Institutional Ownership Alphatec Holdings, Inc. (ATEC)
This table provides information about the institutional ownership of Alphatec Holdings, Inc. (ATEC). We have compiled data on the 309 institutions that hold shares in the stock, with a total of 108 Million shares, which have been reported (via 13F filing form) to have a value of $2.14 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Phillips Financial Management, LLC
|
Oct 24, 2025 Q3 2025 |
60,553
shares
|
$1.2 Million
0.06% of portfolio
|
Q2 2024
Reduced 0.02%
|
|
|
Creative Planning
Overland Park, KS |
Nov 14, 2025 Q3 2025 |
58,654
shares
|
$1.16 Million
0.0% of portfolio
|
Q3 2025
Added 0.92%
|
|
|
Jefferies Financial Group Inc.
New York, NY |
Nov 12, 2025 Q3 2025 |
55,000
shares
|
$1.09 Million
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Intech Investment Management LLC
West Palm Beach, FL |
Nov 10, 2025 Q3 2025 |
54,782
shares
|
$1.08 Million
0.01% of portfolio
|
Q3 2025
Reduced 34.51%
|
|
|
Federated Hermes, Inc.
Pittsburgh, PA |
Nov 03, 2025 Q3 2025 |
54,384
shares
|
$1.07 Million
0.0% of portfolio
|
Q3 2025
Added 27.29%
|
|
|
Graham Capital Management, L.P.
Rowayton, CT |
Nov 14, 2025 Q3 2025 |
52,486
shares
|
$1.04 Million
0.02% of portfolio
|
Q3 2025
Added 156.63%
|
|
|
Polen Capital
Polen Capital Management LLC | Boca Raton, Fl
|
Nov 12, 2025 Q3 2025 |
51,700
shares
|
$1.02 Million
0.0% of portfolio
|
Q3 2025
Added 51.2%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
51,348
shares
|
$1.01 Million
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Ieq Capital, LLC
|
Nov 14, 2025 Q3 2025 |
50,756
shares
|
$1 Million
0.0% of portfolio
|
Q3 2025
Reduced 28.9%
|
|
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
Jan 07, 2026 Q4 2025 |
46,841
shares
|
$924,641
0.05% of portfolio
|
Q4 2022
New holding
|
|
|
Campbell & CO Investment Adviser LLC
Baltimore, MD |
Oct 28, 2025 Q3 2025 |
46,709
shares
|
$922,035
0.05% of portfolio
|
Q3 2025
New holding
|
|
|
Gsa Capital Partners LLP
London, X0 |
Nov 07, 2025 Q3 2025 |
43,072
shares
|
$850,241
0.05% of portfolio
|
Q3 2025
Reduced 23.23%
|
|
|
Voya Investment Management LLC
Atlanta, GA |
Oct 09, 2025 Q3 2025 |
41,651
shares
|
$822,190
0.0% of portfolio
|
Q3 2025
Reduced 21.06%
|
|
|
Valeo Financial Advisors, LLC
|
Nov 03, 2025 Q3 2025 |
41,296
shares
|
$815,183
0.01% of portfolio
|
Q3 2025
Added 2.09%
|
|
|
Commonwealth Equity Services, LLC
|
Oct 22, 2025 Q3 2025 |
40,781
shares
|
$805,016
0.0% of portfolio
|
Q3 2025
Added 2.92%
|
|
|
Oxford Financial Group LTD
Indianapolis, IN |
Nov 13, 2025 Q3 2025 |
40,000
shares
|
$789,599
0.03% of portfolio
|
Q4 2024
Reduced 1.3%
|
|
|
Summit Wealth Group LLC / CO
Colorado Springs, CO |
Nov 14, 2025 Q3 2025 |
39,986
shares
|
$789,323
0.17% of portfolio
|
Q3 2025
New holding
|
|
|
Legato Capital Management LLC
|
Nov 12, 2025 Q3 2025 |
39,230
shares
|
$774,400
0.07% of portfolio
|
Q3 2025
New holding
|
|
|
Semanteon Capital Management, LP
Newton, MA |
Nov 10, 2025 Q3 2025 |
38,490
shares
|
$759,792
0.7% of portfolio
|
Q3 2025
Added 262.29%
|
|
|
Zurcher Kantonalbank (Zurich Cantonalbank)
Zurich, V8 |
Nov 14, 2025 Q3 2025 |
37,208
shares
|
$734,485
0.0% of portfolio
|
Q3 2025
Added 8.54%
|
|
|
Cwm, LLC
|
Oct 15, 2025 Q3 2025 |
37,146
shares
|
$733,262
0.0% of portfolio
|
Q3 2025
Added 4.52%
|
|
|
Norden Group LLC
Provo, UT |
Jan 13, 2026 Q4 2025 |
36,687
shares
|
$724,201
0.08% of portfolio
|
Q4 2025
Added 0.03%
|
|
|
Captrust Financial Advisors
Raleigh, NC |
Nov 19, 2025 Q3 2025 |
36,424
shares
|
$719,009
0.0% of portfolio
|
Q3 2025
Reduced 25.96%
|
|
|
State Of Wisconsin Investment Board
Madison, WI |
Nov 14, 2025 Q3 2025 |
34,896
shares
|
$688,847
0.0% of portfolio
|
Q3 2025
Reduced 27.77%
|
|
|
Arizona State Retirement System
|
Nov 03, 2025 Q3 2025 |
34,603
shares
|
$683,063
0.0% of portfolio
|
Q3 2025
Added 2.82%
|
|