30,354 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
- 30,354
- Reached a verdict
- 18,556
- Compliant
- 278
- Could not be decided
- 11,798
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 |
|---|---|---|---|---|
| AWAYX | AB Wealth Appreciation Strategy· AB PORTFOLIOS | Non-compliant | 80 | 62% |
| AWEG | Alger Weatherbie Enduring Growth ETF· Alger ETF Trust | Non-compliant | 25 | 89% |
| AWEIX | CIBC ATLAS DISCIPLINED EQUITY FUND· ADVISORS' INNER CIRCLE FUND | Non-compliant | 68 | 98% |
| AWEVX | CIBC ATLAS DISCIPLINED EQUITY FUND· ADVISORS' INNER CIRCLE FUND | Non-compliant | 68 | 98% |
| AWF | AllianceBernstein Global High Income Fund Inc | Non-compliant | 1,259 | 27% |
| AWGIX | CIBC ATLAS ALL CAP GROWTH FUND· ADVISORS' INNER CIRCLE FUND | Non-compliant | 28 | 97% |
| AWGVX | CIBC ATLAS ALL CAP GROWTH FUND· ADVISORS' INNER CIRCLE FUND | Non-compliant | 28 | 97% |
| AWIIX | CIBC ATLAS INCOME OPPORTUNITIES FUND· ADVISORS' INNER CIRCLE FUND | Non-compliant | 91 | 91% |
| AWIVX | CIBC ATLAS INCOME OPPORTUNITIES FUND· ADVISORS' INNER CIRCLE FUND | Non-compliant | 91 | 91% |
| AWMIX | CIBC ATLAS MID CAP EQUITY FUND· ADVISORS' INNER CIRCLE FUND | Non-compliant | 81 | 98% |
| AWMVX | CIBC ATLAS MID CAP EQUITY FUND· ADVISORS' INNER CIRCLE FUND | Non-compliant | 81 | 98% |
| AWP | abrdn Global Premier Properties Fund | Non-compliant | 55 | 92% |
| AWPAX | AB SUSTAINABLE INTERNATIONAL THEMATIC FUND INC | Non-compliant | 163 | 92% |
| AWPCX | AB SUSTAINABLE INTERNATIONAL THEMATIC FUND INC | Non-compliant | 163 | 92% |
| AWPIX | AB SUSTAINABLE INTERNATIONAL THEMATIC FUND INC | Non-compliant | 163 | 92% |
| AWPYX | AB SUSTAINABLE INTERNATIONAL THEMATIC FUND INC | Non-compliant | 163 | 92% |
| AWPZX | AB SUSTAINABLE INTERNATIONAL THEMATIC FUND INC | Non-compliant | 163 | 92% |
| AWSAX | Invesco Global Core Equity Fund· AIM Funds Group (Invesco Funds Group) | Non-compliant | 70 | 90% |
| AWSCX | Invesco Global Core Equity Fund· AIM Funds Group (Invesco Funds Group) | Non-compliant | 70 | 90% |
| AWSHX | Washington Mutual Investors Fund | Non-compliant | 200 | 93% |
| AWSIX | Invesco Global Core Equity Fund· AIM Funds Group (Invesco Funds Group) | Non-compliant | 70 | 90% |
| AWSRX | Invesco Global Core Equity Fund· AIM Funds Group (Invesco Funds Group) | Non-compliant | 70 | 90% |
| AWSYX | Invesco Global Core Equity Fund· AIM Funds Group (Invesco Funds Group) | Non-compliant | 70 | 90% |
| AWTAX | Virtus Duff & Phelps Water Fund· Virtus Strategy Trust | Non-compliant | 37 | 92% |
| AWTCX | Virtus Duff & Phelps Water Fund· Virtus Strategy Trust | Non-compliant | 37 | 92% |
| AWTIX | Virtus Duff & Phelps Water Fund· Virtus Strategy Trust | Non-compliant | 37 | 92% |
| AWWIX | CIBC ATLAS INTERNATIONAL GROWTH FUND· ADVISORS' INNER CIRCLE FUND | Non-compliant | 47 | 87% |
| AWWVX | CIBC ATLAS INTERNATIONAL GROWTH FUND· ADVISORS' INNER CIRCLE FUND | Non-compliant | 47 | 87% |
| AWYIX | CIBC ATLAS EQUITY INCOME FUND· ADVISORS' INNER CIRCLE FUND | Non-compliant | 43 | 97% |
| AWYVX | CIBC ATLAS EQUITY INCOME FUND· ADVISORS' INNER CIRCLE FUND | Non-compliant | 43 | 97% |
| AXMIX | Acclivity Mid Cap Multi-Style Fund· NORTHERN LIGHTS FUND TRUST II | Non-compliant | 319 | 92% |
| AXMNX | Acclivity Mid Cap Multi-Style Fund· NORTHERN LIGHTS FUND TRUST II | Non-compliant | 319 | 92% |
| AXSPX | AXS Adaptive Plus Fund· INVESTMENT MANAGERS SERIES TRUST II | Non-compliant | 4 | 51% |
| AXSVX | AXS Adaptive Plus Fund· INVESTMENT MANAGERS SERIES TRUST II | Non-compliant | 4 | 51% |
| AXVIX | Acclivity Small Cap Value Fund· NORTHERN LIGHTS FUND TRUST II | Non-compliant | 487 | 79% |
| AXVNX | Acclivity Small Cap Value Fund· NORTHERN LIGHTS FUND TRUST II | Non-compliant | 487 | 79% |
| AYBLX | Victory Pioneer Balanced Fund· Victory Portfolios IV | Non-compliant | 845 | 88% |
| AZBAX | Virtus Small-Cap Fund· Virtus Investment Trust | Non-compliant | 252 | 86% |
| AZBCX | Virtus Small-Cap Fund· Virtus Investment Trust | Non-compliant | 252 | 86% |
| AZBIX | Virtus Small-Cap Fund· Virtus Investment Trust | Non-compliant | 252 | 86% |
| AZEMX | ALGER EMERGING MARKETS FUND· ALGER FUNDS II | Non-compliant | 41 | 92% |
| AZISX | Alger International Small Cap Fund· ALGER FUNDS | Non-compliant | 48 | 95% |
| AZMAX | Virtus NFJ Emerging Markets Value Fund· Virtus Strategy Trust | Non-compliant | 77 | 84% |
| AZMCX | Virtus NFJ Emerging Markets Value Fund· Virtus Strategy Trust | Non-compliant | 77 | 84% |
| AZMIX | Virtus NFJ Emerging Markets Value Fund· Virtus Strategy Trust | Non-compliant | 77 | 84% |
| AZNAX | Virtus Income & Growth Fund· Virtus Investment Trust | Non-compliant | 333 | 71% |
| AZNCX | Virtus Income & Growth Fund· Virtus Investment Trust | Non-compliant | 333 | 71% |
| AZNIX | Virtus Income & Growth Fund· Virtus Investment Trust | Non-compliant | 333 | 71% |
| AZTD | Aztlan Global Stock Selection DM SMID ETF· Tidal Trust I | Non-compliant | 50 | 88% |
| AZYY | GraniteShares YieldBOOST AMZN ETF· GraniteShares ETF Trust | Non-compliant | 6 | 100% |
| BACAX | BlackRock Energy Opportunities Fund· BlackRock Funds | Non-compliant | 31 | 99% |
| BACCX | BlackRock Energy Opportunities Fund· BlackRock Funds | Non-compliant | 31 | 99% |
| BACIX | BlackRock Energy Opportunities Fund· BlackRock Funds | Non-compliant | 31 | 99% |
| BAEIX | Sterling Capital Equity Income Fund· Sterling Capital Funds | Non-compliant | 33 | 92% |
| BAFAX | Brown Advisory Flexible Equity Fund· Brown Advisory Funds | Non-compliant | 45 | 97% |
| BAFE | Brown Advisory Flexible Equity ETF· ADVISORS' INNER CIRCLE III | Non-compliant | 44 | 100% |
| BAFFX | Brown Advisory Flexible Equity Fund· Brown Advisory Funds | Non-compliant | 45 | 97% |
| BAFGX | Brown Advisory Growth Equity Fund· Brown Advisory Funds | Non-compliant | 32 | 94% |
| BAFHX | Brown Advisory - WMC Strategic European Equity Fund· Brown Advisory Funds | Non-compliant | 67 | 95% |
| BAFJX | Brown Advisory - WMC Japan Equity Fund· Brown Advisory Funds | Non-compliant | 75 | 91% |
| BAFLX | Brown Advisory Global Leaders Fund· Brown Advisory Funds | Non-compliant | 32 | 96% |
| BAFMX | Brown Advisory Mid-Cap Growth Fund· Brown Advisory Funds | Non-compliant | 61 | 85% |
| BAFQX | Brown Advisory Emerging Markets Select Fund· Brown Advisory Funds | Non-compliant | 111 | 86% |
| BAFSX | Brown Advisory Small-Cap Growth Fund· Brown Advisory Funds | Non-compliant | 72 | 76% |
| BAFWX | Brown Advisory Sustainable Growth Fund· Brown Advisory Funds | Non-compliant | 35 | 95% |
| BAFYX | Brown Advisory Sustainable Small-Cap Core Fund· Brown Advisory Funds | Non-compliant | 66 | 77% |
| BAFZX | Brown Advisory Mortgage Securities Fund· Brown Advisory Funds | Non-compliant | 340 | 86% |
| BAGAX | Brown Advisory Growth Equity Fund· Brown Advisory Funds | Non-compliant | 32 | 94% |
| BAGIX | Baird Aggregate Bond Fund· Baird Funds Inc | Non-compliant | 2,061 | 68% |
| BAGSX | Baird Aggregate Bond Fund· Baird Funds Inc | Non-compliant | 2,061 | 68% |
| BAHAX | Brown Advisory - WMC Strategic European Equity Fund· Brown Advisory Funds | Non-compliant | 67 | 95% |
| BAIAX | Brown Advisory Intermediate Income Fund· Brown Advisory Funds | Non-compliant | 139 | 80% |
| BAILX | Brown Advisory Sustainable International Leaders Fund· Brown Advisory Funds | Non-compliant | 36 | 92% |
| BAISX | Brown Advisory Sustainable Bond Fund· Brown Advisory Funds | Non-compliant | 187 | 72% |
| BAIV | Brown Advisory International Value Select ETF· ADVISORS' INNER CIRCLE III | Non-compliant | 56 | 86% |
| BALCX | American Balanced Fund | Non-compliant | 4,076 | 83% |
| BALFX | American Balanced Fund | Non-compliant | 4,076 | 83% |
| BANX | ArrowMark Financial Corp. | Non-compliant | 71 | 7% |
| BAQAX | Brown Advisory Emerging Markets Select Fund· Brown Advisory Funds | Non-compliant | 111 | 86% |
| BARAX | BARON ASSET FUND· BARON INVESTMENT FUNDS TRUST (f/k/a BARON ASSET FUND) | Non-compliant | 52 | 62% |
| BARIX | BARON ASSET FUND· BARON INVESTMENT FUNDS TRUST (f/k/a BARON ASSET FUND) | Non-compliant | 52 | 62% |
| BARUX | BARON ASSET FUND· BARON INVESTMENT FUNDS TRUST (f/k/a BARON ASSET FUND) | Non-compliant | 52 | 62% |
| BASAX | Brown Advisory Small-Cap Growth Fund· Brown Advisory Funds | Non-compliant | 72 | 76% |
| BASBX | Brown Advisory Sustainable Bond Fund· Brown Advisory Funds | Non-compliant | 187 | 72% |
| BASG | Brown Advisory Sustainable Growth ETF· ADVISORS' INNER CIRCLE III | Non-compliant | 34 | 98% |
| BASV | Brown Advisory Sustainable Value ETF· ADVISORS' INNER CIRCLE III | Non-compliant | 42 | 92% |
| BASVX | Brown Advisory Sustainable Value Fund· Brown Advisory Funds | Non-compliant | 43 | 87% |
| BATPX | BATS: Interest Rate Hedge Series· BlackRock Allocation Target Shares | Non-compliant | 14 | 74% |
| BATT | Amplify Lithium & Battery Technology ETF· Amplify ETF Trust | Non-compliant | 53 | 84% |
| BAUAX | Brown Advisory Small-Cap Fundamental Value Fund· Brown Advisory Funds | Non-compliant | 65 | 70% |
| BAUUX | Brown Advisory Small-Cap Fundamental Value Fund· Brown Advisory Funds | Non-compliant | 65 | 70% |
| BAWAX | Brown Advisory Sustainable Growth Fund· Brown Advisory Funds | Non-compliant | 35 | 95% |
| BBAG | JPMorgan BetaBuilders U.S. Aggregate Bond ETF· J.P. Morgan Exchange-Traded Fund Trust | Non-compliant | 1,810 | 86% |
| BBAX | JPMorgan BetaBuilders Developed Asia Pacific ex-Japan ETF· J.P. Morgan Exchange-Traded Fund Trust | Non-compliant | 99 | 95% |
| BBB | Cyber Hornet S&P 500 and Bitcoin 75/25 Strategy ETF· Cyber Hornet Trust | Non-compliant | 507 | 74% |
| BBC | Virtus Biotech Clinical Trials Etf· ETFis Series Trust I | Non-compliant | 132 | 37% |
| BBCA | JPMorgan BetaBuilders Canada ETF· J.P. Morgan Exchange-Traded Fund Trust | Non-compliant | 80 | 95% |
| BBCB | JPMorgan BetaBuilders USD Investment Grade Corporate Bond ETF· J.P. Morgan Exchange-Traded Fund Trust | Non-compliant | 1,261 | 72% |
| BBCPX | Bridge Builder Core Plus Bond Fund· Bridge Builder Trust | Non-compliant | 4,132 | 40% |
| BBEM | JPMorgan BetaBuilders Emerging Markets Equity ETF· J.P. Morgan Exchange-Traded Fund Trust | Non-compliant | 1,487 | 89% |
30,354 funds · page 16 of 304