Chicago Atlantic BDCLIEN
13F holders, Q2 2026 (June 30)At the end of Q2 2026, 48 institutions reported holding Chicago Atlantic BDC Inc. (LIEN) in their 13F filings, up 6 from Q1 2026. 13 opened new positions and 8 sold out. The largest holders were Intrepid Capital Management Inc. ($7.4M), Sowell Financial Services LLC ($5.0M) and MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. ($1.9M). 2 famous investors held it, including Ken Griffin (0.0% of Citadel Advisors's portfolio) and Israel Englander (0.0% of Millennium Management's portfolio).
- Company
- Chicago Atlantic BDC Inc.
- CUSIP
- 828174102
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2026 → Q2 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 13 | $4.0M |
| Exits | 8 | $3.0M |
All 13F filers, Q1 2026 → Q2 2026: 528,830 shares bought and 733,003 shares sold, net −204,173 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 48 holders
| Intrepid Capital Management Inc. | 3.11% | No change | 756,185 | $7.4M |
| Sowell Financial Services LLC | 0.16% | Add +3.6% | 511,387 | $5.0M |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | 0.00% | Add +4.1% | 189,596 | $1.9M |
| Corient Private Wealth LP | 0.00% | Reduce -50.4% | 188,863 | $1.8M |
| CDC Financial, Inc. | 1.33% | Add +11.1% | 177,391 | $1.7M |
| Condor Capital Management | 0.12% | Add +1.4% | 163,673 | $1.6M |
| LVM Capital Management Ltd. | 0.13% | No change | 161,326 | $1.6M |
| HighTower Advisors, LLC | 0.00% | Reduce -10.2% | 155,924 | $1.5M |
| Partners Capital Investment Group, LLP | 0.05% | New | 145,336 | $1.4M |
| Black Maple Capital Management LP | 0.86% | No change | 130,920 | $1.3M |
| Raymond James Financial Inc. | 0.00% | New | 96,131 | $939K |
| Citadel Advisors | 0.00% | Add +45.8% | 88,149 | $861K |
| BlackRock, Inc. | 0.00% | Add +4.3% | 74,480 | $728K |
| Clayton Partners LLC | 0.38% | New | 58,666 | $573K |
| Ritholtz Wealth Management | 0.01% | Add +56.6% | 54,347 | $531K |
| Apollon Wealth Management, LLC | 0.01% | Reduce -12.5% | 48,809 | $477K |
| Venturi Wealth Management, LLC | 0.02% | No change | 40,171 | $392K |
| Firethorn Wealth Partners, LLC | 0.12% | Add +8.3% | 38,654 | $378K |
| Gladstone Institutional Advisory LLC | 0.01% | No change | 38,600 | $377K |
| Sage Mountain Advisors LLC | 0.02% | Reduce -85.7% | 30,797 | $301K |
| Tidal Investments LLC | 0.00% | Reduce -13.7% | 30,022 | $293K |
| Cambridge Investment Research Advisors, Inc. | 0.00% | New | 29,875 | $292K |
| Closed-End Fund Advisors, Inc. | 0.27% | Add +31.2% | 28,303 | $277K |
| Wick Capital Partners, LLC | 0.04% | No change | 26,967 | $263K |
| Twelve Points Wealth Management LLC | 0.05% | No change | 26,233 | $256K |
| Seneca House Advisors | 0.09% | Add +1.7% | 25,322 | $247K |
| O'shaughnessy Asset Management, LLC | 0.00% | New | 24,623 | $241K |
| Trexquant Investment LP | 0.00% | Add +20.1% | 24,205 | $236K |
| Millennium Management | 0.00% | Add +13.9% | 23,755 | $232K |
| Savant Capital, LLC | 0.00% | New | 18,640 | $182K |
| Tyche Wealth Partners LLC | 0.02% | Add +20.7% | 17,500 | $171K |
| Brown Advisory Inc. | 0.00% | No change | 16,339 | $160K |
| Centiva Capital, LP | 0.01% | New | 15,684 | $153K |
| Icon Wealth Advisors, LLC | 0.01% | No change | 14,255 | $139K |
| Mesirow Financial Investment Management, Inc. | 0.00% | No change | 12,433 | $121K |
| FreeGulliver LLC | 0.04% | No change | 12,241 | $120K |
| Entrewealth, LLC | 0.04% | New | 12,148 | $114K |
| Compass Financial Management LLC | 0.01% | — | 10,677 | $104K |
| Bernardo Wealth Planning LLC | 0.02% | No change | 10,278 | $100K |
| Triumph Capital Management | 0.01% | Add +56.2% | 6,725 | $66K |
| Morgan Stanley | 0.00% | Add +492700.0% | 4,928 | $48K |
| Citigroup Inc. | 0.00% | New | 3,373 | $33K |
| Rockefeller Capital Management L.P. | 0.00% | No change | 3,000 | $29K |
| Brown Brothers Harriman & Co. | 0.00% | New | 750 | $7K |
| Spire Wealth Management | 0.00% | New | 200 | $2K |
| Quarry LP | 0.00% | New | 139 | $1K |
| Caitong International Asset Management Co., Ltd | 0.00% | New | 11 | $107 |
| UBS Group AG | 0.00% | Reduce -96.9% | 2 | $20 |
"% of holder's portfolio" is LIEN's weight in each manager's 13F, not the share of Chicago Atlantic BDC Inc. the manager owns.