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Chicago Atlantic BDC, Inc. (LIEN) institutional ownership

Market cap$232M SectorFinancial Services
Funds holding · Q1 2026
36
reported LIEN position changes
Top owners · Q1 2026
No disclosed owners are available.
Institutional activity · Q1 2026
Activity unavailable N/A
17 buyers · 19 sellers

Chicago Atlantic BDC, Inc. (LIEN) price and institutional activity

Dates

Q1 2026

$0 bought by 17 investors
JPMorgan Chase & CoHightower Advisors, LLC +15 more
$0 sold by 19 investors
BlackRockSage Mountain Advisors LLC +17 more
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Bought Sold Totals per quarter; hover a bar for the names.

Chicago Atlantic BDC, Inc. (LIEN) institutional activity · 36

Investor Type Est. change Change Δ Own Date
JPMorgan Chase & Co · New
Change +238K Date Q1 2026
JPMorgan Chase & Co New· Q1 2026 +238K Q1 2026
Hightower Advisors, LLC · Added
Change +152K Date Q1 2026
Hightower Advisors, LLC Added· Q1 2026 +152K Q1 2026
BlackRock · Reduced
Change −67K Date Q1 2026
BlackRock Reduced· Q1 2026 −67K Q1 2026
Sage Mountain Advisors LLC · Reduced
Change −53K Date Q1 2026
Sage Mountain Advisors LLC Reduced· Q1 2026 −53K Q1 2026
Venturi Wealth Management, LLC · New
Change +40K Date Q1 2026
Venturi Wealth Management, LLC New· Q1 2026 +40K Q1 2026
Brown Advisory Inc · Reduced
Change −35K Date Q1 2026
Brown Advisory Inc Reduced· Q1 2026 −35K Q1 2026
Cdc Financial, Inc. · Added
Change +32K Date Q1 2026
Cdc Financial, Inc. Added· Q1 2026 +32K Q1 2026
Citadel Advisors LLC Added· Q1 2026 +28K +84.4% Q1 2026
Wick Capital Partners, LLC · Reduced
Change −26K Date Q1 2026
Wick Capital Partners, LLC Reduced· Q1 2026 −26K Q1 2026
Millennium Management LLC · Reduced
Change −26K Date Q1 2026
Millennium Management LLC Reduced· Q1 2026 −26K Q1 2026
Jane Street Group, LLC · New
Change +24K Date Q1 2026
Jane Street Group, LLC New· Q1 2026 +24K Q1 2026
Mariner, LLC · New
Change +23K Date Q1 2026
Mariner, LLC New· Q1 2026 +23K Q1 2026
Apollon Wealth Management, LLC · Reduced
Change −22K Date Q1 2026
Apollon Wealth Management, LLC Reduced· Q1 2026 −22K Q1 2026
Trexquant Investment LP · New
Change +20K Date Q1 2026
Trexquant Investment LP New· Q1 2026 +20K Q1 2026
Shade Tree Advisors LLC · Exited
Change −17K Δ Own −100.0% Date Q1 2026
Shade Tree Advisors LLC Exited· Q1 2026 −17K −100.0% Q1 2026
Data through Q1 2026 · filed May 15, 2026
15 of 36

Famous investor activity in Chicago Atlantic BDC, Inc. (LIEN)

Chicago Atlantic BDC, Inc. (LIEN) insider trading

Company insiders, action and economics first; trade and filed dates last.
Dates
Insider Title Type Price Qty Value Owned ΔOwn Trade date Filed date
Sack Peter · Director Buy +$5K
Price $11.23 Qty +450 Owned 6K Trade date Sep 19, 2025 Filed date Sep 22, 2025
Sack Peter Director Buy $11.23 +450 +$5K 6K Sep 19, 2025 Sep 22, 2025
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Chicago Atlantic BDC, Inc. (LIEN) activist and large shareholders

What are Schedules 13D and 13G?

Dates
Owner/Filer identity Shares reported % of shares outstanding Filing date
Chicago Atlantic Bdc Advisers, LLC 3.8M
% of shares outstanding 16.7% Filing date Feb 14, 2025
Chicago Atlantic Bdc Advisers, LLC 3.8M 16.7% Feb 14, 2025
1 of 1

Chicago Atlantic BDC, Inc. (LIEN) ownership FAQ

Who owns LIEN?

36 reporting institutions disclosed LIEN position changes in the Q1 2026 snapshot.

How is institutional activity calculated?

For each manager, WhoBought compares accepted consecutive 13F share counts. Share change is current shares minus prior shares. Estimated dollar change is that signed share change multiplied by the split-adjusted quarter-mean close. The activity table on this page uses Q1 2026.

What are activist and large shareholder filings?

An investor crossing 5% of a share class generally files Schedule 13D for activist intent or Schedule 13G for a passive position. The technical form names appear here rather than in the activity rows.

Where does this data come from?

Ownership and institutional activity come from SEC Form 13F filings. Insider activity comes from SEC Form 4, and large-shareholder activity from SEC Schedules 13D and 13G. FMP supplies price data only. Company logos use the local verified Parqet cache with one shared fallback.

Why are ownership reports delayed?

Form 13F is a quarterly disclosure and is normally filed after the quarter ends. Every ownership and activity value therefore names its represented period; it is not presented as a live position.

How are missing table values shown?

A muted dash marks a missing table value. It means the filing omitted the value, comparable data is unavailable, or no prior position exists for comparison.