ATEC — Alphatec Hldgs Inc Com New Institutional Holders · Q3 2026
Who owns Alphatec Hldgs Inc Com New (ATEC)? 13 institutions reported holding $7.79M in SEC 13F filings for Q3 2026 (period ended 2026-09-30). Largest holders: Congress Asset Management Co ($5.5M), CenterStar Asset Management, LLC ($1.0M), Valeo Financial Advisors, LLC ($445,999).
| Rank | Institution | Value | Shares | Change |
|---|---|---|---|---|
| 1 | CONGRESS ASSET MANAGEMENT CO | $5.5M | 532,069 | Added |
| 2 | CenterStar Asset Management, LLC | $1.0M | 99,600 | Trimmed |
| 3 | Valeo Financial Advisors, LLC | $445,999 | 43,217 | Trimmed |
| 4 | CX Institutional | $259,000 | 25,080 | Hold |
| 5 | Avidian Wealth Enterprises, LLC | $154,800 | 15,000 | Hold |
| 6 | Atlas Brown,Inc. | $132,096 | 12,800 | Hold |
| 7 | PARK NATIONAL CORP /OH/ | $126,564 | 12,264 | New |
| 8 | Central Pacific Bank - Trust Division | $115,770 | 0 | Trimmed |
| 9 | Farther Finance Advisors, LLC | $19,009 | 1,842 | Added |
| 10 | Versant Capital Management, Inc | $7,812 | 757 | Added |
| 11 | Byrne Asset Management LLC | $5,940 | 600 | New |
| 12 | GAMMA Investing LLC | $3,447 | 334 | Added |
| 13 | MassMutual Private Wealth & Trust, FSB | $2,828 | 274 | Hold |
Source: SEC Form 13F filings · as of 2026-09-30