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 |
|---|---|---|---|---|---|
|
Rothschild Investment LLC
Chicago, IL |
Nov 07, 2025 Q3 2025 |
180
shares
|
$3,553
0.0% of portfolio
|
Q3 2025
Reduced 25.0%
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Oct 14, 2025 Q3 2025 |
169
shares
|
$3,336
0.0% of portfolio
|
Q3 2025
Added 9.74%
|
|
|
Golden State Wealth Management, LLC
Santa Ana, CA |
Nov 03, 2025 Q3 2025 |
144
shares
|
$2,842
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Parkside Financial Bank & Trust
|
Oct 30, 2025 Q3 2025 |
105
shares
|
$2,072
0.0% of portfolio
|
Q2 2025
Added 75.0%
|
|
|
Uma Financial Services, Inc.
|
Nov 04, 2025 Q3 2025 |
101
shares
|
$1,993
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Steward Partners Investment Advisory, LLC
|
Nov 12, 2025 Q3 2025 |
100
shares
|
$1,973
0.0% of portfolio
|
Q2 2021
Reduced 97.33%
|
|
|
Johnson Financial Group, Inc.
Racine, WI |
Nov 13, 2025 Q3 2025 |
93
shares
|
$1,835
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Sunbelt Securities, Inc.
Houston, TX |
Nov 19, 2025 Q3 2025 |
55
shares
|
$1,085
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Td Capital Management LLC
Memphis, TN |
Nov 24, 2025 Q3 2025 |
43
shares
|
$848
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Steward Financial Group LLC
|
Oct 20, 2023 Q3 2023 |
20
shares
|
$394
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Private Trust CO Na
|
Oct 15, 2025 Q3 2025 |
14
shares
|
$276
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Covestor LTD
Boston, MA |
Oct 30, 2025 Q3 2025 |
10
shares
|
$197
0.0% of portfolio
|
Q2 2025
Reduced 9.09%
|
|
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
Nov 04, 2025 Q3 2025 |
2
shares
|
$39
0.0% of portfolio
|
Q3 2025
Reduced 98.61%
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Aug 12, 2025 Q2 2025 |
0
shares
|
$0
100.0% of portfolio
|
Q2 2025
New holding
|
|
|
Ifp Advisors, Inc
|
Dec 02, 2025 Q3 2025 |
0
shares
|
$0
0.0% of portfolio
|
Q3 2025
Closed
|
|