Who owns Solarmax Technology Inc. Common Stock (SMXT)
Which tracked institutional funds hold SMXT, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See SMXT company fundamentals →
Ownership as of the 2026-Q2 13F filings (latest filed 2026-09-22). 13F is disclosed up to 45 days after quarter-end, so the most recent quarter fills in over the following weeks.
Conviction spread
SMXT’s largest tracked holder by dollar value, VANGUARD GROUP INC, sizes it at 0.0% of its own reported 13F book, while the median holder sizes it at 0.0% of theirs — a 0.0pp gap the other way — the median holder sizes SMXT more heavily than its largest holder by dollar value does.
Book-share is each fund’s reported value in SMXT divided by its whole reported 13F book, so it is comparable across funds of different sizes and is unaffected by stock splits. A higher share means a fund has committed more of its book to the name — a starting question about conviction, not a verdict or a signal to trade.
Institutional & insider positioning
Between 2026-Q1 and 2026-Q2, across 16 tracked filers holding SMXT, 6 increased or opened the position and 14 reduced or closed it; over the same quarter, there were no open-market insider Form 4s.
This fuses two public signals for the same quarter — how tracked institutions changed their positions and whether insiders bought or sold in the open market. It describes what was filed; it is a starting question, not a verdict or a signal to trade.
New buyers & exits
Institutional holders
One row per tracked fund, largest reported value first. “% of value” is the fund’s share of this security’s tracked institutional value — not of shares outstanding. Rows marked stale are from an earlier filing than the security’s latest quarter — that fund is absent from the newest snapshot (position exited, or reported under a different name).
| Fund | Shares | Reported value | % of value | Quarter |
|---|---|---|---|---|
| VANGUARD CAPITAL MANAGEMENT LLC added | 651,394 | $227K | 13.6% | 2026-Q2 |
| GEODE CAPITAL MANAGEMENT, LLC trimmed | 377,789 | $132K | 7.9% | 2026-Q2 |
| VANGUARD FIDUCIARY TRUST CO | 195,104 | $68K | 4.1% | 2026-Q2 |
| NORTHERN TRUST CORP trimmed | 98,880 | $35K | 2.1% | 2026-Q2 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP added | 82,726 | $29K | 1.7% | 2026-Q2 |
| UBS Group AG trimmed | 79,581 | $28K | 1.7% | 2026-Q2 |
| JANE STREET GROUP, LLC added | 58,733 | $20K | 1.2% | 2026-Q2 |
| XTX Topco Ltd trimmed | 51,915 | $18K | 1.1% | 2026-Q2 |
| RENAISSANCE TECHNOLOGIES LLC trimmed | 50,083 | $17K | 1.0% | 2026-Q2 |
| Qube Research & Technologies Ltd trimmed | 35,462 | $12K | 0.7% | 2026-Q2 |
| Engineers Gate Manager LP | 21,577 | $8K | 0.5% | 2026-Q2 |
| Tower Research Capital LLC (TRC) added | 13,687 | $5K | 0.3% | 2026-Q2 |
| STATE STREET CORP | 12,500 | $4K | 0.3% | 2026-Q2 |
| SBI Securities Co., Ltd. added | 414 | $144 | 0.0% | 2026-Q2 |
| BNP PARIBAS FINANCIAL MARKETS trimmed | 400 | $140 | 0.0% | 2026-Q2 |
| JPMORGAN CHASE & CO | 75 | $25 | 0.0% | 2026-Q2 |
| VANGUARD GROUP INC | 762,071 | $626K | 37.5% | 2025-Q4 stale (2 quarters behind) |
| BlackRock, Inc. added | 109,150 | $77K | 4.6% | 2026-Q1 stale (1 quarter behind) |
| Y-Intercept (Hong Kong) Ltd new | 69,033 | $75K | 4.5% | 2025-Q2 stale (4 quarters behind) |
| TWO SIGMA INVESTMENTS, LP trimmed | 61,828 | $43K | 2.6% | 2026-Q1 stale (1 quarter behind) |
| Jain Global LLC new | 26,669 | $29K | 1.7% | 2025-Q2 stale (4 quarters behind) |
| AQR CAPITAL MANAGEMENT LLC added | 25,597 | $28K | 1.7% | 2025-Q2 stale (4 quarters behind) |
| TWO SIGMA SECURITIES, LLC added | 33,522 | $24K | 1.4% | 2026-Q1 stale (1 quarter behind) |
| CITADEL ADVISORS LLC trimmed | 32,015 | $22K | 1.3% | 2026-Q1 stale (1 quarter behind) |
| BRIDGEWAY CAPITAL MANAGEMENT, LLC trimmed | 20,200 | $22K | 1.3% | 2025-Q2 stale (4 quarters behind) |
| Schonfeld Strategic Advisors LLC new | 29,489 | $21K | 1.2% | 2026-Q1 stale (1 quarter behind) |
| TWO SIGMA ADVISERS, LP new | 18,830 | $20K | 1.2% | 2025-Q3 stale (3 quarters behind) |
| MILLENNIUM MANAGEMENT LLC trimmed | 15,526 | $16K | 1.0% | 2025-Q3 stale (3 quarters behind) |
| Squarepoint Ops LLC new | 13,278 | $14K | 0.9% | 2025-Q2 stale (4 quarters behind) |
| GOLDMAN SACHS GROUP INC trimmed | 11,770 | $12K | 0.7% | 2025-Q3 stale (3 quarters behind) |
| Point72 Asia (Singapore) Pte. Ltd. trimmed | 11,262 | $12K | 0.7% | 2025-Q2 stale (4 quarters behind) |
| Russell Investments Group, Ltd. new | 9,846 | $11K | 0.6% | 2025-Q2 stale (4 quarters behind) |
| Point72 Asset Management, L.P. new | 11,154 | $9K | 0.5% | 2025-Q4 stale (2 quarters behind) |
| FMR LLC | 878 | $616 | 0.0% | 2026-Q1 stale (1 quarter behind) |
| WELLS FARGO & COMPANY/MN trimmed | 234 | $255 | 0.0% | 2025-Q2 stale (4 quarters behind) |
| NISA INVESTMENT ADVISORS, LLC trimmed | 162 | $170 | 0.0% | 2025-Q3 stale (3 quarters behind) |
| CWM, LLC trimmed | 58 | $41 | 0.0% | 2026-Q1 stale (1 quarter behind) |
| BANK OF AMERICA CORP /DE/ added | 34 | $28 | 0.0% | 2025-Q4 stale (2 quarters behind) |
| EverSource Wealth Advisors, LLC trimmed | 13 | $14 | 0.0% | 2025-Q3 stale (3 quarters behind) |
| MORGAN STANLEY trimmed | 11 | $12 | 0.0% | 2025-Q3 stale (3 quarters behind) |
| Essential Partners LLC new | 5 | $5 | 0.0% | 2025-Q2 stale (4 quarters behind) |
| True Wealth Design, LLC trimmed | 1 | $2 | 0.0% | 2025-Q3 stale (3 quarters behind) |
| CITIGROUP INC trimmed | 1 | $1 | 0.0% | 2026-Q1 stale (1 quarter behind) |
| BARCLAYS PLC trimmed | 1 | $1 | 0.0% | 2025-Q4 stale (2 quarters behind) |
| ROYAL BANK OF CANADA trimmed | 85 | — | 0.0% | 2025-Q4 stale (2 quarters behind) |
| CONCOURSE FINANCIAL GROUP SECURITIES, INC. | 0 | — | 0.0% | 2025-Q2 stale (4 quarters behind) |
Ownership over time
Tracked institutional holder count and total shares held by filing quarter (independent scales). The curated-era tail and any mid-ingest latest quarter are handled honestly — a partial quarter is not drawn as a collapse.
Reading this table
Funds hold the same stock for different reasons — an index fund “holds” almost everything, an active manager sizes a name to a mandate and a benchmark, and each fund entered at its own price and time. Because 13F is filed up to 45 days after quarter-end, every row is a backward-looking snapshot; a manager may have traded since. Share-class siblings (a company’s A and C shares) are rolled up to one line so a dual-class name is never double-counted. Compare like-for-like. A large holder is not an endorsement, and a fund exiting is not a warning — this is a starting question, not a verdict.
About 13F filings
A Form 13F is a quarterly disclosure that institutional investment managers with over $100 million in US-listed equities must file with the SEC. In plain English: it is a snapshot of the long stock positions a fund held at the end of a quarter. It covers long US-listed equities only — not short positions, options, cash, or private holdings — and the funds shown are the large sample we track, not the complete 13F universe.