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 | 1,013,740 | 3,902 | 0.79% | 0.78% | 1 | -11,877 | -1.16% | Q1 2026 | Apr 20, 2026 |
| Ethos Financial Group, LLC | History | Reduced | 93,374 | 359 | 0.03% | 0.03% | 2 | -132 | -0.14% | Q1 2026 | May 05, 2026 |
| Motiv8 Investments LLC | History | No change | 13,011 | 51 | 0.03% | 0.03% | 3 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Luminist Capital LLC | History | New | 1,726 | 6 | 0.01% | — | 4 | +1,726 | New | Q1 2026 | Apr 24, 2026 |
| Garton & Associates Financial Advisors LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -11,377 | -100.0% | Q1 2026 | May 11, 2026 |
| Financial Gravity Asset Management, Inc. | History | New | 2 | 0 | — | — | — | +2 | New | Q1 2026 | May 08, 2026 |