8 institutions reported holding $6.1M of ALPHATEC HOLDING (ATEC) in SEC 13F filings for 2026-06-30. Largest institutional holders: CONGRESS ASSET MANAGEMENT CO ($3.8M), Assenagon Asset Management S.A. ($1.4M), Valeo Financial Advisors, LLC ($383,743), Central Pacific Bank - Trust Division ($302,895), CX Institutional ($217,000). Source: SEC Form 13F.
| Rank | Institution | Value | Shares | Change |
|---|---|---|---|---|
| 1 | CONGRESS ASSET MANAGEMENT CO | $3.8M | 440,638 | Added |
| 2 | Assenagon Asset Management S.A. | $1.4M | 161,238 | Trimmed |
| 3 | Valeo Financial Advisors, LLC | $383,743 | 44,363 | Added |
| 4 | Central Pacific Bank - Trust Division | $302,895 | 318,000 | New |
| 5 | CX Institutional | $217,000 | 25,080 | Hold |
| 6 | MassMutual Private Wealth & Trust, FSB | $2,370 | 274 | New |
| 7 | Versant Capital Management, Inc | $1,920 | 222 | Trimmed |
| 8 | GAMMA Investing LLC | $1,540 | 178 | Trimmed |
Source: SEC Form 13F filings · as of 2026-06-30