Who owns Chicago Atlantic BDC, Inc.?
Prices and market caps: Cboe delayed data, at least 15 minutes delayed. Not real-time. Fundamentals from SEC filings.
Institutional ownership of LIEN from SEC Form 13F filings across 29 reporting managers. All positions are from one synchronized reporting period — 2026-06-30 books, filed up to 45 days after quarter end — so every row is comparable.
As of the 2026-06-30 reporting period, 29 institutions disclosed 1.6M shares of Chicago Atlantic BDC, Inc. worth $14.9M — about 6.9% of shares outstanding; the largest disclosed holder is MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.. Source: SEC Form 13F filings, parsed by EvidInvest.
29
13F holders
$14.9M
value, 2026 filers
6.9%
of shares outstanding (1.6M sh)
9
new positions (2026 filers)
Top institutional holders
ordered by shares owned · positions as of 2026-06-30· % of fund = share of the manager's own book · % of co. = share of LIEN's shares outstanding
| # | Manager | Shares | Value | % of fund | % of co. | Δ shares QoQ |
|---|---|---|---|---|---|---|
| 1 | MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | 189,596 | $1.9M | 0.0% | 0.8% | +4.1% |
| 2 | Corient Private Wealth LP | 188,863 | $1.8M | 0.0% | 0.8% | -50.4% |
| 3 | CDC Financial, Inc. | 177,391 | $1.7M | 0.7% | 0.8% | +11.1% |
| 4 | HighTower Advisors, LLC | 155,924 | $1.5M | 0.0% | 0.7% | -10.2% |
| 5 | Black Maple Capital Management LP | 130,920 | $1.3M | 0.7% | 0.6% | 0.0% |
| 6 | RITHOLTZ WEALTH MANAGEMENT | 108,694 | $1.1M | 0.0% | 0.5% | +213.3% |
| 7 | RAYMOND JAMES FINANCIAL INCNEW | 96,131 | $939,200 | 0.0% | 0.4% | new |
| 8 | CITADEL ADVISORS LLC | 88,149 | $861,216 | 0.0% | 0.4% | +45.8% |
| 9 | BlackRock, Inc. | 74,480 | $727,670 | 0.0% | 0.3% | +4.3% |
| 10 | Cambridge Investment Research Advisors, Inc.NEW | 59,750 | $584 | 0.0% | 0.3% | new |
| 11 | Apollon Wealth Management, LLC | 48,809 | $476,864 | 0.0% | 0.2% | -12.5% |
| 12 | FIRETHORN WEALTH PARTNERS, LLC | 38,654 | $377,653 | 0.1% | 0.2% | +8.4% |
| 13 | Gladstone Institutional Advisory LLC | 38,600 | $377,122 | 0.0% | 0.2% | 0.0% |
| 14 | Tidal Investments LLC | 30,022 | $293,315 | 0.0% | 0.1% | -13.7% |
| 15 | O'SHAUGHNESSY ASSET MANAGEMENT, LLCNEW | 24,623 | $240,567 | 0.0% | 0.1% | new |
| 16 | MILLENNIUM MANAGEMENT LLC | 23,755 | $232,086 | 0.0% | 0.1% | +13.9% |
| 17 | Savant Capital, LLCNEW | 18,640 | $182,113 | 0.0% | 0.1% | new |
| 18 | BROWN ADVISORY INC | 16,339 | $159,632 | 0.0% | 0.1% | 0.0% |
| 19 | Centiva Capital, LPNEW | 15,684 | $153,233 | 0.0% | 0.1% | new |
| 20 | Icon Wealth Advisors, LLC | 14,255 | $139,271 | 0.0% | 0.1% | 0.0% |
| 21 | Mesirow Financial Investment Management, Inc. | 12,433 | $121,470 | 0.0% | 0.1% | 0.0% |
| 22 | COMPASS FINANCIAL MANAGEMENT LLCNEW | 10,677 | $104,314 | 0.0% | 0% | new |
| 23 | Triumph Capital Management | 6,725 | $65,703 | 0.0% | 0% | +56.2% |
| 24 | MORGAN STANLEY | 4,928 | $48,155 | 0.0% | 0% | +492700.0% |
| 25 | CITIGROUP INCNEW | 3,373 | $32,954 | 0.0% | 0% | new |
Source: SEC Form 13F-HR filings (institutional managers over $100M in US-listed positions). 13Fs disclose long positions only, up to 45 days after quarter end; each manager's latest filed quarter is shown per row and dollar values are the manager's filed marks. Aggregates labeled "2026 filers" count only managers whose latest book is a 2026 quarter. Related: valuation · options positioning · supply chain. Research, not investment advice.