17 institutions reported holding $120.1M of Sound Point Meridian Capital Inc (SPMC) in SEC 13F filings for 2026-06-30. Largest institutional holders: KIM, LLC ($106.8M), BANK OF AMERICA CORP /DE/ ($5.0M), GOLDMAN SACHS GROUP INC ($4.7M), Everest Management Corp. ($994,326), Allied Private Wealth LLC ($984,013). Source: SEC Form 13F.
| Rank | Institution | Value | Shares | Change |
|---|---|---|---|---|
| 1 | KIM, LLC | $106.8M | 10.8M | Hold |
| 2 | BANK OF AMERICA CORP /DE/ | $5.0M | 500,000 | Hold |
| 3 | GOLDMAN SACHS GROUP INC | $4.7M | 474,329 | Trimmed |
| 4 | Everest Management Corp. | $994,326 | 100,437 | Added |
| 5 | Allied Private Wealth LLC | $984,013 | 94,982 | New |
| 6 | Virtus Investment Advisers, LLC | $520,116 | 52,537 | Trimmed |
| 7 | Advisory Solutions Group, LLC | $316,157 | 31,935 | New |
| 8 | OPPENHEIMER & CO INC | $214,830 | 21,700 | Added |
| 9 | Cerity Partners LLC | $150,906 | 15,243 | Trimmed |
| 10 | RAYMOND JAMES FINANCIAL INC | $123,592 | 12,484 | New |
| 11 | Prosperity Financial Group, Inc. | $100,971 | 10,199 | New |
| 12 | UBS Group AG | $89,685 | 9,059 | Added |
| 13 | MORGAN STANLEY | $50,761 | 5,127 | Trimmed |
| 14 | Strategic Wealth Partners, Ltd. | $34,650 | 3,500 | New |
| 15 | OSAIC HOLDINGS, INC. | $1,099 | 111 | New |
| 16 | BNP PARIBAS FINANCIAL MARKETS | $0 | 0 | Exited |
| 17 | JANE STREET GROUP, LLC | $0 | 0 | Exited |
Source: SEC Form 13F filings · as of 2026-06-30