Ancora Advisors, LLC Reduced Holdings in Q2 2025

Ancora Advisors, LLC

  • $4.37 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
SPYV
Spdr Portfolio S&P 500 Value E

ETFs
-2
- 0.07%
$45.11 - $52.34 $90.2 - $105
3.02K $158K
NXPI
Nxp Semiconductors N.V.

Technology
-2
- 1.36%
$153.5 - $218.72 $307 - $437
145 $31K
ICVT
Ishares Tr Convertible Bond Et

ETFs
-6
- 0.79%
$78.98 - $90.1 $474 - $541
758 $68K
VMC
Vulcan Materials CO

Basic Materials
-125
- 9.17%
$226.49 - $276.01 $28.3K - $34.5K
1.24K $322K
T
At&T Inc.

Communication Services
-275
- 1.15%
$26.33 - $28.94 $7.24K - $7.96K
23.6K $682K
STE
Steris PLC

Healthcare
-65
- 3.87%
$208.55 - $252.55 $13.6K - $16.4K
1.62K $388K
NVS
Novartis Ag

Healthcare
-154
- 5.49%
$101.96 - $121.01 $15.7K - $18.6K
2.65K $321K
DLR
Digital Realty Trust, Inc.

Real Estate
-57
- 9.06%
$136.11 - $177.69 $7.76K - $10.1K
572 $99K
ENB
Enbridge Inc

Energy
-1.25K
- 1.89%
$41.09 - $47.16 $51.3K - $58.9K
65K $2.94M
XLI
Industrial Sector Spdr

ETFs
-103
- 6.48%
$116.42 - $147.52 $12K - $15.2K
1.49K $219K
PZZA
Papa Johns International Inc

Consumer Cyclical
-12.9K
- 15.75%
$30.45 - $51.79 $392K - $666K
68.8K $3.37M
HUBB
Hubbell Inc

Industrials
-1
- 0.57%
$315.94 - $408.41 $316 - $408
175 $71K
FIS
Fidelity National Information Services, Inc.

Technology
-765
- 6.63%
$68.14 - $82.13 $52.1K - $62.8K
10.8K $877K
ADP
Automatic Data Processing Inc

Industrials
-47
- 0.43%
$276.76 - $326.81 $13K - $15.4K
11K $3.4M
IWN
Ishares Russell2000 Val ETF

ETFs
-5
- 0.17%
$131.84 - $157.76 $659 - $789
2.99K $472K
MDY
Spdr S&P Midcap 400 ETF Trust

ETFs
-13
- 1.51%
$468.22 - $566.51 $6.09K - $7.36K
849 $480K
UL
Unilever PLC

Consumer Defensive
-515
- 1.59%
$57.9 - $65.43 $29.8K - $33.7K
31.8K $1.94M
AIQ
Global X Funds Global X Artifi

ETFs
-25
- 0.7%
$31.5 - $43.69 $788 - $1.09K
3.56K $155K
DOV
Dover Corp

Industrials
-2
- 0.06%
$151.14 - $186.7 $302 - $373
3.5K $641K
SCHE
Schwab Strategic Tr Us Emergin

ETFs
-236
- 1.79%
$24.38 - $30.18 $5.75K - $7.12K
12.9K $389K
TJX
Tjx Companies Inc

Consumer Cyclical
-219
- 0.67%
$119.13 - $135.03 $26.1K - $29.6K
32.7K $4.04M
KRT
Karat Packaging Inc.

Consumer Cyclical
-199
- 0.77%
$23.78 - $31.98 $4.73K - $6.36K
25.7K $725K
CARR
Carrier Global Corp

Industrials
-57
- 1.05%
$55.55 - $75.83 $3.17K - $4.32K
5.39K $394K
SCZ
Ishares Tr Msci Eafe Small Cap

ETFs
-18
- 0.32%
$57.14 - $72.68 $1.03K - $1.31K
5.55K $403K
CMG
Chipotle Mexican Grill Inc

Consumer Cyclical
-740
- 4.64%
$45.98 - $56.15 $34K - $41.6K
15.2K $853K
VYM
Vanguard Whitehall Fds (Vangua

ETFs
-6
- 0.05%
$114.78 - $133.31 $689 - $800
12.7K $1.69M
DFAU
Dimensional ETF Tr

ETFs
-5.37K
- 7.38%
$34.04 - $42.36 $183K - $228K
67.4K $2.86M
FEX
First Tr Large Cap Core Alphde

ETFs
-150
- 1.48%
$90.17 - $109.96 $13.5K - $16.5K
9.97K $1.1M
GDX
Vaneck ETF Tr Gold Miners ETF

ETFs
-276
- 2.05%
$41.45 - $54.46 $11.4K - $15K
13.2K $688K
IWM
Ishares Russell 2000 ETF

ETFs
-142
- 2.29%
$174.82 - $215.79 $24.8K - $30.6K
6.05K $1.31M
IRTC
I Rhythm Technologies, Inc.

Healthcare
-770
- 19.25%
$96.84 - $154.71 $74.6K - $119K
3.23K $497K
GNRC
Generac Holdings Inc.

Industrials
-128
- 2.04%
$101.92 - $143.21 $13K - $18.3K
6.16K $881K
IWR
Ishares Russell Mid Cap ETF

ETFs
-610
- 2.93%
$74.88 - $91.97 $45.7K - $56.1K
20.2K $1.86M
IWD
Ishares Russell 1000 Val ETF

ETFs
-25
- 0.16%
$166.82 - $194.23 $4.17K - $4.86K
15.9K $3.09M
KEY
Keycorp

Financial Services
-351
- 0.51%
$13.23 - $17.42 $4.64K - $6.11K
69K $1.2M
WFC
Wells Fargo & Company

Financial Services
-620
- 3.54%
$60.98 - $80.12 $37.8K - $49.7K
16.9K $1.35M
IDXX
Idexx Laboratories Inc

Healthcare
-1
- 0.12%
$361.04 - $536.34 $361 - $536
835 $447K
NEM
Newmont Corp

Basic Materials
-180
- 1.65%
$44.18 - $59.46 $7.95K - $10.7K
10.7K $626K
USB
Us Bancorp \De\

Financial Services
-249
- 0.62%
$36.4 - $45.76 $9.06K - $11.4K
39.8K $1.8M
XMMO
Invesco Exchange Traded Fd Tr

ETFs
-148
- 1.7%
$101.93 - $128.63 $15.1K - $19K
8.55K $1.1M
MRVL
Marvell Technology, Inc.

Technology
-30
- 0.42%
$49.38 - $79.97 $1.48K - $2.4K
7.11K $550K
CAT
Caterpillar Inc

Industrials
-104
- 3.51%
$273.94 - $388.21 $28.5K - $40.4K
2.86K $1.11M
PM
Philip Morris International Inc.

Consumer Defensive
-18
- 0.29%
$149.23 - $184.95 $2.69K - $3.33K
6.25K $1.14M
DY
Dycom Industries Inc

Industrials
-85
- 4.76%
$138.96 - $245.71 $11.8K - $20.9K
1.7K $415K
DG
Dollar General Corp

Consumer Defensive
-377
- 5.19%
$86.02 - $114.95 $32.4K - $43.3K
6.88K $787K
MPC
Marathon Petroleum Corp

Energy
-313
- 3.17%
$118.55 - $170.08 $37.1K - $53.2K
9.56K $1.59M
ADX
Adams Diversified Equity Fund, Inc.

Financial Services
-1.03K
- 1.62%
$17.11 - $21.71 $17.7K - $22.4K
62.7K $1.36M
SCHW
Schwab Charles Corp

Financial Services
-2.21K
- 7.93%
$69.06 - $91.24 $153K - $202K
25.7K $2.34M
MOS
Mosaic CO

Basic Materials
-5.89K
- 14.64%
$22.76 - $36.95 $134K - $218K
34.4K $1.25M
Activity Summary
Buys All Purchases 851 New Holdings 317 Increased Positions 534 Sells All Sells 393 Reductions 393 Sold out 0 Options Calls 12 Puts 8
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