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Ancora Advisors, LLC

SEC CIK
0001446114
Latest filing
Aug 14, 2026

Holdings in Q1 2024

Holdings as of Mar 31, 2024, filed May 16, 2024. Long positions only; changes compare share counts with Q4 2023.

Institution overview
Positions
1,816
+65 vs. Q4 2023
Portfolio value
$4.37B
+$154.2M (+3.7%) vs. Q4 2023
Filed
May 16, 2024
SEC
Holdings of Ancora Advisors, LLC in Q1 2024
SecurityClassSharesValue% of portfolioShare changeActionHistory
NSCNorfolk Southern CorpStock825,571$210.4M4.8%+468,374+131.1%AddedHistory
RBARB Global Inc.COM2,457,898$187.2M4.3%−634,908−20.5%ReducedHistory
ELANElanco Animal Health IncCOM10,641,194$173.2M4.0%+143,326+1.4%AddedHistory
Vanguard S&P 500 ETF922908363ETF268,501$129.1M3.0%−993−0.4%Reduced–
AVGOBroadcom Inc.Stock78,065$103.5M2.4%−1,385−1.7%ReducedHistory
BERYBerry Global Group, Inc.COM1,701,163$102.9M2.4%+269,041+18.8%AddedHistory
AAPLApple Inc.Stock589,090$101.0M2.3%+4,330+0.7%AddedHistory
MSFTMicrosoft CorpStock237,780$100.0M2.3%+999+0.4%AddedHistory
GPREGreen Plains Inc.COM3,910,058$90.4M2.1%−121,000−3.0%ReducedHistory
iShares Tr464287150CORE S&P TTL STK583,339$67.3M1.5%+28,841+5.2%Added–
ABBVAbbVie Inc.Stock349,599$63.7M1.5%+23,621+7.2%AddedHistory
ETNEaton Corp plcStock197,755$61.8M1.4%−276−0.1%ReducedHistory
JPMorgan Ultra-Short Income ETF46641Q837ETF1,210,459$61.1M1.4%+2,765+0.2%Added–
JPMJPMorgan Chase & CoStock303,966$60.9M1.4%+3,619+1.2%AddedHistory
UNHUnitedHealth Group IncStock115,584$57.2M1.3%+7,361+6.8%AddedHistory
AMZNAmazon Com IncStock309,642$55.9M1.3%+150,882+95.0%AddedHistory
CVXChevron CorpStock315,723$49.8M1.1%+10,345+3.4%AddedHistory
iShares Core S&P 500 ETF464287200ETF93,041$48.9M1.1%+1,016+1.1%Added–
HDHome Depot, Inc.Stock121,034$46.4M1.1%+1,170+1.0%AddedHistory
KSSKOHLS CorpStock1,574,627$45.9M1.1%−611,682−28.0%ReducedHistory
EOGEOG Resources IncStock358,236$45.8M1.0%+6,723+1.9%AddedHistory
JNJJohnson & JohnsonStock281,207$44.5M1.0%−18,715−6.2%ReducedHistory
BRK.BBerkshire Hathaway IncStock102,516$43.1M1.0%−905−0.9%ReducedHistory
MWAMueller Water Products, Inc.COM SER A2,673,478$43.0M1.0%−471,518−15.0%ReducedHistory
HONHoneywell International IncCOM204,409$42.0M1.0%+316+0.2%AddedHistory
ACNAccenture plcStock119,261$41.3M0.9%+3,497+3.0%AddedHistory
HLITHarmonic Inc.COM2,927,883$39.4M0.9%−1,127,510−27.8%ReducedHistory
GDGeneral Dynamics CorpStock134,868$38.1M0.9%+15,904+13.4%AddedHistory
Vanguard Short-Term Bond ETF921937827ETF490,328$37.6M0.9%−4,056−0.8%Reduced–
HLIHoulihan Lokey, Inc.CL A285,527$36.6M0.8%+3,782+1.3%AddedHistory
CVSCVS Health CorpStock446,010$35.6M0.8%−4,112−0.9%ReducedHistory
PGProcter & Gamble CoStock215,736$35.0M0.8%+1,201+0.6%AddedHistory
METAMeta Platforms, Inc.Stock62,854$30.5M0.7%−45,853−42.2%ReducedHistory
BACBank of America CorpStock804,564$30.5M0.7%+60,622+8.1%AddedHistory
MCDMcDonalds CorpStock105,633$29.8M0.7%+2,438+2.4%AddedHistory
KKellanovaStock507,269$29.1M0.7%+120,677+31.2%AddedHistory
CZRCaesars Entertainment, Inc.COM631,523$27.6M0.6%+397,448+169.8%AddedHistory
MARMarriott International IncStock99,578$25.1M0.6%+1,025+1.0%AddedHistory
GOOGAlphabet Inc.Stock163,600$24.9M0.6%−412−0.3%ReducedHistory
WYWeyerhaeuser CoCOM NEW667,242$24.0M0.5%+9,481+1.4%AddedHistory
BLKBlackRock, Inc.COM27,140$22.6M0.5%+146+0.5%AddedHistory
MDUMdu Resources Group IncStock889,676$22.4M0.5%+39,470+4.6%AddedHistory
CXTCrane NXT, Co.COM320,085$19.8M0.5%+16,740+5.5%AddedHistory
Schwab U.S. Large-Cap ETF808524201ETF301,691$18.7M0.4%−9,635−3.1%Reduced–
NKENIKE, Inc.Stock183,325$17.2M0.4%−8,720−4.5%ReducedHistory
NVDANVIDIA CorpStock19,006$17.2M0.4%+1,960+11.5%AddedHistory
FBINFortune Brands Innovations, Inc.COM198,547$16.8M0.4%−1,254−0.6%ReducedHistory
DTMDT Midstream, Inc.COMMON STOCK273,212$16.7M0.4%−420−0.2%ReducedHistory
ALITAlight, Inc. / DelawareCOM CL A1,668,788$16.4M0.4%+285,179+20.6%AddedHistory
LINLinde PLCStock34,975$16.2M0.4%+1,907+5.8%AddedHistory
MBCMasterBrand, Inc.COMMON STOCK842,109$15.8M0.4%−146,424−14.8%ReducedHistory
AMTAmerican Tower CorpREIT79,863$15.8M0.4%+16,711+26.5%AddedHistory
Invesco Nasdaq 100 ETF46138G649ETF86,356$15.8M0.4%+1,910+2.3%Added–
VanEck Morningstar Wide Moat ETF92189F643ETF173,250$15.6M0.4%+43,234+33.3%Added–
VEEVVeeva Systems IncStock67,036$15.5M0.4%−6,807−9.2%ReducedHistory
PPLIPeople IncCOM NEW288,623$15.4M0.4%+128,000+79.7%AddedHistory
WHWyndham Hotels & Resorts, Inc.COM199,521$15.3M0.4%+1,635+0.8%AddedHistory
Vanguard Morningstar Small-Cap Value ETF922908611ETF79,802$15.3M0.4%+3,247+4.2%Added–
MAMastercard IncStock31,458$15.1M0.3%+120+0.4%AddedHistory
APGAPi Group CorpCOM STK383,461$15.1M0.3%−32,760−7.9%ReducedHistory
COSTCostco Wholesale CorpStock20,090$14.7M0.3%−180−0.9%ReducedHistory
PEPPepsiCo IncStock81,464$14.3M0.3%+817+1.0%AddedHistory
CRCrane CoCOMMON STOCK104,370$14.1M0.3%−1,700−1.6%ReducedHistory
GOOGLAlphabet Inc.Stock91,751$13.8M0.3%−2,042−2.2%ReducedHistory
Invesco Exch Traded FD Tr II46138G664S&P SMALLCAP 600318,289$13.6M0.3%+7,849+2.5%Added–
iShares Core S&P Mid-Cap ETF464287507ETF221,813$13.5M0.3%+4,788+2.2%AddedConverted for a 5-for-1 split–
Royal Oak Realty Trust I NC11899N308LP202,713$13.1M0.3%+182,390+897.5%Added–
VNTVontier CorpStock283,655$12.9M0.3%−6,420−2.2%ReducedHistory
Vanguard Index FDS922908652EXTEND MKT ETF73,034$12.8M0.3%+30.0%Added–
iShares Core MSCI Eafe ETF46432F842ETF167,871$12.5M0.3%+9,091+5.7%Added–
RTXRTX CorpStock127,716$12.5M0.3%−697−0.5%ReducedHistory
VSTVistra Corp.Stock170,781$11.9M0.3%−95,840−35.9%ReducedHistory
CNNECannae Holdings, Inc.COM512,233$11.4M0.3%+72,978+16.6%AddedHistory
Vanguard Dividend Appreciation ETF921908844ETF62,272$11.4M0.3%+4,725+8.2%Added–
iShares Core S&P Small Cap ETF464287804ETF97,486$10.8M0.2%+15,537+19.0%Added–
NOMDNomad Foods LtdUSD ORD SHS549,825$10.8M0.2%+2,555+0.5%AddedHistory
Vanguard Morningstar Mid-Cap ETF922908629ETF42,519$10.6M0.2%+3,492+8.9%Added–
Simplify Exchange Traded Fun82889N657SHORT TERM TREA483,500$10.6M0.2%+100,000+26.1%Added–
Vanguard Real Estate ETF922908553ETF122,158$10.6M0.2%−1,061−0.9%Reduced–
SPYSPDR S&P 500 ETF TrustETF19,910$10.4M0.2%−2,027−9.2%ReducedHistory
AMGNAmgen IncStock36,604$10.4M0.2%−915−2.4%ReducedHistory
KVUEKenvue Inc.Stock484,360$10.4M0.2%+20,406+4.4%AddedHistory
XOMExxonMobil Holdings CorpCOM89,060$10.4M0.2%+2,483+2.9%AddedHistory
iShares MSCI USA Min Vol Factor ETF46429B697ETF123,845$10.4M0.2%−5,040−3.9%Reduced–
iShares Tr4642874571 3 YR TREAS BD125,051$10.2M0.2%−1,001−0.8%Reduced–
PRMWPrimo Water CorpCOM560,715$10.2M0.2%−24,580−4.2%ReducedHistory
VVisa Inc.Stock36,130$10.1M0.2%+2,122+6.2%AddedHistory
ARMKAramarkCOM309,180$10.1M0.2%+125,390+68.2%AddedHistory
QCOMQualcomm IncStock57,896$9.80M0.2%−10,085−14.8%ReducedHistory
BXBlackstone Inc.COM74,256$9.75M0.2%−1,111−1.5%ReducedHistory
AGMFederal Agricultural Mortgage CorpCL C49,284$9.70M0.2%−3,658−6.9%ReducedHistory
KDKyndryl Holdings, Inc.Stock442,280$9.62M0.2%−1,700−0.4%ReducedHistory
iShares Tr46434V613CORE UNIVRSL USD207,048$9.44M0.2%+21,553+11.6%Added–
JXNJackson Financial Inc.COM CL A142,220$9.41M0.2%−20,917−12.8%ReducedHistory
Dimensional ETF Trust25434V724US MKTWIDE VALUE228,060$9.33M0.2%−94,453−29.3%Reduced–
PCHPotlatchdeltic CorpCOM189,880$8.93M0.2%+30,550+19.2%AddedHistory
LHXL3HARRIS Technologies, Inc.Stock40,719$8.68M0.2%−1,790−4.2%ReducedHistory
Vanguard Ftse Developed Markets ETF921943858ETF164,548$8.26M0.2%+2,897+1.8%Added–
Vanguard Morningstar Total Stock Market ETF922908769ETF31,698$8.24M0.2%−4,081−11.4%Reduced–
Kraneshares Trust500767652MOUNT LUCAS ETF275,461$8.23M0.2%−5,190−1.8%Reduced–

Options (52)

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 2024
SecurityClassPutsCalls
Select Sector SPDR Tr81369Y904CALL–$12.6M
ProShares Tr74348A950PUT$3.67M–
iShares Tr464287955PUT$2.48M–
Elanco Animal Health Inc28414H903CALL–$2.08M
Caesars Entertainment Inc Ne12769G900CALL–$1.88M
Kohls Corp500255904CALL–$1.67M
Berry Global Group Inc08579W903CALL–$1.56M
Norfolk Southn Corp655844908CALL–$947.1K
ProShares Tr74348A900CALL–$871.4K
Amazon Com Inc023135906CALL–$704.4K
Select Sector SPDR Tr81369Y954PUT$391.0K–
Facebook Inc30303M902CALL–$329.9K
Veeva Sys Inc922475908CALL–$220.2K
Pitney Bowes Inc724479900CALL–$202.5K
RB Global Inc74935Q957PUT$146.7K–
Green Plains Partners LP393221906CALL–$125.0K
CSX Corp126408953PUT$102.5K–
Old Dominion Freight Line IN679580950PUT$89.2K–
Arcbest Corp03937C955PUT$88.3K–
Select Sector SPDR Tr81369Y950PUT$88.0K–
United Parcel Service Inc911312956PUT$81.0K–
State Street Utilities Select Sector SPDR ETF81369Y886ETF–$73.0K
Kohls Corp500255954PUT$64.8K–
SPDR Series Trust78464A954PUT$61.0K–
Hunt J B Trans Svcs Inc445658957PUT$52.2K–
Direxion Shs ETF Tr25459Y957PUT$50.9K–
Uber Technologies Inc90353T950PUT$50.3K–
FedEx Corp31428X956PUT$39.0K–
ProShares Tr74347W900CALL–$38.0K
Caesars Entertainment Inc Ne12769G950COM$36.8K–
Icahn Enterprises LP451100901CALL–$34.2K
Winnebago Inds Inc974637950PUT$33.0K–
Listed FD Tr53656F959PUT$31.6K–
Harmonic Inc413160902CALL–$26.7K
VanEck Vectors ETF Tr92189F906CALL–$24.0K
Select Sector SPDR Tr81369Y955put$23.0K–
iShares Tr464287958PUT$19.2K–
Expedia Group Inc30212P953PUT$14.7K–
Select Sector SPDR Tr81369Y952COMMUNUNICATIONS$14.6K–
Comtech Telecommunications C205826909CALL–$13.5K
iShares Inc464286901CALL–$13.0K
Patrick Inds Inc703343953PUT$13.0K–
Apple Inc037833950PUT$8.36K–
iShares Tr464287952PUT$7.90K–
Lci Inds50189K903CALL$7.00K–
Invesco Exchange Traded FD T46137V952PUT$6.00K–
SPDR S&P 500 ETF Tr78462F953PUT$4.92K–
Sportsmans Whse Hldgs Inc84920Y956PUT$2.00K–
VanEck Vectors ETF Tr92189F956PUT$1.40K–
Digital Rlty Tr Inc253868953PUT$850–
New York Cmnty Bancorp Inc649445903CALL–$250
Sportsmans Whse Hldgs Inc84920Y906CALL–$250

Sold out since Q4 2023 (101)

Positions held at the end of Q4 2023 that are gone from this filing.

The largest 100 of 101 by value last quarter.

Positions of Ancora Advisors, LLC sold out since Q4 2023
SecurityClassShares in Q4 2023Value in Q4 2023% of portfolio in Q4 2023History
EHABEnhabit, Inc.COM1,444,386$14.9M0.4%History
Avon Protection PLCG06860103COM849,748$9.21M0.2%–
FWRDForward Air CorpCOM126,553$7.96M0.2%History
APPFAppfolio IncCOM CL A22,382$3.88M0.1%History
PIMCO ETF Tr72201R88225YR+ ZERO U S33,343$2.85M0.1%–
CNXCConcentrix CorpStock18,071$1.77M<0.1%History
UTMDUtah Medical Products IncCOM16,657$1.40M<0.1%History
First Tr Exchng Traded FD VI33740F755FT LADD BUFF ETF42,220$1.12M<0.1%–
XPOXPO, Inc.COM11,370$995.9K<0.1%History
NFGNational Fuel Gas CoStock16,300$817.8K<0.1%History
EIGEmployers Holdings, Inc.COM18,000$709.2K<0.1%History
USAPUniversal Stainless & Alloy Products IncCOM33,045$663.5K<0.1%History
FLICFirst of Long Island CorpCOM41,528$549.8K<0.1%History
ELFe.l.f. Beauty, Inc.COM3,228$465.9K<0.1%History
Ceres Farms LLC001466717LP464,108$464.1K<0.1%–
CMLSQCumulus Media IncCOM CL A74,080$394.1K<0.1%History
ARK Blockchain & Fintech Innovation ETF00214Q708ETF13,514$372.7K<0.1%–
CTRNCiti Trends IncCOM12,590$356.0K<0.1%History
Global X FDS37954Y715RBTCS ARTFL INTE12,374$352.7K<0.1%–
NATHNathans Famous, Inc.COM3,936$307.0K<0.1%History
ProShares Tr74347B169ONLINE RTL ETF8,512$307.0K<0.1%–
VRAVera Bradley, Inc.COM39,380$303.2K<0.1%History
EVCEntravision Communications CorpCL A69,407$289.4K<0.1%History
ICDIndependence Contract Drilling, Inc.COM107,143$262.5K<0.1%History
PMDPsychemedics CorpCOM NEW78,173$231.4K<0.1%History
UNGUnited States Natural Gas Fund, LPUNIT PAR44,089$223.5K<0.1%History
Alps ETF Tr00162Q205EQUAL SEC ETF1,002$109.8K<0.1%–
LMNRLimoneira COCOM4,901$101.1K<0.1%History
Pru Gia744366725COM75,211$87.2K<0.1%–
SIGSignet Jewelers LtdSHS700$75.1K<0.1%History
MGNIMagnite, Inc.COM8,000$74.7K<0.1%History
WORWorthington Enterprises, Inc.COM1,280$73.7K<0.1%History
URBNUrban Outfitters IncCOM1,579$56.4K<0.1%History
JMMNuveen Multi-Market Income FundCOM9,183$54.3K<0.1%History
DNPDNP Select Income Fund IncCOM5,500$46.6K<0.1%History
New York Life Investments Et45409B800MERGE ARBIT ETF1,300$40.8K<0.1%–
WWWW International, Inc.COM4,490$39.3K<0.1%History
UUnity Software Inc.COM900$36.8K<0.1%History
WSWorthington Steel, Inc.COM SHS1,280$36.0K<0.1%History
BHKBlackRock Core Bond TrustSHS BEN INT3,050$33.3K<0.1%History
BTGB2GOLD CorpCOM10,000$31.6K<0.1%History
BOILProShares Trust IIULTRA BLOOMBERG1,108$31.5K<0.1%History
SPLKSplunk IncCOM200$30.5K<0.1%History
NWNNorthwest Natural Holding CoCOM750$29.2K<0.1%History
JRSNuveen Real Estate Income FundCOM3,400$26.6K<0.1%History
MCYMercury General CorpCOM700$26.1K<0.1%History
PCNPIMCO Corporate & Income Strategy FundCOM2,000$24.8K<0.1%History
AIC3.ai, Inc.Stock830$23.8K<0.1%History
TTCToro CoCOM236$22.7K<0.1%History
MSTRStrategy IncStock31$19.6K<0.1%History
American Axle & Mfg Com240611038COM2,190$19.3K<0.1%–
First Tr Exchange-Traded FD337344105NASDAQ-100 SEL140$16.4K<0.1%–
GLXYGalaxy Digital Inc.Common1,925$15.1K<0.1%History
IRDMIridium Communications Inc.COM360$14.8K<0.1%History
VREXVarex Imaging CorpCOM630$12.9K<0.1%History
Invesco Exch Traded FD Tr II46138E362S&P500 HDL VOL268$11.4K<0.1%–
ENREnergizer Holdings, Inc.COM300$9.50K<0.1%History
iShares Tr46436E33820+ YEAR TR BD331$9.10K<0.1%–
ETF Managers Tr26924G508ETFMG ALTR HRVST2,426$7.84K<0.1%–
DARDarling Ingredients Inc.COM148$7.38K<0.1%History
CHPTChargePoint Holdings, Inc.COM CL A3,000$7.02K<0.1%History
ROKURoku, IncCOM CL A70$6.42K<0.1%History
CARSCars.com Inc.COM333$6.32K<0.1%History
HLHecla Mining CoCOM1,200$5.77K<0.1%History
DASHDoorDash, Inc.Stock57$5.64K<0.1%History
NJRNew Jersey Resources CorpStock124$5.53K<0.1%History
First Tr Exchange-Traded FD33739Q705FT VEST S&P 500100$5.17K<0.1%–
ETF Managers Tr26924G201PRIME CYBR SCRTY85$5.13K<0.1%–
Alliant Energy Corp Com188021083COM100$5.13K<0.1%–
iShares Tr46435G326CORE MSCI INTL54$3.44K<0.1%–
BYDDFBYD Co LtdCOM100$2.75K<0.1%History
First Tr Exchange-Traded FD33734X846NASDAQ CYB ETF50$2.69K<0.1%–
iShares Tr46434V647GLOBAL REIT ETF97$2.35K<0.1%–
Paramount Resources Ltd Cl A699320206COM106$2.08K<0.1%–
WisdomTree Tr97717W315EMER MKT HIGH FD51$2.08K<0.1%–
Tidal Tr II Defiance88636J832S&P 500104$1.87K<0.1%–
BITWBitwise 10 Crypto Index ETFUNIT BENEFICIAL56$1.30K<0.1%History
iShares U S ETF Tr46431W598BLOOMBERG ROLL24$1.13K<0.1%–
Invesco Exch Traded FD Tr II46138E784EMRNG MKT SVRG50$1.03K<0.1%–
Fintech Ecosystem Deve318136124RIGHT 04/01/20269,900$990<0.1%–
Adit Edtech Acquisition Corp007024110*W EXP 99/99/99911,300$949<0.1%–
iShares Broad Usd Investment Grade Corporate Bond ETF464288620ETF13$666<0.1%–
Sizzle Acquisition Corp.83014E117*W EXP 11/02/2026,340$571<0.1%–
Atlantic Coastal Acquistn Co048453112*W EXP 03/02/20221,701$566<0.1%–
DKNGDraftKings Inc.Stock15$529<0.1%History
DHC Acquisition CorpG2758T117*W EXP 02/25/20217,548$351<0.1%–
Semper Paratus Acquisition CG8028L131*W EXP 11/04/2026,204$248<0.1%–
PLUGPlug Power IncStock50$225<0.1%History
Esgen Acquisition CorpG3R95N111*W EXP 10/18/2025,050$202<0.1%–
Greencity Acquisition CorpG4086B123*W EXP 04/28/2028,400$136<0.1%–
Fat Projects Acquisition CorG3400W110*W EXP 08/31/20212,100$133<0.1%–
Frontier Investment CorpG36816125*W EXP 06/29/2023,993$80<0.1%–
Newcourt Acquisition CorpG6448C129*W EXP 04/12/2025,000$80<0.1%–
LGNDZLigand Pharmaceuticals IncCOM12,000$54<0.1%History
Blackstone Private Credit Fund09261H107LP1$25<0.1%–
Social Leverage Acquisn Corp83363K110*W EXP 02/17/202100$3<0.1%–
Solar Integrated Roofing Cor Com83417R103Common Stock2,000$2<0.1%–
Escrow Concord Camera Corp Com206ESC998COM2,500$00.0%–
WTS QLT Inc9941239W9WT200,000$00.0%–
ADR Amryt Pharm Contra032CVR011COM1,110$00.0%–