Institutional HoldersBeta

Who holds a company, from every 13F filed for the quarter, one row per filer exactly as filed, against the latest share count the company reported.

Stereotaxis, Inc.

CIK 0001289340STXS· quarter ending 2026-06-30

Shares outstanding

100,202,178

as of 2026-07-31 · 10-Q cover page, filed 2026-08-12

Held by 13F filers

45,946,354

45.9% of shares outstanding

Holders

108

-7 vs 2026-03-31 · 12 new, 19 exited

Value

$79.0M

shares +7.0% vs prior quarter

Share classes (cover page of the 10-Q filed 2026-08-12, as of 2026-07-31)

Class	Listed	Shares outstanding	Held by 13F filers	% of class	Holders	CUSIP
Common stock	STXS · NYSEAMER	100,202,178	45,946,354	45.9%	108	85916J409

Each class is compared with its own share count; classes are not added together. A class that is not exchange-listed cannot be held by 13F filers.

Securities (CUSIPs held in 13F this quarter)

tick to combine

Count	CUSIP	Class (as filers write it)	Holders	Shares held	Class shares	% of class	Value	Options	Mapped via
	85916J409	COM NEW	108	45,946,354	100,202,178	45.9%	$79.0M	1 call / 0 put	13DG	holders →

Totals combine the ticked CUSIPs and update as you tick: common-stock classes by default; preferreds, notes, warrants and depositary shares are listed but not counted. "holders →" shows a single CUSIP on its own. Bonds are held as a principal amount, not shares. Options positions are never counted as holdings.

Top holders (108 of 108 · 85916J409)

change vs 2026-03-31

#	Filer	Shares	% of class	Value	Change
1	DAFNA Capital Management LLC	13,680,554	13.65%	$23.5M	—
2	Arbiter Partners Capital Management LLC	5,767,712	5.76%	$9.9M	+2,883,856 (+100.0%)
3	BlackRock, Inc.	4,396,835	4.39%	$7.6M	+440,592 (+11.1%)
4	Lagoda Investment Management, L.P.	4,122,600	4.11%	$7.1M	-227,800 (-5.2%)
5	VANGUARD CAPITAL MANAGEMENT LLC	3,044,820	3.04%	$5.2M	+46,776 (+1.6%)
6	GEODE CAPITAL MANAGEMENT, LLC	1,895,243	1.89%	$3.3M	+219,835 (+13.1%)
7	ESSEX INVESTMENT MANAGEMENT CO LLC	1,521,966	1.52%	$2.6M	-68,135 (-4.3%)
8	Archon Capital Management LLC	1,226,044	1.22%	$2.1M	—
9	Warberg Asset Management LLC	1,108,889	1.11%	$1.9M	+14,766 (+1.3%)
10	STATE STREET CORP	916,780	0.91%	$1.6M	-40,988 (-4.3%)
11	AlphaCentric Advisors LLC	600,000	0.60%	$1.0M	—
12	VANGUARD FIDUCIARY TRUST CO	589,110	0.59%	$1.0M	+59,240 (+11.2%)
13	Bank Julius Baer & Co. Ltd, Zurich	540,530	0.54%	$930K	+1 (+0.0%)
14	NORTHERN TRUST CORP	529,695	0.53%	$911K	+32,769 (+6.6%)
15	Legato Capital Management LLC	512,907	0.51%	$882K	+15,384 (+3.1%)
16	VANGUARD PORTFOLIO MANAGEMENT LLC	463,580	0.46%	$797K	+94,951 (+25.8%)
17	Sequoia Financial Advisors, LLC	381,355	0.38%	$656K	+703 (+0.2%)
18	MORGAN STANLEY	332,107	0.33%	$571K	+201,304 (+153.9%)
19	UBS Group AG	251,333	0.25%	$432K	+14,055 (+5.9%)
20	Prescott Group Capital Management, L.L.C.	237,495	0.24%	$408K	—
21	GOLDMAN SACHS GROUP INC	234,971	0.23%	$404K	-34,075 (-12.7%)
22	SEI INVESTMENTS CO	234,612	0.23%	$404K	-284,272 (-54.8%)
23	Bank of New York Mellon Corp	211,641	0.21%	$364K	+15,665 (+8.0%)
24	Independent Advisor Alliance	208,485	0.21%	$359K	+7,500 (+3.7%)
25	AQR CAPITAL MANAGEMENT LLC	196,622	0.20%	$338K	+131,351 (+201.2%)
26	CITADEL ADVISORS LLC	183,087	0.18%	$315K	NEW
27	BRIDGEWAY CAPITAL MANAGEMENT, LLC	173,775	0.17%	$299K	-47,700 (-21.5%)
28	ROYAL BANK OF CANADA	165,363	0.17%	$284K	+4,180 (+2.6%)
29	CHARLES SCHWAB INVESTMENT MANAGEMENT INC	144,166	0.14%	$248K	-28,581 (-16.5%)
30	PRICE T ROWE ASSOCIATES INC /MD/	140,702	0.14%	$243K	+23,781 (+20.3%)
31	RHUMBLINE ADVISERS	130,042	0.13%	$224K	-2,311 (-1.7%)
32	GMT Capital Corp	126,581	0.13%	$218K	—
33	BANK OF AMERICA CORP /DE/	117,318	0.12%	$202K	+67,571 (+135.8%)
34	Kovack Advisors, Inc.	101,113	0.10%	$179K	-7,791 (-7.2%)
35	ENVESTNET ASSET MANAGEMENT INC	91,578	0.09%	$158K	-44,194 (-32.6%)
36	Leonteq Securities AG	74,994	0.07%	$129K	—
37	Nuveen, LLC	73,990	0.07%	$127K	—
38	TCFG Investment Advisors, LLC	69,015	0.07%	$119K	+5,000 (+7.8%)
39	HSBC HOLDINGS PLC	68,605	0.07%	$117K	—
40	WEALTH EFFECTS LLC	68,500	0.07%	$118K	—
41	DEUTSCHE BANK AG\	67,537	0.07%	$116K	+66,521 (+6547.3%)
42	BARCLAYS PLC	66,940	0.07%	$115K	-886 (-1.3%)
43	WELLS FARGO & COMPANY/MN	62,191	0.06%	$107K	+39,564 (+174.9%)
44	SUSQUEHANNA INTERNATIONAL GROUP, LLP	50,559	0.05%	$87K	+175 (+0.3%)
45	Cherry Creek Investment Advisors, Inc.	42,602	0.04%	$73K	+6,386 (+17.6%)
46	Wellington Shields & Co., LLC	40,079	0.04%	$69K	—
47	Invesco Ltd.	38,570	0.04%	$66K	+12,152 (+46.0%)
48	Verition Fund Management LLC	35,000	0.03%	$60K	+13,000 (+59.1%)
49	Vanguard Global Advisers, LLC	34,392	0.03%	$59K	—
50	CITIGROUP INC	31,998	0.03%	$55K	+28,659 (+858.3%)
51	MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.	31,393	0.03%	$54K	+2,492 (+8.6%)
52	JPMORGAN CHASE & CO	30,297	0.03%	$52K	+3,006 (+11.0%)
53	THOMPSON DAVIS & CO., INC.	27,999	0.03%	$48K	-2,000 (-6.7%)
54	Forum Financial Management, LP	26,518	0.03%	$46K	—
55	Z3 Capital Partners, LLC	25,000	0.02%	$43K	-9,000 (-26.5%)
56	FMR LLC	24,800	0.02%	$43K	-4,160 (-14.4%)
57	Wealthspire Advisors, LLC	24,000	0.02%	$41K	-7,500 (-23.8%)
58	Summit Asset Management, LLC	22,500	0.02%	$39K	—
59	ALLIANCEBERNSTEIN L.P.	21,780	0.02%	$40K	+8,000 (+58.1%)
60	INTECH INVESTMENT MANAGEMENT LLC	19,239	0.02%	$33K	+2,471 (+14.7%)
61	RAYMOND JAMES FINANCIAL INC	19,033	0.02%	$33K	—
62	Police & Firemen's Retirement System of New Jersey	17,997	0.02%	$31K	—
63	Investors Research Corp	17,950	0.02%	$31K	—
64	Russell Investments Group, Ltd.	17,408	0.02%	$30K	+11,543 (+196.8%)
65	PNC Financial Services Group, Inc.	17,304	0.02%	$30K	+123 (+0.7%)
66	RENAISSANCE TECHNOLOGIES LLC	15,400	0.02%	$26K	-357,200 (-95.9%)
67	R Squared Ltd	13,727	0.01%	$24K	NEW
68	WealthPLAN Partners, LLC	13,665	0.01%	$24K	—
69	Cerity Partners LLC	13,572	0.01%	$23K	NEW
70	CHOREO, LLC	13,058	0.01%	$22K	-422 (-3.1%)
71	Tower Research Capital LLC (TRC)	11,593	0.01%	$20K	-565 (-4.6%)
72	BNP PARIBAS FINANCIAL MARKETS	11,153	0.01%	$19K	-3,281 (-22.7%)
73	LPL Financial LLC	10,930	0.01%	$19K	+30 (+0.3%)
74	Quadrature Capital Ltd	10,706	0.01%	$18K	NEW
75	Benin Management CORP	10,500	0.01%	$18K	—
76	Pasadena Private Wealth, LLC	10,000	0.01%	$17K	NEW
77	Roble, Belko & Company, Inc	10,000	0.01%	$17K	—
78	Legal & General Group Plc	7,819	0.01%	$13K	+3,086 (+65.2%)
79	NEW YORK STATE COMMON RETIREMENT FUND	7,600	0.01%	$13K	—
80	Ameritas Investment Partners, Inc.	5,370	0.01%	$9K	—
81	Rockefeller Capital Management L.P.	4,950	0.00%	$9K	+500 (+11.2%)
82	Farther Finance Advisors, LLC	4,097	0.00%	$7K	+246 (+6.4%)
83	Smartleaf Asset Management LLC	3,480	0.00%	$6K	—
84	GROUP ONE TRADING LLC	2,936	0.00%	$5K	+194 (+7.1%)
85	SIMPLEX TRADING, LLC	2,880	0.00%	$5K	NEW
86	NISA INVESTMENT ADVISORS, LLC	2,794	0.00%	$5K	—
87	Larson Financial Group LLC	2,622	0.00%	$5K	—
88	Hickory Point Bank & Trust	1,500	0.00%	$3K	—
89	Arax Advisory Partners	1,420	0.00%	$2K	NEW
90	UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC	1,261	0.00%	$2K	—
91	OSAIC HOLDINGS, INC.	1,260	0.00%	$2K	+1,200 (+2000.0%)
92	Avion Wealth	1,000	0.00%	$1K	—
93	CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM	871	0.00%	$1K	-2,411 (-73.5%)
94	Allworth Financial LP	590	0.00%	$1K	+344 (+139.8%)
95	MassMutual Private Wealth & Trust, FSB	467	0.00%	$803	NEW
96	Rossby Financial, LCC	312	0.00%	$537	NEW
97	EverSource Wealth Advisors, LLC	275	0.00%	$474	-35 (-11.3%)
98	Essential Partners LLC	200	0.00%	$344	+119 (+146.9%)
99	Sterling Capital Management LLC	184	0.00%	$316	-317 (-63.3%)
100	ROTHSCHILD INVESTMENT LLC	103	0.00%	$177	+57 (+123.9%)
101	Clark Wealth Partners	100	0.00%	$172	—
102	Fortitude Family Office, LLC	84	0.00%	$144	NEW
103	SJS Investment Consulting Inc.	28	0.00%	$49	+26 (+1300.0%)
104	IFP Advisors, Inc	14	0.00%	$24	+9 (+180.0%)
105	SBI Securities Co., Ltd.	11	0.00%	$19	+8 (+266.7%)
106	Clearstead Advisors, LLC	9	0.00%	$16	NEW
107	JPL Wealth Management, LLC	8	0.00%	$14	NEW
108	Caitong International Asset Management Co., Ltd	4	0.00%	$7	+3 (+300.0%)

Exited since 2026-03-31 (19 filers; largest 19 shown)

CAPTRUST FINANCIAL ADVISORS	−221,020
MILLENNIUM MANAGEMENT LLC	−68,616
TCFG WEALTH MANAGEMENT, LLC	−64,015
XTX Topco Ltd	−44,576
Qube Research & Technologies Ltd	−28,015
Squarepoint Ops LLC	−23,908
MANUFACTURERS LIFE INSURANCE COMPANY, THE	−19,267
Polar Capital Holdings Plc	−17,665
Tradewinds Capital Management, LLC	−13,600
Abel Hall, LLC	−10,826
Daytona Street Capital LLC	−10,000
CWM, LLC	−4,988
Clayton Financial Group LLC	−2,700
JONES FINANCIAL COMPANIES LLLP	−750
GAMMA Investing LLC	−98
MAI Capital Management	−68
True Wealth Design, LLC	−52
Sunbelt Securities, Inc.	−43
Basecamp Wealth Advisors LLC	−18

Large holders from 13D/13G (latest per reporting person, last 2 years)

Filed when a holder crosses 5% or changes materially, so often more current than the quarter-end 13F. Percentages are the filer's own, against the share count they used.

Reporting person	Form	Filed	Event	Shares	% of class
Daniel Louis Kaufman	SCHEDULE 13G	2026-08-19	2026-08-12	5,956,714	5.9%
Lagoda Investment Management, L.P.	SCHEDULE 13G/A	2026-05-15	2026-03-31	4,350,400	4.5%

Source: SEC Form 13F-HR information tables for the quarter ending 2026-06-30 (filed within 45 days of quarter end; amendments applied; values normalised to dollars), the share count from the company's latest 10-K/10-Q XBRL cover page, and Schedule 13D/13G filings. Each row is a legal 13F filer as filed — related entities (e.g. Vanguard's advisers) are not merged. Retail brokerage accounts are not reported on 13F, so the remainder is mostly retail and insiders.