RWM
LIEN

Ritholtz Wealth Management’s Chicago Atlantic BDC LIEN Stock Holding History

Ritholtz Wealth Management’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 		$531K Buy
54,347
+19,650
+57% +$190K 0.01% 836
2026
Q1 		$324K Sell
34,697
-52
-0.1% -$529 0.01% 946
2025
Q4 		$359K Hold
34,749
– – 0.01% 823
2025
Q3 		$365K Sell
34,749
-162
-0.5% -$1.73K 0.01% 776
2025
Q2 		$361K Buy
+34,911
New +$360K 0.01% 741

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
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 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

Ritholtz Wealth Management's LIEN Position: Q2 2026 in Review

Ritholtz Wealth Management increased its Chicago Atlantic BDC (LIEN) stake by 57% in Q2 2026, buying an estimated $190K and bringing the position to 54,347 shares worth $531K. The position accounts for 0.01% of the portfolio, ranked #836.

Ritholtz Wealth Management first reported a position in LIEN in Q2 2025 and has held it in 5 quarters since. 48 funds tracked by Wall St. Rank hold LIEN as of Q2 2026.

  • Ritholtz Wealth Management held 54,347 shares of Chicago Atlantic BDC worth $531K as of Q2 2026.
  • Ritholtz Wealth Management bought 19,650 Chicago Atlantic BDC shares in Q2 2026, an estimated $190K.
  • Chicago Atlantic BDC made up 0.01% of Ritholtz Wealth Management's portfolio in Q2 2026, its #836 holding.
  • Ritholtz Wealth Management first reported a position in Chicago Atlantic BDC in Q2 2025 and has held it in 5 quarters since.
  • 48 funds tracked by Wall St. Rank held Chicago Atlantic BDC as of Q2 2026.

Based on Ritholtz Wealth Management's 13F filing for Q2 2026, filed 10 Aug 2026.