LOS ANGELES, CA
TCW STRATEGIC INCOME FUND INCTSI— Latest position per institution from SEC 13F filings
15
Institutional holders
42.77M
Total shares held
99.72M
Estimated value
2.14M
Avg. position size
SIT INVESTMENT ASSOCIATES INC
CIK 769317
Shares
20.74M
Value
93.56K
Filed
Jun 30, 2026
JP WEALTH MANAGEMENT, INC.
CIK 1967622
Shares
4.65M
Value
20M
Filed
Sep 30, 2026
FOCUS PARTNERS WEALTH
CIK 1542153
Shares
2.61M
Value
11.75M
Filed
Jun 30, 2026
1607 CAPITAL PARTNERS, LLC
CIK 1436866
Shares
1.81M
Value
8.16M
Filed
Jun 30, 2026
TCW GROUP INC
CIK 850401
Shares
1.47M
Value
6.64M
Filed
Jun 30, 2026
MORGAN STANLEY
CIK 895421
Shares
1.36M
Value
6.15M
Filed
Jun 30, 2026
NORTHCOAST ASSET MANAGEMENT LLC
CIK 1665198
Shares
1.36M
Value
6.68M
Filed
Sep 30, 2025
RAYMOND JAMES FINANCIAL INC
CIK 720005
Shares
1.16M
Value
5.21M
Filed
Jun 30, 2026
NORTHSIDE CAPITAL MANAGEMENT, LLC
CIK 1631052
Shares
1.03M
Value
4.43M
Filed
Sep 30, 2026
RAYMOND JAMES & ASSOCIATES
CIK 1084208
Shares
862.22K
Value
4.42M
Filed
Sep 30, 2024
AMERIPRISE FINANCIAL INC
CIK 820027
Shares
839.96K
Value
3.79M
Filed
Jun 30, 2026
DIVERSIFIED MANAGEMENT INC
CIK 922372
Shares
834.35K
Value
3.59M
Filed
Sep 30, 2026
RELATIVE VALUE PARTNERS GROUP, LLC
CIK 1649910
Shares
811.92K
Value
3.83M
Filed
Mar 31, 2024
HARA CAPITAL LLC
CIK 2010015
Shares
755.11K
Value
3.41M
Filed
Jun 30, 2026
SEABRIDGE INVESTMENT ADVISORS LLC
CIK 1304229
Shares
667.32K
Value
3.30M
Filed
Dec 31, 2025
INVESCO LTD.
CIK 914208
Shares
401.66K
Value
1.95M
Filed
Mar 31, 2025
NATIONAL BANK OF CANADA /FI/
CIK 926171
Shares
394.50K
Value
1.78M
Filed
Jun 30, 2026
TODD WEALTH MANAGEMENT, LLC
CIK 2157683
Shares
388.08K
Value
1.67M
Filed
Sep 30, 2026
NOBLE WEALTH MANAGEMENT PBC
CIK 2055065
Shares
314.26K
Value
1.35M
Filed
Sep 30, 2026
RAREVIEW CAPITAL LLC
CIK 2044533
Shares
307.54K
Value
1.50M
Filed
Jun 30, 2026
| # | Institution | CIK | Shares | Est. Value | Period |
|---|---|---|---|---|---|
| 1 | SIT INVESTMENT ASSOCIATES INC | 769317 | 20.74M | 93.56K | Jun 30, 2026 |
| 2 | JP WEALTH MANAGEMENT, INC. | 1967622 | 4.65M | 20M | Sep 30, 2026 |
| 3 | FOCUS PARTNERS WEALTH | 1542153 | 2.61M | 11.75M | Jun 30, 2026 |
| 4 | 1607 CAPITAL PARTNERS, LLC | 1436866 | 1.81M | 8.16M | Jun 30, 2026 |
| 5 | TCW GROUP INC | 850401 | 1.47M | 6.64M | Jun 30, 2026 |
| 6 | MORGAN STANLEY | 895421 | 1.36M | 6.15M | Jun 30, 2026 |
| 7 | NORTHCOAST ASSET MANAGEMENT LLC | 1665198 | 1.36M | 6.68M | Sep 30, 2025 |
| 8 | RAYMOND JAMES FINANCIAL INC | 720005 | 1.16M | 5.21M | Jun 30, 2026 |
| 9 | NORTHSIDE CAPITAL MANAGEMENT, LLC | 1631052 | 1.03M | 4.43M | Sep 30, 2026 |
| 10 | RAYMOND JAMES & ASSOCIATES | 1084208 | 862.22K | 4.42M | Sep 30, 2024 |
| 11 | AMERIPRISE FINANCIAL INC | 820027 | 839.96K | 3.79M | Jun 30, 2026 |
| 12 | DIVERSIFIED MANAGEMENT INC | 922372 | 834.35K | 3.59M | Sep 30, 2026 |
| 13 | RELATIVE VALUE PARTNERS GROUP, LLC | 1649910 | 811.92K | 3.83M | Mar 31, 2024 |
| 14 | HARA CAPITAL LLC | 2010015 | 755.11K | 3.41M | Jun 30, 2026 |
| 15 | SEABRIDGE INVESTMENT ADVISORS LLC | 1304229 | 667.32K | 3.30M | Dec 31, 2025 |
| 16 | INVESCO LTD. | 914208 | 401.66K | 1.95M | Mar 31, 2025 |
| 17 | NATIONAL BANK OF CANADA /FI/ | 926171 | 394.50K | 1.78M | Jun 30, 2026 |
| 18 | TODD WEALTH MANAGEMENT, LLC | 2157683 | 388.08K | 1.67M | Sep 30, 2026 |
| 19 | NOBLE WEALTH MANAGEMENT PBC | 2055065 | 314.26K | 1.35M | Sep 30, 2026 |
| 20 | RAREVIEW CAPITAL LLC | 2044533 | 307.54K | 1.50M | Jun 30, 2026 |
Data sourced from SEC Form 13F institutional holdings reports. Positions reflect the most recent filing per institution.