TAOX — TAO SYNERGIES INC
As of Q2 2026, 8 SEC-registered investment managers reported holding TAOX (TAO SYNERGIES INC) in their latest 13F filings, with a combined reported value of $1.34M across 359.07K shares. That is +37.5% by share count (+97.98K shares) versus the previous quarter, while reported value moved -9.8%. Ownership is concentrated: the five largest holders account for 89.1% of reported value and the top ten for 100.0%.
Compared with the prior quarter, 1 opened new positions, 3 added to existing stakes, 2 trimmed, 2 exited entirely. 13F holdings are quarter-end snapshots, so these moves reflect positioning as of Q2 2026, not real-time trading.
TAOX is classified in the Financials sector.
All figures on this page are computed from SEC Form 13F quarterly filings. 13F filers disclose long positions of $100,000 or more within 45 days of quarter end; short positions, options overlays and intra-quarter trades are not included, so treat the numbers as a quarterly snapshot of institutional ownership rather than real-time positioning.
Q2 2026 — 8 funds
| Fund | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|
| Citadel Advisors history | 83.17K | $310.23K | 0.00% | New |
| Geode Capital Management history | 79.37K | $296.26K | 0.00% | Reduce |
| Renaissance Technologies history | 78.82K | $293.99K | 0.00% | Reduce |
| BlackRock Inc history | 45.90K | $171.20K | 0.00% | Add |
| UBS Group AG history | 32.78K | $122.27K | 0.00% | Add |
| Morgan Stanley history | 24.36K | $90.86K | 0.00% | Hold |
| Northern Trust Corp history | 13.92K | $51.93K | 0.00% | Add |
| PNC Financial Services history | 750 | $2.80K | 0.00% | Hold |
Q1 2026 — 9 funds
| Fund | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|
| Renaissance Technologies history | 101.80K | $579.24K | 0.00% | Add |
| Geode Capital Management history | 88.64K | $504.67K | 0.00% | Add |
| Morgan Stanley history | 24.36K | $138.60K | 0.00% | Add |
| BlackRock Inc history | 19.75K | $112.39K | 0.00% | Hold |
| Northern Trust Corp history | 12.13K | $69.00K | 0.00% | Hold |
| UBS Group AG history | 10.75K | $61.17K | 0.00% | New |
| Citigroup Inc history | 2.58K | $14.69K | 0.00% | New |
| PNC Financial Services history | 750 | $4.27K | 0.00% | Hold |
| Fidelity Management & Research (FMR) history | 325 | $1.85K | 0.00% | New |
Q4 2025 — 9 funds
| Fund | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|
| Citadel Advisors history | 141.72K | $521.52K | 0.00% | New |
| Renaissance Technologies history | 71.50K | $263.12K | 0.00% | Reduce |
| Vanguard Group history | 64.33K | $236.74K | 0.00% | Add |
| Geode Capital Management history | 38.87K | $143.03K | 0.00% | Add |
| BlackRock Inc history | 19.75K | $72.69K | 0.00% | Hold |
| Northern Trust Corp history | 12.13K | $44.62K | 0.00% | New |
| Morgan Stanley history | 4.32K | $15.89K | 0.00% | Reduce |
| PNC Financial Services history | 750 | $2.76K | 0.00% | New |
| Bank of America Corp history | 41 | $151 | 0.00% | Add |
Q3 2025 — 8 funds
| Fund | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|
| Renaissance Technologies history | 75.05K | $491.55K | 0.00% | Add |
| Vanguard Group history | 32.37K | $212.05K | 0.00% | New |
| Geode Capital Management history | 26.11K | $171.02K | 0.00% | Add |
| Morgan Stanley history | 21.47K | $140.66K | 0.00% | Add |
| BlackRock Inc history | 19.75K | $129.38K | 0.00% | Add |
| UBS Group AG history | 16.61K | $108.79K | 0.00% | New |
| JPMorgan Chase & Co history | 572 | $3.75K | 0.00% | New |
| Bank of America Corp history | 28 | $184 | 0.00% | Add |
Q2 2025 — 5 funds
| Fund | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|
| Renaissance Technologies history | 21.00K | $164.85K | 0.00% | New |
| Geode Capital Management history | 11.12K | $87.25K | 0.00% | Hold |
| Morgan Stanley history | 10.04K | $78.78K | 0.00% | Add |
| BlackRock Inc history | 29 | $228 | 0.00% | Hold |
| Bank of America Corp history | 12 | $94 | 0.00% | Add |
Q1 2025 — 6 funds
| Fund | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|
| Citadel Advisors history | 15.34K | $37.12K | 0.00% | New |
| Geode Capital Management history | 11.12K | $26.90K | 0.00% | Add |
| UBS Group AG history | 2.33K | $5.63K | 0.00% | Reduce |
| Morgan Stanley history | 90 | $218 | 0.00% | Hold |
| BlackRock Inc history | 29 | $70 | 0.00% | Hold |
| Bank of America Corp history | 11 | $27 | 0.00% | Add |
New Positions (Q2 2026)
- Citadel Advisors 83.17K sh · $310.23K
Fully Exited (vs previous quarter)
- Citigroup Inc sold 2.58K sh · $14.69K
- Fidelity Management & Research (FMR) sold 325 sh · $1.85K
Fund Position History — shares by quarter (top 13 funds)
| Fund | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 | Q2 2024 |
|---|---|---|---|---|---|---|---|---|---|
| Citadel Advisors | 83.17K | — | 141.72K | — | — | 15.34K | — | — | — |
| Geode Capital Management | 79.37K | 88.64K | 38.87K | 26.11K | 11.12K | 11.12K | 10.84K | — | — |
| Renaissance Technologies | 78.82K | 101.80K | 71.50K | 75.05K | 21.00K | — | — | — | — |
| BlackRock Inc | 45.90K | 19.75K | 19.75K | 19.75K | 29 | 29 | 29 | 29 | — |
| UBS Group AG | 32.78K | 10.75K | — | 16.61K | — | 2.33K | 3.24K | 1.09K | 2.05K |
| Morgan Stanley | 24.36K | 24.36K | 4.32K | 21.47K | 10.04K | 90 | 90 | 90 | 90 |
| Northern Trust Corp | 13.92K | 12.13K | 12.13K | — | — | — | — | — | — |
| PNC Financial Services | 750 | 750 | 750 | — | — | — | — | — | — |
| Fidelity Management & Research (FMR) | — | 325 | — | — | — | — | — | — | — |
| JPMorgan Chase & Co | — | — | — | 572 | — | — | — | — | — |
| Bank of America Corp | — | — | 41 | 28 | 12 | 11 | 10 | 10 | 9 |
| Citigroup Inc | — | 2.58K | — | — | — | — | — | — | — |
| Vanguard Group | — | — | 64.33K | 32.37K | — | — | — | — | — |
▲ Bought Low (fund opened/added, stock rose ≥5% next quarter) ▼ Sold High (fund reduced, stock fell ≥5% next quarter)
Drag / scroll to zoom · Default shows the most recent year · Annotations come from quarterly fund actions in 13F filings · Hover a marker for details