TAO Synergies Inc. Major Shareholders & Ownership History
| Major Shareholder Name | Reporting Date | Shares Held | Market Value | Change in Shares | Ownership |
|---|---|---|---|---|---|
| CITADEL ADVISORS LLC | 02/17/2026 | 141.72 K | $521.52 K | 100.00% | 5.56% |
| RENAISSANCE TECHNOLOGIES LLC | 02/12/2026 | 71.50 K | $263.12 K | -4.72% | 2.80% |
| QUADRATURE CAPITAL LTD | 02/17/2026 | 64.95 K | $239.03 K | 100.00% | 2.55% |
| VANGUARD GROUP INC | 01/29/2026 | 64.33 K | $236.74 K | 98.72% | 2.52% |
| XTX TOPCO LTD | 02/17/2026 | 45.63 K | $167.92 K | 100.00% | 1.79% |
| GEODE CAPITAL MANAGEMENT, LLC | 02/09/2026 | 38.87 K | $143.03 K | 48.85% | 1.52% |
| SUMMIT FINANCIAL, LLC | 02/13/2026 | 31.48 K | $115.83 K | 135.33% | 1.23% |
| JANE STREET GROUP, LLC | 02/12/2026 | 28.01 K | $103.08 K | 100.00% | 1.10% |
| DIMENSIONAL FUND ADVISORS LP | 02/12/2026 | 22.80 K | $83.90 K | 100.00% | 0.89% |
| BLACKROCK, INC. | 02/12/2026 | 19.75 K | $72.69 K | 0.00% | 0.77% |
| STATE STREET CORP | 02/13/2026 | 19.30 K | $71.02 K | -5.40% | 0.76% |
| HRT FINANCIAL LP | 02/12/2026 | 13.71 K | $50.00 K | 100.00% | 0.54% |
| NORTHERN TRUST CORP | 02/17/2026 | 12.13 K | $44.62 K | 100.00% | 0.48% |
| MORGAN STANLEY | 02/13/2026 | 4.32 K | $15.89 K | -79.89% | 0.17% |
| BNP PARIBAS ARBITRAGE, SNC | 02/10/2026 | 4.03 K | $14.83 K | 75.17% | 0.16% |
| RONALD BLUE TRUST, INC. | 01/16/2026 | 2.83 K | $10.42 K | 0.00% | 0.11% |
| STEWARD PARTNERS INVESTMENT ADVISORY, LLC | 02/12/2026 | 2.80 K | $10.30 K | -6.67% | 0.11% |
| MASSMUTUAL TRUST CO FSB/ADV | 01/07/2026 | 2.70 K | $9.94 K | 0.00% | 0.11% |
| MAI CAPITAL MANAGEMENT | 02/13/2026 | 1.74 K | $6.41 K | 0.00% | 0.07% |
| PNC FINANCIAL SERVICES GROUP, INC. | 02/06/2026 | 750 | $2.76 K | 100.00% | 0.03% |
| FEDERATION DES CAISSES DESJARDINS DU QUEBEC | 02/12/2026 | 500 | $1.82 K | 25.00% | 0.02% |
| ROYAL BANK OF CANADA | 02/17/2026 | 310 | $1.00 K | 100.00% | 0.01% |
| TOWER RESEARCH CAPITAL LLC (TRC) | 02/17/2026 | 303 | $1.12 K | 100.00% | 0.01% |
| BANK OF AMERICA CORP /DE/ | 02/17/2026 | 41 | $151 | 46.43% | 0.00% |
| LODESTONE WEALTH MANAGEMENT LLC | 01/15/2026 | 20 | $74 | 100.00% | 0.00% |
| ADVISOR GROUP HOLDINGS, INC. | 02/17/2026 | 20 | $73 | 0.00% | 0.00% |
| JPMORGAN CHASE & CO | 02/11/2026 | 0 | $0 | -100.00% | 0.00% |
| STIFEL FINANCIAL CORP | 02/13/2026 | 0 | $0 | -100.00% | 0.00% |
| UBS GROUP AG | 01/29/2026 | 0 | $0 | -100.00% | 0.00% |
| FIFTH LANE CAPITAL, LP | 02/13/2026 | 0 | $0 | -100.00% | 0.00% |
| PFG INVESTMENTS, LLC | 01/26/2026 | 0 | $0 | -100.00% | 0.00% |
| UNITED ADVISOR GROUP, LLC | 01/26/2026 | 0 | $0 | -100.00% | 0.00% |
| ROSSBY FINANCIAL, LCC | 02/12/2026 | 0 | $0 | -100.00% | 0.00% |
TAO Synergies Inc. institutional Ownership - FAQ's
During the previous two years, 32 institutional investors and hedge funds held shares of TAO Synergies Inc.. The most heavily invested institutionals were:
UBS Group AG: 10,750
Ronald Blue Trust, Inc.: 2,832
MASSMUTUAL TRUST CO FSB/ADV: 2,700
Lodestone Wealth Management LLC: 20
CITADEL ADVISORS LLC: 141,718
RENAISSANCE TECHNOLOGIES LLC: 71,500
23.32% of TAO Synergies Inc. stock is owned by institutional investors.
Institutional investors have bought a total of 605.31 K shares in the last 24 months. This purchase volume represents approximately $2.77 M in transactions.