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Disclosery

XSCDX LMP CAP & INCOME FD INC

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COM (fund)

61 managers (61 13F filers) reported a position in XSCDX shares at 2025-12-31, 8,084,917 shares in all. 10 filers opened a position and 6 filers sold out during the quarter.

Managers
61
13F filers
61
New
10
Added
21
Reduced
16
Sold out
6
Shares held by filers
8,084,917

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, Q4 2025

Filers in the available 13F reports with a share position at 2025-12-31, 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 INC2,837,709$42M0.83%-247,32713F-HRTimelineGroup
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC1,778,974$26.3M0.01%+47,08813F-HRTimelineGroup
MORGAN STANLEYin group MORGAN STANLEY455,427$6.74M<0.01%+44,07513F-HR/ATimelineGroup
Z3 Capital Partners, LLC398,985$5.91M1.42%13F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN264,820$3.92M<0.01%+69,08413F-HRTimelineGroup
WEALTH ENHANCEMENT ADVISORY SERVICES, L…202,691$3.07M<0.01%+66,22413F-HRTimeline
WOLVERINE ASSET MANAGEMENT LLCin group WOLVERINE ASSET MANAGEMENT LLC191,235$2.83M0.04%+165,67513F-HRTimelineGroup
Advisors Asset Management, Inc.188,117$2.79M0.05%-87,44813F-HR/ATimeline
ABSOLUTE INVESTMENT ADVISERS, LLC164,557$2.49M0.28%-8,81313F-HRTimeline
Steward Partners Investment Advisory, L…166,414$2.46M0.01%-8,80213F-HRTimeline
Cornerstone Advisors, LLC100,773$1.49M0.05%-198,51313F-HRTimeline
Yakira Capital Management, Inc.91,222$1.35M0.45%+18,56813F-HRTimeline
LANDSCAPE CAPITAL MANAGEMENT, L.L.C.in group LANDSCAPE CAPITAL MANAGEMENT,…83,889$1.24M0.08%-7,60513F-HRTimelineGroup
Shaker Financial Services, LLC83,807$1.24M0.39%+64,80713F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA77,062$1.14M<0.01%-1,15213F-HRTimelineGroup
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.68,388$1.01M<0.01%+14,93813F-HRTimelineGroup
LPL Financial LLC67,172$995K<0.01%+25,97713F-HRTimeline
Allspring Global Investments Holdings, …in group Allspring Global Investments …65,497$970K<0.01%new13F-HRTimelineGroup
CHAPIN DAVIS, INC.61,816$915K0.21%+5,42913F-HRTimeline
Quarry LP58,359$864K0.14%-6,36813F-HRTimeline
AlphaStar Capital Management, LLC55,605$824K0.06%+1,69113F-HRTimeline
Logan Stone Capital, LLC50,132$742K0.18%new13F-HRTimeline
UBS Group AGin group UBS Group AG42,176$625K<0.01%+32,41713F-HRTimelineGroup
NewEdge Advisors, LLC42,007$622K<0.01%+2,38213F-HRTimeline
Calamos Advisors LLCin group Calamos Advisors LLC36,474$540K<0.01%new13F-HRTimelineGroup
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC34,856$516K<0.01%+8,07213F-HRTimelineGroup
INTERNATIONAL ASSETS INVESTMENT MANAGEM…30,826$457K0.03%+17,60013F-HRTimeline
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/25,363$376K<0.01%-3,98613F-HRTimelineGroup
Invesco Ltd.in group Invesco Ltd.25,348$375K<0.01%-27413F-HRTimelineGroup
COMMONWEALTH EQUITY SERVICES, LLC24,376$361K<0.01%+2,80213F-HRTimeline
NWF Advisory Services Inc.24,288$360K0.04%-4,00013F-HRTimeline
PFG Advisors22,708$336K0.02%-2,92913F-HRTimeline
Private Advisor Group, LLC22,534$334K<0.01%+59713F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC21,655$321K<0.01%+2,61513F-HRTimelineGroup
Cetera Investment Advisers21,530$319K<0.01%+3,53213F-HRTimeline
Cambridge Investment Research Advisors,…21,134$313K<0.01%+26313F-HRTimeline
XML Financial, LLC20,523$304K0.02%-4,94513F-HRTimeline
COMERICA BANK18,500$274K<0.01%013F-HRTimeline
MERCER GLOBAL ADVISORS INC /ADV17,898$265K<0.01%+1,72613F-HRTimeline
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP13,984$207K<0.01%-43713F-HRTimelineGroup
World Investment Advisors13,588$201K<0.01%new13F-HR/ATimeline
Harbour Wealth Management Group, Inc.13,162$195K0.15%13F-HRTimeline
VISTA INVESTMENT PARTNERS II, LLC12,053$178K0.08%013F-HRTimeline
MGB Wealth Management, LLC11,999$178K0.05%013F-HRTimeline
Aurora Private Wealth, Inc.11,311$168K0.11%13F-HRTimeline
ASHTON THOMAS SECURITIES, LLC11,300$167K0.03%-2,40013F-HRTimeline
READYSTATE ASSET MANAGEMENT LP10,000$148K0.01%new13F-HRTimeline
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC7,816$116K0.02%new13F-HRTimeline
MAI Capital Management6,000$88.9K<0.01%013F-HRTimeline
Kestra Advisory Services, LLCin group Kestra Advisory Services, LLC3,769$55.8K<0.01%new13F-HRTimelineGroup
CoreCap Advisors, LLC1,200$17.8K<0.01%013F-HRTimeline
Navalign, LLC1,105$16.4K<0.01%new13F-HRTimeline
Geneos Wealth Management Inc.800$11.8K<0.01%new13F-HRTimeline
Farther Finance Advisors, LLC650$9.63K<0.01%013F-HRTimeline
Allworth Financial LP503$7.45K<0.01%013F-HRTimeline
HIGHLINE WEALTH PARTNERS LLC250$3.7K<0.01%013F-HRTimeline
Beaird Harris Wealth Management, LLC225$3.33K<0.01%013F-HRTimeline
Blue Trust, Inc.210$3.11K<0.01%new13F-HRTimeline
FNY Investment Advisers, LLC100$1K<0.01%-70013F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO45$666<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 XSCDX shares, 8.2% of the class, as of 2025-09-30, in a 13G/A filed 2026-10-02. 0000769317-26-000039

    Accepted , ingested