DOSSIER · 13F Holders · Q1 2026
XSCDX

LMP CAP & INCOME FD INC

60 institutions still hold LMP CAP & INCOME FD INC as of Q1 2026. Tracked across SEC 13F-HR filings, with insider and 13D/G activity surfaced alongside.

CUSIP 50208A102·60 13F holders·last filed Mar 31, 2026
Market cap
13F value held
$112M
visible holders
Holders
60
filers reporting
Concentration
37.19%
SIT INVESTMENT ASSOCIATES INC #1
top holder share
AI Holders Summary · Q1 2026

60 institutions reported XSCDX in Q1 2026. SIT INVESTMENT ASSOCIATES INC leads at 37.2% of the visible book.

Top holders

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

#HolderValueShares% port.Quarter
01
SIT INVESTMENT ASSOCIATES INC
CIK 0000769317
$42M2.8M0.84%Q1 2026
02
RAYMOND JAMES FINANCIAL INC
CIK 0000720005
$20M1.3M0.01%Q2 2026
03
Z3 Capital Partners, LLC
CIK 0002127787
$7M426K1.40%Q2 2026
04
MORGAN STANLEY
CIK 0000895421
$6M412K0.00%Q2 2026
05
Penserra Capital Management LLC
CIK 0001593324
$6M385K0.07%Q1 2026
06
Shaker Financial Services, LLC
CIK 0001511794
$5M333K1.63%Q2 2026
07
WELLS FARGO & COMPANY/MN
CIK 0000072971
$5M327K0.00%Q2 2026
08
Allspring Global Investments Holdings, LLC
CIK 0001890906
$4M234K0.01%Q2 2026
09
Steward Partners Investment Advisory, LLC
CIK 0001723397
$3M170K0.01%Q2 2026
10
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC
CIK 0001632972
$3M170K0.00%Q2 2026
11
WOLVERINE ASSET MANAGEMENT LLC
CIK 0001279891
$2M143K0.02%Q2 2026
12
Advisors Asset Management, Inc.
CIK 0001297376
$2M125K0.03%Q1 2026
13
OSAIC HOLDINGS, INC.
CIK 0001677044
$2M112K0.00%Q2 2026
14
ROYAL BANK OF CANADA
CIK 0001000275
$1M84K0.00%Q2 2026
15
Yakira Capital Management, Inc.
CIK 0001584639
$1M73K0.33%Q2 2026
16
LPL Financial LLC
CIK 0001403438
$943K60K0.00%Q2 2026
17
CHAPIN DAVIS, INC.
CIK 0000872098
$820K52K0.14%Q2 2026
18
Wealth Care LLC
CIK 0002120450
$780K50K0.63%Q2 2026
19
NewEdge Advisors, LLC
CIK 0001633516
$750K48K0.00%Q2 2026
20
Logan Stone Capital, LLC
CIK 0001535521
$742K50K0.18%Q4 2025
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