Tao SynergiesTAOX

13F holders, Q2 2026 (June 30)
29holders +4
6new positions
2sold out
2famous investors
$3.73avg. 13F price*

At the end of Q2 2026, 29 institutions reported holding Tao Synergies Inc. (TAOX) in their 13F filings, up 4 from Q1 2026. 6 opened new positions and 2 sold out. The largest holders were Vanguard Capital Management LLC ($442K), Citadel Advisors ($310K) and Geode Capital Management, LLC ($296K). 2 famous investors held it, including Jim Simons / Peter Brown (0.0% of Renaissance Technologies's portfolio) and Ken Griffin (0.0% of Citadel Advisors's portfolio).

Company
Tao Synergies Inc.
CUSIP
87167T300
Latest filing quarter
Q2 2026

History

Number of 13F holders

0102030 Q2 2024: 8Q2 2024Q3 2024: 8Q3 2024Q4 2024: 8Q4 2024Q1 2025: 11Q1 2025Q2 2025: 12Q2 2025Q3 2025: 23Q3 2025Q4 2025: 26Q4 2025Q1 2026: 25Q1 2026Q2 2026: 29Q2 2026

Total Exit/New Position Q1 2026 → Q2 2026

InstitutionsTotal Value
New Positions6$668K
Exits2$17K

All 13F filers, Q1 2026 → Q2 2026: 291,058 shares bought and 49,113 shares sold, net +241,945 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 29 holders

Vanguard Capital Management LLC 0.00% Add +49.3% 118,471 $442K
Citadel Advisors 0.00% New 83,172 $310K
Geode Capital Management, LLC 0.00% Reduce -10.5% 79,374 $296K
Renaissance Technologies 0.00% Reduce -22.6% 78,817 $294K
Summit Financial, LLC 0.00% Add +33.5% 57,760 $215K
Jane Street Group, LLC 0.00% New 54,854 $205K
BlackRock, Inc. 0.00% Add +132.4% 45,898 $171K
HRT Financial LP 0.00% New 40,072 $149K
UBS Group AG 0.00% Add +204.9% 32,779 $122K
Vanguard Fiduciary Trust Co. 0.00% Reduce -29.8% 31,889 $119K
State Street Corp. 0.00% Add +30.6% 25,200 $94K
Morgan Stanley 0.00% No change 24,359 $91K
Northern Trust Corp. 0.00% Add +14.8% 13,923 $52K
Dimensional Fund Advisors LP 0.00% No change 12,619 $47K
Blue Trust, Inc. 0.00% No change 2,832 $11K
Steward Partners Investment Advisory, LLC 0.00% No change 2,800 $10K
MassMutual Private Wealth & Trust, FSB 0.00% No change 2,700 $10K
Tower Research Capital LLC (TRC) 0.00% Add +3075.0% 2,413 $9K
PNC Financial Services Group, Inc. 0.00% No change 750 $3K
SBI Securities Co., Ltd. 0.00% New 520 $2K
Colonial Trust Advisors 0.00% New 500 $2K
Osaic Holdings, Inc. 0.00% No change 220 $820
Barclays PLC 0.00% New 117 $436
Jones Financial Companies LLLP 0.00% No change 70 $251
Federation des caisses Desjardins du Quebec 0.00% Reduce -88.9% 50 $187
Allworth Financial LP 0.00% Add +200.0% 30 $112
Lodestone Wealth Management LLC 0.00% No change 20 $75
Caitong International Asset Management Co., Ltd 0.00% Add +160.0% 13 $48
Royal Bank of Canada 0.00% Reduce -55.6% 8 $0

"% of holder's portfolio" is TAOX's weight in each manager's 13F, not the share of Tao Synergies Inc. the manager owns.