NEW YORK, NY
SOUND POINT MERIDIAN CAPITAL, INC.SPMC— Latest position per institution from SEC 13F filings
15
Institutional holders
12.33M
Total shares held
112.33M
Estimated value
616.46K
Avg. position size
KIM, LLC
CIK 1888968
Shares
10.79M
Value
96.58M
Filed
Mar 31, 2026
BANK OF AMERICA CORP /DE/
CIK 70858
Shares
500K
Value
4.47M
Filed
Mar 31, 2026
GOLDMAN SACHS GROUP INC
CIK 886982
Shares
475.09K
Value
4.25M
Filed
Mar 31, 2026
ENVESTNET ASSET MANAGEMENT INC
CIK 1407543
Shares
99.56K
Value
1.78M
Filed
Jun 30, 2025
EVEREST MANAGEMENT CORP.
CIK 2056683
Shares
96.82K
Value
866.53K
Filed
Mar 31, 2026
VIRTUS INVESTMENT ADVISERS, LLC
CIK 19481
Shares
67.14K
Value
600.92K
Filed
Mar 31, 2026
BRC GROUP HOLDINGS, INC.
CIK 1464790
Shares
47.51K
Value
147.28K
Filed
Sep 30, 2025
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
CERITY PARTNERS LLC
CIK 1566475
Shares
20.27K
Value
181.41K
Filed
Mar 31, 2026
JANE STREET GROUP, LLC
CIK 1595888
Shares
16.04K
Value
143.59K
Filed
Mar 31, 2026
THOMAS J. HERZFELD ADVISORS, INC.
CIK 1509510
Shares
13.72K
Value
188.65K
Filed
Dec 31, 2025
OPPENHEIMER & CO INC
CIK 822581
Shares
13.70K
Value
122.61K
Filed
Mar 31, 2026
BLACKROCK, INC.
CIK 2012383
Shares
11.97K
Value
238.76K
Filed
Mar 31, 2025
FRANK, RIMERMAN ADVISORS LLC
CIK 1977560
Shares
10K
Value
200.40K
Filed
Jun 30, 2024
MORGAN STANLEY
CIK 895421
Shares
8.01K
Value
71.73K
Filed
Mar 31, 2026
| # | Institution | CIK | Shares | Est. Value | Period |
|---|---|---|---|---|---|
| 1 | KIM, LLC | 1888968 | 10.79M | 96.58M | Mar 31, 2026 |
| 2 | BANK OF AMERICA CORP /DE/ | 70858 | 500K | 4.47M | Mar 31, 2026 |
| 3 | GOLDMAN SACHS GROUP INC | 886982 | 475.09K | 4.25M | Mar 31, 2026 |
| 4 | ENVESTNET ASSET MANAGEMENT INC | 1407543 | 99.56K | 1.78M | Jun 30, 2025 |
| 5 | EVEREST MANAGEMENT CORP. | 2056683 | 96.82K | 866.53K | Mar 31, 2026 |
| 6 | VIRTUS INVESTMENT ADVISERS, LLC | 19481 | 67.14K | 600.92K | Mar 31, 2026 |
| 7 | BRC GROUP HOLDINGS, INC. | 1464790 | 47.51K | 147.28K | Sep 30, 2025 |
| 8 | RUNNING POINT CAPITAL ADVISORS, LLC | 1840629 | 31.51K | 433.28K | Dec 31, 2025 |
| 9 | CITADEL ADVISORS LLC | 1423053 | 28.23K | 388.12K | Dec 31, 2025 |
| 10 | MARSHALL WACE, LLP | 1318757 | 26.90K | 369.83K | Dec 31, 2025 |
| 11 | RIVERNORTH CAPITAL MANAGEMENT, LLC | 1447578 | 25.83K | 510.70K | Sep 30, 2024 |
| 12 | CHOREO, LLC | 1679031 | 23.40K | 466.52K | Mar 31, 2025 |
| 13 | BLACK SWIFT GROUP, LLC | 1704212 | 22.50K | 309.38K | Dec 31, 2025 |
| 14 | CERITY PARTNERS LLC | 1566475 | 20.27K | 181.41K | Mar 31, 2026 |
| 15 | JANE STREET GROUP, LLC | 1595888 | 16.04K | 143.59K | Mar 31, 2026 |
| 16 | THOMAS J. HERZFELD ADVISORS, INC. | 1509510 | 13.72K | 188.65K | Dec 31, 2025 |
| 17 | OPPENHEIMER & CO INC | 822581 | 13.70K | 122.61K | Mar 31, 2026 |
| 18 | BLACKROCK, INC. | 2012383 | 11.97K | 238.76K | Mar 31, 2025 |
| 19 | FRANK, RIMERMAN ADVISORS LLC | 1977560 | 10K | 200.40K | Jun 30, 2024 |
| 20 | MORGAN STANLEY | 895421 | 8.01K | 71.73K | Mar 31, 2026 |
Data sourced from SEC Form 13F institutional holdings reports. Positions reflect the most recent filing per institution.