LMP Capital and Income FundXSCDX
13F holders, Q1 2026 (March 31)53holders −7
5new positions
11sold out
$14.93avg. 13F price*
At the end of Q1 2026, 53 institutions reported holding LMP Capital and Income Fund (XSCDX) in their 13F filings, down 7 from Q4 2025. 5 opened new positions and 11 sold out. The largest holders were Sit Investment Associates Inc. ($41.5M), Raymond James Financial Inc. ($26.4M) and Morgan Stanley ($6.5M).
- Company
- LMP Capital and Income Fund
- CUSIP
- 50208A102
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q4 2025 → Q1 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 5 | $6.5M |
| Exits | 11 | $4.6M |
All 13F filers, Q4 2025 → Q1 2026: 618,520 shares bought and 827,036 shares sold, net −208,516 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 53 holders
| Sit Investment Associates Inc. | 0.84% | Reduce -2.0% | 2,779,833 | $41.5M |
| Raymond James Financial Inc. | 0.01% | Reduce -0.7% | 1,766,470 | $26.4M |
| Morgan Stanley | 0.00% | Reduce -4.9% | 432,943 | $6.5M |
| Z3 Capital Partners, LLC | 1.59% | Add +5.3% | 420,339 | $6.3M |
| Penserra Capital Management LLC | 0.07% | New | 385,415 | $5.8M |
| Wells Fargo & Company | 0.00% | Add +13.5% | 300,667 | $4.5M |
| Steward Partners Investment Advisory, LLC | 0.02% | Add +50.7% | 250,760 | $3.7M |
| Wealth Enhancement Advisory Services, LLC | 0.00% | Reduce -28.2% | 145,578 | $2.2M |
| Advisors Asset Management, Inc. | 0.03% | Reduce -33.7% | 124,673 | $1.9M |
| Absolute Investment Advisers, LLC | 0.17% | Reduce -40.7% | 97,544 | $1.5M |
| Wolverine Asset Management LLC | 0.07% | Reduce -56.5% | 83,098 | $1.2M |
| LPL Financial LLC | 0.00% | Add +22.0% | 81,959 | $1.2M |
| Royal Bank of Canada | 0.00% | Add +4.7% | 80,692 | $1.2M |
| Osaic Holdings, Inc. | 0.00% | Add +17.6% | 80,437 | $1.2M |
| Yakira Capital Management, Inc. | 0.32% | Reduce -19.7% | 73,285 | $1.1M |
| Allspring Global Investments Holdings, LLC | 0.00% | Add +1.8% | 66,697 | $996K |
| Quarry LP | 0.18% | Reduce -0.4% | 58,119 | $868K |
| Landscape Capital Management, L.L.C. | 0.05% | Reduce -35.6% | 54,028 | $807K |
| Chapin Davis, Inc. | 0.17% | Reduce -15.8% | 52,016 | $777K |
| Wealth Care LLC | 0.65% | — | 49,294 | $736K |
| NewEdge Advisors, LLC | 0.00% | Add +9.9% | 46,179 | $689K |
| Calamos Advisors LLC | 0.00% | Add +13.5% | 41,404 | $618K |
| Ameriprise Financial Inc. | 0.00% | Reduce -3.2% | 33,749 | $504K |
| International Assets Investment Management, LLC | 0.03% | Reduce -0.7% | 30,626 | $459K |
| AlphaStar Capital Management, LLC | 0.03% | Reduce -46.8% | 29,567 | $441K |
| Bank of America Corp. | 0.00% | Add +2.6% | 26,024 | $389K |
| NWF Advisory Services Inc. | 0.04% | Add +6.6% | 25,888 | $387K |
| Commonwealth Equity Services, LLC | 0.00% | Add +0.8% | 24,583 | $367K |
| PFG Advisors | 0.02% | No change | 22,708 | $339K |
| Invesco Ltd. | 0.00% | Reduce -12.6% | 22,148 | $331K |
| XML Financial, LLC | 0.02% | No change | 20,523 | $306K |
| Private Advisor Group, LLC | 0.00% | Reduce -10.8% | 20,097 | $300K |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Reduce -5.6% | 19,958 | $298K |
| Fifth Third Bancorp | 0.00% | New | 18,500 | $276K |
| Eclectic Associates Inc. | 0.03% | New | 16,125 | $241K |
| World Investment Advisors | 0.00% | Add +8.4% | 14,727 | $220K |
| Truist Financial Corp. | 0.00% | Add +0.3% | 14,032 | $209K |
| Harbour Wealth Management Group, Inc. | 0.15% | Add +0.4% | 13,212 | $197K |
| Level Four Advisory Services, LLC | 0.01% | New | 12,192 | $182K |
| Vista Investment Partners Ii, LLC | 0.08% | No change | 12,053 | $180K |
| Aurora Private Wealth, Inc. | 0.12% | No change | 11,311 | $168K |
| Readystate Asset Management LP | 0.02% | No change | 10,000 | $149K |
| UBS Group AG | 0.00% | Reduce -76.4% | 9,965 | $149K |
| MAI Capital Management | 0.00% | No change | 6,000 | $90K |
| Blue Bell Private Wealth Management, LLC | 0.01% | Reduce -23.7% | 5,962 | $89K |
| CoreCap Advisors, LLC | 0.00% | No change | 1,200 | $18K |
| Geneos Wealth Management Inc. | 0.00% | No change | 800 | $12K |
| Farther Finance Advisors, LLC | 0.00% | No change | 650 | $10K |
| Allworth Financial LP | 0.00% | No change | 503 | $8K |
| Highline Wealth Partners LLC | 0.00% | No change | 250 | $4K |
| Osbon Capital Management LLC | 0.00% | New | 168 | $3K |
| FNY Investment Advisers, LLC | 0.00% | Add +100.0% | 200 | $2K |
| JPMorgan Chase & Co. | 0.00% | No change | 45 | $659 |
"% 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.