Natural Alternatives Ownership | Who Owns Natural Alternatives?

Natural Alternatives Ownership Summary

Natural Alternatives is owned by 31.80% institutional investors, 21.24% insiders, and 46.97% retail investors. Dimensional fund advisors lp is the largest institutional shareholder, holding 7.28% of NAII shares. Vanguard Total Stock Mkt Idx Inv 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	31.80%	21.24%	46.97%
Sector	Consumer Defensive Stocks	51.56%	13.97%	34.47%
Industry	Packaged Foods Stocks	56.29%	13.62%	30.08%

Institutional Shareholders

Top Institutional Shareholders by Total Shares

Holder	Shares	% Holding	Value
Dimensional fund advisors lp	427.01K	7.28%	$2.57M
Caldwell sutter capital	412.18K	7.02%	$2.48M
Renaissance	328.86K	5.60%	$1.98M
Vanguard group	243.06K	4.14%	$1.46M
Morgan stanley	174.84K	2.98%	$1.05M
Bridgeway capital management	124.86K	2.13%	$751.64K
Geode capital management	42.15K	0.72%	$253.80K
Northern trust	24.59K	0.42%	$148.05K
Empowered funds	22.85K	0.39%	$137.54K
Cutter & co brokerage	16.71K	0.28%	$100.60K

Top Institutional Shareholders by % of Total Assets

Holder	Shares	% Assets	Value
Caldwell sutter capital	412.18K	1.23%	$2.48M
Cutter & co brokerage	16.71K	0.02%	$100.60K
Bridgeway capital management	124.86K	0.02%	$751.64K
Liberty wealth management	14.00K	0.02%	$84.00K
James investment research	10.02K	0.01%	$60.33K
Renaissance	328.86K	0.00%	$1.98M
Empowered funds	22.85K	0.00%	$137.54K
Integrated wealth concepts	12.00K	0.00%	$72.24K
Dimensional fund advisors lp	427.01K	0.00%	$2.57M
Newedge advisors	10.02K	0.00%	$60.33K

Top Buyers

Holder	Shares	% Assets	Change
Geode capital management	42.15K	-	2.02K
Bridgeway capital management	124.86K	0.02%	1.62K
Empowered funds	22.85K	0.00%	1.62K
Morgan stanley	174.84K	0.00%	800.00
Ubs group	562.00	-	562.00

Top Sellers

Holder	Shares	% Assets	Change
Caldwell sutter capital	412.18K	1.23%	-32.16K
Dimensional fund advisors lp	427.01K	0.00%	-7.35K
Liberty wealth management	14.00K	0.02%	-4.55K
Renaissance	328.86K	0.00%	-4.40K
Royal bank of canada	10.80K	-	-4.30K

New Positions

Holder	Shares	% Assets	Change	Value
Ubs group	562.00	-	562.00	$3.38K
Coppell advisory solutions	3.00	-	3.00	$18.00

Sold Out

Holder	Change
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 %
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%
Sep 30, 2023	24	-4.00%	1,967,709	-3.45%	33	2.73%	7	-36.36%	10	100.00%

Top Mutual Funds Shareholders

Holder	Shares	% Holding	Change
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	50.30K	0.81%	-
DFA US Targeted Value I	43.06K	0.69%	-
Bridgeway Ultra-Small Company Market	31.61K	0.51%	-
Fidelity Extended Market Index	26.03K	0.42%	426.00
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 31.80%, followed by 21.24% insiders and 46.96% retail investors. The average institutional ownership in Natural Alternatives's industry, Packaged Foods Stocks, is 56.29%, which Natural Alternatives falls below.

Who owns the most shares of Natural Alternatives?

Natural Alternatives’s largest shareholders are Dimensional fund advisors lp (427.01K shares, 7.28%), Caldwell sutter capital (412.18K shares, 7.02%), and Renaissance (328.86K shares, 5.60%). Together, they hold 19.91% 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 1.23% of its assets in 412.18K Natural Alternatives shares, valued at 2.48M$.

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

Vanguard Total Stock Mkt Idx Inv 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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