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Disclosery

SCD LMP CAP & INCOME FD INC

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COM (fund), issuer CIK 1270131

58 managers (58 13F filers) reported a position in SCD shares at 2026-06-30, 7,753,707 shares in all. 12 filers opened a position and 8 filers sold out during the quarter.

Managers
58
13F filers
58
New
12
Added
25
Reduced
8
Sold out
8
Shares held by filers
7,753,707

Shares held by filers adds up every 13F filer's report, so a share reported by a parent and by its subsidiary counts twice (H9). Managers counts each filer group once.

13D and 13G filers

Each filer's latest stake. The shares are the aggregate the reporting persons state, which can include entities that file no 13F.

Insider trades

No Form 4 transaction on this security in the data.

13F holders, Q2 2026

Filers in the available 13F reports with a share position at 2026-06-30, filer groups collapsed to one row (method), largest first. Options and principal amounts are left out. A group row states no % of portfolio, since each member reports its own portfolio: the members' percents are listed under it. A value about 1,000 times or 1/1,000 of the price other filers imply is shown as filed but neither ranks the row nor enters a sum.

HolderSharesValue% of portfolioChangeSource
SIT INVESTMENT ASSOCIATES INCin group SIT INVESTMENT ASSOCIATES INC2,635,988$41.3M0.78%-143,84513F-HRTimelineGroup
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC1,250,759$19.6M0.01%-515,71113F-HRTimelineGroup
Z3 Capital Partners, LLC425,705$6.66M1.4%+5,36613F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY411,785$6.44M<0.01%-21,15813F-HRTimelineGroup
Penserra Capital Management LLCin group Penserra Capital Management L…400,669$6.27M0.05%+15,25413F-HRTimelineGroup
Shaker Financial Services, LLC333,414$5.22M1.63%new13F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN327,370$5.12M<0.01%+26,70313F-HRTimelineGroup
Allspring Global Investments Holdings, …in group Allspring Global Investments …234,388$3.67M0.01%+167,69113F-HRTimelineGroup
Steward Partners Investment Advisory, L…169,835$2.66M0.01%-80,92513F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…169,537$2.64M<0.01%+23,95913F-HRTimeline
Advisors Asset Management, Inc.148,994$2.33M0.04%+24,32113F-HRTimeline
WOLVERINE ASSET MANAGEMENT LLCin group WOLVERINE ASSET MANAGEMENT LLC142,755$2.23M0.03%+59,65713F-HRTimelineGroup
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.111,980$1.75M<0.01%+31,54313F-HRTimelineGroup
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA83,818$1.31M<0.01%+3,12613F-HRTimelineGroup
Yakira Capital Management, Inc.73,285$1.15M0.34%013F-HRTimeline
LPL Financial LLC60,235$943K<0.01%-21,72413F-HRTimeline
CHAPIN DAVIS, INC.52,416$820K0.14%+40013F-HRTimeline
Wealth Care LLC49,813$780K0.63%+51913F-HRTimeline
NewEdge Advisors, LLC47,911$750K<0.01%+1,73213F-HRTimeline
Calamos Advisors LLCin group Calamos Advisors LLC44,362$694K<0.01%+2,95813F-HRTimelineGroup
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC37,966$594K<0.01%+4,21713F-HRTimelineGroup
READYSTATE ASSET MANAGEMENT LP37,940$594K0.02%+27,94013F-HRTimeline
Logan Stone Capital, LLC32,089$502K0.11%new13F-HRTimeline
LANDSCAPE CAPITAL MANAGEMENT, L.L.C.in group LANDSCAPE CAPITAL MANAGEMENT,…31,914$499K0.03%-22,11413F-HRTimelineGroup
INTERNATIONAL ASSETS INVESTMENT MANAGEM…31,126$486K0.03%+50013F-HRTimeline
AlphaStar Capital Management, LLC30,203$473K0.03%+63613F-HRTimeline
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC26,947$422K0.05%+20,98513F-HRTimeline
MGO ONE SEVEN LLC26,364$413K0.01%new13F-HRTimeline
NWF Advisory Services Inc.25,888$405K0.04%013F-HRTimeline
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/25,438$398K<0.01%-58613F-HRTimelineGroup
Abel Hall, LLC25,000$391K0.07%new13F-HRTimeline
INDEPENDENT FINANCIAL GROUP, LLC22,865$358K0.01%new13F-HRTimeline
Private Advisor Group, LLC20,937$328K<0.01%+84013F-HRTimeline
XML Financial, LLC20,523$321K0.02%013F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC20,081$314K<0.01%-4,50213F-HRTimeline
Cambridge Investment Research Advisors,…19,980$313K<0.01%+2213F-HR/ATimeline
FIFTH THIRD BANCORPin group FIFTH THIRD BANK, NATIONAL AS…18,500$290K<0.01%013F-HRTimelineGroup
ECLECTIC ASSOCIATES INC /ADV16,125$252K0.03%013F-HRTimeline
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP14,385$225K<0.01%+35313F-HRTimelineGroup
World Investment Advisors14,727$222K<0.01%013F-HRTimeline
Harbour Wealth Management Group, Inc.13,467$211K0.14%+25513F-HRTimeline
LEVEL FOUR ADVISORY SERVICES, LLCin group LEVEL FOUR ADVISORY SERVICES,…12,764$200K0.01%+57213F-HRTimelineGroup
Janney Montgomery Scott LLC12,519$196K<0.01%new13F-HRTimeline
Aurora Private Wealth, Inc.11,818$185K0.12%+50713F-HRTimeline
First National Trust Co11,581$181K0.01%new13F-HRTimeline
UBS Group AGin group UBS Group AG10,062$157K<0.01%+9713F-HRTimelineGroup
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…2,000$31.3K<0.01%new13F-HRTimelineGroup
CoreCap Advisors, LLC1,200$18.8K<0.01%013F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP1,000$15.5K<0.01%new13F-HRTimelineGroup
IFP Advisors, Inc973$15.2K<0.01%new13F-HRTimeline
Geneos Wealth Management Inc.800$12.5K<0.01%013F-HRTimeline
Farther Finance Advisors, LLC650$10.2K<0.01%013F-HRTimeline
Institute for Wealth Management, LLC.250$3.91K<0.01%new13F-HRTimeline
HIGHLINE WEALTH PARTNERS LLC250$3.91K<0.01%013F-HRTimeline
FNY Investment Advisers, LLC200$3K<0.01%013F-HRTimeline
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…111$1.74K<0.01%new13F-HRTimelineGroup
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO45$707<0.01%013F-HRTimelineGroup
Strategic Wealth Partners, Ltd.0$2<0.01%013F-HRTimelineAmount filed as zero, left out of ratios.

Events

  • SIT INVESTMENT ASSOCIATES INC and 1 other reporting person reported 1,875,334 SCD shares, 8.2% of the class, as of 2025-09-30, in a 13G/A filed 2026-10-02. 0000769317-26-000039

    Accepted , ingested