Natural Alternatives Ownership | Who Owns Natural Alternatives?
Natural Alternatives Ownership Summary
Natural Alternatives is owned by 28.15% institutional investors, 22.03% insiders, and 49.82% retail investors. Caldwell sutter capital is the largest institutional shareholder, holding 8.30% 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 | 28.15% | 22.03% | 49.82% |
| Sector | Consumer Defensive Stocks | 33.57% | 17.09% | 49.33% |
| Industry | Packaged Foods Stocks | 37.22% | 19.66% | 43.12% |
Institutional Shareholders
Top Institutional Shareholders by Total Shares
| Holder | Shares | % Holding | Value |
|---|---|---|---|
| Caldwell sutter capital | 498.79K | 8.30% | $1.31M |
| Dimensional fund advisors lp | 354.74K | 5.90% | $932.96K |
| Mink brook asset management | 293.71K | 4.89% | $772.46K |
| Renaissance | 291.36K | 4.85% | $766.27K |
| Morgan stanley | 268.25K | 4.46% | $705.50K |
| Vanguard group | 240.79K | 4.01% | $862.04K |
| Bridgeway capital management | 75.32K | 1.25% | $198.08K |
| Geode capital management | 52.41K | 0.87% | $137.86K |
| Citadel advisors | 43.71K | 0.73% | $114.95K |
| Vanguard fiduciary trust | 27.09K | 0.45% | $71.26K |
Top Institutional Shareholders by % of Total Assets
| Holder | Shares | % Assets | Value |
|---|---|---|---|
| Caldwell sutter capital | 498.79K | 0.53% | $1.31M |
| Mink brook asset management | 293.71K | 0.43% | $772.46K |
| Bridgeway capital management | 75.32K | 0.00% | $198.08K |
| James investment research | 10.02K | 0.00% | $26.36K |
| Renaissance | 291.36K | 0.00% | $766.27K |
| Empowered funds | 24.91K | 0.00% | $65.50K |
| Integrated wealth concepts | 12.00K | 0.00% | $31.56K |
| Ep wealth advisors | 13.00K | 0.00% | $42.64K |
| Dimensional fund advisors lp | 354.74K | 0.00% | $932.96K |
| Newedge advisors | 10.02K | 0.00% | $28.60K |
Top Buyers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Caldwell sutter capital | 498.79K | 0.53% | 37.00K |
| Morgan stanley | 268.25K | - | 31.00K |
| Citadel advisors | 43.71K | - | 29.08K |
| Vanguard fiduciary trust | 27.09K | - | 27.09K |
| Geode capital management | 52.41K | - | 9.88K |
Top Sellers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Topline capital management | - | - | -109.50K |
| Dimensional fund advisors lp | 354.74K | 0.00% | -29.76K |
| Cutter & co brokerage | - | - | -16.51K |
| Liberty wealth management | - | - | -14.00K |
| Renaissance | 291.36K | 0.00% | -11.40K |
New Positions
| Holder | Shares | % Assets | Change | Value |
|---|---|---|---|---|
| Vanguard fiduciary trust | 27.09K | - | 27.09K | $71.26K |
| Vanguard global advisers | 2.82K | - | 2.82K | $7.41K |
| Gill capital partners | 7.00 | - | 7.00 | $18.00 |
Sold Out
| Holder | Change |
|---|---|
| Coppell advisory solutions | -3.00 |
| Barclays | -4.00 |
| Jpmorgan chase | -11.00 |
| Innealta capital | -14.00 |
| Signature resources capital management | -35.00 |
Institutional Ownership Trends
| Date | Holdings | Change % | Shares | Change % | Ownership | Change % | Increased Position | Change % | Decreased Position | Change % |
|---|---|---|---|---|---|---|---|---|---|---|
| Mar 31, 2026 | 11 | -52.17% | 1,691,415 | -24.90% | 28 | 2.00% | 6 | -25.00% | 2 | -71.43% |
| Dec 31, 2025 | 17 | -19.05% | 2,141,692 | 4.23% | 35 | 2.99% | 6 | 20.00% | 4 | -55.56% |
| Sep 30, 2025 | 21 | - | 2,054,744 | 0.09% | 34 | 2.90% | 5 | 25.00% | 9 | - |
| 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% |
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 | 2.53% | - |
| DFA US Small Cap Value I | 149.17K | 2.42% | - |
| DFA US Micro Cap I | 67.14K | 1.09% | - |
| Vanguard Institutional Extnd Mkt Idx Tr | 51.84K | 0.83% | - |
| Bridgeway Ultra-Small Company | 37.00K | 0.60% | -8.30K |
| Bridgeway Ultra-Small Company Market | 31.61K | 0.50% | - |
| Fidelity Extended Market Index | 29.24K | 0.47% | 7.38K |
| DFA US Small Cap I | 25.53K | 0.41% | - |
| EA Bridgeway Omni Small-Cap Value ETF | 24.91K | 0.40% | - |
Recent Insider Transactions
| Date | Name | Role | Activity | Value |
|---|---|---|---|---|
| Mar 04, 2026 | LEDOUX MARK A | CEO/Chairman | Buy | $1.39K |
| Mar 05, 2026 | LEDOUX MARK A | CEO/Chairman | Buy | $599.50 |
| Mar 06, 2026 | LEDOUX MARK A | CEO/Chairman | Buy | $1.49K |
| Mar 02, 2026 | LEDOUX MARK A | CEO/Chairman | Buy | $1.40K |
| Feb 27, 2026 | LEDOUX MARK A | CEO/Chairman | Buy | $1.43K |
Insider Transactions Trends
| Date | Buy | Sell |
|---|---|---|
| 2026 Q1 | 14 | - |
| 2025 Q4 | - | - |
| 2025 Q1 | - | - |
| 2024 Q1 | - | - |
| 2023 Q4 | - | - |
NAII Ownership FAQ
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