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 |
|---|---|---|---|---|---|
| Morgan Stanley | 2 | $26 | 0.00% | 00.0% | Unchanged |
| UBS Group AG | 32 | $331 | 0.00% | −59−64.8% | Reduced |
| Royal Bank of Canada | 194 | $2.00K | 0.00% | −1,477−88.4% | Reduced |
| Vision Retirement, LLC | 400 | $4.13K | 0.00% | +400 | New |
| Rockefeller Capital Management L.P. | 3,000 | $31.0K | 0.00% | −27,424−90.1% | Reduced |
| Triumph Capital Management | 3,105 | $32.1K | 0.01% | +3,105 | New |
| Northwestern Mutual Wealth Management Co | 6,146 | $63.5K | 0.00% | +6,146 | New |
| Mather Group, LLC. | 10,215 | $105.5K | 0.00% | +10,215 | New |
| Bernardo Wealth Planning LLC | 10,278 | $106.2K | 0.02% | 00.0% | Unchanged |
| Steel Peak Wealth Management LLC | 10,277 | $109.7K | 0.00% | +10,277 | New |
| Westwood Holdings Group Inc. | 10,737 | $110.9K | 0.00% | 00.0% | Unchanged |
| Sage Rhino Capital LLC | 10,901 | $112.6K | 0.02% | +10,901 | New |
| FreeGulliver LLC | 12,241 | $126.5K | 0.06% | 00.0% | Unchanged |
| Mesirow Financial Investment Management, Inc. | 12,433 | $128.4K | 0.00% | 00.0% | Unchanged |
| Closed-End Fund Advisors, Inc. | 12,718 | $131.4K | 0.08% | +12,718 | New |
| Icon Wealth Advisors, LLC | 14,255 | $147.3K | 0.01% | 00.0% | Unchanged |
| Shade Tree Advisors LLC | 17,360 | $179.3K | 0.14% | +17,360 | New |
| HighTower Advisors, LLC | 21,403 | $221.1K | 0.00% | +660+3.2% | Added |
| Stony Point Wealth Management Inc. | 24,788 | $256.1K | 0.10% | +66+0.3% | Added |
| Twelve Points Wealth Management LLC | 26,233 | $272.0K | 0.06% | 00.0% | Unchanged |
| Firethorn Wealth Partners, LLC | 31,846 | $329.0K | 0.12% | +13,127+70.1% | Added |
| Citadel Advisors LLC | 32,784 | $338.7K | 0.00% | +16,903+106.4% | Added |
| Ritholtz Wealth Management | 34,749 | $359.0K | 0.01% | 00.0% | Unchanged |
| Gladstone Institutional Advisory LLC | 38,600 | $398.7K | 0.02% | +25,600+196.9% | Added |
| Toroso Investments, LLC | 39,001 | $402.9K | 0.00% | −1,584−3.9% | Reduced |
| Millennium Management LLC | 46,410 | $479.4K | 0.00% | −2,137−4.4% | Reduced |
| Brown Advisory Inc | 51,544 | $532.5K | 0.00% | −49,411−48.9% | Reduced |
| Wick Capital Partners, LLC | 53,324 | $550.8K | 0.10% | −5,862−9.9% | Reduced |
| Apollon Wealth Management, LLC | 77,818 | $803.9K | 0.01% | 00.0% | Unchanged |
| CDC Financial, Inc. | 127,118 | $1.31M | 1.21% | +127,118 | New |
| Black Maple Capital Management LP | 135,920 | $1.40M | 1.05% | −20,676−13.2% | Reduced |
| BlackRock, Inc. | 138,482 | $1.43M | 0.00% | +138,482 | New |
| LVM Capital Management Ltd | 161,326 | $1.67M | 0.15% | +161,326 | New |
| Condor Capital Management | 166,274 | $1.72M | 0.14% | −17,431−9.5% | Reduced |
| Mirae Asset Global ETFs Holdings Ltd. | 190,655 | $1.97M | 0.00% | −5,229−2.7% | Reduced |
| Sage Mountain Advisors LLC | 268,088 | $2.77M | 0.15% | +61,721+29.9% | Added |
| CI Private Wealth, LLC | 382,865 | $3.95M | 0.01% | +34,423+9.9% | Added |
| Sowell Financial Services LLC | 478,208 | $4.94M | 0.18% | +478,208 | New |
| Intrepid Capital Management Inc | 759,303 | $7.84M | 3.03% | 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 |