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
- 18,515
- Compliant
- 274
- Could not be decided
- 11,864
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 |
|---|---|---|---|---|
| QCGRRX | College Retirement Equities Fund - Growth Account· College Retirement Equities Fund | Non-compliant | 76 | 98% |
| QCILFX | College Retirement Equities Fund - Inflation-Linked Bond Account· College Retirement Equities Fund | Non-compliant | 192 | 93% |
| QCILIX | College Retirement Equities Fund - Inflation-Linked Bond Account· College Retirement Equities Fund | Non-compliant | 192 | 93% |
| QCILPX | College Retirement Equities Fund - Inflation-Linked Bond Account· College Retirement Equities Fund | Non-compliant | 192 | 93% |
| QCILRX | College Retirement Equities Fund - Inflation-Linked Bond Account· College Retirement Equities Fund | Non-compliant | 192 | 93% |
| QCLGX | Federated Hermes MDT Large Cap Growth Fund· Federated Hermes MDT Series | Non-compliant | 97 | 98% |
| QCLN | First Trust NASDAQ Clean Edge Green Energy Index Fund· First Trust Exchange-Traded Fund | Non-compliant | 54 | 93% |
| QCLR | Global X NASDAQ 100 Collar 95-110 ETF· GLOBAL X FUNDS | Non-compliant | 107 | 94% |
| QCLVX | Federated Hermes MDT Large Cap Value Fund· Federated Hermes Adviser Series | Non-compliant | 125 | 94% |
| QCSCIX | College Retirement Equities Fund - Responsible Balanced Account· College Retirement Equities Fund | Non-compliant | 1,544 | 82% |
| QCSCPX | College Retirement Equities Fund - Responsible Balanced Account· College Retirement Equities Fund | Non-compliant | 1,544 | 82% |
| QCSCRX | College Retirement Equities Fund - Responsible Balanced Account· College Retirement Equities Fund | Non-compliant | 1,544 | 82% |
| QCSCX | Federated Hermes MDT Small Cap Core Fund· Federated Hermes MDT Series | Non-compliant | 301 | 84% |
| QCSGX | Federated Hermes MDT Small Cap Growth Fund· Federated Hermes MDT Series | Non-compliant | 251 | 82% |
| QCSTFX | College Retirement Equities Fund - Total Global Stock Account· College Retirement Equities Fund | Non-compliant | 7,718 | 95% |
| QCSTIX | College Retirement Equities Fund - Total Global Stock Account· College Retirement Equities Fund | Non-compliant | 7,718 | 95% |
| QCSTPX | College Retirement Equities Fund - Total Global Stock Account· College Retirement Equities Fund | Non-compliant | 7,718 | 95% |
| QCSTRX | College Retirement Equities Fund - Total Global Stock Account· College Retirement Equities Fund | Non-compliant | 7,718 | 95% |
| QCVAX | Clearwater International Fund· Clearwater Investment Trust | Non-compliant | 509 | 80% |
| QDEF | FlexShares Quality Dividend Defensive Index Fund· FlexShares Trust | Non-compliant | 145 | 92% |
| QDF | FlexShares Quality Dividend Index Fund· FlexShares Trust | Non-compliant | 136 | 92% |
| QDFPAX | Davis Financial Portfolio· DAVIS VARIABLE ACCOUNT FUND INC | Non-compliant | 31 | 73% |
| QDIBX | FIIG FIXED INCOME FUND FOR RETIREMENT· Unified Series Trust | Non-compliant | 9 | 82% |
| QDISX | FIIG STOCK FUND FOR RETIREMENT· Unified Series Trust | Non-compliant | 103 | 96% |
| QDIV | Global X S&P 500 Quality Dividend ETF· GLOBAL X FUNDS | Non-compliant | 53 | 97% |
| QDPL | Pacer Metaurus US Large Cap Dividend Multiplier 400 ETF· Pacer Funds Trust | Non-compliant | 519 | 95% |
| QDRPAX | Davis Real Estate Portfolio· DAVIS VARIABLE ACCOUNT FUND INC | Non-compliant | 41 | 79% |
| QDVBX | FIIG ESG FIXED INCOME FUND FOR RETIREMENT· Unified Series Trust | Non-compliant | 10 | 81% |
| QDVPAX | Davis Equity Portfolio· DAVIS VARIABLE ACCOUNT FUND INC | Non-compliant | 44 | 78% |
| QDVSX | FIIG ESG STOCK PLAN FOR RETIREMENT· Unified Series Trust | Non-compliant | 99 | 96% |
| QEFA | State Street(R) SPDR(R) MSCI EAFE StrategicFactors(SM) ETF· SPDR INDEX SHARES FUNDS | Non-compliant | 647 | 95% |
| QEMM | State Street(R) SPDR(R) MSCI Emerging Markets StrategicFactors(SM) ETF· SPDR INDEX SHARES FUNDS | Non-compliant | 814 | 77% |
| QFHD | Pacer S&P 500 Quality FCF High Dividend ETF· Pacer Funds Trust | Non-compliant | 98 | 93% |
| QFLR | Innovator Nasdaq-100 Managed Floor ETF· Innovator ETFs Trust | Non-compliant | 48 | 91% |
| QFRD | Pacer S&P 500 Quality FCF R&D Leaders ETF· Pacer Funds Trust | Non-compliant | 51 | 97% |
| QFVIX | Pear tree polaris foreign value fund· Pear Tree Funds | Non-compliant | 60 | 84% |
| QFVOX | Pear tree polaris foreign value fund· Pear Tree Funds | Non-compliant | 60 | 84% |
| QFVRX | Pear tree polaris foreign value fund· Pear Tree Funds | Non-compliant | 60 | 84% |
| QGBAX | Quantified Global Fund· Advisors Preferred Trust | Non-compliant | 41 | 41% |
| QGBLX | Quantified Global Fund· Advisors Preferred Trust | Non-compliant | 41 | 41% |
| QGI2Q | VIP Growth and Income Portfolio· Variable Insurance Products Fund III | Non-compliant | 174 | 92% |
| QGIAX | Pear tree quality fund· Pear Tree Funds | Non-compliant | 46 | 91% |
| QGIRX | Pear tree quality fund· Pear Tree Funds | Non-compliant | 46 | 91% |
| QGRO | American Century U.S. Quality Growth ETF· American Century ETF Trust | Non-compliant | 191 | 97% |
| QGRPX | UBS US Quality Growth At Reasonable Price Fund· UBS FUNDS | Non-compliant | 32 | 97% |
| QGRW | WisdomTree U.S. Quality Growth Fund· WisdomTree Trust | Non-compliant | 102 | 99% |
| QHI2Q | VIP High Income Portfolio· Variable Insurance Products Fund | Non-compliant | 801 | 27% |
| QHY | WisdomTree U.S. High Yield Corporate Bond Fund· WisdomTree Trust | Non-compliant | 491 | 42% |
| QIACX | Federated Hermes MDT All Cap Core Fund· Federated Hermes MDT Series | Non-compliant | 173 | 96% |
| QIBGX | Federated Hermes MDT Balanced Fund· Federated Hermes MDT Series | Non-compliant | 536 | 72% |
| QIDX | Indexperts Quality Earnings Focused ETF· SPINNAKER ETF SERIES | Non-compliant | 132 | 65% |
| QIG | WisdomTree U.S. Corporate Bond Fund· WisdomTree Trust | Non-compliant | 504 | 75% |
| QILGX | Federated Hermes MDT Large Cap Growth Fund· Federated Hermes MDT Series | Non-compliant | 97 | 98% |
| QINIX | Q INDIA EQUITY FUND· Unified Series Trust | Non-compliant | 32 | 94% |
| QINRX | Q INDIA EQUITY FUND· Unified Series Trust | Non-compliant | 32 | 94% |
| QINSQ | VIP Index 500 Portfolio· Variable Insurance Products Fund II | Non-compliant | 507 | 93% |
| QINSX | Q INDIA EQUITY FUND· Unified Series Trust | Non-compliant | 32 | 94% |
| QINT | American Century Quality Diversified International ETF· American Century ETF Trust | Non-compliant | 363 | 95% |
| QIORX | AQR International Momentum Style Fund· AQR Funds | Non-compliant | 286 | 95% |
| QISCX | Federated Hermes MDT Small Cap Core Fund· Federated Hermes MDT Series | Non-compliant | 301 | 84% |
| QISGX | Federated Hermes MDT Small Cap Growth Fund· Federated Hermes MDT Series | Non-compliant | 251 | 82% |
| QISIX | Pear tree polaris international opportunities fund· Pear Tree Funds | Non-compliant | 47 | 71% |
| QISOX | Pear tree polaris international opportunities fund· Pear Tree Funds | Non-compliant | 47 | 71% |
| QISRX | Pear tree polaris international opportunities fund· Pear Tree Funds | Non-compliant | 47 | 71% |
| QJUN | FT Vest Nasdaq-100 Buffer ETF - June· First Trust Exchange-Traded Fund VIII | Non-compliant | 13 | 99% |
| QKACX | Federated Hermes MDT All Cap Core Fund· Federated Hermes MDT Series | Non-compliant | 173 | 96% |
| QKBGX | Federated Hermes MDT Balanced Fund· Federated Hermes MDT Series | Non-compliant | 536 | 72% |
| QLC | FlexShares US Quality Large Cap Index Fund· FlexShares Trust | Non-compliant | 186 | 98% |
| QLD | ProShares Ultra QQQ· ProShares Trust | Non-compliant | 127 | 65% |
| QLMAOX | ClearBridge Variable Appreciation Portfolio· Legg Mason Partners Variable Equity Trust | Non-compliant | 62 | 93% |
| QLMEIX | ClearBridge Variable Dividend Strategy Portfolio· Legg Mason Partners Variable Equity Trust | Non-compliant | 56 | 93% |
| QLMETX | ClearBridge Variable Dividend Strategy Portfolio· Legg Mason Partners Variable Equity Trust | Non-compliant | 56 | 93% |
| QLMGOX | ClearBridge Variable Growth Portfolio· Legg Mason Partners Variable Equity Trust | Non-compliant | 53 | 98% |
| QLMGTX | ClearBridge Variable Growth Portfolio· Legg Mason Partners Variable Equity Trust | Non-compliant | 53 | 97% |
| QLMHIX | Western Asset Core Plus VIT Portfolio· Legg Mason Partners Variable Income Trust | Non-compliant | 959 | 67% |
| QLMLOX | ClearBridge Variable Large Cap Growth Portfolio· Legg Mason Partners Variable Equity Trust | Non-compliant | 43 | 85% |
| QLMMIX | ClearBridge Variable Mid Cap Portfolio· Legg Mason Partners Variable Equity Trust | Non-compliant | 69 | 88% |
| QLMPTX | ClearBridge Variable Mid Cap Portfolio· Legg Mason Partners Variable Equity Trust | Non-compliant | 69 | 88% |
| QLMSIX | ClearBridge Variable Small Cap Growth Portfolio· Legg Mason Partners Variable Equity Trust | Non-compliant | 95 | 82% |
| QLMSTX | ClearBridge Variable Small Cap Growth Portfolio· Legg Mason Partners Variable Equity Trust | Non-compliant | 95 | 82% |
| QLMVIX | ClearBridge Variable Large Cap Value Portfolio· Legg Mason Partners Variable Equity Trust | Non-compliant | 57 | 95% |
| QLMYIX | Western Asset Variable Global High Yield Bond Portfolio· Legg Mason Partners Variable Income Trust | Non-compliant | 399 | 26% |
| QLMYTX | Western Asset Variable Global High Yield Bond Portfolio· Legg Mason Partners Variable Income Trust | Non-compliant | 399 | 26% |
| QLSCX | Federated Hermes MDT Small Cap Core Fund· Federated Hermes MDT Series | Non-compliant | 301 | 84% |
| QLSGX | Federated Hermes MDT Small Cap Growth Fund· Federated Hermes MDT Series | Non-compliant | 251 | 82% |
| QLTA | iShares Aaa - A Rated Corporate Bond ETF· iShares Trust | Non-compliant | 3,503 | 65% |
| QLTI | GMO International Quality ETF· GMO ETF Trust | Non-compliant | 35 | 87% |
| QLTY | GMO U.S. Quality ETF· GMO ETF Trust | Non-compliant | 42 | 95% |
| QLV | FlexShares US Quality Low Volatility Index Fund· FlexShares Trust | Non-compliant | 126 | 95% |
| QLVD | FlexShares Developed Markets ex-US Quality Low Volatility Index Fund· FlexShares Trust | Non-compliant | 203 | 96% |
| QLVE | FlexShares Emerging Markets Quality Low Volatility Index Fund· FlexShares Trust | Non-compliant | 170 | 78% |
| QMID | WisdomTree U.S. MidCap Quality Growth Fund· WisdomTree Trust | Non-compliant | 125 | 93% |
| QMMY | FT Vest Nasdaq-100 Moderate Buffer ETF - May· First Trust Exchange-Traded Fund VIII | Non-compliant | 17 | 99% |
| QMOM | Alpha Architect U.S. Quantitative Momentum ETF· EA Series Trust | Non-compliant | 52 | 90% |
| QMORX | AQR Large Cap Momentum Style Fund· AQR Funds | Non-compliant | 286 | 94% |
| QNTAX | Sector Rotation Fund· Meeder Funds | Non-compliant | 646 | 60% |
| QNTIX | Sector Rotation Fund· Meeder Funds | Non-compliant | 646 | 60% |
| QNXT | iShares Nasdaq-100 ex Top 30 ETF· iShares Trust | Non-compliant | 74 | 91% |
| QPUX | Defiance 2x Daily Long Pure Quantum ETF· Tidal Trust II | Non-compliant | 10 | 55% |
| QQEW | First Trust Nasdaq-100 Select Equal Weight ETF· First Trust Exchange-Traded Fund | Non-compliant | 53 | 98% |
30,379 funds · page 138 of 304