SMXT 机构投资人持股和股东 索玛科技有限公司 (NasdaqCM) 股票

索玛科技有限公司

基本统计
机构股东 99 total, 99 long only, 0 short only, 0 long/short - change of -7.41% MRQ
平均投资组合配置 0.0008 % - change of -15.22% MRQ
已发行股票 shares (source: Capital IQ)
法人股(长期) 1,905,037 - 3.51% (ex 13D/G) - change of -2.50MM shares -56.73% MRQ
制度价值(长期) $ 2,048 USD ($1000)
机构投资人持股和股东

SolarMax Technology, Inc. (US:SMXT) 有 99 已向美国证券交易委员会(SEC)提交13D/G或13F表格的机构股东和股东。 这些机构共持有 1,905,037 股股票。 最大股东包括 Millennium Management Llc, FSSNX - Fidelity Small Cap Index Fund, Vanguard Group Inc, VTSMX - Vanguard Total Stock Market Index Fund Investor Shares, BlackRock, Inc., Goldman Sachs Group Inc, VRTIX - Vanguard Russell 2000 Index Fund Institutional Shares, SWSSX - Schwab Small-Cap Index Fund, IWC - iShares Micro-Cap ETF, and Geode Capital Management, Llc .

SolarMax Technology, Inc. (NasdaqCM:SMXT)机构投资人持股结构显示了机构和基金在公司中的当前头寸,以及头寸规模的最新变化。主要股东可以包括个人投资者、共同基金、对冲基金或机构。附表13D表明投资者持有(或之前持有)公司5%以上的股份,并打算(或打算)积极寻求改变业务战略。附表13G表示消极投资超过5%。

The share price as of September 5, 2025 is 1.14 / share. Previously, on September 9, 2024, the share price was 1.31 / share. This represents a decline of 12.98% over that period.

SMXT / SolarMax Technology, Inc. Institutional Ownership
基金情绪分数

基金情绪分数(fka 持股累积分数)找到基金买入最多的股票。它是复杂的多因素量化模型的结果,该模型确定了具有最高机构积累水平的公司。分数模型结合使用已披露持有人的总增长、这些持有人的投资组合配置变化以及其他指标。该数字的范围从 0 到 100,数字越大表示对等方的积累水平越高,50 是平均值。

更新频率:每日

请参阅“持股资源管理器”,它提供了排名最高的公司的列表。

机构看跌与看涨期权比率

除了报告标准的股票和债务发行外,管理资产超过1亿的机构还必须披露其看跌和看涨期权持仓。由于看跌期权通常表示消极情绪,而看涨期权表示积极情绪,因此我们可以通过绘制看跌期权与看涨期权的比率来了解整体机构情绪。右边的图表绘制了该工具的历史看跌与看涨期权比率。

使用看跌与看涨期权比率作为投资者情绪的指标克服了使用机构总投资人持股的关键缺陷之一,即管理的大量资产被消极投资以跟踪指数。消极管理基金通常不买入期权,因此看跌与看涨期权比率指标更密切地跟踪主动管理基金的情绪。

SMXT / SolarMax Technology, Inc. Historical Put/Call Ratio
13D/G备案

由于SEC的处理方式不同,我们将13D/G备案与13F备案分开提交,13D/G备案可以由投资者群体(一个主导)提交,而13F备案不能。这导致投资者可以提交13D / G报告总股份的一个价值(代表投资者群体拥有的所有股份),但随后提交13F报告总股份的不同价值(严格代表他们自己的持股)。这意味着13D/G备案和13F备案的持股通常没有直接可比性,因此我们单独提供它们。

注意:自 2021 年 5 月 16 日起,我们不再显示在过去一年内未提交 13D/G 的持有人。以前,我们显示了13D / G申请的完整历史记录。一般来说,需要提交13D / G备案的实体必须在提交交割备案之前至少每年提交一次。但是,基金有时会在没有提交交割备案的情况下退出头寸(即,它们逐渐减少),因此显示完整的历史记录有时会导致对当前持股的混淆。为防止混淆,我们现在只显示“当前”持有人,即在过去一年内提交申请的持有人。

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文件日期 表格 投资者 前期
股票
最新
股票
Δ 股票
(Percent)
持股
(百分比)
Δ 持股
(百分比)
2025-02-25 13G 刘菁 3,426,398 7.40
2025-02-14 13G Hsu Bingwen David 5,460,730 11.70
2025-02-11 13G 袁西蒙 3,466,805 7.40
13F和NPORT备案

关于13F备案的详细信息是免费的。NP备案的详细信息需要高级会员资格。 绿色行表示新头寸。 红色行表示平仓。 点击链接图标查看完整的交易历史记录。

更新 解锁高级数据并导出到Excel .

文件日期 来源 投资者 类型 平均价格
(Est)
股份 Δ 股份
(%)
报告
价值
($1000)
Δ 价值
(%)
投资组合配置
(%)
2025-08-04 13F 联合银行 0 -100.00 0
2025-08-14 13F 弗默尔有限公司 1,486 -57.71 2 -75.00
2025-08-12 13F 科桥金融公司 0 -100.00 0 -100.00
2025-04-25 NP VCSLX - 小盘股指数基金 11,496 461.05 13 333.33
2025-08-28 NP IWN - iShares Russell 2000 价值 ETF This fund is a listed as child fund of BlackRock Inc. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 14,668 -88.43 16 -90.13
2025-08-27 NP VEXMX - 先锋扩展市场指数基金投资者股票 This fund is a listed as child fund of Vanguard Group Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 9,941 114.48 11 100.00
2025-07-24 NP FNCMX - 富达纳斯达克综合指数基金 This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 25,940 0.00 30 -3.33
2025-08-20 NP 全国可变保险信托 - NVIT 小盘指数基金 II 类 922 -87.77 1 -88.89
2025-05-29 NP RYRRX - 罗素 2000 基金 A 类 15 0.00 0
2025-08-11 13F 先锋集团公司 284,550 2.56 310 -6.63
2025-08-12 13F Legal & General 集团有限公司 0 -100.00 0
2025-07-28 NP URTY - ProShares UltraPro Russell2000 2,196 -28.63 3 -33.33
2025-08-27 NP VTSMX - 先锋总股票市场指数基金投资者份额 This fund is a listed as child fund of Vanguard Group Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 274,609 209.22 299 182.08
2025-08-18 NP 太平洋精选基金 - 小盘股指数投资组合 I 类 612 -87.77 1 -100.00
2025-05-23 NP EQ ADVISORS TRUST - EQ/摩根士丹利小型股成长投资组合 IB 级 1,764 -59.33 2 -71.43
2025-08-12 13F 贝莱德公司 176,503 -85.83 192 -87.15
2025-08-13 13F 纽约州共同退休基金 0 -100.00 0
2025-08-12 13F 嘉信理财投资管理公司 0 -100.00 0
2025-06-26 NP FSSNX - 富达小型股指数基金 This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 300,180 2.85 354 -28.19
2025-07-29 NP VTWV - Vanguard Russell 2000 价值指数基金 ETF 股票 This fund is a listed as child fund of Vanguard Group Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 11,933 -0.72 14 0.00
2025-08-14 13F 两个西格玛证券有限公司 13,719 15
2025-06-24 NP SWSSX - 嘉信小盘指数基金 This fund is a listed as child fund of Charles Schwab Investment Management Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 72,186 0.00 85 -29.75
2025-05-28 NP SSMHX - 道富中小盘股指数投资组合 This fund is a listed as child fund of State Street Corp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 11,400 395.65 14 333.33
2025-05-23 NP EQ ADVISORS TRUST - EQ/小型公司指数投资组合 IB 类 2,250 0.00 3 -33.33
2025-08-12 13F XTX Topco有限公司 16,203 18
2025-06-26 NP FLXSX - 富达 Flex 小盘股指数基金 This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 5,976 25.63 7 -12.50
2025-08-28 NP BlackRock Variable Series Funds, Inc. - BlackRock Small Cap Index VI 基金 I 类 This fund is a listed as child fund of BlackRock, Inc. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 1,039 -87.77 1 -90.00
2025-08-14 13F 普莱斯 T Rowe Associates Inc /md/ 0 -100.00 0
2025-05-28 NP BBGSX - Bridge Builder 中小型股成长基金 2,198 0.00 3 -33.33
2025-08-13 13F 罗素投资集团有限公司 9,846 11
2025-08-14 13F Point72 亚洲(新加坡)私人有限公司有限公司 11,262 12
2025-08-15 13F 摩根士丹利 6,659 -96.86 7 -97.24
2025-06-23 NP UAPIX - 超小盘深度投资者类别 306 -30.30 0
2025-08-05 13F 纽约梅隆银行 0 -100.00 0
2025-08-14 13F 富国银行/百万 234 -98.58 0 -100.00
2025-08-13 13F EverSource 财富顾问有限责任公司 112 -19.42 0
2025-08-14 13F 工程师 门经理 LP 13,378 0.00 15 -12.50
2025-08-14 13F Qube研究与技术有限公司 46,398 51
2025-08-26 NP EQ ADVISORS TRUST - ATM 小盘波动率管理投资组合 K 级 744 -89.61 1 -100.00
2025-07-29 NP VRTGX - Vanguard Russell 2000 增长指数基金机构股票 This fund is a listed as child fund of Vanguard Group Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 11,513 -1.51 13 0.00
2025-05-28 NP Profunds - Profund 超小型股副总裁 109 -6.03 0
2025-08-26 NP EQ ADVISORS TRUST - EQ/2000 管理波动性投资组合 IB 级 3,421 -87.89 4 -90.91
2025-08-11 13F 花旗集团 765 -96.37 1 -100.00
2025-07-29 NP VRTIX - Vanguard Russell 2000 指数基金机构股票 This fund is a listed as child fund of Vanguard Group Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 148,201 8.89 169 7.01
2025-07-24 NP FCFMX - 富达系列总市场指数基金 This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 6,239 0.00 7 0.00
2025-08-12 13F 普利股权公司 0 0
2025-08-14 13F 千禧管理有限公司 469,169 511
2025-08-26 NP BRSIX - 超小型公司市场基金 N 级 20,200 -19.20 22 -26.67
2025-05-29 NP JAFEX - 总股票市场指数信托资产净值 781 1
2025-07-28 NP HDG - ProShares 对冲复制 ETF 40 14.29 0
2025-08-28 NP IWO - iShares Russell 2000 Growth ETF This fund is a listed as child fund of BlackRock Inc. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 12,173 -88.41 13 -89.68
2025-08-27 NP BBVSX - Bridge Builder 中小盘价值基金 1,823 -87.98 2 -94.44
2025-07-25 13F CWM有限公司 1,822 8.78 0
2025-05-27 NP FISVX - 富达小盘价值指数基金 This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 17,670 0.00 21 -25.00
2025-08-14 13F 高盛集团公司 172,918 282.35 188 248.15
2025-08-28 NP SSTIX - 道富总回报 VIS 基金 1 类股票 This fund is a listed as child fund of State Street Corp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 0 -100.00 0 -100.00
2025-08-14 13F 水手有限责任公司 0 -100.00 0
2025-08-14 13F Citadel 顾问有限公司 43,752 48
2025-05-22 NP DEUTSCHE DWS INVESTMENTS VIT 基金 - DWS 小盘股指数 VIP A 级 4,529 0.00 5 -28.57
2025-05-28 NP Profunds - Profunds 小型股副总裁 68 -8.11 0
2025-08-15 13F 塔尔研究资本有限责任公司(TRC) 18,812 110.28 21 100.00
2025-08-18 NP 太平洋精选基金 - 小盘股票投资组合 I 类 284 -77.67 0 -100.00
2025-06-18 NP GMRAX - 全国小盘指数基金 A 类 5,551 -6.96 7 -40.00
2025-06-23 NP PJARX - 小盘价值基金 II R-3 1,118 0.00 1 0.00
2025-08-12 13F 美洲投资伙伴公司 0 -100.00 0
2025-08-26 NP QUANTITATIVE MASTER SERIES LLC - Master 小盘股指数系列 1,358 -87.77 1 -92.31
2025-07-28 NP ITWO - ProShares Russell 2000 高收益 ETF 511 -2.67 1
2025-08-06 13F 斯特林资本管理有限公司 0 -100.00 0
2025-07-28 NP UWM - ProShares Ultra Russell2000 3,002 -18.73 3 -25.00
2025-08-14 13F 加拿大皇家银行 2,643 -2.76 2 -50.00
2025-08-26 NP EQ ADVISORS TRUST - 1290 VT 小盘价值投资组合 IB 级 526 -87.77 1 -100.00
2025-08-28 NP IWM - iShares Russell 2000 ETF This fund is a listed as child fund of BlackRock Inc. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 66,276 -88.73 72 -89.79
2025-08-28 NP IWC - iShares 微型股 ETF This fund is a listed as child fund of BlackRock Inc. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 69,892 -0.79 76 -9.52
2025-05-27 NP FECGX - 富达小盘成长指数基金 This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 7,925 2.05 10 -25.00
2025-08-08 13F Geode资本管理有限公司 69,267 -83.87 76 -85.44
2025-05-29 NP RYDEX 可变信托 - Russell 2000(R) 1.5x 策略基金可变年金 2 0.00 0
2025-08-14 13F 萨斯奎哈纳国际集团有限责任公司 39,339 2.98 43 -6.67
2025-08-06 NP 林肯可变保险产品信托 - LVIP SSGA 小盘指数基金标准类别 0 -100.00 0 -100.00
2025-08-12 13F 摩根大通公司 0 -100.00 0
2025-06-27 NP SUNAMERICA SERIES TRUST - SA 小型股指数投资组合 1 级 3,421 2.58 4 -20.00
2025-08-08 13F 英泰投资管理有限公司 0 -100.00 0
2025-08-14 13F 耆那全球有限公司 26,669 29
2025-08-19 NP GARTX - 高盛绝对回报跟踪基金 A 类 73 -26.26 0
2025-07-31 13F 尼萨投资顾问有限公司 358 0
2025-05-29 NP RYMKX - 罗素 2000 1.5 倍策略基金 H 级 42 425.00 0
2025-05-29 NP RYRUX - Russell 2000 2x 策略基金 A 级股票 22 0.00 0
2025-06-23 NP SLPIX - 小盘股深度投资者类别 29 -17.14 0
2025-05-30 NP TRSYX - T. Rowe Price 小盘股指数基金 This fund is a listed as child fund of Price T Rowe Associates Inc /md/ and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 3,527 0.00 4 -20.00
2025-08-14 13F 法国巴黎银行套利公司 3,356 152.52 4 200.00
2025-08-14 13F 布里奇威资本管理公司 20,200 -19.20 22 -26.67
2025-08-08 13F SBI 证券股份有限公司 12 -88.24 0
2025-08-27 13F/A Squarepoint Ops LLC 13,278 14
2025-08-14 13F 美国银行 /de/ 480 -96.53 1 -100.00
2025-05-27 NP 哥伦比亚基金可变系列信托 II - 可变投资组合 - 合作伙伴小型股成长基金 1 级 1,659 -0.66 2 -50.00
2025-08-01 13F Y-Intercept (香港) 有限公司 69,033 75
2025-08-18 NP PACIFIC SELECT FUND - PD 小盘价值指数投资组合 P 级 284 -79.19 0 -100.00
2025-08-06 13F 真实财富设计有限责任公司 54 170.00 0
2025-08-14 13F/A 巴克莱银行 1 -100.00 0
2025-06-27 NP RSSL - Global X Russell 2000 ETF 16,816 5.85 20 -26.92
2025-05-23 NP EQ ADVISORS TRUST - EQ/AB 小型股成长投资组合 IB 类 1,150 0.00 1 0.00
2025-05-27 NP NSIDX - 北方小盘股指数基金 19,842 -2.56 24 -28.12
2025-08-14 13F 加州教师退休制度 0 -100.00 0
2025-08-14 13F 简街集团有限责任公司 54,796 60
2025-06-23 NP PPNMX - 小型股成长基金 I R-3 1,413 0.00 2 -50.00
2025-08-13 13F 北方信托公司 0 -100.00 0
2025-05-28 NP Calvert Variable Products, Inc. - Calvert VP Russell 2000 小型股指数投资组合 - I 类 498 0.00 1
2025-04-15 13F SG美洲证券有限责任公司 0 -100.00 0
2025-08-14 13F 瑞银集团 24 -99.99 0 -100.00
2025-08-26 NP EQ ADVISORS TRUST - 1290 VT 微型资本投资组合 IB 级 5,474 42.00 6 25.00
2025-08-26 NP EQ ADVISORS TRUST - EQ/富兰克林小型股价值管理波动性投资组合 IB 类 284 -81.25 0 -100.00
2025-08-14 13F 未来资产全球ETFS控股有限公司 0 -100.00 0
2025-08-12 13F 恒线顾问公司 0 -100.00 0
2025-07-24 NP FSKAX - 富达全市场指数基金 This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 8,645 0.00 10 -10.00
2025-08-18 NP 太平洋精选基金 - PD 小盘成长指数投资组合 P 类 0 -100.00 0 -100.00
2025-08-14 13F Aqr资本管理有限公司 25,597 30.76 28 17.39
2025-08-14 13F 道富银行 12,500 -87.08 14 -88.79
2025-07-24 NP FSMAX - 富达扩展市场指数基金 This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 26,055 7.35 30 3.57
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