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
Q2 		$1.52M Sell
155,924
-17,700
-10% -$171K ﹤0.01% 1958
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 $282M AUM 25.63% 1-Year Est. Return
SFS
Sowell Financial Services North Little Rock, Arkansas $3.06B AUM 30.02% 1-Year Est. Return
Mirae Asset Global ETFs Holdings
Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $83.9B AUM 60.43% 1-Year Est. Return
Corient Private Wealth
Corient Private Wealth Miami, Florida $72.2B AUM 27.85% 1-Year Est. Return
CF
CDC Financial Chicago, Illinois $239M AUM
CCM
Condor Capital Management Martinsville, New Jersey $1.33B AUM 19.79% 1-Year Est. Return
LCM
LVM Capital Management Portage, Michigan $1.19B AUM 41.5% 1-Year Est. Return
PCIG
Partners Capital Investment Group Boston, Massachusetts $2.83B AUM 20.31% 1-Year Est. Return
BMCM
Black Maple Capital Management Milwaukee, Wisconsin $176M AUM 9.49% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

HighTower Advisors's LIEN Position: Q2 2026 in Review

HighTower Advisors reduced its Chicago Atlantic BDC (LIEN) stake by 10% in Q2 2026, selling an estimated $171K and leaving 155,924 shares worth $1.52M. The position accounts for ﹤0.01% of the portfolio, ranked #1958.

HighTower Advisors first reported a position in LIEN in Q2 2025 and has held it in 5 quarters since. The position peaked at $1.62M in Q1 2026. 48 funds tracked by Wall St. Rank hold LIEN as of Q2 2026.

  • HighTower Advisors held 155,924 shares of Chicago Atlantic BDC worth $1.52M as of Q2 2026.
  • HighTower Advisors sold 17,700 Chicago Atlantic BDC shares in Q2 2026, an estimated $171K.
  • Chicago Atlantic BDC made up ﹤0.01% of HighTower Advisors's portfolio in Q2 2026, its #1958 holding.
  • HighTower Advisors first reported a position in Chicago Atlantic BDC in Q2 2025 and has held it in 5 quarters since.
  • HighTower Advisors's Chicago Atlantic BDC position peaked at $1.62M in Q1 2026.
  • 48 funds tracked by Wall St. Rank held Chicago Atlantic BDC as of Q2 2026.

Based on HighTower Advisors's 13F filing for Q2 2026, filed 5 Aug 2026.