DOSSIER · 13F Holders · Q2 2026
SLMCX

Legg Mason Short-Term Multi-Asset Income Fund Class I

2 institutions still hold Legg Mason Short-Term Multi-Asset Income Fund Class I as of Q2 2026. Tracked across SEC 13F-HR filings, with insider and 13D/G activity surfaced alongside.

CUSIP 19766H429·2 13F holders·last filed Jun 30, 2026
Market cap
13F value held
$359K
visible holders
Holders
2
filers reporting
Concentration
91.90%
Ethos Financial Group, LLC #1
top holder share
AI Holders Summary · Q2 2026

2 institutions reported SLMCX in Q2 2026. Ethos Financial Group, LLC leads at 91.9% of the visible book.

Top holders

Sorted by position value. Source: SEC EDGAR 13F-HR filings.

#HolderValueShares% port.Quarter
01
Ethos Financial Group, LLC
CIK 0001954242
$330K2K0.02%Q2 2026
02
McMillan Office, Inc.
CIK 0002109205
$29K1170.00%Q2 2026