$SMXT

$4.35 +$0.10 (2.35%) Close

$SMXT Overview Financial Statements SEC Filings Executives News Red Flags Capital Raising Ownership Insider Transactions Congressional Trades

Ownership

13F as of Q2 2026 · 4.7M shares outstanding

Who owns SMXT?

By type of holder

Institutions 36.1% Everyone else 63.9%

No insider has reported a holding in the last two years, so insiders are counted in "Everyone else".

Concentration Top 10 holders own 33.8%

Vanguard Capital Management LLC 13.7% · Geode Capital Management, LLC 8.0%

Institutional ownership

36.1%

-6.5 pts vs last qtr

Institutional holders

-2 vs last qtr

Net shares bought

−307.6K

by institutions in Q2 2026

New / sold out

5 / 7

positions opened vs closed

How is ownership changing?

Institutions, last 8 quarters

Biggest buyers in Q2 2026

Jane Street Group, LLC NEW +58.7K
HRT Financial LP NEW +39.7K

Biggest sellers in Q2 2026

BlackRock, Inc. −109.1K
UBS Group AG −89.4K

Who is planning to sell?

No insider has filed a notice of proposed sale (Form 144) for SolarMax Technology, Inc. in the last 12 months.

Is your stake being diluted?

Diluted share count, FY2022–FY2025

+25.8%

+7.94% a year

Each share's claim on the business

−20.5%

shrank without buying or selling a share

Spent on buybacks vs paid in stock

— vs $19.1M

over 4 fiscal years

Diluted shares, split-adjusted

Buybacks Stock-based comp

How patient are the owners?

Institutional shares by how long they've been held

5+ years0% 3–5 years0% 1–3 years78% Under 1 year22%

Quarterly turnover

17.2%

of institutional shares changed hands

Top 10 managers, median time held

3 quarters

Super Investors

Investment managers reporting SMXT on Form 13F

Holder	Shares	% of company	Change vs last qtr	Held since	% of their book
VC Vanguard Capital Management LLC	651.4K	13.74%	+21.5K (+3.4%)	2024	0.0%
Shares held by quarter Peak holding651.4K (Q2'26) Change over 8 quarters+651.4K Share of the company13.740% Vanguard Capital Management LLC's full portfolio →
GC Geode Capital Management, LLC	377.8K	7.97%	−75.5K (−16.7%)	2024	0.0%
Shares held by quarter Peak holding453.3K (Q1'26) Change over 8 quarters+255.8K Share of the company7.970% Geode Capital Management, LLC's full portfolio →

Vanguard Capital Management LLC

651.4K

% of company

13.74%

Change vs last qtr

+21.5K (+3.4%)

Held since

2024

Geode Capital Management, LLC

377.8K

% of company

7.97%

Change vs last qtr

−75.5K (−16.7%)

Held since

2024

21 more super investors behind a free account

See every manager holding SolarMax Technology, Inc., how their position has changed, and how long they've held it.

Institutional Funds

Mutual funds and ETFs reporting SMXT on Form N-PORT; together they hold 23.7% of the company

Fund	Position value	Shares	% of company	% of the fund	As of
FE Fidelity Extended Market Index Fund Fidelity Concord Street Trust	$133K	241.1K	5.08%	0.00%	May 31, 2026
VE Vanguard Extended Market Index Fund Vanguard Index Funds	$126K	361.2K	7.62%	0.00%	June 30, 2026

Fidelity Extended Market Index Fund

Fidelity Concord Street Trust

Position value

$133K

% of company

5.08%

% of the fund

0.00%

As of

May 31, 2026

Vanguard Extended Market Index Fund

Vanguard Index Funds

Position value

$126K

% of company

7.62%

% of the fund

0.00%

As of

June 30, 2026

7 more funds behind a free account

See every fund holding SolarMax Technology, Inc. and how much of the fund the position is.

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