STXS · Stereotaxis, Inc.

$1.45 +0.04 (+2.84%) At close · Aug 26

Market Cap

$145.29M

100.20M

Institutional ownership from SEC Form 13F filings. Investment managers with more than $100 million in U.S. equities must disclose their positions every quarter, within 45 days of quarter-end, so the holdings shown can lag the market by up to a quarter.

Quarter:

Holders: 107

Total Value: $73,230,428

Total Shares: 42,575,870

Institutional Ownership Trend

26 quarters

Holder Concentration

Across 107 13F filers · Δ vs Mar 31, 2026

Top Holder

32.1%

+0.4 pts

Top 5

66.1%

+1.3 pts

Top 10

81.7%

+1.8 pts

HHI

1,395

Broadly held+42

Quarterly Activity

vs Mar 31, 2026

New

Increased

Decreased

Sold Out

Unchanged

Holder count: -10

Institutional value: -7.5%

Shares held: -1.1%

Top Buyers

vs Mar 31, 2026

Institution	Added	Now Holds
Mega BlackRock, Inc.	+440,592	4,396,835
Mega GEODE CAPITAL MANAGEMENT, LLC	+219,835	1,895,243
Mega MORGAN STANLEY	+201,304	332,107
Mega CITADEL ADVISORS LLC	+186,187	209,687
Mega AQR CAPITAL MANAGEMENT LLC	+131,351	196,622

Top Sellers

vs Mar 31, 2026

Institution	Sold	Now Holds
Large RENAISSANCE TECHNOLOGIES LLC	−357,200	15,400
Large SEI INVESTMENTS CO	−284,272	234,612
Small Lagoda Investment Management, L.P.	−227,800	4,122,600
Small ESSEX INVESTMENT MANAGEMENT CO LLC	−68,135	1,521,966
Mega SUSQUEHANNA INTERNATIONAL GROUP, LLP	−57,625	50,559

Top New Positions

vs Mar 31, 2026

Institution	Acquired	Value (USD)
Small R Squared Ltd	13,727	$23,610
Large Cerity Partners LLC	13,572	$23,343
Large Quadrature Capital Ltd	10,706	$18,414
Small Pasadena Private Wealth, LLC	10,000	$17,200
Mid SIMPLEX TRADING, LLC	2,880	$4,953

Top Sold-Out Positions

vs Mar 31, 2026

Institution	Previously Held	Last Value (USD)
Small Legato Capital Management LLC	497,523	$915,442
Large CAPTRUST FINANCIAL ADVISORS	221,020	$406,676
Mega MILLENNIUM MANAGEMENT LLC	68,616	$126,253
Small TCFG WEALTH MANAGEMENT, LLC	64,015	$117,787
Mid XTX Topco Ltd	44,576	$82,019

Filter: New 12 Increased 44 Reduced 22 Sold out 22 Unchanged 29

Showing 100 of 108

All Common Calls Puts

Compact Export CSV

Holder

Value (USD)

% of 13F

DAFNA Capital Management LLC

$23,530,552

32.13%

13,680,554

BlackRock, Inc.

$7,562,553

10.33%

4,396,835

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
BLACKROCK FINANCIAL MANAGEMENT INC/DE	19,861	$34,160	0.5%	Sole
BlackRock Investment Management, LLC	171,632	$295,207	3.9%	Sole
BLACKROCK ADVISORS LLC	107,179	$184,347	2.4%	Sole
BlackRock Fund Advisors	2,510,652	$4,318,321	57.1%	Sole
BlackRock Institutional Trust Company, N.A.	1,587,511	$2,730,518	36.1%	Sole

Lagoda Investment Management, L.P.

$7,090,872

9.68%

4,122,600

VANGUARD CAPITAL MANAGEMENT LLC

$5,237,090

7.15%

3,044,820

Arbiter Partners Capital Management LLC

$4,960,232

6.77%

2,883,856

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Broken Clock Management LLC joint	2,883,856	$4,960,232	100.0%	Defined

GEODE CAPITAL MANAGEMENT, LLC

$3,259,817

4.45%

1,895,243

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
GEODE CAPITAL MANAGEMENT TRUST COMPANY, LLC	282,859	$486,517	14.9%	Defined
Held directly	1,612,384	$2,773,300	85.1%	Defined

ESSEX INVESTMENT MANAGEMENT CO LLC

$2,617,781

3.57%

1,521,966

Archon Capital Management LLC

$2,108,795

2.88%

1,226,044

Warberg Asset Management LLC

$1,907,289

2.60%

1,108,889

STATE STREET CORP

$1,576,861

2.15%

916,780

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
STATE STREET GLOBAL ADVISORS EUROPE LIMITED joint	916,780	$1,576,861	100.0%	Defined

AlphaCentric Advisors LLC

$1,032,000

1.41%

600,000

VANGUARD FIDUCIARY TRUST CO

$1,013,269

1.38%

589,110

Bank Julius Baer & Co. Ltd, Zurich

$929,711

1.27%

540,530

NORTHERN TRUST CORP

$911,074

1.24%

529,695

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
NORTHERN TRUST CO joint	520,831	$895,828	98.3%	Defined
DWS INVESTMENT MANAGEMENT AMERICAS, INC joint	8,864	$15,246	1.7%	Other

VANGUARD PORTFOLIO MANAGEMENT LLC

$797,357

1.09%

463,580

Sequoia Financial Advisors, LLC

$655,930

0.90%

381,355

MORGAN STANLEY

$571,220

0.78%

332,107

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
MORGAN STANLEY & CO INTERNATIONAL PLC	272	$467	0.1%	Defined
MORGAN STANLEY & CO. LLC	18,386	$31,623	5.5%	Defined
MORGAN STANLEY CAPITAL SERVICES, LLC	42,172	$72,535	12.7%	Defined
MORGAN STANLEY SMITH BARNEY LLC	29,863	$51,363	9.0%	Defined
PARAMETRIC PORTFOLIO ASSOCIATES LLC	241,414	$415,232	72.7%	Defined

UBS Group AG

$432,291

0.59%

251,333

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
UBS Financial Services Inc	9,065	$15,591	3.6%	Defined
UBS AG	230,416	$396,315	91.7%	Defined
UBS Securities LLC	11,852	$20,385	4.7%	Defined

Prescott Group Capital Management, L.L.C.

$408,491

0.56%

237,495

GOLDMAN SACHS GROUP INC

$404,149

0.55%

234,971

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
GOLDMAN SACHS & CO. LLC	88,030	$151,411	37.5%	Defined
GOLDMAN SACHS ASSET MANAGEMENT, L.P.	146,941	$252,738	62.5%	Defined

SEI INVESTMENTS CO

$403,532

0.55%

234,612

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
SEI TRUST CO	234,612	$403,532	100.0%	Sole

Bank of New York Mellon Corp

$364,021

0.50%

211,641

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Mellon Investments Corporation	36,278	$62,398	17.1%	Defined
The Bank of New York Mellon	175,361	$301,620	82.9%	Defined
Held directly	2	$3	0.0%	Defined

Independent Advisor Alliance

$358,594

0.49%

208,485

AQR CAPITAL MANAGEMENT LLC

$338,187

0.46%

196,622

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
RF&L WEALTH MANAGEMENT, LLC	59	$101	0.0%	Other
Compound Planning, Inc.	32	$55	0.0%	Other
Arax Advisory Partners	1,318	$2,266	0.7%	Other
HALBERT HARGROVE GLOBAL ADVISORS, LLC	889	$1,529	0.5%	Other
Stokes Family Office, LLC	51	$87	0.0%	Other
Held directly	194,273	$334,149	98.8%	Defined

CITADEL ADVISORS LLC

$314,908

0.43%

183,087

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Citadel Securities GP LLC	108,861	$187,240	59.5%	Defined
Held directly	74,226	$127,668	40.5%	Defined

BRIDGEWAY CAPITAL MANAGEMENT, LLC

$298,893

0.41%

173,775

ROYAL BANK OF CANADA

$284,423

0.39%

165,363

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
RBC CMA LTD.	1,915	$3,293	1.2%	Defined
RBC Capital Markets, LLC	8,009	$13,775	4.8%	Defined
RBC Private Counsel (USA) Inc.	155,439	$267,355	94.0%	Defined

CHARLES SCHWAB INVESTMENT MANAGEMENT INC

$247,965

0.34%

144,166

PRICE T ROWE ASSOCIATES INC /MD/

$242,007

0.33%

140,702

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
T. Rowe Price International Ltd	140,702	$242,007	100.0%	Defined

RHUMBLINE ADVISERS

$223,672

0.31%

130,042

GMT Capital Corp

$217,719

0.30%

126,581

BANK OF AMERICA CORP /DE/

$201,786

0.28%

117,318

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
BANK OF AMERICA NA	117,318	$201,786	100.0%	Defined

Kovack Advisors, Inc.

$173,914

0.24%

101,113

ENVESTNET ASSET MANAGEMENT INC

$157,514

0.22%

91,578

Leonteq Securities AG

$128,989

0.18%

74,994

Nuveen, LLC

$127,262

0.17%

73,990

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
TEACHERS ADVISORS, LLC joint	73,990	$127,262	100.0%	Defined

TCFG Investment Advisors, LLC

$118,705

0.16%

69,015

HSBC HOLDINGS PLC

$118,000

0.16%

68,605

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
HSBC BANK PLC	68,605	$118,000	100.0%	Defined

WEALTH EFFECTS LLC

$117,820

0.16%

68,500

DEUTSCHE BANK AG\

$116,163

0.16%

67,537

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
DWS INVESTMENT MANAGEMENT AMERICAS, INC	1,016	$1,747	1.5%	Defined
DWS Investments UK Ltd	66,521	$114,416	98.5%	Defined

BARCLAYS PLC

$115,136

0.16%

66,940

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
BARCLAYS BANK PLC	65,138	$112,037	97.3%	Defined
BARCLAYS CAPITAL INC.	1,802	$3,099	2.7%	Defined

WELLS FARGO & COMPANY/MN

$106,967

0.15%

62,191

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
WELLS FARGO BANK N A	62,190	$106,966	100.0%	Defined
WELLS FARGO CLEARING SERVICES, LLC	1	$1	0.0%	Defined

SUSQUEHANNA INTERNATIONAL GROUP, LLP

$86,960

0.12%

50,559

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
SUSQUEHANNA SECURITIES, LLC	25,058	$43,099	49.6%	Other
G1 EXECUTION SERVICES, LLC	25,501	$43,861	50.4%	Other

Cherry Creek Investment Advisors, Inc.

$73,275

0.10%

42,602

Wellington Shields & Co., LLC

$68,935

0.09%

40,079

Invesco Ltd.

$66,339

0.09%

38,570

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Invesco Advisers, Inc. joint	11,643	$20,025	30.2%	Defined
Invesco Trust Co joint	26,927	$46,314	69.8%	Defined

Verition Fund Management LLC

$60,200

0.08%

35,000

Vanguard Global Advisers, LLC

$59,154

0.08%

34,392

CITIGROUP INC

$55,036

0.08%

31,998

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Citigroup Financial Products Inc. joint	31,998	$55,036	100.0%	Defined

MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.

$53,995

0.07%

31,393

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Global X Management CO LLC joint	31,393	$53,995	100.0%	Defined

JPMORGAN CHASE & CO

$52,110

0.07%

30,297

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
JPMorgan Chase Bank, N.A.	28,263	$48,612	93.3%	Defined
J.P. Morgan Securities plc	2,034	$3,498	6.7%	Defined

THOMPSON DAVIS & CO., INC.

$48,158

0.07%

27,999

CITADEL ADVISORS LLC

$45,752

0.06%

26,600

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Citadel Securities GP LLC	26,600	$45,752	100.0%	Defined

Forum Financial Management, LP

$45,610

0.06%

26,518

Z3 Capital Partners, LLC

$43,000

0.06%

25,000

FMR LLC

$42,656

0.06%

24,800

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Fidelity Management & Research Co LLC	24,800	$42,656	100.0%	Defined

Wealthspire Advisors, LLC

$41,280

0.06%

24,000

Summit Asset Management, LLC

$38,700

0.05%

22,500

ALLIANCEBERNSTEIN L.P.

$37,461

0.05%

21,780

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Equitable Holdings, Inc.	21,780	$37,461	100.0%	Defined

INTECH INVESTMENT MANAGEMENT LLC

$33,091

0.05%

19,239

RAYMOND JAMES FINANCIAL INC

$32,736

0.04%

19,033

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
RAYMOND JAMES & ASSOCIATES	19,033	$32,736	100.0%	Defined

Police & Firemen's Retirement System of New Jersey

$30,954

0.04%

17,997

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Mellon Capital	17,997	$30,954	100.0%	Defined

Investors Research Corp

$30,874

0.04%

17,950

Russell Investments Group, Ltd.

$29,941

0.04%

17,408

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Russell Investment Management, LLC	17,408	$29,941	100.0%	Defined

PNC FINANCIAL SERVICES GROUP, INC.

$29,762

0.04%

17,304

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
PNC Bank, National Association	17,304	$29,762	100.0%	Defined

RENAISSANCE TECHNOLOGIES LLC

$26,488

0.04%

15,400

R Squared Ltd

$23,610

0.03%

13,727

WealthPLAN Partners, LLC

$23,503

0.03%

13,665

Cerity Partners LLC

$23,343

0.03%

13,572

CHOREO, LLC

$22,459

0.03%

13,058

Tower Research Capital LLC (TRC)

$19,939

0.03%

11,593

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Latour Trading LLC (Latour)	11,593	$19,939	100.0%	Defined

BNP PARIBAS ARBITRAGE, SA

$19,183

0.03%

11,153

LPL Financial LLC

$18,799

0.03%

10,930

Quadrature Capital Ltd

$18,414

0.03%

10,706

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Quadrature US Inc.	10,706	$18,414	100.0%	Other

Benin Management CORP

$18,060

0.02%

10,500

Roble, Belko & Company, Inc

$17,200

0.02%

10,000

Pasadena Private Wealth, LLC

$17,200

0.02%

10,000

Legal & General Group Plc

$13,448

0.02%

7,819

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Legal & General Investment Management America Inc	7,819	$13,448	100.0%	Defined

NEW YORK STATE COMMON RETIREMENT FUND

$13,072

0.02%

7,600

Ameritas Investment Partners, Inc.

$9,236

0.01%

5,370

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
EATON VANCE MANAGEMENT	5,370	$9,236	100.0%	Other

Rockefeller Capital Management L.P.

$8,514

0.01%

4,950

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
ROCKEFELLER FINANCIAL LLC	4,950	$8,514	100.0%	Defined

Farther Finance Advisors, LLC

$7,046

0.01%

4,097

Smartleaf Asset Management LLC

$5,985

0.01%

3,480

GROUP ONE TRADING LLC

$5,049

0.01%

2,936

SIMPLEX TRADING, LLC

$4,953

0.01%

2,880

NISA INVESTMENT ADVISORS, LLC

$4,805

0.01%

2,794

Larson Financial Group LLC

$4,509

0.01%

2,622

Hickory Point Bank & Trust

$2,580

0.00%

1,500

Arax Advisory Partners

$2,442

0.00%

1,420

UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC

$2,168

0.00%

1,261

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
UBS Group AG	1,261	$2,168	100.0%	Defined

OSAIC HOLDINGS, INC.

$2,167

0.00%

1,260

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
OSAIC WEALTH, INC.	1,260	$2,167	100.0%	Defined

Avion Wealth

$1,720

0.00%

1,000

Allworth Financial LP

$1,014

0.00%

590

Integrated Wealth Concepts LLC

$946

0.00%

550

MassMutual Private Wealth & Trust, FSB

$803

0.00%

467

Rossby Financial, LCC

$536

0.00%

312

EverSource Wealth Advisors, LLC

$470

0.00%

275

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
BMSS Wesson Wealth Solutions, LLC	105	$180	38.3%	Sole
Held directly	170	$290	61.7%	Sole

Essential Partners LLC

$344

0.00%

200

Sterling Capital Management LLC

$316

0.00%

184

ROTHSCHILD INVESTMENT LLC

$177

0.00%

103

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
XTX EXECUTION SERVICES LLC joint	44,576	$82,019	100.0%	Defined

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Jane Street Capital, LLC	30,900	$56,856	100.0%	Defined

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Squarepoint Capital LLP	23,908	$43,990	100.0%	Defined

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
MANULIFE FINANCIAL CORP joint	19,267	$35,451	100.0%	Defined

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Polar Capital LLP	17,665	$32,503	100.0%	Defined

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Edward D. Jones & Co., L.P.	750	$1,380	100.0%	Sole

Key facts CIK 1289340 CUSIP 85916J409 13F (30d) 91 filings 91 filers Visit website Investor relations