TAO SYNERGIES INC (TAOX)
Institutional ownership reported to the SEC as of Q2 2026, across 9 quarters.
28
Reporting holders
$2.5M
Reported value
9.0%
Of shares outstanding
0.0%
Held as options
+4
Holder change
Institutions report 672,158 shares against 7,483,242 outstanding. Shares only - option lines are excluded, which is why this can be compared with the company at all. The count comes from the cover page of the company's own most recent report, so it is dated when that was filed rather than at quarter end.
Options share is the part of reported value carried in derivative lines rather than shares. A high figure means institutions are expressing a view on this security without owning much of it.
Holders
| Filer | Value | Shares | Their book | Held | Change |
|---|---|---|---|---|---|
| VANGUARD CAPITAL MANAGEMENT LLC | $441.9K | 118,471 | 0.00% | 2q | +49.3%+$145.9K |
| CITADEL ADVISORS LLC | $310.2K | 83,172 | 0.00% | new | NEW |
| GEODE CAPITAL MANAGEMENT, LLC | $296.3K | 79,374 | 0.00% | 7q | -10.5%-$34.6K |
| RENAISSANCE TECHNOLOGIES LLC | $294.0K | 78,817 | 0.00% | 5q | -22.6%-$85.7K |
| Summit Financial, LLC | $215.4K | 57,760 | 0.00% | 4q | +33.5%+$54.0K |
| JANE STREET GROUP, LLC | $204.6K | 54,854 | 0.00% | new | NEW |
| BlackRock, Inc. | $171.2K | 45,898 | 0.00% | 8q | +132.4%+$97.5K |
| UBS Group AG | $122.3K | 32,779 | 0.00% | 2q | +204.9%+$82.2K |
| VANGUARD FIDUCIARY TRUST CO | $118.9K | 31,889 | 0.00% | 2q | -29.8%-$50.5K |
| STATE STREET CORP | $94.0K | 25,200 | 0.00% | 4q | +30.6%+$22.0K |
| MORGAN STANLEY | $90.9K | 24,359 | 0.00% | 9q | HELD |
| NORTHERN TRUST CORP | $51.9K | 13,923 | 0.00% | 3q | +14.8%+$6.7K |
| DIMENSIONAL FUND ADVISORS LP | $47.1K | 12,619 | 0.00% | 3q | HELD |
| Blue Trust, Inc. | $10.6K | 2,832 | 0.00% | 4q | HELD |
| Steward Partners Investment Advisory, LLC | $10.4K | 2,800 | 0.00% | 5q | HELD |
| MassMutual Private Wealth & Trust, FSB | $10.1K | 2,700 | 0.00% | 4q | HELD |
| Tower Research Capital LLC (TRC) | $9.0K | 2,413 | 0.00% | 3q | +3075.0%+$8.7K |
| PNC Financial Services Group, Inc. | $2.8K | 750 | 0.00% | 3q | HELD |
| SBI Securities Co., Ltd. | $1.9K | 520 | 0.00% | new | NEW |
| Colonial Trust Advisors | $1.9K | 500 | 0.00% | new | NEW |
| OSAIC HOLDINGS, INC. | $820 | 220 | 0.00% | 8q | HELD |
| BARCLAYS PLC | $436 | 117 | 0.00% | new | NEW |
| JONES FINANCIAL COMPANIES LLLP | $251 | 70 | 0.00% | 2q | HELD |
| Federation des caisses Desjardins du Quebec | $187 | 50 | 0.00% | 6q | -88.9%-$1.5K |
| HRT FINANCIAL LP | $149 | 40,072 | 0.00% | new | NEW |
| Allworth Financial LP | $112 | 30 | 0.00% | 2q | +200.0% |
| Lodestone Wealth Management LLC | $75 | 20 | 0.00% | 3q | HELD |
| Caitong International Asset Management Co., Ltd | $48 | 13 | 0.00% | 2q | +160.0% |
| ROYAL BANK OF CANADA | $0 | 8 | 0.00% | new | NEW |
Quarter by quarter
Coverage begins with the quarter ending 2018-12-31. Earlier filings exist only as occasional late amendments, too sparse to describe a market, so they are not shown.
| Quarter | Holders | Value | Shares | New | Added | Trimmed | Options |
|---|---|---|---|---|---|---|---|
| Q2 2026 | 28 | $2.5M | 672,158 | 6 | 9 | 4 | 0.0% |
| Q1 2026 | 24 | $2.7M | 470,267 | 6 | 5 | 3 | 0.0% |
| Q4 2025 | 25 | $2.1M | 580,819 | 10 | 6 | 4 | 0.0% |
| Q3 2025 | 22 | $2.3M | 351,258 | 14 | 5 | 1 | 0.0% |
| Q2 2025 | 10 | $408.9K | 52,100 | 4 | 2 | 1 | 0.0% |
| Q1 2025 | 10 | $126.2K | 52,138 | 3 | 4 | 1 | 0.0% |
| Q4 2024 | 7 | $82.7K | 23,467 | 1 | 2 | 1 | 0.0% |
| Q3 2024 | 7 | $7.6K | 2,523 | 2 | 1 | 2 | 0.0% |
| Q2 2024 | 6 | $16.2K | 3,941 | 6 | 0 | 0 | 0.0% |