TCW Strategic Income FundTSI
13F holders, Q2 2026 (June 30)69holders
6new positions
5sold out
1famous investor
$4.51avg. 13F price*
At the end of Q2 2026, 69 institutions reported holding TCW Strategic Income Fund (TSI) in their 13F filings, unchanged from Q1 2026. 6 opened new positions and 5 sold out. The largest holders were Sit Investment Associates Inc. ($93.6M), JP Wealth Management, Inc. ($20.3M) and Focus Partners Wealth ($11.8M). One famous investor held it Ken Griffin (0.0% of Citadel Advisors's portfolio).
- Company
- TCW Strategic Income Fund
- CUSIP
- 872340104
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2026 → Q2 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 6 | $1.1M |
| Exits | 5 | $537K |
All 13F filers, Q1 2026 → Q2 2026: 2,769,010 shares bought and 1,101,899 shares sold, net +1,667,111 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 69 holders
| Sit Investment Associates Inc. | 1.77% | Add +9.5% | 20,744,061 | $93.6M |
| JP Wealth Management, Inc. | 12.76% | Add +0.3% | 4,493,487 | $20.3M |
| Focus Partners Wealth | 0.01% | Add +7.0% | 2,605,913 | $11.8M |
| 1607 Capital Partners, LLC | 0.71% | Reduce -30.6% | 1,809,792 | $8.2M |
| TCW Group Inc. | 0.04% | Add +4.6% | 1,473,369 | $6.6M |
| Morgan Stanley | 0.00% | Add +0.2% | 1,364,445 | $6.2M |
| Diversified Management Inc. | 1.25% | Reduce -3.5% | 1,300,762 | $5.9M |
| Raymond James Financial Inc. | 0.00% | Add +0.5% | 1,156,221 | $5.2M |
| Northside Capital Management, LLC | 0.38% | No change | 1,030,526 | $4.6M |
| Ameriprise Financial Inc. | 0.00% | Add +6.1% | 839,961 | $3.8M |
| Hara Capital LLC | 1.80% | Add +2.3% | 755,114 | $3.4M |
| National Bank of Canada | 0.00% | No change | 394,505 | $1.8M |
| Rareview Capital LLC | 0.84% | Add +1911.9% | 307,541 | $1.5M |
| Riverbridge Partners LLC | 0.04% | Add +2.9% | 298,509 | $1.3M |
| Noble Wealth Management PBC | 0.57% | Add +16.9% | 276,747 | $1.2M |
| Wells Fargo & Company | 0.00% | Reduce -2.3% | 201,565 | $909K |
| Whipplewood Advisors, LLC | 0.51% | Add +0.7% | 166,871 | $753K |
| UBS Group AG | 0.00% | Add +2.2% | 163,904 | $739K |
| Guggenheim Capital LLC | 0.00% | New | 156,678 | $707K |
| Quantinno Capital Management LP | 0.00% | No change | 147,982 | $667K |
| Intellus Advisors LLC | 0.05% | Add +21.1% | 98,452 | $444K |
| Osaic Holdings, Inc. | 0.00% | Add +3.1% | 77,861 | $351K |
| HighTower Advisors, LLC | 0.00% | Reduce -19.9% | 74,895 | $338K |
| Uhlmann Price Securities, LLC | 0.01% | Add +15.6% | 58,079 | $262K |
| RDA Financial Network | 0.06% | Reduce -3.3% | 57,805 | $261K |
| Citadel Advisors | 0.00% | Add +97.5% | 46,592 | $210K |
| Sigma Planning Corp | 0.00% | No change | 41,952 | $189K |
| Cary Street Partners Financial LLC | 0.00% | No change | 40,594 | $183K |
| Institute for Wealth Management, LLC. | 0.02% | Reduce -5.0% | 38,028 | $172K |
| Integrated Wealth Concepts LLC | 0.00% | Reduce -17.4% | 34,949 | $158K |
| LPL Financial LLC | 0.00% | Add +0.2% | 34,464 | $155K |
| Sowell Financial Services LLC | 0.00% | No change | 33,231 | $150K |
| North Star Investment Management Corp. | 0.01% | No change | 31,212 | $141K |
| Logan Stone Capital, LLC | 0.03% | New | 26,926 | $121K |
| International Assets Investment Management, LLC | 0.01% | No change | 26,526 | $119K |
| Susquehanna International Group, LLP | 0.00% | Add +60.4% | 26,388 | $119K |
| Readystate Asset Management LP | 0.01% | New | 25,489 | $115K |
| Allworth Financial LP | 0.00% | No change | 24,588 | $111K |
| Beacon Pointe Advisors, LLC | 0.00% | Add +9.3% | 23,600 | $106K |
| PNC Financial Services Group, Inc. | 0.00% | Reduce -2.9% | 23,229 | $105K |
| Mercer Global Advisors Inc. | 0.00% | Reduce -1.8% | 22,911 | $103K |
| Compound Planning, Inc. | 0.00% | New | 21,000 | $95K |
| First Foundation Advisors | 0.00% | No change | 20,202 | $91K |
| Balyasny Asset Management L.P. | 0.00% | Reduce -81.4% | 16,994 | $77K |
| Cetera Investment Advisers | 0.00% | Reduce -2.4% | 16,777 | $76K |
| Sanctuary Advisors, LLC | 0.00% | No change | 16,190 | $73K |
| HighPoint Advisor Group LLC | 0.00% | Reduce -5.4% | 15,725 | $71K |
| Whitener Capital Management, Inc. | 0.01% | Reduce -39.4% | 15,185 | $68K |
| Bank of America Corp. | 0.00% | Add +13.6% | 15,075 | $68K |
| Private Advisor Group, LLC | 0.00% | No change | 13,850 | $62K |
| HRT Financial LP | 0.00% | Reduce -37.9% | 13,789 | $62K |
| Regal Investment Advisors LLC | 0.00% | No change | 13,350 | $60K |
| Jane Street Group, LLC | 0.00% | New | 11,704 | $53K |
| Stifel Financial Corp. | 0.00% | Add +0.7% | 10,848 | $49K |
| Concurrent Investment Advisors, LLC | 0.00% | Add +1.4% | 10,484 | $47K |
| Fifth Third Bancorp | 0.00% | No change | 8,000 | $36K |
| Lanark Financial, Inc. | 0.00% | Add +0.4% | 7,868 | $35K |
| Whittier Trust Co. | 0.00% | No change | 5,210 | $23K |
| Bartlett & Co. Wealth Management LLC | 0.00% | No change | 5,000 | $23K |
| Northwestern Mutual Wealth Management Co. | 0.00% | Reduce -48.5% | 4,959 | $22K |
| Thomas J. Herzfeld Advisors, Inc. | 0.00% | No change | 3,258 | $15K |
| Farther Finance Advisors, LLC | 0.00% | Add +49.8% | 3,008 | $14K |
| MH & Associates Securities Management Corp. | 0.01% | No change | 2,511 | $11K |
| Royal Bank of Canada | 0.00% | Reduce -45.9% | 2,359 | $11K |
| Steward Partners Investment Advisory, LLC | 0.00% | No change | 1,923 | $9K |
| Rockefeller Capital Management L.P. | 0.00% | No change | 1,680 | $8K |
| Evolution Wealth Management Inc. | 0.00% | No change | 1,061 | $5K |
| IFG Advisory, LLC | 0.00% | New | 600 | $3K |
| GHP Investment Advisors, Inc. | 0.00% | No change | 521 | $2K |
"% of holder's portfolio" is TSI's weight in each manager's 13F, not the share of TCW Strategic Income Fund the manager owns.