Natural Alternatives International NAII Institutional Ownership

NASDAQ NAII

$1.48 +0.04 (+2.78%)

As of: Oct 2, 2026 · 10:21 AM EDT

Institutions by Trading Activity

24 Institutions

Increased 8 33.3%

Unchanged 9 37.5%

Reduced 7 29.2%

Ownership Statistics

13F · as of 30 Jun, 2026

Institutional Ownership

38.55%

▲+2.19 pp QoQ

Shares Held by Institutions

2.32Mn

of 6.03Mn outstanding

▲+6.01% QoQ

Shares Outstanding

6.03Mn

3.70Mn held outside 13F filers

Institutional Investors

filed 13F for Jun 2026

▲+2 vs prior quarter

Net Shares Added (QoQ)

+131.72K

accumulated since last quarter

Value of Holdings

$3.46Mn

reported market value

Shares Owned by Institutions

Shares held % of outstanding

Latest —

Average ownership —

Peak ownership —

Shares Purchased/Sold by Institutions

Accumulated Distributed

Latest quarter —

Net over range —

Accumulating quarters —

Ownership Summary

Quarter ending 30 Jun, 2026

Natural Alternatives International Inc (NASDAQ:NAII) showed up in the 13F filings of 24 institutional investors as of June 2026.

These investors held 38.5% of outstanding shares in June 2026, up from 36.4% in March 2026.
They increased total shares held in NAII by 6.01% quarter over quarter, and investors in Natural Alternatives International increased 9.09% from a year ago.
Of these 24 holders, 8 added to their stakes in Natural Alternatives International, 7 trimmed positions, and 9 made no changes.
The aggregate institutional position in Natural Alternatives International amounted to 2.32Mn shares as of June 2026, up by 131.72K shares quarter on quarter, and up 387.04K shares year over year.
As of June 30, 2026, the biggest holder of Natural Alternatives International is CALDWELL SUTTER CAPITAL, INC. at 498.22K shares, representing 8.27% of shares outstanding.
The most significant purchases of NAII for the quarter ending June 2026 came from Integrated Wealth Concepts LLC (76.19K), Morgan Stanley (39.38K), CITADEL ADVISORS LLC (32.04K), SUSQUEHANNA INTERNATIONAL GROUP, LLP (19.92K), HRT FINANCIAL LP (17.6K).
The biggest sellers of Natural Alternatives International for the quarter ending June 2026 included DIMENSIONAL FUND ADVISORS LP (18.95K), RENAISSANCE TECHNOLOGIES LLC (13.9K), BRIDGEWAY CAPITAL MANAGEMENT, LLC (13.82K), GEODE CAPITAL MANAGEMENT, LLC (8.69K), Citigroup Inc (1.34K).
Business Quant data shows the 10 biggest positions in Natural Alternatives International as of June 2026 are held by CALDWELL SUTTER CAPITAL, INC. (498.22K), DIMENSIONAL FUND ADVISORS LP (335.79K), Morgan Stanley (307.63K), Mink Brook Asset Management LLC (293.45K), RENAISSANCE TECHNOLOGIES LLC (277.46K), VANGUARD CAPITAL MANAGEMENT LLC (210.88K), Integrated Wealth Concepts LLC (88.19K), CITADEL ADVISORS LLC (75.75K), BRIDGEWAY CAPITAL MANAGEMENT, LLC (61.5K), GEODE CAPITAL MANAGEMENT, LLC (43.71K).

Form 13F Holdings

24 Institutional Holders

Report period 30 Jun, 2026

Total shares held 2.32Mn

Of outstanding 38.55%

#	Institution	CIK	Shares Held	% of Outstanding	Change (QoQ)	Change (%)	Value (USD)
1	CALDWELL SUTTER CAPITAL, INC.	0000702007	498,220	8.27%	▼572	-0.11%	$1.19Mn
2	DIMENSIONAL FUND ADVISORS LP	0000354204	335,789	5.57%	▼18,950	-5.34%	$802.54K
3	Morgan Stanley	0000895421	307,630	5.11%	▲39,380	+14.68%	$735.24K
4	Mink Brook Asset Management LLC	0002052205	293,447	4.87%	▼262	-0.09%	$701.34K
5	RENAISSANCE TECHNOLOGIES LLC	0001037389	277,457	4.60%	▼13,899	-4.77%	$663.12K
6	VANGUARD CAPITAL MANAGEMENT LLC	0002100119	210,880	3.50%	0	0.00%	$504.00K
7	Integrated Wealth Concepts LLC	0001737109	88,186	1.46%	▲76,186	+634.88%	$210.76K
8	CITADEL ADVISORS LLC	0001423053	75,746	1.26%	▲32,038	+73.30%	$181.03K
9	BRIDGEWAY CAPITAL MANAGEMENT, LLC	0001107261	61,495	1.02%	▼13,821	-18.35%	$146.97K
10	GEODE CAPITAL MANAGEMENT, LLC	0001214717	43,711	0.73%	▼8,694	-16.59%	$104.50K
11	VANGUARD FIDUCIARY TRUST CO	0000933478	27,095	0.45%	0	0.00%	$64.76K
12	Empowered Funds, LLC	0001592828	24,906	0.41%	0	0.00%	$59.53K
13	SUSQUEHANNA INTERNATIONAL GROUP, LLP	0001446194	19,915	0.33%	▲19,915	0.00%	$47.60K
14	HRT FINANCIAL LP	0001475597	17,596	0.29%	▲17,596	0.00%	$42
15	State Street Corp	0000093751	11,663	0.19%	0	0.00%	$27.88K
16	JAMES INVESTMENT RESEARCH, INC.	0000810384	10,022	0.17%	0	0.00%	$23.95K
16	NewEdge Advisors, LLC	0001633516	10,022	0.17%	0	0.00%	$23.95K
17	Vanguard Global Advisers, LLC	0001811242	2,819	0.05%	0	0.00%	$6.74K
18	Tower Research Capital LLC (TRC)	0001533421	2,028	0.03%	▲918	+82.70%	$4.85K
19	MERCER GLOBAL ADVISORS INC /ADV	0000853758	2,000	0.03%	▲2,000	0.00%	$4.78K

Showing 1 to 20 of 24 holders