LMP Capital and Income FundXSCDX
13F holders, Q2 2026 (June 30)57holders +4
12new positions
8sold out
$15.65avg. 13F price*
At the end of Q2 2026, 57 institutions reported holding LMP Capital and Income Fund (XSCDX) in their 13F filings, up 4 from Q1 2026. 12 opened new positions and 8 sold out. The largest holders were Sit Investment Associates Inc. ($41.3M), Raymond James Financial Inc. ($19.6M) and Z3 Capital Partners, LLC ($6.7M).
- Company
- LMP Capital and Income Fund
- CUSIP
- 50208A102
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2026 → Q2 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 12 | $7.3M |
| Exits | 8 | $3.3M |
All 13F filers, Q1 2026 → Q2 2026: 888,319 shares bought and 1,029,808 shares sold, net −141,489 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 57 holders
| Sit Investment Associates Inc. | 0.78% | Reduce -5.2% | 2,635,988 | $41.3M |
| Raymond James Financial Inc. | 0.01% | Reduce -29.2% | 1,250,759 | $19.6M |
| Z3 Capital Partners, LLC | 1.40% | Add +1.3% | 425,705 | $6.7M |
| Morgan Stanley | 0.00% | Reduce -4.9% | 411,785 | $6.4M |
| Penserra Capital Management LLC | 0.05% | Add +4.0% | 400,669 | $6.3M |
| Shaker Financial Services, LLC | 1.63% | New | 333,414 | $5.2M |
| Wells Fargo & Company | 0.00% | Add +8.9% | 327,370 | $5.1M |
| Allspring Global Investments Holdings, LLC | 0.01% | Add +251.4% | 234,388 | $3.7M |
| Steward Partners Investment Advisory, LLC | 0.01% | Reduce -32.3% | 169,835 | $2.7M |
| Wealth Enhancement Advisory Services, LLC | 0.00% | Add +16.5% | 169,537 | $2.6M |
| Advisors Asset Management, Inc. | 0.04% | Add +19.5% | 148,994 | $2.3M |
| Wolverine Asset Management LLC | 0.12% | Add +71.8% | 142,755 | $2.2M |
| Osaic Holdings, Inc. | 0.00% | Add +39.2% | 111,980 | $1.8M |
| Royal Bank of Canada | 0.00% | Add +3.9% | 83,818 | $1.3M |
| Yakira Capital Management, Inc. | 0.34% | No change | 73,285 | $1.1M |
| LPL Financial LLC | 0.00% | Reduce -26.5% | 60,235 | $943K |
| Chapin Davis, Inc. | 0.14% | Add +0.8% | 52,416 | $820K |
| Wealth Care LLC | 0.63% | Add +1.1% | 49,813 | $780K |
| NewEdge Advisors, LLC | 0.00% | Add +3.8% | 47,911 | $750K |
| Calamos Advisors LLC | 0.00% | Add +7.1% | 44,362 | $694K |
| Ameriprise Financial Inc. | 0.00% | Add +12.5% | 37,966 | $594K |
| Readystate Asset Management LP | 0.04% | Add +279.4% | 37,940 | $594K |
| Logan Stone Capital, LLC | 0.11% | New | 32,089 | $502K |
| Landscape Capital Management, L.L.C. | 0.03% | Reduce -40.9% | 31,914 | $499K |
| International Assets Investment Management, LLC | 0.03% | Add +1.6% | 31,126 | $486K |
| AlphaStar Capital Management, LLC | 0.03% | Add +2.1% | 30,203 | $473K |
| Blue Bell Private Wealth Management, LLC | 0.05% | Add +352.0% | 26,947 | $422K |
| Mgo One Seven LLC | 0.01% | New | 26,364 | $413K |
| NWF Advisory Services Inc. | 0.04% | No change | 25,888 | $405K |
| Bank of America Corp. | 0.00% | Reduce -2.3% | 25,438 | $398K |
| Abel Hall, LLC | 0.07% | New | 25,000 | $391K |
| Independent Financial Group, LLC | 0.01% | New | 22,865 | $358K |
| Private Advisor Group, LLC | 0.00% | Add +4.2% | 20,937 | $328K |
| XML Financial, LLC | 0.02% | No change | 20,523 | $321K |
| Commonwealth Equity Services, LLC | 0.00% | Reduce -18.3% | 20,081 | $314K |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Add +0.1% | 19,980 | $313K |
| Fifth Third Bancorp | 0.00% | No change | 18,500 | $290K |
| Eclectic Associates Inc. | 0.03% | No change | 16,125 | $252K |
| Truist Financial Corp. | 0.00% | Add +2.5% | 14,385 | $225K |
| World Investment Advisors | 0.00% | No change | 14,727 | $222K |
| Harbour Wealth Management Group, Inc. | 0.14% | Add +1.9% | 13,467 | $211K |
| Level Four Advisory Services, LLC | 0.01% | Add +4.7% | 12,764 | $200K |
| Janney Montgomery Scott LLC | 0.00% | New | 12,519 | $196K |
| Aurora Private Wealth, Inc. | 0.12% | Add +4.5% | 11,818 | $185K |
| First National Trust Co | 0.01% | New | 11,581 | $181K |
| UBS Group AG | 0.00% | Add +1.0% | 10,062 | $157K |
| Rockefeller Capital Management L.P. | 0.00% | New | 2,000 | $31K |
| CoreCap Advisors, LLC | 0.00% | No change | 1,200 | $19K |
| Jones Financial Companies LLLP | 0.00% | New | 1,000 | $16K |
| IFP Advisors, Inc | 0.00% | New | 973 | $15K |
| Geneos Wealth Management Inc. | 0.00% | No change | 800 | $13K |
| Farther Finance Advisors, LLC | 0.00% | No change | 650 | $10K |
| Highline Wealth Partners LLC | 0.00% | No change | 250 | $4K |
| Institute for Wealth Management, LLC. | 0.00% | New | 250 | $4K |
| FNY Investment Advisers, LLC | 0.00% | No change | 200 | $3K |
| EverSource Wealth Advisors, LLC | 0.00% | New | 111 | $2K |
| JPMorgan Chase & Co. | 0.00% | No change | 45 | $707 |
"% of holder's portfolio" is XSCDX's weight in each manager's 13F, not the share of LMP Capital and Income Fund the manager owns.