Stereotaxis, Inc.: which funds bought and sold

Institutions that bought and sold Stereotaxis shares in Q2 2026, from the holdings they reported to the SEC on Form 13F for March 31, 2026 and June 30, 2026.

Between March 31, 2026 and June 30, 2026, 57 institutions that filed 13F reports for both quarters added to or opened positions in Stereotaxis, and 38 cut or closed them. Together they added a net 182K shares, +0.4% on what they held at the start of the quarter. Active managers and hedge funds on our list were net sellers of 175K shares (−17.6%); index fund managers were net buyers of 822K shares (+7.3%). 13 opened a new position and 16 sold out entirely.

Bought, Q2 2026 57 institutions, 13 of them new holders Sold, Q2 2026 38 institutions, 16 of them sold out

Net change, all compared +182K shares (+0.4%)

Net change, active managers −175K shares (−17.6%), 7 bought, 7 sold

Buyers versus sellers

institutions compared, 123

57 bought 28 38 sold

Active managers and hedge funds 7 bought · 7 sold · −175K

Index fund managers 6 bought · 3 sold · +822K

Other institutions 44 bought · 28 sold · −465K

Biggest buyers

by change in shares held

Biggest buyers
Institution	Change in shares	Shares June 30, 2026	Value
Blackrock, Inc. Index funds	+441K +11.1%	4.4M	$7.6M
Geode Capital Management, LLC Index funds	+220K +13.1%	1.9M	$3.3M
Morgan Stanley	+201K +153.9%	332K	$571,226
Citadel Advisors LLC Hedge fund	+183K New position	183K	$314,910
AQR Capital Management LLC Hedge fund	+131K +201.2%	197K	$338,190
Vanguard Portfolio Management LLC Index funds	+95K +25.8%	464K	$797,358
Bank Of America Corp	+68K +135.8%	117K	$201,787
Deutsche Bank Ag\	+67K +6547.3%	68K	$116,164
Vanguard Fiduciary Trust Co Index funds	+59K +11.2%	589K	$1M
Vanguard Capital Management LLC Index funds	+47K +1.6%	3.0M	$5.2M
Wells Fargo & Company	+40K +174.9%	62K	$106,968
Northern Trust Corp Index funds	+33K +6.6%	530K	$911,076
Citigroup Inc	+29K +858.3%	32K	$55,036
Price T Rowe Associates Inc Active manager	+24K +20.3%	141K	$243,000
Bank Of New York Mellon Corp	+16K +8.0%	212K	$364,022
Warberg Asset Management LLC	+15K +1.3%	1.1M	$1.9M
UBS Group AG	+14K +5.9%	251K	$432,293
R Squared Ltd	+14K New position	14K	$23,611
Cerity Partners LLC	+14K New position	14K	$23,344
Verition Fund Management LLC Hedge fund	+13K +59.1%	35K	$60,200

Biggest buyers, active managers and hedge funds
Institution	Change in shares	Shares June 30, 2026	Value
Citadel Advisors LLC Hedge fund	+183K New position	183K	$314,910
AQR Capital Management LLC Hedge fund	+131K +201.2%	197K	$338,190
Price T Rowe Associates Inc Active manager	+24K +20.3%	141K	$243,000
Verition Fund Management LLC Hedge fund	+13K +59.1%	35K	$60,200
Quadrature Capital Ltd Hedge fund	+11K New position	11K	$18,414
Alliancebernstein L.P. Active manager	+8,000 +58.1%	22K	$40,075
Intech Investment Management LLC Active manager	+2,471 +14.7%	19K	$33,091

Biggest sellers

by change in shares held

Biggest sellers
Institution	Change in shares	Shares June 30, 2026	Value
Renaissance Technologies LLC Hedge fund	−357K −95.9%	15K	$26,488
Sei Investments Co	−284K −54.8%	235K	$403,533
Lagoda Investment Management, L.P.	−228K −5.2%	4.1M	$7.1M
Captrust Financial Advisors	−221K Sold out	0	—
Millennium Management LLC Hedge fund	−69K Sold out	0	—
Essex Investment Management Co LLC	−68K −4.3%	1.5M	$2.6M
Bridgeway Capital Management, LLC Active manager	−48K −21.5%	174K	$298,893
Xtx Topco Ltd	−45K Sold out	0	—
Envestnet Asset Management Inc	−44K −32.6%	92K	$157,514
State Street Corp Index funds	−41K −4.3%	917K	$1.6M
Goldman Sachs Group Inc	−34K −12.7%	235K	$404,151
Charles Schwab Investment Management Inc Index funds	−29K −16.5%	144K	$247,966
Qube Research & Technologies Ltd Hedge fund	−28K Sold out	0	—
Squarepoint Ops LLC Hedge fund	−24K Sold out	0	—
Manufacturers Life Insurance Company, The	−19K Sold out	0	—
Polar Capital Holdings PLC Active manager	−18K Sold out	0	—
Tradewinds Capital Management, LLC	−14K Sold out	0	—
Abel Hall, LLC	−11K Sold out	0	—
Daytona Street Capital LLC	−10K Sold out	0	—
Z3 Capital Partners, LLC	−9,000 −26.5%	25K	$43,000

Biggest sellers, active managers and hedge funds
Institution	Change in shares	Shares June 30, 2026	Value
Renaissance Technologies LLC Hedge fund	−357K −95.9%	15K	$26,488
Millennium Management LLC Hedge fund	−69K Sold out	0	—
Bridgeway Capital Management, LLC Active manager	−48K −21.5%	174K	$298,893
Qube Research & Technologies Ltd Hedge fund	−28K Sold out	0	—
Squarepoint Ops LLC Hedge fund	−24K Sold out	0	—
Polar Capital Holdings PLC Active manager	−18K Sold out	0	—
FMR LLC Active manager	−4,160 −14.4%	25K	$42,656

New positions

largest by value

Institution	Shares	Value June 30, 2026
Citadel Advisors LLCHedge fund	183K	$314,910
R Squared Ltd	14K	$23,611
Cerity Partners LLC	14K	$23,344
Quadrature Capital LtdHedge fund	11K	$18,414
Pasadena Private Wealth, LLC	10K	$17,200
Simplex Trading, LLC	2,880	$4,953
Arax Advisory Partners	1,420	$2,443
Integrated Wealth Concepts LLC	550	$946
Massmutual Private Wealth & Trust, Fsb	467	$803
Rossby Financial, Lcc	312	$537

Sold out

largest by value

Institution	Shares	Value March 31, 2026
Captrust Financial Advisors	221K	$406,675
Millennium Management LLCHedge fund	69K	$126,253
Xtx Topco Ltd	45K	$82,020
Qube Research & Technologies LtdHedge fund	28K	$51,548
Squarepoint Ops LLCHedge fund	24K	$43,991
Manufacturers Life Insurance Company, The	19K	$35,451
Polar Capital Holdings PLCActive manager	18K	$32,504
Tradewinds Capital Management, LLC	14K	$25,024
Abel Hall, LLC	11K	$19,920
Daytona Street Capital LLC	10K	$18,850

Who holds the shares

13F holdings at June 30, 2026

Institutions reporting: 107
Ten largest holders: 81.8%
Index fund managers: 28.5%
Active managers and hedge funds: 1.9%

Buying and selling by type of institution, March 31, 2026 to June 30, 2026
Type	Bought	Sold	New	Sold out	Net change in shares	Net %
Active managers and hedge funds	7	7	2	4	−175K	−17.6%
Index fund managers	6	3	0	0	+822K	+7.3%
Other institutions	44	28	11	12	−465K	−1.6%

Active managers and hedge funds: a list we maintain of about 400 well-known stock-picking firms and hedge funds, matched by SEC registration number (CIK) and checked against the filer names each quarter. Index fund managers: the large index houses, such as BlackRock, Vanguard, State Street, Geode and Northern Trust. Every other filer (banks, brokers, wealth managers, pension funds, insurers and firms not on the list) counts as another institution. A firm that files under several SEC registrations appears once for each.

What these filings can and cannot tell you

Form 13F lists the long positions in US-listed shares held by investment managers with more than $100 million in such holdings. Managers file it up to 45 days after each quarter ends, so this page shows what funds held at the end of each quarter, not what they are doing now: a position may have changed since. Short positions, most derivatives and smaller managers are not included, and a cut can mean a fund lost clients or rebalanced rather than a view on Stereotaxis.

Only managers that filed a holdings report for both quarters are compared (123 here). 3 other holders are left out: first-time or late filers, firms that changed their SEC registration, and filings that withheld positions under confidential treatment, any of which would otherwise look like a new position or a sale. Figures are as reported by each manager in the SEC's quarterly 13F data sets; option positions are excluded.

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