NAII Natural Alternatives Internati
Natural Alternatives Internati (NAII) Institutional Ownership
What the institutions did with NAII last quarter, from their 13F filings. Counting managers rather than shares is the point: a single index fund adding to a position tells you far less than four hundred separate managers all deciding to. Positions as reported for the quarter ended June 30, 2026.
Every manager below opens. Subscribers can see any firm's whole portfolio — every position, its weight, and what they bought, trimmed and exited last quarter.
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Each block is one manager, sized by shares held and colored by how much they moved the position last quarter. Green added, red cut, grey stood pat.
Largest holders
| Manager | Shares | % of reported |
|---|---|---|
| CALDWELL SUTTER CAPITAL, INC. | 498.2K | 21.5% |
| DIMENSIONAL FUND ADVISORS LP | 335.8K | 14.5% |
| MORGAN STANLEY | 307.6K | 13.3% |
| Mink Brook Asset Management LLC | 293.4K | 12.6% |
| RENAISSANCE TECHNOLOGIES LLC | 277.5K | 12.0% |
| VANGUARD CAPITAL MANAGEMENT LLC | 210.9K | 9.1% |
| Integrated Wealth Concepts LLC | 88.2K | 3.8% |
| CITADEL ADVISORS LLC | 75.7K | 3.3% |
| BRIDGEWAY CAPITAL MANAGEMENT, LLC | 61.5K | 2.7% |
| GEODE CAPITAL MANAGEMENT, LLC | 43.7K | 1.9% |
| VANGUARD FIDUCIARY TRUST CO | 27.1K | 1.2% |
| Empowered Funds, LLC | 24.9K | 1.1% |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 19.9K | 0.9% |
| HRT FINANCIAL LP | 17.6K | 0.8% |
| STATE STREET CORP | 11.7K | 0.5% |
| JAMES INVESTMENT RESEARCH, INC. | 10.0K | 0.4% |
| NewEdge Advisors, LLC | 10.0K | 0.4% |
| Vanguard Global Advisers, LLC | 2.8K | 0.1% |
| Tower Research Capital LLC (TRC) | 2.0K | 0.1% |
| ROYAL BANK OF CANADA | 1.3K | 0.1% |
| CITIGROUP INC | 649 | 0.0% |
| SBI Securities Co., Ltd. | 5 | 0.0% |
| HUNTINGTON NATIONAL BANK | 1 | 0.0% |
Largest changes
| Manager | Action | Previous | Current | Change |
|---|---|---|---|---|
| Integrated Wealth Concepts LLC | Increased | 12.0K | 88.2K | +76.2K |
| MORGAN STANLEY | Increased | 268.3K | 307.6K | +39.4K |
| CITADEL ADVISORS LLC | Increased | 43.7K | 75.7K | +32.0K |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | New | 0 | 19.9K | +19.9K |
| DIMENSIONAL FUND ADVISORS LP | Reduced | 354.7K | 335.8K | -19.0K |
| HRT FINANCIAL LP | New | 0 | 17.6K | +17.6K |
| RENAISSANCE TECHNOLOGIES LLC | Reduced | 291.4K | 277.5K | -13.9K |
| BRIDGEWAY CAPITAL MANAGEMENT, LLC | Reduced | 75.3K | 61.5K | -13.8K |
| GEODE CAPITAL MANAGEMENT, LLC | Reduced | 52.4K | 43.7K | -8.7K |
| CITIGROUP INC | Reduced | 2.0K | 649 | -1.3K |
| ROYAL BANK OF CANADA | Increased | 31 | 1.3K | +1.2K |
| Tower Research Capital LLC (TRC) | Increased | 1.1K | 2.0K | +918 |
| CALDWELL SUTTER CAPITAL, INC. | Reduced | 498.8K | 498.2K | -572 |
| Mink Brook Asset Management LLC | Reduced | 293.7K | 293.4K | -262 |
| GILL CAPITAL PARTNERS, LLC | Sold Out | 7 | 0 | -7 |
13F filings are due 45 days after quarter end and cover long positions in U.S.-listed equities only, so this is a lagged and partial picture: shorts, bonds and foreign listings never appear. Options positions are excluded here rather than folded into the share counts. Political ownership is coming.