Anchor Capital Advisors LLC ETF holdings
Boston, MA
Reported $267.2M in 59 ETFs in its Form 13F for June 30, 2026.
ETF value
$267.2M
ETFs held
59
Change from prior quarter
+8.5%
With price moves
ETFs as a share of its 13F
7.5%
of $3.6B
Top 10 of 59 ETF holdings
| Ticker | Fund | Value | Shares | Change |
|---|---|---|---|---|
| IWS | iShares Russell Mid-Cap Value ETF | $39.0M | 236,815 | −41,556 shares |
| SHY | iShares 1-3 Year Treasury Bond ETF | $32.9M | 400,907 | +2,111 shares |
| IEI | iShares 3-7 Year Treasury Bond ETF | $29.6M | 252,001 | +25,256 shares |
| IEF | iShares 7-10 Year Treasury Bond ETF | $18.6M | 196,504 | −2,319 shares |
| IGSB | iShares 1-5 Year Investment Grade Corporate Bond ETF | $17.3M | 330,632 | +2,008 shares |
| GLD | SPDR Gold Shares | $15.7M | 42,601 | +41,678 shares |
| IGIB | iShares 5-10 Year Investment Grade Corporate Bond ETF | $11.7M | 220,463 | −621 shares |
| FLXR | TCW Flexible Income ETF | $9.2M | 235,153 | +106,609 shares |
| SHV | iShares 0–1 Year Treasury Bond ETF | $9.1M | 82,035 | −52,756 shares |
| JPLD | JPMorgan Limited Duration Bond ETF | $7.4M | 141,013 | +3,894 shares |
49 more ETF positions
The full list comes with the Advisors and Institutions package.
Sign up to see them allFrom SEC Form 13F. Change compares June 30, 2026 with March 31, 2026. SEC filer ID (CIK) 0000813933. Filings on SEC EDGAR.
Frequently asked questions
What ETFs does Anchor Capital Advisors LLC own?
Anchor Capital Advisors LLC reported 59 ETF positions worth $267.2M in its Form 13F for June 30, 2026. The largest was IWS, at $39.0M.
Where does this data come from?
From the firm's own quarterly Form 13F filing with the SEC. It shows long positions at quarter end and can include holdings run for clients, so it isn't necessarily the firm's own money.
How current is it?
13F filings are due 45 days after each quarter ends. The next set is due around mid-November.