Alphatec Holdings, Inc.
ATEC- Exchange
- Nasdaq
- Industry
- Surgical & Medical Instruments & Apparatus
- SEC CIK
- 0001350653
In the last 90 days, Alphatec Holdings, Inc. insiders filed 1 open-market purchase and 1 sale; 267 institutions reported holding it in 13F filings for Q2 2026, worth $966.6M in total; no superinvestor holds it.
13F holders, Q3 2025
Institutional positions in Alphatec Holdings, Inc. as of Sep 30, 2025. Investment managers with $100 million or more in US stocks report their long positions on Form 13F within 45 days after each quarter ends. How 13F works
- Institutional holders
- 275
- +38 vs. Q2 2025
- Shares held
- 108.2M
- +7.24M (+7.2%) vs. Q2 2025
- Total value
- $1.57B
- +$454.5M (+40.6%) vs. Q2 2025
- New holders
- 61
- 88 more added
- Sold out
- 23
- 90 more reduced
2 institutions that held it in Q2 2025 haven't filed for Q3 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q2 2025: new holders, sold out and not filed yet
Holders and value by quarter
Institutions reporting ATEC on Form 13F each quarter since Q1 2021, and the total value they reported. Values are as of each quarter end, so they also move with the share price.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 267 | $966.6M |
| Q1 2026 | 285 | $1.23B |
| Q4 2025 | 285 | $2.51B |
| Q3 2025 | 275 | $1.57B |
| Q2 2025 | 239 | $1.12B |
| Q1 2025 | 231 | $898.8M |
| Q4 2024 | 229 | $778.1M |
| Q3 2024 | 216 | $461.3M |
| Q2 2024 | 218 | $976.4M |
| Q1 2024 | 224 | $1.26B |
| Q4 2023 | 206 | $1.37B |
| Q3 2023 | 201 | $904.8M |
| Q2 2023 | 209 | $1.25B |
| Q1 2023 | 184 | $919.9M |
| Q4 2022 | 182 | $666.3M |
| Q3 2022 | 164 | $447.7M |
| Q2 2022 | 161 | $329.9M |
| Q1 2022 | 162 | $609.7M |
| Q4 2021 | 172 | $611.1M |
| Q3 2021 | 165 | $648.0M |
| Q2 2021 | 153 | $681.7M |
| Q1 2021 | 158 | $692.0M |
Institutions, Q3 2025
Shares, value and share of portfolio for each institution holding Alphatec Holdings, Inc.; share changes are against Q2 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Atlas Brown,Inc. | 11,506 | $167.3K | 0.05% | +11,506 | New |
| Avidian Wealth Solutions, LLC | 11,500 | $167.2K | 0.01% | 00.0% | Unchanged |
| NBC Securities, Inc. | 11,032 | $160.4K | 0.01% | +5,073+85.1% | Added |
| Inceptionr LLC | 10,816 | $157.3K | 0.04% | −2,624−19.5% | Reduced |
| Diversified Trust Co | 10,781 | $156.8K | 0.00% | +10,781 | New |
| PKS Advisory Services, LLC | 10,751 | $156.3K | 0.04% | 00.0% | Unchanged |
| Wrapmanager Inc | 10,741 | $156.2K | 0.05% | −5,068−32.1% | Reduced |
| Argent Trust Co | 10,671 | $155.2K | 0.01% | +10,671 | New |
| Corton Capital Inc. | 10,606 | $154.2K | 0.38% | −8,551−44.6% | Reduced |
| Chilton Investment Co LLC | 10,325 | $150.1K | 0.00% | 00.0% | Unchanged |
| Virginia Retirement Systems Et Al | 10,300 | $149.8K | 0.00% | +10,300 | New |
| Quest Partners LLC | 10,270 | $149.3K | 0.01% | −1,742−14.5% | Reduced |
| Lee Financial Co | 10,215 | $148.5K | 0.02% | +10,215 | New |
| Pathstone Holdings, LLC | 10,129 | $147.3K | 0.00% | +10,129 | New |
| Park National Corp | 10,090 | $146.7K | 0.00% | +10,090 | New |
| RWM Asset Management, LLC | 10,000 | $145.4K | 0.02% | +10,000 | New |
| Ameritas Investment Partners, Inc. | 9,692 | $140.9K | 0.00% | −2,153−18.2% | Reduced |
| Shell Asset Management Co | 9,132 | $133.0K | 0.01% | −11,918−56.6% | Reduced |
| Tidemark, LLC | 9,054 | $131.6K | 0.04% | 00.0% | Unchanged |
| Van Eck Associates Corp | 8,976 | $131.0K | 0.00% | −435−4.6% | Reduced |
| CIBC Private Wealth Group, LLC | 8,804 | $128.0K | 0.00% | −3,700−29.6% | Reduced |
| State of Alaska, Department of Revenue | 8,266 | $120.0K | 0.00% | +8,266 | New |
| Nisa Investment Advisors, LLC | 5,714 | $83.1K | 0.00% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 5,681 | $82.6K | 0.00% | +5,511+3,241.8% | Added |
| Newton One Investments LLC | 5,500 | $80.0K | 0.02% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 5,450 | $79.2K | 0.00% | −9,365−63.2% | Reduced |
| FNY Investment Advisers, LLC | 5,090 | $74.0K | 0.02% | +5,090 | New |
| China Universal Asset Management Co., Ltd. | 5,000 | $72.7K | 0.01% | +5,000 | New |
| Acadian Asset Management LLC | 4,981 | $72.0K | 0.00% | +4,981 | New |
| Point72 Hong Kong Ltd | 4,524 | $65.8K | 0.00% | −10,232−69.3% | Reduced |
| Essential Partners LLC | 4,243 | $61.7K | 0.02% | +281+7.1% | Added |
| KBC Group NV | 4,118 | $60.0K | 0.00% | +4,118 | New |
| Larson Financial Group LLC | 3,633 | $52.8K | 0.00% | −143−3.8% | Reduced |
| Amalgamated Bank | 3,605 | $52.0K | 0.00% | 00.0% | Unchanged |
| Innovative Advisory Group, LLC | 3,500 | $50.9K | 0.03% | +1,000+40.0% | Added |
| MCF Advisors LLC | 2,635 | $38.3K | 0.00% | +200+8.2% | Added |
| Comerica Bank | 2,625 | $38.2K | 0.00% | −188−6.7% | Reduced |
| MAI Capital Management | 2,500 | $36.4K | 0.00% | 00.0% | Unchanged |
| Aster Capital Management (DIFC) Ltd | 2,314 | $33.6K | 0.02% | +2,314 | New |
| Allworth Financial LP | 1,991 | $28.9K | 0.00% | +156+8.5% | Added |
| EverSource Wealth Advisors, LLC | 1,627 | $23.7K | 0.00% | −22−1.3% | Reduced |
| Clear Street Markets LLC | 1,197 | $17.4K | 0.01% | +1,197 | New |
| Caitong International Asset Management Co., Ltd | 1,156 | $16.8K | 0.01% | +1,146+11,460.0% | Added |
| Signaturefd, LLC | 1,065 | $15.5K | 0.00% | 00.0% | Unchanged |
| Northwestern Mutual Wealth Management Co | 1,000 | $14.5K | 0.00% | −220−18.0% | Reduced |
| US Bancorp | 959 | $13.9K | 0.00% | −7,970−89.3% | Reduced |
| Optiver Holding B.V. | 898 | $13.1K | 0.00% | +898 | New |
| Clearstead Advisors, LLC | 842 | $12.2K | 0.00% | +87+11.5% | Added |
| Neo Ivy Capital Management | 842 | $12.2K | 0.00% | +842 | New |
| Quadrant Capital Group LLC | 817 | $11.9K | 0.00% | +817 | New |
| Versant Capital Management, Inc | 664 | $9.65K | 0.00% | 00.0% | Unchanged |
| GAMMA Investing LLC | 560 | $8.14K | 0.00% | +301+116.2% | Added |
| First Command Advisory Services, Inc. | 455 | $6.62K | 0.00% | +455 | New |
| Huntington National Bank | 391 | $5.68K | 0.00% | +391 | New |
| Parallel Advisors, LLC | 335 | $4.87K | 0.00% | 00.0% | Unchanged |
| Osterweis Capital Management Inc | 334 | $4.86K | 0.00% | −2,962−89.9% | Reduced |
| Walleye Trading LLC | 318 | $4.62K | 0.00% | +318 | New |
| True Wealth Design, LLC | 295 | $4.29K | 0.00% | +99+50.5% | Added |
| Sterling Capital Management LLC | 281 | $4.09K | 0.00% | +1+0.4% | Added |
| Global Retirement Partners, LLC | 250 | $3.63K | 0.00% | 00.0% | Unchanged |
| Jones Financial Companies LLLP | 190 | $2.85K | 0.00% | 00.0% | Unchanged |
| Rothschild Investment LLC | 180 | $2.62K | 0.00% | −60−25.0% | Reduced |
| Farther Finance Advisors, LLC | 169 | $2.46K | 0.00% | +15+9.7% | Added |
| Golden State Wealth Management, LLC | 144 | $2.09K | 0.00% | +144 | New |
| Parkside Financial Bank & Trust | 105 | $1.53K | 0.00% | 00.0% | Unchanged |
| UMA Financial Services, Inc. | 101 | $1.47K | 0.00% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 100 | $1.45K | 0.00% | 00.0% | Unchanged |
| Johnson Financial Group, Inc. | 93 | $1.35K | 0.00% | +93 | New |
| Sunbelt Securities, Inc. | 55 | $800 | 0.00% | +55 | New |
| IFP Advisors, Inc | 48 | $698 | 0.00% | −166−77.6% | Reduced |
| TD Capital Management LLC | 43 | $625 | 0.00% | 00.0% | Unchanged |
| Private Trust Co NA | 14 | $204 | 0.00% | +14 | New |
| SBI Securities Co., Ltd. | 2 | $29 | 0.00% | −142−98.6% | Reduced |
| Covestor Ltd | 10 | $0 | 0.00% | 00.0% | Unchanged |
| Colony Group, LLC | 9,461 | – | – | +9,461 | New |
| Balyasny Asset Management LLC | 0 | $0 | 0.00% | −719,469−100.0% | Sold out |
| Susquehanna International Group, LLP | 0 | $0 | 0.00% | −143,047−100.0% | Sold out |
| UBS Oconnor LLC | 0 | $0 | 0.00% | −119,094−100.0% | Sold out |
| Voloridge Investment Management, LLC | 0 | $0 | 0.00% | −70,453−100.0% | Sold out |
| Manatuck Hill Partners, LLC | 0 | $0 | 0.00% | −70,000−100.0% | Sold out |
| Dynamic Technology Lab Private Ltd | 0 | $0 | 0.00% | −59,641−100.0% | Sold out |
| Nebula Research & Development LLC | 0 | $0 | 0.00% | −54,286−100.0% | Sold out |
| Fox Run Management, L.L.C. | 0 | $0 | 0.00% | −42,414−100.0% | Sold out |
| Numerai GP LLC | 0 | $0 | 0.00% | −31,346−100.0% | Sold out |
| Options Solutions, LLC | 0 | $0 | 0.00% | −21,253−100.0% | Sold out |
| Mount Yale Investment Advisors, LLC | 0 | $0 | 0.00% | −20,651−100.0% | Sold out |
| HBK Sorce Advisory LLC | 0 | $0 | 0.00% | −20,430−100.0% | Sold out |
| Petrus Trust Company, LTA | 0 | $0 | 0.00% | −19,338−100.0% | Sold out |
| Bayesian Capital Management, LP | 0 | $0 | 0.00% | −15,600−100.0% | Sold out |
| Gradient Capital Advisors, LLC | 0 | $0 | 0.00% | −15,000−100.0% | Sold out |
| Mariner, LLC | 0 | $0 | 0.00% | −10,729−100.0% | Sold out |
| Pallas Capital Advisors LLC | 0 | $0 | 0.00% | −10,646−100.0% | Sold out |
| Virtu Financial LLC | 0 | $0 | 0.00% | −10,671−100.0% | Sold out |
| R Squared Ltd | 0 | $0 | 0.00% | −10,269−100.0% | Sold out |
| PEAK6 LLC | 0 | $0 | 0.00% | −4,292−100.0% | Sold out |
| Quarry LP | 0 | $0 | 0.00% | −198−100.0% | Sold out |
| Bryn Mawr Trust Co | 0 | $0 | 0.00% | −155−100.0% | Sold out |
| Principal Securities, Inc. | 0 | $0 | 0.00% | −61−100.0% | Sold out |
| Congress Wealth Management LLC | – | – | – | – | Not filed |
| CIBC World Markets Corp | – | – | – | – | Not filed |