30,382 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
- 30,382
- Reached a verdict
- 18,528
- Compliant
- 281
- Could not be decided
- 11,854
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 |
|---|---|---|---|---|
| OFSCX | Olstein Strategic Opportunities Fund· Managed Portfolio Series | Non-compliant | 39 | 61% |
| OFSFX | Olstein Strategic Opportunities Fund· Managed Portfolio Series | Non-compliant | 39 | 61% |
| OFVIX | O'Shaughnessy Market Leaders Value Fund· Advisors Series Trust | Non-compliant | 69 | 95% |
| OGEAX | JPMorgan Equity Index Fund· JPMorgan Trust II | Non-compliant | 508 | 98% |
| OGFAX | JPMorgan Equity Index Fund· JPMorgan Trust II | Non-compliant | 508 | 98% |
| OGGAX | JPMorgan Government Bond Fund· JPMorgan Trust II | Non-compliant | 328 | 94% |
| OGGFX | JPMorgan Small Cap Growth Fund· JPMorgan Trust II | Non-compliant | 145 | 73% |
| OGGPX | JPMorgan Government Bond Fund· JPMorgan Trust II | Non-compliant | 321 | 95% |
| OGGQX | JPMorgan Government Bond Fund· JPMorgan Trust II | Non-compliant | 321 | 95% |
| OGGYX | JPMorgan Government Bond Fund· JPMorgan Trust II | Non-compliant | 321 | 95% |
| OGHCX | JPMorgan High Yield Fund· JPMorgan Trust II | Non-compliant | 813 | 32% |
| OGIG | ALPS | OShares Global Internet Giants ETF· ALPS ETF TRUST | Non-compliant | 56 | 97% |
| OGLVX | JPMorgan Short Duration Bond Fund· JPMorgan Trust II | Non-compliant | 1,722 | 53% |
| OGVCX | JPMorgan Government Bond Fund· JPMorgan Trust II | Non-compliant | 321 | 95% |
| OHFIX | Oakhurst Fixed Income Fund· RBB Fund, Inc. | Non-compliant | 136 | 72% |
| OHYAX | JPMorgan High Yield Fund· JPMorgan Trust II | Non-compliant | 814 | 32% |
| OHYFX | JPMorgan High Yield Fund· JPMorgan Trust II | Non-compliant | 813 | 32% |
| OIEFX | JPMorgan Equity Income Fund· JPMorgan Trust II | Non-compliant | 83 | 98% |
| OIEIX | JPMorgan Equity Income Fund· JPMorgan Trust II | Non-compliant | 83 | 98% |
| OIEJX | JPMorgan Equity Income Fund· JPMorgan Trust II | Non-compliant | 83 | 98% |
| OIEPX | JPMorgan Equity Income Fund· JPMorgan Trust II | Non-compliant | 83 | 98% |
| OIEQX | JPMorgan Equity Income Fund· JPMorgan Trust II | Non-compliant | 83 | 98% |
| OIERX | JPMorgan Equity Income Fund· JPMorgan Trust II | Non-compliant | 83 | 98% |
| OIFIX | Optimum Fixed Income Fund· Optimum Fund Trust | Non-compliant | 1,488 | 60% |
| OIH | VanEck Oil Services ETF· VanEck ETF Trust | Non-compliant | 26 | 74% |
| OIIEX | Optimum International Fund· Optimum Fund Trust | Non-compliant | 636 | 89% |
| OILGX | Optimum Large Cap Growth Fund· Optimum Fund Trust | Non-compliant | 146 | 99% |
| OILVX | Optimum Large Cap Value Fund· Optimum Fund Trust | Non-compliant | 125 | 93% |
| OINCX | JPMorgan Equity Income Fund· JPMorgan Trust II | Non-compliant | 83 | 98% |
| OISGX | Optimum Small-Mid Cap Growth Fund· Optimum Fund Trust | Non-compliant | 190 | 84% |
| OISVX | Optimum Small-Mid Cap Value Fund· Optimum Fund Trust | Non-compliant | 267 | 82% |
| OKLS | Defiance Daily Target 2x Short Oklo ETF· Tidal Trust II | Non-compliant | 7 | 22% |
| OLGAX | JPMorgan Large Cap Growth Fund· JPMorgan Trust II | Non-compliant | 82 | 98% |
| OLGCX | JPMorgan Large Cap Growth Fund· JPMorgan Trust II | Non-compliant | 82 | 98% |
| OLVAX | JPMorgan Large Cap Value Fund· JPMorgan Trust II | Non-compliant | 104 | 97% |
| OLVCX | JPMorgan Large Cap Value Fund· JPMorgan Trust II | Non-compliant | 104 | 97% |
| OLVRX | JPMorgan Large Cap Value Fund· JPMorgan Trust II | Non-compliant | 104 | 97% |
| OLVTX | JPMorgan Large Cap Value Fund· JPMorgan Trust II | Non-compliant | 104 | 97% |
| OMCIX | Oberweis Micro-Cap Fund· OBERWEIS FUNDS | Non-compliant | 73 | 87% |
| OMFL | Invesco Russell 1000 Dynamic Multifactor ETF· Invesco Exchange-Traded Self-Indexed Fund Trust | Non-compliant | 481 | 96% |
| OMFS | Invesco Russell 2000 Dynamic Multifactor ETF· Invesco Exchange-Traded Self-Indexed Fund Trust | Non-compliant | 1,107 | 66% |
| OMGCX | JPMorgan Mid Cap Growth Fund· JPMorgan Trust II | Non-compliant | 119 | 93% |
| OND | ProShares On Demand ETF· ProShares Trust | Non-compliant | 34 | 83% |
| ONEO | State Street(R) SPDR(R) Russell 1000 Momentum Focus ETF· SPDR SERIES TRUST | Non-compliant | 938 | 93% |
| ONEQ | Fidelity Nasdaq Composite Index ETF· Fidelity Commonwealth Trust | Non-compliant | 1,025 | 93% |
| ONEV | State Street(R) SPDR(R) Russell 1000 Low Volatility Focus ETF· SPDR SERIES TRUST | Non-compliant | 452 | 90% |
| ONEY | State Street(R) SPDR(R) Russell 1000 Yield Focus ETF· SPDR SERIES TRUST | Non-compliant | 302 | 90% |
| ONIAX | JPMorgan Core Plus Bond Fund· JPMorgan Trust II | Non-compliant | 2,860 | 54% |
| ONLN | ProShares Online Retail ETF· ProShares Trust | Non-compliant | 25 | 89% |
| ONOF | Global X Adaptive U.S. Risk Management ETF· GLOBAL X FUNDS | Non-compliant | 505 | 97% |
| OPP | RiverNorth/DoubleLine Strategic Opportunity Fund Inc.· RIVERNORTH/DOUBLELINE STRATEGIC OPPORTUNITY FUND INC. | Non-compliant | 11,259 | 33% |
| OPP-PA | RiverNorth/DoubleLine Strategic Opportunity Fund Inc.· RIVERNORTH/DOUBLELINE STRATEGIC OPPORTUNITY FUND INC. | Non-compliant | 11,259 | 33% |
| OPP-PB | RiverNorth/DoubleLine Strategic Opportunity Fund Inc.· RIVERNORTH/DOUBLELINE STRATEGIC OPPORTUNITY FUND INC. | Non-compliant | 11,259 | 33% |
| OPPE | WisdomTree European Opportunities Fund· WisdomTree Trust | Non-compliant | 131 | 89% |
| OPPG | WisdomTree GeoAlpha Opportunities Fund· WisdomTree Trust | Non-compliant | 66 | 95% |
| OPPJ | WisdomTree Japan Opportunities Fund· WisdomTree Trust | Non-compliant | 91 | 96% |
| OPTZ | Optimize Strategy Index ETF· Advisor Managed Portfolios | Non-compliant | 339 | 73% |
| ORBX | Global X Space Tech ETF· GLOBAL X FUNDS | Non-compliant | 38 | 61% |
| ORDNX | NORTH SQUARE PREFERRED AND INCOME SECURITIES FUND· Exchange Place Advisors Trust | Non-compliant | 59 | 82% |
| ORSAX | NORTH SQUARE DYNAMIC SMALL CAP FUND· Exchange Place Advisors Trust | Non-compliant | 300 | 84% |
| ORSIX | NORTH SQUARE DYNAMIC SMALL CAP FUND· Exchange Place Advisors Trust | Non-compliant | 299 | 85% |
| OSCBX | Overseas SMA Completion Portfolio· COLUMBIA FUNDS SERIES TRUST I | Non-compliant | 44 | 82% |
| OSCV | Opus Small Cap Value ETF· ETF Series Solutions | Non-compliant | 65 | 73% |
| OSCX | Defiance Daily Target 2x Long Oscr ETF· Tidal Trust II | Non-compliant | 8 | 20% |
| OSEA | Harbor International Compounders ETF· Harbor ETF Trust | Non-compliant | 30 | 93% |
| OSGCX | JPMorgan Small Cap Growth Fund· JPMorgan Trust II | Non-compliant | 145 | 73% |
| OSGIX | JPMorgan Mid Cap Growth Fund· JPMorgan Trust II | Non-compliant | 119 | 93% |
| OSPAX | Invesco SteelPath MLP Alpha Fund· AIM Investment Funds (Invesco Investment Funds) | Non-compliant | 22 | 37% |
| OSPMX | Invesco SteelPath MLP Income Fund· AIM Investment Funds (Invesco Investment Funds) | Non-compliant | 29 | 18% |
| OSPPX | Invesco SteelPath MLP Alpha Plus Fund· AIM Investment Funds (Invesco Investment Funds) | Non-compliant | 20 | 39% |
| OSPSX | Invesco SteelPath MLP Select 40 Fund· AIM Investment Funds (Invesco Investment Funds) | Non-compliant | 48 | 33% |
| OSSL | Defiance Daily Target 2x Long Oss ETF· Tidal Trust II | Non-compliant | 6 | 62% |
| OSTCX | JPMorgan Short Duration Bond Fund· JPMorgan Trust II | Non-compliant | 1,693 | 60% |
| OSTFX | The Osterweis Fund· Professionally Managed Portfolios | Non-compliant | 39 | 95% |
| OSTGX | Osterweis Opportunity Fund· Professionally Managed Portfolios | Non-compliant | 44 | 87% |
| OSTIX | The Osterweis Strategic Income Fund· Professionally Managed Portfolios | Non-compliant | 168 | 39% |
| OSTVX | Osterweis Growth & Income Fund· Professionally Managed Portfolios | Non-compliant | 160 | 74% |
| OSVCX | JPMorgan Small Cap Value Fund· JPMorgan Trust II | Non-compliant | 496 | 76% |
| OTCAX | MFS Mid Cap Growth Fund· MFS Series Trust IV | Non-compliant | 106 | 91% |
| OTCBX | MFS Mid Cap Growth Fund· MFS Series Trust IV | Non-compliant | 111 | 89% |
| OTCCX | MFS Mid Cap Growth Fund· MFS Series Trust IV | Non-compliant | 111 | 89% |
| OTCFX | T. Rowe Price Small-Cap Stock Fund, Inc.· T. ROWE PRICE SMALL-CAP STOCK FUND, INC. | Non-compliant | 326 | 73% |
| OTCGX | MFS Mid Cap Growth Fund· MFS Series Trust IV | Non-compliant | 106 | 91% |
| OTCHX | MFS Mid Cap Growth Fund· MFS Series Trust IV | Non-compliant | 106 | 91% |
| OTCIX | MFS Mid Cap Growth Fund· MFS Series Trust IV | Non-compliant | 106 | 91% |
| OTCJX | MFS Mid Cap Growth Fund· MFS Series Trust IV | Non-compliant | 106 | 91% |
| OTCKX | MFS Mid Cap Growth Fund· MFS Series Trust IV | Non-compliant | 111 | 89% |
| OTGL | OTG Latin America ETF· ETF Opportunities Trust | Non-compliant | 54 | 57% |
| OTIIX | T. Rowe Price Small-Cap Stock Fund, Inc.· T. ROWE PRICE SMALL-CAP STOCK FUND, INC. | Non-compliant | 326 | 73% |
| OUSA | ALPS | OShares U.S. Quality Dividend ETF· ALPS ETF TRUST | Non-compliant | 101 | 98% |
| OUSM | ALPS | OShares U.S. Small-Cap Quality Dividend ETF· ALPS ETF TRUST | Non-compliant | 110 | 91% |
| OWACX | Old Westbury All Cap Core Fund· Old Westbury Funds Inc | Non-compliant | 113 | 92% |
| OWCIX | Old Westbury Credit Income Fund· Old Westbury Funds Inc | Non-compliant | 875 | 31% |
| OWFIX | Old Westbury Fixed Income Fund· Old Westbury Funds Inc | Non-compliant | 154 | 84% |
| OWLLX | CHANNING INTRINSIC VALUE SMALL-CAP FUND· Valued Advisers Trust | Non-compliant | 45 | 73% |
| OWLSX | Old Westbury Large Cap Strategies Fund· Old Westbury Funds Inc | Non-compliant | 438 | 95% |
| OWNB | Bitwise Bitcoin Standard Corporations ETF· Bitwise Funds Trust | Non-compliant | 27 | 88% |
| OWSBX | Old Westbury Short-Term Bond Fund· Old Westbury Funds Inc | Non-compliant | 133 | 78% |
| OWSMX | Old Westbury Small & Mid Cap Strategies Fund· Old Westbury Funds Inc | Non-compliant | 2,247 | 83% |
| OWTEX | Old Westbury Total Equity Fund· Old Westbury Funds Inc | Non-compliant | 508 | 93% |
30,382 funds · page 124 of 304