HighTower Advisors
LIEN

HighTower Advisors’s Chicago Atlantic BDC LIEN Stock Holding History

HighTower 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
Q1 		$1.62M Buy
173,624
+152,221
+711% +$1.55M ﹤0.01% 1839
2025
Q4 		$221K Buy
21,403
+660
+3% +$6.91K ﹤0.01% 3286
2025
Q3 		$218K Buy
20,743
+631
+3% +$6.72K ﹤0.01% 3301
2025
Q2 		$208K Buy
+20,112
New +$207K ﹤0.01% 3244

Other funds holding LIEN

ICM
Intrepid Capital Management Jacksonville Beach, Florida $261M AUM 20.02% 1-Year Est. Return
SFS
Sowell Financial Services North Little Rock, Arkansas $2.7B AUM 22.62% 1-Year Est. Return
Corient Private Wealth
Corient Private Wealth Miami, Florida $69.9B AUM 22.19% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
SMA
Sage Mountain Advisors Atlanta, Georgia $1.43B AUM 16.47% 1-Year Est. Return
Mirae Asset Global ETFs Holdings
Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $73.7B AUM 53.56% 1-Year Est. Return
CCM
Condor Capital Management Martinsville, New Jersey $1.2B AUM 13.18% 1-Year Est. Return
LCM
LVM Capital Management Portage, Michigan $1.19B AUM 41.5% 1-Year Est. Return
CF
CDC Financial Chicago, Illinois $157M AUM
BMCM
Black Maple Capital Management Milwaukee, Wisconsin $179M AUM 8.19% 1-Year Est. Return

HighTower Advisors's LIEN Position: Q1 2026 in Review

HighTower Advisors increased its Chicago Atlantic BDC (LIEN) stake by 711% in Q1 2026, buying an estimated $1.55M and bringing the position to 173,624 shares worth $1.62M. The position accounts for ﹤0.01% of the portfolio, ranked #1839.

HighTower Advisors first reported a position in LIEN in Q2 2025 and has held it in 4 quarters since. 42 funds tracked by Wall St. Rank hold LIEN as of Q1 2026.

  • HighTower Advisors held 173,624 shares of Chicago Atlantic BDC worth $1.62M as of Q1 2026.
  • HighTower Advisors bought 152,221 Chicago Atlantic BDC shares in Q1 2026, an estimated $1.55M.
  • Chicago Atlantic BDC made up ﹤0.01% of HighTower Advisors's portfolio in Q1 2026, its #1839 holding.
  • HighTower Advisors first reported a position in Chicago Atlantic BDC in Q2 2025 and has held it in 4 quarters since.
  • 42 funds tracked by Wall St. Rank held Chicago Atlantic BDC as of Q1 2026.

Based on HighTower Advisors's 13F filing for Q1 2026, filed 5 May 2026.