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 |
|---|---|---|---|---|
| BEOIX | Barrow Hanley Concentrated Emerging Markets ESG Opportunities Fund· Perpetual Americas Funds Trust | Non-compliant | 41 | 69% |
| BEQAX | Disciplined Core Equity Fund· American Century Quantitative Equity Funds, Inc. | Non-compliant | 183 | 95% |
| BEQGX | Disciplined Core Equity Fund· American Century Quantitative Equity Funds, Inc. | Non-compliant | 183 | 95% |
| BERAX | Carillon Chartwell Mid Cap Value Fund· Carillon Series Trust | Non-compliant | 51 | 80% |
| BERBX | Carillon Chartwell Mid Cap Value Fund· Carillon Series Trust | Non-compliant | 51 | 80% |
| BERCX | Carillon Chartwell Mid Cap Value Fund· Carillon Series Trust | Non-compliant | 51 | 80% |
| BERDX | Carillon Chartwell Mid Cap Value Fund· Carillon Series Trust | Non-compliant | 51 | 80% |
| BERGX | Carillon Chartwell Real Income Fund· Carillon Series Trust | Non-compliant | 58 | 82% |
| BERHX | Carillon Chartwell Real Income Fund· Carillon Series Trust | Non-compliant | 58 | 82% |
| BERIX | Carillon Chartwell Real Income Fund· Carillon Series Trust | Non-compliant | 58 | 82% |
| BERSX | Carillon Chartwell Real Income Fund· Carillon Series Trust | Non-compliant | 58 | 82% |
| BESF | Bastion Energy ETF· EA Series Trust | Non-compliant | 21 | 77% |
| BESIX | William Blair Emerging Markets Small Cap Growth Fund· WILLIAM BLAIR FUNDS | Non-compliant | 152 | 58% |
| BETZ | Roundhill Sports Betting & iGaming ETF· Listed Funds Trust | Non-compliant | 25 | 86% |
| BEXFX | Baron Emerging Markets Fund· BARON SELECT FUNDS | Non-compliant | 96 | 86% |
| BEXIX | Baron Emerging Markets Fund· BARON SELECT FUNDS | Non-compliant | 96 | 86% |
| BEXUX | Baron Emerging Markets Fund· BARON SELECT FUNDS | Non-compliant | 96 | 86% |
| BFACX | Bond Fund of America | Non-compliant | 5,789 | 67% |
| BFAFX | Bond Fund of America | Non-compliant | 5,789 | 67% |
| BFCAX | American Funds Corporate Bond Fund | Non-compliant | 739 | 64% |
| BFCCX | American Funds Corporate Bond Fund | Non-compliant | 739 | 64% |
| BFCFX | American Funds Corporate Bond Fund | Non-compliant | 739 | 64% |
| BFCGX | American Funds Corporate Bond Fund | Non-compliant | 739 | 64% |
| BFFAX | Bond Fund of America | Non-compliant | 5,789 | 67% |
| BFGFX | Baron Focused Growth Fund· BARON SELECT FUNDS | Non-compliant | 30 | 67% |
| BFGIX | Baron Focused Growth Fund· BARON SELECT FUNDS | Non-compliant | 30 | 67% |
| BFGUX | Baron Focused Growth Fund· BARON SELECT FUNDS | Non-compliant | 30 | 67% |
| BFIAX | American Funds Inflation Linked Bond Fund | Non-compliant | 299 | 87% |
| BFICX | American Funds Inflation Linked Bond Fund | Non-compliant | 299 | 87% |
| BFIFX | American Funds Inflation Linked Bond Fund | Non-compliant | 299 | 87% |
| BFIGX | American Funds Inflation Linked Bond Fund | Non-compliant | 299 | 87% |
| BFIIX | Baron FinTech Fund· BARON SELECT FUNDS | Non-compliant | 45 | 93% |
| BFINX | Baron FinTech Fund· BARON SELECT FUNDS | Non-compliant | 45 | 93% |
| BFIUX | Baron FinTech Fund· BARON SELECT FUNDS | Non-compliant | 45 | 93% |
| BFIX | Build Bond Innovation ETF· Build Funds Trust | Non-compliant | 116 | 90% |
| BFOCX | Berkshire Focus Fund· BERKSHIRE FUNDS | Non-compliant | 124 | 92% |
| BFONX | Biondo Focus Fund· Northern Lights Fund Trust | Non-compliant | 17 | 91% |
| BFOR | Barrons 400 ETF· ALPS ETF TRUST | Non-compliant | 399 | 91% |
| BFRE | Westwood LBRTY Global Equity ETF· Ultimus Managers Trust | Non-compliant | 202 | 98% |
| BFRNX | Barrow Hanley Floating Rate Fund· Perpetual Americas Funds Trust | Non-compliant | 168 | 12% |
| BFSIX | BRADLEY FOSTER & SARGENT EQUITY FUND· Valued Advisers Trust | Non-compliant | 39 | 94% |
| BFTHX | BARON FIFTH AVENUE GROWTH FUND· BARON INVESTMENT FUNDS TRUST (f/k/a BARON ASSET FUND) | Non-compliant | 27 | 90% |
| BFTIX | BARON FIFTH AVENUE GROWTH FUND· BARON INVESTMENT FUNDS TRUST (f/k/a BARON ASSET FUND) | Non-compliant | 27 | 90% |
| BFTUX | BARON FIFTH AVENUE GROWTH FUND· BARON INVESTMENT FUNDS TRUST (f/k/a BARON ASSET FUND) | Non-compliant | 27 | 90% |
| BFWFX | Capital World Bond Fund | Non-compliant | 2,761 | 35% |
| BGADX | Baillie Gifford Long Term Global Growth Fund· Baillie Gifford Funds | Non-compliant | 40 | 93% |
| BGAEX | Baillie Gifford Global Alpha Equities Fund· Baillie Gifford Funds | Non-compliant | 92 | 94% |
| BGAFX | Baron Global Opportunity Fund· BARON SELECT FUNDS | Non-compliant | 47 | 73% |
| BGAIX | Baron Global Opportunity Fund· BARON SELECT FUNDS | Non-compliant | 47 | 73% |
| BGAKX | Baillie Gifford Global Alpha Equities Fund· Baillie Gifford Funds | Non-compliant | 92 | 94% |
| BGALX | Baillie Gifford Global Alpha Equities Fund· Baillie Gifford Funds | Non-compliant | 92 | 94% |
| BGASX | Baillie Gifford Global Alpha Equities Fund· Baillie Gifford Funds | Non-compliant | 92 | 94% |
| BGATX | Baillie Gifford Global Alpha Equities Fund· Baillie Gifford Funds | Non-compliant | 92 | 94% |
| BGAVX | Baillie Gifford Global Alpha Equities Fund· Baillie Gifford Funds | Non-compliant | 92 | 94% |
| BGB | Blackstone Strategic Credit 2027 Term Fund | Non-compliant | 690 | 9% |
| BGCBX | Baillie Gifford China Equities Fund· Baillie Gifford Funds | Non-compliant | 57 | 78% |
| BGCDX | Baillie Gifford China Equities Fund· Baillie Gifford Funds | Non-compliant | 57 | 78% |
| BGCG | Baillie Gifford International Concentrated Growth ETF· Baillie Gifford ETF Trust | Non-compliant | 29 | 96% |
| BGCJX | Baillie Gifford EAFE Plus All Cap Fund· Baillie Gifford Funds | Non-compliant | 71 | 87% |
| BGCLX | Baillie Gifford EAFE Plus All Cap Fund· Baillie Gifford Funds | Non-compliant | 71 | 87% |
| BGCSX | Baillie Gifford EAFE Plus All Cap Fund· Baillie Gifford Funds | Non-compliant | 71 | 87% |
| BGCVX | Baillie Gifford EAFE Plus All Cap Fund· Baillie Gifford Funds | Non-compliant | 71 | 87% |
| BGCWX | Baillie Gifford EAFE Plus All Cap Fund· Baillie Gifford Funds | Non-compliant | 71 | 87% |
| BGDV | Bahl & Gaynor Dividend ETF· ETF Series Solutions | Non-compliant | 52 | 96% |
| BGEAX | Brandes Global Equity Fund· Datum One Series Trust | Non-compliant | 69 | 77% |
| BGEDX | Baillie Gifford Emerging Markets Equities Fund· Baillie Gifford Funds | Non-compliant | 85 | 93% |
| BGEFX | Baillie Gifford International Growth Fund· Baillie Gifford Funds | Non-compliant | 63 | 92% |
| BGEG | Baillie Gifford Emerging Markets ETF· Baillie Gifford ETF Trust | Non-compliant | 78 | 93% |
| BGEGX | Baillie Gifford Emerging Markets Equities Fund· Baillie Gifford Funds | Non-compliant | 85 | 93% |
| BGEHX | Baillie Gifford Emerging Markets Equities Fund· Baillie Gifford Funds | Non-compliant | 85 | 93% |
| BGEKX | Baillie Gifford International Growth Fund· Baillie Gifford Funds | Non-compliant | 63 | 92% |
| BGELX | Baillie Gifford Emerging Markets Equities Fund· Baillie Gifford Funds | Non-compliant | 85 | 93% |
| BGEPX | Baillie Gifford Emerging Markets Equities Fund· Baillie Gifford Funds | Non-compliant | 85 | 93% |
| BGESX | Baillie Gifford International Growth Fund· Baillie Gifford Funds | Non-compliant | 63 | 92% |
| BGETX | Baillie Gifford International Growth Fund· Baillie Gifford Funds | Non-compliant | 63 | 92% |
| BGEUX | Baillie Gifford International Growth Fund· Baillie Gifford Funds | Non-compliant | 63 | 92% |
| BGEVX | Baillie Gifford International Growth Fund· Baillie Gifford Funds | Non-compliant | 63 | 92% |
| BGEWX | Baillie Gifford Emerging Markets Ex China Fund· Baillie Gifford Funds | Non-compliant | 71 | 93% |
| BGEZX | Baillie Gifford Emerging Markets Ex China Fund· Baillie Gifford Funds | Non-compliant | 71 | 93% |
| BGFIX | William Blair Growth Fund· WILLIAM BLAIR FUNDS | Non-compliant | 62 | 96% |
| BGFRX | William Blair Growth Fund· WILLIAM BLAIR FUNDS | Non-compliant | 62 | 96% |
| BGGCX | BrandywineGLOBAL - CORPORATE CREDIT FUND· Legg Mason Partners Investment Trust | Non-compliant | 191 | 34% |
| BGGG | Baillie Gifford Long Term Global Growth ETF· Baillie Gifford ETF Trust | Non-compliant | 39 | 93% |
| BGGIX | William Blair Global Leaders Fund· WILLIAM BLAIR FUNDS | Non-compliant | 55 | 94% |
| BGGKX | Baillie Gifford U.S. Equity Growth Fund· Baillie Gifford Funds | Non-compliant | 49 | 97% |
| BGGSX | Baillie Gifford U.S. Equity Growth Fund· Baillie Gifford Funds | Non-compliant | 49 | 97% |
| BGH | Barings Global Short Duration High Yield Fund | Non-compliant | 228 | 14% |
| BGHAX | BrandywineGLOBAL - HIGH YIELD FUND· Legg Mason Partners Investment Trust | Non-compliant | 185 | 35% |
| BGHCX | BrandywineGLOBAL - HIGH YIELD FUND· Legg Mason Partners Investment Trust | Non-compliant | 185 | 35% |
| BGHIX | BrandywineGLOBAL - HIGH YIELD FUND· Legg Mason Partners Investment Trust | Non-compliant | 185 | 35% |
| BGHSX | BrandywineGLOBAL - HIGH YIELD FUND· Legg Mason Partners Investment Trust | Non-compliant | 185 | 35% |
| BGIA | Baillie Gifford International Alpha ETF· Baillie Gifford ETF Trust | Non-compliant | 84 | 94% |
| BGICF2 | Baillie Gifford International All Cap Fund· Baillie Gifford Funds | Non-compliant | 83 | 86% |
| BGICF3 | Baillie Gifford International All Cap Fund· Baillie Gifford Funds | Non-compliant | 83 | 86% |
| BGIFX | Baillie Gifford International Alpha Fund· Baillie Gifford Funds | Non-compliant | 82 | 93% |
| BGIG | Bahl & Gaynor Income Growth ETF· ETF Series Solutions | Non-compliant | 53 | 93% |
| BGIKX | Baillie Gifford International Alpha Fund· Baillie Gifford Funds | Non-compliant | 82 | 93% |
| BGISX | BrandywineGLOBAL - CORPORATE CREDIT FUND· Legg Mason Partners Investment Trust | Non-compliant | 191 | 34% |
| BGITX | Baillie Gifford International Alpha Fund· Baillie Gifford Funds | Non-compliant | 82 | 93% |
| BGIUX | Baillie Gifford International Alpha Fund· Baillie Gifford Funds | Non-compliant | 82 | 93% |
30,325 funds · page 18 of 304