Who Owns CHICAGO ATLANTIC BDC INC (LIEN)? -- Institutional Holders (2026-03-31)

47 institutions reported holding $34.9M of CHICAGO ATLANTIC BDC INC (LIEN) in SEC 13F filings for 2026-03-31. Largest institutional holders: INTREPID CAPITAL MANAGEMENT INC ($7.1M), Sowell Financial Services LLC ($4.6M), Corient Private Wealth LLC ($3.6M), JPMORGAN CHASE & CO ($2.2M), Sage Mountain Advisors LLC ($2.0M). Source: SEC Form 13F.

RankInstitutionValueSharesChange
1INTREPID CAPITAL MANAGEMENT INC$7.1M756,185Trimmed
2Sowell Financial Services LLC$4.6M493,437Added
3Corient Private Wealth LLC$3.6M380,748Trimmed
4JPMORGAN CHASE & CO$2.2M237,631New
5Sage Mountain Advisors LLC$2.0M215,576Trimmed
6MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.$1.7M182,130Trimmed
7HighTower Advisors, LLC$1.6M173,624Added
8CONDOR CAPITAL MANAGEMENT$1.5M161,459Trimmed
9LVM CAPITAL MANAGEMENT LTD/MI$1.5M161,326Hold
10CDC Financial, Inc.$1.5M159,618Added
11Black Maple Capital Management LP$1.2M130,920Trimmed
12BlackRock, Inc.$666,82971,395Trimmed
13CITADEL ADVISORS LLC$564,71560,462Added
14Apollon Wealth Management, LLC$521,25655,809Trimmed
15Venturi Wealth Management, LLC$375,19840,171New
16Gladstone Institutional Advisory LLC$360,52438,600Hold
17FIRETHORN WEALTH PARTNERS, LLC$333,19735,674Added
18Tidal Investments LLC$324,81734,777Trimmed
19RITHOLTZ WEALTH MANAGEMENT$324,07034,697Trimmed
20Wick Capital Partners, LLC$251,87226,967Trimmed
21Twelve Points Wealth Management LLC$245,01626,233Hold
22Seneca House Advisors$232,45424,888Added
23JANE STREET GROUP, LLC$222,19923,790New
24Mariner, LLC$211,95222,693New
25Closed-End Fund Advisors, Inc.$201,53921,578Added

Source: SEC Form 13F filings · as of 2026-03-31