12 registered advisors · 20 reported ETFs · $47.6M reported ETF value · $5B regulatory AUM
Riverbridge is an investment adviser that files Form ADV with the SEC in Minneapolis, MN, with 12 registered advisors, reporting $5B in regulatory assets under management. Its 13F filings report 20 ETF positions worth $47.6M.
Last updated 2026-03-13 (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 | $6.4M | Top 99.4% | Peer conviction 74.5% · Active return +3.01% |
| Addressable Market | IVV — iShares Core S&P 500 ETF | $6.4M | Top 99.6% | Addressable AUM $10.8T · Peer conviction 74.5% |
| Residual Alpha | EFA — iShares MSCI EAFE ETF | $1.2M | Top 95.3% | Residual alpha 0.00% · Residual Sharpe 0.00 |
| Diversification Benefits | EMXC — iShares MSCI Emerging Markets ex China ETF | $11.5M | Top 90.3% | Replicability (R²) 82.0% · Residual Sharpe 0.06 |
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 2026-03-13. 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 108074. View the official SEC IAPD record
| Fund | Reported value | Share of reported ETF value | Fund research |
|---|---|---|---|
| EMXC — iShares MSCI Emerging Markets ex China ETF | $11.5M | 24.1% | Research alternatives to EMXC · EMXC institutional holders |
| MSBT — Common | $8.9M | 18.7% | Research alternatives to MSBT · MSBT institutional holders |
| IVV — iShares Core S&P 500 ETF | $6.4M | 13.4% | Research alternatives to IVV · IVV institutional holders |
| VXF — Vanguard Extended Market ETF | $5.5M | 11.6% | Research alternatives to VXF · VXF institutional holders |
| IWO — iShares Russell 2000 Growth Fund | $3.4M | 7.2% | Research alternatives to IWO · IWO institutional holders |
| SPSM — State Street SPDR Portfolio S&P 600 Small Cap ETF | $2.1M | 4.3% | Research alternatives to SPSM · SPSM institutional holders |
| SPY — SPDR S&P 500 ETF TRUST | $1.3M | 2.7% | Research alternatives to SPY · SPY institutional holders |
| RSP — Invesco S&P 500 Equal Weight ETF | $1.2M | 2.5% | Research alternatives to RSP · RSP institutional holders |
| EFA — iShares MSCI EAFE ETF | $1.2M | 2.5% | Research alternatives to EFA · EFA institutional holders |
| VWO — Vanguard FTSE Emerging Markets ETF | $1.1M | 2.3% | Research alternatives to VWO · VWO institutional holders |
| IWB — iShares Russell 1000 ETF | $820.6K | 1.7% | Research alternatives to IWB · IWB institutional holders |
| IWM — iShares Russell 2000 Index Fund | $797.7K | 1.7% | Research alternatives to IWM · IWM institutional holders |
| VNQ — Vanguard Real Estate ETF | $558.4K | 1.2% | Research alternatives to VNQ · VNQ institutional holders |
| DFIC — Dimensional International Core Equity 2 ETF | $556.8K | 1.2% | Research alternatives to DFIC · DFIC institutional holders |
| IWF — iShares Russell 1000 Growth Fund | $555.7K | 1.2% | Research alternatives to IWF · IWF institutional holders |
| VUG — Vanguard Morningstar Growth ETF | $546.9K | 1.1% | Research alternatives to VUG · VUG institutional holders |
| IUSG — iShares Core S&P U.S. Growth ETF | $420.7K | 0.9% | Research alternatives to IUSG · IUSG institutional holders |
| VTI — Vanguard Morningstar Total Stock Market ETF | $310.5K | 0.7% | Research alternatives to VTI · VTI institutional holders |
| VTV — Vanguard Morningstar Value ETF | $265.7K | 0.6% | Research alternatives to VTV · VTV institutional holders |
| VBK — Vanguard Morningstar Small-Cap Growth ETF | $204.7K | 0.4% | Research alternatives to VBK · VBK institutional holders |
| Address | City | State | Advisors |
|---|---|---|---|
| 80 South Eighth Street | Minneapolis | MN | 12 |
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