LORD ABBETT INVESTMENT TRUST - LFRIX
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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Garton & Associates Financial Advisors LLC | History | New | 3,869 | 31 | 0.02% | — | 1 | +3,869 | New | Q4 2025 | Feb 18, 2026 |
| Financial Gravity Asset Management, Inc. | History | Reduced | 1,331 | 10 | 0.0% | 0.04% | 2 | -23,964 | -94.74% | Q4 2025 | Feb 13, 2026 |