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 |
|---|---|---|---|---|
| OPEG | — | Undecided | — | — |
| OPER | ClearShares Ultra-Short Maturity ETF· ETF Series Solutions | Undecided | 5 | — |
| OPEX | Tradr 2X Long OPEN Daily ETF· INVESTMENT MANAGERS SERIES TRUST II | Undecided | 2 | — |
| OPEZ | — | Undecided | — | — |
| OPGXX | — | Undecided | 1 | — |
| OPIXX | — | Undecided | 1 | — |
| OPL | — | Undecided | — | — |
| OPNYX | Invesco Rochester AMT-Free New York Municipal Fund· AIM Tax-Exempt Funds (Invesco Tax-Exempt Funds) | Undecided | 294 | — |
| OPRXX | — | Undecided | 1 | — |
| OPTAX | Invesco AMT-Free Municipal Income Fund· AIM Tax-Exempt Funds (Invesco Tax-Exempt Funds) | Undecided | 530 | — |
| OPTCX | Optima Strategic Credit Fund· RBB Fund, Inc. | Undecided | 4 | — |
| OPTXX | — | Undecided | 1 | — |
| OPYMX | Invesco Environmental Focus Municipal Fund· AIM Tax-Exempt Funds (Invesco Tax-Exempt Funds) | Undecided | 75 | — |
| ORAC | — | Undecided | — | — |
| ORB | — | Undecided | — | — |
| ORCS | Direxion Daily ORCL Bear 1X ETF· Direxion Shares ETF Trust | Undecided | 7 | — |
| ORCU | Direxion Daily ORCL Bull 2X ETF· Direxion Shares ETF Trust | Undecided | 10 | 9% |
| ORCW | — | Undecided | — | — |
| ORCX | Defiance Daily Target 2x Long Orcl ETF· Tidal Trust II | Undecided | 9 | 80% |
| ORCY | — | Undecided | — | — |
| ORCZ | — | Undecided | — | — |
| ORIGX | NORTH SQUARE SPECTRUM ALPHA FUND· Exchange Place Advisors Trust | Undecided | 5 | — |
| ORILX | NORTH SQUARE MULTI STRATEGY FUND· Exchange Place Advisors Trust | Undecided | 14 | — |
| ORIYX | NORTH SQUARE SPECTRUM ALPHA FUND· Exchange Place Advisors Trust | Undecided | 5 | — |
| ORLS | — | Undecided | — | — |
| ORNAX | Invesco Rochester Municipal Opportunities Fund· AIM Tax-Exempt Funds (Invesco Tax-Exempt Funds) | Undecided | 1,521 | — |
| ORNCX | Invesco Rochester Municipal Opportunities Fund· AIM Tax-Exempt Funds (Invesco Tax-Exempt Funds) | Undecided | 1,521 | — |
| ORNYX | Invesco Rochester Municipal Opportunities Fund· AIM Tax-Exempt Funds (Invesco Tax-Exempt Funds) | Undecided | 1,521 | — |
| ORO | Arrow Valtoro ETF· Arrow Investments Trust | Undecided | 3 | — |
| ORR | Militia Long/Short Equity ETF· EA Series Trust | Undecided | 164 | 65% |
| ORTBX | NYLIM MacKay Oregon Muni Fund· NYLIM FUNDS TRUST | Undecided | 160 | 3% |
| ORTCX | NYLIM MacKay Oregon Muni Fund· NYLIM FUNDS TRUST | Undecided | 160 | 3% |
| ORTFX | NYLIM MacKay Oregon Muni Fund· NYLIM FUNDS TRUST | Undecided | 160 | 3% |
| ORTYX | NYLIM MacKay Oregon Muni Fund· NYLIM FUNDS TRUST | Undecided | 160 | 3% |
| OSCFX | Optima Strategic Credit Fund· RBB Fund, Inc. | Undecided | 4 | — |
| OSCU | — | Undecided | — | — |
| OSTAX | JPMorgan Short-Intermediate Municipal Bond Fund· JPMorgan Trust II | Undecided | 415 | 0% |
| OSTSX | JPMorgan Short-Intermediate Municipal Bond Fund· JPMorgan Trust II | Undecided | 415 | 0% |
| OTAX | — | Undecided | — | — |
| OTCRX | Otter Creek Long/Short Opportunity Fund· Professionally Managed Portfolios | Undecided | 60 | 61% |
| OTPIX | NASDAQ-100 PROFUND· ProFunds | Undecided | 114 | 52% |
| OTPSX | NASDAQ-100 PROFUND· ProFunds | Undecided | 114 | 52% |
| OTRFX | OnTrack Core Fund· Advisors Preferred Trust | Undecided | 13 | — |
| OTRGX | OnTrack Core Fund· Advisors Preferred Trust | Undecided | 13 | — |
| OTTRX | Otter Creek Long/Short Opportunity Fund· Professionally Managed Portfolios | Undecided | 60 | 61% |
| OUNZ | — | Undecided | — | — |
| OUSL | — | Undecided | — | — |
| OVB | Overlay Shares Core Bond ETF· Listed Funds Trust | Undecided | 10 | — |
| OVEAX | Sterling Capital Mid Value Fund· Sterling Capital Funds | Undecided | — | — |
| OVECX | Sterling Capital Mid Value Fund· Sterling Capital Funds | Undecided | — | — |
| OVEEX | — | Undecided | — | — |
| OVEIX | Sterling Capital Mid Value Fund· Sterling Capital Funds | Undecided | — | — |
| OVF | Overlay Shares Foreign Equity ETF· Listed Funds Trust | Undecided | 12 | — |
| OVHEX | — | Undecided | — | — |
| OVL | Overlay Shares Large Cap Equity ETF· Listed Funds Trust | Undecided | 10 | — |
| OVLH | Overlay Shares Hedged Large Cap Equity ETF· Listed Funds Trust | Undecided | 9 | — |
| OVM | Overlay Shares Municipal Bond ETF· Listed Funds Trust | Undecided | 11 | — |
| OVS | Overlay Shares Small Cap Equity ETF· Listed Funds Trust | Undecided | 10 | — |
| OVT | Overlay Shares Short Term Bond ETF· Listed Funds Trust | Undecided | 10 | — |
| OWCAX | Old Westbury California Municipal Bond Fund· Old Westbury Funds Inc | Undecided | 110 | 2% |
| OWLX | — | Undecided | — | — |
| OWLZ | — | Undecided | — | — |
| OWMBX | Old Westbury Municipal Bond Fund· Old Westbury Funds Inc | Undecided | 543 | 3% |
| OWN | — | Undecided | — | — |
| OWNS | — | Undecided | — | — |
| OWNYX | Old Westbury New York Municipal Bond Fund· Old Westbury Funds Inc | Undecided | 159 | 2% |
| OWVAX | Sterling Capital West Virginia Intermediate· Sterling Capital Funds | Undecided | 44 | — |
| OXLC | Oxford Lane Capital Corp. | Undecided | 327 | — |
| OXLCM | Oxford Lane Capital Corp. | Undecided | 327 | — |
| OXLCN | Oxford Lane Capital Corp. | Undecided | 327 | — |
| OXLCO | Oxford Lane Capital Corp. | Undecided | 327 | — |
| PAAA | PGIM AAA CLO ETF· PGIM ETF Trust | Undecided | 330 | — |
| PAAIX | PIMCO All Asset Fund· PIMCO FUNDS | Undecided | 29 | — |
| PAAKX | Putnam Retirement Advantage 2060 Fund· Putnam Target Date Funds | Undecided | 3 | — |
| PAALX | PIMCO All Asset Fund· PIMCO FUNDS | Undecided | 29 | — |
| PAAMX | Putnam Retirement Advantage 2060 Fund· Putnam Target Date Funds | Undecided | 3 | — |
| PAANX | PIMCO All Asset Fund· PIMCO FUNDS | Undecided | 29 | — |
| PAAPX | Putnam Retirement Advantage 2060 Fund· Putnam Target Date Funds | Undecided | 3 | — |
| PAAU | T-REX 2X Long PAAS Daily Target ETF· ETF Opportunities Trust | Undecided | 2 | — |
| PAAVX | Putnam Retirement Advantage 2060 Fund· Putnam Target Date Funds | Undecided | 3 | — |
| PAAWX | Putnam Retirement Advantage 2055 Fund· Putnam Target Date Funds | Undecided | 3 | — |
| PACJX | Putnam Retirement Advantage 2055 Fund· Putnam Target Date Funds | Undecided | 3 | — |
| PACSX | Putnam Retirement Advantage 2055 Fund· Putnam Target Date Funds | Undecided | 3 | — |
| PACWX | Putnam Retirement Advantage 2055 Fund· Putnam Target Date Funds | Undecided | 3 | — |
| PADLX | Putnam Retirement Advantage Maturity Fund· Putnam Target Date Funds | Undecided | 2 | — |
| PADQX | — | Undecided | — | — |
| PADYX | Putnam Retirement Advantage 2055 Fund· Putnam Target Date Funds | Undecided | 3 | — |
| PAEKX | Putnam Retirement Advantage 2050 Fund· Putnam Target Date Funds | Undecided | 3 | — |
| PAEMX | PIMCO Emerging Markets Bond Fund· PIMCO FUNDS | Undecided | 1,604 | 11% |
| PAENX | Putnam Retirement Advantage 2050 Fund· Putnam Target Date Funds | Undecided | 3 | — |
| PAEQX | Putnam Retirement Advantage 2050 Fund· Putnam Target Date Funds | Undecided | 3 | — |
| PAERX | T. Rowe Price Target 2010 Fund· T. ROWE PRICE RETIREMENT FUNDS, INC. | Undecided | 26 | 1% |
| PAETX | Putnam Retirement Advantage Maturity Fund· Putnam Target Date Funds | Undecided | 2 | — |
| PAEU | — | Undecided | — | — |
| PAEZX | Putnam Retirement Advantage 2050 Fund· Putnam Target Date Funds | Undecided | 3 | — |
| PAFFX | T. Rowe Price Target 2045 Fund· T. ROWE PRICE RETIREMENT FUNDS, INC. | Undecided | 24 | 1% |
| PAFIX | Global Macro Fund· Principal Funds, Inc | Undecided | 236 | — |
| PAFJX | Putnam Retirement Advantage 2045 Fund· Putnam Target Date Funds | Undecided | 3 | — |
| PAFMX | Putnam Retirement Advantage 2045 Fund· Putnam Target Date Funds | Undecided | 3 | — |
| PAFOX | Putnam Retirement Advantage 2030 Fund· Putnam Target Date Funds | Undecided | 4 | — |
30,351 funds · page 262 of 304