Solarmax TechnologySMXT
13F holders, Q1 2025 (March 31)39holders
5new positions
5sold out
1famous investor
$1.20avg. 13F price*
At the end of Q1 2025, 39 institutions reported holding Solarmax Technology Inc. (SMXT) in their 13F filings, unchanged from Q4 2024. 5 opened new positions and 5 sold out. The largest holders were BlackRock, Inc. ($1.5M), Geode Capital Management, LLC ($515K) and UBS Group AG ($393K). One famous investor held it Cliff Asness (0.0% of AQR Capital Management's portfolio).
- Company
- Solarmax Technology Inc.
- CUSIP
- 83419H103
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q4 2024 → Q1 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 5 | $96K |
| Exits | 5 | $110K |
All 13F filers, Q4 2024 → Q1 2025: 689,524 shares bought and 307,033 shares sold, net +382,491 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 39 holders
| BlackRock, Inc. | 0.00% | Add +31.0% | 1,245,751 | $1.5M |
| Geode Capital Management, LLC | 0.00% | Add +2.9% | 429,398 | $515K |
| UBS Group AG | 0.00% | Reduce -20.1% | 327,684 | $393K |
| Vanguard Group Inc. | 0.00% | Add +41.4% | 277,442 | $333K |
| Morgan Stanley | 0.00% | Add +243.1% | 212,248 | $255K |
| Northern Trust Corp. | 0.00% | Reduce -8.1% | 182,154 | $219K |
| State Street Corp. | 0.00% | Add +47.8% | 96,760 | $116K |
| Charles Schwab Investment Management Inc. | 0.00% | No change | 72,186 | $87K |
| JPMorgan Chase & Co. | 0.00% | Reduce -50.4% | 54,181 | $65K |
| Goldman Sachs Group Inc. | 0.00% | Reduce -39.0% | 45,225 | $54K |
| Susquehanna International Group, LLP | 0.00% | Add +202.0% | 38,201 | $46K |
| Bank of New York Mellon Corp | 0.00% | New | 35,238 | $42K |
| Barclays PLC | 0.00% | Reduce -32.0% | 31,454 | $38K |
| Bridgeway Capital Management, LLC | 0.00% | Reduce -50.0% | 25,000 | $30K |
| New York State Common Retirement Fund | 0.00% | No change | 23,600 | $28K |
| Citigroup Inc. | 0.00% | Reduce -10.6% | 21,091 | $25K |
| Rhumbline Advisers | 0.00% | Add +54.9% | 20,768 | $25K |
| AQR Capital Management | 0.00% | New | 19,576 | $23K |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | 0.00% | Add +4.9% | 16,646 | $20K |
| Wells Fargo & Company | 0.00% | Add +2.3% | 16,506 | $20K |
| Corebridge Financial, Inc. | 0.00% | Reduce -1.5% | 14,744 | $18K |
| Intech Investment Management LLC | 0.00% | New | 13,967 | $17K |
| Bank of America Corp. | 0.00% | Reduce -39.1% | 13,831 | $17K |
| Engineers Gate Manager LP | 0.00% | No change | 13,378 | $16K |
| T. Rowe Price Associates Inc. | 0.00% | No change | 12,909 | $16K |
| Mariner, LLC | 0.00% | New | 10,795 | $13K |
| Tower Research Capital LLC (TRC) | 0.00% | Add +40.0% | 8,946 | $11K |
| FMR LLC | 0.00% | Add +92.2% | 3,514 | $4K |
| Royal Bank of Canada | 0.00% | Reduce -3.5% | 2,718 | $4K |
| California State Teachers Retirement System | 0.00% | No change | 2,348 | $3K |
| Legal & General Group Plc | 0.00% | Reduce -42.2% | 2,224 | $3K |
| Cwm, LLC | 0.00% | Add +293.2% | 1,675 | $2K |
| BNP Paribas Financial Markets | 0.00% | Reduce -74.9% | 1,329 | $2K |
| Ameritas Investment Partners, Inc. | 0.00% | No change | 498 | $598 |
| Sterling Capital Management LLC | 0.00% | Add +2416.7% | 302 | $362 |
| EverSource Wealth Advisors, LLC | 0.00% | Add +2216.7% | 139 | $167 |
| SBI Securities Co., Ltd. | 0.00% | Add +117.0% | 102 | $122 |
| True Wealth Design, LLC | 0.00% | New | 20 | $24 |
| Amalgamated Bank | 0.00% | No change | 176 | $0 |
"% of holder's portfolio" is SMXT's weight in each manager's 13F, not the share of Solarmax Technology Inc. the manager owns.