undamentalytics Newsletter

TAO Synergies Inc.: which funds bought and sold

Institutions that bought and sold TAO Synergies shares in Q2 2026, from the holdings they reported to the SEC on Form 13F for March 31, 2026 and June 30, 2026.

Between March 31, 2026 and June 30, 2026, 15 institutions that filed 13F reports for both quarters added to or opened positions in TAO Synergies, and 6 cut or closed them. Together they added a net 242K shares, +51.5% on what they held at the start of the quarter. Active managers and hedge funds on our list were net buyers of 60K shares (+58.6%); index fund managers were net buyers of 50K shares (+18.9%). 6 opened a new position and 2 sold out entirely.

Bought, Q2 2026 15 institutions, 6 of them new holders Sold, Q2 2026 6 institutions, 2 of them sold out
Net change, all compared +242K shares (+51.5%)
Net change, active managers +60K shares (+58.6%), 1 bought, 2 sold

Buyers versus sellers

institutions compared, 30
Active managers and hedge funds 1 bought · 2 sold · +60K
Index fund managers 4 bought · 2 sold · +50K
Other institutions 10 bought · 2 sold · +132K

Biggest buyers

by change in shares held
Biggest buyers
Institution Change in shares Shares June 30, 2026 Value
Citadel Advisors LLC Hedge fund +83K New position 83K $310,231
Jane Street Group, LLC +55K New position 55K $204,605
HRT Financial LP +40K New position 40K $149,000
Vanguard Capital Management LLC Index funds +39K +49.3% 118K $441,897
Blackrock, Inc. Index funds +26K +132.4% 46K $171,200
UBS Group AG +22K +204.9% 33K $122,266
Summit Financial, LLC +14K +33.5% 58K $215,445
State Street Corp Index funds +5,900 +30.6% 25K $93,996
Tower Research Capital LLC (TRC) +2,337 +3075.0% 2,413 $9,000
Northern Trust Corp Index funds +1,797 +14.8% 14K $51,933
Sbi Securities Co., Ltd. +520 New position 520 $1,940
Colonial Trust Advisors +500 New position 500 $1,865
Barclays PLC +117 New position 117 $436
Allworth Financial LP +20 +200.0% 30 $112
Caitong International Asset Management Co., Ltd +8 +160.0% 13 $48

Biggest sellers

by change in shares held
Biggest sellers
Institution Change in shares Shares June 30, 2026 Value
Renaissance Technologies LLC Hedge fund −23K −22.6% 79K $293,987
Vanguard Fiduciary Trust Co Index funds −14K −29.8% 32K $118,946
Geode Capital Management, LLC Index funds −9,270 −10.5% 79K $296,264
Citigroup Inc −2,582 Sold out 0 —
Federation Des Caisses Desjardins Du Quebec −400 −88.9% 50 $187
FMR LLC Active manager −325 Sold out 0 —

New positions

largest by value
InstitutionSharesValue June 30, 2026
Citadel Advisors LLCHedge fund 83K $310,231
Jane Street Group, LLC 55K $204,605
HRT Financial LP 40K $149,000
Sbi Securities Co., Ltd. 520 $1,940
Colonial Trust Advisors 500 $1,865
Barclays PLC 117 $436

Sold out

largest by value
InstitutionSharesValue March 31, 2026
Citigroup Inc 2,582 $14,692
FMR LLCActive manager 325 $1,849

Who holds the shares

13F holdings at June 30, 2026
Institutions reporting
28
Ten largest holders
87.5%
of 13F-reported shares
Index fund managers
44.2%
of 13F-reported shares
Active managers and hedge funds
22.7%
of 13F-reported shares
Buying and selling by type of institution, March 31, 2026 to June 30, 2026
TypeBoughtSoldNewSold outNet change in sharesNet %
Active managers and hedge funds 1 2 1 1 +60K +58.6%
Index fund managers 4 2 0 0 +50K +18.9%
Other institutions 10 2 5 1 +132K +127.5%

Active managers and hedge funds: a list we maintain of about 400 well-known stock-picking firms and hedge funds, matched by SEC registration number (CIK) and checked against the filer names each quarter. Index fund managers: the large index houses, such as BlackRock, Vanguard, State Street, Geode and Northern Trust. Every other filer (banks, brokers, wealth managers, pension funds, insurers and firms not on the list) counts as another institution. A firm that files under several SEC registrations appears once for each.

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