Chicago Atlantic BDC, Inc. (LIEN) Ownership
LIEN ownership summary
as of October 18, 2026- Institutions
- 30.7% of shares outstanding
- Insiders
- 1.00% of shares outstanding
- Shares outstanding
- 22.8M
- Float
- 0 shares available to trade
- Short interest
- 0.84% 116K shares short
- Days to cover
- 2.13 short interest down 19.0% vs prior month
- Institutions 30.74%
- Insiders 1.00%
- Other investors 68.26%
LIEN top institutional holders
20 largest| # | Holder | % of shares | Shares | Value | Change | Reported |
|---|---|---|---|---|---|---|
| 1 | Intrepid Capital Management Inc | 3.31% | 756K | $6.9M | −3,118 (−0.4%) | March 31, 2026 |
| 2 | Sowell Financial Services, LLC | 2.24% | 511K | $4.7M | +17,950 (+3.6%) | June 30, 2026 |
| 3 | MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | 0.83% | 190K | $1.7M | +7,466 (+4.1%) | June 30, 2026 |
| 4 | CI Private Wealth LLC | 0.83% | 189K | $1.7M | −191,885 (−50.4%) | June 30, 2026 |
| 5 | CDC Financial, Inc. | 0.78% | 177K | $1.6M | +17,773 (+11.1%) | June 30, 2026 |
| 6 | Condor Capital Management | 0.72% | 164K | $1.5M | +2,214 (+1.4%) | June 30, 2026 |
| 7 | LVM Capital Management Ltd. | 0.71% | 161K | $1.5M | — | June 30, 2026 |
| 8 | HighTower Advisors, LLC | 0.68% | 156K | $1.4M | −17,700 (−10.2%) | June 30, 2026 |
| 9 | PARTNERS CAPITAL INVESTMENT GROUP, LLP | 0.64% | 145K | $1.3M | +145,336 (0.0%) | June 30, 2026 |
| 10 | Black Maple Capital Management LP | 0.57% | 131K | $1.2M | — | June 30, 2026 |
| 11 | Citadel Advisors Llc | 0.39% | 88K | $805,682 | +27,687 (+45.8%) | June 30, 2026 |
| 12 | BlackRock Inc | 0.33% | 74K | $680,747 | +3,085 (+4.3%) | June 30, 2026 |
| 13 | CAMBRIDGE Invest RESEARCH ADVISORS, INC. | 0.26% | 60K | $546,115 | +59,750 (0.0%) | June 30, 2026 |
| 14 | Clayton Partners, LLC | 0.26% | 59K | $536,207 | +58,666 (0.0%) | June 30, 2026 |
| 15 | Comprehensive Portfolio Management, LLC | 0.24% | 54K | $496,732 | +19,650 (+56.6%) | June 30, 2026 |
| 16 | Apollon Wealth Management, LLC | 0.21% | 49K | $446,114 | −7,000 (−12.5%) | June 30, 2026 |
| 17 | Venturi Wealth Management, LLC | 0.18% | 40K | $367,163 | — | June 30, 2026 |
| 18 | FIRETHORN WEALTH PARTNERS, LLC | 0.17% | 39K | $353,298 | +2,980 (+8.4%) | June 30, 2026 |
| 19 | Gladstone Institutional Advisory LLC | 0.17% | 39K | $352,804 | — | June 30, 2026 |
| 20 | Sage Mountain Advisors LLC | 0.14% | 31K | $281,485 | −184,779 (−85.7%) | June 30, 2026 |
Value at the latest close. Change = shares bought or sold in the latest quarterly filing (13F). In the top 20, 11 holders added 363K shares and 5 cut 404K.
LIEN top mutual fund and ETF holders
7 largest| # | Holder | % of shares | Shares | Value | Change | Reported |
|---|---|---|---|---|---|---|
| 1 | Intrepid Income Institutional | 3.15% | 718K | $6.6M | — | June 30, 2026 |
| 2 | Global X Marijuana Life Sciences ETF | 0.82% | 187K | $1.7M | −2,400 (−1.3%) | August 31, 2026 |
| 3 | iShares Listed Private Eq ETF USD Dist | 0.32% | 72K | $659,067 | — | September 30, 2026 |
| 4 | Intrepid Capital Investor | 0.17% | 38K | $349,130 | — | June 30, 2026 |
| 5 | Amplify Seymour Cannabis ETF | 0.13% | 29K | $264,731 | — | September 30, 2026 |
| 6 | Virtus Private Credit ETF | 0.12% | 28K | $257,456 | — | September 30, 2026 |
| 7 | Counsel Global Listed Private Eq Pl A | 0.03% | 6,252 | $57,143 | +289 (+4.8%) | July 31, 2026 |
Funds report holdings monthly or quarterly; dates differ by fund.
LIEN insider transactions
latest 5| Date | Name | Transaction | Price | Shares | Value |
|---|---|---|---|---|---|
| 2025-09-19 | Peter Sack | Buy | $11.23 | 450 | $5,054 |
| 2025-07-17 | Peter Sack | Buy | $10.47 | 1,000 | $10,470 |
| 2025-06-06 | Umesh Mahajan | Buy | $10.30 | 1,000 | $10,300 |
| 2025-06-05 | Umesh Mahajan | Buy | $10.23 | 1,112 | $11,376 |
| 2025-05-19 | Peter Sack | Buy | $10.42 | 500 | $5,210 |
Reported trades by company officers, directors and other filers (including disclosures by members of Congress where EODHD lists them). "—" where the filing gives no share count.
LIEN shares outstanding
Year-end shares outstanding, adjusted for splits.
Who owns LIEN
Institutional investors own 30.7% of Chicago Atlantic BDC's shares and insiders 1.00%. The largest holder is Intrepid Capital Management Inc with 3.31% of the shares (756K), as of March 31, 2026. Among the top 20 institutions, 11 added shares and 5 reduced their stake in the latest filings. Short interest is 0.84% of the float, or 2.13 days of average trading volume. The share count rose 280.3% since 2022.
Related: LIEN analyst forecast, LIEN key metrics, LIEN dividend history. See the LIEN stock overview for the latest quote and news.
LIEN ownership FAQ
Who owns the most Chicago Atlantic BDC stock?
The largest shareholders of Chicago Atlantic BDC are Intrepid Capital Management Inc (3.31%), Sowell Financial Services, LLC (2.24%), MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. (0.83%), CI Private Wealth LLC (0.83%), CDC Financial, Inc. (0.78%).
What percentage of Chicago Atlantic BDC is owned by institutions?
Institutions hold 30.7% of Chicago Atlantic BDC's shares outstanding; insiders hold 1.00%.
Which funds own Chicago Atlantic BDC?
The largest fund holders of Chicago Atlantic BDC are Intrepid Income Institutional (3.15%), Global X Marijuana Life Sciences ETF (0.82%), iShares Listed Private Eq ETF USD Dist (0.32%), Intrepid Capital Investor (0.17%), Amplify Seymour Cannabis ETF (0.13%).
What is Chicago Atlantic BDC's short interest?
116K shares of Chicago Atlantic BDC were sold short, 0.84% of the float; at the average daily volume it would take 2.13 days to cover.
Are insiders buying or selling Chicago Atlantic BDC?
Of the latest 5 reported insider transactions in Chicago Atlantic BDC (since May 19, 2025), 5 were purchases and 0 were sales.
How many shares of Chicago Atlantic BDC are outstanding?
Chicago Atlantic BDC has 22.8M shares outstanding, of which an unreported number are in the public float.