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Ancora Advisors, LLC

SEC CIK
0001446114
Latest filing
Aug 14, 2026

Holdings in Q1 2022

Holdings as of Mar 31, 2022, filed May 16, 2022. Long positions only; changes compare share counts with Q4 2021.

Institution overview
Positions
2,523
+78 vs. Q4 2021
Portfolio value
$4.09B
−$115.3M (−2.7%) vs. Q4 2021
Filed
May 16, 2022
AmendedSEC
Holdings of Ancora Advisors, LLC in Q1 2022
SecurityClassSharesValue% of portfolioShare changeActionHistory
CHRWC. H. Robinson Worldwide, Inc.COM NEW2,317,476$249.6M6.1%+1,785,470+335.6%AddedHistory
FWRDForward Air CorpCOM1,346,091$131.6M3.2%−138,263−9.3%ReducedHistory
GPREGreen Plains Inc.COM4,004,389$124.2M3.0%+81,776+2.1%AddedHistory
AAPLApple Inc.Stock622,299$108.7M2.7%−18,286−2.9%ReducedHistory
Vanguard S&P 500 ETF922908363ETF256,324$106.4M2.6%−23,278−8.3%Reduced–
KSSKOHLS CorpStock1,641,647$99.3M2.4%−1,874,227−53.3%ReducedHistory
MSFTMicrosoft CorpStock234,995$72.5M1.8%−6,775−2.8%ReducedHistory
Vanguard World FD921910873MEGA CAP INDEX400,972$63.8M1.6%−970.0%Reduced–
JPMorgan Ultra-Short Income ETF46641Q837ETF1,214,144$61.0M1.5%−1,301−0.1%Reduced–
IAAIAA, Inc.COM1,506,185$57.6M1.4%+1,315,312+689.1%AddedHistory
iShares Tr464287150CORE S&P TTL STK524,496$52.9M1.3%+17,583+3.5%Added–
ABBVAbbVie Inc.Stock305,043$49.5M1.2%−16,111−5.0%ReducedHistory
JNJJohnson & JohnsonStock265,643$47.1M1.2%−7,294−2.7%ReducedHistory
AVGOBroadcom Inc.Stock73,792$46.5M1.1%+554+0.8%AddedHistory
UNHUnitedHealth Group IncStock82,921$42.3M1.0%−4,568−5.2%ReducedHistory
JPMJPMorgan Chase & CoStock302,554$41.2M1.0%−628−0.2%ReducedHistory
CVXChevron CorpStock242,905$39.6M1.0%−77,363−24.2%ReducedHistory
BERYBerry Global Group, Inc.COM680,104$39.4M1.0%−3070.0%ReducedHistory
EVBGEverbridge, Inc.COM887,271$38.7M0.9%+887,271NewHistory
BACBank of America CorpStock901,030$37.1M0.9%−56,865−5.9%ReducedHistory
CVSCVS Health CorpStock366,077$37.1M0.9%−31,805−8.0%ReducedHistory
HONHoneywell International IncCOM181,204$35.3M0.9%−2,227−1.2%ReducedHistory
HDHome Depot, Inc.Stock111,784$33.5M0.8%−3,434−3.0%ReducedHistory
LHXL3HARRIS Technologies, Inc.Stock128,594$32.0M0.8%−4,356−3.3%ReducedHistory
BRK.BBerkshire Hathaway IncStock90,518$31.9M0.8%−1,083−1.2%ReducedHistory
Schwab U.S. Large-Cap ETF808524201ETF591,464$31.9M0.8%−15,902−2.6%ReducedConverted for a 2-for-1 split–
iShares Core S&P 500 ETF464287200ETF68,969$31.3M0.8%+4,921+7.7%Added–
EOGEOG Resources IncStock255,897$30.5M0.7%+75,574+41.9%AddedHistory
Nestle SA ADR641069406COM229,908$30.0M0.7%−11,505−4.8%Reduced–
ACNAccenture plcStock85,898$29.0M0.7%−3,318−3.7%ReducedHistory
PGProcter & Gamble CoStock188,840$28.9M0.7%−7,800−4.0%ReducedHistory
ETNEaton Corp plcStock186,474$28.3M0.7%−9,365−4.8%ReducedHistory
CFGCitizens Financial Group IncCOM573,887$26.0M0.6%−46,219−7.5%ReducedHistory
DISWalt Disney CoStock181,388$24.9M0.6%−253−0.1%ReducedHistory
EMNEastman Chemical CoStock219,389$24.6M0.6%−10,868−4.7%ReducedHistory
Vanguard Dividend Appreciation ETF921908844ETF151,078$24.5M0.6%+3,398+2.3%Added–
NKENIKE, Inc.Stock179,904$24.2M0.6%+6,958+4.0%AddedHistory
CSCOCisco Systems, Inc.Stock432,377$24.1M0.6%−22,293−4.9%ReducedHistory
AMZNAmazon Com IncStock6,938$22.6M0.6%+296+4.5%AddedHistory
MCDMcDonalds CorpStock90,917$22.5M0.5%−6,277−6.5%ReducedHistory
WHWyndham Hotels & Resorts, Inc.COM261,712$22.2M0.5%−25,127−8.8%ReducedHistory
Vanguard Short-Term Bond ETF921937827ETF283,700$22.1M0.5%+100,283+54.7%Added–
BLKBlackRock, Inc.COM27,711$21.2M0.5%−1,009−3.5%ReducedHistory
Schwab US Aggregate Bond ETF808524839ETF414,763$21.0M0.5%−24,741−5.6%Reduced–
JXNJackson Financial Inc.COM CL A473,518$20.9M0.5%−62,580−11.7%ReducedHistory
HLIHoulihan Lokey, Inc.CL A234,039$20.5M0.5%−13,295−5.4%ReducedHistory
GOOGAlphabet Inc.Stock7,221$20.2M0.5%+16+0.2%AddedHistory
SPTNSpartanNash CoCOM601,048$19.8M0.5%+601,048NewHistory
WYWeyerhaeuser CoCOM NEW509,669$19.3M0.5%−24,870−4.7%ReducedHistory
MDUMdu Resources Group IncStock722,159$19.2M0.5%+72,908+11.2%AddedHistory
Vanguard Morningstar Mid-Cap ETF922908629ETF78,377$18.6M0.5%−23,613−23.2%Reduced–
DFSDiscover Financial ServicesCOM168,933$18.6M0.5%−16,119−8.7%ReducedHistory
ASHAshland Inc.COM185,374$18.2M0.4%−4,759−2.5%ReducedHistory
MARMarriott International IncStock102,487$18.0M0.4%−5,849−5.4%ReducedHistory
MDTMedtronic plcStock159,428$17.7M0.4%−1,969−1.2%ReducedHistory
OSPNOneSpan Inc.COM1,161,609$16.8M0.4%+112,214+10.7%AddedHistory
APGAPi Group CorpCOM STK796,001$16.7M0.4%−21,910−2.7%ReducedHistory
Vanguard Real Estate ETF922908553ETF152,544$16.5M0.4%−23,017−13.1%Reduced–
RJFRaymond James Financial IncCOM147,679$16.2M0.4%−10,440−6.6%ReducedHistory
TXNTexas Instruments IncStock83,443$15.3M0.4%−28,529−25.5%ReducedHistory
Avon Protection PLCG06860103COM884,594$15.1M0.4%+884,594New–
OIO-I Glass, Inc.COM1,129,011$14.9M0.4%+1,129,011NewHistory
WWWWolverine World Wide IncCOM652,476$14.7M0.4%+267,590+69.5%AddedHistory
MAMastercard IncStock39,928$14.3M0.3%−853−2.1%ReducedHistory
ALITAlight, Inc. / DelawareCOM CL A1,378,330$13.7M0.3%−357,320−20.6%ReducedHistory
VNTVontier CorpStock529,829$13.5M0.3%+63,520+13.6%AddedHistory
HSICHenry Schein IncCOM151,851$13.2M0.3%−18,370−10.8%ReducedHistory
iShares Core U.S. Aggregate Bond ETF464287226ETF123,032$13.2M0.3%+3,479+2.9%Added–
Vanguard Morningstar Small-Cap ETF922908751ETF61,546$13.1M0.3%+2,099+3.5%Added–
iShares Core MSCI Eafe ETF46432F842ETF183,299$12.7M0.3%−30,747−14.4%Reduced–
Vanguard Ftse Emerging Markets ETF922042858ETF275,528$12.7M0.3%−32,665−10.6%Reduced–
GOOGLAlphabet Inc.Stock4,459$12.4M0.3%+30+0.7%AddedHistory
NFYSEnphys Acquisition Corp.CL A ORD SHS1,233,689$11.9M0.3%+3,359+0.3%AddedHistory
CLBKColumbia Financial, Inc.COM551,091$11.9M0.3%−95,790−14.8%ReducedHistory
iShares Core S&P Mid-Cap ETF464287507ETF43,612$11.7M0.3%−3,293−7.0%Reduced–
Vanguard Morningstar Small-Cap Value ETF922908611ETF65,913$11.6M0.3%+7,220+12.3%Added–
MBCNMiddlefield Banc CorpCOM NEW457,994$11.4M0.3%−435−0.1%ReducedHistory
BKHBlack Hills CorpCOM146,390$11.3M0.3%+12,500+9.3%AddedHistory
COSTCostco Wholesale CorpStock19,412$11.2M0.3%+1,013+5.5%AddedHistory
SLVMSylvamo CorpCOMMON STOCK335,780$11.2M0.3%−158,620−32.1%ReducedHistory
PEPPepsiCo IncStock66,409$11.1M0.3%−2,707−3.9%ReducedHistory
Invesco QQQ Trust Series I46090E103ETF29,804$10.8M0.3%−8,580−22.4%Reduced–
SPYSPDR S&P 500 ETF TrustETF23,536$10.6M0.3%−93−0.4%ReducedHistory
CHXChampionX CorpCOM430,576$10.5M0.3%+66,111+18.1%AddedHistory
OGNOrganon & Co.Stock299,034$10.4M0.3%+5,606+1.9%AddedHistory
AMGNAmgen IncStock43,012$10.4M0.3%−2,919−6.4%ReducedHistory
INTCIntel CorpStock209,344$10.4M0.3%+2,729+1.3%AddedHistory
BXBlackstone Inc.COM81,566$10.4M0.3%−3,004−3.6%ReducedHistory
Vanguard Index FDS922908652EXTEND MKT ETF62,336$10.3M0.3%+453+0.7%Added–
Invesco Exch Traded FD Tr II46138G664S&P SMALLCAP 60085,823$10.3M0.3%+782+0.9%Added–
DTMDT Midstream, Inc.COMMON STOCK185,920$10.1M0.2%−81,160−30.4%ReducedHistory
ZDZiff Davis, Inc.COM104,170$10.1M0.2%+100.0%AddedHistory
DBDDiebold Nixdorf, IncCOM1,485,201$10.0M0.2%−48,742−3.2%ReducedHistory
iShares Core S&P Small Cap ETF464287804ETF92,271$9.95M0.2%−969−1.0%Reduced–
FISFidelity National Information Services, Inc.Stock96,017$9.64M0.2%+5,483+6.1%AddedHistory
Vanguard Materials ETF92204A801ETF48,680$9.45M0.2%00.0%Unchanged–
PBPBPotbelly CorpCOM1,391,127$9.32M0.2%−31,253−2.2%ReducedHistory
Vanguard Total World Stock ETF922042742ETF91,857$9.30M0.2%+88,030+2,300.2%Added–
PFEPfizer IncStock176,942$9.16M0.2%−7,187−3.9%ReducedHistory
PCHPotlatchdeltic CorpCOM172,419$9.09M0.2%−4,040−2.3%ReducedHistory

Options (44)

Puts and calls in the same filing. Amounts are the market value of the underlying shares, which is what 13F reports.

Option positions of Ancora Advisors, LLC in Q1 2022
SecurityClassPutsCalls
C H Robinson Worldwide Inc12541W909CALL–$5.23M
Green Plains Partners LP393221956PUT$4.69M–
iShares Tr464287955PUT$4.02M–
SPDR S&P 500 ETF Tr78462F953PUT$2.04M–
Kohls Corp500255904CALL–$2.02M
SPDR Series Trust78464A954PUT$1.85M–
Invesco QQQ Tr46090E953PUT$1.60M–
SPDR Ser Tr78464A958PUT$1.35M–
Select Sector SPDR Tr81369Y954PUT$1.35M–
iShares Tr464287952PUT$1.01M–
Iaa Inc449253903CALL–$936.0K
Everbridge Inc29978A954PUT$935.0K–
Select Sector SPDR Tr81369Y955put$889.0K–
Iaa Inc449253953PUT$717.0K–
Berry Global Group Inc08579W953COM$573.0K–
iShares Tr464288950PUT$429.0K–
Select Sector SPDR Tr81369Y950PUT$267.0K–
SPDR Gold Tr78463V907CALL–$213.0K
iShares Tr464287950PUT$184.0K–
Ashland Global Hldgs Inc044186954PUT$169.0K–
Diebold Inc253651953PUT$144.0K–
iShares Tr464287902CALL–$95.0K
Expeditors Intl Wash Inc302130959PUT$84.0K–
Blucora Inc095229950PUT$74.0K–
iShares Tr464288959PUT$64.0K–
FedEx Corp31428X956PUT$63.0K–
ProShares Tr74347G950PUT$60.0K–
BKLN 210416P0001500046138G958PUT$59.0K–
Select Sector SPDR Tr81369Y904CALL–$59.0K
Kohls Corp500255954PUT$57.0K–
Norfolk Southn Corp655844958PUT$57.0K–
Everbridge Inc29978A904CALL–$56.0K
Hunt J B Trans Svcs Inc445658957PUT$51.0K–
Union Pac Corp907818958PUT$36.0K–
FedEx Corp31428X906CALL–$34.0K
Union Pac Corp907818908CALL–$27.0K
Hunt J B Trans Svcs Inc445658907CALL–$25.0K
Turning PT Brands Inc90041L905CALL–$19.0K
VanEck Vectors ETF Tr92189F903CALL–$19.0K
Norfolk Southn Corp655844908CALL–$14.0K
ProShares Tr74347B950PUT$7.00K–
Diebold Inc253651903CALL–$4.00K
Expeditors Intl Wash Inc302130909CALL–$2.00K
Forward Air Corp349853951PUT$1.00K–

Sold out since Q4 2021 (388)

Positions held at the end of Q4 2021 that are gone from this filing.

The largest 100 of 388 by value last quarter.

Positions of Ancora Advisors, LLC sold out since Q4 2021
SecurityClassShares in Q4 2021Value in Q4 2021% of portfolio in Q4 2021History
RSTK Regional Brands Inc ComRGBDMERLICOM388,952$6.81M0.2%–
BIGGQFormer BL Stores IncCOM149,595$6.74M0.2%History
Hexion Holdings Corp -42830K103COM234,927$6.67M0.2%–
SUMSummit Materials, Inc.CL A90,251$3.62M0.1%History
GDENNew Royal Holdco I Inc.COM53,692$2.71M0.1%History
FYBRFrontier Communications Parent, Inc.COM79,256$2.34M0.1%History
Archimedes Tech Spac Partnr039562202UNIT 03/10/2026127,325$1.31M<0.1%–
GFEDGuaranty Federal Bancshares IncCOM38,469$1.23M<0.1%History
TWITitan International IncCOM94,841$1.04M<0.1%History
Metals Acquisition CorpG60405118UNIT 99/99/999986,800$861.0K<0.1%–
FVCBFVCBankcorp, Inc.COM39,412$776.0K<0.1%History
DNBDun & Bradstreet Holdings, Inc.COM31,280$641.0K<0.1%History
Belong Acquisition Corp.08069M201UNIT 03/23/202661,050$607.0K<0.1%–
SHBIShore Bancshares IncCOM28,342$591.0K<0.1%History
Thunder Bridge Capital Partners IV, Inc.88605L206UNIT 06/30/202659,200$584.0K<0.1%–
Insight Acquisition Corp45784L209UNIT 99/99/999956,000$559.0K<0.1%–
IVACIntevac IncCOM116,381$548.0K<0.1%History
CALCaleres IncCOM23,540$534.0K<0.1%History
PRUPrudential Financial IncStock3,900$422.0K<0.1%History
Queens Gambit Growth CapitalG7315C101CL A SHS42,537$421.0K<0.1%–
Environmental Impact Acqu Co29408N106COM CL A40,000$397.0K<0.1%–
Waverley Capital Acquis CorpG06536125UNIT 99/99/999940,000$396.0K<0.1%–
Mount Rainier Acquisition Corp.623006202UNIT 11/27/202638,400$391.0K<0.1%–
STEWSRH Total Return Fund, Inc.COM27,170$386.0K<0.1%History
TLFTandy Leather Factory IncCOM70,965$366.0K<0.1%History
OSBCOld Second Bancorp IncCOM28,454$358.0K<0.1%History
Flyexclusive Inc.26846A209UNIT 99/99/999935,157$348.0K<0.1%–
Points Intl Ltd730843208COM NEW22,014$338.0K<0.1%–
Healthcare Capital Corp42228C101COM CL A34,000$334.0K<0.1%–
Growth Cap Acquisition Corp39986V107CL A33,000$328.0K<0.1%–
Achari Ventures Hldgs Corp I00444X200UNIT 09/30/202632,000$323.0K<0.1%–
Spartan Acquisition Corp. III84677R106COM CL A32,000$316.0K<0.1%–
Integrated Wellness Acquisition CorpG4828B126UNIT 99/99/999930,000$302.0K<0.1%–
Mercato Partners Acquisition Corp58759A207UNIT 10/29/202630,000$301.0K<0.1%–
Decarbonization Plus Acqu II242794105COM CL A30,000$299.0K<0.1%–
Hawks Acquisition Corp42032P207UNIT 99/99/999930,000$296.0K<0.1%–
Fortress Value Acquisi Corp34964K207UNIT 03/31/202827,816$276.0K<0.1%–
Tailwind Two Acquisition CorG86613109SHS CL A26,300$260.0K<0.1%–
Lazard Growth Acquisition CoG54035129UNIT 99/99/999925,706$254.0K<0.1%–
Artemis Strategic Invt Corp04303A202UNIT 09/30/202625,257$250.0K<0.1%–
529 American Funds529FUNDS1COM249,091$249.0K<0.1%–
CVUCpi Aerostructures IncCOM NEW89,512$244.0K<0.1%History
Fat Projects Acquisition CorG3400W128UNIT 10/12/202624,000$242.0K<0.1%–
FARMFarmer Brothers CoCOM32,170$240.0K<0.1%History
Industrial Human Capital, Inc.45617P203UNIT 99/99/999923,000$240.0K<0.1%–
Liberty Res Acquisition Corp53118A204UNIT 10/31/202823,200$238.0K<0.1%–
SONDSonder Holdings Inc.CL A23,170$231.0K<0.1%History
SHYFShyft Group, Inc.COM4,450$219.0K<0.1%History
CTSUFCactus Acquisition Corp. 1 LtdUNIT 08/17/202821,700$218.0K<0.1%History
MODVModivCare IncCOM1,458$216.0K<0.1%History
Tristar Acquisition I Corp.G9074V122UNIT 99/99/999920,900$215.0K<0.1%–
Arbor Rapha Cap Biohlds Corp03881F203UNIT 10/31/202820,000$203.0K<0.1%–
Rigel Resource Acq CorpG7573M122UNIT 99/99/999920,000$203.0K<0.1%–
Armada Acquisition Corp. I04208V202UNIT 08/13/202620,100$202.0K<0.1%–
CF Acquisition Corp V12520R106CL A20,713$201.0K<0.1%–
Pyrophyte Acquisition Corp.G7308P119UNIT 99/99/999919,800$201.0K<0.1%–
UTA Acquisition CorpG9473A125UNIT 12/01/202620,000$201.0K<0.1%–
Fortune Rise Acquisition Corp34969G201UNIT 12/06/202719,900$200.0K<0.1%–
Tio Tech AG8T10C122UNIT 04/12/202820,100$199.0K<0.1%–
CNDAUConcord Acquisition Corp IIUNIT 99/99/999919,350$199.0K<0.1%History
KGCKinross Gold CorpCOM33,750$196.0K<0.1%History
SBEASBEA Merger Sub LLCCOM CL A18,600$189.0K<0.1%History
Talon 1 Acquisition CorpG86656124UNIT 11/02/202617,200$174.0K<0.1%–
MGLNMagellan Health IncCOM NEW1,760$167.0K<0.1%History
GOGN.UGoGreen Investments CorpUNIT 99/99/999915,200$159.0K<0.1%History
Banner Acquisition Corp.06654K200UNIT 09/07/202615,800$158.0K<0.1%–
NFJVirtus Dividend, Interest & Premium Strategy FundCOM9,688$156.0K<0.1%History
Stonebridge Acquisition CorpG85094111UNIT 04/11/202615,000$155.0K<0.1%–
Crescera Cap Acquisition CorG26507122UNIT 11/18/202615,437$155.0K<0.1%–
Trine II Acquisition Corp.G9059F126UNIT 99/99/999915,178$154.0K<0.1%–
APMIUAxonPrime Infrastructure Acquisition CorpUNIT 05/31/202815,100$150.0K<0.1%History
Highland Transcend PartnersG44690108COM CL A15,000$149.0K<0.1%–
NewHold Investment Corp. II651450207UNIT 10/21/202615,000$148.0K<0.1%–
Primavera Capital Acquist CoG7255E109SHS CL A15,100$147.0K<0.1%–
Home Plate Acquisition Corp43734R202UNIT 09/30/202614,400$141.0K<0.1%–
Sizzle Acquisition Corp.83014E208UNIT 11/02/202612,900$132.0K<0.1%–
Ecp Environmental GW Opt Cor26829T100COM CL A13,319$131.0K<0.1%–
XBP Global Holdings, Inc.12520C109CLASS A COM12,700$127.0K<0.1%–
Thunder Bridge Cap Prtnrs II88605T209UNIT 02/15/202812,724$126.0K<0.1%–
Tevogen Inc.G8028L123UNIT 11/04/202612,410$125.0K<0.1%–
LAMF Global Ventures Corp. IG5338L116UNIT 11/05/202612,388$124.0K<0.1%–
Black Mountain Acq Corp09216A207UNIT 99/99/999912,000$122.0K<0.1%–
Spindletop Health Acquisitio84854Q202UNIT 11/04/202611,900$120.0K<0.1%–
Battery Future Acquisition CG0888J116UNIT 99/99/999912,000$120.0K<0.1%–
Eve Mobility Acquisition CorG3218G125UNIT 99/99/999912,000$120.0K<0.1%–
Frontier Investment CorpG36816117UNIT 06/29/202612,200$119.0K<0.1%–
Pivotal Investment Corp III72582M205UNIT 01/28/202811,250$111.0K<0.1%–
TMPOTempo Automation Holdings, Inc.CL A11,107$111.0K<0.1%History
Climate Real Impact Slutins187171202UNIT 99/99/999911,000$110.0K<0.1%–
Black Spade Acquisition CoG11537126UNIT 99/99/999911,000$110.0K<0.1%–
PWP Forward Acquisition Corp74709Q200UNIT 03/10/202611,000$108.0K<0.1%–
Mountain & Co I Acquisitn CoG6301J120UNIT 11/04/202610,100$103.0K<0.1%–
Fintech Ecosystem Deve318136207UNIT 04/01/202610,000$102.0K<0.1%–
Esgen Acquisition CorpG3R95N129UNIT 10/18/202610,100$102.0K<0.1%–
RMCORoyalty Management Holding CorpCLASS A COM10,000$101.0K<0.1%History
CMCUFPiermont Valley Acquisition CorpUNIT 01/01/202610,000$101.0K<0.1%History
Innovative Intl Acqusitin CoG4809M117UNIT 10/26/202610,100$101.0K<0.1%–
Tlgy Acquisition CorpG8656T117UNIT 99/99/999910,000$101.0K<0.1%–
Colicity Inc194170205UNIT 02/24/202610,095$100.0K<0.1%–
Blue Ocean Acquisition CorpG1330L113UNIT 12/02/202610,000$100.0K<0.1%–