Sound Point Meridian Capital, Inc. (SPMA) — Institutional Holders, Q2 2026
15 institutional investment managers reported a SPMA position on SEC Form 13F-HR for the quarter ended June 30, 2026, with a combined reported value of $120.1M. Every filer is listed below, ranked by position value. Put and call option positions are excluded, and a firm filing several lots or share classes is shown once with its total.
SPMA in Q2 2026: what funds did
Funds that filed a 13F for both Q1 2026 and Q2 2026, by what they did with the common stock. Share counts are adjusted for any split between the two quarters; dollar figures are the change in shares at this quarter’s price.
Biggest buyers
- RAYMOND JAMES FINANCIALNew · +12,484 sh+$123.6K
- Prosperity Financial GroupNew · +10,199 sh+$101.0K
- OPPENHEIMERAdded · +8,000 sh+$79.2K
- UBS Group AGAdded · +4,739 sh+$46.9K
- Everest ManagementAdded · +3,618 sh+$35.8K
Biggest sellers
- JANE STREET GROUPSold out · -16,044 sh-$158.8K
- Virtus Investment AdvisersTrimmed · -14,605 sh-$144.6K
- Cerity PartnersTrimmed · -5,027 sh-$49.8K
- MORGAN STANLEYTrimmed · -2,887 sh-$28.6K
- GOLDMAN SACHS GROUPTrimmed · -763 sh-$7.6K
SPMA 13F holders ranked 1–15 of 15
| # | Institution | Shares | Value | % of portfolio | QoQShares vs Q1 2026 |
|---|---|---|---|---|---|
| 1 | KIM#1 · 10,790,928 sh | 10,790,928 | $106.8M | 10.65% | 0.0% |
| 2 | BANK OF AMERICA#2 · 500,000 sh | 500,000 | $5.0M | <0.01% | 0.0% |
| 3 | GOLDMAN SACHS GROUP#3 · 474,329 sh | 474,329 | $4.7M | <0.01% | -0.2% |
| 4 | Everest Management#4 · 100,437 sh | 100,437 | $994.3K | 0.37% | +3.7% |
| 5 | Allied Private Wealth#5 · 94,982 sh | 94,982 | $984.0K | 0.63% | — |
| 6 | Virtus Investment Advisers#6 · 52,537 sh | 52,537 | $520.1K | 0.12% | -21.8% |
| 7 | Advisory Solutions Group#7 · 31,935 sh | 31,935 | $316.2K | — | — |
| 8 | OPPENHEIMER#8 · 21,700 sh | 21,700 | $214.8K | — | +58.4% |
| 9 | Cerity Partners#9 · 15,243 sh | 15,243 | $150.9K | <0.01% | -24.8% |
| 10 | RAYMOND JAMES FINANCIAL#10 · 12,484 sh | 12,484 | $123.6K | 0.00% | New |
| 11 | Prosperity Financial Group#11 · 10,199 sh | 10,199 | $101.0K | 0.03% | New |
| 12 | UBS Group AG#12 · 9,059 sh | 9,059 | $89.7K | 0.00% | +109.7% |
| 13 | MORGAN STANLEY#13 · 5,127 sh | 5,127 | $50.8K | 0.00% | -36.0% |
| 14 | Strategic Wealth Partners, Ltd.#14 · 3,500 sh | 3,500 | $34.6K | <0.01% | New |
| 15 | OSAIC#15 · 111 sh | 111 | $1.1K | 0.00% | New |
Funds that sold out of SPMA in Q2 2026 (2)
Held SPMA at the end of Q1 2026 and filed a Q2 2026 13F without it. Not in the list above, because they no longer hold it. Largest prior position first.
| Institution | Shares sold | Value in Q1 2026 |
|---|---|---|
| JANE STREET GROUP16,044 sh | 16,044 | $143.6K |
| BNP PARIBAS FINANCIAL MARKETS200 sh | 200 | $1.8K |
Source: Form 13F-HR filings on SEC EDGAR, Q2 2026. Values are as reported by each manager at quarter end. “% of portfolio” is the position’s share of the manager’s total reported 13F value for the same quarter. “New” means the manager filed a 13F for Q1 2026 without this position; a dash means no comparison is available. Where a manager’s own filing is internally inconsistent its value is withheld and it is listed last. 13F data shows reported holdings, not recommendations.