XSCDX Institutional Ownership & Shareholders
LMP CAPITAL AND INCOME FUND (XSCDX) is currently held by 55 institutional investors tracked by InsiderSet, with a combined reported market value of approximately $130.77M based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026.
Sit Investment Associates Inc is currently the largest disclosed institutional shareholder of XSCDX tracked by InsiderSet, reporting ownership valued at approximately $41.25M in its June 30, 2026 SEC Form 13F filing.
The top 10 institutional shareholders tracked on this page collectively account for approximately 81% of the total disclosed XSCDX value among the investors covered in this analysis. Major shareholders include Sit Investment Associates Inc, Raymond James Financial Inc, Advisors Asset Management, Inc., 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
55
Total Reported Value
$130.77M
Largest Holder
Sit Investment Associates Inc
Largest Position
$41.25M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
76
Funds Exiting Positions
0
Frequently asked questions about XSCDX
Who are the largest institutional holders of XSCDX?
The largest institutional holders of XSCDX reported in the latest SEC Form 13F filings include Sit Investment Associates Inc, Raymond James Financial Inc, Advisors Asset Management, Inc., Z3 Capital Partners, Llc, and Morgan Stanley. InsiderSet ranks institutional holders by their latest reported XSCDX position.
What is XSCDX institutional ownership?
This page tracks XSCDX positions reported by institutional investment managers through SEC Form 13F. LMP CAPITAL AND INCOME FUND (XSCDX) institutional ownership on InsiderSet reflects disclosed 13F holdings among the managers we analyze, not every shareholder of the stock.
How many institutions own XSCDX?
InsiderSet currently tracks 55 institutional managers reporting XSCDX holdings in the latest available 13F data. This count reflects institutions included in the SEC Form 13F filings analyzed by InsiderSet and should not be interpreted as the total number of XSCDX shareholders.
How much XSCDX stock do institutions own?
Institutional investment managers disclosed approximately $130.77M in XSCDX holdings for Q2 2026. This figure is reported 13F value as of the filing period, not necessarily today's market value.
When was XSCDX institutional ownership last updated?
The latest XSCDX institutional ownership data on InsiderSet is based on SEC Form 13F filings for the quarter ended June 30, 2026. Form 13F filings are generally reported after the quarter ends, so the holdings shown represent the latest publicly disclosed positions rather than real-time institutional holdings.
Are institutional XSCDX holdings real-time?
No. Form 13F data is not real-time. It represents positions reported by institutional investment managers as of the end of the reporting quarter. An institution may have changed its XSCDX position after the reporting date.
Are institutions buying or selling XSCDX?
Institutional buying and selling can be analyzed by comparing XSCDX positions across consecutive 13F reporting periods. InsiderSet's XSCDX Ownership Changes page shows institutions that increased, reduced, initiated, or exited positions based on reported 13F holdings. View XSCDX ownership changes.
How has XSCDX institutional ownership changed over time?
InsiderSet tracks XSCDX institutional holdings across multiple 13F reporting periods, allowing investors to compare institutional holder counts, reported value, and reported shares over time.