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, Q4 2025
Institutional positions in Alphatec Holdings, Inc. as of Dec 31, 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
- 285
- +16 vs. Q3 2025
- Shares held
- 119.4M
- +11.9M (+11.1%) vs. Q3 2025
- Total value
- $2.51B
- +$949.5M (+60.7%) vs. Q3 2025
- New holders
- 44
- 100 more added
- Sold out
- 28
- 100 more reduced
6 institutions that held it in Q3 2025 haven't filed for Q4 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 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, Q4 2025
Shares, value and share of portfolio for each institution holding Alphatec Holdings, Inc.; share changes are against Q3 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Covestor Ltd | 10 | $0 | 0.00% | 00.0% | Unchanged |
| DV Trading LLC | 7 | $147 | 0.00% | +7 | New |
| SJS Investment Consulting Inc. | 13 | $274 | 0.00% | +13 | New |
| Private Trust Co NA | 14 | $295 | 0.00% | 00.0% | Unchanged |
| Godfrey Financial Associates, Inc. | 15 | $316 | 0.00% | +15 | New |
| Keating Financial Advisory Services, Inc. | 18 | $379 | 0.00% | +18 | New |
| Bare Financial Services, Inc | 24 | $505 | 0.00% | +24 | New |
| Clearstead Advisors, LLC | 31 | $653 | 0.00% | −811−96.3% | Reduced |
| TD Capital Management LLC | 43 | $905 | 0.00% | 00.0% | Unchanged |
| Sunbelt Securities, Inc. | 55 | $1.16K | 0.00% | 00.0% | Unchanged |
| Johnson Financial Group, Inc. | 93 | $1.96K | 0.00% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 100 | $2.10K | 0.00% | 00.0% | Unchanged |
| UMA Financial Services, Inc. | 101 | $2.13K | 0.00% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 105 | $2.21K | 0.00% | 00.0% | Unchanged |
| IFP Advisors, Inc | 118 | $2.48K | 0.00% | +70+145.8% | Added |
| Golden State Wealth Management, LLC | 144 | $3.03K | 0.00% | 00.0% | Unchanged |
| SBI Securities Co., Ltd. | 150 | $3.16K | 0.00% | +148+7,400.0% | Added |
| Smartleaf Asset Management LLC | 194 | $4.05K | 0.00% | +194 | New |
| True Wealth Design, LLC | 196 | $4.12K | 0.00% | −99−33.6% | Reduced |
| Jones Financial Companies LLLP | 199 | $4.19K | 0.00% | +9+4.7% | Added |
| Rothschild Investment LLC | 227 | $4.78K | 0.00% | +47+26.1% | Added |
| Global Retirement Partners, LLC | 299 | $6.29K | 0.00% | +49+19.6% | Added |
| Farther Finance Advisors, LLC | 329 | $6.92K | 0.00% | +160+94.7% | Added |
| Parallel Advisors, LLC | 335 | $7.05K | 0.00% | 00.0% | Unchanged |
| Huntington National Bank | 394 | $8.29K | 0.00% | +3+0.8% | Added |
| First Command Advisory Services, Inc. | 455 | $9.57K | 0.00% | 00.0% | Unchanged |
| Optiver Holding B.V. | 474 | $9.97K | 0.00% | −424−47.2% | Reduced |
| Elequin Capital LP | 529 | $11.1K | 0.00% | +529 | New |
| Versant Capital Management, Inc | 664 | $14.0K | 0.00% | 00.0% | Unchanged |
| GAMMA Investing LLC | 668 | $14.1K | 0.00% | +108+19.3% | Added |
| Quadrant Capital Group LLC | 696 | $14.6K | 0.00% | −121−14.8% | Reduced |
| Sterling Capital Management LLC | 781 | $16.4K | 0.00% | +500+177.9% | Added |
| Quarry LP | 917 | $19.3K | 0.00% | +917 | New |
| US Bancorp | 959 | $20.2K | 0.00% | 00.0% | Unchanged |
| Brown Brothers Harriman & Co | 1,000 | $21.0K | 0.00% | +1,000 | New |
| Signaturefd, LLC | 1,079 | $22.7K | 0.00% | +14+1.3% | Added |
| EverSource Wealth Advisors, LLC | 1,649 | $34.7K | 0.00% | +22+1.4% | Added |
| State of Wyoming | 1,766 | $37.2K | 0.00% | −14,669−89.3% | Reduced |
| Allworth Financial LP | 2,105 | $44.3K | 0.00% | +114+5.7% | Added |
| Comerica Bank | 2,283 | $48.0K | 0.00% | −342−13.0% | Reduced |
| Larson Financial Group LLC | 2,293 | $48.2K | 0.00% | −1,340−36.9% | Reduced |
| MAI Capital Management | 2,518 | $53.0K | 0.00% | +18+0.7% | Added |
| Northwestern Mutual Wealth Management Co | 2,571 | $54.1K | 0.00% | +1,571+157.1% | Added |
| MCF Advisors LLC | 2,790 | $58.7K | 0.00% | +155+5.9% | Added |
| SRS Capital Advisors, Inc. | 3,059 | $64.4K | 0.00% | −2,622−46.2% | Reduced |
| Innovative Advisory Group, LLC | 3,500 | $73.6K | 0.05% | 00.0% | Unchanged |
| Amalgamated Bank | 3,691 | $78.0K | 0.00% | +86+2.4% | Added |
| KBC Group NV | 4,118 | $87.0K | 0.00% | 00.0% | Unchanged |
| Essential Partners LLC | 4,138 | $87.1K | 0.03% | −105−2.5% | Reduced |
| China Universal Asset Management Co., Ltd. | 5,000 | $105.2K | 0.01% | 00.0% | Unchanged |
| Nisa Investment Advisors, LLC | 5,500 | $115.7K | 0.00% | −214−3.7% | Reduced |
| Newton One Investments LLC | 5,500 | $115.7K | 0.03% | 00.0% | Unchanged |
| Citigroup Inc | 6,100 | $128.3K | 0.00% | −7,008−53.5% | Reduced |
| Lazard Asset Management LLC | 6,965 | $146.5K | 0.00% | −16,691−70.6% | Reduced |
| RWM Asset Management, LLC | 10,000 | $156.8K | 0.02% | 00.0% | Unchanged |
| Acadian Asset Management LLC | 7,724 | $162.0K | 0.00% | +2,743+55.1% | Added |
| State of Alaska, Department of Revenue | 8,266 | $173.0K | 0.00% | 00.0% | Unchanged |
| CIBC Private Wealth Group, LLC | 8,895 | $187.2K | 0.00% | +91+1.0% | Added |
| Tidemark, LLC | 9,054 | $190.5K | 0.05% | 00.0% | Unchanged |
| Inceptionr LLC | 9,654 | $203.1K | 0.06% | −1,162−10.7% | Reduced |
| Ameritas Investment Partners, Inc. | 9,692 | $203.9K | 0.01% | 00.0% | Unchanged |
| Merit Financial Group, LLC | 9,848 | $207.2K | 0.00% | +9,848 | New |
| Pathstone Holdings, LLC | 9,850 | $207.2K | 0.00% | −279−2.8% | Reduced |
| Park National Corp | 10,090 | $212.3K | 0.01% | 00.0% | Unchanged |
| Chilton Investment Co LLC | 10,325 | $217.2K | 0.00% | 00.0% | Unchanged |
| Stephens Inc | 10,473 | $220.4K | 0.00% | −2,979−22.1% | Reduced |
| R Squared Ltd | 10,482 | $220.5K | 0.10% | +10,482 | New |
| EntryPoint Capital, LLC | 10,634 | $223.7K | 0.09% | −10,509−49.7% | Reduced |
| Argent Trust Co | 10,671 | $224.5K | 0.01% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 10,882 | $229.0K | 0.01% | +5,432+99.7% | Added |
| Van Eck Associates Corp | 11,318 | $238.0K | 0.00% | +2,342+26.1% | Added |
| Atlas Brown,Inc. | 11,506 | $242.1K | 0.07% | 00.0% | Unchanged |
| Avidian Wealth Solutions, LLC | 11,543 | $242.9K | 0.01% | +43+0.4% | Added |
| Quest Partners LLC | 12,069 | $253.9K | 0.01% | +1,799+17.5% | Added |
| PharVision Advisers, LLC | 12,179 | $256.2K | 0.13% | +12,179 | New |
| Entropy Technologies, LP | 12,593 | $265.0K | 0.01% | −9,858−43.9% | Reduced |
| M&T Bank Corp | 12,636 | $265.5K | 0.00% | +12,636 | New |
| Diversified Trust Co | 12,649 | $266.1K | 0.00% | +1,868+17.3% | Added |
| Ballentine Partners, LLC | 12,772 | $268.7K | 0.00% | 00.0% | Unchanged |
| Net Worth Advisory Group | 12,982 | $273.1K | 0.06% | +9+0.1% | Added |
| Great West Life Assurance Co | 13,073 | $275.0K | 0.00% | +653+5.3% | Added |
| Victory Capital Management Inc | 13,316 | $280.2K | 0.00% | +384+3.0% | Added |
| Focus Financial Network, Inc. | 13,699 | $288.2K | 0.01% | 00.0% | Unchanged |
| Belpointe Asset Management LLC | 14,050 | $295.6K | 0.01% | 00.0% | Unchanged |
| Neo Ivy Capital Management | 14,589 | $307.0K | 0.05% | +13,747+1,632.7% | Added |
| Cambridge Investment Research Advisors, Inc. | 14,844 | $312.0K | 0.00% | +14,844 | New |
| Mariner, LLC | 14,943 | $314.3K | 0.00% | +14,943 | New |
| RiverPark Advisors, LLC | 15,035 | $316.3K | 0.09% | +1,591+11.8% | Added |
| Oppenheimer Asset Management Inc. | 15,075 | $317.2K | 0.00% | +1,353+9.9% | Added |
| Voloridge Investment Management, LLC | 15,242 | $320.7K | 0.00% | +15,242 | New |
| Third View Private Wealth, LLC | 15,921 | $335.0K | 0.05% | +15,921 | New |
| Quantinno Capital Management LP | 15,965 | $335.9K | 0.00% | +15,965 | New |
| Contravisory Investment Management, Inc. | 17,051 | $358.8K | 0.07% | −631−3.6% | Reduced |
| Pictet Asset Management Holding SA | 17,461 | $367.4K | 0.00% | +2,462+16.4% | Added |
| Eldridge Investment Advisors, Inc. | 17,585 | $370.0K | 0.08% | −11,600−39.7% | Reduced |
| Birchview Capital, LP | 18,058 | $379.9K | 0.22% | −14,942−45.3% | Reduced |
| BFSG, LLC | 18,789 | $395.3K | 0.04% | −8,511−31.2% | Reduced |
| Lighthouse Financial LLC | 18,970 | $399.1K | 0.26% | +18,970 | New |
| Atria Investments LLC | 19,795 | $416.5K | 0.00% | −3,270−14.2% | Reduced |
| Rhenman & Partners Asset Management AB | 20,000 | $420.8K | 0.04% | +2,000+11.1% | Added |