TI
LIEN

Tidal Investments’s Chicago Atlantic BDC LIEN Stock Holding History

Tidal Investments’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 		$325K Sell
34,777
-4,224
-11% -$42.9K ﹤0.01% 2021
2025
Q4 		$403K Sell
39,001
-1,584
-4% -$16.6K ﹤0.01% 1751
2025
Q3 		$426K Buy
40,585
+2,112
+5% +$22.5K ﹤0.01% 1647
2025
Q2 		$398K Sell
38,473
-4,752
-11% -$49K ﹤0.01% 1538
2025
Q1 		$488K Buy
+43,225
New +$505K ﹤0.01% 1335

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

Tidal Investments's LIEN Position: Q1 2026 in Review

Tidal Investments reduced its Chicago Atlantic BDC (LIEN) stake by 11% in Q1 2026, selling an estimated $42.9K and leaving 34,777 shares worth $325K. The position accounts for ﹤0.01% of the portfolio, ranked #2021.

Tidal Investments first reported a position in LIEN in Q1 2025 and has held it in 5 quarters since. The position peaked at $488K in Q1 2025. 42 funds tracked by Wall St. Rank hold LIEN as of Q1 2026.

  • Tidal Investments held 34,777 shares of Chicago Atlantic BDC worth $325K as of Q1 2026.
  • Tidal Investments sold 4,224 Chicago Atlantic BDC shares in Q1 2026, an estimated $42.9K.
  • Chicago Atlantic BDC made up ﹤0.01% of Tidal Investments's portfolio in Q1 2026, its #2021 holding.
  • Tidal Investments first reported a position in Chicago Atlantic BDC in Q1 2025 and has held it in 5 quarters since.
  • Tidal Investments's Chicago Atlantic BDC position peaked at $488K in Q1 2025.
  • 42 funds tracked by Wall St. Rank held Chicago Atlantic BDC as of Q1 2026.

Based on Tidal Investments's 13F filing for Q1 2026, filed 15 May 2026.