Chicago Atlantic BDCLIEN

13F holders, Q2 2025 (June 30)
29holders +25
26new positions
1sold out
2famous investors
$10.60avg. 13F price*

At the end of Q2 2025, 29 institutions reported holding Chicago Atlantic BDC Inc. (LIEN) in their 13F filings, up 25 from Q1 2025. 26 opened new positions and 1 sold out. The largest holders were Intrepid Capital Management Inc. ($7.9M), Corient Private Wealth LP ($2.8M) and Black Maple Capital Management LP ($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

01020304050 Q1 2024: 5Q1 2024Q2 2024: 6Q2 2024Q3 2024: 7Q3 2024Q4 2024: 4Q4 2024Q1 2025: 4Q1 2025Q2 2025: 29Q2 2025Q3 2025: 31Q3 2025Q4 2025: 39Q4 2025Q1 2026: 42Q1 2026Q2 2026: 48Q2 2026

Total Exit/New Position Q1 2025 → Q2 2025

InstitutionsTotal Value
New Positions26$14.9M
Exits1$131K

All 13F filers, Q1 2025 → Q2 2025: 1,389,306 shares bought and 16,322 shares sold, net +1,372,984 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 29 holders

Intrepid Capital Management Inc. 4.14% Add +0.4% 759,303 $7.9M
Corient Private Wealth LP 0.00% New 269,031 $2.8M
Black Maple Capital Management LP 1.32% New 183,668 $1.9M
Condor Capital Management 0.16% New 178,138 $1.8M
Apollon Wealth Management, LLC 0.02% New 102,368 $1.1M
Brown Advisory Inc. 0.00% New 100,955 $1.0M
Integrated Advisors Network LLC 0.04% New 94,187 $975K
Northeast Financial Consultants Inc 0.03% New 82,192 $851K
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 0.00% New 59,774 $619K
Wick Capital Partners, LLC 0.16% New 6,000 $613K
Citadel Advisors 0.00% New 40,326 $417K
Tidal Investments LLC 0.00% Reduce -11.0% 38,473 $398K
Seneca House Advisors 0.16% New 35,491 $367K
Ritholtz Wealth Management 0.01% New 34,911 $361K
Rockefeller Capital Management L.P. 0.00% New 30,424 $315K
Twelve Points Wealth Management LLC 0.07% New 26,233 $272K
HighTower Advisors, LLC 0.00% New 20,112 $208K
Firethorn Wealth Partners, LLC 0.09% New 19,415 $201K
Millennium Management 0.00% New 17,829 $185K
HRT Financial LP 0.00% New 16,763 $173K
Mesirow Financial Investment Management, Inc. 0.00% New 12,433 $129K
Mariner, LLC 0.00% New 12,100 $125K
XTX Topco Ltd 0.00% New 10,776 $112K
Westwood Holdings Group Inc. 0.00% New 10,737 $111K
Sage Mountain Advisors LLC 0.01% New 10,251 $106K
Bernardo Wealth Planning LLC 0.02% New 10,278 $106K
UBS Group AG 0.00% New 940 $10K
Royal Bank of Canada 0.00% New 856 $9K
Morgan Stanley 0.00% No change 1 $11

"% of holder's portfolio" is LIEN's weight in each manager's 13F, not the share of Chicago Atlantic BDC Inc. the manager owns.