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Chicago Atlantic BDC (LIEN) Institutional Ownership

Chicago Atlantic BDC logo
$9.61 +0.04 (+0.42%)
Closing price 09/29/2026 04:00 PM Eastern
Extended Trading
$9.60 -0.01 (-0.10%)
As of 09/29/2026 07:30 PM Eastern
Extended trading is trading that happens on electronic markets outside of regular trading hours. This is a fair market value extended hours price provided by Massive. Learn more.
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Institutional Ownership Changes (13F Filings) for Chicago Atlantic BDC (NASDAQ:LIEN)

Current
Institutional Ownership
Percentage
4.36%
Number of
Institutional Buyers
(last 12 months)
22
Total
Institutional Inflows
(last 12 months)
$17.56M
Number of
Institutional Sellers
(last 12 months)
11
Total
Institutional Outflows
(last 12 months)
$3.58M
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LIEN Institutional Buying and Selling by Quarter

Chicago Atlantic BDC Major Shareholders & Ownership History

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
9/9/2026Tidal Investments LLC30,022$293K0.0%-13.7%0.132%
8/27/2026Corient Private Wealth LP188,863$1.85M0.0%-50.4%0.828%
8/26/2026HighTower Advisors LLC155,924$1.52M0.0%-10.2%0.683%
8/22/2026Compass Financial Management LLC10,677$104K0.0%N/A0.047%
8/21/2026Triumph Capital Management6,725$66K0.0%+56.2%0.029%
8/17/2026Corient Private Wealth LP188,863$1.85M0.0%N/A0.828%
8/14/2026Partners Capital Investment Group LLP145,336$1.42M0.1%N/A0.637%
8/12/2026Compass Financial Management LLC10,677$104K0.0%N/A0.047%
8/7/2026BlackRock Inc.74,480$728K0.0%N/A0.326%
4/23/2026Apollon Wealth Management LLC55,809$521K0.0%-28.3%0.245%
4/22/2026Venturi Wealth Management LLC40,171$375K0.0%N/A0.176%
3/17/2026Rockefeller Capital Management L.P.3,000$31K0.0%-90.1%0.013%
3/9/2026Corient Private Wealth LLC382,865$3.96M0.0%+9.9%1.678%
3/2/2026Wick Capital Partners LLC53,324$551K0.1%-9.9%0.234%
2/19/2026Corient Private Wealth LLC382,865$3.96M0.0%+9.9%1.678%
2/18/2026Millennium Management LLC46,410$479K0.0%-4.4%0.203%
2/12/2026Triumph Capital Management3,105$32K0.0%N/A0.014%
2/11/2026Closed End Fund Advisors Inc.12,718$131K0.1%N/A0.056%
2/10/2026Northwestern Mutual Wealth Management Co.6,146$63K0.0%N/A0.027%
2/6/2026Condor Capital Management166,274$1.72M0.1%-9.5%0.729%
2/4/2026Shade Tree Advisors LLC17,360$179K0.1%N/A0.076%
1/30/2026Sage Rhino Capital LLC10,901$113K0.0%N/A0.048%
1/23/2026Sage Mountain Advisors LLC268,088$2.77M0.1%+29.9%1.175%
1/21/2026Sowell Financial Services LLC478,208$4.94M0.2%N/A2.096%
1/20/2026SteelPeak Wealth LLC10,277$110K0.0%N/A0.045%
1/13/2026Mather Group LLC.10,215$106K0.0%N/A0.045%
1/12/2026LVM Capital Management Ltd. MI161,326$1.67M0.2%N/A0.707%
1/8/2026Firethorn Wealth Partners LLC31,846$329K0.1%+70.1%0.140%
11/17/2025Millennium Management LLC48,547$510K0.0%+172.3%0.213%
11/17/2025MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.195,884$2.06M0.0%+227.7%0.858%
11/17/2025Citadel Advisors LLC15,881$167K0.0%-60.6%0.070%
11/14/2025FreeGulliver LLC12,241$129K0.1%N/A0.054%
11/12/2025Integrated Advisors Network LLC83,881$881K0.0%-10.9%0.368%
11/7/2025Condor Capital Management183,705$1.93M0.2%+3.1%0.805%
10/29/2025Sage Mountain Advisors LLC206,367$2.17M0.1%+1,913.1%0.904%
10/22/2025Gladstone Institutional Advisory LLC13,000$136K0.0%N/A0.057%
10/17/2025Apollon Wealth Management LLC77,818$817K0.0%-24.0%0.341%
10/10/2025Seneca House Advisors24,722$260K0.1%-30.3%0.108%
9/26/2025Corient Private Wealth LLC269,031$2.78M0.0%N/A1.179%
8/18/2025Westwood Holdings Group Inc.10,737$111K0.0%N/A0.047%
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8/15/2025Corient Private Wealth LLC269,031$2.78M0.0%N/A1.179%
8/15/2025Northeast Financial Consultants Inc82,192$851K0.0%N/A0.360%
8/15/2025Tidal Investments LLC38,473$398K0.0%-11.0%0.169%
8/15/2025Black Maple Capital Management LP183,668$1.90M0.9%N/A0.805%
8/14/2025MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.59,774$619K0.0%N/A0.262%
8/13/2025Brown Advisory Inc.100,955$1.05M0.0%N/A0.442%
8/13/2025Bernardo Wealth Planning LLC10,278$106K0.0%N/A0.045%
8/12/2025XTX Topco Ltd10,776$112K0.0%N/A0.047%
8/8/2025Rockefeller Capital Management L.P.30,424$315K0.0%N/A0.133%
8/8/2025Westwood Holdings Group Inc.10,737$111K0.0%N/A0.047%
8/8/2025Condor Capital Management178,138$1.84M0.2%N/A0.781%
8/4/2025Mesirow Financial Investment Management Inc.12,433$129K0.0%N/A0.054%
7/31/2025Sage Mountain Advisors LLC10,251$106K0.0%N/A0.045%
7/28/2025Ritholtz Wealth Management34,911$361K0.0%N/A0.153%
7/25/2025Apollon Wealth Management LLC102,368$1.06M0.0%N/A0.449%
7/22/2025Firethorn Wealth Partners LLC19,415$201K0.1%N/A0.085%
7/16/2025Twelve Points Wealth Management LLC26,233$272K0.1%N/A0.115%
7/9/2025Seneca House Advisors35,491$367K0.2%N/A0.156%


LIEN Institutional Ownership - Frequently Asked Questions

During the previous two years, 39 institutional investors and hedge funds held shares of Chicago Atlantic BDC. The most heavily invested institutionals were Sowell Financial Services LLC ($4.94M), Corient Private Wealth LLC ($3.96M), Sage Mountain Advisors LLC ($2.77M), MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. ($2.06M), Black Maple Capital Management LP ($1.90M), Corient Private Wealth LP ($1.85M), and Condor Capital Management ($1.72M).Learn more on Chicago Atlantic BDC's institutional investors.

4.36% of Chicago Atlantic BDC's stock is owned by institutional investors. Learn more on LIEN's institutional investor holdings.

Of the 34 institutional investors that purchased Chicago Atlantic BDC's stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Corient Private Wealth LLC ($606.91K), Sowell Financial Services LLC ($478.21K), Sage Mountain Advisors LLC ($268.09K), MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. ($195.88K), Corient Private Wealth LP ($188.86K), Condor Capital Management ($183.71K), and Black Maple Capital Management LP ($183.67K).

Institutional investors have bought a total of 1,720,326 shares in the last 24 months. This purchase volume represents approximately $17.56M in transactions.

Of the 11 institutional investors that sold Chicago Atlantic BDC's stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Corient Private Wealth LP ($191.89K), Apollon Wealth Management LLC ($46.56K), Rockefeller Capital Management L.P. ($27.42K), Citadel Advisors LLC ($24.45K), HighTower Advisors LLC ($17.70K), Condor Capital Management ($17.43K), and Seneca House Advisors ($10.77K).

Institutional investors have sold a total of 359,273 shares in the last 24 months. This volume of shares sold represents approximately $3.58M in transactions.


Related Companies

Institutional ownership data for NASDAQ:LIEN is compiled from quarterly 13F filings submitted to the U.S. Securities and Exchange Commission (SEC), with the most recent received on 9/9/2026. New 13F filings are added each quarter as they're published.
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