7 registered advisors · 48 reported ETFs · $88.8M reported ETF value · $408.1M regulatory AUM
Range Financial Group LLC is an investment adviser that files Form ADV with the SEC in Tigard, OR, with 7 registered advisors, reporting $408.1M in regulatory assets under management. Its 13F filings report 48 ETF positions worth $88.8M.
Last updated 2026-07-09 (latest Form ADV filing)
Scale
Ratios computed from the firm's own Form ADV filing. Each caption ranks the firm against every other firm that reported the same figures.
This firm's strongest reported position on each research ranking. Institution-level evidence, not an individual advisor or client holding.
| Ranking | Fund | Reported value | Percentile | Key figures |
|---|---|---|---|---|
| Similar Fund Ranking | IVV — iShares Core S&P 500 ETF | $1.7M | Top 99.4% | Peer conviction 74.5% · Active return +3.01% |
| Addressable Market | IVV — iShares Core S&P 500 ETF | $1.7M | Top 99.6% | Addressable AUM $10.8T · Peer conviction 74.5% |
| Residual Alpha | IUSB — iShares Core Universal USD Bond ETF | $3.4M | Top 98.8% | Residual alpha +0.36% · Residual Sharpe 0.06 |
| Diversification Benefits | GMAR — FT Vest U.S. Equity Moderate Buffer ETF - March | $758.9K | Top 92.2% | Replicability (R²) 75.8% · Residual Sharpe 0.05 |
Historical comparisons from the published research release formed 2026-10-02; not forecasts or recommendations. Source: SEC Form 13F. These are institution-level reported positions; they do not establish that any individual advisor or their clients hold a fund.
Form ADV facts as filed, most recently 2026-07-09. Figures are the firm's own reported numbers.
Identity
Item 1 and registration status.
Size
Items 5.A through 5.D.
Assets
Item 5.F and custody.
Clients
Item 5.D, by reported assets.
Practice
Items 4 through 9.
Source: SEC Form ADV filed by CRD 290001. View the official SEC IAPD record
| Fund | Reported value | Share of reported ETF value | Fund research |
|---|---|---|---|
| GJAN — FT Vest U.S. Equity Moderate Buffer ETF - January | $13.4M | 15.1% | Research alternatives to GJAN · GJAN institutional holders |
| SPYM — State Street SPDR Portfolio S&P 500 ETF | $8.3M | 9.3% | Research alternatives to SPYM · SPYM institutional holders |
| PJAN — Innovator U.S. Equity Power Buffer ETF - January | $7M | 7.8% | Research alternatives to PJAN · PJAN institutional holders |
| SPDW — State Street SPDR Portfolio Developed World ex-US ETF | $4.8M | 5.4% | Research alternatives to SPDW · SPDW institutional holders |
| GOVT — iShares U.S. Treasury Bond ETF | $4.7M | 5.3% | Research alternatives to GOVT · GOVT institutional holders |
| MBB — iShares MBS ETF | $3.7M | 4.2% | Research alternatives to MBB · MBB institutional holders |
| SCHZ — Schwab US Aggregate Bond ETF | $3.7M | 4.2% | Research alternatives to SCHZ · SCHZ institutional holders |
| IBD — Inspire Corporate Bond ETF | $3.6M | 4.1% | Research alternatives to IBD · IBD institutional holders |
| IUSB — iShares Core Universal USD Bond ETF | $3.4M | 3.9% | Research alternatives to IUSB · IUSB institutional holders |
| SPMD — State Street SPDR Portfolio S&P 400 Mid Cap ETF | $3.2M | 3.6% | Research alternatives to SPMD · SPMD institutional holders |
| WWJD — Inspire International ETF | $2.7M | 3.0% | Research alternatives to WWJD · WWJD institutional holders |
| XTEN — BondBloxx Bloomberg Ten Year Target Duration US Treasury ETF | $2.5M | 2.8% | Research alternatives to XTEN · XTEN institutional holders |
| BINC — iShares Flexible Income Active ETF | $2.3M | 2.6% | Research alternatives to BINC · BINC institutional holders |
| IAGG — iShares International Aggregate Bond Fund | $1.9M | 2.2% | Research alternatives to IAGG · IAGG institutional holders |
| GOCT — FT Vest U.S. Equity Moderate Buffer ETF - October | $1.8M | 2.1% | Research alternatives to GOCT · GOCT institutional holders |
| IVV — iShares Core S&P 500 ETF | $1.7M | 1.9% | Research alternatives to IVV · IVV institutional holders |
| GFEB — FT Vest U.S. Equity Moderate Buffer ETF - February | $1.7M | 1.9% | Research alternatives to GFEB · GFEB institutional holders |
| SPSM — State Street SPDR Portfolio S&P 600 Small Cap ETF | $1.5M | 1.7% | Research alternatives to SPSM · SPSM institutional holders |
| GJUN — FT Vest U.S. Equity Moderate Buffer ETF - June | $1.4M | 1.5% | Research alternatives to GJUN · GJUN institutional holders |
| SPEM — State Street SPDR Portfolio Emerging Markets ETF | $1.2M | 1.4% | Research alternatives to SPEM · SPEM institutional holders |
| SYSB — iShares Systematic Bond ETF | $1.1M | 1.2% | Research alternatives to SYSB · SYSB institutional holders |
| USRT — iShares Core U.S. REIT ETF | $996.8K | 1.1% | Research alternatives to USRT · USRT institutional holders |
| GAPR — FT Vest U.S. Equity Moderate Buffer ETF - April | $945.5K | 1.1% | Research alternatives to GAPR · GAPR institutional holders |
| GLD — SPDR Gold Shares | $777.7K | 0.9% | Research alternatives to GLD · GLD institutional holders |
| GMAR — FT Vest U.S. Equity Moderate Buffer ETF - March | $758.9K | 0.9% | Research alternatives to GMAR · GMAR institutional holders |
| ICVT — iShares Convertible Bond ETF | $720.6K | 0.8% | Research alternatives to ICVT · ICVT institutional holders |
| QQQ — Invesco QQQ Trust, Series 1 | $713.1K | 0.8% | Research alternatives to QQQ · QQQ institutional holders |
| VTI — Vanguard Morningstar Total Stock Market ETF | $711.4K | 0.8% | Research alternatives to VTI · VTI institutional holders |
| CLCG — Crossmark Large Cap Growth ETF | $661.5K | 0.7% | Research alternatives to CLCG · CLCG institutional holders |
| BALT — Innovator Defined Wealth Shield ETF | $645.4K | 0.7% | Research alternatives to BALT · BALT institutional holders |
| PSQ — ProShares Short QQQ | $595.1K | 0.7% | Research alternatives to PSQ · PSQ institutional holders |
| ICF — iShares Select U.S. REIT ETF | $481.5K | 0.5% | Research alternatives to ICF · ICF institutional holders |
| IEFA — iShares Core MSCI EAFE ETF | $446.7K | 0.5% | Research alternatives to IEFA · IEFA institutional holders |
| IJH — iShares Core S&P Mid-Cap ETF | $429.2K | 0.5% | Research alternatives to IJH · IJH institutional holders |
| IWF — iShares Russell 1000 Growth Fund | $401.8K | 0.5% | Research alternatives to IWF · IWF institutional holders |
| IWB — iShares Russell 1000 ETF | $398.9K | 0.4% | Research alternatives to IWB · IWB institutional holders |
| SHY — iShares 1-3 Year Treasury Bond ETF | $393.3K | 0.4% | Research alternatives to SHY · SHY institutional holders |
| SPTM — State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF | $323.9K | 0.4% | Research alternatives to SPTM · SPTM institutional holders |
| ZALT — Innovator U.S. Equity 10 Buffer ETF - Quarterly | $320.4K | 0.4% | Research alternatives to ZALT · ZALT institutional holders |
| JULU — AllianzIM U.S. Equity Buffer15 Uncapped Jul ETF | $307.9K | 0.3% | Research alternatives to JULU · JULU institutional holders |
| GMAY — FT Vest U.S. Equity Moderate Buffer ETF - May | $305.1K | 0.3% | Research alternatives to GMAY · GMAY institutional holders |
| VEA — Vanguard FTSE Developed Markets ETF | $291.6K | 0.3% | Research alternatives to VEA · VEA institutional holders |
| GLDM — SPDR Gold MiniShares Trust | $288.1K | 0.3% | Research alternatives to GLDM · GLDM institutional holders |
| ITOT — iShares Core S&P Total U.S. Stock Market ETF | $263K | 0.3% | Research alternatives to ITOT · ITOT institutional holders |
| AIQ — Global X Artificial Intelligence & Technology ETF | $236.6K | 0.3% | Research alternatives to AIQ · AIQ institutional holders |
| VT — Vanguard Total World Stock Index ETF | $228.8K | 0.3% | Research alternatives to VT · VT institutional holders |
| FNDF — Schwab Fundamental International Equity ETF | $223.8K | 0.3% | Research alternatives to FNDF · FNDF institutional holders |
| PTL — Inspire 500 ETF | $208.6K | 0.2% | Research alternatives to PTL · PTL institutional holders |
| Address | City | State | Advisors |
|---|---|---|---|
| 7307 SW Beveland St | Tigard | OR | 7 |
| Scottsdale, AZ | Scottsdale | AZ | 1 |
Source: SEC Form 13F. These are institution-level reported positions; they do not establish that any individual advisor or their clients hold a fund.
Report period: 2026-06-30