Mariner
LIEN

Mariner’s Chicago Atlantic BDC LIEN Stock Holding History

Mariner’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 		$212K Buy
+22,693
New +$231K ﹤0.01% 3136
2025
Q4 		– Sell
-12,100
Closed -$127K – 3851
2025
Q3 		$127K Hold
12,100
– – ﹤0.01% 3312
2025
Q2 		$125K Buy
+12,100
New +$125K ﹤0.01% 3189

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 $3.06B AUM 30.02% 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
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 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

Mariner's LIEN Position: Q1 2026 in Review

Mariner opened a new position in Chicago Atlantic BDC (LIEN) in Q1 2026: 22,693 shares worth $212K. The stake represents ﹤0.01% of the portfolio and ranks #3136 among its holdings. This is a return to the name: Mariner previously reported a position in LIEN as recently as Q3 2025.

Mariner first reported a position in LIEN in Q2 2025 and has held it in 3 quarters since. 42 funds tracked by Wall St. Rank hold LIEN as of Q1 2026.

  • Mariner held 22,693 shares of Chicago Atlantic BDC worth $212K as of Q1 2026.
  • Chicago Atlantic BDC was a new Mariner position in Q1 2026.
  • Chicago Atlantic BDC made up ﹤0.01% of Mariner's portfolio in Q1 2026, its #3136 holding.
  • Mariner first reported a position in Chicago Atlantic BDC in Q2 2025 and has held it in 3 quarters since.
  • 42 funds tracked by Wall St. Rank held Chicago Atlantic BDC as of Q1 2026.

Based on Mariner's 13F filing for Q1 2026, filed 13 May 2026.