LIENCHICAGO ATLANTIC BDC INC
CUSIP 828174102 · Yahoo Finance ↗ · Google Finance ↗
Chicago Atlantic Bdc Inc (LIEN) has 43 institutional holders in Filings Flow’s 13F database, together reporting 3.74M shares worth $33M as of Q1 2026. The largest reported holders are Intrepid Capital Management Inc, Sowell Financial Services LLC, and Corient Private Wealth LLC.
Institutional Holders
43
Q1 2026
Reported Value
$33M
Ticker
LIEN
Quarters Tracked
4
Ownership Trend
Institutional holders
Total reported value
Holders
Mixed quarters
| Manager | % of Portfolio | Value | Shares | Quarter |
|---|---|---|---|---|
| INTREPID CAPITAL MANAGEMENT INC$261M AUM | 2.71% | $7M | 756.2K | Q1 2026OLDER |
| CDC Financial, Inc.$157M AUM | 0.95% | $1M | 159.6K | Q1 2026OLDER |
| Black Maple Capital Management LP$179M AUM | 0.68% | $1M | 130.9K | Q1 2026OLDER |
| Sowell Financial Services LLC$2.7B AUM | 0.17% | $5M | 493.4K | Q1 2026OLDER |
| Sage Mountain Advisors LLC$1.4B AUM | 0.14% | $2M | 215.6K | Q1 2026OLDER |
| Shade Tree Advisors LLC$140M AUM | 0.14% | $179,329 | 17.4K | Q4 2025OLDER |
| CONDOR CAPITAL MANAGEMENT$1.2B AUM | 0.13% | $2M | 161.5K | Q1 2026OLDER |
| FIRETHORN WEALTH PARTNERS, LLC$273M AUM | 0.12% | $333,197 | 35.7K | Q1 2026OLDER |
| Seneca House Advisors$252M AUM | 0.09% | $232,454 | 24.9K | Q1 2026OLDER |
| Twelve Points Wealth Management LLC$455M AUM | 0.05% | $245,016 | 26.2K | Q1 2026OLDER |
| FreeGulliver LLC$237M AUM | 0.05% | $114,331 | 12.2K | Q1 2026OLDER |
| Wick Capital Partners, LLC$548M AUM | 0.05% | $251,872 | 27.0K | Q1 2026OLDER |
| Integrated Advisors Network LLC$1.9B AUM | 0.04% | $880,751 | 83.9K | Q3 2025OLDER |
| Tyche Wealth Partners LLC$648M AUM | 0.02% | $135,430 | 14.5K | Q1 2026OLDER |
| SAGE RHINO CAPITAL LLC$535M AUM | 0.02% | $101,815 | 10.9K | Q1 2026OLDER |
| Bernardo Wealth Planning LLC$511M AUM | 0.02% | $95,997 | 10.3K | Q1 2026OLDER |
| Venturi Wealth Management, LLC$2.2B AUM | 0.02% | $375,198 | 40.2K | Q1 2026OLDER |
| Gladstone Institutional Advisory LLC$2.7B AUM | 0.01% | $360,524 | 38.6K | Q1 2026OLDER |
| Icon Wealth Advisors, LLC$1.5B AUM | 0.01% | $131,289 | 14.3K | Q1 2026OLDER |
| Triumph Capital Management$491M AUM | 0.01% | $41,672 | 4.3K | Q1 2026OLDER |
| Apollon Wealth Management, LLC$6.2B AUM | 0.01% | $521,256 | 55.8K | Q1 2026OLDER |
| RITHOLTZ WEALTH MANAGEMENT$5.8B AUM | 0.01% | $324,070 | 34.7K | Q1 2026OLDER |
| Corient Private Wealth LLC$69.9B AUM | 0.01% | $4M | 380.7K | Q1 2026OLDER |
| SteelPeak Wealth, LLC$3.9B AUM | 0.00% | $99,482 | 10.3K | Q1 2026OLDER |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.$73.7B AUM | 0.00% | $2M | 182.1K | Q1 2026OLDER |
| Mesirow Financial Investment Management, Inc.$6.2B AUM | 0.00% | $116,124 | 12.4K | Q1 2026OLDER |
| HighTower Advisors, LLC$94.2B AUM | 0.00% | $2M | 173.6K | Q1 2026OLDER |
| Trexquant Investment LP$13.9B AUM | 0.00% | $188,294 | 20.2K | Q1 2026OLDER |
| Vision Retirement, LLC$373M AUM | 0.00% | $4,132 | 400 | Q1 2026OLDER |
| MATHER GROUP, LLC.$10.0B AUM | 0.00% | $105,521 | 10.2K | Q4 2025OLDER |
| WESTWOOD HOLDINGS GROUP INC$13.7B AUM | 0.00% | $100,283 | 10.7K | Q1 2026OLDER |
| Tidal Investments LLC$47.4B AUM | 0.00% | $324,817 | 34.8K | Q1 2026OLDER |
| DEUTSCHE BANK AG\$302.7B AUM | 0.00% | $1M | 111.2K | Q3 2025OLDER |
| BROWN ADVISORY INC$60.9B AUM | 0.00% | $152,606 | 16.3K | Q1 2026OLDER |
| Mariner, LLC$85.7B AUM | 0.00% | $211,952 | 22.7K | Q1 2026OLDER |
| JPMORGAN CHASE & CO$1.56T AUM | 0.00% | $2M | 237.6K | Q1 2026OLDER |
| CITADEL ADVISORS LLC$618.5B AUM | 0.00% | $564,715 | 60.5K | Q1 2026OLDER |
| MILLENNIUM MANAGEMENT LLC$240.3B AUM | 0.00% | $194,804 | 20.9K | Q1 2026OLDER |
| Spire Wealth Management$3.3B AUM | 0.00% | $1,954 | 200 | Q2 2026 |
| Rockefeller Capital Management L.P.$56.4B AUM | 0.00% | $28,020 | 3.0K | Q1 2026OLDER |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$162.4B AUM | 0.00% | $63,488 | 6.1K | Q4 2025OLDER |
| JANE STREET GROUP, LLC$777.2B AUM | 0.00% | $222,199 | 23.8K | Q1 2026OLDER |
| BlackRock, Inc.$5.72T AUM | 0.00% | $666,829 | 71.4K | Q1 2026OLDER |
| NATIONAL BANK OF CANADA /FI/$111.5B AUM | 0.00% | $513 | 55 | Q1 2026OLDER |
| ROYAL BANK OF CANADA$570.1B AUM | 0.00% | $2,000 | 194 | Q4 2025OLDER |
| UBS Group AG$666.3B AUM | 0.00% | $607 | 65 | Q1 2026OLDER |
| MORGAN STANLEY$1.67T AUM | 0.00% | $26 | 2 | Q1 2026OLDER |
Holdings are reported up to 45 days after quarter end. Share counts are as filed and not adjusted for stock splits.