30,302 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 |
|---|---|---|---|---|
| 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% |
| BGIVX | Baillie Gifford International Alpha Fund· Baillie Gifford Funds | Non-compliant | 82 | 93% |
| BGKEX | Baillie Gifford Emerging Markets Equities Fund· Baillie Gifford Funds | Non-compliant | 85 | 93% |
| BGLAX | Brookfield Global Listed Infrastructure Fund· Brookfield Investment Funds | Non-compliant | 36 | 87% |
| BGLCX | Brookfield Global Listed Infrastructure Fund· Brookfield Investment Funds | Non-compliant | 36 | 87% |
| BGLD | FT Vest Gold Strategy Quarterly Buffer ETF· First Trust Exchange-Traded Fund | Non-compliant | 5 | 99% |
| BGLFX | Baillie Gifford Long Term Global Growth Fund· Baillie Gifford Funds | Non-compliant | 40 | 93% |
| BGLKX | Baillie Gifford Long Term Global Growth Fund· Baillie Gifford Funds | Non-compliant | 40 | 93% |
| BGLOX | Baillie Gifford Long Term Global Growth Fund· Baillie Gifford Funds | Non-compliant | 40 | 93% |
| BGLTX | Baillie Gifford Long Term Global Growth Fund· Baillie Gifford Funds | Non-compliant | 40 | 93% |
| BGLUX | Baron Global Opportunity Fund· BARON SELECT FUNDS | Non-compliant | 47 | 73% |
| BGLYX | Brookfield Global Listed Infrastructure Fund· Brookfield Investment Funds | Non-compliant | 36 | 87% |
| BGNAX | Ginnie Mae Fund· American Century Government Income Trust | Non-compliant | 136 | 90% |
| BGNCX | Ginnie Mae Fund· American Century Government Income Trust | Non-compliant | 136 | 90% |
| BGNMX | Ginnie Mae Fund· American Century Government Income Trust | Non-compliant | 136 | 90% |
| BGPFX | Baillie Gifford Developed EAFE All Cap Fund· Baillie Gifford Funds | Non-compliant | 62 | 89% |
| BGPKX | Baillie Gifford Developed EAFE All Cap Fund· Baillie Gifford Funds | Non-compliant | 62 | 89% |
| BGPTX | Baillie Gifford Developed EAFE All Cap Fund· Baillie Gifford Funds | Non-compliant | 62 | 89% |
| BGPVX | Baillie Gifford Developed EAFE All Cap Fund· Baillie Gifford Funds | Non-compliant | 62 | 89% |
| BGPWX | Baillie Gifford Developed EAFE All Cap Fund· Baillie Gifford Funds | Non-compliant | 62 | 89% |
| BGR | BlackRock Energy & Resources Trust | Non-compliant | 30 | 98% |
| BGRFX | Baron Generational Growth Fund· BARON INVESTMENT FUNDS TRUST (f/k/a BARON ASSET FUND) | Non-compliant | 15 | 85% |
| BGRIX | Baron Generational Growth Fund· BARON INVESTMENT FUNDS TRUST (f/k/a BARON ASSET FUND) | Non-compliant | 15 | 85% |
| BGRN | iShares USD Green Bond ETF· iShares Trust | Non-compliant | 318 | 21% |
| BGRUX | Baron Generational Growth Fund· BARON INVESTMENT FUNDS TRUST (f/k/a BARON ASSET FUND) | Non-compliant | 15 | 85% |
| BGRWX | BARRETT GROWTH FUND· Segall Bryant & Hamill Trust | Non-compliant | 27 | 95% |
| BGT | BlackRock Floating Rate Income Trust | Non-compliant | 476 | 9% |
| BGVAX | Sterling Capital Intermediate U.S. Government Fund· Sterling Capital Funds | Non-compliant | 116 | 91% |
| BGVCX | Brandes Global Equity Fund· Datum One Series Trust | Non-compliant | 69 | 77% |
| BGVIX | Brandes Global Equity Fund· Datum One Series Trust | Non-compliant | 69 | 77% |
| BGVRX | Brandes Global Equity Fund· Datum One Series Trust | Non-compliant | 69 | 77% |
| BGX | Blackstone Long-Short Credit Income Fund | Non-compliant | 692 | 9% |
| BGY | BlackRock Enhanced International Dividend Trust | Non-compliant | 127 | 95% |
| BHBFX | Madison Dividend Income Fund· MADISON FUNDS | Non-compliant | 38 | 98% |
| BHCFX | Baron Health Care Fund· BARON SELECT FUNDS | Non-compliant | 43 | 82% |
| BHCHX | Baron Health Care Fund· BARON SELECT FUNDS | Non-compliant | 43 | 82% |
| BHCUX | Baron Health Care Fund· BARON SELECT FUNDS | Non-compliant | 43 | 82% |
| BHIIX | Brigade High Income Fund· ALPS SERIES TRUST | Non-compliant | 389 | 17% |
| BHILX | BHILL Fund· Advisor Managed Portfolios | Non-compliant | 23 | 6% |
| BHIMX | Brigade High Income Fund· ALPS SERIES TRUST | Non-compliant | 389 | 17% |
| BHYB | Xtrackers USD High Yield BB-B ex Financials ETF· DBX ETF Trust | Non-compliant | 1,479 | 29% |
| BIAFX | Brown Advisory Flexible Equity Fund· Brown Advisory Funds | Non-compliant | 45 | 97% |
| BIAGX | Brown Advisory Growth Equity Fund· Brown Advisory Funds | Non-compliant | 32 | 94% |
| BIAHX | Brown Advisory - WMC Strategic European Equity Fund· Brown Advisory Funds | Non-compliant | 67 | 95% |
| BIAIX | Brown Advisory Intermediate Income Fund· Brown Advisory Funds | Non-compliant | 139 | 80% |
| BIALX | Brown Advisory Global Leaders Fund· Brown Advisory Funds | Non-compliant | 32 | 96% |
| BIAQX | Brown Advisory Emerging Markets Select Fund· Brown Advisory Funds | Non-compliant | 111 | 86% |
| BIASX | Brown Advisory Small-Cap Growth Fund· Brown Advisory Funds | Non-compliant | 72 | 76% |
| BIAUX | Brown Advisory Small-Cap Fundamental Value Fund· Brown Advisory Funds | Non-compliant | 65 | 70% |
| BIAVX | Brown Advisory - Beutel Goodman Large-Cap Value Fund· Brown Advisory Funds | Non-compliant | 33 | 91% |
| BIAWX | Brown Advisory Sustainable Growth Fund· Brown Advisory Funds | Non-compliant | 35 | 95% |
| BIAYX | Brown Advisory Sustainable Small-Cap Core Fund· Brown Advisory Funds | Non-compliant | 66 | 77% |
| BIAZX | Brown Advisory Mortgage Securities Fund· Brown Advisory Funds | Non-compliant | 340 | 86% |
| BIB | ProShares Ultra Nasdaq Biotechnology· ProShares Trust | Non-compliant | 267 | 52% |
| BIBL | Inspire 100 ETF· Northern Lights Fund Trust IV | Non-compliant | 102 | 96% |
| BIBTX | Sterling Capital Total Return Bond Fund· Sterling Capital Funds | Non-compliant | 389 | 48% |
| BICAX | Sterling Capital Total Return Bond Fund· Sterling Capital Funds | Non-compliant | 389 | 48% |
| BICCX | Sterling Capital Total Return Bond Fund· Sterling Capital Funds | Non-compliant | 389 | 48% |
| BIEAX | Brandes International Equity Fund· Datum One Series Trust | Non-compliant | 70 | 71% |
| BIECX | Brandes International Equity Fund· Datum One Series Trust | Non-compliant | 70 | 71% |
| BIEMX | William Blair Emerging Markets Growth Fund· WILLIAM BLAIR FUNDS | Non-compliant | 136 | 87% |
| BIERX | Brandes International Equity Fund· Datum One Series Trust | Non-compliant | 70 | 71% |
| BIGFX | Baron International Growth Fund· BARON SELECT FUNDS | Non-compliant | 96 | 93% |
| BIGIX | William Blair International Growth Fund· WILLIAM BLAIR FUNDS | Non-compliant | 170 | 92% |
| BIGRX | Disciplined Value Fund· American Century Quantitative Equity Funds, Inc. | Non-compliant | 194 | 93% |
| BIGTX | The Texas Fund· Monteagle Funds | Non-compliant | 81 | 90% |
| BIGUX | Baron International Growth Fund· BARON SELECT FUNDS | Non-compliant | 96 | 93% |
| BIGY | YieldMax(R) Target 12(TM) Big 50 Option Income ETF· Tidal Trust II | Non-compliant | 207 | 90% |
| BIIEX | Brandes International Equity Fund· Datum One Series Trust | Non-compliant | 70 | 71% |
| BIJEX | Brown Advisory - WMC Japan Equity Fund· Brown Advisory Funds | Non-compliant | 75 | 91% |
| BIL | State Street(R) SPDR(R) Bloomberg 1-3 Month T-Bill ETF· SPDR SERIES TRUST | Non-compliant | 25 | 95% |
| BILD | Nomura Global Listed Infrastructure ETF· Nomura ETF Trust | Non-compliant | 55 | 91% |
| BILDX | American Beacon DoubleLine Select Income Fund· AMERICAN BEACON FUNDS | Non-compliant | 92 | 32% |
| BILRX | American Beacon DoubleLine Select Income Fund· AMERICAN BEACON FUNDS | Non-compliant | 92 | 32% |
| BILS | State Street(R) SPDR(R) Bloomberg 3-12 Month T-Bill ETF· SPDR SERIES TRUST | Non-compliant | 30 | 93% |
| BILTX | American Beacon DoubleLine Select Income Fund· AMERICAN BEACON FUNDS | Non-compliant | 92 | 32% |
| BILZ | PIMCO Ultra Short Government Active Exchange-Traded Fund· PIMCO ETF Trust | Non-compliant | 5 | 100% |
| BIMIX | Baird Intermediate Bond Fund· Baird Funds Inc | Non-compliant | 887 | 64% |
| BIMSX | Baird Intermediate Bond Fund· Baird Funds Inc | Non-compliant | 887 | 64% |
| BINCX | Brandes International Small Cap Equity Fund· Datum One Series Trust | Non-compliant | 71 | 59% |
| BINDX | Baron India Fund· BARON SELECT FUNDS | Non-compliant | 39 | 99% |
| BINIX | Baron International Growth Fund· BARON SELECT FUNDS | Non-compliant | 96 | 93% |
| BINRX | Baron India Fund· BARON SELECT FUNDS | Non-compliant | 39 | 99% |
| BINSX | Baillie Gifford International Alpha Fund· Baillie Gifford Funds | Non-compliant | 82 | 93% |
| BINUX | Baron India Fund· BARON SELECT FUNDS | Non-compliant | 39 | 99% |
| BINV | Brandes International ETF· 2023 ETF Series Trust | Non-compliant | 67 | 90% |
| BIOIX | BARON OPPORTUNITY FUND· BARON INVESTMENT FUNDS TRUST (f/k/a BARON ASSET FUND) | Non-compliant | 49 | 80% |
| BIOPX | BARON OPPORTUNITY FUND· BARON INVESTMENT FUNDS TRUST (f/k/a BARON ASSET FUND) | Non-compliant | 49 | 80% |
| BIOUX | BARON OPPORTUNITY FUND· BARON INVESTMENT FUNDS TRUST (f/k/a BARON ASSET FUND) | Non-compliant | 49 | 80% |
| BIPIX | BIOTECHNOLOGY ULTRASECTOR PROFUND· ProFunds | Non-compliant | 159 | 43% |
| BIPSX | BIOTECHNOLOGY ULTRASECTOR PROFUND· ProFunds | Non-compliant | 159 | 43% |
| BISAX | Brandes International Small Cap Equity Fund· Datum One Series Trust | Non-compliant | 71 | 59% |
| BISLX | Brown Advisory Sustainable International Leaders Fund· Brown Advisory Funds | Non-compliant | 36 | 92% |
| BISMX | Brandes International Small Cap Equity Fund· Datum One Series Trust | Non-compliant | 71 | 59% |
| BISRX | Brandes International Small Cap Equity Fund· Datum One Series Trust | Non-compliant | 71 | 59% |
| BISVX | Brown Advisory Sustainable Value Fund· Brown Advisory Funds | Non-compliant | 43 | 87% |
| BITC | Bitwise Trendwise Bitcoin and Treasuries Rotation Strategy ETF· Bitwise Funds Trust | Non-compliant | 2 | 93% |
30,302 funds · page 19 of 304