The Simply Good FoodsSMPL
13F holders, Q2 2024 (June 30)At the end of Q2 2024, 274 institutions reported holding The Simply Good Foods Co. (SMPL) in their 13F filings, down 16 from Q1 2024. 39 opened new positions and 52 sold out. The largest holders were BlackRock Inc. ($499.3M), Vanguard Group Inc. ($407.4M) and FMR LLC ($154.4M). 7 famous investors held it, including Ray Dalio (0.0% of Bridgewater Associates's portfolio), Israel Englander (0.0% of Millennium Management's portfolio) and Ken Griffin (0.0% of Citadel Advisors'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 → Q2 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 39 | $68.5M |
| Exits | 52 | $51.0M |
All 13F filers, Q1 2024 → Q2 2024: 10,007,687 shares bought and 8,924,942 shares sold, net +1,082,745 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 274 holders
| BlackRock Inc. | 0.01% | Reduce -3.8% | 13,820,565 | $499.3M |
| Vanguard Group Inc. | 0.01% | Add +1.6% | 11,276,129 | $407.4M |
| FMR LLC | 0.01% | Add +33.5% | 4,273,757 | $154.4M |
| Capital World Investors | 0.03% | Reduce -27.6% | 4,268,375 | $154.2M |
| Champlain Investment Partners, LLC | 0.87% | Reduce -0.8% | 3,907,984 | $141.2M |
| State Street Corp. | 0.01% | Add +0.5% | 3,458,120 | $124.9M |
| T. Rowe Price Investment Management, Inc. | 0.08% | Add +34.5% | 3,423,848 | $123.7M |
| Dimensional Fund Advisors LP | 0.03% | Add +6.8% | 3,223,666 | $116.5M |
| Wellington Management Group LLP | 0.02% | Add +204.4% | 2,874,812 | $103.9M |
| Fuller & Thaler Asset Management, Inc. | 0.35% | Add +6.5% | 2,268,677 | $82.0M |
| Geode Capital Management, LLC | 0.01% | Add +4.1% | 2,132,202 | $77.1M |
| Silvercrest Asset Management Group LLC | 0.48% | Reduce -4.5% | 1,938,705 | $70.0M |
| Loomis Sayles & Co. L P | 0.08% | Reduce -0.6% | 1,624,976 | $58.7M |
| Invesco Ltd. | 0.01% | Reduce -11.8% | 1,577,192 | $57.0M |
| Principal Financial Group Inc. | 0.03% | Add +14.3% | 1,474,736 | $53.3M |
| Balyasny Asset Management L.P. | 0.13% | Add +107.7% | 1,387,175 | $50.1M |
| Neuberger Berman Group LLC | 0.04% | Reduce -11.3% | 1,265,987 | $45.7M |
| Franklin Resources Inc. | 0.01% | Reduce -2.2% | 1,037,065 | $37.5M |
| Norges Bank | 0.01% | Reduce -15.5% | 1,017,475 | $36.8M |
| Armistice Capital, LLC | 0.91% | New | 957,163 | $34.6M |
| Charles Schwab Investment Management Inc. | 0.01% | Add +5.8% | 935,676 | $33.8M |
| Victory Capital Management Inc. | 0.03% | Add +107.0% | 920,802 | $33.3M |
| Northern Trust Corp. | 0.01% | Reduce -3.7% | 904,406 | $32.7M |
| T. Rowe Price Associates Inc. | 0.00% | Add +0.1% | 788,286 | $28.5M |
| Morgan Stanley | 0.00% | Reduce -12.4% | 772,996 | $27.9M |
| Janus Henderson Group PLC | 0.01% | Reduce -0.1% | 772,184 | $27.9M |
| Bank of New York Mellon Corp | 0.01% | Add +2.7% | 745,167 | $26.9M |
| Handelsbanken Fonder AB | 0.11% | Reduce -23.9% | 701,300 | $25.3M |
| Brown Advisory Inc. | 0.03% | Reduce -32.9% | 663,594 | $24.0M |
| Goldman Sachs Group Inc. | 0.00% | Reduce -4.0% | 661,995 | $23.9M |
| Boston Partners | 0.03% | Reduce -7.0% | 637,601 | $23.1M |
| Millennium Management | 0.02% | Reduce -56.1% | 550,084 | $19.9M |
| Marshall Wace, LLP | 0.03% | Add +276.4% | 536,174 | $19.4M |
| Man Group plc | 0.04% | Add +19.6% | 456,960 | $16.5M |
| Verition Fund Management LLC | 0.13% | Add +243.2% | 424,875 | $15.4M |
| Citadel Advisors | 0.02% | Add +266.1% | 415,333 | $15.0M |
| Congress Asset Management Co. | 0.11% | Reduce -68.6% | 412,335 | $14.9M |
| JPMorgan Chase & Co. | 0.00% | Reduce -28.2% | 381,559 | $13.8M |
| Nuveen Asset Management, LLC | 0.00% | Add +20.6% | 378,926 | $13.7M |
| Ameriprise Financial Inc. | 0.00% | Add +34.9% | 365,480 | $13.2M |
| Allianz Asset Management GmbH | 0.02% | Add +1.6% | 357,255 | $12.9M |
| Bank of America Corp. | 0.00% | Add +1.9% | 270,527 | $9.8M |
| Rhumbline Advisers | 0.01% | Reduce -0.3% | 261,175 | $9.4M |
| Impax Asset Management Group plc | 0.04% | No change | 258,620 | $9.3M |
| Legal & General Group Plc | 0.00% | Reduce -0.4% | 256,892 | $9.3M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.00% | Add +123.2% | 244,461 | $8.8M |
| Bessemer Group Inc. | 0.01% | Reduce -0.1% | 217,906 | $7.9M |
| Assenagon Asset Management S.A. | 0.02% | Reduce -37.7% | 208,011 | $7.5M |
| Public Sector Pension Investment Board | 0.05% | Add +7.5% | 200,208 | $7.2M |
| Landscape Capital Management, L.L.C. | 0.59% | New | 193,081 | $7.0M |
| BNP Paribas Financial Markets | 0.01% | Reduce -12.3% | 188,159 | $6.8M |
| Swiss National Bank | 0.00% | No change | 187,100 | $6.8M |
| Woodline Partners LP | 0.06% | New | 174,948 | $6.3M |
| Jane Street Group, LLC | 0.01% | Add +278.7% | 167,334 | $6.0M |
| Alliancebernstein L.P. | 0.00% | Add +46.8% | 161,741 | $5.8M |
| Mutual of America Capital Management LLC | 0.06% | Add +60.7% | 154,988 | $5.6M |
| Madison Asset Management, LLC | 0.07% | Add +10.5% | 154,120 | $5.6M |
| Covea Finance | 0.26% | No change | 154,100 | $5.6M |
| McCollum Christoferson Group LLC | 1.43% | Reduce -2.1% | 132,700 | $4.8M |
| Healthcare of Ontario Pension Plan Trust Fund | 0.01% | New | 131,860 | $4.8M |
| Bridgewater Associates | 0.02% | Reduce -8.1% | 129,208 | $4.7M |
| Prudential Financial Inc. | 0.01% | Reduce -22.7% | 126,911 | $4.6M |
| Qube Research & Technologies Ltd | 0.01% | Reduce -28.9% | 121,878 | $4.4M |
| Cohen Capital Management, Inc. | 0.72% | No change | 115,470 | $4.2M |
| Hillsdale Investment Management Inc. | 0.32% | Reduce -5.9% | 111,900 | $4.0M |
| Envestnet Asset Management Inc. | 0.00% | Reduce -19.7% | 109,234 | $3.9M |
| FIL Ltd | 0.00% | New | 104,596 | $3.8M |
| New York State Teachers Retirement System | 0.01% | No change | 104,319 | $3.8M |
| Algert Global LLC | 0.12% | Reduce -18.1% | 97,681 | $3.5M |
| Moody Aldrich Partners LLC | 0.69% | Reduce -56.1% | 97,370 | $3.5M |
| CANADA LIFE ASSURANCE Co | 0.01% | Add +17.3% | 93,104 | $3.4M |
| California State Teachers Retirement System | 0.00% | Reduce -2.1% | 92,450 | $3.3M |
| Teacher Retirement System of Texas | 0.02% | Add +5.3% | 90,825 | $3.3M |
| Susquehanna Fundamental Investments, LLC | 0.07% | New | 83,555 | $3.0M |
| Baird Financial Group, Inc. | 0.01% | Reduce -3.5% | 78,781 | $2.8M |
| Citigroup Inc. | 0.00% | Add +29.1% | 76,723 | $2.8M |
| TD Asset Management Inc | 0.00% | Add +72.8% | 76,430 | $2.8M |
| Thrivent Financial for Lutherans | 0.01% | Reduce -4.1% | 75,535 | $2.7M |
| D. E. Shaw & Co. | 0.00% | Reduce -52.1% | 72,161 | $2.6M |
| Walleye Capital LLC | 0.03% | Add +580.5% | 71,306 | $2.6M |
| State of Wisconsin Investment Board | 0.01% | Add +796.8% | 67,355 | $2.4M |
| UBS Group AG | 0.00% | Reduce -41.3% | 65,359 | $2.4M |
| Renaissance Group LLC | 0.09% | Add +8.7% | 64,899 | $2.3M |
| Voya Investment Management LLC | 0.00% | Add +0.4% | 60,610 | $2.2M |
| CW Advisors, LLC | 0.03% | Reduce -70.5% | 58,606 | $2.1M |
| Townsquare Capital LLC | 0.03% | Reduce -35.4% | 58,156 | $2.1M |
| State Board of Administration of Florida Retirement System | 0.00% | Add +91.9% | 57,961 | $2.1M |
| Lighthouse Investment Partners, LLC | 0.11% | New | 55,450 | $2.0M |
| Manufacturers Life Insurance Company, The | 0.00% | Add +3.5% | 54,214 | $2.0M |
| State of Alaska, Department of Revenue | 0.02% | Reduce -3.5% | 53,422 | $1.9M |
| Susquehanna International Group, LLP | 0.00% | Add +470.0% | 53,143 | $1.9M |
| Corebridge Financial, Inc. | 0.01% | — | 52,936 | $1.9M |
| MetLife Investment Management, LLC | 0.01% | Add +11.2% | 52,701 | $1.9M |
| Graham Capital Management, L.P. | 0.12% | Add +147.1% | 52,663 | $1.9M |
| Gabelli Funds LLC | 0.01% | Add +420.0% | 52,000 | $1.9M |
| Illinois Municipal Retirement Fund | 0.03% | Reduce -6.1% | 51,482 | $1.9M |
| State of New Jersey Common Pension Fund D | 0.01% | Reduce -36.3% | 50,622 | $1.8M |
| Royal Bank of Canada | 0.00% | Reduce -7.5% | 47,826 | $1.7M |
| Crestline Management, L.P. | 0.13% | Reduce -15.8% | 46,947 | $1.7M |
| Lombard Odier Asset Management (USA) Corp | 0.74% | Add +57.9% | 46,562 | $1.7M |
| Sei Investments Co. | 0.00% | Reduce -29.9% | 45,864 | $1.7M |
| Louisiana State Employees Retirement System | 0.03% | Add +1.8% | 45,800 | $1.7M |
| Exchange Traded Concepts, LLC | 0.04% | Add +5.7% | 45,568 | $1.6M |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | 0.00% | — | 45,556 | $1.6M |
| Ami Asset Management Corp. | 0.09% | Reduce -58.6% | 44,249 | $1.6M |
| Ensign Peak Advisors, Inc | 0.00% | Reduce -66.3% | 42,763 | $1.5M |
| Deutsche Bank AG | 0.00% | Reduce -14.9% | 42,627 | $1.5M |
| Squarepoint Ops LLC | 0.01% | Reduce -57.5% | 42,198 | $1.5M |
| Wesbanco Bank Inc. | 0.06% | No change | 41,946 | $1.5M |
| AMG National Trust Bank | 0.04% | Reduce -3.9% | 41,057 | $1.5M |
| State of Tennessee, Department of Treasury | 0.01% | Reduce -3.3% | 41,042 | $1.5M |
| Wells Fargo & Company | 0.00% | Add +6.0% | 40,578 | $1.5M |
| Dana Investment Advisors, Inc. | 0.05% | Add +2.0% | 39,569 | $1.4M |
| Hilton Capital Management, LLC | 0.12% | Add +5.0% | 39,304 | $1.4M |
| Candriam S.C.A. | 0.01% | No change | 38,428 | $1.4M |
| New York State Common Retirement Fund | 0.00% | Reduce -1.5% | 36,966 | $1.3M |
| Yousif Capital Management, LLC | 0.01% | Reduce -10.6% | 36,784 | $1.3M |
| Gsa Capital Partners LLP | 0.09% | New | 36,378 | $1.3M |
| Tidal Investments LLC | 0.02% | Reduce -3.2% | 36,209 | $1.3M |
| Diversified Trust Co. | 0.04% | Add +8.6% | 35,143 | $1.3M |
| Comerica Bank | 0.01% | Reduce -11.9% | 34,088 | $1.2M |
| Holocene Advisors, LP | 0.01% | Add +80.2% | 34,031 | $1.2M |
| Danske Bank A/S | 0.00% | Reduce -22.1% | 33,409 | $1.2M |
| Barclays PLC | 0.00% | Reduce -84.3% | 33,262 | $1.2M |
| First Trust Advisors LP | 0.00% | Reduce -39.7% | 32,743 | $1.2M |
| Maryland State Retirement & Pension System | 0.02% | Reduce -3.1% | 31,725 | $1.1M |
| Van Hulzen Asset Management, LLC | 0.08% | Add +7.6% | 31,182 | $1.1M |
| SG Americas Securities, LLC | 0.01% | Add +671.9% | 30,697 | $1.1M |
| Raymond James & Associates | 0.00% | Add +0.4% | 30,448 | $1.1M |
| Amalgamated Bank | 0.01% | Reduce -2.9% | 27,795 | $1.0M |
| Natixis Advisors, LLC | 0.00% | Add +53.1% | 27,197 | $983K |
| Teachers Retirement System of the State of Kentucky | 0.01% | No change | 26,839 | $970K |
| Jump Financial, LLC | 0.02% | Reduce -32.3% | 26,708 | $965K |
| Arizona State Retirement System | 0.01% | Add +2.0% | 26,592 | $961K |
| Aquatic Capital Management LLC | 0.04% | Reduce -73.3% | 26,500 | $957K |
| Gotham Asset Management | 0.01% | Reduce -64.4% | 26,196 | $946K |
| Stifel Financial Corp. | 0.00% | Reduce -22.7% | 26,190 | $946K |
| AlphaQuest LLC | 0.12% | Add +8.8% | 25,009 | $904K |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 0.00% | Add +26.8% | 24,131 | $872K |
| Y-Intercept (Hong Kong) Ltd | 0.05% | Reduce -56.7% | 22,974 | $830K |
| Allspring Global Investments Holdings, LLC | 0.00% | Reduce -8.8% | 22,724 | $821K |
| Intrepid Capital Management Inc. | 0.51% | Add +10.4% | 22,279 | $805K |
| Oregon Public Employees Retirement Fund | 0.02% | Reduce -9.2% | 22,117 | $799K |
| Creative Planning | 0.00% | Add +81.6% | 21,536 | $778K |
| UniSuper Management Pty Ltd | 0.01% | Add +13.3% | 20,460 | $739K |
| Corient Private Wealth LP | 0.00% | Reduce -15.1% | 20,346 | $735K |
| American Century Companies Inc. | 0.00% | Add +1.8% | 19,943 | $721K |
| GAMCO Investors | 0.01% | New | 19,870 | $718K |
| Deerfield Management Company, L.P. | 0.01% | Add +115.1% | 19,666 | $711K |
| Commonwealth of Pennsylvania Public School Empls Retrmt SYS | 0.00% | Reduce -0.0% | 19,607 | $708K |
| Amundi | 0.00% | Reduce -12.3% | 18,730 | $672K |
| AQR Capital Management | 0.00% | Add +65.3% | 17,897 | $647K |
| Cerity Partners LLC | 0.00% | Reduce -30.2% | 17,847 | $645K |
| Cornercap Investment Counsel Inc. | 0.10% | New | 16,838 | $608K |
| Norden Group LLC | 0.12% | Add +19.8% | 16,762 | $606K |
| Schonfeld Strategic Advisors LLC | 0.00% | Reduce -77.1% | 15,780 | $570K |
| Pathstone Holdings, LLC | 0.00% | Reduce -22.4% | 15,515 | $561K |
| Tower Research Capital LLC (TRC) | 0.01% | Add +685.6% | 15,500 | $560K |
| ProShare Advisors LLC | 0.00% | Reduce -22.3% | 15,154 | $548K |
| Nebula Research & Development LLC | 0.09% | Reduce -37.9% | 14,875 | $537K |
| F/m Investments LLC | 0.02% | New | 14,547 | $526K |
| Simplex Trading, LLC | 0.02% | New | 14,490 | $523K |
| Aigen Investment Management, LP | 0.10% | New | 14,047 | $508K |
| iSAM Funds (UK) Ltd | 0.38% | New | 14,045 | $507K |
| Alliance Wealth Advisors, LLC | 0.15% | Add +7.3% | 13,778 | $498K |
| Pitcairn Co. | 0.03% | Add +8.9% | 13,690 | $495K |
| EntryPoint Capital, LLC | 0.23% | Add +75.9% | 13,561 | $490K |
| Janney Capital Management LLC | 0.03% | Reduce -0.8% | 13,351 | $482K |
| HighTower Advisors, LLC | 0.00% | Reduce -3.4% | 13,003 | $470K |
| Glenmede Trust Co. NA | 0.00% | Reduce -50.3% | 12,750 | $461K |
| Sherbrooke Park Advisers LLC | 0.08% | Reduce -48.7% | 12,657 | $457K |
| Arrowstreet Capital, Limited Partnership | 0.00% | Add +64.5% | 12,574 | $454K |
| Public Employees Retirement Association of Colorado | 0.00% | Reduce -5.0% | 12,373 | $447K |
| Guggenheim Capital LLC | 0.00% | Reduce -39.4% | 11,879 | $429K |
| ClariVest Asset Management LLC | 0.04% | Reduce -57.0% | 11,611 | $420K |
| Blue Trust, Inc. | 0.01% | Add +446.1% | 12,166 | $414K |
| Pictet Asset Management Holding SA | 0.00% | No change | 11,014 | $398K |
| Ossiam | 0.01% | Reduce -25.5% | 10,418 | $376K |
| HSBC Holdings PLC | 0.00% | Reduce -78.0% | 10,264 | $368K |
| Cynosure Group, LLC | 0.06% | Add +9.7% | 10,159 | $367K |
| Bank of Montreal | 0.00% | Reduce -0.9% | 9,867 | $366K |
| Mariner, LLC | 0.00% | Add +51.6% | 10,124 | $366K |
| Yorktown Management & Research Co Inc | 0.38% | No change | 9,800 | $354K |
| Praxis Investment Management Inc. | 0.02% | No change | 9,530 | $347K |
| NorthCrest Asset Manangement, LLC | 0.01% | Add +14.4% | 9,307 | $336K |
| Inceptionr LLC | 0.09% | Reduce -49.0% | 9,149 | $331K |
| Fulton Bank, N.A. | 0.01% | Add +10.2% | 9,093 | $329K |
| Ameritas Investment Partners, Inc. | 0.01% | No change | 9,069 | $328K |
| LPL Financial LLC | 0.00% | Add +10.8% | 8,618 | $311K |
| US Bancorp \de | 0.00% | Reduce -41.9% | 8,612 | $311K |
| Prelude Capital Management, LLC | 0.03% | Reduce -80.4% | 8,390 | $303K |
| Osaic Holdings, Inc. | 0.00% | Add +28.9% | 8,349 | $302K |
| Teza Capital Management LLC | 0.03% | Reduce -31.0% | 7,259 | $262K |
| Dark Forest Capital Management LP | 0.05% | New | 7,094 | $256K |
| Moody National Bank Trust Division | 0.02% | No change | 6,890 | $249K |
| Diversify Wealth Management, LLC | 0.03% | — | 7,549 | $243K |
| Intech Investment Management LLC | 0.00% | New | 6,670 | $241K |
| Crossmark Global Holdings, Inc. | 0.00% | Reduce -0.3% | 6,658 | $240K |
| STRS Ohio | 0.00% | Reduce -93.0% | 6,500 | $235K |
| Intrust Bank NA | 0.02% | Reduce -19.9% | 6,430 | $232K |
| Magnetar Financial LLC | 0.01% | New | 6,214 | $225K |
| Sequoia Financial Advisors, LLC | 0.00% | New | 6,211 | $224K |
| Vident Advisory, LLC | 0.01% | New | 6,187 | $224K |
| Walleye Trading LLC | 0.00% | New | 6,136 | $222K |
| PNC Financial Services Group, Inc. | 0.00% | Reduce -8.6% | 5,850 | $211K |
| Xponance LLC | 0.00% | New | 5,756 | $208K |
| Mackenzie Financial Corp. | 0.00% | New | 5,570 | $201K |
| Credit Agricole S A | 0.00% | New | 4,780 | $173K |
| Nisa Investment Advisors, LLC | 0.00% | Add +1.6% | 4,723 | $171K |
| Canada Pension Plan Investment Board | 0.00% | New | 4,400 | $159K |
| Quantbot Technologies LP | 0.01% | Reduce -95.0% | 4,395 | $159K |
| Quadrant Capital Group LLC | 0.01% | Add +9.6% | 3,612 | $131K |
| Covestor Ltd | 0.08% | Reduce -13.4% | 3,379 | $122K |
| Headlands Technologies LLC | 0.01% | Reduce -15.5% | 3,258 | $118K |
| Banque Cantonale Vaudoise | 0.00% | No change | 3,032 | $110K |
| TD Private Client Wealth LLC | 0.00% | No change | 2,688 | $97K |
| KBC Group NV | 0.00% | No change | 2,338 | $84K |
| FNY Investment Advisers, LLC | 0.05% | New | 2,000 | $72K |
| Innealta Capital, LLC | 0.02% | New | 1,968 | $71K |
| Leonteq Securities AG | 0.01% | Reduce -53.7% | 1,781 | $64K |
| Pacer Advisors, Inc. | 0.00% | Add +14.8% | 1,665 | $60K |
| EverSource Wealth Advisors, LLC | 0.00% | Add +236.4% | 1,766 | $60K |
| Northwestern Mutual Wealth Management Co. | 0.00% | No change | 1,560 | $56K |
| Lindbrook Capital, LLC | 0.00% | Add +6.9% | 1,406 | $51K |
| Parkside Financial Bank & Trust | 0.01% | Add +3.2% | 1,191 | $43K |
| State of Wyoming | 0.01% | Reduce -50.7% | 1,092 | $39K |
| Salem Investment Counselors Inc. | 0.00% | Reduce -46.8% | 1,050 | $38K |
| Concourse Financial Group Securities, Inc. | 0.00% | Add +5.1% | 952 | $34K |
| GAMMA Investing LLC | 0.00% | Add +182.4% | 850 | $31K |
| Principal Securities, Inc. | 0.00% | Reduce -15.7% | 850 | $31K |
| Quarry LP | 0.01% | New | 824 | $30K |
| Cwm, LLC | 0.00% | Add +21.0% | 658 | $24K |
| Emerald Advisers, LLC | 0.00% | Reduce -99.7% | 612 | $22K |
| Public Employees Retirement System of Ohio | 0.00% | Add +11.6% | 567 | $20K |
| Lanark Financial, Inc. | 0.00% | No change | 557 | $20K |
| Parallel Advisors, LLC | 0.00% | New | 536 | $19K |
| UMB Bank, n.a. | 0.00% | Add +7.0% | 519 | $19K |
| Signaturefd, LLC | 0.00% | Reduce -8.1% | 407 | $15K |
| CENTRAL TRUST Co | 0.00% | Reduce -6.8% | 400 | $14K |
| Smartleaf Asset Management LLC | 0.00% | New | 393 | $14K |
| Whittier Trust Co. of Nevada Inc. | 0.00% | New | 378 | $14K |
| Fifth Third Bancorp | 0.00% | Reduce -6.0% | 363 | $13K |
| Rise Advisors, LLC | 0.01% | No change | 309 | $11K |
| Catalyst Funds Management Pty Ltd | 0.00% | Add +50.0% | 300 | $11K |
| Huntington National Bank | 0.00% | Reduce -46.8% | 300 | $11K |
| Global Retirement Partners, LLC | 0.00% | Add +155.7% | 248 | $9K |
| Washington Trust Advisors, Inc. | 0.00% | No change | 219 | $8K |
| MassMutual Private Wealth & Trust, FSB | 0.00% | Reduce -6.3% | 207 | $7K |
| Eagle Bay Advisors LLC | 0.00% | No change | 174 | $6K |
| FinTrust Capital Advisors, LLC | 0.00% | No change | 150 | $5K |
| Benjamin F. Edwards & Company, Inc. | 0.00% | No change | 116 | $4K |
| Clearstead Advisors, LLC | 0.00% | New | 107 | $4K |
| First Horizon Advisors, Inc. | 0.00% | No change | 106 | $4K |
| Bell Investment Advisors, Inc | 0.00% | Add +1.1% | 90 | $3K |
| Mitsubishi UFJ Asset Management Co., Ltd. | 0.00% | No change | 87 | $3K |
| Triad Wealth Partners, LLC | 0.00% | New | 84 | $3K |
| Bellevue Asset Management, LLC | 0.00% | No change | 83 | $3K |
| Farmers & Merchants Investments Inc. | 0.00% | No change | 62 | $2K |
| Valley National Advisers Inc. | 0.00% | New | 70 | $2K |
| JFS Wealth Advisors, LLC | 0.00% | Add +22.2% | 55 | $2K |
| Farther Finance Advisors, LLC | 0.00% | Add +269.2% | 48 | $2K |
| CIBC Private Wealth Group LLC | 0.00% | New | 45 | $2K |
| Russell Investments Group, Ltd. | 0.00% | Reduce -97.4% | 41 | $1K |
| Rothschild Investment LLC | 0.00% | Add +250.0% | 35 | $1K |
| NewEdge Advisors, LLC | 0.00% | New | 30 | $1K |
| Financial Network Wealth Advisors LLC | 0.00% | New | 29 | $1K |
| Benjamin Edwards Inc. | 0.00% | New | 16 | $1K |
| Allworth Financial LP | 0.00% | Reduce -25.9% | 20 | $718 |
| SJS Investment Consulting Inc. | 0.00% | No change | 19 | $687 |
| DiNuzzo Private Wealth, Inc. | 0.00% | Add +8.3% | 13 | $470 |
| Hexagon Capital Partners LLC | 0.00% | New | 8 | $290 |
| Abound Wealth Management | 0.00% | Reduce -40.0% | 6 | $217 |
| Larson Financial Group LLC | 0.00% | New | 6 | $217 |
| Avior Wealth Management, LLC | 0.00% | Reduce -99.0% | 4 | $144 |
"% 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.