LMP Capital and Income FundXSCDX
13F holders, Q4 2025 (December 31)60holders +5
10new positions
6sold out
$14.83avg. 13F price*
At the end of Q4 2025, 60 institutions reported holding LMP Capital and Income Fund (XSCDX) in their 13F filings, up 5 from Q3 2025. 10 opened new positions and 6 sold out. The largest holders were Sit Investment Associates Inc. ($42.0M), Raymond James Financial Inc. ($26.3M) and Morgan Stanley ($6.7M).
- Company
- LMP Capital and Income Fund
- CUSIP
- 50208A102
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q3 2025 → Q4 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 10 | $2.8M |
| Exits | 6 | $11.6M |
All 13F filers, Q3 2025 → Q4 2025: 784,953 shares bought and 1,320,051 shares sold, net −535,098 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 60 holders
| Sit Investment Associates Inc. | 0.83% | Reduce -8.0% | 2,837,709 | $42.0M |
| Raymond James Financial Inc. | 0.01% | Add +2.7% | 1,778,974 | $26.3M |
| Morgan Stanley | 0.00% | Add +10.7% | 455,427 | $6.7M |
| Z3 Capital Partners, LLC | 1.42% | — | 398,985 | $5.9M |
| Wells Fargo & Company | 0.00% | Add +35.3% | 264,820 | $3.9M |
| Wealth Enhancement Advisory Services, LLC | 0.00% | Add +48.5% | 202,691 | $3.1M |
| Wolverine Asset Management LLC | 0.16% | Add +648.2% | 191,235 | $2.8M |
| Advisors Asset Management, Inc. | 0.05% | Reduce -31.7% | 188,117 | $2.8M |
| Absolute Investment Advisers, LLC | 0.28% | Reduce -5.1% | 164,557 | $2.5M |
| Steward Partners Investment Advisory, LLC | 0.01% | Reduce -5.0% | 166,414 | $2.5M |
| Cornerstone Advisors, LLC | 0.05% | Reduce -66.3% | 100,773 | $1.5M |
| Yakira Capital Management, Inc. | 0.46% | Add +25.6% | 91,222 | $1.4M |
| Landscape Capital Management, L.L.C. | 0.08% | Reduce -8.3% | 83,889 | $1.2M |
| Shaker Financial Services, LLC | 0.39% | Add +341.1% | 83,807 | $1.2M |
| Royal Bank of Canada | 0.00% | Reduce -1.5% | 77,062 | $1.1M |
| Osaic Holdings, Inc. | 0.00% | Add +27.9% | 68,388 | $1.0M |
| LPL Financial LLC | 0.00% | Add +63.1% | 67,172 | $995K |
| Allspring Global Investments Holdings, LLC | 0.00% | New | 65,497 | $970K |
| Chapin Davis, Inc. | 0.21% | Add +9.6% | 61,816 | $915K |
| Quarry LP | 0.15% | Reduce -9.8% | 58,359 | $864K |
| AlphaStar Capital Management, LLC | 0.06% | Add +3.1% | 55,605 | $824K |
| Logan Stone Capital, LLC | 0.18% | New | 50,132 | $742K |
| UBS Group AG | 0.00% | Add +332.2% | 42,176 | $625K |
| NewEdge Advisors, LLC | 0.00% | Add +6.0% | 42,007 | $622K |
| Calamos Advisors LLC | 0.00% | New | 36,474 | $540K |
| Ameriprise Financial Inc. | 0.00% | Add +30.1% | 34,856 | $516K |
| International Assets Investment Management, LLC | 0.03% | Add +133.1% | 30,826 | $457K |
| Bank of America Corp. | 0.00% | Reduce -13.6% | 25,363 | $376K |
| Invesco Ltd. | 0.00% | Reduce -1.1% | 25,348 | $375K |
| Commonwealth Equity Services, LLC | 0.00% | Add +13.0% | 24,376 | $361K |
| NWF Advisory Services Inc. | 0.04% | Reduce -14.1% | 24,288 | $360K |
| PFG Advisors | 0.02% | Reduce -11.4% | 22,708 | $336K |
| Private Advisor Group, LLC | 0.00% | Add +2.7% | 22,534 | $334K |
| Envestnet Asset Management Inc. | 0.00% | Add +13.7% | 21,655 | $321K |
| Cetera Investment Advisers | 0.00% | Add +19.6% | 21,530 | $319K |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Add +1.3% | 21,134 | $313K |
| XML Financial, LLC | 0.02% | Reduce -19.4% | 20,523 | $304K |
| Comerica Bank | 0.00% | No change | 18,500 | $274K |
| Mercer Global Advisors Inc. | 0.00% | Add +10.7% | 17,898 | $265K |
| Truist Financial Corp. | 0.00% | Reduce -3.0% | 13,984 | $207K |
| World Investment Advisors | 0.00% | New | 13,588 | $201K |
| Harbour Wealth Management Group, Inc. | 0.15% | — | 13,162 | $195K |
| Vista Investment Partners Ii, LLC | 0.08% | No change | 12,053 | $178K |
| MGB Wealth Management, LLC | 0.05% | No change | 11,999 | $178K |
| Aurora Private Wealth, Inc. | 0.11% | — | 11,311 | $168K |
| Ashton Thomas Securities, LLC | 0.03% | Reduce -17.5% | 11,300 | $167K |
| Readystate Asset Management LP | 0.01% | New | 10,000 | $148K |
| Blue Bell Private Wealth Management, LLC | 0.02% | New | 7,816 | $116K |
| MAI Capital Management | 0.00% | No change | 6,000 | $89K |
| Kestra Advisory Services, LLC | 0.00% | New | 3,769 | $56K |
| CoreCap Advisors, LLC | 0.00% | No change | 1,200 | $18K |
| Navalign, LLC | 0.00% | New | 1,105 | $16K |
| Geneos Wealth Management Inc. | 0.00% | New | 800 | $12K |
| Farther Finance Advisors, LLC | 0.00% | No change | 650 | $10K |
| Allworth Financial LP | 0.00% | No change | 503 | $7K |
| Highline Wealth Partners LLC | 0.00% | No change | 250 | $4K |
| Beaird Harris Wealth Management, LLC | 0.00% | No change | 225 | $3K |
| Blue Trust, Inc. | 0.00% | New | 210 | $3K |
| FNY Investment Advisers, LLC | 0.00% | Reduce -87.5% | 100 | $1K |
| JPMorgan Chase & Co. | 0.00% | No change | 45 | $666 |
"% 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.