30,379 funds screened by look-through to their filed holdings
Browse
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
- 18,542
- Compliant
- 276
- Could not be decided
- 11,837
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 |
|---|---|---|---|---|
| SIDCX | SIIT INTERMEDIATE DURATION CREDIT FUND· SEI INSTITUTIONAL INVESTMENTS TRUST | Non-compliant | 1,079 | 56% |
| SIDNX | Hartford Schroders International Multi-Cap Value Fund· HARTFORD MUTUAL FUNDS II, INC | Non-compliant | 489 | 96% |
| SIDRX | Hartford Schroders International Multi-Cap Value Fund· HARTFORD MUTUAL FUNDS II, INC | Non-compliant | 489 | 96% |
| SIDVX | Hartford Schroders International Multi-Cap Value Fund· HARTFORD MUTUAL FUNDS II, INC | Non-compliant | 489 | 96% |
| SIECX | Saratoga International Equity Portfolio· SARATOGA ADVANTAGE TRUST | Non-compliant | 44 | 86% |
| SIEMX | SIT Emerging Markets Equity Fund· SEI INSTITUTIONAL INTERNATIONAL TRUST | Non-compliant | 515 | 81% |
| SIEPX | Saratoga International Equity Portfolio· SARATOGA ADVANTAGE TRUST | Non-compliant | 44 | 86% |
| SIEYX | Saratoga International Equity Portfolio· SARATOGA ADVANTAGE TRUST | Non-compliant | 44 | 86% |
| SIFFX | Victory Pioneer Securitized Income Fund· Victory Portfolios IV | Non-compliant | 330 | 29% |
| SIFI | Harbor Ares Systematic Multi-Sector Income ETF· Harbor ETF Trust | Non-compliant | 186 | 56% |
| SIFZX | Saturna International Fund· SATURNA INVESTMENT TRUST | Non-compliant | 38 | 90% |
| SIGAX | Western Asset Corporate Bond Fund· Legg Mason Partners Income Trust | Non-compliant | 626 | 50% |
| SIGIX | Seafarer Overseas Growth and Income Fund· FINANCIAL INVESTORS TRUST | Non-compliant | 55 | 78% |
| SIGVX | Virtus Seix U.S. Government Securities Ultra-Short Bond Fund· Virtus Asset Trust | Non-compliant | 167 | 90% |
| SIGWX | Touchstone Strategic Trust-Touchstone Small Company Fund· Touchstone Strategic Trust | Non-compliant | 73 | 89% |
| SIGYX | Western Asset Corporate Bond Fund· Legg Mason Partners Income Trust | Non-compliant | 626 | 50% |
| SIGZX | Virtus Seix U.S. Government Securities Ultra-Short Bond Fund· Virtus Asset Trust | Non-compliant | 167 | 90% |
| SIHAX | Guggenheim High Yield Fund· Guggenheim Funds Trust | Non-compliant | 323 | 23% |
| SIHPX | Guggenheim High Yield Fund· Guggenheim Funds Trust | Non-compliant | 323 | 23% |
| SIHSX | Guggenheim High Yield Fund· Guggenheim Funds Trust | Non-compliant | 323 | 23% |
| SIHY | Harbor Ares Systematic High Yield ETF· Harbor ETF Trust | Non-compliant | 226 | 42% |
| SIIAX | AlphaCentric Real Income Fund· MUTUAL FUND SERIES TRUST | Non-compliant | 83 | 39% |
| SIICX | AlphaCentric Real Income Fund· MUTUAL FUND SERIES TRUST | Non-compliant | 83 | 39% |
| SIIDX | Bernstein Intermediate Duration Institutional Portfolio· BERNSTEIN SANFORD C FUND II INC | Non-compliant | 598 | 76% |
| SIIEX | Touchstone Strategic Trust-Touchstone International Value Fund· Touchstone Strategic Trust | Non-compliant | 89 | 87% |
| SIIIX | AlphaCentric Real Income Fund· MUTUAL FUND SERIES TRUST | Non-compliant | 83 | 39% |
| SIL | Global X Silver Miners ETF· GLOBAL X FUNDS | Non-compliant | 50 | 90% |
| SILLX | Franklin Global Equity Fund· Legg Mason Partners Investment Trust | Non-compliant | 137 | 96% |
| SILVX | SGI U.S. Large Cap Equity Fund· RBB Fund, Inc. | Non-compliant | 101 | 92% |
| SIMS | State Street(R) SPDR(R) S&P Kensho Intelligent Structures ETF· SPDR SERIES TRUST | Non-compliant | 57 | 80% |
| SIMYX | SIMT Tax-Managed International Managed Volatility Fund· SEI INSTITUTIONAL MANAGED TRUST | Non-compliant | 582 | 89% |
| SINAX | ClearBridge Large Cap Value Fund· Legg Mason Partners Investment Trust | Non-compliant | 57 | 95% |
| SINCX | Federated Hermes Strategic Income Fund· Federated Hermes Fixed Income Securities, Inc. | Non-compliant | 294 | 18% |
| SINLX | Western Asset Intermediate Maturity New York Municipals Fund· Legg Mason Partners Income Trust | Non-compliant | 96 | 6% |
| SINOX | ClearBridge Large Cap Value Fund· Legg Mason Partners Investment Trust | Non-compliant | 57 | 95% |
| SIO | Touchstone ETF Trust-Touchstone Strategic Income ETF· Touchstone ETF Trust | Non-compliant | 219 | 50% |
| SIPIX | SIMT Mid-Cap Fund· SEI INSTITUTIONAL MANAGED TRUST | Non-compliant | 353 | 92% |
| SISEX | Shelton International Select Equity Fund· SCM Trust | Non-compliant | 98 | 90% |
| SISLX | Shelton International Select Equity Fund· SCM Trust | Non-compliant | 98 | 90% |
| SIUPX | Guggenheim Core Bond Fund· Guggenheim Funds Trust | Non-compliant | 1,154 | 56% |
| SIUSX | Guggenheim Core Bond Fund· Guggenheim Funds Trust | Non-compliant | 1,154 | 56% |
| SIVIX | State Street Institutional Small-Cap Equity Fund· STATE STREET INSTITUTIONAL FUNDS | Non-compliant | 351 | 81% |
| SIVLX | Seafarer Overseas Value Fund· FINANCIAL INVESTORS TRUST | Non-compliant | 42 | 81% |
| SIXA | ETC 6 Meridian Mega Cap Equity ETF· EXCHANGE TRADED CONCEPTS TRUST | Non-compliant | 50 | 100% |
| SIXH | ETC 6 Meridian Hedged Equity-Index Option Strategy ETF· EXCHANGE TRADED CONCEPTS TRUST | Non-compliant | 53 | 93% |
| SIXL | ETC 6 Meridian Low Beta Equity Strategy ETF· EXCHANGE TRADED CONCEPTS TRUST | Non-compliant | 241 | 87% |
| SIXS | ETC 6 Meridian Small Cap Equity ETF· EXCHANGE TRADED CONCEPTS TRUST | Non-compliant | 84 | 79% |
| SIYYX | SIMT High Yield Bond Fund· SEI INSTITUTIONAL MANAGED TRUST | Non-compliant | 1,388 | 26% |
| SIZE | iShares MSCI USA Size Factor ETF· iShares Trust | Non-compliant | 531 | 95% |
| SJCAX | Steward Large Cap Core Fund· Steward Funds Inc | Non-compliant | 85 | 93% |
| SJCCX | Steward Large Cap Core Fund· Steward Funds Inc | Non-compliant | 85 | 93% |
| SJCIX | Steward Large Cap Core Fund· Steward Funds Inc | Non-compliant | 85 | 93% |
| SJCP | SanJac Alpha Core Plus Bond ETF· Manager Directed Portfolios | Non-compliant | 20 | 46% |
| SJCRX | Steward Large Cap Core Fund· Steward Funds Inc | Non-compliant | 85 | 93% |
| SJGAX | Steward Large Cap Growth Fund· Steward Funds Inc | Non-compliant | 65 | 99% |
| SJGCX | Steward Large Cap Growth Fund· Steward Funds Inc | Non-compliant | 65 | 99% |
| SJGIX | Steward Large Cap Growth Fund· Steward Funds Inc | Non-compliant | 65 | 99% |
| SJGRX | Steward Large Cap Growth Fund· Steward Funds Inc | Non-compliant | 65 | 99% |
| SJLD | SanJac Alpha Low Duration ETF· Manager Directed Portfolios | Non-compliant | 11 | 69% |
| SJNK | State Street(R) SPDR Bloomberg Short Term High Yield Bond ETF· SPDR SERIES TRUST | Non-compliant | 1,162 | 26% |
| SJVAX | Steward Large Cap Value Fund· Steward Funds Inc | Non-compliant | 89 | 93% |
| SJVCX | Steward Large Cap Value Fund· Steward Funds Inc | Non-compliant | 89 | 93% |
| SJVIX | Steward Large Cap Value Fund· Steward Funds Inc | Non-compliant | 89 | 93% |
| SJVRX | Steward Large Cap Value Fund· Steward Funds Inc | Non-compliant | 89 | 93% |
| SKCRX | DWS Enhanced Commodity Strategy Fund· DEUTSCHE DWS SECURITIES TRUST | Non-compliant | 293 | 54% |
| SKIRX | DWS Enhanced Commodity Strategy Fund· DEUTSCHE DWS SECURITIES TRUST | Non-compliant | 293 | 54% |
| SKNRX | DWS Enhanced Commodity Strategy Fund· DEUTSCHE DWS SECURITIES TRUST | Non-compliant | 293 | 54% |
| SKOR | FlexShares Credit-Scored US Corporate Bond Index Fund· FlexShares Trust | Non-compliant | 1,656 | 66% |
| SKRRX | DWS Enhanced Commodity Strategy Fund· DEUTSCHE DWS SECURITIES TRUST | Non-compliant | 293 | 54% |
| SKSEX | AMG GW&K Small Cap Value Fund· AMG Funds | Non-compliant | 79 | 81% |
| SKSIX | AMG GW&K Small Cap Value Fund· AMG Funds | Non-compliant | 79 | 81% |
| SKSRX | DWS Enhanced Commodity Strategy Fund· DEUTSCHE DWS SECURITIES TRUST | Non-compliant | 293 | 54% |
| SKSZX | AMG GW&K Small Cap Value Fund· AMG Funds | Non-compliant | 79 | 81% |
| SKYU | ProShares Ultra Nasdaq Cloud Computing· ProShares Trust | Non-compliant | 70 | 65% |
| SKYY | First Trust Cloud Computing ETF· First Trust Exchange-Traded Fund II | Non-compliant | 65 | 93% |
| SLADX | Selected American Shares· SELECTED AMERICAN SHARES INC | Non-compliant | 45 | 78% |
| SLAFX | DWS Latin America Equity Fund· DEUTSCHE DWS INTERNATIONAL FUND, INC. | Non-compliant | 66 | 73% |
| SLANX | DWS Latin America Equity Fund· DEUTSCHE DWS INTERNATIONAL FUND, INC. | Non-compliant | 66 | 73% |
| SLAPX | DWS Latin America Equity Fund· DEUTSCHE DWS INTERNATIONAL FUND, INC. | Non-compliant | 66 | 73% |
| SLARX | DWS Latin America Equity Fund· DEUTSCHE DWS INTERNATIONAL FUND, INC. | Non-compliant | 66 | 73% |
| SLASX | Selected American Shares· SELECTED AMERICAN SHARES INC | Non-compliant | 45 | 78% |
| SLCAX | SIIT LARGE CAP FUND· SEI INSTITUTIONAL INVESTMENTS TRUST | Non-compliant | 444 | 93% |
| SLCCX | ClearBridge Large Cap Growth Fund· Legg Mason Partners Investment Trust | Non-compliant | 42 | 87% |
| SLCGX | Saratoga Large Capitalization Growth Portfolio· SARATOGA ADVANTAGE TRUST | Non-compliant | 57 | 99% |
| SLCVX | Saratoga Large Capitalization Value Portfolio· SARATOGA ADVANTAGE TRUST | Non-compliant | 23 | 93% |
| SLDAX | SIIT LONG DURATION CREDIT BOND FUND· SEI INSTITUTIONAL INVESTMENTS TRUST | Non-compliant | 1,549 | 55% |
| SLDBX | SIIT LIMITED DURATION BOND FUND· SEI INSTITUTIONAL INVESTMENTS TRUST | Non-compliant | 473 | 47% |
| SLDR | Global X Short-Term Treasury Ladder ETF· GLOBAL X FUNDS | Non-compliant | 82 | 100% |
| SLGAX | SIMT Large Cap Fund· SEI INSTITUTIONAL MANAGED TRUST | Non-compliant | 324 | 95% |
| SLGCX | Saratoga Large Capitalization Growth Portfolio· SARATOGA ADVANTAGE TRUST | Non-compliant | 57 | 99% |
| SLGFX | SIMT LARGE CAP INDEX FUND· SEI INSTITUTIONAL MANAGED TRUST | Non-compliant | 1,030 | 95% |
| SLGYX | Saratoga Large Capitalization Growth Portfolio· SARATOGA ADVANTAGE TRUST | Non-compliant | 57 | 99% |
| SLLAX | SIMT Small Cap Fund· SEI INSTITUTIONAL MANAGED TRUST | Non-compliant | 715 | 84% |
| SLMCX | Columbia Seligman Technology and Information Fund· Columbia Funds Series Trust II | Non-compliant | 85 | 92% |
| SLPAX | SIIT SMALL CAP FUND· SEI INSTITUTIONAL INVESTMENTS TRUST | Non-compliant | 553 | 81% |
| SLPIX | SMALL-CAP PROFUND· ProFunds | Non-compliant | 1,971 | 25% |
| SLPSX | SMALL-CAP PROFUND· ProFunds | Non-compliant | 1,971 | 25% |
| SLQD | iShares 0-5 Year Investment Grade Corporate Bond ETF· iShares Trust | Non-compliant | 3,054 | 63% |
| SLRYX | SIMT Large Cap Growth Fund· SEI INSTITUTIONAL MANAGED TRUST | Non-compliant | 272 | 95% |
| SLSDX | Selected International Fund· SELECTED INTERNATIONAL FUND, INC | Non-compliant | 27 | 72% |
30,379 funds · page 154 of 304