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Livermore
Livermore
ZHEN

Ancora Advisors, LLC

SEC CIK
0001446114
Latest filing
Aug 14, 2026

Holdings in Q3 2025

Holdings as of Sep 30, 2025, filed Nov 14, 2025. Long positions only; changes compare share counts with Q2 2025.

Institution overview
Positions
2,034
+3 vs. Q2 2025
Portfolio value
$4.99B
+$192.8M (+4.0%) vs. Q2 2025
Filed
Nov 14, 2025
SEC
Holdings of Ancora Advisors, LLC in Q3 2025
SecurityClassSharesValue% of portfolioShare changeActionHistory
NSCNorfolk Southern CorpStock830,288$249.4M5.0%−313,852−27.4%ReducedHistory
LKQLKQ CorpCOM6,973,908$213.0M4.3%+1,457,373+26.4%AddedHistory
AVGOBroadcom Inc.Stock451,560$149.0M3.0%−35,402−7.3%ReducedHistory
AAPLApple Inc.Stock546,275$139.1M2.8%−14,221−2.5%ReducedHistory
Vanguard S&P 500 ETF922908363ETF202,035$123.7M2.5%−16,716−7.6%Reduced–
MSFTMicrosoft CorpStock237,325$122.9M2.5%−7,485−3.1%ReducedHistory
SEESealed Air CorpCOM3,437,412$121.5M2.4%+1,538,927+81.1%AddedHistory
iShares Tr464287150CORE S&P TTL STK667,197$97.2M1.9%+6,694+1.0%Added–
JPMJPMorgan Chase & CoStock294,401$92.9M1.9%−11,356−3.7%ReducedHistory
JPMorgan Ultra-Short Income ETF46641Q837ETF1,654,611$83.9M1.7%+19,436+1.2%Added–
ABBVAbbVie Inc.Stock340,352$78.8M1.6%−5,403−1.6%ReducedHistory
CSXCSX CorpStock2,160,038$76.7M1.5%+137,994+6.8%AddedHistory
ETNEaton Corp plcStock189,575$70.9M1.4%−8,129−4.1%ReducedHistory
AMZNAmazon Com IncStock298,013$65.4M1.3%−351−0.1%ReducedHistory
iShares Core S&P 500 ETF464287200ETF88,428$59.2M1.2%+250+0.3%Added–
HLIHoulihan Lokey, Inc.CL A276,828$56.8M1.1%−4,394−1.6%ReducedHistory
RBARB Global Inc.COM513,511$55.6M1.1%−337,279−39.6%ReducedHistory
VEEVVeeva Systems IncStock174,434$52.0M1.0%+60.0%AddedHistory
JNJJohnson & JohnsonStock275,902$51.2M1.0%+12,361+4.7%AddedHistory
GDGeneral Dynamics CorpStock145,877$49.7M1.0%+2,761+1.9%AddedHistory
BRK.BBerkshire Hathaway IncStock96,755$48.6M1.0%−645−0.7%ReducedHistory
HDHome Depot, Inc.Stock116,636$47.3M0.9%−1,988−1.7%ReducedHistory
HONHoneywell International IncCOM214,952$45.2M0.9%−460.0%ReducedHistory
EOGEOG Resources IncStock386,147$43.3M0.9%+6,000+1.6%AddedHistory
BACBank of America CorpStock824,888$42.6M0.9%+4,593+0.6%AddedHistory
GOOGAlphabet Inc.Stock174,294$42.4M0.9%−877−0.5%ReducedHistory
PGProcter & Gamble CoStock263,969$40.6M0.8%+43,052+19.5%AddedHistory
CVXChevron CorpStock254,695$39.6M0.8%+4,482+1.8%AddedHistory
FWRDForward Air CorpCOM1,475,055$37.8M0.8%+116,012+8.5%AddedHistory
METAMeta Platforms, Inc.Stock48,514$35.6M0.7%−13,270−21.5%ReducedHistory
NVDANVIDIA CorpStock178,720$33.3M0.7%−3,983−2.2%ReducedHistory
MCDMcDonalds CorpStock108,855$33.1M0.7%+796+0.7%AddedHistory
Janus Detroit STR Tr47103U845HENDRSON AAA CL649,986$33.0M0.7%+103,373+18.9%Added–
VanEck Morningstar Wide Moat ETF92189F643ETF312,216$30.9M0.6%−6,075−1.9%Reduced–
Vanguard Short-Term Bond ETF921937827ETF391,225$30.9M0.6%−8,539−2.1%Reduced–
NNNextnav Inc.COMMON STOCK1,907,585$27.3M0.5%+32,224+1.7%AddedHistory
ACNAccenture plcStock109,683$27.0M0.5%−5,131−4.5%ReducedHistory
AMTAmerican Tower CorpREIT139,946$26.9M0.5%+1,073+0.8%AddedHistory
MARMarriott International IncStock99,881$26.0M0.5%+113+0.1%AddedHistory
DISWalt Disney CoStock217,846$24.9M0.5%+38,416+21.4%AddedHistory
Schwab U.S. Large-Cap ETF808524201ETF933,477$24.6M0.5%−1,884−0.2%Reduced–
CRHCRH Public Ltd CoORD202,097$24.2M0.5%+3,733+1.9%AddedHistory
CXTCrane NXT, Co.COM347,283$23.3M0.5%+24,890+7.7%AddedHistory
IAUMiShares Gold Trust MicroSHS REPSTG UN TR599,977$23.1M0.5%+467,111+351.6%AddedHistory
GOOGLAlphabet Inc.Stock93,981$22.8M0.5%−720−0.8%ReducedHistory
SFStifel Financial CorpCOM199,532$22.6M0.5%+2,320+1.2%AddedHistory
LINLinde PLCStock47,511$22.6M0.5%+946+2.0%AddedHistory
QCOMQualcomm IncStock134,217$22.3M0.4%−437−0.3%ReducedHistory
Invesco Nasdaq 100 ETF46138G649ETF88,123$21.8M0.4%+4,253+5.1%Added–
iShares Core MSCI Eafe ETF46432F842ETF235,746$20.6M0.4%+31,272+15.3%Added–
MAGNMagnera CorpCOM SHS1,737,788$20.4M0.4%−189,555−9.8%ReducedHistory
ZTSZoetis Inc.Stock130,828$19.1M0.4%+98,555+305.4%AddedHistory
Simplify Exchange Traded Fun82889N657SHORT TERM TREA821,290$18.0M0.4%00.0%Unchanged–
GLIBKLiberty Capital CorpSER C GCI GROUP473,593$17.7M0.4%+473,593NewHistory
FBINFortune Brands Innovations, Inc.COM328,369$17.5M0.4%−56,631−14.7%ReducedHistory
iShares Tr46429B7470-5 YR TIPS ETF167,521$17.3M0.3%+1,804+1.1%Added–
UGIUgi CorpStock519,962$17.3M0.3%−2,420−0.5%ReducedHistory
MAMastercard IncStock29,922$17.0M0.3%−614−2.0%ReducedHistory
RTXRTX CorpStock101,562$17.0M0.3%−5,045−4.7%ReducedHistory
ECGEverus Construction Group, Inc.Stock198,185$17.0M0.3%−54,000−21.4%ReducedHistory
ATMUAtmus Filtration Technologies Inc.COM375,685$16.9M0.3%+1,640+0.4%AddedHistory
ARESAres Management CorpCL A COM STK103,220$16.5M0.3%+1,785+1.8%AddedHistory
iShares S&P 100 ETF464287101ETF49,259$16.4M0.3%+1,169+2.4%Added–
GPREGreen Plains Inc.COM1,857,799$16.3M0.3%−2,495,614−57.3%ReducedHistory
WHWyndham Hotels & Resorts, Inc.COM203,857$16.3M0.3%−13,677−6.3%ReducedHistory
PCHPotlatchdeltic CorpCOM395,417$16.1M0.3%+35,200+9.8%AddedHistory
ARMKAramarkCOM411,130$15.8M0.3%+51,090+14.2%AddedHistory
iShares Core S&P Small Cap ETF464287804ETF132,525$15.7M0.3%+7,057+5.6%Added–
COSTCostco Wholesale CorpStock16,959$15.7M0.3%−358−2.1%ReducedHistory
Vanguard Dividend Appreciation ETF921908844ETF71,216$15.4M0.3%+2,633+3.8%Added–
ANGIAngi Inc.CL A NEW932,086$15.2M0.3%+199,791+27.3%AddedHistory
HHHHoward Hughes Holdings Inc.COM182,343$15.0M0.3%+55,320+43.6%AddedHistory
PCARPaccar IncCOM151,021$14.8M0.3%+45,820+43.6%AddedHistory
iShares Core S&P Mid-Cap ETF464287507ETF221,362$14.4M0.3%+7,823+3.7%Added–
RYNRayonier IncCOM538,699$14.3M0.3%+66,421+14.1%AddedHistory
BlackRock ETF Trust09290C103ISHARES US EQUIT239,440$14.2M0.3%+20,023+9.1%Added–
KKellanovaStock172,750$14.2M0.3%−3,136−1.8%ReducedHistory
AEBIAebi Schmidt Holding AGCOM1,114,502$13.9M0.3%+1,114,502NewHistory
RALRalliant CorpStock309,552$13.5M0.3%+260,698+533.6%AddedHistory
NPKINPK International Inc.COM SHS1,195,880$13.5M0.3%−248,100−17.2%ReducedHistory
VVisa Inc.Stock39,481$13.5M0.3%+183+0.5%AddedHistory
Vanguard Morningstar Small-Cap Value ETF922908611ETF63,546$13.3M0.3%+240+0.4%Added–
NWENorthWestern Energy Group, Inc.COM NEW226,075$13.3M0.3%+6,690+3.0%AddedHistory
SPYSPDR S&P 500 ETF TrustETF19,532$13.0M0.3%−101−0.5%ReducedHistory
WMTWalmart Inc.Stock122,292$12.6M0.3%−3,844−3.0%ReducedHistory
SHWSherwin Williams CoCOM35,823$12.4M0.2%+14,142+65.2%AddedHistory
BXBlackstone Inc.COM72,419$12.4M0.2%−144−0.2%ReducedHistory
Vanguard Morningstar Mid-Cap ETF922908629ETF41,840$12.3M0.2%+140+0.3%Added–
iShares Tr46434V613CORE UNIVRSL USD257,647$12.0M0.2%−2,782−1.1%Reduced–
CRCrane CoCOMMON STOCK65,060$12.0M0.2%−10,470−13.9%ReducedHistory
BKNGBooking Holdings Inc.Stock2,218$12.0M0.2%−114−4.9%ReducedHistory
ELEEFElement Fleet Management Corp.CORP COM459,830$11.9M0.2%−15,795−3.3%ReducedHistory
MBCMasterBrand, Inc.COMMON STOCK895,096$11.8M0.2%+152,333+20.5%AddedHistory
Invesco QQQ Trust Series I46090E103ETF19,608$11.8M0.2%+610+3.2%Added–
VNTVontier CorpStock274,345$11.5M0.2%+1,320+0.5%AddedHistory
KDKyndryl Holdings, Inc.Stock382,761$11.5M0.2%+15,880+4.3%AddedHistory
iShares S&P 500 Growth ETF464287309ETF94,971$11.5M0.2%+4,320+4.8%Added–
American Centy ETF Tr025072877US SML CP VALU110,561$11.0M0.2%+6,602+6.4%Added–
Invesco Exch Traded FD Tr II46138G664S&P SMALLCAP 600218,437$10.6M0.2%−69,689−24.2%Reduced–
MRPMillrose Properties, Inc.COM CL A313,870$10.5M0.2%+103,640+49.3%AddedHistory

Options (24)

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 Q3 2025
SecurityClassPutsCalls
Norfolk Southn Corp655844908CALL–$6.52M
iShares Tr464287955PUT$3.11M–
Veeva Sys Inc922475908CALL–$1.88M
LKQ Corp501889908CALL–$944.2K
Nextnav Inc65345N906CALL–$912.5K
SPDR S&P 500 ETF Tr78462F953PUT$564.4K–
SPDR S&P 500 ETF Tr78462F903CALL–$485.0K
Amcor PLCG0250X907CALL–$330.9K
iShares Tr464287952PUT$226.1K–
Union Pac Corp907818958PUT$225.0K–
Select Sector SPDR Tr81369Y952COMMUNUNICATIONS$224.7K–
Sherwin Williams Co824348956PUT$175.7K–
UnitedHealth Group Inc91324P902COM–$83.6K
Forward Air Corp349853951PUT$80.0K–
Centene Corp Del15135B901CALL–$44.5K
LKQ Corp501889958PUT$42.0K–
Invesco QQQ Tr46090E953PUT$17.1K–
Apple Inc037833950PUT$7.46K–
Broadcom Inc11135F951PUT$4.74K–
ARK ETF Tr00214Q954PUT$3.00K–
Icahn Enterprises LP451100901CALL–$1.01K
SPDR Gold Tr78463V957GOLD SHS$270–
Amazon Com Inc023135906CALL–$57
Snap Inc83304A906CALL–$46

Sold out since Q2 2025 (130)

Positions held at the end of Q2 2025 that are gone from this filing.

The largest 100 of 130 by value last quarter.

Positions of Ancora Advisors, LLC sold out since Q2 2025
SecurityClassShares in Q2 2025Value in Q2 2025% of portfolio in Q2 2025History
PBIPitney Bowes IncCOM1,670,000$18.2M0.4%History
ALITAlight, Inc. / DelawareCOM CL A1,606,657$9.09M0.2%History
SHYFShyft Group, Inc.COM609,964$7.65M0.2%History
CNNECannae Holdings, Inc.COM235,677$4.91M0.1%History
ZIMVZimVie Inc.Stock269,799$2.52M0.1%History
CMDBCostamare Bulkers Holdings LtdCOM SHS263,983$2.29M<0.1%History
DLTRDollar Tree, Inc.COM20,090$1.99M<0.1%History
SMGScotts Miracle-Gro CoStock24,670$1.63M<0.1%History
Nextnav Inc.65345N114*W EXP 10/28/202161,910$1.03M<0.1%–
Third Point Offshore InvestorsG8846K109COM35,612$922.4K<0.1%–
SNCRSynchronoss Technologies IncCOM NEW134,380$920.5K<0.1%History
NUTXNutex Health Inc.COM5,346$665.5K<0.1%History
SBLKStar Bulk Carriers Corp.SHS PAR28,199$486.4K<0.1%History
IDAIdacorp IncCOM3,650$421.4K<0.1%History
SVVSavers Value Village, Inc.COM37,870$386.3K<0.1%History
Oxford Square Capital Corporat998100341COM373$373.0K<0.1%–
UEICUniversal Electronics IncCOM55,205$365.5K<0.1%History
TURN180 Degree Capital Corp.COM NEW89,078$354.0K<0.1%History
NLCPNewLake Capital Partners, Inc.COM23,010$332.7K<0.1%History
RDVTRed Violet, Inc.COM5,514$271.3K<0.1%History
MPAAMotorcar Parts of America IncCOM22,705$254.3K<0.1%History
DLHCDLH Holdings Corp.COM42,738$249.6K<0.1%History
SOFISoFi Technologies, Inc.Stock11,950$217.6K<0.1%History
AOUTAmerican Outdoor Brands, Inc.COM20,778$217.1K<0.1%History
ProShares Tr74349Y753SHOR S&P 500 NEW5,000$198.4K<0.1%–
HESHess CorpStock1,430$198.1K<0.1%History
Fidelity Merrimack STR Tr316188200LTD TRM BD ETF3,900$196.6K<0.1%–
State Street SPDR Portfolio S&P 500 ETF78464A854ETF2,316$168.3K<0.1%–
WHGWestwood Holdings Group IncCOM10,009$156.1K<0.1%History
VanEck Vectors ETF Tr92189F817VIETNAM ETF10,000$137.5K<0.1%–
VRAVera Bradley, Inc.COM57,253$126.5K<0.1%History
NBIXNeurocrine Biosciences IncStock1,000$125.7K<0.1%History
MXEMexico Equity & Income Fund IncCOM11,920$124.8K<0.1%History
PIIPolaris Inc.Stock3,000$122.0K<0.1%History
CHXChampionX CorpCOM4,780$118.7K<0.1%History
POSTPost Holdings, Inc.COM1,000$109.0K<0.1%History
ELAEnvela CorpCOM17,493$107.1K<0.1%History
SRADSportradar Group AGCLASS A ORD SHS3,460$97.2K<0.1%History
IVFHInnovative Food Holdings IncCOM63,430$82.5K<0.1%History
MIOPioneer Municipal High Income Opportunities Fund, Inc.COMMON STOCK6,930$81.8K<0.1%History
FXCInvesco CurrencyShares Canadian Dollar TrustCDN DLR SHS1,000$71.8K<0.1%History
CABOCable One, Inc.COM500$67.9K<0.1%History
TWTradeweb Markets Inc.Stock450$65.9K<0.1%History
GSATGlobalstar, Inc.COM NEW2,500$58.9K<0.1%History
DNUTKrispy Kreme, Inc.COM20,000$58.2K<0.1%History
TSQTownsquare Media, Inc.CL A7,053$55.8K<0.1%History
JACKJack in the Box IncCOM3,000$52.4K<0.1%History
Partners Group Growth LLC Clas70213W204LP25,261$50.3K<0.1%–
NRPNatural Resource Partners LPCOM UNIT LTD PAR400$38.2K<0.1%History
Invesco Exch TRD SLF Idx FD46139W841BULLETSHS 20301,394$36.3K<0.1%–
CLVTClarivate PLCORD SHS8,000$34.4K<0.1%History
SCSSteelcase IncCL A3,060$31.9K<0.1%History
CETCentral Securities CorpCOM546$26.1K<0.1%History
BMIBadger Meter IncCOM100$24.5K<0.1%History
TEITempleton Emerging Markets Income FundCOM3,800$22.8K<0.1%History
J P Morgan Exchange Traded F46641Q225BETA CDA ETF NEW271$21.9K<0.1%–
iShares Tr46434V1000-5YR INVT GR CP418$21.1K<0.1%–
iShares Tr46435U473BB RAT CORP BD438$20.6K<0.1%–
Oxford Square Capital Corporat69181V305COM745$18.6K<0.1%–
STRSitio Royalties Corp.CLASS A COM970$17.8K<0.1%History
ANSSAnsys IncCOM48$16.9K<0.1%History
PODDInsulet CorpStock50$15.7K<0.1%History
NICENICE Ltd.SPONSORED ADR90$15.2K<0.1%History
SEBSeaboard CorpCOM5$14.3K<0.1%History
PRMPerimeter Solutions, Inc.COMMON STOCK1,000$13.9K<0.1%History
Invesco Exch TRD SLF Idx FD46139W858BULLETSHS 2032622$12.8K<0.1%–
HSICHenry Schein IncCOM170$12.4K<0.1%History
PSB Hldgs Inc Wis69360N108COM498$11.7K<0.1%–
OSKOshkosh CorpCOM100$11.4K<0.1%History
USCIUnited States Commodity Index Funds TrustCOMM IDX FND150$11.0K<0.1%History
EXPEagle Materials IncCOM54$10.9K<0.1%History
CHCTCommunity Healthcare Trust IncCOM625$10.4K<0.1%History
MKSIMKS IncCOM101$10.0K<0.1%History
GTMZoomInfo Technologies Inc.Stock800$8.10K<0.1%History
ARQArq, Inc.COM1,500$8.05K<0.1%History
Invesco Exchange Traded FD T46137V639AI AND NEXT GEN137$6.73K<0.1%–
KLGWK Kellogg CoCOM394$6.28K<0.1%History
NVEENV5 Global, Inc.COM271$6.26K<0.1%History
Northview Acquisition Corp66718N111*W EXP 08/02/20233,458$6.12K<0.1%–
DXYZDestiny Tech100 Inc.CEF150$5.71K<0.1%History
PTLOPortillo's Inc.COM CL A476$5.55K<0.1%History
RIORio Tinto PLCADR88$5.16K<0.1%History
iShares Tr46435G250HIGH YLD SYSTM B101$4.79K<0.1%–
ALGNAlign Technology IncCOM25$4.73K<0.1%History
SHOEShoe Station Group IncCOM250$4.68K<0.1%History
Paramount Global Xxxsubmitted for Cashexp: 04925CSH033Equity350$4.51K<0.1%–
Ea Series Trust02072L227RESEARCH AFFILIA182$4.44K<0.1%–
VLYValley National BancorpCOM478$4.27K<0.1%History
LNTHLantheus Holdings, Inc.Stock50$4.09K<0.1%History
BGYBlackRock Enhanced International Dividend TrustCOM BENE INTER499$2.89K<0.1%History
ZZillow Group, Inc.CL C CAP STK40$2.80K<0.1%History
RBB FD Inc74933W452F/M US TREASURY53$2.65K<0.1%–
VVRInvesco Senior Income TrustCOM500$1.90K<0.1%History
iShares Tr464287861EUROPE ETF25$1.58K<0.1%–
Dundee Precious Metals Inc265269209COM96$1.54K<0.1%–
iShares Tr46434V4070-5YR HI YL CP33$1.42K<0.1%–
iShares Tr464288802ESG OPTIMIZED9$1.14K<0.1%–
First Tr Exchng Traded FD VI33740U737FT VEST US EQT29$1.13K<0.1%–
BOEBlackRock Enhanced Global Dividend TrustCOM98$1.11K<0.1%History
MEGINYLI CBRE Global Infrastructure Megatrends Term FundCOM75$1.07K<0.1%History