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Alphatec Holdings Inc (ATEC)

CUSIP: 02081G201 | NYSE | Healthcare · Medical Devices | Small Cap | 677 institutional holders

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile

Beneficial Ownership — 13D / 13G

Full history →

5%+ stakes reported outside the quarterly cycle. A 13D is due within five business days of the event below, so these figures lead the holders table until the filer's next 13F catches up to them.

HolderShares% of ClassChangeEvent Datevs 13F
13D/AJennifer N. Pritzker
with David R. Pelizzon, Squadron Capital LLC, Squadron Capital Holdings LLC
13,215,7818.9%New 5%+ stakeDec 15, 2025No 13F filer matched
13D/AJennifer N. Pritzker13,215,781
8.9% of class · Dec 15, 2025New 5%+ stake
with David R. Pelizzon, Squadron Capital LLC, Squadron Capital Holdings LLC
No 13F filer matched

Institutional Holders — Q3 2026

Penn Capital Management Company, LLC1,769,971
1.3% of portfolio›$18.3M
Granite Investment Partners, LLC1,509,092
0.8% of portfolio›$15.6M
Motley Fool Asset Management LLC569,046
0.2% of portfolio›$5.9M
Congress Asset Management Co532,069
0.0% of portfolio›$5.5M
Kopp Family Office, LLC330,266
2.1% of portfolio›$3.4M
Principal Financial Group Inc289,736
0.0% of portfolio›$3.0M
Marathon Capital Management277,625
0.6% of portfolio›$2.9M
Harbor Capital Advisors, Inc.247,385
0.4% of portfolio›$2.6M
Apollon Wealth Management, LLC197,465
0.0% of portfolio›$2.0M
Wedge Capital Management L L P192,294
0.0% of portfolio›$2.0M
Perkins Capital Management Inc183,905
1.4% of portfolio›$1.9M
Citigroup Inc165,089
0.0% of portfolio›$1.7M
DekaBank Deutsche Girozentrale162,400
0.0% of portfolio›$1.7M
Creative Planning143,300
0.0% of portfolio›$1.5M
Assenagon Asset Management S.A.125,291
0.0% of portfolio›$1.3M
Kornitzer Capital Management Inc115,000
0.0% of portfolio›$1.2M
Courier Capital LLC99,000
0.1% of portfolio›$1.0M
Accurate Wealth Management, LLC75,063
0.1% of portfolio›$812.2K
Avid Wealth Partners LLC75,062
0.4% of portfolio›$774.6K
Independent Financial Group, LLC70,350
0.0% of portfolio›$726.0K
Wealth Enhancement Advisory Services, LLC69,556
0.0% of portfolio›$719.9K
Vontobel Holding Ltd.62,788
0.0% of portfolio›$648.0K
Phillips Financial Management, LLC59,566
0.0% of portfolio›$614.7K
Kestra Advisory Services, LLC49,616
0.0% of portfolio›$512.0K
AA Financial Advisors, LLC48,094
0.1% of portfolio›$496.3K
Cyndeo Wealth Partners, LLC46,841
0.0% of portfolio›$483.4K
Valeo Financial Advisors, LLC43,217
0.0% of portfolio›$446.0K
Commonwealth Equity Services, LLC40,843
0.0% of portfolio›$421.5K
Weatherly Asset Management L. P.38,333
0.0% of portfolio›$395.6K
Norden Group LLC37,076
0.0% of portfolio›$382.6K
Arizona State Retirement System34,660
0.0% of portfolio›$357.7K
State of Wyoming30,666
0.0% of portfolio›$316.5K
Kestra Private Wealth Services, LLC29,000
0.0% of portfolio›$299.3K
Caitong International Asset Management Co., Ltd25,385
0.0% of portfolio›$262.0K
CX Institutional25,080
0.0% of portfolio›$259
Redhawk Wealth Advisors, Inc.23,664
0.0% of portfolio›$244.2K
Truist Financial Corp21,379
0.0% of portfolio›$220.6K
China Universal Asset Management Co., Ltd.20,800
0.0% of portfolio›$215.7K
Lighthouse Financial LLC18,970
0.1% of portfolio›$195.8K
Bfsg, LLC18,789
0.0% of portfolio›$193.9K
Virginia Retirement Systems ET Al17,900
0.0% of portfolio›$184.7K
Elco Management Co., LLC17,684
0.1% of portfolio›$182.5K
Pictet Asset Management Holding SA17,461
0.0% of portfolio›$180.2K
Fulcrum Asset Management LLP16,764
0.0% of portfolio›$173.8K
Choreo, LLC15,597
0.0% of portfolio›$161.0K
ProShare Advisors LLC15,577
0.0% of portfolio›$160.8K
Guided Capital Wealth Management, LLC15,000
0.1% of portfolio›$154.8K
Avidian Wealth Enterprises, LLC15,000
0.0% of portfolio›$154.8K
Y-Intercept (Hong Kong) Ltd14,652
0.0% of portfolio›$151.2K
PKS Advisory Services, LLC14,101
0.0% of portfolio›$122.0K
Brighton Jones LLC13,730
0.0% of portfolio›$141.7K
Focus Financial Network, Inc.13,699
0.0% of portfolio›$141.4K
Atlas Brown,Inc.12,800
0.0% of portfolio›$132.1K
Park National Corp12,264
0.0% of portfolio›$126.6K
Xponance LLC11,711
0.0% of portfolio›$120.9K
PharVision Advisers, LLC11,132
4.7% of portfolio›$114.9K
HB Wealth Management, LLC10,756
0.0% of portfolio›$111.0K
Oppenheimer Asset Management Inc.10,443
0.0% of portfolio›$107.8K
Chicago Partners Investment Group LLC10,075
0.0% of portfolio›$111.9K
Simplex Trading, LLC9,978
0.0% of portfolio›$103.0K
State of Alaska, Department of Revenue7,472
0.0% of portfolio›$77.0K
Newton One Investments LLC5,500
0.0% of portfolio›$56.8K
Sterling Capital Management LLC4,105
0.0% of portfolio›$42.4K
EverSource Wealth Advisors, LLC2,237
0.0% of portfolio›$23.1K
Farther Finance Advisors, LLC1,842
0.0% of portfolio›$19.0K
Exchange Traded Concepts, LLC1,767
0.0% of portfolio›$18.2K
Nisa Investment Advisors, LLC1,500
0.0% of portfolio›$15.5K
SJS Investment Consulting Inc.1,470
0.0% of portfolio›$15.2K
SBI Securities Co., Ltd.1,432
0.0% of portfolio›$14.8K
Root Financial Partners, LLC1,333
0.0% of portfolio›$13.8K
True Wealth Design, LLC1,087
0.0% of portfolio›$11.2K
Versant Capital Management, Inc757
0.0% of portfolio›$7.8K
Essential Partners LLC685
0.0% of portfolio›$7.1K
Parallel Advisors, LLC645
0.0% of portfolio›$6.7K
Provenance Wealth Advisors, LLC633
0.0% of portfolio›$6.5K
Gamma Investing LLC334
0.0% of portfolio›$3.4K
MassMutual Private Wealth & Trust, FSB274
0.0% of portfolio›$2.8K
Cassaday & Co Wealth Management LLC210
0.0% of portfolio›$2.2K
Parkside Financial Bank & Trust160
0.0% of portfolio›$1.7K
IFP Advisors, Inc156
0.0% of portfolio›$1.6K
Signaturefd, LLC109
0.0% of portfolio›$1.1K
West Paces Advisors Inc.100
0.0% of portfolio›$1.0K
Owl Creek Wealth Partners LLC100
0.0% of portfolio›$1.0K
TD Private Client Wealth LLC96
0.0% of portfolio›$991
Fortitude Family Office, LLC56
0.0% of portfolio›$578
Ascentis Wealth Management, LLC51
0.0% of portfolio›$526
Covestor Ltd40
0.0% of portfolio›$0
Capital Advisors, Ltd. LLC25
0.0% of portfolio›$0
StyleTurnoverLocationFiled
Penn Capital Management Company, LLC
1,769,971$18.3M1.3%ValueHighPhiladelphia, PA2026-11-04
Granite Investment Partners, LLC
1,509,092$15.6M0.8%CoreMediumEl Segundo, CA2026-11-04
Motley Fool Asset Management LLC
569,046$5.9M0.2%GrowthMediumAlexandria, VA2026-10-27
Congress Asset Management Co
532,069$5.5M0.0%GrowthMediumBoston, MA2026-10-06
Kopp Family Office, LLC
330,266$3.4M2.1%ETFHighMinnetonka, MN2026-10-21
Principal Financial Group Inc
289,736$3.0M0.0%CoreLowDes Moines, IA2026-11-02
Marathon Capital Management
277,625$2.9M0.6%CoreLowHunt Valley, MD2026-10-23
Harbor Capital Advisors, Inc.
247,385$2.6M0.4%ValueHighChicago, IL2026-10-22
Apollon Wealth Management, LLC
197,465$2.0M0.0%GrowthLowMount Pleasant, SC2026-10-23
Wedge Capital Management L L P
192,294$2.0M0.0%ValueMediumCharlotte, NC2026-10-13
Perkins Capital Management Inc
183,905$1.9M1.4%GrowthLowWayzata, MN2026-11-02
Citigroup Inc
165,089$1.7M0.0%CoreMediumNew York, NY2026-11-04
DekaBank Deutsche Girozentrale
162,400$1.7M0.0%CoreLowFrankfurt, Hong Kong2026-10-27
Creative Planning
143,300$1.5M0.0%IndexVery LowOverland Park, KS2026-11-02
Assenagon Asset Management S.A.
125,291$1.3M0.0%GrowthHighSenningerberg, Netherlands2026-10-15
Kornitzer Capital Management Inc
115,000$1.2M0.0%CoreLowShawnee Mission, KS2026-11-03
Courier Capital LLC
99,000$1.0M0.1%ETFLowBuffalo, NY2026-10-19
Accurate Wealth Management, LLC
75,063$812.2K0.1%CoreMediumWesley Chapel, FL2026-10-20
Avid Wealth Partners LLC
75,062$774.6K0.4%ETFMediumSan Antonio, TX2026-11-03
Independent Financial Group, LLC
70,350$726.0K0.0%GrowthLowSan Diego, CA2026-10-13
Wealth Enhancement Advisory Services, LLC
69,556$719.9K0.0%CoreLowPlymouth, MN2026-10-13
Vontobel Holding Ltd.
62,788$648.0K0.0%CoreMediumZurich, Switzerland2026-10-16
Phillips Financial Management, LLC
59,566$614.7K0.0%ETFVery LowFort Wayne, IN2026-10-19
Kestra Advisory Services, LLC
49,616$512.0K0.0%CoreLowAustin, TX2026-11-02
AA Financial Advisors, LLC
48,094$496.3K0.1%ETFMediumColumbus, OH2026-10-19
Cyndeo Wealth Partners, LLC
46,841$483.4K0.0%CoreMediumSt. Petersburg, FL2026-10-16
Valeo Financial Advisors, LLC
43,217$446.0K0.0%ETFLowCarmel, IN2026-10-08
Commonwealth Equity Services, LLC
40,843$421.5K0.0%ETFLowWaltham, MA2026-11-02
Weatherly Asset Management L. P.
38,333$395.6K0.0%GrowthVery LowDel Mar, CA2026-10-20
Norden Group LLC
37,076$382.6K0.0%GrowthMediumProvo, UT2026-10-20
Arizona State Retirement System
34,660$357.7K0.0%IndexVery LowPhoenix, AZ2026-11-03
State of Wyoming
30,666$316.5K0.0%ValueHighCheyenne, WY2026-10-28
Kestra Private Wealth Services, LLC
29,000$299.3K0.0%GrowthLowAustin, TX2026-10-30
Caitong International Asset Management Co., Ltd
25,385$262.0K0.0%GrowthVery HighHong Kong, South Korea2026-10-29
CX Institutional
25,080$2590.0%CoreMediumAuburn, IN2026-10-02
Redhawk Wealth Advisors, Inc.
23,664$244.2K0.0%ETFHighMinneapolis, MN2026-10-14
Truist Financial Corp
21,379$220.6K0.0%CoreLowCharlotte, NC2026-10-30
China Universal Asset Management Co., Ltd.
20,800$215.7K0.0%GrowthMediumShanghai, France2026-10-28
Lighthouse Financial LLC
18,970$195.8K0.1%Agg GrowthLowLargo, FL2026-10-23
Bfsg, LLC
18,789$193.9K0.0%CoreLowIrvine, CA2026-10-30
Virginia Retirement Systems ET Al
17,900$184.7K0.0%CoreMediumRichmond, VA2026-10-28
Elco Management Co., LLC
17,684$182.5K0.1%CoreLowNew York, NY2026-10-14
Pictet Asset Management Holding SA
17,461$180.2K0.0%GrowthMediumCarouge, Switzerland2026-11-03
Fulcrum Asset Management LLP
16,764$173.8K0.0%CoreMediumLondon, United Kingdom2026-11-04
Choreo, LLC
15,597$161.0K0.0%IndexLowRockford, IL2026-10-28
ProShare Advisors LLC
15,577$160.8K0.0%GrowthLowBethesda, MD2026-10-29
Guided Capital Wealth Management, LLC
15,000$154.8K0.1%ETFMediumHouston, TX2026-10-21
Avidian Wealth Enterprises, LLC
15,000$154.8K0.0%ETFLowHouston, TX2026-10-08
Y-Intercept (Hong Kong) Ltd
14,652$151.2K0.0%ValueVery HighHong Kong, South Korea2026-10-16
PKS Advisory Services, LLC
14,101$122.0K0.0%ETFMediumAlbany, NY2026-10-26
Brighton Jones LLC
13,730$141.7K0.0%CoreVery LowSeattle, WA2026-11-03
Focus Financial Network, Inc.
13,699$141.4K0.0%ETFLowMinneapolis, MN2026-10-14
Atlas Brown,Inc.
12,800$132.1K0.0%GrowthLowLouisville, KY2026-10-09
Park National Corp
12,264$126.6K0.0%CoreLowNewark, OH2026-10-05
Xponance LLC
11,711$120.9K0.0%IndexVery LowPhiladelphia, PA2026-11-03
PharVision Advisers, LLC
11,132$114.9K4.7%YieldVery HighBoca Raton, FL2026-10-29
HB Wealth Management, LLC
10,756$111.0K0.0%IndexVery LowAtlanta, GA2026-10-23
Oppenheimer Asset Management Inc.
10,443$107.8K0.0%CoreMediumNew York, NY2026-10-27
Chicago Partners Investment Group LLC
10,075$111.9K0.0%GARPLowChicago, IL2026-10-27
Simplex Trading, LLC
9,978$103.0K0.0%CoreVery HighChicago, IL2026-11-04
State of Alaska, Department of Revenue
7,472$77.0K0.0%CoreVery LowJuneau, AK2026-10-15
Newton One Investments LLC
5,500$56.8K0.0%ETFVery LowNewark, DE2026-10-14
Sterling Capital Management LLC
4,105$42.4K0.0%GARPMediumCharlotte, NC2026-10-22
EverSource Wealth Advisors, LLC
2,237$23.1K0.0%CoreMediumBirmingham, AL2026-11-04
Farther Finance Advisors, LLC
1,842$19.0K0.0%IndexLowSan Francisco, CA2026-10-08
Exchange Traded Concepts, LLC
1,767$18.2K0.0%GrowthMediumOklahoma City, OK2026-10-28
Nisa Investment Advisors, LLC
1,500$15.5K0.0%IndexVery LowSt. Louis, MO2026-10-20
SJS Investment Consulting Inc.
1,470$15.2K0.0%ETFVery LowSylvania, OH2026-10-26
SBI Securities Co., Ltd.
1,432$14.8K0.0%Agg GrowthLowTokyo, Mexico2026-10-22
Root Financial Partners, LLC
1,333$13.8K0.0%ETFMediumEncinitas, CA2026-10-21
True Wealth Design, LLC
1,087$11.2K0.0%ETFMediumAkron, OH2026-10-13
Versant Capital Management, Inc
757$7.8K0.0%GARPLowPhoenix, AZ2026-10-02
Essential Partners LLC
685$7.1K0.0%ValueMediumRancho Santa Fe, CA2026-10-14
Parallel Advisors, LLC
645$6.7K0.0%IndexLowSan Francisco, CA2026-11-03
Provenance Wealth Advisors, LLC
633$6.5K0.0%ETFLowFort Lauderdale, FL2026-10-30
Gamma Investing LLC
334$3.4K0.0%IndexVery LowFoster City, CA2026-10-08
MassMutual Private Wealth & Trust, FSB
274$2.8K0.0%CoreLowSpringfield, MA2026-10-05
Cassaday & Co Wealth Management LLC
210$2.2K0.0%ETFVery LowMclean, VA2026-10-27
Parkside Financial Bank & Trust
160$1.7K0.0%CoreVery LowSaint Louis, MO2026-10-27
IFP Advisors, Inc
156$1.6K0.0%GrowthLowTampa, FL2026-10-16
Signaturefd, LLC
109$1.1K0.0%IndexLowAtlanta, GA2026-10-23
West Paces Advisors Inc.
100$1.0K0.0%ETFLowAtlanta, GA2026-10-13
Owl Creek Wealth Partners LLC
100$1.0K0.0%IndexLowGreenwood Village, CO2026-10-20
TD Private Client Wealth LLC
96$9910.0%ETFLowNew York, NY2026-10-28
Fortitude Family Office, LLC
56$5780.0%ETFMediumScottsdale, AZ2026-10-14
Ascentis Wealth Management, LLC
51$5260.0%Agg GrowthLowDallas, TX2026-11-03
Covestor Ltd
40$00.0%ValueHighLondon, United Kingdom2026-10-30
Capital Advisors, Ltd. LLC
25$00.0%ETFLowShaker Heights, OH2026-10-27