LIEN Chicago Atlantic BDC, Inc.
Chicago Atlantic BDC, Inc. (LIEN) Institutional Ownership
What the institutions did with LIEN last quarter, from their 13F filings. Counting managers rather than shares is the point: a single index fund adding to a position tells you far less than four hundred separate managers all deciding to. Positions as reported for the quarter ended June 30, 2026.
Every manager below opens. Subscribers can see any firm's whole portfolio — every position, its weight, and what they bought, trimmed and exited last quarter.
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Each block is one manager, sized by shares held and colored by how much they moved the position last quarter. Green added, red cut, grey stood pat.
Largest holders
| Manager | Shares | % of reported |
|---|---|---|
| INTREPID CAPITAL MANAGEMENT INC | 756.2K | 21.1% |
| Sowell Financial Services LLC | 511.4K | 14.3% |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | 189.6K | 5.3% |
| Corient Private Wealth LP | 188.9K | 5.3% |
| CDC Financial, Inc. | 177.4K | 5.0% |
| CONDOR CAPITAL MANAGEMENT | 163.7K | 4.6% |
| LVM CAPITAL MANAGEMENT LTD/MI | 161.3K | 4.5% |
| HighTower Advisors, LLC | 155.9K | 4.4% |
| PARTNERS CAPITAL INVESTMENT GROUP, LLP | 145.3K | 4.1% |
| Black Maple Capital Management LP | 130.9K | 3.7% |
| RAYMOND JAMES FINANCIAL INC | 96.1K | 2.7% |
| CITADEL ADVISORS LLC | 88.1K | 2.5% |
| BlackRock, Inc. | 74.5K | 2.1% |
| Cambridge Investment Research Advisors, Inc. | 59.8K | 1.7% |
| Clayton Partners LLC | 58.7K | 1.6% |
| RITHOLTZ WEALTH MANAGEMENT | 54.3K | 1.5% |
| Apollon Wealth Management, LLC | 48.8K | 1.4% |
| Venturi Wealth Management, LLC | 40.2K | 1.1% |
| FIRETHORN WEALTH PARTNERS, LLC | 38.7K | 1.1% |
| Gladstone Institutional Advisory LLC | 38.6K | 1.1% |
| Sage Mountain Advisors LLC | 30.8K | 0.9% |
| Tidal Investments LLC | 30.0K | 0.8% |
| Closed-End Fund Advisors, Inc. | 28.3K | 0.8% |
| Wick Capital Partners, LLC | 27.0K | 0.8% |
| Twelve Points Wealth Management LLC | 26.2K | 0.7% |
Largest changes
| Manager | Action | Previous | Current | Change |
|---|---|---|---|---|
| JPMORGAN CHASE & CO | Sold Out | 237.6K | 0 | -237.6K |
| Corient Private Wealth LP | Reduced | 380.7K | 188.9K | -191.9K |
| Sage Mountain Advisors LLC | Reduced | 215.6K | 30.8K | -184.8K |
| PARTNERS CAPITAL INVESTMENT GROUP, LLP | New | 0 | 145.3K | +145.3K |
| RAYMOND JAMES FINANCIAL INC | New | 0 | 96.1K | +96.1K |
| Cambridge Investment Research Advisors, Inc. | New | 0 | 59.8K | +59.8K |
| Clayton Partners LLC | New | 0 | 58.7K | +58.7K |
| CITADEL ADVISORS LLC | Increased | 60.5K | 88.1K | +27.7K |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | New | 0 | 24.6K | +24.6K |
| JANE STREET GROUP, LLC | Sold Out | 23.8K | 0 | -23.8K |
| Mariner, LLC | Sold Out | 22.7K | 0 | -22.7K |
| RITHOLTZ WEALTH MANAGEMENT | Increased | 34.7K | 54.3K | +19.7K |
| Savant Capital, LLC | New | 0 | 18.6K | +18.6K |
| Sowell Financial Services LLC | Increased | 493.4K | 511.4K | +18.0K |
| CDC Financial, Inc. | Increased | 159.6K | 177.4K | +17.8K |
| HighTower Advisors, LLC | Reduced | 173.6K | 155.9K | -17.7K |
| Centiva Capital, LP | New | 0 | 15.7K | +15.7K |
| ENTREWEALTH, LLC | New | 0 | 12.1K | +12.1K |
| SAGE RHINO CAPITAL LLC | Sold Out | 10.9K | 0 | -10.9K |
| WEDBUSH SECURITIES INC | Sold Out | 10.7K | 0 | -10.7K |
| WESTWOOD HOLDINGS GROUP INC | Sold Out | 10.7K | 0 | -10.7K |
| SteelPeak Wealth, LLC | Sold Out | 10.3K | 0 | -10.3K |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | Increased | 182.1K | 189.6K | +7.5K |
| Closed-End Fund Advisors, Inc. | Increased | 21.6K | 28.3K | +6.7K |
| MORGAN STANLEY | Increased | 1 | 4.9K | +4.9K |
| Tidal Investments LLC | Reduced | 34.8K | 30.0K | -4.8K |
| Trexquant Investment LP | Increased | 20.2K | 24.2K | +4.0K |
| CITIGROUP INC | New | 0 | 3.4K | +3.4K |
| BlackRock, Inc. | Increased | 71.4K | 74.5K | +3.1K |
| Tyche Wealth Partners LLC | Increased | 14.5K | 17.5K | +3.0K |
| FIRETHORN WEALTH PARTNERS, LLC | Increased | 35.7K | 38.7K | +3.0K |
| MILLENNIUM MANAGEMENT LLC | Increased | 20.9K | 23.8K | +2.9K |
| Triumph Capital Management | Increased | 4.3K | 6.7K | +2.4K |
| CONDOR CAPITAL MANAGEMENT | Increased | 161.5K | 163.7K | +2.2K |
| BROWN BROTHERS HARRIMAN & CO | New | 0 | 750 | +750 |
| Seneca House Advisors | Increased | 24.9K | 25.3K | +434 |
| Spire Wealth Management | New | 0 | 200 | +200 |
| Quarry LP | New | 0 | 139 | +139 |
| UBS Group AG | Reduced | 65 | 2 | -63 |
| NATIONAL BANK OF CANADA /FI/ | Sold Out | 55 | 0 | -55 |
| Caitong International Asset Management Co., Ltd | New | 0 | 11 | +11 |
13F filings are due 45 days after quarter end and cover long positions in U.S.-listed equities only, so this is a lagged and partial picture: shorts, bonds and foreign listings never appear. Options positions are excluded here rather than folded into the share counts. Political ownership is coming.