Evid Invest
Who owns SPMCWhat SPMC owns — n/a

Who owns Sound Point Meridian Capital Inc?

Institutional ownership of SPMC from SEC Form 13F filings across 10 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.

10

13F holders

$11.3M

value, 2026 filers

5.5%

of shares outstanding (1.1M sh)

4

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
1BANK OF AMERICA CORP /DE/500,000$5.0M0.0%2.4%0.0%
2GOLDMAN SACHS GROUP INC474,329$4.7M0.0%2.3%-0.2%
3Allied Private Wealth LLCNEW94,982$984,0130.6%0.5%new
4OPPENHEIMER & CO INC21,700$214,8300.0%0.1%+58.4%
5Cerity Partners LLC15,243$150,9060.0%0.1%-24.8%
6RAYMOND JAMES FINANCIAL INCNEW12,484$123,5920.0%0.1%new
7UBS Group AG9,059$89,6850.0%0%+109.7%
8MORGAN STANLEY5,127$50,7610.0%0%-36.0%
9Strategic Wealth Partners, Ltd.NEW3,500$34,6500.0%0%new
10OSAIC 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 · options positioning · supply chain. 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.