SPMC · Sound Point Meridian Capital, Inc.
$9.34
+0.12 (+1.30%)
At close · Aug 27
Market Cap
$190.20M
Shares
20.63M
Institutional ownership from SEC Form 13F filings. Investment managers with more than $100 million in U.S. equities must disclose their positions every quarter, within 45 days of quarter-end, so the holdings shown can lag the market by up to a quarter.
Holders: 15
Total Value: $120,013,446
Total Shares: 12,122,571
Institutional Ownership Trend
9 quarters
Holder Concentration
Across 15 13F filers · Δ vs Mar 31, 2026Top Holder
89.0%
−1.0 pts
Top 5
98.7%
−0.8 pts
Top 10
99.8%
−0.2 pts
HHI
7,958
Highly concentrated−173
Quarterly Activity
vs Mar 31, 2026
New
6
Increased
3
Decreased
4
Sold Out
2
Unchanged
2
Holder count:
+4
Institutional value:
+11.8%
Shares held:
+1.1%
Top Buyers
vs Mar 31, 2026| Institution | Added | Now Holds | Open |
|---|---|---|---|
| Mid OPPENHEIMER & CO INC | +8,000 | 21,700 | |
| Mega UBS Group AG | +4,739 | 9,059 | |
| Small Everest Management Corp. | +3,618 | 100,437 |
Top Sellers
vs Mar 31, 2026| Institution | Sold | Now Holds | Open |
|---|---|---|---|
| Small Virtus Investment Advisers, LLC | −14,605 | 52,537 | |
| Large Cerity Partners LLC | −5,027 | 15,243 | |
| Mega MORGAN STANLEY | −2,887 | 5,127 | |
| Mega GOLDMAN SACHS GROUP INC | −763 | 474,329 |
Top New Positions
vs Mar 31, 2026| Institution | Acquired | Value (USD) | Open |
|---|---|---|---|
| Micro Allied Private Wealth LLC | 94,982 | $940,321 | |
| Small Advisory Solutions Group, LLC | 31,935 | $316,156 | |
| Mega RAYMOND JAMES FINANCIAL INC | 12,484 | $123,591 | |
| Small Prosperity Financial Group, Inc. | 10,199 | $100,970 | |
| Mid Strategic Wealth Partners, Ltd. | 3,500 | $34,650 |
Top Sold-Out Positions
vs Mar 31, 2026| Institution | Previously Held | Last Value (USD) | Open |
|---|---|---|---|
| Mega JANE STREET GROUP, LLC | 16,044 | $143,593 | |
| Mega BNP PARIBAS ARBITRAGE, SA | 200 | $1,790 |
| Holder | Value (USD) | % of 13F | Shares | Type | Filed | Open |
|---|---|---|---|---|---|---|
| Small KIM, LLC | $106,830,187 | 89.02% | 10,790,928 | Shares | 2026-08-13 | |
| Mega BANK OF AMERICA CORP /DE/ Bank | $4,950,000 | 4.12% | 500,000 | Shares | 2026-08-14 | |
| Mega GOLDMAN SACHS GROUP INC | $4,695,857 | 3.91% | 474,329 | Shares | 2026-08-14 | |
| Small Everest Management Corp. | $994,326 | 0.83% | 100,437 | Shares | 2026-08-07 | |
| Micro Allied Private Wealth LLC | $940,321 | 0.78% | 94,982 | Shares | 2026-07-09 | |
| Small Virtus Investment Advisers, LLC | $520,116 | 0.43% | 52,537 | Shares | 2026-08-11 | |
| Small Advisory Solutions Group, LLC | $316,156 | 0.26% | 31,935 | Shares | 2026-07-29 | |
| Mid OPPENHEIMER & CO INC | $214,830 | 0.18% | 21,700 | Shares | 2026-08-03 | |
| Large Cerity Partners LLC | $150,905 | 0.13% | 15,243 | Shares | 2026-08-14 | |
| Mega RAYMOND JAMES FINANCIAL INC | $123,591 | 0.10% | 12,484 | Shares | 2026-08-14 | |
| Small Prosperity Financial Group, Inc. | $100,970 | 0.08% | 10,199 | Shares | 2026-07-28 | |
| Mega UBS Group AG | $89,683 | 0.07% | 9,059 | Shares | 2026-08-13 | |
| Mega MORGAN STANLEY | $50,756 | 0.04% | 5,127 | Shares | 2026-08-13 | |
| Mid Strategic Wealth Partners, Ltd. | $34,650 | 0.03% | 3,500 | Shares | 2026-08-12 | |
| Large OSAIC HOLDINGS, INC. | $1,098 | 0.00% | 111 | Shares | 2026-08-14 |
Key facts
CIK
1930147
CUSIP
83617A108
13F (30d)
13 filings
13 filers
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