30,325 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 |
|---|---|---|---|---|
| SCHP | Schwab U.S. TIPS ETF· SCHWAB STRATEGIC TRUST | Non-compliant | 49 | 100% |
| SCHQ | Schwab Long-Term U.S. Treasury ETF· SCHWAB STRATEGIC TRUST | Non-compliant | 100 | 100% |
| SCHR | Schwab Intermediate-Term U.S. Treasury ETF· SCHWAB STRATEGIC TRUST | Non-compliant | 102 | 100% |
| SCHV | Schwab U.S. Large-Cap Value ETF· SCHWAB STRATEGIC TRUST | Non-compliant | 559 | 97% |
| SCHX | Schwab U.S. Large-Cap ETF· SCHWAB STRATEGIC TRUST | Non-compliant | 751 | 98% |
| SCHY | Schwab International Dividend Equity ETF· SCHWAB STRATEGIC TRUST | Non-compliant | 106 | 95% |
| SCHZ | Schwab U.S. Aggregate Bond ETF· SCHWAB STRATEGIC TRUST | Non-compliant | 12,328 | 86% |
| SCICX | Columbia Seligman Technology and Information Fund· Columbia Funds Series Trust II | Non-compliant | 85 | 92% |
| SCIEX | Hartford Schroders International Stock Fund· HARTFORD MUTUAL FUNDS II, INC | Non-compliant | 49 | 97% |
| SCIIX | Virtus SGA International Growth Fund· Virtus Asset Trust | Non-compliant | 34 | 96% |
| SCIJX | Hartford Schroders International Stock Fund· HARTFORD MUTUAL FUNDS II, INC | Non-compliant | 50 | 97% |
| SCINX | DWS CROCI (R) International Fund· DEUTSCHE DWS INTERNATIONAL FUND, INC. | Non-compliant | 83 | 94% |
| SCIO | First Trust Structured Credit Income Opportunities ETF· First Trust Exchange-Traded Fund IV | Non-compliant | 441 | 17% |
| SCIRX | Columbia Seligman Technology and Information Fund· Columbia Funds Series Trust II | Non-compliant | 85 | 92% |
| SCIUX | Invesco Income Advantage U.S. Fund· AIM Counselor Series Trust (Invesco Counselor Series Trust) | Non-compliant | 367 | 81% |
| SCIZX | Virtus SGA International Growth Fund· Virtus Asset Trust | Non-compliant | 34 | 96% |
| SCJ | iShares MSCI Japan Small-Cap ETF· iShares, Inc. | Non-compliant | 784 | 86% |
| SCJAX | Steward Covered Call Income Fund· Steward Funds Inc | Non-compliant | 185 | 93% |
| SCJCX | Steward Covered Call Income Fund· Steward Funds Inc | Non-compliant | 185 | 93% |
| SCJIX | Steward Covered Call Income Fund· Steward Funds Inc | Non-compliant | 185 | 93% |
| SCJKX | Steward Covered Call Income Fund· Steward Funds Inc | Non-compliant | 185 | 93% |
| SCLAX | SIMT Multi-Asset Capital Stability Fund· SEI INSTITUTIONAL MANAGED TRUST | Non-compliant | 122 | 67% |
| SCLZ | Swan Enhanced Dividend Income ETF· NORTHERN LIGHTS FUND TRUST III | Non-compliant | 101 | 92% |
| SCMGX | Sands Capital Global Growth Fund· ADVISORS' INNER CIRCLE FUND | Non-compliant | 37 | 92% |
| SCMIX | Columbia Seligman Technology and Information Fund· Columbia Funds Series Trust II | Non-compliant | 85 | 92% |
| SCNSX | Allspring Common Stock Fund· ALLSPRING FUNDS TRUST | Non-compliant | 102 | 90% |
| SCNUX | Invesco Income Advantage U.S. Fund· AIM Counselor Series Trust (Invesco Counselor Series Trust) | Non-compliant | 367 | 81% |
| SCOAX | SIIT CORE FIXED INCOME FUND· SEI INSTITUTIONAL INVESTMENTS TRUST | Non-compliant | 3,286 | 68% |
| SCOBX | DWS International Opportunities Fund· DEUTSCHE DWS GLOBAL/INTERNATIONAL FUND, INC. | Non-compliant | 85 | 95% |
| SCORX | Saturna Core Fund· SATURNA INVESTMENT TRUST | Non-compliant | 91 | 88% |
| SCOW | Pacer S&P SmallCap 600 Quality FCF Aristocrats ETF· Pacer Funds Trust | Non-compliant | 81 | 87% |
| SCPAX | SIIT LARGE CAP DISCIPLINED EQUITY FUND· SEI INSTITUTIONAL INVESTMENTS TRUST | Non-compliant | 381 | 94% |
| SCPDX | Carillon Reams Core Plus Bond Fund· Carillon Series Trust | Non-compliant | 290 | 51% |
| SCPEX | Carillon Reams Core Plus Bond Fund· Carillon Series Trust | Non-compliant | 290 | 51% |
| SCPWX | Carillon Reams Core Plus Bond Fund· Carillon Series Trust | Non-compliant | 290 | 51% |
| SCPZX | Carillon Reams Core Plus Bond Fund· Carillon Series Trust | Non-compliant | 290 | 51% |
| SCQGX | DWS Large Cap Focus Growth Fund· DEUTSCHE DWS INVESTMENT TRUST | Non-compliant | 55 | 96% |
| SCREX | Sterling Capital Real Estate Fund· Sterling Capital Funds | Non-compliant | 33 | 82% |
| SCRLX | Touchstone Strategic Trust-Touchstone Large Cap Focused Fund· Touchstone Strategic Trust | Non-compliant | 47 | 99% |
| SCRSX | Small Cap Core Portfolio· Bernstein Fund Inc | Non-compliant | 269 | 74% |
| SCRUX | Invesco Income Advantage U.S. Fund· AIM Counselor Series Trust (Invesco Counselor Series Trust) | Non-compliant | 367 | 81% |
| SCRYX | Small Cap Core Portfolio· Bernstein Fund Inc | Non-compliant | 269 | 74% |
| SCRZX | Small Cap Core Portfolio· Bernstein Fund Inc | Non-compliant | 269 | 74% |
| SCSAX | Allspring Common Stock Fund· ALLSPRING FUNDS TRUST | Non-compliant | 102 | 90% |
| SCSBX | DWS Total Return Bond Fund· DEUTSCHE DWS PORTFOLIO TRUST | Non-compliant | 332 | 53% |
| SCSCX | Touchstone Strategic Trust-Touchstone Large Cap Focused Fund· Touchstone Strategic Trust | Non-compliant | 47 | 99% |
| SCSDX | Allspring Common Stock Fund· ALLSPRING FUNDS TRUST | Non-compliant | 102 | 90% |
| SCSIX | Sterling Capital Small Cap Value Fund· Sterling Capital Funds | Non-compliant | 46 | 82% |
| SCSMX | ClearBridge Small Cap Growth Fund· Legg Mason Partners Investment Trust | Non-compliant | 100 | 83% |
| SCSPX | Sterling Capital Quality Income Fund· Sterling Capital Funds | Non-compliant | 222 | 60% |
| SCSRX | Allspring Common Stock Fund· ALLSPRING FUNDS TRUST | Non-compliant | 102 | 90% |
| SCSSX | Sterling Capital Quality Income Fund· Sterling Capital Funds | Non-compliant | 222 | 60% |
| SCSTX | Sterling Capital Quality Income Fund· Sterling Capital Funds | Non-compliant | 222 | 60% |
| SCUIX | Hartford Schroders US Small Cap Opportunities Fund· HARTFORD MUTUAL FUNDS II, INC | Non-compliant | 82 | 87% |
| SCURX | Hartford Schroders US Small Cap Opportunities Fund· HARTFORD MUTUAL FUNDS II, INC | Non-compliant | 82 | 87% |
| SCUS | Schwab Ultra-Short Income ETF· SCHWAB STRATEGIC TRUST | Non-compliant | 154 | 29% |
| SCUVX | Hartford Schroders US Small Cap Opportunities Fund· HARTFORD MUTUAL FUNDS II, INC | Non-compliant | 82 | 87% |
| SCVEX | Hartford Schroders International Stock Fund· HARTFORD MUTUAL FUNDS II, INC | Non-compliant | 49 | 97% |
| SCWCX | SMALLCAP World Fund Inc | Non-compliant | 862 | 80% |
| SCWFX | SMALLCAP World Fund Inc | Non-compliant | 862 | 80% |
| SCXIX | SIMT Core Fixed Income Fund· SEI INSTITUTIONAL MANAGED TRUST | Non-compliant | 3,149 | 69% |
| SCYB | Schwab High Yield Bond ETF· SCHWAB STRATEGIC TRUST | Non-compliant | 1,835 | 28% |
| SCYVX | AB Small Cap Value Portfolio· AB CAP FUND, INC. | Non-compliant | 108 | 75% |
| SCZ | iShares MSCI EAFE Small-Cap ETF· iShares Trust | Non-compliant | 2,075 | 80% |
| SDCP | Virtus Newfleet Short Duration Core Plus Bond ETF· Virtus ETF Trust II | Non-compliant | 343 | 33% |
| SDEM | Global X MSCI SuperDividend Emerging Markets ETF· GLOBAL X FUNDS | Non-compliant | 62 | 67% |
| SDFSX | Sit Small Cap Dividend Growth Fund· SIT MUTUAL FUNDS INC | Non-compliant | 93 | 82% |
| SDG | iShares MSCI Global Sustainable Development Goals ETF· iShares Trust | Non-compliant | 144 | 91% |
| SDGAX | DWS Capital Growth Fund· DEUTSCHE DWS INVESTMENT TRUST | Non-compliant | 73 | 95% |
| SDGCX | DWS Capital Growth Fund· DEUTSCHE DWS INVESTMENT TRUST | Non-compliant | 73 | 95% |
| SDGIX | BNY Mellon Global Fixed Income Fund· BNY Mellon Investment Funds I | Non-compliant | 535 | 57% |
| SDGTX | DWS Capital Growth Fund· DEUTSCHE DWS INVESTMENT TRUST | Non-compliant | 73 | 95% |
| SDGZX | DWS Capital Growth Fund· DEUTSCHE DWS INVESTMENT TRUST | Non-compliant | 73 | 95% |
| SDHY | PGIM Short Duration High Yield Opportunities Fund | Non-compliant | 604 | 33% |
| SDICX | Guggenheim Core Bond Fund· Guggenheim Funds Trust | Non-compliant | 1,154 | 56% |
| SDIV | Global X SuperDividend ETF· GLOBAL X FUNDS | Non-compliant | 122 | 64% |
| SDLAX | SIIT DYNAMIC ASSET ALLOCATION FUND· SEI INSTITUTIONAL INVESTMENTS TRUST | Non-compliant | 535 | 69% |
| SDMAX | PGIM Short Duration Multi-Sector Bond Fund· Prudential Investment Portfolios, Inc. 17 | Non-compliant | 1,382 | 49% |
| SDMCX | PGIM Short Duration Multi-Sector Bond Fund· Prudential Investment Portfolios, Inc. 17 | Non-compliant | 1,382 | 49% |
| SDMF | Simplify DBi CTA Managed Futures Index ETF· Simplify Exchange Traded Funds | Non-compliant | 35 | 99% |
| SDMGX | Sit Developing Markets Growth Fund· SIT MUTUAL FUNDS INC | Non-compliant | 45 | 93% |
| SDMQX | PGIM Short Duration Multi-Sector Bond Fund· Prudential Investment Portfolios, Inc. 17 | Non-compliant | 1,382 | 49% |
| SDMZX | PGIM Short Duration Multi-Sector Bond Fund· Prudential Investment Portfolios, Inc. 17 | Non-compliant | 1,382 | 49% |
| SDOG | ALPS Sector Dividend Dogs ETF· ALPS ETF TRUST | Non-compliant | 52 | 96% |
| SDSAX | Western Asset Income Fund· Legg Mason Partners Income Trust | Non-compliant | 577 | 20% |
| SDSCX | BNY Mellon Small/Mid Cap Growth Fund· BNY Mellon Investment Funds I | Non-compliant | 76 | 88% |
| SDSI | American Century Short Duration Strategic Income ETF· American Century ETF Trust | Non-compliant | 388 | 42% |
| SDSIX | Western Asset Income Fund· Legg Mason Partners Income Trust | Non-compliant | 577 | 20% |
| SDSYX | Western Asset Income Fund· Legg Mason Partners Income Trust | Non-compliant | 577 | 20% |
| SDVD | FT Vest SMID Rising Dividend Achievers Target Income ETF· First Trust Exchange-Traded Fund IV | Non-compliant | 175 | 93% |
| SDVGX | Sit Dividend Growth Fund· SIT MUTUAL FUNDS INC | Non-compliant | 78 | 95% |
| SDVRX | PGIM Quant Solutions Mid-Cap Value Fund· Prudential Investment Portfolios, Inc. 10 | Non-compliant | 256 | 93% |
| SDVSX | Sit Dividend Growth Fund· SIT MUTUAL FUNDS INC | Non-compliant | 78 | 95% |
| SDVY | First Trust SMID Cap Rising Dividend Achievers ETF· First Trust Exchange-Traded Fund VI | Non-compliant | 174 | 92% |
| SDY | State Street(R) SPDR(R) S&P(R) Dividend ETF· SPDR SERIES TRUST | Non-compliant | 160 | 94% |
| SDYAX | SIMT Dynamic Asset Allocation Fund· SEI INSTITUTIONAL MANAGED TRUST | Non-compliant | 527 | 67% |
| SDYYX | SIMT Dynamic Asset Allocation Fund· SEI INSTITUTIONAL MANAGED TRUST | Non-compliant | 527 | 67% |
| SEA | U.S. Global Sea to Sky Cargo ETF· ETF Series Solutions | Non-compliant | 31 | 70% |
| SEAAX | Steward Select Bond Fund· Steward Funds Inc | Non-compliant | 149 | 92% |
| SEABX | Steward Select Bond Fund· Steward Funds Inc | Non-compliant | 149 | 92% |
30,325 funds · page 151 of 304