TAO SYNERGIES INC COM (TAOX)
Institutional ownership reported to the SEC as of Q2 2026, across 10 quarters.
Institutions report 712,230 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.
Calls and puts are the parts of reported value carried in derivative lines rather than shares, and they point in opposite directions: a manager holding calls is positioned for the security, one holding puts against it - or hedging shares they already own, which is why index funds carry so many. Most sites add the two together and report one figure, which averages away the only interesting part.
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 |
| HRT FINANCIAL LP | $149.0K | 40,072 | 0.00% | new | NEW |
| 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 |
| 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% | 3q | -55.6% |
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 |
|---|---|---|---|---|---|---|---|
| Q3 2026 | 6 | $26.0K | 5,741 | 1 | 1 | 1 | 0.0% |
| Q2 2026 | 29 | $2.7M | 712,230 | 6 | 9 | 5 | 0.0% |
| Q1 2026 | 25 | $2.7M | 470,285 | 6 | 5 | 4 | 0.0% |
| Q4 2025 | 26 | $2.2M | 594,524 | 11 | 6 | 4 | 0.0% |
| Q3 2025 | 22 | $2.3M | 351,258 | 14 | 5 | 1 | 0.0% |
| Q2 2025 | 11 | $483.9K | 61,695 | 5 | 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% |