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Disclosery

SMPL SIMPLY GOOD FOODS CO

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Stock (common), issuer CIK 1702744

268 managers (278 13F filers) reported a position in SMPL shares at 2026-03-31, 89,530,805 shares in all. 62 filers opened a position and 55 filers sold out during the quarter.

Managers
268
13F filers
278
New
62
Added
100
Reduced
88
Sold out
55
Shares held by filers
89,530,805

Shares held by filers adds up every 13F filer's report, so a share reported by a parent and by its subsidiary counts twice (H9). Managers counts each filer group once.

13D and 13G filers

No 13D or 13G on this security in the data. Structured 13D/G data starts 2024-12-18.

Insider trades

No Form 4 transaction on this security in the data.

13F holders, Q1 2026

Filers in the available 13F reports with a share position at 2026-03-31, filer groups collapsed to one row (method), largest first. Options and principal amounts are left out. A group row states no % of portfolio, since each member reports its own portfolio: the members' percents are listed under it. A value about 1,000 times or 1/1,000 of the price other filers imply is shown as filed but neither ranks the row nor enters a sum.

HolderSharesValue% of portfolioChangeSource
TD PRIVATE CLIENT WEALTH LLC3,068$44K<0.01%013F-HRTimeline
KBC Group NVin group KBC Group NV3,052$44K<0.01%013F-HRTimelineGroup
Bayforest Capital Ltd3,057$43.9K0.05%new13F-HRTimeline
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…2,995$43K<0.01%+2,12513F-HR/ATimelineGroup
GAMMA Investing LLC2,801$40.2K<0.01%-3,67413F-HRTimeline
Blue Trust, Inc.2,656$38.1K<0.01%+72113F-HRTimeline
Parallel Advisors, LLC2,606$37.4K<0.01%+48013F-HR/ATimeline
HANTZ FINANCIAL SERVICES, INC.2,538$36K<0.01%+75113F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Versant Capital Management, Inc2,471$35.5K<0.01%+1,01013F-HRTimeline
Leonteq Securities AG2,309$33.1K<0.01%+1,13213F-HRTimeline
SIMPLEX TRADING, LLC2,283$32.8K<0.01%new13F-HRTimeline
US BANCORP \DE\in group US BANCORP \DE\1,881$27K<0.01%+32213F-HRTimelineGroup
NISA INVESTMENT ADVISORS, LLC1,557$22.3K<0.01%+23013F-HRTimeline
PUBLIC EMPLOYEES RETIREMENT SYSTEM OF O…1,518$21.8K<0.01%+39213F-HRTimeline
Sterling Capital Management LLC1,378$19.8K<0.01%-98113F-HRTimeline
Pinnacle Wealth Planning Services, Inc.1,305$18.7K<0.01%-1,46813F-HRTimeline
Aster Capital Management (DIFC) Ltd514$17.7K0.01%new13F-HRTimeline
SIGNATUREFD, LLC1,209$17.3K<0.01%-6,59713F-HRTimeline
Allworth Financial LP1,185$17K<0.01%+60013F-HRTimeline
UMB Bank, n.a.880$12.6K<0.01%+48013F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Cassaday & Co Wealth Management LLC843$12.1K<0.01%new13F-HRTimeline
MAI Capital Management818$11.7K<0.01%+71813F-HRTimeline
QUADRANT CAPITAL GROUP LLC791$11.4K<0.01%-5,70513F-HR/ATimeline
SALEM INVESTMENT COUNSELORS INC750$10.8K<0.01%new13F-HR/ATimeline
Smartleaf Asset Management LLC717$10.5K<0.01%-1,08713F-HRTimeline
Parkside Financial Bank & Trust583$8.37K<0.01%+10013F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP561$8.05K<0.01%+51713F-HRTimelineGroup
Covestor Ltd586$8K0.01%-6,10113F-HRTimeline
Essential Partners LLC508$7.29K<0.01%+44913F-HRTimeline
MassMutual Private Wealth & Trust, FSB505$7.25K<0.01%-12513F-HRTimeline
Owl Creek Wealth Partners LLC405$5.81K<0.01%13F-HRTimeline
ROTHSCHILD INVESTMENT LLC340$4.88K<0.01%+17613F-HRTimeline
Bare Financial Services, Inc295$4.23K<0.01%+20013F-HRTimeline
Kilter Group LLC219$3.14K<0.01%new13F-HRTimeline
Clearstead Advisors, LLC184$2.64K<0.01%new13F-HRTimeline
TWIN PEAKS WEALTH ADVISORS, LLC120$1.72K<0.01%new13F-HRTimeline
WHITTIER TRUST CO OF NEVADA INC118$1.68K<0.01%new13F-HRTimeline
ZIONS BANCORPORATION, NATIONAL ASSOCIAT…110$1.58K<0.01%new13F-HRTimeline
Mitsubishi UFJ Asset Management Co., Lt…in group Mitsubishi UFJ Trust & Bankin…87$1.25K<0.01%013F-HRTimelineGroup
FARMERS & MERCHANTS INVESTMENTS INCin group FARMERS & MERCHANTS INVESTMEN…57$818<0.01%013F-HRTimelineGroup
True Wealth Design, LLC55$790<0.01%new13F-HRTimeline
Fortitude Family Office, LLC42$603<0.01%-80913F-HRTimeline
Private Wealth Management Group, LLC40$574<0.01%-14513F-HRTimeline
Manchester Capital Management LLC39$560<0.01%new13F-HRTimeline
Rialto Wealth Management, LLC35$503<0.01%+913F-HRTimeline
IFP Advisors, Inc35$502<0.01%-813F-HRTimeline
Investors Portfolio Services LLC44$496<0.01%new13F-HRTimeline
Root Financial Partners, LLC33$474<0.01%+1013F-HRTimeline
Godfrey Financial Associates, Inc.32$459<0.01%013F-HRTimeline
SJS Investment Consulting Inc.26$374<0.01%new13F-HRTimeline
Prestige Wealth Management Group LLC18$259<0.01%new13F-HRTimeline
JFS WEALTH ADVISORS, LLC16$230<0.01%-113F-HRTimeline
FIRST HORIZON CORP9$129<0.01%013F-HRTimeline
SBI Securities Co., Ltd.9$129<0.01%013F-HRTimeline
Abound Wealth Management7$101<0.01%013F-HRTimeline
CVA Family Office, LLC5$72<0.01%new13F-HRTimeline
TD Waterhouse Canada Inc.5$71<0.01%-75913F-HRTimeline
Dunhill Financial, LLC2$37<0.01%-113F-HRTimeline
DiNuzzo Private Wealth, Inc.2$29<0.01%-113F-HRTimeline
Hughes Financial Services, LLC2$29<0.01%new13F-HRTimeline
Bay Harbor Wealth Management, LLC2$28<0.01%+113F-HRTimeline
HUNTINGTON NATIONAL BANKin group HUNTINGTON NATIONAL BANK1$14<0.01%-36013F-HRTimelineGroup
RAFFA WEALTH MANAGEMENT, LLC1$14<0.01%new13F-HRTimeline
Vermillion Wealth Management, Inc.1$14<0.01%new13F-HRTimeline
Keating Financial Advisory Services, In…1$14<0.01%013F-HRTimeline
Avion Wealth33$00%-7913F-HRTimelineValue filed as zero, left out of ratios.
Capital Advisors, Ltd. LLC13$00%-19913F-HRTimelineValue filed as zero, left out of ratios.
Cullen/Frost Bankers, Inc.in group Cullen/Frost Bankers, Inc.0$00%new13F-HRTimelineGroupValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.