Alphatec Holdings, Inc. — Institutional Ownership
Which tracked institutions hold ATEC, and how they changed the position last quarter. Latest holdings as of Jun 30, 2026. Source: SEC 13-F filings.
32
Funds holding
$361490048
Total value held
Buying
22 added/new · 10 reduced
| # | Institution | Value | Shares | Δ Shares | Change (QoQ) |
|---|---|---|---|---|---|
| 1 | Blackrock, Inc. | $105529081 | 19256677 | -6071505 | -23.97% |
| 2 | Ubs Group Ag | $65678282 | 10392423 | +10392423 | NEW BUY |
| 3 | State Street Corp | $40984059 | 14888349 | +6750185 | +82.94% |
| 4 | Royal Bank Of Canada | $29958000 | 3463410 | -2157582 | -38.38% |
| 5 | Bank Of America Corp /De/ | $19517321 | 4517534 | +1956563 | +76.40% |
| 6 | Morgan Stanley | $17051390 | 5490750 | -948812 | -14.73% |
| 7 | Goldman Sachs Group Inc | $15359462 | 2755423 | +797606 | +40.74% |
| 8 | Raymond James Financial Inc | $14180204 | 1639330 | +634027 | +63.07% |
| 9 | Northern Trust Corp | $12354198 | 1428231 | +69490 | +5.11% |
| 10 | Jpmorgan Chase & Co | $11586232 | 5985062 | +894602 | +17.57% |
| 11 | Bank Of Montreal /Can/ | $3173175 | 366841 | +40544 | +12.43% |
| 12 | Bank Of New York Mellon Corp | $3091562 | 357406 | +28811 | +8.77% |
| 13 | Jefferies Financial Group Inc. | $3014992 | 3149000 | +3149000 | NEW BUY |
| 14 | Wells Fargo & Company/Mn | $2897586 | 334981 | +176341 | +111.16% |
| 15 | Sei Investments Co | $2829664 | 327128 | -270875 | -45.30% |
| 16 | Principal Financial Group Inc | $2756963 | 318724 | +25723 | +8.78% |
| 17 | Pnc Financial Services Group, Inc. | $2689259 | 310897 | -7422 | -2.33% |
| 18 | Citigroup Inc | $2658573 | 2276375 | +2210275 | +3343.84% |
| 19 | Invesco Ltd. | $1668988 | 1082831 | +1082831 | NEW BUY |
| 20 | Barclays Plc | $1209399 | 139815 | -15051 | -9.72% |
| 21 | Allstate Corp | $611088 | 70646 | +70646 | NEW BUY |
| 22 | Franklin Resources Inc | $558366 | 64551 | +1446 | +2.29% |
| 23 | Janus Henderson Group Plc | $541453 | 49743 | +49743 | NEW BUY |
| 24 | Zions Bancorporation, National Association /Ut/ | $466322 | 53910 | +53910 | NEW BUY |
| 25 | Stifel Financial Corp | $408060 | 47174 | +47174 | NEW BUY |
| 26 | Ameriprise Financial Inc | $215524 | 24916 | +24916 | NEW BUY |
| 27 | Prudential Financial Inc | $177593 | 20531 | -84820 | -80.51% |
| 28 | Truist Financial Corp | $138832 | 16050 | -10516 | -39.58% |
| 29 | M&T Bank Corp | $103653 | 11983 | -653 | -5.17% |
| 30 | Us Bancorp \De\ | $69563 | 8042 | +4794 | +147.60% |
| 31 | Fifth Third Bancorp | $11074 | 1280 | -20392 | -94.09% |
| 32 | Amalgamated Financial Corp. | $130 | 11271 | +11271 | NEW BUY |
Aggregated across tracked institutional filers. Reported quarterly on SEC Form 13-F and may lag. For research only — not investment advice.