Ancora Advisors LLC holds a diversified book of 2037 stocks worth $5.2B as of Q2 2026 (disclosed Aug 14, 2026, a ~45-day 13F lag). This quarter they opened H.B. Fuller Co. and trimmed LKQ Corp. Their largest long position is LKQ Corp at 4% of the equity book. They also disclosed $5.9M in put options (a bearish bet) and $19.5M in call options (bullish), shown separately below and excluded from the equity book.
Top-heavy: diversified book
Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.
71% mapped to company sectors
Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.
Estimated $ traded · quarter-end prices, no cost basis
Other tracked managers holding the same core names as Ancora Advisors LLC
| Manager / fund | Shared names | Their $ in those |
|---|---|---|
| Integrated Wealth Concepts LLC | 80 / 80 | $3.9B |
| Arax Advisory Partners | 79 / 80 | $3.5B |
| Global Retirement Partners, LLC | 79 / 80 | $1.7B |
| US BANCORP \DE\ | 78 / 80 | $32.2B |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 78 / 80 | $17.2B |
| OSAIC HOLDINGS, INC. | 78 / 80 | $15.6B |
| Steward Partners Investment Advisory, LLC | 78 / 80 | $6.2B |
| Clearstead Advisors, LLC | 78 / 80 | $3.8B |
Ranked by how many of Ancora Advisors LLC's top 80 disclosed names each fund also holds: a cross-fund conviction signal from the latest 13F of every tracked manager.
Bars show each stock's share of the portfolio. Click a row for its position history.
| # | Security | Value | Shares | % Port | Last move | History |
|---|---|---|---|---|---|---|
| 1 | LKQ Corp COM | $182.9M | 6.95M | 3.5% | ▼−14% Reduced · −1.1M sh | |
| 2 | Vanguard Index FDS INDX FD | $167.4M | 243.7K | 3.2% | ▲+21% Added · +42K sh | |
| 3 | Americold Realty Trust COM | $164.0M | 10.43M | 3.2% | ▼−10% Reduced · −1.2M sh | |
| 4 | Apple Inc COM | $147.7M | 510.3K | 2.9% | ▼−4.3% Reduced · −23K sh | |
| 5 | Broadcom Ltd SHS COM | $141.9M | 375.6K | 2.7% | ▼−9.2% Reduced · −38K sh | |
| 6 | Ashland Inc COM | $128.2M | 1.95M | 2.5% | ▲6k× Added · +1.9M sh | |
| 7 | Microsoft Corp COM | $91.6M | 245.6K | 1.8% | ▲+2.6% Added · +6K sh | |
| 8 | RB Global Inc COM | $90.9M | 780.8K | 1.8% | ▼−36% Reduced · −447K sh | |
| 9 | JP Morgan Ultra Short Income E INDX FD | $89.8M | 1.77M | 1.7% | ▼−0.9% Reduced · −16K sh | |
| 10 | JP Morgan Chase & Co COM | $85.6M | 261.6K | 1.7% | ▼−6.7% Reduced · −19K sh | |
| 11 | Ishares TR INDX FD | $82.4M | 501.6K | 1.6% | ▼−29% Reduced · −203K sh | |
| 12 | Abbvie Inc COM | $75.6M | 300.6K | 1.5% | ▼−5.3% Reduced · −17K sh | |
| 13 | Fuller H B Co COM | $73.3M | 1.26M | 1.4% | ▲New New position | |
| 14 | Eaton Corp PLC COM | $72.2M | 169.5K | 1.4% | ▼−7.2% Reduced · −13K sh | |
| 15 | Ishares TR INDX FD | $64.8M | 86.5K | 1.3% | ▼−1.3% Reduced · −1K sh | |
| 16 | Johnson & Johnson COM | $58.4M | 230.0K | 1.1% | ▼−8.5% Reduced · −21K sh | |
| 17 | Alphabet Inc COM | $54.8M | 155.0K | 1.1% | ▼−5.5% Reduced · −9K sh | |
| 18 | Berkshire Hathaway Inc Del COM | $48.0M | 96.0K | 0.9% | ▼−1.4% Reduced · −1K sh | |
| 19 | Sotera Health Co COM | $47.6M | 2.68M | 0.9% | ▲New New position | |
| 20 | Janus Henderson Aaa Clo ETF INDX FD | $47.5M | 939.9K | 0.9% | ▲+5.5% Added · +49K sh | |
| 21 | General Dynamics Corp COM | $47.4M | 133.7K | 0.9% | ▼−3.1% Reduced · −4K sh | |
| 22 | Eog Res Inc Com COM | $44.1M | 340.1K | 0.9% | ▼−7.6% Reduced · −28K sh | |
| 23 | Vaneck Vectors Morningstar Wid INDX FD | $43.1M | 414.6K | 0.8% | ▲+5.9% Added · +23K sh | |
| 24 | Green Plains Inc COM | $41.9M | 2.73M | 0.8% | ▼−0.3% Reduced · −7K sh | |
| 25 | Bank America Corp COM | $40.8M | 715.5K | 0.8% | ▼−7.8% Reduced · −60K sh | |
| 26 | Amazon Com Inc COM | $40.0M | 167.9K | 0.8% | ▼−2.6% Reduced · −5K sh | |
| 27 | AMCOR COM | $39.5M | 910.5K | 0.8% | ▲25× Added · +874K sh | |
| 28 | Chevron Corp New COM | $38.5M | 232.3K | 0.7% | ▼−5.0% Reduced · −12K sh | |
| 29 | Home Depot Inc COM | $36.1M | 102.3K | 0.7% | ▼−7.0% Reduced · −8K sh | |
| 30 | Nvidia Corp Com COM | $35.0M | 174.7K | 0.7% | ▲+0.4% Added · +782 sh | |
| 31 | Marriott Intl Inc New COM | $34.1M | 92.0K | 0.7% | ▼−3.2% Reduced · −3K sh | |
| 32 | Ishares TR Core Msci Eafe INDX FD | $33.3M | 345.3K | 0.6% | ▲+5.1% Added · +17K sh | |
| 33 | Procter And Gamble Co COM | $32.4M | 221.1K | 0.6% | ▼−9.6% Reduced · −24K sh | |
| 34 | Invesco Nasdaq 100 ETF INDX FD | $32.4M | 106.8K | 0.6% | ▲+32% Added · +26K sh | |
| 35 | Rayonier Inc COM | $31.6M | 1.48M | 0.6% | ▼−5.5% Reduced · −87K sh | |
| 36 | Alphabet Inc COM | $31.6M | 88.3K | 0.6% | ▼−3.8% Reduced · −4K sh | |
| 37 | Vestis Corporation Com SHS COM | $30.4M | 2.09M | 0.6% | ▼−4.3% Reduced · −95K sh | |
| 38 | Vanguard BD Index FDS INDX FD | $29.6M | 379.6K | 0.6% | ▼−0.6% Reduced · −2K sh | |
| 39 | Houlihan Lokey Inc COM | $28.8M | 214.3K | 0.6% | ▼−4.0% Reduced · −9K sh | |
| 40 | Middleby Corp COM | $26.8M | 155.8K | 0.5% | ▲+23% Added · +29K sh | |
| 41 | Mastercard Incorporated COM | $25.8M | 50.3K | 0.5% | ▲+7.6% Added · +4K sh | |
| 42 | BlackRock US Equity Factor Rot INDX FD | $25.7M | 378.2K | 0.5% | ▲+18% Added · +57K sh | |
| 43 | McDonalds Corp COM | $24.9M | 92.2K | 0.5% | ▼−6.0% Reduced · −6K sh | |
| 44 | Schwab Strategic TR INDX FD | $24.8M | 842.6K | 0.5% | ▼−4.9% Reduced · −43K sh | |
| 45 | Honeywell International Inc COM | $23.7M | 105.7K | 0.5% | ▲New New position | |
| 46 | Honeywell Aerospace Inc Com COM | $23.3M | 105.6K | 0.5% | ▲New New position | |
| 47 | Prog Holdings Inc COM | $22.3M | 478.2K | 0.4% | ▲+30% Added · +110K sh | |
| 48 | Ishares TR INDX FD | $21.9M | 147.7K | 0.4% | ▲+4.7% Added · +7K sh | |
| 49 | Linde PLC COM | $20.5M | 39.4K | 0.4% | ▼−8.8% Reduced · −4K sh | |
| 50 | Sim ST Treas Fut Strat ETF INDX FD | $20.4M | 996.9K | 0.4% | ▲+0.7% Added · +7K sh |
The public view is the crawlable proof. The same sourced dataset is available through REST and MCP for agents, research scripts, and back-office tools.
This fund page is the Follow view. The Build view lets your agent pull holdings, quarter changes, overlap, and source filings through API or MCP.
curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/funds/1446114/holdings"
Use Arkolith to show Ancora Advisors LLC's latest holdings, largest changes, and filing provenance.
Put / call positions from the 13F — totals include every disclosed option leg
| Type | Underlying | Notional value | Underlying shares |
|---|---|---|---|
| PUT · bearish | ISHARES TR | $3.2M | 5K |
| CALL · bullish | ZS 280121C00185000 | $3.0M | 875 |
| CALL · bullish | NOW 280121C00130000 | $2.9M | 1K |
| PUT · bearish | NEXTNAV INC 260717P00020000 | $2.0M | 6K |
| CALL · bullish | ORCL 280121C00240000 | $1.9M | 750 |
| CALL · bullish | APO 280121C00150000 | $1.7M | 1K |
| CALL · bullish | SPOT 280121C00750000 | $1.7M | 325 |
| CALL · bullish | ARES 280121C00150000 | $1.7M | 1K |
| CALL · bullish | BX 280121C00160000 | $1.5M | 2K |
| CALL · bullish | KKR 280121C00130000 | $1.2M | 1K |
| CALL · bullish | OWL 280121C00013000 | $1.2M | 11K |
| CALL · bullish | INTUIT | $863K | 375 |
| CALL · bullish | LKQ CORP | $661K | 5K |
| CALL · bullish | NEXTNAV INC 260821C00020000 | $357K | 1K |
| CALL · bullish | COLD 270115C00015000 | $240K | 1K |
| PUT · bearish | KKR 260717P00060000 | $197K | 2K |
| PUT · bearish | RBA 261218P00100000 | $179K | 600 |
| CALL · bullish | RB GLOBAL INC | $179K | 293 |
| CALL · bullish | ISHARES INC | $149K | 550 |
| PUT · bearish | SHERWIN WILLIAMS CO | $130K | 144 |
| PUT · bearish | GLD PUT 380.000 09182026 | $125K | 60 |
| CALL · bullish | VEEVA SYS INC | $111K | 137 |
| CALL · bullish | GREEN PLAINS INC | $85K | 305 |
| CALL · bullish | UNITEDHEALTH GROUP INC | $72K | 25 |
| CALL · bullish | XOP 260717C00170000 | $50K | 600 |
13F filers disclose option positions at the market value of the underlying the contracts reference, not the premium paid. A put is a bearish bet (it gains if the stock falls); a call is bullish. “Underlying shares” is the share count the contracts control, not a share holding. These legs are excluded from the equity book, weighting, concentration and sector figures above. Showing the largest 25 of 36 option legs.
As-of date vs the date the SEC received each filing
| Quarter | As of | Filed | Positions | Value | Form |
|---|---|---|---|---|---|
| Q2 2026 | Jun 30, 2026 | Aug 14, 2026 | 2,510 | $5.2B | 13F-HR |
| Q1 2026 | Mar 31, 2026 | May 15, 2026 | 2,923 | $4.7B | 13F-HR |
| Q4 2025 | Dec 31, 2025 | Feb 17, 2026 | 3,008 | $4.9B | 13F-HR |
| Q3 2025 | Sep 30, 2025 | Nov 14, 2025 | 2,568 | $5.0B | 13F-HR |
| Q2 2025 | Jun 30, 2025 | Aug 14, 2025 | 2,583 | $4.8B | 13F-HR |
| Q1 2025 | Mar 31, 2025 | May 15, 2025 | 2,379 | $4.5B | 13F-HR |
| Q4 2024 | Dec 31, 2024 | Feb 14, 2025 | 2,407 | $4.5B | 13F-HR |
| Q3 2024 | Sep 30, 2024 | Nov 14, 2024 | 2,369 | $4.4B | 13F-HR |
| Q2 2024 | Jun 30, 2024 | Aug 14, 2024 | 2,427 | $4.0B | 13F-HR |
| Q1 2024 | Mar 31, 2024 | May 16, 2024 | 2,393 | $4.4B | 13F-HR |
| Q4 2023 | Dec 31, 2023 | Feb 14, 2024 | 2,348 | $4.3B | 13F-HR |
| Q3 2023 | Sep 30, 2023 | Nov 14, 2023 | 2,383 | $3.8B | 13F-HR |
| Q2 2023 | Jun 30, 2023 | Aug 14, 2023 | 2,421 | $3.8B | 13F-HR |
| Q1 2023 | Mar 31, 2023 | May 16, 2023 | 2,571 | $3.5B | 13F-HR |
| Q4 2022 | Dec 31, 2022 | Feb 14, 2023 | 2,819 | $3.5B | 13F-HR |
| Q3 2022 | Sep 30, 2022 | Nov 14, 2022 | 3,027 | $3.2B | 13F-HR |
| Q2 2022 | Jun 30, 2022 | Aug 15, 2022 | 3,128 | $3.6B | 13F-HR |
| Q1 2022 | Mar 31, 2022 | May 16, 2022 | 3,146 | $4.1B | 13F-HR/A |
| Q4 2021 | Dec 31, 2021 | Feb 14, 2022 | 3,047 | $4.2B | 13F-HR |
| Q3 2021 | Sep 30, 2021 | Nov 15, 2021 | 2,304 | $3.9B | 13F-HR |
| Q2 2021 | Jun 30, 2021 | Nov 12, 2021 | 2,595 | $3.8B | 13F-HR/A |
| Q1 2021 | Mar 31, 2021 | Nov 12, 2021 | 2,420 | $3.6B | 13F-HR/A |
Holdings from SEC EDGAR 13F-HR filings, updated quarterly, filed up to 45 days after quarter-end. Public domain. The book and weighting are long equity only; disclosed put/call options are listed separately and excluded from those totals. Price-derived performance is withheld until the price-source policy and freshness gate are green.