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Disclosery

LIEN CHICAGO ATLANTIC BDC INC

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COM (common), issuer CIK 1843162

42 managers (42 13F filers) reported a position in LIEN shares at 2026-03-31, 3,741,529 shares in all. 8 filers opened a position and 5 filers sold out during the quarter.

Managers
42
13F filers
42
New
8
Added
9
Reduced
14
Sold out
5
Shares held by filers
3,741,529

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, Q1 2026

Filers in the available 13F reports with a share position at 2026-03-31, 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$7.06M2.71%-3,11813F-HRTimeline
Sowell Financial Services LLC493,437$4.61M0.17%+15,22913F-HRTimeline
Corient Private Wealth LPin group Corient Private Wealth LP380,748$3.56M0.01%-2,11713F-HRTimelineGroup
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO237,631$2.21M<0.01%new13F-HR/ATimelineGroup
Sage Mountain Advisors LLC215,576$2.01M0.14%-52,51213F-HRTimeline
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.in group Mirae Asset Global Investment…182,130$1.7M<0.01%-8,52513F-HRTimelineGroup
HighTower Advisors, LLC173,624$1.62M<0.01%+152,22113F-HRTimeline
CONDOR CAPITAL MANAGEMENT161,459$1.51M0.13%-4,81513F-HRTimeline
LVM CAPITAL MANAGEMENT LTD/MI161,326$1.51M0.14%013F-HRTimeline
CDC Financial, Inc.159,618$1.49M1.23%+32,50013F-HRTimeline
Black Maple Capital Management LP130,920$1.22M0.94%-5,00013F-HRTimeline
BlackRock, Inc.in group BlackRock, Inc.71,395$667K<0.01%-67,08713F-HRTimelineGroup
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC60,462$565K<0.01%+27,67813F-HRTimelineGroup
Apollon Wealth Management, LLCin group Apollon Wealth Management, LLC55,809$521K0.01%-22,00913F-HRTimelineGroup
Venturi Wealth Management, LLC40,171$375K0.02%new13F-HRTimeline
Gladstone Institutional Advisory LLC38,600$361K0.01%013F-HRTimeline
FIRETHORN WEALTH PARTNERS, LLC35,674$333K0.12%+3,82813F-HRTimeline
Tidal Investments LLCin group Tidal Investments LLC34,777$325K<0.01%-4,22413F-HRTimelineGroup
RITHOLTZ WEALTH MANAGEMENT34,697$324K0.01%-5213F-HRTimeline
Wick Capital Partners, LLC26,967$252K0.05%-26,35713F-HRTimeline
Twelve Points Wealth Management LLC26,233$245K0.05%013F-HRTimeline
Seneca House Advisors24,888$232K0.09%+10013F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC23,790$222K<0.01%new13F-HRTimelineGroup
Mariner, LLCin group Mariner, LLC22,693$212K<0.01%new13F-HRTimelineGroup
Closed-End Fund Advisors, Inc.21,578$202K0.21%+8,86013F-HRTimeline
MILLENNIUM MANAGEMENT LLCin group MILLENNIUM MANAGEMENT LLC20,857$195K<0.01%-25,55313F-HRTimelineGroup
Trexquant Investment LP20,160$188K<0.01%new13F-HRTimeline
BROWN ADVISORY INCin group BROWN ADVISORY INC16,339$153K<0.01%-35,20513F-HRTimelineGroup
Tyche Wealth Partners LLC14,500$135K0.02%new13F-HRTimeline
Icon Wealth Advisors, LLC14,255$131K0.01%013F-HRTimeline
Mesirow Financial Investment Management…12,433$116K<0.01%013F-HRTimeline
FreeGulliver LLC12,241$114K0.05%013F-HRTimeline
SAGE RHINO CAPITAL LLC10,901$102K0.02%013F-HRTimeline
WESTWOOD HOLDINGS GROUP INCin group WESTWOOD HOLDINGS GROUP INC10,737$100K<0.01%013F-HRTimelineGroup
WEDBUSH SECURITIES INC10,737$100K<0.01%new13F-HRTimeline
SteelPeak Wealth, LLC10,277$99.5K<0.01%013F-HRTimeline
Bernardo Wealth Planning LLC10,278$96K0.02%013F-HRTimeline
Triumph Capital Management4,305$41.7K0.01%+1,20013F-HRTimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…3,000$28K<0.01%013F-HRTimelineGroup
UBS Group AGin group UBS Group AG65$607<0.01%+3313F-HRTimelineGroup
NATIONAL BANK OF CANADA /FI/in group NATIONAL BANK OF CANADA /FI/55$513<0.01%new13F-HRTimelineGroup
MORGAN STANLEYin group MORGAN STANLEY1$18<0.01%-113F-HRTimelineGroup