Who owns Chicago Atlantic BDC, Inc.?
Prices and market caps: Cboe delayed data, at least 15 minutes delayed. Not real-time. Fundamentals from company filings.
Institutional ownership of LIEN from SEC Form 13F filings across 48 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, 48 institutions disclosed 3.5M shares of Chicago Atlantic BDC, Inc. worth $34.7M — about 15.5% of shares outstanding; the largest disclosed holder is INTREPID CAPITAL MANAGEMENT INC. Source: SEC Form 13F filings, parsed by EvidInvest.
48
13F holders
$34.7M
value, 2026 filers
15.5%
of shares outstanding (3.5M sh)
14
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 | INTREPID CAPITAL MANAGEMENT INC | 756,185 | $7.4M | 2.6% | 3.3% | 0.0% |
| 2 | Sowell Financial Services LLC | 511,387 | $5.0M | 0.2% | 2.2% | +3.6% |
| 3 | MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | 189,596 | $1.9M | 0.0% | 0.8% | +4.1% |
| 4 | Corient Private Wealth LP | 188,863 | $1.8M | 0.0% | 0.8% | -50.4% |
| 5 | CDC Financial, Inc. | 177,391 | $1.7M | 0.7% | 0.8% | +11.1% |
| 6 | CONDOR CAPITAL MANAGEMENT | 163,673 | $1.6M | 0.1% | 0.7% | +1.4% |
| 7 | LVM CAPITAL MANAGEMENT LTD/MI | 161,326 | $1.6M | 0.1% | 0.7% | 0.0% |
| 8 | HighTower Advisors, LLC | 155,924 | $1.5M | 0.0% | 0.7% | -10.2% |
| 9 | PARTNERS CAPITAL INVESTMENT GROUP, LLPNEW | 145,336 | $1.4M | 0.1% | 0.6% | new |
| 10 | Black Maple Capital Management LP | 130,920 | $1.3M | 0.7% | 0.6% | 0.0% |
| 11 | RAYMOND JAMES FINANCIAL INCNEW | 96,131 | $939,200 | 0.0% | 0.4% | new |
| 12 | CITADEL ADVISORS LLC | 88,149 | $861,216 | 0.0% | 0.4% | +45.8% |
| 13 | BlackRock, Inc. | 74,480 | $727,670 | 0.0% | 0.3% | +4.3% |
| 14 | Clayton Partners LLCNEW | 58,666 | $573,167 | 0.4% | 0.3% | new |
| 15 | RITHOLTZ WEALTH MANAGEMENT | 54,347 | $530,970 | 0.0% | 0.2% | +56.6% |
| 16 | Apollon Wealth Management, LLC | 48,809 | $476,864 | 0.0% | 0.2% | -12.5% |
| 17 | Venturi Wealth Management, LLC | 40,171 | $392,471 | 0.0% | 0.2% | 0.0% |
| 18 | FIRETHORN WEALTH PARTNERS, LLC | 38,654 | $377,653 | 0.1% | 0.2% | +8.4% |
| 19 | Gladstone Institutional Advisory LLC | 38,600 | $377,122 | 0.0% | 0.2% | 0.0% |
| 20 | Sage Mountain Advisors LLC | 30,797 | $300,887 | 0.0% | 0.1% | -85.7% |
| 21 | Tidal Investments LLC | 30,022 | $293,315 | 0.0% | 0.1% | -13.7% |
| 22 | Cambridge Investment Research Advisors, Inc.NEW | 29,875 | $292,000 | 0.0% | 0.1% | new |
| 23 | Closed-End Fund Advisors, Inc. | 28,303 | $276,520 | 0.3% | 0.1% | +31.2% |
| 24 | Wick Capital Partners, LLC | 26,967 | $263,468 | 0.0% | 0.1% | 0.0% |
| 25 | Twelve Points Wealth Management LLC | 26,233 | $256,296 | 0.1% | 0.1% | 0.0% |
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.