The Simply Good FoodsSMPL
13F holders, Q3 2024 (September 30)At the end of Q3 2024, 272 institutions reported holding The Simply Good Foods Co. (SMPL) in their 13F filings, down 2 from Q2 2024. 26 opened new positions and 28 sold out. The largest holders were BlackRock, Inc. ($479.0M), Vanguard Group Inc. ($372.8M) and T. Rowe Price Investment Management, Inc. ($184.2M). 9 famous investors held it, including Joel Greenblatt (0.0% of Gotham Asset Management's portfolio), Jim Simons / Peter Brown (0.0% of Renaissance Technologies's portfolio) and Israel Englander (0.0% of Millennium Management's portfolio).
- Company
- The Simply Good Foods Co.
- CUSIP
- 82900L102
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q2 2024 → Q3 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 26 | $151.7M |
| Exits | 28 | $94.7M |
All 13F filers, Q2 2024 → Q3 2024: 13,496,503 shares bought and 10,542,761 shares sold, net +2,953,742 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 272 holders
| BlackRock, Inc. | 0.01% | — | 13,776,775 | $479.0M |
| Vanguard Group Inc. | 0.01% | Reduce -4.9% | 10,722,161 | $372.8M |
| T. Rowe Price Investment Management, Inc. | 0.11% | Add +54.7% | 5,296,928 | $184.2M |
| FMR LLC | 0.01% | Add +20.0% | 5,128,827 | $178.3M |
| Capital World Investors | 0.02% | No change | 4,268,375 | $148.4M |
| Champlain Investment Partners, LLC | 0.85% | Add +4.0% | 4,063,878 | $141.3M |
| State Street Corp. | 0.01% | Add +6.0% | 3,666,190 | $127.5M |
| Dimensional Fund Advisors LP | 0.03% | Add +7.4% | 3,463,420 | $120.4M |
| Fuller & Thaler Asset Management, Inc. | 0.47% | Add +51.9% | 3,445,056 | $119.8M |
| Wellington Management Group LLP | 0.02% | Reduce -0.1% | 2,871,621 | $99.8M |
| Boston Trust Walden Corp | 0.56% | New | 2,308,611 | $80.3M |
| Geode Capital Management, LLC | 0.01% | Add +0.5% | 2,142,679 | $74.5M |
| Silvercrest Asset Management Group LLC | 0.45% | Reduce -2.8% | 1,884,534 | $65.5M |
| Woodline Partners LP | 0.54% | Add +943.8% | 1,826,091 | $63.5M |
| Armistice Capital, LLC | 1.28% | Add +47.4% | 1,411,120 | $49.1M |
| Norges Bank | 0.01% | Add +35.4% | 1,377,534 | $47.9M |
| Franklin Resources Inc. | 0.01% | Add +2.8% | 1,065,941 | $36.4M |
| Victory Capital Management Inc. | 0.04% | Add +13.5% | 1,045,457 | $36.4M |
| Principal Financial Group Inc. | 0.02% | Reduce -32.3% | 998,706 | $34.7M |
| Charles Schwab Investment Management Inc. | 0.01% | Add +5.8% | 990,010 | $34.4M |
| Goldman Sachs Group Inc. | 0.01% | Add +49.1% | 987,163 | $34.3M |
| Northern Trust Corp. | 0.01% | Reduce -0.2% | 902,862 | $31.4M |
| Morgan Stanley | 0.00% | Add +9.8% | 848,729 | $29.5M |
| Massachusetts Financial Services Co. | 0.01% | New | 787,767 | $27.4M |
| T. Rowe Price Associates Inc. | 0.00% | Reduce -1.4% | 776,954 | $27.0M |
| Janus Henderson Group PLC | 0.01% | Reduce -1.3% | 762,000 | $26.5M |
| Handelsbanken Fonder AB | 0.10% | Add +4.7% | 734,300 | $25.5M |
| Bank of New York Mellon Corp | 0.00% | Reduce -9.4% | 675,090 | $23.5M |
| Boston Partners | 0.02% | Reduce -8.4% | 584,247 | $20.2M |
| Ameriprise Financial Inc. | 0.00% | Add +8.6% | 396,801 | $13.8M |
| Nuveen Asset Management, LLC | 0.00% | Add +3.4% | 391,833 | $13.6M |
| Invesco Ltd. | 0.00% | Reduce -75.2% | 391,175 | $13.6M |
| Bank of America Corp. | 0.00% | Add +43.5% | 388,320 | $13.5M |
| Millennium Management | 0.01% | Reduce -29.5% | 388,019 | $13.5M |
| Weiss Asset Management LP | 0.44% | New | 346,597 | $12.1M |
| JPMorgan Chase & Co. | 0.00% | Reduce -24.6% | 287,598 | $10.0M |
| Congress Asset Management Co. | 0.06% | Reduce -35.2% | 267,297 | $9.3M |
| Impax Asset Management Group plc | 0.04% | No change | 258,620 | $9.0M |
| Renaissance Technologies | 0.01% | New | 253,000 | $8.8M |
| Legal & General Group Plc | 0.00% | Reduce -1.6% | 252,645 | $8.8M |
| Rhumbline Advisers | 0.01% | Reduce -4.0% | 250,809 | $8.7M |
| Marshall Wace, LLP | 0.01% | Reduce -54.7% | 242,857 | $8.4M |
| Verition Fund Management LLC | 0.06% | Reduce -43.5% | 240,186 | $8.4M |
| Bessemer Group Inc. | 0.01% | Add +3.1% | 224,661 | $7.8M |
| ExodusPoint Capital Management, LP | 0.08% | New | 221,333 | $7.7M |
| Schwartz Investment Counsel Inc. | 0.27% | New | 217,500 | $7.6M |
| Qube Research & Technologies Ltd | 0.01% | Add +78.0% | 216,895 | $7.5M |
| D. E. Shaw & Co. | 0.01% | Add +177.5% | 200,265 | $7.0M |
| Assenagon Asset Management S.A. | 0.01% | Reduce -4.5% | 198,630 | $6.9M |
| Public Sector Pension Investment Board | 0.04% | Reduce -3.5% | 193,308 | $6.7M |
| Teacher Retirement System of Texas | 0.03% | Add +111.5% | 192,121 | $6.7M |
| Mutual of America Capital Management LLC | 0.07% | Add +21.0% | 187,549 | $6.5M |
| Swiss National Bank | 0.00% | Reduce -0.7% | 185,800 | $6.5M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.00% | Reduce -29.6% | 172,099 | $6.0M |
| Madison Asset Management, LLC | 0.07% | Add +11.5% | 171,818 | $6.0M |
| Covea Finance | 0.25% | Add +8.1% | 166,600 | $5.8M |
| Barclays PLC | 0.00% | Add +396.7% | 165,201 | $5.7M |
| Envestnet Asset Management Inc. | 0.00% | Add +42.0% | 155,139 | $5.4M |
| Jane Street Group, LLC | 0.01% | Reduce -10.4% | 149,944 | $5.2M |
| McCollum Christoferson Group LLC | 1.32% | Reduce -1.5% | 130,660 | $4.5M |
| FIL Ltd | 0.00% | Add +24.7% | 130,450 | $4.5M |
| First Trust Advisors LP | 0.00% | Add +283.7% | 125,643 | $4.4M |
| Squarepoint Ops LLC | 0.01% | Add +192.2% | 123,320 | $4.3M |
| Citigroup Inc. | 0.00% | Add +60.1% | 122,849 | $4.3M |
| Cohen Capital Management, Inc. | 0.65% | Reduce -0.2% | 115,189 | $4.0M |
| TD Asset Management Inc | 0.00% | Add +50.2% | 114,824 | $4.0M |
| Hillsdale Investment Management Inc. | 0.30% | Add +0.4% | 112,300 | $3.9M |
| New York State Teachers Retirement System | 0.01% | Add +7.4% | 112,055 | $3.9M |
| Allianz Asset Management GmbH | 0.01% | Reduce -69.5% | 109,044 | $3.8M |
| Alliancebernstein L.P. | 0.00% | Reduce -33.6% | 107,386 | $3.7M |
| Moody Aldrich Partners LLC | 0.61% | Reduce -1.7% | 95,672 | $3.3M |
| Prudential Financial Inc. | 0.00% | Reduce -25.4% | 94,679 | $3.3M |
| Quantbot Technologies LP | 0.13% | Add +2015.4% | 92,971 | $3.2M |
| Royal Bank of Canada | 0.00% | Add +92.7% | 92,149 | $3.2M |
| BNP Paribas Financial Markets | 0.00% | Reduce -51.8% | 90,733 | $3.2M |
| CANADA LIFE ASSURANCE Co | 0.01% | Reduce -3.4% | 89,948 | $3.1M |
| California State Teachers Retirement System | 0.00% | Reduce -3.0% | 89,710 | $3.1M |
| Healthcare of Ontario Pension Plan Trust Fund | 0.01% | Reduce -36.3% | 84,000 | $2.9M |
| Gabelli Funds LLC | 0.02% | Add +55.8% | 81,000 | $2.8M |
| UBS Group AG | 0.00% | Add +17.0% | 76,478 | $2.7M |
| Citadel Advisors | 0.00% | Reduce -82.5% | 72,674 | $2.5M |
| Thrivent Financial for Lutherans | 0.00% | Reduce -5.3% | 71,559 | $2.5M |
| Algert Global LLC | 0.07% | Reduce -27.3% | 71,021 | $2.5M |
| Renaissance Group LLC | 0.10% | Add +7.4% | 69,720 | $2.4M |
| Edgestream Partners, L.P. | 0.10% | New | 68,109 | $2.4M |
| State of Wisconsin Investment Board | 0.01% | No change | 67,355 | $2.3M |
| Holocene Advisors, LP | 0.01% | Add +89.4% | 64,447 | $2.2M |
| State of New Jersey Common Pension Fund D | 0.01% | Add +23.6% | 62,573 | $2.2M |
| Voya Investment Management LLC | 0.00% | Add +2.5% | 62,131 | $2.2M |
| Townsquare Capital LLC | 0.02% | Add +3.0% | 59,897 | $2.1M |
| CW Advisors, LLC | 0.03% | Add +1.9% | 59,693 | $2.1M |
| State Board of Administration of Florida Retirement System | 0.00% | No change | 57,961 | $2.0M |
| Deutsche Bank AG | 0.00% | Add +30.2% | 55,514 | $1.9M |
| Brown Advisory Inc. | 0.00% | Reduce -91.7% | 55,013 | $1.9M |
| Gotham Asset Management | 0.02% | Add +107.7% | 54,398 | $1.9M |
| MetLife Investment Management, LLC | 0.01% | No change | 52,701 | $1.8M |
| Corebridge Financial, Inc. | 0.01% | Reduce -1.0% | 52,388 | $1.8M |
| State of Alaska, Department of Revenue | 0.02% | Reduce -2.7% | 52,001 | $1.8M |
| Manufacturers Life Insurance Company, The | 0.00% | Reduce -4.4% | 51,851 | $1.8M |
| Tidal Investments LLC | 0.02% | Add +42.7% | 51,664 | $1.8M |
| Exchange Traded Concepts, LLC | 0.04% | Add +12.6% | 51,324 | $1.8M |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | 0.00% | Add +9.7% | 49,951 | $1.7M |
| Ensign Peak Advisors, Inc | 0.00% | Add +13.2% | 48,413 | $1.7M |
| Aquatic Capital Management LLC | 0.04% | Add +81.5% | 48,100 | $1.7M |
| Illinois Municipal Retirement Fund | 0.02% | Reduce -13.4% | 44,575 | $1.5M |
| Louisiana State Employees Retirement System | 0.03% | Reduce -3.7% | 44,100 | $1.5M |
| Wesbanco Bank Inc. | 0.05% | No change | 41,946 | $1.5M |
| Ami Asset Management Corp. | 0.08% | Reduce -5.5% | 41,813 | $1.5M |
| AlphaQuest LLC | 0.13% | Add +65.0% | 41,277 | $1.4M |
| AMG National Trust Bank | 0.04% | Reduce -0.2% | 40,977 | $1.4M |
| Danske Bank A/S | 0.00% | Add +22.5% | 40,923 | $1.4M |
| Raymond James & Associates | 0.00% | Add +31.6% | 40,054 | $1.4M |
| HSBC Holdings PLC | 0.00% | Add +290.6% | 40,093 | $1.4M |
| Diversified Trust Co. | 0.03% | Add +12.9% | 39,693 | $1.4M |
| Dana Investment Advisors, Inc. | 0.05% | Reduce -0.3% | 39,466 | $1.4M |
| State of Tennessee, Department of Treasury | 0.00% | Reduce -7.0% | 38,181 | $1.3M |
| Hilton Capital Management, LLC | 0.10% | Reduce -4.5% | 37,547 | $1.3M |
| Graham Capital Management, L.P. | 0.07% | Reduce -31.4% | 36,102 | $1.3M |
| Yousif Capital Management, LLC | 0.01% | Reduce -4.2% | 35,255 | $1.2M |
| Candriam S.C.A. | 0.01% | Reduce -9.2% | 34,888 | $1.2M |
| Y-Intercept (Hong Kong) Ltd | 0.07% | Add +47.1% | 33,797 | $1.2M |
| Comerica Bank | 0.00% | Reduce -0.9% | 33,763 | $1.2M |
| Van Hulzen Asset Management, LLC | 0.08% | Add +7.6% | 33,556 | $1.2M |
| Maryland State Retirement & Pension System | 0.02% | Reduce -3.0% | 30,772 | $1.1M |
| Intech Investment Management LLC | 0.01% | Add +356.7% | 30,464 | $1.1M |
| Wells Fargo & Company | 0.00% | Reduce -25.1% | 30,410 | $1.1M |
| Sei Investments Co. | 0.00% | Reduce -36.2% | 29,255 | $1.0M |
| New York State Common Retirement Fund | 0.00% | Reduce -23.5% | 28,266 | $983K |
| Arizona State Retirement System | 0.01% | Add +3.0% | 27,392 | $952K |
| Tudor Investment Corporation | 0.01% | New | 27,036 | $940K |
| Teachers Retirement System of the State of Kentucky | 0.01% | No change | 26,839 | $934K |
| Amalgamated Bank | 0.01% | Reduce -3.4% | 26,859 | $934K |
| Bridgewater Associates | 0.01% | Reduce -79.3% | 26,733 | $930K |
| Stifel Financial Corp. | 0.00% | Add +1.9% | 26,688 | $928K |
| Neuberger Berman Group LLC | 0.00% | Reduce -97.9% | 26,121 | $908K |
| Deerfield Management Company, L.P. | 0.01% | Add +29.6% | 25,494 | $886K |
| Engineers Gate Manager LP | 0.02% | New | 25,361 | $882K |
| Susquehanna International Group, LLP | 0.00% | Reduce -52.3% | 25,328 | $881K |
| Nebula Research & Development LLC | 0.10% | Add +65.4% | 24,601 | $855K |
| Cerity Partners LLC | 0.00% | Add +36.1% | 24,297 | $845K |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 0.00% | No change | 24,131 | $839K |
| Pathstone Holdings, LLC | 0.00% | Add +52.1% | 23,598 | $821K |
| Walleye Capital LLC | 0.01% | Reduce -68.7% | 22,304 | $776K |
| Intrepid Capital Management Inc. | 0.43% | No change | 22,279 | $775K |
| Oregon Public Employees Retirement Fund | 0.01% | Reduce -2.9% | 21,469 | $746K |
| Allspring Global Investments Holdings, LLC | 0.00% | Reduce -6.5% | 21,241 | $739K |
| Amundi | 0.00% | Add +14.7% | 21,477 | $717K |
| American Century Companies Inc. | 0.00% | Add +2.0% | 20,349 | $708K |
| ProShare Advisors LLC | 0.00% | Add +33.4% | 20,209 | $703K |
| Commonwealth of Pennsylvania Public School Empls Retrmt SYS | 0.00% | Reduce -0.7% | 19,478 | $677K |
| Natixis Advisors, LLC | 0.00% | Reduce -30.8% | 18,813 | $654K |
| AQR Capital Management | 0.00% | Reduce -6.5% | 16,726 | $582K |
| Cornercap Investment Counsel Inc. | 0.17% | Reduce -3.0% | 16,326 | $568K |
| Crestline Management, L.P. | 0.03% | Reduce -66.8% | 15,600 | $542K |
| Corient Private Wealth LP | 0.00% | Reduce -24.7% | 15,319 | $533K |
| Alliance Wealth Advisors, LLC | 0.13% | Add +6.9% | 14,729 | $512K |
| F/m Investments LLC | 0.02% | Reduce -0.4% | 14,484 | $504K |
| Norden Group LLC | 0.06% | Reduce -14.3% | 14,374 | $500K |
| EntryPoint Capital, LLC | 0.28% | Add +3.3% | 14,002 | $487K |
| HighTower Advisors, LLC | 0.00% | Add +3.9% | 13,504 | $473K |
| Balyasny Asset Management L.P. | 0.00% | Reduce -99.0% | 13,527 | $470K |
| Glenmede Trust Co. NA | 0.00% | Add +5.5% | 13,452 | $468K |
| Occudo Quantitative Strategies LP | 0.08% | New | 13,112 | $456K |
| Janney Capital Management LLC | 0.03% | Reduce -3.9% | 12,833 | $446K |
| Creative Planning | 0.00% | Reduce -41.6% | 12,582 | $437K |
| Arrowstreet Capital, Limited Partnership | 0.00% | No change | 12,574 | $437K |
| Guggenheim Capital LLC | 0.00% | Add +4.5% | 12,410 | $431K |
| Public Employees Retirement Association of Colorado | 0.00% | No change | 12,373 | $430K |
| GAMCO Investors | 0.00% | Reduce -38.3% | 12,270 | $427K |
| ClariVest Asset Management LLC | 0.04% | No change | 11,611 | $420K |
| Pitcairn Co. | 0.02% | Reduce -14.5% | 11,709 | $407K |
| Pictet Asset Management Holding SA | 0.00% | No change | 11,014 | $383K |
| Cynosure Group, LLC | 0.05% | Add +4.9% | 10,659 | $371K |
| Bayesian Capital Management, LP | 0.04% | New | 10,200 | $355K |
| Bank of Montreal | 0.00% | Add +0.6% | 9,923 | $344K |
| AlphaMark Advisors, LLC | 0.12% | New | 9,881 | $344K |
| Capstone Investment Advisors, LLC | 0.01% | New | 9,707 | $338K |
| Osaic Holdings, Inc. | 0.00% | Add +15.7% | 9,657 | $336K |
| LPL Financial LLC | 0.00% | Add +11.1% | 9,575 | $333K |
| Fulton Bank, N.A. | 0.01% | Add +4.9% | 9,536 | $332K |
| Ossiam | 0.01% | Reduce -12.3% | 9,135 | $318K |
| Ameritas Investment Partners, Inc. | 0.01% | No change | 9,069 | $315K |
| NorthCrest Asset Manangement, LLC | 0.01% | Reduce -3.6% | 8,967 | $312K |
| Acadian Asset Management LLC | 0.00% | New | 8,870 | $308K |
| Sherbrooke Park Advisers LLC | 0.07% | Reduce -31.0% | 8,732 | $304K |
| US Bancorp \de | 0.00% | Reduce -1.6% | 8,470 | $295K |
| Diversify Wealth Management, LLC | 0.03% | Add +15.8% | 8,745 | $282K |
| SG Americas Securities, LLC | 0.00% | Reduce -73.7% | 8,061 | $280K |
| Moody National Bank Trust Division | 0.03% | Add +15.4% | 7,950 | $276K |
| nVerses Capital, LLC | 0.13% | New | 7,900 | $275K |
| Nexpoint Asset Management, L.P. | 0.03% | New | 7,833 | $272K |
| iSAM Funds (UK) Ltd | 0.14% | Reduce -47.7% | 7,349 | $256K |
| Entropy Technologies, LP | 0.03% | New | 6,931 | $241K |
| Captrust Financial Advisors | 0.00% | New | 6,831 | $238K |
| EP Wealth Advisors, LLC | 0.00% | New | 6,786 | $236K |
| Schonfeld Strategic Advisors LLC | 0.00% | Reduce -57.3% | 6,740 | $234K |
| Crossmark Global Holdings, Inc. | 0.00% | No change | 6,658 | $231K |
| Teza Capital Management LLC | 0.02% | Reduce -11.2% | 6,447 | $224K |
| Praxis Investment Management Inc. | 0.01% | Reduce -32.4% | 6,440 | $224K |
| Sequoia Financial Advisors, LLC | 0.00% | Add +0.0% | 6,212 | $216K |
| Intrust Bank NA | 0.02% | Reduce -6.6% | 6,007 | $209K |
| Xponance LLC | 0.00% | Add +4.2% | 5,995 | $208K |
| 1832 Asset Management L.P. | 0.00% | New | 5,950 | $207K |
| Mackenzie Financial Corp. | 0.00% | Add +5.4% | 5,869 | $204K |
| Keybank National Association | 0.00% | New | 5,808 | $202K |
| PNC Financial Services Group, Inc. | 0.00% | Reduce -7.1% | 5,436 | $189K |
| Tower Research Capital LLC (TRC) | 0.00% | Reduce -68.2% | 4,926 | $171K |
| Federated Hermes, Inc. | 0.00% | New | 4,888 | $170K |
| Credit Agricole S A | 0.00% | No change | 4,780 | $166K |
| Headlands Technologies LLC | 0.02% | Add +46.5% | 4,774 | $166K |
| TD Private Client Wealth LLC | 0.00% | Add +70.2% | 4,575 | $159K |
| Simplex Trading, LLC | 0.01% | Reduce -68.5% | 4,569 | $158K |
| Shell Asset Management Co. | 0.01% | — | 4,493 | $156K |
| Canada Pension Plan Investment Board | 0.00% | No change | 4,400 | $153K |
| Blue Trust, Inc. | 0.00% | Reduce -68.0% | 3,897 | $141K |
| Lazard Asset Management LLC | 0.00% | New | 3,585 | $124K |
| Covestor Ltd | 0.07% | Reduce -0.7% | 3,354 | $117K |
| Nisa Investment Advisors, LLC | 0.00% | Reduce -30.2% | 3,295 | $115K |
| KBC Group NV | 0.00% | Add +31.9% | 3,084 | $107K |
| Banque Cantonale Vaudoise | 0.00% | No change | 3,032 | $105K |
| Pacer Advisors, Inc. | 0.00% | Add +48.6% | 2,474 | $86K |
| STRS Ohio | 0.00% | Reduce -63.1% | 2,400 | $83K |
| Quadrant Capital Group LLC | 0.01% | Reduce -38.6% | 2,217 | $77K |
| Catalyst Funds Management Pty Ltd | 0.02% | Add +633.3% | 2,200 | $76K |
| FNY Investment Advisers, LLC | 0.03% | No change | 2,000 | $69K |
| Northwestern Mutual Wealth Management Co. | 0.00% | No change | 1,560 | $54K |
| Leonteq Securities AG | 0.01% | Reduce -15.7% | 1,501 | $52K |
| Quarry LP | 0.01% | Add +64.7% | 1,357 | $47K |
| Parkside Financial Bank & Trust | 0.01% | Add +9.7% | 1,306 | $45K |
| Lindbrook Capital, LLC | 0.00% | Reduce -9.0% | 1,280 | $45K |
| Salem Investment Counselors Inc. | 0.00% | No change | 1,050 | $37K |
| Principal Securities, Inc. | 0.00% | Add +21.6% | 1,034 | $36K |
| Concourse Financial Group Securities, Inc. | 0.00% | Reduce -0.6% | 946 | $33K |
| Parallel Advisors, LLC | 0.00% | Add +31.2% | 703 | $24K |
| Cwm, LLC | 0.00% | Reduce -0.1% | 657 | $23K |
| Public Employees Retirement System of Ohio | 0.00% | Add +12.9% | 640 | $22K |
| UMB Bank, n.a. | 0.00% | Add +22.4% | 635 | $22K |
| CIBC Private Wealth Group LLC | 0.00% | Add +1266.7% | 615 | $21K |
| GAMMA Investing LLC | 0.00% | Reduce -34.5% | 557 | $19K |
| Lanark Financial, Inc. | 0.00% | No change | 557 | $19K |
| Smartleaf Asset Management LLC | 0.00% | Add +22.4% | 481 | $17K |
| EverSource Wealth Advisors, LLC | 0.00% | Reduce -74.9% | 443 | $15K |
| CENTRAL TRUST Co | 0.00% | No change | 400 | $14K |
| Whittier Trust Co. of Nevada Inc. | 0.00% | No change | 378 | $13K |
| Signaturefd, LLC | 0.00% | Reduce -18.2% | 333 | $12K |
| Rise Advisors, LLC | 0.01% | No change | 309 | $11K |
| Huntington National Bank | 0.00% | Reduce -5.0% | 285 | $10K |
| Fifth Third Bancorp | 0.00% | Reduce -33.1% | 243 | $8K |
| Eagle Bay Advisors LLC | 0.00% | Add +36.2% | 237 | $8K |
| Washington Trust Advisors, Inc. | 0.00% | No change | 219 | $8K |
| FinTrust Capital Advisors, LLC | 0.00% | No change | 150 | $5K |
| MassMutual Private Wealth & Trust, FSB | 0.00% | Reduce -43.5% | 117 | $4K |
| Global Retirement Partners, LLC | 0.00% | Reduce -53.2% | 116 | $4K |
| First Horizon Advisors, Inc. | 0.00% | No change | 106 | $4K |
| Sterling Capital Management LLC | 0.00% | — | 93 | $3K |
| Bell Investment Advisors, Inc | 0.00% | Reduce -1.1% | 89 | $3K |
| Mitsubishi UFJ Asset Management Co., Ltd. | 0.00% | No change | 87 | $3K |
| Bellevue Asset Management, LLC | 0.00% | No change | 83 | $3K |
| Russell Investments Group, Ltd. | 0.00% | Add +65.8% | 68 | $2K |
| Farmers & Merchants Investments Inc. | 0.00% | No change | 62 | $2K |
| Farther Finance Advisors, LLC | 0.00% | Add +20.8% | 58 | $2K |
| Rothschild Investment LLC | 0.00% | Add +57.1% | 55 | $2K |
| JFS Wealth Advisors, LLC | 0.00% | Reduce -32.7% | 37 | $1K |
| Financial Network Wealth Advisors LLC | 0.00% | No change | 29 | $1K |
| Hemington Wealth Management | 0.00% | New | 34 | $1K |
| Hexagon Capital Partners LLC | 0.00% | Add +187.5% | 23 | $800 |
| SJS Investment Consulting Inc. | 0.00% | Reduce -10.5% | 17 | $592 |
| DiNuzzo Private Wealth, Inc. | 0.00% | No change | 13 | $453 |
| Bruce G. Allen Investments, LLC | 0.00% | New | 10 | $348 |
| Mendota Financial Group, LLC | 0.00% | New | 10 | $348 |
| Abound Wealth Management | 0.00% | Add +16.7% | 7 | $244 |
| Larson Financial Group LLC | 0.00% | No change | 6 | $209 |
"% 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.