Among active 13F managers last quarter, 3 opened and 3 added, while 1 reduced; the largest holder to move was Renaissance Technologies LLC (+42%). No open-market insider trades in the last 180 days.
Funds lean in and no leg opposes.
27 tracked 13F filers disclose a position in TAOX as of the latest SEC 13F filings, a combined $2.6M in reported value. Holders and values reflect the 13F filers Arkolith currently tracks, not the entire institutional universe. Counts and totals are a floor, not the full institutional ownership.
| # | Fund | Shares | Position value | Last move | As of | History |
|---|---|---|---|---|---|---|
| 1 | Vanguard Capital Management LLC | 118K | $442K | ▲+49% Added · +39K sh | Q2 2026 | |
| 2 | Renaissance Technologies LLC | 102K | $579K | ▲+42% Added · +30K sh | Q1 2026 | |
| 3 | Citadel Advisors LLC | 83K | $310K | ▲New +83K sh | Q2 2026 | |
| 4 | Geode Capital Management, LLC | 79K | $296K | ▼−10% Reduced · −9K sh | Q2 2026 | |
| 5 | Summit Financial, LLC | 58K | $215K | ▲+33% Added · +14K sh | Q2 2026 | |
| 6 | BlackRock, Inc. | 46K | $171K | ▲+132% Added · +26K sh | Q2 2026 | |
| 7 | Vanguard Fiduciary Trust Co | 32K | $119K | ▼−30% Reduced · −14K sh | Q2 2026 | |
| 8 | State Street Corp | 25K | $94K | ▲+31% Added · +6K sh | Q2 2026 | |
| 9 | Morgan Stanley | 24K | $139K | ▲+464% Added · +20K sh | Q1 2026 | |
| 10 | Dimensional Fund Advisors LP | 13K | $72K | ▼−45% Reduced · −10K sh | Q1 2026 | |
| 11 | Northern Trust Corp | 12K | $69K | —Held | Q1 2026 | |
| 12 | UBS Group AG | 11K | $61K | ▲New +11K sh | Q1 2026 | |
| 13 | Blue Trust, Inc. | 3K | $11K | —Held | Q2 2026 | |
| 14 | Steward Partners Investment Advisory, LLC | 3K | $10K | —Held | Q2 2026 | |
| 15 | MassMutual Private Wealth & Trust, FSB | 3K | $15K | —Held | Q1 2026 | |
| 16 | Citigroup Inc | 3K | $15K | ▲New +3K sh | Q1 2026 | |
| 17 | PNC Financial Services Group, Inc. | 750 | $4K | —Held | Q1 2026 | |
| 18 | SBI Securities Co., Ltd. | 520 | $2K | ▲New +520 sh | Q2 2026 | |
| 19 | Colonial Trust Advisors | 500 | $2K | ▲New +500 sh | Q2 2026 | |
| 20 | Osaic Holdings, Inc. | 220 | $1K | ▲11× Added · +200 sh | Q1 2026 | |
| 21 | Tower Research Capital LLC (TRC) | 76 | $432 | ▼−75% Reduced · −227 sh | Q1 2026 | |
| 22 | Jones Financial Companies LLLP | 70 | $365 | ▲New +70 sh | Q1 2026 | |
| 23 | Federation des caisses Desjardins du Quebec | 50 | $187 | ▼−89% Reduced · −400 sh | Q2 2026 | |
| 24 | Lodestone Wealth Management LLC | 20 | $75 | —Held | Q2 2026 | |
| 25 | Royal Bank Of Canada | 18 | $0 | ▼−94% Reduced · −292 sh | Q1 2026 |
Holders and values reflect the 13F filers Arkolith currently tracks, not the entire institutional universe. Counts and totals are a floor, not the full institutional ownership.
Last quarter, 3 funds opened a new position in TAOX and 3 added to an existing one, while 1 reduced. Based on 13F filings from active, signal-eligible managers (passive index funds and other mechanical holders are excluded from this count).
| Company | Co-held by | Their position there |
|---|---|---|
| Nvidia CorpNVDA | 8 funds | $3.6B |
| Apple IncAAPL | 8 funds | $3.5B |
| Micron Technology IncMU | 8 funds | $1.7B |
| Eli Lilly & CoLLY | 8 funds | $1.4B |
| Alphabet Inc-CL CGOOG | 8 funds | $1.2B |
| Advanced Micro DevicesAMD | 8 funds | $1.1B |
| JPMorgan Chase & CoJPM | 8 funds | $1.1B |
| Chevron CorpCVX | 8 funds | $1.1B |
| Intel CorpINTC | 8 funds | $1.0B |
| Abbott LaboratoriesABT | 8 funds | $920.3M |
| Seagate Technology HoldingsSTX | 8 funds | $885.8M |
| Mastercard Inc - AMA | 8 funds | $883.2M |
Ranked by how many of TAOX's tracked holders also hold each name. The last column is those co-holders' combined reported position in that name, not in TAOX.
| Date | Insider | Role | Action | Shares | Value |
|---|---|---|---|---|---|
| Dec 16, 2022 | Tuchman Alan J | Chief Executive Officer, Director | Sell (S) | 27K | $32K |
| Dec 16, 2022 | Bernstein Bruce | Director | Sell (S) | 23K | $26K |
| Dec 16, 2022 | Alkon Daniel L. | President and CSO, Director | Sell (S) | 20K | $23K |
| Dec 16, 2022 | Schechter Jonathan | Director | Sell (S) | 20K | $24K |
| Dec 16, 2022 | Silverman Joshua | Director | Sell (S) | 19K | $22K |
| Dec 16, 2022 | Weinstein Robert | Chief Financial Officer | Sell (S) | 27K | $32K |
| Dec 16, 2022 | Singer William S. | Director | Sell (S) | 27K | $32K |
| Jun 14, 2021 | Silverman Joshua | Director | Buy (P) | 10K | $83K |
| Jun 14, 2021 | Alkon Daniel L. | Chief Scientific Officer, Director | Buy (P) | 10K | $83K |
Where institutional funds (13F), corporate insiders (Form 4) and US House members (STOCK Act) are buying or selling the same name in the same window. Green is buying, red is selling.
Insiders and Congress: last 180 days. Funds: latest 13F, top 100 holders incl. passive
| Source | Buying | Selling | Net |
|---|---|---|---|
13F funds Top 100 holders by value, passive included; the hero counts active managers only | 8 | 6 | – |
Insiders Form 4 open-market | 0 | 0 | $0 |
US House STOCK Act trades | 0 | 0 | $0 |
Capital Rotation reports where institutional capital disclosed rotating, as of the latest public SEC 13F filings. It is data, not investment advice, a recommendation, or a prediction. Filings lag about 45 days and cover long US equity positions only. Past disclosed flows do not indicate future prices. Do your own research; consult a licensed advisor.
Connected entities for TAOX
This stock page is the public Follow view. For one current, evidence-backed answer, use capital_change_brief through REST or MCP. It compares tracked 13F changes with qualifying Form 4 activity and cites the SEC evidence.
curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/stocks/TAOX/capital-change-brief"
Use Arkolith's capital_change_brief for TAOX. Tell me what changed, whether insider activity corroborates it, and cite the SEC evidence.
13F holdings + Form 4 insider transactions + end-of-day price history + the live filing stream, joined for TAOX. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.