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Stereotaxis Inc (STXS)

CUSIP: 85916J409 | NYSE | Healthcare · Medical Instruments & Supplies | Micro Cap | 305 institutional holders

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
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Beneficial Ownership — 13D / 13G

Full history →

5%+ stakes reported outside the quarterly cycle. A 13D is due within five business days of the event below, so these figures lead the holders table until the filer's next 13F catches up to them.

HolderShares% of ClassChangeEvent Datevs 13F
13GDaniel Louis Kaufman5,956,7145.9%New 5%+ stakeAug 12, 2026No 13F filer matched
13GDaniel Louis Kaufman5,956,714
5.9% of class · Aug 12, 2026New 5%+ stake
No 13F filer matched

Institutional Holders — Q3 2026

Warberg Asset Management LLC1,131,371
0.2% of portfolio›$1.4M
Integrity Alliance, Llc.699,023
0.0% of portfolio›$859.8K
AlphaCentric Advisors LLC600,000
0.7% of portfolio›$738.0K
Bank Julius Baer & Co. Ltd, Zurich540,530
0.0% of portfolio›$664.9K
Prescott Group Capital Management, L.L.C.237,495
0.0% of portfolio›$292.1K
Leonteq Securities AG74,994
0.0% of portfolio›$92.6K
Tcfg Investment Advisors, LLC41,015
0.0% of portfolio›$50.4K
Cherry Creek Investment Advisors, Inc.28,027
0.0% of portfolio›$34.5K
Forum Financial Management, LP26,618
0.0% of portfolio›$32.7K
Choreo, LLC21,688
0.0% of portfolio›$26.7K
Investors Research Corp17,950
0.0% of portfolio›$22.1K
WealthPLAN Partners, LLC13,665
0.0% of portfolio›$16.8K
Benin Management Corp10,500
0.0% of portfolio›$12.9K
Farther Finance Advisors, LLC4,157
0.0% of portfolio›$5.1K
Citigroup Inc3,379
0.0% of portfolio›$4.2K
Nisa Investment Advisors, LLC2,794
0.0% of portfolio›$3.4K
Bell Investment Advisors, Inc2,652
0.0% of portfolio›$3.3K
Sterling Capital Management LLC2,236
0.0% of portfolio›$2.8K
Bare Financial Services, Inc2,214
0.0% of portfolio›$2.7K
Hickory Point Bank & Trust1,500
0.0% of portfolio›$1.8K
Simplex Trading, LLC1,364
0.0% of portfolio›$1.7K
Avion Wealth1,000
0.0% of portfolio›$1
Gamma Investing LLC550
0.0% of portfolio›$677
EverSource Wealth Advisors, LLC177
0.0% of portfolio›$218
James T. Borello RIA132
0.0% of portfolio›$162
Clark Wealth Partners100
0.0% of portfolio›$123
Fortitude Family Office, LLC66
0.0% of portfolio›$81
IFP Advisors, Inc24
0.0% of portfolio›$30
Essential Partners LLC9
0.0% of portfolio›$11
Caitong International Asset Management Co., Ltd7
0.0% of portfolio›$9
SBI Securities Co., Ltd.7
0.0% of portfolio›$9
StyleTurnoverLocationFiled
Warberg Asset Management LLC
1,131,371$1.4M0.2%YieldHighWinnetka, IL2026-11-02
Integrity Alliance, Llc.
699,023$859.8K0.0%ETFMediumUrbandale, IA2026-10-29
AlphaCentric Advisors LLC
600,000$738.0K0.7%CoreHighSan Juan, PR2026-11-03
Bank Julius Baer & Co. Ltd, Zurich
540,530$664.9K0.0%GrowthMediumZurich, Switzerland2026-10-29
Prescott Group Capital Management, L.L.C.
237,495$292.1K0.0%Deep ValueMediumTulsa, OK2026-10-30
Leonteq Securities AG
74,994$92.6K0.0%CoreHighZurich, Switzerland2026-10-29
Tcfg Investment Advisors, LLC
41,015$50.4K0.0%GrowthMediumLaguna Niguel, CA2026-10-20
Cherry Creek Investment Advisors, Inc.
28,027$34.5K0.0%GrowthLowEnglewood, CO2026-10-14
Forum Financial Management, LP
26,618$32.7K0.0%ETFLowLombard, IL2026-10-16
Choreo, LLC
21,688$26.7K0.0%IndexLowRockford, IL2026-10-28
Investors Research Corp
17,950$22.1K0.0%ETFLowAtlanta, GA2026-10-07
WealthPLAN Partners, LLC
13,665$16.8K0.0%CoreMediumOmaha, NE2026-10-15
Benin Management Corp
10,500$12.9K0.0%CoreVery LowRedding, CT2026-10-22
Farther Finance Advisors, LLC
4,157$5.1K0.0%IndexLowSan Francisco, CA2026-10-08
Citigroup Inc
3,379$4.2K0.0%CoreMediumNew York, NY2026-11-04
Nisa Investment Advisors, LLC
2,794$3.4K0.0%IndexVery LowSt. Louis, MO2026-10-20
Bell Investment Advisors, Inc
2,652$3.3K0.0%ETFVery LowOrinda, CA2026-10-29
Sterling Capital Management LLC
2,236$2.8K0.0%GARPMediumCharlotte, NC2026-10-22
Bare Financial Services, Inc
2,214$2.7K0.0%ETFVery LowGap, PA2026-11-04
Hickory Point Bank & Trust
1,500$1.8K0.0%CoreVery LowDecatur, IL2026-10-01
Simplex Trading, LLC
1,364$1.7K0.0%CoreVery HighChicago, IL2026-11-04
Avion Wealth
1,000$10.0%ETFLowThe Woodlands, TX2026-11-04
Gamma Investing LLC
550$6770.0%IndexVery LowFoster City, CA2026-10-08
EverSource Wealth Advisors, LLC
177$2180.0%CoreMediumBirmingham, AL2026-11-04
James T. Borello RIA
132$1620.0%ETFVery LowEast Dundee, IL2026-10-16
Clark Wealth Partners
100$1230.0%ETFVery LowO'Fallon, IL2026-10-19
Fortitude Family Office, LLC
66$810.0%ETFMediumScottsdale, AZ2026-10-14
IFP Advisors, Inc
24$300.0%GrowthLowTampa, FL2026-10-16
Essential Partners LLC
9$110.0%ValueMediumRancho Santa Fe, CA2026-10-14
Caitong International Asset Management Co., Ltd
7$90.0%GrowthVery HighHong Kong, South Korea2026-10-29
SBI Securities Co., Ltd.
7$90.0%Agg GrowthLowTokyo, Mexico2026-10-22