Public record / Tickers / ROKU

ROKU — ROKU, INC

Both disclosure regimes on one name: who in Congress filed about ROKU, which institutions reported holding it. Each section keeps its own clock — congressional trades on the 45-day PTR clock, 13F holdings as quarter-end snapshots.

Congress txns
30
all PTR rows naming ROKU
Members · 12m
0
0 buys · 0 sells · by trade date
Latest PTR
05-19
filed 2023-05-19
13F holders
500
top-500 slice · 2026-03-31
Congress = transactions in statutory ranges, 45-day lag · Institutions = quarter-end positions, 45-day lagas of 2026-09-14 13:21 UTCno price data — a disclosure record, not a chart

Kelly Loeffler · $100K–$250K

Sale · traded 2020-02-05 → filed 2020-05-01. Ranked over every ROKU row by the provable lower bound, never a point estimate.

No member disclosed ROKU in the trailing 12 months

Counts of disclosures by trade date, not dollars — ranges cannot be netted across members. Flow ranges per member are in the table below.

3 rows filed past the 45-day window

Late disclosure is stated on the row, never editorialised. Both dates and the receipt stay on every row.

Congress · disclosure timeline

TRADE DATES · 24M · ▲ BUY ▼ SELL · HEIGHT = LOG LOWER BOUND

No dated ROKU rows fall inside the trailing 24 months by trade date.

Trade date, not filing date — the lag lives in the table below. 0 rows placed.

PLANNED institutional holder flow by quarter

Congressional disclosures

ALL PTR ROWS NAMING ROKU · SORTED FILED ↓ · STATUTORY RANGES · FILED ≤45D LATEfull congressional view ↗
Latest congressional filings mentioning ROKU
Filed ▾MemberSide · OwnerTraded · LagAmountRange · FlagsSrc
2023-05-19Daniel S. Goldman D–NY-10PurchaseTraded 04-10 +39d$15K–$50K
2022-03-04James R. Langevin D–RI-2PurchaseTraded 02-10 +22d$1K–$15K
2021-06-10James R. Langevin D–RI-2SaleTraded 05-07 +34d$1K–$15K
2021-06-10James R. Langevin D–RI-2PurchaseTraded 05-06 +35d$1K–$15K
2021-05-13James R. Langevin D–RI-2SaleTraded 04-06 +37d$15K–$50K
Traded → filed dates on every rowEach row shows the trade date and the filing date; the gap between them is the disclosure lag.all 30 ↗

Members active in ROKU

12M · NET LOWER BOUND · COMMITTEES AS OF TRADE DATE · SNAPSHOT 2026-09-14

No member disclosed ROKU in the trailing 12 months.

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

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
DateWhoChangeSize
2026-05-15Duquesne Family Office 13Fadd+167,210 sh
2026-05-15Bridgewater Associates 13Ftrim−18,570 sh
2026-05-15Gotham Asset Management 13Ftrim−30,124 sh
2026-05-15Moore Capital Management 13Ftrim−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

Institutional holders · 13F · Quarter ended 2026-03-31 · longs only

full holders view ↗
Top institutional holders of ROKU for quarter 2026-03-31
#FilerValue ▾SecuritiesFlagsSrc
1FMR LLC$1.6B1
2BlackRock, Inc.$703M1
3VANGUARD PORTFOLIO MANAGEMENT LLC$611M1
4VANGUARD CAPITAL MANAGEMENT LLC$556M1
5GEODE CAPITAL MANAGEMENT, LLC$263M1
6SCHRODER INVESTMENT MANAGEMENT GROUP$218M1
7STATE STREET CORP$214M1
8ARROWSTREET CAPITAL, LIMITED PARTNERSHIP$193M1
9Squarepoint Ops LLC$168M1
10AQR CAPITAL MANAGEMENT LLC$164M1
11MORGAN STANLEY$164M1
12RENAISSANCE TECHNOLOGIES LLC$148M1
13JACOBS LEVY EQUITY MANAGEMENT, INC$139M1
14Qube Research & Technologies Ltd$126M1
15CITADEL ADVISORS LLC$121M1
16TWO SIGMA INVESTMENTS, LP$112M1
17WESTFIELD CAPITAL MANAGEMENT CO LP$111M1
18Assenagon Asset Management S.A.$110M1
19BANK OF AMERICA CORP /DE/$102M1
20TREMBLANT CAPITAL GROUP$91.0M1
21CHARLES SCHWAB INVESTMENT MANAGEMENT INC$90.4M1
22Janus Henderson Group Ltd.$79.0M1
23VANGUARD FIDUCIARY TRUST CO$77.1M1
24Robeco Institutional Asset Management B.V.$71.8M1
25DIMENSIONAL FUND ADVISORS LP$71.0M1
26Amundi$70.8M1
27Holocene Advisors, LP$70.4M1
28JANE STREET GROUP, LLC$67.9M1
29NORTHERN TRUST CORP$65.0M1
30SUSQUEHANNA INTERNATIONAL GROUP, LLP$64.9M1
31Man Group plc$61.9M1
32Woodline Partners LP$59.0M1
33Quantinno Capital Management LP$55.4M1
34Nuveen, LLC$54.1M1
35NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$47.5M1
36UBS Group AG$46.9M1
37Alua Capital Management LP$44.9M1
38OSSIAM$43.6M1
39FEDERATED HERMES, INC.$41.3M1
40CANADA PENSION PLAN INVESTMENT BOARD$39.3M1
41D. E. Shaw & Co., Inc.$38.9M1
42Junto Capital Management LP$38.1M1
43Allianz Asset Management GmbH$37.1M1
44RAYMOND JAMES FINANCIAL INC$37.1M1
45Rockefeller Capital Management L.P.$34.8M1
46Walleye Capital LLC$34.3M1
47MILLENNIUM MANAGEMENT LLC$33.7M1
48SEI INVESTMENTS CO$33.1M1
49Sessa Capital IM, L.P.$33.1M1
50UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC$28.3M1
51Trexquant Investment LP$26.5M1
52GILDER GAGNON HOWE & CO LLC$25.8M1
53CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM$24.7M1
54Swiss National Bank$24.5M1
55GLENMEDE TRUST CO NA$23.2M1
56Invesco Ltd.$22.2M1
57BALYASNY ASSET MANAGEMENT L.P.$21.6M1
58ENVESTNET ASSET MANAGEMENT INC$21.3M1
59Benchstone Capital Management LP$21.1M1
60Meridiem Capital Partners LP$20.9M1
61Crawford Fund Management, LLC$19.2M1
62ROYAL BANK OF CANADA$19.0M1
63LPL Financial LLC$18.9M1
64PANAGORA ASSET MANAGEMENT INC$18.8M1
65FIL Ltd$18.7M1
66Beck Bode, LLC$18.4M1
67Bridgewater Associates, LP$18.4M1
68J. Goldman & Co LP$17.4M1
69Connor, Clark & Lunn Investment Management Ltd.$15.1M1
70BANK OF NOVA SCOTIA$14.3M1
71M&G Plc$12.1M1
72DAVIDSON KEMPNER CAPITAL MANAGEMENT LP$11.8M1
73ZACKS INVESTMENT MANAGEMENT$11.8M1
74Allspring Global Investments Holdings, LLC$11.6M1
75Ardmore Road Asset Management LP$11.4M1
76IEQ CAPITAL, LLC$11.3M1
77VANGUARD ASSET MANAGEMENT, Ltd$11.1M1
78STATE OF WISCONSIN INVESTMENT BOARD$10.9M1
79Legal & General Group Plc$10.8M1
80STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM$10.8M1
81OSAIC HOLDINGS, INC.$10.5M1
82CITIGROUP INC$10.1M1
83WORLDQUANT MILLENNIUM ADVISORS LLC$10.1M1
84Freestone Grove Partners LP$10.0M1
85Engineers Gate Manager LP$9.9M1
86PICTON MAHONEY ASSET MANAGEMENT$9.8M1
87Schonfeld Strategic Advisors LLC$9.7M1
88Cerity Partners LLC$9.6M1
89Rokos Capital Management LLP$9.4M1
90OCCUDO QUANTITATIVE STRATEGIES LP$9.3M1
91CAISSE DE DEPOT ET PLACEMENT DU QUEBEC$9.1M1
92LAZARD ASSET MANAGEMENT LLC$9.1M1
93FIRST TRUST ADVISORS LP$8.7M1
94Vestmark Advisory Solutions, Inc.$8.5M1
95WELLS FARGO & COMPANY/MN$8.4M1
96EULAV Asset Management$8.0M1
97DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main$7.9M1
98Corient Private Wealth LLC$7.9M1
99Prospera Financial Services Inc$7.9M1
100AMERICAN CENTURY COMPANIES INC$7.8M1
101Verition Fund Management LLC$7.8M1
102Universal- Beteiligungs- und Servicegesellschaft mbH$7.7M1
103PREVAIL INNOVATIVE WEALTH ADVISORS, LLC$7.6M1
104BANK OF MONTREAL /CAN/$7.6M1
105Parallax Volatility Advisers, L.P.$6.8M1
106MAPLELANE CAPITAL, LLC$6.7M1
107NOMURA ASSET MANAGEMENT INTERNATIONAL INC.$6.6M1
108Ausdal Financial Partners, Inc.$6.6M1
109MASSACHUSETTS FINANCIAL SERVICES CO /MA/$6.6M1
110Mariner, LLC$6.4M1
111Gotham Asset Management, LLC$6.3M1
112JUPITER ASSET MANAGEMENT LTD$6.3M1
113Boston Partners$6.2M1
114NEW YORK STATE COMMON RETIREMENT FUND$6.1M1
115Maytus Capital Management, LLC$6.0M1
116Crossmark Global Holdings, Inc.$5.8M1
117Illinois Municipal Retirement Fund$5.8M1
118Shellback Capital, LP$5.7M1
119Cetera Investment Advisers$5.7M1
120PRUDENTIAL FINANCIAL INC$5.6M1
121ALLIANCEBERNSTEIN L.P.$5.5M1
122Atlas Venture Advisors, Inc.$5.5M1
123Y-Intercept (Hong Kong) Ltd$5.3M1
124Vanguard Global Advisers, LLC$5.0M1
125Palestra Capital Management LLC$5.0M1
126Katamaran Capital LLP$5.0M1
127Creative Planning$5.0M1
128Zurcher Kantonalbank (Zurich Cantonalbank)$4.9M1
129HSBC HOLDINGS PLC$4.6M1
130BURNEY CO/$4.5M1
131Convergence Investment Partners, LLC$4.5M1
132CWM, LLC$4.5M1
133Caption Management, LLC$4.5M1
134State of New Jersey Common Pension Fund D$4.4M1
135LANDSCAPE CAPITAL MANAGEMENT, L.L.C.$4.4M1
136BLAIR WILLIAM & CO/IL$4.3M1
137Havemeyer Place LP$4.2M1
138VOYA INVESTMENT MANAGEMENT LLC$4.2M1
139DEUTSCHE BANK AG\$4.1M1
140HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND$4.0M1
141ARDSLEY ADVISORY PARTNERS LP$3.9M1
142Aquatic Capital Management LLC$3.9M1
143MACQUARIE GROUP LTD$3.8M1
144Optiver Holding B.V.$3.7M1
145STIFEL FINANCIAL CORP$3.6M1
146Empowered Funds, LLC$3.4M1
147Arizona State Retirement System$3.4M1
148MERCER GLOBAL ADVISORS INC /ADV$3.3M1
149WEALTH ENHANCEMENT ADVISORY SERVICES, LLC$3.3M1
150Vanguard Investments Australia, Ltd.$3.1M1
151Capula Management Ltd$3.1M1
152MANUFACTURERS LIFE INSURANCE COMPANY, THE$3.1M1
153Focus Partners Wealth$3.0M1
154Moran Wealth Management, LLC$3.0M1
155Ensign Peak Advisors, Inc$2.9M1
156Lido Advisors, LLC$2.9M1
157PRINCIPAL FINANCIAL GROUP INC$2.8M1
158KLP KAPITALFORVALTNING AS$2.7M1
159Summit Trail Advisors, LLC$2.6M1
160OMERS ADMINISTRATION Corp$2.5M1
161FRANKLIN RESOURCES INC$2.5M1
162TEACHER RETIREMENT SYSTEM OF TEXAS$2.3M1
163Kennondale Capital Management LLC$2.3M1
164INDEPENDENT FINANCIAL GROUP, LLC$2.2M1
165Mitsubishi UFJ Trust & Banking Corp$2.2M1
166ABLE Financial Group, LLC$2.2M1
167WCG Wealth Advisors LLC$2.2M1
168TRUIST FINANCIAL CORP$2.2M1
169NOMURA HOLDINGS INC$2.1M1
170Strategic Global Advisors, LLC$2.0M1
171Diversified Trust Co$2.0M1
172Utah Retirement Systems$2.0M1
173Pictet Asset Management Holding SA$1.9M1
174BENJAMIN EDWARDS INC$1.9M1
175North Dakota State Investment Board$1.9M1
176BANCO BILBAO VIZCAYA ARGENTARIA, S.A.$1.9M1
177Brevan Howard Capital Management LP$1.9M1
178Merit Financial Group, LLC$1.8M1
179Daiwa Securities Group Inc.$1.8M1
180CAPSTONE INVESTMENT ADVISORS, LLC$1.7M1
181MCDONALD PARTNERS LLC$1.7M1
182BAILARD, INC.$1.7M1
183Kestra Investment Management, LLC$1.7M1
184Eurizon Capital SGR S.p.A.$1.7M1
185Graham Capital Management, L.P.$1.7M1
186Susquehanna Portfolio Strategies, LLC$1.7M1
187COMMONWEALTH EQUITY SERVICES, LLC$1.6M1
188MOORE CAPITAL MANAGEMENT, LP$1.6M1
189Private Advisor Group, LLC$1.6M1
190Bensler, LLC$1.5M1
191NEW YORK LIFE INVESTMENT MANAGEMENT LLC$1.5M1
192Accurate Wealth Management, LLC$1.5M1
193Smith Group Asset Management, LLC$1.5M1
194Hudson Bay Capital Management LP$1.5M1
195Vanguard Personalized Indexing Management, LLC$1.5M1
196Greenland Capital Management LP$1.5M1
197Caprock Group, LLC$1.4M1
198Longaeva Partners L.P.$1.4M1
199Numerai GP LLC$1.4M1
200PEAK6 LLC$1.4M1
201Vident Advisory, LLC$1.4M1
202Blueshift Asset Management, LLC$1.3M1
203Federation des caisses Desjardins du Quebec$1.3M1
204Chicago Partners Investment Group LLC$1.2M1
205MML INVESTORS SERVICES, LLC$1.2M1
206West Tower Group, LLC$1.2M1
207Tower Research Capital LLC (TRC)$1.2M1
208ExodusPoint Capital Management, LP$1.1M1
209SIG BROKERAGE, LP$1.1M1
210XPONANCE LLC$1.1M1
211ING GROEP NV$1.1M1
212NORDEA INVESTMENT MANAGEMENT AB$1.0M1
213PRELUDE CAPITAL MANAGEMENT, LLC$1.0M1
214Friedenthal Financial$992K1
215Odyssean, LLC$950K1
216ELEVATION POINT WEALTH PARTNERS, LLC$914K1
217Mirae Asset Global Investments Co., Ltd.$903K1
218O'SHAUGHNESSY ASSET MANAGEMENT, LLC$898K1
219Oak Thistle LLC$872K1
220Asset Management One Co., Ltd.$842K1
221VISTA INVESTMENT PARTNERS LLC$838K1
222OPPENHEIMER ASSET MANAGEMENT INC.$838K1
223Financiere des Professionnels - Fonds d'investissement inc.$834K1
224Swiss Life Asset Management Ltd$793K1
225NewEdge Advisors, LLC$789K1
226MAVERICK CAPITAL LTD$775K1
227Arax Advisory Partners$772K1
228Composition Wealth, LLC$735K1
229Y.D. More Investments Ltd$728K1
230XTX Topco Ltd$726K1
231Fieldview Capital Management, LLC$717K1
232Pathstone Holdings, LLC$716K1
233United Advisor Group, LLC$714K1
234Marex Group Ltd$708K1
235Atom Investors LP$700K1
236O'Keefe Stevens Advisory, Inc.$683K1
237Alphadyne Asset Management LP$677K1
238KESTRA PRIVATE WEALTH SERVICES, LLC$668K1
239Sanctuary Advisors, LLC$661K1
240Inscription Capital, LLC$641K1
241Kera Capital Partners, Inc.$630K1
242Concurrent Investment Advisors, LLC$628K1
243Apollon Wealth Management, LLC$628K1
244SteelPeak Wealth, LLC$625K1
245DnB Asset Management AS$624K1
246Focus Partners Advisor Solutions, LLC$618K1
247Maryland State Retirement & Pension System$609K1
248Encompass More Asset Management$607K1
249Haven Private, LLC$600K1
250HighTower Advisors, LLC$585K1
251Pallas Capital Advisors LLC$581K1
252INCEPTIONR LLC$577K1
253Generali Investments, Management Co LLC$575K1
254Bridgefront Capital, LLC$574K1
255QRG CAPITAL MANAGEMENT, INC.$571K1
256Shay Capital LLC$568K1
257M&T BANK CORP$552K1
258CIBC WORLD MARKET INC.$548K1
259Avior Wealth Management, LLC$543K1
260Krilogy Financial LLC$536K1
261Kestra Advisory Services, LLC$530K1
262Opes Wealth Management LLC$526K1
263State of Wyoming$522K1
264Interchange Capital Partners, LLC$522K1
265OXFORD ASSET MANAGEMENT LLP$511K1
266Equitable Holdings, Inc.$511K1
267ALPS ADVISORS INC$511K1
268Quadcap Wealth Management, LLC$511K1
269PRUDENTIAL PLC$502K1
270Jefferies Financial Group Inc.$499K1
271Brooklyn Investment Group$487K1
272Waverly Advisors, LLC$486K1
273Ledgewood Wealth Advisors, LLC$472K1
274AXXCESS WEALTH MANAGEMENT, LLC$471K1
275Steward Partners Investment Advisory, LLC$465K1
276Sequoia Financial Advisors, LLC$465K1
277denkapparat Operations GmbH$462K1
278Wealthfront Advisers LLC$459K1
279VIRTUS ADVISERS, LLC$458K1
280CHOREO, LLC$453K1
281Compound Planning, Inc.$451K1
282Weiss Asset Management LP$447K1
283Vontobel Holding Ltd.$445K1
284Sivia Capital Partners, LLC$439K1
285GUGGENHEIM CAPITAL LLC$433K1
286Focused Wealth Management, Inc$429K1
287UNITED CAPITAL FINANCIAL ADVISORS, LLC$426K1
288HUB Investment Partners, LLC$416K1
289Northwest & Ethical Investments L.P.$413K1
290Baker Avenue Asset Management, LP$411K1
291Jacksonville Wealth Management, LLC$396K1
292Bayforest Capital Ltd$396K1
293Voleon Capital Management LP$393K1
294Hilltop Holdings Inc.$391K1
295Quantum Portfolio Management LLC$391K1
296&PARTNERS$389K1
297Atria Investments, Inc$389K1
298GeoWealth Management, LLC$385K1
299FOX RUN MANAGEMENT, L.L.C.$383K1
300Alyeska Investment Group, L.P.$382K1
301Aaron Wealth Advisors LLC$380K1
302VestGen Advisors, LLC$379K1
303Quinn Opportunity Partners LLC$378K1
304CIBC Asset Management Inc$373K1
305COOKSON PEIRCE & CO INC$372K1
306DRW Securities, LLC$372K1
307Royal Fund Management, LLC$365K1
308KEYBANK NATIONAL ASSOCIATION/OH$365K1
309Empirical Financial Services, LLC d.b.a. Empirical Wealth Management$361K1
310Clay Northam Wealth Management, LLC$359K1
3113Chopt Investment Partners, LLC$358K1
312Palumbo Wealth Management LLC$355K1
313PFG Investments, LLC$351K1
314Magnetar Financial LLC$345K1
315Bull Harbor Capital LLC$344K1
316Perbak Capital Partners LLP$342K1
317Aviance Capital Partners, LLC$341K1
318MAI Capital Management$340K1
319CLEAR WAVE WEALTH MANAGEMENT LLC$335K1
320US BANCORP \DE\$334K1
321NorthCrest Asset Manangement, LLC$327K1
322HB Wealth Management, LLC$326K1
323EP Wealth Advisors, LLC$325K1
324Stratos Wealth Partners, LTD.$324K1
325GATEWAY INVESTMENT ADVISERS LLC$321K1
326Linden Thomas Advisory Services, LLC$317K1
327NATIXIS$309K1
328Allworth Financial LP$304K1
329J.W. COLE ADVISORS, INC.$297K1
330Concentric Capital Strategies, LP$288K1
331Sherman Wealth Management LLC$284K1
332Synergy Financial Group, LTD$278K1
333FIFTH THIRD BANCORP$278K1
334Goldstein Advisors, LLC$270K1
335OP Asset Management Ltd$267K1
336LECAP ASSET MANAGEMENT LTD$265K1
337Quadrature Capital Ltd$260K1
338Summit Financial, LLC$260K1
339Brand Asset Management Group, Inc.$259K1
340Vise Technologies, Inc.$255K1
341COLDSTREAM CAPITAL MANAGEMENT INC$254K1
342MIRABELLA FINANCIAL SERVICES LLP$254K1
343Cornerstone Wealth Management, LLC$252K1
344EVERGREEN CAPITAL MANAGEMENT LLC$251K1
345Ascent Wealth Partners, LLC$248K1
346Ascentis Independent Advisors$248K1
347RFG Advisory, LLC$244K1
348Laird Norton Wetherby Trust Company, LLC$242K1
349Optas, LLC$241K1
350ACADIAN ASSET MANAGEMENT LLC$239K1
351SAGESPRING WEALTH PARTNERS, LLC$238K1
352Alta Wealth Advisors LLC$235K1
353Index Technologies Group LLC$230K1
354Portside Wealth Group, LLC$220K1
355WELLINGTON MANAGEMENT GROUP LLP$217K1
356TRU INDEPENDENCE ASSET MANAGEMENT 2, LLC$217K1
357EVOLVE PRIVATE WEALTH, LLC$214K1
358Geneos Wealth Management Inc.$213K1
359BNP Paribas Asset Management Holding S.A.$212K1
360GenWealth Group, Inc.$208K1
361Independent Advisor Alliance$205K1
362Clare Market Investments LLC$204K1
363AZZAD ASSET MANAGEMENT INC /ADV$203K1
364Modera Wealth Management, LLC$203K1
365SCOTIA CAPITAL INC.$202K1
366Audent Global Asset Management, LLC$201K1
367GTS SECURITIES LLC$201K1
368PKS Advisory Services, LLC$201K1
369BEACON INVESTMENT ADVISORY SERVICES, INC.$190K1
370Garden State Investment Advisory Services LLC$175K1
371Raleigh Capital Management Inc.$144K1
372Compagnie Lombard Odier SCmA$142K1
373DARA CAPITAL US, INC.$138K1
374Transamerica Financial Advisors, LLC$136K1
375STOREBRAND ASSET MANAGEMENT AS$128K1
376Smartleaf Asset Management LLC$127K1
377SIGNATUREFD, LLC$121K1
378True Wealth Design, LLC$112K1
379MH & ASSOCIATES SECURITIES MANAGEMENT CORP /ADV$111K1
380Advisors Asset Management, Inc.$104K1
381Larson Financial Group LLC$104K1
382SUMMIT SECURITIES GROUP LLC$80.0K1
383INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC$73.2K1
384Duquesne Family Office LLC$71.0K1
385TD Waterhouse Canada Inc.$70.8K1
386Corsicana & Co.$70.4K1
387SJS Investment Consulting Inc.$68.4K1
388CSS LLC/IL$62.4K1
389SWAN Capital LLC$57.0K1
390Ameliora Wealth Management Ltd.$53.7K1
391Itau Unibanco Holding S.A.$53.1K1
392WPG Advisers, LLC$53.1K1
393GS Investments, Inc.$47.0K1
394Elequin Capital, LP$44.2K1
395SALEM INVESTMENT COUNSELORS INC$39.8K1
396Pinnacle Wealth Planning Services, Inc.$38.8K1
397VISION FINANCIAL MARKETS LLC$37.8K1
398RiverPark Advisors, LLC$32.2K1
399Quarry LP$30.6K1
400Westfuller Advisors, LLC$28.4K1
401Blue Trust, Inc.$26.5K1
402NATIONAL BANK OF CANADA /FI/$24.4K1
403NOMURA ASSET MANAGEMENT CO LTD$23.7K1
404EFG International AG$22.1K1
405Mitsubishi UFJ Asset Management Co., Ltd.$20.6K1
406Atlantic Union Bankshares Corp$19.0K1
407DANSKE BANK A/S$18.9K1
408Advocate Investing Services LLC$18.9K1
409Owl Creek Wealth Partners LLC$18.5K1
410FINANCIAL CONSULATE, INC$16.7K1
411NFSG Corp$15.6K1
412EASTERN BANK$15.1K1
413SHP Wealth Management$15.1K1
414Keating Financial Advisory Services, Inc.$14.5K1
415New England Capital Financial Advisors LLC$14.2K1
416Nvest Wealth Strategies, Inc.$14.2K1
417Clearstead Advisors, LLC$13.8K1
418COUNTRY TRUST BANK$13.8K1
419ALGERT GLOBAL LLC$13.6K1
420Parkside Financial Bank & Trust$13.3K1
421Pacific Center for Financial Services$12.3K1
422Delos Wealth Advisors, LLC$12.3K1
423HM PAYSON & CO$11.8K1
424QUADRANT CAPITAL GROUP LLC$9.9K1
425ELEVATION WEALTH PARTNERS, LLC$9.7K1
426Truvestments Capital LLC$9.5K1
427Costello Asset Management, INC$9.5K1
428Grove Bank & Trust$9.4K1
429MCGUIRE CAPITAL ADVISORS INC$8.8K1
430Rakuten Securities, Inc.$8.7K1
431Activest Wealth Management$8.0K1
432Vanguard National Trust Co$7.7K1
433Addison Advisors LLC$7.6K1
434Richard W. Paul & Associates, LLC$7.4K1
435MidFirst Bank$6.7K1
436CALDWELL SUTTER CAPITAL, INC.$6.6K1
437ASSETMARK, INC$6.5K1
438Spire Wealth Management$6.2K1
439MATHER GROUP, LLC.$5.8K1
440CVA Family Office, LLC$5.7K1
441Treasurer of the State of North Carolina$5.2K1
442Anfield Capital Management, LLC$5.2K1
443Hurley Capital, LLC$5.2K1
444Dogwood Wealth Management LLC$4.7K1
445Missouri Trust & Investment Co$4.3K1
446ISLAY CAPITAL MANAGEMENT, LLC$3.8K1
447PFS Partners, LLC$3.7K1
448Destiny Wealth Partners, LLC$3.6K1
449Wealth Enhancement Trust Services, Inc.$3.6K1
450GHP Investment Advisors, Inc.$3.5K1
451SOUTHERN MICHIGAN BANK & TRUST$3.3K1
452Clearstead Trust, LLC$3.1K1
453Sachetta, LLC$3.1K1
454JPL Wealth Management, LLC$3.0K1
455N.E.W. Advisory Services LLC$2.8K1
456Retirement Wealth Solutions LLC$2.7K1
457UMB Bank, n.a.$2.4K1
458Cromwell Holdings LLC$2.3K1
459GSA CAPITAL PARTNERS LLP$1.8K1
460Marquette Asset Management, LLC$1.6K1
461Physician Wealth Advisors, Inc.$1.6K1
462Intentional Wealth Strategies, LLC$1.6K1
463HOEY INVESTMENTS, INC$1.5K1
464Signature Equity Partners, LLC$1.5K1
465CANADA LIFE ASSURANCE Co$1.5K1
466DekaBank Deutsche Girozentrale$1.5K1
467Annis Gardner Whiting Capital Advisors, LLC$1.4K1
468JFS WEALTH ADVISORS, LLC$1.3K1
469Rachor Investment Advisory Services, LLC$1.3K1
470Sunrise Financial Services, LLC$1.3K1
471SouthState Bank Corp$1.2K1
472PayPay Securities Corp$1.2K1
473Medallion Wealth Advisors, LLC$1.2K1
474My Portfolio Guide, LLC$1.1K1
475Smallwood Wealth Investment Management, LLC$1.0K1
476Tradewinds Capital Management, LLC$9471
477Private Wealth Management Group, LLC$9471
478Kingdom Financial Group LLC.$9461
479Abound Wealth Management$9091
480TFC Financial Management, Inc.$7571
481Bell Investment Advisors, Inc$7571
482THRIVENT FINANCIAL FOR LUTHERANS$6701
483MV CAPITAL MANAGEMENT, INC.$5681
484Vestcor Inc$4981
485DiNuzzo Private Wealth, Inc.$4741
486Kilter Group LLC$4741
487Quaker Wealth Management, LLC$3791
488American Capital Advisory, LLC$3791
489Evelyn Partners Investment Management LLP$3781
490Ravenstone Capital Management Inc.$3781
491KBC Group NV$3731
492Prestige Wealth Management Group LLC$2841
493Harvest Fund Management Co., Ltd$2141
494DHJJ Financial Advisors, Ltd.$1901
495Vermillion Wealth Management, Inc.$1891
496Key FInancial Inc$1891
497Caitlin John, LLC$1891
498CENTAURUS FINANCIAL, INC.$1471
499Employees Retirement System of Texas$1391
500TOTH FINANCIAL ADVISORY CORP$951
Truncated by Public Filings. The published aggregate ranks the top 500 holders per issuer — a build parameter of the Public Filings aggregation, not a census. Rows beyond it exist in individual filings on EDGAR. methodology §13F ↗
§ derived by Public Filings from the published aggregate (agg_issuer_top_holders); per-filer filed dates, share counts and document links are not in the published aggregate — the EDGAR link opens the filer's 13F list
n/c Newest filing in this build: 2026-07-31. Per-row filing dates are on each receipt.

Crowding — not available in this build. No holder rows for the selected period, so no percentile can be ranked.

Do the two regimes agree?

TRAILING 12M · CONGRESS vs FILERS NET
Congress net (rows)no rows
Congress net ($ bound)$0
Filers net (actions)not in build
Filers net ($ Q/Q)not in build

The filer side needs per-issuer quarter-over-quarter actions, which the published aggregate does not carry for this issuer. Convergence and divergence are stated only when both sides are computed.

Signals on ROKU

RETAINED WINDOW · ACTIVE HITS

Zero hits on ROKU in the retained window — a computed answer over every rule, not missing coverage.

Every rule, with its definition →

Planned modules for ROKU · financials and macro

Financials — as filed PLANNED

ROKU's as-reported XBRL fundamentals will appear here when the financials module passes its gates. Until then: ROKU on EDGAR ↗

Macro context PLANNED

Rates, inflation, and positioning series land here with the macro module — vintage-aware, never nowcast.

issuer name from the SEC's present-day ticker file (company_tickers.json) — a present-day mapping, not the name as of each filing