Natural Alternatives Ownership | Who Owns Natural Alternatives?

Natural Alternatives Ownership Summary

Natural Alternatives is owned by 35.66% institutional investors, 20.93% insiders, and 43.42% retail investors. Caldwell sutter capital is the largest institutional shareholder, holding 7.69% 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	35.66%	20.93%	43.42%
Sector	Consumer Defensive Stocks	33.19%	16.40%	50.41%
Industry	Packaged Foods Stocks	35.26%	16.53%	48.21%

Institutional Shareholders

Top Institutional Shareholders by Total Shares

Holder	Shares	% Holding	Value
Caldwell sutter capital	461.79K	7.69%	$1.65M
Dimensional fund advisors lp	384.50K	6.40%	$1.38M
Renaissance	302.76K	5.04%	$1.08M
Mink brook asset management	293.71K	4.94%	$838.27K
Vanguard group	240.79K	4.01%	$862.04K
Morgan stanley	237.25K	3.95%	$849.36K
Bridgeway capital management	111.45K	1.87%	$323.21K
Geode capital management	42.52K	0.71%	$152.27K
Empowered funds	24.04K	0.40%	$86.07K
Ep wealth advisors	13.00K	0.22%	$42.64K

Top Institutional Shareholders by % of Total Assets

Holder	Shares	% Assets	Value
Caldwell sutter capital	461.79K	0.70%	$1.65M
Mink brook asset management	293.71K	0.56%	$838.27K
Bridgeway capital management	111.45K	0.01%	$323.21K
James investment research	10.02K	0.00%	$35.88K
Renaissance	302.76K	0.00%	$1.08M
Drw securities	10.38K	0.00%	$37.15K
Empowered funds	24.04K	0.00%	$86.07K
Dimensional fund advisors lp	384.50K	0.00%	$1.38M
Ep wealth advisors	13.00K	0.00%	$42.64K
Integrated wealth concepts	12.00K	0.00%	$34.25K

Top Buyers

Holder	Shares	% Assets	Change
Morgan stanley	237.25K	0.00%	91.75K
Caldwell sutter capital	461.79K	0.70%	42.84K
Renaissance	302.76K	0.00%	10.90K
Drw securities	10.38K	0.00%	10.38K
Geode capital management	42.52K	-	887.00

Top Sellers

Holder	Shares	% Assets	Change
Dimensional fund advisors lp	384.50K	0.00%	-38.97K
Cutter & co brokerage	-	-	-16.51K
Liberty wealth management	-	-	-14.00K
Royal bank of canada	10.80K	-	-4.30K
Ubs group	760.00	-	-3.17K

New Positions

Holder	Shares	% Assets	Change	Value
Drw securities	10.38K	0.00%	10.38K	$37.15K

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 %
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%
Dec 31, 2024	25	13.64%	2,114,943	12.37%	35	3.53%	10	42.86%	6	-

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%	-
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	0.84%	-
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%	-
EA Bridgeway Omni Small-Cap Value ETF	24.91K	0.40%	24.91K
Fidelity Extended Market Index	22.02K	0.36%	-42.00

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

Who Owns Natural Alternatives?

Natural Alternatives shareholders are primarily institutional investors at 35.66%, followed by 20.93% insiders and 43.41% retail investors. The average institutional ownership in Natural Alternatives's industry, Packaged Foods Stocks, is 35.26%, which Natural Alternatives exceeds.

Who owns the most shares of Natural Alternatives?

Natural Alternatives’s largest shareholders are Caldwell sutter capital (461.79K shares, 7.69%), Dimensional fund advisors lp (384.5K shares, 6.40%), and Renaissance (302.76K shares, 5.04%). Together, they hold 19.13% 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 0.70% of its assets in 461.79K Natural Alternatives shares, valued at 1.65M$.

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.

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