DOSSIER · 13F Holders · Q3 2026
LLDYX

Lord Abbett Short Durati On Income I

7 institutions still hold Lord Abbett Short Durati On Income I as of Q3 2026. Tracked across SEC 13F-HR filings, with insider and 13D/G activity surfaced alongside.

CUSIP 543916688·7 13F holders·last filed Sep 30, 2026
Market cap
—
13F value held
$13M
visible holders
Holders
7
filers reporting
Concentration
43.22%
Evergreen Wealth Management, LLC #1
top holder share
AI Holders Summary · Q3 2026

7 institutions reported LLDYX in Q3 2026. Evergreen Wealth Management, LLC leads at 43.2% of the visible book.

Top holders

Sorted by position value. Source: SEC EDGAR 13F-HR filings.

#HolderValueShares% port.Quarter
01
Evergreen Wealth Management, LLC
CIK 0001965292
$5M1.4M2.12%Q3 2026
02
New Hampshire Trust
CIK 0001961742
$4M1.0M0.72%Q3 2026
03
Wealthspire Advisors, LLC
CIK 0001646247
$3M761K0.02%Q2 2026
04
Ethos Financial Group, LLC
CIK 0001954242
$349K91K0.02%Q2 2026
05
Motiv8 Investments LLC
CIK 0002024873
$51K13K0.03%Q4 2025
06
Financial Gravity Companies, Inc.
CIK 0001377167
$720.00%Q2 2026
07
Financial Gravity Asset Management, Inc.
CIK 0001741736
$720.00%Q1 2026