The Simply Good FoodsSMPL
13F holders, Q4 2025 (December 31)267holders −33
43new positions
78sold out
9famous investors
$20.08avg. 13F price*
At the end of Q4 2025, 267 institutions reported holding The Simply Good Foods Co. (SMPL) in their 13F filings, down 33 from Q3 2025. 43 opened new positions and 78 sold out. The largest holders were BlackRock, Inc. ($277.5M), Vanguard Group Inc. ($213.5M) and FMR LLC ($110.3M). 9 famous investors held it, including David E. Shaw (0.0% of D. E. Shaw & Co.'s portfolio), Jim Simons / Peter Brown (0.0% of Renaissance Technologies's portfolio) and Ray Dalio (0.0% of Bridgewater Associates'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 2025 → Q4 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 43 | $92.9M |
| Exits | 78 | $174.7M |
All 13F filers, Q3 2025 → Q4 2025: 15,008,680 shares bought and 19,935,544 shares sold, net −4,926,864 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 267 holders
| BlackRock, Inc. | 0.00% | Add +3.6% | 13,818,789 | $277.5M |
| Vanguard Group Inc. | 0.00% | Add +2.4% | 10,631,429 | $213.5M |
| FMR LLC | 0.01% | Reduce -21.1% | 5,495,440 | $110.3M |
| Dimensional Fund Advisors LP | 0.02% | Reduce -7.4% | 3,973,183 | $79.8M |
| State Street Corp. | 0.00% | Reduce -0.9% | 3,538,666 | $71.1M |
| Boston Trust Walden Corp | 0.50% | Reduce -6.1% | 3,305,134 | $66.4M |
| Geode Capital Management, LLC | 0.00% | Reduce -0.2% | 2,332,980 | $46.9M |
| William Blair Investment Management, LLC | 0.12% | Add +28.4% | 2,124,640 | $42.7M |
| Morgan Stanley | 0.00% | Add +158.9% | 1,952,713 | $39.2M |
| Fuller & Thaler Asset Management, Inc. | 0.13% | Reduce -0.7% | 1,908,919 | $38.3M |
| T. Rowe Price Investment Management, Inc. | 0.02% | Reduce -26.2% | 1,895,829 | $38.1M |
| Silvercrest Asset Management Group LLC | 0.26% | Add +3.4% | 1,847,928 | $37.1M |
| D. E. Shaw & Co. | 0.03% | Add +293.9% | 1,620,442 | $32.5M |
| River Road Asset Management, LLC | 0.35% | New | 1,586,490 | $31.9M |
| Shapiro Capital Management LLC | 1.47% | Add +101.0% | 1,390,720 | $27.9M |
| Qube Research & Technologies Ltd | 0.04% | Reduce -2.8% | 1,277,338 | $25.6M |
| Charles Schwab Investment Management Inc. | 0.00% | Add +11.0% | 1,165,588 | $23.4M |
| Wellington Management Group LLP | 0.00% | Reduce -41.8% | 1,133,324 | $22.8M |
| Jane Street Group, LLC | 0.03% | Reduce -50.0% | 1,046,298 | $21.0M |
| Voloridge Investment Management, LLC | 0.07% | Add +12.6% | 1,016,156 | $20.4M |
| Goldman Sachs Group Inc. | 0.00% | Add +51.2% | 956,565 | $19.2M |
| Northern Trust Corp. | 0.00% | Reduce -2.0% | 915,806 | $18.4M |
| Two Sigma Investments, LP | 0.03% | Add +130.8% | 899,782 | $18.1M |
| Ameriprise Financial Inc. | 0.00% | Add +10.8% | 845,186 | $17.0M |
| Bank of America Corp. | 0.00% | Add +163.6% | 841,803 | $16.9M |
| Nuveen, LLC | 0.00% | Add +15.9% | 806,379 | $16.2M |
| Balyasny Asset Management L.P. | 0.03% | Add +66.2% | 798,836 | $16.0M |
| T. Rowe Price Associates Inc. | 0.00% | Add +1.5% | 705,176 | $14.2M |
| Bessemer Group Inc. | 0.02% | Add +230.7% | 690,863 | $13.9M |
| Bank of New York Mellon Corp | 0.00% | Add +3.3% | 599,768 | $12.0M |
| Walleye Capital LLC | 0.07% | Add +1425.9% | 595,360 | $12.0M |
| Principal Financial Group Inc. | 0.01% | Add +7.0% | 561,341 | $11.3M |
| Armistice Capital, LLC | 0.26% | New | 536,000 | $10.8M |
| Arrowstreet Capital, Limited Partnership | 0.01% | Add +83.7% | 526,537 | $10.6M |
| Assenagon Asset Management S.A. | 0.01% | New | 496,513 | $10.0M |
| BNP Paribas Financial Markets | 0.01% | Add +12.4% | 461,310 | $9.3M |
| Healthcare of Ontario Pension Plan Trust Fund | 0.02% | New | 456,468 | $9.2M |
| Renaissance Technologies | 0.01% | Add +12.4% | 456,212 | $9.2M |
| Jump Financial, LLC | 0.12% | Add +85.6% | 452,676 | $9.1M |
| Invesco Ltd. | 0.00% | Reduce -0.6% | 421,116 | $8.5M |
| Two Sigma Advisers, LP | 0.02% | Add +132.9% | 411,000 | $8.3M |
| Pacer Advisors, Inc. | 0.02% | New | 323,674 | $6.5M |
| Public Sector Pension Investment Board | 0.02% | Reduce -11.9% | 317,972 | $6.4M |
| Citadel Advisors | 0.00% | Reduce -24.1% | 299,065 | $6.0M |
| WINTON GROUP Ltd | 0.18% | New | 260,704 | $5.2M |
| Rhumbline Advisers | 0.00% | Reduce -3.8% | 257,530 | $5.2M |
| XTX Topco Ltd | 0.13% | Add +792.7% | 242,180 | $4.9M |
| Man Group plc | 0.01% | Add +497.7% | 236,931 | $4.8M |
| Legal & General Group Plc | 0.00% | Reduce -7.1% | 230,393 | $4.6M |
| Millennium Management | 0.00% | Reduce -81.7% | 228,461 | $4.6M |
| Engineers Gate Manager LP | 0.05% | Add +8.2% | 220,475 | $4.4M |
| Seizert Capital Partners, LLC | 0.18% | Add +637.8% | 208,597 | $4.2M |
| JPMorgan Chase & Co. | 0.00% | Reduce -55.9% | 192,862 | $3.9M |
| Connors Investor Services Inc. | 0.33% | Add +211.0% | 188,915 | $3.8M |
| Picton Mahoney Asset Management | 0.04% | New | 188,617 | $3.8M |
| Swiss National Bank | 0.00% | Add +1.7% | 188,300 | $3.8M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.00% | Reduce -3.9% | 184,904 | $3.7M |
| Barclays PLC | 0.00% | Reduce -58.7% | 184,146 | $3.7M |
| Verition Fund Management LLC | 0.02% | Reduce -15.5% | 178,762 | $3.6M |
| Creative Planning | 0.00% | Add +262.3% | 176,216 | $3.5M |
| Norges Bank | 0.00% | — | 175,399 | $3.5M |
| New Age Alpha Advisors, LLC | 0.15% | Add +2413.6% | 173,414 | $3.5M |
| Edgestream Partners, L.P. | 0.10% | Reduce -59.7% | 172,717 | $3.5M |
| HRT Financial LP | 0.01% | Add +387.6% | 162,280 | $3.3M |
| Deutsche Bank AG | 0.00% | Add +10.5% | 161,170 | $3.2M |
| Holocene Advisors, LP | 0.01% | Add +7.0% | 158,824 | $3.2M |
| Victory Capital Management Inc. | 0.00% | Reduce -40.0% | 156,353 | $3.1M |
| Harbor Capital Advisors, Inc. | 0.23% | Add +281.4% | 148,999 | $3.0M |
| Madison Asset Management, LLC | 0.03% | Add +0.7% | 144,519 | $2.9M |
| Kestrel Investment Management Corp. | 1.54% | New | 135,575 | $2.7M |
| FIL Ltd | 0.00% | No change | 133,420 | $2.7M |
| Y-Intercept (Hong Kong) Ltd | 0.06% | Reduce -19.0% | 131,883 | $2.6M |
| Trexquant Investment LP | 0.02% | Reduce -46.6% | 129,637 | $2.6M |
| Citigroup Inc. | 0.00% | Add +41.5% | 124,873 | $2.5M |
| AQR Capital Management | 0.00% | Add +263.7% | 117,332 | $2.4M |
| UBS Group AG | 0.00% | Reduce -75.4% | 117,212 | $2.4M |
| Alliancebernstein L.P. | 0.00% | Add +12.3% | 117,024 | $2.3M |
| Raymond James Financial Inc. | 0.00% | Add +267.3% | 114,786 | $2.3M |
| New York State Teachers Retirement System | 0.00% | Add +7.7% | 110,636 | $2.2M |
| State of New Jersey Common Pension Fund D | 0.01% | Add +51.3% | 109,541 | $2.2M |
| Gabelli Funds LLC | 0.01% | Reduce -3.6% | 108,000 | $2.2M |
| Wells Fargo & Company | 0.00% | Add +58.6% | 103,246 | $2.1M |
| Bridgewater Associates | 0.01% | Reduce -39.8% | 100,196 | $2.0M |
| Savoir Faire Capital Management, L.P. | 0.92% | Reduce -33.8% | 96,702 | $1.9M |
| Neuberger Berman Group LLC | 0.00% | Reduce -41.2% | 93,269 | $1.9M |
| Clark Estates Inc. | 0.45% | Add +15.4% | 92,300 | $1.9M |
| Villanova Investment Management Co LLC | 1.26% | New | 89,330 | $1.8M |
| California State Teachers Retirement System | 0.00% | Reduce -0.2% | 88,332 | $1.8M |
| Prudential Financial Inc. | 0.00% | Reduce -6.9% | 86,890 | $1.7M |
| Caxton Associates LLP | 0.03% | Add +57.3% | 84,078 | $1.7M |
| Comerica Bank | 0.01% | Add +213.3% | 83,548 | $1.7M |
| Campbell & CO Investment Adviser LLC | 0.08% | Add +329.0% | 81,874 | $1.6M |
| Jain Global LLC | 0.02% | Reduce -4.6% | 81,208 | $1.6M |
| Squarepoint Ops LLC | 0.00% | New | 80,175 | $1.6M |
| CANADA LIFE ASSURANCE Co | 0.00% | No change | 77,926 | $1.6M |
| Marshall Wace, LLP | 0.00% | Reduce -94.0% | 77,161 | $1.5M |
| American Century Companies Inc. | 0.00% | Add +13.8% | 76,316 | $1.5M |
| Thrivent Financial for Lutherans | 0.00% | Add +13.4% | 75,663 | $1.5M |
| Voya Investment Management LLC | 0.00% | Add +1.5% | 68,332 | $1.4M |
| Dark Forest Capital Management LP | 0.06% | Add +81.3% | 66,994 | $1.3M |
| Headlands Technologies LLC | 0.11% | Add +250.1% | 66,109 | $1.3M |
| Gsa Capital Partners LLP | 0.11% | Reduce -7.2% | 62,906 | $1.3M |
| Quantbot Technologies LP | 0.04% | Reduce -61.4% | 62,020 | $1.2M |
| Franklin Resources Inc. | 0.00% | Reduce -93.7% | 61,349 | $1.2M |
| Cohen Capital Management, Inc. | 0.18% | Reduce -48.2% | 60,262 | $1.2M |
| Lighthouse Investment Partners, LLC | 0.04% | New | 58,702 | $1.2M |
| MetLife Investment Management, LLC | 0.01% | Reduce -3.5% | 54,019 | $1.1M |
| SG Americas Securities, LLC | 0.00% | Add +36.5% | 52,730 | $1.1M |
| Illinois Municipal Retirement Fund | 0.01% | Add +5.0% | 52,641 | $1.1M |
| Maxi Investments CY Ltd | 0.19% | New | 51,700 | $1.0M |
| Envestnet Asset Management Inc. | 0.00% | Reduce -54.0% | 51,416 | $1.0M |
| State of Alaska, Department of Revenue | 0.01% | Add +0.7% | 51,378 | $1.0M |
| Taproot Management LP | 0.15% | — | 44,982 | $903K |
| Manufacturers Life Insurance Company, The | 0.00% | Reduce -2.8% | 44,909 | $902K |
| AlphaQuest LLC | 0.05% | Add +12.9% | 44,138 | $886K |
| Cynosure Group, LLC | 0.09% | Add +319.7% | 43,519 | $874K |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | 0.00% | Reduce -1.2% | 43,070 | $865K |
| Tudor Investment Corporation | 0.00% | Reduce -79.7% | 42,358 | $851K |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 0.00% | Add +13.8% | 42,110 | $846K |
| Louisiana State Employees Retirement System | 0.01% | Reduce -0.9% | 42,100 | $845K |
| Handelsbanken Fonder AB | 0.00% | Reduce -95.9% | 41,000 | $823K |
| State of Tennessee, Department of Treasury | 0.00% | Add +28.8% | 43,838 | $823K |
| Schonfeld Strategic Advisors LLC | 0.00% | Reduce -77.4% | 40,945 | $822K |
| Janney Montgomery Scott LLC | 0.00% | New | 40,750 | $818K |
| Janus Henderson Group PLC | 0.00% | No change | 40,181 | $807K |
| Intech Investment Management LLC | 0.01% | Reduce -6.0% | 39,358 | $790K |
| Brevan Howard Capital Management LP | 0.02% | Reduce -42.7% | 38,737 | $778K |
| Voleon Capital Management LP | 0.02% | New | 37,471 | $752K |
| KLP Kapitalforvaltning As | 0.00% | Add +11.6% | 36,600 | $735K |
| Allianz Asset Management GmbH | 0.00% | Reduce -41.0% | 36,476 | $732K |
| Quantinno Capital Management LP | 0.00% | Add +50.1% | 34,191 | $687K |
| Algert Global LLC | 0.01% | Reduce -86.4% | 33,040 | $663K |
| Royal Bank of Canada | 0.00% | Reduce -95.8% | 32,375 | $650K |
| Wesbanco Bank Inc. | 0.02% | New | 32,000 | $643K |
| Freestone Grove Partners LP | 0.00% | Reduce -90.3% | 31,829 | $639K |
| New York State Common Retirement Fund | 0.00% | No change | 31,466 | $632K |
| Vident Advisory, LLC | 0.01% | Add +33.5% | 30,523 | $613K |
| HSBC Holdings PLC | 0.00% | New | 29,567 | $599K |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 0.00% | Reduce -39.2% | 29,460 | $592K |
| GAMCO Investors | 0.01% | Add +26.2% | 28,920 | $581K |
| Exchange Traded Concepts, LLC | 0.00% | Reduce -2.9% | 27,566 | $554K |
| Amalgamated Bank | 0.00% | Reduce -0.8% | 26,883 | $540K |
| Arizona State Retirement System | 0.00% | Reduce -6.1% | 26,529 | $533K |
| South Dakota Investment Council | 0.01% | Reduce -8.4% | 26,063 | $523K |
| Yousif Capital Management, LLC | 0.01% | Reduce -13.2% | 24,875 | $523K |
| State Board of Administration of Florida Retirement System | 0.00% | No change | 25,929 | $521K |
| Police & Firemen's Retirement System of New Jersey | 0.00% | Reduce -6.7% | 24,758 | $497K |
| Gotham Asset Management | 0.00% | Reduce -61.9% | 23,867 | $479K |
| TD Asset Management Inc | 0.00% | Reduce -54.2% | 23,640 | $475K |
| Van Hulzen Asset Management, LLC | 0.03% | Reduce -68.2% | 23,226 | $466K |
| Teachers Retirement System of the State of Kentucky | 0.00% | Reduce -8.9% | 22,971 | $461K |
| Commonwealth of Pennsylvania Public School Empls Retrmt SYS | 0.00% | Reduce -3.5% | 22,744 | $457K |
| Shelton Capital Management | 0.01% | No change | 22,588 | $454K |
| Royce & Associates LP | 0.00% | New | 21,660 | $435K |
| Inceptionr LLC | 0.12% | New | 21,138 | $424K |
| Oregon Public Employees Retirement Fund | 0.01% | Add +1.0% | 21,032 | $422K |
| Prelude Capital Management, LLC | 0.03% | New | 20,329 | $408K |
| Oxford Asset Management LLP | 0.14% | New | 19,614 | $394K |
| ProShare Advisors LLC | 0.00% | Reduce -4.8% | 18,016 | $362K |
| Cerity Partners LLC | 0.00% | Add +4.0% | 18,000 | $361K |
| Amundi | 0.00% | Add +0.5% | 18,000 | $361K |
| Axq Capital, LP | 0.08% | New | 17,910 | $360K |
| Candriam S.C.A. | 0.00% | Reduce -20.0% | 17,318 | $348K |
| Teacher Retirement System of Texas | 0.00% | Reduce -90.6% | 17,160 | $345K |
| Tower Research Capital LLC (TRC) | 0.01% | Add +199.1% | 17,036 | $342K |
| Tidal Investments LLC | 0.00% | Reduce -70.0% | 15,947 | $320K |
| Vanguard Personalized Indexing Management, LLC | 0.00% | New | 15,171 | $305K |
| Corient Private Wealth LP | 0.00% | New | 15,057 | $302K |
| Credit Agricole S A | 0.00% | No change | 15,000 | $301K |
| PNC Financial Services Group, Inc. | 0.00% | Add +190.8% | 14,960 | $300K |
| Mackenzie Financial Corp. | 0.00% | No change | 15,039 | $298K |
| Counterpoint Mutual Funds LLC | 0.02% | New | 14,558 | $292K |
| Pictet Asset Management Holding SA | 0.00% | No change | 14,398 | $289K |
| Boothbay Fund Management, LLC | 0.01% | Reduce -51.6% | 14,273 | $287K |
| Quadrature Capital Ltd | 0.00% | New | 13,985 | $281K |
| Maryland State Retirement & Pension System | 0.01% | No change | 13,394 | $269K |
| PharVision Advisers, LLC | 0.13% | Reduce -10.4% | 13,006 | $261K |
| Sei Investments Co. | 0.00% | Reduce -73.7% | 12,521 | $251K |
| Mariner, LLC | 0.00% | New | 12,461 | $250K |
| HighTower Advisors, LLC | 0.00% | Add +35.3% | 12,236 | $246K |
| Atria Investments, Inc | 0.00% | New | 12,104 | $243K |
| Russell Investments Group, Ltd. | 0.00% | Reduce -42.9% | 11,509 | $231K |
| Canada Pension Plan Investment Board | 0.00% | Add +194.9% | 11,500 | $231K |
| Profund Advisors LLC | 0.01% | New | 11,250 | $226K |
| Public Employees Retirement Association of Colorado | 0.00% | No change | 11,217 | $225K |
| Ensign Peak Advisors, Inc | 0.00% | Reduce -67.9% | 10,963 | $220K |
| Two Sigma Securities, LLC | 0.03% | New | 10,742 | $216K |
| Mutual of America Capital Management LLC | 0.00% | Add +1.3% | 10,500 | $211K |
| Rench Wealth Management, Inc. | 0.06% | No change | 10,000 | $201K |
| State of Wyoming | 0.02% | Add +776.2% | 9,647 | $194K |
| Daytona Street Capital LLC | 0.12% | — | 7,900 | $159K |
| Signaturefd, LLC | 0.00% | Add +3166.1% | 7,806 | $157K |
| Ameritas Investment Partners, Inc. | 0.00% | Reduce -6.5% | 7,530 | $151K |
| Meeder Asset Management Inc. | 0.01% | New | 7,100 | $143K |
| Covestor Ltd | 0.07% | Add +33.2% | 6,687 | $134K |
| Quadrant Capital Group LLC | 0.00% | Add +68.6% | 6,496 | $130K |
| GAMMA Investing LLC | 0.01% | Add +1798.8% | 6,475 | $130K |
| Cwm, LLC | 0.00% | Add +117.8% | 5,673 | $114K |
| Northwestern Mutual Wealth Management Co. | 0.00% | No change | 5,535 | $111K |
| Osaic Holdings, Inc. | 0.00% | Reduce -95.6% | 4,446 | $89K |
| TD Private Client Wealth LLC | 0.00% | New | 3,068 | $62K |
| KBC Group NV | 0.00% | No change | 3,052 | $61K |
| Rockefeller Capital Management L.P. | 0.00% | Reduce -21.6% | 2,951 | $59K |
| Pinnacle Wealth Planning Services, Inc. | 0.01% | New | 2,773 | $56K |
| Sterling Capital Management LLC | 0.00% | Reduce -4.2% | 2,359 | $47K |
| Parallel Advisors, LLC | 0.00% | Add +167.4% | 2,126 | $43K |
| Blue Trust, Inc. | 0.00% | Reduce -46.0% | 1,935 | $39K |
| Hantz Financial Services, Inc. | 0.00% | Add +82.3% | 1,787 | $36K |
| Smartleaf Asset Management LLC | 0.00% | Add +11.4% | 1,804 | $36K |
| US Bancorp \de | 0.00% | Reduce -60.5% | 1,559 | $31K |
| CIBC Private Wealth Group LLC | 0.00% | Add +5.6% | 1,535 | $31K |
| Versant Capital Management, Inc | 0.00% | Add +245.4% | 1,461 | $29K |
| Nisa Investment Advisors, LLC | 0.00% | Reduce -61.6% | 1,327 | $27K |
| Danske Bank A/S | 0.00% | Reduce -95.2% | 1,200 | $24K |
| Leonteq Securities AG | 0.00% | Reduce -9.7% | 1,177 | $24K |
| Fifth Third Bancorp | 0.00% | Add +289.4% | 1,172 | $24K |
| Public Employees Retirement System of Ohio | 0.00% | Add +23.6% | 1,126 | $23K |
| Quarry LP | 0.00% | Reduce -55.0% | 1,050 | $21K |
| Larson Financial Group LLC | 0.00% | New | 1,007 | $20K |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 0.00% | Add +16.6% | 949 | $19K |
| Banque Cantonale Vaudoise | 0.00% | No change | 882 | $18K |
| EverSource Wealth Advisors, LLC | 0.00% | Reduce -11.6% | 870 | $17K |
| Fortitude Family Office, LLC | 0.00% | Add +2082.1% | 851 | $17K |
| Farther Finance Advisors, LLC | 0.00% | Add +1027.1% | 789 | $16K |
| TD Waterhouse Canada Inc. | 0.00% | New | 764 | $15K |
| Torren Management, LLC | 0.01% | — | 750 | $15K |
| Salomon & Ludwin, LLC | 0.00% | New | 735 | $14K |
| MassMutual Private Wealth & Trust, FSB | 0.00% | Add +117.2% | 630 | $13K |
| Allworth Financial LP | 0.00% | Add +535.9% | 585 | $12K |
| Parkside Financial Bank & Trust | 0.00% | Add +154.2% | 483 | $10K |
| Los Angeles Capital Management LLC | 0.00% | New | 418 | $8K |
| CENTRAL TRUST Co | 0.00% | No change | 400 | $8K |
| UMB Bank, n.a. | 0.00% | Add +1.3% | 400 | $8K |
| Huntington National Bank | 0.00% | Add +3.1% | 361 | $7K |
| Barrow Hanley Mewhinney & Strauss LLC | 0.00% | No change | 213 | $4K |
| Capital Advisors, Ltd. LLC | 0.00% | New | 212 | $4K |
| Assetmark, Inc. | 0.00% | New | 188 | $4K |
| Private Wealth Management Group, LLC | 0.00% | New | 185 | $4K |
| Rothschild Investment LLC | 0.00% | New | 164 | $3K |
| Arax Advisory Partners | 0.00% | Reduce -37.5% | 155 | $3K |
| SageView Advisory Group, LLC | 0.00% | New | 150 | $3K |
| Optiver Holding B.V. | 0.00% | Reduce -71.8% | 149 | $3K |
| MAI Capital Management | 0.00% | No change | 100 | $2K |
| Avion Wealth | 0.00% | New | 112 | $2K |
| Bare Financial Services, Inc | 0.00% | Reduce -53.0% | 95 | $2K |
| Mitsubishi UFJ Asset Management Co., Ltd. | 0.00% | No change | 87 | $2K |
| Essential Partners LLC | 0.00% | Reduce -53.9% | 59 | $1K |
| Farmers & Merchants Investments Inc. | 0.00% | No change | 57 | $1K |
| Physician Wealth Advisors, Inc. | 0.00% | Add +88.5% | 49 | $984 |
| Jones Financial Companies LLLP | 0.00% | Reduce -36.2% | 44 | $884 |
| IFP Advisors, Inc | 0.00% | Add +616.7% | 43 | $863 |
| Godfrey Financial Associates, Inc. | 0.00% | — | 32 | $643 |
| Rialto Wealth Management, LLC | 0.00% | Add +18.2% | 26 | $523 |
| Cornerstone Financial Management LLC | 0.00% | — | 26 | $522 |
| Bell Investment Advisors, Inc | 0.00% | Reduce -79.3% | 25 | $502 |
| Root Financial Partners, LLC | 0.00% | Reduce -82.6% | 23 | $462 |
| Caitong International Asset Management Co., Ltd | 0.00% | Reduce -98.3% | 21 | $422 |
| Ankerstar Wealth, LLC | 0.00% | — | 18 | $361 |
| JFS Wealth Advisors, LLC | 0.00% | Reduce -26.1% | 17 | $342 |
| First Horizon Corp. | 0.00% | Reduce -87.3% | 9 | $181 |
| SBI Securities Co., Ltd. | 0.00% | Add +800.0% | 9 | $181 |
| Gilpin Wealth Management, LLC | 0.00% | — | 8 | $161 |
| Abound Wealth Management | 0.00% | No change | 7 | $141 |
| DiNuzzo Private Wealth, Inc. | 0.00% | Reduce -75.0% | 3 | $61 |
| Dunhill Financial, LLC | 0.00% | New | 3 | $52 |
| Bay Harbor Wealth Management, LLC | 0.00% | Reduce -75.0% | 1 | $20 |
| Keating Financial Advisory Services, Inc. | 0.00% | — | 1 | $20 |
"% 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.