13F Insight
DOSSIER · 13F Holders · Q1 2026Cheap mega-capRe-rated
LIEN

CHICAGO ATLANTIC BDC INC

44 institutions still hold CHICAGO ATLANTIC BDC INC as of Q1 2026. Tracked across SEC 13F-HR filings, with insider and 13D/G activity surfaced alongside.

CUSIP 828174102·44 13F holders·last filed Mar 31, 2026
Market cap
—
▼ 6.0%
vs prior quarter
13F value held
$32M
73.0% inst. owned
of float
Holders
44
0 QoQ
filers reporting
Activity
+8 / −95
+901 added · −857 reduced
this quarter
Concentration
22.21%
INTREPID CAPITAL MANAGEMENT INC #1
top holder share
AI Holders Summary · Q1 2026

44 institutions reported LIEN in Q1 2026. INTREPID CAPITAL MANAGEMENT INC leads at 22.2% of the visible book. +0 net new institutions vs prior quarter — accumulation reading.

Top holders

Sorted by position value. Source: SEC EDGAR 13F-HR filings.

#HolderValueShares% port.Quarter
01
INTREPID CAPITAL MANAGEMENT INC
CIK 0001092838
$7M756K2.71%Q1 202602
Sowell Financial Services LLC
CIK 0001633697
$5M493K0.17%Q1 202603
Corient Private Wealth LLC
CIK 0001948780
$4M381K0.01%Q1 202604
JPMORGAN CHASE & CO
CIK 0000019617
$2M238K0.00%Q1 202605
Sage Mountain Advisors LLC
CIK 0001832274
$2M216K0.14%Q1 202606
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.
CIK 0001705339
$2M182K0.00%Q1 202607
HighTower Advisors, LLC
CIK 0001462245
$2M174K0.00%Q1 202608
CONDOR CAPITAL MANAGEMENT
CIK 0001082491
$2M161K0.13%Q1 202609
CDC Financial, Inc.
CIK 0002077836
$1M160K0.95%Q1 202610
Black Maple Capital Management LP
CIK 0001588959
$1M136K0.98%Q4 202511
Northeast Financial Consultants Inc
CIK 0001599863
$850,68882K0.03%Q2 202512
BlackRock, Inc.
CIK 0002012383
$666,82971K0.00%Q1 202613
BROWN ADVISORY INC
CIK 0001345929
$532,45052K0.00%Q4 202514
Apollon Wealth Management, LLC
CIK 0001764387
$521,25656K0.01%Q1 202615
Venturi Wealth Management, LLC
CIK 0001666363
$375,19840K0.02%Q1 202616
Gladstone Institutional Advisory LLC
CIK 0001766530
$360,52439K0.01%Q1 202617
CITADEL ADVISORS LLC
CIK 0001423053
$338,65933K0.00%Q4 202518
FIRETHORN WEALTH PARTNERS, LLC
CIK 0001845743
$333,19736K0.12%Q1 202619
Tidal Investments LLC
CIK 0001600064
$324,81735K0.00%Q1 202620
RITHOLTZ WEALTH MANAGEMENT
CIK 0001698218
$324,07035K0.01%Q1 2026
Page 1 of 3
24 more holders available. Log in →