30,375 funds screened by look-through to their filed holdings
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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
- 30,375
- Reached a verdict
- 18,558
- Compliant
- 278
- Could not be decided
- 11,817
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 |
|---|---|---|---|---|
| SSWXX | — | Undecided | 1 | — |
| SSXU | Day Hagan Smart Sector International ETF· Strategy Shares | Undecided | 18 | — |
| SSYGX | BNY Mellon Small Cap Growth Fund· BNY Mellon Investment Funds I | Undecided | — | — |
| SSYXX | — | Undecided | 1 | — |
| SSZXX | — | Undecided | 1 | — |
| STAN | — | Undecided | — | — |
| STARX | Astor Sector Allocation Fund· Northern Lights Fund Trust | Undecided | 10 | — |
| STAX | Nomura Tax-Free USA Short Term ETF· Nomura ETF Trust | Undecided | 96 | — |
| STAXX | — | Undecided | 1 | 100% |
| STBIX | State Street Equity 500 Index Fund· STATE STREET INSTITUTIONAL INVESTMENT TRUST | Undecided | 1 | — |
| STBL | DriveWealth Steady Saver ETF· RBB Fund, Inc. | Undecided | — | — |
| STBQ | — | Undecided | — | — |
| STBXX | — | Undecided | 5 | 47% |
| STCN | — | Undecided | — | — |
| STDAX | SAAT DEFENSIVE STRATEGY ALLOCATION FUND· SEI ASSET ALLOCATION TRUST | Undecided | 2 | — |
| STEN | iShares Large Cap 10% Target Buffer Sep ETF· iShares Trust | Undecided | 7 | — |
| STFAX | State Street Equity 500 Index Fund· STATE STREET INSTITUTIONAL INVESTMENT TRUST | Undecided | 1 | — |
| STGXX | — | Undecided | 324 | 12% |
| STLAX | BlackRock LifePath Dynamic Retirement Fund· BlackRock Funds III | Undecided | 34 | 0% |
| STLDX | BlackRock LifePath Dynamic 2030 Fund· BlackRock Funds III | Undecided | 35 | 0% |
| STLEX | BlackRock LifePath Dynamic 2040 Fund· BlackRock Funds III | Undecided | 34 | 0% |
| STLFX | BlackRock LifePath Dynamic 2050 Fund· BlackRock Funds III | Undecided | 31 | 0% |
| STLL | — | Undecided | — | — |
| STLR | — | Undecided | — | — |
| STLU | — | Undecided | — | — |
| STMBX | AMG Systematica Trend-Enhanced Markets Fund· AMG Funds I | Undecided | 358 | 2% |
| STMCX | JPMorgan Short-Intermediate Municipal Bond Fund· JPMorgan Trust II | Undecided | 415 | 0% |
| STMEX | Ocean Park Tactical Municipal Fund· Northern Lights Fund Trust | Undecided | 23 | — |
| STMHX | Ocean Park Tactical Municipal Fund· Northern Lights Fund Trust | Undecided | 23 | — |
| STMIX | AMG Systematica Trend-Enhanced Markets Fund· AMG Funds I | Undecided | 358 | 2% |
| STMKX | Ocean Park Tactical Municipal Fund· Northern Lights Fund Trust | Undecided | 23 | — |
| STML | — | Undecided | — | — |
| STMNX | Ocean Park Tactical Municipal Fund· Northern Lights Fund Trust | Undecided | 23 | — |
| STMX | — | Undecided | — | — |
| STMYX | Ocean Park Tactical Municipal Fund· Northern Lights Fund Trust | Undecided | 23 | — |
| STMZX | AMG Systematica Trend-Enhanced Markets Fund· AMG Funds I | Undecided | 358 | 2% |
| STNC | Stance Equity ESG Large Cap Core ETF· RBB Fund, Inc. | Undecided | — | — |
| STPXX | — | Undecided | 1 | — |
| STRIX | Allspring Strategic Municipal Bond Fund· ALLSPRING FUNDS TRUST | Undecided | 896 | — |
| STRMX | Sterling Capital Mid Value Fund· Sterling Capital Funds | Undecided | — | — |
| STTBX | Virtus Newfleet Intermediate Municipal Bond Fund· Virtus Asset Trust | Undecided | 124 | — |
| STWXX | — | Undecided | 58 | 100% |
| STXAX | Western Asset Municipal High Income Fund· Legg Mason Partners Income Trust | Undecided | 206 | 1% |
| STXL | — | Undecided | — | — |
| STXU | — | Undecided | — | — |
| STXX | — | Undecided | — | — |
| STYL | — | Undecided | — | — |
| STYXX | — | Undecided | 1 | — |
| SUB | iShares Short-Term National Muni Bond ETF· iShares Trust | Undecided | 2,917 | — |
| SUBA | — | Undecided | — | — |
| SUFCX | Guggenheim StylePlus-Mid Growth Fund· Guggenheim Funds Trust | Undecided | — | — |
| SUGAX | Pioneer Global Sustainable Growth Fund· Pioneer Series Trust XIV | Undecided | — | — |
| SUGCX | Pioneer Global Sustainable Growth Fund· Pioneer Series Trust XIV | Undecided | — | — |
| SUGR | — | Undecided | — | — |
| SUGYX | Pioneer Global Sustainable Growth Fund· Pioneer Series Trust XIV | Undecided | — | — |
| SUIL | — | Undecided | — | — |
| SUIS | — | Undecided | — | — |
| SUMAX | SHORT DURATION MUNICIPAL FUND· SEI TAX EXEMPT TRUST | Undecided | 489 | — |
| SUMCX | Conservative Balanced Allocation Portfolio· SARATOGA ADVANTAGE TRUST | Undecided | 9 | — |
| SUNBX | Spectrum Unconstrained Fund· Advisors Preferred Trust | Undecided | 14 | 5% |
| SUPS | — | Undecided | — | — |
| SURI | Simplify Propel Opportunities ETF· Simplify Exchange Traded Funds | Undecided | 39 | 73% |
| SUSLX | Lazard US Sustainable Equity Portfolio· LAZARD FUNDS INC | Undecided | — | — |
| SUSRX | Lazard US Sustainable Equity Portfolio· LAZARD FUNDS INC | Undecided | — | — |
| SUSTX | Lazard US Sustainable Equity Portfolio· LAZARD FUNDS INC | Undecided | — | — |
| SUTXX | — | Undecided | 73 | 100% |
| SVBXX | — | Undecided | 134 | 68% |
| SVFLX | — | Undecided | — | — |
| SVIX | — | Undecided | — | — |
| SVLS | — | Undecided | — | — |
| SVOL | Simplify Volatility Premium ETF· Simplify Exchange Traded Funds | Undecided | 38 | 78% |
| SVSAX | SAAT Conservative Strategy Fund· SEI ASSET ALLOCATION TRUST | Undecided | 15 | — |
| SVUIX | Guggenheim SMid Cap Value Fund· Guggenheim Funds Trust | Undecided | — | — |
| SVXY | — | Undecided | — | — |
| SWAN | — | Undecided | — | — |
| SWB1Z | Schwab VIT Balanced Portfolio· SCHWAB ANNUITY PORTFOLIOS | Undecided | 10 | — |
| SWBGX | Schwab MarketTrack Balanced Portfolio· SCHWAB CAPITAL TRUST | Undecided | 14 | — |
| SWBRX | Schwab Target 2010 Fund· SCHWAB CAPITAL TRUST | Undecided | 21 | — |
| SWC1Z | Schwab VIT Balanced with Growth Portfolio· SCHWAB ANNUITY PORTFOLIOS | Undecided | 10 | — |
| SWCAX | Schwab California Tax-Free Bond Fund· SCHWAB INVESTMENTS | Undecided | 440 | — |
| SWCGX | Schwab MarketTrack Conservative Portfolio· SCHWAB CAPITAL TRUST | Undecided | 14 | — |
| SWCRX | Schwab Target 2020 Fund· SCHWAB CAPITAL TRUST | Undecided | 21 | — |
| SWDRX | Schwab Target 2030 Fund· SCHWAB CAPITAL TRUST | Undecided | 22 | — |
| SWEGX | Schwab MarketTrack All Equity Portfolio· SCHWAB CAPITAL TRUST | Undecided | 11 | — |
| SWERX | Schwab Target 2040 Fund· SCHWAB CAPITAL TRUST | Undecided | 21 | — |
| SWG1Z | Schwab VIT Growth Portfolio· SCHWAB ANNUITY PORTFOLIOS | Undecided | 8 | — |
| SWGRX | Schwab Target 2015 Fund· SCHWAB CAPITAL TRUST | Undecided | 21 | — |
| SWGXX | — | Undecided | 284 | 23% |
| SWHCX | SAM Strategic Growth Portfolio· Principal Funds, Inc | Undecided | 21 | — |
| SWHGX | Schwab MarketTrack Growth Portfolio· SCHWAB CAPITAL TRUST | Undecided | 13 | — |
| SWHRX | Schwab Target 2025 Fund· SCHWAB CAPITAL TRUST | Undecided | 21 | — |
| SWHYX | Schwab Opportunistic Municipal Bond Fund· SCHWAB INVESTMENTS | Undecided | 347 | — |
| SWIRX | Schwab Target 2035 Fund· SCHWAB CAPITAL TRUST | Undecided | 22 | — |
| SWIXX | — | Undecided | 35 | 100% |
| SWJRX | Schwab Monthly Income Fund - Target Payout· SCHWAB CAPITAL TRUST | Undecided | 11 | — |
| SWKRX | Schwab Monthly Income Fund - Flexible Payout· SCHWAB CAPITAL TRUST | Undecided | 11 | — |
| SWKXX | — | Undecided | 466 | — |
| SWLRX | Schwab Monthly Income Fund - Income Payout· SCHWAB CAPITAL TRUST | Undecided | 12 | — |
| SWMG | — | Undecided | — | — |
| SWMRX | Schwab Target 2045 Fund· SCHWAB CAPITAL TRUST | Undecided | 21 | — |
30,375 funds · page 287 of 304