LMP Cap & Income Fund (XSCDX): which funds own it
A 13F shows the portfolio at quarter-end and is filed up to 45 days later: these are not real-time positions and they may have changed.
Sections with a free account
No concentrated manager holds it.
Quarter flow (concentrated managers)
Concentrated managers holding it
None in the latest quarter.
Largest holders of XSCDX (all 13F filers)
- SIT Investment Associates2.6 MType not verified−144 K
- Raymond James Financial1.3 MWealth adviser−516 K
- Z3 Capital Partners426 KType not verified+5,366
- Morgan Stanley412 KBank or trading desk−21 K
- Penserra Capital Management401 KType not verified+15 K
- Shaker Financial Services333 KType not verified+333 K
- Wells Fargo327 KBank or trading desk+27 K
- Allspring Global Investments Holdings234 KInvestment firm+168 K
- Steward Partners Investment Advisory170 KType not verified−81 K
- Wealth Enhancement Advisory Services170 KWealth adviser+24 K
- Shares
- 2.6 M
- Change
- −144 K
See more
- Type
- Type not verified
- Value
- $41.3M
- Shares
- 1.3 M
- Change
- −516 K
See more
- Type
- Wealth adviser
- Value
- $19.6M
- Z3 Capital Partners
- Shares
- 426 K
- Change
- +5,366
See more
- Type
- Type not verified
- Value
- $6.7M
- Shares
- 412 K
- Change
- −21 K
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- Type
- Bank or trading desk
- Value
- $6.4M
- Shares
- 401 K
- Change
- +15 K
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- Type
- Type not verified
- Value
- $6.3M
- Shaker Financial Services
- Shares
- 333 K
- Change
- +333 K
See more
- Type
- Type not verified
- Value
- $5.2M
- Shares
- 327 K
- Change
- +27 K
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- Type
- Bank or trading desk
- Value
- $5.1M
- Shares
- 234 K
- Change
- +168 K
See more
- Type
- Investment firm
- Value
- $3.7M
- Shares
- 170 K
- Change
- −81 K
See more
- Type
- Type not verified
- Value
- $2.7M
- Shares
- 170 K
- Change
- +24 K
See more
- Type
- Wealth adviser
- Value
- $2.6M
The 10 13F filers with the most shares as of Jun 30, 2026, whatever their type (index firms usually come first). “Change”: shares added or cut versus the previous quarter, split-adjusted; “no data” = there is no comparable portfolio for the previous quarter (no filing, or a filing with its holdings under confidential treatment). “% of the company” only where shares outstanding are up to date. Entities of the same group file separately and some 13F filings include other managers: there may be double counting. With a free account: the top 25, the largest buyers and the largest sellers.
Insiders (Form 4)
Open-market purchases, excluding 10b5-1 plans. Officers and directors only; joint filers of the same purchase count as one. 10% owners with no role are shown separately. 0 = nobody bought; “no data” = we do not have its Form 4 filings.
Each of the company's Form 4 filings, on EDGAR ↗Latest trades, with date and filing →
Above 5% (13D/13G)
Disclosed stakes, with their amendments. A filing is not always a purchase: there are also reductions and changes of filing entity.
This list may be incomplete: we hold 13D and 13G filings made since Dec 23, 2024. A holder above 5% that has not filed anything since then is not shown here.
- SIT Investment Associates8.2%13G · amendmentfiling ↗Event: Sep 30, 2025 · filed: Oct 2, 2026
- Raymond James Financial Services Advisors4.2%(fell below 5%)13G · amendmentfiling ↗Event: Sep 30, 2025 · filed: Oct 31, 2025
- SIT Investment Associates13.6%13Gfiling ↗Event: Jul 31, 2025 · filed: Aug 5, 2025
Above 5% over time (13D/13G)
Each holder with its filings in order. History since December 2024.
This company filed no 8-K forms in the last year. Foreign companies listed in the US (ADRs) report material events on forms 6-K and 20-F, and ETFs and funds do not file 8-Ks. If it is a foreign company listed in the US through ADRs (American Depositary Receipts), what trades are bank-issued certificates that represent shares from its home market. See its filings on EDGAR ↗