Ancora Advisors LLC

CIK 0001446114 · Q2 2026

13F Equity AUM

$5.2B

+10.4% QoQ

Positions

2,077

-2112 QoQ

AUM Rank

#1,495

Top 12%

Skill Alpha (FF)

-1.2%/yr^ns

No Clear Edge

Rank #4,072 · Top 50%

vs S&P -2.6%/yr (unadj.)

Quarters Tracked

~13 years

Portfolio Concentration

Top 5: 15.5%Top 10: 24.9%Top 20: 36.9%

LKQ13.5%

VOO3.2%

COLD3.2%

AAPL2.8%

AVGO2.7%

ASH2.5%

MSFT1.8%

RBA1.8%

JP MORGAN ULTRA SHORT INCOME E1.7%

JP MORGAN CHASE & CO1.6%

Others (1732)75.2%

HHI (Herfindahl-Hirschman Index) measures portfolio concentration. Low (<1500) = diversified, Moderate (1500-2500), High (>2500) = concentrated bets.

Sector Allocation

No sector data available.

Position Sizing

Positions: 1742Median: 0.00%Avg: 0.06%

0–0.5%

1702(49.3%)

0.5–1%

23(16.6%)

1–3%

14(24.2%)

3–5%

3(9.9%)

5%+

0(0.0%)

Count of positions per weight bucket — (%) = combined portfolio weight

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Portfolio Overlap

Shared: 0Unique: 1,742vs 20 funds

0%Low

1,742

Fund positions

Consensus CUSIPs

Jaccard similarity of this fund’s portfolio vs the consensus of top 20 funds by AUM. Low (<15%) = contrarian, Moderate (15-40%), High (>40%) = follows the crowd.

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Position Changes This Quarter

New0Increased0Decreased0Exited0

No position changes this quarter.

Quarter-over-quarter changes compared to prior 13F filing. New = first appearance; Exited = no longer held.

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Holdings

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