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Who owns NAIIWhat NAII owns — n/a

Who owns Natural Alternatives International, Inc.?

Institutional ownership of NAII from SEC Form 13F filings across 16 reporting managers. All positions are from one synchronized reporting period — 2026-06-30 books, filed up to 45 days after quarter end — so every row is comparable.

16

13F holders

$3.1M

value, 2026 filers

20.8%

of shares outstanding (1.3M sh)

3

new positions (2026 filers)

Top institutional holders

ordered by shares owned · positions as of 2026-06-30· % of fund = share of the manager's own book · % of co. = share of NAII's shares outstanding

#ManagerSharesValue% of fund% of co.Δ shares QoQ
1CALDWELL SUTTER CAPITAL, INC.498,220$1.2M0.4%7.9%-0.1%
2MORGAN STANLEY307,630$735,2360.0%4.9%+14.7%
3VANGUARD CAPITAL MANAGEMENT LLC210,880$504,0030.0%3.4%-50.0%
4Integrated Wealth Concepts LLC88,186$210,7640.0%1.4%+634.9%
5CITADEL ADVISORS LLC75,746$181,0330.0%1.2%+73.3%
6GEODE CAPITAL MANAGEMENT, LLC43,711$104,5040.0%0.7%-16.6%
7VANGUARD FIDUCIARY TRUST CO27,095$64,7570.0%0.4%0.0%
8SUSQUEHANNA INTERNATIONAL GROUP, LLPNEW19,915$47,5970.0%0.3%new
9HRT FINANCIAL LPNEW17,596$420.0%0.3%new
10NewEdge Advisors, LLC10,022$23,9530.0%0.2%0.0%
11Vanguard Global Advisers, LLC2,819$6,7370.0%0%0.0%
12Tower Research Capital LLC (TRC)2,028$4,8470.0%0%+82.7%
13MERCER GLOBAL ADVISORS INC /ADVNEW2,000$4,7800.0%0%new
14ROYAL BANK OF CANADA1,253$3,0000.0%0%+3941.9%
15CITIGROUP INC649$1,5510.0%0%-67.4%
16SBI Securities Co., Ltd.5$120.0%0%0.0%

Source: SEC Form 13F-HR filings (institutional managers over $100M in US-listed positions). 13Fs disclose long positions only, up to 45 days after quarter end; each manager's latest filed quarter is shown per row and dollar values are the manager's filed marks. Aggregates labeled "2026 filers" count only managers whose latest book is a 2026 quarter. Related: valuation · options positioning · supply chain. Research, not investment advice.

EvidInvest is an independent research and information tool. Figures are calculated from public SEC filings and third-party market data and are provided for informational and educational purposes only. EvidInvest does not provide investment advice, brokerage, or financial services, and is not affiliated with any company it covers. Verify all figures against primary sources before making any decision.