Ancora Advisors, LLC

SEC CIK: 0001446114
Latest filing: Aug 14, 2026

SEC filings (opens in a new tab)

Holdings in Q2 2026

Holdings as of Jun 30, 2026, filed Aug 14, 2026. Long positions only; changes compare share counts with Q1 2026.

Positions: 2,040; −414 vs. Q1 2026
Portfolio value: $5.17B; +$472.4M (+10.1%) vs. Q1 2026
Filed: Aug 14, 2026; SEC

Holdings of Ancora Advisors, LLC in Q2 2026
Security	Class	Shares	Value	% of portfolio	Share change	Action	History
LKQLKQ Corp	COM	6,945,080	$182.9M	3.5%	−1,101,404−13.7%	Reduced	History
Vanguard S&P 500 ETF922908363	ETF	243,721	$167.4M	3.2%	+41,958+20.8%	Added	–
COLDAmericold Realty Trust	COM	10,430,165	$164.0M	3.2%	−1,188,337−10.2%	Reduced	History
AAPLApple Inc.	Stock	510,346	$147.7M	2.9%	−22,858−4.3%	Reduced	History
AVGOBroadcom Inc.	Stock	375,649	$141.9M	2.7%	−38,162−9.2%	Reduced	History
ASHAshland Inc.	COM	1,945,412	$128.2M	2.5%	+1,945,112+648,370.7%	Added	History
MSFTMicrosoft Corp	Stock	245,587	$91.6M	1.8%	+6,320+2.6%	Added	History
RBARB Global Inc.	COM	780,841	$90.9M	1.8%	−447,349−36.4%	Reduced	History
JPMorgan Ultra-Short Income ETF46641Q837	ETF	1,774,918	$89.8M	1.7%	−15,866−0.9%	Reduced	–
JPMJPMorgan Chase & Co	Stock	261,581	$85.6M	1.7%	−18,776−6.7%	Reduced	History
iShares Tr464287150	CORE S&P TTL STK	501,601	$82.4M	1.6%	−202,972−28.8%	Reduced	–
ABBVAbbVie Inc.	Stock	300,556	$75.6M	1.5%	−17,018−5.4%	Reduced	History
FULFuller H B Co	Stock	1,257,802	$73.3M	1.4%	+1,257,802	New	History
ETNEaton Corp plc	Stock	169,523	$72.2M	1.4%	−13,147−7.2%	Reduced	History
iShares Core S&P 500 ETF464287200	ETF	86,485	$64.8M	1.3%	−1,143−1.3%	Reduced	–
JNJJohnson & Johnson	Stock	229,968	$58.4M	1.1%	−21,326−8.5%	Reduced	History
GOOGAlphabet Inc.	Stock	155,007	$54.8M	1.1%	−8,950−5.5%	Reduced	History
BRK.BBerkshire Hathaway Inc	Stock	95,987	$48.0M	0.9%	−1,334−1.4%	Reduced	History
SHCSotera Health Co	COM	2,683,637	$47.6M	0.9%	+2,683,637	New	History
Janus Detroit STR Tr47103U845	HENDRSON AAA CL	939,934	$47.5M	0.9%	+49,488+5.6%	Added	–
GDGeneral Dynamics Corp	Stock	133,684	$47.4M	0.9%	−4,293−3.1%	Reduced	History
EOGEOG Resources Inc	Stock	340,102	$44.1M	0.9%	−27,932−7.6%	Reduced	History
VanEck Morningstar Wide Moat ETF92189F643	ETF	414,625	$43.1M	0.8%	+23,271+5.9%	Added	–
GPREGreen Plains Inc.	COM	2,727,491	$41.9M	0.8%	−7,435−0.3%	Reduced	History
BACBank of America Corp	Stock	715,456	$40.8M	0.8%	−60,163−7.8%	Reduced	History
AMZNAmazon Com Inc	Stock	167,856	$40.0M	0.8%	−4,519−2.6%	Reduced	History
AMCRAmcor plc	COM NEW	910,503	$39.5M	0.8%	+874,402+2,422.1%	Added	History
CVXChevron Corp	Stock	232,266	$38.5M	0.7%	−12,185−5.0%	Reduced	History
HDHome Depot, Inc.	Stock	102,289	$36.1M	0.7%	−7,760−7.1%	Reduced	History
NVDANVIDIA Corp	Stock	174,716	$35.0M	0.7%	+782+0.4%	Added	History
MARMarriott International Inc	Stock	92,037	$34.1M	0.7%	−3,037−3.2%	Reduced	History
iShares Core MSCI Eafe ETF46432F842	ETF	345,301	$33.3M	0.6%	+16,806+5.1%	Added	–
PGProcter & Gamble Co	Stock	221,092	$32.4M	0.6%	−23,535−9.6%	Reduced	History
Invesco Nasdaq 100 ETF46138G649	ETF	106,778	$32.4M	0.6%	+26,083+32.3%	Added	–
RYNRayonier Inc	COM	1,484,459	$31.6M	0.6%	−86,767−5.5%	Reduced	History
GOOGLAlphabet Inc.	Stock	88,308	$31.6M	0.6%	−3,519−3.8%	Reduced	History
VSTSVestis Corp	COM SHS	2,093,530	$30.4M	0.6%	−94,645−4.3%	Reduced	History
Vanguard Short-Term Bond ETF921937827	ETF	379,608	$29.6M	0.6%	−2,301−0.6%	Reduced	–
HLIHoulihan Lokey, Inc.	CL A	214,346	$28.8M	0.6%	−9,011−4.0%	Reduced	History
MIDDMIDDLEBY Corp	COM	155,785	$26.8M	0.5%	+29,199+23.1%	Added	History
MAMastercard Inc	Stock	50,276	$25.8M	0.5%	+3,547+7.6%	Added	History
BlackRock ETF Trust09290C103	ISHARES US EQUIT	378,208	$25.7M	0.5%	+56,509+17.6%	Added	–
MCDMcDonalds Corp	Stock	92,225	$24.9M	0.5%	−5,901−6.0%	Reduced	History
Schwab U.S. Large-Cap ETF808524201	ETF	842,583	$24.8M	0.5%	−43,217−4.9%	Reduced	–
HONHoneywell International Inc	Stock	105,739	$23.7M	0.5%	+105,739	New	History
HONAHoneywell Aerospace Inc.	COM	105,618	$23.3M	0.5%	+105,618	New	History
PRGPROG Holdings, Inc.	Stock	478,176	$22.3M	0.4%	+110,436+30.0%	Added	History
iShares Core S&P Small Cap ETF464287804	ETF	147,673	$21.9M	0.4%	+6,604+4.7%	Added	–
LINLinde PLC	Stock	39,414	$20.5M	0.4%	−3,782−8.8%	Reduced	History
Simplify Exchange Traded Fun82889N657	SHORT TERM TREA	996,922	$20.4M	0.4%	+6,673+0.7%	Added	–
CRHCRH Public Ltd Co	ORD	188,411	$20.2M	0.4%	−4,216−2.2%	Reduced	History
CXTCrane NXT, Co.	COM	392,919	$20.1M	0.4%	+14,178+3.7%	Added	History
iShares Tr46429B747	0-5 YR TIPS ETF	193,971	$19.8M	0.4%	+12,405+6.8%	Added	–
NNNextnav Inc.	COMMON STOCK	1,083,439	$19.3M	0.4%	−1,086,736−50.1%	Reduced	History
AMATApplied Materials Inc	Stock	26,601	$19.2M	0.4%	−7,001−20.8%	Reduced	History
MRPMillrose Properties, Inc.	COM CL A	625,650	$18.8M	0.4%	+215,461+52.5%	Added	History
Vanguard Morningstar Value ETF922908744	ETF	85,983	$18.7M	0.4%	+7,017+8.9%	Added	–
iShares Tr46434V613	CORE UNIVRSL USD	400,059	$18.5M	0.4%	+104,938+35.6%	Added	–
iShares Core S&P Mid-Cap ETF464287507	ETF	237,591	$18.3M	0.4%	+764+0.3%	Added	–
iShares S&P 500 Growth ETF464287309	ETF	129,830	$17.9M	0.3%	+16,132+14.2%	Added	–
SFStifel Financial Corp	COM	254,005	$17.7M	0.3%	−17,098−6.3%	Reduced	History
Vanguard Ftse Emerging Markets ETF922042858	ETF	292,056	$17.4M	0.3%	+115,704+65.6%	Added	–
WHWyndham Hotels & Resorts, Inc.	COM	205,911	$17.3M	0.3%	+39,700+23.9%	Added	History
DISWalt Disney Co	Stock	179,843	$17.3M	0.3%	−25,308−12.3%	Reduced	History
SHWSherwin Williams Co	COM	49,946	$17.2M	0.3%	−898−1.8%	Reduced	History
RTXRTX Corp	Stock	89,684	$17.0M	0.3%	−5,343−5.6%	Reduced	History
BlackRock ETF Trust09290C764	ISHA IN CTRY ETF	462,447	$16.9M	0.3%	+462,287+288,929.4%	Added	–
Invesco Exch Traded FD Tr II46138G698	S&P 500 REVENUE	132,040	$16.9M	0.3%	+11,346+9.4%	Added	–
ASMLASML Holding NV	ADR	8,264	$16.4M	0.3%	−1,464−15.0%	Reduced	History
PCARPaccar Inc	COM	135,584	$16.3M	0.3%	−14,795−9.8%	Reduced	History
Vanguard Dividend Appreciation ETF921908844	ETF	68,389	$16.2M	0.3%	−4,192−5.8%	Reduced	–
iShares Core MSCI Emerging Markets ETF46434G103	ETF	193,875	$16.1M	0.3%	−10,394−5.1%	Reduced	–
VACMarriott Vacations Worldwide Corp	COM	157,072	$16.0M	0.3%	+39,073+33.1%	Added	History
ARESAres Management Corp	CL A COM STK	143,244	$15.9M	0.3%	+21,172+17.3%	Added	History
COSTCostco Wholesale Corp	Stock	16,985	$15.9M	0.3%	−461−2.6%	Reduced	History
BXBlackstone Inc.	COM	133,505	$15.7M	0.3%	+25,615+23.7%	Added	History
QCOMQualcomm Inc	Stock	84,763	$15.7M	0.3%	−41,304−32.8%	Reduced	History
VNTVontier Corp	Stock	539,805	$15.7M	0.3%	+257,279+91.1%	Added	History
GILDGilead Sciences, Inc.	Stock	121,465	$15.3M	0.3%	−9,072−6.9%	Reduced	History
VVisa Inc.	Stock	44,644	$15.3M	0.3%	+944+2.2%	Added	History
AMRZAmrize Ltd	SHS	283,522	$15.1M	0.3%	+52,759+22.9%	Added	History
IAUMiShares Gold Trust Micro	SHS REPSTG UN TR	377,224	$15.1M	0.3%	−266,293−41.4%	Reduced	History
AMTMAmentum Holdings, Inc.	COM	715,652	$14.8M	0.3%	+12,533+1.8%	Added	History
SPYSPDR S&P 500 ETF Trust	ETF	19,604	$14.6M	0.3%	−447−2.2%	Reduced	History
Vanguard Morningstar Small-Cap Value ETF922908611	ETF	59,556	$14.5M	0.3%	−5,877−9.0%	Reduced	–
APGAPi Group Corp	COM STK	341,163	$14.4M	0.3%	+34,276+11.2%	Added	History
CRMSalesforce, Inc.	Stock	90,219	$14.1M	0.3%	+2,195+2.5%	Added	History
iShares Tr464288588	MBS ETF	148,301	$14.0M	0.3%	+25,577+20.8%	Added	–
IFFInternational Flavors & Fragrances Inc	COM	176,704	$14.0M	0.3%	+125,563+245.5%	Added	History
Invesco Exch Traded FD Tr II46138G664	S&P SMALLCAP 600	234,519	$14.0M	0.3%	+15,349+7.0%	Added	–
BlackRock ETF Trust09290C780	ISHA I IN TE ETF	260,353	$13.7M	0.3%	+28,761+12.4%	Added	–
iShares Tr464288877	EAFE VALUE ETF	178,309	$13.6M	0.3%	−13,522−7.0%	Reduced	–
Vanguard Ftse Developed Markets ETF921943858	ETF	190,340	$13.6M	0.3%	+34,924+22.5%	Added	–
American Centy ETF Tr025072877	US SML CP VALU	108,656	$13.6M	0.3%	−312−0.3%	Reduced	–
REZIResideo Technologies, Inc.	Stock	435,550	$13.5M	0.3%	+435,550	New	History
Vanguard Morningstar Mid-Cap ETF922908629	ETF	166,541	$13.4M	0.3%	−1,479−0.9%	ReducedConverted for a 4-for-1 split	–
CONConcentra Group Holdings Parent, Inc.	COMMON STOCK	446,550	$13.3M	0.3%	+43,410+10.8%	Added	History
FBINFortune Brands Innovations, Inc.	COM	239,366	$13.1M	0.3%	−38,930−14.0%	Reduced	History
WMTWalmart Inc.	Stock	115,781	$13.1M	0.3%	−7,820−6.3%	Reduced	History
BKNGBooking Holdings Inc.	Stock	72,262	$12.9M	0.2%	+9,437+15.0%	AddedConverted for a 25-for-1 split	History

Options (35)

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 Q2 2026
Security	Class	Puts	Calls
iShares Tr464287955	PUT	$3.17M	–
Zscaler Inc98980G902	CALL	–	$3.04M
ServiceNow Inc81762P902	CALL	–	$2.88M
Nextnav Inc65345N956	PUT	$2.04M	–
Oracle Corp68389X905	CALL	–	$1.85M
Apollo Global Mgmt Inc03769M906	CALL	–	$1.69M
Spotify Technology S AL8681T902	CALL	–	$1.67M
Ares Management Corporation03990B901	CALL	–	$1.66M
Blackstone Group Inc09260D907	CALL	–	$1.48M
KKR & Co Inc48251W904	CALL	–	$1.22M
Owl Rock Capital Corporation69121K904	CALL	–	$1.16M
Intuit461202903	CALL	–	$862.5K
LKQ Corp501889908	CALL	–	$661.5K
Nextnav Inc65345N906	CALL	–	$357.0K
Americold Rlty Tr03064D908	CALL	–	$240.0K
KKR & Co Inc48251W954	PUT	$197.2K	–
RB Global Inc74935Q957	PUT	$178.5K	–
RB Global Inc74935Q907	CALL	–	$178.5K
iShares Inc464286900	CALL	–	$148.9K
Sherwin Williams Co824348956	PUT	$129.6K	–
SPDR Gold Tr78463V957	GOLD SHS	$125.4K	–
Veeva Sys Inc922475908	CALL	–	$110.8K
Green Plains Inc393222904	CALL	–	$85.2K
UnitedHealth Group Inc91324P902	COM	–	$71.9K
SPDR Ser Tr78468R906	CALL	–	$50.3K
Nike Inc654106903	CALL	–	$40.3K
Global X FDS37954Y901	CALL	–	$34.5K
iShares Bitcoin Trust ETF46438F951	PUT	$26.6K	–
Green Plains Inc393222954	PUT	$23.7K	–
Select Sector SPDR Tr81369Y906	CALL	–	$14.8K
Select Sector SPDR Tr81369Y955	put	$14.7K	–
Rig 270319C00010000N8817N900	CALL	–	$8.05K
Transocean LtdH8817H900	CALL	–	$5.60K
Tsem 270115P00020000M87915575	PUT	$1.25K	–
Vestis Corporation29430C952	PUT	$500	–

Sold out since Q1 2026 (503)

Positions held at the end of Q1 2026 that are gone from this filing.

The largest 100 of 503 by value last quarter.

Positions of Ancora Advisors, LLC sold out since Q1 2026
Security	Class	Shares in Q1 2026	Value in Q1 2026	% of portfolio in Q1 2026	History
HONHoneywell International Inc	COM	220,271	$49.8M	1.1%	History
IIINInsteel Industries Inc	COM	115,177	$3.87M	0.1%	History
PWPPerella Weinberg Partners	CLASS A COM	208,276	$3.78M	0.1%	History
CTRACoterra Energy Inc.	Stock	52,559	$1.85M	<0.1%	History
ORNOrion Group Holdings Inc	COM	157,203	$1.71M	<0.1%	History
CALCaleres Inc	COM	121,040	$1.28M	<0.1%	History
AMPYAmplify Energy Corp.	COM	190,990	$1.19M	<0.1%	History
PEDPedevco Corp	COM NEW	74,378	$1.19M	<0.1%	History
MBOTMicrobot Medical Inc.	COM NEW	477,080	$1.15M	<0.1%	History
EHABEnhabit, Inc.	COM	76,390	$1.08M	<0.1%	History
ENREnergizer Holdings, Inc.	COM	65,150	$1.07M	<0.1%	History
EPCEdgewell Personal Care Co	COM	50,090	$1.07M	<0.1%	History
BWMNBowman Consulting Group Ltd.	COM	22,166	$630.4K	<0.1%	History
ASIXAdvanSix Inc.	COM	25,248	$616.1K	<0.1%	History
MECMayville Engineering Company, Inc.	COM	32,133	$576.8K	<0.1%	History
PLAYDave & Buster's Entertainment, Inc.	COM	48,139	$521.3K	<0.1%	History
FETForum Energy Technologies, Inc.	COM	8,740	$512.7K	<0.1%	History
OPRXOptimizeRx Corp	COM NEW	55,637	$349.4K	<0.1%	History
HBBHamilton Beach Brands Holding Co	COM CL A	18,203	$344.9K	<0.1%	History
GGenpact LTD	SHS	8,757	$326.2K	<0.1%	History
PKEPark Aerospace Corp	COM	11,350	$310.8K	<0.1%	History
WSWorthington Steel, Inc.	COM SHS	10,000	$303.5K	<0.1%	History
ProShares Tr74349Y837	SHORT QQQ	9,100	$292.9K	<0.1%	–
ProShares Tr74349Y753	SHOR S&P 500 NEW	7,000	$265.5K	<0.1%	–
SLDESlide Insurance Holdings, Inc.	COM	12,100	$217.8K	<0.1%	History
J P Morgan Exchange Traded F46641Q399	BETABUILDRS US	1,609	$188.5K	<0.1%	–
ACHCAcadia Healthcare Company, Inc.	COM	8,000	$187.1K	<0.1%	History
MPXMarine Products Group, LLC	COM	25,207	$183.3K	<0.1%	History
ROKURoku, Inc	COM CL A	1,926	$182.2K	<0.1%	History
ALSumisho Air Lease Corp	CL A	2,477	$160.9K	<0.1%	History
WWayfair Inc.	CL A	2,094	$157.5K	<0.1%	History
WEATTeucrium Commodity Trust	WHEAT FD	6,000	$141.4K	<0.1%	History
VIAVViavi Solutions Inc.	COM	4,000	$133.1K	<0.1%	History
Vanguard Intl Equity Index F922042874	FTSE EUROPE ETF	1,570	$129.4K	<0.1%	–
Clearway Energy, Inc.18539C105	CL A	3,069	$120.2K	<0.1%	–
Veolia Environnement Sponsored ADR92334N103	COM	6,000	$114.5K	<0.1%	–
PAYCPaycom Software, Inc.	Stock	815	$99.1K	<0.1%	History
HLNEHamilton Lane INC	CL A	993	$98.7K	<0.1%	History
ZZillow Group, Inc.	CL C CAP STK	2,383	$98.6K	<0.1%	History
GGGGraco Inc	COM	1,140	$96.5K	<0.1%	History
SFTBFSoftbank Group Corp.	COM	4,000	$89.6K	<0.1%	History
AIZAssurant, Inc.	Stock	395	$86.0K	<0.1%	History
OGEOGE Energy Corp.	COM	1,750	$83.9K	<0.1%	History
DEIDouglas Emmett Inc	COM	8,787	$82.8K	<0.1%	History
CNMCore & Main, Inc.	CL A	1,642	$81.1K	<0.1%	History
NSANational Storage Affiliates Trust	COM SHS BEN IN	2,146	$81.0K	<0.1%	History
MSMMSC Industrial Direct Co Inc	CL A	872	$80.5K	<0.1%	History
PTCPTC Inc.	Stock	552	$78.7K	<0.1%	History
JHGJanus Henderson Group Ltd.	ORD SHS	1,494	$76.7K	<0.1%	History
ULTAUlta Beauty, Inc.	Stock	144	$75.3K	<0.1%	History
PRIPrimerica, Inc.	Stock	296	$74.1K	<0.1%	History
WCCWesco International Inc	COM	264	$72.2K	<0.1%	History
CNXCNX Resources Corp	COM	1,865	$71.9K	<0.1%	History
TRUTransUnion	COM	1,023	$70.8K	<0.1%	History
SEESealed Air Corp	COM	1,645	$69.2K	<0.1%	History
IDAIdacorp Inc	COM	479	$68.5K	<0.1%	History
PSNParsons Corp	COM	1,263	$68.4K	<0.1%	History
FHBFirst Hawaiian, Inc.	COM	2,753	$67.8K	<0.1%	History
J P Morgan Exchange Traded F46641Q373	BETABUILDERS I	924	$67.6K	<0.1%	–
STSensata Technologies Holding plc	SHS	1,886	$66.4K	<0.1%	History
CRD.BCrawford & Co	CL B	6,500	$65.9K	<0.1%	History
Cambria ETF Tr132061821	CANNABIS ETF	12,849	$65.7K	<0.1%	–
SGCSuperior Group of Companies, Inc.	COM	6,305	$64.1K	<0.1%	History
POSTPost Holdings, Inc.	COM	646	$63.9K	<0.1%	History
SEICSEI Investments Co	COM	808	$63.4K	<0.1%	History
EFXEquifax Inc	COM	351	$63.2K	<0.1%	History
BOHBank of Hawaii Corp	COM	850	$63.1K	<0.1%	History
WMSAdvanced Drainage Systems, Inc.	COM	447	$61.3K	<0.1%	History
OVVOvintiv Inc.	COM	1,027	$61.0K	<0.1%	History
BYDBoyd Gaming Corp	COM	740	$60.8K	<0.1%	History
INGRIngredion Inc	COM	522	$58.8K	<0.1%	History
COLBColumbia Banking System, Inc.	COM	2,142	$58.8K	<0.1%	History
CUZCousins Properties Inc	COM NEW	2,594	$58.5K	<0.1%	History
RVTYRevvity, Inc.	COM	645	$56.5K	<0.1%	History
SYFSynchrony Financial	COM	827	$56.3K	<0.1%	History
LENLennar Corp	CL A	646	$56.1K	<0.1%	History
FRHCFreedom Holding Corp.	COM	385	$55.8K	<0.1%	History
Nuveen Intermediate Duration Quality Municipal Term Fund670677103	COM	4,743	$53.9K	<0.1%	–
TECHBIO-TECHNE Corp	COM	1,031	$53.9K	<0.1%	History
DASHDoorDash, Inc.	Stock	354	$53.2K	<0.1%	History
SUNSunoco LP	COM UT REP LP	796	$51.7K	<0.1%	History
ZIONZions Bancorporation, National Association	COM	897	$51.7K	<0.1%	History
SAROStandardAero, Inc.	COM	1,969	$50.9K	<0.1%	History
FAFFirst American Financial Corp	Stock	843	$50.8K	<0.1%	History
LWLamb Weston Holdings, Inc.	Stock	1,196	$50.5K	<0.1%	History
SPBSpectrum Brands Holdings, Inc.	COM	669	$49.3K	<0.1%	History
SPDR Series Trust78468R622	ST BLOO HIGH ETF	515	$49.3K	<0.1%	–
Schwab Strategic Tr808524698	5 10YR CORP BD	2,150	$48.8K	<0.1%	–
GTESGates Industrial Corp Ltd.	ORD SHS	2,152	$48.7K	<0.1%	History
ESIElement Solutions Inc	COM	1,366	$46.6K	<0.1%	History
AGCOAGCO Corp	COM	391	$45.3K	<0.1%	History
HOLXHologic Inc	COM	595	$45.0K	<0.1%	History
Allianz SE018820100	ADR	1,054	$44.3K	<0.1%	–
AEEAmeren Corp	COM	403	$44.3K	<0.1%	History
ROOTRoot, Inc.	CL A NEW	1,000	$44.2K	<0.1%	History
Popular, Inc.733174106	COM	324	$43.5K	<0.1%	–
NVSTEnvista Holdings Corp	COM	1,695	$43.0K	<0.1%	History
LLoews Corp	COM	401	$42.8K	<0.1%	History
BOKFBok Financial Corp	COM NEW	334	$42.8K	<0.1%	History
TOLToll Brothers, Inc.	COM	311	$42.4K	<0.1%	History