30,417 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
- 30,417
- Reached a verdict
- 18,590
- Compliant
- 273
- Could not be decided
- 11,827
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 |
|---|---|---|---|---|
| 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 | 36% |
| OSPMX | Invesco SteelPath MLP Income Fund· AIM Investment Funds (Invesco Investment Funds) | Non-compliant | 30 | 17% |
| OSPPX | Invesco SteelPath MLP Alpha Plus Fund· AIM Investment Funds (Invesco Investment Funds) | Non-compliant | 22 | 37% |
| OSPSX | Invesco SteelPath MLP Select 40 Fund· AIM Investment Funds (Invesco Investment Funds) | Non-compliant | 49 | 37% |
| 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 | 1,722 | 53% |
| 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 | 106 | 91% |
| OTCCX | MFS Mid Cap Growth Fund· MFS Series Trust IV | Non-compliant | 106 | 91% |
| 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 | 106 | 91% |
| 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 | 90% |
| 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% |
| OZEM | Roundhill GLP-1 & Weight Loss ETF· Roundhill ETF Trust | Non-compliant | 26 | 74% |
| PAAOX | T. Rowe Price Asia Opportunities Fund· T. ROWE PRICE INTERNATIONAL FUNDS, INC. | Non-compliant | 58 | 63% |
| PAARX | Putnam Dynamic Asset Allocation Balanced Fund· Putnam Asset Allocation Funds | Non-compliant | 2,515 | 87% |
| PAB | PGIM Active Aggregate Bond ETF· PGIM ETF Trust | Non-compliant | 447 | 74% |
| PABAX | Putnam Dynamic Asset Allocation Balanced Fund· Putnam Asset Allocation Funds | Non-compliant | 2,515 | 87% |
| PABBX | Putnam Dynamic Asset Allocation Balanced Fund· Putnam Asset Allocation Funds | Non-compliant | 2,515 | 87% |
| PABCX | PGIM Balanced Fund· Prudential Investment Portfolios, Inc. | Non-compliant | 1,892 | 75% |
| PABD | iShares Paris-Aligned Climate Optimized MSCI World ex USA ETF· iShares Trust | Non-compliant | 426 | 89% |
| PABFX | PGIM Balanced Fund· Prudential Investment Portfolios, Inc. | Non-compliant | 1,892 | 75% |
| PABGX | T. Rowe Price Blue Chip Growth Fund, Inc.· T. ROWE PRICE BLUE CHIP GROWTH FUND, INC. | Non-compliant | 80 | 92% |
| PABU | iShares Paris-Aligned Climate Optimized MSCI USA ETF· iShares Trust | Non-compliant | 94 | 99% |
| PABVX | MidCap Value Fund I· Principal Funds, Inc | Non-compliant | 736 | 90% |
| PABYX | Putnam Dynamic Asset Allocation Balanced Fund· Putnam Asset Allocation Funds | Non-compliant | 2,515 | 87% |
| PACAX | Putnam Dynamic Asset Allocation Conservative Fund· Putnam Asset Allocation Funds | Non-compliant | 2,427 | 78% |
| PACBX | Putnam Dynamic Asset Allocation Conservative Fund· Putnam Asset Allocation Funds | Non-compliant | 2,427 | 78% |
| PACCX | Putnam Dynamic Asset Allocation Conservative Fund· Putnam Asset Allocation Funds | Non-compliant | 2,427 | 78% |
| PACEX | T. Rowe Price Emerging Markets Corporate Bond Fund· T. ROWE PRICE INTERNATIONAL FUNDS, INC. | Non-compliant | 214 | 11% |
| PACIX | Columbia Convertible Securities Fund· COLUMBIA FUNDS SERIES TRUST | Non-compliant | 126 | 76% |
| PACLX | T. Rowe Price Capital Appreciation Fund· T. ROWE PRICE CAPITAL APPRECIATION FUND, INC. | Non-compliant | 278 | 70% |
| PACOX | T. Rowe Price U.S. Equity Research Fund· T. Rowe Price U.S. Equity Research Fund, Inc. | Non-compliant | 319 | 95% |
| PACRX | Putnam Dynamic Asset Allocation Conservative Fund· Putnam Asset Allocation Funds | Non-compliant | 2,427 | 78% |
| PACYX | Putnam Dynamic Asset Allocation Conservative Fund· Putnam Asset Allocation Funds | Non-compliant | 2,427 | 78% |
| PADAX | PGIM Absolute Return Bond Fund· Prudential Investment Portfolios 9 | Non-compliant | 1,068 | 41% |
| PADCX | PGIM Absolute Return Bond Fund· Prudential Investment Portfolios 9 | Non-compliant | 1,068 | 41% |
| PADQX | PGIM Absolute Return Bond Fund· Prudential Investment Portfolios 9 | Non-compliant | 1,068 | 41% |
| PADZX | PGIM Absolute Return Bond Fund· Prudential Investment Portfolios 9 | Non-compliant | 1,068 | 41% |
| PAEAX | Putnam Dynamic Asset Allocation Growth Fund· Putnam Asset Allocation Funds | Non-compliant | 2,616 | 86% |
| PAEBX | Putnam Dynamic Asset Allocation Growth Fund· Putnam Asset Allocation Funds | Non-compliant | 2,616 | 86% |
| PAECX | Putnam Dynamic Asset Allocation Growth Fund· Putnam Asset Allocation Funds | Non-compliant | 2,616 | 86% |
| PAEIX | T. Rowe Price Overseas Stock Fund· T. ROWE PRICE INTERNATIONAL FUNDS, INC. | Non-compliant | 142 | 79% |
| PAELX | T. Rowe Price Emerging Markets Local Currency Bond Fund· T. ROWE PRICE INTERNATIONAL FUNDS, INC. | Non-compliant | 327 | 11% |
| PAFDX | T. Rowe Price Equity Income Fund· T. ROWE PRICE EQUITY INCOME FUND, INC. | Non-compliant | 119 | 90% |
| PAFGX | T. Rowe Price Global Allocation Fund· T. ROWE PRICE GLOBAL ALLOCATION FUND, INC. | Non-compliant | 2,047 | 54% |
| PAGDX | Aggressive Growth Portfolio· PERMANENT PORTFOLIO FAMILY OF FUNDS | Non-compliant | 41 | 100% |
| PAGEX | T. Rowe Price Global Real Estate Fund, Inc.· T. ROWE PRICE GLOBAL REAL ESTATE FUND, INC. | Non-compliant | 58 | 87% |
| PAGHX | Aggressive Growth Portfolio· PERMANENT PORTFOLIO FAMILY OF FUNDS | Non-compliant | 41 | 100% |
| PAGRX | Aggressive Growth Portfolio· PERMANENT PORTFOLIO FAMILY OF FUNDS | Non-compliant | 41 | 100% |
| PAGSX | T. Rowe Price Global Stock Fund· T. ROWE PRICE INTERNATIONAL FUNDS, INC. | Non-compliant | 138 | 88% |
| PAGYX | Putnam Dynamic Asset Allocation Growth Fund· Putnam Asset Allocation Funds | Non-compliant | 2,616 | 86% |
| PAHIX | T. Rowe Price High Yield Fund, Inc.· T. ROWE PRICE HIGH YIELD FUND, INC. | Non-compliant | 433 | 6% |
| PAHPX | Royce Small-Cap Fund· ROYCE FUND | Non-compliant | 271 | 85% |
| PAHQX | Royce Small-Cap Special Equity Fund· ROYCE FUND | Non-compliant | 31 | 58% |
| PAHSX | PGIM Jennison NextGeneration Global Opportunities Fund· Prudential Investment Portfolios 12 | Non-compliant | 45 | 85% |
| PAHTX | PGIM Jennison NextGeneration Global Opportunities Fund· Prudential Investment Portfolios 12 | Non-compliant | 45 | 85% |
| PAHUX | PGIM Jennison NextGeneration Global Opportunities Fund· Prudential Investment Portfolios 12 | Non-compliant | 45 | 85% |
| PAHVX | PGIM Jennison NextGeneration Global Opportunities Fund· Prudential Investment Portfolios 12 | Non-compliant | 45 | 85% |
| PAHWX | PGIM Jennison International Small-Mid Cap Opportunities Fund· Prudential Investment Portfolios 12 | Non-compliant | 44 | 65% |
| PAI | Western Asset Investment Grade Income Fund Inc. | Non-compliant | 473 | 58% |
| PAIBX | T. Rowe Price International Bond Fund· T. ROWE PRICE INTERNATIONAL FUNDS, INC. | Non-compliant | 617 | 10% |
| PAIEX | T. Rowe Price Dynamic Global Bond Fund· T. ROWE PRICE INTERNATIONAL FUNDS, INC. | Non-compliant | 406 | 25% |
| PAIGX | T. Rowe Price International Value Equity Fund· T. ROWE PRICE INTERNATIONAL FUNDS, INC. | Non-compliant | 150 | 77% |
| PAIHX | T. Rowe Price Global High Income Bond Fund· T. ROWE PRICE INTERNATIONAL FUNDS, INC. | Non-compliant | 290 | 7% |
| PAIJX | T. Rowe Price Emerging Markets Discovery Stock Fund· T. ROWE PRICE INTERNATIONAL FUNDS, INC. | Non-compliant | 66 | 63% |
| PAILX | PGIM Jennison International Small-Mid Cap Opportunities Fund· Prudential Investment Portfolios 12 | Non-compliant | 44 | 65% |
| PAINX | PGIM Jennison International Small-Mid Cap Opportunities Fund· Prudential Investment Portfolios 12 | Non-compliant | 44 | 65% |
| PAIOX | PGIM Jennison International Small-Mid Cap Opportunities Fund· Prudential Investment Portfolios 12 | Non-compliant | 44 | 65% |
| PAITX | T. Rowe Price International Stock Fund· T. ROWE PRICE INTERNATIONAL FUNDS, INC. | Non-compliant | 123 | 75% |
| PALAX | Virtus Global Allocation Fund· Virtus Strategy Trust | Non-compliant | 312 | 19% |
| PALC | Pacer Lunt Large Cap Multi-Factor Alternator ETF· Pacer Funds Trust | Non-compliant | 179 | 90% |
| PALCX | Virtus Global Allocation Fund· Virtus Strategy Trust | Non-compliant | 312 | 19% |
| PALLX | Virtus Global Allocation Fund· Virtus Strategy Trust | Non-compliant | 312 | 19% |
| PALRX | PGIM Balanced Fund· Prudential Investment Portfolios, Inc. | Non-compliant | 1,892 | 75% |
| PAMC | Pacer Lunt Midcap Multi-Factor Alternator ETF· Pacer Funds Trust | Non-compliant | 151 | 76% |
30,417 funds · page 125 of 305