TSI Institutional Ownership & Shareholders
TCW STRATEGIC INCOME FUND (TSI) is currently held by 71 institutional investors tracked by InsiderSet, with a combined reported market value of approximately $173.89M based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026.
Sit Investment Associates Inc is currently the largest disclosed institutional shareholder of TSI tracked by InsiderSet, reporting ownership valued at approximately $93.56M 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 $89.41M, representing an estimated loss of -4.43% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 92% of the total disclosed TSI value among the investors covered in this analysis. Major shareholders include Sit Investment Associates Inc, Jp Wealth Management, Inc., 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
71
Total Reported Value
$173.89M
Largest Holder
Sit Investment Associates Inc
Largest Position
$93.56M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
86
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Sit Investment Associates Inc | 1.77% | 20,744,061 | $93,556,000 | $89,406,903 | -$4,149,097 | -4.43% | |
| Jp Wealth Management, Inc. | 12.67% | 4,652,246 | $20,004,658 | $20,051,180 | +$46,522 | +0.23% | |
| Focus Partners Wealth | 0.01% | 2,605,913 | $11,752,670 | $11,231,485 | -$521,185 | -4.43% | |
| 1607 Capital Partners, Llc | 0.71% | 1,809,792 | $8,162,162 | $7,800,204 | -$361,958 | -4.43% | |
| Morgan Stanley | 0.00% | 1,364,445 | $6,153,647 | $5,880,758 | -$272,889 | -4.43% | |
| Raymond James Financial Inc | 0.00% | 1,156,221 | $5,214,558 | $4,983,313 | -$231,245 | -4.43% | |
| Northside Capital Management, Llc | 0.35% | 1,030,526 | $4,431,265 | $4,441,567 | +$10,302 | +0.23% | |
| Ameriprise Financial Inc | 0.00% | 839,961 | $3,788,269 | $3,620,232 | -$168,037 | -4.44% | |
| Diversified Management Inc | 0.63% | 834,352 | $3,587,714 | $3,596,057 | +$8,343 | +0.23% | |
| Hara Capital Llc | 1.58% | 766,114 | $3,294,290 | $3,301,951 | +$7,661 | +0.23% | |
| National Bank Of Canada | 0.00% | 394,505 | $1,775,272 | $1,700,317 | -$74,955 | -4.22% | |
| Rareview Capital Llc | 0.84% | 307,541 | $1,500,800 | $1,325,502 | -$175,298 | -11.68% | |
| Noble Wealth Management Pbc | 0.62% | 314,258 | $1,351,309 | $1,354,452 | +$3,143 | +0.23% | |
| Riverbridge Partners Llc | 0.04% | 298,509 | $1,346,275 | $1,286,574 | -$59,701 | -4.43% | |
| Wells Fargo & Company/Mn | 0.00% | 201,565 | $909,060 | $868,745 | -$40,315 | -4.43% | |
| Ubs Group Ag | 0.00% | 163,904 | $739,207 | $706,426 | -$32,781 | -4.43% | |
| Guggenheim Capital Llc | 0.00% | 156,678 | $706,618 | $675,282 | -$31,336 | -4.43% | |
| Quantinno Capital Management Lp | 0.00% | 147,982 | $667,399 | $637,802 | -$29,597 | -4.43% | |
| Intellus Advisors Llc | 0.05% | 98,452 | $444,017 | $424,328 | -$19,689 | -4.43% | |
| Osaic Holdings, Inc. | 0.00% | 77,861 | $351,151 | $335,581 | -$15,570 | -4.43% | |
| Uhlmann Price Securities, Llc | 0.01% | 58,079 | $261,944 | $250,320 | -$11,624 | -4.44% | |
| Hennion & Walsh Asset Management, Inc. | 0.01% | 52,228 | $224,580 | $225,103 | +$523 | +0.23% | |
| Citadel Advisors Llc | 0.00% | 46,592 | $210,130 | $200,812 | -$9,318 | -4.43% | |
| Cary Street Partners Financial Llc | 0.00% | 40,594 | $183,079 | $174,960 | -$8,119 | -4.43% | |
| Sigma Planning Corp | 0.00% | 41,952 | $180,392 | $180,813 | +$421 | +0.23% | |
| Institute For Wealth Management, Llc. | 0.02% | 38,028 | $171,507 | $163,901 | -$7,606 | -4.43% | |
| Integrated Wealth Concepts Llc | 0.00% | 34,949 | $157,620 | $150,630 | -$6,990 | -4.43% | |
| Lpl Financial Llc | 0.00% | 34,464 | $155,431 | $148,540 | -$6,891 | -4.43% | |
| Sowell Financial Services Llc | 0.00% | 33,231 | $142,894 | $143,226 | +$332 | +0.23% | |
| Rda Financial Network | 0.03% | 32,747 | $140,813 | $141,140 | +$327 | +0.23% | |
| North Star Investment Management Corp. | 0.01% | 31,212 | $134,210 | $134,524 | +$314 | +0.23% | |
| Logan Stone Capital, Llc | 0.03% | 26,926 | $121,436 | $116,051 | -$5,385 | -4.43% | |
| Susquehanna International Group, Llp | 0.00% | 26,388 | $119,010 | $113,732 | -$5,278 | -4.43% | |
| Readystate Asset Management Lp | 0.00% | 25,489 | $114,955 | $109,858 | -$5,097 | -4.43% | |
| Allworth Financial Lp | 0.00% | 24,588 | $110,892 | $105,974 | -$4,918 | -4.43% | |
| Beacon Pointe Advisors, Llc | 0.00% | 23,600 | $106,436 | $101,716 | -$4,720 | -4.43% | |
| Pnc Financial Services Group, Inc. | 0.00% | 23,229 | $104,764 | $100,117 | -$4,647 | -4.44% | |
| Mercer Global Advisors Inc | 0.00% | 22,911 | $103,329 | $98,746 | -$4,583 | -4.43% | |
| Compound Planning, Inc. | 0.00% | 21,000 | $94,710 | $90,510 | -$4,200 | -4.43% | |
| First Foundation Advisors | 0.00% | 20,202 | $91,111 | $87,071 | -$4,040 | -4.43% | |
| Mb Generational Wealth, Llc | 0.06% | 16,916 | $82,550 | $72,908 | -$9,642 | -11.68% | |
| Chicago Partners Investment Group Llc | 0.00% | 19,388 | $81,819 | $83,562 | +$1,743 | +2.13% | |
| Lexaurum Advisors, Llc | 0.01% | 18,476 | $79,446 | $79,632 | +$186 | +0.23% | |
| International Assets Investment Management, Llc | 0.00% | 18,421 | $78,842 | $79,395 | +$553 | +0.70% | |
| Balyasny Asset Management L.P. | 0.00% | 16,994 | $76,643 | $73,244 | -$3,399 | -4.43% | |
| Cetera Investment Advisers | 0.00% | 16,777 | $75,664 | $72,309 | -$3,355 | -4.43% | |
| Sanctuary Advisors, Llc | 0.00% | 16,190 | $73,017 | $69,779 | -$3,238 | -4.43% | |
| Highpoint Advisor Group Llc | 0.00% | 15,725 | $70,920 | $67,775 | -$3,145 | -4.43% | |
| Bank Of America Corp | 0.00% | 15,075 | $67,988 | $64,973 | -$3,015 | -4.43% | |
| Private Advisor Group, Llc | 0.00% | 13,850 | $62,464 | $59,693 | -$2,771 | -4.44% |
Frequently asked questions about TSI
Who are the largest institutional holders of TSI?
The largest institutional holders of TSI reported in the latest SEC Form 13F filings include Sit Investment Associates Inc, Jp Wealth Management, Inc., Focus Partners Wealth, 1607 Capital Partners, Llc, and Morgan Stanley. InsiderSet ranks institutional holders by their latest reported TSI position.
What is TSI institutional ownership?
This page tracks TSI positions reported by institutional investment managers through SEC Form 13F. TCW STRATEGIC INCOME FUND (TSI) institutional ownership on InsiderSet reflects disclosed 13F holdings among the managers we analyze, not every shareholder of the stock.
How many institutions own TSI?
InsiderSet currently tracks 71 institutional managers reporting TSI holdings in the latest available 13F data. This count reflects institutions included in the SEC Form 13F filings analyzed by InsiderSet and should not be interpreted as the total number of TSI shareholders.
How much TSI stock do institutions own?
Institutional investment managers disclosed approximately $173.89M in TSI holdings for Q2 2026. This figure is reported 13F value as of the filing period, not necessarily today's market value.
When was TSI institutional ownership last updated?
The latest TSI institutional ownership data on InsiderSet is based on SEC Form 13F filings for the quarter ended June 30, 2026. Form 13F filings are generally reported after the quarter ends, so the holdings shown represent the latest publicly disclosed positions rather than real-time institutional holdings.
Are institutional TSI holdings real-time?
No. Form 13F data is not real-time. It represents positions reported by institutional investment managers as of the end of the reporting quarter. An institution may have changed its TSI position after the reporting date.
Are institutions buying or selling TSI?
Institutional buying and selling can be analyzed by comparing TSI positions across consecutive 13F reporting periods. InsiderSet's TSI Ownership Changes page shows institutions that increased, reduced, initiated, or exited positions based on reported 13F holdings. View TSI ownership changes.
How has TSI institutional ownership changed over time?
InsiderSet tracks TSI institutional holdings across multiple 13F reporting periods, allowing investors to compare institutional holder counts, reported value, and reported shares over time.