SEC 13F Intelligence

STXSSTEREOTAXIS INC

CUSIP 85916J409 · Yahoo Finance ↗ · Google Finance ↗

Stereotaxis Inc (STXS) has 113 institutional holders in Filings Flow’s 13F database, together reporting 42.50M shares worth $78M as of Q1 2026. The largest reported holders are Dafna Capital Management LLC, Vanguard Group Inc, and Lagoda Investment Management, L.P..

Institutional Holders
113
Q1 2026
Reported Value
$78M
Ticker
STXS
Quarters Tracked
28

Ownership Trend

Institutional holders
Q2 ’19: 2Q2 ’19Q3 ’19: 20Q4 ’19: 35Q1 ’20: 41Q2 ’20: 58Q2 ’20Q3 ’20: 54Q4 ’20: 58Q1 ’21: 63Q2 ’21: 81Q2 ’21Q3 ’21: 87Q4 ’21: 82Q1 ’22: 77Q2 ’22: 70Q2 ’22Q3 ’22: 57Q4 ’22: 62Q1 ’23: 58Q2 ’23: 53Q2 ’23Q3 ’23: 48Q4 ’23: 51Q1 ’24: 70Q2 ’24: 62Q2 ’24Q3 ’24: 73Q4 ’24: 75Q1 ’25: 78Q2 ’25: 84Q2 ’25Q3 ’25: 99Q4 ’25: 101Q1 ’26: 113filingsflow.com
Total reported value
Q2 ’19: $40MQ2 ’19Q3 ’19: $44MQ4 ’19: $151MQ1 ’20: $90MQ2 ’20: $154MQ2 ’20Q3 ’20: $120MQ4 ’20: $175MQ1 ’21: $241MQ2 ’21: $335MQ2 ’21Q3 ’21: $194MQ4 ’21: $215MQ1 ’22: $123MQ2 ’22: $60MQ2 ’22Q3 ’22: $58MQ4 ’22: $66MQ1 ’23: $62MQ2 ’23: $55MQ2 ’23Q3 ’23: $53MQ4 ’23: $58MQ1 ’24: $94MQ2 ’24: $65MQ2 ’24Q3 ’24: $66MQ4 ’24: $74MQ1 ’25: $61MQ2 ’25: $85MQ2 ’25Q3 ’25: $129MQ4 ’25: $97MQ1 ’26: $78Mfilingsflow.com

Holders

Mixed quarters
Manager% of PortfolioValueSharesQuarter
DAFNA Capital Management LLC$440M AUM5.73%$25M13.68MQ1 2026
Lagoda Investment Management, L.P.$162M AUM4.94%$8M4.35MQ1 2026
Arbiter Partners Capital Management LLC$175M AUM3.04%$5M2.88MQ1 2026
Archon Capital Management LLC$177M AUM1.27%$2M1.23MQ1 2026
AlphaCentric Advisors LLC$100M AUM1.10%$1M600.0KQ1 2026
ESSEX INVESTMENT MANAGEMENT CO LLC$632M AUM0.46%$3M1.59MQ1 2026
Warberg Asset Management LLC$600M AUM0.34%$2M1.09MQ1 2026
State of Wyoming$844M AUM0.10%$832,242392.6KQ2 2025OLDER
Diametric Capital, LP$385M AUM0.07%$195,54162.9KQ3 2025OLDER
WEALTH EFFECTS LLC$282M AUM0.04%$126,04068.5KQ1 2026
TCFG Investment Advisors, LLC$297M AUM0.04%$117,78864.0KQ1 2026
TCFG WEALTH MANAGEMENT, LLC$267M AUM0.04%$117,78864.0KQ1 2026
PRESCOTT GROUP CAPITAL MANAGEMENT, L.L.C.$1.0B AUM0.04%$436,991237.5KQ1 2026
THOMPSON DAVIS & CO., INC.$150M AUM0.04%$55,19830.0KQ1 2026
Cherry Creek Investment Advisors, Inc.$230M AUM0.03%$66,63736.2KQ1 2026
Wellington Shields & Co., LLC$392M AUM0.02%$73,74540.1KQ1 2026
Z3 Capital Partners, LLC$395M AUM0.02%$62,56034.0KQ1 2026
Daytona Street Capital LLC$130M AUM0.01%$18,85010.0KQ1 2026
Kovack Advisors, Inc.$1.9B AUM0.01%$201,472108.9KQ1 2026
GMT CAPITAL CORP$2.2B AUM0.01%$232,909126.6KQ1 2026
BRIDGEWAY CAPITAL MANAGEMENT, LLC$5.0B AUM0.01%$407,514221.5KQ1 2026
Investors Research Corp$523M AUM0.01%$33,02817.9KQ1 2026
OCCUDO QUANTITATIVE STRATEGIES LP$1.8B AUM0.01%$92,46540.2KQ4 2025OLDER
Summit Asset Management, LLC$719M AUM0.01%$41,40022.5KQ1 2026
Leonteq Securities AG$2.7B AUM0.01%$137,98975.0KQ1 2026
Tradewinds Capital Management, LLC$504M AUM0.00%$25,02413.6KQ1 2026
WealthPLAN Partners, LLC$518M AUM0.00%$25,14413.7KQ1 2026
Benin Management CORP$445M AUM0.00%$19,32010.5KQ1 2026
Abel Hall, LLC$469M AUM0.00%$19,92010.8KQ1 2026
PRELUDE CAPITAL MANAGEMENT, LLC$1.3B AUM0.00%$54,09517.4KQ3 2025OLDER
Independent Advisor Alliance$9.3B AUM0.00%$369,813201.0KQ1 2026
Sequoia Financial Advisors, LLC$17.9B AUM0.00%$700,400380.7KQ1 2026
Virtu Financial LLC$2.4B AUM0.00%$70,00022.6KQ3 2025OLDER
TWO SIGMA SECURITIES, LLC$861M AUM0.00%$28,42812.4KQ4 2025OLDER
Bank Julius Baer & Co. Ltd, Zurich$33.2B AUM0.00%$994,573540.5KQ1 2026
Clayton Financial Group LLC$195M AUM0.00%$4,9682.7KQ1 2026
Roble, Belko & Company, Inc$787M AUM0.00%$18,00010.0KQ1 2026
Hickory Point Bank & Trust$152M AUM0.00%$2,7601.5KQ1 2026
XTX Topco Ltd$5.8B AUM0.00%$82,02044.6KQ1 2026
RENAISSANCE TECHNOLOGIES LLC$63.9B AUM0.00%$685,584372.6KQ1 2026
SEI INVESTMENTS CO$108.4B AUM0.00%$954,747518.9KQ1 2026
BOOTHBAY FUND MANAGEMENT, LLC$7.7B AUM0.00%$54,08317.4KQ3 2025OLDER
CAPTRUST FINANCIAL ADVISORS$57.3B AUM0.00%$406,675221.0KQ1 2026
Forum Financial Management, LP$7.1B AUM0.00%$48,79426.5KQ1 2026
Tower Research Capital LLC (TRC)$3.8B AUM0.00%$22,37112.2KQ1 2026
MetLife Investment Management, LLC$19.6B AUM0.00%$105,57833.9KQ3 2025OLDER
Compass Planning Associates Inc$156M AUM0.00%$517244Q2 2025OLDER
Wealthspire Advisors, LLC$12.7B AUM0.00%$57,96031.5KQ1 2026
MONETA GROUP INVESTMENT ADVISORS LLC$13.3B AUM0.00%$43,11113.9KQ3 2025OLDER
Equitable Holdings, Inc.$15.5B AUM0.00%$46,00020.0KQ4 2025OLDER
CHOREO, LLC$8.1B AUM0.00%$24,80313.5KQ1 2026
Ameritas Investment Partners, Inc.$3.3B AUM0.00%$9,8815.4KQ1 2026
INTECH INVESTMENT MANAGEMENT LLC$10.2B AUM0.00%$30,85316.8KQ1 2026
Police & Firemen's Retirement System of New Jersey$11.7B AUM0.00%$33,11418.0KQ1 2026
Verition Fund Management LLC$15.4B AUM0.00%$40,48022.0KQ1 2026
Man Group plc$55.1B AUM0.00%$142,10245.7KQ3 2025OLDER
VANGUARD FIDUCIARY TRUST CO$396.1B AUM0.00%$974,961529.9KQ1 2026
Smartleaf Asset Management LLC$2.8B AUM0.00%$6,1943.5KQ1 2026
TWO SIGMA INVESTMENTS, LP$123.9B AUM0.00%$155,77767.7KQ4 2025OLDER
RHUMBLINE ADVISERS$116.9B AUM0.00%$243,522132.4KQ1 2026
Avion Wealth$484M AUM0.00%$1,0001.0KQ1 2026
GEODE CAPITAL MANAGEMENT, LLC$1.61T AUM0.00%$3M1.68MQ1 2026
Schonfeld Strategic Advisors LLC$14.2B AUM0.00%$40,94017.8KQ4 2025OLDER
Larson Financial Group LLC$3.1B AUM0.00%$4,8242.6KQ1 2026
VANGUARD CAPITAL MANAGEMENT LLC$4.04T AUM0.00%$6M3.00MQ1 2026
HRT FINANCIAL LP$40.1B AUM0.00%$42,00018.3KQ4 2025OLDER
BlackRock, Inc.$5.72T AUM0.00%$7M3.96MQ1 2026
Clark Wealth Partners$149M AUM0.00%$184100Q1 2026
VANGUARD GROUP INC$6.90T AUM0.00%$8M3.69MQ4 2025OLDER
NORTHERN TRUST CORP$756.6B AUM0.00%$914,344496.9KQ1 2026
Polar Capital Holdings Plc$28.2B AUM0.00%$32,50417.7KQ1 2026
MARSHALL WACE, LLP$100.4B AUM0.00%$87,16537.9KQ4 2025OLDER
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.$73.7B AUM0.00%$53,17828.9KQ1 2026
Farther Finance Advisors, LLC$10.6B AUM0.00%$7,1243.9KQ1 2026
ENVESTNET ASSET MANAGEMENT INC$373.6B AUM0.00%$249,820135.8KQ1 2026
Bank of New York Mellon Corp$543.9B AUM0.00%$360,596196.0KQ1 2026
UBS Group AG$666.3B AUM0.00%$436,592237.3KQ1 2026
HSBC HOLDINGS PLC$191.6B AUM0.00%$124,86168.6KQ1 2026
STATE STREET CORP$2.90T AUM0.00%$2M957.8KQ1 2026
Qube Research & Technologies Ltd$89.9B AUM0.00%$51,54828.0KQ1 2026
GOLDMAN SACHS GROUP INC$870.9B AUM0.00%$495,044269.0KQ1 2026
AQR CAPITAL MANAGEMENT LLC$218.4B AUM0.00%$120,09965.3KQ1 2026
MILLENNIUM MANAGEMENT LLC$240.3B AUM0.00%$126,25368.6KQ1 2026
ROYAL BANK OF CANADA$570.1B AUM0.00%$297,000161.2KQ1 2026
Squarepoint Ops LLC$85.1B AUM0.00%$43,99123.9KQ1 2026
CHARLES SCHWAB INVESTMENT MANAGEMENT INC$654.5B AUM0.00%$317,854172.7KQ1 2026
ProShare Advisors LLC$67.5B AUM0.00%$25,45011.1KQ4 2025OLDER
SG Americas Securities, LLC$92.9B AUM0.00%$33,00014.5KQ4 2025OLDER
Nuveen, LLC$369.3B AUM0.00%$136,14274.0KQ1 2026
VANGUARD PORTFOLIO MANAGEMENT LLC$1.91T AUM0.00%$678,277368.6KQ1 2026
Vanguard Global Advisers, LLC$186.5B AUM0.00%$63,28134.4KQ1 2026
MANUFACTURERS LIFE INSURANCE COMPANY, THE$116.3B AUM0.00%$35,45119.3KQ1 2026
BARCLAYS PLC$416.3B AUM0.00%$124,80067.8KQ1 2026
AMALGAMATED BANK$13.1B AUM0.00%$4,0001.9KQ4 2025OLDER
True Wealth Design, LLC$360M AUM0.00%$9652Q1 2026
MORGAN STANLEY$1.67T AUM0.00%$441,253191.8KQ1 2026
PRICE T ROWE ASSOCIATES INC /MD/$864.9B AUM0.00%$216,000116.9KQ1 2026
WOLVERINE TRADING, LLC$138.7B AUM0.00%$34,27211.2KQ3 2025OLDER
CWM, LLC$38.1B AUM0.00%$9,1785.0KQ1 2026
SUSQUEHANNA INTERNATIONAL GROUP, LLP$893.3B AUM0.00%$199,059108.2KQ1 2026
NEW YORK STATE COMMON RETIREMENT FUND$71.6B AUM0.00%$13,9847.6KQ1 2026
NISA INVESTMENT ADVISORS, LLC$27.0B AUM0.00%$5,1412.8KQ1 2026
PNC FINANCIAL SERVICES GROUP, INC.$173.2B AUM0.00%$31,61317.2KQ1 2026
Sterling Capital Management LLC$5.3B AUM0.00%$922501Q1 2026
EverSource Wealth Advisors, LLC$3.3B AUM0.00%$571310Q1 2026
Rockefeller Capital Management L.P.$56.4B AUM0.00%$8,1884.5KQ1 2026
BNP PARIBAS FINANCIAL MARKETS$205.8B AUM0.00%$26,55914.4KQ1 2026
Russell Investments Group, Ltd.$93.1B AUM0.00%$10,7915.9KQ1 2026
RAYMOND JAMES FINANCIAL INC$324.4B AUM0.00%$35,02119.0KQ1 2026
ALLIANCEBERNSTEIN L.P.$308.8B AUM0.00%$31,69413.8KQ1 2026
GROUP ONE TRADING LLC$52.2B AUM0.00%$5,0452.7KQ1 2026
GAMMA Investing LLC$2.7B AUM0.00%$18098Q1 2026
WELLS FARGO & COMPANY/MN$530.3B AUM0.00%$41,63322.6KQ1 2026
Essential Partners LLC$250M AUM0.00%$199Q1 2026
Invesco Ltd.$653.3B AUM0.00%$48,60926.4KQ1 2026
JANE STREET GROUP, LLC$777.2B AUM0.00%$56,85630.9KQ1 2026
CITADEL ADVISORS LLC$618.5B AUM0.00%$43,24023.5KQ1 2026
Arax Advisory Partners$3.5B AUM0.00%$232101Q4 2025OLDER
BANK OF AMERICA CORP /DE/$1.37T AUM0.00%$91,53449.7KQ1 2026
CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM$94.5B AUM0.00%$6,0393.3KQ1 2026
LPL Financial LLC$376.6B AUM0.00%$20,05610.9KQ1 2026
Sunbelt Securities, Inc.$1.6B AUM0.00%$7943Q1 2026
ROTHSCHILD INVESTMENT LLC$1.9B AUM0.00%$8546Q1 2026
JPMORGAN CHASE & CO$1.56T AUM0.00%$48,57827.3KQ1 2026
FMR LLC$1.90T AUM0.00%$53,28629.0KQ1 2026
CITIGROUP INC$234.5B AUM0.00%$6,1433.3KQ1 2026
Legal & General Group Plc$432.4B AUM0.00%$8,7094.7KQ1 2026
Allworth Financial LP$24.7B AUM0.00%$453246Q1 2026
CIBC Private Wealth Group LLC$59.2B AUM0.00%$690300Q4 2025OLDER
MAI Capital Management$17.7B AUM0.00%$12668Q1 2026
JONES FINANCIAL COMPANIES LLLP$208.1B AUM0.00%$1,365750Q1 2026
DEUTSCHE BANK AG\$302.7B AUM0.00%$1,8691.0KQ1 2026
SJS Investment Consulting Inc.$819M AUM0.00%$42Q1 2026
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC$481.0B AUM0.00%$2,3201.3KQ1 2026
Caitong International Asset Management Co., Ltd$541M AUM0.00%$21Q1 2026
IFP Advisors, Inc$4.8B AUM0.00%$95Q1 2026
SBI Securities Co., Ltd.$3.6B AUM0.00%$63Q1 2026
OSAIC HOLDINGS, INC.$68.3B AUM0.00%$11060Q1 2026

Holdings are reported up to 45 days after quarter end. Share counts are as filed and not adjusted for stock splits.