Chicago Atlantic BDCLIEN
13F holders, Q3 2025 (September 30)At the end of Q3 2025, 31 institutions reported holding Chicago Atlantic BDC Inc. (LIEN) in their 13F filings, up 2 from Q2 2025. 5 opened new positions and 2 sold out. The largest holders were Intrepid Capital Management Inc. ($8.0M), Corient Private Wealth LP ($3.7M) and Sage Mountain Advisors LLC ($2.2M). 2 famous investors held it, including Israel Englander (0.0% of Millennium Management's portfolio) and Ken Griffin (0.0% of Citadel Advisors's portfolio).
- Company
- Chicago Atlantic BDC Inc.
- CUSIP
- 828174102
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q2 2025 → Q3 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 5 | $1.7M |
| Exits | 2 | $285K |
All 13F filers, Q2 2025 → Q3 2025: 667,424 shares bought and 126,388 shares sold, net +541,036 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 31 holders
| Intrepid Capital Management Inc. | 3.90% | No change | 759,303 | $8.0M |
| Corient Private Wealth LP | 0.01% | Add +29.5% | 348,442 | $3.7M |
| Sage Mountain Advisors LLC | 0.12% | Add +1913.1% | 206,367 | $2.2M |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | 0.00% | Add +227.7% | 195,884 | $2.1M |
| Condor Capital Management | 0.16% | Add +3.1% | 183,705 | $1.9M |
| Black Maple Capital Management LP | 1.19% | Reduce -14.7% | 156,596 | $1.6M |
| Deutsche Bank AG | 0.00% | New | 111,235 | $1.2M |
| Brown Advisory Inc. | 0.00% | No change | 100,955 | $1.1M |
| Integrated Advisors Network LLC | 0.04% | Reduce -10.9% | 83,881 | $881K |
| Apollon Wealth Management, LLC | 0.01% | Reduce -24.0% | 77,818 | $817K |
| Wick Capital Partners, LLC | 0.15% | Add +886.4% | 59,186 | $621K |
| Millennium Management | 0.00% | Add +172.3% | 48,547 | $510K |
| Tidal Investments LLC | 0.00% | Add +5.5% | 40,585 | $426K |
| Ritholtz Wealth Management | 0.01% | Reduce -0.5% | 34,749 | $365K |
| Rockefeller Capital Management L.P. | 0.00% | No change | 30,424 | $319K |
| Twelve Points Wealth Management LLC | 0.07% | No change | 26,233 | $275K |
| Seneca House Advisors | 0.10% | Reduce -30.3% | 24,722 | $260K |
| HighTower Advisors, LLC | 0.00% | Add +3.1% | 20,743 | $218K |
| Firethorn Wealth Partners, LLC | 0.08% | Reduce -3.6% | 18,719 | $197K |
| Citadel Advisors | 0.00% | Reduce -60.6% | 15,881 | $167K |
| Icon Wealth Advisors, LLC | 0.01% | New | 14,255 | $150K |
| Gladstone Institutional Advisory LLC | 0.01% | New | 13,000 | $137K |
| Mesirow Financial Investment Management, Inc. | 0.00% | No change | 12,433 | $131K |
| FreeGulliver LLC | 0.06% | New | 12,241 | $129K |
| Mariner, LLC | 0.00% | No change | 12,100 | $127K |
| Jane Street Group, LLC | 0.00% | New | 12,026 | $126K |
| Westwood Holdings Group Inc. | 0.00% | No change | 10,737 | $113K |
| Bernardo Wealth Planning LLC | 0.02% | No change | 10,278 | $108K |
| Royal Bank of Canada | 0.00% | Add +95.2% | 1,671 | $18K |
| UBS Group AG | 0.00% | Reduce -90.3% | 91 | $956 |
| Morgan Stanley | 0.00% | Add +100.0% | 2 | $22 |
"% of holder's portfolio" is LIEN's weight in each manager's 13F, not the share of Chicago Atlantic BDC Inc. the manager owns.