The Simply Good FoodsSMPL
13F holders, Q4 2024 (December 31)At the end of Q4 2024, 278 institutions reported holding The Simply Good Foods Co. (SMPL) in their 13F filings, up 6 from Q3 2024. 36 opened new positions and 36 sold out. The largest holders were BlackRock, Inc. ($550.5M), Vanguard Group Inc. ($412.5M) and FMR LLC ($372.9M). 8 famous investors held it, including Ken Griffin (0.0% of Citadel Advisors's portfolio), Israel Englander (0.0% of Millennium Management's portfolio) and Jim Simons / Peter Brown (0.0% of Renaissance Technologies's portfolio).
- Company
- The Simply Good Foods Co.
- CUSIP
- 82900L102
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q3 2024 → Q4 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 36 | $29.4M |
| Exits | 36 | $70.9M |
All 13F filers, Q3 2024 → Q4 2024: 10,643,928 shares bought and 7,690,443 shares sold, net +2,953,485 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 278 holders
| BlackRock, Inc. | 0.01% | Add +2.5% | 14,122,534 | $550.5M |
| Vanguard Group Inc. | 0.01% | Reduce -1.3% | 10,581,288 | $412.5M |
| FMR LLC | 0.02% | Add +86.5% | 9,566,199 | $372.9M |
| T. Rowe Price Investment Management, Inc. | 0.12% | Reduce -4.5% | 5,059,913 | $197.2M |
| Fuller & Thaler Asset Management, Inc. | 0.56% | Add +10.6% | 3,811,128 | $148.6M |
| State Street Corp. | 0.01% | Add +3.2% | 3,782,983 | $147.5M |
| Dimensional Fund Advisors LP | 0.03% | Add +2.6% | 3,553,864 | $138.5M |
| Wellington Management Group LLP | 0.03% | Add +23.5% | 3,546,239 | $138.2M |
| Champlain Investment Partners, LLC | 0.85% | Reduce -15.7% | 3,427,988 | $133.6M |
| Boston Trust Walden Corp | 0.83% | Add +31.3% | 3,031,574 | $118.2M |
| Capital World Investors | 0.02% | Reduce -40.1% | 2,554,690 | $99.6M |
| Geode Capital Management, LLC | 0.01% | Reduce -0.1% | 2,140,998 | $83.5M |
| Silvercrest Asset Management Group LLC | 0.50% | Add +1.7% | 1,916,389 | $74.7M |
| Woodline Partners LP | 0.40% | Reduce -17.8% | 1,501,035 | $58.5M |
| Boston Partners | 0.06% | Add +109.0% | 1,221,285 | $47.3M |
| Armistice Capital, LLC | 1.08% | Reduce -16.0% | 1,185,274 | $46.2M |
| Norges Bank | 0.01% | Reduce -18.1% | 1,128,938 | $44.0M |
| Charles Schwab Investment Management Inc. | 0.01% | Add +4.4% | 1,033,884 | $40.3M |
| Victory Capital Management Inc. | 0.04% | Reduce -3.2% | 1,012,119 | $39.5M |
| Northern Trust Corp. | 0.01% | Add +10.7% | 999,455 | $39.0M |
| Handelsbanken Fonder AB | 0.15% | Add +34.9% | 990,500 | $38.6M |
| Principal Financial Group Inc. | 0.02% | Reduce -4.5% | 953,821 | $37.2M |
| Franklin Resources Inc. | 0.01% | Reduce -12.8% | 929,291 | $36.2M |
| Massachusetts Financial Services Co. | 0.01% | Add +15.4% | 908,884 | $35.4M |
| Morgan Stanley | 0.00% | Reduce -5.3% | 803,530 | $31.3M |
| T. Rowe Price Associates Inc. | 0.00% | Reduce -1.0% | 769,109 | $30.0M |
| Goldman Sachs Group Inc. | 0.01% | Reduce -30.9% | 681,911 | $26.6M |
| Bank of New York Mellon Corp | 0.00% | Reduce -0.9% | 669,109 | $26.1M |
| Balyasny Asset Management L.P. | 0.04% | Add +3306.7% | 460,827 | $18.0M |
| Bank of America Corp. | 0.00% | Add +14.4% | 444,442 | $17.3M |
| JPMorgan Chase & Co. | 0.00% | Add +49.0% | 428,619 | $16.7M |
| Invesco Ltd. | 0.00% | Add +2.9% | 402,372 | $15.7M |
| Nuveen Asset Management, LLC | 0.00% | Reduce -4.6% | 373,847 | $14.6M |
| Ameriprise Financial Inc. | 0.00% | Reduce -9.3% | 360,054 | $14.0M |
| Citadel Advisors | 0.01% | Add +391.6% | 357,235 | $13.9M |
| Millennium Management | 0.01% | Reduce -9.7% | 350,483 | $13.7M |
| UBS Group AG | 0.00% | Add +343.1% | 338,882 | $13.2M |
| Congress Asset Management Co. | 0.08% | Add +17.4% | 313,672 | $12.2M |
| Schwartz Investment Counsel Inc. | 0.43% | Add +39.3% | 302,900 | $11.8M |
| Man Group plc | 0.03% | New | 260,895 | $10.2M |
| Legal & General Group Plc | 0.00% | Add +3.1% | 260,384 | $10.1M |
| Impax Asset Management Group plc | 0.05% | No change | 258,620 | $10.1M |
| Rhumbline Advisers | 0.01% | Add +1.2% | 253,799 | $9.9M |
| Freestone Grove Partners LP | 0.12% | — | 251,505 | $9.8M |
| Verition Fund Management LLC | 0.05% | Add +2.0% | 244,978 | $9.5M |
| Public Sector Pension Investment Board | 0.04% | Add +17.5% | 227,191 | $8.9M |
| Bessemer Group Inc. | 0.01% | Reduce -3.1% | 217,673 | $8.5M |
| BNP Paribas Financial Markets | 0.01% | Add +138.4% | 216,341 | $8.4M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.00% | Add +17.7% | 202,533 | $7.9M |
| D. E. Shaw & Co. | 0.01% | Reduce -2.5% | 195,156 | $7.6M |
| Swiss National Bank | 0.00% | Add +0.7% | 187,100 | $7.3M |
| Madison Asset Management, LLC | 0.08% | Add +7.6% | 184,809 | $7.2M |
| Madison Investment Advisors, LLC | 0.08% | — | 184,809 | $7.2M |
| Barclays PLC | 0.00% | Add +9.4% | 180,796 | $7.0M |
| Renaissance Technologies | 0.01% | Reduce -31.4% | 173,600 | $6.8M |
| Susquehanna Fundamental Investments, LLC | 0.11% | — | 168,486 | $6.6M |
| Covea Finance | 0.29% | No change | 166,600 | $6.5M |
| Envestnet Asset Management Inc. | 0.00% | Add +5.2% | 163,180 | $6.4M |
| Teacher Retirement System of Texas | 0.02% | Reduce -15.6% | 162,255 | $6.3M |
| Lord, Abbett & Co. LLC | 0.02% | New | 150,026 | $5.8M |
| Moody Aldrich Partners LLC | 1.02% | Add +47.8% | 141,410 | $5.5M |
| Citigroup Inc. | 0.01% | Add +12.5% | 138,192 | $5.4M |
| FIL Ltd | 0.00% | Reduce -0.2% | 130,204 | $5.1M |
| McCollum Christoferson Group LLC | 1.47% | Reduce -2.1% | 127,855 | $5.0M |
| Mutual of America Capital Management LLC | 0.05% | Reduce -34.2% | 123,437 | $4.8M |
| Janus Henderson Group PLC | 0.00% | Reduce -84.6% | 117,078 | $4.6M |
| Cohen Capital Management, Inc. | 0.75% | No change | 115,189 | $4.5M |
| New York State Teachers Retirement System | 0.01% | Reduce -8.0% | 103,119 | $4.0M |
| California State Teachers Retirement System | 0.00% | Add +13.0% | 101,388 | $4.0M |
| Alliancebernstein L.P. | 0.00% | Reduce -6.1% | 100,842 | $3.9M |
| Allianz Asset Management GmbH | 0.01% | Reduce -9.1% | 99,078 | $3.9M |
| CANADA LIFE ASSURANCE Co | 0.01% | Reduce -0.6% | 89,404 | $3.5M |
| Deutsche Bank AG | 0.00% | Add +59.1% | 88,314 | $3.4M |
| Prudential Financial Inc. | 0.00% | Reduce -1.7% | 93,112 | $3.4M |
| Holocene Advisors, LP | 0.01% | Add +35.1% | 87,091 | $3.4M |
| Gabelli Funds LLC | 0.03% | Add +7.4% | 87,000 | $3.4M |
| Hillsdale Investment Management Inc. | 0.16% | Reduce -29.3% | 79,400 | $3.1M |
| TD Asset Management Inc | 0.00% | Reduce -31.5% | 78,646 | $3.1M |
| Renaissance Group LLC | 0.13% | Add +11.9% | 78,023 | $3.0M |
| Thrivent Financial for Lutherans | 0.01% | Reduce -1.5% | 70,495 | $2.7M |
| Landscape Capital Management, L.L.C. | 0.29% | New | 69,603 | $2.7M |
| Townsquare Capital LLC | 0.03% | Add +13.3% | 67,893 | $2.6M |
| Squarepoint Ops LLC | 0.01% | Reduce -47.0% | 65,329 | $2.5M |
| Royal Bank of Canada | 0.00% | Reduce -29.3% | 65,130 | $2.5M |
| CW Advisors, LLC | 0.03% | Add +7.5% | 64,201 | $2.5M |
| Voya Investment Management LLC | 0.00% | Reduce -3.7% | 59,816 | $2.3M |
| First Trust Advisors LP | 0.00% | Reduce -53.8% | 58,003 | $2.3M |
| State of New Jersey Common Pension Fund D | 0.01% | Reduce -11.7% | 55,241 | $2.2M |
| MetLife Investment Management, LLC | 0.01% | Add +4.6% | 55,123 | $2.1M |
| Exchange Traded Concepts, LLC | 0.04% | Add +4.3% | 53,512 | $2.1M |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | 0.00% | Add +4.0% | 51,969 | $2.0M |
| State of Alaska, Department of Revenue | 0.02% | Reduce -0.3% | 51,832 | $2.0M |
| Amundi | 0.00% | Add +152.3% | 54,198 | $1.9M |
| Manufacturers Life Insurance Company, The | 0.00% | Reduce -4.7% | 49,394 | $1.9M |
| Corebridge Financial, Inc. | 0.01% | Reduce -7.2% | 48,596 | $1.9M |
| Illinois Municipal Retirement Fund | 0.03% | Add +8.7% | 48,458 | $1.9M |
| Ensign Peak Advisors, Inc | 0.00% | No change | 48,413 | $1.9M |
| Raymond James Financial Inc. | 0.00% | — | 47,787 | $1.9M |
| Danske Bank A/S | 0.01% | Add +12.5% | 46,048 | $1.8M |
| Wells Fargo & Company | 0.00% | Add +50.2% | 45,685 | $1.8M |
| Louisiana State Employees Retirement System | 0.03% | No change | 44,100 | $1.7M |
| Intech Investment Management LLC | 0.02% | Add +41.8% | 43,204 | $1.7M |
| Wesbanco Bank Inc. | 0.06% | No change | 41,946 | $1.6M |
| Tidal Investments LLC | 0.01% | Reduce -19.9% | 41,384 | $1.6M |
| AMG National Trust Bank | 0.04% | Add +0.2% | 41,053 | $1.6M |
| Ami Asset Management Corp. | 0.08% | Reduce -3.6% | 40,319 | $1.6M |
| Hilton Capital Management, LLC | 0.13% | Add +4.9% | 39,375 | $1.5M |
| Susquehanna International Group, LLP | 0.00% | Add +54.8% | 39,203 | $1.5M |
| Nebula Research & Development LLC | 0.18% | Add +55.9% | 38,354 | $1.5M |
| State of Tennessee, Department of Treasury | 0.01% | Add +0.0% | 38,182 | $1.5M |
| Dana Investment Advisors, Inc. | 0.05% | Reduce -7.5% | 36,527 | $1.4M |
| Van Hulzen Asset Management, LLC | 0.10% | Add +8.4% | 36,364 | $1.4M |
| Diversified Trust Co. | 0.03% | Reduce -10.8% | 35,394 | $1.4M |
| J. Goldman & Co LP | 0.05% | New | 34,609 | $1.3M |
| Yousif Capital Management, LLC | 0.01% | Reduce -2.1% | 34,529 | $1.3M |
| Comerica Bank | 0.01% | Reduce -1.7% | 33,187 | $1.3M |
| KLP Kapitalforvaltning As | 0.01% | — | 30,600 | $1.2M |
| South Dakota Investment Council | 0.02% | New | 30,563 | $1.2M |
| Maryland State Retirement & Pension System | 0.03% | Reduce -0.7% | 30,548 | $1.2M |
| Gsa Capital Partners LLP | 0.09% | New | 29,456 | $1.1M |
| ProShare Advisors LLC | 0.00% | Add +41.6% | 28,624 | $1.1M |
| Creative Planning | 0.00% | Add +126.7% | 28,526 | $1.1M |
| New York State Common Retirement Fund | 0.00% | No change | 28,266 | $1.1M |
| Pathstone Holdings, LLC | 0.00% | Add +18.9% | 28,070 | $1.1M |
| Arizona State Retirement System | 0.01% | Add +0.8% | 27,605 | $1.1M |
| Teachers Retirement System of the State of Kentucky | 0.01% | No change | 26,839 | $1.0M |
| Amalgamated Bank | 0.01% | Reduce -0.4% | 26,748 | $1.0M |
| Sei Investments Co. | 0.00% | Reduce -10.5% | 26,185 | $1.0M |
| State Board of Administration of Florida Retirement System | 0.00% | Reduce -55.3% | 25,929 | $1.0M |
| Neuberger Berman Group LLC | 0.00% | Reduce -3.9% | 25,091 | $978K |
| Savoir Faire Capital Management, L.P. | 0.46% | New | 25,000 | $975K |
| Candriam S.C.A. | 0.01% | Reduce -30.8% | 24,147 | $941K |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 0.00% | No change | 24,131 | $941K |
| GAMCO Investors | 0.01% | Add +82.3% | 22,370 | $872K |
| Intrepid Capital Management Inc. | 0.55% | No change | 22,279 | $868K |
| Stifel Financial Corp. | 0.00% | Reduce -16.9% | 22,180 | $865K |
| Oregon Public Employees Retirement Fund | 0.02% | No change | 21,469 | $837K |
| Cerity Partners LLC | 0.00% | Reduce -5.5% | 22,951 | $800K |
| American Century Companies Inc. | 0.00% | No change | 20,349 | $793K |
| Natixis Advisors, LLC | 0.00% | Add +6.2% | 19,984 | $779K |
| Police & Firemen's Retirement System of New Jersey | 0.01% | — | 19,532 | $761K |
| Commonwealth of Pennsylvania Public School Empls Retrmt SYS | 0.00% | Reduce -0.0% | 19,470 | $759K |
| Glenmede Trust Co. NA | 0.00% | Add +40.6% | 18,908 | $737K |
| Credit Agricole S A | 0.00% | Add +292.9% | 18,780 | $732K |
| AQR Capital Management | 0.00% | Add +10.0% | 18,401 | $717K |
| Norden Group LLC | 0.08% | Add +18.6% | 17,042 | $664K |
| Bridgewater Associates | 0.00% | Reduce -37.7% | 16,655 | $649K |
| Brevan Howard Capital Management LP | 0.02% | New | 16,467 | $642K |
| Cornercap Investment Counsel Inc. | 0.20% | No change | 16,326 | $636K |
| Brown Advisory Inc. | 0.00% | Reduce -70.4% | 16,266 | $634K |
| Alliance Wealth Advisors, LLC | 0.16% | Add +6.8% | 15,728 | $613K |
| Corient Private Wealth LP | 0.00% | Reduce -0.2% | 15,285 | $596K |
| AlphaQuest LLC | 0.08% | Reduce -63.1% | 15,248 | $594K |
| Campbell & CO Investment Adviser LLC | 0.04% | New | 13,639 | $532K |
| HighTower Advisors, LLC | 0.00% | Add +0.3% | 13,539 | $528K |
| Janney Capital Management LLC | 0.03% | Add +0.2% | 12,854 | $501K |
| Pitcairn Co. | 0.03% | Add +5.3% | 12,324 | $480K |
| Gotham Asset Management | 0.00% | Reduce -78.0% | 11,970 | $467K |
| Nexpoint Asset Management, L.P. | 0.05% | Add +50.0% | 11,753 | $458K |
| Pictet Asset Management Holding SA | 0.00% | Add +2.9% | 11,338 | $442K |
| Fox Run Management, L.L.C. | 0.08% | New | 11,275 | $439K |
| Bank of Montreal | 0.00% | Add +13.6% | 11,272 | $439K |
| Public Employees Retirement Association of Colorado | 0.00% | Reduce -9.3% | 11,217 | $437K |
| Diversify Wealth Management, LLC | 0.03% | Add +44.7% | 12,656 | $435K |
| Fulton Bank, N.A. | 0.02% | Add +12.0% | 10,682 | $416K |
| HSBC Holdings PLC | 0.00% | Reduce -73.5% | 10,617 | $413K |
| F/m Investments LLC | 0.01% | Reduce -28.1% | 10,412 | $406K |
| iSAM Funds (UK) Ltd | 0.29% | Add +36.6% | 10,042 | $391K |
| Rench Wealth Management, Inc. | 0.13% | New | 10,000 | $390K |
| LPL Financial LLC | 0.00% | Add +3.3% | 9,890 | $386K |
| Ameritas Investment Partners, Inc. | 0.01% | Add +5.3% | 9,549 | $372K |
| Guggenheim Capital LLC | 0.00% | Reduce -24.5% | 9,370 | $365K |
| NorthCrest Asset Manangement, LLC | 0.01% | Reduce -1.4% | 8,842 | $345K |
| State of Wisconsin Investment Board | 0.00% | Reduce -86.9% | 8,823 | $344K |
| Cibc World Markets Corp. | 0.00% | New | 8,542 | $333K |
| Osaic Holdings, Inc. | 0.00% | Reduce -11.6% | 8,538 | $333K |
| Aquatic Capital Management LLC | 0.01% | Reduce -82.5% | 8,403 | $328K |
| Sanctuary Advisors, LLC | 0.00% | New | 8,307 | $318K |
| Two Sigma Securities, LLC | 0.06% | New | 7,993 | $312K |
| EP Wealth Advisors, LLC | 0.00% | Add +12.3% | 7,623 | $297K |
| Mariner, LLC | 0.00% | New | 7,384 | $288K |
| Cynosure Group, LLC | 0.04% | Reduce -32.1% | 7,232 | $282K |
| Moody National Bank Trust Division | 0.03% | Reduce -11.3% | 7,050 | $275K |
| Captrust Financial Advisors | 0.00% | Add +2.3% | 6,989 | $272K |
| Xponance LLC | 0.00% | Add +15.5% | 6,923 | $270K |
| Evergreen Capital Management LLC | 0.01% | New | 6,771 | $264K |
| Scientech Research LLC | 0.07% | New | 6,700 | $261K |
| Crossmark Global Holdings, Inc. | 0.00% | Reduce -0.2% | 6,643 | $259K |
| Lido Advisors, LLC | 0.00% | New | 6,429 | $251K |
| XTX Topco Ltd | 0.02% | New | 6,401 | $250K |
| CIBC Asset Management Inc | 0.00% | New | 6,379 | $249K |
| 1832 Asset Management L.P. | 0.00% | Add +5.9% | 6,299 | $246K |
| Sequoia Financial Advisors, LLC | 0.00% | Add +0.2% | 6,227 | $243K |
| Nkcfo LLC | 0.10% | New | 6,000 | $234K |
| Corton Capital Inc. | 0.13% | New | 5,891 | $230K |
| Mackenzie Financial Corp. | 0.00% | No change | 5,869 | $229K |
| Keybank National Association | 0.00% | Reduce -0.3% | 5,792 | $226K |
| Cetera Investment Advisers | 0.00% | New | 5,569 | $217K |
| Northwestern Mutual Wealth Management Co. | 0.00% | Add +257.0% | 5,569 | $217K |
| Blue Trust, Inc. | 0.00% | Add +42.9% | 5,568 | $217K |
| TD Private Client Wealth LLC | 0.01% | Add +20.5% | 5,512 | $215K |
| PNC Financial Services Group, Inc. | 0.00% | Add +1.0% | 5,490 | $214K |
| Orion Porfolio Solutions, LLC | 0.00% | New | 5,430 | $212K |
| Orion Portfolio Solutions, LLC | 0.00% | New | 5,430 | $212K |
| PharVision Advisers, LLC | 0.18% | — | 5,327 | $208K |
| US Bancorp \de | 0.00% | Reduce -37.3% | 5,315 | $207K |
| Wealth Enhancement Advisory Services, LLC | 0.00% | New | 5,273 | $206K |
| Intrust Bank NA | 0.02% | Reduce -12.6% | 5,252 | $205K |
| Covestor Ltd | 0.12% | Add +45.2% | 4,869 | $190K |
| Shell Asset Management Co. | 0.01% | No change | 4,493 | $175K |
| Bayforest Capital Ltd | 0.20% | — | 4,042 | $158K |
| KBC Group NV | 0.00% | Add +24.6% | 3,844 | $150K |
| STRS Ohio | 0.00% | Add +58.3% | 3,800 | $148K |
| Lazard Asset Management LLC | 0.00% | Add +3.1% | 3,697 | $144K |
| Pacer Advisors, Inc. | 0.00% | Add +39.5% | 3,450 | $134K |
| Nisa Investment Advisors, LLC | 0.00% | Reduce -7.3% | 3,054 | $119K |
| Edge Capital Group, LLC | 0.01% | New | 11,951 | $119K |
| Parkside Financial Bank & Trust | 0.01% | Add +119.1% | 2,861 | $112K |
| Quadrant Capital Group LLC | 0.01% | Add +13.5% | 2,517 | $98K |
| GAMMA Investing LLC | 0.01% | Add +215.6% | 1,758 | $69K |
| Canada Pension Plan Investment Board | 0.00% | Reduce -61.4% | 1,700 | $66K |
| Smartleaf Asset Management LLC | 0.01% | Add +255.5% | 1,710 | $66K |
| Leonteq Securities AG | 0.01% | Add +5.5% | 1,584 | $62K |
| Quarry LP | 0.01% | Reduce -7.3% | 1,258 | $49K |
| Lindbrook Capital, LLC | 0.00% | Reduce -5.6% | 1,208 | $47K |
| Simplex Trading, LLC | 0.00% | Reduce -73.5% | 1,210 | $47K |
| Salem Investment Counselors Inc. | 0.00% | No change | 1,050 | $41K |
| Tower Research Capital LLC (TRC) | 0.00% | Reduce -79.9% | 991 | $39K |
| CIBC Private Wealth Group LLC | 0.00% | Add +72.4% | 1,060 | $38K |
| Principal Securities, Inc. | 0.00% | Reduce -8.9% | 942 | $37K |
| Cwm, LLC | 0.00% | Add +36.7% | 898 | $35K |
| Concourse Financial Group Securities, Inc. | 0.00% | Reduce -3.2% | 916 | $34K |
| Public Employees Retirement System of Ohio | 0.00% | Add +10.3% | 706 | $28K |
| R Squared Ltd | 0.03% | — | 670 | $26K |
| UMB Bank, n.a. | 0.00% | No change | 635 | $25K |
| Parallel Advisors, LLC | 0.00% | Reduce -13.9% | 605 | $24K |
| Federated Hermes, Inc. | 0.00% | Reduce -89.1% | 533 | $21K |
| CENTRAL TRUST Co | 0.00% | No change | 400 | $16K |
| EverSource Wealth Advisors, LLC | 0.00% | Reduce -12.0% | 390 | $15K |
| Whittier Trust Co. of Nevada Inc. | 0.00% | No change | 378 | $15K |
| Rise Advisors, LLC | 0.01% | No change | 309 | $12K |
| Eagle Bay Advisors LLC | 0.01% | Add +20.3% | 285 | $11K |
| Huntington National Bank | 0.00% | Reduce -2.1% | 279 | $11K |
| Mather Group, Llc. | 0.00% | New | 256 | $10K |
| Signaturefd, LLC | 0.00% | Reduce -31.5% | 228 | $9K |
| Washington Trust Advisors, Inc. | 0.00% | No change | 219 | $9K |
| Fifth Third Bancorp | 0.00% | Reduce -14.0% | 209 | $8K |
| Russell Investments Group, Ltd. | 0.00% | Add +105.9% | 140 | $5K |
| Elequin Capital, LP | 0.00% | New | 128 | $5K |
| MassMutual Private Wealth & Trust, FSB | 0.00% | No change | 117 | $5K |
| First Horizon Advisors, Inc. | 0.00% | No change | 106 | $4K |
| Aster Capital Management (DIFC) Ltd | 0.00% | New | 102 | $4K |
| Lee Danner & Bass Inc. | 0.00% | New | 100 | $4K |
| MAI Capital Management | 0.00% | New | 100 | $4K |
| Sterling Capital Management LLC | 0.00% | No change | 93 | $4K |
| Bell Investment Advisors, Inc | 0.00% | Add +1.1% | 90 | $4K |
| Rothschild Investment LLC | 0.00% | Add +63.6% | 90 | $4K |
| Mitsubishi UFJ Asset Management Co., Ltd. | 0.00% | No change | 87 | $3K |
| Bellevue Asset Management, LLC | 0.00% | No change | 83 | $3K |
| 2UniFi Bank | 0.00% | — | 73 | $3K |
| Global Retirement Partners, LLC | 0.00% | Reduce -37.9% | 72 | $3K |
| Farmers & Merchants Investments Inc. | 0.00% | No change | 62 | $2K |
| Hexagon Capital Partners LLC | 0.00% | Add +156.5% | 59 | $2K |
| Farther Finance Advisors, LLC | 0.00% | Add +1.7% | 59 | $2K |
| JFS Wealth Advisors, LLC | 0.00% | Add +46.0% | 54 | $2K |
| Hemington Wealth Management | 0.00% | Add +82.3% | 62 | $2K |
| Assetmark, Inc. | 0.00% | New | 33 | $1K |
| Financial Network Wealth Advisors LLC | 0.00% | Add +3.5% | 30 | $1K |
| Sierra Ocean, LLC | 0.00% | — | 27 | $1K |
| Bruce G. Allen Investments, LLC | 0.00% | Add +160.0% | 26 | $1K |
| Jones Financial Companies LLLP | 0.00% | New | 25 | $975 |
| SJS Investment Consulting Inc. | 0.00% | Reduce -23.5% | 13 | $507 |
| DiNuzzo Private Wealth, Inc. | 0.00% | No change | 13 | $507 |
| Larson Financial Group LLC | 0.00% | Add +66.7% | 10 | $390 |
| Abound Wealth Management | 0.00% | No change | 7 | $273 |
| Global Financial Private Client, LLC | 0.00% | New | 5 | $195 |
| Parkworth Wealth Management, Inc. | 0.00% | — | 2 | $78 |
| SBI Securities Co., Ltd. | 0.00% | — | 1 | $39 |
"% 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.