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Disclosery

ATEC ALPHATEC HLDGS INC

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COM NEW (common), issuer CIK 1350653

275 managers (285 13F filers) reported a position in ATEC shares at 2026-03-31, 113,128,360 shares in all. 48 filers opened a position and 51 filers sold out during the quarter.

Managers
275
13F filers
285
New
48
Added
109
Reduced
78
Sold out
51
Shares held by filers
113,128,360

Shares held by filers adds up every 13F filer's report, so a share reported by a parent and by its subsidiary counts twice (H9). Managers counts each filer group once.

13D and 13G filers

No 13D or 13G on this security in the data. Structured 13D/G data starts 2024-12-18.

Insider trades

No Form 4 transaction on this security in the data.

13F holders, Q1 2026

Filers in the available 13F reports with a share position at 2026-03-31, filer groups collapsed to one row (method), largest first. Options and principal amounts are left out. A group row states no % of portfolio, since each member reports its own portfolio: the members' percents are listed under it. A value about 1,000 times or 1/1,000 of the price other filers imply is shown as filed but neither ranks the row nor enters a sum.

HolderSharesValue% of portfolioChangeSource
CANADA LIFE ASSURANCE Coin group CANADA LIFE ASSURANCE Co12,948$142K<0.01%-12513F-HRTimelineGroup
VICTORY CAPITAL MANAGEMENT INC12,991$141K<0.01%-32513F-HRTimeline
Ballentine Partners, LLC12,695$138K<0.01%-7713F-HRTimeline
M&T Bank Corpin group M&T Bank Corp12,145$132K<0.01%-49113F-HR/ATimelineGroup
Avidian Wealth Enterprises, LLC11,554$126K<0.01%+1113F-HRTimeline
CANADA PENSION PLAN INVESTMENT BOARD11,400$124K<0.01%-166,70013F-HRTimeline
Tower Research Capital LLC (TRC)in group Tower Research Capital LLC (T…11,351$123K<0.01%+46913F-HRTimelineGroup
Merit Financial Group, LLC11,257$122K<0.01%+1,40913F-HRTimeline
Focus Partners Wealthin group Focus Partners Wealth10,803$118K<0.01%new13F-HRTimelineGroup
XPONANCE LLC10,722$117K<0.01%new13F-HRTimeline
Argent Trust Co10,671$116K<0.01%013F-HRTimeline
Lido Advisors, LLCin group Lido Advisors, LLC10,612$115K<0.01%new13F-HRTimelineGroup
STEPHENS INC /AR/in group Stephens Investment Managemen…10,524$115K<0.01%+5113F-HRTimelineGroup
Redhawk Wealth Advisors, Inc.10,335$112K0.01%new13F-HRTimeline
CHILTON INVESTMENT CO INC.10,325$112K<0.01%013F-HRTimeline
Segment Wealth Management, LLC10,108$110K0.01%-12,83713F-HRTimeline
PARK NATIONAL CORP /OH/10,090$110K<0.01%013F-HRTimeline
Destiny Wealth Partners, LLC10,000$109K0.01%013F-HRTimeline
Bayforest Capital Ltd9,872$107K0.12%new13F-HRTimeline
Ameritas Investment Partners, Inc.in group Ameritas Investment Partners,…9,692$105K<0.01%013F-HRTimelineGroup
Caitong International Asset Management …9,505$103K0.02%new13F-HRTimeline
State of Alaska, Department of Revenue8,266$89K<0.01%013F-HRTimeline
NISA INVESTMENT ADVISORS, LLC8,034$87.4K<0.01%+2,53413F-HRTimeline
Smartleaf Asset Management LLC6,780$74.6K<0.01%+6,58613F-HRTimeline
China Universal Asset Management Co., L…6,400$69.6K0.01%+1,40013F-HRTimeline
MAI Capital Management5,787$63K<0.01%+3,26913F-HRTimeline
Newton One Investments LLC5,500$59.8K0.02%013F-HRTimeline
KBC Group NVin group KBC Group NV4,118$45K<0.01%013F-HRTimelineGroup
Essential Partners LLC3,969$43.2K0.01%-16913F-HRTimeline
Allworth Financial LP3,651$39.7K<0.01%+1,54613F-HRTimeline
US BANCORP \DE\in group US BANCORP \DE\3,248$35.3K<0.01%+2,28913F-HRTimelineGroup
MCF Advisors LLC2,790$30.4K<0.01%013F-HRTimeline
SUMMIT SECURITIES GROUP LLC2,694$29.3K0.01%new13F-HRTimeline
Arax Advisory Partners2,557$27.7K<0.01%-50213F-HRTimeline
Ensign Peak Advisors, Inc2,450$26.7K<0.01%new13F-HR/ATimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…1,935$21.1K<0.01%-63613F-HRTimelineGroup
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…1,539$16.7K<0.01%-11013F-HR/ATimelineGroup
Larson Financial Group LLC1,159$12.6K<0.01%-1,13413F-HRTimeline
Cassaday & Co Wealth Management LLC1,104$12K<0.01%new13F-HRTimeline
SIGNATUREFD, LLC1,065$11.6K<0.01%-1413F-HRTimeline
BROWN BROTHERS HARRIMAN & COin group BROWN BROTHERS HARRIMAN & CO1,000$10.9K<0.01%013F-HRTimelineGroup
Sterling Capital Management LLC763$8.3K<0.01%-1813F-HRTimeline
QUADRANT CAPITAL GROUP LLC696$7.57K<0.01%013F-HR/ATimeline
ROTHSCHILD INVESTMENT LLC657$7.15K<0.01%+43013F-HRTimeline
Parallel Advisors, LLC598$6.51K<0.01%+26313F-HR/ATimeline
Optiver Holding B.V.in group Optiver Holding B.V.590$6.42K<0.01%+11613F-HR/ATimelineGroup
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP581$6.35K<0.01%+38213F-HRTimelineGroup
BESSEMER GROUP INCin group BESSEMER GROUP INC520$6K<0.01%new13F-HRTimelineGroup
LAZARD ASSET MANAGEMENT LLCin group LAZARD ASSET MANAGEMENT LLC544$5.92K<0.01%-6,42113F-HRTimelineGroup
First Command Advisory Services, Inc.455$4.95K<0.01%013F-HRTimeline
Farther Finance Advisors, LLC410$4.62K<0.01%+8113F-HRTimeline
HUNTINGTON NATIONAL BANKin group HUNTINGTON NATIONAL BANK392$4.26K<0.01%-213F-HRTimelineGroup
Steward Partners Investment Advisory, L…381$4.14K<0.01%+28113F-HRTimeline
Millstone Evans Group, LLC365$3.97K<0.01%new13F-HRTimeline
Caption Management, LLC300$3.26K<0.01%new13F-HRTimeline
GAMMA Investing LLC246$2.68K<0.01%-42213F-HRTimeline
True Wealth Design, LLC196$2.13K<0.01%013F-HRTimeline
Wealth Preservation Advisors, LLC190$2.07K<0.01%new13F-HRTimeline
Basecamp Wealth Advisors LLC168$1.83K<0.01%new13F-HRTimeline
Elequin Capital, LP127$1.38K<0.01%-40213F-HRTimeline
IFP Advisors, Inc118$1.28K<0.01%013F-HRTimeline
SJS Investment Consulting Inc.114$1.24K<0.01%+10113F-HRTimeline
Parkside Financial Bank & Trust105$1.14K<0.01%013F-HRTimeline
Root Financial Partners, LLC103$1.12K<0.01%new13F-HRTimeline
Physician Wealth Advisors, Inc.101$1.1K<0.01%013F-HRTimeline
Owl Creek Wealth Partners LLC100$1.09K<0.01%13F-HRTimeline
MCGUIRE CAPITAL ADVISORS INC75$816<0.01%new13F-HRTimeline
Clearstead Advisors, LLC31$338<0.01%013F-HRTimeline
Investors Portfolio Services LLC43$328<0.01%new13F-HRTimeline
Sunbelt Securities, Inc.27$294<0.01%-2813F-HRTimeline
JPL Wealth Management, LLC18$196<0.01%new13F-HR/ATimeline
Godfrey Financial Associates, Inc.15$163<0.01%013F-HRTimeline
PRIVATE TRUST CO NA14$152<0.01%013F-HRTimeline
Hughes Financial Services, LLC3$33<0.01%new13F-HRTimeline
Covestor Ltd10$00%013F-HRTimelineValue filed as zero, left out of ratios.