Who Holds Chicago Atlantic BDC, Inc. (LIEN)? 48 Institutional Holders, Q2 2026
Managers with more than $100 million in US equities report their holdings on Form 13F within 45 days of each quarter end. Quarter ended 30 Jun 2026: 48 holders, $33 million in total.
Largest holders
The 48 largest by value. Change in shares against Q1 2026.
| Manager | Shares | Value | Change | |
|---|---|---|---|---|
| INTREPID CAPITAL MANAGEMENT INC | 756,185 | $7 million | +0% | 13F |
| Sowell Financial Services LLC | 511,387 | $5 million | +4% | 13F |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | 189,596 | $2 million | +4% | 13F |
| Corient Private Wealth LP | 188,863 | $2 million | -50% | 13F |
| CDC Financial, Inc. | 177,391 | $2 million | +11% | 13F |
| CONDOR CAPITAL MANAGEMENT | 163,673 | $2 million | +1% | 13F |
| HighTower Advisors, LLC | 155,924 | $2 million | -10% | 13F |
| PARTNERS CAPITAL INVESTMENT GROUP, LLP | 145,336 | $1 million | New | 13F |
| Black Maple Capital Management LP | 130,920 | $1 million | +0% | 13F |
| RAYMOND JAMES FINANCIAL INC | 96,131 | $939,200 | New | 13F |
| CITADEL ADVISORS LLC | 88,149 | $861,216 | +46% | 13F |
| BlackRock, Inc. | 74,480 | $727,670 | +4% | 13F |
| Clayton Partners LLC | 58,666 | $573,167 | New | 13F |
| RITHOLTZ WEALTH MANAGEMENT | 54,347 | $530,970 | +57% | 13F |
| Apollon Wealth Management, LLC | 48,809 | $476,864 | -13% | 13F |
| Venturi Wealth Management, LLC | 40,171 | $392,471 | +0% | 13F |
| FIRETHORN WEALTH PARTNERS, LLC | 38,654 | $377,653 | +8% | 13F |
| Gladstone Institutional Advisory LLC | 38,600 | $377,122 | +0% | 13F |
| Sage Mountain Advisors LLC | 30,797 | $300,887 | -86% | 13F |
| Tidal Investments LLC | 30,022 | $293,315 | -14% | 13F |
| Closed-End Fund Advisors, Inc. | 28,303 | $276,520 | +31% | 13F |
| Wick Capital Partners, LLC | 26,967 | $263,468 | +0% | 13F |
| Twelve Points Wealth Management LLC | 26,233 | $256,296 | +0% | 13F |
| Seneca House Advisors | 25,322 | $247,396 | +2% | 13F |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | 24,623 | $240,567 | New | 13F |
| Trexquant Investment LP | 24,205 | $236,483 | +20% | 13F |
| MILLENNIUM MANAGEMENT LLC | 23,755 | $232,086 | +14% | 13F |
| Savant Capital, LLC | 18,640 | $182,113 | New | 13F |
| Tyche Wealth Partners LLC | 17,500 | $170,975 | +21% | 13F |
| BROWN ADVISORY INC | 16,339 | $159,632 | +0% | 13F |
| Centiva Capital, LP | 15,684 | $153,233 | New | 13F |
| Icon Wealth Advisors, LLC | 14,255 | $139,271 | +0% | 13F |
| Mesirow Financial Investment Management, Inc. | 12,433 | $121,470 | +0% | 13F |
| FreeGulliver LLC | 12,241 | $119,595 | +0% | 13F |
| ENTREWEALTH, LLC | 12,148 | $113,948 | New | 13F |
| COMPASS FINANCIAL MANAGEMENT LLC | 10,677 | $104,314 | New | 13F |
| Bernardo Wealth Planning LLC | 10,278 | $100,416 | +0% | 13F |
| Triumph Capital Management | 6,725 | $65,703 | +56% | 13F |
| MORGAN STANLEY | 4,928 | $48,155 | +492700% | 13F |
| CITIGROUP INC | 3,373 | $32,954 | New | 13F |
| Rockefeller Capital Management L.P. | 3,000 | $29,310 | +0% | 13F |
| BROWN BROTHERS HARRIMAN & CO | 750 | $7,328 | New | 13F |
| Spire Wealth Management | 200 | $1,954 | New | 13F |
| LVM CAPITAL MANAGEMENT LTD/MI | 161,326 | $1,576 | +0% | 13F |
| Quarry LP | 139 | $1,358 | New | 13F |
| Cambridge Investment Research Advisors, Inc. | 29,875 | $292 | New | 13F |
| Caitong International Asset Management Co., Ltd | 11 | $107 | New | 13F |
| UBS Group AG | 2 | $20 | -97% | 13F |
Questions and answers
- How many institutions hold Chicago Atlantic BDC, Inc.?
- 48 managers reported Chicago Atlantic BDC, Inc. on Form 13F for the quarter ended 30 June 2026, against 42 the quarter before.
- Who is the largest institutional holder of Chicago Atlantic BDC, Inc.?
- INTREPID CAPITAL MANAGEMENT INC, with 756,185 shares worth $7 million on its 13F for Q2 2026.
- How many institutions bought or sold out of Chicago Atlantic BDC, Inc. in Q2 2026?
- 14 managers reported a new position and 8 reported none after holding it the quarter before.
Source: SEC EDGAR, Form 13F (public domain). Counts and values as filed. Cite this page: Tamarly Intelligence, "Who holds Chicago Atlantic BDC, Inc., Q2 2026", https://app.tamarly.ai/holders/chicago-atlantic-bdc, built from SEC EDGAR.
Research from public records, not investment advice. Tamarly holds no investment positions. By reading these pages you accept the Terms of Use; figures can be late or wrong, so check the linked source before relying on one. Terms and policies.