Funds holding TAO SYNERGIES INC
ISIN US87167T3005 · United States
- Fund holders
- 11
- Of which ETFs
- 2 9 other funds
- Value held
- 741.4K $
- Share of capital
- 2.6 % of 7.5M shares on Aug 13, 2026
| Fund | Shares | Value | Weight in fund | Share of capital | |
|---|---|---|---|---|---|
| VANGUARD EXTENDED MARKET INDEX FUND VANGUARD INDEX FUNDS | 79,099 | 295K $ | 0.00 % | 1.06 % | as of Jun 30, 2026 ↗ |
| Fidelity Extended Market Index Fund Fidelity Concord Street Trust | 36,368 | 152.7K $ | 0.00 % | 0.49 % | as of May 31, 2026 ↗ |
| iShares Micro-Cap ETF iShares Trust | 24,527 | 91.5K $ | 0.01 % | 0.33 % | as of Jun 30, 2026 ↗ |
| Fidelity Total Market Index Fund Fidelity Concord Street Trust | 12,242 | 51.4K $ | 0.16 % | as of May 31, 2026 ↗ | |
| Dimensional U.S. Small Cap ETF Dimensional ETF Trust | 11,119 | 36.6K $ | 0.00 % | 0.15 % | as of Jul 31, 2026 ↗ |
| Fidelity Series Total Market Index Fund Fidelity Concord Street Trust | 9,860 | 41.4K $ | 0.13 % | as of May 31, 2026 ↗ | |
| VANGUARD TOTAL STOCK MARKET INDEX FUND VANGUARD INDEX FUNDS | 8,872 | 33.1K $ | 0.12 % | as of Jun 30, 2026 ↗ | |
| Fidelity Nasdaq Composite Index Fund Fidelity Concord Street Trust | 7,014 | 29.5K $ | 0.00 % | 0.09 % | as of May 31, 2026 ↗ |
| 1290 VT Micro Cap Portfolio EQ Advisors Trust | 1,618 | 6K $ | 0.00 % | 0.02 % | as of Jun 30, 2026 ↗ |
| U.S. MICRO CAP PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC | 800 | 2.6K $ | 0.01 % | as of Jul 31, 2026 ↗ | |
| State Street Balanced Index Fund STATE STREET INSTITUTIONAL INVESTMENT TRUST | 398 | 1.5K $ | 0.00 % | 0.01 % | as of Jun 30, 2026 ↗ |
The funds most exposed to it
The weight is the share of a fund's net assets. The holders table ranks funds by number of shares. This one ranks them by the weight of the company in each fund.
| Fund | Weight in fund | |
|---|---|---|
| iShares Micro-Cap ETF iShares Trust | 0.01 % | as of Jun 30, 2026 ↗ |
| 1290 VT Micro Cap Portfolio EQ Advisors Trust | 0.00 % | as of Jun 30, 2026 ↗ |
| Fidelity Extended Market Index Fund Fidelity Concord Street Trust | 0.00 % | as of May 31, 2026 ↗ |
| VANGUARD EXTENDED MARKET INDEX FUND VANGUARD INDEX FUNDS | 0.00 % | as of Jun 30, 2026 ↗ |
| Dimensional U.S. Small Cap ETF Dimensional ETF Trust | 0.00 % | as of Jul 31, 2026 ↗ |
| State Street Balanced Index Fund STATE STREET INSTITUTIONAL INVESTMENT TRUST | 0.00 % | as of Jun 30, 2026 ↗ |
| Fidelity Nasdaq Composite Index Fund Fidelity Concord Street Trust | 0.00 % | as of May 31, 2026 ↗ |
Quarter after quarter
Each row is one quarter of SEC filings, newest first. The change compares each quarter with the one before.
| Quarter | Holders | Change | Shares | Change |
|---|---|---|---|---|
| 2026Q3 | 11 | +4 | 191,917 | +40.9 % |
| 2026Q2 | 7 | -4 | 136,238 | +58.1 % |
| 2026Q1 | 11 | +4 | 86,171 | +188.4 % |
| 2025Q4 | 7 | +3 | 29,874 | +117.6 % |
| 2025Q3 | 4 | 0 | 13,728 | +3.2 % |
| 2025Q2 | 4 | 0 | 13,307 | -1.5 % |
| 2025Q1 | 4 | -1 | 13,514 | +31.2 % |
| 2024Q4 | 5 | 0 | 10,300 | +18.1 % |
| 2024Q3 | 5 | 8,718 |
Institutional managers
22 managers declare this company to the SEC (Form 13F).
| Manager | Shares | Value | |
|---|---|---|---|
| RENAISSANCE TECHNOLOGIES LLC | 101,800 | 579.2K $ | as of Mar 31, 2026 |
| GEODE CAPITAL MANAGEMENT, LLC | 88,644 | 504.7K $ | as of Mar 31, 2026 |
| Summit Financial, LLC | 43,275 | 246.2K $ | as of Mar 31, 2026 |
| MORGAN STANLEY | 24,359 | 138.6K $ | as of Mar 31, 2026 |
| BlackRock, Inc. | 19,753 | 112.4K $ | as of Mar 31, 2026 |
| STATE STREET CORP | 19,300 | 109.8K $ | as of Mar 31, 2026 |
| DIMENSIONAL FUND ADVISORS LP | 12,619 | 71.8K $ | as of Mar 31, 2026 |
| NORTHERN TRUST CORP | 12,126 | 69K $ | as of Mar 31, 2026 |
| UBS Group AG | 10,750 | 61.2K $ | as of Mar 31, 2026 |
| Blue Trust, Inc. | 2,832 | 16.1K $ | as of Mar 31, 2026 |
| Steward Partners Investment Advisory, LLC | 2,800 | 15.9K $ | as of Mar 31, 2026 |
| MassMutual Private Wealth & Trust, FSB | 2,700 | 15.4K $ | as of Mar 31, 2026 |
| CITIGROUP INC | 2,582 | 14.7K $ | as of Mar 31, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | 750 | 4.3K $ | as of Mar 31, 2026 |
| Federation des caisses Desjardins du Quebec | 450 | 2.5K $ | as of Mar 31, 2026 |
| FMR LLC | 325 | 1.8K $ | as of Mar 31, 2026 |
| OSAIC HOLDINGS, INC. | 220 | 1.3K $ | as of Mar 31, 2026 |
| Tower Research Capital LLC (TRC) | 76 | 432 $ | as of Mar 31, 2026 |
| JONES FINANCIAL COMPANIES LLLP | 70 | 365 $ | as of Mar 31, 2026 |
| Lodestone Wealth Management LLC | 20 | 114 $ | as of Mar 31, 2026 |
| Allworth Financial LP | 10 | 57 $ | as of Mar 31, 2026 |
| Caitong International Asset Management Co., Ltd | 5 | 28 $ | as of Mar 31, 2026 |
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