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LIEN · Chicago Atlantic BDC, Inc. · Shareholders & Ownership

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$9.10 +0.00 (+0.00%)
Market Cap
$207.67M
Shares
22.82M
Volume · Oct 21 25.37K Avg daily vol (3M) 61.53K

Every disclosed holder of LIEN in one list: 13F institutions, Schedule 13D and 13G filers, insiders (Forms 3, 4 and 5) and registered funds, each from its own latest filing. Holders nest by CIK and SEC reporting links, never by name, and each is summed once.

Who Owns LIEN

13F quarter Sep 30, 2026, combined view: filers that have not filed yet carry their Jun 30, 2026 positions
Holder group Shares % Out
Institutional (13F) 3,422,809 15.00%
Insiders (Forms 3, 4, 5) 6,190,359 27.13%
13D/G-only blocks 0 0.00%
Remaining 13,207,422 57.88%
Registered funds (N-PORT, not summed) 786,207 3.45%

Shares outstanding: 22,820,590, the issuer's latest cover-page count restated onto today's split basis.

13D/G-only counts each filer's latest 13D or 13G that no 13F report of the listing contains, that names no 13F filer and that no counted insider files. Funds are never summed: their shares sit inside their advisers' 13F reports.

Holders of LIEN

# Holder Shares
1
Gordon Scott
Insider CIK 1784452 · Aug 31, 2026
Director, issuer-wide
2,983,394
2
Chicago Atlantic BDC Advisers, LLC
Insider CIK 1873495 · May 19, 2025
10% Owner, issuer-wide
2,887,204
2.1
Scott Gordon
13G CIK 1873495 · Registered investment adviser · Dec 31, 2024
Rule 13d-1(b), qualified institution, not summed
3,850,800
3
INTREPID CAPITAL MANAGEMENT INC
13F CIK 1092838 · Registered investment adviser · Jun 30, 2026
carried, not yet filed for the newest quarter
756,185
3.1
Intrepid Income Fund
Fund S000017981 · Registered fund · Jun 30, 2026
Intrepid Capital Management Funds Trust, not summed
717,987
3.2
Intrepid Capital Fund
Fund S000000841 · Registered fund · Jun 30, 2026
Intrepid Capital Management Funds Trust, not summed
38,198
4
Sowell Financial Services LLC
13F CIK 1633697 · Registered investment adviser · Sep 30, 2026
531,358
5
Mazarakis John
Insider CIK 1867660 · Aug 17, 2026
Director, Executive Chairman, issuer-wide
301,204
6
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.
13F CIK 1705339 · Unknown · Jun 30, 2026
carried, not yet filed for the newest quarter
189,596
7
Corient Private Wealth LLC
13F CIK 1948780 · Registered investment adviser · Jun 30, 2026
carried, not yet filed for the newest quarter
188,863
8
CDC Financial, Inc.
13F CIK 2077836 · Unknown · Jun 30, 2026
carried, not yet filed for the newest quarter
177,391
9
CONDOR CAPITAL MANAGEMENT
13F CIK 1082491 · Registered investment adviser · Jun 30, 2026
carried, not yet filed for the newest quarter
163,673
10
HighTower Advisors, LLC
13F CIK 1462245 · Registered investment adviser · Jun 30, 2026
carried, not yet filed for the newest quarter
155,924
11
PARTNERS CAPITAL INVESTMENT GROUP, LLP
13F CIK 1694870 · Investment adviser · Jun 30, 2026
carried, not yet filed for the newest quarter
145,336
12
Black Maple Capital Management LP
13F CIK 1588959 · Registered investment adviser · Jun 30, 2026
carried, not yet filed for the newest quarter
130,920
13
RAYMOND JAMES FINANCIAL INC
13F CIK 720005 · Unknown · Jun 30, 2026
carried, not yet filed for the newest quarter
96,131
14
CITADEL ADVISORS LLC
13F CIK 1423053 · Registered investment adviser · Jun 30, 2026
carried, not yet filed for the newest quarter
88,149
15
BlackRock, Inc.
13F CIK 2012383 · Holding company · Jun 30, 2026
carried, not yet filed for the newest quarter
74,480
16
Clayton Partners LLC
13F CIK 1550509 · Investment adviser · Jun 30, 2026
carried, not yet filed for the newest quarter
58,666
17
RITHOLTZ WEALTH MANAGEMENT
13F CIK 1698218 · Registered investment adviser · Jun 30, 2026
carried, not yet filed for the newest quarter
54,347
18
Apollon Wealth Management, LLC
13F CIK 1764387 · Registered investment adviser · Jun 30, 2026
carried, not yet filed for the newest quarter
48,809
19
Venturi Wealth Management, LLC
13F CIK 1666363 · Registered investment adviser · Jun 30, 2026
carried, not yet filed for the newest quarter
40,171
20
Gladstone Institutional Advisory LLC
13F CIK 1766530 · Registered investment adviser · Jun 30, 2026
carried, not yet filed for the newest quarter
38,600
21
FIRETHORN WEALTH PARTNERS, LLC
13F CIK 1845743 · Registered investment adviser · Sep 30, 2026
38,007
22
Sage Mountain Advisors LLC
13F CIK 1832274 · Registered investment adviser · Jun 30, 2026
carried, not yet filed for the newest quarter
30,797
23
Amplify Seymour Cannabis ETF
Fund S000064108 · Registered fund · Jun 30, 2026
Amplify ETF Trust, not summed
30,022
24
Tidal Investments LLC
13F CIK 1600064 · Registered investment adviser · Jun 30, 2026
carried, not yet filed for the newest quarter
30,022
25
Cambridge Investment Research Advisors, Inc.
13F CIK 1419186 · Unknown · Jun 30, 2026
carried, not yet filed for the newest quarter
29,875
26
ENTREWEALTH, LLC
13F CIK 2052200 · Registered investment adviser · Sep 30, 2026
28,426
27
Closed-End Fund Advisors, Inc.
13F CIK 2103520 · Unknown · Jun 30, 2026
carried, not yet filed for the newest quarter
28,303
28
Wick Capital Partners, LLC
13F CIK 1904388 · Registered investment adviser · Jun 30, 2026
carried, not yet filed for the newest quarter
26,967
29
Twelve Points Wealth Management LLC
13F CIK 1877090 · Registered investment adviser · Jun 30, 2026
carried, not yet filed for the newest quarter
26,233
30
Seneca House Advisors
13F CIK 1731359 · Unknown · Jun 30, 2026
carried, not yet filed for the newest quarter
25,322
31
O'SHAUGHNESSY ASSET MANAGEMENT, LLC
13F CIK 1423442 · Registered investment adviser · Jun 30, 2026
carried, not yet filed for the newest quarter
24,623
32
Trexquant Investment LP
13F CIK 1633445 · Registered investment adviser · Jun 30, 2026
carried, not yet filed for the newest quarter
24,205
33
MILLENNIUM MANAGEMENT LLC
13F CIK 1273087 · Registered investment adviser · Jun 30, 2026
carried, not yet filed for the newest quarter
23,755
34
Savant Capital, LLC
13F CIK 1482880 · Registered investment adviser · Jun 30, 2026
carried, not yet filed for the newest quarter
18,640
35
Tyche Wealth Partners LLC
13F CIK 2004818 · Unknown · Jun 30, 2026
carried, not yet filed for the newest quarter
17,500
36
BROWN ADVISORY INC
13F CIK 1345929 · Unknown · Jun 30, 2026
carried, not yet filed for the newest quarter
16,339
37
Centiva Capital, LP
13F CIK 1692507 · Registered investment adviser · Jun 30, 2026
carried, not yet filed for the newest quarter
15,684
38
Icon Wealth Advisors, LLC
13F CIK 1963212 · Registered investment adviser · Jun 30, 2026
carried, not yet filed for the newest quarter
14,255
39
Mesirow Financial Investment Management, Inc.
13F CIK 1469475 · Registered investment adviser · Jun 30, 2026
carried, not yet filed for the newest quarter
12,433
40
FreeGulliver LLC
13F CIK 2032561 · Registered investment adviser · Jun 30, 2026
carried, not yet filed for the newest quarter
12,241
41
COMPASS FINANCIAL MANAGEMENT LLC
13F CIK 2148724 · Registered investment adviser · Jun 30, 2026
carried, not yet filed for the newest quarter
10,677
42
Bernardo Wealth Planning LLC
13F CIK 1765595 · Registered investment adviser · Jun 30, 2026
carried, not yet filed for the newest quarter
10,278
43
Triumph Capital Management
13F CIK 1730765 · Registered investment adviser · Sep 30, 2026
7,225
44
Mahajan Umesh
Insider CIK 1968790 · Aug 17, 2026
Secretary; Co-CIO, issuer-wide
6,997
45
Sack Peter
Insider CIK 1897415 · Sep 19, 2025
Director, Co-Chief Executive Officer, issuer-wide
5,918
46
Colonna Bernardino
Insider CIK 1968789 · Aug 31, 2026
President, issuer-wide
5,030
47
MORGAN STANLEY
13F CIK 895421 · Holding company · Jun 30, 2026
carried, not yet filed for the newest quarter
4,928
48
CITIGROUP INC
13F CIK 831001 · Bank · Jun 30, 2026
carried, not yet filed for the newest quarter
3,373
49
Rockefeller Capital Management L.P.
13F CIK 1739439 · Registered investment adviser · Jun 30, 2026
carried, not yet filed for the newest quarter
3,000
50
BROWN BROTHERS HARRIMAN & CO
13F CIK 14661 · Investment adviser · Jun 30, 2026
carried, not yet filed for the newest quarter
750

Shares are restated onto today's split basis. Change compares each row with the same holder's previous filing in the same source; a dash means there is none to compare. Nested 13D/G, insider and fund rows are not summed, since a 13F report already holds them.

Showing 1–50 of 56 holders

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Key facts CIK 1843162 CUSIP 828174102 13F (30d) 4 filings 4 filers Visit website Investor relations