UNITED CAPITAL FINANCIAL ADVISORS, LLC

Position in ROKU — Roku, Inc

CIK 1463217 IRVING, TX

Position in ROKU

as of Jun 30, 2026 · filed Aug 17, 2026 Compact

Position Value

$509,874

+$84,368 QoQ

Shares Held

3,691

-17.9% QoQ

Ownership

0.002%

of shares outstanding

% of Portfolio

0.01%

of 13F equity value

Holder Rank

#431

of 775 holders

Holding Since

Mar 2020

14 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Communication Services · as of Jun 30, 2026

UNITED CAPITAL FINANCIAL ADVISORS, LLC holds $92,646,269 across 12 Entertainment names. ROKU ranks #7 (0.6% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	DIS	Walt Disney Co	620,540	$59,726,975
2	NFLX	Netflix Inc	359,212	$25,647,736
3	WBD	Warner Bros. Discovery, Inc.	91,027	$2,426,779
4	LYV	Live Nation Entertainment, Inc.	6,409	$1,173,551
5	NWSA	News Corp	33,008	$819,588
6	SIRI	Sirius Xm Holdings Inc.	19,623	$579,663
7	ROKU	Roku, Inc This page	3,691	$509,874
8	TKO	TKO Group Holdings, Inc.	2,336	$470,260

14 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$509,874	3,691	-17.9%	Shares	Defined	2026-08-17
2026-03-31	$425,506	4,497	+68.7%	Shares	Defined	2026-05-15
2025-12-31	$289,125	2,665	+5.5%	Shares	Defined	2026-02-17
2025-09-30	$253,028	2,527	-14.3%	Shares	Defined	2025-11-14
2025-06-30	$259,011	2,947	+27.0%	Shares	Defined	2025-08-11
2023-12-31	$212,742	2,321	+60.1%	Shares	Defined	2024-02-14
2021-12-31	$330,890	1,450	-5.7%	Shares	Defined	2022-02-14
2021-09-30	$481,932	1,538	-51.8%	Shares	Defined	2021-11-15
2021-06-30	$1,466,385	3,193	+208.5%	Shares	Defined	2021-08-13
2021-03-31	$337,171	1,035	-14.8%	Shares	Defined	2021-05-14
2020-12-31	$403,404	1,215	-27.1%	Shares	Defined	2021-02-17
2020-09-30	$314,540	1,666	-74.8%	Shares	Defined	2020-11-13
2020-06-30	$769,214	6,601	-18.6%	Shares	Defined	2020-08-13
2020-03-31	$709,550	8,111	—	Shares	Defined	2020-08-11
No filing history on record for this holder in this stock.