Fund shareholders of STEREOTAXIS INC
ISIN US85916J4094 · United States · LEI 549300KPNOKI02O2ZP21
- Fund shareholders
- 71
- Of which ETFs
- 8 63 other funds
- Value held
- 15.5M $
- Share of capital
- 9.1 % of 100.2M shares on Jul 31, 2026
| Fund | Shares | Value | Weight in fund | Share of capital | |
|---|---|---|---|---|---|
| VANGUARD TOTAL STOCK MARKET INDEX FUND VANGUARD INDEX FUNDS | 1,983,686 | 3.4M $ | 0.00 % | 1.98 % | as of Jun 30, 2026 ↗ |
| iShares Russell 2000 ETF iShares Trust | 1,634,591 | 2.8M $ | 0.00 % | 1.63 % | as of Jun 30, 2026 ↗ |
| VANGUARD EXTENDED MARKET INDEX FUND VANGUARD INDEX FUNDS | 985,512 | 1.7M $ | 0.00 % | 0.98 % | as of Jun 30, 2026 ↗ |
| Fidelity Small Cap Index Fund Fidelity Salem Street Trust | 733,836 | 924.6K $ | 0.00 % | 0.73 % | as of Jul 31, 2026 ↗ |
| iShares Russell 2000 Growth ETF iShares Trust | 640,255 | 1.1M $ | 0.01 % | 0.64 % | as of Jun 30, 2026 ↗ |
| AlphaCentric Robotics and Automation Fund MUTUAL FUND SERIES TRUST | 600,000 | 1M $ | 3.87 % | 0.60 % | as of Jun 30, 2026 ↗ |
| Fidelity Extended Market Index Fund Fidelity Concord Street Trust | 437,373 | 866K $ | 0.00 % | 0.44 % | as of May 31, 2026 ↗ |
| VANGUARD RUSSELL 2000 INDEX FUND VANGUARD SCOTTSDALE FUNDS | 318,322 | 630.3K $ | 0.00 % | 0.32 % | as of May 31, 2026 ↗ |
| iShares Micro-Cap ETF iShares Trust | 228,492 | 393K $ | 0.03 % | 0.23 % | as of Jun 30, 2026 ↗ |
| Schwab Small-Cap Index Fund SCHWAB CAPITAL TRUST | 164,422 | 207.2K $ | 0.00 % | 0.16 % | as of Jul 31, 2026 ↗ |
| Fidelity Total Market Index Fund Fidelity Concord Street Trust | 147,741 | 292.5K $ | 0.00 % | 0.15 % | as of May 31, 2026 ↗ |
| Ultra-Small Company Market Fund Bridgeway Funds, Inc. | 127,100 | 218.6K $ | 0.15 % | 0.13 % | as of Jun 30, 2026 ↗ |
| Fidelity Series Total Market Index Fund Fidelity Concord Street Trust | 124,229 | 246K $ | 0.00 % | 0.12 % | as of May 31, 2026 ↗ |
| Goldman Sachs Absolute Return Tracker Fund GOLDMAN SACHS TRUST | 109,607 | 188.5K $ | 0.00 % | 0.11 % | as of Jun 30, 2026 ↗ |
| Master Small Cap Index Series Quantitative Master Series LLC | 100,304 | 172.5K $ | 0.00 % | 0.10 % | as of Jun 30, 2026 ↗ |
| Nuveen Small Cap Blend Index Fund TIAA-CREF Funds | 73,990 | 93.2K $ | 0.00 % | 0.07 % | as of Jul 31, 2026 ↗ |
| Fidelity Small Cap Growth Index Fund Fidelity Salem Street Trust | 63,199 | 108.7K $ | 0.01 % | 0.06 % | as of Jun 30, 2026 ↗ |
| EQ/2000 Managed Volatility Portfolio EQ Advisors Trust | 63,157 | 108.6K $ | 0.00 % | 0.06 % | as of Jun 30, 2026 ↗ |
| VANGUARD RUSSELL 2000 GROWTH INDEX FUND VANGUARD SCOTTSDALE FUNDS | 52,938 | 104.8K $ | 0.01 % | 0.05 % | as of May 31, 2026 ↗ |
| LVIP State Street Small-Cap Index Fund LINCOLN VARIABLE INSURANCE PRODUCTS TRUST | 43,500 | 74.8K $ | 0.00 % | 0.04 % | as of Jun 30, 2026 ↗ |
| Fidelity ZERO Total Market Index Fund Fidelity Concord Street Trust | 43,108 | 54.3K $ | 0.00 % | 0.04 % | as of Jul 31, 2026 ↗ |
| VANGUARD BALANCED INDEX FUND VANGUARD VALLEY FORGE FUNDS | 40,691 | 70K $ | 0.00 % | 0.04 % | as of Jun 30, 2026 ↗ |
| VANGUARD INSTITUTIONAL TOTAL STOCK MARKET INDEX FUND VANGUARD INSTITUTIONAL INDEX FUNDS | 34,931 | 60.1K $ | 0.00 % | 0.03 % | as of Jun 30, 2026 ↗ |
| Global X Russell 2000 ETF GLOBAL X FUNDS | 32,568 | 41K $ | 0.00 % | 0.03 % | as of Jul 31, 2026 ↗ |
| Ultra-Small Company Fund Bridgeway Funds, Inc. | 32,375 | 55.7K $ | 0.06 % | 0.03 % | as of Jun 30, 2026 ↗ |
| Fidelity ZERO Extended Market Index Fund Fidelity Concord Street Trust | 28,245 | 35.6K $ | 0.00 % | 0.03 % | as of Jul 31, 2026 ↗ |
| Small Cap Index Fund Northern Funds | 26,120 | 44.9K $ | 0.00 % | 0.03 % | as of Jun 30, 2026 ↗ |
| Small Cap Index Fund VALIC Co I | 23,285 | 46.1K $ | 0.00 % | 0.02 % | as of May 31, 2026 ↗ |
| STATE STREET SMALL/MID CAP EQUITY INDEX PORTFOLIO STATE STREET INSTITUTIONAL INVESTMENT TRUST | 20,200 | 34.7K $ | 0.00 % | 0.02 % | as of Jun 30, 2026 ↗ |
| Small-Cap Index Portfolio PACIFIC SELECT FUND | 16,233 | 27.9K $ | 0.00 % | 0.02 % | as of Jun 30, 2026 ↗ |
| 1290 VT Micro Cap Portfolio EQ Advisors Trust | 15,379 | 26.5K $ | 0.01 % | 0.02 % | as of Jun 30, 2026 ↗ |
| Fidelity Flex Small Cap Index Fund Fidelity Salem Street Trust | 14,560 | 18.3K $ | 0.00 % | 0.01 % | as of Jul 31, 2026 ↗ |
| ATM Small Cap Managed Volatility Portfolio EQ Advisors Trust | 13,764 | 23.7K $ | 0.00 % | 0.01 % | as of Jun 30, 2026 ↗ |
| NVIT Small Cap Index Fund Nationwide Variable Insurance Trust | 13,190 | 22.7K $ | 0.00 % | 0.01 % | as of Jun 30, 2026 ↗ |
| EQ/Small Company Index Portfolio EQ Advisors Trust | 12,390 | 21.3K $ | 0.00 % | 0.01 % | as of Jun 30, 2026 ↗ |
| Bridge Builder Small/Mid Cap Growth Fund Bridge Builder Trust | 9,899 | 17K $ | 0.00 % | 0.01 % | as of Jun 30, 2026 ↗ |
| Victory Extended Market Index Fund Victory Portfolios III | 9,499 | 12K $ | 0.00 % | 0.01 % | as of Jul 31, 2026 ↗ |
| EQ/AB Small Cap Growth Portfolio EQ Advisors Trust | 9,390 | 16.2K $ | 0.00 % | 0.01 % | as of Jun 30, 2026 ↗ |
| iShares Russell Small/Mid-Cap Index Fund BlackRock Funds | 9,381 | 11.8K $ | 0.00 % | 0.01 % | as of Jul 31, 2026 ↗ |
| DWS Small Cap Index VIP DEUTSCHE DWS INVESTMENTS VIT FUNDS | 8,864 | 15.2K $ | 0.00 % | 0.01 % | as of Jun 30, 2026 ↗ |
| EQ/Morgan Stanley Small Cap Growth Portfolio EQ Advisors Trust | 7,720 | 13.3K $ | 0.00 % | 0.01 % | as of Jun 30, 2026 ↗ |
| T. Rowe Price Small-Cap Index Fund T. ROWE PRICE INDEX TRUST, INC. | 6,965 | 12K $ | 0.00 % | 0.01 % | as of Jun 30, 2026 ↗ |
| BlackRock Small Cap Index V.I. Fund BlackRock Variable Series Funds, Inc. | 6,854 | 11.8K $ | 0.00 % | 0.01 % | as of Jun 30, 2026 ↗ |
| SA Small Cap Index Portfolio SUNAMERICA SERIES TRUST | 6,634 | 8.4K $ | 0.00 % | 0.01 % | as of Jul 31, 2026 ↗ |
| PD Small-Cap Growth Index Portfolio PACIFIC SELECT FUND | 6,276 | 10.8K $ | 0.01 % | 0.01 % | as of Jun 30, 2026 ↗ |
| VIP Extended Market Index Portfolio Variable Insurance Products Fund II | 5,944 | 10.2K $ | 0.00 % | 0.01 % | as of Jun 30, 2026 ↗ |
| CVT Russell 2000 Small Cap Index Portfolio Calvert Variable Trust, Inc. | 5,370 | 9.2K $ | 0.00 % | 0.01 % | as of Jun 30, 2026 ↗ |
| VANGUARD RUSSELL 3000 INDEX FUND VANGUARD SCOTTSDALE FUNDS | 5,369 | 10.6K $ | 0.00 % | 0.01 % | as of May 31, 2026 ↗ |
| Nationwide Small Cap Index Fund Nationwide Mutual Funds | 4,929 | 6.2K $ | 0.00 % | 0.00 % | as of Jul 31, 2026 ↗ |
| Venerable Small Cap Index Fund Venerable Variable Insurance Trust | 4,743 | 8.2K $ | 0.00 % | 0.00 % | as of Jun 30, 2026 ↗ |
| SmallCap Growth Fund I Principal Funds, Inc | 4,266 | 5.4K $ | 0.00 % | 0.00 % | as of Jul 31, 2026 ↗ |
| VANGUARD RUSSELL 2000 VALUE INDEX FUND VANGUARD SCOTTSDALE FUNDS | 3,268 | 6.5K $ | 0.00 % | 0.00 % | as of May 31, 2026 ↗ |
| ProShares Russell 2000 High Income ETF ProShares Trust | 2,925 | 5.8K $ | 0.00 % | 0.00 % | as of May 31, 2026 ↗ |
| Destinations Small-Mid Cap Equity Fund Brinker Capital Destinations Trust | 2,874 | 5.7K $ | 0.00 % | 0.00 % | as of May 31, 2026 ↗ |
| ProShares UltraPro Russell2000 ProShares Trust | 2,311 | 4.6K $ | 0.00 % | 0.00 % | as of May 31, 2026 ↗ |
| Penn Series Small Cap Index Fund Penn Series Funds Inc | 2,300 | 4K $ | 0.00 % | 0.00 % | as of Jun 30, 2026 ↗ |
| ProShares Ultra Russell2000 ProShares Trust | 2,288 | 4.5K $ | 0.00 % | 0.00 % | as of May 31, 2026 ↗ |
| VIP Total Market Index Portfolio Variable Insurance Products Fund II | 2,064 | 3.6K $ | 0.00 % | 0.00 % | as of Jun 30, 2026 ↗ |
| Morgan Stanley Pathway Small-Mid Cap Equity ETF MORGAN STANLEY PATHWAY FUNDS | 1,846 | 3.7K $ | 0.00 % | 0.00 % | as of May 31, 2026 ↗ |
| State Street Total Return V.I.S. Fund STATE STREET VARIABLE INSURANCE SERIES FUNDS INC | 1,739 | 3K $ | 0.00 % | 0.00 % | as of Jun 30, 2026 ↗ |
| ULTRA SMALL CAP PROFUND ProFunds | 877 | 1.1K $ | 0.00 % | 0.00 % | as of Jul 31, 2026 ↗ |
| EQ/Franklin Small Cap Value Managed Volatility Portfolio EQ Advisors Trust | 853 | 1.5K $ | 0.00 % | 0.00 % | as of Jun 30, 2026 ↗ |
| Russell 2000 2x Strategy Fund Rydex Dynamic Funds | 367 | 631.2 $ | 0.00 % | 0.00 % | as of Jun 30, 2026 ↗ |
| PROFUND VP ULTRA SMALL CAP ProFunds | 280 | 481.6 $ | 0.00 % | 0.00 % | as of Jun 30, 2026 ↗ |
| PROFUND VP SMALL CAP ProFunds | 183 | 314.8 $ | 0.00 % | 0.00 % | as of Jun 30, 2026 ↗ |
| Russell 2000 Fund Rydex Series Funds | 169 | 290.7 $ | 0.00 % | 0.00 % | as of Jun 30, 2026 ↗ |
| Russell 2000 1.5x Strategy Fund Rydex Series Funds | 101 | 173.7 $ | 0.00 % | 0.00 % | as of Jun 30, 2026 ↗ |
| ProShares Hedge Replication ETF ProShares Trust | 58 | 114.8 $ | 0.00 % | 0.00 % | as of May 31, 2026 ↗ |
| SMALL-CAP PROFUND ProFunds | 58 | 73.1 $ | 0.00 % | 0.00 % | as of Jul 31, 2026 ↗ |
| Russell 2000(R) 1.5x Strategy Fund Rydex Variable Trust | 19 | 32.7 $ | 0.00 % | 0.00 % | as of Jun 30, 2026 ↗ |
| ProShares Russell 2000 Dynamic Buffer ETF ProShares Trust | 18 | 35.6 $ | 0.00 % | 0.00 % | as of May 31, 2026 ↗ |
The funds most exposed to it
The weight is the share of a fund's net assets. The holders table ranks funds by number of shares. This one ranks them by the weight of the company in each fund.
| Fund | Weight in fund | |
|---|---|---|
| AlphaCentric Robotics and Automation Fund MUTUAL FUND SERIES TRUST | 3.87 % | as of Jun 30, 2026 ↗ |
| Ultra-Small Company Market Fund Bridgeway Funds, Inc. | 0.15 % | as of Jun 30, 2026 ↗ |
| Ultra-Small Company Fund Bridgeway Funds, Inc. | 0.06 % | as of Jun 30, 2026 ↗ |
| iShares Micro-Cap ETF iShares Trust | 0.03 % | as of Jun 30, 2026 ↗ |
| 1290 VT Micro Cap Portfolio EQ Advisors Trust | 0.01 % | as of Jun 30, 2026 ↗ |
| iShares Russell 2000 Growth ETF iShares Trust | 0.01 % | as of Jun 30, 2026 ↗ |
| PD Small-Cap Growth Index Portfolio PACIFIC SELECT FUND | 0.01 % | as of Jun 30, 2026 ↗ |
| Fidelity Small Cap Growth Index Fund Fidelity Salem Street Trust | 0.01 % | as of Jun 30, 2026 ↗ |
| VANGUARD RUSSELL 2000 GROWTH INDEX FUND VANGUARD SCOTTSDALE FUNDS | 0.01 % | as of May 31, 2026 ↗ |
| Fidelity Flex Small Cap Index Fund Fidelity Salem Street Trust | 0.00 % | as of Jul 31, 2026 ↗ |
Quarter after quarter
Each row is one quarter of SEC filings, newest first. The change compares each quarter with the one before.
| Quarter | Shareholders | Change | Shares | Change |
|---|---|---|---|---|
| 2026Q3 | 71 | -6 | 9,135,994 | +2.6 % |
| 2026Q2 | 77 | +3 | 8,903,275 | +4.5 % |
| 2026Q1 | 74 | -3 | 8,517,073 | +3.3 % |
| 2025Q4 | 77 | +4 | 8,247,001 | -1.8 % |
| 2025Q3 | 73 | -3 | 8,399,730 | -1.9 % |
| 2025Q2 | 76 | +4 | 8,563,646 | +1.9 % |
| 2025Q1 | 72 | 0 | 8,405,445 | +6.4 % |
| 2024Q4 | 72 | +37 | 7,896,311 | +48.5 % |
| 2024Q3 | 35 | +16 | 5,317,280 | +20.2 % |
| 2024Q2 | 19 | 0 | 4,422,121 | +5.5 % |
| 2024Q1 | 19 | 0 | 4,189,717 | +9.1 % |
| 2023Q4 | 19 | 3,841,272 |
Institutional managers
110 managers declare this company to the SEC (Form 13F). The table shows the 25 largest.
| Manager | Shares | Value | |
|---|---|---|---|
| DAFNA Capital Management LLC | 13,680,554 | 25.2M $ | as of Mar 31, 2026 |
| Lagoda Investment Management, L.P. | 4,350,400 | 8M $ | as of Mar 31, 2026 |
| BlackRock, Inc. | 3,956,243 | 7.3M $ | as of Mar 31, 2026 |
| Arbiter Partners Capital Management LLC | 2,883,856 | 5.3M $ | as of Mar 31, 2026 |
| GEODE CAPITAL MANAGEMENT, LLC | 1,675,408 | 3.1M $ | as of Mar 31, 2026 |
| ESSEX INVESTMENT MANAGEMENT CO LLC | 1,590,101 | 2.9M $ | as of Mar 31, 2026 |
| Archon Capital Management LLC | 1,226,044 | 2.3M $ | as of Mar 31, 2026 |
| Warberg Asset Management LLC | 1,094,123 | 2M $ | as of Mar 31, 2026 |
| STATE STREET CORP | 957,768 | 1.8M $ | as of Mar 31, 2026 |
| AlphaCentric Advisors LLC | 600,000 | 1.1M $ | as of Mar 31, 2026 |
| Bank Julius Baer & Co. Ltd, Zurich | 540,529 | 994.6K $ | as of Mar 31, 2026 |
| SEI INVESTMENTS CO | 518,884 | 954.7K $ | as of Mar 31, 2026 |
| Legato Capital Management LLC | 497,523 | 915.4K $ | as of Mar 31, 2026 |
| NORTHERN TRUST CORP | 496,926 | 914.3K $ | as of Mar 31, 2026 |
| Sequoia Financial Advisors, LLC | 380,652 | 700.4K $ | as of Mar 31, 2026 |
| RENAISSANCE TECHNOLOGIES LLC | 372,600 | 685.6K $ | as of Mar 31, 2026 |
| GOLDMAN SACHS GROUP INC | 269,046 | 495K $ | as of Mar 31, 2026 |
| Prescott Group Capital Management, L.L.C. | 237,495 | 437K $ | as of Mar 31, 2026 |
| UBS Group AG | 237,278 | 436.6K $ | as of Mar 31, 2026 |
| BRIDGEWAY CAPITAL MANAGEMENT, LLC | 221,475 | 407.5K $ | as of Mar 31, 2026 |
| CAPTRUST FINANCIAL ADVISORS | 221,020 | 406.7K $ | as of Mar 31, 2026 |
| Independent Advisor Alliance | 200,985 | 369.8K $ | as of Mar 31, 2026 |
| Bank of New York Mellon Corp | 195,976 | 360.6K $ | as of Mar 31, 2026 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 172,747 | 317.9K $ | as of Mar 31, 2026 |
| ROYAL BANK OF CANADA | 161,183 | 297K $ | as of Mar 31, 2026 |
Declared shareholders of STEREOTAXIS INC
There is 1 beneficial ownership filing. These stakes do not add up. An asset manager that files includes its own funds, which already appear among the funds on this page.
| Shareholder | Declared stake | Shares | |
|---|---|---|---|
| Daniel Louis Kaufman | 5.90 % | 5,956,714 | as of Aug 12, 2026 · SCHEDULE 13G |
Cite this page
Titelia. "Fund shareholders of STEREOTAXIS INC". https://titelia.com/en/stocks/stereotaxis-inc-US85916J4094