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 $127.92M in XSCDX holdings during the latest filing period.

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 83% 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

56

Total Reported Value

$127.92M

Largest Holder

Sit Investment Associates Inc

Largest Position

$41.25M

Insider Transactions (90d)

0

Latest Filing Quarter

Q2 2026

New Institutional Positions

73

Funds Exiting Positions

0

NameInvestor/ManagerPortfolio %QuantityReported BalanceCurrent Estimated ValueGain/loss Since FilingEstimated Portfolio Performance
Sit Investment Associates Inc0.78%2,635,988$41,253,000———
Raymond James Financial Inc0.01%1,250,759$19,574,387———
Advisors Asset Management, Inc.0.13%620,453$9,430,886———
Z3 Capital Partners, Llc1.40%425,705$6,662,291———
Morgan Stanley0.00%411,785$6,444,435———
Penserra Capital Management Llc0.05%400,669$6,270,000———
Shaker Financial Services, Llc1.63%333,414$5,217,930———
Wells Fargo & Company/Mn0.00%327,370$5,123,340———
Allspring Global Investments Holdings, Llc0.01%234,388$3,668,172———
Steward Partners Investment Advisory, Llc0.01%169,835$2,657,915———
Wealth Enhancement Advisory Services, Llc0.00%169,537$2,637,991———
Wolverine Asset Management Llc0.03%142,755$2,234,116———
Osaic Holdings, Inc.0.00%111,980$1,752,489———
Royal Bank Of Canada0.00%83,818$1,312,000———
Yakira Capital Management, Inc.0.34%73,285$1,146,910———
Lpl Financial Llc0.00%60,235$942,683———
Chapin Davis, Inc.0.14%52,416$820,329———
Wealth Care Llc0.63%49,813$779,569———
Newedge Advisors, Llc0.00%47,911$749,807———
Calamos Advisors Llc0.00%44,362$694,265———
Ameriprise Financial Inc0.00%37,966$594,175———
Readystate Asset Management Lp0.02%37,940$593,761———
Logan Stone Capital, Llc0.11%32,089$502,193———
Landscape Capital Management, L.L.C.0.03%31,914$499,454———
International Assets Investment Management, Llc0.03%31,126$486,188———
Alphastar Capital Management, Llc0.03%30,203$472,679———
Blue Bell Private Wealth Management, Llc0.05%26,947$421,721———
Mgo One Seven Llc0.01%26,364$412,599———
Nwf Advisory Services Inc.0.04%25,888$405,148———
Bank Of America Corp0.00%25,438$398,105———
Abel Hall, Llc0.07%25,000$391,250———
Independent Financial Group, Llc0.01%22,865$357,831———
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$289,525———
Eclectic Associates Inc0.03%16,125$252,356———
Truist Financial Corp0.00%14,385$225,117———
World Investment Advisors0.00%14,727$222,319———
Harbour Wealth Management Group, Inc.0.14%13,467$210,759———
Level Four Advisory Services, Llc0.01%12,764$199,768———
Janney Montgomery Scott Llc0.00%12,519$196,000———
First National Trust Co0.01%11,581$181,242———
Ubs Group Ag0.00%10,062$157,470———
Rockefeller Capital Management L.P.0.00%2,000$31,300———
Corecap Advisors, Llc0.00%1,200$18,780———
Jones Financial Companies Lllp0.00%1,000$15,500———
Ifp Advisors, Inc0.00%973$15,227———
Geneos Wealth Management Inc.0.00%800$12,520———
Farther Finance Advisors, Llc0.00%650$10,173———
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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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