13FBOX
TAO SYNERGIES INC · 13F Institutional Holdings
Options Calculator Rankings
T

TAO SYNERGIES INC

TAOX
Institutions
28
Combined AUM (Q2 2026)
$2.7M
Combined Shares (Q2 2026)
712,222
Overall Trend
Increase
All institutions combined
📥 Inflow (Q1 2026→Q2 2026)
+293,943
16 · 6 New Buys · ≈
📤 Outflow (Q1 2026→Q2 2026)
-49,103
6 · 2 Exit · ≈
⚖️ Net
+244,840
Net Buy
💰 Net Value
≈ —
est. price
Latest AUM (Q2 2026)
$2.7M
Institutions
28
New Buys
6
Adds
10
Reduces
4
Exits
2
Unchanged
8
Ownership TrendPortfolio %Prev Q %RankQ2 2026 ValueQ2 2026 SharesPrev Q ValuePrev Q SharesShares ChangeAction
VANGUARD CAPITAL MANAGEMENT LLC
<0.01%<0.01%#16$441,897118,471$451,61079,369+39,102+49.27%Add
CITADEL ADVISORS LLC
<0.01%#10$310,23183,172$00+83,172New Buy
GEODE CAPITAL MANAGEMENT, LLC
<0.01%<0.01%#14$296,26479,374$504,66888,644-9,270-10.46%Reduce
RENAISSANCE TECHNOLOGIES LLC
<0.01%<0.01%#2$293,98778,817$579,242101,800-22,983-22.58%Reduce
Summit Financial, LLC
<0.01%<0.01%#1$215,44557,760$246,23543,275+14,485+33.47%Add
JANE STREET GROUP, LLC
<0.01%#13$204,60554,854$00+54,854New Buy
BlackRock, Inc.
<0.01%<0.01%#22$171,20045,898$112,39519,753+26,145+132.36%Add
HRT FINANCIAL LP
<0.01%#3$149,46940,072$00+40,072New Buy
UBS Group AG
<0.01%<0.01%#15$122,26632,779$61,16810,750+22,029+204.92%Add
VANGUARD FIDUCIARY TRUST CO
<0.01%<0.01%#12$118,94631,889$258,50845,432-13,543-29.81%Reduce
STATE STREET CORP
<0.01%<0.01%#21$93,99625,200$109,81719,300+5,900+30.57%Add
MORGAN STANLEY
<0.01%<0.01%#20$90,85924,359$140,65521,474+2,885+13.43%Add
NORTHERN TRUST CORP
<0.01%<0.01%#19$51,93313,923$68,99712,126+1,797+14.82%Add
DIMENSIONAL FUND ADVISORS LP
<0.01%<0.01%#17$47,06912,619$71,80212,61900.00%Unchanged
Blue Trust, Inc.
<0.01%<0.01%#7$10,5632,832$16,1142,83200.00%Unchanged
Steward Partners Investment Advisory, LLC
<0.01%<0.01%#8$10,4442,800$15,9332,80000.00%Unchanged
MassMutual Private Wealth & Trust, FSB
<0.01%<0.01%#4$10,0712,700$15,3632,70000.00%Unchanged
Tower Research Capital LLC (TRC)
<0.01%<0.01%#5$9,0002,413$43276+2,337+3,075.00%Add
PNC FINANCIAL SERVICES GROUP, INC.
<0.01%<0.01%#23$2,798750$4,26875000.00%Unchanged
SBI Securities Co., Ltd.
<0.01%#9$1,940520$00+520New Buy
Colonial Trust Advisors
<0.01%#6$1,865500$00+500New Buy
OSAIC HOLDINGS, INC.
<0.01%<0.01%#24$820220$1,25122000.00%Unchanged
BARCLAYS PLC
<0.01%#28$436117$00+117New Buy
JONES FINANCIAL COMPANIES LLLP
<0.01%<0.01%#27$25170$3657000.00%Unchanged
Federation des caisses Desjardins du Quebec
<0.01%<0.01%#25$18750$2,525450-400-88.89%Reduce
Allworth Financial LP
<0.01%<0.01%#26$11230$5710+20+200.00%Add
Lodestone Wealth Management LLC
<0.01%<0.01%#11$7520$1142000.00%Unchanged
Caitong International Asset Management Co., Ltd
<0.01%<0.01%#18$4813$285+8+160.00%Add

🧭 Institutional Sector Flow Heatmap

Net Outflow Net Inflow