LIEN Institutional Ownership
Who owns Chicago Atlantic BDC, Inc. and what the big funds did with it last quarter, from every SEC 13F filing. 48 funds reported holding LIEN at Jun 30, 2026, together owning 15.7% of the company.
- ▲28 buying vs 14 selling
- ▼Held by funds -0.7 pts
- ▲Funds holding +6
- ▲Superinvestors: 2 added, 0 cut
- ●Put/call not meaningful
What the filings show, not a forecast. Positions can be up to 45 days old and leave out short sales.
Funds holding and ownership
8 quartersQuarter over quarter
all 13F filers| Q2 2026 | This quarter | Q1 2026 | Change |
|---|---|---|---|
| Funds holding | 48 | 42 | +14.3% |
| In funds' top 10 | 1 | 1 | 0.0% |
| 13F shares | 3.6M | 3.7M | −4.4% |
| Held by funds | 15.7% | 16.4% | −0.7 pts |
| New positions | 13 | 8 | +62.5% |
| Increased | 15 | 9 | +66.7% |
| Reduced | 6 | 14 | −57.1% |
| Sold out | 8 | 5 | +60.0% |
| Calls (shares) | 0 | 0 | – |
| Puts (shares) | 0 | 0 | – |
| Put/call ratio | – | – | – |
Buyers vs sellers
adding or new vs cutting or sold outSuperinvestors in LIEN
All superinvestors →
Who owns LIEN
share of fund held shares- Index and passive funds2.1%
- Active managers and hedge funds95.0%
- Banks and brokers2.9%
- Pensions, insurers and other0.0%
The top 10 holders own 72.1% of all LIEN shares that funds reported. Groups are our own grouping of filers by name.
Filed so far for Q3 2026
10 funds changed their position- Lvm Capital Management Ltd/miSold out−161K sh
- Transce3nd, LLCNew+69K sh
- Cambridge Investment Research Advisors, Inc.Sold out−60K sh
- Sowell Financial Services LLCAdded+20K sh
- Entrewealth, LLCAdded+16K sh
🔒 Free account: see all 10.
Top holders
Q2 2026| # | Fund | Of company | Shares | Value | Change |
|---|---|---|---|---|---|
| 1 | Intrepid Capital Management Inc | 3.31% | 756K | $7.4M | 0 |
| 2 | Sowell Financial Services LLC | 2.24% | 511K | $5M | +18K |
| 3 | MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | 0.83% | 190K | $1.9M | +7,466 |
| 4 | Corient Private Wealth LP | 0.83% | 189K | $1.8M | −192K |
| 5 | CDC Financial, Inc. | 0.78% | 177K | $1.7M | +18K |
| 6 | Condor Capital Management | 0.72% | 164K | $1.6M | +2,214 |
| 7 | Lvm Capital Management Ltd/mi | 0.71% | 161K | $1.6M | 0 |
| 8 | HighTower Advisors, LLC | 0.68% | 156K | $1.5M | −18K |
| 9 | Partners Capital Investment Group, LLP | 0.64% | 145K | $1.4M | +145K |
| 10 | Black Maple Capital Management LP | 0.57% | 131K | $1.3M | 0 |
- Partners Capital Investment Group, LLP+145K sh+$1.4M
- Raymond James Financial Inc+96K sh+$939K
- Cambridge Investment Research Advisors, Inc.+60K sh+$584K
- Clayton Partners LLC+59K sh+$573K
- Citadel Advisors LLC+28K sh+$271K
- O'Shaughnessy Asset Management, LLC+25K sh+$241K
- Ritholtz Wealth Management+20K sh+$192K
- Savant Capital, LLC+19K sh+$182K
- Jpmorgan Chase & Co−238K sh−$2.2M
- Corient Private Wealth LP−192K sh−$1.9M
- Sage Mountain Advisors LLC−185K sh−$1.8M
- Jane Street Group, LLC−24K sh−$222K
- Mariner, LLC−23K sh−$212K
- HighTower Advisors, LLC−18K sh−$173K
- Sage Rhino Capital LLC−11K sh−$102K
- Westwood Holdings Group Inc−11K sh−$100K
LIEN institutional ownership FAQ
Who owns the most LIEN stock?
In Q2 2026 13F filings the largest holder of LIEN was Intrepid Capital Management Inc, followed by Sowell Financial Services LLC and MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.. Index fund managers are usually the biggest holders of large companies.
What percentage of LIEN is owned by institutions?
Funds that file 13F reports held 15.7% of LIEN's shares at Jun 30, 2026, compared with 16.4% a quarter earlier. That counts every manager with more than $100 million in US stocks.
Are hedge funds buying LIEN?
In Q2 2026, 28 funds bought LIEN (13 of them new positions) and 14 sold (8 sold out completely). Among well known investors, 2 added and 0 cut. Our fund sentiment for LIEN is bullish.
What is LIEN's institutional put/call ratio?
Too few option positions were reported for a meaningful ratio.
How current is this LIEN ownership data?
13F filings show holdings at the end of each quarter and are due within 45 days, so positions can be up to six weeks old when they appear. We add each new filing within minutes, and the "filed so far" list shows funds that have already reported the next quarter.
For informational and educational purposes only. Not investment advice, and not a recommendation to buy or sell any security. Fund sentiment summarises what 13F filings show and is not a forecast. Holdings come from SEC Form 13F filings as reported and show positions at the end of the quarter, up to 45 days before the filing. A 13F leaves out short positions, cash, bonds and most foreign holdings. See all hedge fund holdings.