Natural Alternatives Ownership | Who Owns Natural Alternatives?

Natural Alternatives Ownership Summary

Natural Alternatives is owned by 35.73% institutional investors, 21.24% insiders, and 43.03% 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	35.73%	21.24%	43.03%
Sector	Consumer Defensive Stocks	43.92%	15.26%	40.82%
Industry	Packaged Foods Stocks	47.36%	14.39%	38.25%

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	412.48K	6.97%	$1.78M
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	24.50K	0.41%	$105.12K
Cutter & co brokerage	16.51K	0.28%	$71.16K

Top Institutional Shareholders by % of Total Assets

Holder	Shares	% Assets	Value
Caldwell sutter capital	412.48K	0.83%	$1.78M
Cutter & co brokerage	16.51K	0.02%	$71.16K
Bridgeway capital management	120.21K	0.01%	$515.72K
James investment research	10.02K	0.01%	$43.20K
Renaissance	309.26K	0.00%	$1.33M
Empowered funds	24.50K	0.00%	$105.12K
Integrated wealth concepts	12.00K	0.00%	$51.72K
Dimensional fund advisors lp	429.04K	0.00%	$1.84M
Newedge advisors	10.02K	0.00%	$43.20K
Tower research capital llc (trc)	870.00	0.00%	$3.75K

Top Buyers

Holder	Shares	% Assets	Change
Ubs group	2.89K	-	2.89K
Dimensional fund advisors lp	429.04K	0.00%	2.37K
Morgan stanley	174.84K	0.00%	800.00
Empowered funds	24.50K	0.00%	450.00
Tower research capital llc (trc)	870.00	0.00%	245.00

Top Sellers

Holder	Shares	% Assets	Change
Liberty wealth management	-	-	-14.00K
Renaissance	309.26K	0.00%	-11.60K
Bridgeway capital management	120.21K	0.01%	-5.85K
Royal bank of canada	10.80K	-	-4.30K
Caldwell sutter capital	412.48K	0.83%	-2.00K

Sold Out

Holder	Change
Innealta capital	-14.00
Signature resources capital management	-35.00
Wells fargo & company/mn	-39.00
Capital advisors	-163.00
Acadian asset management	-973.00

Institutional Ownership Trends

Date	Holdings	Change %	Shares	Change %	Ownership	Change %	Increased Position	Change %	Decreased Position	Change %
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%
Mar 31, 2024	23	-11.54%	1,949,516	-1.03%	33	2.94%	6	-45.45%	8	60.00%
Dec 31, 2023	26	8.33%	1,969,870	0.11%	33	2.99%	11	57.14%	5	-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	162.52K	2.62%	-
DFA US Small Cap Value I	149.17K	2.41%	-
Vanguard Institutional Extnd Mkt Idx Tr	75.45K	1.22%	-
DFA US Micro Cap I	67.64K	1.09%	-
Bridgeway Ultra-Small Company	45.30K	0.73%	-5.00K
DFA US Targeted Value I	43.06K	0.69%	-
Bridgeway Ultra-Small Company Market	31.61K	0.51%	-
DFA US Small Cap I	25.53K	0.41%	-
Fidelity Extended Market Index	24.56K	0.40%	-156.00

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 35.73%, followed by 21.24% insiders and 43.03% retail investors. The average institutional ownership in Natural Alternatives's industry, Packaged Foods Stocks, is 47.36%, 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 (412.48K shares, 6.97%), and Renaissance (309.26K shares, 5.22%). Together, they hold 19.44% 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 0.83% of its assets in 412.48K Natural Alternatives shares, valued at 1.78M$.

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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