Ranked by reported Q1 2026 13F market value
Share of total reported institutional value in TAOX held by the largest 10 / 25 filers.
| # | Institution | Shares Held | Market Value | QoQ Change | Ownership % | % of Fund |
|---|---|---|---|---|---|---|
| 1 | RENAISSANCE TECHNOLOGIES LLC | 102K | $579K | +42.4% | 3.098% | 0.00% |
| 2 | GEODE CAPITAL MANAGEMENT, LLC | 89K | $505K | +128.1% | 2.697% | 0.00% |
| 3 | VANGUARD CAPITAL MANAGEMENT LLC | 79K | $452K | — | 2.415% | 0.00% |
| 4 | VANGUARD FIDUCIARY TRUST CO | 45K | $259K | — | 1.382% | 0.00% |
| 5 | Summit Financial, LLC | 43K | $246K | +37.5% | 1.317% | 0.00% |
| 6 | MORGAN STANLEY | 24K | $139K | +464.0% | 0.741% | 0.00% |
| 7 | BlackRock, Inc. | 20K | $112K | 0.0% | 0.601% | 0.00% |
| 8 | STATE STREET CORP | 19K | $110K | 0.0% | 0.587% | 0.00% |
| 9 | DIMENSIONAL FUND ADVISORS LP | 13K | $72K | -44.6% | 0.384% | 0.00% |
| 10 | NORTHERN TRUST CORP | 12K | $69K | 0.0% | 0.369% | 0.00% |
| 11 | UBS Group AG | 11K | $61K | — | 0.327% | 0.00% |
| 12 | Blue Trust, Inc. | 3K | $16K | 0.0% | 0.086% | 0.00% |
| 13 | Steward Partners Investment Advisory, LLC | 3K | $16K | 0.0% | 0.085% | 0.00% |
| 14 | MASSMUTUAL TRUST CO FSB/ADV | 3K | $15K | 0.0% | 0.082% | 0.00% |
| 15 | CITIGROUP INC | 3K | $15K | — | 0.079% | 0.00% |
| 16 | PNC FINANCIAL SERVICES GROUP, INC. | 750 | $4K | 0.0% | 0.023% | 0.00% |
| 17 | Federation des caisses Desjardins du Quebec | 450 | $3K | -10.0% | 0.014% | 0.00% |
| 18 | FMR LLC | 325 | $2K | — | 0.010% | 0.00% |
| 19 | ADVISOR GROUP HOLDINGS, INC. | 220 | $1K | +1000.0% | 0.007% | 0.00% |
| 20 | Tower Research Capital LLC (TRC) | 76 | $432 | -74.9% | 0.002% | 0.00% |
| 21 | JONES FINANCIAL COMPANIES LLLP | 70 | $365 | — | 0.002% | 0.00% |
| 22 | Lodestone Wealth Management LLC | 20 | $114 | 0.0% | 0.001% | 0.00% |
| 23 | Allworth Financial LP | 10 | $57 | — | 0.000% | 0.00% |
| 24 | Caitong International Asset Management Co., Ltd | 5 | $28 | — | 0.000% | 0.00% |
| 25 | ROYAL BANK OF CANADA | 18 | $0 | -94.2% | 0.001% | 0.00% |
denotes a marquee investor (Buffett, Burry, ARK, Tiger Global, Pershing Square, Baupost and other widely-followed managers). “% of Fund” shows how much of that investor’s total 13F portfolio is invested in TAOX — a direct measure of their conviction.
Filings activity in TAOX during Q1 2026, grouped by how each filer changed its position.
Institutions that opened a new TAOX position in Q1 2026
Institutions that fully closed their TAOX position in Q1 2026
8 quarters of 13F filings · Δ columns show change vs prior quarter
| Quarter | Inst. Holders | Δ Holders | Ownership % | Δ Ownership | Total 13F Value | Δ Value |
|---|---|---|---|---|---|---|
| Q1 2026 | 25 | 3.8% | 22.49% | +4.52 pp | $3M | +25% |
| Q4 2025 | 26 | +13% | 17.97% | 1.31 pp | $2M | 6.8% |
| Q3 2025 | 23 | +77% | 19.28% | +15.86 pp | $2M | +463% |
| Q2 2025 | 13 | +8.3% | 3.42% | +2.36 pp | $0M | +223% |
| Q1 2025 | 12 | +33% | 1.06% | +0.63 pp | $0M | +144% |
| Q4 2024 | 9 | +13% | 0.43% | +0.37 pp | $0M | +578% |
| Q3 2024 | 8 | 11% | 0.06% | 0.08 pp | $0M | 53% |
| Q2 2024 | 9 | — | 0.14% | — | $0M | — |
Source: SEC 13F institutional filings. Ownership % requires market cap data and will show once linked. Δ columns compare to the immediately prior filed quarter.
Quick answers to the most common questions about buying TAOX stock.
Based on Q1 2026 13F filings, institutional ownership of TAO Synergies Inc. stands at 22.5%, held across 25 reporting institutions.
RENAISSANCE TECHNOLOGIES LLC is the largest reported institutional holder of TAOX, with approximately 101,800 shares worth $0.00B as of Q1 2026.
Yes — 1 widely-followed marquee investor appear among the top 25 institutional holders of TAOX, including RENAISSANCE TECHNOLOGIES LLC.
Our composite Smart Money Score for TAOX is 54 out of 100 (Neutral). It combines net institutional buying activity, ownership shift, marquee investor presence, and holder-count growth.
8 institutions opened new positions in TAOX during Q1 2026, while 9 fully exited. 14 added to existing positions and 2 trimmed.
TAOX institutional ownership rose by 4.52 percentage points quarter-over-quarter, with a net change of -1 holders.
The top 10 institutions account for 95.0% of all reported 13F value in TAOX, and the top 25 account for 100.0%.
All data is sourced from SEC Form 13F filings, which institutional investment managers with at least $100M in assets are required to file each quarter. We process every 13F filing from EDGAR and recompute the aggregates after each cycle. Insider transactions are sourced from Form 4 filings.
TAO Synergies Inc. (TAOX) Institutional Ownership