Cambridge Investment Research Advisors
LIEN

Cambridge Investment Research Advisors’s Chicago Atlantic BDC LIEN Stock Holding History

Cambridge Investment Research Advisors’s Portfolio LIEN Stock Details LIEN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$292K Buy
+29,875
New +$289K ﹤0.01% 3230

Other funds holding LIEN

SFS
Sowell Financial Services North Little Rock, Arkansas $3.06B AUM 30.02% 1-Year Est. Return
LCM
LVM Capital Management Portage, Michigan $1.19B AUM 41.5% 1-Year Est. Return
AWM
Apollon Wealth Management Mount Pleasant, South Carolina $8.23B AUM 30.88% 1-Year Est. Return
VWM
Venturi Wealth Management Austin, Texas $2.58B AUM 41.25% 1-Year Est. Return
FWP
Firethorn Wealth Partners Augusta, Georgia $310M AUM 23.22% 1-Year Est. Return
GIA
Gladstone Institutional Advisory Palm Beach Gardens, Florida $3.16B AUM 29.04% 1-Year Est. Return
CEFA
Closed-End Fund Advisors Richmond, Virginia $102M AUM
MFIM
Mesirow Financial Investment Management Chicago, Illinois $6.37B AUM 23.22% 1-Year Est. Return
BWP
Bernardo Wealth Planning Harleysville, Pennsylvania $585M AUM 17.72% 1-Year Est. Return
TCM
Triumph Capital Management Denver, Colorado $552M AUM 20.75% 1-Year Est. Return

Cambridge Investment Research Advisors's LIEN Position: Q2 2026 in Review

Cambridge Investment Research Advisors opened a new position in Chicago Atlantic BDC (LIEN) in Q2 2026: 29,875 shares worth $292K. The stake represents ﹤0.01% of the portfolio and ranks #3230 among its holdings.

12 funds tracked by Wall St. Rank hold LIEN as of Q2 2026.

  • Cambridge Investment Research Advisors held 29,875 shares of Chicago Atlantic BDC worth $292K as of Q2 2026.
  • Chicago Atlantic BDC was a new Cambridge Investment Research Advisors position in Q2 2026.
  • Chicago Atlantic BDC made up ﹤0.01% of Cambridge Investment Research Advisors's portfolio in Q2 2026, its #3230 holding.
  • 12 funds tracked by Wall St. Rank held Chicago Atlantic BDC as of Q2 2026.

Based on Cambridge Investment Research Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.