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 |
|---|---|---|---|---|
| SLLS | — | Undecided | — | — |
| SLMMX | Western Asset Massachusetts Municipals Fund· Legg Mason Partners Income Trust | Undecided | 45 | — |
| SLNZ | — | Undecided | — | — |
| SLON | ProShares Ultra Solana ETF· ProShares Trust | Undecided | 2 | — |
| SLTY | YieldMax(R) Ultra Short Option Income Strategy ETF· Tidal Trust II | Undecided | 98 | 86% |
| SLV | — | Undecided | — | — |
| SLVI | — | Undecided | — | — |
| SLVJ | — | Undecided | — | — |
| SLVO | — | Undecided | — | — |
| SLVX | Nicholas Silver Income ETF· Tidal Trust II | Undecided | 54 | 45% |
| SLVY | — | Undecided | — | — |
| SLY | SPDR(R) S & P 600 Small Cap ETF· SPDR SERIES TRUST | Undecided | — | — |
| SMAAX | MASSACHUSETTS MUNICIPAL BOND FUND· SEI TAX EXEMPT TRUST | Undecided | 73 | — |
| SMACX | Moderately Conservative Balanced Allocation Portfolio· SARATOGA ADVANTAGE TRUST | Undecided | 9 | — |
| SMAIX | Allspring Ultra Short-Term Municipal Income Fund· ALLSPRING FUNDS TRUST | Undecided | 409 | — |
| SMALX | Western Asset Massachusetts Municipals Fund· Legg Mason Partners Income Trust | Undecided | 45 | — |
| SMAVX | Allspring Ultra Short-Term Municipal Income Fund· ALLSPRING FUNDS TRUST | Undecided | 409 | — |
| SMAX | iShares Large Cap Max Buffer Sep ETF· iShares Trust | Undecided | 5 | — |
| SMAY | FT Vest U.S. Small Cap Moderate Buffer ETF - May· First Trust Exchange-Traded Fund VIII | Undecided | 17 | 99% |
| SMB | VanEck Short Muni ETF· VanEck ETF Trust | Undecided | 329 | — |
| SMBAX | Saratoga Municipal Bond Portfolio· SARATOGA ADVANTAGE TRUST | Undecided | — | — |
| SMBCX | Saratoga Municipal Bond Portfolio· SARATOGA ADVANTAGE TRUST | Undecided | — | — |
| SMBPX | Saratoga Municipal Bond Portfolio· SARATOGA ADVANTAGE TRUST | Undecided | — | — |
| SMCC | — | Undecided | — | — |
| SMCL | GraniteShares 2x Long SMCI Daily ETF· GraniteShares ETF Trust | Undecided | 4 | — |
| SMCP | — | Undecided | — | — |
| SMCT | — | Undecided | — | — |
| SMCY | YieldMax(R) Smci Option Income Strategy ETF· Tidal Trust II | Undecided | 16 | 70% |
| SMCZ | Defiance Daily Target 2x Short Smci ETF· Tidal Trust II | Undecided | 7 | 1% |
| SMDC | — | Undecided | — | — |
| SMDD | ProShares UltraPro Short MidCap400· ProShares Trust | Undecided | 9 | — |
| SMDMX | Fidelity Maryland Municipal Income Fund· Fidelity Union Street Trust | Undecided | 152 | — |
| SMDOX | Sterling Capital SMID Opportunities Fund· Sterling Capital Funds | Undecided | — | — |
| SMDPX | Sterling Capital SMID Opportunities Fund· Sterling Capital Funds | Undecided | — | — |
| SMDQX | Sterling Capital SMID Opportunities Fund· Sterling Capital Funds | Undecided | — | — |
| SMDYX | Western Asset Short Duration Municipal Income Fund· Legg Mason Partners Income Trust | Undecided | 137 | — |
| SMFIX | AMG Systematica Managed Futures Strategy Fund· AMG Funds I | Undecided | 321 | 2% |
| SMFNX | AMG Systematica Managed Futures Strategy Fund· AMG Funds I | Undecided | 321 | 2% |
| SMFZX | AMG Systematica Managed Futures Strategy Fund· AMG Funds I | Undecided | 321 | 2% |
| SMGAX | SAAT CONSERVATIVE STRATEGY ALLOCATION FUND· SEI ASSET ALLOCATION TRUST | Undecided | 4 | — |
| SMGSX | SAAT Market Growth Strategy Fund· SEI ASSET ALLOCATION TRUST | Undecided | 15 | — |
| SMGXX | — | Undecided | 1 | — |
| SMHC | VanEck China Semiconductor ETF· VanEck ETF Trust | Undecided | 25 | 40% |
| SMHD | — | Undecided | — | — |
| SMHLX | Western Asset Municipal High Income Fund· Legg Mason Partners Income Trust | Undecided | 206 | 1% |
| SMHU | — | Undecided | — | — |
| SMHW | — | Undecided | — | — |
| SMI | VanEck HIP Sustainable Muni ETF· VanEck ETF Trust | Undecided | — | — |
| SMICX | Moderately Conservative Balanced Allocation Portfolio· SARATOGA ADVANTAGE TRUST | Undecided | 9 | — |
| SMIDX | SOUND MIND INVESTING DYNAMIC ALLOCATION FUND· Valued Advisers Trust | Undecided | 25 | 0% |
| SMIFX | SOUND MIND INVESTING· Valued Advisers Trust | Undecided | 38 | — |
| SMILX | SMI MULTI-STRATEGY FUND· Valued Advisers Trust | Undecided | 46 | 0% |
| SMKDX | SAAT Market Growth Strategy Fund· SEI ASSET ALLOCATION TRUST | Undecided | 15 | — |
| SMLAX | DWS Managed Municipal Bond Fund· DEUTSCHE DWS MUNICIPAL TRUST | Undecided | 383 | — |
| SMLB | — | Undecided | — | — |
| SMLCX | DWS Managed Municipal Bond Fund· DEUTSCHE DWS MUNICIPAL TRUST | Undecided | 383 | — |
| SMLIX | DWS Managed Municipal Bond Fund· DEUTSCHE DWS MUNICIPAL TRUST | Undecided | 383 | — |
| SMLLX | Western Asset Intermediate-Term Municipals Fund· Legg Mason Partners Income Trust | Undecided | 365 | — |
| SMLSX | Western Asset Intermediate-Term Municipals Fund· Legg Mason Partners Income Trust | Undecided | 365 | — |
| SMLVX | SGI U.S. Small Cap Equity Fund· RBB Fund, Inc. | Undecided | — | — |
| SMMCX | Western Asset Managed Municipals Fund· Legg Mason Partners Income Trust | Undecided | 641 | 1% |
| SMMOX | Western Asset Managed Municipals Fund· Legg Mason Partners Income Trust | Undecided | 641 | 1% |
| SMMYX | Western Asset Managed Municipals Fund· Legg Mason Partners Income Trust | Undecided | 641 | 1% |
| SMN | ProShares UltraShort Materials· ProShares Trust | Undecided | 9 | — |
| SMNAX | Steward Equity Market Neutral Fund· Steward Funds Inc | Undecided | 235 | 85% |
| SMNCX | Steward Equity Market Neutral Fund· Steward Funds Inc | Undecided | 235 | 85% |
| SMNIX | Steward Equity Market Neutral Fund· Steward Funds Inc | Undecided | 235 | 85% |
| SMNRX | Steward Equity Market Neutral Fund· Steward Funds Inc | Undecided | 235 | 85% |
| SMOAX | SAAT Moderate Strategy Fund· SEI ASSET ALLOCATION TRUST | Undecided | 16 | — |
| SMOM | Symmetry Panoramic Sector Momentum ETF· Symmetry Panoramic Trust | Undecided | 7 | — |
| SMOX | — | Undecided | — | — |
| SMPAX | Moderate Balanced Allocation Portfolio· SARATOGA ADVANTAGE TRUST | Undecided | 11 | — |
| SMPIX | SEMICONDUCTOR ULTRASECTOR PROFUND· ProFunds | Undecided | 47 | 66% |
| SMPSX | SEMICONDUCTOR ULTRASECTOR PROFUND· ProFunds | Undecided | 47 | 66% |
| SMQ | Tradr 1X Short Innovation 100 Monthly ETF· INVESTMENT MANAGERS SERIES TRUST II | Undecided | 1 | — |
| SMRF | — | Undecided | — | — |
| SMRR | — | Undecided | — | — |
| SMRX | — | Undecided | — | — |
| SMS | — | Undecided | — | — |
| SMSAX | SIMT Multi-Strategy Alternatives Fund· SEI INSTITUTIONAL MANAGED TRUST | Undecided | 485 | 36% |
| SMSDX | SAAT Moderate Strategy Fund· SEI ASSET ALLOCATION TRUST | Undecided | 16 | — |
| SMSIX | SAAT Moderate Strategy Fund· SEI ASSET ALLOCATION TRUST | Undecided | 16 | — |
| SMSYX | MASSACHUSETTS MUNICIPAL BOND FUND· SEI TAX EXEMPT TRUST | Undecided | 73 | — |
| SMTAX | JPMorgan SmartRetirement 2040 Fund· JPMorgan Trust I | Undecided | 24 | 0% |
| SMTCX | JPMorgan SmartRetirement 2040 Fund· JPMorgan Trust I | Undecided | 24 | 0% |
| SMTFX | Sit Minnesota Tax-Free Income Fund· SIT MUTUAL FUNDS II INC | Undecided | 250 | — |
| SMTG | Leverage Shares 2X Long SMTC Daily ETF· Themes ETF Trust | Undecided | 4 | — |
| SMTIX | JPMorgan SmartRetirement 2040 Fund· JPMorgan Trust I | Undecided | 24 | 0% |
| SMTJ | — | Undecided | — | — |
| SMTPX | JPMorgan SmartRetirement 2040 Fund· JPMorgan Trust I | Undecided | 24 | 0% |
| SMTQX | JPMorgan SmartRetirement 2040 Fund· JPMorgan Trust I | Undecided | 24 | 0% |
| SMTSX | JPMorgan SmartRetirement 2040 Fund· JPMorgan Trust I | Undecided | 24 | 0% |
| SMTYX | JPMorgan SmartRetirement 2040 Fund· JPMorgan Trust I | Undecided | 24 | 0% |
| SMTZX | JPMorgan SmartRetirement 2040 Fund· JPMorgan Trust I | Undecided | 24 | 0% |
| SMU | Tradr 2X Long SMR Daily ETF· INVESTMENT MANAGERS SERIES TRUST II | Undecided | 1 | — |
| SMUP | T-REX 2X Long SMR Daily Target ETF· ETF Opportunities Trust | Undecided | 2 | — |
| SMUYX | SIMT Multi-Strategy Alternatives Fund· SEI INSTITUTIONAL MANAGED TRUST | Undecided | 485 | 36% |
| SMYY | GraniteShares YieldBOOST SMCI ETF· GraniteShares ETF Trust | Undecided | 8 | 74% |
| SMZ | Tradr 2X Short SMR Daily ETF· INVESTMENT MANAGERS SERIES TRUST II | Undecided | 2 | — |
| SNAG | — | Undecided | — | — |
30,302 funds · page 283 of 304