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 |
|---|---|---|---|---|
| SQBIX | X-Square Balanced Fund· X-SQUARE BALANCED FUND | Non-compliant | 91 | 99% |
| SQCBX | X-Square Balanced Fund· X-SQUARE BALANCED FUND | Non-compliant | 91 | 99% |
| SQIFX | Sit Quality Income Fund· SIT MUTUAL FUNDS II INC | Non-compliant | 174 | 59% |
| SQIYX | Sit Quality Income Fund· SIT MUTUAL FUNDS II INC | Non-compliant | 174 | 59% |
| SQLT | iShares MSCI USA Small-Cap Quality Factor ETF· iShares Trust | Non-compliant | 491 | 89% |
| SQLV | Royce Quant Small-Cap Quality Value ETF· Legg Mason ETF Investment Trust | Non-compliant | 322 | 81% |
| SQS | Sapient Quality Select ETF· EA Series Trust | Non-compliant | 39 | 98% |
| SRAAX | SIMT Real Return Fund· SEI INSTITUTIONAL MANAGED TRUST | Non-compliant | 21 | 100% |
| SRBAX | Columbia Total Return Bond Fund· COLUMBIA FUNDS SERIES TRUST I | Non-compliant | 1,207 | 48% |
| SRBFX | Columbia Total Return Bond Fund· COLUMBIA FUNDS SERIES TRUST I | Non-compliant | 1,207 | 48% |
| SRBRX | Federated Hermes Short-Intermediate Total Return Bond Fund· Federated Hermes Institutional Trust | Non-compliant | 171 | 68% |
| SRDAX | Stone Ridge Diversified Alternatives Fund· Stone Ridge Trust | Non-compliant | 7,932 | 31% |
| SRDBX | Stone Ridge Diversified Alternatives Fund· Stone Ridge Trust | Non-compliant | 7,932 | 31% |
| SREAX | PGIM Select Real Estate Fund· Prudential Investment Portfolios 9 | Non-compliant | 50 | 79% |
| SRECX | PGIM Select Real Estate Fund· Prudential Investment Portfolios 9 | Non-compliant | 50 | 79% |
| SREQX | PGIM Select Real Estate Fund· Prudential Investment Portfolios 9 | Non-compliant | 50 | 79% |
| SRET | Global X SuperDividend REIT ETF· GLOBAL X FUNDS | Non-compliant | 30 | 60% |
| SREYX | SIMT Real Estate Fund· SEI INSTITUTIONAL MANAGED TRUST | Non-compliant | 61 | 87% |
| SREZX | PGIM Select Real Estate Fund· Prudential Investment Portfolios 9 | Non-compliant | 50 | 79% |
| SRFMX | Sarofim Equity Fund· ADVISORS' INNER CIRCLE FUND | Non-compliant | 43 | 98% |
| SRHQ | SRH U.S. Quality GARP ETF· Elevation Series Trust | Non-compliant | 81 | 91% |
| SRHQX | Short-Term Income Fund· Principal Funds, Inc | Non-compliant | 466 | 43% |
| SRHR | SRH REIT Covered Call ETF· Elevation Series Trust | Non-compliant | 37 | 56% |
| SRIAX | Gabelli SRI Fund, Inc. | Non-compliant | 129 | 88% |
| SRICX | Gabelli SRI Fund, Inc. | Non-compliant | 129 | 88% |
| SRIDX | Gabelli SRI Fund, Inc. | Non-compliant | 129 | 88% |
| SRIGX | Gabelli SRI Fund, Inc. | Non-compliant | 129 | 88% |
| SRIJX | Columbia Select Corporate Income Fund· COLUMBIA FUNDS SERIES TRUST I | Non-compliant | 732 | 55% |
| SRINX | Columbia Select Corporate Income Fund· COLUMBIA FUNDS SERIES TRUST I | Non-compliant | 732 | 55% |
| SRLN | State Street(R) Blackstone Senior Loan ETF· SSGA Active Trust | Non-compliant | 797 | 7% |
| SRV | NXG Cushing Midstream Energy Fund | Non-compliant | 66 | 89% |
| SRVEX | Victory Diversified Stock Fund· Victory Portfolios | Non-compliant | 114 | 98% |
| SRVR | Pacer Data & Infrastructure Real Estate ETF· Pacer Funds Trust | Non-compliant | 67 | 85% |
| SRYRX | SIMT Real Return Fund· SEI INSTITUTIONAL MANAGED TRUST | Non-compliant | 21 | 100% |
| SSAFX | State Street Aggregate Bond Index Portfolio· STATE STREET INSTITUTIONAL INVESTMENT TRUST | Non-compliant | 6,800 | 84% |
| SSAGX | Virtus Seix U.S. Government Securities Ultra-Short Bond Fund· Virtus Asset Trust | Non-compliant | 167 | 90% |
| SSAIX | State Street International Stock Selection Fund· SSGA FUNDS | Non-compliant | 196 | 92% |
| SSAQX | State Street U.S. Core Equity Fund· STATE STREET INSTITUTIONAL INVESTMENT TRUST | Non-compliant | 100 | 96% |
| SSASX | State Street Income Fund· STATE STREET INSTITUTIONAL INVESTMENT TRUST | Non-compliant | 1,190 | 62% |
| SSBIX | State Street Balanced Index Fund· STATE STREET INSTITUTIONAL INVESTMENT TRUST | Non-compliant | 2,496 | 61% |
| SSCCX | Saratoga Small Capitalization Portfolio· SARATOGA ADVANTAGE TRUST | Non-compliant | 103 | 87% |
| SSCDX | Sit Small Cap Dividend Growth Fund· SIT MUTUAL FUNDS INC | Non-compliant | 93 | 82% |
| SSCGX | SIMT Small Cap Growth Fund· SEI INSTITUTIONAL MANAGED TRUST | Non-compliant | 235 | 90% |
| SSCOX | Touchstone Strategic Trust-Touchstone Small Company Fund· Touchstone Strategic Trust | Non-compliant | 73 | 89% |
| SSCP | SMART Small Cap ETF· Tidal Trust I | Non-compliant | 33 | 81% |
| SSCPX | Saratoga Small Capitalization Portfolio· SARATOGA ADVANTAGE TRUST | Non-compliant | 103 | 87% |
| SSCVX | Columbia Select Small Cap Value Fund· Columbia Funds Series Trust II | Non-compliant | 58 | 91% |
| SSCYX | Saratoga Small Capitalization Portfolio· SARATOGA ADVANTAGE TRUST | Non-compliant | 103 | 87% |
| SSDAX | DWS Small Cap Growth Fund· DEUTSCHE DWS INVESTMENT TRUST | Non-compliant | 136 | 74% |
| SSDCX | DWS Small Cap Growth Fund· DEUTSCHE DWS INVESTMENT TRUST | Non-compliant | 136 | 74% |
| SSDIX | DWS Small Cap Growth Fund· DEUTSCHE DWS INVESTMENT TRUST | Non-compliant | 136 | 74% |
| SSDSX | DWS Small Cap Growth Fund· DEUTSCHE DWS INVESTMENT TRUST | Non-compliant | 136 | 74% |
| SSDZX | DWS Small Cap Growth Fund· DEUTSCHE DWS INVESTMENT TRUST | Non-compliant | 136 | 74% |
| SSEAX | SIIT SCREENED WORLD EQUITY EX-US FUND· SEI INSTITUTIONAL INVESTMENTS TRUST | Non-compliant | 894 | 82% |
| SSEFX | SouthernSun U.S. Equity Fund· ADVISORS' INNER CIRCLE III | Non-compliant | 24 | 84% |
| SSEIX | SouthernSun U.S. Equity Fund· ADVISORS' INNER CIRCLE III | Non-compliant | 24 | 84% |
| SSEYX | State Street Equity 500 Index II Portfolio· STATE STREET INSTITUTIONAL INVESTMENT TRUST | Non-compliant | 507 | 96% |
| SSGFX | Saturna Growth Fund· SATURNA INVESTMENT TRUST | Non-compliant | 27 | 95% |
| SSGSX | Victory Sycamore Small Company Opportunity Fund· Victory Portfolios | Non-compliant | 105 | 79% |
| SSGVX | State Street Global All Cap Equity ex-U.S. Index Portfolio· STATE STREET INSTITUTIONAL INVESTMENT TRUST | Non-compliant | 5,635 | 90% |
| SSHFX | SOUND SHORE FUND· SOUND SHORE FUND, INC. | Non-compliant | 40 | 91% |
| SSHIX | Allspring Short-Term Bond Plus Fund· ALLSPRING FUNDS TRUST | Non-compliant | 384 | 47% |
| SSHVX | SOUND SHORE FUND· SOUND SHORE FUND, INC. | Non-compliant | 40 | 91% |
| SSIAX | 1919 Socially Responsive Balanced Fund· Advisor Managed Portfolios | Non-compliant | 209 | 94% |
| SSIFX | Saturna International Fund· SATURNA INVESTMENT TRUST | Non-compliant | 38 | 90% |
| SSILX | State Street International Stock Selection Fund· SSGA FUNDS | Non-compliant | 196 | 92% |
| SSIMX | State Street Income V.I.S. Fund· STATE STREET VARIABLE INSURANCE SERIES FUNDS INC | Non-compliant | 832 | 63% |
| SSIPX | State Street International Stock Selection Fund· SSGA FUNDS | Non-compliant | 196 | 92% |
| SSIQX | State Street International Stock Selection Fund· SSGA FUNDS | Non-compliant | 196 | 92% |
| SSJEX | STATE STREET EMERGING MARKETS EQUITY INDEX FUND· STATE STREET INSTITUTIONAL INVESTMENT TRUST | Non-compliant | 1,105 | 84% |
| SSKEX | STATE STREET EMERGING MARKETS EQUITY INDEX FUND· STATE STREET INSTITUTIONAL INVESTMENT TRUST | Non-compliant | 1,105 | 84% |
| SSLCX | DWS Small Cap Core Fund· DEUTSCHE DWS INVESTMENT TRUST | Non-compliant | 99 | 80% |
| SSLEX | STATE STREET EMERGING MARKETS EQUITY INDEX FUND· STATE STREET INSTITUTIONAL INVESTMENT TRUST | Non-compliant | 1,105 | 84% |
| SSMAX | SIIT SMALL/MID CAP FUND· SEI INSTITUTIONAL INVESTMENTS TRUST | Non-compliant | 458 | 85% |
| SSMEX | Steward Values Enhanced Small-Mid Cap Fund· Steward Funds Inc | Non-compliant | 827 | 86% |
| SSMG | Virtus Silvant Small/Mid Growth ETF· Virtus ETF Trust II | Non-compliant | 82 | 95% |
| SSMGX | Sit Small Cap Growth Fund· SIT MUTUAL FUNDS INC | Non-compliant | 87 | 89% |
| SSMHX | STATE STREET SMALL/MID CAP EQUITY INDEX PORTFOLIO· STATE STREET INSTITUTIONAL INVESTMENT TRUST | Non-compliant | 2,474 | 78% |
| SSMOX | Steward Values Enhanced Small-Mid Cap Fund· Steward Funds Inc | Non-compliant | 827 | 86% |
| SSO | ProShares Ultra S&P500· ProShares Trust | Non-compliant | 525 | 69% |
| SSPIX | SIMT S&P 500 Index Fund· SEI INSTITUTIONAL MANAGED TRUST | Non-compliant | 507 | 95% |
| SSPY | Stratified LargeCap Index ETF· Exchange Listed Funds Trust | Non-compliant | 507 | 96% |
| SSQSX | State Street Institutional Small-Cap Equity Fund· STATE STREET INSTITUTIONAL FUNDS | Non-compliant | 351 | 81% |
| SSRIX | SIMT Real Return Fund· SEI INSTITUTIONAL MANAGED TRUST | Non-compliant | 21 | 100% |
| SSRRX | Touchstone Strategic Trust-Touchstone Small Company Fund· Touchstone Strategic Trust | Non-compliant | 73 | 89% |
| SSRSX | State Street Real Estate Securities V.I.S. Fund· STATE STREET VARIABLE INSURANCE SERIES FUNDS INC | Non-compliant | 57 | 86% |
| SSS | Cyber Hornet S&P 500 & Solana 75/25 Strategy ETF· Cyber Hornet Trust | Non-compliant | 450 | 84% |
| SSSEX | State Street Small-Cap Equity V.I.S. Fund· STATE STREET VARIABLE INSURANCE SERIES FUNDS INC | Non-compliant | 351 | 82% |
| SSSFX | SouthernSun Small Cap Fund· ADVISORS' INNER CIRCLE III | Non-compliant | 22 | 82% |
| SSSGX | Touchstone Funds Group Trust-Touchstone Ultra Short Duration Fixed Income Fund· Touchstone Funds Group Trust | Non-compliant | 268 | 9% |
| SSSIX | SouthernSun Small Cap Fund· ADVISORS' INNER CIRCLE III | Non-compliant | 22 | 82% |
| SSSPX | State Street S&P 500 Index V.I.S. Fund· STATE STREET VARIABLE INSURANCE SERIES FUNDS INC | Non-compliant | 507 | 98% |
| SSTFX | Virtus KAR Capital Growth Fund· Virtus Equity Trust | Non-compliant | 29 | 98% |
| SSTHX | Allspring Short-Term High Income Fund· ALLSPRING FUNDS TRUST | Non-compliant | 194 | 37% |
| SSTIX | State Street Total Return V.I.S. Fund· STATE STREET VARIABLE INSURANCE SERIES FUNDS INC | Non-compliant | 4,731 | 61% |
| SSTLX | Western Asset Short-Term Bond Fund· Legg Mason Partners Income Trust | Non-compliant | 507 | 48% |
| SSTTX | State Street Total Return V.I.S. Fund· STATE STREET VARIABLE INSURANCE SERIES FUNDS INC | Non-compliant | 4,731 | 61% |
| SSTVX | Allspring Short-Term Bond Plus Fund· ALLSPRING FUNDS TRUST | Non-compliant | 384 | 47% |
| SSTYX | Allspring Short-Term Bond Plus Fund· ALLSPRING FUNDS TRUST | Non-compliant | 384 | 47% |
| SSUEX | STATE STREET EMERGING MARKETS EQUITY INDEX FUND· STATE STREET INSTITUTIONAL INVESTMENT TRUST | Non-compliant | 1,105 | 84% |
30,325 funds · page 157 of 304