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Ownership — NAII
Institutional Holdings
Insider Transactions
US Institutional Ownership
36.7%
Institution
Shares
Value
Ownership %
Change
Filing Date
Caldwell Sutter Capital, Inc.
498.2K
$1.0M
7.95%
-572
2026-06-30
Dimensional Fund Advisors LP
335.8K
--
5.36%
-18.9K
2026-06-30
Morgan Stanley
307.6K
--
4.91%
+39.4K
2026-06-30
Mink Brook Asset Management LLC
293.4K
--
4.68%
-262
2026-06-30
Renaissance Technologies LLC
277.5K
--
4.43%
-13.9K
2026-06-30
Vanguard Capital Management LLC
210.9K
--
3.37%
--
2026-06-30
Integrated Wealth Concepts LLC
88.2K
--
1.41%
+76.2K
2026-06-30
Citadel Advisors LLC
75.7K
--
1.21%
+32.0K
2026-06-30
Bridgeway Capital Management, LLC
61.5K
--
0.98%
-13.8K
2026-06-30
Geode Capital Management, LLC
43.7K
--
0.70%
-8.7K
2026-06-30
Vanguard Fiduciary Trust Co
27.1K
--
0.43%
--
2026-06-30
Empowered Funds, LLC
24.9K
--
0.40%
--
2026-06-30
Hrt Financial LP
17.6K
--
0.28%
--
2026-06-30
State Street Corp
11.7K
--
0.19%
--
2026-06-30
James Investment Research, Inc.
10.0K
--
0.16%
--
2026-06-30
NewEdge Advisors, LLC
10.0K
--
0.16%
--
2026-06-30
Vanguard Global Advisers, LLC
2.8K
--
0.04%
--
2026-06-30
Tower Research Capital LLC (TRC)
2.0K
--
0.03%
+918
2026-06-30
Mercer Global Advisors Inc
2.0K
--
0.03%
--
2026-06-30
Citigroup Inc
649
--
0.01%
-1.3K
2026-06-30
