Ancora Advisors LLC
Registered adviserReports for
ANCORA PRIVATE WEALTH ADVISORS, LLC
Clutterbuck Capital Management LLC
Ancora Alternatives LLC
Filing Date
Global Rank
#874
/ 8,818
▼ 24
Top Industry
Specialty Chemicals
7.4%
Period ended 4 months ago
Filed Aug 14, 2026 · 2mo
26 quarters · since Mar 2020
Regulatory profile
From Form ADV, the SEC filer profile, 13D/13G type codes and N-CEN, never from the name.
Holder type
Registered adviser
Form ADV roster, Oct 1, 2026
Regulatory AUM
$4,614,815,571
Main clients
Corporations
(51% of AUM)
Registered funds advised
4 series
(0 index, 0 ETFs)
$311,877,073 net assets· N-CEN Dec 31, 2025
LEI
549300S3TCYN5UKIPQ04
Private funds on Schedule D 7.B.(1)
As filed Dec 6, 2024; SEC's bulk Form ADV archive ends with 2024 filings.
No private funds listed.
Form ADV history
Monthly rosters from Dec 2019; each row is a run with the same figures, newest first.
| Rosters | Regulatory AUM | Main clients |
|---|---|---|
| Apr 2026 to Oct 2026 | $4,614,815,571 | Corporations (51%) |
| Apr 2025 to Mar 2026 | $4,478,947,496 | Corporations (55%) |
| Apr 2024 to Mar 2025 | $4,349,129,178 | Corporations (60%) |
| May 2023 to Mar 2024 | $4,090,993,997 | Corporations (62%) |
| Apr 2023 | $4,090,993,997 | Corporations (62%) |
| Apr 2022 to Mar 2023 | $5,447,789,801 | Corporations (58%) |
3 earlier changes not shown.
Portfolio style
Measured from the filed 13F common-share book for Jun 30, 2026, never from the firm's own description.
Style
Diversified active
Top 10 weight 33.3%, 54.7 effective positions, active share 61.3% against every 13F filer's combined book; it meets none of the index-like, systematic-like or concentrated tests
Turnover
Medium turnover
39.0% over the last four quarters (30% to under 100%)
Horizon
Long horizon
Value-weighted holding period 20.4 quarters (12+), a floor since 64.9% of the book was already held when coverage starts
Closest benchmark: every 13F filer's combined book, active share 61.3%; sector active share 27.1% against the combined 13F book's sector weights.
Over time 26 measured quarters
How the bands are measured
Style bands measure the filed 13F common-share book each closed quarter, tested in this order. Unknown: under $10,000,000 of valued equity or 5 stocks. Index-like (100+ stocks): active share of 20% or less against the closest benchmark, which is the S&P 500, S&P MidCap 400, S&P SmallCap 600, Russell 1000, Russell 2000, Nasdaq-100 or Dow Jones Industrial Average (weighted by an index-tracking fund's reported holdings or the index's constituents nearest the quarter end, over the names resolved to companies, and only when those are 90%+ of its weight) or every 13F filer's combined book, or index series holding 80%+ of the registered fund assets it advises (N-CEN) and equal to 50%+ of its book. Systematic-like: 500+ stocks, 100%+ annual turnover and a top 10 weight of 25% or less. Concentrated: a top 10 weight of 60%+ or 12 or fewer effective positions. Diversified active: none of these. Turnover is the smaller of buys and sells over average equity value, summed over four quarters: low under 30%, high 100%+. Horizon is the value-weighted number of quarters each position has been held: short under 4, long 12+.
Clone Performance
Build a hypothetical price-return history from this filer's public 13F holdings.
View clone backtestPortfolio Concentration
1,803 tracked positions · as of Jun 30, 2026 · Δ vs Mar 31, 2026Top Position
8.3%
−0.3 pts
Top 5
22.6%
−0.8 pts
Top 10
33.3%
−1.2 pts
HHI
183
Diversified−9
Portfolio Trend
26 quarters · across all stocks
Sector Breakdown
As of Jun 30, 2026| Sector | % Portfolio | Value |
|---|---|---|
| Unclassified | 26.3% | $1,346,430,475 |
| Industrials | 13.0% | $667,941,513 |
| Technology | 12.9% | $663,496,664 |
| Consumer Cyclical | 10.7% | $546,515,538 |
| Financial Services | 9.6% | $493,208,770 |
| Basic Materials | 7.3% | $376,155,810 |
| Healthcare | 6.4% | $326,768,377 |
| Real Estate | 4.6% | $235,977,033 |
| Communication Services | 3.3% | $168,864,651 |
| Energy | 2.9% | $149,719,584 |
| Consumer Defensive | 2.1% | $106,759,073 |
| Utilities | 0.9% | $44,261,621 |
Last Quarter's Activity
Export CSVAdded To
Positions the filer increased
25 positions
| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| ASH | Ashland Inc. | +1,945,112 | 1,945,412 | $128,183,196 | |
| AMCR | Amcor plc | +874,402 | 910,503 | $39,470,303 | |
| EBS | Emergent BioSolutions Inc. | +658,600 | 1,067,867 | $8,948,724 | |
| CCC | CCC Intelligent Solutions Holdings Inc. | +577,050 | 1,202,870 | $6,206,809 | |
| CORO | +462,287 | 462,447 | $16,925,559 | ||
| BCHT | Birchtech Corp. | +271,558 | 700,244 | $1,435,500 | |
| OBDC | Blue Owl Capital Corp | +262,263 | 287,055 | $3,120,287 | |
| MBC | MasterBrand, Inc. | +259,198 | 672,221 | $6,917,153 | |
| VNT | Vontier Corp | +257,279 | 539,805 | $15,654,345 | |
| GENI | Genius Sports Ltd | +247,610 | 370,631 | $2,246,023 | |
| RAAX | VanEck Real Assets ETF | +225,734 | 226,418 | $8,982,001 | |
| MRP | Millrose Properties, Inc. | +215,461 | 625,650 | $18,800,782 | |
| SON | Sonoco Products Co | +188,604 | 212,955 | $12,000,014 | |
| FWRG | First Watch Restaurant Group, Inc. | +168,550 | 319,802 | $4,122,247 | |
| ARKO | ARKO Corp. | +134,682 | 719,960 | $5,781,278 | |
| IFF | International Flavors & Fragrances Inc | +125,563 | 176,704 | $13,998,490 | |
| VO | VANGUARD MID-CAP INDEX FUND | +124,536 | 166,541 | $13,418,208 | |
| VNOM | Viper Energy, Inc. | +118,938 | 293,322 | $12,436,852 | |
| VWO | VANGUARD EMERGING MARKETS STOCK INDEX FUND | +115,704 | 292,056 | $17,432,822 | |
| PPLT | abrdn Platinum ETF Trust | +110,620 | 123,190 | $1,740,674 | |
| PRG | PROG Holdings, Inc. | +110,436 | 478,176 | $22,287,783 | |
| IUSB | iShares Core Universal USD Bond ETF | +104,938 | 400,059 | $18,462,722 | |
| SPTL | State Street(R) SPDR(R) Portfolio Long Term Treasury ETF | +97,972 | 477,295 | $12,519,447 | |
| AVO | Mission Produce, Inc. | +97,420 | 213,190 | $2,513,510 | |
| RVSB | Riverview Bancorp Inc | +76,777 | 97,424 | $529,011 | |
| No positions match the current search. | |||||
Trimmed
Positions the filer reduced
25 positions
| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| WBD | Warner Bros. Discovery, Inc. | −1,764,917 | 3,440 | $91,709 | |
| SMRT | SmartRent, Inc. | −1,346,337 | 1,235,136 | $1,469,811 | |
| COLD | Americold Realty Trust | −1,188,337 | 10,430,165 | $163,962,193 | |
| LKQ | Lkq Corp | −1,101,404 | 6,945,080 | $182,863,956 | |
| NN | Nextnav Inc. | −1,086,736 | 1,083,439 | $19,317,716 | |
| RBA | Rb Global Inc. | −447,349 | 780,841 | $90,928,933 | |
| MAGN | Magnera Corp | −350,389 | 370,701 | $4,355,735 | |
| PPHC | Public Policy Holding Company, Inc. | −278,020 | 252,228 | $1,869,009 | |
| MNRO | Monro, Inc. | −273,461 | 1,000 | $17,110 | |
| IAUM | iShares Gold Trust Micro | −266,293 | 377,224 | $15,092,732 | |
| AEBI | Aebi Schmidt Holding AG | −208,584 | 776,916 | $9,750,295 | |
| ITOT | iShares Core S&P Total U.S. Stock Market ETF | −202,972 | 501,601 | $82,397,996 | |
| GLIBK | Liberty Capital Corp | −148,166 | 154,105 | $3,322,503 | |
| GPGI | GPGI, Inc. | −146,677 | 476,784 | $7,557,026 | |
| RAIL | FreightCar America, Inc. | −143,623 | 6,360 | $61,946 | |
| DD | DuPont de Nemours, Inc. | −122,220 | 61,316 | $8,316,901 | |
| HON | Honeywell International Inc | −114,532 | 105,739 | $23,674,961 | |
| VSNT | Versant Media Group, Inc. | −109,409 | 152,766 | $5,501,103 | |
| APTV | Aptiv PLC | −107,830 | 147,690 | $9,065,212 | |
| VVX | V2X, Inc. | −103,989 | 3,804 | $283,626 | |
| VSTS | Vestis Corp | −94,645 | 2,093,530 | $30,398,054 | |
| GORO | Goldgroup Mining Inc. | −92,176 | 30,000 | $34,500 | |
| BINC | −88,040 | 93,039 | $4,869,661 | ||
| STRZ | Starz Entertainment Corp | −87,944 | 409,763 | $11,825,760 | |
| RYN | Rayonier Inc | −86,767 | 1,484,459 | $31,589,287 | |
| No positions match the current search. | |||||
New Positions
Positions the filer opened this quarter
25 positions
| Ticker | Company | Shares | Value | Open |
|---|---|---|---|---|
| FUL | Fuller H B Co | 1,257,802 | $73,317,278 | |
| SHC | Sotera Health Co | 2,683,637 | $47,634,556 | |
| HONA | Honeywell Aerospace Inc. | 105,618 | $23,350,026 | |
| REZI | Resideo Technologies, Inc. | 435,550 | $13,545,598 | |
| FDXF | FedEx Freight Holding Company, Inc. | 54,829 | $8,279,179 | |
| VGNT | Versigent PLC | 99,899 | $4,196,756 | |
| OWL | Blue Owl Capital Inc. | 365,913 | $3,201,738 | |
| SYSB | iShares Systematic Bond ETF | 34,185 | $3,032,756 | |
| FORR | Forrester Research, Inc. | 269,891 | $2,269,783 | |
| HDSN | Hudson Technologies Inc | 303,380 | $1,741,401 | |
| LE | Lands' End, Inc. | 116,280 | $1,218,614 | |
| UTZ | Utz Brands, Inc. | 138,670 | $1,067,759 | |
| OCTV | Octave Intelligence plc | 54,080 | $881,504 | |
| NVRI | Enviri Corp | 39,880 | $875,366 | |
| — | 55,000 | $713,900 | ||
| BSIN | Big Sky Industrial Inc. | 419,686 | $461,654 | |
| NEOG | Neogen Corp | 50,000 | $449,500 | |
| CWCO | Consolidated Water Co. Ltd. | 12,980 | $382,910 | |
| XOVR | EntrepreneurShares Series Trust ERShares Private-Public Crossover ETF | 17,615 | $370,795 | |
| WEN | Wendy's Co | 43,300 | $358,957 | |
| ANAB | Anaptysbio, Inc | 5,000 | $337,500 | |
| PS | Pershing Square Inc. | 9,180 | $301,654 | |
| SPCX | Space Exploration Technologies Corp | 1,633 | $279,014 | |
| LODE | Comstock Inc. | 66,880 | $278,220 | |
| TSQ | Townsquare Media, Inc. | 32,930 | $232,815 | |
| No positions match the current search. | ||||
Sold Out
Positions the filer fully exited
25 positions
| Ticker | Company | Shares | Value | Open |
|---|---|---|---|---|
| IIIN | Insteel Industries Inc | 115,177 | $3,871,098 | |
| PWP | Perella Weinberg Partners | 208,276 | $3,782,292 | |
| — | 52,559 | $1,846,924 | ||
| ORN | Orion Group Holdings Inc | 157,203 | $1,713,512 | |
| CAL | Caleres Inc | 121,040 | $1,275,761 | |
| AMPY | Amplify Energy Corp. | 190,990 | $1,191,777 | |
| PED | Pedevco Corp | 74,378 | $1,190,048 | |
| MBOT | Microbot Medical Inc. | 477,080 | $1,149,762 | |
| — | 76,390 | $1,076,335 | ||
| ENR | Energizer Holdings, Inc. | 65,150 | $1,069,763 | |
| EPC | EDGEWELL PERSONAL CARE Co | 50,090 | $1,068,920 | |
| BWMN | Bowman Consulting Group Ltd. | 22,166 | $630,401 | |
| ASIX | AdvanSix Inc. | 25,248 | $616,051 | |
| MEC | Mayville Engineering Company, Inc. | 32,133 | $576,787 | |
| PLAY | Dave & Buster's Entertainment, Inc. | 48,139 | $521,345 | |
| FET | Forum Energy Technologies, Inc. | 8,740 | $512,688 | |
| OPRX | OptimizeRx Corp | 55,637 | $349,400 | |
| HBB | Hamilton Beach Brands Holding Co | 18,203 | $344,946 | |
| G | Genpact LTD | 8,757 | $326,198 | |
| PKE | Park Aerospace Corp | 11,350 | $310,763 | |
| WS | Worthington Steel, Inc. | 10,000 | $303,500 | |
| PSQ | ProShares Short QQQ | 9,100 | $292,929 | |
| SH | ProShares Short S&P500 | 7,000 | $265,510 | |
| SLDE | Slide Insurance Holdings, Inc. | 12,100 | $217,800 | |
| BBUS | JPMORGAN BETABUILDERS U.S. EQUITY ETF | 1,609 | $188,542 | |
| No positions match the current search. | ||||
1,803 tracked positions ·
$5,126,099,109 total
· filing declares
2,510 positions · $5,190,769,862
· as of Jun 30, 2026
All sectors
Basic Materials
Communication Services
Consumer Cyclical
Consumer Defensive
Energy
Financial Services
Healthcare
Industrials
Real Estate
Technology
Utilities
Showing 1–50
of 1,803 positions by value
· page 1 of 37
| Ticker | Company | Type | Shares | Value (USD) | % of Portfolio | History |
|---|---|---|---|---|---|---|
| LKQ |
Lkq Corp
Consumer Cyclical
|
Reduced | 6,945,080 | $182,863,956 | 3.57% | |
| VOO |
VANGUARD 500 INDEX FUND
|
Added | 243,721 | $167,390,019 | 3.27% | |
| COLD |
Americold Realty Trust
Real Estate
|
Reduced | 10,430,165 | $163,962,193 | 3.20% | |
| AAPL |
Apple Inc.
Technology
|
Reduced | 510,346 | $147,673,718 | 2.88% | |
| AVGO |
Broadcom Inc.
Technology
|
Reduced | 375,649 | $141,901,409 | 2.77% | |
| ASH |
Ashland Inc.
Basic Materials
|
Added | 1,945,412 | $128,183,196 | 2.50% | |
| MSFT |
Microsoft Corp
Technology
|
Added | 245,587 | $91,608,861 | 1.79% | |
| RBA |
Rb Global Inc.
Industrials
|
Reduced | 780,841 | $90,928,933 | 1.77% | |
| JPST |
JPMorgan Ultra-Short Income ETF
|
Reduced | 1,774,918 | $89,757,603 | 1.75% | |
| JPM |
Jpmorgan Chase & Co
Financial Services
|
Reduced | 261,581 | $85,623,308 | 1.67% | |
| ITOT |
iShares Core S&P Total U.S. Stock Market ETF
|
Reduced | 501,601 | $82,397,996 | 1.61% | |
| ABBV |
AbbVie Inc.
Healthcare
|
Reduced | 300,556 | $75,631,911 | 1.48% | |
| FUL |
Fuller H B Co
Basic Materials
|
NEW | 1,257,802 | $73,317,278 | 1.43% | |
| ETN |
Eaton Corp plc
Industrials
|
Reduced | 169,523 | $72,237,139 | 1.41% | |
| IVV |
iShares Core S&P 500 ETF
|
Reduced | 86,485 | $64,767,750 | 1.26% | |
| JNJ |
Johnson & Johnson
Healthcare
|
Reduced | 229,968 | $58,404,972 | 1.14% | |
| GOOG |
Alphabet Inc.
Communication Services
|
Reduced | 155,007 | $54,768,622 | 1.07% | |
| BRK-B |
Berkshire Hathaway Inc
Financial Services
|
Reduced | 95,987 | $48,030,934 | 0.94% | |
| SHC |
Sotera Health Co
Healthcare
|
NEW | 2,683,637 | $47,634,556 | 0.93% | |
| JAAA |
Janus Henderson AAA CLO ETF
|
Added | 939,934 | $47,457,267 | 0.93% | |
| GD |
General Dynamics Corp
Industrials
|
Reduced | 133,684 | $47,356,220 | 0.92% | |
| EOG |
Eog Resources Inc
Energy
|
Reduced | 340,102 | $44,121,432 | 0.86% | |
| MOAT |
VanEck Morningstar Wide Moat ETF
|
Added | 414,625 | $43,104,414 | 0.84% | |
| GPRE |
Green Plains Inc.
Basic Materials
|
Reduced | 2,727,491 | $41,948,811 | 0.82% | |
| BAC |
Bank Of America Corp
Financial Services
|
Reduced | 715,456 | $40,766,682 | 0.80% | |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
Reduced | 167,856 | $40,006,798 | 0.78% | |
| AMCR |
Amcor plc
Consumer Cyclical
|
Added | 910,503 | $39,470,303 | 0.77% | |
| CVX |
Chevron Corp
Energy
|
Reduced | 232,266 | $38,500,412 | 0.75% | |
| HD |
Home Depot, Inc.
Consumer Cyclical
|
Reduced | 102,289 | $36,075,283 | 0.70% | |
| NVDA |
Nvidia Corp
Technology
|
Added | 174,716 | $34,958,924 | 0.68% | |
| MAR |
Marriott International Inc
Consumer Cyclical
|
Reduced | 92,037 | $34,107,991 | 0.67% | |
| IEFA |
iShares Core MSCI EAFE ETF
|
Added | 345,301 | $33,349,170 | 0.65% | |
| PG |
PROCTER & GAMBLE Co
Consumer Defensive
|
Reduced | 221,092 | $32,420,930 | 0.63% | |
| QQQM |
Invesco Ltd.
Financial Services
|
Added | 106,778 | $32,350,530 | 0.63% | |
| RYN |
Rayonier Inc
Real Estate
|
Reduced | 1,484,459 | $31,589,287 | 0.62% | |
| GOOGL |
Alphabet Inc.
Communication Services
|
Reduced | 88,308 | $31,558,629 | 0.62% | |
| VSTS |
Vestis Corp
Industrials
|
Reduced | 2,093,530 | $30,398,054 | 0.59% | |
| BSV |
VANGUARD SHORT-TERM BOND INDEX FUND
|
Reduced | 379,608 | $29,575,259 | 0.58% | |
| HLI |
Houlihan Lokey, Inc.
Financial Services
|
Reduced | 214,346 | $28,750,228 | 0.56% | |
| MIDD |
MIDDLEBY Corp
Industrials
|
Added | 155,785 | $26,796,569 | 0.52% | |
| MA |
Mastercard Inc
Financial Services
|
Added | 50,276 | $25,821,752 | 0.50% | |
| DYNF |
iShares U.S. Equity Factor Rotation Active ETF
|
Added | 378,208 | $25,721,925 | 0.50% | |
| MCD |
Mcdonalds Corp
Consumer Cyclical
|
Reduced | 92,225 | $24,929,339 | 0.49% | |
| SCHX |
Schwab U.S. Large-Cap ETF
|
Reduced | 842,583 | $24,797,217 | 0.48% | |
| HON |
Honeywell International Inc
Industrials
|
Reduced | 105,739 | $23,674,961 | 0.46% | |
| HONA |
Honeywell Aerospace Inc.
Industrials
|
NEW | 105,618 | $23,350,026 | 0.46% | |
| PRG |
PROG Holdings, Inc.
Industrials
|
Added | 478,176 | $22,287,783 | 0.43% | |
| IJR |
iShares Core S&P Small-Cap ETF
|
Added | 147,673 | $21,901,381 | 0.43% | |
| LIN |
Linde PLC
Basic Materials
|
Reduced | 39,414 | $20,453,500 | 0.40% | |
| TUA |
Simplify Short Term Treasury Futures Strategy ETF
|
Added | 996,922 | $20,362,131 | 0.40% |
Showing the top 50 of 1,803 positions. Create a free account to see every position, past quarters, search, filters and CSV export.
Covers the securities this platform tracks: U.S.-listed common stock and the put/call positions reported on it. A 13F can also report security types outside that coverage — preferred shares, bonds, warrants, untracked share classes — so the filing's own declared total can exceed the figures above. The source filing is linked at the top of this table.