Who owns Alphatec Holdings (ATEC)
Which tracked institutional funds hold ATEC, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See ATEC company fundamentals →
Ownership as of the 2026-Q2 13F filings (latest filed 2026-09-22). 13F is disclosed up to 45 days after quarter-end, so the most recent quarter fills in over the following weeks.
How the tape is positioned
39 tracked funds added or opened ATEC while 101 trimmed or exited it between 2026-Q1 and 2026-Q2 — the tape is split. When large holders disagree on a name, the funds moving first are sometimes ahead of the story.
A prompt to read the filings, not a verdict. 13F is a quarter-end snapshot disclosed up to 45 days late; a fund adds or exits for mandate, benchmark, and timing reasons that have nothing to do with a view on the stock. This is a starting question, not a signal to trade.
Conviction spread
ATEC’s largest tracked holder by dollar value, BlackRock, Inc., sizes it at 0.0% of its own reported 13F book, while the median holder sizes it at 0.0% of theirs — a 0.0pp gap the other way — the median holder sizes ATEC more heavily than its largest holder by dollar value does.
Book-share is each fund’s reported value in ATEC divided by its whole reported 13F book, so it is comparable across funds of different sizes and is unaffected by stock splits. A higher share means a fund has committed more of its book to the name — a starting question about conviction, not a verdict or a signal to trade.
Institutional & insider positioning
Between 2026-Q1 and 2026-Q2, across 259 tracked filers holding ATEC, 143 increased or opened the position and 148 reduced or closed it; over the same quarter, open-market insider Form 4s were net purchases.
This fuses two public signals for the same quarter — how tracked institutions changed their positions and whether insiders bought or sold in the open market. It describes what was filed; it is a starting question, not a verdict or a signal to trade.
New buyers & exits
Funds opening or closing a position in ATEC between the 2026-Q1 and 2026-Q2 13F filings, and the largest changes among funds holding it in both. New buyers and exits are counted on fund presence (split-invariant); adds and trims are measured on reported value.
New buyers 15
- JACOBS LEVY EQUITY MANAGEMENT, INC$29M
- ABSOLUTE INVESTMENT ADVISERS, LLC$16M
- Freestone Grove Partners LP$10M
- PARADIGM CAPITAL MANAGEMENT INC/NY$9M
- RICE HALL JAMES & ASSOCIATES, LLC$6M
- Apollon Wealth Management, LLC$3M
Full exits 23
- Point72 Asset Management, L.P.$27M
- NEXT CENTURY GROWTH INVESTORS LLC$26M
- Hood River Capital Management LLC$25M
- OBERWEIS ASSET MANAGEMENT INC/$21M
- INTRINSIC EDGE CAPITAL MANAGEMENT LLC$7M
- Trexquant Investment LP$5M
Largest adds
- BRAIDWELL LP$33M
- CITADEL ADVISORS LLC$13M
- ARROWSTREET CAPITAL, LIMITED PARTNERSHIP$8M
- PANAGORA ASSET MANAGEMENT INC$6M
- AQR CAPITAL MANAGEMENT LLC$6M
- FMR LLC$5M
Largest trims
- ROYAL BANK OF CANADA$23M
- MILLENNIUM MANAGEMENT LLC$21M
- TWO SIGMA INVESTMENTS, LP$15M
- MetLife Investment Management, LLC$14M
- AMERICAN CENTURY COMPANIES INC$13M
- BlackRock, Inc.$12M
Institutional holders
One row per tracked fund, most shares held first (every row is from one quarter; reported value breaks ties). “% of value” is the fund’s share of this security’s tracked institutional value — not of shares outstanding.
| Fund | Shares | Reported value | % of value | Quarter |
|---|---|---|---|---|
| ABSOLUTE INVESTMENT ADVISERS, LLC added | 14,500,000 | $14M | 1.5% | 2026-Q2 |
| BlackRock, Inc. added | 11,326,677 | $98M | 10.4% | 2026-Q2 |
| BRAIDWELL LP added | 6,531,439 | $56M | 6.0% | 2026-Q2 |
| AMERICAN CENTURY COMPANIES INC added | 6,521,659 | $56M | 6.0% | 2026-Q2 |
| VANGUARD CAPITAL MANAGEMENT LLC added | 5,122,681 | $44M | 4.7% | 2026-Q2 |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. trimmed | 3,536,538 | $31M | 3.3% | 2026-Q2 |
| STATE STREET CORP added | 3,481,349 | $30M | 3.2% | 2026-Q2 |
| JACOBS LEVY EQUITY MANAGEMENT, INC new | 3,352,133 | $29M | 3.1% | 2026-Q2 |
| GEODE CAPITAL MANAGEMENT, LLC added | 3,188,894 | $28M | 2.9% | 2026-Q2 |
| ROYAL BANK OF CANADA trimmed | 2,995,410 | $26M | 2.8% | 2026-Q2 |
| Nuveen, LLC trimmed | 2,601,600 | $23M | 2.4% | 2026-Q2 |
| TREMBLANT CAPITAL GROUP added | 2,577,799 | $22M | 2.4% | 2026-Q2 |
| CITADEL ADVISORS LLC added | 2,461,400 | $21M | 2.3% | 2026-Q2 |
| AQR CAPITAL MANAGEMENT LLC added | 2,386,326 | $21M | 2.2% | 2026-Q2 |
| EMERALD ADVISERS, LLC added | 2,104,451 | $18M | 1.9% | 2026-Q2 |
| UBS Group AG added | 2,018,823 | $17M | 1.9% | 2026-Q2 |
| BANK OF AMERICA CORP /DE/ trimmed | 1,976,534 | $17M | 1.8% | 2026-Q2 |
| NOMURA ASSET MANAGEMENT INTERNATIONAL INC. added | 1,974,452 | $17M | 1.8% | 2026-Q2 |
| Cerity Partners LLC added | 1,881,945 | $16M | 1.7% | 2026-Q2 |
| GOLDMAN SACHS GROUP INC trimmed | 1,654,423 | $14M | 1.5% | 2026-Q2 |
| RAYMOND JAMES FINANCIAL INC added | 1,639,330 | $14M | 1.5% | 2026-Q2 |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP added | 1,564,766 | $14M | 1.4% | 2026-Q2 |
| MORGAN STANLEY trimmed | 1,535,750 | $13M | 1.4% | 2026-Q2 |
| Penn Capital Management Company, LLC added | 1,488,060 | $13M | 1.4% | 2026-Q2 |
| SMH CAPITAL ADVISORS INC added | 1,453,000 | $1M | 0.1% | 2026-Q2 |
| NORTHERN TRUST CORP added | 1,428,231 | $12M | 1.3% | 2026-Q2 |
| EMERALD MUTUAL FUND ADVISERS TRUST added | 1,258,086 | $11M | 1.2% | 2026-Q2 |
| Granite Investment Partners, LLC added | 1,213,570 | $10M | 1.1% | 2026-Q2 |
| VANGUARD PORTFOLIO MANAGEMENT LLC added | 1,198,123 | $10M | 1.1% | 2026-Q2 |
| Aberdeen Group plc trimmed | 1,188,581 | $10M | 1.1% | 2026-Q2 |
| Freestone Grove Partners LP added | 1,173,065 | $10M | 1.1% | 2026-Q2 |
| MILLENNIUM MANAGEMENT LLC trimmed | 1,145,837 | $10M | 1.1% | 2026-Q2 |
| NEW YORK STATE COMMON RETIREMENT FUND trimmed | 1,100,625 | $10M | 1.0% | 2026-Q2 |
| PARADIGM CAPITAL MANAGEMENT INC/NY new | 1,088,200 | $9M | 1.0% | 2026-Q2 |
| First Eagle Investment Management, LLC added | 996,637 | $9M | 0.9% | 2026-Q2 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC added | 995,314 | $9M | 0.9% | 2026-Q2 |
| FMR LLC added | 925,732 | $8M | 0.9% | 2026-Q2 |
| DEUTSCHE BANK AG\ trimmed | 925,186 | $8M | 0.9% | 2026-Q2 |
| VANGUARD FIDUCIARY TRUST CO added | 847,952 | $7M | 0.8% | 2026-Q2 |
| TWO SIGMA INVESTMENTS, LP trimmed | 823,496 | $7M | 0.8% | 2026-Q2 |
| PANAGORA ASSET MANAGEMENT INC added | 779,004 | $7M | 0.7% | 2026-Q2 |
| KING LUTHER CAPITAL MANAGEMENT CORP trimmed | 680,706 | $6M | 0.6% | 2026-Q2 |
| Motley Fool Asset Management LLC trimmed | 676,822 | $6M | 0.6% | 2026-Q2 |
| JPMORGAN CHASE & CO added | 663,062 | $6M | 0.7% | 2026-Q2 |
| RICE HALL JAMES & ASSOCIATES, LLC new | 657,864 | $6M | 0.6% | 2026-Q2 |
| Susquehanna Portfolio Strategies, LLC added | 607,576 | $5M | 0.6% | 2026-Q2 |
| Russell Investments Group, Ltd. added | 491,358 | $4M | 0.5% | 2026-Q2 |
| OP Asset Management Ltd added | 480,111 | $4M | 0.4% | 2026-Q2 |
| Parkman Healthcare Partners LLC trimmed | 449,943 | $4M | 0.4% | 2026-Q2 |
| CONGRESS ASSET MANAGEMENT CO added | 440,638 | $4M | 0.4% | 2026-Q2 |
| PDT Partners, LLC trimmed | 387,592 | $3M | 0.4% | 2026-Q2 |
| BANK OF MONTREAL /CAN/ added | 366,841 | $3M | 0.3% | 2026-Q2 |
| Rock Springs Capital Management LP added | 360,000 | $3M | 0.3% | 2026-Q2 |
| Bank of New York Mellon Corp added | 357,406 | $3M | 0.3% | 2026-Q2 |
| Rockefeller Capital Management L.P. trimmed | 338,424 | $3M | 0.3% | 2026-Q2 |
| WELLS FARGO & COMPANY/MN added | 334,981 | $3M | 0.3% | 2026-Q2 |
| Kopp Family Office, LLC added | 328,963 | $3M | 0.3% | 2026-Q2 |
| SEI INVESTMENTS CO trimmed | 327,128 | $3M | 0.3% | 2026-Q2 |
| Squarepoint Ops LLC trimmed | 326,548 | $3M | 0.3% | 2026-Q2 |
| Apollon Wealth Management, LLC new | 323,386 | $3M | 0.3% | 2026-Q2 |
| PRINCIPAL FINANCIAL GROUP INC added | 318,724 | $3M | 0.3% | 2026-Q2 |
| PNC Financial Services Group, Inc. trimmed | 310,897 | $3M | 0.3% | 2026-Q2 |
| ROYCE & ASSOCIATES LP added | 306,066 | $3M | 0.3% | 2026-Q2 |
| ALGERT GLOBAL LLC added | 296,009 | $3M | 0.3% | 2026-Q2 |
| RENAISSANCE TECHNOLOGIES LLC trimmed | 284,500 | $2M | 0.3% | 2026-Q2 |
| Divisadero Street Capital Management, LP added | 283,953 | $2M | 0.3% | 2026-Q2 |
| GREAT LAKES ADVISORS, LLC trimmed | 280,161 | $2M | 0.3% | 2026-Q2 |
| MARATHON CAPITAL MANAGEMENT added | 279,270 | $2M | 0.3% | 2026-Q2 |
| TUDOR INVESTMENT CORP ET AL added | 270,709 | $2M | 0.2% | 2026-Q2 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC trimmed | 239,064 | $2M | 0.2% | 2026-Q2 |
| Swiss National Bank trimmed | 227,800 | $2M | 0.2% | 2026-Q2 |
| LPL Financial LLC trimmed | 219,312 | $2M | 0.2% | 2026-Q2 |
| FIRST TRUST ADVISORS LP trimmed | 195,692 | $2M | 0.2% | 2026-Q2 |
| MOORE CAPITAL MANAGEMENT, LP new | 188,504 | $2M | 0.2% | 2026-Q2 |
| SECTORAL ASSET MANAGEMENT INC new | 185,900 | $2M | 0.2% | 2026-Q2 |
| PERKINS CAPITAL MANAGEMENT INC added | 175,197 | $2M | 0.2% | 2026-Q2 |
| XTX Topco Ltd trimmed | 171,149 | $1M | 0.2% | 2026-Q2 |
| Schonfeld Strategic Advisors LLC trimmed | 167,390 | $1M | 0.2% | 2026-Q2 |
| ExodusPoint Capital Management, LP trimmed | 161,715 | $1M | 0.1% | 2026-Q2 |
| Assenagon Asset Management S.A. trimmed | 161,238 | $1M | 0.1% | 2026-Q2 |
| Invst, LLC | 158,570 | $1M | 0.1% | 2026-Q2 |
| RHUMBLINE ADVISERS added | 156,812 | $1M | 0.1% | 2026-Q2 |
| PRICE T ROWE ASSOCIATES INC /MD/ added | 155,465 | $1M | 0.1% | 2026-Q2 |
| OSAIC HOLDINGS, INC. added | 153,780 | $1M | 0.1% | 2026-Q2 |
| HSBC HOLDINGS PLC trimmed | 145,833 | $1M | 0.1% | 2026-Q2 |
| Y-Intercept (Hong Kong) Ltd trimmed | 145,053 | $1M | 0.1% | 2026-Q2 |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM trimmed | 143,972 | $1M | 0.1% | 2026-Q2 |
| FirstWave Capital Management LLC added | 143,851 | $1M | 0.1% | 2026-Q2 |
| KORNITZER CAPITAL MANAGEMENT INC /KS added | 140,000 | $1M | 0.1% | 2026-Q2 |
| BARCLAYS PLC trimmed | 139,815 | $1M | 0.1% | 2026-Q2 |
| ALLIANCEBERNSTEIN L.P. | 125,130 | $1M | 0.1% | 2026-Q2 |
| MERCER GLOBAL ADVISORS INC /ADV trimmed | 117,383 | $1M | 0.1% | 2026-Q2 |
| Creative Planning added | 110,289 | $954K | 0.1% | 2026-Q2 |
| Western Wealth Management, LLC added | 108,814 | $941K | 0.1% | 2026-Q2 |
| ENVESTNET ASSET MANAGEMENT INC trimmed | 105,631 | $914K | 0.1% | 2026-Q2 |
| IEQ CAPITAL, LLC added | 104,528 | $904K | 0.1% | 2026-Q2 |
| Aquatic Capital Management LLC added | 103,064 | $892K | 0.1% | 2026-Q2 |
| Cannell & Spears LLC | 100,000 | $865K | 0.1% | 2026-Q2 |
| Legal & General Group Plc added | 99,488 | $860K | 0.1% | 2026-Q2 |
| Engineers Gate Manager LP trimmed | 99,185 | $858K | 0.1% | 2026-Q2 |
Ownership over time
Tracked institutional holder count and total shares held by filing quarter (independent scales). The curated-era tail and any mid-ingest latest quarter are handled honestly — a partial quarter is not drawn as a collapse.
Reading this table
Funds hold the same stock for different reasons — an index fund “holds” almost everything, an active manager sizes a name to a mandate and a benchmark, and each fund entered at its own price and time. Because 13F is filed up to 45 days after quarter-end, every row is a backward-looking snapshot; a manager may have traded since. Share-class siblings (a company’s A and C shares) are rolled up to one line so a dual-class name is never double-counted. Compare like-for-like. A large holder is not an endorsement, and a fund exiting is not a warning — this is a starting question, not a verdict.
About 13F filings
A Form 13F is a quarterly disclosure that institutional investment managers with over $100 million in US-listed equities must file with the SEC. In plain English: it is a snapshot of the long stock positions a fund held at the end of a quarter. It covers long US-listed equities only — not short positions, options, cash, or private holdings — and the funds shown are the large sample we track, not the complete 13F universe.