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Institutional Ownership · SEC Form 13F

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.

261
Institutional holders
130M
Shares held (tracked funds)
86.7%
Of shares outstanding

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.

FundSharesReported value% of valueQuarter
ABSOLUTE INVESTMENT ADVISERS, LLC added14,500,000$14M1.5%2026-Q2
BlackRock, Inc. added11,326,677$98M10.4%2026-Q2
BRAIDWELL LP added6,531,439$56M6.0%2026-Q2
AMERICAN CENTURY COMPANIES INC added6,521,659$56M6.0%2026-Q2
VANGUARD CAPITAL MANAGEMENT LLC added5,122,681$44M4.7%2026-Q2
BNP PARIBAS ASSET MANAGEMENT Holding S.A. trimmed3,536,538$31M3.3%2026-Q2
STATE STREET CORP added3,481,349$30M3.2%2026-Q2
JACOBS LEVY EQUITY MANAGEMENT, INC new3,352,133$29M3.1%2026-Q2
GEODE CAPITAL MANAGEMENT, LLC added3,188,894$28M2.9%2026-Q2
ROYAL BANK OF CANADA trimmed2,995,410$26M2.8%2026-Q2
Nuveen, LLC trimmed2,601,600$23M2.4%2026-Q2
TREMBLANT CAPITAL GROUP added2,577,799$22M2.4%2026-Q2
CITADEL ADVISORS LLC added2,461,400$21M2.3%2026-Q2
AQR CAPITAL MANAGEMENT LLC added2,386,326$21M2.2%2026-Q2
EMERALD ADVISERS, LLC added2,104,451$18M1.9%2026-Q2
UBS Group AG added2,018,823$17M1.9%2026-Q2
BANK OF AMERICA CORP /DE/ trimmed1,976,534$17M1.8%2026-Q2
NOMURA ASSET MANAGEMENT INTERNATIONAL INC. added1,974,452$17M1.8%2026-Q2
Cerity Partners LLC added1,881,945$16M1.7%2026-Q2
GOLDMAN SACHS GROUP INC trimmed1,654,423$14M1.5%2026-Q2
RAYMOND JAMES FINANCIAL INC added1,639,330$14M1.5%2026-Q2
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP added1,564,766$14M1.4%2026-Q2
MORGAN STANLEY trimmed1,535,750$13M1.4%2026-Q2
Penn Capital Management Company, LLC added1,488,060$13M1.4%2026-Q2
SMH CAPITAL ADVISORS INC added1,453,000$1M0.1%2026-Q2
NORTHERN TRUST CORP added1,428,231$12M1.3%2026-Q2
EMERALD MUTUAL FUND ADVISERS TRUST added1,258,086$11M1.2%2026-Q2
Granite Investment Partners, LLC added1,213,570$10M1.1%2026-Q2
VANGUARD PORTFOLIO MANAGEMENT LLC added1,198,123$10M1.1%2026-Q2
Aberdeen Group plc trimmed1,188,581$10M1.1%2026-Q2
Freestone Grove Partners LP added1,173,065$10M1.1%2026-Q2
MILLENNIUM MANAGEMENT LLC trimmed1,145,837$10M1.1%2026-Q2
NEW YORK STATE COMMON RETIREMENT FUND trimmed1,100,625$10M1.0%2026-Q2
PARADIGM CAPITAL MANAGEMENT INC/NY new1,088,200$9M1.0%2026-Q2
First Eagle Investment Management, LLC added996,637$9M0.9%2026-Q2
CHARLES SCHWAB INVESTMENT MANAGEMENT INC added995,314$9M0.9%2026-Q2
FMR LLC added925,732$8M0.9%2026-Q2
DEUTSCHE BANK AG\ trimmed925,186$8M0.9%2026-Q2
VANGUARD FIDUCIARY TRUST CO added847,952$7M0.8%2026-Q2
TWO SIGMA INVESTMENTS, LP trimmed823,496$7M0.8%2026-Q2
PANAGORA ASSET MANAGEMENT INC added779,004$7M0.7%2026-Q2
KING LUTHER CAPITAL MANAGEMENT CORP trimmed680,706$6M0.6%2026-Q2
Motley Fool Asset Management LLC trimmed676,822$6M0.6%2026-Q2
JPMORGAN CHASE & CO added663,062$6M0.7%2026-Q2
RICE HALL JAMES & ASSOCIATES, LLC new657,864$6M0.6%2026-Q2
Susquehanna Portfolio Strategies, LLC added607,576$5M0.6%2026-Q2
Russell Investments Group, Ltd. added491,358$4M0.5%2026-Q2
OP Asset Management Ltd added480,111$4M0.4%2026-Q2
Parkman Healthcare Partners LLC trimmed449,943$4M0.4%2026-Q2
CONGRESS ASSET MANAGEMENT CO added440,638$4M0.4%2026-Q2
PDT Partners, LLC trimmed387,592$3M0.4%2026-Q2
BANK OF MONTREAL /CAN/ added366,841$3M0.3%2026-Q2
Rock Springs Capital Management LP added360,000$3M0.3%2026-Q2
Bank of New York Mellon Corp added357,406$3M0.3%2026-Q2
Rockefeller Capital Management L.P. trimmed338,424$3M0.3%2026-Q2
WELLS FARGO & COMPANY/MN added334,981$3M0.3%2026-Q2
Kopp Family Office, LLC added328,963$3M0.3%2026-Q2
SEI INVESTMENTS CO trimmed327,128$3M0.3%2026-Q2
Squarepoint Ops LLC trimmed326,548$3M0.3%2026-Q2
Apollon Wealth Management, LLC new323,386$3M0.3%2026-Q2
PRINCIPAL FINANCIAL GROUP INC added318,724$3M0.3%2026-Q2
PNC Financial Services Group, Inc. trimmed310,897$3M0.3%2026-Q2
ROYCE & ASSOCIATES LP added306,066$3M0.3%2026-Q2
ALGERT GLOBAL LLC added296,009$3M0.3%2026-Q2
RENAISSANCE TECHNOLOGIES LLC trimmed284,500$2M0.3%2026-Q2
Divisadero Street Capital Management, LP added283,953$2M0.3%2026-Q2
GREAT LAKES ADVISORS, LLC trimmed280,161$2M0.3%2026-Q2
MARATHON CAPITAL MANAGEMENT added279,270$2M0.3%2026-Q2
TUDOR INVESTMENT CORP ET AL added270,709$2M0.2%2026-Q2
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC trimmed239,064$2M0.2%2026-Q2
Swiss National Bank trimmed227,800$2M0.2%2026-Q2
LPL Financial LLC trimmed219,312$2M0.2%2026-Q2
FIRST TRUST ADVISORS LP trimmed195,692$2M0.2%2026-Q2
MOORE CAPITAL MANAGEMENT, LP new188,504$2M0.2%2026-Q2
SECTORAL ASSET MANAGEMENT INC new185,900$2M0.2%2026-Q2
PERKINS CAPITAL MANAGEMENT INC added175,197$2M0.2%2026-Q2
XTX Topco Ltd trimmed171,149$1M0.2%2026-Q2
Schonfeld Strategic Advisors LLC trimmed167,390$1M0.2%2026-Q2
ExodusPoint Capital Management, LP trimmed161,715$1M0.1%2026-Q2
Assenagon Asset Management S.A. trimmed161,238$1M0.1%2026-Q2
Invst, LLC158,570$1M0.1%2026-Q2
RHUMBLINE ADVISERS added156,812$1M0.1%2026-Q2
PRICE T ROWE ASSOCIATES INC /MD/ added155,465$1M0.1%2026-Q2
OSAIC HOLDINGS, INC. added153,780$1M0.1%2026-Q2
HSBC HOLDINGS PLC trimmed145,833$1M0.1%2026-Q2
Y-Intercept (Hong Kong) Ltd trimmed145,053$1M0.1%2026-Q2
CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM trimmed143,972$1M0.1%2026-Q2
FirstWave Capital Management LLC added143,851$1M0.1%2026-Q2
KORNITZER CAPITAL MANAGEMENT INC /KS added140,000$1M0.1%2026-Q2
BARCLAYS PLC trimmed139,815$1M0.1%2026-Q2
ALLIANCEBERNSTEIN L.P.125,130$1M0.1%2026-Q2
MERCER GLOBAL ADVISORS INC /ADV trimmed117,383$1M0.1%2026-Q2
Creative Planning added110,289$954K0.1%2026-Q2
Western Wealth Management, LLC added108,814$941K0.1%2026-Q2
ENVESTNET ASSET MANAGEMENT INC trimmed105,631$914K0.1%2026-Q2
IEQ CAPITAL, LLC added104,528$904K0.1%2026-Q2
Aquatic Capital Management LLC added103,064$892K0.1%2026-Q2
Cannell & Spears LLC100,000$865K0.1%2026-Q2
Legal & General Group Plc added99,488$860K0.1%2026-Q2
Engineers Gate Manager LP trimmed99,185$858K0.1%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.

HoldersTotal shares

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.

Learn how to read institutional ownership