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Disclosery

XSCDX LMP CAP & INCOME FD INC

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COM (fund)

54 managers (54 13F filers) reported a position in XSCDX shares at 2026-03-31, 7,895,196 shares in all. 5 filers opened a position and 11 filers sold out during the quarter.

Managers
54
13F filers
54
New
5
Added
16
Reduced
19
Sold out
11
Shares held by filers
7,895,196

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, Q1 2026

Filers in the available 13F reports with a share position at 2026-03-31, 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 INC2,779,833$41.5M0.84%-57,87613F-HRTimelineGroup
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC1,766,470$26.4M0.01%-12,50413F-HRTimelineGroup
MORGAN STANLEYin group MORGAN STANLEY432,943$6.46M<0.01%-22,48413F-HRTimelineGroup
Z3 Capital Partners, LLC420,339$6.28M1.59%+21,35413F-HRTimeline
Penserra Capital Management LLCin group Penserra Capital Management L…385,415$5.75M0.07%new13F-HRTimelineGroup
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN300,667$4.49M<0.01%+35,84713F-HR/ATimelineGroup
Steward Partners Investment Advisory, L…250,760$3.74M0.02%+84,34613F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…145,578$2.18M<0.01%-57,11313F-HRTimeline
Advisors Asset Management, Inc.124,673$1.86M0.03%-63,44413F-HRTimeline
ABSOLUTE INVESTMENT ADVISERS, LLC97,544$1.46M0.17%-67,01313F-HRTimeline
WOLVERINE ASSET MANAGEMENT LLCin group WOLVERINE ASSET MANAGEMENT LLC83,098$1.24M0.02%-108,13713F-HRTimelineGroup
LPL Financial LLC81,959$1.22M<0.01%+14,78713F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA80,692$1.21M<0.01%+3,63013F-HRTimelineGroup
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.80,437$1.2M<0.01%+12,04913F-HRTimelineGroup
Yakira Capital Management, Inc.73,285$1.09M0.32%-17,93713F-HRTimeline
Allspring Global Investments Holdings, …in group Allspring Global Investments …66,697$996K<0.01%+1,20013F-HRTimelineGroup
Quarry LP58,119$868K0.17%-24013F-HRTimeline
LANDSCAPE CAPITAL MANAGEMENT, L.L.C.in group LANDSCAPE CAPITAL MANAGEMENT,…54,028$807K0.05%-29,86113F-HRTimelineGroup
CHAPIN DAVIS, INC.52,016$777K0.17%-9,80013F-HRTimeline
Wealth Care LLC49,294$736K0.65%13F-HRTimeline
NewEdge Advisors, LLC46,179$689K<0.01%+4,17213F-HR/ATimeline
Calamos Advisors LLCin group Calamos Advisors LLC41,404$618K<0.01%+4,93013F-HRTimelineGroup
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC33,749$504K<0.01%-1,10713F-HR/ATimelineGroup
INTERNATIONAL ASSETS INVESTMENT MANAGEM…30,626$459K0.03%-20013F-HRTimeline
AlphaStar Capital Management, LLC29,567$441K0.03%-26,03813F-HRTimeline
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/26,024$389K<0.01%+66113F-HRTimelineGroup
NWF Advisory Services Inc.25,888$387K0.04%+1,60013F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC24,583$367K<0.01%+20713F-HRTimeline
PFG Advisors22,708$339K0.02%013F-HRTimeline
Invesco Ltd.in group Invesco Ltd.22,148$331K<0.01%-3,20013F-HRTimelineGroup
XML Financial, LLC20,523$306K0.02%013F-HRTimeline
Private Advisor Group, LLC20,097$300K<0.01%-2,43713F-HRTimeline
Cambridge Investment Research Advisors,…19,958$298K<0.01%-1,17613F-HRTimeline
FIFTH THIRD BANCORPin group FIFTH THIRD BANK, NATIONAL AS…18,500$276K<0.01%new13F-HRTimelineGroup
ECLECTIC ASSOCIATES INC /ADV16,125$241K0.03%new13F-HRTimeline
World Investment Advisors14,727$220K<0.01%+1,13913F-HRTimeline
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP14,032$209K<0.01%+4813F-HRTimelineGroup
Harbour Wealth Management Group, Inc.13,212$197K0.15%+5013F-HRTimeline
LEVEL FOUR ADVISORY SERVICES, LLCin group LEVEL FOUR ADVISORY SERVICES,…12,192$182K0.01%new13F-HRTimelineGroup
VISTA INVESTMENT PARTNERS II, LLC12,053$180K0.08%013F-HRTimeline
Aurora Private Wealth, Inc.11,311$168K0.12%013F-HRTimeline
READYSTATE ASSET MANAGEMENT LP10,000$149K0.01%013F-HRTimeline
UBS Group AGin group UBS Group AG9,965$149K<0.01%-32,21113F-HRTimelineGroup
MAI Capital Management6,000$89.6K<0.01%013F-HRTimeline
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC5,962$89K0.01%-1,85413F-HRTimeline
CoreCap Advisors, LLC1,200$17.9K<0.01%013F-HRTimeline
Geneos Wealth Management Inc.800$11.9K<0.01%013F-HRTimeline
Farther Finance Advisors, LLC650$9.74K<0.01%013F-HRTimeline
Allworth Financial LP503$7.51K<0.01%013F-HRTimeline
HIGHLINE WEALTH PARTNERS LLC250$3.73K<0.01%013F-HRTimeline
Osbon Capital Management LLC168$2.51K<0.01%new13F-HRTimeline
FNY Investment Advisers, LLC200$2K<0.01%+10013F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO45$659<0.01%013F-HR/ATimelineGroup
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