Chicago Atlantic BDCLIEN
13F holders, Q1 2026 (March 31)At the end of Q1 2026, 42 institutions reported holding Chicago Atlantic BDC Inc. (LIEN) in their 13F filings, up 3 from Q4 2025. 8 opened new positions and 5 sold out. The largest holders were Intrepid Capital Management Inc. ($7.1M), Sowell Financial Services LLC ($4.6M) and Corient Private Wealth LP ($3.6M). 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 Q4 2025 → Q1 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 8 | $3.4M |
| Exits | 5 | $354K |
All 13F filers, Q4 2025 → Q1 2026: 611,386 shares bought and 290,890 shares sold, net +320,496 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 42 holders
| Intrepid Capital Management Inc. | 3.33% | Reduce -0.4% | 756,185 | $7.1M |
| Sowell Financial Services LLC | 0.17% | Add +3.2% | 493,437 | $4.6M |
| Corient Private Wealth LP | 0.01% | Reduce -0.6% | 380,748 | $3.6M |
| JPMorgan Chase & Co. | 0.00% | New | 237,631 | $2.2M |
| Sage Mountain Advisors LLC | 0.14% | Reduce -19.6% | 215,576 | $2.0M |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | 0.00% | Reduce -4.5% | 182,130 | $1.7M |
| HighTower Advisors, LLC | 0.00% | Add +711.2% | 173,624 | $1.6M |
| Condor Capital Management | 0.13% | Reduce -2.9% | 161,459 | $1.5M |
| LVM Capital Management Ltd. | 0.14% | No change | 161,326 | $1.5M |
| CDC Financial, Inc. | 1.24% | Add +25.6% | 159,618 | $1.5M |
| Black Maple Capital Management LP | 0.94% | Reduce -3.7% | 130,920 | $1.2M |
| BlackRock, Inc. | 0.00% | Reduce -48.4% | 71,395 | $667K |
| Citadel Advisors | 0.00% | Add +84.4% | 60,462 | $565K |
| Apollon Wealth Management, LLC | 0.01% | Reduce -28.3% | 55,809 | $521K |
| Venturi Wealth Management, LLC | 0.02% | New | 40,171 | $375K |
| Gladstone Institutional Advisory LLC | 0.01% | No change | 38,600 | $361K |
| Firethorn Wealth Partners, LLC | 0.12% | Add +12.0% | 35,674 | $333K |
| Tidal Investments LLC | 0.00% | Reduce -10.8% | 34,777 | $325K |
| Ritholtz Wealth Management | 0.01% | Reduce -0.1% | 34,697 | $324K |
| Wick Capital Partners, LLC | 0.05% | Reduce -49.4% | 26,967 | $252K |
| Twelve Points Wealth Management LLC | 0.05% | No change | 26,233 | $245K |
| Seneca House Advisors | 0.09% | Add +0.4% | 24,888 | $232K |
| Jane Street Group, LLC | 0.00% | New | 23,790 | $222K |
| Mariner, LLC | 0.00% | New | 22,693 | $212K |
| Closed-End Fund Advisors, Inc. | 0.21% | Add +69.7% | 21,578 | $202K |
| Millennium Management | 0.00% | Reduce -55.1% | 20,857 | $195K |
| Trexquant Investment LP | 0.00% | New | 20,160 | $188K |
| Brown Advisory Inc. | 0.00% | Reduce -68.3% | 16,339 | $153K |
| Tyche Wealth Partners LLC | 0.02% | New | 14,500 | $135K |
| Icon Wealth Advisors, LLC | 0.01% | No change | 14,255 | $131K |
| Mesirow Financial Investment Management, Inc. | 0.00% | No change | 12,433 | $116K |
| FreeGulliver LLC | 0.05% | No change | 12,241 | $114K |
| Sage Rhino Capital LLC | 0.02% | No change | 10,901 | $102K |
| Westwood Holdings Group Inc. | 0.00% | No change | 10,737 | $100K |
| Wedbush Securities Inc. | 0.00% | New | 10,737 | $100K |
| SteelPeak Wealth, LLC | 0.00% | No change | 10,277 | $99K |
| Bernardo Wealth Planning LLC | 0.02% | No change | 10,278 | $96K |
| Triumph Capital Management | 0.01% | Add +38.6% | 4,305 | $42K |
| Rockefeller Capital Management L.P. | 0.00% | No change | 3,000 | $28K |
| UBS Group AG | 0.00% | Add +103.1% | 65 | $607 |
| National Bank of Canada | 0.00% | New | 55 | $513 |
| Morgan Stanley | 0.00% | Reduce -50.0% | 1 | $18 |
"% of holder's portfolio" is LIEN's weight in each manager's 13F, not the share of Chicago Atlantic BDC Inc. the manager owns.