Company · Ownership research

Alphatec Holdings, Inc. ATEC

CIK 0001350653 · CUSIP 02081G201

Insider trading Initial holdings Institutional holders

Quarter-end disclosures, not live holdings.

Several CUSIPs are reported for this company; this page shows CUSIP 02081G201 (ATEC), not CUSIP 02081G901 (ATEC), CUSIP 02081G951 (ATEC), CUSIP 02081GAB8 (ATEC), and does not merge CUSIPs.

This page lists the top 20 of 113 rows by value; the complete set is available through the API.

Some filings reported values in thousands; those figures were scaled ×1,000 to dollars.

Top 20 institutions

Weight means this stock's share of the manager's own portfolio.

By reported value

#	Manager	Value	Manager weight	Change vs prior	Source
01	GEODE CAPITAL MANAGEMENT, LLC CIK 1214717 · View history	$33.99M 3,292,493 shares	0.00%	+103.60K(+3.20%)Added	SEC filing ↗ Nov 6, 2026	▾
02	Penn Capital Management Company, LLC CIK 1158202 · View history	$18.30M 1,769,971 shares	1.33%	+281.91K(+18.90%)Added	SEC filing ↗ Nov 4, 2026	▾
03	Aberdeen Group plc CIK 1716774 · View history	$17.67M 1,712,328 shares	0.02%	+523.75K(+44.10%)Added	SEC filing ↗ Nov 6, 2026	▾
04	Granite Investment Partners, LLC CIK 1542266 · View history	$15.57M 1,509,092 shares	0.85%	+295.52K(+24.40%)Added	SEC filing ↗ Nov 4, 2026	▾
05	DEUTSCHE BANK AG\ CIK 948046 · View history	$9.41M 912,096 shares	0.00%	-13.09K(-1.40%)Reduced	SEC filing ↗ Nov 6, 2026	▾
06	KING LUTHER CAPITAL MANAGEMENT CORP CIK 310051 · View history	$7.12M 690,038 shares	0.03%	+9.33K(+1.40%)Added	SEC filing ↗ Nov 5, 2026	▾
07	Motley Fool Asset Management LLC CIK 1512814 · View history	$5.87M 569,046 shares	0.22%	-107.78K(-15.90%)Reduced	SEC filing ↗ Oct 27, 2026	▾
08	CONGRESS ASSET MANAGEMENT CO CIK 897378 · View history	$5.49M 532,069 shares	0.04%	+91.43K(+20.70%)Added	SEC filing ↗ Oct 6, 2026	▾
09	Amundi CIK 1330387 · View history	$5.33M 516,260 shares	0.00%	+516.26KNew	SEC filing ↗ Nov 6, 2026	▾
10	Russell Investments Group, Ltd. CIK 1692234 · View history	$4.74M 459,117 shares	0.00%	-32.24K(-6.60%)Reduced	SEC filing ↗ Nov 6, 2026	▾
11	OP Asset Management Ltd CIK 2097005 · View history	$4.72M 457,518 shares	0.04%	-22.59K(-4.70%)Reduced	SEC filing ↗ Nov 5, 2026	▾
12	Bank of New York Mellon Corp CIK 1390777 · View history	$3.70M 358,335 shares	0.00%	+929(+0.30%)Added	SEC filing ↗ Nov 5, 2026	▾
13	Kopp Family Office, LLC CIK 1683689 · View history	$3.41M 330,266 shares	1.82%	+1.30K(+0.40%)Added	SEC filing ↗ Oct 21, 2026	▾
14	PNC FINANCIAL SERVICES GROUP, INC. CIK 713676 · View history	$3.18M 308,193 shares	0.00%	-2.70K(-0.90%)Reduced	SEC filing ↗ Nov 6, 2026	▾
15	PRINCIPAL FINANCIAL GROUP INC CIK 1126328 · View history	$2.99M 289,736 shares	0.00%	-28.99K(-9.10%)Reduced	SEC filing ↗ Nov 2, 2026	▾
16	MARATHON CAPITAL MANAGEMENT CIK 1213206 · View history	$2.87M 277,625 shares	0.59%	-1.65K(-0.60%)Reduced	SEC filing ↗ Oct 23, 2026	▾
17	HARBOR CAPITAL ADVISORS, INC. CIK 1039128 · View history	$2.55M 247,385 shares	0.17%	+30.00K(+13.80%)Added	SEC filing ↗ Oct 22, 2026	▾
18	LPL Financial LLC CIK 1403438 · View history	$2.13M 206,875 shares	0.00%	-12.44K(-5.70%)Reduced	SEC filing ↗ Nov 6, 2026	▾
19	Apollon Wealth Management, LLC CIK 1764387 · View history	$2.04M 197,465 shares	0.02%	-125.92K(-38.90%)Reduced	SEC filing ↗ Oct 23, 2026	▾
20	GREAT LAKES ADVISORS, LLC CIK 1078013 · View history	$1.99M 192,620 shares	0.02%	-87.54K(-31.20%)Reduced	SEC filing ↗ Nov 6, 2026	▾

Showing 20 / 113 institutions. The complete set is available through the API.

Coverage & totals by quarter

Reporting institutions

113

Cancelled or null records excluded

Disclosed shares

17,708,201

Not deduplicated across managers

Disclosed value

$182.78M

Not market cap or free float

Reporting institutions by quarter

Counts also change with data coverage and reporting entities; they do not measure net buying. Distinct managers with a live stock row in this CUSIP; totals may include overlapping filings and are not a share of the company.

Alphatec Holdings, Inc. · Q3 2026

Explore all 113 reporting institutions.

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Sources, coverage & how to read this data

Figures are as reported to the SEC and merged with later amendments where Akkru could match them. Preview limits apply to what is listed, not to the totals, which come from the complete reported data. Nothing is zero-filled: a missing quarter or month is shown as missing.