DOSSIER · 13F Holders · Q1 2026Most-boughtAI cap-ex

TSI

TCW STRATEGIC INCOME FD INC

76 institutions still hold TCW STRATEGIC INCOME FD INC as of Q1 2026. Tracked across SEC 13F-HR filings, with insider and 13D/G activity surfaced alongside.

CUSIP 872340104·76 13F holders·last filed Mar 31, 2026

Market cap

—

▼ 1.1%

vs prior quarter

13F value held

$83M

64.0% inst. owned

of float

Holders

76

-15 QoQ

filers reporting

Activity

+8 / −89

+1,020 added · −827 reduced

this quarter

Concentration

24.35%

JP Wealth Management, Inc. #1

top holder share

AI Holders Summary · Q1 2026

76 institutions reported TSI in Q1 2026. JP Wealth Management, Inc. leads at 24.3% of the visible book. -15 net institutions QoQ — distribution reading.

Top holders

Sorted by position value. Source: SEC EDGAR 13F-HR filings.

#HolderValueShares% port.Quarter

JP Wealth Management, Inc.

$20M4.5M13.64%Q1 2026 02

1607 Capital Partners, LLC

$12M2.6M0.84%Q1 2026 03

Focus Partners Wealth

$7M1.5M0.01%Q4 2025 04

$6M1.4M0.05%Q1 2026 05

$6M1.4M0.00%Q1 2026 06

DIVERSIFIED MANAGEMENT INC

$6M1.3M1.04%Q1 2026 07

RAYMOND JAMES FINANCIAL INC

$5M1.2M0.00%Q1 2026 08

Northside Capital Management, LLC

$5M1.0M0.41%Q1 2026 09

AMERIPRISE FINANCIAL INC

$4M791K0.00%Q1 2026 10

Hara Capital LLC

$3M738K1.65%Q1 2026 11

NATIONAL BANK OF CANADA /FI/

$2M395K0.00%Q1 2026 12

RIVERBRIDGE PARTNERS LLC

$1M290K0.03%Q1 2026 13

Noble Wealth Management PBC

$1M237K0.53%Q1 2026 14

WELLS FARGO & COMPANY/MN

$926,584206K0.00%Q1 2026 15

Whipplewood Advisors, LLC

$744,343166K0.39%Q1 2026 16

$720,160160K0.00%Q1 2026 17

Quantinno Capital Management LP

$664,439148K0.00%Q1 2026 18

HighTower Advisors, LLC

$419,59593K0.00%Q1 2026 19

BALYASNY ASSET MANAGEMENT L.P.

$409,96491K0.00%Q1 2026 20

Intellus Advisors LLC

$364,90581K0.05%Q1 2026

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