ATEC · Alphatec Holdings, Inc. · Shareholders & Ownership

$10.86 +0.00 (+0.00%) At close · Oct 21

Russell 2000 member Rebalance outlook locked

Market Cap

$1.69B

154.45M

Volume · Oct 21 1.69M Avg daily vol (3M) 2.17M

Every disclosed holder of ATEC in one list: 13F institutions, Schedule 13D and 13G filers, insiders (Forms 3, 4 and 5) and registered funds, each from its own latest filing. Holders nest by CIK and SEC reporting links, never by name, and each is summed once.

How the holder list picks a filing →

Who Owns ATEC

13F quarter Sep 30, 2026, combined view: filers that have not filed yet carry their Jun 30, 2026 positions

No chart: the summed disclosures exceed shares outstanding, so they are not parts of one whole.

Holder group	Holders	Shares	% Out	Summed
Institutional (13F)	270	111,876,748	72.44%	Yes
Insiders (Forms 3, 4, 5)	18	58,174,104	37.67%	Yes
13D/G-only blocks	0	0	0.00%	Yes
Remaining	—	15,599,776	-10.10%	Negative
Registered funds (N-PORT, not summed)	180	38,737,447	25.08%	No

Shares outstanding: 154,451,076, the issuer's latest cover-page count restated onto today's split basis.

Remaining is negative: the summed disclosures exceed shares outstanding, as when filings are dated at different times or holders that do not disclose their links count the same shares. It is flagged, not clipped.

13D/G-only counts each filer's latest 13D or 13G that no 13F report of the listing contains, that names no 13F filer and that no counted insider files. Funds are never summed: their shares sit inside their advisers' 13F reports.

Holders of ATEC

One row per holder Every filing By ultimate parent

All 13F Funds Insiders 13D/G Non-US

#	Holder	Shares	% Out	Change	As of	Notes
1	BlackRock, Inc. 13F CIK 2012383 · Holding company · Jun 30, 2026 carried, not yet filed for the newest quarter	11,326,677	7.33%	+1,238,495	Jun 30, 2026	carried, not yet filed for the newest quarter
1.1	iShares Russell 2000 ETF Fund S000004344 · Registered fund · Jun 30, 2026 iShares Trust, not summed	3,223,712	2.09%	+351,592	Jun 30, 2026	iShares Trust, not summed
1.2	iShares Russell 2000 Growth ETF Fund S000004343 · Registered fund · Jun 30, 2026 iShares Trust, not summed	1,145,158	0.74%	+185,203	Jun 30, 2026	iShares Trust, not summed
1.3	iShares U.S. Medical Devices ETF Fund S000009419 · Registered fund · Jun 30, 2026 iShares Trust, not summed	554,532	0.36%	+62,635	Jun 30, 2026	iShares Trust, not summed
1.4	Master Small Cap Index Series Fund S000002716 · Registered fund · Jun 30, 2026 Quantitative Master Series LLC, not summed	231,918	0.15%	+39,289	Jun 30, 2026	Quantitative Master Series LLC, not summed
1.5	BlackRock Advantage Small Cap Core Fund Fund S000039982 · Registered fund · May 29, 2026 BlackRock Funds, not summed	186,700	0.12%	-2,337	May 29, 2026	BlackRock Funds, not summed
2	Pelizzon David R Insider CIK 1719217 · Jun 10, 2026 Director, issuer-wide	10,773,884	6.98%	+32,012	Jun 10, 2026	Director, issuer-wide
3	Pritzker Jennifer N. Insider CIK 1850165 · Dec 9, 2025 10% Owner, issuer-wide	10,703,045	6.93%	—	Dec 9, 2025	10% Owner, issuer-wide
4	Squadron Capital Holdings LLC Insider CIK 1731171 · Dec 9, 2025 10% Owner, issuer-wide	10,645,045	6.89%	-250,000	Dec 9, 2025	10% Owner, issuer-wide
5	Squadron Capital LLC 13D CIK 1719228 · Unknown · Dec 15, 2025 not summed	10,395,045	6.73%	—	Dec 15, 2025	not summed
5.1	Squadron Capital LLC Insider CIK 1719228 · Dec 9, 2025 10% Owner, issuer-wide	10,645,045	6.89%	-250,000	Dec 9, 2025	10% Owner, issuer-wide
6	BRAIDWELL LP 13F CIK 1920938 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	6,531,439	4.23%	+4,358,714	Jun 30, 2026	carried, not yet filed for the newest quarter
7	AMERICAN CENTURY COMPANIES INC 13F CIK 748054 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	6,521,659	4.22%	+96,882	Jun 30, 2026	carried, not yet filed for the newest quarter
7.1	Small Cap Growth Fund Fund S000006193 · Registered fund · Jul 31, 2026 American Century Mutual Funds, Inc., not summed	4,902,028	3.17%	0	Jul 31, 2026	American Century Mutual Funds, Inc., not summed
7.2	Small Company Fund Fund S000005981 · Registered fund · Jun 30, 2026 American Century Quantitative Equity Funds, Inc., not summed	56,103	0.04%	+38,189	Jun 30, 2026	American Century Quantitative Equity Funds, Inc., not summed
8	Miles Patrick Insider CIK 1289409 · Sep 10, 2026 Director, CEO, issuer-wide	6,143,551	3.98%	—	Sep 10, 2026	Director, CEO, issuer-wide
9	VANGUARD CAPITAL MANAGEMENT LLC 13F CIK 2100119 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	5,122,681	3.32%	+208,902	Jun 30, 2026	carried, not yet filed for the newest quarter
10	VANGUARD TOTAL STOCK MARKET INDEX FUND Fund S000002848 · Registered fund · Jun 30, 2026 VANGUARD INDEX FUNDS, not summed	3,649,925	2.36%	+134,900	Jun 30, 2026	VANGUARD INDEX FUNDS, not summed
11	BNP PARIBAS ASSET MANAGEMENT Holding S.A. 13F CIK 1520354 · Non-US institution · Jun 30, 2026 carried, not yet filed for the newest quarter	3,536,538	2.29%	-79,792	Jun 30, 2026	carried, not yet filed for the newest quarter
12	STATE STREET CORP 13F CIK 93751 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	3,481,349	2.25%	+450,185	Jun 30, 2026	carried, not yet filed for the newest quarter
12.1	State Street(R) SPDR(R) S&P(R) Health Care Equipment ETF Fund S000012330 · Registered fund · Jun 30, 2026 SPDR SERIES TRUST, not summed	305,592	0.20%	+119,821	Jun 30, 2026	SPDR SERIES TRUST, not summed
12.2	State Street(R) SPDR(R) S&P Kensho New Economies Composite ETF Fund S000063362 · Registered fund · Jun 30, 2026 SPDR SERIES TRUST, not summed	295,685	0.19%	+134,750	Jun 30, 2026	SPDR SERIES TRUST, not summed
12.3	STATE STREET SMALL/MID CAP EQUITY INDEX PORTFOLIO Fund S000050332 · Registered fund · Jun 30, 2026 STATE STREET INSTITUTIONAL INVESTMENT TRUST, not summed	42,100	0.03%	+1,800	Jun 30, 2026	STATE STREET INSTITUTIONAL INVESTMENT TRUST, not summed
12.4	State Street Total Return V.I.S. Fund Fund S000001637 · Registered fund · Jun 30, 2026 STATE STREET VARIABLE INSURANCE SERIES FUNDS INC, not summed	3,132	0.00%	+360	Jun 30, 2026	STATE STREET VARIABLE INSURANCE SERIES FUNDS INC, not summed
12.5	State Street(R) SPDR(R) Portfolio MSCI Global Stock Market ETF Fund S000036082 · Registered fund · Jun 30, 2026 SPDR INDEX SHARES FUNDS, not summed	2,237	0.00%	+255	Jun 30, 2026	SPDR INDEX SHARES FUNDS, not summed
13	JACOBS LEVY EQUITY MANAGEMENT, INC 13F CIK 884414 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	3,352,133	2.17%	+3,352,133	Jun 30, 2026	carried, not yet filed for the newest quarter
14	GEODE CAPITAL MANAGEMENT, LLC 13F CIK 1214717 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	3,188,894	2.06%	+282,472	Jun 30, 2026	carried, not yet filed for the newest quarter
15	ROYAL BANK OF CANADA 13F CIK 1000275 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	2,995,410	1.94%	-1,521,182	Jun 30, 2026	carried, not yet filed for the newest quarter
16	Nuveen, LLC 13F CIK 1871926 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	2,601,600	1.68%	-247,813	Jun 30, 2026	carried, not yet filed for the newest quarter
16.1	College Retirement Equities Fund - Total Global Stock Account Fund S000005080 · Registered fund · Jun 30, 2026 College Retirement Equities Fund, not summed	1,316,021	0.85%	-247,696	Jun 30, 2026	College Retirement Equities Fund, not summed
16.2	Nuveen Quant Small/Mid Cap Equity Fund Fund S000054623 · Registered fund · Jul 31, 2026 TIAA-CREF Funds, not summed	405,920	0.26%	0	Jul 31, 2026	TIAA-CREF Funds, not summed
16.3	Nuveen Small Cap Blend Index Fund Fund S000005367 · Registered fund · Jul 31, 2026 TIAA-CREF Funds, not summed	164,192	0.11%	+23,936	Jul 31, 2026	TIAA-CREF Funds, not summed
16.4	Nuveen Equity Index Fund Fund S000005360 · Registered fund · Jul 31, 2026 TIAA-CREF Funds, not summed	81,576	0.05%	0	Jul 31, 2026	TIAA-CREF Funds, not summed
16.5	Nuveen ESG Small-Cap ETF Fund S000055815 · Registered fund · Jul 31, 2026 NuShares ETF Trust, not summed	64,392	0.04%	-5,664	Jul 31, 2026	NuShares ETF Trust, not summed
17	TREMBLANT CAPITAL GROUP 13F CIK 1353312 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	2,577,799	1.67%	+385,715	Jun 30, 2026	carried, not yet filed for the newest quarter
18	CITADEL ADVISORS LLC 13F CIK 1423053 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	2,461,400	1.59%	+1,604,061	Jun 30, 2026	carried, not yet filed for the newest quarter
19	AQR CAPITAL MANAGEMENT LLC 13F CIK 1167557 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	2,386,326	1.55%	+1,000,703	Jun 30, 2026	carried, not yet filed for the newest quarter
19.1	AQR Small Cap Multi-Style Fund Fund S000040064 · Registered fund · Jun 30, 2026 AQR Funds, not summed	187,483	0.12%	—	Jun 30, 2026	AQR Funds, not summed
19.2	AQR Small Cap Momentum Style Fund Fund S000025644 · Registered fund · Mar 31, 2026 AQR Funds, not summed	13,846	0.01%	—	Mar 31, 2026	AQR Funds, not summed
20	WOODS WARD W JR Insider CIK 1196931 · Jun 11, 2025 Director, issuer-wide	2,210,602	1.43%	+15,131	Jun 11, 2025	Director, issuer-wide
21	VANGUARD MID-CAP GROWTH FUND Fund S000004408 · Registered fund · Jul 31, 2026 VANGUARD WHITEHALL FUNDS, not summed	2,196,274	1.42%	-35,272	Jul 31, 2026	VANGUARD WHITEHALL FUNDS, not summed
22	EMERALD ADVISERS, LLC 13F CIK 1015083 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	2,104,451	1.36%	+297,144	Jun 30, 2026	carried, not yet filed for the newest quarter
23	UBS Group AG 13F CIK 1610520 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	2,018,823	1.31%	+74,138	Jun 30, 2026	carried, not yet filed for the newest quarter
24	BANK OF AMERICA CORP /DE/ 13F CIK 70858 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	1,976,534	1.28%	-584,437	Jun 30, 2026	carried, not yet filed for the newest quarter
25	NOMURA ASSET MANAGEMENT INTERNATIONAL INC. 13F CIK 921739 · Investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	1,974,452	1.28%	+682,345	Jun 30, 2026	carried, not yet filed for the newest quarter
25.1	Nomura Small Cap Growth Fund Fund S000006286 · Registered fund · Jun 30, 2026 IVY FUNDS, not summed	1,332,292	0.86%	+453,951	Jun 30, 2026	IVY FUNDS, not summed
25.2	Nomura VIP Small Cap Growth Series Fund S000006233 · Registered fund · Jun 30, 2026 Ivy Variable Insurance Portfolios, not summed	260,528	0.17%	+93,803	Jun 30, 2026	Ivy Variable Insurance Portfolios, not summed
26	Cerity Partners LLC 13F CIK 1566475 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	1,881,945	1.22%	+60,834	Jun 30, 2026	carried, not yet filed for the newest quarter
27	Hunsaker Craig E Insider CIK 1509282 · Mar 9, 2026 EVP, PEOPLE & CULTURE, issuer-wide	1,725,609	1.12%	-116,967	Mar 9, 2026	EVP, PEOPLE & CULTURE, issuer-wide
28	GOLDMAN SACHS GROUP INC 13F CIK 886982 · Holding company · Jun 30, 2026 carried, not yet filed for the newest quarter	1,654,423	1.07%	-89,794	Jun 30, 2026	carried, not yet filed for the newest quarter
28.1	Goldman Sachs Small Cap Equity Insights Fund Fund S000009329 · Registered fund · Jul 31, 2026 Goldman Sachs Trust, not summed	111,018	0.07%	+39,521	Jul 31, 2026	Goldman Sachs Trust, not summed
28.2	Goldman Sachs ActiveBeta(R) U.S. Small Cap Equity ETF Fund S000048296 · Registered fund · May 31, 2026 Goldman Sachs ETF Trust, not summed	100,634	0.07%	-4,285	May 31, 2026	Goldman Sachs ETF Trust, not summed
28.3	Goldman Sachs Small Cap Growth Insights Fund Fund S000014930 · Registered fund · Jul 31, 2026 Goldman Sachs Trust, not summed	87,239	0.06%	+22,867	Jul 31, 2026	Goldman Sachs Trust, not summed
28.4	Goldman Sachs Variable Insurance Trust Small Cap Equity Insights Fund Fund S000009355 · Registered fund · Jun 30, 2026 Goldman Sachs Variable Insurance Trust, not summed	18,012	0.01%	+6,714	Jun 30, 2026	Goldman Sachs Variable Insurance Trust, not summed
28.5	Goldman Sachs Absolute Return Tracker Fund Fund S000020314 · Registered fund · Jun 30, 2026 GOLDMAN SACHS TRUST, not summed	16,096	0.01%	+7,824	Jun 30, 2026	GOLDMAN SACHS TRUST, not summed
29	RAYMOND JAMES FINANCIAL INC 13F CIK 720005 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	1,639,330	1.06%	+634,027	Jun 30, 2026	carried, not yet filed for the newest quarter
30	ARROWSTREET CAPITAL, LIMITED PARTNERSHIP 13F CIK 1164508 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	1,564,766	1.01%	+1,057,749	Jun 30, 2026	carried, not yet filed for the newest quarter
31	MORGAN STANLEY 13F CIK 895421 · Holding company · Jun 30, 2026 carried, not yet filed for the newest quarter	1,535,750	0.99%	-115,812	Jun 30, 2026	carried, not yet filed for the newest quarter
31.1	E*TRADE No Fee Total Market Index Fund Fund S000090722 · Registered fund · Jul 31, 2026 E Trade Trust, not summed	131	0.00%	0	Jul 31, 2026	E Trade Trust, not summed
32	Penn Capital Management Company, LLC 13F CIK 1158202 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	1,488,060	0.96%	+91,118	Jun 30, 2026	carried, not yet filed for the newest quarter
33	NORTHERN TRUST CORP 13F CIK 73124 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	1,428,231	0.92%	+69,490	Jun 30, 2026	carried, not yet filed for the newest quarter
33.1	Small Cap Index Fund Fund S000001245 · Registered fund · Jun 30, 2026 Northern Funds, not summed	62,808	0.04%	+9,162	Jun 30, 2026	Northern Funds, not summed
33.2	Small Cap Core Fund Fund S000001244 · Registered fund · Jun 30, 2026 Northern Funds, not summed	11,067	0.01%	-367	Jun 30, 2026	Northern Funds, not summed
34	VANGUARD EXTENDED MARKET INDEX FUND Fund S000002841 · Registered fund · Jun 30, 2026 VANGUARD INDEX FUNDS, not summed	1,345,307	0.87%	+64,707	Jun 30, 2026	VANGUARD INDEX FUNDS, not summed
35	EMERALD MUTUAL FUND ADVISERS TRUST 13F CIK 1352895 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	1,258,086	0.81%	+101,260	Jun 30, 2026	carried, not yet filed for the newest quarter
35.1	Emerald Growth Fund Fund S000036390 · Registered fund · Apr 30, 2026 FINANCIAL INVESTORS TRUST, not summed	633,536	0.41%	0	Apr 30, 2026	FINANCIAL INVESTORS TRUST, not summed
36	Granite Investment Partners, LLC 13F CIK 1542266 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	1,213,570	0.79%	+18,414	Jun 30, 2026	carried, not yet filed for the newest quarter
37	VANGUARD PORTFOLIO MANAGEMENT LLC 13F CIK 2100121 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	1,198,123	0.78%	+93,370	Jun 30, 2026	carried, not yet filed for the newest quarter
38	Aberdeen Group plc 13F CIK 1716774 · Holding company · Jun 30, 2026 carried, not yet filed for the newest quarter	1,188,581	0.77%	-104,025	Jun 30, 2026	carried, not yet filed for the newest quarter
38.1	abrdn U.S. Small Cap Equity Fund Fund S000020297 · Registered fund · Jul 31, 2026 abrdn Funds, not summed	674,330	0.44%	+199,243	Jul 31, 2026	abrdn Funds, not summed
38.2	abrdn Focused U.S. Small Cap Active ETF Fund S000088604 · Registered fund · Jul 31, 2026 abrdn Funds, not summed	20,403	0.01%	+6,458	Jul 31, 2026	abrdn Funds, not summed
39	Freestone Grove Partners LP 13F CIK 2007591 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	1,173,065	0.76%	+1,173,065	Jun 30, 2026	carried, not yet filed for the newest quarter
40	MILLENNIUM MANAGEMENT LLC 13F CIK 1273087 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	1,145,837	0.74%	-1,663,708	Jun 30, 2026	carried, not yet filed for the newest quarter
41	NEW YORK STATE COMMON RETIREMENT FUND 13F CIK 810265 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	1,100,625	0.71%	-83,305	Jun 30, 2026	carried, not yet filed for the newest quarter
42	PARADIGM CAPITAL MANAGEMENT INC/NY 13F CIK 1037792 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	1,088,200	0.70%	+1,088,200	Jun 30, 2026	carried, not yet filed for the newest quarter
43	First Eagle Investment Management, LLC 13F CIK 1325447 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	996,637	0.65%	+300,000	Jun 30, 2026	carried, not yet filed for the newest quarter
43.1	First Eagle Small Cap Opportunity Fund Fund S000072438 · Registered fund · Jul 31, 2026 First Eagle Funds, not summed	875,414	0.57%	+222,078	Jul 31, 2026	First Eagle Funds, not summed
44	CHARLES SCHWAB INVESTMENT MANAGEMENT INC 13F CIK 884546 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	995,314	0.64%	+17,246	Jun 30, 2026	carried, not yet filed for the newest quarter
44.1	Schwab U.S. Small-Cap ETF Fund S000026636 · Registered fund · May 31, 2026 SCHWAB STRATEGIC TRUST, not summed	543,735	0.35%	-8,889	May 31, 2026	SCHWAB STRATEGIC TRUST, not summed
44.2	Schwab Small-Cap Index Fund Fund S000005912 · Registered fund · Jul 31, 2026 SCHWAB CAPITAL TRUST, not summed	300,269	0.19%	+42,103	Jul 31, 2026	SCHWAB CAPITAL TRUST, not summed
44.3	Schwab Total Stock Market Index Fund Fund S000005913 · Registered fund · Jul 31, 2026 SCHWAB CAPITAL TRUST, not summed	72,252	0.05%	0	Jul 31, 2026	SCHWAB CAPITAL TRUST, not summed
44.4	Schwab U.S. Broad Market ETF Fund S000026631 · Registered fund · May 31, 2026 SCHWAB STRATEGIC TRUST, not summed	63,880	0.04%	+958	May 31, 2026	SCHWAB STRATEGIC TRUST, not summed
45	FMR LLC 13F CIK 315066 · Holding company · Jun 30, 2026 carried, not yet filed for the newest quarter	925,732	0.60%	+638,286	Jun 30, 2026	carried, not yet filed for the newest quarter
45.1	Fidelity Small Cap Index Fund Fund S000033638 · Registered fund · Jul 31, 2026 Fidelity Salem Street Trust, not summed	1,351,638	0.88%	+192,548	Jul 31, 2026	Fidelity Salem Street Trust, not summed
45.2	Fidelity Enhanced Small Cap Core ETF Fund S000081807 · Registered fund · Jun 30, 2026 Fidelity Covington Trust, not summed	771,112	0.50%	+512,804	Jun 30, 2026	Fidelity Covington Trust, not summed
45.3	Fidelity Extended Market Index Fund Fund S000006021 · Registered fund · May 31, 2026 Fidelity Concord Street Trust, not summed	594,553	0.38%	-2,040	May 31, 2026	Fidelity Concord Street Trust, not summed
45.4	Fidelity Total Market Index Fund Fund S000006026 · Registered fund · May 31, 2026 Fidelity Concord Street Trust, not summed	214,089	0.14%	0	May 31, 2026	Fidelity Concord Street Trust, not summed
45.5	Fidelity Series Total Market Index Fund Fund S000065248 · Registered fund · May 31, 2026 Fidelity Concord Street Trust, not summed	173,849	0.11%	+4,571	May 31, 2026	Fidelity Concord Street Trust, not summed
46	DEUTSCHE BANK AG\ 13F CIK 948046 · Non-US institution · Jun 30, 2026 carried, not yet filed for the newest quarter	925,186	0.60%	-377,279	Jun 30, 2026	carried, not yet filed for the newest quarter
46.1	DWS Small Cap Growth Fund Fund S000031150 · Registered fund · Jun 30, 2026 DEUTSCHE DWS INVESTMENT TRUST, not summed	50,668	0.03%	0	Jun 30, 2026	DEUTSCHE DWS INVESTMENT TRUST, not summed
46.2	DWS Small Cap Index VIP Fund S000006223 · Registered fund · Jun 30, 2026 DEUTSCHE DWS INVESTMENTS VIT FUNDS, not summed	18,935	0.01%	+2,511	Jun 30, 2026	DEUTSCHE DWS INVESTMENTS VIT FUNDS, not summed
46.3	DWS Small Mid Cap Growth VIP Fund S000006260 · Registered fund · Jun 30, 2026 DEUTSCHE DWS VARIABLE SERIES II, not summed	9,320	0.01%	0	Jun 30, 2026	DEUTSCHE DWS VARIABLE SERIES II, not summed
47	Bridge Builder Small/Mid Cap Growth Fund Fund S000048336 · Registered fund · Jun 30, 2026 Bridge Builder Trust, not summed	886,930	0.57%	+350,120	Jun 30, 2026	Bridge Builder Trust, not summed
48	VANGUARD FIDUCIARY TRUST CO 13F CIK 933478 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	847,952	0.55%	+51,967	Jun 30, 2026	carried, not yet filed for the newest quarter
49	TWO SIGMA INVESTMENTS, LP 13F CIK 1179392 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	823,496	0.53%	-1,219,347	Jun 30, 2026	carried, not yet filed for the newest quarter
50	Lish Scott Insider CIK 1831608 · Mar 13, 2026 CHIEF OPERATING OFFICER, issuer-wide	815,704	0.53%	-260,535	Mar 13, 2026	CHIEF OPERATING OFFICER, issuer-wide

28 more nested rows are not shown here; Every filing lists them all.

Shares are restated onto today's split basis. Change compares each row with the same holder's previous filing in the same source; a dash means there is none to compare. Nested 13D/G, insider and fund rows are not summed, since a 13F report already holds them.

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Key facts CIK 1350653 CUSIP 02081G201 13F (30d) 45 filings 40 filers Visit website Investor relations