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, Q2 2026
Institutional positions in Alphatec Holdings, Inc. as of Jun 30, 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
- 267
- −14 vs. Q1 2026
- Shares held
- 111.6M
- −1.37M (−1.2%) vs. Q1 2026
- Total value
- $966.6M
- −$264.3M (−21.5%) vs. Q1 2026
- New holders
- 39
- 107 more added
- Sold out
- 53
- 84 more reduced
4 institutions that held it in Q1 2026 haven't filed for Q2 2026 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2026: 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, Q2 2026
Shares, value and share of portfolio for each institution holding Alphatec Holdings, Inc.; share changes are against Q1 2026.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Investors Portfolio Services LLC | 4 | $35 | 0.00% | −39−90.7% | Reduced |
| Transamerica Financial Advisors, Inc. | 7 | $60 | 0.00% | +7 | New |
| Private Trust Co NA | 14 | $121 | 0.00% | 00.0% | Unchanged |
| Godfrey Financial Associates, Inc. | 15 | $130 | 0.00% | 00.0% | Unchanged |
| JPL Wealth Management, LLC | 22 | $191 | 0.00% | +4+22.2% | Added |
| McGuire Capital Advisors Inc | 75 | $649 | 0.00% | 00.0% | Unchanged |
| IFP Advisors, Inc | 90 | $779 | 0.00% | −28−23.7% | Reduced |
| Owl Creek Wealth Partners LLC | 100 | $865 | 0.00% | 00.0% | Unchanged |
| West Paces Advisors Inc. | 100 | $865 | 0.00% | +100 | New |
| Parkside Financial Bank & Trust | 105 | $909 | 0.00% | 00.0% | Unchanged |
| Covestor Ltd | 73 | $1.00K | 0.00% | +63+630.0% | Added |
| Basecamp Wealth Advisors LLC | 133 | $1.15K | 0.00% | −35−20.8% | Reduced |
| GAMMA Investing LLC | 178 | $1.54K | 0.00% | −68−27.6% | Reduced |
| Cassaday & Co Wealth Management LLC | 210 | $1.82K | 0.00% | −894−81.0% | Reduced |
| Versant Capital Management, Inc | 222 | $1.92K | 0.00% | −25,462−99.1% | Reduced |
| Clearstead Advisors, LLC | 240 | $2.08K | 0.00% | +209+674.2% | Added |
| Massmutual Trust Co FSB | 274 | $2.37K | 0.00% | +274 | New |
| Picton Mahoney Asset Management | 284 | $2.46K | 0.00% | +284 | New |
| Millstone Evans Group, LLC | 365 | $3.16K | 0.00% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 426 | $3.69K | 0.00% | −172−28.8% | Reduced |
| Sterling Capital Management LLC | 436 | $3.77K | 0.00% | −327−42.9% | Reduced |
| SJS Investment Consulting Inc. | 441 | $3.81K | 0.00% | +327+286.8% | Added |
| Signaturefd, LLC | 456 | $3.94K | 0.00% | −609−57.2% | Reduced |
| Optiver Holding B.V. | 506 | $4.38K | 0.00% | −84−14.2% | Reduced |
| Larson Financial Group LLC | 509 | $4.40K | 0.00% | −650−56.1% | Reduced |
| Los Angeles Capital Management LLC | 518 | $4.48K | 0.00% | −39,928−98.7% | Reduced |
| Farther Finance Advisors, LLC | 560 | $4.98K | 0.00% | +150+36.6% | Added |
| Bessemer Group Inc | 520 | $5.00K | 0.00% | 00.0% | Unchanged |
| Quarry LP | 679 | $5.87K | 0.00% | +679 | New |
| Steward Partners Investment Advisory, LLC | 703 | $6.08K | 0.00% | +322+84.5% | Added |
| Essential Partners LLC | 774 | $6.70K | 0.00% | −3,195−80.5% | Reduced |
| Northwestern Mutual Wealth Management Co | 1,000 | $8.65K | 0.00% | −935−48.3% | Reduced |
| Persistent Asset Partners Ltd | 1,047 | $9.06K | 0.00% | +1,047 | New |
| Fifth Third Bancorp | 1,280 | $11.1K | 0.00% | −20,392−94.1% | Reduced |
| True Wealth Design, LLC | 1,318 | $11.4K | 0.00% | +1,122+572.4% | Added |
| Rothschild Investment LLC | 1,505 | $13.0K | 0.00% | +848+129.1% | Added |
| Nisa Investment Advisors, LLC | 1,507 | $13.0K | 0.00% | −6,527−81.2% | Reduced |
| Jones Financial Companies LLLP | 1,633 | $15.2K | 0.00% | +1,052+181.1% | Added |
| Nykredit A/S | 1,848 | $16.0K | 0.00% | +1,848 | New |
| EverSource Wealth Advisors, LLC | 2,025 | $17.5K | 0.00% | +486+31.6% | Added |
| KBC Group NV | 4,118 | $36.0K | 0.00% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 4,239 | $36.7K | 0.00% | +4,239 | New |
| Newton One Investments LLC | 5,500 | $47.6K | 0.01% | 00.0% | Unchanged |
| Allworth Financial LP | 6,666 | $57.7K | 0.00% | +3,015+82.6% | Added |
| Smartleaf Asset Management LLC | 6,780 | $64.4K | 0.00% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 7,713 | $66.7K | 0.00% | +5,156+201.6% | Added |
| US Bancorp | 8,042 | $69.6K | 0.00% | +4,794+147.6% | Added |
| State of Alaska, Department of Revenue | 8,266 | $71.0K | 0.00% | 00.0% | Unchanged |
| Walleye Trading LLC | 8,465 | $73.2K | 0.00% | −1,919−18.5% | Reduced |
| Tower Research Capital LLC (TRC) | 8,473 | $73.3K | 0.00% | −2,878−25.4% | Reduced |
| Guided Capital Wealth Management, LLC | 10,000 | $86.5K | 0.05% | +10,000 | New |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 10,236 | $88.5K | 0.00% | −95,598−90.3% | Reduced |
| MAI Capital Management | 10,523 | $91.0K | 0.00% | +4,736+81.8% | Added |
| RWM Asset Management, LLC | 10,000 | $95.2K | 0.01% | 00.0% | Unchanged |
| Ameritas Investment Partners, Inc. | 11,259 | $97.4K | 0.00% | +1,567+16.2% | Added |
| Canada Pension Plan Investment Board | 11,400 | $98.6K | 0.00% | 00.0% | Unchanged |
| Xponance, Inc. | 11,910 | $103.0K | 0.00% | +1,188+11.1% | Added |
| M&T Bank Corp | 11,983 | $103.7K | 0.00% | −162−1.3% | Reduced |
| Ensign Peak Advisors, Inc | 12,150 | $105.1K | 0.00% | +9,700+395.9% | Added |
| Entropy Technologies, LP | 12,204 | $105.6K | 0.00% | −16,481−57.5% | Reduced |
| Merit Financial Group, LLC | 12,361 | $106.9K | 0.00% | +1,104+9.8% | Added |
| Great West Life Assurance Co | 12,420 | $107.0K | 0.00% | −528−4.1% | Reduced |
| Atlas Brown,Inc. | 12,800 | $110.7K | 0.03% | +12,800 | New |
| Neuberger Berman Group LLC | 13,020 | $112.6K | 0.00% | +13,020 | New |
| Teacher Retirement System of Texas | 13,148 | $113.7K | 0.00% | −9,719−42.5% | Reduced |
| Motley Fool Wealth Management, LLC | 13,327 | $115.3K | 1.75% | −562,501−97.7% | Reduced |
| Twinbeech Capital LP | 13,400 | $115.9K | 0.02% | +13,400 | New |
| Focus Financial Network, Inc. | 13,699 | $118.5K | 0.00% | 00.0% | Unchanged |
| Ballentine Partners, LLC | 13,932 | $120.5K | 0.00% | +1,237+9.7% | Added |
| PKS Advisory Services, LLC | 14,101 | $122.0K | 0.02% | +14,101 | New |
| Bayforest Capital Ltd | 14,907 | $128.9K | 0.12% | +5,035+51.0% | Added |
| O'Shaughnessy Asset Management, LLC | 14,974 | $129.5K | 0.00% | +14,974 | New |
| Avidian Wealth Solutions, LLC | 15,000 | $129.8K | 0.00% | +3,446+29.8% | Added |
| Victory Capital Management Inc | 15,185 | $131.3K | 0.00% | +2,194+16.9% | Added |
| State of Wisconsin Investment Board | 15,249 | $131.9K | 0.00% | −152,625−90.9% | Reduced |
| CIBC Bancorp USA Inc. | 15,654 | $135.4K | 0.00% | −9,766−38.4% | Reduced |
| Truist Financial Corp | 16,050 | $138.8K | 0.00% | −10,516−39.6% | Reduced |
| Prelude Capital Management, LLC | 16,214 | $140.3K | 0.01% | +16,214 | New |
| ProShare Advisors LLC | 16,244 | $140.5K | 0.00% | −788−4.6% | Reduced |
| State of Wyoming | 16,338 | $141.3K | 0.01% | +2,036+14.2% | Added |
| Belpointe Asset Management LLC | 16,815 | $145.4K | 0.00% | +2,660+18.8% | Added |
| Sentinus, LLC | 16,836 | $145.6K | 0.01% | +2,239+15.3% | Added |
| Pictet Asset Management Holding SA | 17,461 | $151.0K | 0.00% | 00.0% | Unchanged |
| Eldridge Investment Advisors, Inc. | 17,585 | $152.1K | 0.03% | 00.0% | Unchanged |
| BFSG, LLC | 18,789 | $162.5K | 0.01% | 00.0% | Unchanged |
| CenterStar Asset Management, LLC | 19,010 | $164.0K | 0.13% | +19,010 | New |
| Lighthouse Financial LLC | 18,970 | $164.1K | 0.09% | 00.0% | Unchanged |
| Redhawk Wealth Advisors, Inc. | 19,412 | $167.9K | 0.02% | +9,077+87.8% | Added |
| Quantbot Technologies LP | 19,796 | $171.2K | 0.01% | +19,796 | New |
| RSM US Wealth Management LLC | 19,797 | $171.2K | 0.00% | +19,797 | New |
| AA Financial Advisors, LLC | 20,000 | $173.0K | 0.02% | 00.0% | Unchanged |
| Two Sigma Securities, LLC | 20,428 | $176.7K | 0.02% | −14,131−40.9% | Reduced |
| Prudential Financial Inc | 20,531 | $177.6K | 0.00% | −84,820−80.5% | Reduced |
| Tidemark, LLC | 21,371 | $184.9K | 0.04% | 00.0% | Unchanged |
| Kestra Advisory Services, LLC | 21,502 | $186.0K | 0.00% | +21,502 | New |
| Sanctuary Advisors, LLC | 21,980 | $190.1K | 0.00% | +3,868+21.4% | Added |
| Dynamic Technology Lab Private Ltd | 22,429 | $194.0K | 0.04% | −7,940−26.1% | Reduced |
| Mount Yale Investment Advisors, LLC | 23,489 | $203.2K | 0.00% | +272+1.2% | Added |
| Pure Financial Advisors, Inc. | 23,847 | $206.3K | 0.00% | −1,433−5.7% | Reduced |
| Susquehanna International Group, LLP | 23,905 | $206.8K | 0.00% | −43,678−64.6% | Reduced |