Ancora Advisors LLC
CIK 1446114 · Holdings on Jun 30, 2024 · First reported Aug 14, 2024
Top ten holdings
Q2 2024- NSC6.02%
- VOO3.31%
- AAPL3.09%
- BERY2.66%
- AVGO2.63%
- MSFT2.63%
- RBA2.02%
- ITOT1.79%
- GPRE1.77%
- JPST1.60%
Share classes counted separately27.52%
Portfolio value by quarter
What changed this quarter?
Within preview · weight change- RBAWeight decreased · -2.26 pp4.28% → 2.02%Shares -1.39M (-56.49%)
- NSCWeight increased · +1.20 pp4.82% → 6.02%Shares +305.42K (+37.00%)
- AAPLWeight increased · +0.78 pp2.31% → 3.09%Shares +3.31K (+0.56%)
Weight = security value ÷ total reported holdings value. Changes are in percentage points; price moves also affect weights, so they are not trade sizes.
Top 10 holdings 30
USD · B = billion · M = million; expand a row for exact values| # | Security | Value | Weight | Quantity | Weight / quantity change | Activity | |
|---|---|---|---|---|---|---|---|
| 01 | NSCNORFOLK SOUTHERN CORP View history and evidence | $242.81M | 6.02% | 1.13M shares | 4.82% → 6.02%+1.20 pp +305.42K (+37.00%) | Added | ↗▾ |
| 02 | VOOVANGUARD S&P 500 ETFINDX FD View history and evidence | $133.62M | 3.31% | 267.16K shares | 2.95% → 3.31%+0.36 pp -1.34K (-0.50%) | Reduced | ↗▾ |
| 03 | AAPLAPPLE INC View history and evidence | $124.77M | 3.09% | 592.40K shares | 2.31% → 3.09%+0.78 pp +3.31K (+0.56%) | Added | ↗▾ |
| 04 | BERYBERRY GLOBAL GROUP INC View history and evidence | $107.48M | 2.66% | 1.83M shares | 2.35% → 2.66%+0.31 pp +125.17K (+7.36%) | Added | ↗▾ |
| 05 | AVGOBROADCOM INC View history and evidence | $106.30M | 2.63% | 66.21K shares | 2.37% → 2.63%+0.26 pp -11.86K (-15.19%) | Reduced | ↗▾ |
| 06 | MSFTMICROSOFT CORP View history and evidence | $106.16M | 2.63% | 237.51K shares | 2.29% → 2.63%+0.34 pp -269 (-0.11%) | Reduced | ↗▾ |
| 07 | RBARB GLOBAL INC View history and evidence | $81.67M | 2.02% | 1.07M shares | 4.28% → 2.02%-2.26 pp -1.39M (-56.49%) | Reduced | ↗▾ |
| 08 | ITOTISHARES CORE S&P TOTAL U.S.INDX FD View history and evidence | $72.22M | 1.79% | 608.05K shares | 1.54% → 1.79%+0.25 pp +24.71K (+4.24%) | Added | ↗▾ |
| 09 | GPREGREEN PLAINS INC View history and evidence | $71.38M | 1.77% | 4.50M shares | 2.07% → 1.77%-0.30 pp +590.34K (+15.10%) | Added | ↗▾ |
| 10 | JPSTJPMORGAN ULTRA-SHORT INCOMEINDX FD View history and evidence | $64.78M | 1.60% | 1.28M shares | 1.40% → 1.60%+0.20 pp +73.10K (+6.04%) | Added | ↗▾ |
Options overlay 0
No options reported this quarter.
Exited positions 193
| Security | Type | Shares out | Value out | Previous filing | This filing |
|---|---|---|---|---|---|
| ELAN ELANCO ANIMAL HEALTH INC | Non-derivative | -10,641,194 | -$173.24M | SEC filing ↗ | SEC filing ↗ |
| MWA MUELLER WATER PRODUCTS INC-A | Non-derivative | -2,673,478 | -$43.02M | SEC filing ↗ | SEC filing ↗ |
| XLI SS INDUSTRIAL SELECT SECTOR | Call | -6,102 | -$12.61M | SEC filing ↗ | SEC filing ↗ |
3 / 193 preview exits. Up to 30 exit records are previewed. Exit means absent from the current filing; execution date, price and proceeds are unknown.
Every number has a source.
CIK 1446114 · Period 2024-06-30
Data loaded 2026-09-23 · First reported 2024-08-14
Amendments and versions
{
"amendments_merged": null,
"prior_versions": null,
"cover_table_value": 4036746970
}Research all 1,904 reported holdings.
This page includes 30 of 1,904 reported holdings. Sign in to look up the full history beyond 3 years, use advanced screening & filtering, download CSV, and get the complete set through the Akkru API.
- Download CSV
- Earlier quarters
- Advanced screening & filtering
- API & AI access
＋ New accounts get free API credits to explore data beyond ownership filings.
For AI agents & developers
The initial HTML of this page carries its exact data as script#portfolio-data (JSON): values, units, scope, preview limits and SEC sources. Read it directly, no script or API key needed; script#research-access says what needs an account. This page lists 30 of 1,904 current positions (options included); totals and weights use the complete filing.
Without an account: the last 3 years, with the row caps stated on the page. A free account opens all history on file on these pages and the CSV of what a page shows. Rows beyond the caps and bulk retrieval go through the authenticated API / MCP.
MCP https://api.akkrudata.ai/mcp
get_institutional_portfolio
{"cik":"1446114","quarter":"2024Q2","page_size":100}
get_institutional_manager_history
{"cik":"1446114","page_size":100}Connect to MCP with OAuth and follow the returned pagination. Credits and usage limits depend on the account.
- MCP endpoint
- https://api.akkrudata.ai/mcp
- API / MCP documentation
- /documents
- llms.txt
- /llms.txt
Sources, coverage & how to read this data
Figures are as reported to the SEC and merged with later amendments where Akkru could match them. Preview limits apply to what is listed, not to the totals, which come from the complete reported data. Nothing is zero-filled: a missing quarter or month is shown as missing.