Fund shareholders of Stereotaxis Inc
ISIN US85916J4094 · United States · LEI 549300KPNOKI02O2ZP21
- Fund shareholders
- 77
- Of which ETFs
- 9 68 other funds
- Value held
- 16.8M $
- Share of capital
- 8.9 % 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 | 1,915,013 | 3.5M $ | 0.00 % | 1.91 % | as of Mar 31, 2026 ↗ |
| iShares Russell 2000 ETF iShares Trust | 1,447,358 | 2.7M $ | 0.00 % | 1.44 % | as of Mar 31, 2026 ↗ |
| VANGUARD EXTENDED MARKET INDEX FUND VANGUARD INDEX FUNDS | 1,007,409 | 1.9M $ | 0.00 % | 1.01 % | as of Mar 31, 2026 ↗ |
| Fidelity Small Cap Index Fund Fidelity Salem Street Trust | 605,049 | 1.1M $ | 0.00 % | 0.60 % | as of Apr 30, 2026 ↗ |
| AlphaCentric Robotics and Automation Fund MUTUAL FUND SERIES TRUST | 600,000 | 1.1M $ | 5.07 % | 0.60 % | as of Mar 31, 2026 ↗ |
| iShares Russell 2000 Growth ETF iShares Trust | 455,007 | 837.2K $ | 0.01 % | 0.45 % | as of Mar 31, 2026 ↗ |
| Fidelity Extended Market Index Fund Fidelity Concord Street Trust | 440,873 | 952.3K $ | 0.00 % | 0.44 % | as of Feb 28, 2026 ↗ |
| 1290 Essex Small Cap Growth Fund 1290 Funds | 370,292 | 692.4K $ | 0.62 % | 0.37 % | as of Apr 30, 2026 ↗ |
| VANGUARD RUSSELL 2000 INDEX FUND VANGUARD SCOTTSDALE FUNDS | 298,839 | 645.5K $ | 0.00 % | 0.30 % | as of Feb 28, 2026 ↗ |
| iShares Micro-Cap ETF iShares Trust | 156,707 | 288.3K $ | 0.02 % | 0.16 % | as of Mar 31, 2026 ↗ |
| Fidelity Total Market Index Fund Fidelity Concord Street Trust | 147,741 | 319.1K $ | 0.00 % | 0.15 % | as of Feb 28, 2026 ↗ |
| Schwab Small-Cap Index Fund SCHWAB CAPITAL TRUST | 129,810 | 242.7K $ | 0.00 % | 0.13 % | as of Apr 30, 2026 ↗ |
| Ultra-Small Company Market Fund Bridgeway Funds, Inc. | 127,100 | 233.9K $ | 0.19 % | 0.13 % | as of Mar 31, 2026 ↗ |
| Fidelity Series Total Market Index Fund Fidelity Concord Street Trust | 116,534 | 251.7K $ | 0.00 % | 0.12 % | as of Feb 28, 2026 ↗ |
| Master Small Cap Index Series Quantitative Master Series LLC | 89,447 | 164.6K $ | 0.00 % | 0.09 % | as of Mar 31, 2026 ↗ |
| Ultra-Small Company Fund Bridgeway Funds, Inc. | 80,075 | 147.3K $ | 0.17 % | 0.08 % | as of Mar 31, 2026 ↗ |
| Nuveen Small Cap Blend Index Fund TIAA-CREF Funds | 73,990 | 138.4K $ | 0.00 % | 0.07 % | as of Apr 30, 2026 ↗ |
| Goldman Sachs Absolute Return Tracker Fund GOLDMAN SACHS TRUST | 63,982 | 117.7K $ | 0.00 % | 0.06 % | as of Mar 31, 2026 ↗ |
| EQ/2000 Managed Volatility Portfolio EQ Advisors Trust | 63,157 | 116.2K $ | 0.00 % | 0.06 % | as of Mar 31, 2026 ↗ |
| iShares Russell 2000 Value ETF iShares Trust | 56,656 | 104.2K $ | 0.00 % | 0.06 % | as of Mar 31, 2026 ↗ |
| VANGUARD RUSSELL 2000 GROWTH INDEX FUND VANGUARD SCOTTSDALE FUNDS | 51,319 | 110.8K $ | 0.01 % | 0.05 % | as of Feb 28, 2026 ↗ |
| Fidelity Small Cap Growth Index Fund Fidelity Salem Street Trust | 44,369 | 81.6K $ | 0.01 % | 0.04 % | as of Mar 31, 2026 ↗ |
| LVIP SSGA Small-Cap Index Fund LINCOLN VARIABLE INSURANCE PRODUCTS TRUST | 43,500 | 80K $ | 0.00 % | 0.04 % | as of Mar 31, 2026 ↗ |
| Fidelity ZERO Total Market Index Fund Fidelity Concord Street Trust | 43,108 | 80.6K $ | 0.00 % | 0.04 % | as of Apr 30, 2026 ↗ |
| Schwab Total Stock Market Index Fund SCHWAB CAPITAL TRUST | 42,696 | 79.8K $ | 0.00 % | 0.04 % | as of Apr 30, 2026 ↗ |
| VANGUARD BALANCED INDEX FUND VANGUARD VALLEY FORGE FUNDS | 40,691 | 74.9K $ | 0.00 % | 0.04 % | as of Mar 31, 2026 ↗ |
| Small Cap Index Fund Northern Funds | 35,555 | 65.4K $ | 0.00 % | 0.04 % | as of Mar 31, 2026 ↗ |
| VANGUARD INSTITUTIONAL TOTAL STOCK MARKET INDEX FUND VANGUARD INSTITUTIONAL INDEX FUNDS | 34,931 | 64.3K $ | 0.00 % | 0.03 % | as of Mar 31, 2026 ↗ |
| Fidelity ZERO Extended Market Index Fund Fidelity Concord Street Trust | 28,787 | 53.8K $ | 0.00 % | 0.03 % | as of Apr 30, 2026 ↗ |
| Global X Russell 2000 ETF GLOBAL X FUNDS | 26,633 | 49.8K $ | 0.00 % | 0.03 % | as of Apr 30, 2026 ↗ |
| Small Cap Index Fund VALIC Co I | 23,285 | 50.3K $ | 0.00 % | 0.02 % | as of Feb 28, 2026 ↗ |
| STATE STREET SMALL/MID CAP EQUITY INDEX PORTFOLIO STATE STREET INSTITUTIONAL INVESTMENT TRUST | 20,200 | 37.2K $ | 0.00 % | 0.02 % | as of Mar 31, 2026 ↗ |
| Small-Cap Index Portfolio PACIFIC SELECT FUND | 16,233 | 29.9K $ | 0.00 % | 0.02 % | as of Mar 31, 2026 ↗ |
| ATM Small Cap Managed Volatility Portfolio EQ Advisors Trust | 13,764 | 25.3K $ | 0.00 % | 0.01 % | as of Mar 31, 2026 ↗ |
| Small Cap Index Trust John Hancock Variable Insurance Trust | 13,424 | 24.7K $ | 0.00 % | 0.01 % | as of Mar 31, 2026 ↗ |
| NVIT Small Cap Index Fund Nationwide Variable Insurance Trust | 13,190 | 24.3K $ | 0.00 % | 0.01 % | as of Mar 31, 2026 ↗ |
| Fidelity Flex Small Cap Index Fund Fidelity Salem Street Trust | 12,327 | 23.1K $ | 0.01 % | 0.01 % | as of Apr 30, 2026 ↗ |
| 1290 VT Micro Cap Portfolio EQ Advisors Trust | 11,094 | 20.4K $ | 0.01 % | 0.01 % | as of Mar 31, 2026 ↗ |
| Bridge Builder Small/Mid Cap Growth Fund Bridge Builder Trust | 9,899 | 18.2K $ | 0.00 % | 0.01 % | as of Mar 31, 2026 ↗ |
| iShares Russell Small/Mid-Cap Index Fund BlackRock Funds | 9,381 | 17.5K $ | 0.00 % | 0.01 % | as of Apr 30, 2026 ↗ |
| Victory Extended Market Index Fund Victory Portfolios III | 8,868 | 16.6K $ | 0.00 % | 0.01 % | as of Apr 30, 2026 ↗ |
| DWS Small Cap Index VIP DEUTSCHE DWS INVESTMENTS VIT FUNDS | 8,864 | 16.3K $ | 0.00 % | 0.01 % | as of Mar 31, 2026 ↗ |
| EQ/Small Company Index Portfolio EQ Advisors Trust | 8,390 | 15.4K $ | 0.00 % | 0.01 % | as of Mar 31, 2026 ↗ |
| EQ/Morgan Stanley Small Cap Growth Portfolio EQ Advisors Trust | 7,720 | 14.2K $ | 0.00 % | 0.01 % | as of Mar 31, 2026 ↗ |
| T. Rowe Price Small-Cap Index Fund T. ROWE PRICE INDEX TRUST, INC. | 6,965 | 12.8K $ | 0.00 % | 0.01 % | as of Mar 31, 2026 ↗ |
| BlackRock Small Cap Index V.I. Fund BlackRock Variable Series Funds, Inc. | 6,854 | 12.6K $ | 0.00 % | 0.01 % | as of Mar 31, 2026 ↗ |
| SA Small Cap Index Portfolio SUNAMERICA SERIES TRUST | 6,634 | 12.4K $ | 0.00 % | 0.01 % | as of Apr 30, 2026 ↗ |
| Strategic Equity Allocation Trust John Hancock Variable Insurance Trust | 5,718 | 10.5K $ | 0.00 % | 0.01 % | as of Mar 31, 2026 ↗ |
| EQ/AB Small Cap Growth Portfolio EQ Advisors Trust | 5,390 | 9.9K $ | 0.00 % | 0.01 % | as of Mar 31, 2026 ↗ |
| CVT Russell 2000 Small Cap Index Portfolio Calvert Variable Trust, Inc. | 5,370 | 9.9K $ | 0.00 % | 0.01 % | as of Mar 31, 2026 ↗ |
| VANGUARD RUSSELL 3000 INDEX FUND VANGUARD SCOTTSDALE FUNDS | 5,369 | 11.6K $ | 0.00 % | 0.01 % | as of Feb 28, 2026 ↗ |
| Nationwide Small Cap Index Fund Nationwide Mutual Funds | 4,929 | 9.2K $ | 0.00 % | 0.00 % | as of Apr 30, 2026 ↗ |
| Venerable Small Cap Index Fund Venerable Variable Insurance Trust | 4,743 | 8.7K $ | 0.00 % | 0.00 % | as of Mar 31, 2026 ↗ |
| SmallCap Growth Fund I Principal Funds, Inc | 4,266 | 8K $ | 0.00 % | 0.00 % | as of Apr 30, 2026 ↗ |
| Fidelity Small Cap Value Index Fund Fidelity Salem Street Trust | 4,228 | 7.8K $ | 0.00 % | 0.00 % | as of Mar 31, 2026 ↗ |
| PD Small-Cap Growth Index Portfolio PACIFIC SELECT FUND | 3,767 | 6.9K $ | 0.01 % | 0.00 % | as of Mar 31, 2026 ↗ |
| ProShares Ultra Russell2000 ProShares Trust | 3,746 | 8.1K $ | 0.00 % | 0.00 % | as of Feb 28, 2026 ↗ |
| ProShares UltraPro Russell2000 ProShares Trust | 3,731 | 8.1K $ | 0.00 % | 0.00 % | as of Feb 28, 2026 ↗ |
| VANGUARD RUSSELL 2000 VALUE INDEX FUND VANGUARD SCOTTSDALE FUNDS | 3,128 | 6.8K $ | 0.00 % | 0.00 % | as of Feb 28, 2026 ↗ |
| Destinations Small-Mid Cap Equity Fund Brinker Capital Destinations Trust | 2,874 | 6.2K $ | 0.00 % | 0.00 % | as of Feb 28, 2026 ↗ |
| ProShares Russell 2000 High Income ETF ProShares Trust | 2,628 | 5.7K $ | 0.00 % | 0.00 % | as of Feb 28, 2026 ↗ |
| Penn Series Small Cap Index Fund Penn Series Funds Inc | 2,300 | 4.2K $ | 0.01 % | 0.00 % | as of Mar 31, 2026 ↗ |
| Morgan Stanley Pathway Small-Mid Cap Equity ETF MORGAN STANLEY PATHWAY FUNDS | 1,944 | 4.2K $ | 0.00 % | 0.00 % | as of Feb 28, 2026 ↗ |
| State Street Total Return V.I.S. Fund STATE STREET VARIABLE INSURANCE SERIES FUNDS INC | 1,739 | 3.2K $ | 0.00 % | 0.00 % | as of Mar 31, 2026 ↗ |
| EQ/Franklin Small Cap Value Managed Volatility Portfolio EQ Advisors Trust | 853 | 1.6K $ | 0.00 % | 0.00 % | as of Mar 31, 2026 ↗ |
| Small Cap Core Fund Northern Funds | 818 | 1.5K $ | 0.00 % | 0.00 % | as of Mar 31, 2026 ↗ |
| ULTRA SMALL CAP PROFUND ProFunds | 704 | 1.3K $ | 0.00 % | 0.00 % | as of Apr 30, 2026 ↗ |
| Russell 2000 2x Strategy Fund Rydex Dynamic Funds | 292 | 537.3 $ | 0.00 % | 0.00 % | as of Mar 31, 2026 ↗ |
| SmallCap Value Fund II Principal Funds, Inc | 231 | 432 $ | 0.00 % | as of Apr 30, 2026 ↗ | |
| PROFUND VP ULTRA SMALL CAP ProFunds | 208 | 382.7 $ | 0.00 % | 0.00 % | as of Mar 31, 2026 ↗ |
| PROFUND VP SMALL CAP ProFunds | 157 | 288.9 $ | 0.00 % | 0.00 % | as of Mar 31, 2026 ↗ |
| Russell 2000 Fund Rydex Series Funds | 134 | 246.6 $ | 0.00 % | 0.00 % | as of Mar 31, 2026 ↗ |
| SMALL-CAP PROFUND ProFunds | 113 | 211.3 $ | 0.00 % | 0.00 % | as of Apr 30, 2026 ↗ |
| Russell 2000 1.5x Strategy Fund Rydex Series Funds | 80 | 147.2 $ | 0.00 % | 0.00 % | as of Mar 31, 2026 ↗ |
| ProShares Hedge Replication ETF ProShares Trust | 62 | 133.9 $ | 0.00 % | 0.00 % | as of Feb 28, 2026 ↗ |
| ProShares Russell 2000 Dynamic Buffer ETF ProShares Trust | 18 | 38.9 $ | 0.00 % | 0.00 % | as of Feb 28, 2026 ↗ |
| Russell 2000(R) 1.5x Strategy Fund Rydex Variable Trust | 15 | 27.6 $ | 0.00 % | 0.00 % | as of Mar 31, 2026 ↗ |
The funds most exposed to it
The weight is the share of a fund's net assets. The holders table counts shares; this one measures what the company weighs inside each fund.
| Fund | Weight in fund | |
|---|---|---|
| AlphaCentric Robotics and Automation Fund MUTUAL FUND SERIES TRUST | 5.07 % | as of Mar 31, 2026 ↗ |
| 1290 Essex Small Cap Growth Fund 1290 Funds | 0.62 % | as of Apr 30, 2026 ↗ |
| Ultra-Small Company Market Fund Bridgeway Funds, Inc. | 0.19 % | as of Mar 31, 2026 ↗ |
| Ultra-Small Company Fund Bridgeway Funds, Inc. | 0.17 % | as of Mar 31, 2026 ↗ |
| iShares Micro-Cap ETF iShares Trust | 0.02 % | as of Mar 31, 2026 ↗ |
| 1290 VT Micro Cap Portfolio EQ Advisors Trust | 0.01 % | as of Mar 31, 2026 ↗ |
| VANGUARD RUSSELL 2000 GROWTH INDEX FUND VANGUARD SCOTTSDALE FUNDS | 0.01 % | as of Feb 28, 2026 ↗ |
| Fidelity Small Cap Growth Index Fund Fidelity Salem Street Trust | 0.01 % | as of Mar 31, 2026 ↗ |
| iShares Russell 2000 Growth ETF iShares Trust | 0.01 % | as of Mar 31, 2026 ↗ |
| PD Small-Cap Growth Index Portfolio PACIFIC SELECT FUND | 0.01 % | as of Mar 31, 2026 ↗ |
Quarter after quarter
Each SEC quarterly data set, newest first. The change is read against the quarter before it.
| Quarter | Shareholders | Change | Shares | Change |
|---|---|---|---|---|
| 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 25 largest follow.
| 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
1 beneficial ownership filing. These stakes do not add up: an asset manager filing aggregates its own funds, already counted above.
| Shareholder | Declared stake | Shares | |
|---|---|---|---|
| Lagoda Investment Management, L.P. | 4.50 % | 4,350,400 | as of Mar 31, 2026 · SCHEDULE 13G |
Cite this page
Titelia. "Fund shareholders of Stereotaxis Inc". https://titelia.com/en/stocks/stereotaxis-inc-US85916J4094