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

56 institutions reported holding $34.7M of CHICAGO ATLANTIC BDC INC (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.

Rank	Institution	Value	Shares	Change
1	INTREPID CAPITAL MANAGEMENT INC	$7.4M	756,185	Hold
2	Sowell Financial Services LLC	$5.0M	511,387	Added
3	MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.	$1.9M	189,596	Added
4	Corient Private Wealth LLC	$1.8M	188,863	Trimmed
5	CDC Financial, Inc.	$1.7M	177,391	Added
6	CONDOR CAPITAL MANAGEMENT	$1.6M	163,673	Added
7	LVM CAPITAL MANAGEMENT LTD/MI	$1.6M	161,326	Hold
8	HighTower Advisors, LLC	$1.5M	155,924	Trimmed
9	PARTNERS CAPITAL INVESTMENT GROUP, LLP	$1.4M	145,336	New
10	Black Maple Capital Management LP	$1.3M	130,920	Hold
11	RAYMOND JAMES FINANCIAL INC	$939,200	96,131	New
12	CITADEL ADVISORS LLC	$861,216	88,149	Added
13	BlackRock, Inc.	$727,670	74,480	Added
14	Clayton Partners LLC	$573,167	58,666	New
15	RITHOLTZ WEALTH MANAGEMENT	$530,970	54,347	Added
16	Apollon Wealth Management, LLC	$476,864	48,809	Trimmed
17	Venturi Wealth Management, LLC	$392,471	40,171	Hold
18	FIRETHORN WEALTH PARTNERS, LLC	$377,653	38,654	Added
19	Gladstone Institutional Advisory LLC	$377,122	38,600	Hold
20	Sage Mountain Advisors LLC	$300,887	30,797	Trimmed
21	Tidal Investments LLC	$293,315	30,022	Trimmed
22	Cambridge Investment Research Advisors, Inc.	$292,000	29,875	New
23	Closed-End Fund Advisors, Inc.	$276,520	28,303	Added
24	Wick Capital Partners, LLC	$263,468	26,967	Hold
25	Twelve Points Wealth Management LLC	$256,296	26,233	Hold

来源：SEC 13F 申报文件 · 截至 2026-06-30