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Ancora Advisors, LLC

SEC CIK
0001446114
Latest filing
Aug 14, 2026

Holdings in Q1 2023

Holdings as of Mar 31, 2023, filed May 16, 2023. Long positions only; changes compare share counts with Q4 2022.

Institution overview
Positions
1,951
−139 vs. Q4 2022
Portfolio value
$3.51B
+$67.3M (+2.0%) vs. Q4 2022
Filed
May 16, 2023
SEC
Holdings of Ancora Advisors, LLC in Q1 2023
SecurityClassSharesValue% of portfolioShare changeActionHistory
CTOCTO Realty Growth, Inc.COM391,912$6.76M0.2%+39,768+11.3%AddedHistory
PLAYDave & Buster's Entertainment, Inc.COM183,780$6.76M0.2%+51,830+39.3%AddedHistory
Vanguard Morningstar Total Stock Market ETF922908769ETF33,008$6.74M0.2%−592−1.8%Reduced–
BXBlackstone Inc.COM75,743$6.65M0.2%−1,435−1.9%ReducedHistory
RXORXO, Inc.COMMON STOCK334,423$6.57M0.2%+7,340+2.2%AddedHistory
OROR Royalties Inc.COM409,703$6.48M0.2%−179,770−30.5%ReducedHistory
VVisa Inc.Stock28,286$6.38M0.2%+788+2.9%AddedHistory
DISWalt Disney CoStock63,232$6.33M0.2%+392+0.6%AddedHistory
Dimensional ETF Trust25434V872CORE FIXE IN ETF148,951$6.33M0.2%+50,377+51.1%Added–
ABTAbbott LaboratoriesStock61,522$6.23M0.2%+484+0.8%AddedHistory
Vanguard Scottsdale FDS92206C409SHRT TRM CORP BD81,591$6.22M0.2%+44,289+118.7%Added–
BKNGBooking Holdings Inc.Stock2,303$6.11M0.2%−197−7.9%ReducedHistory
Invesco QQQ Trust Series I46090E103ETF19,002$6.10M0.2%−93−0.5%Reduced–
RSTK Regional Brands Inc ComRGBDMERLICOM388,952$6.05M0.2%00.0%Unchanged–
VanEck ETF Trust92189F700AGRIBUSINESS ETF69,597$6.05M0.2%−368−0.5%Reduced–
Wayne SVGS Bancshares Inc94624Q101COM218,568$6.01M0.2%00.0%Unchanged–
IAUiShares Gold TrustETF159,465$5.96M0.2%00.0%UnchangedHistory
NVDANVIDIA CorpStock21,361$5.93M0.2%+1,471+7.4%AddedHistory
CMCSAComcast CorpStock155,389$5.89M0.2%+299+0.2%AddedHistory
Vanguard Morningstar Value ETF922908744ETF42,380$5.85M0.2%+528+1.3%Added–
GDENNew Royal Holdco I Inc.COM132,428$5.76M0.2%+113,248+590.4%AddedHistory
UNPUnion Pacific CorpStock28,584$5.75M0.2%+1,295+4.7%AddedHistory
ACAArcosa, Inc.COM90,434$5.71M0.2%+1,630+1.8%AddedHistory
WWWWolverine World Wide IncCOM331,249$5.65M0.2%−19,253−5.5%ReducedHistory
WMTWalmart Inc.Stock38,277$5.64M0.2%+2,835+8.0%AddedHistory
MDUMdu Resources Group IncStock184,116$5.61M0.2%+12,900+7.5%AddedHistory
Vanguard Materials ETF92204A801ETF31,552$5.61M0.2%00.0%Unchanged–
VVVValvoline IncCOM160,140$5.60M0.2%+100+0.1%AddedHistory
Vanguard Morningstar Small-Cap ETF922908751ETF29,516$5.60M0.2%−227−0.8%Reduced–
EHABEnhabit, Inc.COM401,410$5.58M0.2%−20,870−4.9%ReducedHistory
ZTSZoetis Inc.Stock32,961$5.49M0.2%−608−1.8%ReducedHistory
SBUXStarbucks CorpStock51,943$5.41M0.2%−625−1.2%ReducedHistory
GLPIGaming & Leisure Properties, Inc.COM101,924$5.31M0.2%−4,280−4.0%ReducedHistory
EPDEnterprise Products Partners L.P.Stock203,936$5.28M0.2%+2,488+1.2%AddedHistory
CHXChampionX CorpCOM194,036$5.26M0.2%−79,360−29.0%ReducedHistory
WisdomTree Tr97717X669US QTLY DIV GRT83,921$5.23M0.1%−60,145−41.7%Reduced–
RSGRepublic Services, Inc.COM38,356$5.19M0.1%+2,045+5.6%AddedHistory
iShares Core MSCI Total International Stock ETF46432F834ETF83,456$5.17M0.1%−44,936−35.0%Reduced–
ULUnilever PLCSPON ADR NEW99,026$5.14M0.1%−3,013−3.0%ReducedHistory
MCKMcKesson CorpStock14,389$5.12M0.1%−453−3.1%ReducedHistory
PRMWPrimo Water CorpCOM331,550$5.09M0.1%−92,470−21.8%ReducedHistory
CNNECannae Holdings, Inc.COM248,890$5.02M0.1%−45,030−15.3%ReducedHistory
HLMNHillman Solutions Corp.COM572,830$4.82M0.1%+121,350+26.9%AddedHistory
AEMAgnico Eagle Mines LtdStock90,535$4.61M0.1%+47,929+112.5%AddedHistory
OGNOrganon & Co.Stock195,621$4.60M0.1%−110,548−36.1%ReducedHistory
Invesco Exch Traded FD Tr II46138G698S&P 500 REVENUE60,092$4.57M0.1%−508−0.8%Reduced–
Invesco Exchange Traded FD T46137V357S&P500 EQL WGT31,401$4.54M0.1%−52−0.2%Reduced–
VZVerizon Communications IncStock115,553$4.49M0.1%+466+0.4%AddedHistory
PSXPhillips 66Stock44,083$4.47M0.1%−513−1.2%ReducedHistory
MRKMerck & Co., Inc.Stock41,951$4.46M0.1%+135+0.3%AddedHistory
LOWLowes Companies IncStock21,054$4.21M0.1%+36+0.2%AddedHistory
CSXCSX CorpStock139,750$4.18M0.1%−3,277−2.3%ReducedHistory
iShares Russell 1000 Growth ETF464287614ETF17,047$4.17M0.1%−188−1.1%Reduced–
VOYAVoya Financial, Inc.COM57,456$4.11M0.1%+100+0.2%AddedHistory
NEENextera Energy IncStock52,663$4.06M0.1%+2,495+5.0%AddedHistory
SPHRSphere Entertainment Co.CL A68,295$4.03M0.1%+44,810+190.8%AddedHistory
BATRKAtlanta Braves Holdings, Inc.COM C BRAVES GRP117,150$3.95M0.1%−700−0.6%ReducedHistory
MDTMedtronic plcStock48,435$3.90M0.1%+4,219+9.5%AddedHistory
PHParker-Hannifin CorpStock11,396$3.83M0.1%−649−5.4%ReducedHistory
KDKyndryl Holdings, Inc.Stock258,444$3.81M0.1%+258,245+129,771.4%AddedHistory
Schwab International Equity ETF808524805ETF109,096$3.80M0.1%−6,187−5.4%Reduced–
RELLRichardson Electronics, Ltd.COM169,679$3.79M0.1%+111,750+192.9%AddedHistory
NRIMNorthrim Bancorp IncCOM79,641$3.76M0.1%+23,945+43.0%AddedHistory
SHWSherwin Williams CoCOM16,655$3.74M0.1%+751+4.7%AddedHistory
Starz Entertainment Corp535919500CL B NON VTG356,580$3.70M0.1%+356,580New–
NGVTIngevity CorpCOM50,934$3.64M0.1%−85,220−62.6%ReducedHistory
TJXTJX Companies IncStock46,340$3.63M0.1%−641−1.4%ReducedHistory
DSGRDistribution Solutions Group, Inc.COM79,657$3.62M0.1%+200.0%AddedHistory
ORCLOracle CorpStock38,376$3.57M0.1%−17,619−31.5%ReducedHistory
PHYSSprott Physical Gold TrustPHYSICAL GOLD TR230,193$3.56M0.1%−500−0.2%ReducedHistory
CVCOCavco Industries, Inc.COM11,155$3.54M0.1%−3,050−21.5%ReducedHistory
GRCGorman Rupp CoCOM140,110$3.50M0.1%00.0%UnchangedHistory
TDGTransDigm Group INCCOM4,725$3.48M0.1%+43+0.9%AddedHistory
HHCHoward Hughes CorpCOM43,200$3.46M0.1%−430−1.0%ReducedHistory
THRYThryv Holdings, Inc.COM NEW149,809$3.45M0.1%+31,270+26.4%AddedHistory
Schwab US Aggregate Bond ETF808524839ETF73,616$3.45M0.1%−3,452−4.5%Reduced–
EXEExpand Energy CorpCOM44,450$3.38M0.1%−430−1.0%ReducedHistory
CTSHCognizant Technology Solutions CorpCL A55,218$3.36M0.1%+6,041+12.3%AddedHistory
iShares Tr464288869MICRO-CAP ETF32,105$3.36M0.1%−31−0.1%Reduced–
ESABESAB CorpCOM56,735$3.35M0.1%+1,220+2.2%AddedHistory
iShares Inc46434G764MSCI EMRG CHN67,533$3.33M0.1%−281−0.4%Reduced–
PSTLPostal Realty Trust, Inc.CL A215,777$3.28M0.1%−13,295−5.8%ReducedHistory
KKellanovaStock48,410$3.24M0.1%+47,580+5,732.5%AddedHistory
TAT&T Inc.Stock166,651$3.21M0.1%−4,273−2.5%ReducedHistory
INSEInspired Entertainment, Inc.COM246,599$3.15M0.1%−16,062−6.1%ReducedHistory
NOCNorthrop Grumman CorpStock6,798$3.14M0.1%+3,361+97.8%AddedHistory
State Street Energy Select Sector SPDR ETF81369Y506ETF36,716$3.04M0.1%+2,681+7.9%Added–
ITGartner IncCOM9,110$2.97M0.1%+42+0.5%AddedHistory
PWPPerella Weinberg PartnersCLASS A COM317,708$2.89M0.1%−28,300−8.2%ReducedHistory
BABoeing CoStock13,351$2.84M0.1%−267−2.0%ReducedHistory
USBUS Bancorp DECOM NEW78,251$2.82M0.1%+17,660+29.1%AddedHistory
PGRProgressive CorpStock19,669$2.81M0.1%+54+0.3%AddedHistory
SJMJ M SMUCKER CoStock17,473$2.75M0.1%−793−4.3%ReducedHistory
BDXBecton Dickinson & CoStock11,067$2.74M0.1%+109+1.0%AddedHistory
JBTMJBT Marel CorpCOM25,000$2.73M0.1%+7,340+41.6%AddedHistory
BRBRBellring Brands, Inc.Stock79,910$2.72M0.1%00.0%UnchangedHistory
ENOVEnovis CORPCOM50,063$2.68M0.1%+80+0.2%AddedHistory
MOAltria Group, Inc.Stock59,487$2.65M0.1%+1,187+2.0%AddedHistory
AGSPlayAGS, Inc.COM370,890$2.65M0.1%+370,890NewHistory
Vanguard Ftse All-World Ex-US Index Fund922042775ETF49,049$2.62M0.1%−17,050−25.8%Reduced–

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 2023
SecurityClassPutsCalls
ProShares Tr74348A950PUT$4.45M–
iShares Tr464287955PUT$2.30M$110.2K
Invesco QQQ Tr46090E953PUT$2.12M–
SPDR Dow Jones Indl Average78467X959PUT$779.7K–
SPDR Series Trust78464A954PUT$667.5K–
SPX Corp784635954PUT$641.0K–
iShares Tr464287957PUT$505.9K–
SPDR S&P 500 ETF Tr78462F953PUT$495.0K–
Hunt J B Trans Svcs Inc445658957PUT$456.0K–
iShares Tr464287952PUT$452.0K–
Invesco Exchange Traded FD T46137V952PUT$413.8K–
Select Sector SPDR Tr81369Y954PUT$345.0K–
ProShares Tr74347W950II PUT–$319.7K
SPDR S&P 500 ETF Tr78462F903CALL–$317.6K
Expeditors Intl Wash Inc302130959PUT$310.1K–
Select Sector SPDR Tr81369Y957PUT$268.7K–
Green Plains Partners LP393221956PUT$252.1K–
Ashland Global Hldgs Inc044186954PUT$237.3K–
C H Robinson Worldwide Inc12541W959PUT$198.1K–
Select Sector SPDR Tr81369Y950PUT$164.9K–
CSX Corp126408953PUT$144.0K–
United Parcel Service Inc911312956PUT$134.8K–
United STS Gasoline FD LP91201T902CALL–$85.0K
United STS Gasoline FD LP91201T952PUT$85.0K–
Union Pac Corp907818958PUT$83.8K–
Berry Global Group Inc08579W953COM$77.0K–
iShares Tr464287950PUT$72.4K–
Royal Caribbean GroupV7780T953COM$41.4K–
iShares Tr464288953PUT$35.0K–
XND 221230C0011500062877D101CALL–$34.6K
iShares Tr464288954PUT$30.0K–
Pitney Bowes Inc724479950PUT$24.6K–
B. Riley Financial Inc05580M958PUT$24.0K–
First Rep BK San Francisco C33616C950PUT$21.6K–
Skechers U S A Inc830566905CALL–$15.8K
iShares Tr464288950PUT$15.0K–
Ritchie Bros Auctioneers767744955PUT$15.0K–
Lululemon Athletica Inc550021909CALL–$10.8K
Diebold Inc253651953PUT–$5.25K
Select Sector SPDR Tr81369Y955put$4.40K–
iShares Tr464288903CALL–$3.40K
Mueller WTR Prods Inc624758958PUT$1.54K–
Lululemon Athletica Inc550021959PUT$870–
Skechers U S A Inc830566955PUT$375–

Sold out since Q4 2022 (323)

Positions held at the end of Q4 2022 that are gone from this filing.

The largest 100 of 323 by value last quarter.

Positions of Ancora Advisors, LLC sold out since Q4 2022
SecurityClassShares in Q4 2022Value in Q4 2022% of portfolio in Q4 2022History
IAAIAA, Inc.COM4,691,033$187.6M5.5%History
OIO-I Glass, Inc.COM1,394,558$23.1M0.7%History
AVDXAvidXchange Holdings, Inc.COM1,087,866$10.8M0.3%History
NFYSEnphys Acquisition Corp.CL A ORD SHS499,857$5.01M0.1%History
ZIMVZimVie Inc.Stock426,683$3.98M0.1%History
PBPBPotbelly CorpCOM631,267$3.52M0.1%History
RILYBRC Group Holdings, Inc.COM51,565$1.76M0.1%History
JBGSJBG Smith PropertiesCOM72,990$1.39M<0.1%History
VSXYVictoria's Secret & Co.COMMON STOCK38,060$1.36M<0.1%History
Digital Transformatn Opt Cor25401K107CLASS A COM120,240$1.21M<0.1%–
NABLN-able, Inc.COMMON STOCK105,980$1.09M<0.1%History
FWRDForward Air CorpCOM9,900$1.04M<0.1%History
ROSSBPGC Acquisition Corp.SHS CL A102,530$1.04M<0.1%History
SCAQStratim Cloud Acquisition Corp.CLASS A COM102,500$1.03M<0.1%History
PCBPCB BancorpCOM54,400$962.0K<0.1%History
KBALKimball International IncCL B139,908$909.0K<0.1%History
GOROGoldgroup Mining Inc.COM541,200$828.0K<0.1%History
ACAHAtlantic Coastal Acquisition Corp.CLASS A COM82,031$822.0K<0.1%History
Mason Industrial Technolgy I57520Y106COM CL A73,806$738.0K<0.1%–
Envoy Medical, Inc.03737A101COM CL A63,899$645.0K<0.1%–
THCPThunder Bridge Capital Partners IV, Inc.CLASS A COM63,480$632.0K<0.1%History
ACGLArch Capital Group Ltd.Stock9,234$580.0K<0.1%History
WFC.PLWells Fargo & CompanyPERP PFD CNV A477$565.0K<0.1%History
AEAdams Resources & Energy, Inc.COM NEW14,401$560.0K<0.1%History
CCRDCoreCard CorpCOM17,730$514.0K<0.1%History
LFCRLifecore Biomedical, Inc.COM77,551$502.0K<0.1%History
TLYSTilly's, Inc.CL A54,780$496.0K<0.1%History
FZTFAST Acquisition Corp. IICL A49,000$490.0K<0.1%History
Interprivate IV Infratech PR46064T102CLASS A COM48,368$490.0K<0.1%–
KTCCKey Tronic CorpCOM98,493$426.0K<0.1%History
HWELHealthwell Acquisition Corp. ICLASS A COM42,482$421.0K<0.1%History
GX Acquisition Corp II36260F105CLASS A COM38,511$385.0K<0.1%–
NRGNRG Energy, Inc.Stock10,920$347.0K<0.1%History
LOCCLive Oak Crestview Climate Acquisition Corp.CL A COM34,900$347.0K<0.1%History
Metals Acquisition CorpG60405100SHS CL A34,077$341.0K<0.1%–
UGIUgi CorpStock8,844$328.0K<0.1%History
SMLRSemler Scientific, Inc.COM9,810$324.0K<0.1%History
MDH Acquisition Corp55283P106COM CL A31,817$319.0K<0.1%–
African Gold Acquisition CorG0112R108SHS CL A30,000$301.0K<0.1%–
Colombier Acquisition Corp19533H108CL A29,144$290.0K<0.1%–
FSNBFusion Acquisition Corp. IICOM CL A28,428$285.0K<0.1%History
BMACBlack Mountain Acquisition Corp.CL A COM26,598$271.0K<0.1%History
CODACoda Octopus Group, Inc.COM NEW38,443$264.0K<0.1%History
Inflection Point Acqustn CorG47874121CLASS A ORD26,299$264.0K<0.1%–
Unit Corp909218406COM4,500$260.0K<0.1%–
HAYNHaynes International IncCOM NEW5,640$258.0K<0.1%History
Eg Acquisition Corp26846A100COM CL A25,157$251.0K<0.1%–
ALTIAlTi Global, Inc.CL A SHS21,583$236.0K<0.1%History
KLICKulicke & Soffa Industries IncCOM5,020$222.0K<0.1%History
Tech and Energy Transition87823R102CLASS A COM22,155$222.0K<0.1%–
CNDAConcord Acquisition Corp IICOM CL A22,050$219.0K<0.1%History
HWKZHawks Acquisition CorpCL A19,698$197.0K<0.1%History
LanzaTech Global, Inc.00166R100CLASS A COM18,200$182.0K<0.1%–
AEONAEON Biopharma, Inc.CL A16,770$169.0K<0.1%History
Alpha Healthcare Acqu Corp I02073F104CLASS A COM15,572$154.0K<0.1%–
Forum Merger IV Corp349875104CLASS A COM15,000$151.0K<0.1%–
NewHold Investment Corp. II651450108COM CL A15,000$151.0K<0.1%–
FIXComfort Systems USA IncCOM1,275$147.0K<0.1%History
KEKimball Electronics, Inc.Stock6,353$144.0K<0.1%History
TROWPrice T Rowe Group IncStock1,190$130.0K<0.1%History
AANAaron's Company, Inc.COM10,840$130.0K<0.1%History
FENCFennec Pharmaceuticals Inc.COM12,245$118.0K<0.1%History
SPXCSPX Technologies, Inc.COM1,750$115.0K<0.1%History
MultiSensor AI Holdings, Inc.84921J108COM11,130$114.0K<0.1%–
HCVIRed Rock Acquisition Corp.CLASS A COM10,000$99.0K<0.1%History
Aurora Acquisition CorpG0698L103CLASS A ORD SHS9,000$91.0K<0.1%–
FATPFat Projects Acquisition CorpCLASS A ORD SHS9,000$91.0K<0.1%History
ProShares Tr74347B508DJ BRKFLD GLB2,014$90.0K<0.1%–
SF.PDStifel Financial CorpCOM5,350$87.0K<0.1%History
ESIElement Solutions IncCOM4,705$86.0K<0.1%History
Noble Rock Acquisition CorpG6546R101CL A SHS8,000$81.0K<0.1%–
Pine Technology Acquisitn Co722850104CLASS A COM8,104$81.0K<0.1%–
Axonprime Infrstctr Aqstn Co05467C108CLASS A COM7,500$74.0K<0.1%–
Far Peak Acquisition CorpG3312L103SHS CL A7,000$70.0K<0.1%–
TWCBBilander Acquisition Corp.CL A COM7,100$70.0K<0.1%History
Alps ETF Tr00162Q379OSHARES EUR QLT2,500$59.0K<0.1%–
RTORentokil Initial PLCSPONSORED ADR1,884$58.0K<0.1%History
CYCUCycurion, Inc.COM4,800$55.0K<0.1%History
Accretion Acquisition Corp00438Y107COM5,400$54.0K<0.1%–
Silver Spike Acquisitn CorpG8201H105CLASS A ORD SHS5,278$53.0K<0.1%–
Viscogliosi Bros Acquistn Co92838K100COMMON STOCK5,000$51.0K<0.1%–
B Riley Prin 250 Merger Corp05602L104CLASS A COM5,000$50.0K<0.1%–
WPCBWarburg Pincus Capital Corp I-BSHS CL A5,000$50.0K<0.1%History
WPCAWarburg Pincus Capital Corp I-ASHS CL A5,000$50.0K<0.1%History
G Squared Ascend I IncG4204R109SHS CL A4,727$48.0K<0.1%–
Twelve Seas Investment Co. II90118T106COM CL A4,149$42.0K<0.1%–
ARIZArisz Acquisition Corp.COMMON STOCK4,000$40.0K<0.1%History
DUK.PADuke Energy CORPCOM1,620$38.0K<0.1%History
Khosla Ventures Acquisition482504107CL A3,710$37.0K<0.1%–
Churchill Capital Corp V17144T107COM CL A3,605$36.0K<0.1%–
ZLSZalatoris II Acquisition CorpCLASS A ORD3,072$31.0K<0.1%History
ADRTAult Disruptive Technologies CorpCOM3,000$31.0K<0.1%History
SNPSSynopsys IncCOM94$30.0K<0.1%History
Fusion Acquisition Corp. II36118N201UNIT 02/29/20283,000$30.0K<0.1%–
CCVIChurchill Capital Corp VICOM CL A3,006$30.0K<0.1%History
PEGRProject Energy Reimagined Acquisition Corp.CLASS A ORD3,000$30.0K<0.1%History
Burtech Acquisition Corp123013104CLASS A COM3,000$30.0K<0.1%–
DUETDUET Acquisition Corp.CLASS A COM3,000$30.0K<0.1%History
TCOAZalatoris Acquisition Corp.COM CL A3,000$30.0K<0.1%History
FCRDFirst Eagle Alternative Capital BDC, Inc.COM6,158$26.0K<0.1%History