SEC 13F Intelligence

SPMCSOUND POINT MERIDIAN CAP INC

CUSIP 83617A108 · Yahoo Finance ↗ · Google Finance ↗

Sound Point Meridian Cap Inc (SPMC) has 11 institutional holders in Filings Flow’s 13F database, together reporting 12.03M shares worth $108M as of Q1 2026. The largest reported holders are Kim, LLC, Bank Of America Corp /De/, and Goldman Sachs Group Inc.

Institutional Holders
11
Q1 2026
Reported Value
$108M
Ticker
SPMC
Quarters Tracked
2

Ownership Trend

Institutional holders
Q4 ’25: 16Q4 ’25Q1 ’26: 11Q1 ’26filingsflow.com
Total reported value
Q4 ’25: $166MQ4 ’25Q1 ’26: $108MQ1 ’26filingsflow.com

Holders

Mixed quarters
Manager% of PortfolioValueSharesQuarter
KIM, LLC$976M AUM9.90%$97M10.79MQ1 2026
Everest Management Corp.$197M AUM0.44%$866,53096.8KQ1 2026
Virtus Investment Advisers, LLC$363M AUM0.17%$600,92167.1KQ1 2026
Running Point Capital Advisors, LLC$367M AUM0.12%$433,28331.5KQ4 2025OLDER
Thomas J. Herzfeld Advisors, Inc.$294M AUM0.06%$188,65013.7KQ4 2025OLDER
Black Swift Group, LLC$571M AUM0.05%$309,37522.5KQ4 2025OLDER
OPPENHEIMER & CO INC$8.2B AUM0.00%$122,61513.7KQ1 2026
ENVESTNET ASSET MANAGEMENT INC$373.6B AUM0.00%$2M99.6KQ2 2025OLDER
GOLDMAN SACHS GROUP INC$870.9B AUM0.00%$4M475.1KQ1 2026
MARSHALL WACE, LLP$100.4B AUM0.00%$369,83526.9KQ4 2025OLDER
BANK OF AMERICA CORP /DE/$1.37T AUM0.00%$4M500.0KQ1 2026
Cerity Partners LLC$70.8B AUM0.00%$181,41420.3KQ1 2026
HARBOUR INVESTMENTS, INC.$6.5B AUM0.00%$3,470252Q4 2025OLDER
CITADEL ADVISORS LLC$618.5B AUM0.00%$388,12128.2KQ4 2025OLDER
MORGAN STANLEY$1.67T AUM0.00%$565,79041.1KQ1 2026
JANE STREET GROUP, LLC$777.2B AUM0.00%$143,59416.0KQ1 2026
Rockefeller Capital Management L.P.$56.4B AUM0.00%$6,281362Q3 2025OLDER
OSAIC HOLDINGS, INC.$68.3B AUM0.00%$6,281456Q4 2025OLDER
UBS Group AG$666.3B AUM0.00%$38,6644.3KQ1 2026
ROYAL BANK OF CANADA$570.1B AUM0.00%$5,000236Q3 2025OLDER
BNP PARIBAS FINANCIAL MARKETS$205.8B AUM0.00%$1,790200Q1 2026

Holdings are reported up to 45 days after quarter end. Share counts are as filed and not adjusted for stock splits.