Natural Alternatives Ownership | Who Owns Natural Alternatives?

Natural Alternatives Ownership Summary

Natural Alternatives is owned by 34.55% institutional investors, 21.59% insiders, and 43.86% retail investors. Dimensional fund advisors lp is the largest institutional shareholder, holding 7.25% of NAII shares. Vanguard US Total Market Shares ETF is the top mutual fund, with 2.62% of its assets in Natural Alternatives shares.

NAII Ownership Benchmark

Type	Name	% Inst	% Insiders	% Retail
Stock	Natural Alternatives	34.55%	21.59%	43.86%
Sector	Consumer Defensive Stocks	51.48%	16.38%	32.14%
Industry	Packaged Foods Stocks	56.00%	16.47%	27.53%

Institutional Shareholders

Top Institutional Shareholders by Total Shares

Holder	Shares	% Holding	Value
Dimensional fund advisors lp	429.04K	7.25%	$1.84M
Caldwell sutter capital	419.45K	7.06%	$1.38M
Renaissance	309.26K	5.22%	$1.33M
Vanguard group	243.06K	4.11%	$1.04M
Morgan stanley	174.84K	2.98%	$1.05M
Bridgeway capital management	120.21K	2.03%	$515.72K
Geode capital management	45.06K	0.76%	$193.38K
Northern trust	24.59K	0.42%	$148.05K
Empowered funds	23.87K	0.40%	$78.29K
Ep wealth advisors	13.00K	0.22%	$42.64K

Top Institutional Shareholders by % of Total Assets

Holder	Shares	% Assets	Value
Caldwell sutter capital	419.45K	0.63%	$1.38M
Bridgeway capital management	120.21K	0.01%	$515.72K
James investment research	10.02K	0.00%	$32.87K
Renaissance	309.26K	0.00%	$1.33M
Empowered funds	23.87K	0.00%	$78.29K
Integrated wealth concepts	12.00K	0.00%	$51.72K
Dimensional fund advisors lp	429.04K	0.00%	$1.84M
Ep wealth advisors	13.00K	0.00%	$42.64K
Newedge advisors	10.02K	0.00%	$32.87K
Tower research capital llc (trc)	870.00	0.00%	$3.75K

Top Buyers

Holder	Shares	% Assets	Change
Dimensional fund advisors lp	429.04K	0.00%	2.37K
Morgan stanley	174.84K	0.00%	800.00
Tower research capital llc (trc)	870.00	0.00%	245.00
Bank of america corp /de/	41.00	-	41.00
Huntington national bank	1.00	-	-

Top Sellers

Holder	Shares	% Assets	Change
Cutter & co brokerage	-	-	-16.51K
Liberty wealth management	-	-	-14.00K
Renaissance	309.26K	0.00%	-11.60K
Blackrock funding, inc. /de	1.95K	-	-8.94K
Bridgeway capital management	120.21K	0.01%	-5.85K

Sold Out

Holder	Change
Coppell advisory solutions	-3.00
Jpmorgan chase	-11.00
Innealta capital	-14.00
Signature resources capital management	-35.00
Wells fargo & company/mn	-39.00

Institutional Ownership Trends

Date	Holdings	Change %	Shares	Change %	Ownership	Change %	Increased Position	Change %	Decreased Position	Change %
Jun 30, 2025	21	-	2,052,973	-0.13%	34	2.89%	4	-20.00%	9	-
Mar 31, 2025	21	-16.00%	2,055,637	-2.80%	34	2.71%	5	-50.00%	9	50.00%
Dec 31, 2024	25	13.64%	2,114,943	12.37%	35	3.53%	10	42.86%	6	-
Sep 30, 2024	22	-15.38%	1,882,150	-0.92%	31	3.03%	7	-12.50%	6	-45.45%
Jun 30, 2024	26	13.04%	1,899,702	-2.56%	32	2.92%	8	33.33%	11	37.50%

Top Mutual Funds Shareholders

Holder	Shares	% Holding	Change
Vanguard US Total Market Shares ETF	162.52K	2.62%	-
Vanguard Total Stock Mkt Idx Inv	159.04K	2.57%	-3.48K
DFA US Small Cap Value I	149.17K	2.41%	-
DFA US Micro Cap I	67.14K	1.09%	-
Vanguard Institutional Extnd Mkt Idx Tr	51.84K	0.84%	-23.62K
DFA US Targeted Value I	43.06K	0.70%	-
Bridgeway Ultra-Small Company	37.00K	0.60%	-8.30K
Bridgeway Ultra-Small Company Market	31.61K	0.51%	-
DFA US Small Cap I	25.53K	0.41%	-
Dimensional US Targeted Value ETF	24.56K	0.40%	-

Recent Insider Transactions

Date	Name	Role	Activity	Value
Aug 30, 2021	LEDOUX MARK A	CEO/Chairman	Sell	$39.13K
Aug 30, 2021	LEDOUX MARK A	CEO/Chairman	Sell	$39.20K
Sep 01, 2021	LEDOUX MARK A	CEO/Chairman	Sell	$40.55K
Sep 01, 2021	LEDOUX MARK A	CEO/Chairman	Sell	$40.52K
Aug 02, 2021	LEDOUX MARK A	CEO/Chairman	Sell	$90.32K

Insider Transactions Trends

Date	Buy	Sell
2023 Q4	-	-
2023 Q1	-	-
2022 Q4	-	-
2022 Q3	-	-
2022 Q1	-	-

NAII Ownership FAQ

Who Owns Natural Alternatives?

Natural Alternatives shareholders are primarily institutional investors at 34.55%, followed by 21.59% insiders and 43.86% retail investors. The average institutional ownership in Natural Alternatives's industry, Packaged Foods Stocks, is 56.00%, which Natural Alternatives falls below.

Who owns the most shares of Natural Alternatives?

Natural Alternatives’s largest shareholders are Dimensional fund advisors lp (429.04K shares, 7.25%), Caldwell sutter capital (419.45K shares, 7.06%), and Renaissance (309.26K shares, 5.22%). Together, they hold 19.53% of Natural Alternatives’s total shares outstanding.

Does Blackrock own Natural Alternatives?

BlackRock is not among the top 10 institutional shareholders of Natural Alternatives.

Who is Natural Alternatives’s biggest shareholder by percentage of total assets invested?

Caldwell sutter capital is Natural Alternatives’s biggest shareholder by percentage of total assets invested, with 0.63% of its assets in 419.45K Natural Alternatives shares, valued at 1.38M$.

Who is the top mutual fund holder of Natural Alternatives shares?

Vanguard US Total Market Shares ETF is the top mutual fund holder of Natural Alternatives shares, with 2.62% of its total shares outstanding invested in 162.52K Natural Alternatives shares.

Try Tickergate Pro Free

Customize Everything. 100% Flexibility. Fast and Easy to Use (No code or Excel Needed)

Customize your own personal stocks lists, views and charts
Choose from hundreds of fields, up to 15 years of history
Conduct deep comparison analysis

Discover trending investment themes
Find your next best investment
Research stocks using tools