# ALPHATEC HLDGS INC (ATEC)

> Institutional ownership reported to the SEC as of Q3 2026, from Form 13F filings. Source: https://holderbook.com/stocks/ATEC/

- Reporting holders: 10
- Reported value: $7.4M
- Held through calls: 7.9%
- Held through puts: 6.0%

A 13F reports long US equity positions only. Shorts, bonds, foreign listings and cash are not visible here, and positions are disclosed up to 45 days after the quarter ends.

## Largest holders

| Manager | Value | Shares | Share of their book | Quarters held |
|---|---|---|---|---|
| [CONGRESS ASSET MANAGEMENT CO](https://holderbook.com/funds/897378-congress-asset-management-co/) | $5.5M | 532,069 | 0.0% | 11 |
| [CenterStar Asset Management, LLC](https://holderbook.com/funds/1722053-centerstar-asset-management-llc/) | $1.0M | 0 | 0.2% | 2 |
| [Valeo Financial Advisors, LLC](https://holderbook.com/funds/1722641-valeo-financial-advisors-llc/) | $446.0K | 43,217 | 0.0% | 29 |
| [Avidian Wealth Enterprises, LLC](https://holderbook.com/funds/1471474-avidian-wealth-enterprises-llc/) | $154.8K | 15,000 | 0.0% | 10 |
| [Atlas Brown,Inc.](https://holderbook.com/funds/1388168-atlas-brown-inc/) | $132.1K | 12,800 | 0.0% | 2 |
| [PARK NATIONAL CORP /OH/](https://holderbook.com/funds/805676-park-national-corp-oh/) | $126.6K | 12,264 | 0.0% | 1 |
| [Farther Finance Advisors, LLC](https://holderbook.com/funds/1992825-farther-finance-advisors-llc/) | $19.0K | 1,842 | 0.0% | 12 |
| [Versant Capital Management, Inc](https://holderbook.com/funds/1735057-versant-capital-management-inc/) | $7.8K | 757 | 0.0% | 6 |
| [GAMMA Investing LLC](https://holderbook.com/funds/2010235-gamma-investing-llc/) | $3.4K | 334 | 0.0% | 12 |
| [MassMutual Private Wealth & Trust, FSB](https://holderbook.com/funds/1103653-massmutual-private-wealth-trust-fsb/) | $2.8K | 274 | 0.0% | 2 |
| [CX Institutional](https://holderbook.com/funds/1737089-cx-institutional/) | $259 | 25,080 | 0.0% | 7 |

## Quarter by quarter

| Quarter | Holders | Reported value |
|---|---|---|
| Q3 2026 | 10 | $7.4M |
| Q2 2026 | 271 | $1.1B |
| Q1 2026 | 288 | $1.3B |
| Q4 2025 | 292 | $2.7B |
| Q3 2025 | 283 | $1.7B |
| Q2 2025 | 244 | $1.3B |
| Q1 2025 | 234 | $980.2M |
| Q4 2024 | 231 | $803.9M |
| Q3 2024 | 216 | $494.3M |
| Q2 2024 | 216 | $1.0B |
| Q1 2024 | 225 | $1.4B |
| Q4 2023 | 206 | $1.5B |