Chicago Atlantic BDCLIEN
13F holders, Q4 2025 (December 31)At the end of Q4 2025, 39 institutions reported holding Chicago Atlantic BDC Inc. (LIEN) in their 13F filings, up 8 from Q3 2025. 9 opened new positions and 4 sold out. The largest holders were Intrepid Capital Management Inc. ($7.8M), Sowell Financial Services LLC ($4.9M) and Corient Private Wealth LP ($4.0M). 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 Q3 2025 → Q4 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 9 | $8.6M |
| Exits | 4 | $2.3M |
All 13F filers, Q3 2025 → Q4 2025: 988,520 shares bought and 350,532 shares sold, net +637,988 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 39 holders
| Intrepid Capital Management Inc. | 3.78% | No change | 759,303 | $7.8M |
| Sowell Financial Services LLC | 0.18% | New | 478,208 | $4.9M |
| Corient Private Wealth LP | 0.01% | Add +9.9% | 382,865 | $4.0M |
| Sage Mountain Advisors LLC | 0.15% | Add +29.9% | 268,088 | $2.8M |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | 0.00% | Reduce -2.7% | 190,655 | $2.0M |
| Condor Capital Management | 0.14% | Reduce -9.5% | 166,274 | $1.7M |
| LVM Capital Management Ltd. | 0.15% | New | 161,326 | $1.7M |
| BlackRock, Inc. | 0.00% | New | 138,482 | $1.4M |
| Black Maple Capital Management LP | 1.05% | Reduce -13.2% | 135,920 | $1.4M |
| CDC Financial, Inc. | 1.21% | — | 127,118 | $1.3M |
| Apollon Wealth Management, LLC | 0.01% | No change | 77,818 | $804K |
| Wick Capital Partners, LLC | 0.10% | Reduce -9.9% | 53,324 | $551K |
| Brown Advisory Inc. | 0.00% | Reduce -48.9% | 51,544 | $532K |
| Millennium Management | 0.00% | Reduce -4.4% | 46,410 | $479K |
| Tidal Investments LLC | 0.00% | Reduce -3.9% | 39,001 | $403K |
| Gladstone Institutional Advisory LLC | 0.02% | Add +196.9% | 38,600 | $399K |
| Ritholtz Wealth Management | 0.01% | No change | 34,749 | $359K |
| Citadel Advisors | 0.00% | Add +106.4% | 32,784 | $339K |
| Firethorn Wealth Partners, LLC | 0.12% | Add +70.1% | 31,846 | $329K |
| Twelve Points Wealth Management LLC | 0.06% | No change | 26,233 | $272K |
| Seneca House Advisors | 0.10% | Add +0.3% | 24,788 | $256K |
| HighTower Advisors, LLC | 0.00% | Add +3.2% | 21,403 | $221K |
| Shade Tree Advisors LLC | 0.14% | New | 17,360 | $179K |
| Icon Wealth Advisors, LLC | 0.01% | No change | 14,255 | $147K |
| Closed-End Fund Advisors, Inc. | 0.08% | — | 12,718 | $131K |
| Mesirow Financial Investment Management, Inc. | 0.00% | No change | 12,433 | $128K |
| FreeGulliver LLC | 0.06% | No change | 12,241 | $126K |
| Sage Rhino Capital LLC | 0.02% | New | 10,901 | $113K |
| Westwood Holdings Group Inc. | 0.00% | No change | 10,737 | $111K |
| SteelPeak Wealth, LLC | 0.00% | New | 10,277 | $110K |
| Bernardo Wealth Planning LLC | 0.02% | No change | 10,278 | $106K |
| Mather Group, Llc. | 0.00% | New | 10,215 | $106K |
| Northwestern Mutual Wealth Management Co. | 0.00% | New | 6,146 | $63K |
| Triumph Capital Management | 0.01% | New | 3,105 | $32K |
| Rockefeller Capital Management L.P. | 0.00% | Reduce -90.1% | 3,000 | $31K |
| Vision Retirement, LLC | 0.00% | — | 400 | $4K |
| Royal Bank of Canada | 0.00% | Reduce -88.4% | 194 | $2K |
| UBS Group AG | 0.00% | Reduce -64.8% | 32 | $331 |
| Morgan Stanley | 0.00% | No change | 2 | $26 |
"% of holder's portfolio" is LIEN's weight in each manager's 13F, not the share of Chicago Atlantic BDC Inc. the manager owns.