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Institutional Ownership · SEC Form 13F

Who owns ATEC (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-Q1 13F filings. 13F is disclosed up to 45 days after quarter-end, so the most recent quarter fills in over the following weeks.

284
Institutional holders
113,116,311
Shares held (tracked funds)
75.3%
Of shares outstanding

How the tape is positioned

The tracked-fund tape on ATEC is one-sided between 2025-Q4 and 2026-Q1: 29 added or opened and 154 trimmed or exited — on balance reducing.

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, VANGUARD GROUP 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 2025-Q4 and 2026-Q1, across 284 tracked filers holding ATEC, 166 increased or opened the position and 131 reduced or closed it; over the same quarter, open-market insider Form 4 buying and selling roughly offset.

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 2025-Q4 and 2026-Q1 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 11

  • VANGUARD CAPITAL MANAGEMENT LLC$53M
  • BRAIDWELL LP$24M
  • VANGUARD PORTFOLIO MANAGEMENT LLC$12M
  • VANGUARD FIDUCIARY TRUST CO$9M
  • HARBOR CAPITAL ADVISORS, INC.$2M
  • KORNITZER CAPITAL MANAGEMENT INC /KS$1M

Full exits 27

  • VANGUARD GROUP INC$125M
  • Driehaus Capital Management LLC$60M
  • TWO SIGMA ADVISERS, LP$34M
  • Iron Triangle Partners LP$27M
  • M&G PLC$14M
  • NORGES BANK$14M

Largest adds

  • RAYMOND JAMES FINANCIAL INC$10M
  • Qube Research & Technologies Ltd$6M
  • Schonfeld Strategic Advisors LLC$6M
  • Point72 Asset Management, L.P.$4M
  • Parkman Healthcare Partners LLC$3M
  • AQR CAPITAL MANAGEMENT LLC$2M

Largest trims

  • BlackRock, Inc.$104M
  • MORGAN STANLEY$73M
  • AMERICAN CENTURY COMPANIES INC$67M
  • DEUTSCHE BANK AG\$56M
  • ROYAL BANK OF CANADA$54M
  • Walleye Capital LLC$31M

Institutional holders

One row per tracked fund, largest reported value first. “% of value” is the fund’s share of this security’s tracked institutional value — not of shares outstanding. Rows marked stale are from an earlier filing than the security’s latest quarter — that fund is absent from the newest snapshot (position exited, or reported under a different name).

FundSharesReported value% of valueQuarter
BlackRock, Inc. trimmed10,088,182$110M7.2%2026-Q1
AMERICAN CENTURY COMPANIES INC trimmed6,424,777$70M4.6%2026-Q1
VANGUARD CAPITAL MANAGEMENT LLC new4,913,779$53M3.5%2026-Q1
ROYAL BANK OF CANADA trimmed4,516,592$49M3.2%2026-Q1
BNP PARIBAS ASSET MANAGEMENT Holding S.A. added3,616,330$39M2.6%2026-Q1
STATE STREET CORP added3,031,164$33M2.2%2026-Q1
GEODE CAPITAL MANAGEMENT, LLC added2,906,422$32M2.1%2026-Q1
Nuveen, LLC trimmed2,849,413$31M2.0%2026-Q1
MILLENNIUM MANAGEMENT LLC added2,809,545$31M2.0%2026-Q1
BANK OF AMERICA CORP /DE/ added2,560,971$28M1.8%2026-Q1
Point72 Asset Management, L.P. added2,493,575$27M1.8%2026-Q1
NEXT CENTURY GROWTH INVESTORS LLC trimmed2,370,377$26M1.7%2026-Q1
Hood River Capital Management LLC added2,300,899$25M1.6%2026-Q1
TREMBLANT CAPITAL GROUP added2,192,084$24M1.6%2026-Q1
BRAIDWELL LP added2,172,725$24M1.6%2026-Q1
TWO SIGMA INVESTMENTS, LP added2,042,843$22M1.5%2026-Q1
UBS Group AG added1,944,685$21M1.4%2026-Q1
OBERWEIS ASSET MANAGEMENT INC/ added1,908,293$21M1.4%2026-Q1
Cerity Partners LLC trimmed1,821,111$20M1.3%2026-Q1
EMERALD ADVISERS, LLC added1,807,307$20M1.3%2026-Q1
GOLDMAN SACHS GROUP INC trimmed1,744,217$19M1.2%2026-Q1
MORGAN STANLEY trimmed1,651,562$18M1.2%2026-Q1
Penn Capital Management Company, LLC added1,396,942$15M1.0%2026-Q1
AQR CAPITAL MANAGEMENT LLC added1,371,942$15M1.0%2026-Q1
NORTHERN TRUST CORP trimmed1,358,741$15M1.0%2026-Q1
MetLife Investment Management, LLC added1,327,843$14M1.0%2026-Q1
DEUTSCHE BANK AG\ trimmed1,302,465$14M0.9%2026-Q1
Aberdeen Group plc added1,292,606$14M0.9%2026-Q1
NOMURA ASSET MANAGEMENT INTERNATIONAL INC. added1,292,107$14M0.9%2026-Q1
Granite Investment Partners, LLC added1,195,156$13M0.9%2026-Q1
NEW YORK STATE COMMON RETIREMENT FUND added1,183,930$13M0.8%2026-Q1
EMERALD MUTUAL FUND ADVISERS TRUST added1,156,826$13M0.8%2026-Q1
VANGUARD PORTFOLIO MANAGEMENT LLC new1,104,753$12M0.8%2026-Q1
RENAISSANCE TECHNOLOGIES LLC added1,055,100$11M0.8%2026-Q1
RAYMOND JAMES FINANCIAL INC added1,005,303$11M0.7%2026-Q1
CHARLES SCHWAB INVESTMENT MANAGEMENT INC trimmed978,068$11M0.7%2026-Q1
KING LUTHER CAPITAL MANAGEMENT CORP added944,756$10M0.7%2026-Q1
JANE STREET GROUP, LLC added878,549$10M0.6%2026-Q1
CITADEL ADVISORS LLC trimmed857,339$9M0.6%2026-Q1
Motley Fool Asset Management LLC added855,514$9M0.6%2026-Q1
Parkman Healthcare Partners LLC added823,763$9M0.6%2026-Q1
VANGUARD FIDUCIARY TRUST CO new795,985$9M0.6%2026-Q1
Qube Research & Technologies Ltd added795,578$9M0.6%2026-Q1
Schonfeld Strategic Advisors LLC added766,383$8M0.5%2026-Q1
First Eagle Investment Management, LLC added696,637$8M0.5%2026-Q1
INTRINSIC EDGE CAPITAL MANAGEMENT LLC added649,428$7M0.5%2026-Q1
Squarepoint Ops LLC added607,118$7M0.4%2026-Q1
SEI INVESTMENTS CO added598,003$7M0.4%2026-Q1
Motley Fool Wealth Management, LLC trimmed575,828$6M0.4%2026-Q1
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP added507,017$6M0.4%2026-Q1
Trexquant Investment LP added457,237$5M0.3%2026-Q1
FIRST TRUST ADVISORS LP trimmed447,114$5M0.3%2026-Q1
CONGRESS ASSET MANAGEMENT CO added435,715$5M0.3%2026-Q1
PDT Partners, LLC400,892$4M0.3%2026-Q1
JPMORGAN CHASE & CO trimmed381,460$4M0.3%2026-Q1
Connor, Clark & Lunn Investment Management Ltd. trimmed381,020$4M0.3%2026-Q1
Rockefeller Capital Management L.P. trimmed350,828$4M0.3%2026-Q1
Rock Springs Capital Management LP added350,000$4M0.3%2026-Q1
Russell Investments Group, Ltd. added338,608$4M0.2%2026-Q1
Kopp Family Office, LLC328,680$4M0.2%2026-Q1
Bank of New York Mellon Corp trimmed328,595$4M0.2%2026-Q1
BANK OF MONTREAL /CAN/ trimmed326,297$4M0.2%2026-Q1
PNC FINANCIAL SERVICES GROUP, INC. added318,319$3M0.2%2026-Q1
GREAT LAKES ADVISORS, LLC added309,139$3M0.2%2026-Q1
MERCER GLOBAL ADVISORS INC /ADV added305,118$3M0.2%2026-Q1
LPL Financial LLC trimmed297,269$3M0.2%2026-Q1
PRINCIPAL FINANCIAL GROUP INC added293,001$3M0.2%2026-Q1
FMR LLC trimmed287,446$3M0.2%2026-Q1
Engineers Gate Manager LP added286,467$3M0.2%2026-Q1
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC added272,397$3M0.2%2026-Q1
TUDOR INVESTMENT CORP ET AL trimmed266,549$3M0.2%2026-Q1
MARATHON CAPITAL MANAGEMENT added261,595$3M0.2%2026-Q1
Assenagon Asset Management S.A. trimmed256,881$3M0.2%2026-Q1
ALLIANCEBERNSTEIN L.P.125,130$3M0.2%2026-Q1
ROYCE & ASSOCIATES LP trimmed241,053$3M0.2%2026-Q1
XTX Topco Ltd added233,742$3M0.2%2026-Q1
Swiss National Bank233,500$3M0.2%2026-Q1
Pier Capital, LLC trimmed223,159$2M0.2%2026-Q1
HARBOR CAPITAL ADVISORS, INC. new217,701$2M0.2%2026-Q1
VANGUARD GROUP INC trimmed5,945,140$125M8.2%2025-Q4 stale
Driehaus Capital Management LLC added2,858,771$60M4.0%2025-Q4 stale
TWO SIGMA ADVISERS, LP added1,635,100$34M2.3%2025-Q4 stale
Iron Triangle Partners LP new1,285,685$27M1.8%2025-Q4 stale
M&G PLC new669,266$14M0.9%2025-Q4 stale
NORGES BANK added649,814$14M0.9%2025-Q4 stale
Defilade Capital Management, L.P. new626,754$13M0.9%2025-Q4 stale
Freestone Grove Partners LP new615,420$13M0.9%2025-Q4 stale
Jefferies Financial Group Inc. added595,937$13M0.8%2025-Q4 stale
MACQUARIE GROUP LTD added809,350$12M0.8%2025-Q3 stale
Cubist Systematic Strategies, LLC trimmed679,050$10M0.6%2025-Q3 stale
BALYASNY ASSET MANAGEMENT L.P. added719,469$8M0.5%2025-Q2 stale
Lisanti Capital Growth, LLC added372,407$8M0.5%2025-Q4 stale
CASTLEARK MANAGEMENT LLC added296,160$6M0.4%2025-Q4 stale
OCCUDO QUANTITATIVE STRATEGIES LP added269,798$6M0.4%2025-Q4 stale
Informed Momentum Co LLC trimmed212,278$4M0.3%2025-Q4 stale
Blackstone Inc. new161,900$3M0.2%2025-Q4 stale
NOMURA HOLDINGS INC trimmed201,440$3M0.2%2025-Q3 stale
DeepCurrents Investment Group LLC new269,226$3M0.2%2025-Q1 stale
Quantbot Technologies LP added184,041$3M0.2%2025-Q3 stale
ExodusPoint Capital Management, LP trimmed171,714$2M0.2%2025-Q3 stale

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