SPMC · Sound Point Meridian Capital, Inc. · Shareholders & Ownership
Every disclosed holder of SPMC in one list: 13F institutions, Schedule 13D and 13G filers, insiders (Forms 3, 4 and 5) and registered funds, each from its own latest filing. Holders nest by CIK and SEC reporting links, never by name, and each is summed once.
Who Owns SPMC
13F quarter Sep 30, 2026, combined view: filers that have not filed yet carry their Jun 30, 2026 positionsNo chart: shares outstanding cannot be set against these holders.
| Holder group | Shares | % Out |
|---|---|---|
| Institutional (13F) | 12,148,718 | — |
| Insiders (Forms 3, 4, 5) | 5,458,586 | — |
| 13D/G-only blocks | 0 | — |
| Registered funds (N-PORT, not summed) | 52,537 | — |
% Out is unavailable: no shares outstanding count is on record.
13D/G-only counts each filer's latest 13D or 13G that no 13F report of the listing contains, that names no 13F filer and that no counted insider files. Funds are never summed: their shares sit inside their advisers' 13F reports.
Holders of SPMC
| # | Holder | Shares | As of | Notes |
|---|---|---|---|---|
| 1 |
|
10,790,928 | ||
| 2 |
|
5,269,453 | ||
| 3 |
BANK OF AMERICA CORP /DE/
13F
CIK 70858 · Bank · Jun 30, 2026
carried, not yet filed for the newest quarter
|
500,000 | ||
| 4 |
GOLDMAN SACHS GROUP INC
13F
CIK 886982 · Holding company · Jun 30, 2026
carried, not yet filed for the newest quarter
|
474,329 | ||
| 5 |
Everest Management Corp.
13F
CIK 2056683 · Unknown · Jun 30, 2026
carried, not yet filed for the newest quarter
|
100,437 | ||
| 6 |
Allied Private Wealth LLC
13F
CIK 2132253 · Registered investment adviser · Jun 30, 2026
carried, not yet filed for the newest quarter
|
94,982 | ||
| 7 |
|
93,905 | ||
| 8 |
|
81,741 | ||
| 9 |
Advisory Solutions Group, LLC
13F
CIK 2147643 · Unknown · Sep 30, 2026
|
58,082 | ||
| 10 |
Virtus Investment Advisers, LLC
13F
CIK 19481 · Registered investment adviser · Jun 30, 2026
carried, not yet filed for the newest quarter
|
52,537 | ||
| 10.1 |
Virtus Private Credit Strategy ETF
Fund
S000064727 · Registered fund · Jul 31, 2026
ETFis Series Trust I, not summed
|
52,537 | ||
| 11 |
OPPENHEIMER & CO INC
13F
CIK 822581 · Unknown · Jun 30, 2026
carried, not yet filed for the newest quarter
|
21,700 | ||
| 12 |
Cerity Partners LLC
13F
CIK 1566475 · Registered investment adviser · Jun 30, 2026
carried, not yet filed for the newest quarter
|
15,243 | ||
| 13 |
|
12,495 | ||
| 14 |
RAYMOND JAMES FINANCIAL INC
13F
CIK 720005 · Unknown · Jun 30, 2026
carried, not yet filed for the newest quarter
|
12,484 | ||
| 15 |
Prosperity Financial Group, Inc.
13F
CIK 1991334 · Unknown · Jun 30, 2026
carried, not yet filed for the newest quarter
|
10,199 | ||
| 16 |
|
9,059 | ||
| 17 |
MORGAN STANLEY
13F
CIK 895421 · Holding company · Jun 30, 2026
carried, not yet filed for the newest quarter
|
5,127 | ||
| 18 |
Strategic Wealth Partners, Ltd.
13F
CIK 1720777 · Registered investment adviser · Jun 30, 2026
carried, not yet filed for the newest quarter
|
3,500 | ||
| 19 |
|
500 | ||
| 20 |
|
492 | ||
| 21 |
OSAIC HOLDINGS, INC.
13F
CIK 1677044 · Holding company · Jun 30, 2026
carried, not yet filed for the newest quarter
|
111 |
Shares are restated onto today's split basis. Change compares each row with the same holder's previous filing in the same source; a dash means there is none to compare. Nested 13D/G, insider and fund rows are not summed, since a 13F report already holds them.