SCD LMP Capital and Income Fund In
LMP Capital and Income Fund In (SCD) Institutional Ownership
What the institutions did with SCD last quarter, from their 13F filings. Counting managers rather than shares is the point: a single index fund adding to a position tells you far less than four hundred separate managers all deciding to. Positions as reported for the quarter ended June 30, 2026.
Every manager below opens. Subscribers can see any firm's whole portfolio — every position, its weight, and what they bought, trimmed and exited last quarter.
Sign in or subscribeOwnership map
Each block is one manager, sized by shares held and colored by how much they moved the position last quarter. Green added, red cut, grey stood pat.
Largest holders
| Manager | Shares | % of reported |
|---|---|---|
| SIT INVESTMENT ASSOCIATES INC | 2.6M | 33.9% |
| RAYMOND JAMES FINANCIAL INC | 1.3M | 16.1% |
| Z3 Capital Partners, LLC | 425.7K | 5.5% |
| MORGAN STANLEY | 411.8K | 5.3% |
| Penserra Capital Management LLC | 400.7K | 5.2% |
| Shaker Financial Services, LLC | 333.4K | 4.3% |
| WELLS FARGO & COMPANY/MN | 327.4K | 4.2% |
| Allspring Global Investments Holdings, LLC | 234.4K | 3.0% |
| Steward Partners Investment Advisory, LLC | 169.8K | 2.2% |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 169.5K | 2.2% |
| Advisors Asset Management, Inc. | 149.0K | 1.9% |
| WOLVERINE ASSET MANAGEMENT LLC | 142.8K | 1.8% |
| OSAIC HOLDINGS, INC. | 112.0K | 1.4% |
| ROYAL BANK OF CANADA | 83.8K | 1.1% |
| Yakira Capital Management, Inc. | 73.3K | 0.9% |
| LPL Financial LLC | 60.2K | 0.8% |
| CHAPIN DAVIS, INC. | 52.4K | 0.7% |
| Wealth Care LLC | 49.8K | 0.6% |
| NewEdge Advisors, LLC | 47.9K | 0.6% |
| Calamos Advisors LLC | 44.4K | 0.6% |
| Cambridge Investment Research Advisors, Inc. | 40.0K | 0.5% |
| AMERIPRISE FINANCIAL INC | 38.0K | 0.5% |
| READYSTATE ASSET MANAGEMENT LP | 37.9K | 0.5% |
| Logan Stone Capital, LLC | 32.1K | 0.4% |
| LANDSCAPE CAPITAL MANAGEMENT, L.L.C. | 31.9K | 0.4% |
Largest changes
| Manager | Action | Previous | Current | Change |
|---|---|---|---|---|
| RAYMOND JAMES FINANCIAL INC | Reduced | 1.8M | 1.3M | -515.7K |
| Shaker Financial Services, LLC | New | 0 | 333.4K | +333.4K |
| Allspring Global Investments Holdings, LLC | Increased | 66.7K | 234.4K | +167.7K |
| SIT INVESTMENT ASSOCIATES INC | Reduced | 2.8M | 2.6M | -143.8K |
| ABSOLUTE INVESTMENT ADVISERS, LLC | Sold Out | 97.5K | 0 | -97.5K |
| Steward Partners Investment Advisory, LLC | Reduced | 250.8K | 169.8K | -80.9K |
| WOLVERINE ASSET MANAGEMENT LLC | Increased | 83.1K | 142.8K | +59.7K |
| Quarry LP | Sold Out | 58.1K | 0 | -58.1K |
| Logan Stone Capital, LLC | New | 0 | 32.1K | +32.1K |
| OSAIC HOLDINGS, INC. | Increased | 80.4K | 112.0K | +31.5K |
| READYSTATE ASSET MANAGEMENT LP | Increased | 10.0K | 37.9K | +27.9K |
| WELLS FARGO & COMPANY/MN | Increased | 300.7K | 327.4K | +26.7K |
| MGO ONE SEVEN LLC | New | 0 | 26.4K | +26.4K |
| Abel Hall, LLC | New | 0 | 25.0K | +25.0K |
| Advisors Asset Management, Inc. | Increased | 124.7K | 149.0K | +24.3K |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | Increased | 145.6K | 169.5K | +24.0K |
| INDEPENDENT FINANCIAL GROUP, LLC | New | 0 | 22.9K | +22.9K |
| PFG Advisors | Sold Out | 22.7K | 0 | -22.7K |
| Invesco Ltd. | Sold Out | 22.1K | 0 | -22.1K |
| LANDSCAPE CAPITAL MANAGEMENT, L.L.C. | Reduced | 54.0K | 31.9K | -22.1K |
| LPL Financial LLC | Reduced | 82.0K | 60.2K | -21.7K |
| MORGAN STANLEY | Reduced | 432.9K | 411.8K | -21.2K |
| BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC | Increased | 6.0K | 26.9K | +21.0K |
| Cambridge Investment Research Advisors, Inc. | Increased | 20.0K | 40.0K | +20.0K |
| Penserra Capital Management LLC | Increased | 385.4K | 400.7K | +15.3K |
| Janney Montgomery Scott LLC | New | 0 | 12.5K | +12.5K |
| VISTA INVESTMENT PARTNERS II, LLC | Sold Out | 12.1K | 0 | -12.1K |
| First National Trust Co | New | 0 | 11.6K | +11.6K |
| MAI Capital Management | Sold Out | 6.0K | 0 | -6.0K |
| Z3 Capital Partners, LLC | Increased | 420.3K | 425.7K | +5.4K |
| COMMONWEALTH EQUITY SERVICES, LLC | Reduced | 24.6K | 20.1K | -4.5K |
| AMERIPRISE FINANCIAL INC | Increased | 33.7K | 38.0K | +4.2K |
| ROYAL BANK OF CANADA | Increased | 80.7K | 83.8K | +3.1K |
| Calamos Advisors LLC | Increased | 41.4K | 44.4K | +3.0K |
| Rockefeller Capital Management L.P. | New | 0 | 2.0K | +2.0K |
| NewEdge Advisors, LLC | Increased | 46.2K | 47.9K | +1.7K |
| JONES FINANCIAL COMPANIES LLLP | New | 0 | 1.0K | +1.0K |
| IFP Advisors, Inc | New | 0 | 973 | +973 |
| Private Advisor Group, LLC | Increased | 20.1K | 20.9K | +840 |
| AlphaStar Capital Management, LLC | Increased | 29.6K | 30.2K | +636 |
| BANK OF AMERICA CORP /DE/ | Reduced | 26.0K | 25.4K | -586 |
| LEVEL FOUR ADVISORY SERVICES, LLC | Increased | 12.2K | 12.8K | +572 |
| Wealth Care LLC | Increased | 49.3K | 49.8K | +519 |
| Aurora Private Wealth, Inc. | Increased | 11.3K | 11.8K | +507 |
| Allworth Financial LP | Sold Out | 503 | 0 | -503 |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | Increased | 30.6K | 31.1K | +500 |
| CHAPIN DAVIS, INC. | Increased | 52.0K | 52.4K | +400 |
| TRUIST FINANCIAL CORP | Increased | 14.0K | 14.4K | +353 |
| Harbour Wealth Management Group, Inc. | Increased | 13.2K | 13.5K | +255 |
| Institute for Wealth Management, LLC. | New | 0 | 250 | +250 |
| Osbon Capital Management LLC | Sold Out | 168 | 0 | -168 |
| EverSource Wealth Advisors, LLC | New | 0 | 111 | +111 |
| UBS Group AG | Increased | 10.0K | 10.1K | +97 |
13F filings are due 45 days after quarter end and cover long positions in U.S.-listed equities only, so this is a lagged and partial picture: shorts, bonds and foreign listings never appear. Options positions are excluded here rather than folded into the share counts. Political ownership is coming.