Who Owns CHICAGO ATLANTIC BDC (LIEN)? -- Institutional Holders (2026-06-30)

56 institutions reported holding $34.7M of CHICAGO ATLANTIC BDC (LIEN) in SEC 13F filings for 2026-06-30. Largest institutional holders: INTREPID CAPITAL MANAGEMENT INC ($7.4M), Sowell Financial Services LLC ($5.0M), MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. ($1.9M), Corient Private Wealth LLC ($1.8M), CDC Financial, Inc. ($1.7M). Source: SEC Form 13F.

RankInstitutionValueSharesChange
1INTREPID CAPITAL MANAGEMENT INC$7.4M756,185Hold
2Sowell Financial Services LLC$5.0M511,387Added
3MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.$1.9M189,596Added
4Corient Private Wealth LLC$1.8M188,863Trimmed
5CDC Financial, Inc.$1.7M177,391Added
6CONDOR CAPITAL MANAGEMENT$1.6M163,673Added
7LVM CAPITAL MANAGEMENT LTD/MI$1.6M161,326Hold
8HighTower Advisors, LLC$1.5M155,924Trimmed
9PARTNERS CAPITAL INVESTMENT GROUP, LLP$1.4M145,336New
10Black Maple Capital Management LP$1.3M130,920Hold
11RAYMOND JAMES FINANCIAL INC$939,20096,131New
12CITADEL ADVISORS LLC$861,21688,149Added
13BlackRock, Inc.$727,67074,480Added
14Clayton Partners LLC$573,16758,666New
15RITHOLTZ WEALTH MANAGEMENT$530,97054,347Added
16Apollon Wealth Management, LLC$476,86448,809Trimmed
17Venturi Wealth Management, LLC$392,47140,171Hold
18FIRETHORN WEALTH PARTNERS, LLC$377,65338,654Added
19Gladstone Institutional Advisory LLC$377,12238,600Hold
20Sage Mountain Advisors LLC$300,88730,797Trimmed
21Tidal Investments LLC$293,31530,022Trimmed
22Cambridge Investment Research Advisors, Inc.$292,00029,875New
23Closed-End Fund Advisors, Inc.$276,52028,303Added
24Wick Capital Partners, LLC$263,46826,967Hold
25Twelve Points Wealth Management LLC$256,29626,233Hold

Source: SEC Form 13F filings · as of 2026-06-30