Chicago Atlantic BDC, Inc. Common Stock — Institutional Ownership

Which tracked institutions hold LIEN, and how they changed the position last quarter. Latest holdings as of Jun 30, 2026. Source: SEC 13-F filings.

5
Funds holding
$1747999
Total value held
Buying
5 added/new · 0 reduced
# Institution Value Shares Δ Shares Change (QoQ)
1 Raymond James Financial Inc $939200 96131 +96131 NEW BUY
2 Blackrock, Inc. $727670 74480 +3085 +4.32%
3 Morgan Stanley $48155 4928 +4927 +492700.00%
4 Citigroup Inc $32954 3373 +3373 NEW BUY
5 Ubs Group Ag $20 2 +2 NEW BUY

Aggregated across tracked institutional filers. Reported quarterly on SEC Form 13-F and may lag. For research only — not investment advice.