Stock ownership · SEC 13F · Q4 2025

SIMPLY GOOD FOODS CO

Who owns SIMPLY GOOD FOODS CO (CUSIP 82900L102)? A look at the institutions behind it, how tightly they hold it, and the latest quarter's moves.

$8.3M
Reported value
3
Institutions
100%
Top-5 share

The verdict

As of Q4 2025, 3 institutions report $8.3M in SIMPLY GOOD FOODS CO positions, ownership that is dominated by its top few institutional owners.

3
institutions hold it
$8.3M
reported 13F value
100%
held by top 5

Based on long positions reported to the SEC as of Q4 2025; 13F omits shorts, options and non-US holdings.

How 13F ownership is computed · All tracked stocks · Concentration rankings

SEC Form 13F-HR ownership desk

CUSIP 82900L102 · Q4 2025 $8M reported

VALUE-TRACE · HOLDERS-FOCUS · CONC-DOM · PHOTO-UNK · ACTIVITY-LIGHT · BOOK-MID

  • VALUE-TRACE $8.3M
  • HOLDERS-FOCUS 3 filers
  • CONC-DOM 100% top-5
  • PHOTO-UNK No peer
  • ACTIVITY-LIGHT 2 new
  • BOOK-MID 7Q history

Read with: Ownership concentration guide - SIMPLY GOOD FOODS CO's top-five holders account for 100% of reported value — read concentration before treating any single filer as a signal.

Largest institutional holders of SIMPLY GOOD FOODS CO
  1. 1
    Pacer Advisors, Inc. $6.5M
  2. 2
    Villanova Investment Management Co LLC $1.8M
  3. 3
    Bell Investment Advisors, Inc $502

Top 3 reported holders by value · Q4 2025

Institutional ownership over time

The number of institutions reporting a SIMPLY GOOD FOODS CO position has risen from 2 to 3 over the last 7 quarters of 13F filings.

0123456 Q1'24Q2'24Q3'24Q1'25Q2'25Q3'25Q4'25 3
Distinct 13F filers holding SIMPLY GOOD FOODS CO, by quarter

Top Institutional Holders

# Institution Shares Value Share of reported
1 Pacer Advisors, Inc. 323,674 $6.5M 78.4%
2 Villanova Investment Management Co LLC 89,330 $1.8M 21.6%
3 Bell Investment Advisors, Inc 25 $502 0.0%

Investment Discretion

SEC Form 13F requires each institutional filer to report whether it exercises sole or shared discretion over a position. Among SIMPLY GOOD FOODS CO's reported holders for Q4 2025, by reported value:

Sole discretion (SOLE)
100.0%

Latest Quarter Activity · Q4 2025

New positions (2)

Pacer Advisors, Inc. $6.5M
Villanova Investment Management Co LLC $1.8M

Complete exits (4)

CONNORS INVESTOR SERVICES INC exited
CIBC Bancorp USA Inc. exited
CIBC Private Wealth Group LLC exited
JPMORGAN CHASE & CO (JPM, AMJB, VYLD, JPM-PC, JPM-PD, JPM-PJ, JPM-PK, JPM-PL, JPM-PM) exited

Frequently Asked Questions

How many institutions hold SIMPLY GOOD FOODS CO?▼
SIMPLY GOOD FOODS CO is held by 3 institutional investors per the latest SEC Form 13F filings as of Q4 2025.
What is the total institutional value of SIMPLY GOOD FOODS CO?▼
Institutions report $8.3M of SIMPLY GOOD FOODS CO as of Q4 2025.
How concentrated is ownership of SIMPLY GOOD FOODS CO?▼
The top five institutional holders account for 100% of the reported institutional value in SIMPLY GOOD FOODS CO, making ownership dominated by its top few institutional owners.
Who is the largest institutional holder of SIMPLY GOOD FOODS CO?▼
Pacer Advisors, Inc. is the largest reported holder of SIMPLY GOOD FOODS CO with $6.5M across 323,674 shares as of Q4 2025.

Source: U.S. Securities and Exchange Commission (SEC) - EDGAR Form 13F-HR institutional holdings filings · Q4 2025 13F-HR discloses long US-listed equity positions of managers with $100M+ qualifying assets, filed within 45 days of period end. Short positions and most derivatives are not disclosed.

PlainFundData is rendered directly from SEC EDGAR Form 13F-HR institutional holdings filings, no number is typed in by an editor. Holder lists, concentration, and reported value on this page are aggregated live from those 13F-HR extracts. See our editorial standards & corrections policy, the methodology behind these numbers, or report a data error. Data current as of 2026-05-16.