The Simply Good FoodsSMPL
13F holders, Q1 2024 (March 31)290holders
9famous investors
$34.04avg. 13F price*
At the end of Q1 2024, 290 institutions reported holding The Simply Good Foods Co. (SMPL) in their 13F filings. The largest holders were BlackRock Inc. ($489.1M), Vanguard Group Inc. ($377.7M) and Capital World Investors ($200.7M). 9 famous investors held it, including Joel Greenblatt (0.0% of Gotham Asset Management's portfolio), Israel Englander (0.0% of Millennium Management's portfolio) and Ray Dalio (0.0% of Bridgewater Associates's portfolio).
- Company
- The Simply Good Foods Co.
- CUSIP
- 82900L102
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 55 | $49.2M |
| Exits | 34 | $71.6M |
Ownership 290 holders
| BlackRock Inc. | 0.01% | Add +3.3% | 14,372,885 | $489.1M |
| Vanguard Group Inc. | 0.01% | Add +1.6% | 11,099,351 | $377.7M |
| Capital World Investors | 0.03% | Reduce -4.3% | 5,897,845 | $200.7M |
| Champlain Investment Partners, LLC | 0.77% | Add +27.7% | 3,939,494 | $134.1M |
| State Street Corp. | 0.01% | Add +1.4% | 3,440,138 | $117.1M |
| FMR LLC | 0.01% | Add +17.2% | 3,202,093 | $109.0M |
| Dimensional Fund Advisors LP | 0.03% | Add +4.4% | 3,019,752 | $102.8M |
| T. Rowe Price Investment Management, Inc. | 0.05% | Reduce -25.4% | 2,544,579 | $86.6M |
| Fuller & Thaler Asset Management, Inc. | 0.32% | Add +5.8% | 2,129,678 | $72.5M |
| Geode Capital Management, LLC | 0.01% | Add +2.9% | 2,048,344 | $69.7M |
| Silvercrest Asset Management Group LLC | 0.47% | Reduce -27.1% | 2,030,472 | $69.1M |
| Invesco Ltd. | 0.01% | Add +0.6% | 1,788,454 | $60.9M |
| Loomis Sayles & Co. L P | 0.08% | Reduce -12.7% | 1,634,609 | $55.6M |
| Neuberger Berman Group LLC | 0.04% | Reduce -41.1% | 1,427,745 | $48.6M |
| Congress Asset Management Co. | 0.32% | Add +7.4% | 1,313,011 | $44.7M |
| Principal Financial Group Inc. | 0.03% | Reduce -33.2% | 1,290,197 | $43.9M |
| Millennium Management | 0.04% | Add +194.1% | 1,253,672 | $42.7M |
| Norges Bank | 0.01% | Add +19.2% | 1,203,504 | $41.0M |
| Franklin Resources Inc. | 0.01% | Reduce -11.1% | 1,060,179 | $36.1M |
| Brown Advisory Inc. | 0.04% | Reduce -46.6% | 989,203 | $33.7M |
| Wellington Management Group LLP | 0.01% | Add +666.6% | 944,374 | $32.1M |
| Northern Trust Corp. | 0.01% | Reduce -2.5% | 939,153 | $32.0M |
| Handelsbanken Fonder AB | 0.13% | Add +21.7% | 921,300 | $31.4M |
| Charles Schwab Investment Management Inc. | 0.01% | Add +3.8% | 884,708 | $30.1M |
| Morgan Stanley | 0.00% | Reduce -38.4% | 882,615 | $30.0M |
| T. Rowe Price Associates Inc. | 0.00% | Reduce -4.1% | 787,606 | $26.8M |
| Janus Henderson Group PLC | 0.01% | Reduce -35.0% | 772,742 | $26.3M |
| Bank of New York Mellon Corp | 0.00% | Reduce -7.5% | 725,471 | $24.7M |
| Goldman Sachs Group Inc. | 0.00% | Add +8.3% | 689,466 | $23.5M |
| Boston Partners | 0.03% | Add +34.9% | 685,798 | $23.4M |
| Balyasny Asset Management L.P. | 0.06% | Add +4.6% | 667,790 | $22.7M |
| JPMorgan Chase & Co. | 0.00% | Add +22.6% | 531,413 | $18.1M |
| Victory Capital Management Inc. | 0.01% | Reduce -3.1% | 444,874 | $15.1M |
| Man Group plc | 0.04% | Add +877.8% | 382,090 | $13.0M |
| Cubist Systematic Strategies, LLC | 0.14% | Add +21914.0% | 352,003 | $12.0M |
| Allianz Asset Management GmbH | 0.02% | Add +311.3% | 351,587 | $12.0M |
| Assenagon Asset Management S.A. | 0.03% | Add +248.8% | 333,760 | $11.4M |
| Nuveen Asset Management, LLC | 0.00% | Add +16.9% | 314,187 | $10.7M |
| Ameriprise Financial Inc. | 0.00% | Reduce -4.7% | 271,012 | $9.2M |
| Bank of America Corp. | 0.00% | Add +16.1% | 265,358 | $9.0M |
| Rhumbline Advisers | 0.01% | Reduce -0.6% | 262,041 | $8.9M |
| Impax Asset Management Group plc | 0.03% | No change | 258,620 | $8.8M |
| Legal & General Group Plc | 0.00% | Add +0.5% | 258,020 | $8.8M |
| Moody Aldrich Partners LLC | 1.28% | Add +5.7% | 221,796 | $7.5M |
| Bessemer Group Inc. | 0.01% | Add +5.3% | 218,118 | $7.4M |
| BNP Paribas Financial Markets | 0.01% | Add +171.2% | 214,587 | $7.3M |
| Barclays PLC | 0.00% | Add +46.8% | 211,528 | $7.2M |
| CW Advisors, LLC | 0.12% | Add +5.5% | 198,854 | $6.8M |
| Emerald Advisers, LLC | 0.27% | Reduce -65.0% | 198,445 | $6.8M |
| Swiss National Bank | 0.00% | Add +0.4% | 187,100 | $6.4M |
| Public Sector Pension Investment Board | 0.05% | Reduce -1.0% | 186,176 | $6.3M |
| Qube Research & Technologies Ltd | 0.01% | Add +1025.5% | 171,362 | $5.8M |
| Prudential Financial Inc. | 0.01% | Add +57.1% | 164,154 | $5.6M |
| Credit Suisse AG/ | 0.01% | Reduce -3.2% | 157,587 | $5.4M |
| Covea Finance | 0.25% | Add +170.3% | 154,100 | $5.2M |
| D. E. Shaw & Co. | 0.01% | Add +92.9% | 150,719 | $5.1M |
| Marshall Wace, LLP | 0.01% | Reduce -18.4% | 142,454 | $4.8M |
| Bridgewater Associates | 0.02% | Reduce -12.1% | 140,560 | $4.8M |
| Madison Asset Management, LLC | 0.06% | Add +42.1% | 139,489 | $4.7M |
| Envestnet Asset Management Inc. | 0.00% | Add +0.4% | 136,078 | $4.6M |
| McCollum Christoferson Group LLC | 1.33% | Add +2.8% | 135,609 | $4.6M |
| Renaissance Technologies | 0.01% | Add +2360.4% | 130,400 | $4.4M |
| Ensign Peak Advisors, Inc | 0.01% | Add +63.5% | 126,933 | $4.3M |
| Verition Fund Management LLC | 0.05% | Add +55.6% | 123,808 | $4.2M |
| Algert Global LLC | 0.16% | Reduce -32.8% | 119,209 | $4.1M |
| Hillsdale Investment Management Inc. | 0.32% | New | 118,900 | $4.0M |
| Cohen Capital Management, Inc. | 0.69% | Add +0.5% | 115,470 | $3.9M |
| Citadel Advisors | 0.00% | New | 113,447 | $3.9M |
| Nordea Investment Management AB | 0.00% | New | 111,931 | $3.8M |
| UBS Group AG | 0.00% | Add +92.8% | 111,255 | $3.8M |
| Alliancebernstein L.P. | 0.00% | Reduce -17.2% | 110,211 | $3.8M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.00% | Reduce -3.8% | 109,516 | $3.7M |
| Ami Asset Management Corp. | 0.19% | Reduce -5.0% | 106,782 | $3.6M |
| New York State Teachers Retirement System | 0.01% | No change | 104,319 | $3.5M |
| Jupiter Asset Management Ltd. | 0.03% | New | 99,577 | $3.4M |
| Squarepoint Ops LLC | 0.01% | New | 99,244 | $3.4M |
| Aquatic Capital Management LLC | 0.11% | Add +50.8% | 99,200 | $3.4M |
| Cramer Rosenthal McGlynn LLC | 0.18% | Reduce -67.0% | 97,532 | $3.3M |
| Mutual of America Capital Management LLC | 0.04% | Add +507.9% | 96,435 | $3.3M |
| California State Teachers Retirement System | 0.00% | Reduce -4.9% | 94,409 | $3.2M |
| STRS Ohio | 0.01% | Reduce -13.9% | 93,200 | $3.2M |
| Townsquare Capital LLC | 0.04% | Add +16.0% | 90,024 | $3.1M |
| Quantbot Technologies LP | 0.17% | New | 87,983 | $3.0M |
| Teacher Retirement System of Texas | 0.02% | Add +331.0% | 86,222 | $2.9M |
| Baird Financial Group, Inc. | 0.01% | Add +6.9% | 81,612 | $2.8M |
| Texas Permanent School Fund Corp. | 0.02% | Add +1.5% | 79,493 | $2.7M |
| State of New Jersey Common Pension Fund D | 0.01% | Add +20.0% | 79,456 | $2.7M |
| CANADA LIFE ASSURANCE Co | 0.01% | Add +8.5% | 79,394 | $2.7M |
| Thrivent Financial for Lutherans | 0.01% | Reduce -2.4% | 78,797 | $2.7M |
| Gotham Asset Management | 0.04% | Add +384.1% | 73,508 | $2.5M |
| Emerald Mutual Fund Advisers Trust | 0.13% | Reduce -82.5% | 71,839 | $2.4M |
| Schonfeld Strategic Advisors LLC | 0.02% | New | 68,850 | $2.3M |
| Sei Investments Co. | 0.00% | Reduce -3.0% | 65,440 | $2.2M |
| Voya Investment Management LLC | 0.00% | Reduce -9.2% | 60,362 | $2.1M |
| Renaissance Group LLC | 0.08% | Add +22.1% | 59,697 | $2.0M |
| ExodusPoint Capital Management, LP | 0.03% | New | 59,531 | $2.0M |
| Citigroup Inc. | 0.00% | Add +6.9% | 59,417 | $2.0M |
| Crestline Management, L.P. | 0.18% | New | 55,749 | $1.9M |
| State of Alaska, Department of Revenue | 0.02% | Reduce -0.8% | 55,333 | $1.9M |
| Illinois Municipal Retirement Fund | 0.03% | Add +7.3% | 54,806 | $1.9M |
| First Trust Advisors LP | 0.00% | Add +6.0% | 54,293 | $1.8M |
| Y-Intercept (Hong Kong) Ltd | 0.14% | Add +351.5% | 53,016 | $1.8M |
| Manufacturers Life Insurance Company, The | 0.00% | Add +7.7% | 52,355 | $1.8M |
| Royal Bank of Canada | 0.00% | Reduce -27.0% | 51,716 | $1.8M |
| Deutsche Bank AG | 0.00% | Reduce -56.9% | 50,101 | $1.7M |
| American International Group, Inc. | 0.01% | Reduce -0.9% | 48,984 | $1.7M |
| MetLife Investment Management, LLC | 0.01% | No change | 47,384 | $1.6M |
| Tudor Investment Corporation | 0.02% | New | 47,343 | $1.6M |
| HSBC Holdings PLC | 0.00% | New | 46,582 | $1.6M |
| Louisiana State Employees Retirement System | 0.03% | Reduce -0.9% | 45,000 | $1.5M |
| TD Asset Management Inc | 0.00% | Add +4.7% | 44,230 | $1.5M |
| Jane Street Group, LLC | 0.00% | Reduce -56.5% | 44,183 | $1.5M |
| Mirae Asset Global Investments Co., Ltd. | 0.00% | Reduce -16.2% | 38,579 | $1.5M |
| Exchange Traded Concepts, LLC | 0.04% | Add +175.6% | 43,107 | $1.5M |
| Danske Bank A/S | 0.00% | — | 42,914 | $1.5M |
| Prelude Capital Management, LLC | 0.10% | Add +235.2% | 42,749 | $1.5M |
| AMG National Trust Bank | 0.04% | New | 42,729 | $1.5M |
| State of Tennessee, Department of Treasury | 0.01% | Reduce -15.2% | 42,420 | $1.4M |
| Wesbanco Bank Inc. | 0.05% | New | 41,946 | $1.4M |
| Yousif Capital Management, LLC | 0.02% | Reduce -8.5% | 41,145 | $1.4M |
| Jump Financial, LLC | 0.04% | New | 39,447 | $1.3M |
| Dana Investment Advisors, Inc. | 0.04% | Add +9.3% | 38,785 | $1.3M |
| Comerica Bank | 0.01% | Reduce -9.3% | 38,691 | $1.3M |
| Candriam S.C.A. | 0.01% | Reduce -37.1% | 38,428 | $1.3M |
| Wells Fargo & Company | 0.00% | Add +7.9% | 38,276 | $1.3M |
| New York State Common Retirement Fund | 0.00% | Add +3.7% | 37,543 | $1.3M |
| Hilton Capital Management, LLC | 0.11% | Add +128.9% | 37,437 | $1.3M |
| Tidal Investments LLC | 0.02% | Add +215.8% | 37,396 | $1.3M |
| State Board of Administration of Florida Retirement System | 0.00% | Reduce -47.9% | 30,199 | $1.2M |
| Stifel Financial Corp. | 0.00% | Add +44.1% | 33,879 | $1.2M |
| Diversified Trust Co. | 0.03% | Add +55.6% | 32,353 | $1.1M |
| Maryland State Retirement & Pension System | 0.02% | Reduce -0.6% | 32,730 | $1.1M |
| Trexquant Investment LP | 0.02% | New | 30,329 | $1.0M |
| Raymond James & Associates | 0.00% | Reduce -0.2% | 30,321 | $1.0M |
| Lombard Odier Asset Management (USA) Corp | 0.15% | Add +85.4% | 29,483 | $1.0M |
| Van Hulzen Asset Management, LLC | 0.07% | Add +13.8% | 28,974 | $986K |
| Amalgamated Bank | 0.01% | Reduce -26.0% | 28,629 | $974K |
| ClariVest Asset Management LLC | 0.10% | Add +0.1% | 27,007 | $919K |
| Teachers Retirement System of the State of Kentucky | 0.01% | No change | 26,839 | $913K |
| Arizona State Retirement System | 0.01% | Reduce -1.4% | 26,059 | $887K |
| Glenmede Trust Co. NA | 0.00% | Add +4.9% | 25,663 | $873K |
| Cerity Partners LLC | 0.00% | New | 25,563 | $870K |
| Allspring Global Investments Holdings, LLC | 0.00% | Reduce -70.0% | 24,906 | $848K |
| Sherbrooke Park Advisers LLC | 0.16% | New | 24,673 | $840K |
| Oregon Public Employees Retirement Fund | 0.02% | Reduce -8.3% | 24,344 | $828K |
| Corient Private Wealth LP | 0.00% | Add +294.4% | 23,963 | $815K |
| Nebula Research & Development LLC | 0.18% | New | 23,952 | $815K |
| AlphaQuest LLC | 0.14% | Add +755.6% | 22,990 | $782K |
| Graham Capital Management, L.P. | 0.04% | New | 21,311 | $725K |
| Vestcor Inc | 0.02% | New | 20,800 | $708K |
| Amundi | 0.00% | Add +26.2% | 21,361 | $692K |
| Intrepid Capital Management Inc. | 0.45% | New | 20,188 | $687K |
| Pathstone Holdings, LLC | 0.00% | Add +162.7% | 19,995 | $680K |
| Commonwealth of Pennsylvania Public School Empls Retrmt SYS | 0.00% | Add +0.3% | 19,615 | $667K |
| American Century Companies Inc. | 0.00% | Add +6.0% | 19,595 | $667K |
| Guggenheim Capital LLC | 0.00% | Add +62.4% | 19,593 | $667K |
| ProShare Advisors LLC | 0.00% | Add +6.2% | 19,512 | $664K |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 0.00% | No change | 19,196 | $653K |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 0.00% | Reduce -10.6% | 19,025 | $647K |
| Holocene Advisors, LP | 0.00% | New | 18,882 | $643K |
| Edgestream Partners, L.P. | 0.03% | New | 18,324 | $624K |
| UniSuper Management Pty Ltd | 0.01% | New | 18,060 | $615K |
| Inceptionr LLC | 0.16% | Add +85.2% | 17,941 | $611K |
| Natixis Advisors, LLC | 0.00% | Reduce -35.7% | 17,761 | $604K |
| Point72 Hong Kong Ltd | 0.03% | New | 17,737 | $604K |
| J. Goldman & Co LP | 0.03% | New | 16,230 | $552K |
| Point72 (DIFC) Ltd | 0.04% | — | 15,615 | $531K |
| Premier Fund Managers Ltd | 0.02% | Reduce -41.4% | 15,366 | $521K |
| Ziegler Capital Management, LLC | 0.02% | Add +69.3% | 15,175 | $516K |
| Scientech Research LLC | 0.27% | New | 14,876 | $506K |
| US Bancorp \de | 0.00% | Reduce -37.9% | 14,823 | $504K |
| Norden Group LLC | 0.10% | Add +36.1% | 13,994 | $476K |
| Ossiam | 0.01% | Add +46.8% | 13,982 | $476K |
| HighTower Advisors, LLC | 0.00% | Add +99.6% | 13,458 | $461K |
| Janney Capital Management LLC | 0.03% | Add +27.4% | 13,466 | $458K |
| Public Employees Retirement Association of Colorado | 0.00% | Reduce -4.8% | 13,017 | $443K |
| Alliance Wealth Advisors, LLC | 0.13% | Add +14.5% | 12,838 | $437K |
| Pitcairn Co. | 0.03% | Add +1.4% | 12,571 | $428K |
| Creative Planning | 0.00% | Reduce -6.1% | 11,860 | $404K |
| SageView Advisory Group, LLC | 0.02% | New | 5,162 | $398K |
| Pictet Asset Management Holding SA | 0.00% | No change | 11,014 | $375K |
| MML Investors Services, LLC | 0.00% | Reduce -2.2% | 10,971 | $373K |
| AQR Capital Management | 0.00% | Add +90.4% | 10,826 | $368K |
| Teza Capital Management LLC | 0.05% | New | 10,520 | $358K |
| Orion Porfolio Solutions, LLC | 0.00% | Add +5.7% | 10,518 | $358K |
| Orion Portfolio Solutions, LLC | 0.00% | Add +5.7% | 10,518 | $358K |
| Walleye Capital LLC | 0.00% | Reduce -83.8% | 10,479 | $357K |
| Gabelli Funds LLC | 0.00% | No change | 10,000 | $340K |
| Bank of Montreal | 0.00% | Add +1.1% | 9,960 | $339K |
| Yorktown Management & Research Co Inc | 0.32% | No change | 9,800 | $333K |
| Praxis Investment Management Inc. | 0.02% | No change | 9,530 | $324K |
| Occudo Quantitative Strategies LP | 0.06% | New | 9,456 | $322K |
| Susquehanna International Group, LLP | 0.00% | Reduce -79.2% | 9,323 | $317K |
| Petrus Trust Company, LTA | 0.03% | New | 9,295 | $316K |
| Cynosure Group, LLC | 0.06% | New | 9,262 | $315K |
| Deerfield Management Company, L.P. | 0.01% | Reduce -0.7% | 9,141 | $311K |
| Campbell & CO Investment Adviser LLC | 0.03% | New | 9,133 | $311K |
| Ameritas Investment Partners, Inc. | 0.01% | Reduce -3.6% | 9,069 | $309K |
| Maverick Capital | 0.01% | Add +12.1% | 8,678 | $295K |
| Two Sigma Investments, LP | 0.00% | New | 8,503 | $289K |
| Point72 Asia (Singapore) Pte. Ltd. | 0.08% | New | 8,478 | $289K |
| Diversify Advisory Services, LLC | 0.02% | — | 8,386 | $286K |
| Fulton Bank, N.A. | 0.01% | Reduce -11.1% | 8,253 | $281K |
| Bayesian Capital Management, LP | 0.03% | New | 8,163 | $278K |
| NorthCrest Asset Manangement, LLC | 0.01% | Add +0.2% | 8,135 | $277K |
| Intrust Bank NA | 0.03% | Reduce -3.2% | 8,026 | $273K |
| Portside Wealth Group, LLC | 0.05% | Add +8.4% | 7,974 | $271K |
| Bellevue Group AG | 0.00% | New | 7,900 | $269K |
| LPL Financial LLC | 0.00% | Add +1.9% | 7,776 | $265K |
| EntryPoint Capital, LLC | 0.24% | Add +100.9% | 7,710 | $262K |
| Arrowstreet Capital, Limited Partnership | 0.00% | New | 7,644 | $260K |
| MQS Management LLC | 0.15% | New | 7,581 | $258K |
| State of Wisconsin Investment Board | 0.00% | Reduce -16.3% | 7,511 | $256K |
| KLR Investment Advisors, LLC | 0.18% | Reduce -6.1% | 7,371 | $243K |
| Moody National Bank Trust Division | 0.02% | New | 6,890 | $234K |
| Envestnet Portfolio Solutions, Inc. | 0.00% | Add +1.2% | 6,825 | $232K |
| QRG Capital Management, Inc. | 0.00% | Add +3.8% | 6,698 | $228K |
| Mariner, LLC | 0.00% | Reduce -1.8% | 6,679 | $227K |
| Crossmark Global Holdings, Inc. | 0.00% | Reduce -1.4% | 6,679 | $227K |
| Cipher Capital LP | 0.10% | New | 6,586 | $224K |
| Osaic Holdings, Inc. | 0.00% | Reduce -52.2% | 6,478 | $220K |
| PNC Financial Services Group, Inc. | 0.00% | Add +7.4% | 6,403 | $218K |
| Tocqueville Asset Management L.P. | 0.00% | No change | 6,200 | $211K |
| Pearl River Capital, LLC | 0.03% | New | 6,089 | $207K |
| Gibbs Wealth Management | 0.12% | — | 6,052 | $206K |
| Degroof Petercam Asset Management | 0.00% | No change | 6,121 | $206K |
| Vanguard Personalized Indexing Management, LLC | 0.00% | Reduce -0.5% | 5,885 | $200K |
| Shell Asset Management Co. | 0.01% | Reduce -9.5% | 4,754 | $172K |
| Metropolitan Life Insurance Co | 0.01% | Reduce -9.1% | 4,750 | $162K |
| Nisa Investment Advisors, LLC | 0.00% | Reduce -16.5% | 4,649 | $158K |
| SG Americas Securities, LLC | 0.00% | Reduce -78.9% | 3,977 | $135K |
| Covestor Ltd | 0.08% | Add +32.8% | 3,902 | $133K |
| Headlands Technologies LLC | 0.03% | New | 3,854 | $131K |
| Leonteq Securities AG | 0.02% | Add +129.4% | 3,847 | $131K |
| Sirios Capital Management L P | 0.02% | New | 3,335 | $113K |
| Quadrant Capital Group LLC | 0.01% | Reduce -23.8% | 3,297 | $112K |
| Banque Cantonale Vaudoise | 0.00% | New | 3,032 | $103K |
| TD Private Client Wealth LLC | 0.00% | Add +38.3% | 2,688 | $91K |
| KBC Group NV | 0.00% | No change | 2,338 | $80K |
| Blue Trust, Inc. | 0.00% | Add +20.7% | 2,228 | $76K |
| State of Wyoming | 0.01% | New | 2,215 | $75K |
| Salem Investment Counselors Inc. | 0.00% | Reduce -50.3% | 1,975 | $67K |
| Tower Research Capital LLC (TRC) | 0.00% | Reduce -91.3% | 1,973 | $67K |
| Advisors Asset Management, Inc. | 0.00% | Reduce -52.8% | 1,693 | $58K |
| Russell Investments Group, Ltd. | 0.00% | Reduce -67.3% | 1,575 | $54K |
| Northwestern Mutual Wealth Management Co. | 0.00% | Reduce -0.5% | 1,560 | $53K |
| Pacer Advisors, Inc. | 0.00% | Add +74.1% | 1,450 | $49K |
| Lindbrook Capital, LLC | 0.00% | Reduce -3.9% | 1,315 | $45K |
| nVerses Capital, LLC | 0.10% | New | 1,200 | $41K |
| Parkside Financial Bank & Trust | 0.01% | Add +35.3% | 1,154 | $39K |
| Principal Securities, Inc. | 0.00% | Add +11.8% | 1,008 | $34K |
| Concourse Financial Group Securities, Inc. | 0.00% | Add +12.7% | 906 | $31K |
| Huntington National Bank | 0.00% | Reduce -4.7% | 564 | $19K |
| EverSource Wealth Advisors, LLC | 0.00% | Reduce -49.8% | 525 | $19K |
| Cwm, LLC | 0.00% | Add +37.0% | 544 | $19K |
| Lanark Financial, Inc. | 0.00% | No change | 557 | $18K |
| Public Employees Retirement System of Ohio | 0.00% | Add +10.4% | 508 | $17K |
| UMB Bank, n.a. | 0.00% | Add +9.5% | 485 | $17K |
| Signaturefd, LLC | 0.00% | Reduce -16.7% | 443 | $15K |
| CENTRAL TRUST Co | 0.00% | No change | 429 | $15K |
| Avior Wealth Management, LLC | 0.00% | New | 405 | $14K |
| Fifth Third Bancorp | 0.00% | Add +6.6% | 386 | $13K |
| Group One Trading LLC | 0.00% | New | 378 | $13K |
| Rise Advisors, LLC | 0.01% | New | 309 | $11K |
| GAMMA Investing LLC | 0.00% | Reduce -39.3% | 301 | $10K |
| MassMutual Private Wealth & Trust, FSB | 0.00% | Add +18.2% | 221 | $8K |
| Washington Trust Advisors, Inc. | 0.00% | No change | 219 | $7K |
| Catalyst Funds Management Pty Ltd | 0.00% | — | 200 | $7K |
| Eagle Bay Advisors LLC | 0.00% | New | 174 | $6K |
| FinTrust Capital Advisors, LLC | 0.00% | No change | 150 | $5K |
| Benjamin F. Edwards & Company, Inc. | 0.00% | No change | 116 | $4K |
| First Horizon Advisors, Inc. | 0.00% | Reduce -39.8% | 106 | $4K |
| Global Retirement Partners, LLC | 0.00% | Reduce -7.6% | 97 | $3K |
| Fortitude Family Office, LLC | 0.00% | New | 95 | $3K |
| Bell Investment Advisors, Inc | 0.00% | No change | 89 | $3K |
| Mitsubishi UFJ Asset Management Co., Ltd. | 0.00% | No change | 87 | $3K |
| Crewe Advisors LLC | 0.00% | New | 85 | $3K |
| Bellevue Asset Management, LLC | 0.00% | No change | 83 | $3K |
| Farmers & Merchants Investments Inc. | 0.00% | No change | 62 | $2K |
| Barrett & Company, Inc. | 0.00% | No change | 50 | $2K |
| JFS Wealth Advisors, LLC | 0.00% | Reduce -29.7% | 45 | $2K |
| Cape Investment Advisory, Inc. | 0.00% | New | 30 | $1K |
| Allworth Financial LP | 0.00% | Reduce -62.0% | 27 | $919 |
| SJS Investment Consulting Inc. | 0.00% | Reduce -17.4% | 19 | $647 |
| Farther Finance Advisors, LLC | 0.00% | Reduce -75.5% | 13 | $444 |
| DiNuzzo Private Wealth, Inc. | 0.00% | Add +9.1% | 12 | $409 |
| Abound Wealth Management | 0.00% | No change | 10 | $341 |
| Rothschild Investment LLC | 0.00% | New | 10 | $340 |
| Gradient Investments LLC | 0.00% | Reduce -9.1% | 10 | $340 |
| TFO Wealth Partners, LLC | 0.00% | No change | 2 | $68 |
"% of holder's portfolio" is SMPL's weight in each manager's 13F, not the share of The Simply Good Foods Co. the manager owns.