TCW Strategic Income FundTSI
13F holders, Q4 2025 (December 31)64holders +5
8new positions
7sold out
$4.94avg. 13F price*
At the end of Q4 2025, 64 institutions reported holding TCW Strategic Income Fund (TSI) in their 13F filings, up 5 from Q3 2025. 8 opened new positions and 7 sold out. The largest holders were Sit Investment Associates Inc. ($50.4M), JP Wealth Management, Inc. ($16.0M) and 1607 Capital Partners, LLC ($9.7M).
- Company
- TCW Strategic Income Fund
- CUSIP
- 872340104
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q3 2025 → Q4 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 8 | $9.4M |
| Exits | 7 | $7.0M |
All 13F filers, Q3 2025 → Q4 2025: 3,156,348 shares bought and 1,984,560 shares sold, net +1,171,788 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 64 holders
| Sit Investment Associates Inc. | 0.99% | Add +8.1% | 10,208,852 | $50.4M |
| JP Wealth Management, Inc. | 11.30% | Add +7.7% | 3,237,474 | $16.0M |
| 1607 Capital Partners, LLC | 0.66% | Reduce -17.7% | 1,956,788 | $9.7M |
| Focus Partners Wealth | 0.01% | New | 1,468,362 | $7.3M |
| Morgan Stanley | 0.00% | Add +5.0% | 1,312,802 | $6.5M |
| Diversified Management Inc. | 1.17% | — | 1,012,610 | $5.0M |
| Raymond James Financial Inc. | 0.00% | Add +5.1% | 986,994 | $4.9M |
| Northside Capital Management, LLC | 0.39% | No change | 905,985 | $4.5M |
| Ameriprise Financial Inc. | 0.00% | Reduce -0.5% | 812,503 | $4.0M |
| SeaBridge Investment Advisors LLC | 0.54% | Reduce -4.4% | 667,324 | $3.3M |
| National Bank of Canada | 0.00% | New | 360,738 | $1.8M |
| Wells Fargo & Company | 0.00% | Reduce -20.5% | 211,764 | $1.0M |
| Riverbridge Partners LLC | 0.02% | Add +19.9% | 208,992 | $1.0M |
| UBS Group AG | 0.00% | Add +5.1% | 164,791 | $814K |
| Whipplewood Advisors, LLC | 0.51% | Add +1.2% | 161,434 | $797K |
| Noble Wealth Management PBC | 0.35% | Reduce -1.2% | 142,839 | $706K |
| Seven Mile Advisory | 0.10% | Add +6.8% | 114,997 | $568K |
| Osaic Holdings, Inc. | 0.00% | Reduce -0.3% | 95,533 | $472K |
| Integrated Wealth Concepts LLC | 0.00% | Add +144.1% | 77,756 | $384K |
| Intellus Advisors LLC | 0.05% | Add +10.0% | 75,670 | $374K |
| Hara Capital LLC | 0.20% | Add +59.4% | 72,214 | $366K |
| HighTower Advisors, LLC | 0.00% | Add +4.4% | 64,953 | $321K |
| Bank of America Corp. | 0.00% | Add +18.6% | 49,810 | $246K |
| RDA Financial Network | 0.05% | Add +0.9% | 44,344 | $219K |
| Cary Street Partners Financial LLC | 0.01% | Reduce -6.0% | 42,594 | $210K |
| Sigma Planning Corp | 0.01% | No change | 41,952 | $207K |
| Institute for Wealth Management, LLC. | 0.02% | Reduce -18.3% | 40,028 | $198K |
| Uhlmann Price Securities, LLC | 0.10% | Add +0.7% | 35,429 | $175K |
| MML Investors Services, LLC | 0.00% | Reduce -7.0% | 33,868 | $167K |
| Transatlantique Private Wealth LLC | 0.05% | Reduce -5.9% | 33,727 | $167K |
| Sowell Financial Services LLC | 0.01% | No change | 33,231 | $164K |
| Whitener Capital Management, Inc. | 0.04% | Reduce -4.0% | 33,137 | $164K |
| LPL Financial LLC | 0.00% | Reduce -21.9% | 32,886 | $162K |
| North Star Investment Management Corp. | 0.01% | No change | 31,212 | $154K |
| International Assets Investment Management, LLC | 0.01% | Reduce -28.4% | 26,526 | $131K |
| Susquehanna International Group, LLP | 0.00% | New | 26,094 | $129K |
| PNC Financial Services Group, Inc. | 0.00% | Add +16.3% | 25,372 | $125K |
| Allworth Financial LP | 0.00% | Add +6.9% | 24,588 | $121K |
| Mercer Global Advisors Inc. | 0.00% | Add +2.6% | 23,336 | $115K |
| First Foundation Advisors | 0.00% | No change | 20,202 | $100K |
| HighPoint Advisor Group LLC | 0.00% | New | 18,725 | $93K |
| Cetera Investment Advisers | 0.00% | No change | 17,190 | $85K |
| Litman Gregory Wealth Management LLC | 0.01% | No change | 16,200 | $80K |
| Sanctuary Advisors, LLC | 0.00% | Add +1.3% | 15,832 | $78K |
| Whittier Trust Co. | 0.00% | No change | 15,978 | $78K |
| &partners | 0.00% | New | 14,349 | $71K |
| Private Advisor Group, LLC | 0.00% | No change | 13,850 | $68K |
| Regal Investment Advisors LLC | 0.00% | No change | 13,350 | $66K |
| Bartlett & Co. Wealth Management LLC | 0.00% | No change | 12,000 | $61K |
| Flatrock Wealth Partners LLC | 0.03% | — | 10,706 | $54K |
| Concurrent Investment Advisors, LLC | 0.00% | New | 10,339 | $51K |
| Northwestern Mutual Wealth Management Co. | 0.00% | Reduce -24.2% | 9,627 | $48K |
| Lanark Financial, Inc. | 0.00% | Reduce -2.2% | 8,230 | $41K |
| Comerica Bank | 0.00% | No change | 6,000 | $30K |
| Royal Bank of Canada | 0.00% | No change | 4,359 | $22K |
| MH & Associates Securities Management Corp. | 0.01% | — | 2,511 | $12K |
| Farther Finance Advisors, LLC | 0.00% | No change | 2,008 | $10K |
| Signature Equity Partners, LLC | 0.01% | — | 2,000 | $10K |
| Thomas J. Herzfeld Advisors, Inc. | 0.00% | No change | 2,000 | $10K |
| Steward Partners Investment Advisory, LLC | 0.00% | No change | 1,923 | $10K |
| Evolution Wealth Management Inc. | 0.00% | New | 1,061 | $5K |
| McIlrath & Eck, LLC | 0.00% | No change | 965 | $5K |
| IFP Advisors, Inc | 0.00% | No change | 500 | $2K |
| Assetmark, Inc. | 0.00% | New | 273 | $1K |
"% of holder's portfolio" is TSI's weight in each manager's 13F, not the share of TCW Strategic Income Fund the manager owns.