CHICAGO ATLANTIC BDC INC LIEN
$9.98
-0.4% 52w: $8.23 – $10.18
Latest 13F among current holders filed 1 month ago (May 15, 2026)
Price — last 12 months
research preview data8.239.2010.18
Jun 20, 2025 Jul 2, 2026
Institutional holders
42
+3 QoQ
13F value
$34.9M
-11.1% QoQ
Smart-money holders
3
signal tier ≥ 2
New smart buyers
0
Q1 2026
Institutional value by quarter
Number of holders
Who owns LIEN?
Q1 2026 filings| Fund | Type | Shares | Value | % of fund | Change |
|---|---|---|---|---|---|
| INTREPID CAPITAL MANAGEMENT INC ★2 | Fundamental diversified | 756.2K | $7.1M | 3.3% | -0.4% |
| Sowell Financial Services LLC | Wealth advisor | 493.4K | $4.6M | 0.2% | +3.2% |
| Corient Private Wealth LLC | Diversified mechanical | 380.7K | $3.6M | 0.0% | -50.3% |
| JPMORGAN CHASE & CO | Bank broker | 237.6K | $2.2M | 0.0% | New |
| Sage Mountain Advisors LLC | Wealth advisor | 215.6K | $2.0M | 0.1% | -19.6% |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | Index provider | 182.1K | $1.7M | 0.0% | -4.5% |
| HighTower Advisors, LLC | Diversified mechanical | 173.6K | $1.6M | 0.0% | +711.2% |
| CONDOR CAPITAL MANAGEMENT | Wealth advisor | 161.5K | $1.5M | 0.1% | -2.9% |
| LVM CAPITAL MANAGEMENT LTD/MI ★2 | Fundamental diversified | 161.3K | $1.5M | 0.1% | Held |
| CDC Financial, Inc. ★3 | Fundamental concentrated | 159.6K | $1.5M | 1.2% | +25.6% |
| Black Maple Capital Management LP | Other | 130.9K | $1.2M | 0.9% | -3.7% |
| BlackRock, Inc. | Index provider | 71.4K | $667K | 0.0% | -48.4% |
| CITADEL ADVISORS LLC | Multistrat pod | 60.5K | $565K | 0.0% | +84.4% |
| Apollon Wealth Management, LLC | Diversified mechanical | 55.8K | $521K | 0.0% | -28.3% |
| Venturi Wealth Management, LLC | Diversified mechanical | 40.2K | $375K | 0.0% | New |
| Gladstone Institutional Advisory LLC | Wealth advisor | 38.6K | $361K | 0.0% | Held |
| FIRETHORN WEALTH PARTNERS, LLC | Wealth advisor | 35.7K | $333K | 0.1% | +12.0% |
| Tidal Investments LLC | Diversified mechanical | 34.8K | $325K | 0.0% | -10.8% |
| RITHOLTZ WEALTH MANAGEMENT | Wealth advisor | 34.7K | $324K | 0.0% | -0.1% |
| Wick Capital Partners, LLC | Wealth advisor | 27.0K | $252K | 0.0% | -49.4% |
| Twelve Points Wealth Management LLC | Wealth advisor | 26.2K | $245K | 0.1% | Held |
| Seneca House Advisors | Other | 24.9K | $232K | 0.1% | +0.4% |
| JANE STREET GROUP, LLC | Market maker | 23.8K | $222K | 0.0% | New |
| Mariner, LLC | Diversified mechanical | 22.7K | $212K | 0.0% | New |
| Closed-End Fund Advisors, Inc. | Other | 21.6K | $202K | 0.2% | +69.7% |
| MILLENNIUM MANAGEMENT LLC | Multistrat pod | 20.9K | $195K | 0.0% | -55.1% |
| Trexquant Investment LP | Diversified mechanical | 20.2K | $188K | 0.0% | New |
| BROWN ADVISORY INC | Diversified mechanical | 16.3K | $153K | 0.0% | -68.3% |
| Tyche Wealth Partners LLC | Other | 14.5K | $135K | 0.0% | New |
| Icon Wealth Advisors, LLC | Wealth advisor | 14.3K | $131K | 0.0% | Held |
| Mesirow Financial Investment Management, Inc. | Wealth advisor | 12.4K | $116K | 0.0% | Held |
| FreeGulliver LLC | Wealth advisor | 12.2K | $114K | 0.0% | Held |
| SAGE RHINO CAPITAL LLC | Wealth advisor | 10.9K | $102K | 0.0% | Held |
| WESTWOOD HOLDINGS GROUP INC | Other | 10.7K | $100K | 0.0% | Held |
| WEDBUSH SECURITIES INC | Diversified mechanical | 10.7K | $100K | 0.0% | New |
| SteelPeak Wealth, LLC | Other | 10.3K | $99K | 0.0% | Held |
| Bernardo Wealth Planning LLC | Wealth advisor | 10.3K | $96K | 0.0% | Held |
| Triumph Capital Management | Wealth advisor | 4.3K | $42K | 0.0% | +38.6% |
| Rockefeller Capital Management L.P. | Diversified mechanical | 3.0K | $28K | 0.0% | Held |
| UBS Group AG | Bank broker | 65 | $607 | 0.0% | +103.1% |
| NATIONAL BANK OF CANADA /FI/ | Diversified mechanical | 55 | $513 | 0.0% | New |
| MORGAN STANLEY | Bank broker | 1 | $18 | 0.0% | -50.0% |
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