30,351 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 |
|---|---|---|---|---|
| BBGSX | Bridge Builder Small/Mid Cap Growth Fund· Bridge Builder Trust | Non-compliant | 1,608 | 81% |
| BBGVX | Sterling Capital Intermediate U.S. Government Fund· Sterling Capital Funds | Non-compliant | 116 | 91% |
| BBH | VanEck Biotech ETF· VanEck ETF Trust | Non-compliant | 25 | 92% |
| BBHY | JPMorgan BetaBuilders USD High Yield Corporate Bond ETF· J.P. Morgan Exchange-Traded Fund Trust | Non-compliant | 1,611 | 32% |
| BBIB | JPMorgan BetaBuilders U.S. Treasury Bond 3-10 Year ETF· J.P. Morgan Exchange-Traded Fund Trust | Non-compliant | 86 | 99% |
| BBIIX | BBH Intermediate Municipal Bond Fund· BBH Trust | Non-compliant | 524 | 17% |
| BBIN | JPMorgan BetaBuilders International Equity ETF· J.P. Morgan Exchange-Traded Fund Trust | Non-compliant | 643 | 97% |
| BBINX | BBH Intermediate Municipal Bond Fund· BBH Trust | Non-compliant | 524 | 17% |
| BBISX | STERLING CAPITAL BEHAVIORAL LARGE CAP VALUE FUND· Sterling Capital Funds | Non-compliant | 113 | 89% |
| BBJP | JPMorgan BetaBuilders Japan ETF· J.P. Morgan Exchange-Traded Fund Trust | Non-compliant | 176 | 97% |
| BBLB | JPMorgan BetaBuilders U.S. Treasury Bond 20+ Year ETF· J.P. Morgan Exchange-Traded Fund Trust | Non-compliant | 41 | 99% |
| BBLIX | BBH Select Series - Large Cap Fund· BBH Trust | Non-compliant | 35 | 100% |
| BBLRX | BBH Select Series - Large Cap Fund· BBH Trust | Non-compliant | 35 | 100% |
| BBLU | EA Bridgeway Blue Chip ETF· EA Series Trust | Non-compliant | 38 | 100% |
| BBMC | JPMorgan BetaBuilders U.S. Mid Cap Equity ETF· J.P. Morgan Exchange-Traded Fund Trust | Non-compliant | 465 | 86% |
| BBMIX | BBH Select Series Mid Cap Fund· BBH Trust | Non-compliant | 27 | 82% |
| BBMRX | BBH Select Series Mid Cap Fund· BBH Trust | Non-compliant | 27 | 82% |
| BBNIX | BBH Income Fund· BBH Trust | Non-compliant | 390 | 15% |
| BBNNX | BBH Income Fund· BBH Trust | Non-compliant | 390 | 15% |
| BBP | Virtus Biotech Etf· ETFis Series Trust I | Non-compliant | 70 | 77% |
| BBRE | JPMorgan BetaBuilders MSCI US REIT ETF· J.P. Morgan Exchange-Traded Fund Trust | Non-compliant | 108 | 87% |
| BBSB | JPMorgan BetaBuilders U.S. Treasury Bond 1-3 Year ETF· J.P. Morgan Exchange-Traded Fund Trust | Non-compliant | 92 | 100% |
| BBSC | JPMorgan BetaBuilders U.S. Small Cap Equity ETF· J.P. Morgan Exchange-Traded Fund Trust | Non-compliant | 857 | 79% |
| BBSCX | Sterling Capital Short Duration Bond Fund· Sterling Capital Funds | Non-compliant | 140 | 32% |
| BBSGX | Sterling Capital Short Duration Bond Fund· Sterling Capital Funds | Non-compliant | 140 | 32% |
| BBTBX | Bridge Builder Core Bond Fund· Bridge Builder Trust | Non-compliant | 5,408 | 46% |
| BBTGX | STERLING CAPITAL BEHAVIORAL LARGE CAP VALUE FUND· Sterling Capital Funds | Non-compliant | 113 | 89% |
| BBTLX | Bridge Builder Tax Managed Large Cap Fund· Bridge Builder Trust | Non-compliant | 380 | 89% |
| BBTSX | Bridge Builder Tax Managed Small/Mid Cap Fund· Bridge Builder Trust | Non-compliant | 944 | 82% |
| BBUS | JPMORGAN BETABUILDERS U.S. EQUITY ETF· J.P. Morgan Exchange-Traded Fund Trust | Non-compliant | 472 | 98% |
| BBVLX | Bridge Builder Large Cap Value Fund· Bridge Builder Trust | Non-compliant | 586 | 82% |
| BBVSX | Bridge Builder Small/Mid Cap Value Fund· Bridge Builder Trust | Non-compliant | 2,231 | 80% |
| BBYY | GraniteShares YieldBOOST BABA ETF· GraniteShares ETF Trust | Non-compliant | 6 | 98% |
| BCAAX | BrandywineGLOBAL - CORPORATE CREDIT FUND· Legg Mason Partners Investment Trust | Non-compliant | 191 | 34% |
| BCAIX | Boston Common ESG Impact International Fund· Professionally Managed Portfolios | Non-compliant | 61 | 87% |
| BCAMX | Boston Common ESG Impact U.S. Equity Fund· Professionally Managed Portfolios | Non-compliant | 50 | 95% |
| BCAT | BlackRock Capital Allocation Term Trust | Non-compliant | 1,274 | 63% |
| BCCC | Global X Bitcoin Covered Call ETF· GLOBAL X FUNDS | Non-compliant | 6 | 47% |
| BCDF | Horizon Kinetics Blockchain Development ETF· Listed Funds Trust | Non-compliant | 36 | 66% |
| BCEGX | Sterling Capital Equity Income Fund· Sterling Capital Funds | Non-compliant | 33 | 92% |
| BCEM | Baron Emerging Markets Select ETF· Baron ETF Trust | Non-compliant | 65 | 72% |
| BCEMX | Boston Common ESG Impact Emerging Markets Fund· Professionally Managed Portfolios | Non-compliant | 53 | 77% |
| BCFN | Baron Financials ETF· Baron ETF Trust | Non-compliant | 42 | 92% |
| BCGD | Baron Global Durable Advantage ETF· Baron ETF Trust | Non-compliant | 40 | 96% |
| BCGDX | BLUE CURRENT GLOBAL DIVIDEND FUND· Ultimus Managers Trust | Non-compliant | 40 | 91% |
| BCGIX | BrandywineGLOBAL - CORPORATE CREDIT FUND· Legg Mason Partners Investment Trust | Non-compliant | 191 | 34% |
| BCGS | Bancreek Global Select ETF· Exchange Listed Funds Trust | Non-compliant | 55 | 90% |
| BCHI | GMO Beyond China ETF· GMO ETF Trust | Non-compliant | 98 | 91% |
| BCHP | Principal Focused Blue Chip ETF· Principal Exchange-Traded Funds | Non-compliant | 23 | 98% |
| BCIFX | Blue Chip Investor Fund· BLUE CHIP INVESTOR FUNDS | Non-compliant | 15 | 77% |
| BCIL | Bancreek International Large Cap ETF· Exchange Listed Funds Trust | Non-compliant | 31 | 89% |
| BCIM | abrdn Bloomberg Industrial Metals Strategy K-1 Free ETF· abrdn ETFs | Non-compliant | 29 | 82% |
| BCOIX | Baird Core Plus Bond Fund· Baird Funds Inc | Non-compliant | 2,148 | 62% |
| BCONX | Barrow Hanley Credit Opportunities Fund· Perpetual Americas Funds Trust | Non-compliant | 122 | 19% |
| BCOR | Grayscale Bitcoin Adopters ETF· Grayscale Funds Trust | Non-compliant | 42 | 92% |
| BCOSX | Baird Core Plus Bond Fund· Baird Funds Inc | Non-compliant | 2,148 | 62% |
| BCPAX | Brandes Core Plus Fixed Income Fund· Datum One Series Trust | Non-compliant | 66 | 9% |
| BCPIX | Brandes Core Plus Fixed Income Fund· Datum One Series Trust | Non-compliant | 66 | 9% |
| BCPRX | Brandes Core Plus Fixed Income Fund· Datum One Series Trust | Non-compliant | 66 | 9% |
| BCSFX | Brown Capital Management International Small Company Fund· Brown Capital Management Mutual Funds | Non-compliant | 40 | 83% |
| BCSIX | Brown Capital Management Small Company Fund· Brown Capital Management Mutual Funds | Non-compliant | 50 | 95% |
| BCSM | Baron SMID Cap ETF· Baron ETF Trust | Non-compliant | 56 | 93% |
| BCSSX | Brown Capital Management Small Company Fund· Brown Capital Management Mutual Funds | Non-compliant | 50 | 95% |
| BCSVX | Brown Capital Management International Small Company Fund· Brown Capital Management Mutual Funds | Non-compliant | 40 | 83% |
| BCTK | Baron Technology ETF· Baron ETF Trust | Non-compliant | 38 | 91% |
| BCUS | Bancreek U.S. Large Cap ETF· Exchange Listed Funds Trust | Non-compliant | 31 | 94% |
| BCV | Bancroft Fund Ltd | Non-compliant | 88 | 73% |
| BCV-PA | Bancroft Fund Ltd | Non-compliant | 88 | 73% |
| BCVCX | STERLING CAPITAL BEHAVIORAL LARGE CAP VALUE FUND· Sterling Capital Funds | Non-compliant | 113 | 89% |
| BCX | BlackRock Resources & Commodities Strategy Trust | Non-compliant | 48 | 96% |
| BD | Russell Investments Core Plus Bond ETF· Russell Investments Exchange Traded Funds | Non-compliant | 292 | 72% |
| BDAFX | Baron Durable Advantage Fund· BARON INVESTMENT FUNDS TRUST (f/k/a BARON ASSET FUND) | Non-compliant | 29 | 97% |
| BDAIX | Baron Durable Advantage Fund· BARON INVESTMENT FUNDS TRUST (f/k/a BARON ASSET FUND) | Non-compliant | 29 | 97% |
| BDAUX | Baron Durable Advantage Fund· BARON INVESTMENT FUNDS TRUST (f/k/a BARON ASSET FUND) | Non-compliant | 29 | 97% |
| BDFFX | BARON DISCOVERY FUND· BARON INVESTMENT FUNDS TRUST (f/k/a BARON ASSET FUND) | Non-compliant | 60 | 88% |
| BDFIX | BARON DISCOVERY FUND· BARON INVESTMENT FUNDS TRUST (f/k/a BARON ASSET FUND) | Non-compliant | 60 | 88% |
| BDFUX | BARON DISCOVERY FUND· BARON INVESTMENT FUNDS TRUST (f/k/a BARON ASSET FUND) | Non-compliant | 60 | 88% |
| BDGS | Bridges Capital Tactical ETF· EA Series Trust | Non-compliant | 12 | 43% |
| BDIV | AAM Brentview Dividend Growth ETF· ETF Series Solutions | Non-compliant | 38 | 90% |
| BDJ | BlackRock Enhanced Equity Dividend Trust | Non-compliant | 268 | 91% |
| BDKAX | Bramshill Multi-Strategy Income Fund· INVESTMENT MANAGERS SERIES TRUST | Non-compliant | 296 | 13% |
| BDKCX | Bramshill Multi-Strategy Income Fund· INVESTMENT MANAGERS SERIES TRUST | Non-compliant | 296 | 13% |
| BDKDX | Bramshill Multi-Strategy Income Fund· INVESTMENT MANAGERS SERIES TRUST | Non-compliant | 296 | 13% |
| BDKNX | Bramshill Multi-Strategy Income Fund· INVESTMENT MANAGERS SERIES TRUST | Non-compliant | 296 | 13% |
| BDLAX | LORD ABBETT BOND DEBENTURE FUND INC | Non-compliant | 988 | 35% |
| BDSAX | BlackRock Advantage Small Cap Core Fund· BlackRock Funds | Non-compliant | 800 | 81% |
| BDSCX | BlackRock Advantage Small Cap Core Fund· BlackRock Funds | Non-compliant | 800 | 81% |
| BDSIX | BlackRock Advantage Small Cap Core Fund· BlackRock Funds | Non-compliant | 800 | 81% |
| BDSKX | BlackRock Advantage Small Cap Core Fund· BlackRock Funds | Non-compliant | 800 | 81% |
| BDVG | iMGP Berkshire Dividend Growth ETF· LITMAN GREGORY FUNDS TRUST | Non-compliant | 40 | 96% |
| BEDY | BNY Mellon Enhanced Dividend and Income ETF· BNY Mellon ETF Trust II | Non-compliant | 61 | 80% |
| BEDZ | AdvisorShares Hotel ETF· AdvisorShares Trust | Non-compliant | 22 | 79% |
| BEEX | The Beehive ETF· Tidal Trust III | Non-compliant | 39 | 93% |
| BEGIX | Sterling Capital Equity Income Fund· Sterling Capital Funds | Non-compliant | 33 | 92% |
| BEGRX | Franklin Mutual Beacon Fund· Franklin Mutual Series Funds | Non-compliant | 40 | 98% |
| BEMAX | Brandes Emerging Markets Value Fund· Datum One Series Trust | Non-compliant | 62 | 48% |
| BEMB | iShares J.P. Morgan Broad USD Emerging Markets Bond ETF· iShares Trust | Non-compliant | 257 | 12% |
| BEMCX | Brandes Emerging Markets Value Fund· Datum One Series Trust | Non-compliant | 62 | 48% |
| BEMIX | Brandes Emerging Markets Value Fund· Datum One Series Trust | Non-compliant | 62 | 48% |
| BEMRX | Brandes Emerging Markets Value Fund· Datum One Series Trust | Non-compliant | 62 | 48% |
30,351 funds · page 17 of 304