TCW Strategic Income FundTSI
13F holders, Q2 2025 (June 30)62holders
9new positions
5sold out
1famous investor
$4.88avg. 13F price*
At the end of Q2 2025, 62 institutions reported holding TCW Strategic Income Fund (TSI) in their 13F filings, unchanged from Q1 2025. 9 opened new positions and 5 sold out. The largest holders were Sit Investment Associates Inc. ($39.5M), JP Wealth Management, Inc. ($15.7M) and 1607 Capital Partners, LLC ($12.6M). 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 2025 → Q2 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 9 | $1.7M |
| Exits | 5 | $2.4M |
All 13F filers, Q1 2025 → Q2 2025: 1,378,607 shares bought and 821,485 shares sold, net +557,122 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 62 holders
| Sit Investment Associates Inc. | 0.84% | Add +8.2% | 8,096,676 | $39.5M |
| JP Wealth Management, Inc. | 11.73% | Add +5.6% | 3,213,023 | $15.7M |
| 1607 Capital Partners, LLC | 1.02% | Reduce -3.2% | 2,585,334 | $12.6M |
| NorthCoast Asset Management LLC | 0.03% | Reduce -2.5% | 1,476,147 | $7.2M |
| Morgan Stanley | 0.00% | Add +3.9% | 1,228,234 | $6.0M |
| Northside Capital Management, LLC | 0.39% | No change | 1,058,672 | $5.2M |
| Raymond James Financial Inc. | 0.00% | Reduce -2.9% | 957,307 | $4.7M |
| Ameriprise Financial Inc. | 0.00% | Reduce -5.7% | 875,524 | $4.3M |
| SeaBridge Investment Advisors LLC | 0.73% | Add +17.6% | 805,169 | $3.9M |
| Wells Fargo & Company | 0.00% | Reduce -9.5% | 244,449 | $1.2M |
| UBS Group AG | 0.00% | Add +19.4% | 183,825 | $897K |
| Riverbridge Partners LLC | 0.01% | Add +4.0% | 170,101 | $830K |
| Whipplewood Advisors, LLC | 0.42% | New | 158,266 | $772K |
| Osaic Holdings, Inc. | 0.00% | Reduce -16.3% | 95,852 | $468K |
| Jane Street Group, LLC | 0.00% | New | 70,281 | $343K |
| First Foundation Advisors | 0.01% | Reduce -21.4% | 52,994 | $259K |
| HighTower Advisors, LLC | 0.00% | No change | 51,823 | $253K |
| Intellus Advisors LLC | 0.04% | Add +6.0% | 49,754 | $243K |
| Institute for Wealth Management, LLC. | 0.03% | Reduce -0.8% | 49,004 | $239K |
| RDA Financial Network | 0.06% | Reduce -2.5% | 45,853 | $224K |
| Cary Street Partners Financial LLC | 0.01% | No change | 45,294 | $221K |
| Transatlantique Private Wealth LLC | 0.08% | No change | 44,617 | $218K |
| LPL Financial LLC | 0.00% | Add +185.3% | 43,059 | $210K |
| Sigma Planning Corp | 0.01% | No change | 41,952 | $205K |
| Bank of America Corp. | 0.00% | Add +13.6% | 41,740 | $204K |
| Uhlmann Price Securities, LLC | 0.14% | Add +1.3% | 38,746 | $189K |
| Whitener Capital Management, Inc. | 0.05% | Reduce -3.9% | 37,147 | $181K |
| International Assets Investment Management, LLC | 0.01% | Reduce -20.1% | 37,059 | $181K |
| MML Investors Services, LLC | 0.00% | Add +1.3% | 35,930 | $175K |
| Hara Capital LLC | 0.10% | New | 34,223 | $167K |
| Sowell Financial Services LLC | 0.01% | No change | 33,231 | $162K |
| Integrated Wealth Concepts LLC | 0.00% | Reduce -0.3% | 31,976 | $156K |
| North Star Investment Management Corp. | 0.01% | No change | 31,212 | $152K |
| Readystate Asset Management LP | 0.01% | New | 27,456 | $134K |
| PNC Financial Services Group, Inc. | 0.00% | Reduce -44.0% | 23,722 | $116K |
| Allworth Financial LP | 0.00% | New | 23,000 | $112K |
| Mercer Global Advisors Inc. | 0.00% | No change | 22,736 | $111K |
| Envestnet Asset Management Inc. | 0.00% | No change | 21,651 | $106K |
| Susquehanna International Group, LLP | 0.00% | New | 21,588 | $105K |
| Cetera Investment Advisers | 0.00% | Reduce -20.9% | 16,965 | $83K |
| Goldman Sachs Group Inc. | 0.00% | New | 16,400 | $80K |
| Tortoise Investment Management, LLC | 0.01% | Reduce -31.3% | 16,325 | $80K |
| Citadel Advisors | 0.00% | Reduce -47.7% | 16,282 | $79K |
| Litman Gregory Wealth Management LLC | 0.01% | No change | 16,200 | $79K |
| Whittier Trust Co. | 0.00% | No change | 15,978 | $78K |
| Sanctuary Advisors, LLC | 0.00% | Add +1.3% | 15,423 | $75K |
| Stifel Financial Corp. | 0.00% | Add +8.1% | 14,190 | $69K |
| Regal Investment Advisors LLC | 0.00% | No change | 13,350 | $65K |
| Bartlett & Co. Wealth Management LLC | 0.00% | No change | 12,000 | $59K |
| Northwestern Mutual Wealth Management Co. | 0.00% | Add +0.4% | 11,362 | $55K |
| Focus Partners Wealth | 0.00% | No change | 10,275 | $51K |
| Avidian Wealth Enterprises, LLC | 0.00% | Add +0.4% | 10,058 | $49K |
| Lanark Financial, Inc. | 0.00% | Add +0.3% | 8,619 | $42K |
| Elequin Capital, LP | 0.01% | New | 6,351 | $31K |
| Comerica Bank | 0.00% | No change | 6,000 | $29K |
| Royal Bank of Canada | 0.00% | No change | 4,254 | $21K |
| Thomas J. Herzfeld Advisors, Inc. | 0.00% | No change | 2,000 | $10K |
| Steward Partners Investment Advisory, LLC | 0.00% | No change | 1,923 | $9K |
| McIlrath & Eck, LLC | 0.00% | No change | 965 | $5K |
| WFA of San Diego, LLC | 0.00% | — | 750 | $4K |
| IFP Advisors, Inc | 0.00% | No change | 500 | $2K |
| Tower Research Capital LLC (TRC) | 0.00% | New | 158 | $771 |
"% of holder's portfolio" is TSI's weight in each manager's 13F, not the share of TCW Strategic Income Fund the manager owns.