Chicago Atlantic BDC, Inc.
LIEN- Exchange
- Nasdaq
- SEC CIK
- 0001843162
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.
13F holders, Q4 2025
Institutional positions in Chicago Atlantic BDC, Inc. as of Dec 31, 2025. Investment managers with $100 million or more in US stocks report their long positions on Form 13F within 45 days after each quarter ends. How 13F works
- Institutional holders
- 39
- +8 vs. Q3 2025
- Shares held
- 3.42M
- +778.2K (+29.4%) vs. Q3 2025
- Total value
- $35.3M
- +$7.59M (+27.4%) vs. Q3 2025
- New holders
- 12
- 7 more added
- Sold out
- 4
- 10 more reduced
Compare with Q3 2025: new holders, sold out and not filed yet
Holders and value by quarter
Institutions reporting LIEN on Form 13F each quarter since Q1 2021, and the total value they reported. Values are as of each quarter end, so they also move with the share price.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 48 | $34.7M |
| Q1 2026 | 42 | $34.9M |
| Q4 2025 | 39 | $35.3M |
| Q3 2025 | 31 | $27.8M |
| Q2 2025 | 29 | $23.2M |
| Q1 2025 | 4 | $9.16M |
| Q4 2024 | 4 | $9.95M |
| Q3 2024 | 7 | $2.51M |
| Q2 2024 | 6 | $2.78M |
| Q1 2024 | 5 | $2.49M |
| Q4 2023 | 4 | $2.29M |
| Q3 2023 | 4 | $2.56M |
| Q2 2023 | 6 | $2.67M |
| Q1 2023 | 4 | $3.14M |
| Q4 2022 | 4 | $3.28M |
| Q3 2022 | 5 | $3.70M |
| Q2 2022 | 4 | $3.50M |
| Q1 2022 | 5 | $10.1M |
| Q4 2021 | 0 | $0 |
| Q3 2021 | 0 | $0 |
| Q2 2021 | 0 | $0 |
| Q1 2021 | 0 | $0 |
Institutions, Q4 2025
Shares, value and share of portfolio for each institution holding Chicago Atlantic BDC, Inc.; share changes are against Q3 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Intrepid Capital Management Inc | 759,303 | $7.84M | 3.03% | 00.0% | Unchanged |
| Sowell Financial Services LLC | 478,208 | $4.94M | 0.18% | +478,208 | New |
| CI Private Wealth, LLC | 382,865 | $3.95M | 0.01% | +34,423+9.9% | Added |
| Sage Mountain Advisors LLC | 268,088 | $2.77M | 0.15% | +61,721+29.9% | Added |
| Mirae Asset Global ETFs Holdings Ltd. | 190,655 | $1.97M | 0.00% | −5,229−2.7% | Reduced |
| Condor Capital Management | 166,274 | $1.72M | 0.14% | −17,431−9.5% | Reduced |
| LVM Capital Management Ltd | 161,326 | $1.67M | 0.15% | +161,326 | New |
| BlackRock, Inc. | 138,482 | $1.43M | 0.00% | +138,482 | New |
| Black Maple Capital Management LP | 135,920 | $1.40M | 1.05% | −20,676−13.2% | Reduced |
| CDC Financial, Inc. | 127,118 | $1.31M | 1.21% | +127,118 | New |
| Apollon Wealth Management, LLC | 77,818 | $803.9K | 0.01% | 00.0% | Unchanged |
| Wick Capital Partners, LLC | 53,324 | $550.8K | 0.10% | −5,862−9.9% | Reduced |
| Brown Advisory Inc | 51,544 | $532.5K | 0.00% | −49,411−48.9% | Reduced |
| Millennium Management LLC | 46,410 | $479.4K | 0.00% | −2,137−4.4% | Reduced |
| Toroso Investments, LLC | 39,001 | $402.9K | 0.00% | −1,584−3.9% | Reduced |
| Gladstone Institutional Advisory LLC | 38,600 | $398.7K | 0.02% | +25,600+196.9% | Added |
| Ritholtz Wealth Management | 34,749 | $359.0K | 0.01% | 00.0% | Unchanged |
| Citadel Advisors LLC | 32,784 | $338.7K | 0.00% | +16,903+106.4% | Added |
| Firethorn Wealth Partners, LLC | 31,846 | $329.0K | 0.12% | +13,127+70.1% | Added |
| Twelve Points Wealth Management LLC | 26,233 | $272.0K | 0.06% | 00.0% | Unchanged |
| Stony Point Wealth Management Inc. | 24,788 | $256.1K | 0.10% | +66+0.3% | Added |
| HighTower Advisors, LLC | 21,403 | $221.1K | 0.00% | +660+3.2% | Added |
| Shade Tree Advisors LLC | 17,360 | $179.3K | 0.14% | +17,360 | New |
| Icon Wealth Advisors, LLC | 14,255 | $147.3K | 0.01% | 00.0% | Unchanged |
| Closed-End Fund Advisors, Inc. | 12,718 | $131.4K | 0.08% | +12,718 | New |
| Mesirow Financial Investment Management, Inc. | 12,433 | $128.4K | 0.00% | 00.0% | Unchanged |
| FreeGulliver LLC | 12,241 | $126.5K | 0.06% | 00.0% | Unchanged |
| Sage Rhino Capital LLC | 10,901 | $112.6K | 0.02% | +10,901 | New |
| Westwood Holdings Group Inc. | 10,737 | $110.9K | 0.00% | 00.0% | Unchanged |
| Steel Peak Wealth Management LLC | 10,277 | $109.7K | 0.00% | +10,277 | New |
| Bernardo Wealth Planning LLC | 10,278 | $106.2K | 0.02% | 00.0% | Unchanged |
| Mather Group, LLC. | 10,215 | $105.5K | 0.00% | +10,215 | New |
| Northwestern Mutual Wealth Management Co | 6,146 | $63.5K | 0.00% | +6,146 | New |
| Triumph Capital Management | 3,105 | $32.1K | 0.01% | +3,105 | New |
| Rockefeller Capital Management L.P. | 3,000 | $31.0K | 0.00% | −27,424−90.1% | Reduced |
| Vision Retirement, LLC | 400 | $4.13K | 0.00% | +400 | New |
| Royal Bank of Canada | 194 | $2.00K | 0.00% | −1,477−88.4% | Reduced |
| UBS Group AG | 32 | $331 | 0.00% | −59−64.8% | Reduced |
| Morgan Stanley | 2 | $26 | 0.00% | 00.0% | Unchanged |
| Deutsche Bank AG | 0 | $0 | 0.00% | −111,235−100.0% | Sold out |
| Integrated Advisors Network LLC | 0 | $0 | 0.00% | −83,881−100.0% | Sold out |
| Mariner, LLC | 0 | $0 | 0.00% | −12,100−100.0% | Sold out |
| Jane Street Group, LLC | 0 | $0 | 0.00% | −12,026−100.0% | Sold out |