# CHICAGO ATLANTIC BDC INC (LIEN)

> Institutional ownership reported to the SEC as of Q2 2026, from Form 13F filings. Source: https://holderbook.com/stocks/LIEN/

- Reporting holders: 48
- Reported value: $38.2M
- Shares held by institutions: 3,909,267 of 22,820,590 outstanding
- Held through calls: 0.0%
- Held through puts: 0.0%

A 13F reports long US equity positions only. Shorts, bonds, foreign listings and cash are not visible here, and positions are disclosed up to 45 days after the quarter ends.

## Largest holders

| Manager | Value | Shares | Share of their book | Quarters held |
|---|---|---|---|---|
| [INTREPID CAPITAL MANAGEMENT INC](https://holderbook.com/funds/1092838-intrepid-capital-management-inc/) | $7.4M | 756,185 | 2.6% | 9 |
| [Sowell Financial Services LLC](https://holderbook.com/funds/1633697-sowell-financial-services-llc/) | $5.0M | 511,387 | 0.2% | 3 |
| [Corient Private Wealth LP](https://holderbook.com/funds/1948780-corient-private-wealth-lp/) | $3.7M | 377,726 | 0.0% | 5 |
| [MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.](https://holderbook.com/funds/1705339-mirae-asset-global-etfs-holdings-ltd/) | $1.9M | 189,596 | 0.0% | 5 |
| [CDC Financial, Inc.](https://holderbook.com/funds/2077836-cdc-financial-inc/) | $1.7M | 177,391 | 0.7% | 3 |
| [CITADEL ADVISORS LLC](https://holderbook.com/funds/1423053-citadel-advisors-llc/) | $1.7M | 176,298 | 0.0% | 5 |
| [CONDOR CAPITAL MANAGEMENT](https://holderbook.com/funds/1082491-condor-capital-management/) | $1.6M | 163,673 | 0.1% | 5 |
| [LVM CAPITAL MANAGEMENT LTD/MI](https://holderbook.com/funds/1053054-lvm-capital-management-ltd-mi/) | $1.6M | 161,326 | 0.1% | 3 |
| [HighTower Advisors, LLC](https://holderbook.com/funds/1462245-hightower-advisors-llc/) | $1.5M | 155,924 | 0.0% | 5 |
| [PARTNERS CAPITAL INVESTMENT GROUP, LLP](https://holderbook.com/funds/1694870-partners-capital-investment-group-llp/) | $1.4M | 145,336 | 0.1% | 1 |
| [Black Maple Capital Management LP](https://holderbook.com/funds/1588959-black-maple-capital-management-lp/) | $1.3M | 130,920 | 0.7% | 5 |
| [RITHOLTZ WEALTH MANAGEMENT](https://holderbook.com/funds/1698218-ritholtz-wealth-management/) | $1.1M | 108,694 | 0.0% | 5 |
| [RAYMOND JAMES FINANCIAL INC](https://holderbook.com/funds/720005-raymond-james-financial-inc/) | $939.2K | 96,131 | 0.0% | 1 |
| [BlackRock, Inc.](https://holderbook.com/funds/2012383-blackrock-inc/) | $727.7K | 74,480 | 0.0% | 3 |
| [Cambridge Investment Research Advisors, Inc.](https://holderbook.com/funds/1419186-cambridge-investment-research-advisors-inc/) | $584.0K | 59,750 | 0.0% | 1 |
| [Clayton Partners LLC](https://holderbook.com/funds/1550509-clayton-partners-llc/) | $573.2K | 58,666 | 0.4% | 1 |
| [Apollon Wealth Management, LLC](https://holderbook.com/funds/1764387-apollon-wealth-management-llc/) | $476.9K | 48,809 | 0.0% | 5 |
| [Venturi Wealth Management, LLC](https://holderbook.com/funds/1666363-venturi-wealth-management-llc/) | $392.5K | 40,171 | 0.0% | 2 |
| [FIRETHORN WEALTH PARTNERS, LLC](https://holderbook.com/funds/1845743-firethorn-wealth-partners-llc/) | $377.7K | 38,654 | 0.1% | 5 |
| [Gladstone Institutional Advisory LLC](https://holderbook.com/funds/1766530-gladstone-institutional-advisory-llc/) | $377.1K | 38,600 | 0.0% | 4 |
| [Sage Mountain Advisors LLC](https://holderbook.com/funds/1832274-sage-mountain-advisors-llc/) | $300.9K | 30,797 | 0.0% | 5 |
| [Tidal Investments LLC](https://holderbook.com/funds/1600064-tidal-investments-llc/) | $293.3K | 30,022 | 0.0% | 6 |
| [Closed-End Fund Advisors, Inc.](https://holderbook.com/funds/2103520-closed-end-fund-advisors-inc/) | $276.5K | 28,303 | 0.3% | 3 |
| [Wick Capital Partners, LLC](https://holderbook.com/funds/1904388-wick-capital-partners-llc/) | $263.5K | 26,967 | 0.0% | 5 |
| [Twelve Points Wealth Management LLC](https://holderbook.com/funds/1877090-twelve-points-wealth-management-llc/) | $256.3K | 26,233 | 0.1% | 5 |

## Quarter by quarter

| Quarter | Holders | Reported value |
|---|---|---|
| Q2 2026 | 48 | $38.2M |
| Q1 2026 | 42 | $34.9M |
| Q4 2025 | 39 | $39.3M |
| Q3 2025 | 31 | $27.8M |
| Q2 2025 | 29 | $23.5M |
| Q1 2025 | 4 | $9.2M |
| Q4 2024 | 4 | $10.0M |
| Q3 2024 | 7 | $2.5M |
| Q2 2024 | 6 | $2.8M |
| Q1 2024 | 5 | $2.5M |
| Q4 2023 | 4 | $2.3M |
| Q3 2023 | 4 | $2.6M |