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.

InstitutionTypeChange in sharesChange Position %SharesReported stock balancePortfolio quarterFiling date
Citadel Advisors LlcBuy+27,687+45.8%88,149$861.22KQ2 2026Sep 02, 2026
Corient Private Wealth LlcSell-191,885-50.4%188,863$1.85MQ2 2026Aug 27, 2026
Raymond James Financial IncBuy+96,131—96,131$939.20KQ2 2026Aug 14, 2026
Clayton Partners LlcBuy+58,666—58,666$573.17KQ2 2026Aug 14, 2026
Cdc Financial, Inc.Buy+17,773+11.1%177,391$1.73MQ2 2026Aug 14, 2026
Entrewealth, LlcBuy+12,148—12,148$113.95KQ2 2026Aug 14, 2026
Mirae Asset Global Etfs Holdings Ltd.Buy+7,466+4.1%189,596$1.85MQ2 2026Aug 14, 2026
Trexquant Investment LpBuy+4,045+20.1%24,205$236.48KQ2 2026Aug 14, 2026
Millennium Management LlcBuy+2,898+13.9%23,755$232.09KQ2 2026Aug 14, 2026
Quarry LpBuy+139—139$1.36KQ2 2026Aug 14, 2026
Partners Capital Investment Group, LlpBuy+145,336—145,336$1.42MQ2 2026Aug 13, 2026
O'Shaughnessy Asset Management, LlcBuy+24,623—24,623$240.57KQ2 2026Aug 13, 2026
Centiva Capital, LpBuy+15,684—15,684$153.23KQ2 2026Aug 13, 2026
Morgan StanleyBuy+4,927+492700.0%4,928$48.16KQ2 2026Aug 13, 2026
Tidal Investments LlcSell-4,755-13.7%30,022$293.31KQ2 2026Aug 13, 2026
Ubs Group AgSell-63-96.9%2$20.00Q2 2026Aug 13, 2026
Condor Capital ManagementBuy+2,214+1.4%163,673$1.60MQ2 2026Aug 12, 2026
Brown Brothers Harriman & CoBuy+750—750$7.33KQ2 2026Aug 12, 2026
Ritholtz Wealth ManagementBuy+19,650+56.6%54,347$530.97KQ2 2026Aug 11, 2026
Savant Capital, LlcBuy+18,640—18,640$182.11KQ2 2026Aug 10, 2026
Blackrock, Inc.Buy+3,085+4.3%74,480$727.67KQ2 2026Aug 07, 2026
Tyche Wealth Partners LlcBuy+3,000+20.7%17,500$170.97KQ2 2026Aug 06, 2026
Sage Mountain Advisors LlcSell-184,779-85.7%30,797$300.89KQ2 2026Aug 05, 2026
Caitong International Asset Management Co., LtdBuy+11—11$107.00Q2 2026Aug 05, 2026
Citigroup IncBuy+3,373—3,373$32.95KQ2 2026Aug 03, 2026
Seneca House AdvisorsBuy+434+1.7%25,322$247.40KQ2 2026Jul 31, 2026
Cambridge Investment Research Advisors, Inc.Buy+29,875—29,875$292.00Q2 2026Jul 30, 2026
Closed-End Fund Advisors, Inc.Buy+6,725+31.2%28,303$276.52KQ2 2026Jul 27, 2026
Apollon Wealth Management, LlcSell-7,000-12.5%48,809$476.86KQ2 2026Jul 23, 2026
Triumph Capital ManagementBuy+2,420+56.2%6,725$65.70KQ2 2026Jul 21, 2026
Showing 30 of 41

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.