13FBOX
SIMPLY GOOD FOODS CO · 13F Institutional Holdings
Options Calculator Rankings
S

SIMPLY GOOD FOODS CO

SMPL
Institutions
299
Combined AUM (Q2 2026)
$1.15B
Combined Shares (Q2 2026)
86.3M
Overall Trend
Decrease
All institutions combined
📥 Inflow (Q1 2026→Q2 2026)
+20.4M
174 · 75 New Buys · ≈
📤 Outflow (Q1 2026→Q2 2026)
-24.2M
140 · 52 Exit · ≈
⚖️ Net
-3.8M
Net Sell
💰 Net Value
≈ —
est. price
Latest AUM (Q2 2026)
$1.15B
Institutions
299
New Buys
75
Adds
99
Reduces
88
Exits
52
Unchanged
37
Ownership TrendPortfolio %Prev Q %RankQ2 2026 ValueQ2 2026 SharesPrev Q ValuePrev Q SharesShares ChangeAction
BlackRock, Inc.
<0.01%<0.01%#120$180.9M13.6M$187.7M13.1M+543,410+4.15%Add
VANGUARD PORTFOLIO MANAGEMENT LLC
<0.01%<0.01%#110$73.1M5.5M$79.8M5.6M-56,806-1.02%Reduce
VANGUARD CAPITAL MANAGEMENT LLC
<0.01%<0.01%#173$49.1M3.7M$54.1M3.8M-71,555-1.90%Reduce
STATE STREET CORP
<0.01%<0.01%#160$45.8M3.5M$48.3M3.4M+83,592+2.48%Add
NORGES BANK
<0.01%0.01%#101$40.1M3.0M$38.9M1.1M+1.9M+167.61%Add
GEODE CAPITAL MANAGEMENT, LLC
<0.01%<0.01%#138$37.3M2.8M$31.6M2.2M+605,889+27.48%Add
River Road Asset Management, LLC
0.38%0.49%#6$34.2M2.6M$43.0M3.0M-421,519-14.05%Reduce
SILVERCREST ASSET MANAGEMENT GROUP LLC
0.22%0.23%#10$33.7M2.5M$32.3M2.3M+282,256+12.53%Add
T. Rowe Price Investment Management, Inc.
0.02%0.02%#42$33.6M2.5M$23.8M1.7M+868,727+52.32%Add
GOLDMAN SACHS GROUP INC
<0.01%<0.01%#116$32.1M2.4M$13.2M916,437+1.5M+163.97%Add
MORGAN STANLEY
<0.01%<0.01%#149$30.2M2.3M$18.7M754,217+1.5M+201.72%Add
BROWN ADVISORY INC
0.04%0.03%#28$28.2M2.1M$16.6M1.2M+962,551+83.02%Add
LSV ASSET MANAGEMENT
0.05%0.06%#24$27.3M2.1M$29.5M2.1M00.00%Unchanged
AQR CAPITAL MANAGEMENT LLC
0.01%<0.01%#71$25.2M1.9M$8.2M573,590+1.3M+230.57%Add
Boston Trust Walden Corp
0.18%0.43%#11$23.7M1.8M$52.2M3.6M-1.8M-50.82%Reduce
CHARLES SCHWAB INVESTMENT MANAGEMENT INC
<0.01%<0.01%#129$18.2M1.4M$17.4M1.2M+155,231+12.81%Add
HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC
0.05%0.03%#26$16.0M1.2M$11.2M781,860+422,390+54.02%Add
OAKTREE CAPITAL MANAGEMENT LP
0.22%0.25%#9$16.0M1.2M$16.2M1.1M+75,000+6.64%Add
FEDERATED HERMES, INC.
0.02%0.01%#45$14.6M1.1M$4.0M279,421+819,745+293.37%Add
DIMENSIONAL FUND ADVISORS LP
<0.01%0.01%#125$14.4M1.1M$43.1M3.0M-1.9M-63.91%Reduce
BALYASNY ASSET MANAGEMENT L.P.
0.02%<0.01%#50$14.0M1.1M$349,71024,370+1.0M+4,233.71%Add
NORTHERN TRUST CORP
<0.01%<0.01%#155$12.3M926,416$12.5M869,930+56,486+6.49%Add
HRT FINANCIAL LP
0.02%0.01%#43$12.1M911,007$5.7M398,622+512,385+128.54%Add
UBS Group AG
<0.01%<0.01%#150$12.1M910,565$11.6M810,896+99,669+12.29%Add
Walleye Capital LLC
0.04%0.03%#29$11.1M833,227$7.8M545,678+287,549+52.70%Add
TWO SIGMA INVESTMENTS, LP
0.01%#77$10.6M795,482$00+795,482New Buy
D. E. Shaw & Co., Inc.
<0.01%<0.01%#102$8.3M628,713$5.4M376,229+252,484+67.11%Add
FMR LLC
<0.01%<0.01%#221$8.0M600,198$40.5M2.8M-2.2M-78.72%Reduce
Edgestream Partners, L.P.
0.22%0.21%#8$7.6M570,207$6.4M446,670+123,537+27.66%Add
JPMORGAN CHASE & CO
<0.01%<0.01%#214$7.6M572,097$6.6M455,356+116,741+25.64%Add
Bank of New York Mellon Corp
<0.01%<0.01%#167$7.4M556,683$7.7M534,972+21,711+4.06%Add
VANGUARD FIDUCIARY TRUST CO
<0.01%<0.01%#148$7.4M554,631$8.4M582,589-27,958-4.80%Reduce
Handelsbanken Fonder AB
0.02%0.03%#46$7.3M546,547$8.5M591,000-44,453-7.52%Reduce
Invesco Ltd.
<0.01%<0.01%#203$7.0M527,875$7.0M485,932+41,943+8.63%Add
BANK OF AMERICA CORP /DE/
<0.01%<0.01%#213$6.7M504,098$14.9M1.0M-535,999-51.53%Reduce
Creative Planning
<0.01%<0.01%#104$6.4M481,412$2.9M203,552+277,860+136.51%Add
CITIGROUP INC
<0.01%<0.01%#139$6.0M454,425$3.0M207,005+247,420+119.52%Add
PRUDENTIAL FINANCIAL INC
0.01%<0.01%#83$6.0M448,405$1.5M106,610+341,795+320.60%Add
JUPITER ASSET MANAGEMENT LTD
0.03%0.05%#36$5.6M421,245$9.1M636,388-215,143-33.81%Reduce
Man Group plc
0.01%0.02%#72$5.5M412,418$11.9M832,284-419,866-50.45%Reduce
Pacer Advisors, Inc.
0.02%0.02%#51$5.4M409,677$6.7M469,445-59,768-12.73%Reduce
PRINCIPAL FINANCIAL GROUP INC
<0.01%<0.01%#124$5.3M402,365$6.0M415,531-13,166-3.17%Reduce
CastleKnight Management LP
0.07%#20$5.2M391,500$00+391,500New Buy
WELLS FARGO & COMPANY/MN
<0.01%<0.01%#186$5.1M385,773$4.4M308,588+77,185+25.01%Add
JANE STREET GROUP, LLC
<0.01%<0.01%#218$4.6M349,864$3.8M265,580+84,284+31.74%Add
FIRST TRUST ADVISORS LP
<0.01%#122$4.5M339,804$00+339,804New Buy
SEIZERT CAPITAL PARTNERS, LLC
0.18%0.2%#12$4.4M327,593$4.3M301,955+25,638+8.49%Add
Aquatic Capital Management LLC
0.14%0.15%#13$4.0M303,592$5.1M355,426-51,834-14.58%Reduce
Quantinno Capital Management LP
<0.01%0.01%#95$3.9M296,124$4.2M290,189+5,935+2.05%Add
Nuveen, LLC
<0.01%<0.01%#180$3.9M291,166$2.8M195,848+95,318+48.67%Add

🧭 Institutional Sector Flow Heatmap

Net Outflow Net Inflow