NEW YORK, NY
CHICAGO ATLANTIC BDC, INC.LIEN— Latest position per institution from SEC 13F filings
15
Institutional holders
3.62M
Total shares held
33.78M
Estimated value
180.89K
Avg. position size
INTREPID CAPITAL MANAGEMENT INC
CIK 1092838
Shares
756.18K
Value
7.39M
Filed
Jun 30, 2026
SOWELL FINANCIAL SERVICES LLC
CIK 1633697
Shares
531.36K
Value
5.07M
Filed
Sep 30, 2026
JPMORGAN CHASE & CO
CIK 19617
Shares
237.63K
Value
2.21M
Filed
Mar 31, 2026
MIRAE ASSET GLOBAL ETFS HOLDINGS LTD.
CIK 1705339
Shares
189.60K
Value
1.85M
Filed
Jun 30, 2026
CORIENT PRIVATE WEALTH LP
CIK 1948780
Shares
188.86K
Value
1.85M
Filed
Jun 30, 2026
CDC FINANCIAL, INC.
CIK 2077836
Shares
177.39K
Value
1.73M
Filed
Jun 30, 2026
CONDOR CAPITAL MANAGEMENT
CIK 1082491
Shares
163.67K
Value
1.60M
Filed
Jun 30, 2026
LVM CAPITAL MANAGEMENT LTD/MI
CIK 1053054
Shares
161.33K
Value
1.58K
Filed
Jun 30, 2026
HIGHTOWER ADVISORS, LLC
CIK 1462245
Shares
155.92K
Value
1.52M
Filed
Jun 30, 2026
PARTNERS CAPITAL INVESTMENT GROUP, LLP
CIK 1694870
Shares
145.34K
Value
1.42M
Filed
Jun 30, 2026
BLACK MAPLE CAPITAL MANAGEMENT LP
CIK 1588959
Shares
130.92K
Value
1.28M
Filed
Jun 30, 2026
JACOBS ASSET MANAGEMENT, LLC
CIK 1351063
Shares
115.80K
Value
1.23M
Filed
Sep 30, 2024
DEUTSCHE BANK AG\
CIK 948046
Shares
111.23K
Value
1.17M
Filed
Sep 30, 2025
RAYMOND JAMES FINANCIAL INC
CIK 720005
Shares
96.13K
Value
939.20K
Filed
Jun 30, 2026
CITADEL ADVISORS LLC
CIK 1423053
Shares
88.15K
Value
861.22K
Filed
Jun 30, 2026
INTEGRATED ADVISORS NETWORK LLC
CIK 1660177
Shares
83.88K
Value
880.75K
Filed
Sep 30, 2025
NORTHEAST FINANCIAL CONSULTANTS INC
CIK 1599863
Shares
82.19K
Value
850.69K
Filed
Jun 30, 2025
BLACKROCK, INC.
CIK 2012383
Shares
74.48K
Value
727.67K
Filed
Jun 30, 2026
TRANSCE3ND, LLC
CIK 2023570
Shares
69.08K
Value
628.58K
Filed
Sep 30, 2026
CLAYTON PARTNERS LLC
CIK 1550509
Shares
58.67K
Value
573.17K
Filed
Jun 30, 2026
| # | Institution | CIK | Shares | Est. Value | Period |
|---|---|---|---|---|---|
| 1 | INTREPID CAPITAL MANAGEMENT INC | 1092838 | 756.18K | 7.39M | Jun 30, 2026 |
| 2 | SOWELL FINANCIAL SERVICES LLC | 1633697 | 531.36K | 5.07M | Sep 30, 2026 |
| 3 | JPMORGAN CHASE & CO | 19617 | 237.63K | 2.21M | Mar 31, 2026 |
| 4 | MIRAE ASSET GLOBAL ETFS HOLDINGS LTD. | 1705339 | 189.60K | 1.85M | Jun 30, 2026 |
| 5 | CORIENT PRIVATE WEALTH LP | 1948780 | 188.86K | 1.85M | Jun 30, 2026 |
| 6 | CDC FINANCIAL, INC. | 2077836 | 177.39K | 1.73M | Jun 30, 2026 |
| 7 | CONDOR CAPITAL MANAGEMENT | 1082491 | 163.67K | 1.60M | Jun 30, 2026 |
| 8 | LVM CAPITAL MANAGEMENT LTD/MI | 1053054 | 161.33K | 1.58K | Jun 30, 2026 |
| 9 | HIGHTOWER ADVISORS, LLC | 1462245 | 155.92K | 1.52M | Jun 30, 2026 |
| 10 | PARTNERS CAPITAL INVESTMENT GROUP, LLP | 1694870 | 145.34K | 1.42M | Jun 30, 2026 |
| 11 | BLACK MAPLE CAPITAL MANAGEMENT LP | 1588959 | 130.92K | 1.28M | Jun 30, 2026 |
| 12 | JACOBS ASSET MANAGEMENT, LLC | 1351063 | 115.80K | 1.23M | Sep 30, 2024 |
| 13 | DEUTSCHE BANK AG\ | 948046 | 111.23K | 1.17M | Sep 30, 2025 |
| 14 | RAYMOND JAMES FINANCIAL INC | 720005 | 96.13K | 939.20K | Jun 30, 2026 |
| 15 | CITADEL ADVISORS LLC | 1423053 | 88.15K | 861.22K | Jun 30, 2026 |
| 16 | INTEGRATED ADVISORS NETWORK LLC | 1660177 | 83.88K | 880.75K | Sep 30, 2025 |
| 17 | NORTHEAST FINANCIAL CONSULTANTS INC | 1599863 | 82.19K | 850.69K | Jun 30, 2025 |
| 18 | BLACKROCK, INC. | 2012383 | 74.48K | 727.67K | Jun 30, 2026 |
| 19 | TRANSCE3ND, LLC | 2023570 | 69.08K | 628.58K | Sep 30, 2026 |
| 20 | CLAYTON PARTNERS LLC | 1550509 | 58.67K | 573.17K | Jun 30, 2026 |
Data sourced from SEC Form 13F institutional holdings reports. Positions reflect the most recent filing per institution.