Ancora Advisors LLC

Q3 2025 13F-HR Detailed Holdings

Location
Cleveland, OH
Holdings as of
9/30/2025
Date filed
11/14/2025
Form type
13F-HR
Num holdings
2,568
Total value ($000)
$5,006,498
Net value change ($000)
+185,190 (3.8%)
New positions
136
Sold out positions
133
Turnover %
2.7%
Sector allocation + QoQ delta (equities-only)

Holdings broken out by other managers reported in the original SEC filing. View aggregated holdings

Prev filing: 8/14/2025 Next filing: 2/17/2026 SEC filing
You are on the SEC detailed breakdown page. Rows are shown as reported in the filing (including other manager, discretion, and voting authority fields), and are not merged like the standard holdings view. Switch to aggregated holdings.

Snapshot: Change Analysis

Compared to Q2 2025
Methodology: sector metrics are equities-only; instrument mix chart is ex-options; options exposure is shown separately. Why this matters.
Top Adds (Value $000, Stocks/ETFs)
SEE 62,603 106.3%
AAPL 24,101 21.0%
IAUM 18,716 427.0%
GLIBA 17,651 NEW
AVGO 14,743 11.0%
ABBV 14,626 22.8%
ZTS 14,110 280.3%
AEBI 13,898 NEW
GOOGL 11,375 36.6%
RAL 11,168 471.4%
Top Reduces (Value $000, Stocks/ETFs)
NSC -43,439 -14.8%
AMCR -38,861 -95.9%
RBA -34,701 -38.4%
WY -21,389 -91.1%
KVUE -18,750 -82.5%
PBI -18,220 -100.0%
IAC -12,229 -98.8%
META -9,974 -21.9%
GPRE -9,921 -37.8%
ALIT -9,094 -100.0%
Instrument mix + QoQ Δ (ex-options)
Derivatives reported exposure ($000): 15,883 (0.3% of total reported value)
How this table is calculated: SEC VALUE ($000) is used as reported. For derivatives (PUT/CALL/WARRANT/RIGHT), SEC value represents reported underlying exposure, not premium cash paid/received. Column % is bucket-based: non-options share is calculated inside non-option total, options share is calculated inside options total. Details.
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Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type Discretion Other Manager Sole Shared None

Other Managers

Num Name File Number
1 ANCORA PRIVATE WEALTH ADVISORS, LLC 028-17014
2 Clutterbuck Capital Management LLC
3 Ancora Alternatives LLC 028-21227