30,326 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 |
|---|---|---|---|---|
| BPH | BP p.l.c. ADRhedged· Precidian ETFs Trust | Non-compliant | 3 | 95% |
| BPI | Grayscale Bitcoin Premium Income ETF· Grayscale Funds Trust | Non-compliant | 7 | 75% |
| BPRGX | Boston Partners Global Equity Fund· RBB Fund, Inc. | Non-compliant | 121 | 88% |
| BPSCX | Boston Partners Small Cap Value Fund II· RBB Fund, Inc. | Non-compliant | 162 | 72% |
| BPSIX | Boston Partners Small Cap Value Fund II· RBB Fund, Inc. | Non-compliant | 162 | 72% |
| BPSRX | Boston Partners Small Cap Value Fund II· RBB Fund, Inc. | Non-compliant | 162 | 72% |
| BPTIX | Baron Partners Fund· BARON SELECT FUNDS | Non-compliant | 31 | 63% |
| BPTRX | Baron Partners Fund· BARON SELECT FUNDS | Non-compliant | 31 | 63% |
| BPTUX | Baron Partners Fund· BARON SELECT FUNDS | Non-compliant | 31 | 63% |
| BQLCX | Bright Rock Large Cap Fund· Trust for Professional Managers | Non-compliant | 40 | 96% |
| BQLIX | Bright Rock Large Cap Fund· Trust for Professional Managers | Non-compliant | 40 | 96% |
| BQMGX | Bright Rock Mid Cap Fund· Trust for Professional Managers | Non-compliant | 36 | 91% |
| BQMIX | Bright Rock Mid Cap Fund· Trust for Professional Managers | Non-compliant | 36 | 91% |
| BRACX | BATS: Corporate Credit Total Return Series· BlackRock Allocation Target Shares | Non-compliant | 1,401 | 60% |
| BRAGX | Aggressive Investors 1 Fund· Bridgeway Funds, Inc. | Non-compliant | 96 | 97% |
| BRASX | BATS: Short Duration Taxable Total Return Series· BlackRock Allocation Target Shares | Non-compliant | 796 | 43% |
| BRAZ | Global X Brazil Active ETF· GLOBAL X FUNDS | Non-compliant | 28 | 65% |
| BRBCX | BlackRock Tactical Opportunities Fund· BlackRock Funds | Non-compliant | 1,116 | 82% |
| BRCAX | Invesco Balanced-Risk Commodity Strategy Fund· AIM Investment Funds (Invesco Investment Funds) | Non-compliant | 42 | 32% |
| BRCCX | Invesco Balanced-Risk Commodity Strategy Fund· AIM Investment Funds (Invesco Investment Funds) | Non-compliant | 42 | 32% |
| BRCE | MFS Blended Research Core Equity ETF· MFS Active Exchange Traded Funds Trust | Non-compliant | 99 | 96% |
| BRCNX | Invesco Balanced-Risk Commodity Strategy Fund· AIM Investment Funds (Invesco Investment Funds) | Non-compliant | 42 | 32% |
| BRCRX | Invesco Balanced-Risk Commodity Strategy Fund· AIM Investment Funds (Invesco Investment Funds) | Non-compliant | 42 | 32% |
| BRCYX | Invesco Balanced-Risk Commodity Strategy Fund· AIM Investment Funds (Invesco Investment Funds) | Non-compliant | 42 | 32% |
| BREE | MFS Blended Research Emerging Markets Equity ETF· MFS Active Exchange Traded Funds Trust | Non-compliant | 146 | 93% |
| BREFX | Baron Real Estate Fund· BARON SELECT FUNDS | Non-compliant | 44 | 95% |
| BREIX | Baron Real Estate Fund· BARON SELECT FUNDS | Non-compliant | 44 | 95% |
| BRES | Burney U.S. Equity Select ETF· EA Series Trust | Non-compliant | 73 | 93% |
| BREUX | Baron Real Estate Fund· BARON SELECT FUNDS | Non-compliant | 44 | 95% |
| BRF | VanEck Brazil Small-Cap ETF· VanEck ETF Trust | Non-compliant | 90 | 43% |
| BRGIX | Bridges Investment Fund· Professionally Managed Portfolios | Non-compliant | 38 | 100% |
| BRIB | FIS Bright Portfolios Core Bond ETF· FIS Trust | Non-compliant | 101 | 69% |
| BRIE | MFS Blended Research International Equity ETF· MFS Active Exchange Traded Funds Trust | Non-compliant | 168 | 94% |
| BRIF | FIS Bright Portfolios Focused Equity ETF· FIS Trust | Non-compliant | 47 | 92% |
| BRIFX | Baron Real Estate Income Fund· BARON SELECT FUNDS | Non-compliant | 33 | 90% |
| BRIIX | Baron Real Estate Income Fund· BARON SELECT FUNDS | Non-compliant | 33 | 90% |
| BRIUX | Baron Real Estate Income Fund· BARON SELECT FUNDS | Non-compliant | 33 | 90% |
| BRKAX | MFS Blended Research Emerging Markets Equity Fund· MFS SERIES TRUST IV | Non-compliant | 149 | 93% |
| BRKBX | MFS Blended Research Emerging Markets Equity Fund· MFS SERIES TRUST IV | Non-compliant | 149 | 93% |
| BRKC | YieldMax(R) Brk.b Option Income Strategy ETF· Tidal Trust II | Non-compliant | 12 | 91% |
| BRKCX | MFS Blended Research Emerging Markets Equity Fund· MFS SERIES TRUST IV | Non-compliant | 149 | 93% |
| BRKIX | MFS Blended Research Emerging Markets Equity Fund· MFS SERIES TRUST IV | Non-compliant | 149 | 93% |
| BRKRX | MFS Blended Research Emerging Markets Equity Fund· MFS SERIES TRUST IV | Non-compliant | 149 | 93% |
| BRKSX | MFS Blended Research Emerging Markets Equity Fund· MFS SERIES TRUST IV | Non-compliant | 149 | 93% |
| BRKTX | MFS Blended Research Emerging Markets Equity Fund· MFS SERIES TRUST IV | Non-compliant | 149 | 93% |
| BRKU | Direxion Daily BRKB Bull 2X Shares· Direxion Shares ETF Trust | Non-compliant | 9 | 10% |
| BRKUX | MFS Blended Research Emerging Markets Equity Fund· MFS SERIES TRUST IV | Non-compliant | 149 | 93% |
| BRKVX | MFS Blended Research Emerging Markets Equity Fund· MFS SERIES TRUST IV | Non-compliant | 149 | 93% |
| BRKW | Roundhill BRKB WeeklyPay ETF· Roundhill ETF Trust | Non-compliant | 4 | 90% |
| BRLGX | American Beacon Man Large Cap Growth Fund· AMERICAN BEACON FUNDS | Non-compliant | 72 | 97% |
| BRLVX | American Beacon Man Large Cap Value Fund· AMERICAN BEACON FUNDS | Non-compliant | 108 | 94% |
| BRNY | Burney U.S. Factor Rotation ETF· EA Series Trust | Non-compliant | 71 | 93% |
| BROL | Baron Risk Optimized Large Cap ETF· Baron ETF Trust | Non-compliant | 61 | 94% |
| BRSBX | MFS Blended Research Small Cap Equity Fund· MFS SERIES TRUST X | Non-compliant | 236 | 82% |
| BRSDX | MFS Blended Research Small Cap Equity Fund· MFS SERIES TRUST X | Non-compliant | 236 | 82% |
| BRSHX | MFS Blended Research Small Cap Equity Fund· MFS SERIES TRUST X | Non-compliant | 236 | 82% |
| BRSIX | Ultra-Small Company Market Fund· Bridgeway Funds, Inc. | Non-compliant | 547 | 72% |
| BRSJX | MFS Blended Research Small Cap Equity Fund· MFS SERIES TRUST X | Non-compliant | 236 | 82% |
| BRSPX | MFS Blended Research Small Cap Equity Fund· MFS SERIES TRUST X | Non-compliant | 236 | 82% |
| BRSSX | MFS Blended Research Small Cap Equity Fund· MFS SERIES TRUST X | Non-compliant | 236 | 82% |
| BRSTX | MFS Blended Research Small Cap Equity Fund· MFS SERIES TRUST X | Non-compliant | 236 | 82% |
| BRSUX | MFS Blended Research Small Cap Equity Fund· MFS SERIES TRUST X | Non-compliant | 236 | 82% |
| BRSVX | Small-Cap Value Fund· Bridgeway Funds, Inc. | Non-compliant | 173 | 83% |
| BRSYX | MFS Blended Research Small Cap Equity Fund· MFS SERIES TRUST X | Non-compliant | 236 | 82% |
| BRTNX | Bretton Fund· PFS FUNDS | Non-compliant | 20 | 96% |
| BRUDX | MFS Blended Research Value Equity Fund· MFS SERIES TRUST X | Non-compliant | 126 | 91% |
| BRUEX | MFS Blended Research Value Equity Fund· MFS SERIES TRUST X | Non-compliant | 126 | 91% |
| BRUFX | BRUCE FUND· Bruce Fund, Inc. | Non-compliant | 43 | 75% |
| BRUGX | MFS Blended Research Value Equity Fund· MFS SERIES TRUST X | Non-compliant | 126 | 91% |
| BRUHX | MFS Blended Research Value Equity Fund· MFS SERIES TRUST X | Non-compliant | 126 | 91% |
| BRUJX | MFS Blended Research Value Equity Fund· MFS SERIES TRUST X | Non-compliant | 126 | 91% |
| BRUKX | MFS Blended Research Value Equity Fund· MFS SERIES TRUST X | Non-compliant | 126 | 91% |
| BRULX | MFS Blended Research Value Equity Fund· MFS SERIES TRUST X | Non-compliant | 126 | 91% |
| BRUNX | MFS Blended Research Value Equity Fund· MFS SERIES TRUST X | Non-compliant | 126 | 91% |
| BRUSX | Ultra-Small Company Fund· Bridgeway Funds, Inc. | Non-compliant | 215 | 74% |
| BRWAX | MFS Blended Research Growth Equity Fund· MFS SERIES TRUST X | Non-compliant | 72 | 97% |
| BRWBX | MFS Blended Research Growth Equity Fund· MFS SERIES TRUST X | Non-compliant | 72 | 97% |
| BRWCX | MFS Blended Research Growth Equity Fund· MFS SERIES TRUST X | Non-compliant | 72 | 97% |
| BRWIX | AMG Boston Common Global Impact Fund· AMG Funds I | Non-compliant | 66 | 94% |
| BRWJX | MFS Blended Research Growth Equity Fund· MFS SERIES TRUST X | Non-compliant | 72 | 97% |
| BRWRX | MFS Blended Research Growth Equity Fund· MFS SERIES TRUST X | Non-compliant | 72 | 97% |
| BRWSX | MFS Blended Research Growth Equity Fund· MFS SERIES TRUST X | Non-compliant | 72 | 97% |
| BRWTX | MFS Blended Research Growth Equity Fund· MFS SERIES TRUST X | Non-compliant | 72 | 97% |
| BRWUX | MFS Blended Research Growth Equity Fund· MFS SERIES TRUST X | Non-compliant | 72 | 97% |
| BRWVX | MFS Blended Research Growth Equity Fund· MFS SERIES TRUST X | Non-compliant | 72 | 97% |
| BRXAX | MFS Blended Research International Equity Fund· MFS SERIES TRUST IV | Non-compliant | 171 | 94% |
| BRXBX | MFS Blended Research International Equity Fund· MFS SERIES TRUST IV | Non-compliant | 171 | 94% |
| BRXCX | MFS Blended Research International Equity Fund· MFS SERIES TRUST IV | Non-compliant | 171 | 94% |
| BRXIX | MFS Blended Research International Equity Fund· MFS SERIES TRUST IV | Non-compliant | 171 | 94% |
| BRXRX | MFS Blended Research International Equity Fund· MFS SERIES TRUST IV | Non-compliant | 171 | 94% |
| BRXSX | MFS Blended Research International Equity Fund· MFS SERIES TRUST IV | Non-compliant | 171 | 94% |
| BRXTX | MFS Blended Research International Equity Fund· MFS SERIES TRUST IV | Non-compliant | 171 | 94% |
| BRXUX | MFS Blended Research International Equity Fund· MFS SERIES TRUST IV | Non-compliant | 171 | 94% |
| BRXVX | MFS Blended Research International Equity Fund· MFS SERIES TRUST IV | Non-compliant | 171 | 94% |
| BSBIX | Baird Short-Term Bond Fund· Baird Funds Inc | Non-compliant | 506 | 54% |
| BSBSX | Baird Short-Term Bond Fund· Baird Funds Inc | Non-compliant | 506 | 54% |
| BSCAX | Brandes Small Cap Value Fund· Datum One Series Trust | Non-compliant | 48 | 58% |
| BSCFX | BARON SMALL CAP FUND· BARON INVESTMENT FUNDS TRUST (f/k/a BARON ASSET FUND) | Non-compliant | 55 | 90% |
| BSCMX | Brandes Small Cap Value Fund· Datum One Series Trust | Non-compliant | 48 | 58% |
| BSCQ | Invesco BulletShares 2026 Corporate Bond ETF· Invesco Exchange-Traded Self-Indexed Fund Trust | Non-compliant | 233 | 65% |
30,326 funds · page 21 of 304