Chicago Atlantic BDC, Inc.

LIEN

Exchange: Nasdaq
SEC CIK: 0001843162

SEC filings (opens in a new tab)

In the last 90 days, Chicago Atlantic BDC, Inc. insiders filed 9 open-market purchases and 0 sales; 48 institutions reported holding it in 13F filings for Q2 2026, worth $34.7M in total; no superinvestor holds it.

Q2 2025 vs. Q1 2025

How the institutions holding Chicago Atlantic BDC, Inc. changed between Q1 2025 and Q2 2025.

All holders in Q2 2025 All holders in Q1 2025

13F holders of LIEN: Q1 2025 compared with Q2 2025
Measure	Q1 2025	Q2 2025	Change
Holders	4	29	+25
Shares	811.0K	2.18M	+1.37M (+169.3%)
Value	$9.16M	$23.2M	+$14.0M (+152.7%)

New holders (26)

Institutions that held Chicago Atlantic BDC, Inc. at the end of Q2 2025 but not at the end of Q1 2025.

Institutions new to LIEN in Q2 2025
Institution	Shares	Value	% of portfolio
CI Private Wealth, LLC	269,031	$2.78M	0.00%
Black Maple Capital Management LP	183,668	$1.90M	1.32%
Condor Capital Management	178,138	$1.84M	0.16%
Apollon Wealth Management, LLC	102,368	$1.06M	0.02%
Brown Advisory Inc	100,955	$1.04M	0.00%
Integrated Advisors Network LLC	94,187	$974.8K	0.04%
Northeast Financial Consultants Inc	82,192	$850.7K	0.03%
Mirae Asset Global ETFs Holdings Ltd.	59,774	$618.7K	0.00%
Wick Capital Partners, LLC	6,000	$612.6K	0.16%
Citadel Advisors LLC	40,326	$417.4K	0.00%
Stony Point Wealth Management Inc.	35,491	$367.3K	0.16%
Ritholtz Wealth Management	34,911	$361.3K	0.01%
Rockefeller Capital Management L.P.	30,424	$314.9K	0.00%
Twelve Points Wealth Management LLC	26,233	$271.5K	0.07%
HighTower Advisors, LLC	20,112	$208.2K	0.00%
Firethorn Wealth Partners, LLC	19,415	$200.9K	0.09%
Millennium Management LLC	17,829	$184.5K	0.00%
HRT Financial LP	16,763	$173.0K	0.00%
Mesirow Financial Investment Management, Inc.	12,433	$128.7K	0.00%
Mariner, LLC	12,100	$125.2K	0.00%
XTX Topco Ltd	10,776	$111.5K	0.00%
Westwood Holdings Group Inc.	10,737	$111.1K	0.00%
Sage Mountain Advisors LLC	10,251	$106.1K	0.01%
Bernardo Wealth Planning LLC	10,278	$106.0K	0.02%
UBS Group AG	940	$9.73K	0.00%
Royal Bank of Canada	856	$9.00K	0.00%

Sold out (1)

Institutions that held Chicago Atlantic BDC, Inc. at the end of Q1 2025 and filed for Q2 2025 without it.

Institutions that sold out of LIEN in Q2 2025
Institution	Shares, Q1 2025	Value, Q1 2025
O'Shaughnessy Asset Management, LLC	11,570	$130.7K