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, Q1 2026
Institutional positions in Chicago Atlantic BDC, Inc. as of Mar 31, 2026. 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
- 42
- +3 vs. Q4 2025
- Shares held
- 3.74M
- +320.5K (+9.4%) vs. Q4 2025
- Total value
- $34.9M
- −$401.5K (−1.1%) vs. Q4 2025
- New holders
- 8
- 9 more added
- Sold out
- 5
- 14 more reduced
Compare with Q4 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, Q1 2026
Shares, value and share of portfolio for each institution holding Chicago Atlantic BDC, Inc.; share changes are against Q4 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Intrepid Capital Management Inc | 756,185 | $7.06M | 2.71% | −3,118−0.4% | Reduced |
| Sowell Financial Services LLC | 493,437 | $4.61M | 0.17% | +15,229+3.2% | Added |
| CI Private Wealth, LLC | 380,748 | $3.56M | 0.01% | −2,117−0.6% | Reduced |
| JPMorgan Chase & Co | 237,631 | $2.21M | 0.00% | +237,631 | New |
| Sage Mountain Advisors LLC | 215,576 | $2.01M | 0.14% | −52,512−19.6% | Reduced |
| Mirae Asset Global ETFs Holdings Ltd. | 182,130 | $1.70M | 0.00% | −8,525−4.5% | Reduced |
| HighTower Advisors, LLC | 173,624 | $1.62M | 0.00% | +152,221+711.2% | Added |
| Condor Capital Management | 161,459 | $1.51M | 0.13% | −4,815−2.9% | Reduced |
| LVM Capital Management Ltd | 161,326 | $1.51M | 0.14% | 00.0% | Unchanged |
| CDC Financial, Inc. | 159,618 | $1.49M | 1.23% | +32,500+25.6% | Added |
| Black Maple Capital Management LP | 130,920 | $1.22M | 0.94% | −5,000−3.7% | Reduced |
| BlackRock, Inc. | 71,395 | $666.8K | 0.00% | −67,087−48.4% | Reduced |
| Citadel Advisors LLC | 60,462 | $564.7K | 0.00% | +27,678+84.4% | Added |
| Apollon Wealth Management, LLC | 55,809 | $521.3K | 0.01% | −22,009−28.3% | Reduced |
| Venturi Wealth Management, LLC | 40,171 | $375.2K | 0.02% | +40,171 | New |
| Gladstone Institutional Advisory LLC | 38,600 | $360.5K | 0.01% | 00.0% | Unchanged |
| Firethorn Wealth Partners, LLC | 35,674 | $333.2K | 0.12% | +3,828+12.0% | Added |
| Toroso Investments, LLC | 34,777 | $324.8K | 0.00% | −4,224−10.8% | Reduced |
| Ritholtz Wealth Management | 34,697 | $324.1K | 0.01% | −52−0.1% | Reduced |
| Wick Capital Partners, LLC | 26,967 | $251.9K | 0.05% | −26,357−49.4% | Reduced |
| Twelve Points Wealth Management LLC | 26,233 | $245.0K | 0.05% | 00.0% | Unchanged |
| Stony Point Wealth Management Inc. | 24,888 | $232.5K | 0.09% | +100+0.4% | Added |
| Jane Street Group, LLC | 23,790 | $222.2K | 0.00% | +23,790 | New |
| Mariner, LLC | 22,693 | $212.0K | 0.00% | +22,693 | New |
| Closed-End Fund Advisors, Inc. | 21,578 | $201.5K | 0.21% | +8,860+69.7% | Added |
| Millennium Management LLC | 20,857 | $194.8K | 0.00% | −25,553−55.1% | Reduced |
| Trexquant Investment LP | 20,160 | $188.3K | 0.00% | +20,160 | New |
| Brown Advisory Inc | 16,339 | $152.6K | 0.00% | −35,205−68.3% | Reduced |
| Tyche Wealth Partners LLC | 14,500 | $135.4K | 0.02% | +14,500 | New |
| Icon Wealth Advisors, LLC | 14,255 | $131.3K | 0.01% | 00.0% | Unchanged |
| Mesirow Financial Investment Management, Inc. | 12,433 | $116.1K | 0.00% | 00.0% | Unchanged |
| FreeGulliver LLC | 12,241 | $114.3K | 0.05% | 00.0% | Unchanged |
| Sage Rhino Capital LLC | 10,901 | $101.8K | 0.02% | 00.0% | Unchanged |
| Westwood Holdings Group Inc. | 10,737 | $100.3K | 0.00% | 00.0% | Unchanged |
| Wedbush Securities Inc | 10,737 | $100.0K | 0.00% | +10,737 | New |
| Steel Peak Wealth Management LLC | 10,277 | $99.5K | 0.00% | 00.0% | Unchanged |
| Bernardo Wealth Planning LLC | 10,278 | $96.0K | 0.02% | 00.0% | Unchanged |
| Triumph Capital Management | 4,305 | $41.7K | 0.01% | +1,200+38.6% | Added |
| Rockefeller Capital Management L.P. | 3,000 | $28.0K | 0.00% | 00.0% | Unchanged |
| UBS Group AG | 65 | $607 | 0.00% | +33+103.1% | Added |
| National Bank of Canada | 55 | $513 | 0.00% | +55 | New |
| Morgan Stanley | 1 | $18 | 0.00% | −1−50.0% | Reduced |
| Shade Tree Advisors LLC | 0 | $0 | 0.00% | −17,360−100.0% | Sold out |
| Mather Group, LLC. | 0 | $0 | 0.00% | −10,215−100.0% | Sold out |
| Northwestern Mutual Wealth Management Co | 0 | $0 | 0.00% | −6,146−100.0% | Sold out |
| Vision Retirement, LLC | 0 | $0 | 0.00% | −400−100.0% | Sold out |
| Royal Bank of Canada | 0 | $0 | 0.00% | −194−100.0% | Sold out |