TAO Synergies Inc. - TAOX
Detailed investor-level table based on 13F positions.
Methodology:
Market value and % of portfolio use SEC reported VALUE ($000).
For PUT/CALL positions this reflects reported underlying exposure, not premium cash paid/received.
Details.
Rows: 0
| Investor | History | Status | Shares held | Market value ($000) | % of portfolio | Previous % | Rank | Change in shares | % change in shares | Source | Date reported |
|---|---|---|---|---|---|---|---|---|---|---|---|
| VANGUARD CAPITAL MANAGEMENT LLC | History | No change | 118,471 | 441 | 0.0% | 0.0% | 1 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| CITADEL ADVISORS LLC | History | No change | 83,172 | 310 | 0.0% | 0.0% | 2 | 0 | 0.0% | Q2 2026 | Sep 02, 2026 |
| GEODE CAPITAL MANAGEMENT, LLC | History | No change | 79,374 | 296 | 0.0% | 0.0% | 3 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| RENAISSANCE TECHNOLOGIES LLC | History | No change | 78,817 | 293 | 0.0% | 0.0% | 4 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Summit Financial, LLC | History | No change | 57,760 | 215 | 0.0% | 0.0% | 5 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| JANE STREET GROUP, LLC | History | No change | 54,854 | 204 | 0.0% | 0.0% | 6 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| BlackRock, Inc. | History | No change | 45,898 | 171 | 0.0% | 0.0% | 7 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| HRT FINANCIAL LP | History | No change | 40,072 | 149 | 0.0% | 0.0% | 8 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| UBS Group AG | History | No change | 32,779 | 122 | 0.0% | 0.0% | 9 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| VANGUARD FIDUCIARY TRUST CO | History | No change | 31,889 | 118 | 0.0% | 0.0% | 10 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| STATE STREET CORP | History | No change | 25,200 | 93 | 0.0% | 0.0% | 11 | 0 | 0.0% | Q2 2026 | Sep 22, 2026 |
| MORGAN STANLEY | History | No change | 24,359 | 90 | 0.0% | 0.0% | 12 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| NORTHERN TRUST CORP | History | No change | 13,923 | 51 | 0.0% | 0.0% | 13 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| DIMENSIONAL FUND ADVISORS LP | History | No change | 12,619 | 47 | 0.0% | 0.0% | 14 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| MassMutual Private Wealth & Trust, FSB | History | No change | 2,700 | 12 | 0.0% | 0.0% | 15 | 0 | 0.0% | Q3 2026 | Oct 05, 2026 |
| Blue Trust, Inc. | History | No change | 2,832 | 12 | 0.0% | 0.0% | 16 | 0 | 0.0% | Q3 2026 | Oct 15, 2026 |
| Steward Partners Investment Advisory, LLC | History | No change | 2,800 | 10 | 0.0% | 0.0% | 17 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Tower Research Capital LLC (TRC) | History | No change | 2,413 | 9 | 0.0% | 0.0% | 18 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | No change | 750 | 2 | 0.0% | 0.0% | 19 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Colonial Trust Advisors | History | No change | 500 | 1 | 0.0% | 0.0% | 20 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| SBI Securities Co., Ltd. | History | No change | 520 | 1 | 0.0% | 0.0% | 21 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| TD Waterhouse Canada Inc. | History | New | 42 | 0 | — | — | — | +42 | New | Q3 2026 | Oct 16, 2026 |
| BARCLAYS PLC | History | No change | 117 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | No change | 70 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| ROYAL BANK OF CANADA | History | No change | 8 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Allworth Financial LP | History | No change | 30 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| OSAIC HOLDINGS, INC. | History | No change | 220 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Lodestone Wealth Management LLC | History | No change | 20 | 0 | — | — | — | 0 | 0.0% | Q3 2026 | Oct 14, 2026 |
| Caitong International Asset Management Co., Ltd | History | No change | 13 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Federation des caisses Desjardins du Quebec | History | No change | 50 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |