LORD ABBETT INVESTMENT TRUST - LAPIX
Detailed investor-level table based on 13F positions.
Methodology:
Market value and % of portfolio use SEC reported VALUE ($000).
For PUT/CALL positions this reflects reported underlying exposure, not premium cash paid/received.
Details.
Rows: 0
| Investor | History | Status | Shares held | Market value ($000) | % of portfolio | Previous % | Rank | Change in shares | % change in shares | Source | Date reported |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Financial Gravity Asset Management, Inc. | History | No change | 3,758 | 47 | 0.01% | 0.01% | 1 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| Financial Gravity Companies, Inc. | History | New | 491 | 6 | 0.0% | — | 2 | +491 | New | Q2 2026 | Aug 05, 2026 |
| Coston, McIsaac & Partners | History | Closed out | 0 | 0 | — | 0.04% | — | -13,491 | -100.0% | Q2 2026 | Aug 12, 2026 |