NAII — Natural Alternatives Intl In Institutional Holders · Q2 2026
Who owns Natural Alternatives Intl In (NAII)? 22 institutions reported holding $5.44M in SEC 13F filings for Q2 2026 (period ended 2026-06-30). Largest holders: Caldwell Sutter Capital, Inc. ($1.2M), Dimensional Fund Advisors LP ($802,536), Morgan Stanley ($735,236).
| Rank | Institution | Value | Shares | Change |
|---|---|---|---|---|
| 1 | CALDWELL SUTTER CAPITAL, INC. | $1.2M | 498,220 | Trimmed |
| 2 | DIMENSIONAL FUND ADVISORS LP | $802,536 | 335,789 | Trimmed |
| 3 | MORGAN STANLEY | $735,236 | 307,630 | Added |
| 4 | Mink Brook Asset Management LLC | $701,338 | 293,447 | Trimmed |
| 5 | RENAISSANCE TECHNOLOGIES LLC | $663,122 | 277,457 | Trimmed |
| 6 | VANGUARD GROUP INC | $575,497 | 240,794 | Hold |
| 7 | CITADEL ADVISORS LLC | $181,033 | 75,746 | Added |
| 8 | BRIDGEWAY CAPITAL MANAGEMENT, LLC | $146,973 | 61,495 | Trimmed |
| 9 | Integrated Wealth Concepts LLC | $105,382 | 44,093 | Added |
| 10 | GEODE CAPITAL MANAGEMENT, LLC | $104,504 | 43,711 | Trimmed |
| 11 | Empowered Funds, LLC | $59,525 | 24,906 | Hold |
| 12 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | $47,597 | 19,915 | New |
| 13 | HRT FINANCIAL LP | $42,000 | 17,596 | New |
| 14 | STATE STREET CORP | $27,875 | 11,663 | Hold |
| 15 | NewEdge Advisors, LLC | $23,953 | 10,022 | Hold |
| 16 | JAMES INVESTMENT RESEARCH, INC. | $23,953 | 10,022 | Hold |
| 17 | Tower Research Capital LLC (TRC) | $4,847 | 2,028 | Added |
| 18 | Royal Bank of Canada | $3,000 | 1,253 | Added |
| 19 | CITIGROUP INC | $1,551 | 649 | Trimmed |
| 20 | SBI Securities Co., Ltd. | $12 | 5 | Hold |
| 21 | HUNTINGTON NATIONAL BANK | $2 | 1 | Hold |
| 22 | GILL CAPITAL PARTNERS, LLC | $0 | 0 | Exited |
Source: SEC Form 13F filings · as of 2026-06-30