5 institutions reported holding $7.2M of LORD ABBETT SHORT DURATION INCOME I (LLDYX) in SEC 13F filings for 2026-06-30. Largest institutional holders: New Hampshire Trust ($4.0M), Wealthspire Advisors, LLC ($2.9M), Ethos Financial Group, LLC ($349,258), Financial Gravity Companies, Inc. ($7), Luminist Capital LLC ($0). Source: SEC Form 13F.
| Rank | Institution | Value | Shares | Change |
|---|---|---|---|---|
| 1 | New Hampshire Trust | $4.0M | 1.0M | Added |
| 2 | Wealthspire Advisors, LLC | $2.9M | 761,056 | New |
| 3 | Ethos Financial Group, LLC | $349,258 | 91,429 | Trimmed |
| 4 | Financial Gravity Companies, Inc. | $7 | 2 | New |
| 5 | Luminist Capital LLC | $0 | 0 | Exited |
Source: SEC Form 13F filings · as of 2026-06-30