Ancora Advisors LLC

CIK 0001446114 · Q1 2026

13F Equity AUM

$4.7B

-3.2% QoQ

Positions

2,112

+12 QoQ

AUM Rank

#1,061

Top 9%

Skill Alpha (FF)

-1.2%/yr^ns

No Clear Edge

Rank #4,070 · Top 50%

vs S&P -5.2%/yr (unadj.)

Quarters Tracked

~13 years

Portfolio Concentration

Top 5: 16.0%Top 10: 26.2%Top 20: 37.9%

LKQ15.0%

AAPL2.9%

COLD2.8%

AVGO2.7%

VOO2.6%

RBA2.5%

ITOT2.1%

JP MORGAN ULTRA SHORT INCOME E1.9%

MSFT1.9%

JP MORGAN CHASE & CO1.8%

Others (2102)73.8%

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

Sector Allocation

Financial Services35.1%

Industrials14.0%

Technology12.2%

Consumer Cyclical5.7%

Healthcare5.5%

Consumer Discretionary5.2%

Communication Services4.3%

Real Estate4.2%

Other13.8%

Portfolio weight by GICS sector based on latest 13F filing. Sectors below 2% are grouped as “Other.”

Position Sizing

Positions: 2112Median: 0.00%Avg: 0.05%

0–0.5%

2074(48.7%)

0.5–1%

18(13.3%)

1–3%

19(32.9%)

3–5%

0(0.0%)

5%+

1(5.0%)

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

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Portfolio Overlap

Shared: 1,022Unique: 1,090vs 20 funds

12.2%Low

2,112

Fund positions

7,299

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.

Most Similar Funds

Top 9 benchmark funds with highest portfolio overlap (Jaccard similarity)

MORGAN STANLEY

15.6%

BANK OF AMERICA CORP /DE/

16.5%

15.4%

16.9%

19.8%

15.1%

GEODE CAPITAL MANAGEMENT, LLC

14.9%

VANGUARD CAPITAL MANAGEMENT LLC

14.9%

VANGUARD PORTFOLIO MANAGEMENT LLC

15.6%

Jaccard similarity per fund: shared CUSIPs / (fund A + fund B − shared). Higher values indicate more similar portfolios.

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Position Changes This Quarter

New225Increased748Decreased580Exited271

New Positions

APTV0.4%

+256K

VSNT0.2%

+262K

PUBLIC POL HLDG CO I…0.1%

+530K

WLY0.1%

+135K

ARKO0.1%

+585K

GCO0.1%

+105K

SUNBELT HOLDINGS0.1%

+44K

NRIM0.0%

+72K

NSC0.0%

+912

DAVE0.0%

+8K

Increased

WBD1.0%

+1.8M(+37605%)

SMRT0.1%

+1.5M(+146%)

RYN0.7%

+1.3M(+425%)

G3V1.0%

+1.0M(+59%)

BCHT0.0%

+376K(+711%)

AIOT0.0%

+316K(+270%)

AMTM0.4%

+301K(+75%)

MAGN0.1%

+296K(+69%)

EBS0.1%

+239K(+140%)

NEXTNAV INC COMMON S…0.7%

+223K(+11%)

Decreased

GONDOLA TAX LIEN FUN…0.0%

-3,431,507(-89%)

KLAVIYO INC-A0.0%

-1,288,455(-97%)

CCC0.1%

-905,440(-59%)

MASTERBRAND INC COM0.1%

-392,936(-49%)

RAL0.0%

-356,588(-100%)

ROYAL OAK REALTYTRUS…0.1%

-355,245(-90%)

GCI LIBERTY SERIES C0.2%

-293,840(-49%)

F&G ANNUITIES &a…0.0%

-275,310(-100%)

MDU0.0%

-265,067(-96%)

NPKI0.2%

-231,210(-24%)

Exited

-469,257

-216,120

-119,858

-58,789

-23,810

NCR VOYIX CORPORATIO…

-275,396

EMBC

-223,240

OWL

-248,052

TALKW

-594,750

-354,100

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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