Stereotaxis, Inc. - STXS
Detailed investor-level table based on 13F positions.
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 | 25,172 | 5.73% | 7.31% | 1 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| VANGUARD GROUP INC | History | No change | 3,692,754 | 8,493 | 0.0% | 0.0% | 2 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| Lagoda Investment Management, L.P. | History | Reduced | 4,350,400 | 8,004 | 4.94% | 6.47% | 3 | -510,800 | -10.51% | Q1 2026 | May 15, 2026 |
| BlackRock, Inc. | History | Reduced | 3,956,243 | 7,279 | 0.0% | 0.0% | 4 | -68,340 | -1.7% | Q1 2026 | May 13, 2026 |
| VANGUARD CAPITAL MANAGEMENT LLC | History | New | 2,998,044 | 5,516 | 0.0% | — | 5 | +2,998,044 | New | Q1 2026 | May 15, 2026 |
| Arbiter Partners Capital Management LLC | History | No change | 2,883,856 | 5,306 | 3.04% | 3.23% | 6 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| GEODE CAPITAL MANAGEMENT, LLC | History | Added to | 1,675,408 | 3,083 | 0.0% | 0.0% | 7 | +110,226 | 7.04% | Q1 2026 | May 15, 2026 |
| ESSEX INVESTMENT MANAGEMENT CO LLC | History | Added to | 1,590,101 | 2,925 | 0.46% | 0.55% | 8 | +28,082 | 1.8% | Q1 2026 | May 11, 2026 |
| Archon Capital Management LLC | History | No change | 1,226,044 | 2,255 | 1.27% | 1.6% | 9 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Warberg Asset Management LLC | History | Reduced | 1,094,123 | 2,013 | 0.34% | 0.31% | 10 | -13,534 | -1.22% | Q1 2026 | May 07, 2026 |
| STATE STREET CORP | History | Added to | 957,768 | 1,762 | 0.0% | 0.0% | 11 | +65,882 | 7.39% | Q1 2026 | May 15, 2026 |
| AlphaCentric Advisors LLC | History | No change | 600,000 | 1,104 | 1.1% | 1.38% | 12 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| Bank Julius Baer & Co. Ltd, Zurich | History | New | 540,529 | 994 | 0.0% | — | 13 | +540,529 | New | Q1 2026 | May 05, 2026 |
| VANGUARD FIDUCIARY TRUST CO | History | New | 529,870 | 974 | 0.0% | — | 14 | +529,870 | New | Q1 2026 | May 08, 2026 |
| SEI INVESTMENTS CO | History | Added to | 518,884 | 954 | 0.0% | 0.0% | 15 | +270,443 | 108.86% | Q1 2026 | May 13, 2026 |
| Legato Capital Management LLC | History | Reduced | 497,523 | 915 | 0.08% | 0.1% | 16 | -6,983 | -1.38% | Q1 2026 | May 14, 2026 |
| NORTHERN TRUST CORP | History | Added to | 496,926 | 914 | 0.0% | 0.0% | 17 | +23,471 | 4.96% | Q1 2026 | May 14, 2026 |
| Sequoia Financial Advisors, LLC | History | New | 380,652 | 700 | 0.0% | — | 18 | +380,652 | New | Q1 2026 | Apr 30, 2026 |
| RENAISSANCE TECHNOLOGIES LLC | History | Reduced | 372,600 | 685 | 0.0% | 0.0% | 19 | -75,800 | -16.9% | Q1 2026 | May 14, 2026 |
| VANGUARD PORTFOLIO MANAGEMENT LLC | History | New | 368,629 | 678 | 0.0% | — | 20 | +368,629 | New | Q1 2026 | May 08, 2026 |
| GOLDMAN SACHS GROUP INC | History | Added to | 269,046 | 495 | 0.0% | 0.0% | 21 | +62,511 | 30.27% | Q1 2026 | May 15, 2026 |
| PRESCOTT GROUP CAPITAL MANAGEMENT, L.L.C. | History | Reduced | 237,495 | 436 | 0.04% | 0.19% | 22 | -663,757 | -73.65% | Q1 2026 | May 07, 2026 |
| UBS Group AG | History | Added to | 237,278 | 436 | 0.0% | 0.0% | 23 | +11,669 | 5.17% | Q1 2026 | May 05, 2026 |
| BRIDGEWAY CAPITAL MANAGEMENT, LLC | History | No change | 221,475 | 407 | 0.01% | 0.01% | 24 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | New | 221,020 | 406 | 0.0% | — | 25 | +221,020 | New | Q1 2026 | May 14, 2026 |
| Independent Advisor Alliance | History | Added to | 200,985 | 369 | 0.0% | 0.01% | 26 | +2,600 | 1.31% | Q1 2026 | May 12, 2026 |
| Bank of New York Mellon Corp | History | Reduced | 195,976 | 360 | 0.0% | 0.0% | 27 | -7,857 | -3.85% | Q1 2026 | May 05, 2026 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | History | Reduced | 172,747 | 317 | 0.0% | 0.0% | 28 | -17,640 | -9.27% | Q1 2026 | May 15, 2026 |
| ROYAL BANK OF CANADA | History | Added to | 161,183 | 297 | 0.0% | 0.0% | 29 | +2,334 | 1.47% | Q1 2026 | May 15, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Reduced | 135,772 | 249 | 0.0% | 0.0% | 30 | -29,909 | -18.05% | Q1 2026 | May 04, 2026 |
| RHUMBLINE ADVISERS | History | Reduced | 132,353 | 243 | 0.0% | 0.0% | 31 | -1,362 | -1.02% | Q1 2026 | May 12, 2026 |
| MORGAN STANLEY | History | Reduced | 130,803 | 240 | 0.0% | 0.0% | 32 | -61,045 | -31.82% | Q1 2026 | May 15, 2026 |
| GMT CAPITAL CORP | History | New | 126,581 | 232 | 0.01% | — | 33 | +126,581 | New | Q1 2026 | May 15, 2026 |
| PRICE T ROWE ASSOCIATES INC /MD/ | History | Added to | 116,921 | 216 | 0.0% | 0.0% | 34 | +21,700 | 22.79% | Q1 2026 | May 15, 2026 |
| Kovack Advisors, Inc. | History | Reduced | 108,904 | 201 | 0.01% | 0.01% | 35 | -30,814 | -22.05% | Q1 2026 | May 12, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Reduced | 108,184 | 199 | 0.0% | 0.0% | 36 | -23,571 | -17.89% | Q1 2026 | May 15, 2026 |
| Leonteq Securities AG | History | No change | 74,994 | 137 | 0.01% | 0.01% | 37 | 0 | 0.0% | Q1 2026 | Apr 27, 2026 |
| Nuveen, LLC | History | No change | 73,990 | 136 | 0.0% | 0.0% | 38 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| MILLENNIUM MANAGEMENT LLC | History | New | 68,616 | 126 | 0.0% | — | 40 | +68,616 | New | Q1 2026 | May 15, 2026 |
| WEALTH EFFECTS LLC | History | Reduced | 68,500 | 126 | 0.04% | 0.05% | 39 | -560 | -0.81% | Q1 2026 | Apr 21, 2026 |
| BARCLAYS PLC | History | Reduced | 67,826 | 124 | 0.0% | 0.0% | 41 | -82,420 | -54.86% | Q1 2026 | May 14, 2026 |
| HSBC HOLDINGS PLC | History | No change | 68,605 | 124 | 0.0% | 0.0% | 42 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | Added to | 65,271 | 120 | 0.0% | 0.0% | 43 | +30,781 | 89.25% | Q1 2026 | May 15, 2026 |
| TCFG Investment Advisors, LLC | History | New | 64,015 | 117 | 0.04% | — | 45 | +64,015 | New | Q1 2026 | May 05, 2026 |
| TCFG WEALTH MANAGEMENT, LLC | History | Reduced | 64,015 | 117 | 0.04% | 0.06% | 44 | -1,000 | -1.54% | Q1 2026 | Apr 23, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Reduced | 49,747 | 91 | 0.0% | 0.0% | 46 | -40,881 | -45.11% | Q1 2026 | May 15, 2026 |
| XTX Topco Ltd | History | New | 44,576 | 82 | 0.0% | — | 47 | +44,576 | New | Q1 2026 | May 15, 2026 |
| Wellington Shields & Co., LLC | History | Reduced | 40,079 | 73 | 0.02% | 0.02% | 48 | -2,448 | -5.76% | Q1 2026 | May 04, 2026 |
| Cherry Creek Investment Advisors, Inc. | History | Reduced | 36,216 | 66 | 0.03% | 0.06% | 49 | -21,351 | -37.09% | Q1 2026 | Apr 30, 2026 |
| Vanguard Global Advisers, LLC | History | New | 34,392 | 63 | 0.0% | — | 50 | +34,392 | New | Q1 2026 | May 08, 2026 |
| Z3 Capital Partners, LLC | History | No change | 34,000 | 62 | 0.02% | 0.02% | 51 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| Wealthspire Advisors, LLC | History | New | 31,500 | 57 | 0.0% | — | 52 | +31,500 | New | Q1 2026 | May 01, 2026 |
| JANE STREET GROUP, LLC | History | Reduced | 30,900 | 56 | 0.0% | 0.0% | 53 | -32,782 | -51.48% | Q1 2026 | May 12, 2026 |
| THOMPSON DAVIS & CO., INC. | History | Added to | 29,999 | 55 | 0.04% | 0.03% | 54 | +4,800 | 19.05% | Q1 2026 | Apr 16, 2026 |
| FMR LLC | History | Reduced | 28,960 | 53 | 0.0% | 0.0% | 55 | -12,187 | -29.62% | Q1 2026 | May 15, 2026 |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | History | Added to | 28,901 | 53 | 0.0% | 0.0% | 56 | +720 | 2.55% | Q1 2026 | May 15, 2026 |
| Qube Research & Technologies Ltd | History | Reduced | 28,015 | 51 | 0.0% | 0.0% | 57 | -24,161 | -46.31% | Q1 2026 | May 15, 2026 |
| JPMORGAN CHASE & CO | History | Added to | 27,291 | 48 | 0.0% | 0.0% | 58 | +1,031 | 3.93% | Q1 2026 | May 13, 2026 |
| Invesco Ltd. | History | Reduced | 26,418 | 48 | 0.0% | 0.0% | 59 | -6 | -0.02% | Q1 2026 | May 12, 2026 |
| Forum Financial Management, LP | History | No change | 26,518 | 48 | 0.0% | 0.0% | 60 | 0 | 0.0% | Q1 2026 | Apr 23, 2026 |
| Squarepoint Ops LLC | History | New | 23,908 | 43 | 0.0% | — | 62 | +23,908 | New | Q1 2026 | May 15, 2026 |
| CITADEL ADVISORS LLC | History | Reduced | 23,500 | 43 | 0.0% | 0.0% | 61 | -6,200 | -20.88% | Q1 2026 | May 15, 2026 |
| WELLS FARGO & COMPANY/MN | History | Reduced | 22,627 | 41 | 0.0% | 0.0% | 63 | -43,825 | -65.95% | Q1 2026 | May 11, 2026 |
| Summit Asset Management, LLC | History | No change | 22,500 | 41 | 0.01% | 0.01% | 64 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| Verition Fund Management LLC | History | No change | 22,000 | 40 | 0.0% | 0.0% | 65 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | History | Reduced | 19,267 | 35 | 0.0% | 0.0% | 67 | -1,326 | -6.44% | Q1 2026 | May 15, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Reduced | 19,033 | 35 | 0.0% | 0.0% | 66 | -10 | -0.05% | Q1 2026 | May 14, 2026 |
| Investors Research Corp | History | No change | 17,950 | 33 | 0.01% | 0.01% | 68 | 0 | 0.0% | Q1 2026 | Apr 03, 2026 |
| Police & Firemen's Retirement System of New Jersey | History | No change | 17,997 | 33 | 0.0% | 0.0% | 69 | 0 | 0.0% | Q1 2026 | Apr 29, 2026 |
| Polar Capital Holdings Plc | History | No change | 17,665 | 32 | 0.0% | 0.0% | 70 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | No change | 17,181 | 31 | 0.0% | 0.0% | 71 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| ALLIANCEBERNSTEIN L.P. | History | No change | 13,780 | 31 | 0.0% | 0.0% | 72 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| INTECH INVESTMENT MANAGEMENT LLC | History | Reduced | 16,768 | 30 | 0.0% | 0.0% | 73 | -9,024 | -34.99% | Q1 2026 | May 08, 2026 |
| BNP PARIBAS FINANCIAL MARKETS | History | Added to | 14,434 | 26 | 0.0% | 0.0% | 74 | +248 | 1.75% | Q1 2026 | May 12, 2026 |
| Tradewinds Capital Management, LLC | History | Added to | 13,600 | 25 | 0.0% | 0.0% | 75 | +5,600 | 70.0% | Q1 2026 | Apr 14, 2026 |
| WealthPLAN Partners, LLC | History | Added to | 13,665 | 25 | 0.0% | 0.0% | 76 | +1,000 | 7.9% | Q1 2026 | Apr 29, 2026 |
| CHOREO, LLC | History | Reduced | 13,480 | 24 | 0.0% | 0.0% | 77 | -31 | -0.23% | Q1 2026 | May 12, 2026 |
| Tower Research Capital LLC (TRC) | History | Added to | 12,158 | 22 | 0.0% | 0.0% | 78 | +7,650 | 169.7% | Q1 2026 | May 15, 2026 |
| LPL Financial LLC | History | Reduced | 10,900 | 20 | 0.0% | 0.0% | 79 | -76,459 | -87.52% | Q1 2026 | May 06, 2026 |
| Abel Hall, LLC | History | Reduced | 10,826 | 19 | 0.0% | 0.01% | 80 | -12,131 | -52.84% | Q1 2026 | Apr 28, 2026 |
| Benin Management CORP | History | New | 10,500 | 19 | 0.0% | — | 81 | +10,500 | New | Q1 2026 | Apr 10, 2026 |
| Roble, Belko & Company, Inc | History | No change | 10,000 | 18 | 0.0% | 0.0% | 82 | 0 | 0.0% | Q1 2026 | Apr 16, 2026 |
| Daytona Street Capital LLC | History | No change | 10,000 | 18 | 0.01% | 0.02% | 83 | 0 | 0.0% | Q1 2026 | Apr 10, 2026 |
| NEW YORK STATE COMMON RETIREMENT FUND | History | No change | 7,600 | 13 | 0.0% | 0.0% | 84 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| Russell Investments Group, Ltd. | History | Reduced | 5,865 | 10 | 0.0% | 0.0% | 85 | -162 | -2.69% | Q1 2026 | May 08, 2026 |
| CWM, LLC | History | Added to | 4,988 | 9 | 0.0% | 0.0% | 87 | +3,108 | 165.32% | Q1 2026 | May 14, 2026 |
| Ameritas Investment Partners, Inc. | History | No change | 5,370 | 9 | 0.0% | 0.0% | 86 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Legal & General Group Plc | History | Reduced | 4,733 | 8 | 0.0% | 0.0% | 88 | -875 | -15.6% | Q1 2026 | May 08, 2026 |
| Rockefeller Capital Management L.P. | History | Reduced | 4,450 | 8 | 0.0% | 0.0% | 89 | -300 | -6.32% | Q1 2026 | May 14, 2026 |
| Farther Finance Advisors, LLC | History | New | 3,851 | 7 | 0.0% | — | 90 | +3,851 | New | Q1 2026 | Apr 07, 2026 |
| CITIGROUP INC | History | Added to | 3,339 | 6 | 0.0% | 0.0% | 91 | +1,635 | 95.95% | Q1 2026 | May 11, 2026 |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | History | Reduced | 3,282 | 6 | 0.0% | 0.0% | 92 | -450 | -12.06% | Q1 2026 | May 15, 2026 |
| Smartleaf Asset Management LLC | History | Reduced | 3,480 | 6 | 0.0% | 0.0% | 93 | -31 | -0.88% | Q1 2026 | May 15, 2026 |
| GROUP ONE TRADING LLC | History | Reduced | 2,742 | 5 | 0.0% | 0.0% | 94 | -8,346 | -75.27% | Q1 2026 | May 13, 2026 |
| NISA INVESTMENT ADVISORS, LLC | History | Reduced | 2,794 | 5 | 0.0% | 0.0% | 95 | -8,229 | -74.65% | Q1 2026 | Apr 30, 2026 |
| Clayton Financial Group LLC | History | New | 2,700 | 4 | 0.0% | — | 97 | +2,700 | New | Q1 2026 | Apr 13, 2026 |
| Larson Financial Group LLC | History | No change | 2,622 | 4 | 0.0% | 0.0% | 96 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Hickory Point Bank & Trust | History | New | 1,500 | 2 | 0.0% | — | 99 | +1,500 | New | Q1 2026 | Apr 03, 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | History | New | 1,261 | 2 | 0.0% | — | 98 | +1,261 | New | Q1 2026 | May 13, 2026 |
| DEUTSCHE BANK AG\ | History | Reduced | 1,016 | 1 | 0.0% | 0.0% | 101 | -50,568 | -98.03% | Q1 2026 | May 06, 2026 |
| Avion Wealth | History | New | 1,000 | 1 | 0.0% | — | 102 | +1,000 | New | Q1 2026 | May 01, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | No change | 750 | 1 | 0.0% | 0.0% | 100 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| TWO SIGMA INVESTMENTS, LP | History | Closed out | 0 | 0 | — | 0.0% | — | -67,729 | -100.0% | Q1 2026 | May 15, 2026 |
| OCCUDO QUANTITATIVE STRATEGIES LP | History | Closed out | 0 | 0 | — | 0.01% | — | -40,202 | -100.0% | Q1 2026 | May 15, 2026 |
| MARSHALL WACE, LLP | History | Closed out | 0 | 0 | — | 0.0% | — | -37,898 | -100.0% | Q1 2026 | May 14, 2026 |
| Equitable Holdings, Inc. | History | Closed out | 0 | 0 | — | 0.0% | — | -20,000 | -100.0% | Q1 2026 | May 15, 2026 |
| HRT FINANCIAL LP | History | Closed out | 0 | 0 | — | 0.0% | — | -18,329 | -100.0% | Q1 2026 | May 14, 2026 |
| Schonfeld Strategic Advisors LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -17,801 | -100.0% | Q1 2026 | May 15, 2026 |
| SG Americas Securities, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -14,463 | -100.0% | Q1 2026 | Apr 16, 2026 |
| TWO SIGMA SECURITIES, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -12,360 | -100.0% | Q1 2026 | May 15, 2026 |
| ProShare Advisors LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -11,065 | -100.0% | Q1 2026 | Apr 24, 2026 |
| AMALGAMATED BANK | History | Closed out | 0 | 0 | — | 0.0% | — | -1,906 | -100.0% | Q1 2026 | May 08, 2026 |
| GAMMA Investing LLC | History | Reduced | 98 | 0 | — | 0.0% | — | -1,703 | -94.56% | Q1 2026 | Apr 06, 2026 |
| MAI Capital Management | History | Reduced | 68 | 0 | — | 0.0% | — | -1,182 | -94.56% | Q1 2026 | May 15, 2026 |
| Allworth Financial LP | History | Added to | 246 | 0 | — | — | — | +232 | 1657.14% | Q1 2026 | May 14, 2026 |
| OSAIC HOLDINGS, INC. | History | Reduced | 60 | 0 | — | — | — | -201 | -77.01% | Q1 2026 | May 15, 2026 |
| Sterling Capital Management LLC | History | Reduced | 501 | 0 | — | 0.0% | — | -139 | -21.72% | Q1 2026 | Apr 22, 2026 |
| Arax Advisory Partners | History | Closed out | 0 | 0 | — | — | — | -101 | -100.0% | Q1 2026 | May 13, 2026 |
| Essential Partners LLC | History | Added to | 81 | 0 | — | — | — | +72 | 800.0% | Q1 2026 | May 21, 2026 |
| ROTHSCHILD INVESTMENT LLC | History | New | 46 | 0 | — | — | — | +46 | New | Q1 2026 | May 07, 2026 |
| EverSource Wealth Advisors, LLC | History | Reduced | 310 | 0 | — | — | — | -12 | -3.73% | Q1 2026 | May 15, 2026 |
| True Wealth Design, LLC | History | Reduced | 52 | 0 | — | — | — | -4 | -7.14% | Q1 2026 | Apr 13, 2026 |
| SBI Securities Co., Ltd. | History | New | 3 | 0 | — | — | — | +3 | New | Q1 2026 | Apr 27, 2026 |
| IFP Advisors, Inc | History | Reduced | 5 | 0 | — | — | — | -2 | -28.57% | Q1 2026 | Apr 13, 2026 |
| SJS Investment Consulting Inc. | History | New | 2 | 0 | — | — | — | +2 | New | Q1 2026 | Apr 23, 2026 |
| Caitong International Asset Management Co., Ltd | History | New | 1 | 0 | — | — | — | +1 | New | Q1 2026 | May 11, 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% | Q1 2026 | May 15, 2026 |
| Clark Wealth Partners | History | No change | 100 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | May 11, 2026 |