LORD ABBETT INVESTMENT TRUST - LLDYX
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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| New Hampshire Trust | History | Reduced | 1,025,617 | 3,989 | 0.78% | 0.78% | 1 | -8,349 | -0.81% | Q4 2025 | Jan 29, 2026 |
| Ethos Financial Group, LLC | History | Added to | 93,506 | 363 | 0.03% | 0.03% | 2 | +71 | 0.08% | Q4 2025 | Jan 20, 2026 |
| Motiv8 Investments LLC | History | New | 13,011 | 51 | 0.03% | — | 3 | +13,011 | New | Q4 2025 | Feb 13, 2026 |
| Garton & Associates Financial Advisors LLC | History | New | 11,377 | 44 | 0.02% | — | 4 | +11,377 | New | Q4 2025 | Feb 18, 2026 |