The Simply Good FoodsSMPL

13F holders, Q2 2025 (June 30)
311holders +18
51new positions
33sold out
7famous investors
$31.59avg. 13F price*

At the end of Q2 2025, 311 institutions reported holding The Simply Good Foods Co. (SMPL) in their 13F filings, up 18 from Q1 2025. 51 opened new positions and 33 sold out. The largest holders were BlackRock, Inc. ($424.4M), FMR LLC ($353.2M) and Vanguard Group Inc. ($329.6M). 7 famous investors held it, including Ken Griffin (0.0% of Citadel Advisors's portfolio), Paul Tudor Jones (0.0% of Tudor Investment Corporation's portfolio) and Mario Gabelli (0.0% of GAMCO Investors's portfolio).

Company
The Simply Good Foods Co.
CUSIP
82900L102
Latest filing quarter
Q2 2026

History

Number of 13F holders

0100200300400 Q1 2024: 290Q1 2024Q2 2024: 274Q2 2024Q3 2024: 272Q3 2024Q4 2024: 278Q4 2024Q1 2025: 293Q1 2025Q2 2025: 311Q2 2025Q3 2025: 300Q3 2025Q4 2025: 267Q4 2025Q1 2026: 277Q1 2026Q2 2026: 300Q2 2026

Total Exit/New Position Q1 2025 → Q2 2025

InstitutionsTotal Value
New Positions51$138.1M
Exits33$89.7M

All 13F filers, Q1 2025 → Q2 2025: 9,868,794 shares bought and 9,729,396 shares sold, net +139,398 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 311 holders

BlackRock, Inc. 0.01% Reduce -2.0% 13,435,617 $424.4M
FMR LLC 0.02% Add +3.3% 11,181,126 $353.2M
Vanguard Group Inc. 0.01% Add +0.1% 10,434,196 $329.6M
Wellington Management Group LLP 0.03% Add +27.3% 5,341,399 $168.7M
T. Rowe Price Investment Management, Inc. 0.09% Reduce -13.4% 4,496,250 $142.0M
Dimensional Fund Advisors LP 0.03% Add +4.7% 3,942,285 $124.5M
State Street Corp. 0.00% Add +0.4% 3,645,749 $115.2M
Boston Trust Walden Corp 0.68% Add +1.1% 3,034,123 $95.8M
Fuller & Thaler Asset Management, Inc. 0.33% Reduce -0.1% 2,898,544 $91.6M
Champlain Investment Partners, LLC 0.56% Reduce -14.6% 2,535,489 $80.1M
Geode Capital Management, LLC 0.01% Add +2.5% 2,310,861 $73.0M
Silvercrest Asset Management Group LLC 0.39% Reduce -1.7% 1,855,645 $58.6M
William Blair Investment Management, LLC 0.13% New 1,546,099 $48.8M
Norges Bank 0.00% Add +2.1% 1,152,877 $36.4M
Charles Schwab Investment Management Inc. 0.01% Add +0.4% 1,044,307 $33.0M
Woodline Partners LP 0.17% Reduce -39.9% 1,000,227 $31.6M
Northern Trust Corp. 0.00% Reduce -2.9% 980,069 $31.0M
Franklin Resources Inc. 0.01% Add +10.3% 954,972 $30.2M
Massachusetts Financial Services Co. 0.01% Add +6.2% 942,013 $29.8M
Handelsbanken Fonder AB 0.10% Reduce -30.8% 858,200 $27.1M
Morgan Stanley 0.00% Add +10.7% 823,960 $26.0M
T. Rowe Price Associates Inc. 0.00% Add +1.0% 781,976 $24.7M
Bank of New York Mellon Corp 0.00% Reduce -2.9% 639,304 $20.2M
Qube Research & Technologies Ltd 0.03% Add +81.1% 598,616 $18.9M
Stephens Investment Management Group LLC 0.23% Add +28.5% 540,563 $17.1M
JPMorgan Chase & Co. 0.00% Add +36.7% 537,469 $17.0M
Benchstone Capital Management LP 1.45% New 518,293 $16.4M
Principal Financial Group Inc. 0.01% Reduce -4.4% 491,006 $15.5M
Citadel Advisors 0.01% Reduce -78.1% 474,775 $15.0M
Jane Street Group, LLC 0.02% Add +242.6% 468,143 $14.8M
Scopus Asset Management, L.P. 0.39% New 459,686 $14.5M
Bank of America Corp. 0.00% Reduce -31.2% 443,873 $14.0M
Prospector Partners LLC 1.64% Add +50.1% 443,456 $14.0M
Schwartz Investment Counsel Inc. 0.45% Add +21.9% 436,870 $13.8M
Balyasny Asset Management L.P. 0.03% Add +605.0% 390,451 $12.3M
Barclays PLC 0.01% Add +190.3% 388,084 $12.3M
Victory Capital Management Inc. 0.01% Reduce -75.1% 383,497 $12.1M
Invesco Ltd. 0.00% Reduce -0.3% 379,511 $12.0M
Congress Asset Management Co. 0.08% Add +5.3% 377,312 $11.9M
BNP Paribas Financial Markets 0.01% Add +92.0% 375,751 $11.9M
Nuveen, LLC 0.00% Reduce -9.3% 372,152 $11.8M
Goldman Sachs Group Inc. 0.00% Add +23.6% 369,176 $11.7M
UBS Group AG 0.00% Add +121.6% 331,822 $10.5M
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.00% Add +41.7% 317,694 $10.0M
Public Sector Pension Investment Board 0.04% Add +7.4% 313,108 $9.9M
Danske Bank A/S 0.02% Add +139.9% 295,388 $9.3M
Boston Partners 0.01% Reduce -66.7% 295,184 $9.1M
Rhumbline Advisers 0.01% Add +4.2% 266,468 $8.4M
Verition Fund Management LLC 0.05% New 263,259 $8.3M
Thornburg Investment Management Inc. 0.11% New 260,763 $8.2M
Impax Asset Management Group plc 0.05% No change 258,620 $8.2M
Legal & General Group Plc 0.00% Add +1.4% 256,701 $8.1M
Edgestream Partners, L.P. 0.22% New 255,174 $8.1M
Covea Finance 0.29% Add +21.2% 245,500 $7.8M
Lord, Abbett & Co. LLC 0.03% Add +8.8% 239,917 $7.6M
Millennium Management 0.01% Add +238.8% 213,878 $6.8M
Bessemer Group Inc. 0.01% Reduce -2.0% 206,636 $6.5M
Ameriprise Financial Inc. 0.00% Reduce -41.2% 199,356 $6.3M
Swiss National Bank 0.00% Reduce -1.4% 183,300 $5.8M
Twinbeech Capital LP 0.13% Add +15.2% 180,517 $5.7M
Macquarie Group Ltd. 0.01% Add +298.9% 172,684 $5.5M
Madison Asset Management, LLC 0.06% Reduce -7.7% 168,700 $5.3M
Teacher Retirement System of Texas 0.02% Add +557.3% 162,215 $5.1M
Lazard Asset Management LLC 0.01% New 158,749 $5.0M
Envestnet Asset Management Inc. 0.00% Reduce -12.3% 139,470 $4.4M
Moody Aldrich Partners LLC 0.82% Reduce -1.5% 134,911 $4.3M
Renaissance Technologies 0.01% New 134,500 $4.2M
FIL Ltd 0.00% Reduce -2.1% 133,420 $4.2M
Susquehanna Fundamental Investments, LLC 0.11% Reduce -14.6% 130,198 $4.1M
McCollum Christoferson Group LLC 1.18% Reduce -0.8% 125,985 $4.0M
Renaissance Group LLC 0.15% Add +31.6% 125,643 $4.0M
Susquehanna International Group, LLP 0.01% Add +4.3% 125,152 $4.0M
Walleye Capital LLC 0.04% New 119,778 $3.8M
Schonfeld Strategic Advisors LLC 0.03% Add +822.6% 116,816 $3.7M
Cohen Capital Management, Inc. 0.60% No change 116,364 $3.7M
Freestone Grove Partners LP 0.03% Reduce -59.0% 112,251 $3.5M
Prudential Financial Inc. 0.00% Add +6.4% 96,042 $3.5M
Alliancebernstein L.P. 0.00% Reduce -53.3% 104,692 $3.3M
Holocene Advisors, LP 0.01% Add +33.6% 103,931 $3.3M
New York State Teachers Retirement System 0.01% No change 102,719 $3.2M
Voloridge Investment Management, LLC 0.01% New 102,414 $3.2M
Gabelli Funds LLC 0.02% No change 99,500 $3.1M
Citigroup Inc. 0.00% Reduce -37.2% 91,887 $2.9M
D. E. Shaw & Co. 0.00% Add +14.8% 90,669 $2.9M
First Trust Advisors LP 0.00% Add +22.4% 89,699 $2.8M
Allianz Asset Management GmbH 0.00% Reduce -9.4% 88,629 $2.8M
California State Teachers Retirement System 0.00% Add +0.4% 88,477 $2.8M
CW Advisors, LLC 0.03% Add +4.2% 85,363 $2.7M
ExodusPoint Capital Management, LP 0.03% Add +80.7% 84,046 $2.7M
Mutual of America Capital Management LLC 0.03% Reduce -25.6% 82,764 $2.6M
CANADA LIFE ASSURANCE Co 0.00% Add +1.8% 81,750 $2.6M
Quantbot Technologies LP 0.07% Add +426.1% 81,481 $2.6M
Voya Investment Management LLC 0.00% Reduce -0.4% 79,403 $2.5M
Savoir Faire Capital Management, L.P. 1.13% Add +39.2% 74,183 $2.3M
Squarepoint Ops LLC 0.01% New 71,093 $2.2M
TD Asset Management Inc 0.00% Reduce -15.0% 69,566 $2.2M
Deutsche Bank AG 0.00% Reduce -15.1% 68,397 $2.2M
Thrivent Financial for Lutherans 0.00% Add +0.1% 67,595 $2.1M
Royal Bank of Canada 0.00% Reduce -5.2% 67,349 $2.1M
Connors Investor Services Inc. 0.17% Add +0.1% 61,972 $2.0M
Magnetar Financial LLC 0.01% New 60,281 $1.9M
MetLife Investment Management, LLC 0.01% Add +3.2% 55,952 $1.8M
Nebula Research & Development LLC 0.15% Reduce -14.3% 55,377 $1.7M
Wells Fargo & Company 0.00% Add +16.2% 55,323 $1.7M
State of New Jersey Common Pension Fund D 0.01% Add +6.0% 54,831 $1.7M
State of Alaska, Department of Revenue 0.02% Add +7.5% 54,731 $1.7M
AlphaQuest LLC 0.17% Reduce -6.1% 53,554 $1.7M
Exchange Traded Concepts, LLC 0.02% Add +4.3% 53,175 $1.7M
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 0.00% Reduce -6.2% 51,432 $1.6M
Illinois Municipal Retirement Fund 0.02% Add +4.4% 51,324 $1.6M
Engineers Gate Manager LP 0.02% Add +35.9% 50,871 $1.6M
Hilton Capital Management, LLC 0.12% Add +10.3% 48,850 $1.5M
Intech Investment Management LLC 0.01% Reduce -21.3% 48,814 $1.5M
Zurcher Kantonalbank (Zurich Cantonalbank) 0.00% Reduce -2.3% 48,460 $1.5M
Sei Investments Co. 0.00% Add +19.9% 48,289 $1.5M
Manufacturers Life Insurance Company, The 0.00% Reduce -4.1% 48,250 $1.5M
Ensign Peak Advisors, Inc 0.00% Reduce -6.2% 47,913 $1.5M
Jupiter Asset Management Ltd. 0.01% Add +391.4% 46,820 $1.5M
Raymond James Financial Inc. 0.00% Add +11.7% 44,292 $1.4M
Louisiana State Employees Retirement System 0.02% Reduce -0.9% 42,900 $1.4M
Wesbanco Bank Inc. 0.04% No change 41,946 $1.3M
Universal- Beteiligungs- und Servicegesellschaft mbH 0.00% Add +27.2% 41,510 $1.3M
Tidal Investments LLC 0.01% Add +8.1% 41,388 $1.3M
Janus Henderson Group PLC 0.00% Reduce -48.2% 40,181 $1.3M
AMG National Trust Bank 0.03% Reduce -4.3% 39,386 $1.2M
Tudor Investment Corporation 0.01% New 36,640 $1.2M
Dana Investment Advisors, Inc. 0.04% Reduce -3.4% 35,281 $1.1M
Yousif Capital Management, LLC 0.01% Add +1.0% 34,173 $1.1M
State of Tennessee, Department of Treasury 0.00% Reduce -21.8% 34,032 $1.1M
KLP Kapitalforvaltning As 0.00% Add +13.5% 32,800 $1.0M
Comerica Bank 0.00% Add +1.0% 32,702 $1.0M
Van Hulzen Asset Management, LLC 0.08% Reduce -13.5% 31,911 $1.0M
New York State Common Retirement Fund 0.00% Add +11.3% 31,466 $994K
South Dakota Investment Council 0.02% No change 30,563 $965K
Seizert Capital Partners, LLC 0.04% New 28,670 $906K
Diversified Trust Co. 0.02% Reduce -8.3% 28,293 $894K
Arizona State Retirement System 0.01% Add +1.7% 27,999 $884K
Maryland State Retirement & Pension System 0.02% No change 26,853 $848K
Econ Financial Services Corp 0.43% New 26,264 $830K
Amalgamated Bank 0.01% No change 26,207 $828K
State Board of Administration of Florida Retirement System 0.00% No change 25,929 $819K
Nexpoint Asset Management, L.P. 0.08% Add +95.3% 25,778 $814K
Teachers Retirement System of the State of Kentucky 0.01% Reduce -6.0% 25,229 $797K
Algert Global LLC 0.02% New 24,940 $788K
Stifel Financial Corp. 0.00% Reduce -4.5% 23,889 $755K
Commonwealth of Pennsylvania Public School Empls Retrmt SYS 0.00% Add +7.3% 23,601 $746K
Connor, Clark & Lunn Investment Management Ltd. 0.00% New 23,366 $738K
GAMCO Investors 0.01% Add +3.4% 23,120 $730K
Aquatic Capital Management LLC 0.01% New 22,395 $707K
ProShare Advisors LLC 0.00% Reduce -2.0% 22,381 $707K
Neuberger Berman Group LLC 0.00% Reduce -4.8% 21,877 $691K
Man Group plc 0.00% New 21,779 $688K
Candriam S.C.A. 0.00% No change 21,641 $684K
Ami Asset Management Corp. 0.04% Reduce -45.0% 21,397 $676K
1832 Asset Management L.P. 0.00% Reduce -19.0% 21,366 $675K
Creative Planning 0.00% Add +20.9% 21,345 $674K
Pathstone Holdings, LLC 0.00% Reduce -20.7% 21,279 $672K
Police & Firemen's Retirement System of New Jersey 0.01% Add +3.3% 20,927 $661K
Oregon Public Employees Retirement Fund 0.01% Reduce -1.1% 20,832 $658K
Inceptionr LLC 0.15% New 20,566 $650K
Amundi 0.00% Reduce -54.0% 20,165 $646K
American Century Companies Inc. 0.00% No change 20,438 $646K
Cerity Partners LLC 0.00% Reduce -7.6% 20,395 $644K
Alamea Verwaltungs GmbH 0.48% Add +18.4% 20,221 $639K
Centiva Capital, LP 0.04% Add +147.7% 20,128 $636K
Natixis Advisors, LLC 0.00% Reduce -24.8% 19,605 $619K
Diversify Wealth Management, LLC 0.04% Add +28.1% 21,224 $617K
Y-Intercept (Hong Kong) Ltd 0.01% New 19,387 $612K
Horizon Investments, LLC 0.01% New 18,617 $588K
Glenmede Investment Management, LP 0.00% — 18,414 $582K
XTX Topco Ltd 0.02% New 17,441 $551K
Moran Wealth Management, LLC 0.02% New 17,206 $544K
Alliance Wealth Advisors, LLC 0.13% Add +1.8% 16,507 $521K
MQS Management LLC 0.26% Add +105.6% 15,177 $479K
Corient Private Wealth LP 0.00% Add +0.3% 14,867 $470K
Bank of Montreal 0.00% Reduce -0.2% 14,710 $465K
Pictet Asset Management Holding SA 0.00% Reduce -9.2% 14,398 $455K
Elo Mutual Pension Insurance Co 0.01% Reduce -8.0% 14,152 $447K
Tower Research Capital LLC (TRC) 0.01% Add +529.0% 13,480 $426K
Landscape Capital Management, L.L.C. 0.03% New 13,270 $419K
Shelton Capital Management 0.01% New 12,998 $411K
LPL Financial LLC 0.00% Add +15.5% 12,891 $407K
Arrowstreet Capital, Limited Partnership 0.00% Reduce -35.2% 12,520 $396K
Virtu Financial LLC 0.02% New 12,382 $391K
Sciencast Management LP 0.08% New 12,145 $384K
HighTower Advisors, LLC 0.00% Add +26.4% 11,955 $378K
Cibc World Markets Corp. 0.00% Reduce -43.5% 11,562 $365K
Inspire Advisors, LLC 0.04% New 11,262 $356K
Public Employees Retirement Association of Colorado 0.00% No change 11,217 $354K
Pitcairn Co. 0.02% Reduce -11.9% 10,872 $343K
Fulton Bank, N.A. 0.01% Add +0.1% 10,517 $332K
Banque Pictet & Cie SA 0.00% Reduce -6.3% 10,418 $329K
Janney Capital Management LLC 0.02% Reduce -11.5% 10,371 $328K
Cynosure Group, LLC 0.04% Add +11.6% 10,368 $328K
Gotham Asset Management 0.00% New 10,341 $327K
Rench Wealth Management, Inc. 0.10% No change 10,000 $316K
New Age Alpha Advisors, LLC 0.01% Add +38.4% 9,834 $311K
Quadrant Capital Group LLC 0.01% Reduce -7.6% 9,768 $309K
Ameritas Investment Partners, Inc. 0.01% No change 9,549 $302K
Jackson Creek Investment Advisors LLC 0.08% New 9,475 $299K
Osaic Holdings, Inc. 0.00% Add +12.7% 9,284 $293K
Bridgefront Capital, LLC 0.08% New 9,164 $289K
State of Wisconsin Investment Board 0.00% Reduce -8.9% 9,133 $289K
HSBC Holdings PLC 0.00% Reduce -14.8% 9,121 $288K
F/m Investments LLC 0.01% Reduce -23.2% 9,020 $285K
Guggenheim Capital LLC 0.00% Reduce -0.7% 8,900 $281K
Two Sigma Investments, LP 0.00% Add +16.2% 8,860 $280K
BCS Private Wealth Management, Inc. 0.10% — 8,495 $268K
NorthCrest Asset Manangement, LLC 0.01% Reduce -7.6% 8,333 $267K
EP Wealth Advisors, LLC 0.00% Reduce -4.6% 8,128 $257K
Inspire Investing, LLC 0.03% New 7,862 $248K
Lido Advisors, LLC 0.00% Add +18.7% 7,654 $242K
Xponance LLC 0.00% Add +4.3% 7,637 $241K
Quantinno Capital Management LP 0.00% New 7,631 $241K
Norden Group LLC 0.03% Reduce -14.6% 7,506 $237K
Gsa Capital Partners LLP 0.02% Reduce -88.7% 7,508 $237K
Bayesian Capital Management, LP 0.04% New 7,500 $237K
Cetera Investment Advisers 0.00% Add +20.4% 7,373 $233K
SG Americas Securities, LLC 0.00% Reduce -64.5% 7,317 $231K
PAX Financial Group, LLC 0.04% New 6,965 $220K
Oppenheimer Asset Management Inc. 0.00% New 6,763 $214K
Diversify Advisory Services, LLC 0.01% Add +28.1% 7,185 $209K
Crossmark Global Holdings, Inc. 0.00% Reduce -0.9% 6,567 $207K
Intrust Bank NA 0.02% New 6,406 $202K
Blue Trust, Inc. 0.00% Add +9.8% 6,050 $191K
Northwestern Mutual Wealth Management Co. 0.00% Add +2.7% 5,710 $180K
PNC Financial Services Group, Inc. 0.00% Add +2.0% 5,288 $167K
TD Private Client Wealth LLC 0.00% Reduce -0.8% 5,277 $167K
Pacer Advisors, Inc. 0.00% Reduce -50.2% 4,205 $133K
US Bancorp \de 0.00% Reduce -20.1% 4,199 $133K
Elevation Point Wealth Partners, LLC 0.01% New 3,436 $109K
Shell Asset Management Co. 0.00% Reduce -20.4% 3,430 $108K
Covestor Ltd 0.06% Reduce -19.4% 3,366 $106K
STRS Ohio 0.00% No change 3,300 $104K
Nisa Investment Advisors, LLC 0.00% Reduce -16.7% 3,171 $100K
Banque Cantonale Vaudoise 0.00% No change 3,032 $96K
KBC Group NV 0.00% Reduce -22.6% 3,052 $96K
Russell Investments Group, Ltd. 0.00% Reduce -0.7% 2,997 $95K
State of Wyoming 0.01% New 2,767 $87K
Parkside Financial Bank & Trust 0.01% Add +12.9% 2,438 $77K
Aster Capital Management (DIFC) Ltd 0.02% Reduce -25.0% 2,364 $75K
Quarry LP 0.01% Reduce -2.6% 1,956 $62K
Smartleaf Asset Management LLC 0.01% Add +22.0% 1,844 $59K
Caitong International Asset Management Co., Ltd 0.04% Add +9.3% 1,748 $55K
Canada Pension Plan Investment Board 0.00% Reduce -5.9% 1,600 $51K
GAMMA Investing LLC 0.00% Reduce -4.7% 1,518 $48K
Simplex Trading, LLC 0.00% New 1,345 $42K
Leonteq Securities AG 0.00% Reduce -19.3% 1,322 $42K
Sterling Capital Management LLC 0.00% Add +1008.4% 1,053 $33K
Salem Investment Counselors Inc. 0.00% No change 1,050 $33K
CIBC Private Wealth Group LLC 0.00% No change 1,040 $33K
EverSource Wealth Advisors, LLC 0.00% Add +125.4% 967 $31K
Principal Securities, Inc. 0.00% Reduce -1.3% 930 $29K
Parallel Advisors, LLC 0.00% Add +15.4% 890 $28K
BNP PARIBAS ASSET MANAGEMENT Holding S.A. 0.00% New 871 $28K
Public Employees Retirement System of Ohio 0.00% Add +5.1% 828 $26K
UMB Bank, n.a. 0.00% Reduce -8.2% 676 $21K
Cwm, LLC 0.00% Reduce -30.4% 588 $19K
Lanark Financial, Inc. 0.00% No change 557 $17K
Clearstead Advisors, LLC 0.00% New 485 $15K
CENTRAL TRUST Co 0.00% No change 400 $13K
Whittier Trust Co. of Nevada Inc. 0.00% No change 364 $11K
MAI Capital Management 0.00% Add +214.0% 314 $10K
Huntington National Bank 0.00% Add +1.1% 286 $9K
Harbor Capital Advisors, Inc. 0.00% Add +18.4% 277 $9K
Global Retirement Partners, LLC 0.00% — 269 $8K
Rise Advisors, LLC 0.00% No change 267 $8K
Fifth Third Bancorp 0.00% Reduce -11.1% 240 $8K
Optiver Holding B.V. 0.00% Reduce -26.9% 234 $7K
Washington Trust Advisors, Inc. 0.00% No change 219 $7K
Bayforest Capital Ltd 0.00% Reduce -95.3% 218 $7K
Twin Peaks Wealth Advisors, LLC 0.00% New 224 $7K
Signaturefd, LLC 0.00% Add +8.5% 178 $6K
MassMutual Private Wealth & Trust, FSB 0.00% Add +26.8% 175 $6K
Bare Financial Services, Inc 0.00% Add +252.3% 155 $5K
Versant Capital Management, Inc 0.00% No change 125 $4K
Richardson Capital Management LLC 0.00% No change 115 $4K
Mitsubishi UFJ Asset Management Co., Ltd. 0.00% No change 87 $3K
Bellevue Asset Management, LLC 0.00% No change 83 $3K
Bell Investment Advisors, Inc 0.00% Reduce -8.4% 76 $2K
Hemington Wealth Management 0.00% Reduce -2.3% 87 $2K
Hantz Financial Services, Inc. 0.00% Add +300.0% 56 $2K
Riggs Asset Managment Co. Inc. 0.00% New 60 $2K
Jones Financial Companies LLLP 0.00% Add +128.0% 57 $2K
Farmers & Merchants Investments Inc. 0.00% No change 57 $2K
Brooklyn Investment Group 0.00% Add +154.6% 56 $2K
Rothschild Investment LLC 0.00% Reduce -52.2% 55 $2K
Kilter Group LLC 0.00% New 52 $2K
Clearstead Trust, LLC 0.00% New 52 $2K
Federated Hermes, Inc. 0.00% Reduce -35.8% 52 $2K
Allworth Financial LP 0.00% Add +276.9% 49 $2K
First Horizon Advisors, Inc. 0.00% Reduce -60.4% 42 $1K
Fortitude Family Office, LLC 0.00% New 38 $1K
Financial Network Wealth Advisors LLC 0.00% No change 30 $948
JFS Wealth Advisors, LLC 0.00% Reduce -11.8% 30 $948
Sierra Ocean, LLC 0.00% No change 27 $853
Bruce G. Allen Investments, LLC 0.00% Add +22.2% 22 $695
Farther Finance Advisors, LLC 0.00% Reduce -90.6% 19 $600
DiNuzzo Private Wealth, Inc. 0.00% Reduce -5.3% 18 $569
Arlington Trust Co LLC 0.00% New 15 $474
SouthState Bank Corp 0.00% No change 15 $474
True Wealth Design, LLC 0.00% No change 11 $348
Larson Financial Group LLC 0.00% Reduce -83.0% 9 $284
SJS Investment Consulting Inc. 0.00% Reduce -38.5% 8 $253
Abound Wealth Management 0.00% No change 7 $222
HFM Investment Advisors, LLC 0.00% Add +100.0% 6 $190
Bay Harbor Wealth Management, LLC 0.00% Add +200.0% 6 $189
Annis Gardner Whiting Capital Advisors, LLC 0.00% New 5 $158
Rialto Wealth Management, LLC 0.00% New 2 $64
Parkworth Wealth Management, Inc. 0.00% Reduce -33.3% 2 $63
SBI Securities Co., Ltd. 0.00% No change 1 $32

"% 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.