NEW YORK, NY
SOUND POINT MERIDIAN CAPITAL, INC.SPMC— Latest position per institution from SEC 13F filings
15
Institutional holders
12.43M
Total shares held
124.52M
Estimated value
621.49K
Avg. position size
KIM, LLC
CIK 1888968
Shares
10.79M
Value
106.83M
Filed
Jun 30, 2026
BANK OF AMERICA CORP /DE/
CIK 70858
Shares
500K
Value
4.95M
Filed
Jun 30, 2026
GOLDMAN SACHS GROUP INC
CIK 886982
Shares
474.33K
Value
4.70M
Filed
Jun 30, 2026
EVEREST PRIVATE WEALTH
CIK 2056683
Shares
100.44K
Value
994.33K
Filed
Jun 30, 2026
ENVESTNET ASSET MANAGEMENT INC
CIK 1407543
Shares
99.56K
Value
1.78M
Filed
Jun 30, 2025
ALLIED PRIVATE WEALTH LLC
CIK 2132253
Shares
94.98K
Value
984.01K
Filed
Jun 30, 2026
VIRTUS INVESTMENT ADVISERS, LLC
CIK 19481
Shares
52.54K
Value
520.12K
Filed
Jun 30, 2026
BRC GROUP HOLDINGS, INC.
CIK 1464790
Shares
47.51K
Value
147.28K
Filed
Sep 30, 2025
ADVISORY SOLUTIONS GROUP, LLC
CIK 2147643
Shares
31.93K
Value
316.16K
Filed
Jun 30, 2026
RUNNING POINT CAPITAL ADVISORS, LLC
CIK 1840629
Shares
31.51K
Value
433.28K
Filed
Dec 31, 2025
CITADEL ADVISORS LLC
CIK 1423053
Shares
28.23K
Value
388.12K
Filed
Dec 31, 2025
MARSHALL WACE, LLP
CIK 1318757
Shares
26.90K
Value
369.83K
Filed
Dec 31, 2025
RIVERNORTH CAPITAL MANAGEMENT, LLC
CIK 1447578
Shares
25.83K
Value
510.70K
Filed
Sep 30, 2024
CHOREO, LLC
CIK 1679031
Shares
23.40K
Value
466.52K
Filed
Mar 31, 2025
BLACK SWIFT GROUP, LLC
CIK 1704212
Shares
22.50K
Value
309.38K
Filed
Dec 31, 2025
OPPENHEIMER & CO INC
CIK 822581
Shares
21.70K
Value
214.83K
Filed
Jun 30, 2026
JANE STREET GROUP, LLC
CIK 1595888
Shares
16.04K
Value
143.59K
Filed
Mar 31, 2026
CERITY PARTNERS LLC
CIK 1566475
Shares
15.24K
Value
150.91K
Filed
Jun 30, 2026
THOMAS J. HERZFELD ADVISORS, INC.
CIK 1509510
Shares
13.72K
Value
188.65K
Filed
Dec 31, 2025
RAYMOND JAMES FINANCIAL INC
CIK 720005
Shares
12.48K
Value
123.59K
Filed
Jun 30, 2026
| # | Institution | CIK | Shares | Est. Value | Period |
|---|---|---|---|---|---|
| 1 | KIM, LLC | 1888968 | 10.79M | 106.83M | Jun 30, 2026 |
| 2 | BANK OF AMERICA CORP /DE/ | 70858 | 500K | 4.95M | Jun 30, 2026 |
| 3 | GOLDMAN SACHS GROUP INC | 886982 | 474.33K | 4.70M | Jun 30, 2026 |
| 4 | EVEREST PRIVATE WEALTH | 2056683 | 100.44K | 994.33K | Jun 30, 2026 |
| 5 | ENVESTNET ASSET MANAGEMENT INC | 1407543 | 99.56K | 1.78M | Jun 30, 2025 |
| 6 | ALLIED PRIVATE WEALTH LLC | 2132253 | 94.98K | 984.01K | Jun 30, 2026 |
| 7 | VIRTUS INVESTMENT ADVISERS, LLC | 19481 | 52.54K | 520.12K | Jun 30, 2026 |
| 8 | BRC GROUP HOLDINGS, INC. | 1464790 | 47.51K | 147.28K | Sep 30, 2025 |
| 9 | ADVISORY SOLUTIONS GROUP, LLC | 2147643 | 31.93K | 316.16K | Jun 30, 2026 |
| 10 | RUNNING POINT CAPITAL ADVISORS, LLC | 1840629 | 31.51K | 433.28K | Dec 31, 2025 |
| 11 | CITADEL ADVISORS LLC | 1423053 | 28.23K | 388.12K | Dec 31, 2025 |
| 12 | MARSHALL WACE, LLP | 1318757 | 26.90K | 369.83K | Dec 31, 2025 |
| 13 | RIVERNORTH CAPITAL MANAGEMENT, LLC | 1447578 | 25.83K | 510.70K | Sep 30, 2024 |
| 14 | CHOREO, LLC | 1679031 | 23.40K | 466.52K | Mar 31, 2025 |
| 15 | BLACK SWIFT GROUP, LLC | 1704212 | 22.50K | 309.38K | Dec 31, 2025 |
| 16 | OPPENHEIMER & CO INC | 822581 | 21.70K | 214.83K | Jun 30, 2026 |
| 17 | JANE STREET GROUP, LLC | 1595888 | 16.04K | 143.59K | Mar 31, 2026 |
| 18 | CERITY PARTNERS LLC | 1566475 | 15.24K | 150.91K | Jun 30, 2026 |
| 19 | THOMAS J. HERZFELD ADVISORS, INC. | 1509510 | 13.72K | 188.65K | Dec 31, 2025 |
| 20 | RAYMOND JAMES FINANCIAL INC | 720005 | 12.48K | 123.59K | Jun 30, 2026 |
Data sourced from SEC Form 13F institutional holdings reports. Positions reflect the most recent filing per institution.