AI Holders Summary · Q1 2026

297 institutions reported SMPL in Q1 2026. BlackRock, Inc. leads at 22.9% of the visible book.

Top holders

Sorted by position value. Source: SEC EDGAR 13F-HR filings.

Hide index funds / market makers / custodians(4 on this page)

#HolderValueShares% port.Quarter

BlackRock, Inc.

CIK 0002012383

$188M13.1M0.00%Q1 2026 02

Vanguard Portfolio Management

CIK 0002100121· Index

$80M5.6M0.00%Q1 2026 03

VANGUARD CAPITAL MANAGEMENT LLC

CIK 0002100119· Index

$54M3.8M0.00%Q1 2026 04

STATE STREET CORP

CIK 0000093751

$48M3.4M0.00%Q1 2026 05

DIMENSIONAL FUND ADVISORS LP

CIK 0000354204· Quasi-passive

$43M3.0M0.01%Q1 2026 06

FMR LLC

CIK 0000315066

$40M2.8M0.00%Q1 2026 07

River Road Asset Management, LLC

CIK 0001341401

$34M2.6M0.38%Q2 2026 08

D. E. Shaw & Co., Inc.

CIK 0001009207

$33M1.6M0.02%Q4 2025 09

SILVERCREST ASSET MANAGEMENT GROUP LLC

CIK 0001232395

$32M2.3M0.23%Q1 2026 10

GEODE CAPITAL MANAGEMENT, LLC

CIK 0001214717· Index

$32M2.2M0.00%Q1 2026 11

LSV ASSET MANAGEMENT

CIK 0001050470

$30M2.1M0.06%Q1 2026 12

FULLER & THALER ASSET MANAGEMENT, INC.

CIK 0001082327

$27M1.9M0.09%Q1 2026 13

WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC

CIK 0001644956

$27M1.9M0.09%Q1 2026 14

T. Rowe Price Investment Management, Inc.

CIK 0001897612

$24M1.7M0.02%Q1 2026 15

Boston Trust Walden Corp

CIK 0001534866

$24M1.8M0.18%Q2 2026 16

MORGAN STANLEY

CIK 0000895421

$22M1.6M0.00%Q1 2026 17

WELLINGTON MANAGEMENT GROUP LLP

CIK 0000902219

$22M1.5M0.00%Q1 2026 18

ARROWSTREET CAPITAL, LIMITED PARTNERSHIP

CIK 0001164508

$21M1.5M0.01%Q1 2026 19

VOLORIDGE INVESTMENT MANAGEMENT, LLC

CIK 0001556921

$20M1.0M0.07%Q4 2025 20

AMERIPRISE FINANCIAL INC

CIK 0000820027

$18M1.3M0.00%Q1 2026

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