ATEC · Company research
Alphatec Holdings, Inc. (ATEC): Ownership & Institutional Holders
Reported institutional positions. Filing dates and sources matter.
RESEARCH CONTEXT
Understand the numbers
Reported institutional positions. Filing dates and sources matter. Use period, currency, units and source fields when interpreting values.
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Ownership & Institutional Holders data
Database-backed records only
| holder name | cik | period end | shares held | market value | ownership percent | shares change | shares change percent | filing date | data source |
|---|---|---|---|---|---|---|---|---|---|
| Park National Corporation | 805676 | Wed Sep 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 12264 | 126564000 | — | — | — | Oct 5, 2026 | SEC_13F_HR |
| EMERALD MUTUAL FUND ADVISERS TRUST | 1352895 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 1258086 | 10882444 | — | — | — | Aug 5, 2026 | SEC_13F_DATASET |
| MOORE CAPITAL MANAGEMENT, LP | 1448574 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 188504 | 1630560 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| Quantbot Technologies LP | 1512991 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 19796 | 171235 | — | — | — | Aug 12, 2026 | SEC_13F_DATASET |
| Y-Intercept (Hong Kong) Ltd | 1772875 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 145053 | 1254708 | — | — | — | Jul 14, 2026 | SEC_13F_DATASET |
| VICTORY CAPITAL MANAGEMENT INC | 1040188 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 15185 | 131350 | — | — | — | Aug 7, 2026 | SEC_13F_DATASET |
| LOS ANGELES CAPITAL MANAGEMENT LLC | 1177206 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 518 | 4481 | — | — | — | Aug 13, 2026 | SEC_13F_DATASET |
| Curated Wealth Partners LLC | 1781284 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 13715 | 252900 | — | — | — | Jul 13, 2026 | SEC_13F_DATASET |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | 1164508 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 1564766 | 13535226 | — | — | — | Aug 13, 2026 | SEC_13F_DATASET |
| RENAISSANCE TECHNOLOGIES LLC | 1037389 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 284500 | 2460925 | — | — | — | Aug 13, 2026 | SEC_13F_DATASET |
| Handelsbanken Fonder AB | 1398318 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 49400 | 427 | — | — | — | Jul 10, 2026 | SEC_13F_DATASET |
| Kopp Family Office, LLC | 1683689 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 328963 | 2845530 | — | — | — | Jul 9, 2026 | SEC_13F_DATASET |
| NORGES BANK | 1374170 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 98611 | 852985 | — | — | — | Aug 12, 2026 | SEC_13F_DATASET |
| AMERIPRISE FINANCIAL INC | 820027 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 23765 | 205567 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| Jain Global LLC | 2024579 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 26299 | 227486 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| RHUMBLINE ADVISERS | 1115418 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 156812 | 1356420 | — | — | — | Aug 12, 2026 | SEC_13F_DATASET |
| PHILLIPS FINANCIAL MANAGEMENT, LLC | 1350660 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 59566 | 515246 | — | — | — | Aug 3, 2026 | SEC_13F_DATASET |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 1141802 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 1000 | 8650 | — | — | — | Aug 12, 2026 | SEC_13F_DATASET |
| Assenagon Asset Management S.A. | 1546007 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 161238 | 1394709 | — | — | — | Jul 8, 2026 | SEC_13F_DATASET |
| INSIGNEO ADVISORY SERVICES, LLC | 1964958 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 20000 | 19050 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| Avid Wealth Partners LLC | 1992344 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 75062 | 649286 | — | — | — | Aug 3, 2026 | SEC_13F_DATASET |
| Cannell & Spears LLC | 1426319 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 100000 | 865000 | — | — | — | Aug 11, 2026 | SEC_13F_DATASET |
| GAMMA Investing LLC | 2010235 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 178 | 1540 | — | — | — | Jul 7, 2026 | SEC_13F_DATASET |
| Central Pacific Bank - Trust Division | 2020066 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 318000 | 302895 | — | — | — | Jul 7, 2026 | SEC_13F_DATASET |
| Balyasny Asset Management L.P. | 1218710 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 4500000 | 4297388 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND | 1535845 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 71200 | 615880 | — | — | — | Aug 13, 2026 | SEC_13F_DATASET |
| Nykredit A/S | 1847328 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 1848 | 15985 | — | — | — | Aug 13, 2026 | SEC_13F_DATASET |
| MERCER GLOBAL ADVISORS INC /ADV | 853758 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 117383 | 1015362 | — | — | — | Aug 11, 2026 | SEC_13F_DATASET |
| TREMBLANT CAPITAL GROUP | 1353312 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 2577799 | 22297961 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| VANGUARD CAPITAL MANAGEMENT LLC | 2100119 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 5122681 | 44311191 | — | — | — | Aug 13, 2026 | SEC_13F_DATASET |
| Sanctuary Advisors, LLC | 1777271 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 21980 | 190127 | — | — | — | Aug 13, 2026 | SEC_13F_DATASET |
| Millstone Evans Group, LLC | 2041943 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 365 | 3157 | — | — | — | Aug 11, 2026 | SEC_13F_DATASET |
| Kohlberg Kravis Roberts & Co. L.P. | 1399770 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 1180000 | 1129850 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| CANADA PENSION PLAN INVESTMENT BOARD | 1283718 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 11400 | 98610 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| BESSEMER GROUP INC | 1054074 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 520 | 5 | — | — | — | Aug 12, 2026 | SEC_13F_DATASET |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 1446194 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 243800 | 2108870 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| Cetera Investment Advisers | 1666741 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 54264 | 469384 | — | — | — | Aug 12, 2026 | SEC_13F_DATASET |
| Penn Capital Management Company, LLC | 1158202 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 1488060 | 12893541 | — | — | — | Jul 30, 2026 | SEC_13F_DATASET |
| Tower Research Capital LLC (TRC) | 1533421 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 8473 | 73291 | — | — | — | Aug 11, 2026 | SEC_13F_DATASET |
| Ensign Peak Advisors, Inc | 1454984 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 12150 | 105098 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| HSBC HOLDINGS PLC | 873630 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 141600 | 1233336 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| BRAIDWELL LP | 1920938 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 69121000 | 66183358 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| Focus Partners Wealth | 1542153 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 30563 | 264371 | — | — | — | Aug 12, 2026 | SEC_13F_DATASET |
| SJS Investment Consulting Inc. | 1894302 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 441 | 3815 | — | — | — | Jul 22, 2026 | SEC_13F_DATASET |
| SSI INVESTMENT MANAGEMENT LLC | 938487 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 4533000 | 4317683 | — | — | — | Aug 10, 2026 | SEC_13F_DATASET |
| Optiver Holding B.V. | 1859606 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 506 | 4377 | — | — | — | Aug 12, 2026 | SEC_13F_DATASET |
| Quantinno Capital Management LP | 1759654 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 85613 | 740552 | — | — | — | Aug 13, 2026 | SEC_13F_DATASET |
| Swiss National Bank | 1582202 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 227800 | 1970470 | — | — | — | Aug 11, 2026 | SEC_13F_DATASET |
| CX Institutional | 1737089 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 25080 | 217 | — | — | — | Jul 2, 2026 | SEC_13F_DATASET |
| AMERICAN CENTURY COMPANIES INC | 748054 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 6521659 | 56412361 | — | — | — | Aug 12, 2026 | SEC_13F_DATASET |
| Cyndeo Wealth Partners, LLC | 1950947 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 46841 | 405175 | — | — | — | Jul 21, 2026 | SEC_13F_DATASET |
| SHENKMAN CAPITAL MANAGEMENT INC | 1275228 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 6634000 | 6501861 | — | — | — | Aug 10, 2026 | SEC_13F_DATASET |
| VIRGINIA RETIREMENT SYSTEMS ET Al | 1005354 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 25200 | 217980 | — | — | — | Aug 25, 2026 | SEC_13F_DATASET |
| Arax Advisory Partners | 1586767 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 7713 | 66717 | — | — | — | Aug 10, 2026 | SEC_13F_DATASET |
| XPONANCE LLC | 1637541 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 11910 | 103022 | — | — | — | Aug 10, 2026 | SEC_13F_DATASET |
| Mariner, LLC | 1373442 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 93024 | 804756 | — | — | — | Aug 13, 2026 | SEC_13F_DATASET |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 1368163 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 55630 | 481200 | — | — | — | Aug 12, 2026 | SEC_13F_DATASET |
| Allworth Financial LP | 1555170 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 6666 | 57661 | — | — | — | Aug 11, 2026 | SEC_13F_DATASET |
| VANGUARD PORTFOLIO MANAGEMENT LLC | 2100121 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 1198123 | 10363764 | — | — | — | Aug 13, 2026 | SEC_13F_DATASET |
| Rehmann Capital Advisory Group | 1633037 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 23950 | 207167 | — | — | — | Aug 20, 2026 | SEC_13F_DATASET |
| INDEPENDENT FINANCIAL GROUP, LLC | 275484 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 78350 | 677728 | — | — | — | Jul 15, 2026 | SEC_13F_DATASET |
| Cassaday & Co Wealth Management LLC | 1963612 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 210 | 1817 | — | — | — | Aug 10, 2026 | SEC_13F_DATASET |
| Clearstead Advisors, LLC | 842775 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 240 | 2077 | — | — | — | Aug 6, 2026 | SEC_13F_DATASET |
| Steward Partners Investment Advisory, LLC | 1723397 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 703 | 6081 | — | — | — | Aug 13, 2026 | SEC_13F_DATASET |
| ADVENT CAPITAL MANAGEMENT /DE/ | 1097278 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 35108000 | 33693439 | — | — | — | Aug 11, 2026 | SEC_13F_DATASET |
| China Universal Asset Management Co., Ltd. | 1906594 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 25000 | 216250 | — | — | — | Jul 24, 2026 | SEC_13F_DATASET |
| Virtus Fixed Income Advisers, LLC | 2079921 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 65000 | 61913 | — | — | — | Aug 13, 2026 | SEC_13F_DATASET |
| First Eagle Investment Management, LLC | 1325447 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 996637 | 8620910 | — | — | — | Aug 5, 2026 | SEC_13F_DATASET |
| Guided Capital Wealth Management, LLC | 1849618 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 10000 | 86500 | — | — | — | Jul 24, 2026 | SEC_13F_DATASET |
| Mitsubishi UFJ Asset Management Co., Ltd. | 1466546 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 82143 | 710537 | — | — | — | Aug 7, 2026 | SEC_13F_DATASET |
| Jefferies Financial Group Inc. | 96223 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 3149000 | 3014992 | — | — | — | Aug 17, 2026 | SEC_13F_DATASET |
| OXFORD FINANCIAL GROUP, LTD. LLC | 1245862 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 30000 | 259500 | — | — | — | Aug 11, 2026 | SEC_13F_DATASET |
| Parallel Advisors, LLC | 1690010 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 426 | 3685 | — | — | — | Aug 5, 2026 | SEC_13F_DATASET |
| Pure Financial Advisors, LLC | 1571556 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 23847 | 206277 | — | — | — | Aug 17, 2026 | SEC_13F_DATASET |
| IMC-Chicago, LLC | 1452861 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 121200 | 1048380 | — | — | — | Aug 6, 2026 | SEC_13F_DATASET |
| Merit Financial Group, LLC | 1621225 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 7410 | 64097 | — | — | — | Jul 17, 2026 | SEC_13F_DATASET |
| ROYAL BANK OF CANADA | 1000275 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 1506646 | 13032000 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| Rothschild Wealth LLC | 1811345 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 16836 | 145631 | — | — | — | Aug 11, 2026 | SEC_13F_DATASET |
| FRANKLIN RESOURCES INC | 38777 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 64551 | 558366 | — | — | — | Aug 13, 2026 | SEC_13F_DATASET |
| Police & Firemen's Retirement System of New Jersey | 2040686 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 36875 | 318969 | — | — | — | Jul 23, 2026 | SEC_13F_DATASET |
Informational research only, not financial advice. Forecasts are uncertain and can be wrong.