NAII Natural Alternatives International, Inc. - Common Stock

NASDAQ · Consumer products · SEC EDGAR에서 보기 ↗
$2.04
가격 · 8월 18, 2026
기준 재무 정보 5월 19, 2026

Natural Alternatives International, Inc. - Common Stock 정보 위키백과 회사 개요

Natural Alternatives International, Inc. (NAI) is an American company based in Carlsbad, California which manufactures nutritional supplements such as Juice Plus. NAI was founded in 1980 by Mark A. LeDoux, and had 241 employees in 2007. NAI's manufacturing facilities are located in Vista, California, Switzerland and Japan.

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Natural Alternatives International, Inc. (NAI) is an American company based in Carlsbad, California which manufactures nutritional supplements such as Juice Plus. NAI was founded in 1980 by Mark A. LeDoux, and had 241 employees in 2007. NAI's manufacturing facilities are located in Vista, California, Switzerland and Japan.

Product Lines

NAI manufactures products sold by other companies such as National Safety Associates, Mannatech, NuSkin Enterprises, Jenny Craig, and Dr. Reginald Cherry. NAI previously held a multimillion-dollar contract with the U.S. Olympic Committee, which expired in March 1997.

NAI experienced a dramatic shift in its financial situation when NuSkin Enterprises, one of NAI’s largest customers, did not renew its manufacturing contract and began the process of transferring to another manufacturer. Sales subsequently declined 15.5% from $67.9 million USD in 1998, with a net profit of $5.9 million, to $57.4 million in 1999, with a net loss of $2.9 million.

Juice Plus

One of their main products is Juice Plus, launched in 1993, which was brought up during the O. J. Simpson murder case in 1995, since O. J. Simpson was the product's chief spokesperson.

NAI manufactures Juice Plus products through an exclusive worldwide manufacturing agreement with National Safety Associates. During the fiscal year ended June 30, 2006, National Safety Associates accounted for approximately 38% of NAI's net sales.

== References ==

출처: 위키백과 (영어), CC BY-SA 4.0 · 위키백과에서 보기 ↗

Wikidata ↗

NAII 주식 스냅샷 가격, 시가총액, P/E, EPS, ROE, 부채/자본, 52주 범위

가격
$2.04
시가총액
$19M
P/E (TTM)
-1.4
EPS (TTM)
$-2.28
매출 (TTM)
$130M
배당 수익률
ROE
-18.4%
부채/자본
0.0
52주 범위
$2 – $5

NAII 주가 차트 기술 지표가 포함된 일일 OHLCV — 팬, 확대/축소 및 보기 사용자 정의

10년 성과 매출, 순이익, 마진 및 EPS 추세

매출 및 순이익 $130M
8-point trend, -1.9%
2018-06-30 2025-06-30
EPS $-2.28
8-point trend, -412.3%
2018-06-30 2025-06-30
잉여현금흐름 $2M
8-point trend, +203.1%
2018-06-30 2025-06-30
마진 -10.4%
8-point trend, -64.0%
2018-06-30 2025-06-30

가치 평가 P/E, P/S, P/B, EV/EBITDA 비율 — 주식이 비싼가요, 싼가요?

지표
5년 추세
NAII
동종업계 중앙값
P/E (TTM)
5-point trend, -114.4%
-1.4
22.4
P/S (TTM)
5-point trend, -74.3%
0.1
2.2
P/B
5-point trend, -78.1%
0.3
0.9
EV / EBITDA
4-point trend, -184.5%
-1.8
Price / FCF (주가 / FCF)
5-point trend, +26.7%
8.4

수익성 총, 영업 및 순이익률; ROE, ROA, ROIC

지표
5년 추세
NAII
동종업계 중앙값
Gross Margin (매출 총이익률)
5-point trend, -58.1%
7.1%
31.5%
Operating Margin (영업이익률)
5-point trend, -187.1%
-6.7%
Net Profit Margin (순이익률)
5-point trend, -273.3%
-10.4%
-8.8%
ROA
5-point trend, -196.4%
-8.6%
-7.7%
ROE
5-point trend, -233.3%
-18.4%
-22.8%
ROIC
5-point trend, -205.1%
-15.9%

재무 건전성 부채, 유동성, 지급능력 — 대차대조표 건전성

지표
5년 추세
NAII
동종업계 중앙값
Debt / Equity (부채 / 자기자본 비율)
4-point trend, +32.4%
0.0
37.6
Current Ratio (유동비율)
5-point trend, -43.5%
2.1
1.1
Quick Ratio (당좌 비율)
5-point trend, -58.7%
0.9

성장 매출, EPS 및 순이익 성장률: YoY, 3년 CAGR, 5년 CAGR

지표
5년 추세
NAII
동종업계 중앙값
Revenue YoY (매출 YoY)
5-point trend, -27.3%
14.1%
Revenue CAGR 3Y (매출 CAGR 3년)
5-point trend, -27.3%
-8.8%
Revenue CAGR 5Y (매출 CAGR 5년)
5-point trend, -27.3%
1.8%

주당 지표 EPS, 주당 순자산, 주당 현금 흐름, 주당 배당금

지표
5년 추세
NAII
동종업계 중앙값
EPS (Diluted) (EPS (희석))
5-point trend, -234.9%
$-2.28

자본 효율성 자산 회전율, 재고 회전율, 매출채권 회전율

지표
5년 추세
NAII
동종업계 중앙값

실적 기록 EPS 실제 vs 예상, 서프라이즈 %, 달성률, 다음 실적 발표일

평균 서프라이즈
-0.15%
다음 실적
9월 21, 2026
기간 EPS Actual EPS 예상 서프라이즈
2024년 6월 30일 $-0.52
2023년 9월 30일 $-0.41
2000년 6월 30일 $-0.07 $-0.04 -0.03%
2000년 3월 31일 $-0.31 $-0.03 -0.28%

동종 기업 비교(GICS 하위 산업) 주요 지표 대 섹터 동종 기업

티커 시가총액 P/E 매출 YoY 순이익률 ROE 매출 총이익률
NAII $20M -1.4 14.1% -10.4% -18.4% 7.1%
MTEX $16M -1.0 -8.3% -14.1% -4106.1% 74.9%
BNKK $20M -0.2 201.6% -3220.4% -234.8% 58.5%
KVUE $32.94B 22.6 -2.1% 9.7% 13.7% 58.1%

전체 기본 지표 연도별 모든 지표 — 손익계산서, 대차대조표, 현금흐름

손익계산서 17
NAII의 연간 손익계산서 데이터
지표 추세 202520242023202220212020201920182017201620152014
Revenue 12-point trend, +75.6% $130M $114M $154M $171M $179M $119M $138M $132M $122M $114M $80M $74M
Cost of Revenue 12-point trend, +97.0% $121M $107M $136M $140M $148M $100M $115M $106M $96M $89M $65M $61M
Gross Profit 12-point trend, -27.1% $9M $7M $18M $31M $30M $19M $24M $26M $26M $25M $14M $13M
R&D Expense 12-point trend, +80.0% $2M $2M $2M $2M $2M $2M $2M $2M $2M $1M $1M $1M
SG&A Expense 7-point trend, +71.6% · · · · · $17M $18M $17M $17M $13M $10M $10M
Operating Income 12-point trend, -411.8% $-9M $-9M $5M $14M $14M $-2M $6M $10M $10M $12M $4M $3M
Interest Expense 2-point trend, +9.1% · · · · · · · · · · $12.0K $11.0K
Interest Income 12-point trend, +394.1% $168.0K $176.0K $33.0K $0 $1.0K $177.0K $2M $1M $459.0K $131.0K $36.0K $34.0K
Other Non-op 12-point trend, +106.8% $7.0K $-93.0K $-82.0K $-55.0K $-21.0K $-19.0K $5.0K $-14.0K $-19.0K $2M $-3.0K $-103.0K
Pretax Income 12-point trend, -502.5% $-11M $-9M $4M $14M $12M $-2M $8M $11M $10M $14M $4M $3M
Income Tax 12-point trend, +320.6% $3M $-2M $1M $3M $1M $-93.0K $1M $6M $3M $4M $961.0K $674.0K
Net Income 12-point trend, -780.8% $-14M $-7M $3M $11M $11M $-2M $7M $5M $7M $10M $3M $2M
EPS (Basic) 12-point trend, -886.2% $-2.28 $-1.23 $0.43 $1.75 $1.71 $-0.25 $0.96 $0.76 $1.10 $1.46 $0.50 $0.29
EPS (Diluted) 12-point trend, -886.2% $-2.28 $-1.23 $0.43 $1.74 $1.69 $-0.25 $0.92 $0.73 $1.09 $1.44 $0.49 $0.29
Shares (Basic) 12-point trend, -12.8% 5,946,520 5,870,974 5,863,083 6,117,044 6,290,689 6,695,302 6,809,306 6,640,583 6,576,711 6,523,555 6,753,239 6,820,466
Shares (Diluted) 12-point trend, -13.4% 5,946,520 5,870,974 5,877,559 6,155,118 6,379,486 6,695,302 7,097,678 6,886,126 6,655,573 6,640,728 6,806,385 6,864,216
EBITDA 12-point trend, -172.2% $-4M $-4M $9M $18M $18M $2M $9M $12M $12M $14M $7M $6M
대차대조표 28
NAII의 연간 대차대조표 데이터
지표 추세 202520242023202220212020201920182017201620152014
Cash & Equivalents 12-point trend, -36.8% $12M $12M $14M $22M $32M $30M $25M $24M $28M $20M $19M $20M
Receivables 12-point trend, +114.3% $15M $17M $7M $17M $18M $17M $16M $15M $8M $13M $10M $7M
Inventory 12-point trend, +93.7% $25M $24M $30M $32M $27M $28M $26M $24M $14M $21M $13M $13M
Prepaid Expense 12-point trend, +493.7% $7M $8M $6M $2M $2M $2M $2M $2M $1M $2M $2M $1M
Current Assets 12-point trend, +44.9% $59M $62M $57M $77M $80M $79M $71M $65M $52M $56M $44M $41M
PP&E (Net) 12-point trend, +477.6% $51M $52M $54M $45M $22M $22M $21M $19M $18M $15M $8M $9M
PP&E (Gross) 12-point trend, +141.2% $107M $108M $105M $93M $67M $62M $58M $54M $50M $47M $44M $44M
Accum. Depreciation 12-point trend, +257.7% $56M $55M $51M $48M $44M $40M $37M $35M $32M $32M $37M $-35M
Other Non-current Assets 12-point trend, -24.4% $719.0K $2M $3M $3M $2M $1M $1M $734.0K $774.0K $899.0K $920.0K $951.0K
Total Assets 12-point trend, +190.7% $152M $162M $134M $146M $120M $120M $93M $85M $73M $74M $54M $52M
Accounts Payable 12-point trend, +139.2% $15M $13M $8M $16M $12M $13M $9M $10M $5M $13M $5M $6M
Accrued Liabilities 12-point trend, +98.4% $3M $3M $2M $3M $2M $2M $3M $2M $2M $2M $2M $2M
Short-term Debt 5-point trend, +305000.00 $305.0K $296.0K $312.0K $302.0K $0 · · · · · · ·
Current Liabilities 12-point trend, +200.0% $29M $23M $16M $24M $22M $28M $14M $14M $10M $19M $9M $10M
Capital Leases 6-point trend, +144.8% $46M $46M $19M $21M $16M $19M · · · · · ·
Deferred Tax 5-point trend, -100.0% · · $0 $1M $0 · $1M $532.0K · · · ·
Other Non-current Liabilities 3-point trend, +2761.9% · · · · · · · $601.0K $99.0K · $21.0K ·
Total Liabilities 12-point trend, +750.4% $84M $80M $45M $57M $40M $49M $17M $17M $11M $20M $10M $10M
Long-term Debt Flat — no change across 4 periods · · · · · · $0 $0 $0 $0 · ·
Total Debt 4-point trend, +1.0% $305.0K $296.0K $312.0K $302.0K · · · · · · · ·
Common Stock 12-point trend, +25.7% $93.0K $93.0K $91.0K $89.0K $88.0K $87.0K $87.0K $85.0K $79.0K $77.0K $75.0K $74.0K
Paid-in Capital 12-point trend, +69.2% $34M $33M $31M $30M $29M $28M $26M $24M $22M $21M $20M $20M
Retained Earnings 12-point trend, +131.4% $59M $73M $80M $78M $67M $56M $57M $51M $46M $39M $29M $26M
Treasury Stock 12-point trend, +763.5% $23M $23M $23M $21M $16M $12M $8M $7M $6M $5M $5M $3M
AOCI 12-point trend, -201.7% $-1M $-22.0K $-83.0K $2M $-561.0K $-1M $292.0K $-578.0K $-905.0K $-680.0K $-766.0K $-469.0K
Stockholders' Equity 12-point trend, +61.2% $68M $83M $89M $89M $80M $71M $76M $68M $61M $54M $44M $42M
Liabilities + Equity 12-point trend, +190.7% $152M $162M $134M $146M $120M $120M $93M $85M $73M $74M $54M $52M
Shares Outstanding 12-point trend, -11.7% 6,178,213 9,480,906 9,314,406 9,191,406 9,004,365 6,752,372 7,225,072 7,558,408 6,937,018 6,868,628 6,743,093 6,997,754
현금 흐름 16
NAII의 연간 현금 흐름 데이터
지표 추세 202520242023202220212020201920182017201620152014
D&A 12-point trend, +57.0% $5M $5M $4M $4M $4M $4M $3M $3M $2M $2M $2M $3M
Stock-based Comp 12-point trend, +315.7% $977.0K $1M $1M $968.0K $1M $2M $2M $1M $1M $724.0K $390.0K $235.0K
Deferred Tax 12-point trend, +1683.4% $4M $-2M $-242.0K $751.0K $-214.0K $-856.0K $212.0K $2M $349.0K $-197.0K $-93.0K $199.0K
Other Non-cash 12-point trend, +74335.7% $10M $2M $-526.0K $-5M $4M $521.0K $-5M $-10M $3M $-3M $-3M $14.0K
Operating Cash Flow 12-point trend, +10.9% $6M $-1M $7M $12M $21M $4M $7M $2M $14M $9M $3M $5M
CapEx 12-point trend, +34.9% $4M $3M $14M $26M $5M $5M $5M $4M $5M $10M $2M $3M
Investing Cash Flow 11-point trend, -46.2% $-4M $-3M $-13M $-26M $-5M $-5M $-4M $-6M $-5M · $-2M $-2M
Debt Issued 3-point trend, +0.00 · · $0 $10M $0 · · · · · · ·
Net Debt Issued 4-point trend, -103.0% $-296.0K $-288.0K $-278.0K $10M · · · · · · · ·
Stock Issued · · · · · · $38.0K · · · · ·
Stock Repurchased 12-point trend, +196.7% $178.0K $221.0K $2M $6M $4M $4M $1M $510.0K $712.0K $648.0K $2M $60.0K
Net Stock Activity 12-point trend, -196.7% $-178.0K $-221.0K $-2M $-6M $-4M $-4M $-1M $-510.0K $-712.0K $-648.0K $-2M $-60.0K
Financing Cash Flow 11-point trend, -3190.0% $-2M $3M $-2M $4M $-14M $6M $-1M $-510.0K $-712.0K · $-2M $-60.0K
Net Change in Cash 12-point trend, -87.8% $344.0K $-2M $-8M $-10M $2M $5M $1M $-4M $8M $1M $-961.0K $3M
Free Cash Flow 12-point trend, -13.1% $2M $-5M $-7M $-15M $16M $-850.0K $1M $-2M $9M $-1M $970.0K $3M
Levered FCF 2-point trend, -63.9% · · · · · · · · · · $960.7K $3M
수익성 8
NAII의 연간 수익성 데이터
지표 추세 202520242023202220212020201920182017201620152014
Gross Margin 12-point trend, -58.5% 7.1% 6.0% 11.8% 17.8% 17.1% 15.9% 17.1% 19.9% 21.5% 22.1% 18.0% 17.2%
Operating Margin 12-point trend, -277.4% -6.7% -7.5% 3.1% 8.0% 7.7% -1.3% 4.3% 7.2% 8.0% 10.7% 5.2% 3.8%
Net Margin 12-point trend, -487.0% -10.4% -6.3% 1.6% 6.3% 6.0% -1.4% 4.7% 3.8% 5.9% 8.4% 4.2% 2.7%
Pretax Margin 12-point trend, -329.1% -8.3% -8.3% 2.3% 8.0% 6.8% -1.5% 5.8% 8.0% 8.3% 11.9% 5.4% 3.6%
EBITDA Margin 12-point trend, -141.1% -3.2% -3.4% 5.8% 10.4% 10.1% 2.1% 6.8% 9.4% 9.9% 12.3% 8.3% 7.7%
ROA 12-point trend, -314.4% -8.6% -4.5% 1.8% 8.1% 9.0% -1.4% 7.3% 6.4% 9.9% 14.9% 6.3% 4.0%
ROE 12-point trend, -481.7% -18.4% -8.7% 2.9% 12.3% 13.8% -2.3% 8.5% 7.7% 12.6% 19.6% 7.8% 4.8%
ROIC 12-point trend, -425.8% -15.9% -7.8% 3.8% 12.1% 15.2% -2.0% 6.4% 6.7% 11.3% 16.1% 7.4% 4.9%
유동성 및 지급능력 4
NAII의 연간 유동성 및 지급능력 데이터
지표 추세 202520242023202220212020201920182017201620152014
Current Ratio 12-point trend, -51.7% 2.1 2.6 3.6 3.3 3.6 2.8 5.0 4.6 5.0 2.9 4.8 4.3
Quick Ratio 12-point trend, -65.9% 0.9 1.2 1.3 1.7 2.3 1.7 2.9 2.7 3.5 1.7 3.1 2.7
Debt / Equity 4-point trend, +32.4% 0.0 0.0 0.0 0.0 · · · · · · · ·
Interest Coverage 2-point trend, +37.3% · · · · · · · · · · 346.6 252.5
효율성 3
NAII의 연간 효율성 데이터
지표 추세 202520242023202220212020201920182017201620152014
Asset Turnover 12-point trend, -44.7% 0.8 0.7 1.1 1.3 1.5 1.0 1.5 1.7 1.7 1.8 1.5 1.5
Inventory Turnover 12-point trend, -8.3% 4.9 4.0 4.4 4.3 5.4 3.7 4.6 5.7 5.6 5.3 5.1 5.4
Receivables Turnover 12-point trend, -25.2% 8.2 9.5 12.6 9.7 10.2 7.2 9.0 11.5 11.3 9.9 9.5 11.0
주당 5
NAII의 연간 주당 데이터
지표 추세 202520242023202220212020201920182017201620152014
Book Value / Share 12-point trend, +82.6% $11.08 $13.32 $14.62 $14.44 $12.44 $10.57 $10.53 $9.03 $8.81 $7.82 $6.50 $6.06
Revenue / Share 12-point trend, +102.7% $21.84 $19.38 $26.20 $27.78 $27.98 $17.76 $19.48 $19.23 $18.32 $17.20 $11.68 $10.77
Cash Flow / Share 12-point trend, +28.1% $1.00 $-0.26 $1.19 $1.93 $3.26 $0.55 $0.92 $0.27 $2.12 $1.40 $0.39 $0.78
Cash / Share 12-point trend, -28.5% $1.99 $1.93 $2.24 $3.56 $4.99 $4.51 $3.47 $3.12 $4.01 $2.88 $2.75 $2.79
EPS (TTM) 12-point trend, -886.2% $-2.28 $-1.23 $0.43 $1.74 $1.69 $-0.25 $0.92 $0.73 $1.09 $1.44 $0.49 $0.29
성장률 5
NAII의 연간 성장률 데이터
지표 추세 202520242023202220212020201920182017201620152014
Revenue YoY 5-point trend, -71.9% 14.1% -26.1% -9.9% -4.2% 50.2% · · · · · · ·
Revenue CAGR 3Y 3-point trend, -197.1% -8.8% -13.9% 9.0% · · · · · · · · ·
Revenue CAGR 5Y 1.8% · · · · · · · · · · ·
EPS YoY 2-point trend, -2643.6% · · -75.3% 3.0% · · · · · · · ·
Net Income YoY 2-point trend, -14603.8% · · -76.5% -0.52% · · · · · · · ·
가치 평가 (TTM) 14
NAII의 연간 가치 평가 (TTM) 데이터
지표 추세 202520242023202220212020201920182017201620152014
Revenue TTM 12-point trend, +75.6% $130M $114M $154M $171M $179M $119M $138M $132M $122M $114M $80M $74M
Net Income TTM 12-point trend, -780.8% $-14M $-7M $3M $11M $11M $-2M $7M $5M $7M $10M $3M $2M
Market Cap 12-point trend, -45.2% $20M $37M $44M $64M $108M $46M $84M $77M $69M $76M $38M $37M
Enterprise Value 4-point trend, -80.6% $8M $26M $30M $42M · · · · · · · ·
P/E 12-point trend, -107.9% -1.4 -4.9 16.7 6.0 10.0 -27.4 12.7 13.9 9.1 7.7 11.6 18.2
P/S 12-point trend, -68.8% 0.2 0.3 0.3 0.4 0.6 0.4 0.6 0.6 0.6 0.7 0.5 0.5
P/B 12-point trend, -66.0% 0.3 0.5 0.5 0.7 1.4 0.6 1.1 1.1 1.1 1.4 0.9 0.9
P / Tangible Book 6-point trend, -54.2% 0.3 0.5 0.5 0.7 1.4 0.6 · · · · · ·
P / Cash Flow 12-point trend, -50.6% 3.4 -24.9 6.2 5.4 5.2 12.5 12.8 41.9 4.9 8.2 14.3 6.9
P / FCF 12-point trend, -36.9% 8.7 -8.3 -6.7 -4.4 6.9 -54.3 68.1 -34.1 7.9 -65.6 39.4 13.8
EV / EBITDA 4-point trend, -184.5% -2.0 -6.6 3.4 2.4 · · · · · · · ·
EV / FCF 4-point trend, +222.5% 3.6 -5.7 -4.7 -2.9 · · · · · · · ·
EV / Revenue 4-point trend, -74.4% 0.1 0.2 0.2 0.2 · · · · · · · ·
Earnings Yield 12-point trend, -1366.1% -69.5% -20.4% 6.0% 16.7% 10.0% -3.6% 7.9% 7.2% 10.9% 13.0% 8.6% 5.5%

재무제표 손익계산서, 대차대조표, 현금흐름 — 연간, 지난 5년

손익계산서
2025-06-302024-06-302023-12-302023-06-302022-06-30
매출 $130M$114M$154M$171M
매출 총이익률 % 7.1%6.0%11.8%17.8%
영업이익률 % -6.7%-7.5%3.1%8.0%
순이익 $-14M$-7M$3M$11M
희석 EPS $-2.28$-1.23$0.43$1.74
대차대조표
2025-06-302024-06-302023-12-302023-06-302022-06-30
부채 / 자기자본 비율 0.00.00.00.0
유동비율 2.12.63.63.3
당좌 비율 0.91.21.31.7
현금 흐름
2025-06-302024-06-302023-12-302023-06-302022-06-30
잉여현금흐름 $2M$-5M$-7M$-15M

나의 지표 나만의 관심 목록 — 전체 기본 재무제표에서 선택한 항목

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중요한 지표를 선택하세요 — 위 전체 기본 재무제표의 아무 행 옆에 있는 ➕를 클릭하세요.

선택 항목이 저장되어 모든 티커에서 유지됩니다.

기관 투자자 (13F) 26개의 제출자 · $6.2M 전체 · 기준일 2026년 6월 30일

분기별 SEC 양식 13F에서 이 주식을 보유하고 있다고 보고하는 기관. 롱 포지션만 해당하며, 단일 제출자는 별도의 옵션 레그에 대해 두 번 나타날 수 있습니다. 대규모 상쇄 풋/콜 포지션은 일반적으로 방향성에 대한 확신보다는 시장 조성 또는 헤지된 재고를 반영합니다.

기관 활동 — Q2 2026 대 이전 분기
신규 포지션 청산 포지션 증가함 감소 순주식 변동
6 (0 이전 분기 대비) 0 (-4 이전 분기 대비) 5 (-2 이전 분기 대비) 7 (+4 이전 분기 대비) +132K

Q1 2026 대비 비교. SEC 양식 13F 제출은 분기 말로부터 45일 이내에 마감되며, 지연 제출자를 위한 짧은 유예 기간이 추가됩니다. 해당 기간 내에 있는 분기는 가장 최근에 완전히 보고된 쌍을 선호하여 건너뜁니다.

기관 가치 주식 % 추적된 13F 중 유형
CALDWELL SUTTER CAPITAL, INC. $1,190,746 498,220 19.10% 주식
DIMENSIONAL FUND ADVISORS LP $792,498 331,589 12.71% 주식
VANGUARD GROUP INC $754,950 210,880 12.11% 주식
MORGAN STANLEY $735,236 307,630 11.80% 주식
Mink Brook Asset Management LLC $701,338 293,447 11.25% 주식
RENAISSANCE TECHNOLOGIES LLC $663,122 277,457 10.64% 주식
VANGUARD CAPITAL MANAGEMENT LLC $504,003 210,880 8.09% 주식
Integrated Wealth Concepts LLC $210,764 88,186 3.38% 주식
CITADEL ADVISORS LLC $181,033 75,746 2.90% 주식
BRIDGEWAY CAPITAL MANAGEMENT, LLC $146,973 61,495 2.36% 주식
GEODE CAPITAL MANAGEMENT, LLC $83,867 35,076 1.35% 주식
VANGUARD FIDUCIARY TRUST CO $64,757 27,095 1.04% 주식
Empowered Funds, LLC $59,525 24,906 0.95% 주식
SUSQUEHANNA INTERNATIONAL GROUP, LLP $47,597 19,915 0.76% 주식
STATE STREET CORP $27,875 11,663 0.45% 주식
JAMES INVESTMENT RESEARCH, INC. $23,953 10,022 0.38% 주식
NewEdge Advisors, LLC $23,953 10,022 0.38% 주식
Vanguard Global Advisers, LLC $6,737 2,819 0.11% 주식
Tower Research Capital LLC (TRC) $4,847 2,028 0.08% 주식
MERCER GLOBAL ADVISORS INC /ADV $4,780 2,000 0.08% 주식
ROYAL BANK OF CANADA $3,000 1,253 0.05% 주식
CITIGROUP INC $1,551 649 0.02% 주식
HRT FINANCIAL LP $42 17,596 0.00% 주식
GILL CAPITAL PARTNERS, LLC $18 7 0.00% 주식
SBI Securities Co., Ltd. $12 5 0.00% 주식
HUNTINGTON NATIONAL BANK $2 1 0.00% 주식

회사 내부자 18 명의 내부자 · 5 임원 · 5 이사

내부자 역할 마지막 활동 보유 주식 수 매수 12개월 매도 12개월 순매수/매도 12개월
Mark A Ledoux CEO/Chairman 2013년 3월 7일 A 201,907 0 0 $0
Kenneth Wolf Chief Financial Officer 2013년 3월 7일 A 41,909 0 0 $0
Randell Weaver President 2008년 10월 17일 M 87,126 0 0 $0
Timothy E Belanger SR VP Sales & Marketing 2005년 3월 21일 X 24,950 0 0 $0
Mark Zimmerman V.P Operations 2005년 2월 9일 S 2,782 0 0 $0
Alan G Dunn 이사 2013년 6월 24일 A 8,328 0 0 $0
Alan J Lane 이사 2013년 6월 24일 A 9,328 0 0 $0
Lee G Weldon 이사 2013년 6월 24일 A 73,241 0 0 $0
Joe E Davis 이사 2013년 6월 24일 A 45,296 0 0 $0
Edward Borg 10% 소유주 2016년 6월 3일 S 639,596 0 0 $0
Alvin Mccurdy 2009년 6월 30일 J 0 0 $0
John Dullea 2008년 9월 30일 J 0 0 $0
John Reaves 2008년 2월 13일 M 9,186 0 0 $0
John A Wise 2007년 8월 7일 X 59,600 0 0 $0
TERRANOVA CARL J 2006년 8월 21일 P 522,900 0 0 $0
Thomas H Hansen 2006년 8월 18일 P 209,300 0 0 $0
Robert A Kay 2005년 9월 29일 J 0 0 $0
Scott J Schmidt 2003년 12월 18일 W 0 0 0 $0

SEC 양식 3/4/5 제출 서류 기준 내부자; 순매수/매도는 공개 시장 거래만 해당

행동주의자 및 5% 이상 소유자 6 보유

SEC 서류 13D를 제출한 투자자 — 발행인에 영향을 미치려는 의도로 5% 이상의 실질 소유권(행동주의 지분, 이사회 캠페인, M&A). 각 행은 해당 제출자의 포지션에 대한 가장 최근에 알려진 상태를 보여줍니다.

제출자 제출됨 지분 상태 목적 제출
Trust u/w of Vincent Terranova 2016년 1월 14일 최초 제출 SEC
미공개 보고자, 미공개 보고자 2006년 8월 23일 최초 제출 SEC
미공개 보고자 2005년 6월 8일 최초 제출 SEC
미공개 보고자 2002년 5월 7일 최초 제출 SEC
미공개 보고자 2001년 12월 6일 최초 제출 SEC
Carl J. Terranova, Trust U/W of Vincent Terranova 2001년 11월 5일 최초 제출 SEC

Purpose is an automated classification of the filer's own stated purpose (SEC Item 4) — not investment advice. "—" means no clear purpose was stated or the text could not be classified.

ETF 보유 현황 5 ETF 보유

가중치는 직접적인 주식 보유(N-PORT)만 반영합니다. 레버리지 또는 파생 상품 기반 펀드는 표시되지 않은 추가 스왑 노출을 보유할 수 있습니다.

펀드 비중 단위 기준일 출처
DFAS · Dimensional ETF Trust 0.00% 16,917 NS 2026년 4월 30일 N-PORT
DCOR · Dimensional ETF Trust 0.00% 578 NS 2026년 4월 30일 N-PORT
DFAC · Dimensional ETF Trust 0.00% 5,470 NS 2026년 4월 30일 N-PORT
VXF · VANGUARD INDEX FUNDS 2026년 7월 15일 일간
VTI · VANGUARD INDEX FUNDS 2026년 7월 15일 일간