30,302 funds screened by look-through to their filed holdings
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.
Built from a bulk Finnhub company-profile fetch (refreshed roughly monthly), intersected with the compliance snapshot — not a live lookup per symbol.
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 |
|---|---|---|---|---|
| RSEDX | Columbia Intrinsic Value Fund· Columbia Funds Series Trust II | Non-compliant | 58 | 97% |
| RSEFX | Royce Small-Cap Special Equity Fund· ROYCE FUND | Non-compliant | 31 | 58% |
| RSEGX | Victory RS Small Cap Growth Fund· Victory Portfolios | Non-compliant | 106 | 79% |
| RSEIX | Royce Small-Cap Special Equity Fund· ROYCE FUND | Non-compliant | 31 | 58% |
| RSEJX | Victory RS Small Cap Growth Fund· Victory Portfolios | Non-compliant | 106 | 79% |
| RSEYX | Columbia Global Value Fund· Columbia Funds Series Trust II | Non-compliant | 87 | 92% |
| RSFCX | Victory Floating Rate Fund· Victory Portfolios | Non-compliant | 206 | 14% |
| RSFLX | Victory Floating Rate Fund· Victory Portfolios | Non-compliant | 206 | 14% |
| RSFMX | Victory Floating Rate Fund· Victory Portfolios | Non-compliant | 206 | 14% |
| RSFYX | Victory Floating Rate Fund· Victory Portfolios | Non-compliant | 206 | 14% |
| RSGFX | Victory RS Select Growth Fund· Victory Portfolios | Non-compliant | 66 | 86% |
| RSGGX | Victory RS Global Fund· Victory Portfolios | Non-compliant | 109 | 95% |
| RSGRX | Victory RS Growth Fund· Victory Portfolios | Non-compliant | 53 | 99% |
| RSHFX | RBC BlueBay Short Duration Fixed Income Fund· RBC Funds Trust | Non-compliant | 86 | 49% |
| RSHO | Tema U.S. Manufacturing & Reshoring ETF· Tema ETF Trust | Non-compliant | 25 | 90% |
| RSHRX | Columbia High Yield Bond Fund· Columbia Funds Series Trust II | Non-compliant | 490 | 21% |
| RSIFX | Victory RS Science & Technology Fund· Victory Portfolios | Non-compliant | 75 | 84% |
| RSIGX | Victory RS International Fund· Victory Portfolios | Non-compliant | 83 | 88% |
| RSIIX | RiverPark Strategic Income Fund· Trust for Professional Managers | Non-compliant | 159 | 29% |
| RSINX | Victory RS Investors Fund· Victory Portfolios | Non-compliant | 30 | 89% |
| RSIPX | Columbia Disciplined Core Fund· Columbia Funds Series Trust II | Non-compliant | 80 | 98% |
| RSIRX | Victory RS International Fund· Victory Portfolios | Non-compliant | 83 | 88% |
| RSIVX | RiverPark Strategic Income Fund· Trust for Professional Managers | Non-compliant | 159 | 29% |
| RSIYX | Victory RS Investors Fund· Victory Portfolios | Non-compliant | 30 | 89% |
| RSJN | FT Vest U.S. Equity Equal Weight Buffer ETF - June· First Trust Exchange-Traded Fund VIII | Non-compliant | 9 | 100% |
| RSLAX | SMALLCAP World Fund Inc | Non-compliant | 862 | 80% |
| RSLBX | SMALLCAP World Fund Inc | Non-compliant | 862 | 80% |
| RSLCX | SMALLCAP World Fund Inc | Non-compliant | 862 | 80% |
| RSLDX | SMALLCAP World Fund Inc | Non-compliant | 862 | 80% |
| RSLEX | SMALLCAP World Fund Inc | Non-compliant | 862 | 80% |
| RSLFX | SMALLCAP World Fund Inc | Non-compliant | 862 | 80% |
| RSMC | Rockefeller U.S. Small-Mid Cap ETF· Tidal Trust III | Non-compliant | 46 | 79% |
| RSMOX | Victory RS Mid Cap Growth Fund· Victory Portfolios | Non-compliant | 82 | 88% |
| RSMR | FT Vest U.S. Equity Equal Weight Buffer ETF - March· First Trust Exchange-Traded Fund VIII | Non-compliant | 17 | 99% |
| RSMRX | RBC SMID Cap Growth Fund· RBC Funds Trust | Non-compliant | 78 | 82% |
| RSMV | Relative Strength Managed Volatility Strategy ETF· Listed Funds Trust | Non-compliant | 23 | 66% |
| RSMVX | William Blair Small-Mid Cap Value Fund· WILLIAM BLAIR FUNDS | Non-compliant | 86 | 84% |
| RSNRX | Victory Global Energy Transition Fund· Victory Portfolios | Non-compliant | 38 | 58% |
| RSNYX | Victory Global Energy Transition Fund· Victory Portfolios | Non-compliant | 38 | 58% |
| RSOOX | Columbia Dividend Opportunity Fund· Columbia Funds Series Trust II | Non-compliant | 90 | 93% |
| RSP | Invesco S&P 500 Equal Weight ETF· Invesco Exchange-Traded Fund Trust | Non-compliant | 508 | 94% |
| RSPC | Invesco S&P 500 Equal Weight Communication Services ETF· Invesco Exchange-Traded Fund Trust | Non-compliant | 28 | 83% |
| RSPD | Invesco S&P 500 Equal Weight Consumer Discretionary ETF· Invesco Exchange-Traded Fund Trust | Non-compliant | 49 | 96% |
| RSPF | Invesco S&P 500 Equal Weight Financials ETF· Invesco Exchange-Traded Fund Trust | Non-compliant | 79 | 96% |
| RSPFX | Victory RS Partners Fund· Victory Portfolios | Non-compliant | 70 | 78% |
| RSPG | Invesco S&P 500 Equal Weight Energy ETF· Invesco Exchange-Traded Fund Trust | Non-compliant | 25 | 88% |
| RSPH | Invesco S&P 500 Equal Weight Health Care ETF· Invesco Exchange-Traded Fund Trust | Non-compliant | 63 | 98% |
| RSPKX | Victory RS Partners Fund· Victory Portfolios | Non-compliant | 70 | 78% |
| RSPM | Invesco S&P 500 Equal Weight Materials ETF· Invesco Exchange-Traded Fund Trust | Non-compliant | 29 | 96% |
| RSPMX | Victory RS Partners Fund· Victory Portfolios | Non-compliant | 70 | 78% |
| RSPN | Invesco S&P 500 Equal Weight Industrials ETF· Invesco Exchange-Traded Fund Trust | Non-compliant | 82 | 98% |
| RSPR | Invesco S&P 500 Equal Weight Real Estate ETF· Invesco Exchange-Traded Fund Trust | Non-compliant | 32 | 96% |
| RSPS | Invesco S&P 500 Equal Weight Consumer Staples ETF· Invesco Exchange-Traded Fund Trust | Non-compliant | 35 | 97% |
| RSPT | Invesco S&P 500 Equal Weight Technology ETF· Invesco Exchange-Traded Fund Trust | Non-compliant | 77 | 94% |
| RSPU | Invesco S&P 500 Equal Weight Utilities ETF· Invesco Exchange-Traded Fund Trust | Non-compliant | 34 | 97% |
| RSPYX | Victory RS Partners Fund· Victory Portfolios | Non-compliant | 70 | 78% |
| RSQAX | Equity Income Fund· RUSSELL INVESTMENT CO | Non-compliant | 273 | 90% |
| RSQCX | Royce Small-Cap Special Equity Fund· ROYCE FUND | Non-compliant | 31 | 58% |
| RSRAX | Reaves Infrastructure Fund· ADVISORS' INNER CIRCLE FUND II | Non-compliant | 36 | 97% |
| RSRFX | Reaves Infrastructure Fund· ADVISORS' INNER CIRCLE FUND II | Non-compliant | 36 | 97% |
| RSSE | FT Vest U.S. Equity Equal Weight Buffer ETF - September· First Trust Exchange-Traded Fund VIII | Non-compliant | 16 | 99% |
| RSSL | Global X Russell 2000 ETF· GLOBAL X FUNDS | Non-compliant | 1,924 | 79% |
| RSSRX | Victory RS Select Growth Fund· Victory Portfolios | Non-compliant | 66 | 86% |
| RSSYX | Victory RS Select Growth Fund· Victory Portfolios | Non-compliant | 66 | 86% |
| RSVAX | Victory RS Value Fund· Victory Portfolios | Non-compliant | 61 | 83% |
| RSVIX | RBC Small Cap Value Fund· RBC Funds Trust | Non-compliant | 74 | 71% |
| RSVYX | Victory RS Value Fund· Victory Portfolios | Non-compliant | 61 | 83% |
| RSYEX | Victory RS Small Cap Growth Fund· Victory Portfolios | Non-compliant | 106 | 79% |
| RSYTX | Strategic Bond Fund· RUSSELL INVESTMENT CO | Non-compliant | 1,100 | 47% |
| RSYYX | Victory High Yield Fund· Victory Portfolios | Non-compliant | 414 | 23% |
| RTDAX | Multifactor U.S. Equity Fund· RUSSELL INVESTMENT CO | Non-compliant | 755 | 96% |
| RTDCX | Multifactor U.S. Equity Fund· RUSSELL INVESTMENT CO | Non-compliant | 755 | 96% |
| RTDRX | Multifactor U.S. Equity Fund· RUSSELL INVESTMENT CO | Non-compliant | 755 | 96% |
| RTDSX | Multifactor U.S. Equity Fund· RUSSELL INVESTMENT CO | Non-compliant | 755 | 96% |
| RTDTX | Multifactor U.S. Equity Fund· RUSSELL INVESTMENT CO | Non-compliant | 755 | 96% |
| RTDYX | Multifactor U.S. Equity Fund· RUSSELL INVESTMENT CO | Non-compliant | 755 | 96% |
| RTEHX | American High Income Trust | Non-compliant | 1,092 | 30% |
| RTH | VanEck Retail ETF· VanEck ETF Trust | Non-compliant | 25 | 96% |
| RTIAX | Multifactor International Equity Fund· RUSSELL INVESTMENT CO | Non-compliant | 609 | 95% |
| RTICX | Multifactor International Equity Fund· RUSSELL INVESTMENT CO | Non-compliant | 609 | 95% |
| RTIOX | Transamerica Inflation Opportunities· TRANSAMERICA FUNDS | Non-compliant | 131 | 84% |
| RTIRX | Multifactor International Equity Fund· RUSSELL INVESTMENT CO | Non-compliant | 609 | 95% |
| RTISX | Multifactor International Equity Fund· RUSSELL INVESTMENT CO | Non-compliant | 609 | 95% |
| RTITX | Multifactor International Equity Fund· RUSSELL INVESTMENT CO | Non-compliant | 609 | 95% |
| RTIUX | Tax-Managed International Equity Fund· RUSSELL INVESTMENT CO | Non-compliant | 837 | 94% |
| RTIYX | Multifactor International Equity Fund· RUSSELL INVESTMENT CO | Non-compliant | 609 | 95% |
| RTLAX | Tax-Managed U.S. Large Cap Fund· RUSSELL INVESTMENT CO | Non-compliant | 449 | 95% |
| RTLCX | Tax-Managed U.S. Large Cap Fund· RUSSELL INVESTMENT CO | Non-compliant | 449 | 95% |
| RTMTX | Tax-Managed U.S. Large Cap Fund· RUSSELL INVESTMENT CO | Non-compliant | 449 | 95% |
| RTNAX | Tax-Managed International Equity Fund· RUSSELL INVESTMENT CO | Non-compliant | 837 | 94% |
| RTNCX | Tax-Managed International Equity Fund· RUSSELL INVESTMENT CO | Non-compliant | 837 | 94% |
| RTNSX | Tax-Managed International Equity Fund· RUSSELL INVESTMENT CO | Non-compliant | 874 | 93% |
| RTOUX | Tax-Managed U.S. Mid & Small Cap Fund· RUSSELL INVESTMENT CO | Non-compliant | 785 | 84% |
| RTRE | Rareview Total Return Bond ETF· Collaborative Investment Series Trust | Non-compliant | 169 | 61% |
| RTRIX | Royce Small-Cap Total Return Fund· ROYCE FUND | Non-compliant | 65 | 73% |
| RTRRX | Royce Small-Cap Total Return Fund· ROYCE FUND | Non-compliant | 65 | 73% |
| RTSAX | Tax-Managed U.S. Mid & Small Cap Fund· RUSSELL INVESTMENT CO | Non-compliant | 785 | 84% |
| RTSCX | Tax-Managed U.S. Mid & Small Cap Fund· RUSSELL INVESTMENT CO | Non-compliant | 785 | 84% |
| RTSGX | Transamerica Small Cap Growth· TRANSAMERICA FUNDS | Non-compliant | 55 | 89% |
| RTSSX | Tax-Managed U.S. Mid & Small Cap Fund· RUSSELL INVESTMENT CO | Non-compliant | 785 | 84% |
30,302 funds · page 147 of 304