Who Owns LIEN?

Chicago Atlantic BDC, Inc. — Institutional Ownership & 13F Holdings

$9.40

+0.12 (+1.29%)

Market Cap

$227.2M

Shares Outstanding

22,820,590

Institutional Holders

4

Total Inst. Value

$9.2M

% of Float Held

QoQ Holder Change

Institutional data as of Q1 2025

New Positions

1

Closed Positions

2

Increased

0

Decreased

2

Institutional Ownership Trend

Top 10 Institutional Holders(Q1 2025)

#FundValueShares
1INTREPID CAPITAL MANAGEMENT INC$8.5M756,185
2Tidal Investments LLCNew$488K43,225
3O'SHAUGHNESSY ASSET MANAGEMENT, LLC$131K11,570
4MORGAN STANLEY$01

Biggest Buyers & Sellers This Quarter

Top Buyers

FundShares AddedValue
Tidal Investments LLCNew+43K$488K

Top Sellers

FundShares RemovedValue
O'SHAUGHNESSY ASSET MANAGEMENT, LLC-2K$131K
MORGAN STANLEY-1$0

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Frequently Asked Questions

How many institutional investors hold LIEN?

As of Q1 2025, 4 institutional investors report holding LIEN (Chicago Atlantic BDC, Inc.) in their 13F filings.

Which hedge fund owns the most LIEN?

The largest institutional holder of LIEN is INTREPID CAPITAL MANAGEMENT INC with $8.5M in shares.

Are institutions buying or selling LIEN?

This quarter, 1 institutions opened new positions in LIEN and 2 closed their positions.

What is 13F institutional ownership?

SEC Form 13F is a quarterly report filed by institutional investment managers with over $100M in qualifying assets. It discloses their US equity holdings, providing transparency into what the largest investors are buying and selling.

How often is institutional ownership data updated?

13F filings are due 45 days after each calendar quarter end (May 15, Aug 14, Nov 14, Feb 14). Data is updated on HedgeTrace as new filings are processed.