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 | 23,530 | 4.49% | 4.49% | 1 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| BlackRock, Inc. | History | No change | 4,396,835 | 7,562 | 0.0% | 0.0% | 2 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Lagoda Investment Management, L.P. | History | No change | 4,122,600 | 7,090 | 3.9% | 3.9% | 3 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| VANGUARD CAPITAL MANAGEMENT LLC | History | No change | 3,044,820 | 5,237 | 0.0% | 0.0% | 4 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| GEODE CAPITAL MANAGEMENT, LLC | History | No change | 1,895,243 | 3,260 | 0.0% | 0.0% | 5 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| ESSEX INVESTMENT MANAGEMENT CO LLC | History | No change | 1,521,966 | 2,617 | 0.34% | 0.34% | 6 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Archon Capital Management LLC | History | No change | 1,226,044 | 2,108 | 0.86% | 0.86% | 7 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Warberg Asset Management LLC | History | No change | 1,108,889 | 1,907 | 0.35% | 0.35% | 8 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| STATE STREET CORP | History | No change | 916,780 | 1,576 | 0.0% | 0.0% | 9 | 0 | 0.0% | Q2 2026 | Sep 22, 2026 |
| AlphaCentric Advisors LLC | History | No change | 600,000 | 1,032 | 0.87% | 0.87% | 10 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| VANGUARD FIDUCIARY TRUST CO | History | No change | 589,110 | 1,013 | 0.0% | 0.0% | 11 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Bank Julius Baer & Co. Ltd, Zurich | History | No change | 540,530 | 929 | 0.0% | 0.0% | 12 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| NORTHERN TRUST CORP | History | No change | 529,695 | 911 | 0.0% | 0.0% | 13 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Legato Capital Management LLC | History | No change | 512,907 | 882 | 0.07% | 0.07% | 14 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| VANGUARD PORTFOLIO MANAGEMENT LLC | History | No change | 463,580 | 797 | 0.0% | 0.0% | 15 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Sequoia Financial Advisors, LLC | History | No change | 381,355 | 655 | 0.0% | 0.0% | 16 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| MORGAN STANLEY | History | No change | 332,107 | 571 | 0.0% | 0.0% | 17 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| UBS Group AG | History | No change | 251,333 | 432 | 0.0% | 0.0% | 18 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| PRESCOTT GROUP CAPITAL MANAGEMENT, L.L.C. | History | No change | 237,495 | 408 | 0.04% | 0.04% | 19 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| GOLDMAN SACHS GROUP INC | History | No change | 234,971 | 404 | 0.0% | 0.0% | 20 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| SEI INVESTMENTS CO | History | No change | 234,612 | 403 | 0.0% | 0.0% | 21 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Bank of New York Mellon Corp | History | No change | 211,641 | 364 | 0.0% | 0.0% | 22 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| CITADEL ADVISORS LLC | History | No change | 209,687 | 360 | 0.0% | 0.0% | 23 | 0 | 0.0% | Q2 2026 | Sep 02, 2026 |
| Independent Advisor Alliance | History | No change | 208,485 | 358 | 0.01% | 0.01% | 24 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | No change | 196,622 | 338 | 0.0% | 0.0% | 25 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| BRIDGEWAY CAPITAL MANAGEMENT, LLC | History | No change | 173,775 | 298 | 0.01% | 0.01% | 26 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| ROYAL BANK OF CANADA | History | No change | 165,363 | 284 | 0.0% | 0.0% | 27 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | History | No change | 144,166 | 247 | 0.0% | 0.0% | 28 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| PRICE T ROWE ASSOCIATES INC /MD/ | History | No change | 140,702 | 243 | 0.0% | 0.0% | 29 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| RHUMBLINE ADVISERS | History | No change | 130,042 | 223 | 0.0% | 0.0% | 30 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| GMT CAPITAL CORP | History | No change | 126,581 | 217 | 0.01% | 0.01% | 31 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| BANK OF AMERICA CORP /DE/ | History | No change | 117,318 | 201 | 0.0% | 0.0% | 32 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Kovack Advisors, Inc. | History | No change | 101,113 | 178 | 0.01% | 0.01% | 33 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | No change | 91,578 | 157 | 0.0% | 0.0% | 34 | 0 | 0.0% | Q2 2026 | Sep 23, 2026 |
| Leonteq Securities AG | History | No change | 74,994 | 128 | 0.0% | 0.0% | 35 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Nuveen, LLC | History | No change | 73,990 | 127 | 0.0% | 0.0% | 36 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| TCFG Investment Advisors, LLC | History | No change | 69,015 | 118 | 0.04% | 0.04% | 37 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| WEALTH EFFECTS LLC | History | No change | 68,500 | 117 | 0.03% | 0.03% | 38 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| HSBC HOLDINGS PLC | History | No change | 68,605 | 116 | 0.0% | 0.0% | 39 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| DEUTSCHE BANK AG\ | History | No change | 67,537 | 116 | 0.0% | 0.0% | 40 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| BARCLAYS PLC | History | No change | 66,940 | 115 | 0.0% | 0.0% | 41 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| WELLS FARGO & COMPANY/MN | History | No change | 62,191 | 106 | 0.0% | 0.0% | 42 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | No change | 50,559 | 86 | 0.0% | 0.0% | 43 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Cherry Creek Investment Advisors, Inc. | History | No change | 42,602 | 73 | 0.03% | 0.03% | 44 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Wellington Shields & Co., LLC | History | No change | 40,079 | 68 | 0.02% | 0.02% | 45 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Invesco Ltd. | History | No change | 38,570 | 66 | 0.0% | 0.0% | 46 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Verition Fund Management LLC | History | No change | 35,000 | 60 | 0.0% | 0.0% | 47 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Vanguard Global Advisers, LLC | History | No change | 34,392 | 59 | 0.0% | 0.0% | 48 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| CITIGROUP INC | History | No change | 31,998 | 55 | 0.0% | 0.0% | 49 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | History | No change | 31,393 | 53 | 0.0% | 0.0% | 50 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| JPMORGAN CHASE & CO | History | No change | 30,297 | 52 | 0.0% | 0.0% | 51 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| THOMPSON DAVIS & CO., INC. | History | No change | 27,999 | 48 | 0.03% | 0.03% | 52 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Forum Financial Management, LP | History | No change | 26,518 | 45 | 0.0% | 0.0% | 53 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Z3 Capital Partners, LLC | History | No change | 25,000 | 43 | 0.01% | 0.01% | 54 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| FMR LLC | History | No change | 24,800 | 42 | 0.0% | 0.0% | 55 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Wealthspire Advisors, LLC | History | No change | 24,000 | 41 | 0.0% | 0.0% | 56 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| ALLIANCEBERNSTEIN L.P. | History | No change | 21,780 | 40 | 0.0% | 0.0% | 57 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Summit Asset Management, LLC | History | No change | 22,500 | 38 | 0.0% | 0.0% | 58 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| INTECH INVESTMENT MANAGEMENT LLC | History | No change | 19,239 | 33 | 0.0% | 0.0% | 59 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | No change | 19,033 | 32 | 0.0% | 0.0% | 60 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Investors Research Corp | History | No change | 17,950 | 30 | 0.01% | 0.01% | 61 | 0 | 0.0% | Q2 2026 | Jul 10, 2026 |
| Police & Firemen's Retirement System of New Jersey | History | No change | 17,997 | 30 | 0.0% | 0.0% | 62 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | No change | 17,304 | 29 | 0.0% | 0.0% | 63 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Russell Investments Group, Ltd. | History | No change | 17,408 | 29 | 0.0% | 0.0% | 64 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| RENAISSANCE TECHNOLOGIES LLC | History | No change | 15,400 | 26 | 0.0% | 0.0% | 65 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Cerity Partners LLC | History | No change | 13,572 | 23 | 0.0% | 0.0% | 66 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| WealthPLAN Partners, LLC | History | No change | 13,665 | 23 | 0.0% | 0.0% | 67 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| R Squared Ltd | History | No change | 13,727 | 23 | 0.01% | 0.01% | 68 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| CHOREO, LLC | History | No change | 13,058 | 22 | 0.0% | 0.0% | 69 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| BNP PARIBAS FINANCIAL MARKETS | History | No change | 11,153 | 19 | 0.0% | 0.0% | 70 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Tower Research Capital LLC (TRC) | History | No change | 11,593 | 19 | 0.0% | 0.0% | 71 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Benin Management CORP | History | No change | 10,500 | 18 | 0.0% | 0.0% | 72 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| LPL Financial LLC | History | No change | 10,930 | 18 | 0.0% | 0.0% | 73 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Quadrature Capital Ltd | History | No change | 10,706 | 18 | 0.0% | 0.0% | 74 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Roble, Belko & Company, Inc | History | No change | 10,000 | 17 | 0.0% | 0.0% | 75 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Pasadena Private Wealth, LLC | History | No change | 10,000 | 17 | 0.0% | 0.0% | 76 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Legal & General Group Plc | History | No change | 7,819 | 13 | 0.0% | 0.0% | 77 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| NEW YORK STATE COMMON RETIREMENT FUND | History | No change | 7,600 | 13 | 0.0% | 0.0% | 78 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Ameritas Investment Partners, Inc. | History | No change | 5,370 | 9 | 0.0% | 0.0% | 79 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Rockefeller Capital Management L.P. | History | No change | 4,950 | 8 | 0.0% | 0.0% | 80 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Farther Finance Advisors, LLC | History | No change | 4,097 | 7 | 0.0% | 0.0% | 81 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| Smartleaf Asset Management LLC | History | No change | 3,480 | 6 | 0.0% | 0.0% | 82 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| GROUP ONE TRADING LLC | History | No change | 2,936 | 5 | 0.0% | 0.0% | 83 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| NISA INVESTMENT ADVISORS, LLC | History | No change | 2,794 | 4 | 0.0% | 0.0% | 84 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| SIMPLEX TRADING, LLC | History | No change | 2,880 | 4 | 0.0% | 0.0% | 85 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Larson Financial Group LLC | History | No change | 2,622 | 4 | 0.0% | 0.0% | 86 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | History | No change | 1,261 | 2 | 0.0% | 0.0% | 87 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Arax Advisory Partners | History | No change | 1,420 | 2 | 0.0% | 0.0% | 88 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| OSAIC HOLDINGS, INC. | History | No change | 1,260 | 2 | 0.0% | 0.0% | 89 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | History | No change | 871 | 1 | 0.0% | 0.0% | 90 | 0 | 0.0% | Q2 2026 | Aug 24, 2026 |
| Allworth Financial LP | History | No change | 590 | 1 | 0.0% | 0.0% | 91 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Avion Wealth | History | No change | 1,000 | 1 | 0.0% | 0.0% | 92 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Hickory Point Bank & Trust | History | No change | 1,500 | 1 | 0.0% | 0.0% | 93 | 0 | 0.0% | Q3 2026 | Oct 01, 2026 |
| MassMutual Private Wealth & Trust, FSB | History | Closed out | 0 | 0 | — | — | — | -467 | -100.0% | Q3 2026 | Oct 05, 2026 |
| ROTHSCHILD INVESTMENT LLC | History | No change | 103 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Clearstead Advisors, LLC | History | No change | 9 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Sterling Capital Management LLC | History | No change | 184 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| IFP Advisors, Inc | History | No change | 14 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| EverSource Wealth Advisors, LLC | History | No change | 275 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| SBI Securities Co., Ltd. | History | No change | 11 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| SJS Investment Consulting Inc. | History | No change | 28 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Fortitude Family Office, LLC | History | No change | 84 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Caitong International Asset Management Co., Ltd | History | No change | 4 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| JPL Wealth Management, LLC | History | No change | 8 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Rossby Financial, LCC | History | No change | 312 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Clark Wealth Partners | History | No change | 100 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Essential Partners LLC | History | No change | 200 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |