Position in ROKU
as of Jun 30, 2026
· filed Jul 20, 2026
Position Value
$271,445
+$106,144 QoQ
Shares Held
1,965
+12.5% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#103
of 222 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in ROKU Over Time
Shares Held
Position Value (USD)
Position in Entertainment
Communication Services · as of Jun 30, 2026IFP Advisors, Inc holds $30,852,190 across 28 Entertainment names. ROKU ranks #8 (0.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NFLX |
Netflix Inc
|
253,572 | $18,105,040 | |
| 2 | DIS |
Walt Disney Co
|
50,163 | $4,828,188 | |
| 3 | SIRI |
Sirius Xm Holdings Inc.
|
127,271 | $3,759,585 | |
| 4 | TKO |
TKO Group Holdings, Inc.
|
8,699 | $1,751,195 | |
| 5 | WBD |
Warner Bros. Discovery, Inc.
|
26,685 | $711,422 | |
| 6 | PSKY |
Paramount Skydance Corp
|
50,934 | $502,209 | |
| 7 | FOXA |
Fox Corp
|
7,180 | $374,508 | |
| 8 | ROKU |
Roku, Inc
This page
|
1,965 | $271,445 |
All Filings in ROKU
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $271,445 | 1,965 | Shares | Sole | 2026-07-20 | |
| 2026-03-31 | $165,301 | 1,747 | Shares | Sole | 2026-04-13 | |
| 2025-12-31 | $227,395 | 2,096 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $382,897 | 3,824 | Shares | Sole | 2026-02-06 | |
| 2025-06-30 | $159,344 | 1,813 | Shares | Sole | 2025-07-24 | |
| 2025-03-31 | $168,069 | 2,386 | Shares | Sole | 2025-05-05 | |
| 2024-12-31 | $219,823 | 2,957 | Shares | Sole | 2025-02-04 | |
| 2024-09-30 | $185,231 | 2,481 | Shares | Sole | 2025-02-04 | |
| 2024-06-30 | $142,393 | 2,376 | Shares | Sole | 2024-07-30 | |
| 2024-03-31 | $205,611 | 3,155 | Shares | Sole | 2024-07-30 | |
| 2023-12-31 | $248,581 | 2,712 | Shares | Sole | 2024-01-09 | |
| 2023-09-30 | $142,027 | 2,012 | Shares | Sole | 2023-10-12 | |
| 2023-06-30 | $129,519 | 2,025 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $103,337 | 1,570 | Shares | Sole | 2023-04-18 | |
| 2022-12-31 | $228,856 | 5,623 | Shares | Sole | 2023-02-07 | |
| 2022-09-30 | $274,273 | 4,863 | Shares | Sole | 2022-11-08 | |
| 2022-06-30 | $336,774 | 4,100 | Shares | Sole | 2022-09-06 | |
| 2022-03-31 | $513,607 | 4,100 | Shares | Sole | 2022-09-06 | |
| 2021-12-31 | $142,625 | 625 | Shares | Sole | 2022-01-12 | |
| 2021-09-30 | $113,119 | 361 | Shares | Sole | 2021-10-06 | |
| 2021-06-30 | $257,180 | 560 | Shares | Sole | 2021-07-13 | |
| 2021-03-31 | $221,523 | 680 | Shares | Sole | 2021-04-30 | |
| 2020-12-31 | $240,382 | 724 | Shares | Sole | 2021-01-25 | |
| 2020-09-30 | $175,017 | 927 | Shares | Sole | 2020-10-29 | |
| 2020-06-30 | $44,747 | 384 | Shares | Sole | 2020-08-05 | |
| 2020-03-31 | $62,198 | 711 | Shares | Sole | 2020-05-12 | |
| No filing history on record for this holder in this stock. | ||||||