Skip to main content
Institutional Ownership · SEC Form 13F

Who owns Stereotaxis (STXS)


Which tracked institutional funds hold STXS, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See STXS company fundamentals →

Ownership as of the 2026-Q2 13F filings (latest filed 2026-09-22). 13F is disclosed up to 45 days after quarter-end, so the most recent quarter fills in over the following weeks.

107
Institutional holders
43M
Shares held (tracked funds)

How the tape is positioned

The tracked-fund tape on STXS is one-sided between 2026-Q1 and 2026-Q2: 2 added or opened and 7 trimmed or exited — on balance reducing.

A prompt to read the filings, not a verdict. 13F is a quarter-end snapshot disclosed up to 45 days late; a fund adds or exits for mandate, benchmark, and timing reasons that have nothing to do with a view on the stock. This is a starting question, not a signal to trade.

Conviction spread

STXS’s largest tracked holder by dollar value, DAFNA Capital Management LLC, sizes it at 4.5% of its own reported 13F book, while the median holder sizes it at 0.0% of theirs — a 4.5pp conviction gap — its largest holder concentrates the name more heavily than the typical one.

Book-share is each fund’s reported value in STXS divided by its whole reported 13F book, so it is comparable across funds of different sizes and is unaffected by stock splits. A higher share means a fund has committed more of its book to the name — a starting question about conviction, not a verdict or a signal to trade.

Institutional & insider positioning

Between 2026-Q1 and 2026-Q2, across 107 tracked filers holding STXS, 59 increased or opened the position and 42 reduced or closed it; over the same quarter, there were no open-market insider Form 4s.

This fuses two public signals for the same quarter — how tracked institutions changed their positions and whether insiders bought or sold in the open market. It describes what was filed; it is a starting question, not a verdict or a signal to trade.

New buyers & exits

Funds opening or closing a position in STXS between the 2026-Q1 and 2026-Q2 13F filings, and the largest changes among funds holding it in both. New buyers and exits are counted on fund presence (split-invariant); adds and trims are measured on reported value.

Largest adds

  • MORGAN STANLEY$331K
  • BlackRock, Inc.$283K

Largest trims

  • DAFNA Capital Management LLC$2M
  • Lagoda Investment Management, L.P.$914K
  • RENAISSANCE TECHNOLOGIES LLC$659K
  • SEI INVESTMENTS CO$551K
  • Arbiter Partners Capital Management LLC$346K
  • ESSEX INVESTMENT MANAGEMENT CO LLC$308K

Institutional holders

One row per tracked fund, most shares held first (every row is from one quarter; reported value breaks ties). “% of value” is the fund’s share of this security’s tracked institutional value — not of shares outstanding.

FundSharesReported value% of valueQuarter
DAFNA Capital Management LLC13,680,554$24M31.8%2026-Q2
BlackRock, Inc. added4,396,835$8M10.2%2026-Q2
Lagoda Investment Management, L.P. trimmed4,122,600$7M9.6%2026-Q2
VANGUARD CAPITAL MANAGEMENT LLC added3,044,820$5M7.1%2026-Q2
Arbiter Partners Capital Management LLC2,883,856$5M6.7%2026-Q2
GEODE CAPITAL MANAGEMENT, LLC added1,895,243$3M4.4%2026-Q2
ESSEX INVESTMENT MANAGEMENT CO LLC trimmed1,521,966$3M3.5%2026-Q2
Archon Capital Management LLC1,226,044$2M2.8%2026-Q2
Warberg Asset Management LLC added1,108,889$2M2.6%2026-Q2
STATE STREET CORP trimmed916,780$2M2.1%2026-Q2
AlphaCentric Advisors LLC600,000$1M1.4%2026-Q2
VANGUARD FIDUCIARY TRUST CO added589,110$1M1.4%2026-Q2
Bank Julius Baer & Co. Ltd, Zurich added540,530$930K1.3%2026-Q2
NORTHERN TRUST CORP added529,695$911K1.2%2026-Q2
Legato Capital Management LLC added512,907$882K1.2%2026-Q2
VANGUARD PORTFOLIO MANAGEMENT LLC added463,580$797K1.1%2026-Q2
Sequoia Financial Advisors, LLC added381,355$656K0.9%2026-Q2
MORGAN STANLEY added332,107$571K0.8%2026-Q2
UBS Group AG added251,333$432K0.6%2026-Q2
Prescott Group Capital Management, L.L.C.237,495$408K0.6%2026-Q2
GOLDMAN SACHS GROUP INC trimmed234,971$404K0.5%2026-Q2
SEI INVESTMENTS CO trimmed234,612$404K0.5%2026-Q2
Bank of New York Mellon Corp added211,641$364K0.5%2026-Q2
Independent Advisor Alliance added208,485$359K0.5%2026-Q2
AQR CAPITAL MANAGEMENT LLC added196,622$338K0.5%2026-Q2
CITADEL ADVISORS LLC added183,087$315K0.4%2026-Q2
BRIDGEWAY CAPITAL MANAGEMENT, LLC trimmed173,775$299K0.4%2026-Q2
ROYAL BANK OF CANADA added165,363$284K0.4%2026-Q2
CHARLES SCHWAB INVESTMENT MANAGEMENT INC trimmed144,166$248K0.3%2026-Q2
PRICE T ROWE ASSOCIATES INC /MD/ added140,702$243K0.3%2026-Q2
RHUMBLINE ADVISERS trimmed130,042$224K0.3%2026-Q2
GMT Capital Corp126,581$218K0.3%2026-Q2
BANK OF AMERICA CORP /DE/ added117,318$202K0.3%2026-Q2
Kovack Advisors, Inc. trimmed101,113$179K0.2%2026-Q2
ENVESTNET ASSET MANAGEMENT INC trimmed91,578$158K0.2%2026-Q2
Leonteq Securities AG74,994$129K0.2%2026-Q2
Nuveen, LLC73,990$127K0.2%2026-Q2
TCFG Investment Advisors, LLC added69,015$119K0.2%2026-Q2
HSBC HOLDINGS PLC68,605$117K0.2%2026-Q2
WEALTH EFFECTS LLC68,500$118K0.2%2026-Q2
DEUTSCHE BANK AG\ added67,537$116K0.2%2026-Q2
BARCLAYS PLC trimmed66,940$115K0.2%2026-Q2
WELLS FARGO & COMPANY/MN added62,191$107K0.1%2026-Q2
SUSQUEHANNA INTERNATIONAL GROUP, LLP added50,559$87K0.1%2026-Q2
Cherry Creek Investment Advisors, Inc. added42,602$73K0.1%2026-Q2
Wellington Shields & Co., LLC40,079$69K0.1%2026-Q2
Invesco Ltd. added38,570$66K0.1%2026-Q2
Verition Fund Management LLC added35,000$60K0.1%2026-Q2
Vanguard Global Advisers, LLC34,392$59K0.1%2026-Q2
CITIGROUP INC added31,998$55K0.1%2026-Q2
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. added31,393$54K0.1%2026-Q2
JPMORGAN CHASE & CO added30,297$52K0.1%2026-Q2
THOMPSON DAVIS & CO., INC. trimmed27,999$48K0.1%2026-Q2
Forum Financial Management, LP26,518$46K0.1%2026-Q2
Z3 Capital Partners, LLC trimmed25,000$43K0.1%2026-Q2
FMR LLC trimmed24,800$43K0.1%2026-Q2
Wealthspire Advisors, LLC trimmed24,000$41K0.1%2026-Q2
Summit Asset Management, LLC22,500$39K0.1%2026-Q2
ALLIANCEBERNSTEIN L.P. added21,780$40K0.1%2026-Q2
INTECH INVESTMENT MANAGEMENT LLC added19,239$33K0.0%2026-Q2
RAYMOND JAMES FINANCIAL INC19,033$33K0.0%2026-Q2
Police & Firemen's Retirement System of New Jersey17,997$31K0.0%2026-Q2
Investors Research Corp17,950$31K0.0%2026-Q2
Russell Investments Group, Ltd. added17,408$30K0.0%2026-Q2
PNC Financial Services Group, Inc. added17,304$30K0.0%2026-Q2
RENAISSANCE TECHNOLOGIES LLC trimmed15,400$26K0.0%2026-Q2
R Squared Ltd new13,727$24K0.0%2026-Q2
WealthPLAN Partners, LLC13,665$24K0.0%2026-Q2
Cerity Partners LLC trimmed13,572$23K0.0%2026-Q2
CHOREO, LLC trimmed13,058$22K0.0%2026-Q2
Tower Research Capital LLC (TRC) trimmed11,593$20K0.0%2026-Q2
BNP PARIBAS FINANCIAL MARKETS trimmed11,153$19K0.0%2026-Q2
LPL Financial LLC added10,930$19K0.0%2026-Q2
Quadrature Capital Ltd new10,706$18K0.0%2026-Q2
Benin Management CORP10,500$18K0.0%2026-Q2
Pasadena Private Wealth, LLC new10,000$17K0.0%2026-Q2
Legal & General Group Plc added7,819$13K0.0%2026-Q2
NEW YORK STATE COMMON RETIREMENT FUND7,600$13K0.0%2026-Q2
Ameritas Investment Partners, Inc.5,370$9K0.0%2026-Q2
Rockefeller Capital Management L.P. added4,950$9K0.0%2026-Q2
Farther Finance Advisors, LLC added4,097$7K0.0%2026-Q2
Smartleaf Asset Management LLC3,480$6K0.0%2026-Q2
GROUP ONE TRADING LLC added2,936$5K0.0%2026-Q2
SIMPLEX TRADING, LLC added2,880$5K0.0%2026-Q2
NISA INVESTMENT ADVISORS, LLC2,794$5K0.0%2026-Q2
Larson Financial Group LLC2,622$5K0.0%2026-Q2
Hickory Point Bank & Trust1,500$3K0.0%2026-Q2
Arax Advisory Partners added1,420$2K0.0%2026-Q2
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC1,261$2K0.0%2026-Q2
OSAIC HOLDINGS, INC. added1,260$2K0.0%2026-Q2
CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM trimmed871$1K0.0%2026-Q2
Allworth Financial LP added590$1K0.0%2026-Q2
Integrated Wealth Concepts LLC new550$9460.0%2026-Q2
MassMutual Private Wealth & Trust, FSB new467$8030.0%2026-Q2
Rossby Financial, LCC new312$5370.0%2026-Q2
EverSource Wealth Advisors, LLC added275$4740.0%2026-Q2
Essential Partners LLC added200$3440.0%2026-Q2
Sterling Capital Management LLC trimmed184$3160.0%2026-Q2
ROTHSCHILD INVESTMENT LLC added103$1770.0%2026-Q2
Clark Wealth Partners100$1720.0%2026-Q2

Ownership over time

Tracked institutional holder count and total shares held by filing quarter (independent scales). The curated-era tail and any mid-ingest latest quarter are handled honestly — a partial quarter is not drawn as a collapse.

HoldersTotal shares

Reading this table

Funds hold the same stock for different reasons — an index fund “holds” almost everything, an active manager sizes a name to a mandate and a benchmark, and each fund entered at its own price and time. Because 13F is filed up to 45 days after quarter-end, every row is a backward-looking snapshot; a manager may have traded since. Share-class siblings (a company’s A and C shares) are rolled up to one line so a dual-class name is never double-counted. Compare like-for-like. A large holder is not an endorsement, and a fund exiting is not a warning — this is a starting question, not a verdict.

About 13F filings

A Form 13F is a quarterly disclosure that institutional investment managers with over $100 million in US-listed equities must file with the SEC. In plain English: it is a snapshot of the long stock positions a fund held at the end of a quarter. It covers long US-listed equities only — not short positions, options, cash, or private holdings — and the funds shown are the large sample we track, not the complete 13F universe.

Learn how to read institutional ownership