TCW Strategic Income FundTSI
13F holders, Q1 2026 (March 31)69holders +5
12new positions
4sold out
1famous investor
$4.49avg. 13F price*
At the end of Q1 2026, 69 institutions reported holding TCW Strategic Income Fund (TSI) in their 13F filings, up 5 from Q4 2025. 12 opened new positions and 4 sold out. The largest holders were Sit Investment Associates Inc. ($85.1M), JP Wealth Management, Inc. ($20.1M) and 1607 Capital Partners, LLC ($11.7M). 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 Q4 2025 → Q1 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 12 | $8.2M |
| Exits | 4 | $3.9M |
All 13F filers, Q4 2025 → Q1 2026: 15,047,805 shares bought and 962,856 shares sold, net +14,084,949 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 69 holders
| Sit Investment Associates Inc. | 1.73% | Add +85.6% | 18,951,319 | $85.1M |
| JP Wealth Management, Inc. | 13.64% | Add +38.4% | 4,480,723 | $20.1M |
| 1607 Capital Partners, LLC | 0.84% | Add +33.3% | 2,609,048 | $11.7M |
| Focus Partners Wealth | 0.01% | Add +65.8% | 2,434,597 | $10.9M |
| TCW Group Inc. | 0.05% | New | 1,408,383 | $6.3M |
| Morgan Stanley | 0.00% | Add +3.8% | 1,362,075 | $6.1M |
| Diversified Management Inc. | 1.04% | Add +33.0% | 1,347,288 | $6.0M |
| Raymond James Financial Inc. | 0.00% | Add +16.5% | 1,150,017 | $5.2M |
| Northside Capital Management, LLC | 0.41% | Add +13.8% | 1,030,526 | $4.6M |
| Ameriprise Financial Inc. | 0.00% | Reduce -2.6% | 791,474 | $3.6M |
| Hara Capital LLC | 1.65% | Add +922.1% | 738,114 | $3.3M |
| National Bank of Canada | 0.00% | Add +9.4% | 394,505 | $1.8M |
| Riverbridge Partners LLC | 0.03% | Add +38.8% | 290,073 | $1.3M |
| Noble Wealth Management PBC | 0.55% | Add +65.7% | 236,732 | $1.1M |
| Wells Fargo & Company | 0.00% | Reduce -2.5% | 206,366 | $927K |
| Whipplewood Advisors, LLC | 0.39% | Add +2.7% | 165,778 | $744K |
| UBS Group AG | 0.00% | Reduce -2.7% | 160,392 | $720K |
| Quantinno Capital Management LP | 0.00% | New | 147,982 | $664K |
| HighTower Advisors, LLC | 0.00% | Add +43.9% | 93,451 | $420K |
| Balyasny Asset Management L.P. | 0.00% | New | 91,306 | $410K |
| Intellus Advisors LLC | 0.05% | Add +7.4% | 81,271 | $365K |
| Osaic Holdings, Inc. | 0.00% | Reduce -21.0% | 75,508 | $339K |
| Independent Advisor Alliance | 0.00% | New | 72,899 | $327K |
| RDA Financial Network | 0.07% | Add +34.9% | 59,805 | $269K |
| Uhlmann Price Securities, LLC | 0.02% | Add +41.8% | 50,245 | $226K |
| Integrated Wealth Concepts LLC | 0.00% | Reduce -45.5% | 42,339 | $190K |
| Sigma Planning Corp | 0.01% | No change | 41,952 | $188K |
| Cary Street Partners Financial LLC | 0.00% | Reduce -4.7% | 40,594 | $182K |
| Institute for Wealth Management, LLC. | 0.02% | No change | 40,028 | $180K |
| MML Investors Services, LLC | 0.00% | Add +4.1% | 35,262 | $158K |
| LPL Financial LLC | 0.00% | Add +4.6% | 34,395 | $154K |
| Sowell Financial Services LLC | 0.01% | No change | 33,231 | $149K |
| North Star Investment Management Corp. | 0.01% | No change | 31,212 | $140K |
| International Assets Investment Management, LLC | 0.01% | No change | 26,526 | $119K |
| Whitener Capital Management, Inc. | 0.03% | Reduce -24.3% | 25,075 | $113K |
| Allworth Financial LP | 0.00% | No change | 24,588 | $110K |
| PNC Financial Services Group, Inc. | 0.00% | Reduce -5.7% | 23,926 | $107K |
| Citadel Advisors | 0.00% | New | 23,585 | $106K |
| Mercer Global Advisors Inc. | 0.00% | No change | 23,336 | $105K |
| HRT Financial LP | 0.00% | New | 22,187 | $99K |
| Beacon Pointe Advisors, LLC | 0.00% | New | 21,600 | $97K |
| First Foundation Advisors | 0.00% | No change | 20,202 | $91K |
| Cetera Investment Advisers | 0.00% | No change | 17,190 | $77K |
| HighPoint Advisor Group LLC | 0.00% | Reduce -11.2% | 16,625 | $75K |
| Rareview Capital LLC | 0.04% | New | 15,286 | $75K |
| Susquehanna International Group, LLP | 0.00% | Reduce -37.0% | 16,452 | $74K |
| Sanctuary Advisors, LLC | 0.00% | Add +2.3% | 16,190 | $73K |
| Private Advisor Group, LLC | 0.00% | No change | 13,850 | $62K |
| Regal Investment Advisors LLC | 0.00% | No change | 13,350 | $60K |
| Bank of America Corp. | 0.00% | Reduce -73.3% | 13,274 | $60K |
| Stifel Financial Corp. | 0.00% | New | 10,770 | $48K |
| Flatrock Wealth Partners LLC | 0.02% | No change | 10,706 | $48K |
| Concurrent Investment Advisors, LLC | 0.00% | No change | 10,339 | $46K |
| Northwestern Mutual Wealth Management Co. | 0.00% | No change | 9,627 | $43K |
| Fifth Third Bancorp | 0.00% | New | 8,000 | $36K |
| Lanark Financial, Inc. | 0.00% | Reduce -4.8% | 7,839 | $35K |
| Whittier Trust Co. | 0.00% | Reduce -67.4% | 5,210 | $24K |
| Bartlett & Co. Wealth Management LLC | 0.00% | Reduce -58.3% | 5,000 | $23K |
| Royal Bank of Canada | 0.00% | No change | 4,359 | $20K |
| Thomas J. Herzfeld Advisors, Inc. | 0.01% | Add +62.9% | 3,258 | $15K |
| MH & Associates Securities Management Corp. | 0.01% | No change | 2,511 | $11K |
| Farther Finance Advisors, LLC | 0.00% | No change | 2,008 | $9K |
| Steward Partners Investment Advisory, LLC | 0.00% | No change | 1,923 | $9K |
| Rockefeller Capital Management L.P. | 0.00% | New | 1,680 | $8K |
| Evolution Wealth Management Inc. | 0.00% | No change | 1,061 | $5K |
| McIlrath & Eck, LLC | 0.00% | No change | 965 | $4K |
| GHP Investment Advisors, Inc. | 0.00% | New | 521 | $2K |
| IFP Advisors, Inc | 0.00% | No change | 500 | $2K |
| Signature Equity Partners, LLC | 0.00% | Reduce -85.0% | 300 | $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.