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, Q1 2026
Institutional positions in Alphatec Holdings, Inc. as of Mar 31, 2026. 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
- +6 vs. Q4 2025
- Shares held
- 113.1M
- +2.53M (+2.3%) vs. Q4 2025
- Total value
- $1.23B
- −$1.09B (−47.0%) vs. Q4 2025
- New holders
- 56
- 109 more added
- Sold out
- 50
- 78 more reduced
6 institutions that held it in Q4 2025 haven't filed for Q1 2026 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 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, Q1 2026
Shares, value and share of portfolio for each institution holding Alphatec Holdings, Inc.; share changes are against Q4 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Covestor Ltd | 10 | $0 | 0.00% | 00.0% | Unchanged |
| Hughes Financial Services, LLC | 3 | $33 | 0.00% | +3 | New |
| Private Trust Co NA | 14 | $152 | 0.00% | 00.0% | Unchanged |
| Godfrey Financial Associates, Inc. | 15 | $163 | 0.00% | 00.0% | Unchanged |
| JPL Wealth Management, LLC | 18 | $196 | 0.00% | +18 | New |
| Sunbelt Securities, Inc. | 27 | $294 | 0.00% | −28−50.9% | Reduced |
| Investors Portfolio Services LLC | 43 | $328 | 0.00% | +43 | New |
| Clearstead Advisors, LLC | 31 | $338 | 0.00% | 00.0% | Unchanged |
| McGuire Capital Advisors Inc | 75 | $816 | 0.00% | +75 | New |
| Owl Creek Wealth Partners LLC | 100 | $1.09K | 0.00% | +100 | New |
| UMA Financial Services, Inc. | 101 | $1.10K | 0.00% | 00.0% | Unchanged |
| Root Financial Partners, LLC | 103 | $1.12K | 0.00% | +103 | New |
| Parkside Financial Bank & Trust | 105 | $1.14K | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 114 | $1.24K | 0.00% | +101+776.9% | Added |
| IFP Advisors, Inc | 118 | $1.28K | 0.00% | 00.0% | Unchanged |
| Elequin Capital LP | 127 | $1.38K | 0.00% | −402−76.0% | Reduced |
| Basecamp Wealth Advisors LLC | 168 | $1.83K | 0.00% | +168 | New |
| Wealth Preservation Advisors, LLC | 190 | $2.07K | 0.00% | +190 | New |
| True Wealth Design, LLC | 196 | $2.13K | 0.00% | 00.0% | Unchanged |
| GAMMA Investing LLC | 246 | $2.68K | 0.00% | −422−63.2% | Reduced |
| Caption Management, LLC | 300 | $3.26K | 0.00% | +300 | New |
| Millstone Evans Group, LLC | 365 | $3.97K | 0.00% | +365 | New |
| Steward Partners Investment Advisory, LLC | 381 | $4.14K | 0.00% | +281+281.0% | Added |
| Huntington National Bank | 392 | $4.26K | 0.00% | −2−0.5% | Reduced |
| Farther Finance Advisors, LLC | 410 | $4.62K | 0.00% | +81+24.6% | Added |
| First Command Advisory Services, Inc. | 455 | $4.95K | 0.00% | 00.0% | Unchanged |
| Lazard Asset Management LLC | 544 | $5.92K | 0.00% | −6,421−92.2% | Reduced |
| Bessemer Group Inc | 520 | $6.00K | 0.00% | +520 | New |
| Jones Financial Companies LLLP | 581 | $6.35K | 0.00% | +382+192.0% | Added |
| Optiver Holding B.V. | 590 | $6.42K | 0.00% | +116+24.5% | Added |
| Parallel Advisors, LLC | 598 | $6.51K | 0.00% | +263+78.5% | Added |
| Rothschild Investment LLC | 657 | $7.15K | 0.00% | +430+189.4% | Added |
| Quadrant Capital Group LLC | 696 | $7.57K | 0.00% | 00.0% | Unchanged |
| Sterling Capital Management LLC | 763 | $8.30K | 0.00% | −18−2.3% | Reduced |
| Brown Brothers Harriman & Co | 1,000 | $10.9K | 0.00% | 00.0% | Unchanged |
| Signaturefd, LLC | 1,065 | $11.6K | 0.00% | −14−1.3% | Reduced |
| Cassaday & Co Wealth Management LLC | 1,104 | $12.0K | 0.00% | +1,104 | New |
| Larson Financial Group LLC | 1,159 | $12.6K | 0.00% | −1,134−49.5% | Reduced |
| EverSource Wealth Advisors, LLC | 1,539 | $16.7K | 0.00% | −110−6.7% | Reduced |
| Northwestern Mutual Wealth Management Co | 1,935 | $21.1K | 0.00% | −636−24.7% | Reduced |
| Ensign Peak Advisors, Inc | 2,450 | $26.7K | 0.00% | +2,450 | New |
| SRS Capital Advisors, Inc. | 2,557 | $27.7K | 0.00% | −502−16.4% | Reduced |
| Clear Street Markets LLC | 2,694 | $29.3K | 0.01% | +2,694 | New |
| MCF Advisors LLC | 2,790 | $30.4K | 0.00% | 00.0% | Unchanged |
| US Bancorp | 3,248 | $35.3K | 0.00% | +2,289+238.7% | Added |
| Allworth Financial LP | 3,651 | $39.7K | 0.00% | +1,546+73.4% | Added |
| Essential Partners LLC | 3,969 | $43.2K | 0.01% | −169−4.1% | Reduced |
| KBC Group NV | 4,118 | $45.0K | 0.00% | 00.0% | Unchanged |
| Newton One Investments LLC | 5,500 | $59.8K | 0.02% | 00.0% | Unchanged |
| MAI Capital Management | 5,787 | $63.0K | 0.00% | +3,269+129.8% | Added |
| China Universal Asset Management Co., Ltd. | 6,400 | $69.6K | 0.01% | +1,400+28.0% | Added |
| Smartleaf Asset Management LLC | 6,780 | $74.6K | 0.00% | +6,586+3,394.8% | Added |
| Nisa Investment Advisors, LLC | 8,034 | $87.4K | 0.00% | +2,534+46.1% | Added |
| State of Alaska, Department of Revenue | 8,266 | $89.0K | 0.00% | 00.0% | Unchanged |
| Caitong International Asset Management Co., Ltd | 9,505 | $103.4K | 0.02% | +9,505 | New |
| Ameritas Investment Partners, Inc. | 9,692 | $105.4K | 0.00% | 00.0% | Unchanged |
| Bayforest Capital Ltd | 9,872 | $107.4K | 0.12% | +9,872 | New |
| RWM Asset Management, LLC | 10,000 | $108.8K | 0.01% | 00.0% | Unchanged |
| Park National Corp | 10,090 | $109.8K | 0.00% | 00.0% | Unchanged |
| Segment Wealth Management, LLC | 10,108 | $110.0K | 0.01% | −12,837−55.9% | Reduced |
| Chilton Investment Co LLC | 10,325 | $112.3K | 0.00% | 00.0% | Unchanged |
| Redhawk Wealth Advisors, Inc. | 10,335 | $112.4K | 0.01% | +10,335 | New |
| Walleye Trading LLC | 10,384 | $113.0K | 0.00% | +10,384 | New |
| Stephens Inc | 10,524 | $114.5K | 0.00% | +51+0.5% | Added |
| Lido Advisors, LLC | 10,612 | $115.5K | 0.00% | +10,612 | New |
| Argent Trust Co | 10,671 | $116.1K | 0.00% | 00.0% | Unchanged |
| Xponance, Inc. | 10,722 | $116.7K | 0.00% | +10,722 | New |
| Colony Group, LLC | 10,803 | $117.5K | 0.00% | +10,803 | New |
| Merit Financial Group, LLC | 11,257 | $122.5K | 0.00% | +1,409+14.3% | Added |
| Tower Research Capital LLC (TRC) | 11,351 | $123.5K | 0.00% | +469+4.3% | Added |
| Canada Pension Plan Investment Board | 11,400 | $124.0K | 0.00% | −166,700−93.6% | Reduced |
| Avidian Wealth Solutions, LLC | 11,554 | $125.7K | 0.00% | +11+0.1% | Added |
| M&T Bank Corp | 12,145 | $132.1K | 0.00% | −491−3.9% | Reduced |
| Ballentine Partners, LLC | 12,695 | $138.1K | 0.00% | −77−0.6% | Reduced |
| Victory Capital Management Inc | 12,991 | $141.3K | 0.00% | −325−2.4% | Reduced |
| Great West Life Assurance Co | 12,948 | $142.0K | 0.00% | −125−1.0% | Reduced |
| Third View Private Wealth, LLC | 13,694 | $149.0K | 0.02% | −2,227−14.0% | Reduced |
| Focus Financial Network, Inc. | 13,699 | $149.0K | 0.01% | 00.0% | Unchanged |
| Belpointe Asset Management LLC | 14,155 | $154.0K | 0.01% | +105+0.7% | Added |
| State of Wyoming | 14,302 | $155.6K | 0.02% | +12,536+709.9% | Added |
| Sentinus, LLC | 14,597 | $158.8K | 0.01% | +14,597 | New |
| RiverPark Advisors, LLC | 14,842 | $161.5K | 0.06% | −193−1.3% | Reduced |
| Diversified Trust Co | 14,876 | $161.8K | 0.00% | +2,227+17.6% | Added |
| PharVision Advisers, LLC | 15,222 | $165.6K | 1.68% | +3,043+25.0% | Added |
| Empirical Asset Management, LLC | 15,531 | $169.0K | 0.04% | +15,531 | New |
| Contravisory Investment Management, Inc. | 17,023 | $185.2K | 0.04% | −28−0.2% | Reduced |
| ProShare Advisors LLC | 17,032 | $185.3K | 0.00% | −4,438−20.7% | Reduced |
| Mirabella Financial Services LLP | 17,316 | $188.4K | 0.02% | +17,316 | New |
| Pictet Asset Management Holding SA | 17,461 | $190.0K | 0.00% | 00.0% | Unchanged |
| Eldridge Investment Advisors, Inc. | 17,585 | $191.3K | 0.04% | 00.0% | Unchanged |
| Sanctuary Advisors, LLC | 18,112 | $197.1K | 0.00% | +18,112 | New |
| D. E. Shaw & Co., Inc. | 18,522 | $201.5K | 0.00% | −251,591−93.1% | Reduced |
| Citigroup Inc | 18,775 | $204.3K | 0.00% | +12,675+207.8% | Added |
| BFSG, LLC | 18,789 | $204.4K | 0.02% | 00.0% | Unchanged |
| Lighthouse Financial LLC | 18,970 | $206.4K | 0.12% | 00.0% | Unchanged |
| Man Group plc | 18,971 | $206.4K | 0.00% | +18,971 | New |
| Van Eck Associates Corp | 19,354 | $211.0K | 0.00% | +8,036+71.0% | Added |
| AA Financial Advisors, LLC | 20,000 | $217.6K | 0.03% | +20,000 | New |
| Navellier & Associates Inc | 20,384 | $221.8K | 0.02% | −257−1.2% | Reduced |
| Vident Advisory, LLC | 20,605 | $224.2K | 0.00% | +20,605 | New |