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
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 $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

Ritholtz Wealth Management's LIEN Position: Q1 2026 in Review

Ritholtz Wealth Management reduced its Chicago Atlantic BDC (LIEN) stake by 0.15% in Q1 2026, selling an estimated $529 and leaving 34,697 shares worth $324K. The position accounts for 0.01% of the portfolio, ranked #946.

Ritholtz Wealth Management first reported a position in LIEN in Q2 2025 and has held it in 4 quarters since. The position peaked at $365K in Q3 2025. 42 funds tracked by Wall St. Rank hold LIEN as of Q1 2026.

  • Ritholtz Wealth Management held 34,697 shares of Chicago Atlantic BDC worth $324K as of Q1 2026.
  • Ritholtz Wealth Management sold 52 Chicago Atlantic BDC shares in Q1 2026, an estimated $529.
  • Chicago Atlantic BDC made up 0.01% of Ritholtz Wealth Management's portfolio in Q1 2026, its #946 holding.
  • Ritholtz Wealth Management first reported a position in Chicago Atlantic BDC in Q2 2025 and has held it in 4 quarters since.
  • Ritholtz Wealth Management's Chicago Atlantic BDC position peaked at $365K in Q3 2025.
  • 42 funds tracked by Wall St. Rank held Chicago Atlantic BDC as of Q1 2026.

Based on Ritholtz Wealth Management's 13F filing for Q1 2026, filed 20 Apr 2026.