5 institutions reported holding $4.3M of LORD ABBETT SHORT DURATION INCOME I (LLDYX) in SEC 13F filings for 2026-03-31. Largest institutional holders: New Hampshire Trust ($3.9M), Ethos Financial Group, LLC ($359,488), Luminist Capital LLC ($6,644), Financial Gravity Asset Management, Inc. ($7), Garton & Associates Financial Advisors LLC ($0). Source: SEC Form 13F.
| Rank | Institution | Value | Shares | Change |
|---|---|---|---|---|
| 1 | New Hampshire Trust | $3.9M | 1.0M | Trimmed |
| 2 | Ethos Financial Group, LLC | $359,488 | 93,374 | Trimmed |
| 3 | Luminist Capital LLC | $6,644 | 1,726 | New |
| 4 | Financial Gravity Asset Management, Inc. | $7 | 2 | New |
| 5 | Garton & Associates Financial Advisors LLC | $0 | 0 | Exited |
Source: SEC Form 13F filings · as of 2026-03-31