TCW Strategic Income FundTSI
13F holders, Q3 2025 (September 30)59holders −3
4new positions
9sold out
$4.92avg. 13F price*
At the end of Q3 2025, 59 institutions reported holding TCW Strategic Income Fund (TSI) in their 13F filings, down 3 from Q2 2025. 4 opened new positions and 9 sold out. The largest holders were Sit Investment Associates Inc. ($46.5M), JP Wealth Management, Inc. ($14.8M) and 1607 Capital Partners, LLC ($11.7M).
- Company
- TCW Strategic Income Fund
- CUSIP
- 872340104
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q2 2025 → Q3 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 4 | $659K |
| Exits | 9 | $800K |
All 13F filers, Q2 2025 → Q3 2025: 1,572,778 shares bought and 1,130,998 shares sold, net +441,780 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 59 holders
| Sit Investment Associates Inc. | 0.94% | Add +16.6% | 9,441,989 | $46.5M |
| JP Wealth Management, Inc. | 9.95% | Reduce -6.4% | 3,006,023 | $14.8M |
| 1607 Capital Partners, LLC | 0.88% | Reduce -8.0% | 2,377,434 | $11.7M |
| NorthCoast Asset Management LLC | 0.03% | Reduce -8.0% | 1,357,667 | $6.7M |
| Morgan Stanley | 0.00% | Add +1.8% | 1,250,884 | $6.2M |
| Raymond James Financial Inc. | 0.00% | Reduce -1.9% | 939,399 | $4.6M |
| Northside Capital Management, LLC | 0.41% | Reduce -14.4% | 905,985 | $4.5M |
| Ameriprise Financial Inc. | 0.00% | Reduce -6.7% | 816,935 | $4.0M |
| SeaBridge Investment Advisors LLC | 0.56% | Reduce -13.3% | 697,752 | $3.4M |
| Wells Fargo & Company | 0.00% | Add +9.0% | 266,469 | $1.3M |
| Riverbridge Partners LLC | 0.01% | Add +2.5% | 174,353 | $858K |
| Whipplewood Advisors, LLC | 0.52% | Add +0.8% | 159,568 | $785K |
| UBS Group AG | 0.00% | Reduce -14.7% | 156,821 | $772K |
| Noble Wealth Management PBC | 0.38% | — | 144,525 | $711K |
| Seven Mile Advisory | 0.09% | New | 107,700 | $530K |
| Osaic Holdings, Inc. | 0.00% | Add +0.0% | 95,858 | $476K |
| Intellus Advisors LLC | 0.05% | Add +38.3% | 68,796 | $338K |
| HighTower Advisors, LLC | 0.00% | Add +20.0% | 62,196 | $306K |
| Institute for Wealth Management, LLC. | 0.03% | No change | 49,004 | $241K |
| Hara Capital LLC | 0.13% | Add +32.4% | 45,314 | $223K |
| Cary Street Partners Financial LLC | 0.01% | No change | 45,294 | $223K |
| RDA Financial Network | 0.05% | Reduce -4.2% | 43,944 | $216K |
| LPL Financial LLC | 0.00% | Reduce -2.3% | 42,091 | $207K |
| Bank of America Corp. | 0.00% | Add +0.7% | 42,015 | $207K |
| Sigma Planning Corp | 0.01% | No change | 41,952 | $206K |
| International Assets Investment Management, LLC | 0.01% | No change | 37,059 | $182K |
| MML Investors Services, LLC | 0.00% | Add +1.3% | 36,409 | $179K |
| Transatlantique Private Wealth LLC | 0.06% | Reduce -19.7% | 35,844 | $176K |
| Uhlmann Price Securities, LLC | 0.11% | Reduce -9.2% | 35,185 | $173K |
| Whitener Capital Management, Inc. | 0.04% | Reduce -7.0% | 34,537 | $170K |
| Sowell Financial Services LLC | 0.01% | No change | 33,231 | $163K |
| Integrated Wealth Concepts LLC | 0.00% | Reduce -0.4% | 31,856 | $157K |
| North Star Investment Management Corp. | 0.01% | No change | 31,212 | $154K |
| Allworth Financial LP | 0.00% | No change | 23,000 | $113K |
| Mercer Global Advisors Inc. | 0.00% | No change | 22,736 | $112K |
| PNC Financial Services Group, Inc. | 0.00% | Reduce -8.0% | 21,826 | $107K |
| First Foundation Advisors | 0.00% | Reduce -61.9% | 20,202 | $99K |
| Cetera Investment Advisers | 0.00% | Add +1.3% | 17,190 | $85K |
| Tortoise Investment Management, LLC | 0.01% | No change | 16,325 | $80K |
| Litman Gregory Wealth Management LLC | 0.01% | No change | 16,200 | $80K |
| Whittier Trust Co. | 0.00% | No change | 15,978 | $79K |
| Sanctuary Advisors, LLC | 0.00% | Add +1.3% | 15,628 | $77K |
| Stifel Financial Corp. | 0.00% | Add +0.4% | 14,241 | $70K |
| Private Advisor Group, LLC | 0.00% | New | 13,850 | $68K |
| Regal Investment Advisors LLC | 0.00% | No change | 13,350 | $66K |
| MB Generational Wealth, LLC | 0.04% | — | 12,812 | $63K |
| Northwestern Mutual Wealth Management Co. | 0.00% | Add +11.8% | 12,707 | $63K |
| Bartlett & Co. Wealth Management LLC | 0.00% | No change | 12,000 | $60K |
| XTX Topco Ltd | 0.00% | New | 10,444 | $51K |
| Avidian Wealth Enterprises, LLC | 0.00% | Add +0.4% | 10,100 | $50K |
| Readystate Asset Management LP | 0.00% | Reduce -63.5% | 10,008 | $49K |
| Lanark Financial, Inc. | 0.00% | Reduce -2.3% | 8,419 | $41K |
| Comerica Bank | 0.00% | No change | 6,000 | $30K |
| Royal Bank of Canada | 0.00% | Add +2.5% | 4,359 | $21K |
| Farther Finance Advisors, LLC | 0.00% | New | 2,008 | $10K |
| 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 |
| IFP Advisors, Inc | 0.00% | No change | 500 | $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.