The Simply Good FoodsSMPL
13F holders, Q1 2026 (March 31)277holders +10
62new positions
52sold out
8famous investors
$14.36avg. 13F price*
At the end of Q1 2026, 277 institutions reported holding The Simply Good Foods Co. (SMPL) in their 13F filings, up 10 from Q4 2025. 62 opened new positions and 52 sold out. The largest holders were BlackRock, Inc. ($187.7M), Vanguard Portfolio Management LLC ($79.8M) and Vanguard Capital Management LLC ($54.1M). 8 famous investors held it, including Howard Marks (0.4% of Oaktree Capital Management's portfolio), Joel Greenblatt (0.0% of Gotham Asset Management'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 Q4 2025 → Q1 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 62 | $121.6M |
| Exits | 52 | $63.5M |
All 13F filers, Q4 2025 → Q1 2026: 19,388,679 shares bought and 16,601,451 shares sold, net +2,787,228 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 277 holders
| BlackRock, Inc. | 0.00% | Reduce -5.3% | 13,079,538 | $187.7M |
| Vanguard Portfolio Management LLC | 0.00% | — | 5,563,881 | $79.8M |
| Vanguard Capital Management LLC | 0.00% | — | 3,771,064 | $54.1M |
| Boston Trust Walden Corp | 0.43% | Add +10.0% | 3,635,464 | $52.2M |
| State Street Corp. | 0.00% | Reduce -4.8% | 3,368,524 | $48.3M |
| Dimensional Fund Advisors LP | 0.01% | Reduce -24.3% | 3,006,266 | $43.1M |
| River Road Asset Management, LLC | 0.49% | Add +89.0% | 2,999,314 | $43.0M |
| FMR LLC | 0.00% | Reduce -48.7% | 2,820,638 | $40.5M |
| Silvercrest Asset Management Group LLC | 0.23% | Add +21.9% | 2,252,936 | $32.3M |
| Geode Capital Management, LLC | 0.00% | Reduce -5.5% | 2,204,463 | $31.6M |
| LSV Asset Management | 0.06% | New | 2,057,900 | $29.5M |
| Fuller & Thaler Asset Management, Inc. | 0.09% | Add +0.3% | 1,914,302 | $27.5M |
| William Blair Investment Management, LLC | 0.09% | Reduce -10.1% | 1,910,640 | $27.4M |
| T. Rowe Price Investment Management, Inc. | 0.02% | Reduce -12.4% | 1,660,555 | $23.8M |
| Morgan Stanley | 0.00% | Reduce -20.1% | 1,560,992 | $22.4M |
| Wellington Management Group LLP | 0.00% | Add +34.3% | 1,522,041 | $21.8M |
| Arrowstreet Capital, Limited Partnership | 0.01% | Add +179.7% | 1,472,753 | $21.1M |
| Ameriprise Financial Inc. | 0.00% | Add +49.0% | 1,259,785 | $18.1M |
| Charles Schwab Investment Management Inc. | 0.00% | Add +4.0% | 1,211,879 | $17.4M |
| Brown Advisory Inc. | 0.03% | New | 1,159,380 | $16.6M |
| Oaktree Capital Management | 0.38% | New | 1,128,889 | $16.2M |
| Bank of America Corp. | 0.00% | Add +23.6% | 1,040,097 | $14.9M |
| Qube Research & Technologies Ltd | 0.02% | Reduce -23.9% | 972,243 | $14.0M |
| T. Rowe Price Associates Inc. | 0.00% | Add +36.7% | 964,047 | $13.8M |
| Goldman Sachs Group Inc. | 0.00% | Reduce -4.2% | 916,437 | $13.2M |
| Northern Trust Corp. | 0.00% | Reduce -5.0% | 869,930 | $12.5M |
| Man Group plc | 0.03% | Add +251.3% | 832,284 | $11.9M |
| UBS Group AG | 0.00% | Add +591.8% | 810,896 | $11.6M |
| Hotchkis & Wiley Capital Management LLC | 0.03% | New | 781,860 | $11.2M |
| Jupiter Asset Management Ltd. | 0.05% | New | 636,388 | $9.1M |
| Shapiro Capital Management LLC | 0.56% | Reduce -54.8% | 628,065 | $9.0M |
| Handelsbanken Fonder AB | 0.03% | Add +1341.5% | 591,000 | $8.5M |
| Vanguard Fiduciary Trust Co. | 0.00% | — | 582,589 | $8.4M |
| AQR Capital Management | 0.00% | Add +388.9% | 573,590 | $8.2M |
| Bank of New York Mellon Corp | 0.00% | Reduce -10.8% | 534,972 | $7.7M |
| Walleye Capital LLC | 0.05% | Reduce -12.6% | 520,378 | $7.5M |
| Invesco Ltd. | 0.00% | Add +15.4% | 485,932 | $7.0M |
| Pacer Advisors, Inc. | 0.02% | Add +45.0% | 469,445 | $6.7M |
| SG Americas Securities, LLC | 0.01% | Add +782.6% | 465,390 | $6.7M |
| JPMorgan Chase & Co. | 0.00% | Add +136.1% | 455,356 | $6.6M |
| Healthcare of Ontario Pension Plan Trust Fund | 0.01% | Reduce -1.1% | 451,503 | $6.5M |
| Jump Financial, LLC | 0.11% | Reduce -1.3% | 446,684 | $6.4M |
| Edgestream Partners, L.P. | 0.21% | Add +158.6% | 446,670 | $6.4M |
| WINTON GROUP Ltd | 0.21% | Add +59.7% | 416,258 | $6.0M |
| Principal Financial Group Inc. | 0.00% | Reduce -26.0% | 415,531 | $6.0M |
| Assenagon Asset Management S.A. | 0.01% | Reduce -18.4% | 405,311 | $5.8M |
| HRT Financial LP | 0.01% | Add +145.6% | 398,622 | $5.7M |
| D. E. Shaw & Co. | 0.00% | Reduce -76.8% | 376,229 | $5.4M |
| Aquatic Capital Management LLC | 0.15% | New | 355,426 | $5.1M |
| Voloridge Investment Management, LLC | 0.02% | Reduce -68.7% | 318,552 | $4.6M |
| Wells Fargo & Company | 0.00% | Add +198.9% | 308,588 | $4.4M |
| Public Sector Pension Investment Board | 0.01% | Reduce -4.2% | 304,675 | $4.4M |
| Seizert Capital Partners, LLC | 0.20% | Add +44.8% | 301,955 | $4.3M |
| Ruffer LLP | 0.18% | New | 299,062 | $4.3M |
| Quantinno Capital Management LP | 0.01% | Add +748.7% | 290,189 | $4.2M |
| Federated Hermes, Inc. | 0.01% | New | 279,421 | $4.0M |
| XTX Topco Ltd | 0.07% | Add +10.2% | 266,775 | $3.8M |
| Jane Street Group, LLC | 0.00% | Reduce -74.6% | 265,580 | $3.8M |
| Raymond James Financial Inc. | 0.00% | Add +127.4% | 260,984 | $3.7M |
| Kestrel Investment Management Corp. | 2.21% | Add +90.3% | 258,050 | $3.7M |
| Connors Investor Services Inc. | 0.34% | Add +35.9% | 256,771 | $3.7M |
| Rhumbline Advisers | 0.00% | Reduce -4.6% | 245,731 | $3.5M |
| Victory Capital Management Inc. | 0.00% | Add +52.4% | 238,296 | $3.4M |
| Millennium Management | 0.00% | Reduce -1.8% | 224,428 | $3.2M |
| Eurizon Capital SGR S.p.A. | 0.01% | New | 220,451 | $3.2M |
| BNP Paribas Financial Markets | 0.00% | Reduce -52.6% | 218,612 | $3.1M |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 0.01% | Add +414.4% | 216,618 | $3.1M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.00% | Add +15.8% | 214,103 | $3.1M |
| Citigroup Inc. | 0.00% | Add +65.8% | 207,005 | $3.0M |
| Creative Planning | 0.00% | Add +15.5% | 203,552 | $2.9M |
| Legal & General Group Plc | 0.00% | Reduce -14.4% | 197,205 | $2.8M |
| Nuveen, LLC | 0.00% | Reduce -75.7% | 195,848 | $2.8M |
| Gotham Asset Management | 0.01% | Add +671.6% | 184,152 | $2.6M |
| Swiss National Bank | 0.00% | Reduce -7.6% | 174,000 | $2.5M |
| Alliancebernstein L.P. | 0.00% | Add +2.2% | 119,624 | $2.4M |
| New Age Alpha Advisors, LLC | 0.11% | Reduce -3.7% | 167,037 | $2.4M |
| Bridgefront Capital, LLC | 0.59% | New | 164,282 | $2.4M |
| Y-Intercept (Hong Kong) Ltd | 0.04% | Add +22.0% | 160,844 | $2.3M |
| Deutsche Bank AG | 0.00% | Reduce -1.5% | 158,792 | $2.3M |
| Brevan Howard Capital Management LP | 0.02% | Add +293.4% | 152,379 | $2.2M |
| Sei Investments Co. | 0.00% | Add +1049.1% | 143,874 | $2.1M |
| Madison Asset Management, LLC | 0.03% | Reduce -0.9% | 143,206 | $2.1M |
| Villanova Investment Management Co LLC | 2.08% | Add +58.4% | 141,483 | $2.0M |
| FIL Ltd | 0.00% | Reduce -0.5% | 132,812 | $1.9M |
| Taproot Management LP | 0.36% | Add +194.7% | 132,567 | $1.9M |
| Quantbot Technologies LP | 0.07% | Add +102.7% | 125,695 | $1.8M |
| Engineers Gate Manager LP | 0.02% | Reduce -43.6% | 124,276 | $1.8M |
| Renaissance Technologies | 0.00% | Reduce -73.0% | 123,000 | $1.8M |
| California State Teachers Retirement System | 0.00% | Add +32.3% | 116,880 | $1.7M |
| New York State Teachers Retirement System | 0.00% | Add +4.7% | 115,851 | $1.7M |
| Brooklyn Investment Group | 0.05% | New | 115,445 | $1.7M |
| Fifth Third Bancorp | 0.00% | Add +9700.3% | 114,859 | $1.6M |
| Bridgewater Associates | 0.01% | Add +10.0% | 110,216 | $1.6M |
| Clark Estates Inc. | 0.37% | Add +16.5% | 107,500 | $1.5M |
| Prudential Financial Inc. | 0.00% | Add +22.7% | 106,610 | $1.5M |
| Susquehanna International Group, LLP | 0.00% | New | 103,687 | $1.5M |
| Caisse de depot et placement du Quebec | 0.00% | New | 96,300 | $1.4M |
| Franklin Resources Inc. | 0.00% | Add +56.0% | 95,693 | $1.4M |
| Caxton Associates LLP | 0.03% | Add +11.7% | 93,925 | $1.3M |
| Schonfeld Strategic Advisors LLC | 0.01% | Add +125.6% | 92,379 | $1.3M |
| Voya Investment Management LLC | 0.00% | Add +34.2% | 91,727 | $1.3M |
| Gabelli Funds LLC | 0.01% | Reduce -15.7% | 91,000 | $1.3M |
| Graham Capital Management, L.P. | 0.06% | New | 89,107 | $1.3M |
| Empowered Funds, LLC | 0.01% | New | 88,194 | $1.3M |
| Headlands Technologies LLC | 0.14% | Add +28.1% | 84,692 | $1.2M |
| Envestnet Asset Management Inc. | 0.00% | Add +62.7% | 83,672 | $1.2M |
| American Century Companies Inc. | 0.00% | Add +9.3% | 83,440 | $1.2M |
| Robeco Institutional Asset Management B.V. | 0.00% | New | 80,341 | $1.2M |
| Barclays PLC | 0.00% | Reduce -57.3% | 78,699 | $1.1M |
| Russell Investments Group, Ltd. | 0.00% | Add +580.7% | 78,340 | $1.1M |
| VANGUARD ASSET MANAGEMENT, Ltd | 0.00% | — | 78,324 | $1.1M |
| State of Tennessee, Department of Treasury | 0.00% | Add +76.4% | 77,334 | $1.1M |
| Advisory Services Network, LLC | 0.01% | New | 76,317 | $1.1M |
| Nomura Asset Management International Inc. | 0.00% | New | 71,200 | $1.0M |
| CANADA LIFE ASSURANCE Co | 0.00% | Reduce -8.8% | 71,067 | $1.0M |
| Atom Investors LP | 0.07% | New | 70,584 | $1.0M |
| Thrivent Financial for Lutherans | 0.00% | Reduce -8.3% | 69,386 | $996K |
| Wesbanco Bank Inc. | 0.03% | Add +114.1% | 68,500 | $983K |
| Weiss Asset Management LP | 0.02% | New | 66,052 | $948K |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 0.00% | Add +121.5% | 65,254 | $936K |
| Fideuram - Intesa Sanpaolo Private Banking S.P.A. | 0.03% | New | 62,936 | $903K |
| Twinbeech Capital LP | 0.09% | New | 60,800 | $872K |
| Cohen Capital Management, Inc. | 0.13% | Reduce -0.4% | 59,997 | $861K |
| Illinois Municipal Retirement Fund | 0.01% | Add +2.0% | 53,688 | $770K |
| Harbor Capital Advisors, Inc. | 0.06% | Reduce -65.2% | 51,833 | $744K |
| Holocene Advisors, LP | 0.00% | Reduce -70.1% | 47,503 | $682K |
| Royce & Associates LP | 0.01% | Add +119.0% | 47,443 | $681K |
| MetLife Investment Management, LLC | 0.00% | Reduce -13.4% | 46,771 | $671K |
| State of Alaska, Department of Revenue | 0.01% | Reduce -9.0% | 46,737 | $670K |
| Capital Fund Management S.A. | 0.01% | New | 44,940 | $645K |
| Zacks Investment Management | 0.01% | New | 44,913 | $645K |
| Royal Bank of Canada | 0.00% | Add +33.9% | 43,357 | $623K |
| Vident Advisory, LLC | 0.01% | Add +41.7% | 43,251 | $621K |
| Amundi | 0.00% | Add +135.7% | 42,419 | $609K |
| Ancora Advisors LLC | 0.01% | New | 41,300 | $593K |
| Janney Montgomery Scott LLC | 0.00% | Reduce -0.2% | 40,668 | $584K |
| Manufacturers Life Insurance Company, The | 0.00% | Reduce -9.8% | 40,502 | $581K |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | 0.00% | Reduce -6.3% | 40,350 | $579K |
| Janus Henderson Group PLC | 0.00% | No change | 40,181 | $576K |
| KLP Kapitalforvaltning As | 0.00% | Add +3.8% | 38,000 | $545K |
| Louisiana State Employees Retirement System | 0.01% | Reduce -10.2% | 37,800 | $542K |
| Vanguard Global Advisers, LLC | 0.00% | — | 36,259 | $520K |
| Morningstar Investment Management LLC | 0.03% | New | 33,823 | $485K |
| GAMCO Investors | 0.00% | Add +13.8% | 32,920 | $472K |
| HSBC Holdings PLC | 0.00% | Add +4.1% | 30,788 | $443K |
| Pathstone Holdings, LLC | 0.00% | New | 30,649 | $440K |
| Cerity Partners LLC | 0.00% | Add +69.7% | 30,551 | $438K |
| iSAM Funds (UK) Ltd | 0.20% | New | 28,571 | $410K |
| New York State Common Retirement Fund | 0.00% | Reduce -15.9% | 26,466 | $380K |
| Canada Pension Plan Investment Board | 0.00% | Add +128.7% | 26,300 | $377K |
| South Dakota Investment Council | 0.01% | No change | 26,063 | $374K |
| State Board of Administration of Florida Retirement System | 0.00% | No change | 25,929 | $372K |
| Police & Firemen's Retirement System of New Jersey | 0.00% | No change | 24,758 | $355K |
| Amalgamated Bank | 0.00% | Reduce -7.9% | 24,760 | $355K |
| Balyasny Asset Management L.P. | 0.00% | Reduce -97.0% | 24,370 | $350K |
| EntryPoint Capital, LLC | 0.10% | New | 24,234 | $348K |
| Arizona State Retirement System | 0.00% | Reduce -8.9% | 24,157 | $347K |
| Yousif Capital Management, LLC | 0.00% | Reduce -7.4% | 23,038 | $331K |
| Teachers Retirement System of the State of Kentucky | 0.00% | No change | 22,971 | $330K |
| Shelton Capital Management | 0.01% | No change | 22,588 | $324K |
| Intech Investment Management LLC | 0.00% | Reduce -43.3% | 22,318 | $320K |
| Vanguard Investments Australia, Ltd. | 0.00% | — | 21,853 | $314K |
| Polymer Capital Management (US) LLC | 0.05% | New | 21,197 | $304K |
| Commonwealth of Pennsylvania Public School Empls Retrmt SYS | 0.00% | Reduce -7.4% | 21,062 | $302K |
| Verition Fund Management LLC | 0.00% | Reduce -88.9% | 19,888 | $285K |
| Van Hulzen Asset Management, LLC | 0.02% | Reduce -15.5% | 19,629 | $282K |
| Oregon Public Employees Retirement Fund | 0.00% | Reduce -7.6% | 19,439 | $279K |
| Allianz Asset Management GmbH | 0.00% | Reduce -48.3% | 18,865 | $271K |
| Mariner, LLC | 0.00% | Add +49.4% | 18,612 | $267K |
| Atria Investments, Inc | 0.00% | Add +53.0% | 18,514 | $266K |
| Cwm, LLC | 0.00% | Add +204.5% | 17,273 | $248K |
| Pictet Asset Management Holding SA | 0.00% | Add +17.8% | 16,955 | $243K |
| Empirical Asset Management, LLC | 0.06% | New | 16,325 | $234K |
| Wealth Enhancement Advisory Services, LLC | 0.00% | New | 16,429 | $233K |
| Exchange Traded Concepts, LLC | 0.00% | Reduce -41.4% | 16,162 | $232K |
| Abacus Wealth Partners, LLC | 0.02% | New | 15,218 | $218K |
| Credit Agricole S A | 0.00% | No change | 15,000 | $215K |
| Swiss Life Asset Management Ltd | 0.00% | New | 14,665 | $210K |
| Mercer Global Advisors Inc. | 0.00% | New | 13,882 | $199K |
| ProShare Advisors LLC | 0.00% | Reduce -25.8% | 13,373 | $192K |
| Voleon Capital Management LP | 0.00% | Reduce -65.8% | 12,810 | $184K |
| PNC Financial Services Group, Inc. | 0.00% | Reduce -15.0% | 12,714 | $182K |
| Lido Advisors, LLC | 0.00% | New | 12,626 | $181K |
| Vanguard Personalized Indexing Management, LLC | 0.00% | Reduce -17.1% | 12,573 | $180K |
| Jain Global LLC | 0.00% | Reduce -84.7% | 12,469 | $179K |
| Maryland State Retirement & Pension System | 0.00% | Reduce -8.7% | 12,234 | $176K |
| State of Wyoming | 0.02% | Add +24.4% | 12,005 | $172K |
| Two Sigma Securities, LLC | 0.02% | Add +10.1% | 11,822 | $170K |
| DAVENPORT & Co LLC | 0.00% | New | 11,559 | $166K |
| Public Employees Retirement Association of Colorado | 0.00% | No change | 11,217 | $161K |
| Neuberger Berman Group LLC | 0.00% | Reduce -88.0% | 11,205 | $161K |
| Centiva Capital, LP | 0.01% | New | 11,184 | $160K |
| Ensign Peak Advisors, Inc | 0.00% | No change | 10,963 | $157K |
| Guggenheim Capital LLC | 0.00% | New | 10,646 | $153K |
| Mackenzie Financial Corp. | 0.00% | Reduce -29.4% | 10,619 | $152K |
| Rench Wealth Management, Inc. | 0.04% | No change | 10,000 | $144K |
| Ameritas Investment Partners, Inc. | 0.00% | No change | 7,530 | $108K |
| Group One Trading LLC | 0.00% | New | 7,414 | $106K |
| Meeder Asset Management Inc. | 0.01% | No change | 7,100 | $102K |
| Rockefeller Capital Management L.P. | 0.00% | Add +114.9% | 6,341 | $91K |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 0.00% | Add +513.1% | 5,818 | $83K |
| Osaic Holdings, Inc. | 0.00% | Add +23.8% | 5,505 | $79K |
| Northwestern Mutual Wealth Management Co. | 0.00% | Reduce -2.7% | 5,386 | $77K |
| Farther Finance Advisors, LLC | 0.00% | Add +434.4% | 4,216 | $60K |
| Bessemer Group Inc. | 0.00% | Reduce -99.4% | 3,877 | $56K |
| Caitong International Asset Management Co., Ltd | 0.01% | Add +18395.2% | 3,884 | $56K |
| Larson Financial Group LLC | 0.00% | Add +214.5% | 3,167 | $45K |
| Tower Research Capital LLC (TRC) | 0.00% | Reduce -81.7% | 3,115 | $45K |
| TD Private Client Wealth LLC | 0.00% | No change | 3,068 | $44K |
| KBC Group NV | 0.00% | No change | 3,052 | $44K |
| Bayforest Capital Ltd | 0.05% | New | 3,057 | $44K |
| EverSource Wealth Advisors, LLC | 0.00% | Add +244.3% | 2,995 | $43K |
| GAMMA Investing LLC | 0.00% | Reduce -56.7% | 2,801 | $40K |
| Blue Trust, Inc. | 0.00% | Add +37.3% | 2,656 | $38K |
| Parallel Advisors, LLC | 0.00% | Add +22.6% | 2,606 | $37K |
| Hantz Financial Services, Inc. | 0.00% | Add +42.0% | 2,538 | $36K |
| Versant Capital Management, Inc | 0.00% | Add +69.1% | 2,471 | $35K |
| Leonteq Securities AG | 0.00% | Add +96.2% | 2,309 | $33K |
| Simplex Trading, LLC | 0.00% | New | 2,283 | $33K |
| US Bancorp \de | 0.00% | Add +20.6% | 1,881 | $27K |
| Nomura Asset Management Co. Ltd. | 0.00% | New | 1,800 | $26K |
| Nisa Investment Advisors, LLC | 0.00% | Add +17.3% | 1,557 | $22K |
| Public Employees Retirement System of Ohio | 0.00% | Add +34.8% | 1,518 | $22K |
| Sterling Capital Management LLC | 0.00% | Reduce -41.6% | 1,378 | $20K |
| Pinnacle Wealth Planning Services, Inc. | 0.00% | Reduce -52.9% | 1,305 | $19K |
| Aster Capital Management (DIFC) Ltd | 0.01% | New | 514 | $18K |
| Signaturefd, LLC | 0.00% | Reduce -84.5% | 1,209 | $17K |
| Allworth Financial LP | 0.00% | Add +102.6% | 1,185 | $17K |
| UMB Bank, n.a. | 0.00% | Add +120.0% | 880 | $13K |
| Cassaday & Co Wealth Management LLC | 0.00% | New | 843 | $12K |
| MAI Capital Management | 0.00% | Add +718.0% | 818 | $12K |
| Quadrant Capital Group LLC | 0.00% | Reduce -87.8% | 791 | $11K |
| Salem Investment Counselors Inc. | 0.00% | New | 750 | $11K |
| Smartleaf Asset Management LLC | 0.00% | Reduce -60.3% | 717 | $10K |
| Parkside Financial Bank & Trust | 0.00% | Add +20.7% | 583 | $8K |
| Jones Financial Companies LLLP | 0.00% | Add +1175.0% | 561 | $8K |
| Covestor Ltd | 0.01% | Reduce -91.2% | 586 | $8K |
| Essential Partners LLC | 0.00% | Add +761.0% | 508 | $7K |
| MassMutual Private Wealth & Trust, FSB | 0.00% | Reduce -19.8% | 505 | $7K |
| Owl Creek Wealth Partners LLC | 0.00% | — | 405 | $6K |
| Rothschild Investment LLC | 0.00% | Add +107.3% | 340 | $5K |
| Bare Financial Services, Inc | 0.00% | Add +210.5% | 295 | $4K |
| Kilter Group LLC | 0.00% | New | 219 | $3K |
| Clearstead Advisors, LLC | 0.00% | New | 184 | $3K |
| Twin Peaks Wealth Advisors, LLC | 0.00% | New | 120 | $2K |
| Whittier Trust Co. of Nevada Inc. | 0.00% | New | 118 | $2K |
| Zions Bancorporation, National Association | 0.00% | New | 110 | $2K |
| Mitsubishi UFJ Asset Management Co., Ltd. | 0.00% | No change | 87 | $1K |
| Farmers & Merchants Investments Inc. | 0.00% | No change | 57 | $818 |
| True Wealth Design, LLC | 0.00% | New | 55 | $790 |
| Fortitude Family Office, LLC | 0.00% | Reduce -95.1% | 42 | $603 |
| Private Wealth Management Group, LLC | 0.00% | Reduce -78.4% | 40 | $574 |
| Manchester Capital Management LLC | 0.00% | New | 39 | $560 |
| Rialto Wealth Management, LLC | 0.00% | Add +34.6% | 35 | $503 |
| IFP Advisors, Inc | 0.00% | Reduce -18.6% | 35 | $502 |
| Investors Portfolio Services LLC | 0.00% | New | 44 | $496 |
| Root Financial Partners, LLC | 0.00% | Add +43.5% | 33 | $474 |
| Godfrey Financial Associates, Inc. | 0.00% | No change | 32 | $459 |
| SJS Investment Consulting Inc. | 0.00% | New | 26 | $374 |
| Prestige Wealth Management Group LLC | 0.00% | New | 18 | $259 |
| JFS Wealth Advisors, LLC | 0.00% | Reduce -5.9% | 16 | $230 |
| First Horizon Corp. | 0.00% | No change | 9 | $129 |
| SBI Securities Co., Ltd. | 0.00% | No change | 9 | $129 |
| Ameritas Advisory Services, LLC | 0.00% | New | 9 | $129 |
| Abound Wealth Management | 0.00% | No change | 7 | $101 |
| CVA Family Office, LLC | 0.00% | New | 5 | $72 |
| TD Waterhouse Canada Inc. | 0.00% | Reduce -99.3% | 5 | $71 |
| Dunhill Financial, LLC | 0.00% | Reduce -33.3% | 2 | $37 |
| DiNuzzo Private Wealth, Inc. | 0.00% | Reduce -33.3% | 2 | $29 |
| Hughes Financial Services, LLC | 0.00% | New | 2 | $29 |
| Bay Harbor Wealth Management, LLC | 0.00% | Add +100.0% | 2 | $28 |
| Huntington National Bank | 0.00% | Reduce -99.7% | 1 | $14 |
| Raffa Wealth Management, LLC | 0.00% | New | 1 | $14 |
| Vermillion Wealth Management, Inc. | 0.00% | New | 1 | $14 |
| Keating Financial Advisory Services, Inc. | 0.00% | No change | 1 | $14 |
| Capital Advisors, Ltd. LLC | 0.00% | Reduce -93.9% | 13 | $0 |
| Avion Wealth | 0.00% | Reduce -70.5% | 33 | $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.