TAO Synergies Inc.
TAOX- Exchange
- Nasdaq
- Industry
- Finance Services
- SEC CIK
- 0001571934
No open-market purchases or sales by TAO Synergies Inc. insiders were filed in the last 90 days; 29 institutions reported holding it in 13F filings for Q2 2026, worth $2.66M in total; no superinvestor holds it.
13F holders, Q4 2025
Institutional positions in TAO Synergies Inc. as of Dec 31, 2025. Investment managers with $100 million or more in US stocks report their long positions on Form 13F within 45 days after each quarter ends. How 13F works
- Institutional holders
- 26
- +3 vs. Q3 2025
- Shares held
- 594.5K
- +243.8K (+69.5%) vs. Q3 2025
- Total value
- $2.19M
- −$106.7K (−4.7%) vs. Q3 2025
- New holders
- 11
- 6 more added
- Sold out
- 8
- 4 more reduced
Compare with Q3 2025: new holders, sold out and not filed yet
Holders and value by quarter
Institutions reporting TAOX on Form 13F each quarter since Q1 2021, and the total value they reported. Values are as of each quarter end, so they also move with the share price.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 29 | $2.66M |
| Q1 2026 | 25 | $2.68M |
| Q4 2025 | 26 | $2.19M |
| Q3 2025 | 23 | $2.29M |
| Q2 2025 | 12 | $483.9K |
| Q1 2025 | 11 | $126.2K |
| Q4 2024 | 8 | $82.7K |
| Q3 2024 | 8 | $7.62K |
| Q2 2024 | 8 | $16.2K |
| Q1 2024 | 22 | $168.0K |
| Q4 2023 | 25 | $286.0K |
| Q3 2023 | 23 | $136.8K |
| Q2 2023 | 16 | $189.6K |
| Q1 2023 | 19 | $209.7K |
| Q4 2022 | 19 | $512.9K |
| Q3 2022 | 18 | $3.20M |
| Q2 2022 | 21 | $3.19M |
| Q1 2022 | 18 | $4.69M |
| Q4 2021 | 20 | $3.93M |
| Q3 2021 | 18 | $4.78M |
| Q2 2021 | 18 | $8.03M |
| Q1 2021 | 0 | $0 |
Institutions, Q4 2025
Shares, value and share of portfolio for each institution holding TAO Synergies Inc.; share changes are against Q3 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Advisor Group Holdings, Inc. | 20 | $73 | 0.00% | 00.0% | Unchanged |
| Lodestone Wealth Management LLC | 20 | $74 | 0.00% | +20 | New |
| Bank of America Corp | 41 | $151 | 0.00% | +13+46.4% | Added |
| Royal Bank of Canada | 310 | $1.00K | 0.00% | +310 | New |
| Tower Research Capital LLC (TRC) | 303 | $1.11K | 0.00% | +303 | New |
| Federation des caisses Desjardins du Quebec | 500 | $1.82K | 0.00% | +100+25.0% | Added |
| The PNC Financial Services Group, Inc. | 750 | $2.76K | 0.00% | +750 | New |
| MAI Capital Management | 1,742 | $6.41K | 0.00% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 2,700 | $9.94K | 0.00% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 2,800 | $10.3K | 0.00% | −200−6.7% | Reduced |
| Ronald Blue Trust, Inc. | 2,832 | $10.4K | 0.00% | 00.0% | Unchanged |
| BNP Paribas Arbitrage, SA | 4,029 | $14.8K | 0.00% | +1,729+75.2% | Added |
| Morgan Stanley | 4,319 | $15.9K | 0.00% | −17,155−79.9% | Reduced |
| Northern Trust Corp | 12,126 | $44.6K | 0.00% | +12,126 | New |
| HRT Financial LP | 13,705 | $50.0K | 0.00% | +13,705 | New |
| State Street Corp | 19,300 | $71.0K | 0.00% | −1,102−5.4% | Reduced |
| BlackRock, Inc. | 19,753 | $72.7K | 0.00% | 00.0% | Unchanged |
| Dimensional Fund Advisors LP | 22,799 | $83.9K | 0.00% | +22,799 | New |
| Jane Street Group, LLC | 28,012 | $103.1K | 0.00% | +28,012 | New |
| Summit Financial, LLC | 31,475 | $115.8K | 0.00% | +18,100+135.3% | Added |
| Geode Capital Management, LLC | 38,866 | $143.0K | 0.00% | +12,756+48.9% | Added |
| XTX Topco Ltd | 45,629 | $167.9K | 0.00% | +45,629 | New |
| Vanguard Group Inc | 64,332 | $236.7K | 0.00% | +31,958+98.7% | Added |
| Quadrature Capital Ltd | 64,953 | $239.0K | 0.00% | +64,953 | New |
| Renaissance Technologies LLC | 71,500 | $263.1K | 0.00% | −3,545−4.7% | Reduced |
| Citadel Advisors LLC | 141,718 | $521.5K | 0.00% | +141,718 | New |
| United Advisor Group, LLC | 0 | $0 | 0.00% | −57,200−100.0% | Sold out |
| Stifel Financial Corp | 0 | $0 | 0.00% | −16,750−100.0% | Sold out |
| UBS Group AG | 0 | $0 | 0.00% | −16,609−100.0% | Sold out |
| Rossby Financial, LCC | 0 | $0 | 0.00% | −15,000−100.0% | Sold out |
| PFG Investments, LLC | 0 | $0 | 0.00% | −13,000−100.0% | Sold out |
| Fifth Lane Capital, LP | 0 | $0 | 0.00% | −10,000−100.0% | Sold out |
| JPMorgan Chase & Co | 0 | $0 | 0.00% | −572−100.0% | Sold out |
| Acadian Asset Management LLC | 0 | $0 | 0.00% | −23−100.0% | Sold out |