Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Natural Alternatives Intl In (NAII)

23 + Investors. Track Smart Money conviction in NAII. See who's accumulating, reducing, or initiating positions.

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +3
Streak
1Q ▲
Buyers last Q
50%

Smart Money Signals — NAII

Based on 23 hedge funds · latest filing: 2026 Q2 · updated quarterly

📈

Buying streak — 1 quarter in a row

last 6Q
For 1 consecutive quarter, more hedge funds added NAII than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.
📊

High ownership — 92% of 3.0Y peak

92% of all-time peak
23 funds currently hold this stock — 92% of the 3.0-year high of 25 funds (reached 2023 Q4). Ownership is elevated but not yet at maximum concentration. Room to grow, but watch if the trend reverses.
📶

Steady growth — +10% more funds vs a year ago

fund count last 6Q
+2 new funds entered over the past year (+10% YoY). Gradual, steady growth in institutional ownership is generally a healthy signal — not a speculative rush, but consistent conviction.
🟡

Slight buying edge — 50% buying

8 buying8 selling
Last quarter: 8 funds bought or added vs 8 that reduced or exited. It's nearly a 50/50 split — some institutions are convinced, others are taking profits. This mixed picture is normal near price highs.
➡️

Steady new buyers — ~4 new funds per quarter

new funds entering per quarter
Funds opening this position for the first time: 2 → 3 → 3 → 4. A stable flow of new institutional buyers suggests ongoing interest without signs of either acceleration or slowdown.
🔒

61% of holders stayed for 2+ years

■ 61% conviction (2yr+) ■ 17% medium ■ 22% new
14 out of 23 hedge funds have held NAII for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.
➡️

Steady discovery — ~4 new funds/quarter

1 → 2 → 3 → 3 → 4 new funds/Q
New funds entering each quarter: 2 → 3 → 3 → 4. Consistent flow of new institutional buyers without clear acceleration or slowdown.
🏛️

Veteran-anchored — 74% veterans vs 17% newcomers

■ 74% veterans ■ 9% 1-2yr ■ 17% new
Entry-cohort mix of 23 holders: 17 (74%) are 2+ year veterans, 2 entered 1–2 years ago, and 4 (17%) joined within the past year. A veteran-weighted cap table skews toward institutional memory over fresh momentum.
✅

Strong quality — 33% AUM from major funds

33% from top-100 AUM funds
7 of 23 holders rank in the top 100 by AUM, accounting for 33% of total institutional value held. A meaningful share of the ownership value comes from the most well-resourced institutions.
3.1
out of 10
Low Exit Risk
Exit risk score 3.1/10 — low institutional crowding. Ownership is below peak levels, holder base is relatively sticky, and buying momentum is positive.

Methodology note: these Smart Money cards use consecutive 13F disclosure snapshots, not trade-by-trade execution data. "Buying", "selling", "new holders", and "trimmed" refer to quarter-over-quarter changes in reported holders, aggregate shares, or disclosed position values between filings. They are useful for ownership regime analysis and crowding, but they do not imply exact trade timing on the filing date.

Institutional Sentiment Summary — NAII

In 2026 Q2, 8 hedge funds were net buyers of NAII (4 opened a new position, 4 added to an existing one), while 8 reduced or exited (7 trimmed, 1 sold completely) — a 50% buyer ratio, indicating a slight buying edge. 33% of total institutional value in NAII is held by top-100 AUM funds, reflecting strong institutional quality. Net fund flow last quarter: +3 funds (more new holders than closures). Total institutional holders: 23.

Hedge Fund Ownership: NAII

How many hedge funds hold NAII — quarterly history vs. share price
Quarterly hedge fund ownership of NAII vs. share price

Market Analysis: NAII

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: NAII

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Institutional ownership data sourced from SEC EDGAR Form 13F-HR filings.

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Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

2 top-rated funds 0 high-conviction
Consensus
2.1
/ 10
breadth
×
Elite
0.2
/ 10
conviction
Hedge Fund Positioning: NAII
23 + Investors

Track Smart Money conviction in NAII. See who's accumulating, reducing, or initiating positions.

Metric All 13F Filers (2026 Q2) Prior (2026 Q1) Change
Funds Holding 23 20 15.0%
13F Shares 2M 2M 6.02%
Total Value $6M $6M -3.38%
New Positions 4 3 +1
Increased Positions 4 8 -4
Closed Positions 1 6 -5
Reduced Positions 7 2 +5
Total Calls 0 0 -
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: NAII

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Institutional Holders (2026 Q2)

23 + investors

Explore institutional interest and hedge fund ownership dynamics. Analyze portfolio weights, new positions, and conviction trends in NAII. Verified SEC 13F-HR filings.

QUARTER:
Top 20 NAII holders by conviction (% of portfolio weight) — 2026 Q2 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Caldwell Sutter Capital, INC. 0.45% 498,220 $1.2M
2 Mink Brook Asset Management LLC 0.31% 293,447 $701K
3 Bridgeway Capital Management, LLC 0.00% 61,495 $147K
4 James Investment Research, INC. 0.00% 10,022 $24K
5 Integrated Wealth Concepts LLC 0.00% 88,186 $211K
6 Renaissance Technologies LLC 0.00% 277,457 $663K
7 Empowered Funds, LLC 0.00% 24,906 $60K
8 Tower Research Capital LLC (TRC) 0.00% 2,028 $5K
9 Hrt Financial LP 0.00% 17,596 $42K
10 NewEdge Advisors, LLC 0.00% 10,022 $24K
11 Morgan Stanley 0.00% 307,630 $735K
12 Citadel Advisors LLC 0.00% 75,746 $181K
13 Vanguard Fiduciary Trust Co 0.00% 27,095 $65K
14 Vanguard Capital Management LLC 0.00% 210,880 $504K
15 Mercer Global Advisors Inc /Adv 0.00% 2,000 $5K
16 Susquehanna International Group, LLP 0.00% 19,915 $48K
17 Citigroup Inc 0.00% 649 $2K
18 Royal Bank of Canada 0.00% 1,253 $3K
19 SBI Securities Co., Ltd. 0.00% 5 —
20 Huntington National Bank 0.00% 1 —
Investor Ownership
History 		% of Portfolio Prev % Rank Conviction Avg Buy Price 13F Score™ 3Y / 7Y Sell Timing Shares Mkt Value Change Change % Source Quarter Filed

Frequently Asked Questions — Natural Alternatives Intl In (NAII)

What does the Smart Money Trend signal show for NAII?

Buying streak — 1 quarter in a row: For 1 consecutive quarter, more hedge funds added NAII than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.

What is the institutional breadth score for NAII?

Slight buying edge — 50% buying: Last quarter: 8 funds bought or added vs 8 that reduced or exited. It's nearly a 50/50 split — some institutions are convinced, others are taking profits. This mixed picture is normal near price highs.

What is the fund quality score for NAII holders?

Strong quality — 33% AUM from major funds: 7 of 23 holders rank in the top 100 by AUM, accounting for 33% of total institutional value held. A meaningful share of the ownership value comes from the most well-resourced institutions.

How long have hedge funds held NAII?

61% of holders stayed for 2+ years: 14 out of 23 hedge funds have held NAII for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.

Where does this institutional ownership data come from?

All holdings data is sourced from SEC Form 13F filings, which institutional investment managers with over $100 million in assets are required to submit quarterly. Data is parsed directly from SEC EDGAR.

Disclaimer: The information on this page is for informational purposes only and does not constitute investment advice, a recommendation, or an offer to buy or sell any security. Institutional holdings data is sourced from SEC Form 13F filings and reflects positions as of the filing date. Past performance of any fund or portfolio is not indicative of future results. 13Foresight is not a registered investment adviser. Always conduct your own due diligence before making investment decisions.

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