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Chicago Atlantic BDC
LIEN
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Overview
Overview
Options
Options
News
News
Posts
Posts
Financials
Financials
Forecast
Forecast
Valuation
Valuation
Shareholders
Shareholders
Profile
Profile
All Shareholders
Institutional Holders
Insiders
All Shareholders
Shareholder Type
Public and others
70.43%
Institutions
29.10%
Individuals & Insiders
0.47%
Major Shareholders
Latest
Major Shareholders Latest
Shareholder
% Held
Shares Held
Change %
Shares Changed
Report Date
Chicago Atlantic BDC Advisers, LLC
12.65%
2.89M
0.00%
+0
05/19/2025
Intrepid Capital Management, Inc. (Florida)
3.31%
756.19K
0.01%
-3.12K
03/31/2026
Sowell Financial Services, LLC
2.24%
511.39K
0.08%
+17.95K
06/30/2026
Corient Private Wealth LP
1.67%
380.75K
<0.01%
-2.12K
03/31/2026
JPMorgan Chase & Co.
1.04%
237.63K
--
+237.63K
03/31/2026
Sage Mountain Advisors, LLC
0.94%
215.58K
0.23%
-52.51K
03/31/2026
Mirae Asset Global Investments Co., Ltd.
0.80%
182.13K
0.00%
+0
06/30/2026
HighTower Advisors, LLC
0.76%
173.62K
0.67%
+152.22K
03/31/2026
Condor Capital Management
0.71%
161.46K
0.02%
-4.82K
03/31/2026
LVM Capital Management, Ltd.
0.71%
161.33K
0.00%
+0
06/30/2026
La Caisse de dépôt et placement du Québec
0.70%
159.62K
0.14%
+32.50K
03/31/2026
Black Maple Capital Management LP
0.57%
130.92K
0.02%
-5.00K
03/31/2026
BlackRock, Inc.
0.31%
71.40K
0.29%
-67.09K
03/31/2026
Citadel Advisors LLC
0.26%
60.46K
0.12%
+27.68K
03/31/2026
Apollon Wealth Management, LLC
0.21%
48.81K
0.03%
-7.00K
06/30/2026
Venturi Wealth Management, LLC
0.18%
40.17K
0.00%
+0
06/30/2026
Firethorn Wealth Partners, LLC
0.17%
38.65K
0.01%
+2.98K
06/30/2026
Gladstone Institutional Advisory LLC
0.17%
38.60K
0.00%
+0
03/31/2026
Scott Gordon
Co-Chief Investment Officer & Executive Chairman
0.15%
35.02K
0.00%
+0
04/25/2025
Tidal Investments LLC
0.15%
34.78K
0.02%
-4.22K
03/31/2026
