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.
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.
| Fund | Shares | Reported value | % of value | Quarter |
|---|---|---|---|---|
| DAFNA Capital Management LLC | 13,680,554 | $24M | 31.8% | 2026-Q2 |
| BlackRock, Inc. added | 4,396,835 | $8M | 10.2% | 2026-Q2 |
| Lagoda Investment Management, L.P. trimmed | 4,122,600 | $7M | 9.6% | 2026-Q2 |
| VANGUARD CAPITAL MANAGEMENT LLC added | 3,044,820 | $5M | 7.1% | 2026-Q2 |
| Arbiter Partners Capital Management LLC | 2,883,856 | $5M | 6.7% | 2026-Q2 |
| GEODE CAPITAL MANAGEMENT, LLC added | 1,895,243 | $3M | 4.4% | 2026-Q2 |
| ESSEX INVESTMENT MANAGEMENT CO LLC trimmed | 1,521,966 | $3M | 3.5% | 2026-Q2 |
| Archon Capital Management LLC | 1,226,044 | $2M | 2.8% | 2026-Q2 |
| Warberg Asset Management LLC added | 1,108,889 | $2M | 2.6% | 2026-Q2 |
| STATE STREET CORP trimmed | 916,780 | $2M | 2.1% | 2026-Q2 |
| AlphaCentric Advisors LLC | 600,000 | $1M | 1.4% | 2026-Q2 |
| VANGUARD FIDUCIARY TRUST CO added | 589,110 | $1M | 1.4% | 2026-Q2 |
| Bank Julius Baer & Co. Ltd, Zurich added | 540,530 | $930K | 1.3% | 2026-Q2 |
| NORTHERN TRUST CORP added | 529,695 | $911K | 1.2% | 2026-Q2 |
| Legato Capital Management LLC added | 512,907 | $882K | 1.2% | 2026-Q2 |
| VANGUARD PORTFOLIO MANAGEMENT LLC added | 463,580 | $797K | 1.1% | 2026-Q2 |
| Sequoia Financial Advisors, LLC added | 381,355 | $656K | 0.9% | 2026-Q2 |
| MORGAN STANLEY added | 332,107 | $571K | 0.8% | 2026-Q2 |
| UBS Group AG added | 251,333 | $432K | 0.6% | 2026-Q2 |
| Prescott Group Capital Management, L.L.C. | 237,495 | $408K | 0.6% | 2026-Q2 |
| GOLDMAN SACHS GROUP INC trimmed | 234,971 | $404K | 0.5% | 2026-Q2 |
| SEI INVESTMENTS CO trimmed | 234,612 | $404K | 0.5% | 2026-Q2 |
| Bank of New York Mellon Corp added | 211,641 | $364K | 0.5% | 2026-Q2 |
| Independent Advisor Alliance added | 208,485 | $359K | 0.5% | 2026-Q2 |
| AQR CAPITAL MANAGEMENT LLC added | 196,622 | $338K | 0.5% | 2026-Q2 |
| CITADEL ADVISORS LLC added | 183,087 | $315K | 0.4% | 2026-Q2 |
| BRIDGEWAY CAPITAL MANAGEMENT, LLC trimmed | 173,775 | $299K | 0.4% | 2026-Q2 |
| ROYAL BANK OF CANADA added | 165,363 | $284K | 0.4% | 2026-Q2 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC trimmed | 144,166 | $248K | 0.3% | 2026-Q2 |
| PRICE T ROWE ASSOCIATES INC /MD/ added | 140,702 | $243K | 0.3% | 2026-Q2 |
| RHUMBLINE ADVISERS trimmed | 130,042 | $224K | 0.3% | 2026-Q2 |
| GMT Capital Corp | 126,581 | $218K | 0.3% | 2026-Q2 |
| BANK OF AMERICA CORP /DE/ added | 117,318 | $202K | 0.3% | 2026-Q2 |
| Kovack Advisors, Inc. trimmed | 101,113 | $179K | 0.2% | 2026-Q2 |
| ENVESTNET ASSET MANAGEMENT INC trimmed | 91,578 | $158K | 0.2% | 2026-Q2 |
| Leonteq Securities AG | 74,994 | $129K | 0.2% | 2026-Q2 |
| Nuveen, LLC | 73,990 | $127K | 0.2% | 2026-Q2 |
| TCFG Investment Advisors, LLC added | 69,015 | $119K | 0.2% | 2026-Q2 |
| HSBC HOLDINGS PLC | 68,605 | $117K | 0.2% | 2026-Q2 |
| WEALTH EFFECTS LLC | 68,500 | $118K | 0.2% | 2026-Q2 |
| DEUTSCHE BANK AG\ added | 67,537 | $116K | 0.2% | 2026-Q2 |
| BARCLAYS PLC trimmed | 66,940 | $115K | 0.2% | 2026-Q2 |
| WELLS FARGO & COMPANY/MN added | 62,191 | $107K | 0.1% | 2026-Q2 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP added | 50,559 | $87K | 0.1% | 2026-Q2 |
| Cherry Creek Investment Advisors, Inc. added | 42,602 | $73K | 0.1% | 2026-Q2 |
| Wellington Shields & Co., LLC | 40,079 | $69K | 0.1% | 2026-Q2 |
| Invesco Ltd. added | 38,570 | $66K | 0.1% | 2026-Q2 |
| Verition Fund Management LLC added | 35,000 | $60K | 0.1% | 2026-Q2 |
| Vanguard Global Advisers, LLC | 34,392 | $59K | 0.1% | 2026-Q2 |
| CITIGROUP INC added | 31,998 | $55K | 0.1% | 2026-Q2 |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. added | 31,393 | $54K | 0.1% | 2026-Q2 |
| JPMORGAN CHASE & CO added | 30,297 | $52K | 0.1% | 2026-Q2 |
| THOMPSON DAVIS & CO., INC. trimmed | 27,999 | $48K | 0.1% | 2026-Q2 |
| Forum Financial Management, LP | 26,518 | $46K | 0.1% | 2026-Q2 |
| Z3 Capital Partners, LLC trimmed | 25,000 | $43K | 0.1% | 2026-Q2 |
| FMR LLC trimmed | 24,800 | $43K | 0.1% | 2026-Q2 |
| Wealthspire Advisors, LLC trimmed | 24,000 | $41K | 0.1% | 2026-Q2 |
| Summit Asset Management, LLC | 22,500 | $39K | 0.1% | 2026-Q2 |
| ALLIANCEBERNSTEIN L.P. added | 21,780 | $40K | 0.1% | 2026-Q2 |
| INTECH INVESTMENT MANAGEMENT LLC added | 19,239 | $33K | 0.0% | 2026-Q2 |
| RAYMOND JAMES FINANCIAL INC | 19,033 | $33K | 0.0% | 2026-Q2 |
| Police & Firemen's Retirement System of New Jersey | 17,997 | $31K | 0.0% | 2026-Q2 |
| Investors Research Corp | 17,950 | $31K | 0.0% | 2026-Q2 |
| Russell Investments Group, Ltd. added | 17,408 | $30K | 0.0% | 2026-Q2 |
| PNC Financial Services Group, Inc. added | 17,304 | $30K | 0.0% | 2026-Q2 |
| RENAISSANCE TECHNOLOGIES LLC trimmed | 15,400 | $26K | 0.0% | 2026-Q2 |
| R Squared Ltd new | 13,727 | $24K | 0.0% | 2026-Q2 |
| WealthPLAN Partners, LLC | 13,665 | $24K | 0.0% | 2026-Q2 |
| Cerity Partners LLC trimmed | 13,572 | $23K | 0.0% | 2026-Q2 |
| CHOREO, LLC trimmed | 13,058 | $22K | 0.0% | 2026-Q2 |
| Tower Research Capital LLC (TRC) trimmed | 11,593 | $20K | 0.0% | 2026-Q2 |
| BNP PARIBAS FINANCIAL MARKETS trimmed | 11,153 | $19K | 0.0% | 2026-Q2 |
| LPL Financial LLC added | 10,930 | $19K | 0.0% | 2026-Q2 |
| Quadrature Capital Ltd new | 10,706 | $18K | 0.0% | 2026-Q2 |
| Benin Management CORP | 10,500 | $18K | 0.0% | 2026-Q2 |
| Pasadena Private Wealth, LLC new | 10,000 | $17K | 0.0% | 2026-Q2 |
| Legal & General Group Plc added | 7,819 | $13K | 0.0% | 2026-Q2 |
| NEW YORK STATE COMMON RETIREMENT FUND | 7,600 | $13K | 0.0% | 2026-Q2 |
| Ameritas Investment Partners, Inc. | 5,370 | $9K | 0.0% | 2026-Q2 |
| Rockefeller Capital Management L.P. added | 4,950 | $9K | 0.0% | 2026-Q2 |
| Farther Finance Advisors, LLC added | 4,097 | $7K | 0.0% | 2026-Q2 |
| Smartleaf Asset Management LLC | 3,480 | $6K | 0.0% | 2026-Q2 |
| GROUP ONE TRADING LLC added | 2,936 | $5K | 0.0% | 2026-Q2 |
| SIMPLEX TRADING, LLC added | 2,880 | $5K | 0.0% | 2026-Q2 |
| NISA INVESTMENT ADVISORS, LLC | 2,794 | $5K | 0.0% | 2026-Q2 |
| Larson Financial Group LLC | 2,622 | $5K | 0.0% | 2026-Q2 |
| Hickory Point Bank & Trust | 1,500 | $3K | 0.0% | 2026-Q2 |
| Arax Advisory Partners added | 1,420 | $2K | 0.0% | 2026-Q2 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 1,261 | $2K | 0.0% | 2026-Q2 |
| OSAIC HOLDINGS, INC. added | 1,260 | $2K | 0.0% | 2026-Q2 |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM trimmed | 871 | $1K | 0.0% | 2026-Q2 |
| Allworth Financial LP added | 590 | $1K | 0.0% | 2026-Q2 |
| Integrated Wealth Concepts LLC new | 550 | $946 | 0.0% | 2026-Q2 |
| MassMutual Private Wealth & Trust, FSB new | 467 | $803 | 0.0% | 2026-Q2 |
| Rossby Financial, LCC new | 312 | $537 | 0.0% | 2026-Q2 |
| EverSource Wealth Advisors, LLC added | 275 | $474 | 0.0% | 2026-Q2 |
| Essential Partners LLC added | 200 | $344 | 0.0% | 2026-Q2 |
| Sterling Capital Management LLC trimmed | 184 | $316 | 0.0% | 2026-Q2 |
| ROTHSCHILD INVESTMENT LLC added | 103 | $177 | 0.0% | 2026-Q2 |
| Clark Wealth Partners | 100 | $172 | 0.0% | 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.
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.