30,354 funds screened by look-through to their filed holdings
Browse
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 |
|---|---|---|---|---|
| BWNYX | Greater Western New York Series· BULLFINCH FUND INC | Non-compliant | 35 | 91% |
| BWTG | Brendan Wood TopGun ETF· ETF Opportunities Trust | Non-compliant | 25 | 95% |
| BWX | State Street(R) SPDR(R) Bloomberg International Treasury Bond ETF· SPDR SERIES TRUST | Non-compliant | 1,375 | 6% |
| BWZ | State Street(R) SPDR(R) Bloomberg Short Term International Treasury Bond ETF· SPDR SERIES TRUST | Non-compliant | 255 | 6% |
| BXDCX | MML Barings Short-Duration Bond Fund· MASSMUTUAL PREMIER FUNDS | Non-compliant | 269 | 19% |
| BXDLX | MML Barings Short-Duration Bond Fund· MASSMUTUAL PREMIER FUNDS | Non-compliant | 269 | 19% |
| BXDMX | MML Barings Short-Duration Bond Fund· MASSMUTUAL PREMIER FUNDS | Non-compliant | 269 | 19% |
| BXDNX | MML Barings Short-Duration Bond Fund· MASSMUTUAL PREMIER FUNDS | Non-compliant | 269 | 19% |
| BXDYX | MML Barings Short-Duration Bond Fund· MASSMUTUAL PREMIER FUNDS | Non-compliant | 269 | 19% |
| BXFAX | MML Barings Global Floating Rate Fund· MassMutual Advantage Funds | Non-compliant | 328 | 6% |
| BXFCX | MML Barings Global Floating Rate Fund· MassMutual Advantage Funds | Non-compliant | 328 | 6% |
| BXFDX | MML Barings Global Floating Rate Fund· MassMutual Advantage Funds | Non-compliant | 328 | 6% |
| BXFEX | MML Barings Global Floating Rate Fund· MassMutual Advantage Funds | Non-compliant | 328 | 6% |
| BXFIX | MML Barings Global Floating Rate Fund· MassMutual Advantage Funds | Non-compliant | 328 | 6% |
| BXFYX | MML Barings Global Floating Rate Fund· MassMutual Advantage Funds | Non-compliant | 328 | 6% |
| BXHCX | MML Barings High Yield Fund· MASSMUTUAL PREMIER FUNDS | Non-compliant | 314 | 25% |
| BXHYX | MML Barings High Yield Fund· MASSMUTUAL PREMIER FUNDS | Non-compliant | 314 | 25% |
| BXIAX | MML Barings Unconstrained Income Fund· MassMutual Advantage Funds | Non-compliant | 627 | 14% |
| BXICX | MML Barings Unconstrained Income Fund· MassMutual Advantage Funds | Non-compliant | 627 | 14% |
| BXIDX | MML Barings Unconstrained Income Fund· MassMutual Advantage Funds | Non-compliant | 627 | 14% |
| BXIEX | MML Barings Unconstrained Income Fund· MassMutual Advantage Funds | Non-compliant | 627 | 14% |
| BXITX | MML Barings Unconstrained Income Fund· MassMutual Advantage Funds | Non-compliant | 627 | 14% |
| BXIYX | MML Barings Unconstrained Income Fund· MassMutual Advantage Funds | Non-compliant | 627 | 14% |
| BXSY | BEXIL INVESTMENT TRUST· Bexil Investment Trust | Non-compliant | 27 | 100% |
| BYMIX | BNY Mellon Corporate Bond Fund· BNY MELLON FUNDS TRUST | Non-compliant | 145 | 59% |
| BYMMX | BNY Mellon Corporate Bond Fund· BNY MELLON FUNDS TRUST | Non-compliant | 145 | 59% |
| BYRE | Principal Real Estate Active Opportunities ETF· Principal Exchange-Traded Funds | Non-compliant | 52 | 86% |
| BYSAX | BNY Mellon Short Term Income Fund· BNY Mellon Investment Funds VII, Inc. | Non-compliant | 364 | 35% |
| BYSIX | BNY Mellon Short Term Income Fund· BNY Mellon Investment Funds VII, Inc. | Non-compliant | 364 | 35% |
| BYSYX | BNY Mellon Short Term Income Fund· BNY Mellon Investment Funds VII, Inc. | Non-compliant | 364 | 35% |
| CAAA | First Trust AAA CMBS ETF· First Trust Exchange-Traded Fund IV | Non-compliant | 108 | 8% |
| CAABX | ClearBridge Sustainability Leaders Fund· Legg Mason Partners Investment Trust | Non-compliant | 61 | 93% |
| CAAFX | Short-Term Bond Fund of America | Non-compliant | 1,460 | 48% |
| CAAIX | Ariel Appreciation Fund· Ariel Investment Trust | Non-compliant | 45 | 88% |
| CAAPX | Ariel Appreciation Fund· Ariel Investment Trust | Non-compliant | 45 | 88% |
| CABDX | AB RELATIVE VALUE FUND, INC. | Non-compliant | 80 | 90% |
| CABIX | AB GLOBAL RISK ALLOCATION FUND, INC. | Non-compliant | 287 | 17% |
| CABNX | AB GLOBAL RISK ALLOCATION FUND, INC. | Non-compliant | 287 | 17% |
| CADLX | Columbia Commodity Strategy Fund· Columbia Funds Series Trust II | Non-compliant | 321 | 16% |
| CADPX | Columbia International Dividend Income Fund· COLUMBIA FUNDS SERIES TRUST I | Non-compliant | 61 | 96% |
| CADRX | Columbia Large Cap Growth Opportunity Fund· COLUMBIA FUNDS SERIES TRUST | Non-compliant | 44 | 98% |
| CADVX | Calamos Dividend Growth Fund· CALAMOS INVESTMENT TRUST/IL | Non-compliant | 104 | 98% |
| CAEAX | Columbia Acorn European Fund· COLUMBIA ACORN TRUST | Non-compliant | 96 | 97% |
| CAEIX | Calvert Global Energy Solutions Fund· Calvert Impact Fund, Inc. | Non-compliant | 194 | 87% |
| CAEZX | Columbia Acorn European Fund· COLUMBIA ACORN TRUST | Non-compliant | 96 | 97% |
| CAF | Morgan Stanley China A Share Fund, Inc. | Non-compliant | 74 | 76% |
| CAFAX | AMCAP Fund | Non-compliant | 121 | 94% |
| CAFCX | AMCAP Fund | Non-compliant | 121 | 94% |
| CAFEX | AMCAP Fund | Non-compliant | 121 | 94% |
| CAFFX | AMCAP Fund | Non-compliant | 121 | 94% |
| CAFG | Pacer US Small Cap Cash Cows Growth Leaders ETF· Pacer Funds Trust | Non-compliant | 102 | 78% |
| CAFRX | AFRICA FUND· Commonwealth International Series Trust | Non-compliant | 41 | 73% |
| CAFX | Congress Intermediate Bond ETF· Professionally Managed Portfolios | Non-compliant | 50 | 75% |
| CAGCX | Calamos Global Convertible Fund· CALAMOS INVESTMENT TRUST/IL | Non-compliant | 120 | 67% |
| CAGEX | Calamos Global Equity Fund· CALAMOS INVESTMENT TRUST/IL | Non-compliant | 70 | 95% |
| CAHEX | Calamos Hedged Equity Fund· CALAMOS INVESTMENT TRUST/IL | Non-compliant | 273 | 90% |
| CAIBX | Capital Income Builder | Non-compliant | 2,791 | 87% |
| CAIE | Calamos Autocallable Income ETF· Calamos ETF Trust | Non-compliant | 3 | 14% |
| CAIFX | Capital Income Builder | Non-compliant | 2,791 | 87% |
| CAIRX | Columbia Acorn International· COLUMBIA ACORN TRUST | Non-compliant | 66 | 92% |
| CALF | Pacer US Small Cap Cash Cows 100 ETF· Pacer Funds Trust | Non-compliant | 200 | 80% |
| CALRX | Calvert Small Cap Fund· Calvert Impact Fund, Inc. | Non-compliant | 69 | 86% |
| CAMIX | Cambiar International Equity Fund· ADVISORS' INNER CIRCLE FUND | Non-compliant | 47 | 81% |
| CAML | Congress Large Cap Growth ETF· Professionally Managed Portfolios | Non-compliant | 39 | 98% |
| CAMLX | Congress Large Cap Growth Fund· Professionally Managed Portfolios | Non-compliant | 40 | 97% |
| CAMMX | Cambiar SMID Fund· ADVISORS' INNER CIRCLE FUND | Non-compliant | 42 | 84% |
| CAMOX | Cambiar Opportunity Fund· ADVISORS' INNER CIRCLE FUND | Non-compliant | 43 | 98% |
| CAMSX | Cambiar Small Cap Fund· ADVISORS' INNER CIRCLE FUND | Non-compliant | 44 | 82% |
| CAMUX | Cambiar SMID Fund· ADVISORS' INNER CIRCLE FUND | Non-compliant | 42 | 84% |
| CAMWX | Cambiar Opportunity Fund· ADVISORS' INNER CIRCLE FUND | Non-compliant | 43 | 98% |
| CAMX | Cambiar Aggressive Value ETF· ADVISORS' INNER CIRCLE FUND | Non-compliant | 32 | 97% |
| CAMYX | Cambiar International Equity Fund· ADVISORS' INNER CIRCLE FUND | Non-compliant | 47 | 81% |
| CAMZX | Cambiar Small Cap Fund· ADVISORS' INNER CIRCLE FUND | Non-compliant | 44 | 82% |
| CANAX | American Funds Strategic Bond Fund | Non-compliant | 2,624 | 52% |
| CANC | Tema Oncology ETF· Tema ETF Trust | Non-compliant | 57 | 67% |
| CANCX | American Funds Strategic Bond Fund | Non-compliant | 2,624 | 52% |
| CANEX | American Funds Strategic Bond Fund | Non-compliant | 2,624 | 52% |
| CANFX | American Funds Strategic Bond Fund | Non-compliant | 2,624 | 52% |
| CAPAX | Federated Hermes Capital Income Fund· Federated Hermes Income Securities Trust | Non-compliant | 313 | 50% |
| CAPCX | Federated Hermes Capital Income Fund· Federated Hermes Income Securities Trust | Non-compliant | 313 | 50% |
| CAPE | DoubleLine Shiller Cape U.S. Equities ETF· DoubleLine ETF Trust | Non-compliant | 182 | 96% |
| CAPFX | Federated Hermes Capital Income Fund· Federated Hermes Income Securities Trust | Non-compliant | 313 | 50% |
| CAPPX | CANTERBURY PORTFOLIO THERMOSTAT FUND· Capitol Series Trust | Non-compliant | 19 | 49% |
| CAPRX | Federated Hermes Capital Income Fund· Federated Hermes Income Securities Trust | Non-compliant | 313 | 50% |
| CAPSX | Federated Hermes Capital Income Fund· Federated Hermes Income Securities Trust | Non-compliant | 313 | 50% |
| CAPTX | CANTERBURY PORTFOLIO THERMOSTAT FUND· Capitol Series Trust | Non-compliant | 19 | 49% |
| CAREX | Domini Sustainable Solutions Fund· Domini Investment Trust | Non-compliant | 47 | 91% |
| CARY | Angel Oak Income ETF· Angel Oak | Non-compliant | 798 | 30% |
| CARYX | Columbia Adaptive Risk Allocation Fund· COLUMBIA FUNDS SERIES TRUST I | Non-compliant | 352 | 27% |
| CARZ | First Trust S-Network Future Vehicles & Technology ETF· First Trust Exchange-Traded Fund II | Non-compliant | 102 | 95% |
| CATH | Global X S&P 500 Catholic Values ETF· GLOBAL X FUNDS | Non-compliant | 446 | 99% |
| CAUKX | U.S. Government Securities Fund· SHELTON FUNDS | Non-compliant | 19 | 100% |
| CAUSX | U.S. Government Securities Fund· SHELTON FUNDS | Non-compliant | 19 | 100% |
| CAVAX | Catholic Values Equity Fund· SEI CATHOLIC VALUES TRUST | Non-compliant | 980 | 92% |
| CAVYX | Catholic Values Equity Fund· SEI CATHOLIC VALUES TRUST | Non-compliant | 980 | 92% |
| CAXAX | Catalyst/MAP Global Equity Fund· MUTUAL FUND SERIES TRUST | Non-compliant | 52 | 84% |
| CAXCX | Catalyst/MAP Global Equity Fund· MUTUAL FUND SERIES TRUST | Non-compliant | 52 | 84% |
| CAXIX | Catalyst/MAP Global Equity Fund· MUTUAL FUND SERIES TRUST | Non-compliant | 52 | 84% |
| CBABX | Columbia Balanced Fund· COLUMBIA FUNDS SERIES TRUST I | Non-compliant | 1,030 | 78% |
| CBACX | AB GLOBAL RISK ALLOCATION FUND, INC. | Non-compliant | 287 | 17% |
30,354 funds · page 23 of 304