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Chicago Atlantic BDC, Inc.
$9.98 -0.04 (-0.40%) At close · Jul 2
Market Cap
$227.75M
Shares
22,820,590

Institutional ownership from SEC Form 13F filings. Investment managers with more than $100 million in U.S. equities must disclose their positions every quarter, within 45 days of quarter-end, so the holdings shown can lag the market by up to a quarter.

Holders: 42
Total Value: $34,945,861
Total Shares: 3,741,529

Institutional Ownership Trend

17 quarters

Holder Concentration

Across 42 13F filers · Δ vs Dec 31, 2025
Top Holder
20.2%
Jun 2023 → Mar 2026 · range 20.2% – 93.2%
−2.0 pts
Top 5
55.7%
Jun 2023 → Mar 2026 · range 55.7% – 100.0%
−5.1 pts
Top 10
78.1%
Jun 2023 → Mar 2026 · range 78.1% – 100.0%
−4.0 pts
HHI
890
Jun 2023 → Mar 2026 · range 890 – 8,725
Broadly held−128

Quarterly Activity

vs Dec 31, 2025
New
8
Increased
9
Decreased
14
Sold Out
5
Unchanged
11
Holder count: +3
Institutional value: -1.1%
Shares held: +9.4%

Top Buyers

vs Dec 31, 2025
Institution Added Now Holds Open
Large HighTower Advisors, LLC +152,221 173,624
Small CDC Financial, Inc. +32,500 159,618
Mega CITADEL ADVISORS LLC +27,678 60,462
Mid Sowell Financial Services LLC +15,229 493,437
Micro Closed-End Fund Advisors, Inc. +8,860 21,578

Top Sellers

vs Dec 31, 2025
Institution Sold Now Holds Open
Mega BlackRock, Inc. −67,087 71,395
Small Sage Mountain Advisors LLC −52,512 215,576
Large BROWN ADVISORY INC −35,205 16,339
Small Wick Capital Partners, LLC −26,357 26,967
Mega MILLENNIUM MANAGEMENT LLC −25,553 20,857

Top New Positions

vs Dec 31, 2025
Institution Acquired Value (USD) Open
Mega JPMORGAN CHASE & CO 237,631 $2,219,473
Mid Venturi Wealth Management, LLC 40,171 $375,197
Mega JANE STREET GROUP, LLC 23,790 $222,197
Large Mariner, LLC 22,693 $211,952
Large Trexquant Investment LP 20,160 $188,294

Top Sold-Out Positions

vs Dec 31, 2025
Institution Previously Held Last Value (USD) Open
Micro Shade Tree Advisors LLC 17,360 $179,328
Mid MATHER GROUP, LLC. 10,215 $105,520
Large NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 6,146 $63,488
Small Vision Retirement, LLC 400 $4,132
Mega ROYAL BANK OF CANADA 194 $2,004
Filter: New 8 Increased 9 Reduced 14 Sold out 5 Unchanged 11
Showing 42 of 42
All Common Calls Puts
Export CSV
Holder Value (USD) % of 13F Shares Open
Small INTREPID CAPITAL MANAGEMENT INC $7,062,767 20.21% 756,185
Mid Sowell Financial Services LLC $4,608,701 13.19% 493,437
Large Corient Private Wealth LLC $3,556,186 10.18% 380,748
Mega JPMORGAN CHASE & CO $2,219,473 6.35% 237,631
Small Sage Mountain Advisors LLC $2,013,479 5.76% 215,576
Large MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. Mutual Fund $1,701,094 4.87% 182,130
Large HighTower Advisors, LLC $1,621,648 4.64% 173,624
Small CONDOR CAPITAL MANAGEMENT $1,508,027 4.32% 161,459
Small LVM CAPITAL MANAGEMENT LTD/MI $1,506,784 4.31% 161,326
Small CDC Financial, Inc. $1,490,832 4.27% 159,618
Small Black Maple Capital Management LP $1,222,792 3.50% 130,920
Mega BlackRock, Inc. $666,829 1.91% 71,395
Mega CITADEL ADVISORS LLC $564,715 1.62% 60,462
Mid Apollon Wealth Management, LLC $521,256 1.49% 55,809
Mid Venturi Wealth Management, LLC $375,197 1.07% 40,171
Mid Gladstone Institutional Advisory LLC $360,524 1.03% 38,600
Micro FIRETHORN WEALTH PARTNERS, LLC $333,195 0.95% 35,674
Large Tidal Investments LLC $324,817 0.93% 34,777
Mid RITHOLTZ WEALTH MANAGEMENT $324,069 0.93% 34,697
Small Wick Capital Partners, LLC $251,871 0.72% 26,967
Small Twelve Points Wealth Management LLC $245,016 0.70% 26,233
Small Seneca House Advisors $232,453 0.67% 24,888
Mega JANE STREET GROUP, LLC $222,197 0.64% 23,790
Large Mariner, LLC $211,952 0.61% 22,693
Micro Closed-End Fund Advisors, Inc. $201,538 0.58% 21,578
Mega MILLENNIUM MANAGEMENT LLC $194,804 0.56% 20,857
Large Trexquant Investment LP $188,294 0.54% 20,160
Large BROWN ADVISORY INC $152,606 0.44% 16,339
Small Tyche Wealth Partners LLC $135,430 0.39% 14,500
Small Icon Wealth Advisors, LLC $133,141 0.38% 14,255
Mid Mesirow Financial Investment Management, Inc. $116,124 0.33% 12,433
Micro FreeGulliver LLC $114,330 0.33% 12,241
Small SAGE RHINO CAPITAL LLC $101,815 0.29% 10,901
Large WESTWOOD HOLDINGS GROUP INC $100,283 0.29% 10,737
Mid WEDBUSH SECURITIES INC Broker-Dealer $100,283 0.29% 10,737
Micro Bernardo Wealth Planning LLC $95,996 0.27% 10,278
Mid SteelPeak Wealth, LLC $95,987 0.27% 10,277
Small Triumph Capital Management $40,208 0.12% 4,305
Large Rockefeller Capital Management L.P. $28,020 0.08% 3,000
Mega UBS Group AG $606 0.00% 65
Large NATIONAL BANK OF CANADA /FI/ Bank $513 0.00% 55
Mega MORGAN STANLEY $9 0.00% 1
Key facts CIK 1843162 CUSIP 828174102 Visit website Investor relations

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