TAOX · TAO Synergies Inc.

$3.95 +0.06 (+1.54%) At close · Aug 31

Market Cap

$29.11M

7.48M

Institutional ownership from SEC Form 13F filings. Investment managers with more than $100 million in U.S. equities must disclose their positions every quarter, within 45 days of quarter-end, so the holdings shown can lag the market by up to a quarter.

Quarter:

Holders: 29

Total Value: $2,656,602

Total Shares: 712,230

Institutional Ownership Trend

9 quarters

Holder Concentration

Across 29 13F filers · Δ vs Mar 31, 2026

Top Holder

16.6%

−5.0 pts

Top 5

58.6%

−17.6 pts

Top 10

87.5%

−7.5 pts

HHI

931

Broadly held−437

Quarterly Activity

vs Mar 31, 2026

New

Increased

Decreased

Sold Out

Unchanged

Holder count: +4

Institutional value: -0.7%

Shares held: +51.4%

Top Buyers

vs Mar 31, 2026

Institution	Added	Now Holds
Mega VANGUARD CAPITAL MANAGEMENT LLC	+39,102	118,471
Mega BlackRock, Inc.	+26,145	45,898
Mega UBS Group AG	+22,029	32,779
Mid Summit Financial, LLC	+14,485	57,760
Mega STATE STREET CORP	+5,900	25,200

Top Sellers

vs Mar 31, 2026

Institution	Sold	Now Holds
Large RENAISSANCE TECHNOLOGIES LLC	−22,983	78,817
Mega VANGUARD FIDUCIARY TRUST CO	−13,543	31,889
Mega GEODE CAPITAL MANAGEMENT, LLC	−9,270	79,374
Large Federation des caisses Desjardins du Quebec	−400	50
Mega ROYAL BANK OF CANADA	−10	8

Top New Positions

vs Mar 31, 2026

Institution	Acquired	Value (USD)
Mega CITADEL ADVISORS LLC	83,172	$310,231
Mega JANE STREET GROUP, LLC	54,854	$204,605
Large HRT FINANCIAL LP	40,072	$149,468
Mid SBI Securities Co., Ltd.	520	$1,939
Mid Colonial Trust Advisors	500	$1,865

Top Sold-Out Positions

vs Mar 31, 2026

Institution	Previously Held	Last Value (USD)	Open
Mega CITIGROUP INC	2,582	$14,691
Mega FMR LLC	325	$1,849

Filter: New 6 Increased 9 Reduced 5 Sold out 2 Unchanged 9

Showing 29 of 29

All Common Calls Puts

Compact Export CSV

Holder

Value (USD)

% of 13F

VANGUARD CAPITAL MANAGEMENT LLC

$441,896

16.63%

118,471

CITADEL ADVISORS LLC

$310,231

11.68%

83,172

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Citadel Securities GP LLC	82,458	$307,568	99.1%	Defined
Held directly	714	$2,663	0.9%	Defined

GEODE CAPITAL MANAGEMENT, LLC

$296,064

11.14%

79,374

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
GEODE CAPITAL MANAGEMENT TRUST COMPANY, LLC	13,139	$49,008	16.6%	Defined
Held directly	66,235	$247,056	83.4%	Defined

RENAISSANCE TECHNOLOGIES LLC

$293,987

11.07%

78,817

Summit Financial, LLC

$215,444

8.11%

57,760

JANE STREET GROUP, LLC

$204,605

7.70%

54,854

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Jane Street Capital, LLC	37,025	$138,103	67.5%	Defined
Jane Street Global Trading, LLC	17,829	$66,502	32.5%	Defined

BlackRock, Inc.

$171,198

6.44%

45,898

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
BlackRock Investment Management, LLC	1,618	$6,035	3.5%	Sole
BlackRock Fund Advisors	24,527	$91,485	53.4%	Sole
BlackRock Institutional Trust Company, N.A.	19,753	$73,678	43.0%	Sole

HRT FINANCIAL LP

$149,468

5.63%

40,072

UBS Group AG

$122,265

4.60%

32,779

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
UBS AG	32,779	$122,265	100.0%	Defined

VANGUARD FIDUCIARY TRUST CO

$118,945

4.48%

31,889

STATE STREET CORP

$93,996

3.54%

25,200

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
SSGA FUNDS MANAGEMENT, INC. joint	25,200	$93,996	100.0%	Defined

MORGAN STANLEY

$90,859

3.42%

24,359

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
MORGAN STANLEY SMITH BARNEY LLC	24,359	$90,859	100.0%	Defined

NORTHERN TRUST CORP

$51,932

1.95%

13,923

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
NORTHERN TRUST CO joint	13,923	$51,932	100.0%	Defined

DIMENSIONAL FUND ADVISORS LP

$47,068

1.77%

12,619

Blue Trust, Inc.

$10,563

0.40%

2,832

Steward Partners Investment Advisory, LLC

$10,444

0.39%

2,800

MassMutual Private Wealth & Trust, FSB

$10,071

0.38%

2,700

Tower Research Capital LLC (TRC)

$9,000

0.34%

2,413

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Latour Trading LLC (Latour)	2,413	$9,000	100.0%	Defined

PNC FINANCIAL SERVICES GROUP, INC.

$2,797

0.11%

750

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
PNC Bank, National Association	750	$2,797	100.0%	Defined

SBI Securities Co., Ltd.

$1,939

0.07%

520

Colonial Trust Advisors

$1,865

0.07%

500

OSAIC HOLDINGS, INC.

$820

0.03%

220

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
OSAIC WEALTH, INC.	220	$820	100.0%	Defined

BARCLAYS PLC

$436

0.02%

117

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
BARCLAYS CAPITAL INC.	117	$436	100.0%	Defined

JONES FINANCIAL COMPANIES LLLP

$261

0.01%

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Edward D. Jones & Co., L.P.	70	$261	100.0%	Sole

Federation des caisses Desjardins du Quebec

$186

0.01%

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Desjardins Securities inc.	50	$186	100.0%	Defined

Allworth Financial LP

$111

0.00%

Lodestone Wealth Management LLC

$74

0.00%

Caitong International Asset Management Co., Ltd

$48

0.00%

ROYAL BANK OF CANADA

$29

0.00%

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
RBC Capital Markets, LLC	8	$29	100.0%	Defined

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Citigroup Financial Products Inc. joint	2,582	$14,691	100.0%	Defined

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
STRATEGIC ADVISERS LLC	325	$1,849	100.0%	Defined

Key facts CIK 1571934 CUSIP 87167T300 13F (30d) 25 filings 25 filers Visit website