LMP Capital and Income FundXSCDX
13F holders, Q3 2025 (September 30)55holders +3
10new positions
6sold out
$15.56avg. 13F price*
At the end of Q3 2025, 55 institutions reported holding LMP Capital and Income Fund (XSCDX) in their 13F filings, up 3 from Q2 2025. 10 opened new positions and 6 sold out. The largest holders were Sit Investment Associates Inc. ($47.9M), Raymond James Financial Inc. ($26.9M) and Polar Asset Management Partners Inc. ($8.7M).
- Company
- LMP Capital and Income Fund
- CUSIP
- 50208A102
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q2 2025 → Q3 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 10 | $5.5M |
| Exits | 6 | $4.3M |
All 13F filers, Q2 2025 → Q3 2025: 4,191,812 shares bought and 707,439 shares sold, net +3,484,373 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 55 holders
| Sit Investment Associates Inc. | 0.97% | Add +2389.1% | 3,085,036 | $47.9M |
| Raymond James Financial Inc. | 0.01% | Reduce -14.7% | 1,731,886 | $26.9M |
| Polar Asset Management Partners Inc. | 0.25% | Add +247.8% | 557,857 | $8.7M |
| Morgan Stanley | 0.00% | Add +5.1% | 411,352 | $6.4M |
| Cornerstone Advisors, LLC | 0.15% | Add +660.1% | 299,286 | $4.6M |
| Advisors Asset Management, Inc. | 0.07% | Reduce -22.1% | 275,565 | $4.3M |
| Wells Fargo & Company | 0.00% | Add +9.5% | 195,736 | $3.0M |
| Steward Partners Investment Advisory, LLC | 0.02% | Reduce -0.4% | 175,216 | $2.7M |
| Absolute Investment Advisers, LLC | 0.34% | New | 173,370 | $2.7M |
| Wealth Enhancement Advisory Services, LLC | 0.00% | Add +53.1% | 136,467 | $2.1M |
| Landscape Capital Management, L.L.C. | 0.09% | New | 91,494 | $1.4M |
| Royal Bank of Canada | 0.00% | Add +43.7% | 78,214 | $1.2M |
| Yakira Capital Management, Inc. | 0.42% | Add +132.7% | 72,654 | $1.1M |
| Astoria Portfolio Advisors LLC. | 0.27% | Add +15.1% | 64,889 | $1.0M |
| Quarry LP | 0.26% | Add +117.5% | 64,727 | $1.0M |
| Chapin Davis, Inc. | 0.21% | Add +7.1% | 56,387 | $876K |
| Second Line Capital, LLC | 0.17% | Reduce -25.0% | 53,700 | $843K |
| AlphaStar Capital Management, LLC | 0.07% | Add +4.5% | 53,914 | $837K |
| Aptus Capital Advisors, LLC | 0.01% | Reduce -25.0% | 53,700 | $834K |
| Osaic Holdings, Inc. | 0.00% | Reduce -3.2% | 53,450 | $831K |
| LPL Financial LLC | 0.00% | Add +37.8% | 41,195 | $640K |
| NewEdge Advisors, LLC | 0.00% | Add +4.6% | 39,625 | $615K |
| Bank of America Corp. | 0.00% | Add +4.3% | 29,349 | $456K |
| NWF Advisory Services Inc. | 0.05% | No change | 28,288 | $439K |
| Ameriprise Financial Inc. | 0.00% | Add +23.4% | 26,784 | $416K |
| PFG Advisors | 0.02% | Add +1.1% | 25,637 | $398K |
| Invesco Ltd. | 0.00% | Add +2.3% | 25,622 | $398K |
| Wolverine Asset Management LLC | 0.03% | New | 25,560 | $397K |
| XML Financial, LLC | 0.03% | No change | 25,468 | $396K |
| Private Advisor Group, LLC | 0.00% | Add +7.9% | 21,937 | $341K |
| Commonwealth Equity Services, LLC | 0.00% | Reduce -0.3% | 21,574 | $335K |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Add +38.3% | 20,871 | $324K |
| Shaker Financial Services, LLC | 0.10% | New | 19,000 | $297K |
| Envestnet Asset Management Inc. | 0.00% | Reduce -17.3% | 19,040 | $296K |
| Comerica Bank | 0.00% | No change | 18,500 | $287K |
| Cetera Investment Advisers | 0.00% | Add +12.3% | 17,998 | $280K |
| Mercer Global Advisors Inc. | 0.00% | New | 16,172 | $251K |
| Summit Wealth Group LLC / Co. | 0.03% | New | 3,706 | $243K |
| Truist Financial Corp. | 0.00% | New | 14,421 | $224K |
| Ashton Thomas Securities, LLC | 0.03% | Reduce -11.6% | 13,700 | $213K |
| International Assets Investment Management, LLC | 0.02% | No change | 13,226 | $208K |
| Vista Investment Partners Ii, LLC | 0.09% | Reduce -0.1% | 12,053 | $187K |
| MGB Wealth Management, LLC | 0.05% | No change | 11,999 | $186K |
| Laird Norton Wetherby Wealth Management, LLC | 0.01% | Reduce -48.3% | 11,792 | $183K |
| UBS Group AG | 0.00% | Reduce -0.7% | 9,759 | $152K |
| MAI Capital Management | 0.00% | No change | 6,000 | $93K |
| Creekmur Asset Management LLC | 0.01% | No change | 2,132 | $33K |
| CoreCap Advisors, LLC | 0.00% | No change | 1,200 | $19K |
| FNY Investment Advisers, LLC | 0.00% | No change | 800 | $12K |
| Farther Finance Advisors, LLC | 0.00% | No change | 650 | $10K |
| Allworth Financial LP | 0.00% | Reduce -79.9% | 503 | $8K |
| J.Safra Asset Management Corp | 0.00% | New | 500 | $8K |
| Highline Wealth Partners LLC | 0.00% | New | 250 | $4K |
| Beaird Harris Wealth Management, LLC | 0.00% | New | 225 | $3K |
| JPMorgan Chase & Co. | 0.00% | No change | 45 | $699 |
"% 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.