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 | Added to | 1,037,457 | 3,973 | 0.75% | 0.79% | 1 | +23,717 | 2.34% | Q2 2026 | Jul 27, 2026 |
| Wealthspire Advisors, LLC | History | New | 761,056 | 2,914 | 0.02% | — | 2 | +761,056 | New | Q2 2026 | Aug 11, 2026 |
| Ethos Financial Group, LLC | History | Reduced | 91,429 | 349 | 0.02% | 0.03% | 3 | -1,945 | -2.08% | Q2 2026 | Aug 07, 2026 |
| Luminist Capital LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -1,726 | -100.0% | Q2 2026 | Aug 07, 2026 |
| Financial Gravity Companies, Inc. | History | New | 2 | 0 | — | — | — | +2 | New | Q2 2026 | Aug 05, 2026 |
| Financial Gravity Asset Management, Inc. | History | No change | 2 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | May 08, 2026 |