Stereotaxis, Inc. - STXS
Detailed investor-level table based on 13F positions.
Early Q1 2026 data: only 3 institutional holders reported so far. The full shareholder list will grow as more funds file with the SEC.
Methodology:
Market value and % of portfolio use SEC reported VALUE ($000).
For PUT/CALL positions this reflects reported underlying exposure, not premium cash paid/received.
Details.
Rows: 0
| Investor | History | Status | Shares held | Market value ($000) | % of portfolio | Previous % | Rank | Change in shares | % change in shares | Source | Date reported |
|---|---|---|---|---|---|---|---|---|---|---|---|
| DAFNA Capital Management LLC | History | No change | 13,680,554 | 31,465 | 7.31% | 10.51% | 1 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Lagoda Investment Management, L.P. | History | Added to | 4,861,200 | 11,180 | 6.47% | 8.28% | 2 | +153,800 | 3.27% | Q4 2025 | Feb 17, 2026 |
| BlackRock, Inc. | History | Added to | 4,024,583 | 9,256 | 0.0% | 0.0% | 3 | +48,331 | 1.22% | Q4 2025 | Feb 12, 2026 |
| VANGUARD GROUP INC | History | Added to | 3,692,754 | 8,493 | 0.0% | 0.0% | 4 | +251,663 | 7.31% | Q4 2025 | Jan 29, 2026 |
| Arbiter Partners Capital Management LLC | History | Added to | 2,883,856 | 6,632 | 3.23% | 5.3% | 5 | +30,000 | 1.05% | Q4 2025 | Feb 12, 2026 |
| GEODE CAPITAL MANAGEMENT, LLC | History | Added to | 1,565,182 | 3,600 | 0.0% | 0.0% | 6 | +55,491 | 3.68% | Q4 2025 | Feb 09, 2026 |
| ESSEX INVESTMENT MANAGEMENT CO LLC | History | Reduced | 1,562,019 | 3,592 | 0.55% | 0.76% | 7 | -36,095 | -2.26% | Q4 2025 | Feb 13, 2026 |
| Archon Capital Management LLC | History | No change | 1,226,044 | 2,819 | 1.6% | 2.27% | 8 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Warberg Asset Management LLC | History | Added to | 1,107,657 | 2,547 | 0.31% | 0.52% | 9 | +57,790 | 5.5% | Q4 2025 | Feb 13, 2026 |
| PRESCOTT GROUP CAPITAL MANAGEMENT, L.L.C. | History | No change | 901,252 | 2,072 | 0.19% | 0.3% | 10 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| STATE STREET CORP | History | Added to | 891,886 | 2,051 | 0.0% | 0.0% | 11 | +91,453 | 11.43% | Q4 2025 | Feb 13, 2026 |
| AlphaCentric Advisors LLC | History | New | 600,000 | 1,380 | 1.38% | — | 12 | +600,000 | New | Q4 2025 | Feb 12, 2026 |
| Legato Capital Management LLC | History | Added to | 504,506 | 1,160 | 0.1% | 0.16% | 13 | +44,207 | 9.6% | Q4 2025 | Feb 06, 2026 |
| NORTHERN TRUST CORP | History | Reduced | 473,455 | 1,088 | 0.0% | 0.0% | 14 | -34,311 | -6.76% | Q4 2025 | Feb 17, 2026 |
| RENAISSANCE TECHNOLOGIES LLC | History | Added to | 448,400 | 1,031 | 0.0% | 0.0% | 15 | +68,000 | 17.88% | Q4 2025 | Feb 12, 2026 |
| SEI INVESTMENTS CO | History | New | 248,441 | 571 | 0.0% | — | 16 | +248,441 | New | Q4 2025 | Feb 13, 2026 |
| UBS Group AG | History | Added to | 225,609 | 518 | 0.0% | 0.0% | 17 | +141,721 | 168.94% | Q4 2025 | Jan 29, 2026 |
| BRIDGEWAY CAPITAL MANAGEMENT, LLC | History | Added to | 221,475 | 509 | 0.01% | 0.01% | 18 | +80,075 | 56.63% | Q4 2025 | Feb 17, 2026 |
| GOLDMAN SACHS GROUP INC | History | Added to | 206,535 | 475 | 0.0% | 0.0% | 19 | +13,411 | 6.94% | Q4 2025 | Mar 25, 2026 |
| Bank of New York Mellon Corp | History | Reduced | 203,833 | 468 | 0.0% | 0.0% | 20 | -4,392 | -2.11% | Q4 2025 | Feb 10, 2026 |
| Independent Advisor Alliance | History | Added to | 198,385 | 456 | 0.01% | 0.02% | 21 | +7,645 | 4.01% | Q4 2025 | Feb 04, 2026 |
| MORGAN STANLEY | History | Added to | 191,848 | 441 | 0.0% | 0.0% | 22 | +74,120 | 62.96% | Q4 2025 | Feb 13, 2026 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | History | No change | 190,387 | 437 | 0.0% | 0.0% | 23 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Added to | 165,681 | 381 | 0.0% | 0.0% | 24 | +33,007 | 24.88% | Q4 2025 | Feb 10, 2026 |
| ROYAL BANK OF CANADA | History | New | 158,849 | 366 | 0.0% | — | 25 | +158,849 | New | Q4 2025 | Feb 17, 2026 |
| BARCLAYS PLC | History | Added to | 150,246 | 345 | 0.0% | 0.0% | 26 | +7,062 | 4.93% | Q4 2025 | Feb 13, 2026 |
| Kovack Advisors, Inc. | History | Added to | 139,718 | 321 | 0.01% | 0.04% | 27 | +1,863 | 1.35% | Q4 2025 | Feb 17, 2026 |
| RHUMBLINE ADVISERS | History | Reduced | 133,715 | 307 | 0.0% | 0.0% | 28 | -7,109 | -5.05% | Q4 2025 | Feb 13, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Added to | 131,755 | 303 | 0.0% | 0.0% | 29 | +36,085 | 37.72% | Q4 2025 | Feb 17, 2026 |
| PRICE T ROWE ASSOCIATES INC /MD/ | History | Added to | 95,221 | 220 | 0.0% | 0.0% | 30 | +10,235 | 12.04% | Q4 2025 | Feb 17, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Added to | 90,628 | 208 | 0.0% | 0.0% | 31 | +27,514 | 43.59% | Q4 2025 | Feb 17, 2026 |
| LPL Financial LLC | History | Reduced | 87,359 | 200 | 0.0% | 0.0% | 32 | -15,470 | -15.04% | Q4 2025 | Feb 11, 2026 |
| Leonteq Securities AG | History | No change | 74,994 | 172 | 0.01% | 0.01% | 33 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| Nuveen, LLC | History | No change | 73,990 | 170 | 0.0% | 0.0% | 34 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| WEALTH EFFECTS LLC | History | Reduced | 69,060 | 158 | 0.05% | 0.07% | 35 | -6,000 | -7.99% | Q4 2025 | Jan 26, 2026 |
| HSBC HOLDINGS PLC | History | Reduced | 68,605 | 156 | 0.0% | 0.0% | 36 | -1 | -0.0% | Q4 2025 | Mar 20, 2026 |
| TWO SIGMA INVESTMENTS, LP | History | Reduced | 67,729 | 155 | 0.0% | 0.0% | 37 | -294,159 | -81.28% | Q4 2025 | Feb 17, 2026 |
| WELLS FARGO & COMPANY/MN | History | Added to | 66,452 | 152 | 0.0% | 0.0% | 38 | +28,121 | 73.36% | Q4 2025 | Feb 13, 2026 |
| TCFG WEALTH MANAGEMENT, LLC | History | Added to | 65,015 | 149 | 0.06% | 0.07% | 39 | +4,000 | 6.56% | Q4 2025 | Feb 13, 2026 |
| JANE STREET GROUP, LLC | History | Reduced | 63,682 | 146 | 0.0% | 0.0% | 40 | -113,875 | -64.13% | Q4 2025 | Feb 12, 2026 |
| Cherry Creek Investment Advisors, Inc. | History | Added to | 57,567 | 132 | 0.06% | 0.07% | 41 | +2,902 | 5.31% | Q4 2025 | Jan 15, 2026 |
| Qube Research & Technologies Ltd | History | Reduced | 52,176 | 120 | 0.0% | 0.0% | 42 | -42,569 | -44.93% | Q4 2025 | Feb 17, 2026 |
| DEUTSCHE BANK AG\ | History | Added to | 51,584 | 118 | 0.0% | 0.0% | 43 | +4,948 | 10.61% | Q4 2025 | Feb 11, 2026 |
| Wellington Shields & Co., LLC | History | Reduced | 42,527 | 97 | 0.02% | 0.03% | 44 | -466 | -1.08% | Q4 2025 | Feb 09, 2026 |
| FMR LLC | History | Added to | 41,147 | 94 | 0.0% | 0.0% | 45 | +19,194 | 87.43% | Q4 2025 | Feb 17, 2026 |
| OCCUDO QUANTITATIVE STRATEGIES LP | History | Reduced | 40,202 | 92 | 0.01% | 0.02% | 46 | -658 | -1.61% | Q4 2025 | Feb 17, 2026 |
| MARSHALL WACE, LLP | History | Reduced | 37,898 | 87 | 0.0% | 0.0% | 47 | -87,906 | -69.88% | Q4 2025 | Feb 13, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | Reduced | 34,490 | 79 | 0.0% | 0.0% | 48 | -1,972 | -5.41% | Q4 2025 | Feb 17, 2026 |
| CITADEL ADVISORS LLC | History | Reduced | 29,700 | 68 | 0.0% | 0.0% | 49 | -106,729 | -78.23% | Q4 2025 | Feb 17, 2026 |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | History | Added to | 28,181 | 64 | 0.0% | 0.0% | 50 | +511 | 1.85% | Q4 2025 | Feb 17, 2026 |
| Invesco Ltd. | History | Added to | 26,424 | 60 | 0.0% | 0.0% | 52 | +243 | 0.93% | Q4 2025 | Feb 19, 2026 |
| JPMORGAN CHASE & CO | History | Reduced | 26,260 | 60 | 0.0% | 0.0% | 51 | -189 | -0.71% | Q4 2025 | Feb 11, 2026 |
| Forum Financial Management, LP | History | No change | 26,518 | 60 | 0.0% | 0.0% | 53 | 0 | 0.0% | Q4 2025 | Jan 27, 2026 |
| INTECH INVESTMENT MANAGEMENT LLC | History | Reduced | 25,792 | 59 | 0.0% | 0.0% | 54 | -3,781 | -12.79% | Q4 2025 | Feb 10, 2026 |
| THOMPSON DAVIS & CO., INC. | History | New | 25,199 | 57 | 0.03% | — | 55 | +25,199 | New | Q4 2025 | Jan 12, 2026 |
| Abel Hall, LLC | History | New | 22,957 | 52 | 0.01% | — | 56 | +22,957 | New | Q4 2025 | Feb 17, 2026 |
| Summit Asset Management, LLC | History | Added to | 22,500 | 51 | 0.01% | 0.01% | 57 | +1,500 | 7.14% | Q4 2025 | Feb 09, 2026 |
| Verition Fund Management LLC | History | No change | 22,000 | 50 | 0.0% | 0.0% | 58 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | History | New | 20,593 | 47 | 0.0% | — | 59 | +20,593 | New | Q4 2025 | Feb 13, 2026 |
| Equitable Holdings, Inc. | History | New | 20,000 | 46 | 0.0% | — | 60 | +20,000 | New | Q4 2025 | Feb 17, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Added to | 19,043 | 43 | 0.0% | 0.0% | 61 | +10 | 0.05% | Q4 2025 | Feb 18, 2026 |
| HRT FINANCIAL LP | History | New | 18,329 | 42 | 0.0% | — | 62 | +18,329 | New | Q4 2025 | Feb 12, 2026 |
| Investors Research Corp | History | No change | 17,950 | 41 | 0.01% | 0.01% | 63 | 0 | 0.0% | Q4 2025 | Jan 06, 2026 |
| Police & Firemen's Retirement System of New Jersey | History | No change | 17,997 | 41 | 0.0% | 0.0% | 64 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Polar Capital Holdings Plc | History | New | 17,665 | 40 | 0.0% | — | 66 | +17,665 | New | Q4 2025 | Feb 17, 2026 |
| Schonfeld Strategic Advisors LLC | History | Added to | 17,801 | 40 | 0.0% | 0.0% | 65 | +5,692 | 47.01% | Q4 2025 | Feb 17, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | Reduced | 17,181 | 39 | 0.0% | 0.0% | 67 | -10,938 | -38.9% | Q4 2025 | Feb 06, 2026 |
| SG Americas Securities, LLC | History | New | 14,463 | 33 | 0.0% | — | 68 | +14,463 | New | Q4 2025 | Jan 09, 2026 |
| BNP PARIBAS FINANCIAL MARKETS | History | Added to | 14,186 | 32 | 0.0% | 0.0% | 69 | +2,725 | 23.78% | Q4 2025 | Feb 10, 2026 |
| ALLIANCEBERNSTEIN L.P. | History | No change | 13,780 | 31 | 0.0% | 0.0% | 70 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| CHOREO, LLC | History | Added to | 13,511 | 30 | 0.0% | 0.0% | 71 | +700 | 5.46% | Q4 2025 | Jan 23, 2026 |
| WealthPLAN Partners, LLC | History | New | 12,665 | 29 | 0.0% | — | 72 | +12,665 | New | Q4 2025 | Feb 12, 2026 |
| TWO SIGMA SECURITIES, LLC | History | Added to | 12,360 | 28 | 0.0% | 0.01% | 73 | +696 | 5.97% | Q4 2025 | Feb 17, 2026 |
| GROUP ONE TRADING LLC | History | Reduced | 11,088 | 25 | 0.0% | 0.0% | 74 | -7,008 | -38.73% | Q4 2025 | Feb 12, 2026 |
| NISA INVESTMENT ADVISORS, LLC | History | Added to | 11,023 | 25 | 0.0% | 0.0% | 75 | +2,794 | 33.95% | Q4 2025 | Jan 15, 2026 |
| ProShare Advisors LLC | History | Added to | 11,065 | 25 | 0.0% | 0.0% | 76 | +559 | 5.32% | Q4 2025 | Feb 06, 2026 |
| Daytona Street Capital LLC | History | New | 10,000 | 23 | 0.02% | — | 78 | +10,000 | New | Q4 2025 | Jan 21, 2026 |
| Roble, Belko & Company, Inc | History | No change | 10,000 | 23 | 0.0% | 0.0% | 77 | 0 | 0.0% | Q4 2025 | Jan 12, 2026 |
| Tradewinds Capital Management, LLC | History | Added to | 8,000 | 18 | 0.0% | 0.0% | 79 | +6,000 | 300.0% | Q4 2025 | Jan 14, 2026 |
| NEW YORK STATE COMMON RETIREMENT FUND | History | No change | 7,600 | 17 | 0.0% | 0.0% | 80 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Russell Investments Group, Ltd. | History | Added to | 6,027 | 13 | 0.0% | 0.0% | 81 | +162 | 2.76% | Q4 2025 | Feb 17, 2026 |
| Legal & General Group Plc | History | No change | 5,608 | 12 | 0.0% | 0.0% | 82 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| Ameritas Investment Partners, Inc. | History | No change | 5,370 | 12 | 0.0% | 0.0% | 83 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| Rockefeller Capital Management L.P. | History | Added to | 4,750 | 10 | 0.0% | 0.0% | 85 | +250 | 5.56% | Q4 2025 | Mar 16, 2026 |
| Tower Research Capital LLC (TRC) | History | Added to | 4,508 | 10 | 0.0% | 0.0% | 84 | +16 | 0.36% | Q4 2025 | Feb 17, 2026 |
| Smartleaf Asset Management LLC | History | Added to | 3,511 | 8 | 0.0% | 0.0% | 87 | +2,330 | 197.29% | Q4 2025 | Feb 13, 2026 |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | History | Reduced | 3,732 | 8 | 0.0% | 0.0% | 86 | -243 | -6.11% | Q4 2025 | Feb 17, 2026 |
| Larson Financial Group LLC | History | No change | 2,622 | 6 | 0.0% | 0.0% | 88 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| GAMMA Investing LLC | History | New | 1,801 | 4 | 0.0% | — | 91 | +1,801 | New | Q4 2025 | Jan 05, 2026 |
| CWM, LLC | History | Reduced | 1,880 | 4 | 0.0% | 0.0% | 90 | -256 | -11.99% | Q4 2025 | Jan 26, 2026 |
| AMALGAMATED BANK | History | Added to | 1,906 | 4 | 0.0% | 0.0% | 89 | +9 | 0.47% | Q4 2025 | Feb 05, 2026 |
| CITIGROUP INC | History | Reduced | 1,704 | 3 | 0.0% | 0.0% | 92 | -1,415 | -45.37% | Q4 2025 | Feb 13, 2026 |
| MAI Capital Management | History | New | 1,250 | 2 | 0.0% | — | 93 | +1,250 | New | Q4 2025 | Feb 13, 2026 |
| Sterling Capital Management LLC | History | Added to | 640 | 1 | 0.0% | 0.0% | 95 | +234 | 57.64% | Q4 2025 | Feb 13, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | No change | 750 | 1 | 0.0% | 0.0% | 94 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| TWO SIGMA ADVISERS, LP | History | Closed out | 0 | 0 | — | 0.0% | — | -171,600 | -100.0% | Q3 2025 | Nov 14, 2025 |
| GMT CAPITAL CORP | History | Closed out | 0 | 0 | — | 0.02% | — | -126,581 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Diametric Capital, LP | History | Closed out | 0 | 0 | — | 0.07% | — | -62,875 | -100.0% | Q3 2025 | Nov 13, 2025 |
| Man Group plc | History | Closed out | 0 | 0 | — | 0.0% | — | -45,692 | -100.0% | Q3 2025 | Nov 14, 2025 |
| XTX Topco Ltd | History | Closed out | 0 | 0 | — | 0.01% | — | -37,436 | -100.0% | Q3 2025 | Nov 14, 2025 |
| MetLife Investment Management, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -33,948 | -100.0% | Q3 2025 | Nov 13, 2025 |
| Virtu Financial LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -22,596 | -100.0% | Q3 2025 | Nov 14, 2025 |
| PRELUDE CAPITAL MANAGEMENT, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -17,394 | -100.0% | Q3 2025 | Nov 14, 2025 |
| BOOTHBAY FUND MANAGEMENT, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -17,390 | -100.0% | Q3 2025 | Nov 14, 2025 |
| MONETA GROUP INVESTMENT ADVISORS LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -13,862 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Arax Advisory Partners | History | Reduced | 101 | 0 | — | 0.0% | — | -607 | -85.73% | Q4 2025 | Feb 13, 2026 |
| SIMPLEX TRADING, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -400 | -100.0% | Q3 2025 | Nov 12, 2025 |
| SBI Securities Co., Ltd. | History | Closed out | 0 | 0 | — | — | — | -28 | -100.0% | Q3 2025 | Nov 05, 2025 |
| Allworth Financial LP | History | New | 14 | 0 | — | — | — | +14 | New | Q4 2025 | Feb 05, 2026 |
| IFP Advisors, Inc | History | Reduced | 7 | 0 | — | — | — | -4 | -36.36% | Q4 2025 | Feb 06, 2026 |
| OSAIC HOLDINGS, INC. | History | Added to | 261 | 0 | — | — | — | +1 | 0.38% | Q4 2025 | Feb 17, 2026 |
| CIBC Private Wealth Group LLC | History | No change | 300 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Sunbelt Securities, Inc. | History | No change | 43 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Feb 20, 2026 |
| EverSource Wealth Advisors, LLC | History | No change | 322 | 0 | — | 0.0% | — | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| True Wealth Design, LLC | History | No change | 56 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Jan 08, 2026 |
| Clark Wealth Partners | History | No change | 100 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Feb 04, 2026 |