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LIEN CHICAGO ATLANTIC BDC INC

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COM (common), issuer CIK 1843162

30 managers (30 13F filers) reported a position in LIEN shares at 2025-06-30, 2,183,965 shares in all. 26 filers opened a position and 1 filer sold out during the quarter.

Managers
30
13F filers
30
New
26
Added
1
Reduced
1
Sold out
1
Shares held by filers
2,183,965

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 2025

Filers in the available 13F reports with a share position at 2025-06-30, 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 INC759,303$7.86M3.19%+3,11813F-HRTimeline
Corient Private Wealth LPin group Corient Private Wealth LP269,031$2.78M<0.01%new13F-HR/ATimelineGroup
Black Maple Capital Management LP183,668$1.9M1.32%new13F-HRTimeline
CONDOR CAPITAL MANAGEMENT178,138$1.84M0.16%new13F-HRTimeline
Apollon Wealth Management, LLCin group Apollon Wealth Management, LLC102,368$1.06M0.02%new13F-HRTimelineGroup
BROWN ADVISORY INCin group BROWN ADVISORY INC100,955$1.04M<0.01%new13F-HRTimelineGroup
Integrated Advisors Network LLC94,187$975K0.04%new13F-HRTimeline
Northeast Financial Consultants Inc82,192$851K0.03%new13F-HRTimeline
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.in group Mirae Asset Global Investment…59,774$619K<0.01%new13F-HRTimelineGroup
Wick Capital Partners, LLC6,000$613K0.16%new13F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC40,326$417K<0.01%new13F-HRTimelineGroup
Tidal Investments LLCin group Tidal Investments LLC38,473$398K<0.01%-4,75213F-HRTimelineGroup
Seneca House Advisors35,491$367K0.16%new13F-HRTimeline
RITHOLTZ WEALTH MANAGEMENT34,911$361K0.01%new13F-HRTimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…30,424$315K<0.01%new13F-HR/ATimelineGroup
Twelve Points Wealth Management LLC26,233$272K0.07%new13F-HRTimeline
HighTower Advisors, LLC20,112$208K<0.01%new13F-HRTimeline
FIRETHORN WEALTH PARTNERS, LLC19,415$201K0.09%new13F-HRTimeline
MILLENNIUM MANAGEMENT LLCin group MILLENNIUM MANAGEMENT LLC17,829$185K<0.01%new13F-HRTimelineGroup
HRT FINANCIAL LP16,763$173K<0.01%new13F-HRTimeline
Mesirow Financial Investment Management…12,433$129K<0.01%new13F-HRTimeline
Mariner, LLCin group Mariner, LLC12,100$125K<0.01%new13F-HRTimelineGroup
XTX Topco Ltdin group XTX Topco Ltd10,776$112K<0.01%new13F-HRTimelineGroup
WESTWOOD HOLDINGS GROUP INCin group WESTWOOD HOLDINGS GROUP INC10,737$111K<0.01%new13F-HR/ATimelineGroup
Sage Mountain Advisors LLC10,251$106K0.01%new13F-HRTimeline
Bernardo Wealth Planning LLC10,278$106K0.02%new13F-HRTimeline
UBS Group AGin group UBS Group AG940$9.73K<0.01%new13F-HRTimelineGroup
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA856$9K<0.01%new13F-HR/ATimelineGroup
MORGAN STANLEYin group MORGAN STANLEY1$11<0.01%013F-HRTimelineGroup
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$0013F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.