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Disclosery

LIEN CHICAGO ATLANTIC BDC INC

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COM (common), issuer CIK 1843162

48 managers (48 13F filers) reported a position in LIEN shares at 2026-06-30, 3,548,033 shares in all. 13 filers opened a position and 8 filers sold out during the quarter.

Managers
48
13F filers
48
New
13
Added
15
Reduced
6
Sold out
8
Shares held by filers
3,548,033

Shares held by filers adds up every 13F filer's report, so a share reported by a parent and by its subsidiary counts twice (H9). Managers counts each filer group once.

13D and 13G filers

No 13D or 13G on this security in the data. Structured 13D/G data starts 2024-12-18.

Insider trades

No Form 4 transaction on this security in the data.

13F holders, Q2 2026

Filers in the available 13F reports with a share position at 2026-06-30, filer groups collapsed to one row (method), largest first. Options and principal amounts are left out. A group row states no % of portfolio, since each member reports its own portfolio: the members' percents are listed under it. A value about 1,000 times or 1/1,000 of the price other filers imply is shown as filed but neither ranks the row nor enters a sum.

HolderSharesValue% of portfolioChangeSource
INTREPID CAPITAL MANAGEMENT INC756,185$7.39M2.62%013F-HRTimeline
Sowell Financial Services LLC511,387$5M0.16%+17,95013F-HRTimeline
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.in group Mirae Asset Global Investment…189,596$1.85M<0.01%+7,46613F-HRTimelineGroup
Corient Private Wealth LPin group Corient Private Wealth LP188,863$1.85M<0.01%-191,88513F-HR/ATimelineGroup
CDC Financial, Inc.177,391$1.73M1.33%+17,77313F-HRTimeline
CONDOR CAPITAL MANAGEMENT163,673$1.6M0.12%+2,21413F-HRTimeline
LVM CAPITAL MANAGEMENT LTD/MI161,326$1.58M0.13%013F-HRTimeline
HighTower Advisors, LLC155,924$1.52M<0.01%-17,70013F-HRTimeline
PARTNERS CAPITAL INVESTMENT GROUP, LLP145,336$1.42M0.05%new13F-HRTimeline
Black Maple Capital Management LP130,920$1.28M0.86%013F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC96,131$939K<0.01%new13F-HRTimelineGroup
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC88,149$861K<0.01%+27,68713F-HRTimelineGroup
BlackRock, Inc.in group BlackRock, Inc.74,480$728K<0.01%+3,08513F-HRTimelineGroup
Clayton Partners LLC58,666$573K0.38%new13F-HRTimeline
RITHOLTZ WEALTH MANAGEMENT54,347$531K0.01%+19,65013F-HR/ATimeline
Apollon Wealth Management, LLCin group Apollon Wealth Management, LLC48,809$477K0.01%-7,00013F-HRTimelineGroup
Venturi Wealth Management, LLC40,171$392K0.02%013F-HRTimeline
FIRETHORN WEALTH PARTNERS, LLC38,654$378K0.12%+2,98013F-HRTimeline
Gladstone Institutional Advisory LLC38,600$377K0.01%013F-HRTimeline
Sage Mountain Advisors LLC30,797$301K0.02%-184,77913F-HRTimeline
Tidal Investments LLCin group Tidal Investments LLC30,022$293K<0.01%-4,75513F-HRTimelineGroup
Cambridge Investment Research Advisors,…29,875$292K<0.01%new13F-HR/ATimeline
Closed-End Fund Advisors, Inc.28,303$277K0.27%+6,72513F-HRTimeline
Wick Capital Partners, LLC26,967$263K0.04%013F-HRTimeline
Twelve Points Wealth Management LLC26,233$256K0.05%013F-HRTimeline
Seneca House Advisors25,322$247K0.09%+43413F-HRTimeline
O'SHAUGHNESSY ASSET MANAGEMENT, LLC24,623$241K<0.01%new13F-HRTimeline
Trexquant Investment LP24,205$236K<0.01%+4,04513F-HRTimeline
MILLENNIUM MANAGEMENT LLCin group MILLENNIUM MANAGEMENT LLC23,755$232K<0.01%+2,89813F-HRTimelineGroup
Savant Capital, LLC18,640$182K<0.01%new13F-HRTimeline
Tyche Wealth Partners LLC17,500$171K0.02%+3,00013F-HRTimeline
BROWN ADVISORY INCin group BROWN ADVISORY INC16,339$160K<0.01%013F-HRTimelineGroup
Centiva Capital, LP15,684$153K0.01%new13F-HRTimeline
Icon Wealth Advisors, LLC14,255$139K0.01%013F-HRTimeline
Mesirow Financial Investment Management…12,433$121K<0.01%013F-HRTimeline
FreeGulliver LLC12,241$120K0.04%013F-HRTimeline
ENTREWEALTH, LLC12,148$114K0.04%new13F-HRTimeline
COMPASS FINANCIAL MANAGEMENT LLC10,677$104K0.01%13F-HRTimeline
Bernardo Wealth Planning LLC10,278$100K0.02%013F-HRTimeline
Triumph Capital Management6,725$65.7K0.01%+2,42013F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY4,928$48.2K<0.01%+4,92713F-HRTimelineGroup
CITIGROUP INCin group CITIGROUP INC3,373$33K<0.01%new13F-HRTimelineGroup
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…3,000$29.3K<0.01%013F-HRTimelineGroup
BROWN BROTHERS HARRIMAN & COin group BROWN BROTHERS HARRIMAN & CO750$7.33K<0.01%new13F-HRTimelineGroup
Spire Wealth Managementin group Spire Wealth Management200$1.95K<0.01%new13F-HRTimelineGroup
Quarry LP139$1.36K<0.01%new13F-HRTimeline
Caitong International Asset Management …11$107<0.01%new13F-HRTimeline
UBS Group AGin group UBS Group AG2$20<0.01%-6313F-HRTimelineGroup