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 |
|---|---|---|---|---|
| SARK | Tradr 1X Short Innovation Daily ETF· INVESTMENT MANAGERS SERIES TRUST II | Undecided | 4 | — |
| SARM | — | Undecided | — | — |
| SASDX | SAAT Aggressive Strategy Fund· SEI ASSET ALLOCATION TRUST | Undecided | 12 | — |
| SAUG | FT Vest U.S. Small Cap Moderate Buffer ETF - August· First Trust Exchange-Traded Fund VIII | Undecided | 13 | 100% |
| SAUPX | SAM Flexible Income Portfolio· Principal Funds, Inc | Undecided | 26 | — |
| SAWMX | SA Worldwide Moderate Growth Fund· SA FUNDS INVESTMENT TRUST | Undecided | 8 | — |
| SBALX | — | Undecided | — | — |
| SBAR | — | Undecided | — | — |
| SBB | ProShares Short SmallCap600· ProShares Trust | Undecided | 8 | — |
| SBBAX | Franklin Multi-Asset Conservative Growth Fund· Legg Mason Partners Investment Trust | Undecided | 19 | — |
| SBCCX | Moderately Conservative Balanced Allocation Portfolio· SARATOGA ADVANTAGE TRUST | Undecided | 9 | — |
| SBCLX | Franklin Multi-Asset Defensive Growth Fund· Legg Mason Partners Investment Trust | Undecided | 19 | — |
| SBCPX | Franklin Multi-Asset Defensive Growth Fund· Legg Mason Partners Investment Trust | Undecided | 19 | — |
| SBDAX | CALIFORNIA MUNICIPAL BOND FUND· SEI TAX EXEMPT TRUST | Undecided | 137 | 1% |
| SBI | Western Asset Intermediate Muni Fund Inc. | Undecided | 268 | 1% |
| SBIL | — | Undecided | — | — |
| SBIT | ProShares UltraShort Bitcoin ETF· ProShares Trust | Undecided | 9 | — |
| SBLTX | Western Asset Intermediate-Term Municipals Fund· Legg Mason Partners Income Trust | Undecided | 365 | — |
| SBMBX | Saratoga Energy & Basic Materials Portfolio· SARATOGA ADVANTAGE TRUST | Undecided | — | — |
| SBMCX | Moderate Balanced Allocation Portfolio· SARATOGA ADVANTAGE TRUST | Undecided | 11 | — |
| SBMIX | Moderate Balanced Allocation Portfolio· SARATOGA ADVANTAGE TRUST | Undecided | 11 | — |
| SBPAX | Western Asset Pennsylvania Municipals Fund· Legg Mason Partners Income Trust | Undecided | 71 | — |
| SBTAX | WESTWOOD BROADMARK TACTICAL PLUS FUND· Ultimus Managers Trust | Undecided | 8 | — |
| SBTCX | WESTWOOD BROADMARK TACTICAL PLUS FUND· Ultimus Managers Trust | Undecided | 8 | — |
| SBTIX | WESTWOOD BROADMARK TACTICAL PLUS FUND· Ultimus Managers Trust | Undecided | 8 | — |
| SBTOX | Tax-Aware Overlay B Portfolio· BERNSTEIN SANFORD C FUND INC | Undecided | 784 | 7% |
| SBTTX | Tax-Aware Overlay B Portfolio· BERNSTEIN SANFORD C FUND INC | Undecided | 784 | 7% |
| SBTU | T-REX 2X Long SBET Daily Target ETF· ETF Opportunities Trust | Undecided | 2 | — |
| SBTYX | Western Asset Intermediate-Term Municipals Fund· Legg Mason Partners Income Trust | Undecided | 365 | — |
| SCA | — | Undecided | — | — |
| SCAAX | Conservative Balanced Allocation Portfolio· SARATOGA ADVANTAGE TRUST | Undecided | 9 | — |
| SCACX | Western Asset California Municipals Fund· Legg Mason Partners Income Trust | Undecided | 89 | — |
| SCAU | — | Undecided | — | — |
| SCAXX | — | Undecided | 446 | — |
| SCBCX | Franklin Multi-Asset Conservative Growth Fund· Legg Mason Partners Investment Trust | Undecided | 19 | — |
| SCBPX | SAM Balanced Portfolio· Principal Funds, Inc | Undecided | 29 | — |
| SCC | ProShares UltraShort Consumer Discretionary· ProShares Trust | Undecided | 8 | — |
| SCEMX | DWS Emerging Markets Fixed Income Fund· DEUTSCHE DWS GLOBAL/INTERNATIONAL FUND, INC. | Undecided | 112 | 2% |
| SCEP | — | Undecided | — | — |
| SCFOX | PGIM Securitized Credit Fund· Prudential Investment Portfolios 8 | Undecided | 672 | 3% |
| SCFQX | PGIM Securitized Credit Fund· Prudential Investment Portfolios 8 | Undecided | 672 | 3% |
| SCFTX | Virtus Seix High Grade Municipal Bond Fund· Virtus Asset Trust | Undecided | 38 | — |
| SCFVX | PGIM Securitized Credit Fund· Prudential Investment Portfolios 8 | Undecided | 672 | 3% |
| SCFZX | PGIM Securitized Credit Fund· Prudential Investment Portfolios 8 | Undecided | 672 | 3% |
| SCGCX | Franklin Multi-Asset Moderate Growth Fund· Legg Mason Partners Investment Trust | Undecided | 19 | — |
| SCGPX | SAM Conservative Growth Portfolio· Principal Funds, Inc | Undecided | 27 | — |
| SCGRX | Franklin Multi-Asset Moderate Growth Fund· Legg Mason Partners Investment Trust | Undecided | 19 | — |
| SCHAX | Franklin Multi-Asset Growth Fund· Legg Mason Partners Investment Trust | Undecided | 16 | — |
| SCHCX | Franklin Multi-Asset Growth Fund· Legg Mason Partners Investment Trust | Undecided | 16 | — |
| SCIPX | SAM Conservative Balanced Portfolio· Principal Funds, Inc | Undecided | 27 | — |
| SCIXX | — | Undecided | 84 | 2% |
| SCJL | — | Undecided | — | — |
| SCJN | — | Undecided | — | — |
| SCLS | Stoneport Advisors Commodity Long Short ETF· Tidal Trust III | Undecided | 7 | — |
| SCLVX | SGI U.S. Small Cap Equity Fund· RBB Fund, Inc. | Undecided | — | — |
| SCMAX | DWS Massachusetts Tax-Free Fund· DEUTSCHE DWS STATE TAX-FREE INCOME SERIES | Undecided | 117 | — |
| SCMB | Schwab Municipal Bond ETF· SCHWAB STRATEGIC TRUST | Undecided | 6,845 | — |
| SCMBX | DWS Managed Municipal Bond Fund· DEUTSCHE DWS MUNICIPAL TRUST | Undecided | 383 | — |
| SCMC | — | Undecided | — | — |
| SCMSX | SAAT Core Market Strategy Fund· SEI ASSET ALLOCATION TRUST | Undecided | 15 | — |
| SCMTX | DWS Intermediate Tax-Free Fund· DEUTSCHE DWS TAX FREE TRUST | Undecided | 312 | 2% |
| SCMVX | Schneider Small Cap Value Fund· RBB Fund, Inc. | Undecided | — | — |
| SCMY | — | Undecided | — | — |
| SCNM | — | Undecided | — | — |
| SCO | — | Undecided | — | — |
| SCOP | — | Undecided | — | — |
| SCOXX | — | Undecided | 83 | 40% |
| SCPIX | DWS S&P 500 Index Fund· DEUTSCHE DWS INSTITUTIONAL FUNDS | Undecided | 1 | — |
| SCPXX | — | Undecided | 54 | 100% |
| SCRW | — | Undecided | — | — |
| SCSB | — | Undecided | — | — |
| SCTAX | Allspring California Tax-Free Fund· ALLSPRING FUNDS TRUST | Undecided | 226 | — |
| SCTCX | Allspring California Tax-Free Fund· ALLSPRING FUNDS TRUST | Undecided | 226 | — |
| SCTIX | Allspring California Limited-Term Tax-Free fund· ALLSPRING FUNDS TRUST | Undecided | 262 | 2% |
| SCTO | — | Undecided | — | — |
| SCTXX | — | Undecided | 686 | — |
| SCUB | — | Undecided | — | — |
| SCUPX | SAM Flexible Income Portfolio· Principal Funds, Inc | Undecided | 26 | — |
| SCVAX | Allspring Small Company Value Fund· ALLSPRING FUNDS TRUST | Undecided | 1 | — |
| SCVFX | Allspring Small Company Value Fund· ALLSPRING FUNDS TRUST | Undecided | 1 | — |
| SCVIX | Allspring Small Company Value Fund· ALLSPRING FUNDS TRUST | Undecided | 1 | — |
| SCVJX | Allspring Small Company Value Fund· ALLSPRING FUNDS TRUST | Undecided | 1 | — |
| SCVNX | Allspring Small Company Value Fund· ALLSPRING FUNDS TRUST | Undecided | 1 | — |
| SCYYX | CALIFORNIA MUNICIPAL BOND FUND· SEI TAX EXEMPT TRUST | Undecided | 137 | 1% |
| SDAAX | Swan Defined Risk Growth Fund· NORTHERN LIGHTS FUND TRUST III | Undecided | 20 | — |
| SDACX | Swan Defined Risk Growth Fund· NORTHERN LIGHTS FUND TRUST III | Undecided | 20 | — |
| SDAIX | Swan Defined Risk Growth Fund· NORTHERN LIGHTS FUND TRUST III | Undecided | 20 | — |
| SDCI | USCF SummerHaven Dynamic Commodity Strategy No K-1 Fund· USCF ETF Trust | Undecided | 43 | 91% |
| SDCSX | DWS California Tax-Free Income Fund· DEUTSCHE DWS STATE TAX-FREE INCOME SERIES | Undecided | 193 | 4% |
| SDCXX | — | Undecided | 1 | — |
| SDD | ProShares UltraShort SmallCap600· ProShares Trust | Undecided | 7 | — |
| SDDBX | Potomac Defensive Bull Fund· PFS Funds | Undecided | 4 | — |
| SDEE | — | Undecided | — | — |
| SDFI | — | Undecided | — | — |
| SDGFX | SDIT Short Duration Government Fund· SEI DAILY INCOME TRUST | Undecided | 387 | 96% |
| SDHAX | Lord Abbett Short Duration High Income Municipal Bond Fund· LORD ABBETT MUNICIPAL INCOME FUND INC | Undecided | 558 | — |
| SDHCX | Lord Abbett Short Duration High Income Municipal Bond Fund· LORD ABBETT MUNICIPAL INCOME FUND INC | Undecided | 558 | — |
| SDHFX | Lord Abbett Short Duration High Income Municipal Bond Fund· LORD ABBETT MUNICIPAL INCOME FUND INC | Undecided | 558 | — |
| SDHIX | Lord Abbett Short Duration High Income Municipal Bond Fund· LORD ABBETT MUNICIPAL INCOME FUND INC | Undecided | 558 | — |
| SDKY | — | Undecided | — | — |
30,302 funds · page 280 of 304