ATEC

Alphatec Holdings Inc Cross-source read
Health CareCUSIP 02081G201

Among active 13F managers last quarter, 7 opened and 36 added, while 9 reduced; the largest holder to move was American Century Companies Inc (−1.3%). Over the last 180 days, 5 insiders sold and 1 insider bought, a net -$5.4M in open-market trades.

Tracked 13F holders
246
109 in Q2 2026 filings
13F value (tracked)
$1.1B
Smart-money readMixed
Net sellingNet buying
Funds · active managers, latest 13F
43 adding · 9 trimming
Insiders · Form 4 open-market, 180d
1 buying · 5 selling · -$5.4M
US House · STOCK Act, 180d
0 buying · 0 selling

The legs disagree, or only one of them leans.

Who owns ATEC?

246 tracked 13F filers · ranked by shares held

246 tracked 13F filers disclose a position in ATEC as of the latest SEC 13F filings, a combined $1.1B in reported value. Holders and values reflect the 13F filers Arkolith currently tracks, not the entire institutional universe. Counts and totals are a floor, not the full institutional ownership.

#FundSharesPosition valueLast moveAs ofHistory
1BlackRock, Inc.10.1M
$109.8M
−0.7%
Reduced · −69K sh
Q1 2026
2Braidwell LP6.5M
$56.5M
+201%
Added · +4.4M sh
Q2 2026
3American Century Companies Inc6.4M
$69.9M
−1.3%
Reduced · −85K sh
Q1 2026
4Vanguard Capital Management LLC4.9M
$53.5M
New filer
Inherited book · not a new buyer
Q1 2026
5Royal Bank Of Canada4.5M
$49.1M
−8.1%
Reduced · −396K sh
Q1 2026
6BNP Paribas Asset Management Holding S.A.3.6M
$39.3M
+14%
Added · +440K sh
Q1 2026
7State Street Corp3.5M
$30.1M
+15%
Added · +450K sh
Q2 2026
8Geode Capital Management, LLC3.2M
$27.6M
+9.7%
Added · +282K sh
Q2 2026
9Nuveen, LLC2.8M
$31.0M
−0.8%
Reduced · −24K sh
Q1 2026
10Millennium Management LLC2.8M
$30.6M
+26%
Added · +584K sh
Q1 2026
11Tremblant Capital Group2.6M
$22.3M
+18%
Added · +386K sh
Q2 2026
12Bank Of America Corp2.6M
$27.9M
+27%
Added · +543K sh
Q1 2026
13Citadel Advisors LLC2.5M
$21.3M
+187%
Added · +1.6M sh
Q2 2026
14Emerald Advisers, LLC2.1M
$18.2M
+16%
Added · +297K sh
Q2 2026
15Two Sigma Investments, LP2.0M
$22.2M
+3.8%
Added · +75K sh
Q1 2026
16UBS Group AG1.9M
$21.2M
+38%
Added · +535K sh
Q1 2026
17Oberweis Asset Management Inc1.9M
$20.8M
+91%
Added · +908K sh
Q1 2026
18Cerity Partners LLC1.8M
$19.8M
−0.2%
Reduced · −3K sh
Q1 2026
19Goldman Sachs Group Inc1.7M
$19.0M
−17%
Reduced · −362K sh
Q1 2026
20Morgan Stanley1.7M
$18.0M
−62%
Reduced · −2.7M sh
Q1 2026
21Penn Capital Management Company, LLC1.5M
$12.9M
+6.5%
Added · +91K sh
Q2 2026
22AQR Capital Management LLC1.4M
$15.1M
+129%
Added · +782K sh
Q1 2026
23Northern Trust Corp1.4M
$14.8M
−1.3%
Reduced · −18K sh
Q1 2026
24MetLife Investment Management, LLC1.3M
$14.4M
+46%
Added · +420K sh
Q1 2026
25Deutsche Bank AG1.3M
$14.2M
−61%
Reduced · −2.0M sh
Q1 2026

Holders and values reflect the 13F filers Arkolith currently tracks, not the entire institutional universe. Counts and totals are a floor, not the full institutional ownership. 1 value row is withheld because the reported units disagree with same-security peers; share counts are unchanged.

Is ATEC being bought or sold by institutions?

Last quarter, 7 funds opened a new position in ATEC and 36 added to an existing one, while 9 reduced. Based on 13F filings from active, signal-eligible managers (passive index funds and other mechanical holders are excluded from this count).

Opened
7
funds took a first position
Added
36
added to an existing position
Reduced
9
reduced, still holding
Biggest moves · ranked by size of the change, positions above a floor

Funds that own ATEC also own

CompanyCo-held byTheir position there
Microsoft CorpMSFT121 funds$205.7B
Eli Lilly & CoLLY121 funds$60.1B
Nvidia CorpNVDA119 funds$296.0B
Amazon.com IncAMZN118 funds$149.9B
Apple IncAAPL115 funds$225.6B
Meta Platforms Inc-Class AMETA115 funds$83.7B
Broadcom IncAVGO114 funds$123.1B
Alphabet Inc-CL AGOOGL114 funds$120.0B
Costco Wholesale CorpCOST114 funds$28.4B
Chevron CorpCVX113 funds$22.5B
JPMorgan Chase & CoJPM112 funds$44.7B
Micron Technology IncMU112 funds$31.0B

Ranked by how many of ATEC's tracked holders also hold each name. The last column is those co-holders' combined reported position in that name, not in ATEC.

Insider activity (Form 4)

Full insider page →
Buys · 180d
$996K
1 insider
Sells · 180d
$6.4M
5 insiders
Net · 180d
-$5.4M
8 open-market transactions
DateInsiderRoleActionSharesValue
Aug 5, 2026Marshall Tyson EliotGENERAL COUNSEL & CORP. SEC.Sell (S)8K$79K
Jun 11, 2026McGinnis Karen KDirectorSell (S)6K$48K
May 11, 2026Valentine KeithDirectorBuy (P)35K$245K
May 8, 2026Valentine KeithDirectorBuy (P)44K$331K
May 7, 2026Valentine KeithDirectorBuy (P)56K$421K
Mar 13, 2026Koning John ToddCHIEF FINANCIAL OFFICERSell (S)80K$986K
Mar 13, 2026Lish ScottCHIEF OPERATING OFFICERSell (S)261K$3.2M
Mar 11, 2026Sponsel DavidEVP, SALESSell (S)163K$2.0M
Mar 9, 2026Hunsaker Craig EEVP, PEOPLE & CULTURESell (S)83K$1.0M
Mar 6, 2026Hunsaker Craig EEVP, PEOPLE & CULTURESell (S)34K$411K
Mar 5, 2026Marshall Tyson EliotGENERAL COUNSEL & CORP. SEC.Sell (S)89K$1.1M
Feb 5, 2026Sponsel DavidEVP, SALESSell (S)60K$833K

Do institutions, insiders and Congress agree?

Mixed signals

Where institutional funds (13F), corporate insiders (Form 4) and US House members (STOCK Act) are buying or selling the same name in the same window. Green is buying, red is selling.

SEC EDGAR 13F + Form 4 + US House STOCK Act{ }get_ticker_confluence · API & MCP

Signals by source

Insiders and Congress: last 180 days. Funds: latest 13F, top 100 holders incl. passive

SourceBuyingSellingNet
13F funds
Top 100 holders by value, passive included; the hero counts active managers only
5331
Insiders
Form 4 open-market
15-$5.4M
US House
STOCK Act trades
00$0
Sector rotation
ATEC is in Health Care, which smart money is rotating OUT OF
$4.1B

Capital Rotation reports where institutional capital disclosed rotating, as of the latest public SEC 13F filings. It is data, not investment advice, a recommendation, or a prediction. Filings lag about 45 days and cover long US equity positions only. Past disclosed flows do not indicate future prices. Do your own research; consult a licensed advisor.

Institutional ownership over time

109 tracked filers in Q2 2026 filingsstill filing
0124247Q3 2024Q1 2025Q3 2025Q1 2026Q2 2026
tracked filers holding their reported valueQ2 2026 filings so far: $280.1M · 1 values withheld
Each bar counts tracked filers with a position in that quarter's filings, so the newest bar excludes filers still on an earlier quarter. Arkolith's tracked universe has grown over this window; part of any long-run rise is coverage, not new buyers.

Share classes

Class13F holdersValue held
ATECthis pagecs246 funds$1.1B
ATEC 0.75 03/15/30SDBCV27 funds$392.7M
ATEC 0.75 08/01/26SDBCV9 funds$67.3M

Same issuer, multiple share classes. The consensus leaderboards count this company once across all classes; this is the per-class detail.

Recent filings

15 most recent

Keep exploring

Connected entities for ATEC

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Ask your agent what changed in ATEC

This stock page is the public Follow view. For one current, evidence-backed answer, use capital_change_brief through REST or MCP. It compares tracked 13F changes with qualifying Form 4 activity and cites the SEC evidence.

Copy-paste
curl -H "Authorization: Bearer YOUR_API_KEY" \
  "https://arkolith.com/api/v1/stocks/ATEC/capital-change-brief"
Ask your agent
Use Arkolith's capital_change_brief for ATEC.
Tell me what changed, whether insider activity
corroborates it, and cite the SEC evidence.

13F holdings + Form 4 insider transactions + the live filing stream, joined for ATEC. Filings are public domain, sourced to SEC EDGAR.