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Chicago Atlantic BDC Inc (LIEN)

CUSIP: 828174102 | NYSE | Financial Services · Asset Management | Micro Cap | 75 institutional holders

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
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Institutional Holders — Q3 2026

Sowell Financial Services LLC531,358
0.2% of portfolio›$5.1M
Transce3nd, LLC69,075
0.6% of portfolio›$628.6K
Apollon Wealth Management, LLC39,355
0.0% of portfolio›$375.4K
Firethorn Wealth Partners, LLC38,007
0.1% of portfolio›$362.6K
Closed-End Fund Advisors, Inc.31,463
0.3% of portfolio›$300.2K
Sage Mountain Advisors LLC30,797
0.0% of portfolio›$293.8K
Entrewealth, LLC28,426
0.1% of portfolio›$271.2K
Twelve Points Wealth Management LLC26,233
0.0% of portfolio›$239.2K
Bernardo Wealth Planning LLC20,556
0.0% of portfolio›$196.1K
Compass Financial Management LLC10,677
0.0% of portfolio›$101.9K
Triumph Capital Management7,225
0.0% of portfolio›$68.9K
Citigroup Inc3,216
0.0% of portfolio›$30.7K
Spire Wealth Management200
0.0% of portfolio›$1.9K
Caitong International Asset Management Co., Ltd1
0.0% of portfolio›$10
StyleTurnoverLocationFiled
Sowell Financial Services LLC
531,358$5.1M0.2%CoreLowNorth Little Rock, AR2026-10-23
Transce3nd, LLC
69,075$628.6K0.6%GrowthLowBuda, TX2026-10-26
Apollon Wealth Management, LLC
39,355$375.4K0.0%GrowthLowMount Pleasant, SC2026-10-23
Firethorn Wealth Partners, LLC
38,007$362.6K0.1%ETFLowAugusta, GA2026-10-14
Closed-End Fund Advisors, Inc.
31,463$300.2K0.3%YieldMediumRichmond, VA2026-11-04
Sage Mountain Advisors LLC
30,797$293.8K0.0%ETFLowAtlanta, GA2026-11-02
Entrewealth, LLC
28,426$271.2K0.1%ETFLowAustin, TX2026-10-14
Twelve Points Wealth Management LLC
26,233$239.2K0.0%ETFMediumConcord, MA2026-11-03
Bernardo Wealth Planning LLC
20,556$196.1K0.0%ETFVery LowHarleysville, PA2026-10-23
Compass Financial Management LLC
10,677$101.9K0.0%CoreN/ATampa, FL2026-10-30
Triumph Capital Management
7,225$68.9K0.0%ETFMediumDenver, CO2026-10-14
Citigroup Inc
3,216$30.7K0.0%CoreMediumNew York, NY2026-11-04
Spire Wealth Management
200$1.9K0.0%GrowthMediumMclean, VA2026-10-30
Caitong International Asset Management Co., Ltd
1$100.0%GrowthVery HighHong Kong, South Korea2026-10-29