Chicago Atlantic BDC, Inc.
Ownership
Ownership Structure
Who owns Chicago Atlantic BDC, Inc. (LIEN)? This page shows the largest institutions and funds, the ownership structure and the latest insider transactions.
Largest Shareholders
Institutions
| Name | Stake (%) | Shares | Change (%) | Date |
|---|---|---|---|---|
| Intrepid Capital Management Inc | 3.31 | 756,185 | -0.4 | 03/31/2026 |
| Sowell Financial Services, LLC | 2.24 | 511,387 | +3.6 | 06/30/2026 |
| JPMorgan Chase & Co | 1.04 | 237,631 | +0.0 | 03/31/2026 |
| CI Private Wealth LLC | 0.83 | 188,863 | -50.4 | 06/30/2026 |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | 0.80 | 182,130 | -4.5 | 03/31/2026 |
| CDC Financial, Inc. | 0.78 | 177,391 | +11.1 | 06/30/2026 |
| HighTower Advisors, LLC | 0.76 | 173,624 | +711.2 | 03/31/2026 |
| Condor Capital Management | 0.71 | 161,459 | -2.9 | 03/31/2026 |
Funds
| Name | Stake (%) | Shares | Change (%) | Date |
|---|---|---|---|---|
| Intrepid Income Institutional | 3.15 | 717,987 | +0.0 | 06/30/2026 |
| Global X Marijuana Life Sciences ETF | 0.82 | 187,384 | -1.3 | 08/31/2026 |
Largest reported positions according to regulatory filings; stake as a percentage of shares outstanding, change versus the previous filing. Source: fundamentals data.
Insider holdings
| Person | Role | Shares | Value | As of | Type |
|---|---|---|---|---|---|
| Gordon Scott | Co-Chief Investment Officer | 96,190 | 923,424 $ | Aug 31, 2026 | direct |
| Mazarakis John | 10% Owner | 60,000 | 576,000 $ | Aug 17, 2026 | direct |
| Mahajan Umesh | Secretary; Co-CIO | 6,997 | 67,171 $ | Aug 17, 2026 | direct |
| Colonna Bernardino | President | 5,030 | 48,288 $ | Aug 31, 2026 | direct |
| Fazio Gianni James Lezziere | Chief Accounting Officer | 200 | 1,920 $ | Aug 17, 2026 | direct |
Holdings as of each person's most recent SEC Form 4 filing — excluding options and RSUs, which are not shares yet. Holdings may have changed between two filings.
Insiders
Insider Transactions
| Date | Person | Role | Type | Shares | Price | Value |
|---|---|---|---|---|---|---|
| Aug 31, 2026 | Gordon Scott | Co-Chief Investment Officer | Buy | 134 | 10.22 | 1,369 |
| Aug 31, 2026 | Colonna Bernardino | President | Buy | 750 | 10.25 | 7,685 |
| Aug 28, 2026 | Colonna Bernardino | President | Buy | 250 | 10.18 | 2,545 |
| Aug 27, 2026 | Colonna Bernardino | President | Buy | 600 | 10.18 | 6,106 |
| Aug 27, 2026 | Gordon Scott | Co-Chief Investment Officer | Buy | 5,000 | 10.19 | 50,940 |
| Aug 26, 2026 | Colonna Bernardino | President | Buy | 600 | 10.16 | 6,094 |
| Aug 26, 2026 | Gordon Scott | Co-Chief Investment Officer | Buy | 2,483 | 10.15 | 25,202 |
| Aug 25, 2026 | Colonna Bernardino | President | Buy | 400 | 10.18 | 4,070 |
| Aug 25, 2026 | Gordon Scott | Co-Chief Investment Officer | Buy | 250 | 10.12 | 2,530 |
| Aug 24, 2026 | Gordon Scott | Co-Chief Investment Officer | Buy | 1,520 | 10.11 | 15,366 |
| Aug 21, 2026 | Gordon Scott | Co-Chief Investment Officer | Buy | 195 | 9.95 | 1,940 |
| Aug 20, 2026 | Gordon Scott | Co-Chief Investment Officer | Buy | 7,500 | 9.70 | 72,784 |
| Aug 19, 2026 | Gordon Scott | Co-Chief Investment Officer | Buy | 8,200 | 9.57 | 78,474 |
| Aug 18, 2026 | Gordon Scott | Co-Chief Investment Officer | Buy | 17,584 | 9.54 | 167,751 |
| Aug 17, 2026 | Mazarakis John | 10% Owner | Buy | 60,000 | 9.44 | 566,400 |
| Aug 17, 2026 | Gordon Scott | Co-Chief Investment Officer | Buy | 18,300 | 9.54 | 174,582 |
| Aug 17, 2026 | Fazio Gianni James Lezziere | Chief Accounting Officer | Buy | 200 | 9.55 | 1,910 |
| Aug 17, 2026 | Mahajan Umesh | Secretary; Co-CIO | Buy | 4,000 | 9.60 | 38,400 |
Reportable transactions by officers and major shareholders from SEC Form 4 filings. "Other" includes things like stock grants and option exercises without a buy/sell character. View all insider transactions →
Data as of: September 28, 2026 · Source: fundamental data & SEC filings (annual and quarterly reports, 10-K/10-Q)
Note: pure fact-based analysis, not investment advice and not a solicitation to buy or sell. All figures without guarantee.