SCS Capital Management’s Chicago Atlantic BDC LIEN Stock Holding History

SCS Capital 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 Q3	$1.39M	Buy	+140,653	New	+$1.38M	0.01%	245

Other funds holding LIEN

Intrepid Capital Management Jacksonville Beach, Florida $304M AUM 17.63% 1-Year Est. Return

Sowell Financial Services North Little Rock, Arkansas $3.12B AUM 22.73% 1-Year Est. Return

CDC Financial Chicago, Illinois $209M AUM 26.53% 1-Year Est. Return

Condor Capital Management Martinsville, New Jersey $1.34B AUM 13.51% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $106B AUM 21.33% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return

BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return

Transce3nd Kyle, Texas $100M AUM 13.58% 1-Year Est. Return

Ritholtz Wealth Management New York $6.96B AUM 24% 1-Year Est. Return

Apollon Wealth Management Mount Pleasant, South Carolina $8.72B AUM 23.07% 1-Year Est. Return

SCS Capital Management's LIEN Position: Q3 2026 in Review

SCS Capital Management opened a new position in Chicago Atlantic BDC (LIEN) in Q3 2026: 140,653 shares worth $1.39M. The stake represents 0.01% of the portfolio and ranks #245 among its holdings.

37 funds tracked by Wall St. Rank hold LIEN as of Q3 2026.

SCS Capital Management held 140,653 shares of Chicago Atlantic BDC worth $1.39M as of Q3 2026.
Chicago Atlantic BDC was a new SCS Capital Management position in Q3 2026.
Chicago Atlantic BDC made up 0.01% of SCS Capital Management's portfolio in Q3 2026, its #245 holding.
37 funds tracked by Wall St. Rank held Chicago Atlantic BDC as of Q3 2026.

Based on SCS Capital Management's 13F filing for Q3 2026, filed 12 Nov 2026.