Ancora Advisors LLC

Cleveland, OH · CIK 1446114 · 13F filing filed 2026-08-14

SEC-registered investment adviser since 2003 · limited liability company

Assets managed$4.6bn
Staff46 · 27 in investment roles
Main clients (by assets)Companies 51%, Mutual funds and ETFs 14%, High net worth individuals 9%
Main officeMayfield Heights, OH
Form ADV · 2026-03-31SEC adviser record

Legal entityANCORA ADVISORS LLC (US)

Kindinstitutions
Others nearbyCleveland, OH, Bloomfield Hills, MI
FamilyAncora Advisors LLC · 2 related pages

As an employer

Offices in1 country

Where they work

people there (dot area)number not reportedmain officeHover or tap a dot. Australian and UK companies are placed at their business or registered address, with their staff across the whole country.

Offices

From Form ADV: the main office and the other offices where it does advisory work (at most the 25 largest), with the people doing investment work at each. “About” is worked out: the firm's investment staff less its other offices. Each city links to the other managers there.

City	Country	People
Mayfield Heights, OH (main office)United States	United States	about 25
Bloomfield Hills, MIUnited States	United States	2

Map: places from GeoNames (CC BY 4.0), outlines from Natural Earth.

$5.2bn reported value +10.1% vs Q1 2026

2,040positions

25.0%in top 10

92 new 320 added 833 reduced 506 sold out vs Q1 2026

Options: 24 call positions ($19.5m notional), 12 put positions ($5.9m notional) – listed below, not included above.

This report includes the holdings of 3 other managers that share the investment decisions:

ANCORA PRIVATE WEALTH ADVISORS, LLC – reports through this filing
Ancora Alternatives LLC – reports through this filing
Clutterbuck Capital Management LLC – no 13F of its own this quarter

Shares in two reports are counted once in each security's totals.

Holdings, Q2 2026

The small lines show how much was held over the last 4 quarters (adjusted for stock splits).

#	Security	Ticker	Shares	Value	% of portfolio	Change	Shares change
1	LKQ CORP COM LKQ	LKQ	6,945,080	$182.9m3.54%	3.54%	Reduced -1.1m	-1,101,404 -13.7%
2	VANGUARD INDEX FDS S&P 500 ETF SHS VOO	VOO	243,721	$167.4m3.24%	3.24%	Added +42.0k	+41,958 20.8%
3	AMERICOLD REALTY TRUST INC COM COLD	COLD	10,430,165	$164.0m3.17%	3.17%	Reduced -1.2m	-1,188,337 -10.2%
4	APPLE INC COM AAPL	AAPL	510,346	$147.7m2.86%	2.86%	Reduced -22.9k	-22,858 -4.3%
5	BROADCOM INC COM AVGO	AVGO	375,649	$141.9m2.75%	2.75%	Reduced -38.2k	-38,162 -9.2%
6	ASHLAND INC COM ASH	ASH	1,945,412	$128.2m2.48%	2.48%	Added +1.9m	+1,945,112 648370.7%
7	MICROSOFT CORP COM MSFT	MSFT	245,587	$91.6m1.77%	1.77%	Added +6.3k	+6,320 2.6%
8	RB GLOBAL INC COM RBA	RBA	780,841	$90.9m1.76%	1.76%	Reduced -447.3k	-447,349 -36.4%
9	J P MORGAN EXCHANGE TRADED F ULTRA SHRT ETF JPST	JPST	1,774,918	$89.8m1.74%	1.74%	Reduced -15.9k	-15,866 -0.9%
10	JPMORGAN CHASE & CO COM JPM	JPM	261,581	$85.6m1.66%	1.66%	Reduced -18.8k	-18,776 -6.7%
11	ISHARES TR CORE S&P TTL STK ITOT	ITOT	501,601	$82.4m1.60%	1.60%	Reduced -203.0k	-202,972 -28.8%
12	ABBVIE INC COM ABBV	ABBV	300,556	$75.6m1.46%	1.46%	Reduced -17.0k	-17,018 -5.4%
13	FULLER H B CO COM FUL	FUL	1,257,802	$73.3m1.42%	1.42%	New
14	EATON CORP PLC SHS ETN	ETN	169,523	$72.2m1.40%	1.40%	Reduced -13.1k	-13,147 -7.2%
15	ISHARES TR CORE S&P500 ETF IVV	IVV	86,485	$64.8m1.25%	1.25%	Reduced -1.1k	-1,143 -1.3%
16	JOHNSON & JOHNSON COM JNJ	JNJ	229,968	$58.4m1.13%	1.13%	Reduced -21.3k	-21,326 -8.5%
17	ALPHABET INC CAP STK CL C GOOG	GOOG	155,007	$54.8m1.06%	1.06%	Reduced -8.9k	-8,950 -5.5%
18	BERKSHIRE HATHAWAY INC DEL CL B NEW BRK.B	BRK.B	95,987	$48.0m0.93%	0.93%	Reduced -1.3k	-1,334 -1.4%
19	SOTERA HEALTH CO COM SHC	SHC	2,683,637	$47.6m0.92%	0.92%	New
20	JANUS DETROIT STR TR HENDRSON AAA CL JAAA	JAAA	939,934	$47.5m0.92%	0.92%	Added +49.5k	+49,488 5.6%
21	GENERAL DYNAMICS CORP COM GD	GD	133,684	$47.4m0.92%	0.92%	Reduced -4.3k	-4,293 -3.1%
22	EOG RES INC COM EOG	EOG	340,102	$44.1m0.85%	0.85%	Reduced -27.9k	-27,932 -7.6%
23	VANECK ETF TRUST MRNGSTR WDE MOAT MOAT	MOAT	414,625	$43.1m0.83%	0.83%	Added +23.3k	+23,271 6.0%
24	GREEN PLAINS INC COM GPRE	GPRE	2,727,491	$41.9m0.81%	0.81%	Reduced -7.4k	-7,435 -0.3%
25	BANK AMERICA CORP COM BAC	BAC	715,456	$40.8m0.79%	0.79%	Reduced -60.2k	-60,163 -7.8%
26	AMAZON COM INC COM AMZN	AMZN	167,856	$40.0m0.77%	0.77%	Reduced -4.5k	-4,519 -2.6%
27	AMCOR PLC COM NEW AMCR	AMCR	910,503	$39.5m0.76%	0.76%	Added +874.4k	+874,402 2422.1%
28	CHEVRON CORP NEW COM CVX	CVX	232,266	$38.5m0.75%	0.75%	Reduced -12.2k	-12,185 -5.0%
29	HOME DEPOT INC COM HD	HD	102,289	$36.1m0.70%	0.70%	Reduced -7.8k	-7,760 -7.0%
30	NVIDIA CORPORATION COM NVDA	NVDA	174,716	$35.0m0.68%	0.68%	Added +782	+782 0.5%
31	MARRIOTT INTL INC NEW CL A MAR	MAR	92,037	$34.1m0.66%	0.66%	Reduced -3.0k	-3,037 -3.2%
32	ISHARES TR CORE MSCI EAFE IEFA	IEFA	345,301	$33.3m0.65%	0.65%	Added +16.8k	+16,806 5.1%
33	PROCTER AND GAMBLE CO COM PG	PG	221,092	$32.4m0.63%	0.63%	Reduced -23.5k	-23,535 -9.6%
34	INVESCO EXCH TRADED FD TR II NASDAQ 100 ETF QQQM	QQQM	106,778	$32.4m0.63%	0.63%	Added +26.1k	+26,083 32.3%
35	RAYONIER INC COM RYN	RYN	1,484,459	$31.6m0.61%	0.61%	Reduced -86.8k	-86,767 -5.5%
36	ALPHABET INC CAP STK CL A GOOGL	GOOGL	88,308	$31.6m0.61%	0.61%	Reduced -3.5k	-3,519 -3.8%
37	VESTIS CORPORATION COM SHS VSTS	VSTS	2,093,530	$30.4m0.59%	0.59%	Reduced -94.6k	-94,645 -4.3%
38	VANGUARD BD INDEX FDS SHORT TRM BOND BSV	BSV	379,608	$29.6m0.57%	0.57%	Reduced -2.3k	-2,301 -0.6%
39	HOULIHAN LOKEY INC CL A HLI	HLI	214,346	$28.8m0.56%	0.56%	Reduced -9.0k	-9,011 -4.0%
40	MIDDLEBY CORP COM MIDD	MIDD	155,785	$26.8m0.52%	0.52%	Added +29.2k	+29,199 23.1%
41	MASTERCARD INCORPORATED CL A MA	MA	50,276	$25.8m0.50%	0.50%	Added +3.5k	+3,547 7.6%
42	BLACKROCK ETF TRUST ISHARES US EQUIT DYNF	DYNF	378,208	$25.7m0.50%	0.50%	Added +56.5k	+56,509 17.6%
43	MCDONALDS CORP COM MCD	MCD	92,225	$24.9m0.48%	0.48%	Reduced -5.9k	-5,901 -6.0%
44	SCHWAB STRATEGIC TR US LRG CAP ETF SCHX	SCHX	842,583	$24.8m0.48%	0.48%	Reduced -43.2k	-43,217 -4.9%
45	HONEYWELL INTL INC COM HON	HON	105,739	$23.7m0.46%	0.46%	New
46	HONEYWELL AEROSPACE INC COM HONA	HONA	105,618	$23.3m0.45%	0.45%	New
47	PROG HOLDINGS INC COM NPV PRG	PRG	478,176	$22.3m0.43%	0.43%	Added +110.4k	+110,436 30.0%
48	ISHARES TR CORE S&P SCP ETF IJR	IJR	147,673	$21.9m0.42%	0.42%	Added +6.6k	+6,604 4.7%
49	LINDE PLC SHS LIN	LIN	39,414	$20.5m0.40%	0.40%	Reduced -3.8k	-3,782 -8.8%
50	SIMPLIFY EXCHANGE TRADED FUN SHORT TERM TREA TUA	TUA	996,922	$20.4m0.39%	0.39%	Added +6.7k	+6,673 0.7%
51	CRH PLC ORD CRH	CRH	188,411	$20.2m0.39%	0.39%	Reduced -4.2k	-4,216 -2.2%
52	CRANE NXT CO COM CXT	CXT	392,919	$20.1m0.39%	0.39%	Added +14.2k	+14,178 3.7%
53	ISHARES TR 0-5 YR TIPS ETF STIP	STIP	193,971	$19.8m0.38%	0.38%	Added +12.4k	+12,405 6.8%
54	NEXTNAV INC COMMON STOCK NN	NN	1,083,439	$19.3m0.37%	0.37%	Reduced -1.1m	-1,086,736 -50.1%
55	APPLIED MATLS INC COM AMAT	AMAT	26,601	$19.2m0.37%	0.37%	Reduced -7.0k	-7,001 -20.8%
56	MILLROSE PPTYS INC COM CL A MRP	MRP	625,650	$18.8m0.36%	0.36%	Added +215.5k	+215,461 52.5%
57	VANGUARD INDEX FDS VALUE ETF VTV	VTV	85,983	$18.7m0.36%	0.36%	Added +7.0k	+7,017 8.9%
58	ISHARES TR CORE TOTAL USD IUSB	IUSB	400,059	$18.5m0.36%	0.36%	Added +104.9k	+104,938 35.6%
59	ISHARES TR CORE S&P MCP ETF IJH	IJH	237,591	$18.3m0.35%	0.35%	Added +764	+764 0.3%
60	ISHARES TR S&P 500 GRWT ETF IVW	IVW	129,830	$17.9m0.35%	0.35%	Added +16.1k	+16,132 14.2%
61	STIFEL FINL CORP COM SF	SF	254,005	$17.7m0.34%	0.34%	Reduced -17.1k	-17,098 -6.3%
62	VANGUARD INTL EQUITY INDEX F FTSE EMR MKT ETF VWO	VWO	292,056	$17.4m0.34%	0.34%	Added +115.7k	+115,704 65.6%
63	WYNDHAM HOTELS & RESORTS INC COM WH	WH	205,911	$17.3m0.34%	0.34%	Added +39.7k	+39,700 23.9%
64	DISNEY WALT CO COM DIS	DIS	179,843	$17.3m0.34%	0.34%	Reduced -25.3k	-25,308 -12.3%
65	SHERWIN WILLIAMS CO COM SHW	SHW	49,946	$17.2m0.33%	0.33%	Reduced -898	-898 -1.8%
66	RTX CORPORATION COM RTX	RTX	89,684	$17.0m0.33%	0.33%	Reduced -5.3k	-5,343 -5.6%
67	BLACKROCK ETF TRUST ISHA IN CTRY ETF CORO	CORO	462,447	$16.9m0.33%	0.33%	Added +462.3k	+462,287 288929.4%
68	INVESCO EXCH TRADED FD TR II S&P 500 REVENUE RWL	RWL	132,040	$16.9m0.33%	0.33%	Added +11.3k	+11,346 9.4%
69	ASML HOLDING N V N Y REGISTRY SHS ASML	ASML	8,264	$16.4m0.32%	0.32%	Reduced -1.5k	-1,464 -15.1%
70	PACCAR INC COM PCAR	PCAR	135,584	$16.3m0.32%	0.32%	Reduced -14.8k	-14,795 -9.8%
71	VANGUARD SPECIALIZED FUNDS DIV APP ETF VIG	VIG	68,389	$16.2m0.31%	0.31%	Reduced -4.2k	-4,192 -5.8%
72	ISHARES INC CORE MSCI EMKT IEMG	IEMG	193,875	$16.1m0.31%	0.31%	Reduced -10.4k	-10,394 -5.1%
73	MARRIOTT VACATIONS WORLDWIDE COM VAC	VAC	157,072	$16.0m0.31%	0.31%	Added +39.1k	+39,073 33.1%
74	ARES MANAGEMENT CORPORATION CL A COM STK ARES	ARES	143,244	$15.9m0.31%	0.31%	Added +21.2k	+21,172 17.3%
75	COSTCO WHSL CORP NEW COM COST	COST	16,985	$15.9m0.31%	0.31%	Reduced -461	-461 -2.6%
76	BLACKSTONE INC COM BX	BX	133,505	$15.7m0.30%	0.30%	Added +25.6k	+25,615 23.7%
77	QUALCOMM INC COM QCOM	QCOM	84,763	$15.7m0.30%	0.30%	Reduced -41.3k	-41,304 -32.8%
78	VONTIER CORPORATION COM VNT	VNT	539,805	$15.7m0.30%	0.30%	Added +257.3k	+257,279 91.1%
79	GILEAD SCIENCES INC COM GILD	GILD	121,465	$15.3m0.30%	0.30%	Reduced -9.1k	-9,072 -7.0%
80	VISA INC COM CL A V	V	44,644	$15.3m0.30%	0.30%	Added +944	+944 2.2%
81	AMRIZE LTD SHS AMRZ	AMRZ	283,522	$15.1m0.29%	0.29%	Added +52.8k	+52,759 22.9%
82	ISHARES GOLD TR SHARES REPRESENT IAUM	IAUM	377,224	$15.1m0.29%	0.29%	Reduced -266.3k	-266,293 -41.4%
83	AMENTUM HOLDINGS INC COM AMTM	AMTM	715,652	$14.8m0.29%	0.29%	Added +12.5k	+12,533 1.8%
84	SPDR S&P 500 ETF TR TR UNIT SPY	SPY	19,604	$14.6m0.28%	0.28%	Reduced -447	-447 -2.2%
85	VANGUARD INDEX FDS SM CP VAL ETF VBR	VBR	59,556	$14.5m0.28%	0.28%	Reduced -5.9k	-5,877 -9.0%
86	API GROUP CORP COM STK APG	APG	341,163	$14.4m0.28%	0.28%	Added +34.3k	+34,276 11.2%
87	SALESFORCE INC COM CRM	CRM	90,219	$14.1m0.27%	0.27%	Added +2.2k	+2,195 2.5%
88	ISHARES TR MBS ETF MBB	MBB	148,301	$14.0m0.27%	0.27%	Added +25.6k	+25,577 20.8%
89	INTERNATIONAL FLAVORS&FRAGRA COM IFF	IFF	176,704	$14.0m0.27%	0.27%	Added +125.6k	+125,563 245.5%
90	INVESCO EXCH TRADED FD TR II S&P SMALLCAP 600 RWJ	RWJ	234,519	$14.0m0.27%	0.27%	Added +15.3k	+15,349 7.0%
91	BLACKROCK ETF TRUST ISHA I IN TE ETF BAI	BAI	260,353	$13.7m0.27%	0.27%	Added +28.8k	+28,761 12.4%
92	ISHARES TR EAFE VALUE ETF EFV	EFV	178,309	$13.6m0.26%	0.26%	Reduced -13.5k	-13,522 -7.0%
93	VANGUARD TAX-MANAGED FDS VAN FTSE DEV MKT VEA	VEA	190,340	$13.6m0.26%	0.26%	Added +34.9k	+34,924 22.5%
94	AMERICAN CENTY ETF TR US SML CP VALU AVUV	AVUV	108,656	$13.6m0.26%	0.26%	Reduced -312	-312 -0.3%
95	RESIDEO TECHNOLOGIES INC COM REZI	REZI	435,550	$13.5m0.26%	0.26%	New
96	VANGUARD INDEX FDS MID CAP ETF VO	VO	166,541	$13.4m0.26%	0.26%	Reduced -1.5k	-1,479 -0.9%
97	CONCENTRA GROUP HOLDINGS PAR COMMON STOCK CON	CON	446,550	$13.3m0.26%	0.26%	Added +43.4k	+43,410 10.8%
98	FORTUNE BRANDS INNOVATIONS I COM FBIN	FBIN	239,366	$13.1m0.25%	0.25%	Reduced -38.9k	-38,930 -14.0%
99	WALMART INC COM WMT	WMT	115,781	$13.1m0.25%	0.25%	Reduced -7.8k	-7,820 -6.3%
100	BOOKING HOLDINGS INC COM BKNG	BKNG	72,262	$12.9m0.25%	0.25%	Added +9.4k	+9,437 15.0%

Sold out since Q1 2026

Security	Ticker	Shares held before	Value then
HONEYWELL INTL INC		110,136	$49.8m110.1k shares
DUPONT DE NEMOURS INC DWDP	DWDP	61,179	$8.4m61.2k shares
INSTEEL INDS INC IIIN	IIIN	115,177	$3.9m115.2k shares
PERELLA WEINBERG PARTNERS PWP	PWP	208,276	$3.8m208.3k shares
COTERRA ENERGY INC CTRA	CTRA	52,559	$1.8m52.6k shares
ORION GROUP HLDGS INC ORN	ORN	157,203	$1.7m157.2k shares
CALERES INC CAL	CAL	121,040	$1.3m121.0k shares
AMPLIFY ENERGY CORP NEW AMPY	AMPY	190,990	$1.2m191.0k shares
PEDEVCO CORP PED	PED	74,378	$1.2m74.4k shares
MICROBOT MED INC MBOT	MBOT	477,080	$1.1m477.1k shares
ENHABIT INC EHAB	EHAB	76,390	$1.1m76.4k shares
ENERGIZER HLDGS INC NEW ENR	ENR	65,150	$1.1m65.2k shares
EDGEWELL PERS CARE CO EPC	EPC	50,090	$1.1m50.1k shares
BOWMAN CONSULTING GROUP LTD BWMN	BWMN	22,166	$630.4k22.2k shares
ADVANSIX INC ASIX	ASIX	25,248	$616.1k25.2k shares
MAYVILLE ENGR CO INC MEC	MEC	32,133	$576.8k32.1k shares
DAVE & BUSTERS ENTMT INC PLAY	PLAY	48,139	$521.3k48.1k shares
FORUM ENERGY TECHNOLOGIES IN FET	FET	8,740	$512.7k8.7k shares
OPTIMIZERX CORP OPRX	OPRX	55,637	$349.4k55.6k shares
HAMILTON BEACH BRANDS HLDG C HBB	HBB	18,203	$344.9k18.2k shares
GENPACT LIMITED G	G	8,757	$326.2k8.8k shares
PARK AEROSPACE CORP PKE	PKE	11,350	$310.8k11.3k shares
WORTHINGTON STL INC WS	WS	10,000	$303.5k10.0k shares
PROSHARES TR PSQ	PSQ	9,100	$292.9k9.1k shares
PROSHARES TR SH	SH	7,000	$265.5k7.0k shares

Options (notional value)

Underlying	Ticker	Type	Shares controlled	Notional	Change
ISHARES TR Put		Put	4,600	$3.2m4.6k shares	Added
ZSCALER INC ZS · Call	ZS	Call	875	$3.0m875 shares	New
SERVICENOW INC NOW · Call	NOW	Call	1,250	$2.9m1.2k shares	New
NEXTNAV INC NN · Put	NN	Put	6,180	$2.0m6.2k shares	Added
ORACLE CORP ORCL · Call	ORCL	Call	750	$1.9m750 shares	New
APOLLO GLOBAL MGMT INC APO · Call	APO	Call	1,250	$1.7m1.2k shares	New
SPOTIFY TECHNOLOGY S A SPOT · Call	SPOT	Call	325	$1.7m325 shares	New
ARES MANAGEMENT CORPORATION ARES · Call	ARES	Call	1,250	$1.7m1.2k shares	New
BLACKSTONE INC BX · Call	BX	Call	1,500	$1.5m1.5k shares	New
KKR & CO INC KKR · Call	KKR	Call	1,250	$1.2m1.2k shares	New
BLUE OWL CAPITAL CORPORATION OBDC · Call	OBDC	Call	11,275	$1.2m11.3k shares	New
INTUIT INTU · Call	INTU	Call	375	$862.5k375 shares	New
LKQ CORP LKQ · Call	LKQ	Call	4,602	$661.5k4.6k shares	New
NEXTNAV INC NN · Call	NN	Call	1,400	$357.0k1.4k shares	New
AMERICOLD REALTY TRUST INC COLD · Call	COLD	Call	1,000	$240.0k1.0k shares	Reduced
KKR & CO INC KKR · Put	KKR	Put	1,600	$197.2k1.6k shares	New
RB GLOBAL INC RBA · Put	RBA	Put	600	$178.5k600 shares	New
RB GLOBAL INC RBA · Call	RBA	Call	293	$178.5k293 shares	Reduced
ISHARES INC EWZ · Call	EWZ	Call	550	$148.9k550 shares	New
SHERWIN WILLIAMS CO SHW · Put	SHW	Put	144	$129.6k144 shares	Unchanged
SPDR GOLD TR GLD · Put	GLD	Put	60	$125.4k60 shares	Unchanged
VEEVA SYS INC VEEV · Call	VEEV	Call	137	$110.8k137 shares	Unchanged
GREEN PLAINS INC GPRE · Call	GPRE	Call	305	$85.2k305 shares	Unchanged
UNITEDHEALTH GROUP INC UNH · Call	UNH	Call	25	$71.9k25 shares	Reduced
SPDR SERIES TRUST SPHY · Call	SPHY	Call	600	$50.3k600 shares	New