LIEN

Chicago Atlantic BDC Inc$9.79 0.71%
UnclassifiedUSCUSIP 828174102· EOD Jun 5, 2026◍ Confluence graph
Tracked 13F Holders
25
+3 QoQ
13F Value (tracked)
$19.4M
Insider Net · 180d
$0
0↑ 0↓
Recent Filings
15
Smart-money sentimentMixed
BearishBullish
13F funds (latest Q)3 adding · 3 trimming
Insider net (180d)$0

Price & smart-money activity

$9.79 0.71%4Y -30.1%
$7.16$9.11$11.05$13.00$14.95202220232024202520262222668244444
Hover for who · click for detailEnd-of-day closing prices52w $9.01 – $11.22
Build

Use LIEN data in an agent

The public view is the crawlable proof. The same sourced dataset is available through REST and MCP for agents, research scripts, and back-office tools.

Build

Ask your agent who owns LIEN

This stock page is the Follow view. The Build view lets your agent query LIEN owners, fund changes, insider filings, and source links through REST or MCP.

Copy-paste
curl -H "Authorization: Bearer YOUR_API_KEY" \
  "https://arkolith.com/api/v1/stocks/LIEN"
Ask your agent
Use Arkolith to show who owns LIEN,
which funds added or reduced it, and which
SEC filings prove each claim.

Top institutional holders

25 tracked 13F filers
#FundPosition valueSharesLast moveAs ofHistory
1Sowell Financial Services LLC
$4.6M
493K
+3.2%
Added · +15K sh
Q1 2026
2Corient Private Wealth LLC
$3.6M
381K
−0.6%
Reduced · −2K sh
Q1 2026
3JPMORGAN CHASE & CO
$2.2M
238K
New
+238K sh
Q1 2026
4MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.
$1.7M
182K
−4.5%
Reduced · −9K sh
Q1 2026
5HighTower Advisors, LLC
$1.6M
174K
+711%
Added · +152K sh
Q1 2026
6Black Maple Capital Management LP
$1.2M
131K
−3.7%
Reduced · −5K sh
Q1 2026
7BlackRock, Inc.
$667K
71K
−48%
Reduced · −67K sh
Q1 2026
8CITADEL ADVISORS LLC
$565K
60K
+84%
Added · +28K sh
Q1 2026
9Apollon Wealth Management, LLC
$521K
56K
−28%
Reduced · −22K sh
Q1 2026
10Venturi Wealth Management, LLC
$375K
40K
New
+40K sh
Q1 2026
11Gladstone Institutional Advisory LLC
$361K
39K
Held
Q1 2026
12Tidal Investments LLC
$325K
35K
−11%
Reduced · −4K sh
Q1 2026
13RITHOLTZ WEALTH MANAGEMENT
$324K
35K
−0.1%
Reduced · −52 sh
Q1 2026
14JANE STREET GROUP, LLC
$222K
24K
New
+24K sh
Q1 2026
15Mariner, LLC
$212K
23K
New
+23K sh
Q1 2026
16MILLENNIUM MANAGEMENT LLC
$195K
21K
−55%
Reduced · −26K sh
Q1 2026
17Trexquant Investment LP
$188K
20K
New
+20K sh
Q1 2026
18BROWN ADVISORY INC
$153K
16K
−68%
Reduced · −35K sh
Q1 2026
19Mesirow Financial Investment Management, Inc.
$116K
12K
Held
Q1 2026
20WESTWOOD HOLDINGS GROUP INC
$100K
11K
Held
Q1 2026
21SteelPeak Wealth, LLC
$99K
10K
Held
Q1 2026
22Rockefeller Capital Management L.P.
$28K
3K
Held
Q1 2026
23UBS Group AG
$607
65
+103%
Added · +33 sh
Q1 2026
24NATIONAL BANK OF CANADA /FI/
$513
55
New
+55 sh
Q1 2026
25MORGAN STANLEY
$18
1
−50%
Reduced · −1 sh
Q1 2026

Holders and values reflect the 13F filers Arkolith currently tracks, not the entire institutional universe. Counts and totals are a floor, not the full institutional ownership.

Fund activity: latest quarter

Opened (NEW)
1
funds
Added
2
funds
Reduced
3
funds
Exited
0
funds

Insider activity (Form 4)

Full insider page →
Buys · 180d
$0
0 insiders
Sells · 180d
$0
0 insiders
Net
$0
0 P/S txns
Signal
Mixed
open-market
DateInsiderRoleActionSharesValue
Sep 19, 2025Sack PeterChief Executive Officer, DirectorBuy (P)450$5K
Jul 17, 2025Sack PeterChief Executive Officer, DirectorBuy (P)1K$10K
Jun 6, 2025Mahajan UmeshSecretary; Co-CIOBuy (P)1K$10K
Jun 5, 2025Mahajan UmeshSecretary; Co-CIOBuy (P)212$2K
Jun 5, 2025Mahajan UmeshSecretary; Co-CIOBuy (P)900$9K
May 29, 2025Colonna BernardinoPresidentBuy (P)1K$10K
May 28, 2025Sack PeterChief Executive OfficerBuy (P)500$5K
May 19, 2025Silver Spike Holdings GP, LLC10% OwnerOther (J)214K$0
May 19, 2025Gordon ScottCo-Chief Investment Officer, Director, 10% OwnerOther (J)714K$0
May 19, 2025Silver Spike Holdings GP, LLC10% OwnerOther (J)714K$0
May 19, 2025Sack PeterChief Executive OfficerBuy (P)500$5K
May 19, 2025Gordon ScottCo-Chief Investment Officer, Director, 10% OwnerOther (J)214K$0

Institutional ownership over time

26 funds+24 since Q2 2022
01326Q2 2022Q1 2023Q4 2023Q3 2024Q2 2025Q1 2026
funds holding aggregate valuelatest $20.9M

Funds that own LIEN also own

CompanyCo-held byCombined value
NVIDIA CORPNVDA11 funds$6.8B
APPLE INCAAPL11 funds$5.1B
MICROSOFT CORPMSFT11 funds$4.5B
AMAZON.COM INCAMZN11 funds$4.3B
ALPHABET INC-CL AGOOGL11 funds$3.5B
BROADCOM INCAVGO11 funds$2.8B
META PLATFORMS INC-CLASS AMETA11 funds$2.4B
TAIWAN SEMICONDUCTOR-SP ADRTSM11 funds$2.1B
MICRON TECHNOLOGY INCMU11 funds$2.1B
JPMORGAN CHASE & COJPM11 funds$2.0B
BERKSHIRE HATHAWAY INC-CL BBRK/B11 funds$1.7B
TESLA INCTSLA11 funds$1.5B

Ranked by how many of LIEN's institutional holders also hold each name, a cross-fund conviction signal. Via the MCP server (ticker.co_held).

Recent filings

15 shown

Browse more

13F holdings + Form 4 insider transactions + end-of-day price history + the live filing stream, joined for LIEN. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes. Every panel above is one call to the Arkolith API & MCP server.