Cetera Investment Advisers
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Cetera Investment Advisers’s Alphatec Holdings ATEC Stock Holding History

Cetera Investment Advisers’s Portfolio ATEC Stock Details ATEC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$469K Buy
54,264
+18,796
+53% +$171K ﹤0.01% 3761
2026
Q1 		$386K Buy
35,468
+10,818
+44% +$157K ﹤0.01% 3754
2025
Q4 		$519K Sell
24,650
-2,075
-8% -$38.4K ﹤0.01% 3407
2025
Q3 		$389K Buy
26,725
+2,849
+12% +$39.7K ﹤0.01% 3596
2025
Q2 		$265K Buy
23,876
+420
+2% +$4.82K ﹤0.01% 3499
2025
Q1 		$238K Sell
23,456
-1,839
-7% -$19.7K ﹤0.01% 3465
2024
Q4 		$232K Sell
25,295
-3,938
-13% -$31.4K ﹤0.01% 3317
2024
Q3 		$163K Buy
29,233
+5,961
+26% +$45.8K ﹤0.01% 3442
2024
Q2 		$243K Buy
23,272
+6,177
+36% +$71.9K ﹤0.01% 3226
2024
Q1 		$236K Buy
+17,095
New +$254K ﹤0.01% 3242

Other funds holding ATEC

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
B
Braidwell Stamford, Connecticut $2.7B AUM 88.53% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
BNP Paribas Asset Management
BNP Paribas Asset Management Paris, France $99.8B AUM 45.22% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Jacobs Levy Equity Management
Jacobs Levy Equity Management Florham Park, New Jersey $27.8B AUM 46.46% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return

Cetera Investment Advisers's ATEC Position: Q2 2026 in Review

Cetera Investment Advisers increased its Alphatec Holdings (ATEC) stake by 53% in Q2 2026, buying an estimated $171K and bringing the position to 54,264 shares worth $469K. The position accounts for ﹤0.01% of the portfolio, ranked #3761.

Cetera Investment Advisers first reported a position in ATEC in Q1 2024 and has held it in 10 quarters since. The position peaked at $519K in Q4 2025. 267 funds tracked by Wall St. Rank hold ATEC as of Q2 2026.

  • Cetera Investment Advisers held 54,264 shares of Alphatec Holdings worth $469K as of Q2 2026.
  • Cetera Investment Advisers bought 18,796 Alphatec Holdings shares in Q2 2026, an estimated $171K.
  • Alphatec Holdings made up ﹤0.01% of Cetera Investment Advisers's portfolio in Q2 2026, its #3761 holding.
  • Cetera Investment Advisers first reported a position in Alphatec Holdings in Q1 2024 and has held it in 10 quarters since.
  • Cetera Investment Advisers's Alphatec Holdings position peaked at $519K in Q4 2025.
  • 267 funds tracked by Wall St. Rank held Alphatec Holdings as of Q2 2026.

Based on Cetera Investment Advisers's 13F filing for Q2 2026, filed 12 Aug 2026.