30,249 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 |
|---|---|---|---|---|
| PRTMX | T. Rowe Price Intermediate Municipal Bond Fund· T. ROWE PRICE SUMMIT MUNICIPAL FUNDS, INC. | Undecided | 1,218 | 0% |
| PRTO | Rcn Pareto Strategic Allocation ETF· Tidal Trust III | Undecided | 19 | 5% |
| PRTPX | PIMCO Long-Term Real Return Fund· PIMCO FUNDS | Undecided | 575 | 65% |
| PRTXX | — | Undecided | 51 | 43% |
| PRVAX | T. Rowe Price Virginia Tax-Free Bond Fund· T. ROWE PRICE STATE TAX-FREE FUNDS, INC. | Undecided | 411 | — |
| PRVXX | — | Undecided | 65 | 58% |
| PRXCX | T. Rowe Price California Tax-Free Bond Fund· T. ROWE PRICE STATE TAX-FREE FUNDS, INC. | Undecided | 389 | 1% |
| PRXI | — | Undecided | — | — |
| PRXIX | T. Rowe Price Emerging Markets Bond Fund· T. ROWE PRICE INTERNATIONAL FUNDS, INC. | Undecided | 479 | 1% |
| PRXXX | — | Undecided | 18 | 82% |
| PRYXX | — | Undecided | 15 | 100% |
| PSAIX | PIMCO Global Advantage Strategy Bond Fund· PIMCO FUNDS | Undecided | 1,111 | 45% |
| PSAJX | SAM Balanced Portfolio· Principal Funds, Inc | Undecided | 29 | — |
| PSBFX | SAM Balanced Portfolio· Principal Funds, Inc | Undecided | 29 | — |
| PSBIX | SAM Balanced Portfolio· Principal Funds, Inc | Undecided | 29 | — |
| PSCAX | American Beacon SSI Alternative Income Fund· AMERICAN BEACON FUNDS | Undecided | 243 | 77% |
| PSCIX | American Beacon SSI Alternative Income Fund· AMERICAN BEACON FUNDS | Undecided | 243 | 77% |
| PSCJ | Pacer Swan SOS Conservative (July) ETF· Pacer Funds Trust | Undecided | 5 | — |
| PSCQ | Pacer Swan SOS Conservative (October) ETF· Pacer Funds Trust | Undecided | 5 | — |
| PSCSX | PIMCO StocksPLUS Small Fund· PIMCO FUNDS | Undecided | 1,322 | 60% |
| PSCW | Pacer Swan SOS Conservative (April) ETF· Pacer Funds Trust | Undecided | 5 | — |
| PSCX | Pacer Swan SOS Conservative (January) ETF· Pacer Funds Trust | Undecided | 5 | — |
| PSD | — | Undecided | — | — |
| PSEP | — | Undecided | — | — |
| PSFD | Pacer Swan SOS Flex (January) ETF· Pacer Funds Trust | Undecided | 6 | — |
| PSFF | Pacer Swan SOS Fund of Funds ETF· Pacer Funds Trust | Undecided | 14 | — |
| PSFIX | Virtus Newfleet Senior Floating Rate Fund· Virtus Opportunities Trust | Undecided | 287 | 6% |
| PSFJ | Pacer Swan SOS Flex (July) ETF· Pacer Funds Trust | Undecided | 6 | — |
| PSFM | Pacer Swan SOS Flex (April) ETF· Pacer Funds Trust | Undecided | 6 | — |
| PSFO | Pacer Swan SOS Flex (October) ETF· Pacer Funds Trust | Undecided | 6 | — |
| PSFRX | Virtus Newfleet Senior Floating Rate Fund· Virtus Opportunities Trust | Undecided | 287 | 6% |
| PSGFX | SAM Strategic Growth Portfolio· Principal Funds, Inc | Undecided | 21 | — |
| PSGPX | SAM Strategic Growth Portfolio· Principal Funds, Inc | Undecided | 21 | — |
| PSHCX | Pioneer Short Term Income Fund | Undecided | — | — |
| PSILX | T. Rowe Price Spectrum International Equity Fund· T. ROWE PRICE SPECTRUM FUND, INC. | Undecided | 12 | — |
| PSKAX | PIMCO StocksPLUS International Fund (Unhedged)· PIMCO FUNDS | Undecided | 1,205 | 55% |
| PSKIX | PIMCO StocksPLUS International Fund (Unhedged)· PIMCO FUNDS | Undecided | 1,205 | 55% |
| PSKNX | PIMCO StocksPLUS International Fund (Unhedged)· PIMCO FUNDS | Undecided | 1,205 | 55% |
| PSKPX | PIMCO StocksPLUS Fund· PIMCO FUNDS | Undecided | 1,096 | 41% |
| PSLDX | PIMCO StocksPLUS Long Duration Fund· PIMCO FUNDS | Undecided | 894 | 56% |
| PSLV | — | Undecided | — | — |
| PSMD | Pacer Swan SOS Moderate (January) ETF· Pacer Funds Trust | Undecided | 5 | — |
| PSMJ | Pacer Swan SOS Moderate (July) ETF· Pacer Funds Trust | Undecided | 5 | — |
| PSMO | Pacer Swan SOS Moderate (October) ETF· Pacer Funds Trust | Undecided | 5 | — |
| PSMPX | Penn Capital Mid Cap Core Fund· RBB Fund Trust | Undecided | — | — |
| PSMQX | Penn Capital Mid Cap Core Fund· RBB Fund Trust | Undecided | — | — |
| PSMR | Pacer Swan SOS Moderate (April) ETF· Pacer Funds Trust | Undecided | 5 | — |
| PSNNX | PIMCO StocksPLUS Short Fund· PIMCO FUNDS | Undecided | 1,147 | 68% |
| PSNSX | PIMCO StocksPLUS Small Fund· PIMCO FUNDS | Undecided | 1,322 | 60% |
| PSNYX | BNY Mellon New York AMT-Free Municipal Bond Fund· BNY MELLON NEW YORK AMT-FREE MUNICIPAL BOND FUND | Undecided | 231 | 2% |
| PSOCX | PIMCO StocksPLUS Absolute Return Fund· PIMCO FUNDS | Undecided | 1,430 | 52% |
| PSOX | — | Undecided | — | — |
| PSPAX | PIMCO StocksPLUS Fund· PIMCO FUNDS | Undecided | 1,096 | 41% |
| PSPCX | PIMCO StocksPLUS Fund· PIMCO FUNDS | Undecided | 1,096 | 41% |
| PSPDX | PIMCO StocksPLUS Fund· PIMCO FUNDS | Undecided | 1,096 | 41% |
| PSPLX | PIMCO StocksPLUS Short Fund· PIMCO FUNDS | Undecided | 1,147 | 68% |
| PSPNX | PIMCO StocksPLUS Absolute Return Fund· PIMCO FUNDS | Undecided | 1,430 | 52% |
| PSPRX | PIMCO StocksPLUS Fund· PIMCO FUNDS | Undecided | 1,096 | 41% |
| PSPTX | PIMCO StocksPLUS Absolute Return Fund· PIMCO FUNDS | Undecided | 1,430 | 52% |
| PSQ | ProShares Short QQQ· ProShares Trust | Undecided | 20 | 21% |
| PSQA | — | Undecided | — | — |
| PSQO | — | Undecided | — | — |
| PSSAX | PIMCO StocksPLUS Short Fund· PIMCO FUNDS | Undecided | 1,147 | 68% |
| PSSCX | PIMCO StocksPLUS Short Fund· PIMCO FUNDS | Undecided | 1,147 | 68% |
| PSSDX | PIMCO StocksPLUS Short Fund· PIMCO FUNDS | Undecided | 1,147 | 68% |
| PST | ProShares UltraShort 7-10 Year Treasury· ProShares Trust | Undecided | 10 | 0% |
| PSTDX | PIMCO StocksPLUS Absolute Return Fund· PIMCO FUNDS | Undecided | 1,430 | 52% |
| PSTIX | PIMCO StocksPLUS Short Fund· PIMCO FUNDS | Undecided | 1,147 | 68% |
| PSTKX | PIMCO StocksPLUS Fund· PIMCO FUNDS | Undecided | 1,096 | 41% |
| PSTNX | PIMCO StocksPLUS Fund· PIMCO FUNDS | Undecided | 1,096 | 41% |
| PSTP | — | Undecided | — | — |
| PSTR | — | Undecided | — | — |
| PSUYX | Pioneer Global Sustainable Value Fund· Pioneer Series Trust XIV | Undecided | — | — |
| PSWIX | SAM Strategic Growth Portfolio· Principal Funds, Inc | Undecided | 21 | — |
| PSWJX | SAM Strategic Growth Portfolio· Principal Funds, Inc | Undecided | 21 | — |
| PTAEX | Putnam Tax Exempt Income Fund | Undecided | 294 | 2% |
| PTAXX | — | Undecided | 341 | 39% |
| PTBAX | Principal LifeTime 2020 Fund· Principal Funds, Inc | Undecided | 22 | — |
| PTBCX | Tax-Exempt Bond Fund· Principal Funds, Inc | Undecided | 211 | — |
| PTBEX | Putnam Tax Exempt Income Fund | Undecided | 294 | 2% |
| PTBMX | Principal LifeTime 2020 Fund· Principal Funds, Inc | Undecided | 22 | — |
| PTBPX | Principal LifeTime 2020 Fund· Principal Funds, Inc | Undecided | 22 | — |
| PTBXX | — | Undecided | 105 | 34% |
| PTCAX | Principal LifeTime 2030 Fund· Principal Funds, Inc | Undecided | 22 | — |
| PTCIX | PIMCO Long-Term Credit Bond Fund· PIMCO FUNDS | Undecided | 1,511 | 62% |
| PTCMX | Principal LifeTime 2030 Fund· Principal Funds, Inc | Undecided | 22 | — |
| PTCPX | Principal LifeTime 2030 Fund· Principal Funds, Inc | Undecided | 22 | — |
| PTDAX | Principal LifeTime 2040 Fund· Principal Funds, Inc | Undecided | 19 | — |
| PTDIX | Principal LifeTime 2040 Fund· Principal Funds, Inc | Undecided | 19 | — |
| PTDJX | Principal LifeTime 2040 Fund· Principal Funds, Inc | Undecided | 19 | — |
| PTDMX | Principal LifeTime 2040 Fund· Principal Funds, Inc | Undecided | 19 | — |
| PTDPX | Principal LifeTime 2040 Fund· Principal Funds, Inc | Undecided | 19 | — |
| PTEAX | Tax-Exempt Bond Fund· Principal Funds, Inc | Undecided | 211 | — |
| PTEBX | BNY Mellon Opportunistic Municipal Securities Fund | Undecided | 249 | 0% |
| PTEC | Global X PropTech ETF· GLOBAL X FUNDS | Undecided | — | — |
| PTEFX | Principal LifeTime 2050 Fund· Principal Funds, Inc | Undecided | 19 | — |
| PTEPX | Putnam Pennsylvania Tax Exempt Income Fund | Undecided | 106 | 0% |
| PTERX | Principal LifeTime 2050 Fund· Principal Funds, Inc | Undecided | 19 | — |
| PTEXX | — | Undecided | 190 | — |
| PTFAX | PIMCO RAE Fundamental Advantage PLUS Fund· PIMCO FUNDS | Undecided | 1,279 | 57% |
30,249 funds · page 270 of 303