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 |
|---|---|---|---|---|
| ATRCX | Catalyst Systematic Alpha Fund· MUTUAL FUND SERIES TRUST | Non-compliant | 30 | 62% |
| ATRFX | Catalyst Systematic Alpha Fund· MUTUAL FUND SERIES TRUST | Non-compliant | 30 | 62% |
| ATVPX | ALGER 35 FUND· ALGER FUNDS | Non-compliant | 35 | 80% |
| ATWAX | AB Tax-Managed Wealth Appreciation Strategy· AB PORTFOLIOS | Non-compliant | 107 | 62% |
| ATWCX | AB Tax-Managed Wealth Appreciation Strategy· AB PORTFOLIOS | Non-compliant | 107 | 62% |
| ATWYX | AB Tax-Managed Wealth Appreciation Strategy· AB PORTFOLIOS | Non-compliant | 107 | 62% |
| ATYGX | International Growth Fund· American Century World Mutual Funds, Inc. | Non-compliant | 106 | 96% |
| AUERX | AUER GROWTH· Unified Series Trust | Non-compliant | 88 | 69% |
| AUGAX | Columbia Quality Income Fund· Columbia Funds Series Trust II | Non-compliant | 342 | 72% |
| AUGCX | Columbia Quality Income Fund· Columbia Funds Series Trust II | Non-compliant | 342 | 72% |
| AUGP | PGIM S&P 500 Buffer 12 ETF - August· PGIM Rock ETF Trust | Non-compliant | 9 | 100% |
| AUGZ | TrueShares Structured Outcome (August) ETF· Elevation Series Trust | Non-compliant | 17 | 88% |
| AUIAX | AB EQUITY INCOME FUND INC | Non-compliant | 71 | 94% |
| AUICX | AB EQUITY INCOME FUND INC | Non-compliant | 71 | 94% |
| AUIIX | AB EQUITY INCOME FUND INC | Non-compliant | 71 | 94% |
| AUIYX | AB EQUITY INCOME FUND INC | Non-compliant | 71 | 94% |
| AUIZX | AB EQUITY INCOME FUND INC | Non-compliant | 71 | 94% |
| AULDX | Ultra Fund· American Century Mutual Funds, Inc. | Non-compliant | 65 | 99% |
| AULGX | Ultra Fund· American Century Mutual Funds, Inc. | Non-compliant | 65 | 99% |
| AULNX | Ultra Fund· American Century Mutual Funds, Inc. | Non-compliant | 65 | 99% |
| AULRX | Ultra Fund· American Century Mutual Funds, Inc. | Non-compliant | 65 | 99% |
| AULYX | Ultra Fund· American Century Mutual Funds, Inc. | Non-compliant | 65 | 99% |
| AUSF | Global X Adaptive U.S. Factor ETF· GLOBAL X FUNDS | Non-compliant | 196 | 90% |
| AUUAX | AB Select US Equity Portfolio· AB CAP FUND, INC. | Non-compliant | 83 | 96% |
| AUUCX | AB Select US Equity Portfolio· AB CAP FUND, INC. | Non-compliant | 83 | 96% |
| AUUIX | AB Select US Equity Portfolio· AB CAP FUND, INC. | Non-compliant | 83 | 96% |
| AUUYX | AB Select US Equity Portfolio· AB CAP FUND, INC. | Non-compliant | 83 | 96% |
| AUXAX | AUXIER FOCUS FUND· FORUM FUNDS | Non-compliant | 143 | 87% |
| AUXFX | AUXIER FOCUS FUND· FORUM FUNDS | Non-compliant | 143 | 87% |
| AUXIX | AUXIER FOCUS FUND· FORUM FUNDS | Non-compliant | 143 | 87% |
| AVALX | Aegis Value Fund· Aegis Funds | Non-compliant | 88 | 83% |
| AVANX | Avantis International Small Cap Value Fund· American Century ETF Trust | Non-compliant | 1,433 | 84% |
| AVASX | American Beacon Large Cap Value Fund· AMERICAN BEACON FUNDS | Non-compliant | 161 | 91% |
| AVBNX | Avantis Core Fixed Income Fund· American Century ETF Trust | Non-compliant | 548 | 79% |
| AVCNX | Avantis U.S. Small Cap Value Fund· American Century ETF Trust | Non-compliant | 720 | 85% |
| AVDE | Avantis International Equity ETF· American Century ETF Trust | Non-compliant | 3,303 | 94% |
| AVDEX | Avantis International Equity Fund· American Century ETF Trust | Non-compliant | 3,331 | 90% |
| AVDNX | Avantis International Equity Fund· American Century ETF Trust | Non-compliant | 3,331 | 90% |
| AVDS | Avantis International Small Cap Equity ETF· American Century ETF Trust | Non-compliant | 3,046 | 83% |
| AVDV | Avantis International Small Cap Value ETF· American Century ETF Trust | Non-compliant | 1,759 | 87% |
| AVDVX | Avantis International Small Cap Value Fund· American Century ETF Trust | Non-compliant | 1,433 | 84% |
| AVEAX | AVE MARIA GROWTH FOCUSED FUND· Schwartz Investment Trust | Non-compliant | 18 | 88% |
| AVEDX | AVE MARIA RISING DIVIDEND FUND· Schwartz Investment Trust | Non-compliant | 35 | 95% |
| AVEE | Avantis Emerging Markets Small Cap Equity ETF· American Century ETF Trust | Non-compliant | 2,740 | 53% |
| AVEEX | Avantis Emerging Markets Equity Fund· American Century ETF Trust | Non-compliant | 3,404 | 83% |
| AVEFX | AVE MARIA BOND FUND· Schwartz Investment Trust | Non-compliant | 178 | 91% |
| AVEGX | AVE MARIA GROWTH FUND· Schwartz Investment Trust | Non-compliant | 32 | 88% |
| AVEM | Avantis Emerging Markets Equity ETF· American Century ETF Trust | Non-compliant | 3,921 | 87% |
| AVEMX | AVE MARIA VALUE FUND· Schwartz Investment Trust | Non-compliant | 34 | 84% |
| AVENX | Avantis Emerging Markets Equity Fund· American Century ETF Trust | Non-compliant | 3,404 | 83% |
| AVERX | AVE MARIA VALUE FOCUSED FUND· Schwartz Investment Trust | Non-compliant | 34 | 90% |
| AVES | Avantis Emerging Markets Value ETF· American Century ETF Trust | Non-compliant | 1,884 | 77% |
| AVEWX | AVE MARIA WORLD EQUITY FUND· Schwartz Investment Trust | Non-compliant | 49 | 82% |
| AVFAX | Aegis Value Fund· Aegis Funds | Non-compliant | 88 | 83% |
| AVFIX | American Beacon Small Cap Value Fund· AMERICAN BEACON FUNDS | Non-compliant | 461 | 81% |
| AVGAX | BNY Mellon Dynamic Total Return Fund· BNY Mellon Advantage Funds, Inc. | Non-compliant | 146 | 82% |
| AVGB | Avantis Credit ETF· American Century ETF Trust | Non-compliant | 153 | 65% |
| AVGCX | BNY Mellon Dynamic Total Return Fund· BNY Mellon Advantage Funds, Inc. | Non-compliant | 146 | 82% |
| AVGRX | BNY Mellon Dynamic Total Return Fund· BNY Mellon Advantage Funds, Inc. | Non-compliant | 146 | 82% |
| AVGW | Roundhill AVGO WeeklyPay ETF· Roundhill ETF Trust | Non-compliant | 4 | 75% |
| AVGX | Defiance Daily Target 2x Long Avgo ETF· Tidal Trust II | Non-compliant | 9 | 82% |
| AVGYX | BNY Mellon Dynamic Total Return Fund· BNY Mellon Advantage Funds, Inc. | Non-compliant | 146 | 82% |
| AVIE | Avantis Inflation Focused Equity ETF· American Century ETF Trust | Non-compliant | 368 | 95% |
| AVIG | Avantis Core Fixed Income ETF· American Century ETF Trust | Non-compliant | 823 | 80% |
| AVIGX | Avantis Core Fixed Income Fund· American Century ETF Trust | Non-compliant | 548 | 79% |
| AVIV | Avantis International Large Cap Value ETF· American Century ETF Trust | Non-compliant | 654 | 96% |
| AVLC | Avantis U.S. Large Cap Equity ETF· American Century ETF Trust | Non-compliant | 890 | 96% |
| AVLIX | Value Fund· American Century Capital Portfolios, Inc. | Non-compliant | 108 | 91% |
| AVLV | Avantis U.S. Large Cap Value ETF· American Century ETF Trust | Non-compliant | 278 | 97% |
| AVLVX | Avantis U.S. Large Cap Value Fund· American Century ETF Trust | Non-compliant | 222 | 96% |
| AVMC | Avantis U.S. Mid Cap Equity ETF· American Century ETF Trust | Non-compliant | 616 | 93% |
| AVMV | Avantis U.S. Mid Cap Value ETF· American Century ETF Trust | Non-compliant | 306 | 94% |
| AVOS | Avos Global Equities ETF· EA Series Trust | Non-compliant | 176 | 52% |
| AVPAX | American Beacon Small Cap Value Fund· AMERICAN BEACON FUNDS | Non-compliant | 461 | 81% |
| AVPEX | ALPS Global Opportunity Portfolio· ALPS VARIABLE INVESTMENT TRUST | Non-compliant | 54 | 87% |
| AVRE | Avantis Real Estate ETF· American Century ETF Trust | Non-compliant | 327 | 86% |
| AVRY | Avory Foundational ETF· EA Series Trust | Non-compliant | 27 | 98% |
| AVSBX | Avantis U.S. Small Cap Equity Fund· American Century ETF Trust | Non-compliant | 1,113 | 79% |
| AVSC | Avantis U.S. Small Cap Equity ETF· American Century ETF Trust | Non-compliant | 1,524 | 82% |
| AVSCX | Avantis U.S. Small Cap Equity Fund· American Century ETF Trust | Non-compliant | 1,113 | 79% |
| AVSD | Avantis Responsible International Equity ETF· American Century ETF Trust | Non-compliant | 2,126 | 93% |
| AVSE | Avantis Responsible Emerging Markets Equity ETF· American Century ETF Trust | Non-compliant | 2,372 | 83% |
| AVSF | Avantis Short-Term Fixed Income ETF· American Century ETF Trust | Non-compliant | 519 | 69% |
| AVSU | Avantis Responsible U.S. Equity ETF· American Century ETF Trust | Non-compliant | 1,325 | 96% |
| AVTM | Avantis Total Equity Markets ETF· American Century ETF Trust | Non-compliant | 1,547 | 81% |
| AVUAX | Mid Cap Value Fund· American Century Capital Portfolios, Inc. | Non-compliant | 134 | 87% |
| AVUDX | Value Fund· American Century Capital Portfolios, Inc. | Non-compliant | 108 | 91% |
| AVUGX | Value Fund· American Century Capital Portfolios, Inc. | Non-compliant | 108 | 91% |
| AVUNX | Avantis U.S. Equity Fund· American Century ETF Trust | Non-compliant | 1,593 | 96% |
| AVUQ | Avantis U.S. Quality ETF· American Century ETF Trust | Non-compliant | 601 | 98% |
| AVURX | Value Fund· American Century Capital Portfolios, Inc. | Non-compliant | 108 | 91% |
| AVUS | Avantis U.S. Equity ETF· American Century ETF Trust | Non-compliant | 1,879 | 96% |
| AVUSX | Avantis U.S. Equity Fund· American Century ETF Trust | Non-compliant | 1,593 | 96% |
| AVUV | Avantis U.S. Small Cap Value ETF· American Century ETF Trust | Non-compliant | 798 | 86% |
| AVUVX | Avantis U.S. Small Cap Value Fund· American Century ETF Trust | Non-compliant | 720 | 85% |
| AVUYX | Value Fund· American Century Capital Portfolios, Inc. | Non-compliant | 108 | 91% |
| AVXC | Avantis Emerging Markets ex-China Equity ETF· American Century ETF Trust | Non-compliant | 2,778 | 83% |
| AVXX | Defiance Daily Target 2x Long Avav ETF· Tidal Trust II | Non-compliant | 8 | 77% |
| AWAAX | AB Wealth Appreciation Strategy· AB PORTFOLIOS | Non-compliant | 80 | 62% |
| AWACX | AB Wealth Appreciation Strategy· AB PORTFOLIOS | Non-compliant | 80 | 62% |
30,379 funds · page 15 of 304