Ancora Advisors, LLC

RIA/Wealth

Ancora Advisors, LLC is a RIA/Wealth based in Mayfield Heights, OH led by Frederick David Disanto, managing $5.0B across 1,791 long positions as of Q3 2025 with NSC as the largest holding (5% allocation).

CEOFrederick David Disanto

Portfolio Value: $5.0B
Positions: 1,791
Top Holding: NSC at 5.04%
Last Reported: Q3 2025

Address6060 Parkland Boulevard, Suite 200, Mayfield Heights, OH, 44124, United States

Top Holdings

Largest long holdings in Ancora Advisors, LLC's portfolio (28.1% of total portfolio)

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Holding	Sector	Position	Weight	Traded	Ownership	Owned Since
1 Norfolk Southern NSC	Railroads Industrials	$249.4M	5.04%	-$94.3M Sold	0.37% 830.3K shares	Q4 2014 Held for 10y 11m
2 LKQ LKQ	Auto - Parts Consumer Cyclical	$213.0M	4.30%	+$44.5M Bought	2.71% 7.0M shares	Q4 2016 Held for 8y 11m
3 Broadcom Inc. AVGO	Semiconductors Technology	$149.0M	3.01%	-$11.7M Sold	0.01% 451.6K shares	Q2 2018 Held for 7y 5m
4 Apple AAPL	Consumer Electronics Technology	$139.1M	2.81%	-$3.6M Sold	0.00% 546.3K shares	≤ Q2 2013 Held for 12y 5m+
5 Vanguard S&P 500 ETF VOO	ETF ETF	$123.7M	2.50%	-$10.2M Sold	— 202.0K shares	≤ Q2 2013 Held for 12y 5m+
6 Microsoft MSFT	Software - Infrastructure Technology	$122.9M	2.48%	-$3.9M Sold	0.00% 237.3K shares	≤ Q2 2013 Held for 12y 5m+
7 Sealed Air SEE	Packaging & Containers Consumer Cyclical	$121.5M	2.45%	+$54.4M Bought	2.34% 3.4M shares	Q2 2025 Held for 5 months
8 iShares Core S&P Total U.S. Stock Market ITOT	ETF ETF	$97.2M	1.96%	+$975.0K Bought	— 667.2K shares	Q4 2016 Held for 8y 11m
9 JPMorgan Chase JPM	Banks - Diversified Financial Services	$92.9M	1.88%	-$3.6M Sold	0.01% 294.4K shares	≤ Q2 2013 Held for 12y 5m+
10 JPMorgan Ultra-Short Income JPST	ETF ETF	$83.9M	1.70%	+$986.0K Bought	— 1.7M shares	Q4 2017 Held for 7y 11m

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Changes

Portfolio activity, position movements, and quarter-over-quarter changes in Ancora Advisors, LLC's latest filing

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Market Value

$5.0B

Prior: $4.8B

Q/Q Change

+4.06%

+$192.9M

Net Flows % of MV

-2.55%

Turnover Ratio

8.01%

New Purchases

67 stocks

$49.2M

Added To

366 stocks

+$302.0M

Sold Out Of

112 stocks

$57.5M

Reduced Holdings

521 stocks

-$420.2M

Increased Positions

Position	Shares Δ	Change
1 GCI Liberty, Inc. Series C GCI Group Common Stock GLIBK	New	0 → 473.6K +$17.7M
2 Aebi Schmidt Holding AG Common Stock AEBI	New	0 → 1.1M +$13.9M
3 HNI HNI	New	0 → 162.1K +$7.6M
4 Bridgewater Bancshares, Inc. BWB	New	0 → 194.6K +$3.4M
5 Innovative Solutions & Support ISSC	New	0 → 162.7K +$2.0M

Decreased Positions

Position	Shares Δ	Change
1 Pitney Bowes PBI	Sold	1.7M → 0 −$18.2M
2 Alight ALIT	Sold	1.6M → 0 −$9.1M
3 The Shyft Group SHYF	Sold	610.0K → 0 −$7.6M
4 Cannae Holdings, Inc. CNNE	Sold	235.7K → 0 −$4.9M
5 ZimVie Inc. ZIMV	Sold	269.8K → 0 −$2.5M

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Analytics

Portfolio insights and performance metrics for Ancora Advisors, LLC

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Sector Allocation

ETF

22.00%

Industrials

18.40%

Consumer Cyclical

12.70%

Technology

12.60%

Financial Services

8.80%

Healthcare

5.70%

Communication Services

3.90%

Energy

2.80%

Consumer Defensive

2.60%

Basic Materials

2.40%

Real Estate

1.80%

Utilities

1.20%

Market Cap Distribution

Mega Cap (> $200B)

25.86%

Large Cap ($10B - $200B)

27.91%

Mid Cap ($2B - $10B)

13.80%

Small Cap ($300M - $2B)

6.70%

Micro Cap ($50M - $300M)

1.03%

Nano Cap (< $50M)

0.79%

N/A (ETF or Unknown)

23.91%

Portfolio Concentration

Top 10 Holdings %

28.13%

Top 20 Holdings %

40.59%

Top 50 Holdings %

59.66%

Top 100 Holdings %

74.24%