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Who owns SPMCWhat SPMC owns — n/a

Who owns Sound Point Meridian Capital Inc?

Prices and market caps: Cboe delayed data, at least 15 minutes delayed. Not real-time. Fundamentals from company filings.

Institutional ownership of SPMC from SEC Form 13F filings across 15 reporting managers. All positions are from one synchronized reporting period — 2026-06-30 books, filed up to 45 days after quarter end — so every row is comparable.

As of the 2026-06-30 reporting period, 15 institutions disclosed 12.1M shares of Sound Point Meridian Capital Inc worth $120.1M — about 59% of shares outstanding; the largest disclosed holder is KIM, LLC. Source: SEC Form 13F filings, parsed by EvidInvest.

15

13F holders

$120.1M

value, 2026 filers

59%

of shares outstanding (12.1M sh)

6

new positions (2026 filers)

Top institutional holders

ordered by shares owned · positions as of 2026-06-30 · % of fund = share of the manager's own book · % of co. = share of SPMC's shares outstanding

#ManagerSharesValue% of fund% of co.Δ shares QoQ
1KIM, LLC10.8M$106.8M10.6%52.5%0.0%
2BANK OF AMERICA CORP /DE/500,000$5.0M0.0%2.4%0.0%
3GOLDMAN SACHS GROUP INC474,329$4.7M0.0%2.3%-0.2%
4Everest Private Wealth100,437$994,3260.4%0.5%+3.7%
5Allied Private Wealth LLCNEW94,982$984,0130.6%0.5%new
6Virtus Investment Advisers, LLC52,537$520,1160.1%0.3%-21.8%
7Advisory Solutions Group, LLCNEW31,935$316,1570.1%0.2%new
8OPPENHEIMER & CO INC21,700$214,8300.0%0.1%+58.4%
9Cerity Partners LLC15,243$150,9060.0%0.1%-24.8%
10RAYMOND JAMES FINANCIAL INCNEW12,484$123,5920.0%0.1%new
11Prosperity Financial Group, Inc.NEW10,199$100,9710.0%0%new
12UBS Group AG9,059$89,6850.0%0%+109.7%
13MORGAN STANLEY5,127$50,7610.0%0%-36.0%
14Strategic Wealth Partners, Ltd.NEW3,500$34,6500.0%0%new
15OSAIC HOLDINGS, INC.NEW111$1,0990.0%0%new

Source: SEC Form 13F-HR filings (institutional managers over $100M in US-listed positions). 13Fs disclose long positions only, up to 45 days after quarter end; each manager's latest filed quarter is shown per row and dollar values are the manager's filed marks. Aggregates labeled "2026 filers" count only managers whose latest book is a 2026 quarter. Related: valuation. Research, not investment advice.

EvidInvest is an independent research and information tool. Figures are calculated from public SEC filings and third-party market data and are provided for informational and educational purposes only. EvidInvest does not provide investment advice, brokerage, or financial services, and is not affiliated with any company it covers. Verify all figures against primary sources before making any decision.