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, Q1 2026
Institutional positions in TAO Synergies Inc. as of Mar 31, 2026. 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
- 25
- 0 vs. Q4 2025
- Shares held
- 470.3K
- −59.9K (−11.3%) vs. Q4 2025
- Total value
- $2.68M
- +$725.5K (+37.2%) vs. Q4 2025
- New holders
- 8
- 5 more added
- Sold out
- 8
- 4 more reduced
1 institution that held it in Q4 2025 haven't filed for Q1 2026 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 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, Q1 2026
Shares, value and share of portfolio for each institution holding TAO Synergies Inc.; share changes are against Q4 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Royal Bank of Canada | 18 | $0 | 0.00% | −292−94.2% | Reduced |
| Caitong International Asset Management Co., Ltd | 5 | $28 | 0.00% | +5 | New |
| Allworth Financial LP | 10 | $57 | 0.00% | +10 | New |
| Lodestone Wealth Management LLC | 20 | $114 | 0.00% | 00.0% | Unchanged |
| Jones Financial Companies LLLP | 70 | $365 | 0.00% | +70 | New |
| Tower Research Capital LLC (TRC) | 76 | $432 | 0.00% | −227−74.9% | Reduced |
| Advisor Group Holdings, Inc. | 220 | $1.25K | 0.00% | +200+1,000.0% | Added |
| FMR LLC | 325 | $1.85K | 0.00% | +325 | New |
| Federation des caisses Desjardins du Quebec | 450 | $2.52K | 0.00% | −50−10.0% | Reduced |
| The PNC Financial Services Group, Inc. | 750 | $4.27K | 0.00% | 00.0% | Unchanged |
| Citigroup Inc | 2,582 | $14.7K | 0.00% | +2,582 | New |
| Massmutual Trust Co FSB | 2,700 | $15.4K | 0.00% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 2,800 | $15.9K | 0.00% | 00.0% | Unchanged |
| Ronald Blue Trust, Inc. | 2,832 | $16.1K | 0.00% | 00.0% | Unchanged |
| UBS Group AG | 10,750 | $61.2K | 0.00% | +10,750 | New |
| Northern Trust Corp | 12,126 | $69.0K | 0.00% | 00.0% | Unchanged |
| Dimensional Fund Advisors LP | 12,619 | $71.8K | 0.00% | −10,180−44.7% | Reduced |
| State Street Corp | 19,300 | $109.8K | 0.00% | 00.0% | Unchanged |
| BlackRock, Inc. | 19,753 | $112.4K | 0.00% | 00.0% | Unchanged |
| Morgan Stanley | 24,359 | $138.6K | 0.00% | +20,040+464.0% | Added |
| Summit Financial, LLC | 43,275 | $246.2K | 0.00% | +11,800+37.5% | Added |
| Vanguard Fiduciary Trust Co | 45,432 | $258.5K | 0.00% | +45,432 | New |
| Vanguard Capital Management LLC | 79,369 | $451.6K | 0.00% | +79,369 | New |
| Geode Capital Management, LLC | 88,644 | $504.7K | 0.00% | +49,778+128.1% | Added |
| Renaissance Technologies LLC | 101,800 | $579.2K | 0.00% | +30,300+42.4% | Added |
| Citadel Advisors LLC | 0 | $0 | 0.00% | −141,718−100.0% | Sold out |
| Quadrature Capital Ltd | 0 | $0 | 0.00% | −64,953−100.0% | Sold out |
| XTX Topco Ltd | 0 | $0 | 0.00% | −45,629−100.0% | Sold out |
| Jane Street Group, LLC | 0 | $0 | 0.00% | −28,012−100.0% | Sold out |
| HRT Financial LP | 0 | $0 | 0.00% | −13,705−100.0% | Sold out |
| BNP Paribas Arbitrage, SA | 0 | $0 | 0.00% | −4,029−100.0% | Sold out |
| MAI Capital Management | 0 | $0 | 0.00% | −1,742−100.0% | Sold out |
| Bank of America Corp | 0 | $0 | 0.00% | −41−100.0% | Sold out |
| Vanguard Group Inc | – | – | – | – | Not filed |