DOSSIER · 13F Holders · Q2 2026
LLDYX

Lord Abbett Short Durati On Income I

6 institutions still hold Lord Abbett Short Durati On Income I as of Q2 2026. Tracked across SEC 13F-HR filings, with insider and 13D/G activity surfaced alongside.

CUSIP 543916688·6 13F holders·last filed Jun 30, 2026
Market cap
13F value held
$7M
visible holders
Holders
6
filers reporting
Concentration
54.52%
New Hampshire Trust #1
top holder share
AI Holders Summary · Q2 2026

6 institutions reported LLDYX in Q2 2026. New Hampshire Trust leads at 54.5% of the visible book.

Top holders

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

#HolderValueShares% port.Quarter
01
New Hampshire Trust
CIK 0001961742
$4M1.0M0.75%Q2 2026
02
Wealthspire Advisors, LLC
CIK 0001646247
$3M761K0.02%Q2 2026
03
Ethos Financial Group, LLC
CIK 0001954242
$349K91K0.02%Q2 2026
04
Motiv8 Investments LLC
CIK 0002024873
$51K13K0.03%Q4 2025
05
Financial Gravity Companies, Inc.
CIK 0001377167
$720.00%Q2 2026
06
Financial Gravity Asset Management, Inc.
CIK 0001741736
$720.00%Q1 2026