13F

Stock

Roku, Inc

ROKU · held by 12 managers

Reported value

$21.3M

Holders

12

+1 new · −1 exited

Holders’ est. mark

$4.12M

Price effect on 10 books still in the name

Largest holder

$16.6M

BARCLAYS PLC

Holder count by quarter

Who holds it

Notable only
InvestorSharesValueEst. markChange
BARCLAYS PLC189.1K$16.6M$3.3MCut−$1.03M
INDEPENDENT FINANCIAL GROUP, LLC20.4K$1.8M$356.8KAdded$255.5K
Leonteq Securities AG13K$1.14M$224.1KAdded$20.2K
Swiss Life Asset Management Ltd6.17K$542.6K$107.7KCut−$184.2K
Essential Partners LLC5.58K$490.1KHeld
Sanctuary Advisors, LLC3.34K$293.2K$53.3KAdded$78.2K
VIRTUS ADVISERS, LLC3.21K$282.4K$56.1KAdded$56.1K
ELEVATION POINT WEALTH PARTNERS, LLC880$77.3KNew
DANSKE BANK A/S800$70.3K$14KCut−$3.35M
Aventura Private Wealth, LLC336$29.5K$5.86KAdded$5.86K
Medallion Wealth Advisors, LLC13$1.12K$203Cut−$4.74K
Prestige Wealth Management Group LLC3$264$52Added$52

Who left

Positions as of Q2 2025. 13F filings arrive up to 45 days after quarter-end and omit shorts. Values are quarter-end marks, as filed. Estimated mark is the price effect on shares still held — not realized P&L or investment advice.