30,379 funds screened by look-through to their filed holdings
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Compliant-only counts, built from a bulk Finnhub company-profile fetch (refreshed roughly monthly), intersected with the compliance snapshot — not a live lookup per symbol.
Compliant-only counts by sector & country.
How these counts are built
Built from a bulk Finnhub company-profile fetch (refreshed roughly monthly), intersected with the compliance snapshot — not a live lookup per symbol.
- Funds screened
- 30,379
- Reached a verdict
- 18,540
- Compliant
- 276
- Could not be decided
- 11,839
Screened by look-through to each fund’s filed holdings. “Could not be decided” is not a failure — it means too little of the portfolio could be covered to state a verdict, and those funds are listed below as undecided rather than left out.
| Ticker | Fund | Verdict | Holdings | Covered |
|---|---|---|---|---|
| LLPFX | Longleaf Partners Fund· Longleaf Partners Funds Trust | Non-compliant | 19 | 63% |
| LLSCX | Longleaf Partners Small Cap Fund· Longleaf Partners Funds Trust | Non-compliant | 18 | 64% |
| LLYX | Defiance Daily Target 2x Long Lly ETF· Tidal Trust II | Non-compliant | 9 | 26% |
| LMARX | ClearBridge Small Cap Fund· Legg Mason Global Asset Management Trust | Non-compliant | 99 | 82% |
| LMASX | ClearBridge Small Cap Fund· Legg Mason Global Asset Management Trust | Non-compliant | 99 | 82% |
| LMBAX | Franklin U.S. Small Cap Equity Fund· Legg Mason Global Asset Management Trust | Non-compliant | 272 | 83% |
| LMBCX | Franklin U.S. Small Cap Equity Fund· Legg Mason Global Asset Management Trust | Non-compliant | 272 | 83% |
| LMBMX | Franklin U.S. Small Cap Equity Fund· Legg Mason Global Asset Management Trust | Non-compliant | 272 | 83% |
| LMBO | Direxion Daily Crypto Industry Bull 2X Shares· Direxion Shares ETF Trust | Non-compliant | 37 | 57% |
| LMBRX | Franklin U.S. Small Cap Equity Fund· Legg Mason Global Asset Management Trust | Non-compliant | 272 | 83% |
| LMBS | First Trust Low Duration Opportunities ETF· First Trust Exchange-Traded Fund IV | Non-compliant | 1,246 | 89% |
| LMBSX | Western Asset Mortgage Total Return Fund· Legg Mason Partners Income Trust | Non-compliant | 418 | 73% |
| LMCCX | LORD ABBETT MID CAP STOCK FUND INC | Non-compliant | 61 | 91% |
| LMCFX | LORD ABBETT MID CAP STOCK FUND INC | Non-compliant | 61 | 91% |
| LMCHX | LORD ABBETT MID CAP STOCK FUND INC | Non-compliant | 61 | 91% |
| LMCJX | Miller Income Fund· Advisor Managed Portfolios | Non-compliant | 39 | 76% |
| LMCKX | Miller Income Fund· Advisor Managed Portfolios | Non-compliant | 39 | 76% |
| LMCLX | Miller Income Fund· Advisor Managed Portfolios | Non-compliant | 39 | 76% |
| LMCMX | Miller Income Fund· Advisor Managed Portfolios | Non-compliant | 39 | 76% |
| LMCPX | LORD ABBETT MID CAP STOCK FUND INC | Non-compliant | 61 | 91% |
| LMCQX | LORD ABBETT MID CAP STOCK FUND INC | Non-compliant | 61 | 91% |
| LMCRX | LORD ABBETT MID CAP STOCK FUND INC | Non-compliant | 61 | 91% |
| LMCSX | LORD ABBETT MID CAP STOCK FUND INC | Non-compliant | 61 | 91% |
| LMCTX | LORD ABBETT MID CAP STOCK FUND INC | Non-compliant | 61 | 91% |
| LMCYX | LORD ABBETT MID CAP STOCK FUND INC | Non-compliant | 61 | 91% |
| LMEAX | Franklin International Equity Fund· Legg Mason Global Asset Management Trust | Non-compliant | 169 | 91% |
| LMECX | Western Asset SMASh Series Core Plus Completion Fund· Legg Mason Partners Institutional Trust | Non-compliant | 355 | 43% |
| LMESX | ClearBridge Appreciation Fund· Legg Mason Partners Investment Trust | Non-compliant | 64 | 96% |
| LMGAX | Lord Abbett Growth Opportunities Fund· LORD ABBETT RESEARCH FUND INC | Non-compliant | 81 | 85% |
| LMGCX | Lord Abbett Growth Opportunities Fund· LORD ABBETT RESEARCH FUND INC | Non-compliant | 81 | 85% |
| LMGEX | Franklin International Equity Fund· Legg Mason Global Asset Management Trust | Non-compliant | 169 | 91% |
| LMGFX | ClearBridge International Growth Fund· Legg Mason Global Asset Management Trust | Non-compliant | 67 | 87% |
| LMGNX | ClearBridge International Growth Fund· Legg Mason Global Asset Management Trust | Non-compliant | 67 | 87% |
| LMGPX | ClearBridge International Growth Fund· Legg Mason Global Asset Management Trust | Non-compliant | 67 | 87% |
| LMGRX | ClearBridge International Growth Fund· Legg Mason Global Asset Management Trust | Non-compliant | 67 | 87% |
| LMGTX | ClearBridge International Growth Fund· Legg Mason Global Asset Management Trust | Non-compliant | 67 | 87% |
| LMGYX | Lord Abbett Growth Opportunities Fund· LORD ABBETT RESEARCH FUND INC | Non-compliant | 81 | 85% |
| LMIIX | Western Asset Intermediate Maturity New York Municipals Fund· Legg Mason Partners Income Trust | Non-compliant | 96 | 6% |
| LMIRX | Franklin International Equity Fund· Legg Mason Global Asset Management Trust | Non-compliant | 169 | 91% |
| LMISX | Franklin U.S. Large Cap Equity Fund· Legg Mason Partners Investment Trust | Non-compliant | 120 | 93% |
| LMIYX | Lord Abbett Micro-Cap Growth Fund· LORD ABBETT SECURITIES TRUST | Non-compliant | 86 | 67% |
| LMLCX | Western Asset SMASh Series C Fund· Legg Mason Partners Institutional Trust | Non-compliant | 222 | 66% |
| LMLSX | ClearBridge Large Cap Value Fund· Legg Mason Partners Investment Trust | Non-compliant | 57 | 95% |
| LMMRX | ClearBridge Dividend Strategy Fund· Legg Mason Partners Investment Trust | Non-compliant | 53 | 95% |
| LMNOX | Patient Opportunity Trust· Advisor Managed Portfolios | Non-compliant | 38 | 91% |
| LMNSX | ClearBridge Small Cap Fund· Legg Mason Global Asset Management Trust | Non-compliant | 99 | 82% |
| LMNVX | ClearBridge Value Fund· Legg Mason Global Asset Management Trust | Non-compliant | 67 | 97% |
| LMOFX | Patient Opportunity Trust· Advisor Managed Portfolios | Non-compliant | 38 | 91% |
| LMOIX | ClearBridge Small Cap Growth Fund· Legg Mason Partners Investment Trust | Non-compliant | 100 | 83% |
| LMOPX | Patient Opportunity Trust· Advisor Managed Portfolios | Non-compliant | 38 | 91% |
| LMORX | Patient Opportunity Trust· Advisor Managed Portfolios | Non-compliant | 38 | 91% |
| LMPEX | Franklin Global Equity Fund· Legg Mason Partners Investment Trust | Non-compliant | 137 | 96% |
| LMPFX | ClearBridge Growth Fund· Legg Mason Partners Investment Trust | Non-compliant | 54 | 99% |
| LMPIX | ClearBridge Appreciation Fund· Legg Mason Partners Investment Trust | Non-compliant | 64 | 96% |
| LMPLX | ClearBridge Large Cap Growth Fund· Legg Mason Partners Investment Trust | Non-compliant | 42 | 87% |
| LMPMX | ClearBridge Small Cap Growth Fund· Legg Mason Partners Investment Trust | Non-compliant | 100 | 83% |
| LMPOX | ClearBridge Small Cap Growth Fund· Legg Mason Partners Investment Trust | Non-compliant | 100 | 83% |
| LMPPX | ClearBridge Appreciation Fund· Legg Mason Partners Investment Trust | Non-compliant | 64 | 96% |
| LMPRX | ClearBridge Growth Fund· Legg Mason Partners Investment Trust | Non-compliant | 52 | 95% |
| LMPSX | ClearBridge Small Cap Growth Fund· Legg Mason Partners Investment Trust | Non-compliant | 100 | 83% |
| LMREX | ClearBridge Mid Cap Fund· Legg Mason Partners Investment Trust | Non-compliant | 68 | 91% |
| LMRIX | 1919 Financial Services Fund· Advisor Managed Portfolios | Non-compliant | 42 | 88% |
| LMRNX | 1919 Socially Responsive Balanced Fund· Advisor Managed Portfolios | Non-compliant | 209 | 94% |
| LMSAX | ClearBridge Small Cap Fund· Legg Mason Global Asset Management Trust | Non-compliant | 99 | 82% |
| LMSIX | Franklin U.S. Small Cap Equity Fund· Legg Mason Global Asset Management Trust | Non-compliant | 272 | 83% |
| LMSMX | Western Asset SMASh Series M Fund· Legg Mason Partners Institutional Trust | Non-compliant | 146 | 57% |
| LMTAX | Invesco Short Duration Inflation Protected Fund· AIM Investment Securities Funds (Invesco Investment Securities Funds) | Non-compliant | 22 | 99% |
| LMTIX | Franklin U.S. Large Cap Equity Fund· Legg Mason Partners Investment Trust | Non-compliant | 120 | 93% |
| LMTL | Direxion Daily LMT Bull 2X ETF· Direxion Shares ETF Trust | Non-compliant | 9 | 11% |
| LMTYX | Invesco Short Duration Inflation Protected Fund· AIM Investment Securities Funds (Invesco Investment Securities Funds) | Non-compliant | 22 | 99% |
| LMUGX | Franklin U.S. Large Cap Equity Fund· Legg Mason Partners Investment Trust | Non-compliant | 120 | 93% |
| LMUOX | Franklin U.S. Large Cap Equity Fund· Legg Mason Partners Investment Trust | Non-compliant | 120 | 93% |
| LMUPX | Franklin U.S. Large Cap Equity Fund· Legg Mason Partners Investment Trust | Non-compliant | 120 | 93% |
| LMUSX | Franklin U.S. Large Cap Equity Fund· Legg Mason Partners Investment Trust | Non-compliant | 120 | 93% |
| LMVFX | ClearBridge Value Fund· Legg Mason Global Asset Management Trust | Non-compliant | 67 | 97% |
| LMVOX | Lord Abbett Focused Small Cap Value Fund· LORD ABBETT SECURITIES TRUST | Non-compliant | 40 | 95% |
| LMVRX | ClearBridge Value Fund· Legg Mason Global Asset Management Trust | Non-compliant | 67 | 97% |
| LMVTX | ClearBridge Value Fund· Legg Mason Global Asset Management Trust | Non-compliant | 67 | 97% |
| LMVVX | Lord Abbett Focused Small Cap Value Fund· LORD ABBETT SECURITIES TRUST | Non-compliant | 40 | 95% |
| LMVWX | Lord Abbett Focused Small Cap Value Fund· LORD ABBETT SECURITIES TRUST | Non-compliant | 40 | 95% |
| LMVYX | Lord Abbett Focused Small Cap Value Fund· LORD ABBETT SECURITIES TRUST | Non-compliant | 40 | 95% |
| LNGX | Global X U.S. Natural Gas ETF· GLOBAL X FUNDS | Non-compliant | 32 | 91% |
| LNGZX | Columbia Greater China Fund· COLUMBIA FUNDS SERIES TRUST I | Non-compliant | 61 | 93% |
| LOAGX | Lord Abbett International Growth Fund· LORD ABBETT TRUST I | Non-compliant | 80 | 92% |
| LOCFX | Lord Abbett Convertible Fund· LORD ABBETT INVESTMENT TRUST | Non-compliant | 89 | 73% |
| LODI | AAM SLC Low Duration Income ETF· ETF Series Solutions | Non-compliant | 205 | 14% |
| LOEV | International Developed Markets Select Equity ETF· HARDING LOEVNER FUNDS INC | Non-compliant | 45 | 97% |
| LOFLX | Lord Abbett Focused Large Cap Value Fund· LORD ABBETT SECURITIES TRUST | Non-compliant | 29 | 96% |
| LOGBX | Scharf Multi-Asset Opportunity Fund· Advisors Series Trust | Non-compliant | 58 | 77% |
| LOGO | Alpha Brands(TM) Consumption Leaders ETF· Tidal Trust III | Non-compliant | 51 | 97% |
| LOGOX | Scharf Multi-Asset Opportunity Fund· Advisors Series Trust | Non-compliant | 58 | 77% |
| LOGSX | LIVE OAK HEALTH SCIENCES FUND· Oak Associates Funds | Non-compliant | 28 | 92% |
| LOGVX | Lord Abbett Income Fund· LORD ABBETT INVESTMENT TRUST | Non-compliant | 509 | 36% |
| LOGWX | LORD ABBETT DEVELOPING GROWTH FUND INC· LORD ABBETT DEVELOPING GROWTH FUND, INC. | Non-compliant | 95 | 80% |
| LOIEX | Lord Abbett International Opportunities Fund· LORD ABBETT SECURITIES TRUST | Non-compliant | 116 | 82% |
| LOLDX | Lord Abbett Short Duration Income Fund· LORD ABBETT INVESTMENT TRUST | Non-compliant | 1,144 | 34% |
| LOMAX | Edgar Lomax Value Fund· Advisors Series Trust | Non-compliant | 53 | 92% |
| LOMGX | Lord Abbett Growth Opportunities Fund· LORD ABBETT RESEARCH FUND INC | Non-compliant | 81 | 85% |
| LONAX | Longboard Fund· NORTHERN LIGHTS FUND TRUST II | Non-compliant | 901 | 86% |
| LONGX | Longboard Fund· NORTHERN LIGHTS FUND TRUST II | Non-compliant | 901 | 86% |
30,379 funds · page 102 of 304