TCW STRATEGIC INCOME FUND (TSI) Institutional Shareholders
TCW STRATEGIC INCOME FUND (TSI) is currently reported in institutional portfolios tracked by InsiderSet based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026. The institutional investors covered on this page collectively reported approximately $85.98M in TSI holdings during the latest filing period.
Jp Wealth Management, Inc. is currently the largest disclosed institutional shareholder of TSI tracked by InsiderSet, reporting ownership valued at approximately $20.27M in its June 30, 2026 SEC Form 13F filing. Based on current market prices and the latest disclosed share count, the position is now estimated to be worth approximately $19.86M, representing an estimated loss of -2.00% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 85% of the total disclosed TSI value among the investors covered in this analysis. Major shareholders include Jp Wealth Management, Inc., 1607 Capital Partners, Llc, Focus Partners Wealth, and several other long-term asset managers with concentrated positions in TCW STRATEGIC INCOME FUND (TSI).
This page ranks the largest institutional TSI shareholders using publicly disclosed SEC Form 13F data, including reported values, estimated current holding values, portfolio allocation percentages, ownership concentration metrics, and historical holding changes across major hedge funds and investment firms.
Institutional Holders
66
Total Reported Value
$85.98M
Largest Holder
Jp Wealth Management, Inc.
Largest Position
$20.27M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
73
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Jp Wealth Management, Inc. | 12.76% | 4,493,487 | $20,265,626 | $19,861,213 | -$404,413 | -2.00% | |
| 1607 Capital Partners, Llc | 0.84% | 2,609,048 | $11,714,626 | $11,531,992 | -$182,634 | -1.56% | |
| Focus Partners Wealth | 0.01% | 2,434,597 | $10,931,343 | $10,760,919 | -$170,424 | -1.56% | |
| Morgan Stanley | 0.00% | 1,362,075 | $6,115,723 | $6,020,372 | -$95,352 | -1.56% | |
| Diversified Management Inc | 1.25% | 1,300,762 | $5,866,437 | $5,749,368 | -$117,069 | -2.00% | |
| Raymond James Financial Inc | 0.00% | 1,150,017 | $5,163,574 | $5,083,075 | -$80,499 | -1.56% | |
| Northside Capital Management, Llc | 0.38% | 1,030,526 | $4,647,675 | $4,554,925 | -$92,750 | -2.00% | |
| Ameriprise Financial Inc | 0.00% | 791,474 | $3,553,779 | $3,498,315 | -$55,464 | -1.56% | |
| Hara Capital Llc | 1.65% | 738,114 | $3,314,132 | $3,262,464 | -$51,668 | -1.56% | |
| National Bank Of Canada | 0.00% | 394,505 | $1,771,327 | $1,743,712 | -$27,615 | -1.56% | |
| Rareview Capital Llc | 0.84% | 307,541 | $1,500,800 | $1,359,331 | -$141,469 | -9.43% | |
| Riverbridge Partners Llc | 0.04% | 298,509 | $1,346,275 | $1,319,410 | -$26,865 | -2.00% | |
| Noble Wealth Management Pbc | 0.57% | 276,747 | $1,248,129 | $1,223,222 | -$24,907 | -2.00% | |
| Wells Fargo & Company/Mn | 0.00% | 206,366 | $926,584 | $912,138 | -$14,446 | -1.56% | |
| Whipplewood Advisors, Llc | 0.51% | 166,871 | $752,588 | $737,570 | -$15,018 | -2.00% | |
| Ubs Group Ag | 0.00% | 160,392 | $720,160 | $708,933 | -$11,227 | -1.56% | |
| Quantinno Capital Management Lp | 0.00% | 147,982 | $664,439 | $654,080 | -$10,359 | -1.56% | |
| Hightower Advisors, Llc | 0.00% | 93,451 | $419,595 | $413,053 | -$6,542 | -1.56% | |
| Balyasny Asset Management L.P. | 0.00% | 91,306 | $409,964 | $403,573 | -$6,391 | -1.56% | |
| Intellus Advisors Llc | 0.05% | 81,271 | $364,905 | $359,218 | -$5,687 | -1.56% | |
| Osaic Holdings, Inc. | 0.00% | 75,508 | $339,030 | $333,745 | -$5,285 | -1.56% | |
| Independent Advisor Alliance | 0.00% | 72,899 | $327,317 | $322,214 | -$5,103 | -1.56% | |
| Uhlmann Price Securities, Llc | 0.01% | 58,079 | $261,944 | $256,709 | -$5,235 | -2.00% | |
| Rda Financial Network | 0.06% | 57,805 | $260,699 | $255,498 | -$5,201 | -1.99% | |
| Integrated Wealth Concepts Llc | 0.00% | 42,339 | $190,102 | $187,138 | -$2,964 | -1.56% | |
| Sigma Planning Corp | 0.01% | 41,952 | $188,363 | $185,428 | -$2,935 | -1.56% | |
| Cary Street Partners Financial Llc | 0.00% | 40,594 | $183,079 | $179,425 | -$3,654 | -2.00% | |
| Institute For Wealth Management, Llc. | 0.02% | 38,028 | $171,507 | $168,084 | -$3,423 | -2.00% | |
| Mml Investors Services, Llc | 0.00% | 35,262 | $158,325 | $155,858 | -$2,467 | -1.56% | |
| Lpl Financial Llc | 0.00% | 34,395 | $154,431 | $152,026 | -$2,405 | -1.56% | |
| Sowell Financial Services Llc | 0.00% | 33,231 | $149,873 | $146,881 | -$2,992 | -2.00% | |
| North Star Investment Management Corp. | 0.01% | 31,212 | $140,764 | $137,957 | -$2,807 | -1.99% | |
| International Assets Investment Management, Llc | 0.01% | 26,526 | $119,367 | $117,245 | -$2,122 | -1.78% | |
| Allworth Financial Lp | 0.00% | 24,588 | $110,401 | $108,679 | -$1,722 | -1.56% | |
| Pnc Financial Services Group, Inc. | 0.00% | 23,926 | $107,429 | $105,753 | -$1,676 | -1.56% | |
| Citadel Advisors Llc | 0.00% | 23,585 | $105,897 | $104,246 | -$1,651 | -1.56% | |
| Mercer Global Advisors Inc | 0.00% | 23,336 | $104,780 | $103,145 | -$1,635 | -1.56% | |
| Beacon Pointe Advisors, Llc | 0.00% | 21,600 | $96,984 | $95,472 | -$1,512 | -1.56% | |
| First Foundation Advisors | 0.00% | 20,202 | $90,707 | $89,293 | -$1,414 | -1.56% | |
| Sit Investment Associates Inc | 1.73% | 18,951,319 | $85,091 | $83,764,830 | +$83,679,739 | +98341.47% | |
| Cetera Investment Advisers | 0.00% | 17,190 | $77,183 | $75,980 | -$1,203 | -1.56% | |
| Highpoint Advisor Group Llc | 0.00% | 16,625 | $74,646 | $73,483 | -$1,164 | -1.56% | |
| Susquehanna International Group, Llp | 0.00% | 16,452 | $73,869 | $72,718 | -$1,151 | -1.56% | |
| Sanctuary Advisors, Llc | 0.00% | 16,190 | $72,693 | $71,560 | -$1,133 | -1.56% | |
| Whitener Capital Management, Inc. | 0.01% | 15,185 | $68,484 | $67,118 | -$1,366 | -2.00% | |
| Private Advisor Group, Llc | 0.00% | 13,850 | $62,464 | $61,217 | -$1,247 | -2.00% | |
| Regal Investment Advisors Llc | 0.00% | 13,350 | $59,942 | $59,007 | -$935 | -1.56% | |
| Bank Of America Corp | 0.00% | 13,274 | $59,602 | $58,671 | -$931 | -1.56% | |
| Stifel Financial Corp | 0.00% | 10,770 | $48,357 | $47,603 | -$754 | -1.56% | |
| Flatrock Wealth Partners Llc | 0.02% | 10,706 | $48,070 | $47,321 | -$749 | -1.56% |
Frequently asked questions about TSI
Who owns the most TSI stock?
The largest holders of TSI are typically major institutional investors such as asset managers and hedge funds reporting on Form 13F. The table above ranks tracked superinvestors by reported position size using the latest available filings for TCW STRATEGIC INCOME FUND (TSI).
Is TSI widely held by superinvestors?
Many widely followed stocks like TSI appear across numerous superinvestor portfolios because of liquidity, index inclusion, and fundamentals. The holder count and table above show how broadly TSI is represented among the institutional managers we track.
What do “Current Estimated Value”, “Gain/loss Since Filing”, and “Estimated Portfolio Performance” mean?
Current Estimated Value is reported share quantity from the latest 13F times our most recent split-adjusted U.S. session close. Gain/loss Since Filing is that estimate minus the reported 13F dollar value; Estimated Portfolio Performance is that difference as a percent of the reported value. Green means the estimate is above the filing value; red means below (not purchase cost). If many filers share the same implied filing price per share, the performance % may match across rows. These are not official fund marks or live quotes.