168,954 | 118 | 0.0% | 0.0% | 5 | +157,264 | 1345.29% | Q1 2026 | May 05, 2026 |
| BlackRock, Inc. | History | Added to | 109,150 | 76 | 0.0% | 0.0% | 7 | +12,431 | 12.85% | Q1 2026 | May 13, 2026 |
| NORTHERN TRUST CORP | History | No change | 108,525 | 76 | 0.0% | 0.0% | 6 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| XTX Topco Ltd | History | New | 103,782 | 72 | 0.0% | — | 8 | +103,782 | New | Q1 2026 | May 15, 2026 |
| TWO SIGMA INVESTMENTS, LP | History | Reduced | 61,828 | 43 | 0.0% | 0.0% | 9 | -600 | -0.96% | Q1 2026 | May 15, 2026 |
| RENAISSANCE TECHNOLOGIES LLC | History | Added to | 57,483 | 40 | 0.0% | 0.0% | 10 | +18,000 | 45.59% | Q1 2026 | May 14, 2026 |
| TWO SIGMA SECURITIES, LLC | History | Added to | 33,522 | 23 | 0.0% | 0.0% | 11 | +14,675 | 77.86% | Q1 2026 | May 15, 2026 |
| CITADEL ADVISORS LLC | History | New | 32,015 | 22 | 0.0% | — | 12 | +32,015 | New | Q1 2026 | May 15, 2026 |
| Schonfeld Strategic Advisors LLC | History | New | 29,489 | 20 | 0.0% | — | 13 | +29,489 | New | Q1 2026 | May 15, 2026 |
| Engineers Gate Manager LP | History | Added to | 21,577 | 15 | 0.0% | 0.0% | 14 | +8,199 | 61.29% | Q1 2026 | May 15, 2026 |
| STATE STREET CORP | History | No change | 12,500 | 8 | 0.0% | 0.0% | 15 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Point72 Asset Management, L.P. | History | Closed out | 0 | 0 | — | 0.0% | — | -11,154 | -100.0% | Q1 2026 | May 15, 2026 |
| Tower Research Capital LLC (TRC) | History | Closed out | 0 | 0 | — | 0.0% | — | -3,979 | -100.0% | Q1 2026 | May 15, 2026 |
| SBI Securities Co., Ltd. | History | Added to | 215 | 0 | — | — | — | +114 | 112.87% | Q1 2026 | Apr 27, 2026 |
| ROYAL BANK OF CANADA | History | Closed out | 0 | 0 | — | — | — | -85 | -100.0% | Q1 2026 | May 15, 2026 |
| CWM, LLC | History | Reduced | 58 | 0 | — | — | — | -53 | -47.75% | Q1 2026 | May 14, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Closed out | 0 | 0 | — | — | — | -34 | -100.0% | Q1 2026 | May 15, 2026 |
| BNP PARIBAS FINANCIAL MARKETS | History | Added to | 429 | 0 | — | — | — | +3 | 0.7% | Q1 2026 | May 12, 2026 |
| CITIGROUP INC | History | New | 1 | 0 | — | — | — | +1 | New | Q1 2026 | May 11, 2026 |
| BARCLAYS PLC | History | Closed out | 0 | 0 | — | — | — | -1 | -100.0% | Q1 2026 | May 14, 2026 |
| JPMORGAN CHASE & CO | History | No change | 75 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| FMR LLC | History | No change | 878 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | May 15, 2026 |