Who holds ROKUticker verified against the SEC company list on 2026-09-10 — a reviewed name-and-class mapping row, never an inferred symbol. how tickers are mapped ↗

ROKU INC · COM CL A · quarter ended 2026-03-31 · 7 members disclosed ROKU ↗

507

holders13F filers reporting this class for the quarter ended 2026-03-31; the 500 largest are listed

$8.7B

combined valuesum of the reported values across every holder; NULL values are excluded, never zero-filled

270

addsholders whose share count rose or who opened the position (new + add), by shares

103

exitsholders absent this quarter after holding last quarter — inferred from absence, not a sale record

Holders — quarter ended 2026-03-31

ranked by reported value · Δ shares vs 2025-12-31 · kind by shares

13F holders of ROKU ranked by reported value
#	Filer	Reported value	Shares	Δ shares	Change
1	FMR LLC	$1.6B	17,011,060	+3,331,410	add
2	BlackRock, Inc.	$703M	7,426,295	+483,241	add
3	VANGUARD PORTFOLIO MANAGEMENT LLC	$611M	6,458,259	—	no prior
4	VANGUARD CAPITAL MANAGEMENT LLC	$556M	5,876,046	—	no prior
5	GEODE CAPITAL MANAGEMENT, LLC	$263M	2,780,900	+316,770	add
6	SCHRODER INVESTMENT MANAGEMENT GROUP	$218M	2,308,014	+2,308,014	new
7	STATE STREET CORP	$214M	2,262,711	+46,474	add
8	ARROWSTREET CAPITAL, LIMITED PARTNERSHIP	$193M	2,038,347	+1,419,772	add
9	Squarepoint Ops LLC	$168M	1,777,966	+461,119	add
10	AQR CAPITAL MANAGEMENT LLC	$164M	1,782,733	−1,077,416	trim
11	MORGAN STANLEY	$164M	1,730,796	+485,494	add
12	RENAISSANCE TECHNOLOGIES LLC	$148M	1,565,100	+290,200	add
13	JACOBS LEVY EQUITY MANAGEMENT, INC	$139M	1,472,268	−37,418	trim
14	Qube Research & Technologies Ltd	$126M	1,333,685	+64,456	add
15	CITADEL ADVISORS LLC	$121M	1,280,965	+684,038	add
16	TWO SIGMA INVESTMENTS, LP	$112M	1,188,031	−652,226	trim
17	WESTFIELD CAPITAL MANAGEMENT CO LP	$111M	1,178,219	+65,741	add
18	Assenagon Asset Management S.A.	$110M	1,162,051	+230,398	add
19	BANK OF AMERICA CORP /DE/	$102M	1,082,755	+56,893	add
20	TREMBLANT CAPITAL GROUP	$91.0M	961,220	−28,898	trim
21	CHARLES SCHWAB INVESTMENT MANAGEMENT INC	$90.4M	955,925	+52,787	add
22	Janus Henderson Group Ltd.	$79.0M	834,619	+775,861	add
23	VANGUARD FIDUCIARY TRUST CO	$77.1M	815,019	—	no prior
24	Robeco Institutional Asset Management B.V.	$71.8M	759,009	+327,698	add
25	DIMENSIONAL FUND ADVISORS LP	$71.0M	750,581	+22,657	add
26	Amundi	$70.8M	747,891	+471,234	add
27	Holocene Advisors, LP	$70.4M	743,529	−8,430	trim
28	JANE STREET GROUP, LLC	$67.9M	717,471	−449,632	trim
29	NORTHERN TRUST CORP	$65.0M	686,658	+25,837	add
30	SUSQUEHANNA INTERNATIONAL GROUP, LLP	$64.9M	686,045	+109,304	add
31	Man Group plc	$61.9M	654,173	+362,989	add
32	Woodline Partners LP	$59.0M	624,059	+162,118	add
33	Quantinno Capital Management LP	$55.4M	585,447	+170,648	add
34	Nuveen, LLC	$54.1M	571,310	+56,580	add
35	NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	$47.5M	501,929	+33,925	add
36	UBS Group AG	$46.9M	496,165	−1,132	trim
37	Alua Capital Management LP	$44.9M	474,200	+474,200	new
38	OSSIAM	$43.6M	461,127	0	no change
39	FEDERATED HERMES, INC.	$41.3M	436,377	+287,586	add
40	CANADA PENSION PLAN INVESTMENT BOARD	$39.3M	415,100	+77,900	add
41	D. E. Shaw & Co., Inc.	$38.9M	410,949	−1,092,086	trim
42	Junto Capital Management LP	$38.1M	402,630	+402,630	new
43	Allianz Asset Management GmbH	$37.1M	392,274	+17,032	add
44	RAYMOND JAMES FINANCIAL INC	$37.1M	393,870	+329,070	add
45	Rockefeller Capital Management L.P.	$34.8M	367,552	+80,831	add
46	Walleye Capital LLC	$34.3M	362,062	−207,681	trim
47	MILLENNIUM MANAGEMENT LLC	$33.7M	355,668	−902,296	trim
48	SEI INVESTMENTS CO	$33.1M	350,045	+50,118	add
49	Sessa Capital IM, L.P.	$33.1M	350,000	0	no change
50	UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC	$28.3M	298,679	+3,127	add
51	Trexquant Investment LP	$26.5M	279,755	−58,223	trim
52	GILDER GAGNON HOWE & CO LLC	$25.8M	272,337	−208,962	trim
53	CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM	$24.7M	260,774	+33,593	add
54	Swiss National Bank	$24.5M	258,800	+2,000	add
55	GLENMEDE TRUST CO NA	$23.2M	245,468	+169,960	add
56	Invesco Ltd.	$22.2M	234,457	+29,342	add
57	BALYASNY ASSET MANAGEMENT L.P.	$21.6M	228,587	−1,388,449	trim
58	ENVESTNET ASSET MANAGEMENT INC	$21.3M	225,588	−6,587	trim
59	Benchstone Capital Management LP	$21.1M	222,735	+222,735	new
60	Meridiem Capital Partners LP	$20.9M	221,159	+144,855	add
61	Crawford Fund Management, LLC	$19.2M	202,800	+139,740	add
62	ROYAL BANK OF CANADA	$19.0M	200,961	−26,378	trim
63	LPL Financial LLC	$18.9M	199,739	+4,476	add
64	PANAGORA ASSET MANAGEMENT INC	$18.8M	198,625	+137,498	add
65	FIL Ltd	$18.7M	197,130	−20,078	trim
66	Beck Bode, LLC	$18.4M	194,570	−1,411	trim
67	Bridgewater Associates, LP	$18.4M	194,468	−18,570	trim
68	J. Goldman & Co LP	$17.4M	183,934	+76,742	add
69	Connor, Clark & Lunn Investment Management Ltd.	$15.1M	160,039	+29,885	add
70	BANK OF NOVA SCOTIA	$14.3M	151,178	+45,610	add
71	M&G Plc	$12.1M	127,026	+127,026	new
72	DAVIDSON KEMPNER CAPITAL MANAGEMENT LP	$11.8M	125,000	+125,000	new
73	ZACKS INVESTMENT MANAGEMENT	$11.8M	124,445	+4,185	add
74	Allspring Global Investments Holdings, LLC	$11.6M	121,785	−3,848	trim
75	Ardmore Road Asset Management LP	$11.4M	120,000	+67,870	add
76	IEQ CAPITAL, LLC	$11.3M	119,226	−55,299	trim
77	VANGUARD ASSET MANAGEMENT, Ltd	$11.1M	117,520	—	no prior
78	STATE OF WISCONSIN INVESTMENT BOARD	$10.9M	115,458	−4,641	trim
79	Legal & General Group Plc	$10.8M	114,168	−22,708	trim
80	STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM	$10.8M	113,988	−914	trim
81	OSAIC HOLDINGS, INC.	$10.5M	110,822	−49	trim
82	CITIGROUP INC	$10.1M	106,504	+55,592	add
83	WORLDQUANT MILLENNIUM ADVISORS LLC	$10.1M	106,447	+15,623	add
84	Freestone Grove Partners LP	$10.0M	106,034	+106,034	new
85	Engineers Gate Manager LP	$9.9M	104,366	−148,825	trim
86	PICTON MAHONEY ASSET MANAGEMENT	$9.8M	103,408	+46,997	add
87	Schonfeld Strategic Advisors LLC	$9.7M	102,022	−259,729	trim
88	Cerity Partners LLC	$9.6M	101,440	−16,012	trim
89	Rokos Capital Management LLP	$9.4M	99,162	+99,162	new
90	OCCUDO QUANTITATIVE STRATEGIES LP	$9.3M	79,714	+41,815	add
91	CAISSE DE DEPOT ET PLACEMENT DU QUEBEC	$9.1M	96,370	+63,111	add
92	LAZARD ASSET MANAGEMENT LLC	$9.1M	96,204	+23,092	add
93	FIRST TRUST ADVISORS LP	$8.7M	92,006	+1,615	add
94	Vestmark Advisory Solutions, Inc.	$8.5M	90,115	−45,733	trim
95	WELLS FARGO & COMPANY/MN	$8.4M	88,652	−34,565	trim
96	EULAV Asset Management	$8.0M	85,000	−33,000	trim
97	DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main	$7.9M	83,530	+83,530	new
98	Corient Private Wealth LLC	$7.9M	83,868	−239,876	trim
99	Prospera Financial Services Inc	$7.9M	83,024	+47,653	add
100	AMERICAN CENTURY COMPANIES INC	$7.8M	82,816	+17,929	add
101	Verition Fund Management LLC	$7.8M	82,396	−7,409	trim
102	Universal- Beteiligungs- und Servicegesellschaft mbH	$7.7M	81,560	+19,645	add
103	PREVAIL INNOVATIVE WEALTH ADVISORS, LLC	$7.6M	80,640	+80,640	new
104	BANK OF MONTREAL /CAN/	$7.6M	80,175	+74,540	add
105	Parallax Volatility Advisers, L.P.	$6.8M	71,781	−11,872	trim
106	MAPLELANE CAPITAL, LLC	$6.7M	71,000	−186,000	trim
107	NOMURA ASSET MANAGEMENT INTERNATIONAL INC.	$6.6M	70,157	+70,157	new
108	Ausdal Financial Partners, Inc.	$6.6M	69,325	+1,716	add
109	MASSACHUSETTS FINANCIAL SERVICES CO /MA/	$6.6M	69,304	+69,304	new
110	Mariner, LLC	$6.4M	68,049	−7,296	trim
111	Gotham Asset Management, LLC	$6.3M	66,167	−30,124	trim
112	JUPITER ASSET MANAGEMENT LTD	$6.3M	66,103	−18,074	trim
113	Boston Partners	$6.2M	65,980	+65,980	new
114	NEW YORK STATE COMMON RETIREMENT FUND	$6.1M	64,658	−1,205	trim
115	Maytus Capital Management, LLC	$6.0M	63,922	+19,922	add
116	Crossmark Global Holdings, Inc.	$5.8M	61,547	—	no prior
117	Illinois Municipal Retirement Fund	$5.8M	61,406	+13,764	add
118	Shellback Capital, LP	$5.7M	60,000	−42,474	trim
119	Cetera Investment Advisers	$5.7M	59,733	+7,402	add
120	PRUDENTIAL FINANCIAL INC	$5.6M	59,382	+1,475	add
121	ALLIANCEBERNSTEIN L.P.	$5.5M	50,596	−2,295	trim
122	Atlas Venture Advisors, Inc.	$5.5M	57,707	0	no change
123	Y-Intercept (Hong Kong) Ltd	$5.3M	55,627	−60,832	trim
124	Vanguard Global Advisers, LLC	$5.0M	53,226	—	no prior
125	Palestra Capital Management LLC	$5.0M	53,189	+53,189	new
126	Katamaran Capital LLP	$5.0M	52,548	+25,002	add
127	Creative Planning	$5.0M	52,534	+1,030	add
128	Zurcher Kantonalbank (Zurich Cantonalbank)	$4.9M	51,546	+51,546	new
129	HSBC HOLDINGS PLC	$4.6M	48,347	+14,881	add
130	BURNEY CO/	$4.5M	48,061	+23,567	add
131	Convergence Investment Partners, LLC	$4.5M	47,891	+364	add
132	CWM, LLC	$4.5M	47,429	−22,769	trim
133	Caption Management, LLC	$4.5M	47,200	+47,200	new
134	State of New Jersey Common Pension Fund D	$4.4M	46,461	0	no change
135	LANDSCAPE CAPITAL MANAGEMENT, L.L.C.	$4.4M	46,178	+17,907	add
136	BLAIR WILLIAM & CO/IL	$4.3M	45,584	−4,864	trim
137	Havemeyer Place LP	$4.2M	44,197	+34,292	add
138	VOYA INVESTMENT MANAGEMENT LLC	$4.2M	44,080	+853	add
139	DEUTSCHE BANK AG\	$4.1M	43,820	+5,563	add
140	HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND	$4.0M	42,000	+8,600	add
141	ARDSLEY ADVISORY PARTNERS LP	$3.9M	41,500	+32,500	add
142	Aquatic Capital Management LLC	$3.9M	41,010	+41,010	new
143	MACQUARIE GROUP LTD	$3.8M	39,980	+28,802	add
144	Optiver Holding B.V.	$3.7M	39,484	−37,109	trim
145	STIFEL FINANCIAL CORP	$3.6M	38,029	+13,374	add
146	Empowered Funds, LLC	$3.4M	36,227	−30,972	trim
147	Arizona State Retirement System	$3.4M	35,927	−210	trim
148	MERCER GLOBAL ADVISORS INC /ADV	$3.3M	34,565	−4,582	trim
149	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	$3.3M	36,643	−3,395	trim
150	Vanguard Investments Australia, Ltd.	$3.1M	33,055	—	no prior
151	Capula Management Ltd	$3.1M	32,690	+32,690	new
152	MANUFACTURERS LIFE INSURANCE COMPANY, THE	$3.1M	32,307	+6,055	add
153	Focus Partners Wealth	$3.0M	30,662	+877	add
154	Moran Wealth Management, LLC	$3.0M	31,600	+31,600	new
155	Ensign Peak Advisors, Inc	$2.9M	30,742	−8,762	trim
156	Lido Advisors, LLC	$2.9M	30,348	−8,211	trim
157	PRINCIPAL FINANCIAL GROUP INC	$2.8M	29,598	−4,753	trim
158	KLP KAPITALFORVALTNING AS	$2.7M	28,900	0	no change
159	Summit Trail Advisors, LLC	$2.6M	27,055	+8,004	add
160	OMERS ADMINISTRATION Corp	$2.5M	26,439	+10,200	add
161	FRANKLIN RESOURCES INC	$2.5M	26,295	−264,668	trim
162	TEACHER RETIREMENT SYSTEM OF TEXAS	$2.3M	24,633	−8,323	trim
163	Kennondale Capital Management LLC	$2.3M	24,557	0	no change
164	INDEPENDENT FINANCIAL GROUP, LLC	$2.2M	23,719	—	no prior
165	Mitsubishi UFJ Trust & Banking Corp	$2.2M	23,488	+11,700	add
166	ABLE Financial Group, LLC	$2.2M	23,072	−1,503	trim
167	WCG Wealth Advisors LLC	$2.2M	22,998	+3,276	add
168	TRUIST FINANCIAL CORP	$2.2M	22,900	+8,947	add
169	NOMURA HOLDINGS INC	$2.1M	22,204	+9,374	add
170	Strategic Global Advisors, LLC	$2.0M	20,890	+20,890	new
171	Diversified Trust Co	$2.0M	20,855	+297	add
172	Utah Retirement Systems	$2.0M	20,853	−348	trim
173	Pictet Asset Management Holding SA	$1.9M	20,546	+1,430	add
174	BENJAMIN EDWARDS INC	$1.9M	19,881	−8,400	trim
175	North Dakota State Investment Board	$1.9M	19,775	−1,649	trim
176	BANCO BILBAO VIZCAYA ARGENTARIA, S.A.	$1.9M	20,191	+20,191	new
177	Brevan Howard Capital Management LP	$1.9M	19,626	−5,367	trim
178	Merit Financial Group, LLC	$1.8M	19,382	−3,088	trim
179	Daiwa Securities Group Inc.	$1.8M	18,769	+2,137	add
180	CAPSTONE INVESTMENT ADVISORS, LLC	$1.7M	18,268	+14,217	add
181	MCDONALD PARTNERS LLC	$1.7M	18,250	+550	add
182	BAILARD, INC.	$1.7M	18,224	+18,224	new
183	Kestra Investment Management, LLC	$1.7M	18,057	+5,182	add
184	Eurizon Capital SGR S.p.A.	$1.7M	18,114	+8,081	add
185	Graham Capital Management, L.P.	$1.7M	17,526	+8,403	add
186	Susquehanna Portfolio Strategies, LLC	$1.7M	17,471	0	no change
187	COMMONWEALTH EQUITY SERVICES, LLC	$1.6M	17,185	−262	trim
188	MOORE CAPITAL MANAGEMENT, LP	$1.6M	17,066	−33,085	trim
189	Private Advisor Group, LLC	$1.6M	16,392	−6,391	trim
190	Bensler, LLC	$1.5M	16,352	−479	trim
191	NEW YORK LIFE INVESTMENT MANAGEMENT LLC	$1.5M	16,231	+3,764	add
192	Accurate Wealth Management, LLC	$1.5M	14,886	+1,076	add
193	Smith Group Asset Management, LLC	$1.5M	16,022	+3,131	add
194	Hudson Bay Capital Management LP	$1.5M	15,595	−307,731	trim
195	Vanguard Personalized Indexing Management, LLC	$1.5M	15,374	−329	trim
196	Greenland Capital Management LP	$1.5M	15,332	−11,650	trim
197	Caprock Group, LLC	$1.4M	15,106	−2,979	trim
198	Longaeva Partners L.P.	$1.4M	14,608	+14,608	new
199	Numerai GP LLC	$1.4M	14,541	+7,268	add
200	PEAK6 LLC	$1.4M	14,431	+1,123	add
201	Vident Advisory, LLC	$1.4M	14,321	−1,505	trim
202	Blueshift Asset Management, LLC	$1.3M	14,245	+14,245	new
203	Federation des caisses Desjardins du Quebec	$1.3M	14,182	+2,781	add
204	Chicago Partners Investment Group LLC	$1.2M	10,490	+3,802	add
205	MML INVESTORS SERVICES, LLC	$1.2M	12,977	−635	trim
206	West Tower Group, LLC	$1.2M	12,950	−500	trim
207	Tower Research Capital LLC (TRC)	$1.2M	12,288	+6,594	add
208	ExodusPoint Capital Management, LP	$1.1M	11,724	−73,089	trim
209	SIG BROKERAGE, LP	$1.1M	11,663	+11,663	new
210	XPONANCE LLC	$1.1M	11,385	+2,883	add
211	ING GROEP NV	$1.1M	11,300	−39,500	trim
212	NORDEA INVESTMENT MANAGEMENT AB	$1.0M	11,374	+11,374	new
213	PRELUDE CAPITAL MANAGEMENT, LLC	$1.0M	10,914	+4,263	add
214	Friedenthal Financial	$992K	10,484	+10,416	add
215	Odyssean, LLC	$950K	10,043	+3,262	add
216	ELEVATION POINT WEALTH PARTNERS, LLC	$914K	9,661	+9,661	new
217	Mirae Asset Global Investments Co., Ltd.	$903K	9,542	+1,839	add
218	O'SHAUGHNESSY ASSET MANAGEMENT, LLC	$898K	9,494	+464	add
219	Oak Thistle LLC	$872K	9,211	−400	trim
220	Asset Management One Co., Ltd.	$842K	8,900	−23,825	trim
221	VISTA INVESTMENT PARTNERS LLC	$838K	8,859	−294	trim
222	OPPENHEIMER ASSET MANAGEMENT INC.	$838K	8,858	+3,577	add
223	Financiere des Professionnels - Fonds d'investissement inc.	$834K	8,818	+8,818	new
224	Swiss Life Asset Management Ltd	$793K	8,380	+2,411	add
225	NewEdge Advisors, LLC	$789K	8,334	+8,334	new
226	MAVERICK CAPITAL LTD	$775K	8,189	−37,382	trim
227	Arax Advisory Partners	$772K	7,709	+1,911	add
228	Composition Wealth, LLC	$735K	7,766	+81	add
229	Y.D. More Investments Ltd	$728K	8,009	+8,009	new
230	XTX Topco Ltd	$726K	7,673	−2,544	trim
231	Fieldview Capital Management, LLC	$717K	7,581	−9,665	trim
232	Pathstone Holdings, LLC	$716K	7,564	+1,094	add
233	United Advisor Group, LLC	$714K	7,550	+75	add
234	Marex Group Ltd	$708K	7,483	−22,385	trim
235	Atom Investors LP	$700K	7,395	+7,395	new
236	O'Keefe Stevens Advisory, Inc.	$683K	7,214	+729	add
237	Alphadyne Asset Management LP	$677K	7,155	+7,155	new
238	KESTRA PRIVATE WEALTH SERVICES, LLC	$668K	7,059	+7,059	new
239	Sanctuary Advisors, LLC	$661K	6,981	−989	trim
240	Inscription Capital, LLC	$641K	6,779	−551	trim
241	Kera Capital Partners, Inc.	$630K	6,656	+1,093	add
242	Concurrent Investment Advisors, LLC	$628K	6,641	+550	add
243	Apollon Wealth Management, LLC	$628K	6,636	+186	add
244	SteelPeak Wealth, LLC	$625K	6,601	+385	add
245	DnB Asset Management AS	$624K	6,597	+4,675	add
246	Focus Partners Advisor Solutions, LLC	$618K	6,536	−4,845	trim
247	Maryland State Retirement & Pension System	$609K	6,439	0	no change
248	Encompass More Asset Management	$607K	6,419	+6,419	new
249	Haven Private, LLC	$600K	6,345	+1,934	add
250	HighTower Advisors, LLC	$585K	6,187	−22,935	trim
251	Pallas Capital Advisors LLC	$581K	6,140	−3,056	trim
252	INCEPTIONR LLC	$577K	6,103	+6,103	new
253	Generali Investments, Management Co LLC	$575K	6,079	−20,639	trim
254	Bridgefront Capital, LLC	$574K	6,063	−1,208	trim
255	QRG CAPITAL MANAGEMENT, INC.	$571K	6,031	+1,858	add
256	Shay Capital LLC	$568K	6,000	+3,200	add
257	M&T BANK CORP	$552K	5,829	−393	trim
258	CIBC WORLD MARKET INC.	$548K	5,796	+1,599	add
259	Avior Wealth Management, LLC	$543K	5,742	−414	trim
260	Krilogy Financial LLC	$536K	4,793	−888	trim
261	Kestra Advisory Services, LLC	$530K	5,600	−2,602	trim
262	Opes Wealth Management LLC	$526K	5,558	+28	add
263	State of Wyoming	$522K	5,522	−170	trim
264	Interchange Capital Partners, LLC	$522K	7,400	+567	add
265	OXFORD ASSET MANAGEMENT LLP	$511K	5,401	+5,401	new
266	Equitable Holdings, Inc.	$511K	4,710	−37	trim
267	ALPS ADVISORS INC	$511K	5,400	+5,400	new
268	Quadcap Wealth Management, LLC	$511K	5,398	−683	trim
269	PRUDENTIAL PLC	$502K	5,309	+5,309	new
270	Jefferies Financial Group Inc.	$499K	5,272	−7,128	trim
271	Brooklyn Investment Group	$487K	5,151	+2,210	add
272	Waverly Advisors, LLC	$486K	5,136	−394	trim
273	Ledgewood Wealth Advisors, LLC	$472K	4,990	−450	trim
274	AXXCESS WEALTH MANAGEMENT, LLC	$471K	4,980	−1,563	trim
275	Steward Partners Investment Advisory, LLC	$465K	4,918	−116	trim
276	Sequoia Financial Advisors, LLC	$465K	4,916	−116	trim
277	denkapparat Operations GmbH	$462K	4,880	0	no change
278	Wealthfront Advisers LLC	$459K	4,847	−14	trim
279	VIRTUS ADVISERS, LLC	$458K	4,838	−390	trim
280	CHOREO, LLC	$453K	4,787	−182	trim
281	Compound Planning, Inc.	$451K	4,767	+1,079	add
282	Weiss Asset Management LP	$447K	4,723	+4,723	new
283	Vontobel Holding Ltd.	$445K	4,700	+1,102	add
284	Sivia Capital Partners, LLC	$439K	4,636	+1,071	add
285	GUGGENHEIM CAPITAL LLC	$433K	4,577	−935	trim
286	Focused Wealth Management, Inc	$429K	4,537	+94	add
287	UNITED CAPITAL FINANCIAL ADVISORS, LLC	$426K	4,497	+4,497	new
288	HUB Investment Partners, LLC	$416K	4,392	+1,231	add
289	Northwest & Ethical Investments L.P.	$413K	4,202	+1,602	add
290	Baker Avenue Asset Management, LP	$411K	4,347	+1,527	add
291	Jacksonville Wealth Management, LLC	$396K	4,190	0	no change
292	Bayforest Capital Ltd	$396K	4,181	+700	add
293	Voleon Capital Management LP	$393K	4,154	+632	add
294	Hilltop Holdings Inc.	$391K	4,135	−677	trim
295	Quantum Portfolio Management LLC	$391K	4,135	+105	add
296	&PARTNERS	$389K	4,113	+187	add
297	Atria Investments, Inc	$389K	4,111	+414	add
298	GeoWealth Management, LLC	$385K	4,070	+2,126	add
299	FOX RUN MANAGEMENT, L.L.C.	$383K	4,337	−9,230	trim
300	Alyeska Investment Group, L.P.	$382K	4,037	−878,878	trim
301	Aaron Wealth Advisors LLC	$380K	4,021	−4,695	trim
302	VestGen Advisors, LLC	$379K	2,968	+2,968	new
303	Quinn Opportunity Partners LLC	$378K	4,000	+4,000	new
304	CIBC Asset Management Inc	$373K	3,941	0	no change
305	COOKSON PEIRCE & CO INC	$372K	3,931	+827	add
306	DRW Securities, LLC	$372K	3,927	+889	add
307	Royal Fund Management, LLC	$365K	3,860	+3,860	new
308	KEYBANK NATIONAL ASSOCIATION/OH	$365K	3,853	+3,853	new
309	Empirical Financial Services, LLC d.b.a. Empirical Wealth Management	$361K	3,810	+3,810	new
310	Clay Northam Wealth Management, LLC	$359K	3,791	−95	trim
311	3Chopt Investment Partners, LLC	$358K	3,780	+181	add
312	Palumbo Wealth Management LLC	$355K	3,754	+360	add
313	PFG Investments, LLC	$351K	3,707	−25	trim
314	Magnetar Financial LLC	$345K	3,645	+1,215	add
315	Bull Harbor Capital LLC	$344K	3,640	—	no prior
316	Perbak Capital Partners LLP	$342K	3,614	+1,459	add
317	Aviance Capital Partners, LLC	$341K	3,606	−883	trim
318	MAI Capital Management	$340K	3,594	+1,529	add
319	CLEAR WAVE WEALTH MANAGEMENT LLC	$335K	3,538	—	no prior
320	US BANCORP \DE\	$334K	3,529	+86	add
321	NorthCrest Asset Manangement, LLC	$327K	3,352	−2,886	trim
322	HB Wealth Management, LLC	$326K	3,447	+122	add
323	EP Wealth Advisors, LLC	$325K	3,434	−2,195	trim
324	Stratos Wealth Partners, LTD.	$324K	3,426	+928	add
325	GATEWAY INVESTMENT ADVISERS LLC	$321K	3,393	−15,149	trim
326	Linden Thomas Advisory Services, LLC	$317K	3,353	+3,353	new
327	NATIXIS	$309K	3,264	−45,605	trim
328	Allworth Financial LP	$304K	3,211	−666	trim
329	J.W. COLE ADVISORS, INC.	$297K	3,135	−138	trim
330	Concentric Capital Strategies, LP	$288K	3,044	−8,922	trim
331	Sherman Wealth Management LLC	$284K	3,000	0	no change
332	Synergy Financial Group, LTD	$278K	2,940	−116	trim
333	FIFTH THIRD BANCORP	$278K	2,934	+2,129	add
334	Goldstein Advisors, LLC	$270K	2,850	+420	add
335	OP Asset Management Ltd	$267K	2,817	—	no prior
336	LECAP ASSET MANAGEMENT LTD	$265K	2,802	−431	trim
337	Quadrature Capital Ltd	$260K	2,749	−5,368	trim
338	Summit Financial, LLC	$260K	2,748	+6	add
339	Brand Asset Management Group, Inc.	$259K	2,735	+2,735	new
340	Vise Technologies, Inc.	$255K	2,348	0	no change
341	COLDSTREAM CAPITAL MANAGEMENT INC	$254K	2,682	+650	add
342	MIRABELLA FINANCIAL SERVICES LLP	$254K	2,681	+2,681	new
343	Cornerstone Wealth Management, LLC	$252K	2,658	0	no change
344	EVERGREEN CAPITAL MANAGEMENT LLC	$251K	2,656	+2,656	new
345	Ascent Wealth Partners, LLC	$248K	2,620	+285	add
346	Ascentis Independent Advisors	$248K	2,618	−44	trim
347	RFG Advisory, LLC	$244K	2,584	−148	trim
348	Laird Norton Wetherby Trust Company, LLC	$242K	2,562	+56	add
349	Optas, LLC	$241K	2,550	−102	trim
350	ACADIAN ASSET MANAGEMENT LLC	$239K	2,521,078	+350,457	add
351	SAGESPRING WEALTH PARTNERS, LLC	$238K	2,511	+2,511	new
352	Alta Wealth Advisors LLC	$235K	2,481	+2,481	new
353	Index Technologies Group LLC	$230K	2,430	+93	add
354	Portside Wealth Group, LLC	$220K	2,328	+2,328	new
355	WELLINGTON MANAGEMENT GROUP LLP	$217K	2,296	+2,296	new
356	TRU INDEPENDENCE ASSET MANAGEMENT 2, LLC	$217K	2,292	0	no change
357	EVOLVE PRIVATE WEALTH, LLC	$214K	2,257	−3,182	trim
358	Geneos Wealth Management Inc.	$213K	2,253	0	no change
359	BNP Paribas Asset Management Holding S.A.	$212K	2,245	+488	add
360	GenWealth Group, Inc.	$208K	2,200	+2,200	new
361	Independent Advisor Alliance	$205K	2,168	−100	trim
362	Clare Market Investments LLC	$204K	2,153	—	no prior
363	AZZAD ASSET MANAGEMENT INC /ADV	$203K	2,150	+2,150	new
364	Modera Wealth Management, LLC	$203K	2,145	+2,145	new
365	SCOTIA CAPITAL INC.	$202K	2,139	−395	trim
366	Audent Global Asset Management, LLC	$201K	2,129	−77	trim
367	GTS SECURITIES LLC	$201K	2,128	+2,128	new
368	PKS Advisory Services, LLC	$201K	2,122	+137	add
369	BEACON INVESTMENT ADVISORY SERVICES, INC.	$190K	2,003	−150	trim
370	Garden State Investment Advisory Services LLC	$175K	1,850	−25	trim
371	Raleigh Capital Management Inc.	$144K	1,522	+93	add
372	Compagnie Lombard Odier SCmA	$142K	1,500	0	no change
373	DARA CAPITAL US, INC.	$138K	1,461	+94	add
374	Transamerica Financial Advisors, LLC	$136K	1,442	+160	add
375	STOREBRAND ASSET MANAGEMENT AS	$128K	1,356	—	no prior
376	Smartleaf Asset Management LLC	$127K	1,440	−106	trim
377	SIGNATUREFD, LLC	$121K	1,274	+151	add
378	True Wealth Design, LLC	$112K	1,184	+50	add
379	MH & ASSOCIATES SECURITIES MANAGEMENT CORP /ADV	$111K	1,177	−20,929	trim
380	Advisors Asset Management, Inc.	$104K	1,101	+170	add
381	Larson Financial Group LLC	$104K	1,097	+446	add
382	SUMMIT SECURITIES GROUP LLC	$80.0K	845	+845	new
383	INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC	$73.2K	771	+35	add
384	Duquesne Family Office LLC	$71.0K	750,190	+167,210	add
385	TD Waterhouse Canada Inc.	$70.8K	747	+635	add
386	Corsicana & Co.	$70.4K	1,000	0	no change
387	SJS Investment Consulting Inc.	$68.4K	723	+25	add
388	CSS LLC/IL	$62.4K	660	+660	new
389	SWAN Capital LLC	$57.0K	602	0	no change
390	Ameliora Wealth Management Ltd.	$53.7K	567	+567	new
391	Itau Unibanco Holding S.A.	$53.1K	561	0	no change
392	WPG Advisers, LLC	$53.1K	561	+276	add
393	GS Investments, Inc.	$47.0K	497	0	no change
394	Elequin Capital, LP	$44.2K	467	+467	new
395	SALEM INVESTMENT COUNSELORS INC	$39.8K	421	+421	new
396	Pinnacle Wealth Planning Services, Inc.	$38.8K	410	+13	add
397	VISION FINANCIAL MARKETS LLC	$37.8K	400	0	no change
398	RiverPark Advisors, LLC	$32.2K	340	+3	add
399	Quarry LP	$30.6K	323	−366	trim
400	Westfuller Advisors, LLC	$28.4K	300	0	no change
401	Blue Trust, Inc.	$26.5K	280	+46	add
402	NATIONAL BANK OF CANADA /FI/	$24.4K	258	−174	trim
403	NOMURA ASSET MANAGEMENT CO LTD	$23.7K	250	0	no change
404	EFG International AG	$22.1K	234	+234	new
405	Mitsubishi UFJ Asset Management Co., Ltd.	$20.6K	218	0	no change
406	Atlantic Union Bankshares Corp	$19.0K	201	−48	trim
407	DANSKE BANK A/S	$18.9K	200	−1,100	trim
408	Advocate Investing Services LLC	$18.9K	200	0	no change
409	Owl Creek Wealth Partners LLC	$18.5K	195	—	no prior
410	FINANCIAL CONSULATE, INC	$16.7K	177	0	no change
411	NFSG Corp	$15.6K	165	0	no change
412	EASTERN BANK	$15.1K	160	0	no change
413	SHP Wealth Management	$15.1K	160	+12	add
414	Keating Financial Advisory Services, Inc.	$14.5K	153	+153	new
415	New England Capital Financial Advisors LLC	$14.2K	150	0	no change
416	Nvest Wealth Strategies, Inc.	$14.2K	150	0	no change
417	Clearstead Advisors, LLC	$13.8K	146	−2,135	trim
418	COUNTRY TRUST BANK	$13.8K	146	+141	add
419	ALGERT GLOBAL LLC	$13.6K	143,600	−10,136	trim
420	Parkside Financial Bank & Trust	$13.3K	141	+28	add
421	Pacific Center for Financial Services	$12.3K	130	0	no change
422	Delos Wealth Advisors, LLC	$12.3K	130	+130	new
423	HM PAYSON & CO	$11.8K	125	−83	trim
424	QUADRANT CAPITAL GROUP LLC	$9.9K	105	+7	add
425	ELEVATION WEALTH PARTNERS, LLC	$9.7K	103	+28	add
426	Truvestments Capital LLC	$9.5K	100	0	no change
427	Costello Asset Management, INC	$9.5K	100	0	no change
428	Grove Bank & Trust	$9.4K	99	+8	add
429	MCGUIRE CAPITAL ADVISORS INC	$8.8K	93	+82	add
430	Rakuten Securities, Inc.	$8.7K	92	−409	trim
431	Activest Wealth Management	$8.0K	85	−52	trim
432	Vanguard National Trust Co	$7.7K	81	—	no prior
433	Addison Advisors LLC	$7.6K	80	0	no change
434	Richard W. Paul & Associates, LLC	$7.4K	78	0	no change
435	MidFirst Bank	$6.7K	71	+71	new
436	CALDWELL SUTTER CAPITAL, INC.	$6.6K	70	−30	trim
437	ASSETMARK, INC	$6.5K	69	−6	trim
438	Spire Wealth Management	$6.2K	65	0	no change
439	MATHER GROUP, LLC.	$5.8K	62	+62	new
440	CVA Family Office, LLC	$5.7K	60	+5	add
441	Treasurer of the State of North Carolina	$5.2K	55,176	+1,177	add
442	Anfield Capital Management, LLC	$5.2K	55	+55	new
443	Hurley Capital, LLC	$5.2K	55	+55	new
444	Dogwood Wealth Management LLC	$4.7K	50	0	no change
445	Missouri Trust & Investment Co	$4.3K	45	0	no change
446	ISLAY CAPITAL MANAGEMENT, LLC	$3.8K	40	0	no change
447	PFS Partners, LLC	$3.7K	39	0	no change
448	Destiny Wealth Partners, LLC	$3.6K	38	+38	new
449	Wealth Enhancement Trust Services, Inc.	$3.6K	38	0	no change
450	GHP Investment Advisors, Inc.	$3.5K	37	0	no change
451	SOUTHERN MICHIGAN BANK & TRUST	$3.3K	35	—	no prior
452	Clearstead Trust, LLC	$3.1K	33	−1	trim
453	Sachetta, LLC	$3.1K	33	+3	add
454	JPL Wealth Management, LLC	$3.0K	32	+32	new
455	N.E.W. Advisory Services LLC	$2.8K	30	+30	new
456	Retirement Wealth Solutions LLC	$2.7K	29	+13	add
457	UMB Bank, n.a.	$2.4K	25	+3	add
458	Cromwell Holdings LLC	$2.3K	24	+4	add
459	GSA CAPITAL PARTNERS LLP	$1.8K	18,991	+8,982	add
460	Marquette Asset Management, LLC	$1.6K	17	+11	add
461	Physician Wealth Advisors, Inc.	$1.6K	17	0	no change
462	Intentional Wealth Strategies, LLC	$1.6K	17	—	no prior
463	HOEY INVESTMENTS, INC	$1.5K	16	0	no change
464	Signature Equity Partners, LLC	$1.5K	16	+16	new
465	CANADA LIFE ASSURANCE Co	$1.5K	15,813	+188	add
466	DekaBank Deutsche Girozentrale	$1.5K	15,550	0	no change
467	Annis Gardner Whiting Capital Advisors, LLC	$1.4K	15	0	no change
468	JFS WEALTH ADVISORS, LLC	$1.3K	14	−485	trim
469	Rachor Investment Advisory Services, LLC	$1.3K	14	−1	trim
470	Sunrise Financial Services, LLC	$1.3K	14	0	no change
471	SouthState Bank Corp	$1.2K	13	0	no change
472	PayPay Securities Corp	$1.2K	11	−1	trim
473	Medallion Wealth Advisors, LLC	$1.2K	13	—	no prior
474	My Portfolio Guide, LLC	$1.1K	12	—	no prior
475	Smallwood Wealth Investment Management, LLC	$1.0K	11	0	no change
476	Tradewinds Capital Management, LLC	$947	10	0	no change
477	Private Wealth Management Group, LLC	$947	10	0	no change
478	Kingdom Financial Group LLC.	$946	10	+10	new
479	Abound Wealth Management	$909	10	+8	add
480	TFC Financial Management, Inc.	$757	8	0	no change
481	Bell Investment Advisors, Inc	$757	8	−51	trim
482	THRIVENT FINANCIAL FOR LUTHERANS	$670	7,073	0	no change
483	MV CAPITAL MANAGEMENT, INC.	$568	6	+1	add
484	Vestcor Inc	$498	5,259	+929	add
485	DiNuzzo Private Wealth, Inc.	$474	5	0	no change
486	Kilter Group LLC	$474	5	+5	new
487	Quaker Wealth Management, LLC	$379	4	0	no change
488	American Capital Advisory, LLC	$379	4	+3	add
489	Evelyn Partners Investment Management LLP	$378	4	+4	new
490	Ravenstone Capital Management Inc.	$378	4	—	no prior
491	KBC Group NV	$373	3,943	0	no change
492	Prestige Wealth Management Group LLC	$284	3	0	no change
493	Harvest Fund Management Co., Ltd	$214	2,262	+953	add
494	DHJJ Financial Advisors, Ltd.	$190	2	0	no change
495	Vermillion Wealth Management, Inc.	$189	2	0	no change
496	Key FInancial Inc	$189	2	0	no change
497	Caitlin John, LLC	$189	2	0	no change
498	CENTAURUS FINANCIAL, INC.	$147	1,557	−11,675	trim
499	Employees Retirement System of Texas	$139	1,467	+1,467	new
500	TOTH FINANCIAL ADVISORY CORP	$95	1	0	no change

Quarter ended 2026-03-31Newest filing in this build: 2026-07-31. Per-row filing dates are on each receipt.

Congress ↔ notable managers · ROKU

who in Congress disclosed purchases or sales beside which notable managers added or trimmed

Congress · last 90 days

Buyers: 0 — —
Sellers: 0 — —

filed 2026-06-16 → 2026-09-14 · totals are statutory ranges

Notable managers · quarter ended 2026-03-31

Adding: 1 Duquesne Family Office $71.0K held
Trimming: 3 Bridgewater Associates, Gotham Asset Management, Moore Capital Management $26.3M held

new + add vs trim + exit, by shares · $ = reported value now, not the change · ROKU INC

Merged timeline of congressional filings and notable-manager moves on ROKU
Date	Who	Change	Size
2026-05-15	Duquesne Family Office 13F	add	+167,210 sh
2026-05-15	Bridgewater Associates 13F	trim	−18,570 sh
2026-05-15	Gotham Asset Management 13F	trim	−30,124 sh
2026-05-15	Moore Capital Management 13F	trim	−33,085 sh

4 newest rows · Congress rows date by filing, 13F rows by quarter end · a 13F row is a quarter-end snapshot, not a trade

7 members of Congress disclosed ROKU — the congressional view ↗