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Ancora Advisors LLC

Period ended Jun 30, 2026 · Latest filing Aug 14, 2026

These quarterly holdings are delayed and may not include all assets or short positions. Values are from the reporting date, not current prices or purchase costs. The same security may appear in multiple rows.

Source: SEC

Reported portfolio value

Quarter-end reported holdings; not current value or investment performance.

View reported values
  • Jun 30, 2026: $5,190,769,862

More quarters will appear as history becomes available.

Top holdings

Top 10 at Jun 30, 2026. Matching entries are combined; security classes and options remain separate. Shares exclude principal amounts; option shares reflect the reported underlying amount.

View top holdings values
  1. LKQ CORP · COM · 501889208 · shares: $182,863,964
  2. VANGUARD INDEX FDS · INDX FD · 922908363 · shares: $167,389,694
  3. AMERICOLD REALTY TRUST · COM · 03064d108 · shares: $163,962,194
  4. APPLE INC · COM · 037833100 · shares: $147,673,585
  5. BROADCOM LTD SHS · COM · 11135f101 · shares: $141,901,316
  6. ASHLAND INC · COM · 044186104 · shares: $128,183,197
  7. MICROSOFT CORP · COM · 594918104 · shares: $91,608,945
  8. RB GLOBAL INC · COM · 74935q107 · shares: $90,928,935
  9. JP MORGAN ULTRA SHORT INCOME E · INDX FD · 46641q837 · shares: $89,757,624
  10. JP MORGAN CHASE & CO · COM · 46625h100 · shares: $85,623,368

Reported holdings

2,510 reported entries
IssuerClassCUSIPTypeShares / principalReported value (USD)
OKLO CLASS ACOM02156v109 — 4,310 shares $225,542
DBX ETF TRINDX FD233051846 — 10,000 shares $224,200
EUROPEAN EQUITY FD INCCLSD FD298768102 — 20,324 shares $223,462
LAM RESEARCH CORPCOM512807306 — 515 shares $223,165
FORTITUDE GOLD CORP COMCOM34962k100 — 44,510 shares $222,105
COREWEAVE CLASS ACOM21873s108 — 2,226 shares $221,545
SIMPLIFY INTEREST RATE HEDGE EINDX FD82889n855 — 5,100 shares $221,136
SPECIAL OPPORTUNITIES FD INCCLSD FD84741T104 — 16,250 shares $218,887
VANGUARD INDEX FDSINDX FD922908751 — 720 shares $218,246
NORTHROP GRUMMAN CORPCOM666807102 — 428 shares $217,985
CRISPR THERAPEUTICS AGCOMh17182108 — 3,991 shares $217,669
INVESCO BULLETSHARES 2028 CORPINDX FD46138j643 — 10,662 shares $217,132
FFD FINL CORP COMCOM30243c107 — 4,811 shares $216,784
QNITY ELECTRONICS INCCOM74743l100 — 1,325 shares $216,392
CLARIVATE PLCCOMg21810109 — 100,000 shares $216,000
FIRST TR EXCHANGE-TRADED FDINDX FD33733E203 — 869 shares $215,416
LOWES COS INCCOM548661107 — 975 shares $214,978
DIAGEO PLCADUS25243Q205 — 2,667 shares $214,404
CUMMINS INCCOM231021106 — 298 shares $212,537
ISHARES TRINDX FD464287499 — 1,925 shares $212,366
BLUE OWL CAPITAL CORPORATION CCOM69121k104 — 19,483 shares $211,780
NUVEEN SELECT TAX-FREE INCOMCLSD FD67062F100 — 14,747 shares $211,030
ISHARES TRINDX FD464287226 — 2,125 shares $210,332
CLEVELAND-CLIFFS INC NEWCOM185899101 — 22,300 shares $209,397
DOLLAR GEN CORP NEWCOM256677105 — 1,813 shares $208,706
XCEL ENERGY INC COMCOM98389b100 — 2,594 shares $208,298
ARAMARK HLDGS CORP COMCOM03852u106 — 3,660 shares $208,254
COINBASE GLOBAL INCCOM19260q107 — 1,423 shares $208,028
ROYAL BK CDACOM780087102 — 1,000 shares $207,028
NEXTNAV INC 260918P00020000PUT65345n956 PUT 400 shares $206,000
KLA CORPCOM482480100 — 680 shares $205,163
KNIGHT-SWIFT TRANSN HLDGS INCOM499049104 — 2,624 shares $204,331
ACUSHNET HLDGS CORPCOM005098108 — 1,720 shares $203,870
AFLAC INCCOM001055102 — 1,726 shares $202,373
ANALOG DEVICES INCCOM032654105 — 504 shares $200,174
PEOPLECOM44891n208 — 4,325 shares $199,642
ABBOTT LABSCOM002824100 — 2,200 shares $199,628
BANK NEW YORK MELLON CORPCOM064058100 — 1,370 shares $198,116
ACCELERATE ARBITRAGE FUNDCOM00437k108 — 10,200 shares $198,015
TJX COS INC NEWCOM872540109 — 1,305 shares $197,707
BLUE OWL CAPITAL CORPORATION CCOM69121k104 — 18,034 shares $196,030
CADIZ INCCOM127537207 — 46,640 shares $194,955
LIBERTY MEDIA CORP DELCOM531229755 — 2,046 shares $194,656
MDU RES GROUP INCCOM552690109 — 9,111 shares $193,244
ECOLAB INCCOM278865100 — 692 shares $192,798
KKR 260717P00090000PUT48251w954 PUT 800 shares $192,000
RPM INTL INCCOM749685103 — 1,710 shares $190,066
EVERSOURCE ENERGY COMCOM30040w108 — 2,625 shares $189,709
VANGUARD MALVERN FDSINDX FD922020805 — 3,776 shares $189,675
MFS ACTIVE INTERNATIONAL ETFINDX FD55286w405 — 5,830 shares $189,358
UNION PAC CORPCOM907818108 — 696 shares $189,312
BROADCOM LTD SHSCOM11135f101 — 500 shares $188,875
JPMORGAN HEDGED EQUITY LADDERECOM46654q724 — 2,775 shares $187,534
SPDR SER TR S&P SEMICONDUCTORINDX FD78464a862 — 300 shares $187,110
ISHARES TRINDX FD46434V803 — 3,977 shares $186,621
VANGUARD ADMIRAL FDS INCINDX FD921932828 — 1,351 shares $185,817
GABELLI DIVID & INCOME TRCLSD FD36242H104 — 6,233 shares $183,250
GLOBAL X MLP AND ENERGY INFRASINDX FD37954y293 — 2,457 shares $180,983
GLOBAL X US NATURAL GAS ETFINDX FD37960a172 — 4,499 shares $180,903
SOUTHERN COPPER CORPCOM84265V105 — 1,036 shares $180,533
UBER TECHNOLOGIES INCCOM90353t100 — 2,500 shares $180,400
F N B CORPCOM302520101 — 9,434 shares $180,001
SPDR PORTFOLIO S&P 500 VALUE EINDX FD78464a508 — 2,961 shares $179,999
ZEBRA TECHNOLOGIES CORPORATICOM989207105 — 679 shares $178,754
RBA 261218P00100000PUT74935q957 PUT 600 shares $178,518
AMERICAN WTR WKS CO INC NEWCOM030420103 — 1,350 shares $177,633
ISHARES INCINDX FD464286533 — 2,348 shares $176,757
ALLIANCEBERNSTEIN HOLDINGCOM01881g106 — 5,000 shares $176,100
INVESCO VARIABLE RATE PREFERREINDX FD46138g870 — 7,235 shares $175,883
FLYWIRE CORPORATIONCOM302492103 — 10,000 shares $175,700
IONIS PHARMACEUTICALS INCCOM462222100 — 2,215 shares $175,627
ISHARES TRINDX FD464288273 — 2,132 shares $175,400
IMMUNITYBIO INCCOM45256x103 — 20,000 shares $175,100
TECHNIPFMC LIMITED REGISTEREDCOMg87110105 — 2,625 shares $174,037
SPDR PORTFOLIO AGGREGATE BONDINDX FD78464a649 — 6,814 shares $173,904
SELECT SECTOR SPDR TR REAL ESTINDX FD81369y860 — 3,930 shares $173,038
HARTFORD INSURANCE GROUP INCCOM416515104 — 1,304 shares $172,806
DELL TECHNOLOGIES INCCOM24703l202 — 400 shares $172,584
ISHARES TRINDX FD464287754 — 1,031 shares $171,773
PRIMO BRANDS CORPORATIONCOM741623102 — 7,020 shares $171,569
TERRY CORP CONN COMCOM881484109 — 354 shares $171,279
INVESCO BULLETSHARES 2030 CORPINDX FD46138j460 — 10,243 shares $170,499
APPLOVIN CORPCOM03831w108 — 328 shares $168,995
SYSCO CORPCOM871829107 — 2,013 shares $168,225
INTERCONTINENTALEXCHAN COMCOM45866f104 — 1,364 shares $167,917
ISHARES TRINDX FD464287648 — 426 shares $167,827
MAXLINEAR INC CL ACOM57776j100 — 1,300 shares $166,439
ISHARES TRINDX FD464288646 — 3,163 shares $165,783
ZOETIS INCCOM98978v103 — 2,305 shares $165,605
DTE ENERGY COCOM233331107 — 1,086 shares $165,474
FERMI INC COMCOM314911108 — 17,975 shares $164,651
FIDELITY COVINGTON TRUSTINDX FD316092857 — 5,597 shares $163,992
CLIMB GLOBAL SOLUTIONS INCCOM946760105 — 7,060 shares $163,863
ISHARES TRINDX FD464288570 — 1,150 shares $163,748
CREDO TECHNOLOGY GROUP HOLDINGCOMg25457105 — 600 shares $163,170
AFFIRM HOLDINGS INCCOM00827b106 — 2,000 shares $163,100
MADISON SQUARE GARDEN SPORTS CCOM55825t103 — 400 shares $160,736
MPLX LPLP55336v100 — 2,850 shares $160,540
KRANESHARES TRUSTINDX FD500767843 — 6,671 shares $160,438
PACER US CASH COWS 100 ETFINDX FD69374h881 — 2,576 shares $160,227