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