30,379 funds screened by look-through to their filed holdings
Browse
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
- 18,527
- Compliant
- 273
- Could not be decided
- 11,852
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 |
|---|---|---|---|---|
| APDFX | Artisan High Income Fund· Artisan Partners Funds Inc. | Non-compliant | 284 | 15% |
| APDGX | Artisan Global Value Fund· Artisan Partners Funds Inc. | Non-compliant | 46 | 93% |
| APDHX | Artisan Global Equity Fund· Artisan Partners Funds Inc. | Non-compliant | 78 | 90% |
| APDIX | Artisan International Fund· Artisan Partners Funds Inc. | Non-compliant | 88 | 96% |
| APDJX | Artisan International Small-Mid Fund· Artisan Partners Funds Inc. | Non-compliant | 121 | 84% |
| APDKX | Artisan International Value Fund· Artisan Partners Funds Inc. | Non-compliant | 66 | 82% |
| APDLX | Artisan Value Fund· Artisan Partners Funds Inc. | Non-compliant | 48 | 95% |
| APDMX | Artisan Mid Cap Fund· Artisan Partners Funds Inc. | Non-compliant | 64 | 90% |
| APDNX | Artisan Select Equity Fund· Artisan Partners Funds Inc. | Non-compliant | 25 | 80% |
| APDOX | Artisan Emerging Markets Debt Opportunities Fund· Artisan Partners Funds Inc. | Non-compliant | 380 | 17% |
| APDQX | Artisan Mid Cap Value Fund· Artisan Partners Funds Inc. | Non-compliant | 52 | 84% |
| APDRX | Artisan Global Opportunities Fund· Artisan Partners Funds Inc. | Non-compliant | 58 | 94% |
| APDSX | Artisan Small Cap Fund· Artisan Partners Funds Inc. | Non-compliant | 59 | 88% |
| APDTX | Artisan Focus Fund· Artisan Partners Funds Inc. | Non-compliant | 56 | 90% |
| APDWX | Artisan Value Income Fund· Artisan Partners Funds Inc. | Non-compliant | 74 | 91% |
| APDYX | Artisan Developing World Fund· Artisan Partners Funds Inc. | Non-compliant | 45 | 97% |
| APECX | Columbia High Yield Bond Fund· Columbia Funds Series Trust II | Non-compliant | 490 | 21% |
| APENX | Strategic Enhanced Yield Fund· Cavanal Hill Funds | Non-compliant | 100 | 77% |
| APFDX | Artisan Global Discovery Fund· Artisan Partners Funds Inc. | Non-compliant | 71 | 85% |
| APFOX | Artisan Emerging Markets Debt Opportunities Fund· Artisan Partners Funds Inc. | Non-compliant | 380 | 17% |
| APFWX | Artisan Value Income Fund· Artisan Partners Funds Inc. | Non-compliant | 74 | 91% |
| APGAX | AB LARGE CAP GROWTH FUND INC | Non-compliant | 59 | 97% |
| APGCX | AB LARGE CAP GROWTH FUND INC | Non-compliant | 59 | 97% |
| APGRX | YORKTOWN GROWTH FUND· American Pension Investors Trust | Non-compliant | 200 | 91% |
| APGYX | AB LARGE CAP GROWTH FUND INC | Non-compliant | 59 | 97% |
| APGZX | AB LARGE CAP GROWTH FUND INC | Non-compliant | 59 | 97% |
| APHDX | Artisan Global Discovery Fund· Artisan Partners Funds Inc. | Non-compliant | 71 | 85% |
| APHEX | Artisan Sustainable Emerging Markets Fund· Artisan Partners Funds Inc. | Non-compliant | 85 | 87% |
| APHFX | Artisan High Income Fund· Artisan Partners Funds Inc. | Non-compliant | 284 | 15% |
| APHGX | Artisan Global Value Fund· Artisan Partners Funds Inc. | Non-compliant | 46 | 93% |
| APHHX | Artisan Global Equity Fund· Artisan Partners Funds Inc. | Non-compliant | 78 | 90% |
| APHIX | Artisan International Fund· Artisan Partners Funds Inc. | Non-compliant | 88 | 96% |
| APHJX | Artisan International Small-Mid Fund· Artisan Partners Funds Inc. | Non-compliant | 121 | 84% |
| APHKX | Artisan International Value Fund· Artisan Partners Funds Inc. | Non-compliant | 66 | 82% |
| APHLX | Artisan Value Fund· Artisan Partners Funds Inc. | Non-compliant | 48 | 95% |
| APHMX | Artisan Mid Cap Fund· Artisan Partners Funds Inc. | Non-compliant | 64 | 90% |
| APHNX | Artisan Select Equity Fund· Artisan Partners Funds Inc. | Non-compliant | 25 | 80% |
| APHOX | Artisan Emerging Markets Debt Opportunities Fund· Artisan Partners Funds Inc. | Non-compliant | 380 | 17% |
| APHQX | Artisan Mid Cap Value Fund· Artisan Partners Funds Inc. | Non-compliant | 52 | 84% |
| APHRX | Artisan Global Opportunities Fund· Artisan Partners Funds Inc. | Non-compliant | 58 | 94% |
| APHSX | Artisan Small Cap Fund· Artisan Partners Funds Inc. | Non-compliant | 59 | 88% |
| APHTX | Artisan Focus Fund· Artisan Partners Funds Inc. | Non-compliant | 56 | 90% |
| APHWX | Artisan Value Income Fund· Artisan Partners Funds Inc. | Non-compliant | 74 | 91% |
| APHYX | Artisan Developing World Fund· Artisan Partners Funds Inc. | Non-compliant | 45 | 97% |
| APIBX | YORKTOWN SHORT-TERM BOND FD· American Pension Investors Trust | Non-compliant | 166 | 66% |
| APIE | ActivePassive International Equity ETF· Trust for Professional Managers | Non-compliant | 550 | 75% |
| APIIX | YORKTOWN BOND FUND· American Pension Investors Trust | Non-compliant | 313 | 69% |
| APIMX | YORKTOWN SHORT-TERM BOND FD· American Pension Investors Trust | Non-compliant | 166 | 66% |
| APISX | Short Duration Inflation Protection Bond Fund· American Century Investment Trust | Non-compliant | 107 | 85% |
| APITX | YORKTOWN GROWTH FUND· American Pension Investors Trust | Non-compliant | 200 | 91% |
| APIUX | YORKTOWN BOND FUND· American Pension Investors Trust | Non-compliant | 313 | 69% |
| APLG | Allspring Premier Large Company Growth Fund· ALLSPRING FUNDS TRUST | Non-compliant | 63 | 100% |
| APLIX | Hedged Equity Income Fund· Cavanal Hill Funds | Non-compliant | 72 | 98% |
| APLU | Allspring Core Plus ETF· ALLSPRING EXCHANGE-TRADED FUNDS TRUST | Non-compliant | 555 | 59% |
| APLY | YieldMax(R) Aapl Option Income Strategy ETF· Tidal Trust II | Non-compliant | 12 | 87% |
| APOAX | Short Duration Inflation Protection Bond Fund· American Century Investment Trust | Non-compliant | 107 | 85% |
| APOCX | Short Duration Inflation Protection Bond Fund· American Century Investment Trust | Non-compliant | 107 | 85% |
| APODX | Short Duration Inflation Protection Bond Fund· American Century Investment Trust | Non-compliant | 107 | 85% |
| APOGX | Short Duration Inflation Protection Bond Fund· American Century Investment Trust | Non-compliant | 107 | 85% |
| APOHX | Short Duration Inflation Protection Bond Fund· American Century Investment Trust | Non-compliant | 107 | 84% |
| APOIX | Short Duration Inflation Protection Bond Fund· American Century Investment Trust | Non-compliant | 107 | 85% |
| APORX | Short Duration Inflation Protection Bond Fund· American Century Investment Trust | Non-compliant | 107 | 85% |
| APOYX | Short Duration Inflation Protection Bond Fund· American Century Investment Trust | Non-compliant | 107 | 85% |
| APRZ | TrueShares Structured Outcome (April) ETF· Elevation Series Trust | Non-compliant | 12 | 86% |
| APSDX | NYLIM Fiera SMID Growth Fund· NYLIM FUNDS TRUST | Non-compliant | 79 | 83% |
| APSGX | NYLIM Fiera SMID Growth Fund· NYLIM FUNDS TRUST | Non-compliant | 79 | 83% |
| APSLX | NYLIM Fiera SMID Growth Fund· NYLIM FUNDS TRUST | Non-compliant | 79 | 82% |
| APSPX | Allspring Managed Account CoreBuilder Shares - Series SP· ALLSPRING FUNDS TRUST | Non-compliant | 184 | 27% |
| APSRX | NYLIM Fiera SMID Growth Fund· NYLIM FUNDS TRUST | Non-compliant | 79 | 83% |
| APSTX | Limited Duration Fund· Cavanal Hill Funds | Non-compliant | 128 | 57% |
| APUE | ActivePassive U.S. Equity ETF· Trust for Professional Managers | Non-compliant | 451 | 89% |
| APWEX | World Energy Fund· Cavanal Hill Funds | Non-compliant | 56 | 89% |
| APWIX | AB Sustainable Thematic Balanced Portfolio· AB PORTFOLIOS | Non-compliant | 78 | 97% |
| APXHX | Aristotle Pacific EXclusive Series (H)· Aristotle Fund Series Trust | Non-compliant | 60 | 8% |
| APXIX | Aristotle Pacific EXclusive Series (I)· Aristotle Fund Series Trust | Non-compliant | 46 | 9% |
| AQEAX | Columbia Disciplined Core Fund· Columbia Funds Series Trust II | Non-compliant | 80 | 98% |
| AQEC | AQE Core ETF· ETF Opportunities Trust | Non-compliant | 65 | 97% |
| AQEIX | LKCM Aquinas Catholic Equity Fund· LKCM Funds | Non-compliant | 44 | 90% |
| AQLGX | ALTA QUALITY GROWTH FUND· Capitol Series Trust | Non-compliant | 31 | 97% |
| AQLT | iShares MSCI Global Quality Factor ETF· iShares Trust | Non-compliant | 529 | 95% |
| AQWA | Global X Clean Water ETF· GLOBAL X FUNDS | Non-compliant | 40 | 88% |
| ARABX | Aristotle Small Cap Equity Fund· Aristotle Fund Series Trust | Non-compliant | 99 | 71% |
| ARAFX | Aristotle International Equity Fund· Aristotle Fund Series Trust | Non-compliant | 41 | 85% |
| ARAGX | Aristotle Growth Equity Fund· Aristotle Fund Series Trust | Non-compliant | 46 | 97% |
| ARAHX | Aristotle Small/Mid Cap Equity Fund· Aristotle Fund Series Trust | Non-compliant | 105 | 74% |
| ARAIX | Ariel Fund· Ariel Investment Trust | Non-compliant | 36 | 85% |
| ARALX | Aristotle Core Equity Fund· Aristotle Fund Series Trust | Non-compliant | 56 | 96% |
| ARAOX | Aristotle Saul/Global Equity Fund· Aristotle Fund Series Trust | Non-compliant | 49 | 88% |
| ARAQX | Aristotle Value Equity Fund· Aristotle Fund Series Trust | Non-compliant | 47 | 87% |
| ARBCX | THE ARBITRAGE FUND· ARBITRAGE FUNDS | Non-compliant | 98 | 85% |
| ARBFX | THE ARBITRAGE FUND· ARBITRAGE FUNDS | Non-compliant | 98 | 85% |
| ARBNX | THE ARBITRAGE FUND· ARBITRAGE FUNDS | Non-compliant | 98 | 85% |
| ARCHX | Archer Balanced Fund· ARCHER INVESTMENT SERIES TRUST | Non-compliant | 96 | 84% |
| ARCM | Arrow Reserve Capital Management ETF· Arrow Investments Trust | Non-compliant | 101 | 90% |
| ARDBX | Artisan International Explorer Fund· Artisan Partners Funds Inc. | Non-compliant | 46 | 70% |
| ARDC | Ares Dynamic Credit Allocation Fund, Inc. | Non-compliant | 329 | 12% |
| ARDEX | AMG River Road Dividend All Cap Value Fund· AMG Funds IV | Non-compliant | 64 | 92% |
| ARDGX | Archer Dividend Growth Fund· ARCHER INVESTMENT SERIES TRUST | Non-compliant | 49 | 92% |
| AREA | Harbor AlphaEdge Next Generation REITs ETF· Harbor ETF Trust | Non-compliant | 43 | 88% |
| AREDX | Real Estate Fund· American Century Capital Portfolios, Inc. | Non-compliant | 37 | 85% |
30,379 funds · page 12 of 304