LMP CAPITAL AND INCOME FUND (XSCDX) Institutional Shareholders

LMP CAPITAL AND INCOME FUND (XSCDX) is currently reported in institutional portfolios tracked by InsiderSet based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026. The institutional investors covered on this page collectively reported approximately $75.27M in XSCDX holdings during the latest filing period.

Raymond James Financial Inc is currently the largest disclosed institutional shareholder of XSCDX tracked by InsiderSet, reporting ownership valued at approximately $26.37M in its March 31, 2026 SEC Form 13F filing.

The top 10 institutional shareholders tracked on this page collectively account for approximately 80% of the total disclosed XSCDX value among the investors covered in this analysis. Major shareholders include Raymond James Financial Inc, Z3 Capital Partners, Llc, Morgan Stanley, and several other long-term asset managers with concentrated positions in LMP CAPITAL AND INCOME FUND (XSCDX).

This page ranks the largest institutional XSCDX shareholders using publicly disclosed SEC Form 13F data, including reported values, estimated current holding values, portfolio allocation percentages, ownership concentration metrics, and historical holding changes across major hedge funds and investment firms.

Institutional Holders

56

Total Reported Value

$75.27M

Largest Holder

Raymond James Financial Inc

Largest Position

$26.37M

Insider Transactions (90d)

0

Latest Filing Quarter

Q2 2026

New Institutional Positions

72

Funds Exiting Positions

0

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NameInvestor/ManagerPortfolio %QuantityReported BalanceCurrent Estimated ValueGain/loss Since FilingEstimated Portfolio Performance
Raymond James Financial Inc0.01%1,766,470$26,373,406———
Z3 Capital Partners, Llc1.40%425,705$6,662,291———
Morgan Stanley0.00%432,943$6,463,850———
Shaker Financial Services, Llc1.63%333,414$5,217,930———
Wells Fargo & Company/Mn0.00%300,667$4,488,963———
Steward Partners Investment Advisory, Llc0.02%250,760$3,743,848———
Wealth Enhancement Advisory Services, Llc0.00%169,537$2,637,991———
Advisors Asset Management, Inc.0.03%124,673$1,861,368———
Wolverine Asset Management Llc0.02%83,098$1,240,653———
Lpl Financial Llc0.00%81,959$1,223,647———
Royal Bank Of Canada0.00%80,692$1,205,000———
Osaic Holdings, Inc.0.00%80,437$1,200,932———
Yakira Capital Management, Inc.0.32%73,285$1,094,145———
Allspring Global Investments Holdings, Llc0.00%66,697$995,786———
Quarry Lp0.17%58,119$867,717———
Chapin Davis, Inc.0.14%52,416$820,329———
Landscape Capital Management, L.L.C.0.05%54,028$806,638———
Wealth Care Llc0.63%49,813$779,569———
Calamos Advisors Llc0.00%44,362$694,265———
Ameriprise Financial Inc0.00%33,749$503,873———
International Assets Investment Management, Llc0.03%31,126$486,188———
Alphastar Capital Management, Llc0.03%30,203$472,679———
Mgo One Seven Llc0.01%26,364$412,599———
Nwf Advisory Services Inc.0.04%25,888$405,148———
Abel Hall, Llc0.07%25,000$391,250———
Bank Of America Corp0.00%26,024$388,536———
Independent Financial Group, Llc0.01%22,865$357,831———
Invesco Ltd.0.00%22,148$330,670———
Private Advisor Group, Llc0.00%20,937$327,659———
Xml Financial, Llc0.02%20,523$321,185———
Commonwealth Equity Services, Llc0.00%20,081$314,260———
Fifth Third Bancorp0.00%18,500$276,205———
Eclectic Associates Inc0.03%16,125$252,356———
Truist Financial Corp0.00%14,385$225,117———
World Investment Advisors0.00%14,727$219,870———
Harbour Wealth Management Group, Inc.0.15%13,212$197,257———
Level Four Advisory Services, Llc0.01%12,192$182,040———
First National Trust Co0.01%11,581$181,242———
Readystate Asset Management Lp0.01%10,000$149,300———
Ubs Group Ag0.00%9,965$148,777———
Mai Capital Management0.00%6,000$89,580———
Blue Bell Private Wealth Management, Llc0.01%5,962$89,013———
Newedge Advisors, Llc0.00%46,179$46,179———
Sit Investment Associates Inc0.84%2,779,833$41,503———
Corecap Advisors, Llc0.00%1,200$18,780———
Ifp Advisors, Inc0.00%973$15,227———
Geneos Wealth Management Inc.0.00%800$11,944———
Farther Finance Advisors, Llc0.00%650$10,173———
Allworth Financial Lp0.00%503$7,510———
Penserra Capital Management Llc0.07%385,415$5,754———

Frequently asked questions about XSCDX

  • Who owns the most XSCDX stock?

    The largest holders of XSCDX are typically major institutional investors such as asset managers and hedge funds reporting on Form 13F. The table above ranks tracked superinvestors by reported position size using the latest available filings for LMP CAPITAL AND INCOME FUND (XSCDX).

  • Is XSCDX widely held by superinvestors?

    Many widely followed stocks like XSCDX appear across numerous superinvestor portfolios because of liquidity, index inclusion, and fundamentals. The holder count and table above show how broadly XSCDX is represented among the institutional managers we track.

  • What do “Current Estimated Value”, “Gain/loss Since Filing”, and “Estimated Portfolio Performance” mean?

    Current Estimated Value is reported share quantity from the latest 13F times our most recent split-adjusted U.S. session close. Gain/loss Since Filing is that estimate minus the reported 13F dollar value; Estimated Portfolio Performance is that difference as a percent of the reported value. Green means the estimate is above the filing value; red means below (not purchase cost). If many filers share the same implied filing price per share, the performance % may match across rows. These are not official fund marks or live quotes.

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