LIEN · Company research
Chicago Atlantic BDC, Inc. Common Stock (LIEN): Ownership & Institutional Holders
Reported institutional positions. Filing dates and sources matter.
RESEARCH CONTEXT
Understand the numbers
Reported institutional positions. Filing dates and sources matter. Use period, currency, units and source fields when interpreting values.
54records availableFinancial Services
Ownership & Institutional Holders data
Database-backed records only
| holder name | cik | period end | shares held | market value | ownership percent | shares change | shares change percent | filing date | data source |
|---|---|---|---|---|---|---|---|---|---|
| FIRETHORN WEALTH PARTNERS, LLC | 1845743 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 38654 | 377653 | — | — | — | Jul 15, 2026 | SEC_13F_DATASET |
| Spire Wealth Management | 1858740 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 200 | 1954 | — | — | — | Jul 15, 2026 | SEC_13F_DATASET |
| ENTREWEALTH, LLC | 2052200 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 12148 | 113948 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| LVM CAPITAL MANAGEMENT LTD/MI | 1053054 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 161326 | 1576 | — | — | — | Jul 9, 2026 | SEC_13F_DATASET |
| Black Maple Capital Management LP | 1588959 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 130920 | 1279088 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | 1423442 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 24623 | 240567 | — | — | — | Aug 13, 2026 | SEC_13F_DATASET |
| Quarry LP | 1965207 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 139 | 1358 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| FreeGulliver LLC | 2032561 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 12241 | 119595 | — | — | — | Aug 11, 2026 | SEC_13F_DATASET |
| BROWN ADVISORY INC | 1345929 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 16339 | 159632 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| RITHOLTZ WEALTH MANAGEMENT | 1698218 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 54347 | 530970 | — | — | — | Aug 10, 2026 | SEC_13F_DATASET |
| Savant Capital, LLC | 1482880 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 18640 | 182113 | — | — | — | Aug 10, 2026 | SEC_13F_DATASET |
| Trexquant Investment LP | 1633445 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 24205 | 236483 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| Icon Wealth Advisors, LLC | 1963212 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 14255 | 139271 | — | — | — | Aug 5, 2026 | SEC_13F_DATASET |
| Venturi Wealth Management, LLC | 1666363 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 40171 | 392471 | — | — | — | Jul 20, 2026 | SEC_13F_DATASET |
| UBS Group AG | 1610520 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 2 | 20 | — | — | — | Aug 13, 2026 | SEC_13F_DATASET |
| MORGAN STANLEY | 895421 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 4927 | 48137 | — | — | — | Aug 13, 2026 | SEC_13F_DATASET |
| INTREPID CAPITAL MANAGEMENT INC | 1092838 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 756185 | 7387927 | — | — | — | Aug 12, 2026 | SEC_13F_DATASET |
| Sage Mountain Advisors LLC | 1832274 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 30797 | 300887 | — | — | — | Aug 5, 2026 | SEC_13F_DATASET |
| Tyche Wealth Partners LLC | 2004818 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 17500 | 170975 | — | — | — | Aug 6, 2026 | SEC_13F_DATASET |
| Centiva Capital, LP | 1692507 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 15684 | 153233 | — | — | — | Aug 13, 2026 | SEC_13F_DATASET |
| Tidal Investments LLC | 1600064 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 30022 | 293315 | — | — | — | Aug 13, 2026 | SEC_13F_DATASET |
| Caitong International Asset Management Co., Ltd | 1963355 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 11 | 107 | — | — | — | Aug 5, 2026 | SEC_13F_DATASET |
| Wick Capital Partners, LLC | 1904388 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 26967 | 263468 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| Twelve Points Wealth Management LLC | 1877090 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 26233 | 256296 | — | — | — | Aug 7, 2026 | SEC_13F_DATASET |
| BlackRock, Inc. | 2012383 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 74480 | 727670 | — | — | — | Aug 7, 2026 | SEC_13F_DATASET |
| Clayton Partners LLC | 1550509 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 58666 | 573167 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| Apollon Wealth Management, LLC | 1764387 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 48809 | 476864 | — | — | — | Jul 23, 2026 | SEC_13F_DATASET |
| Seneca House Advisors | 1731359 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 25322 | 247396 | — | — | — | Jul 31, 2026 | SEC_13F_DATASET |
| Bernardo Wealth Planning LLC | 1765595 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 10278 | 100416 | — | — | — | Jul 27, 2026 | SEC_13F_DATASET |
| HighTower Advisors, LLC | 1462245 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 155924 | 1523377 | — | — | — | Aug 5, 2026 | SEC_13F_DATASET |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | 1705339 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 189596 | 1852353 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| Sowell Financial Services LLC | 1633697 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 511387 | 4996249 | — | — | — | Jul 20, 2026 | SEC_13F_DATASET |
| BROWN BROTHERS HARRIMAN & CO | 14661 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 750 | 7328 | — | — | — | Aug 12, 2026 | SEC_13F_DATASET |
| PARTNERS CAPITAL INVESTMENT GROUP, LLP | 1694870 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 145336 | 1419933 | — | — | — | Aug 13, 2026 | SEC_13F_DATASET |
| CDC Financial, Inc. | 2077836 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 177391 | 1733110 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| COMPASS FINANCIAL MANAGEMENT LLC | 2148724 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 10677 | 104314 | — | — | — | Aug 12, 2026 | SEC_13F_DATASET |
| CITIGROUP INC | 831001 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 3373 | 32954 | — | — | — | Aug 3, 2026 | SEC_13F_DATASET |
| Mesirow Financial Investment Management, Inc. | 1469475 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 12433 | 121470 | — | — | — | Jul 22, 2026 | SEC_13F_DATASET |
| Blackrock, Inc. | 2012383 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 74480 | 727670000 | — | — | — | Aug 7, 2026 | SEC_13F_HR |
| Citigroup Inc. | 831001 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 3373 | 32954000 | — | — | — | Aug 3, 2026 | SEC_13F_HR |
| Rockefeller Capital Management L.P. | 1739439 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 3000 | 29310 | — | — | — | Aug 13, 2026 | SEC_13F_DATASET |
| Triumph Capital Management | 1730765 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 6725 | 65703 | — | — | — | Jul 21, 2026 | SEC_13F_DATASET |
| Gladstone Institutional Advisory LLC | 1766530 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 38600 | 377122 | — | — | — | Jul 27, 2026 | SEC_13F_DATASET |
| Corient Private Wealth LP | 1948780 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 188863 | 1845192 | — | — | — | Aug 12, 2026 | SEC_13F_DATASET |
| Closed-End Fund Advisors, Inc. | 2103520 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 28303 | 276520 | — | — | — | Jul 27, 2026 | SEC_13F_DATASET |
| CITADEL ADVISORS LLC | 1423053 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 88149 | 861216 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| CONDOR CAPITAL MANAGEMENT | 1082491 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 163673 | 1599089 | — | — | — | Aug 12, 2026 | SEC_13F_DATASET |
| MILLENNIUM MANAGEMENT LLC | 1273087 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 23755 | 232086 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| RAYMOND JAMES FINANCIAL INC | 720005 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 85008 | 830528 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| WESTWOOD HOLDINGS GROUP, INC. | 1165002 | Tue Mar 31 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 10737 | 100283000 | — | — | — | May 15, 2026 | SEC_13F_HR |
| Blackrock, Inc. | 2012383 | Tue Mar 31 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 71395 | 666829000 | — | — | — | May 13, 2026 | SEC_13F_HR |
| WESTWOOD HOLDINGS GROUP, INC. | 1165002 | Wed Dec 31 2025 00:00:00 GMT+0000 (Coordinated Universal Time) | 10737 | 110913000 | — | — | — | Feb 17, 2026 | SEC_13F_HR |
| Blackrock, Inc. | 2012383 | Wed Dec 31 2025 00:00:00 GMT+0000 (Coordinated Universal Time) | 138482 | 1430519000 | — | — | — | Feb 12, 2026 | SEC_13F_HR |
| WESTWOOD HOLDINGS GROUP, INC. | 1165002 | Tue Sep 30 2025 00:00:00 GMT+0000 (Coordinated Universal Time) | 10737 | 113000000 | — | — | — | Nov 14, 2025 | SEC_13F_HR |
Informational research only, not financial advice. Forecasts are uncertain and can be wrong.