ATEC Alphatec Holdings, Inc.
Alphatec Holdings, Inc. (ATEC) Institutional Ownership
What the institutions did with ATEC last quarter, from their 13F filings. Counting managers rather than shares is the point: a single index fund adding to a position tells you far less than four hundred separate managers all deciding to. Positions as reported for the quarter ended September 30, 2026.
Every manager below opens. Subscribers can see any firm's whole portfolio — every position, its weight, and what they bought, trimmed and exited last quarter.
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Each block is one manager, sized by shares held and colored by how much they moved the position last quarter. Green added, red cut, grey stood pat.
Largest holders
| Manager | Shares | % of reported |
|---|---|---|
| GEODE CAPITAL MANAGEMENT, LLC | 3.3M | 11.5% |
| EMERALD ADVISERS, LLC | 2.1M | 7.3% |
| Penn Capital Management Company, LLC | 1.8M | 6.2% |
| Aberdeen Group plc | 1.7M | 6.0% |
| UBS Group AG | 1.6M | 5.5% |
| Granite Investment Partners, LLC | 1.5M | 5.3% |
| EMERALD MUTUAL FUND ADVISERS TRUST | 1.4M | 4.9% |
| Nuveen, LLC | 1.2M | 4.2% |
| First Eagle Investment Management, LLC | 1.0M | 3.6% |
| FMR LLC | 971.5K | 3.4% |
| DEUTSCHE BANK AG\ | 912.1K | 3.2% |
| KING LUTHER CAPITAL MANAGEMENT CORP | 690.0K | 2.4% |
| Motley Fool Asset Management LLC | 569.0K | 2.0% |
| Squarepoint Ops LLC | 536.9K | 1.9% |
| CONGRESS ASSET MANAGEMENT CO | 532.1K | 1.9% |
| Amundi | 516.3K | 1.8% |
| Russell Investments Group, Ltd. | 459.1K | 1.6% |
| OP Asset Management Ltd | 457.5K | 1.6% |
| SEI INVESTMENTS CO | 422.4K | 1.5% |
| BANK OF MONTREAL /CAN/ | 362.6K | 1.3% |
| Bank of New York Mellon Corp | 358.3K | 1.3% |
| ROYCE & ASSOCIATES LP | 358.1K | 1.3% |
| Kopp Family Office, LLC | 330.3K | 1.2% |
| PNC Financial Services Group, Inc. | 308.2K | 1.1% |
| PRINCIPAL FINANCIAL GROUP INC | 289.7K | 1.0% |
Largest changes
| Manager | Action | Previous | Current | Change |
|---|---|---|---|---|
| Nuveen, LLC | Reduced | 2.6M | 1.2M | -1.4M |
| First Eagle Investment Management, LLC | Reduced | 2.0M | 1.0M | -958.5K |
| Aberdeen Group plc | Increased | 1.2M | 1.7M | +523.7K |
| Amundi | New | 0 | 516.3K | +516.3K |
| UBS Group AG | Reduced | 2.0M | 1.6M | -455.0K |
| Granite Investment Partners, LLC | Increased | 1.2M | 1.5M | +295.5K |
| Penn Capital Management Company, LLC | Increased | 1.5M | 1.8M | +281.9K |
| Squarepoint Ops LLC | Increased | 326.5K | 536.9K | +210.4K |
| Assenagon Asset Management S.A. | Reduced | 322.5K | 125.3K | -197.2K |
| WEDGE CAPITAL MANAGEMENT L L P/NC | New | 0 | 192.3K | +192.3K |
| DekaBank Deutsche Girozentrale | New | 0 | 162.4K | +162.4K |
| EMERALD MUTUAL FUND ADVISERS TRUST | Increased | 1.3M | 1.4M | +150.9K |
| Y-Intercept (Hong Kong) Ltd | Reduced | 145.1K | 14.7K | -130.4K |
| Apollon Wealth Management, LLC | Reduced | 323.4K | 197.5K | -125.9K |
| Motley Fool Asset Management LLC | Reduced | 676.8K | 569.0K | -107.8K |
| GEODE CAPITAL MANAGEMENT, LLC | Increased | 3.2M | 3.3M | +103.6K |
| CITIGROUP INC | Increased | 63.4K | 165.1K | +101.7K |
| SEI INVESTMENTS CO | Increased | 327.1K | 422.4K | +95.3K |
| CONGRESS ASSET MANAGEMENT CO | Increased | 440.6K | 532.1K | +91.4K |
| GREAT LAKES ADVISORS, LLC | Reduced | 280.2K | 192.6K | -87.5K |
| Accurate Wealth Management, LLC | New | 0 | 75.1K | +75.1K |
| ROYCE & ASSOCIATES LP | Increased | 306.1K | 358.1K | +52.0K |
| IEQ CAPITAL, LLC | Increased | 104.5K | 154.3K | +49.7K |
| ACADIAN ASSET MANAGEMENT LLC | Reduced | 50.5K | 771 | -49.7K |
| FMR LLC | Increased | 925.7K | 971.5K | +45.7K |
| FIFTH THIRD BANCORP | Increased | 1.3K | 35.6K | +34.3K |
| Creative Planning | Increased | 110.3K | 143.3K | +33.0K |
| Russell Investments Group, Ltd. | Reduced | 491.4K | 459.1K | -32.2K |
| HARBOR CAPITAL ADVISORS, INC. | Increased | 217.4K | 247.4K | +30.0K |
| PRINCIPAL FINANCIAL GROUP INC | Reduced | 318.7K | 289.7K | -29.0K |
| Kestra Advisory Services, LLC | Increased | 21.5K | 49.6K | +28.1K |
| AA Financial Advisors, LLC | Increased | 20.0K | 48.1K | +28.1K |
| INTECH INVESTMENT MANAGEMENT LLC | Sold Out | 27.2K | 0 | -27.2K |
| ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ | Reduced | 53.9K | 28.0K | -25.9K |
| KORNITZER CAPITAL MANAGEMENT INC /KS | Reduced | 140.0K | 115.0K | -25.0K |
| Savant Capital, LLC | New | 0 | 24.5K | +24.5K |
| ELEVATION POINT WEALTH PARTNERS, LLC | Sold Out | 23.5K | 0 | -23.5K |
| OP Asset Management Ltd | Reduced | 480.1K | 457.5K | -22.6K |
| Caitong International Asset Management Co., Ltd | Reduced | 45.7K | 25.4K | -20.3K |
| CenterStar Asset Management, LLC | Sold Out | 19.0K | 0 | -19.0K |
| ELCO Management Co., LLC | New | 0 | 17.7K | +17.7K |
| Fulcrum Asset Management LLP | New | 0 | 16.8K | +16.8K |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | Increased | 52.8K | 69.6K | +16.8K |
| Bayforest Capital Ltd | Sold Out | 14.9K | 0 | -14.9K |
| Focus Advisor Solutions, LLC | New | 0 | 14.8K | +14.8K |
| State of Wyoming | Increased | 16.3K | 30.7K | +14.3K |
| BRIGHTON JONES LLC | New | 0 | 13.7K | +13.7K |
| DEUTSCHE BANK AG\ | Reduced | 925.2K | 912.1K | -13.1K |
| LPL Financial LLC | Reduced | 219.3K | 206.9K | -12.4K |
| PARK NATIONAL CORP /OH/ | New | 0 | 12.3K | +12.3K |
| M&T Bank Corp | Sold Out | 12.0K | 0 | -12.0K |
| Private Advisor Group, LLC | New | 0 | 11.2K | +11.2K |
| PharVision Advisers, LLC | New | 0 | 11.1K | +11.1K |
| HB Wealth Management, LLC | New | 0 | 10.8K | +10.8K |
| OPPENHEIMER ASSET MANAGEMENT INC. | New | 0 | 10.4K | +10.4K |
| Chicago Partners Investment Group LLC | New | 0 | 10.1K | +10.1K |
| SIMPLEX TRADING, LLC | New | 0 | 10.0K | +10.0K |
| KING LUTHER CAPITAL MANAGEMENT CORP | Increased | 680.7K | 690.0K | +9.3K |
| PERKINS CAPITAL MANAGEMENT INC | Increased | 175.2K | 183.9K | +8.7K |
| Merit Financial Group, LLC | Increased | 12.4K | 20.7K | +8.3K |
13F filings are due 45 days after quarter end and cover long positions in U.S.-listed equities only, so this is a lagged and partial picture: shorts, bonds and foreign listings never appear. Options positions are excluded here rather than folded into the share counts. Political ownership is coming.