CHICAGO ATLANTIC BDC INC (LIEN) Institutional Ownership Changes & 13F Activity
CHICAGO ATLANTIC BDC INC (LIEN). Institutional ownership data tracks hedge funds, asset managers, and other institutional investors based on recent SEC Form 13F filings (Q2 2026). This page analyzes institutional buying and selling activity, new holdings, and sold-out positions in the latest reporting period. Notable filers include Corient Private Wealth Llc, Sage Mountain Advisors Llc, Partners Capital Investment Group, Llp, Raymond James Financial Inc, and Clayton Partners Llc.
| Institution | Type | Change in shares | Change Position % | Shares | Reported stock balance | Portfolio quarter | Filing date |
|---|---|---|---|---|---|---|---|
| Citadel Advisors Llc | Buy | +27,687 | +45.8% | 88,149 | $861.22K | Q2 2026 | Sep 02, 2026 |
| Corient Private Wealth Llc | Sell | -191,885 | -50.4% | 188,863 | $1.85M | Q2 2026 | Aug 27, 2026 |
| Raymond James Financial Inc | Buy | +96,131 | — | 96,131 | $939.20K | Q2 2026 | Aug 14, 2026 |
| Clayton Partners Llc | Buy | +58,666 | — | 58,666 | $573.17K | Q2 2026 | Aug 14, 2026 |
| Cdc Financial, Inc. | Buy | +17,773 | +11.1% | 177,391 | $1.73M | Q2 2026 | Aug 14, 2026 |
| Entrewealth, Llc | Buy | +12,148 | — | 12,148 | $113.95K | Q2 2026 | Aug 14, 2026 |
| Mirae Asset Global Etfs Holdings Ltd. | Buy | +7,466 | +4.1% | 189,596 | $1.85M | Q2 2026 | Aug 14, 2026 |
| Trexquant Investment Lp | Buy | +4,045 | +20.1% | 24,205 | $236.48K | Q2 2026 | Aug 14, 2026 |
| Millennium Management Llc | Buy | +2,898 | +13.9% | 23,755 | $232.09K | Q2 2026 | Aug 14, 2026 |
| Quarry Lp | Buy | +139 | — | 139 | $1.36K | Q2 2026 | Aug 14, 2026 |
| Partners Capital Investment Group, Llp | Buy | +145,336 | — | 145,336 | $1.42M | Q2 2026 | Aug 13, 2026 |
| O'Shaughnessy Asset Management, Llc | Buy | +24,623 | — | 24,623 | $240.57K | Q2 2026 | Aug 13, 2026 |
| Centiva Capital, Lp | Buy | +15,684 | — | 15,684 | $153.23K | Q2 2026 | Aug 13, 2026 |
| Morgan Stanley | Buy | +4,927 | +492700.0% | 4,928 | $48.16K | Q2 2026 | Aug 13, 2026 |
| Tidal Investments Llc | Sell | -4,755 | -13.7% | 30,022 | $293.31K | Q2 2026 | Aug 13, 2026 |
| Ubs Group Ag | Sell | -63 | -96.9% | 2 | $20.00 | Q2 2026 | Aug 13, 2026 |
| Condor Capital Management | Buy | +2,214 | +1.4% | 163,673 | $1.60M | Q2 2026 | Aug 12, 2026 |
| Brown Brothers Harriman & Co | Buy | +750 | — | 750 | $7.33K | Q2 2026 | Aug 12, 2026 |
| Ritholtz Wealth Management | Buy | +19,650 | +56.6% | 54,347 | $530.97K | Q2 2026 | Aug 11, 2026 |
| Savant Capital, Llc | Buy | +18,640 | — | 18,640 | $182.11K | Q2 2026 | Aug 10, 2026 |
| Blackrock, Inc. | Buy | +3,085 | +4.3% | 74,480 | $727.67K | Q2 2026 | Aug 07, 2026 |
| Tyche Wealth Partners Llc | Buy | +3,000 | +20.7% | 17,500 | $170.97K | Q2 2026 | Aug 06, 2026 |
| Sage Mountain Advisors Llc | Sell | -184,779 | -85.7% | 30,797 | $300.89K | Q2 2026 | Aug 05, 2026 |
| Caitong International Asset Management Co., Ltd | Buy | +11 | — | 11 | $107.00 | Q2 2026 | Aug 05, 2026 |
| Citigroup Inc | Buy | +3,373 | — | 3,373 | $32.95K | Q2 2026 | Aug 03, 2026 |
| Seneca House Advisors | Buy | +434 | +1.7% | 25,322 | $247.40K | Q2 2026 | Jul 31, 2026 |
| Cambridge Investment Research Advisors, Inc. | Buy | +29,875 | — | 29,875 | $292.00 | Q2 2026 | Jul 30, 2026 |
| Closed-End Fund Advisors, Inc. | Buy | +6,725 | +31.2% | 28,303 | $276.52K | Q2 2026 | Jul 27, 2026 |
| Apollon Wealth Management, Llc | Sell | -7,000 | -12.5% | 48,809 | $476.86K | Q2 2026 | Jul 23, 2026 |
| Triumph Capital Management | Buy | +2,420 | +56.2% | 6,725 | $65.70K | Q2 2026 | Jul 21, 2026 |
Frequently asked questions about LIEN activity
Which institutional owners are buying LIEN?
Institutional owners buying LIEN include investors who have either initiated new positions or increased their existing holdings based on recent SEC 13F filings. The activity table above highlights which funds added shares in the latest reporting periods and how their positions changed over time.
What does "buy" mean in LIEN activity?
"Buy" means an investor increased their reported position in LIEN compared to the prior reporting period. This reflects growing exposure to CHICAGO ATLANTIC BDC INC (LIEN) rather than necessarily a brand-new position (though new positions also appear as buys when prior quantity was zero).
Is institutional interest in LIEN increasing?
Institutional interest in LIEN can be assessed by comparing the number of tracked funds adding or increasing positions versus those trimming or exiting across the periods shown. A higher number of additions typically signals increasing participation among large filers, but it should be read alongside position sizes and the full table.