The Simply Good FoodsSMPL

13F holders, Q3 2025 (September 30)
300holders −11
50new positions
58sold out
10famous investors
$24.82avg. 13F price*

At the end of Q3 2025, 300 institutions reported holding The Simply Good Foods Co. (SMPL) in their 13F filings, down 11 from Q2 2025. 50 opened new positions and 58 sold out. The largest holders were BlackRock, Inc. ($331.0M), Vanguard Group Inc. ($257.7M) and FMR LLC ($172.8M). 10 famous investors held it, including Lee Ainslie (0.1% of Maverick Capital's portfolio), Paul Tudor Jones (0.0% of Tudor Investment Corporation'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

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 Q2 2025 → Q3 2025

InstitutionsTotal Value
New Positions50$97.3M
Exits58$92.0M

All 13F filers, Q2 2025 → Q3 2025: 15,341,726 shares bought and 17,311,999 shares sold, net −1,970,273 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 300 holders

BlackRock, Inc. 0.01% Reduce -0.7% 13,337,517 $331.0M
Vanguard Group Inc. 0.00% Reduce -0.5% 10,382,024 $257.7M
FMR LLC 0.01% Reduce -37.7% 6,963,299 $172.8M
Dimensional Fund Advisors LP 0.02% Add +8.8% 4,288,680 $106.4M
State Street Corp. 0.00% Reduce -2.1% 3,569,446 $88.6M
Boston Trust Walden Corp 0.64% Add +16.1% 3,520,960 $87.4M
T. Rowe Price Investment Management, Inc. 0.04% Reduce -42.8% 2,569,840 $63.8M
Champlain Investment Partners, LLC 0.47% Reduce -1.6% 2,496,072 $62.0M
Geode Capital Management, LLC 0.00% Add +1.1% 2,336,824 $58.0M
Jane Street Group, LLC 0.06% Add +347.0% 2,092,730 $51.9M
Wellington Management Group LLP 0.01% Reduce -63.6% 1,945,930 $48.3M
Fuller & Thaler Asset Management, Inc. 0.16% Reduce -33.7% 1,921,790 $47.7M
Silvercrest Asset Management Group LLC 0.29% Reduce -3.7% 1,787,420 $44.4M
William Blair Investment Management, LLC 0.11% Add +7.0% 1,654,737 $41.1M
Qube Research & Technologies Ltd 0.05% Add +119.5% 1,313,726 $32.6M
Marshall Wace, LLP 0.04% New 1,282,221 $31.8M
Millennium Management 0.03% Add +482.7% 1,246,236 $30.9M
Charles Schwab Investment Management Inc. 0.00% Add +0.6% 1,050,050 $26.1M
Handelsbanken Fonder AB 0.08% Add +16.3% 998,200 $24.8M
Franklin Resources Inc. 0.01% Add +1.2% 966,802 $24.0M
Northern Trust Corp. 0.00% Reduce -4.7% 934,231 $23.2M
Voloridge Investment Management, LLC 0.08% Add +781.1% 902,397 $22.4M
Royal Bank of Canada 0.00% Add +1035.9% 765,038 $19.0M
Ameriprise Financial Inc. 0.00% Add +282.8% 763,158 $18.9M
Morgan Stanley 0.00% Reduce -8.5% 754,217 $18.7M
Nuveen, LLC 0.00% Add +87.0% 696,015 $17.3M
T. Rowe Price Associates Inc. 0.00% Reduce -11.1% 694,885 $17.2M
Shapiro Capital Management LLC 0.74% New 691,975 $17.2M
Goldman Sachs Group Inc. 0.00% Add +71.4% 632,697 $15.7M
Bank of New York Mellon Corp 0.00% Reduce -9.2% 580,798 $14.4M
Stephens Investment Management Group LLC 0.17% Reduce -1.1% 534,386 $13.3M
Principal Financial Group Inc. 0.01% Add +6.9% 524,685 $13.0M
Balyasny Asset Management L.P. 0.02% Add +23.1% 480,566 $11.9M
UBS Group AG 0.00% Add +43.5% 476,317 $11.8M
Schwartz Investment Counsel Inc. 0.40% Add +8.6% 474,400 $11.8M
Barclays PLC 0.00% Add +14.9% 445,851 $11.1M
JPMorgan Chase & Co. 0.00% Reduce -18.6% 437,731 $10.9M
Edgestream Partners, L.P. 0.31% Add +68.0% 428,669 $10.6M
Invesco Ltd. 0.00% Add +11.7% 423,806 $10.5M
D. E. Shaw & Co. 0.01% Add +353.8% 411,434 $10.2M
BNP Paribas Financial Markets 0.01% Add +9.2% 410,304 $10.2M
Congress Asset Management Co. 0.07% Add +8.5% 409,490 $10.2M
Renaissance Technologies 0.01% Add +201.7% 405,800 $10.1M
Citadel Advisors 0.01% Reduce -17.0% 394,122 $9.8M
Two Sigma Investments, LP 0.02% Add +4299.4% 389,790 $9.7M
Public Sector Pension Investment Board 0.03% Add +15.2% 360,768 $9.0M
Prospector Partners LLC 1.01% Reduce -24.7% 333,818 $8.3M
Freestone Grove Partners LP 0.06% Add +191.8% 327,556 $8.1M
Bank of America Corp. 0.00% Reduce -28.1% 319,302 $7.9M
Arrowstreet Capital, Limited Partnership 0.00% Add +2189.6% 286,662 $7.1M
Rhumbline Advisers 0.01% Add +0.4% 267,575 $6.6M
Victory Capital Management Inc. 0.00% Reduce -32.1% 260,390 $6.5M
Impax Asset Management Group plc 0.04% No change 258,620 $6.4M
Legal & General Group Plc 0.00% Reduce -3.4% 248,079 $6.2M
Jump Financial, LLC 0.08% New 243,951 $6.1M
Algert Global LLC 0.10% Add +876.2% 243,470 $6.0M
Trexquant Investment LP 0.06% New 243,015 $6.0M
Lord, Abbett & Co. LLC 0.02% Reduce -0.4% 239,018 $5.9M
Verition Fund Management LLC 0.03% Reduce -19.6% 211,633 $5.3M
Bessemer Group Inc. 0.01% Add +1.1% 208,911 $5.2M
Tudor Investment Corporation 0.03% Add +468.7% 208,385 $5.2M
Engineers Gate Manager LP 0.06% Add +300.6% 203,794 $5.1M
Landscape Capital Management, L.L.C. 0.32% Add +1419.8% 201,679 $5.0M
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.00% Reduce -39.4% 192,398 $4.8M
Swiss National Bank 0.00% Add +1.0% 185,100 $4.6M
Teacher Retirement System of Texas 0.02% Add +12.7% 182,766 $4.5M
Schonfeld Strategic Advisors LLC 0.03% Add +55.0% 181,018 $4.5M
Benchstone Capital Management LP 0.61% Reduce -65.1% 180,899 $4.5M
Two Sigma Advisers, LP 0.01% New 176,500 $4.4M
Bridgewater Associates 0.02% New 166,481 $4.1M
Y-Intercept (Hong Kong) Ltd 0.10% Add +740.0% 162,845 $4.0M
Quantbot Technologies LP 0.11% Add +97.3% 160,786 $4.0M
Neuberger Berman Group LLC 0.00% Add +625.6% 158,741 $3.9M
Maverick Capital 0.05% New 155,823 $3.9M
Holocene Advisors, LP 0.01% Add +42.8% 148,448 $3.7M
Twinbeech Capital LP 0.15% Reduce -17.9% 148,131 $3.7M
Savoir Faire Capital Management, L.P. 1.30% Add +96.8% 145,956 $3.6M
Deutsche Bank AG 0.00% Add +113.2% 145,801 $3.6M
Madison Asset Management, LLC 0.04% Reduce -14.9% 143,592 $3.6M
Magnetar Financial LLC 0.02% Add +134.0% 141,076 $3.5M
Covea Finance 0.12% Reduce -45.4% 134,000 $3.3M
FIL Ltd 0.00% No change 133,420 $3.3M
Cohen Capital Management, Inc. 0.45% No change 116,364 $2.9M
Aquatic Capital Management LLC 0.05% Add +407.4% 113,643 $2.8M
Moody Aldrich Partners LLC 0.53% Reduce -16.2% 113,114 $2.8M
Gabelli Funds LLC 0.02% Add +12.6% 112,000 $2.8M
Envestnet Asset Management Inc. 0.00% Reduce -19.9% 111,717 $2.8M
Macquarie Group Ltd. 0.00% Reduce -35.7% 111,046 $2.8M
Alliancebernstein L.P. 0.00% Reduce -0.5% 104,204 $2.6M
Osaic Holdings, Inc. 0.00% Add +988.9% 101,093 $2.6M
New York State Teachers Retirement System 0.01% No change 102,719 $2.5M
Natixis 0.01% New 98,200 $2.4M
Prudential Financial Inc. 0.00% Reduce -2.8% 93,317 $2.3M
California State Teachers Retirement System 0.00% Add +0.0% 88,512 $2.2M
Citigroup Inc. 0.00% Reduce -3.9% 88,278 $2.2M
Jain Global LLC 0.03% New 85,108 $2.1M
Hussman Strategic Advisors, Inc. 0.45% New 84,000 $2.1M
Clark Estates Inc. 0.45% New 80,000 $2.0M
CANADA LIFE ASSURANCE Co 0.00% Reduce -4.7% 77,926 $1.9M
Van Hulzen Asset Management, LLC 0.13% Add +128.6% 72,962 $1.8M
State of New Jersey Common Pension Fund D 0.01% Add +32.1% 72,423 $1.8M
Gsa Capital Partners LLP 0.14% Add +802.8% 67,780 $1.7M
Brevan Howard Capital Management LP 0.02% New 67,635 $1.7M
Voya Investment Management LLC 0.00% Reduce -15.2% 67,303 $1.7M
American Century Companies Inc. 0.00% Add +228.1% 67,065 $1.7M
Thrivent Financial for Lutherans 0.00% Reduce -1.3% 66,731 $1.7M
Wells Fargo & Company 0.00% Add +17.7% 65,109 $1.6M
Gotham Asset Management 0.01% Add +505.4% 62,605 $1.6M
Allianz Asset Management GmbH 0.00% Reduce -30.2% 61,839 $1.5M
Massachusetts Financial Services Co. 0.00% Reduce -93.5% 61,191 $1.5M
Connors Investor Services Inc. 0.13% Reduce -2.0% 60,740 $1.5M
Occudo Quantitative Strategies LP 0.18% New 59,458 $1.5M
MetLife Investment Management, LLC 0.01% No change 55,952 $1.4M
Fox Run Management, L.L.C. 0.22% New 55,946 $1.4M
Susquehanna International Group, LLP 0.00% Reduce -56.3% 54,675 $1.4M
Caxton Associates LLP 0.04% New 53,460 $1.3M
Tidal Investments LLC 0.01% Add +28.4% 53,150 $1.3M
Hilton Capital Management, LLC 0.10% Add +5.8% 51,690 $1.3M
TD Asset Management Inc 0.00% Reduce -25.8% 51,602 $1.3M
State of Alaska, Department of Revenue 0.01% Reduce -6.8% 51,030 $1.3M
Illinois Municipal Retirement Fund 0.02% Reduce -2.3% 50,159 $1.2M
Creative Planning 0.00% Add +127.9% 48,638 $1.2M
Zurcher Kantonalbank (Zurich Cantonalbank) 0.00% Add +0.1% 48,487 $1.2M
Sei Investments Co. 0.00% Reduce -1.3% 47,659 $1.2M
Manufacturers Life Insurance Company, The 0.00% Reduce -4.3% 46,199 $1.1M
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 0.00% Reduce -15.2% 43,593 $1.1M
Louisiana State Employees Retirement System 0.02% Reduce -0.9% 42,500 $1.1M
Intech Investment Management LLC 0.01% Reduce -14.2% 41,884 $1.0M
Janus Henderson Group PLC 0.00% No change 40,181 $997K
Man Group plc 0.00% Add +82.0% 39,642 $984K
Harbor Capital Advisors, Inc. 0.08% Add +14004.7% 39,070 $970K
AlphaQuest LLC 0.06% Reduce -27.0% 39,078 $970K
Walleye Capital LLC 0.01% Reduce -67.4% 39,017 $968K
SG Americas Securities, LLC 0.00% Add +427.8% 38,616 $958K
Dana Investment Advisors, Inc. 0.03% Add +5.1% 37,074 $920K
Universal- Beteiligungs- und Servicegesellschaft mbH 0.00% Reduce -10.8% 37,017 $919K
Dark Forest Capital Management LP 0.03% New 36,961 $917K
Ensign Peak Advisors, Inc 0.00% Reduce -28.7% 34,163 $848K
State of Tennessee, Department of Treasury 0.00% No change 34,032 $845K
HRT Financial LP 0.00% New 33,282 $826K
KLP Kapitalforvaltning As 0.00% No change 32,800 $814K
AQR Capital Management 0.00% New 32,263 $801K
New York State Common Retirement Fund 0.00% No change 31,466 $781K
Raymond James Financial Inc. 0.00% Reduce -29.4% 31,249 $776K
First Trust Advisors LP 0.00% Reduce -66.4% 30,105 $747K
Boothbay Fund Management, LLC 0.02% New 29,465 $731K
Scientech Research LLC 0.25% New 29,091 $722K
Yousif Capital Management, LLC 0.01% Reduce -16.1% 28,672 $712K
South Dakota Investment Council 0.01% Reduce -6.9% 28,463 $706K
Exchange Traded Concepts, LLC 0.01% Reduce -46.6% 28,376 $704K
Diversified Trust Co. 0.01% Add +0.1% 28,310 $703K
Seizert Capital Partners, LLC 0.03% Reduce -1.4% 28,273 $702K
Arizona State Retirement System 0.00% Add +0.9% 28,254 $701K
XTX Topco Ltd 0.04% Add +55.5% 27,129 $673K
Amalgamated Bank 0.00% Add +3.5% 27,112 $673K
Comerica Bank 0.00% Reduce -18.4% 26,670 $662K
Pathstone Holdings, LLC 0.00% Add +25.3% 26,653 $662K
Police & Firemen's Retirement System of New Jersey 0.01% Add +26.8% 26,538 $659K
State Board of Administration of Florida Retirement System 0.00% No change 25,929 $644K
Nexpoint Asset Management, L.P. 0.06% No change 25,778 $640K
Danske Bank A/S 0.00% Reduce -91.5% 25,228 $626K
Teachers Retirement System of the State of Kentucky 0.00% No change 25,229 $626K
Commonwealth of Pennsylvania Public School Empls Retrmt SYS 0.00% Reduce -0.2% 23,557 $585K
GAMCO Investors 0.01% Reduce -0.9% 22,920 $569K
Vident Advisory, LLC 0.01% New 22,871 $568K
Quantinno Capital Management LP 0.00% Add +198.5% 22,778 $565K
Semanteon Capital Management, LP 0.71% New 22,664 $563K
Shelton Capital Management 0.01% Add +73.8% 22,588 $561K
Bridgefront Capital, LLC 0.16% Add +139.5% 21,947 $545K
Candriam S.C.A. 0.00% No change 21,641 $537K
Wolverine Trading, LLC 0.01% New 21,545 $530K
Ami Asset Management Corp. 0.03% Reduce -0.4% 21,312 $529K
Oregon Public Employees Retirement Fund 0.01% No change 20,832 $517K
Alamea Verwaltungs GmbH 0.35% Add +1.6% 20,553 $510K
Stifel Financial Corp. 0.00% Reduce -14.5% 20,416 $507K
Russell Investments Group, Ltd. 0.00% Add +572.0% 20,140 $500K
Campbell & CO Investment Adviser LLC 0.04% New 19,083 $474K
ProShare Advisors LLC 0.00% Reduce -15.5% 18,916 $469K
Headlands Technologies LLC 0.04% New 18,882 $469K
Alliance Wealth Advisors, LLC 0.10% Add +6.4% 17,569 $436K
Diversify Wealth Management, LLC 0.02% Add +2.4% 21,728 $431K
Cerity Partners LLC 0.00% Reduce -15.2% 17,299 $429K
Amundi 0.00% Reduce -11.2% 17,905 $425K
Natixis Advisors, LLC 0.00% Reduce -14.3% 16,805 $417K
Glenmede Investment Management, LP 0.00% Reduce -14.4% 15,759 $391K
State of Wisconsin Investment Board 0.00% Add +67.0% 15,256 $379K
Mackenzie Financial Corp. 0.00% New 15,039 $373K
Credit Agricole S A 0.00% — 15,000 $372K
PharVision Advisers, LLC 0.20% New 14,524 $360K
Pictet Asset Management Holding SA 0.00% No change 14,398 $357K
MQS Management LLC 0.21% Reduce -5.8% 14,303 $355K
Maryland State Retirement & Pension System 0.01% Reduce -50.1% 13,394 $332K
Virtu Financial LLC 0.02% Add +2.9% 12,741 $316K
LPL Financial LLC 0.00% Reduce -4.7% 12,291 $305K
Aigen Investment Management, LP 0.05% New 12,257 $304K
Thornburg Investment Management Inc. 0.00% Reduce -95.4% 11,885 $295K
Public Employees Retirement Association of Colorado 0.00% No change 11,217 $278K
EntryPoint Capital, LLC 0.11% New 11,043 $274K
Sherbrooke Park Advisers LLC 0.12% New 10,589 $263K
Fulton Bank, N.A. 0.01% Reduce -1.1% 10,401 $258K
Cynosure Group, LLC 0.03% No change 10,368 $257K
Mutual of America Capital Management LLC 0.00% Reduce -87.5% 10,361 $257K
Banque Pictet & Cie SA 0.00% Reduce -0.6% 10,351 $257K
Janney Capital Management LLC 0.02% Reduce -2.6% 10,102 $251K
DRW Securities, LLC 0.01% New 10,067 $250K
CIBC Bancorp USA Inc. 0.00% — 10,003 $248K
Rench Wealth Management, Inc. 0.07% No change 10,000 $248K
Guggenheim Capital LLC 0.00% Add +2.6% 9,133 $227K
HighTower Advisors, LLC 0.00% Reduce -24.4% 9,043 $224K
F/m Investments LLC 0.01% Reduce -2.7% 8,778 $218K
NorthCrest Asset Manangement, LLC 0.01% Add +6.1% 8,843 $215K
Inscription Capital, LLC 0.02% New 8,546 $212K
Pitcairn Co. 0.02% Reduce -23.9% 8,268 $205K
Bayforest Capital Ltd 0.10% Add +3671.6% 8,222 $204K
Fieldview Capital Management, LLC 0.03% New 8,164 $203K
Walleye Trading LLC 0.00% New 8,135 $202K
Ameritas Investment Partners, Inc. 0.01% Reduce -15.7% 8,049 $200K
New Age Alpha Advisors, LLC 0.01% Reduce -29.9% 6,899 $171K
Wealth Enhancement Advisory Services, LLC 0.00% New 6,717 $163K
Tower Research Capital LLC (TRC) 0.00% Reduce -57.7% 5,696 $141K
Northwestern Mutual Wealth Management Co. 0.00% Reduce -3.1% 5,535 $137K
PNC Financial Services Group, Inc. 0.00% Reduce -2.7% 5,144 $128K
Covestor Ltd 0.07% Add +49.2% 5,021 $125K
US Bancorp \de 0.00% Reduce -5.9% 3,951 $98K
Canada Pension Plan Investment Board 0.00% Add +143.8% 3,900 $97K
Quadrant Capital Group LLC 0.00% Reduce -60.5% 3,853 $96K
Rockefeller Capital Management L.P. 0.00% New 3,763 $93K
Blue Trust, Inc. 0.00% Reduce -40.8% 3,582 $89K
Nisa Investment Advisors, LLC 0.00% Add +9.1% 3,459 $86K
KBC Group NV 0.00% No change 3,052 $76K
Cwm, LLC 0.00% Add +343.0% 2,605 $65K
Sterling Capital Management LLC 0.00% Add +133.9% 2,463 $61K
Quarry LP 0.02% Add +19.2% 2,331 $58K
Smartleaf Asset Management LLC 0.00% Reduce -12.2% 1,619 $40K
CIBC Private Wealth Group LLC 0.00% Add +39.8% 1,454 $36K
Johnson Financial Group, Inc. 0.00% New 1,444 $36K
Shell Asset Management Co. 0.00% Reduce -59.2% 1,400 $35K
Leonteq Securities AG 0.00% Reduce -1.4% 1,304 $32K
Caitong International Asset Management Co., Ltd 0.02% Reduce -29.8% 1,227 $30K
State of Wyoming 0.00% Reduce -60.2% 1,101 $27K
Group One Trading LLC 0.00% New 1,093 $27K
Aster Capital Management (DIFC) Ltd 0.01% Reduce -54.0% 1,088 $27K
Salem Investment Counselors Inc. 0.00% No change 1,050 $26K
EverSource Wealth Advisors, LLC 0.00% Add +1.8% 984 $24K
Hantz Financial Services, Inc. 0.00% Add +1650.0% 980 $24K
Public Employees Retirement System of Ohio 0.00% Add +10.0% 911 $23K
Banque Cantonale Vaudoise 0.00% Reduce -70.9% 882 $22K
BNP PARIBAS ASSET MANAGEMENT Holding S.A. 0.00% Reduce -6.5% 814 $20K
Parallel Advisors, LLC 0.00% Reduce -10.7% 795 $20K
Principal Securities, Inc. 0.00% Reduce -39.3% 565 $14K
Lanark Financial, Inc. 0.00% No change 557 $14K
Optiver Holding B.V. 0.00% Add +125.6% 528 $13K
Versant Capital Management, Inc 0.00% Add +238.4% 423 $10K
CENTRAL TRUST Co 0.00% No change 400 $10K
UMB Bank, n.a. 0.00% Reduce -41.6% 395 $10K
Huntington National Bank 0.00% Add +22.4% 350 $9K
GAMMA Investing LLC 0.00% Reduce -77.5% 341 $8K
Fifth Third Bancorp 0.00% Add +25.4% 301 $7K
MassMutual Private Wealth & Trust, FSB 0.00% Add +65.7% 290 $7K
Rise Advisors, LLC 0.00% No change 267 $7K
Arax Advisory Partners 0.00% New 248 $6K
Signaturefd, LLC 0.00% Add +34.3% 239 $6K
Washington Trust Advisors, Inc. 0.00% No change 219 $5K
Barrow Hanley Mewhinney & Strauss LLC 0.00% New 213 $5K
Bare Financial Services, Inc 0.00% Add +30.3% 202 $5K
Parkside Financial Bank & Trust 0.00% Reduce -92.2% 190 $5K
Red Tortoise LLC 0.00% New 180 $4K
Root Financial Partners, LLC 0.00% New 132 $3K
Essential Partners LLC 0.00% New 128 $3K
Bell Investment Advisors, Inc 0.00% Add +59.2% 121 $3K
Advisory Services Network, LLC 0.00% New 116 $3K
MAI Capital Management 0.00% Reduce -68.2% 100 $2K
Allworth Financial LP 0.00% Add +87.8% 92 $2K
Mitsubishi UFJ Asset Management Co., Ltd. 0.00% No change 87 $2K
Bellevue Asset Management, LLC 0.00% No change 83 $2K
First Horizon Corp. 0.00% — 71 $2K
Wealthspire Advisors, LLC 0.00% New 71 $2K
Farther Finance Advisors, LLC 0.00% Add +268.4% 70 $2K
Jones Financial Companies LLLP 0.00% Add +21.1% 69 $2K
Kilter Group LLC 0.00% Add +17.3% 61 $2K
Farmers & Merchants Investments Inc. 0.00% No change 57 $1K
Clearstead Trust, LLC 0.00% No change 52 $1K
Fortitude Family Office, LLC 0.00% Add +2.6% 39 $968
Financial Network Wealth Advisors LLC 0.00% No change 30 $745
Physician Wealth Advisors, Inc. 0.00% New 26 $646
JFS Wealth Advisors, LLC 0.00% Reduce -23.3% 23 $571
Rialto Wealth Management, LLC 0.00% Add +1000.0% 22 $547
Montag A & Associates Inc. 0.00% New 19 $472
Hughes Financial Services, LLC 0.00% New 20 $384
DiNuzzo Private Wealth, Inc. 0.00% Reduce -33.3% 12 $344
True Wealth Design, LLC 0.00% Add +9.1% 12 $298
Rossby Financial, LCC 0.00% New 12 $298
Clearstead Advisors, LLC 0.00% Reduce -97.5% 12 $298
Abound Wealth Management 0.00% No change 7 $174
IFP Advisors, Inc 0.00% Add +0.0% 6 $149
Bay Harbor Wealth Management, LLC 0.00% Reduce -33.3% 4 $99
HFM Investment Advisors, LLC 0.00% Reduce -50.0% 3 $74
SBI Securities Co., Ltd. 0.00% No change 1 $25
Hemington Wealth Management 0.00% Reduce -67.8% 28 $0
Cloud Capital Management, LLC 0.00% New 9 $0

"% 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.