CHICAGO ATLANTIC BDC INC (LIEN) Institutional Shareholders
CHICAGO ATLANTIC BDC INC (LIEN) is currently reported in institutional portfolios tracked by InsiderSet based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026. The institutional investors covered on this page collectively reported approximately $32.74M in LIEN holdings during the latest filing period.
Intrepid Capital Management Inc is currently the largest disclosed institutional shareholder of LIEN tracked by InsiderSet, reporting ownership valued at approximately $7.39M in its June 30, 2026 SEC Form 13F filing. Based on current market prices and the latest disclosed share count, the position is now estimated to be worth approximately $7.15M, representing an estimated loss of -3.28% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 75% of the total disclosed LIEN value among the investors covered in this analysis. Major shareholders include Intrepid Capital Management Inc, Sowell Financial Services Llc, Mirae Asset Global Etfs Holdings Ltd., and several other long-term asset managers with concentrated positions in CHICAGO ATLANTIC BDC INC (LIEN).
This page ranks the largest institutional LIEN shareholders using publicly disclosed SEC Form 13F data, including reported values, estimated current holding values, portfolio allocation percentages, ownership concentration metrics, and historical holding changes across major hedge funds and investment firms.
Institutional Holders
46
Total Reported Value
$32.74M
Largest Holder
Intrepid Capital Management Inc
Largest Position
$7.39M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
58
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Intrepid Capital Management Inc | 2.62% | 756,185 | $7,387,927 | $7,145,948 | -$241,979 | -3.28% | |
| Sowell Financial Services Llc | 0.16% | 511,387 | $4,996,249 | $4,832,607 | -$163,642 | -3.28% | |
| Mirae Asset Global Etfs Holdings Ltd. | 0.00% | 189,596 | $1,852,353 | $1,791,682 | -$60,671 | -3.28% | |
| Corient Private Wealth Llc | 0.00% | 188,863 | $1,845,192 | $1,784,755 | -$60,437 | -3.28% | |
| Cdc Financial, Inc. | 1.33% | 177,391 | $1,733,110 | $1,676,345 | -$56,765 | -3.28% | |
| Condor Capital Management | 0.12% | 163,673 | $1,599,089 | $1,546,710 | -$52,379 | -3.28% | |
| Lvm Capital Management Ltd/Mi | 0.13% | 161,326 | $1,576,000 | $1,524,531 | -$51,469 | -3.27% | |
| Partners Capital Investment Group, Llp | 0.05% | 145,336 | $1,419,933 | $1,373,425 | -$46,508 | -3.28% | |
| Black Maple Capital Management Lp | 0.87% | 130,920 | $1,279,088 | $1,237,194 | -$41,894 | -3.28% | |
| Raymond James Financial Inc | 0.00% | 96,131 | $939,200 | $908,438 | -$30,762 | -3.28% | |
| Citadel Advisors Llc | 0.00% | 88,149 | $861,216 | $833,008 | -$28,208 | -3.28% | |
| Blackrock, Inc. | 0.00% | 74,480 | $727,670 | $703,836 | -$23,834 | -3.28% | |
| Clayton Partners Llc | 0.38% | 58,666 | $573,167 | $554,394 | -$18,773 | -3.28% | |
| Ritholtz Wealth Management | 0.01% | 54,347 | $530,970 | $513,579 | -$17,391 | -3.28% | |
| Apollon Wealth Management, Llc | 0.01% | 48,809 | $476,864 | $461,245 | -$15,619 | -3.28% | |
| Venturi Wealth Management, Llc | 0.02% | 40,171 | $392,471 | $379,616 | -$12,855 | -3.28% | |
| Firethorn Wealth Partners, Llc | 0.12% | 38,654 | $377,653 | $365,280 | -$12,373 | -3.28% | |
| Gladstone Institutional Advisory Llc | 0.01% | 38,600 | $377,122 | $364,770 | -$12,352 | -3.28% | |
| Sage Mountain Advisors Llc | 0.02% | 30,797 | $300,887 | $291,032 | -$9,855 | -3.28% | |
| Tidal Investments Llc | 0.00% | 30,022 | $293,315 | $283,708 | -$9,607 | -3.28% | |
| Closed-End Fund Advisors, Inc. | 0.27% | 28,303 | $276,520 | $267,463 | -$9,057 | -3.28% | |
| Wick Capital Partners, Llc | 0.04% | 26,967 | $263,468 | $254,838 | -$8,630 | -3.28% | |
| Twelve Points Wealth Management Llc | 0.05% | 26,233 | $256,296 | $247,902 | -$8,394 | -3.28% | |
| Seneca House Advisors | 0.09% | 25,322 | $247,396 | $239,293 | -$8,103 | -3.28% | |
| O'Shaughnessy Asset Management, Llc | 0.00% | 24,623 | $240,567 | $232,687 | -$7,880 | -3.28% | |
| Trexquant Investment Lp | 0.00% | 24,205 | $236,483 | $228,737 | -$7,746 | -3.28% | |
| Millennium Management Llc | 0.00% | 23,755 | $232,086 | $224,485 | -$7,601 | -3.28% | |
| Savant Capital, Llc | 0.00% | 18,640 | $182,113 | $176,148 | -$5,965 | -3.28% | |
| Tyche Wealth Partners Llc | 0.02% | 17,500 | $170,975 | $165,375 | -$5,600 | -3.28% | |
| Brown Advisory Inc | 0.00% | 16,339 | $159,632 | $154,404 | -$5,228 | -3.28% | |
| Centiva Capital, Lp | 0.01% | 15,684 | $153,233 | $148,214 | -$5,019 | -3.28% | |
| Icon Wealth Advisors, Llc | 0.01% | 14,255 | $139,271 | $134,710 | -$4,561 | -3.28% | |
| Mesirow Financial Investment Management, Inc. | 0.00% | 12,433 | $121,470 | $117,492 | -$3,978 | -3.28% | |
| Freegulliver Llc | 0.04% | 12,241 | $119,595 | $115,677 | -$3,918 | -3.28% | |
| Entrewealth, Llc | 0.04% | 12,148 | $113,948 | $114,799 | +$851 | +0.75% | |
| Bernardo Wealth Planning Llc | 0.02% | 10,278 | $100,416 | $97,127 | -$3,289 | -3.28% | |
| Triumph Capital Management | 0.01% | 6,725 | $65,703 | $63,551 | -$2,152 | -3.27% | |
| Morgan Stanley | 0.00% | 4,928 | $48,155 | $46,570 | -$1,585 | -3.29% | |
| Citigroup Inc | 0.00% | 3,373 | $32,954 | $31,875 | -$1,079 | -3.27% | |
| Rockefeller Capital Management L.P. | 0.00% | 3,000 | $29,310 | $28,350 | -$960 | -3.28% | |
| Brown Brothers Harriman & Co | 0.00% | 750 | $7,328 | $7,087 | -$241 | -3.28% | |
| Spire Wealth Management | 0.00% | 200 | $1,954 | $1,890 | -$64 | -3.28% | |
| Quarry Lp | 0.00% | 139 | $1,358 | $1,314 | -$44 | -3.27% | |
| Cambridge Investment Research Advisors, Inc. | 0.00% | 29,875 | $292 | $282,319 | +$282,027 | +96584.50% | |
| Caitong International Asset Management Co., Ltd | 0.00% | 11 | $107 | $104 | -$3 | -2.85% | |
| Ubs Group Ag | 0.00% | 2 | $20 | $19 | -$1 | -5.50% |
Frequently asked questions about LIEN
Who are the largest institutional holders of LIEN?
The largest institutional holders of LIEN reported in the latest SEC Form 13F filings include Intrepid Capital Management Inc, Sowell Financial Services Llc, Mirae Asset Global Etfs Holdings Ltd., Corient Private Wealth Llc, and Cdc Financial, Inc.. InsiderSet ranks institutional holders by their latest reported LIEN position.
What is LIEN institutional ownership?
This page tracks LIEN positions reported by institutional investment managers through SEC Form 13F. CHICAGO ATLANTIC BDC INC (LIEN) institutional ownership on InsiderSet reflects disclosed 13F holdings among the managers we analyze, not every shareholder of the stock.
How many institutions own LIEN?
InsiderSet currently tracks 46 institutional managers reporting LIEN holdings in the latest available 13F data. This count reflects institutions included in the SEC Form 13F filings analyzed by InsiderSet and should not be interpreted as the total number of LIEN shareholders.
How much LIEN stock do institutions own?
Institutional investment managers disclosed approximately $32.74M in LIEN holdings for Q2 2026. This figure is reported 13F value as of the filing period, not necessarily today's market value.
When was LIEN institutional ownership last updated?
The latest LIEN institutional ownership data on InsiderSet is based on SEC Form 13F filings for the quarter ended June 30, 2026. Form 13F filings are generally reported after the quarter ends, so the holdings shown represent the latest publicly disclosed positions rather than real-time institutional holdings.
Are institutional LIEN holdings real-time?
No. Form 13F data is not real-time. It represents positions reported by institutional investment managers as of the end of the reporting quarter. An institution may have changed its LIEN position after the reporting date.
Are institutions buying or selling LIEN?
Institutional buying and selling can be analyzed by comparing LIEN positions across consecutive 13F reporting periods. InsiderSet's LIEN Ownership Changes page shows institutions that increased, reduced, initiated, or exited positions based on reported 13F holdings. View LIEN ownership changes.
How has LIEN institutional ownership changed over time?
InsiderSet tracks LIEN institutional holdings across multiple 13F reporting periods, allowing investors to compare institutional holder counts, reported value, and reported shares over time.