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 |
|---|---|---|---|---|
| CONOX | Lazard US Convertibles Portfolio· LAZARD FUNDS INC | Non-compliant | 101 | 73% |
| CONRX | Lazard US Convertibles Portfolio· LAZARD FUNDS INC | Non-compliant | 101 | 73% |
| CONWX | Concorde Wealth Management Fund· Concorde Funds Inc | Non-compliant | 60 | 64% |
| CONX | Direxion Daily COIN Bull 2X ETF· Direxion Shares ETF Trust | Non-compliant | 9 | 11% |
| COPA | Themes Copper Miners ETF· Themes ETF Trust | Non-compliant | 50 | 71% |
| COPX | Global X Copper Miners ETF· GLOBAL X FUNDS | Non-compliant | 40 | 88% |
| COPY | Tweedy, Browne Insider + Value ETF· RBB Fund Trust | Non-compliant | 221 | 86% |
| CORB | AB Core Bond ETF· AB Active ETFs, Inc. | Non-compliant | 711 | 75% |
| COSAX | Columbia Overseas Core Fund· Columbia Funds Series Trust II | Non-compliant | 129 | 82% |
| COSBX | Columbia Overseas Value Fund· COLUMBIA FUNDS SERIES TRUST | Non-compliant | 110 | 85% |
| COSIX | Columbia Strategic Income Fund· COLUMBIA FUNDS SERIES TRUST I | Non-compliant | 1,296 | 37% |
| COSNX | Columbia Overseas Core Fund· Columbia Funds Series Trust II | Non-compliant | 129 | 82% |
| COSOX | Columbia Overseas Core Fund· Columbia Funds Series Trust II | Non-compliant | 129 | 82% |
| COSSX | Columbia Overseas Value Fund· COLUMBIA FUNDS SERIES TRUST | Non-compliant | 110 | 85% |
| COSTX | Columbia Overseas Core Fund· Columbia Funds Series Trust II | Non-compliant | 129 | 82% |
| COSW | Roundhill COST WeeklyPay ETF· Roundhill ETF Trust | Non-compliant | 4 | 86% |
| COSYX | Columbia Overseas Value Fund· COLUMBIA FUNDS SERIES TRUST | Non-compliant | 110 | 85% |
| COSZX | Columbia Overseas Value Fund· COLUMBIA FUNDS SERIES TRUST | Non-compliant | 110 | 85% |
| COVAX | Columbia Small Cap Value and Inflection Fund· COLUMBIA FUNDS SERIES TRUST | Non-compliant | 102 | 80% |
| COVUX | Columbia Overseas Value Fund· COLUMBIA FUNDS SERIES TRUST | Non-compliant | 110 | 85% |
| COWG | Pacer US Large Cap Cash Cows Growth Leaders ETF· Pacer Funds Trust | Non-compliant | 102 | 95% |
| COWZ | Pacer US Cash Cows 100 ETF· Pacer Funds Trust | Non-compliant | 102 | 94% |
| COYY | GraniteShares YieldBOOST COIN ETF· GraniteShares ETF Trust | Non-compliant | 8 | 94% |
| CPAEX | Counterpoint Tactical Equity Fund· NORTHERN LIGHTS FUND TRUST III | Non-compliant | 312 | 31% |
| CPAFX | American Funds Core Plus Bond Fund | Non-compliant | 659 | 49% |
| CPAI | Counterpoint Quantitative Equity ETF· NORTHERN LIGHTS FUND TRUST III | Non-compliant | 52 | 94% |
| CPATX | Counterpoint Tactical Income Fund· NORTHERN LIGHTS FUND TRUST III | Non-compliant | 29 | 7% |
| CPAYX | Integrity Dividend Summit Fund· INTEGRITY FUNDS | Non-compliant | 37 | 92% |
| CPBFX | Invesco Core Plus Bond Fund· AIM Counselor Series Trust (Invesco Counselor Series Trust) | Non-compliant | 2,297 | 31% |
| CPBRX | Invesco Core Plus Bond Fund· AIM Counselor Series Trust (Invesco Counselor Series Trust) | Non-compliant | 2,297 | 31% |
| CPBYX | Invesco Core Plus Bond Fund· AIM Counselor Series Trust (Invesco Counselor Series Trust) | Non-compliant | 2,297 | 31% |
| CPCCX | Comstock Capital Value Fund· Comstock Funds, Inc. | Non-compliant | 160 | 65% |
| CPCEX | Counterpoint Tactical Equity Fund· NORTHERN LIGHTS FUND TRUST III | Non-compliant | 312 | 32% |
| CPCFX | Invesco Core Plus Bond Fund· AIM Counselor Series Trust (Invesco Counselor Series Trust) | Non-compliant | 2,297 | 31% |
| CPCRX | Comstock Capital Value Fund· Comstock Funds, Inc. | Non-compliant | 160 | 65% |
| CPCTX | Counterpoint Tactical Income Fund· NORTHERN LIGHTS FUND TRUST III | Non-compliant | 29 | 7% |
| CPEAX | Catalyst Dynamic Alpha Fund· MUTUAL FUND SERIES TRUST | Non-compliant | 34 | 96% |
| CPECX | Catalyst Dynamic Alpha Fund· MUTUAL FUND SERIES TRUST | Non-compliant | 34 | 96% |
| CPEIX | Catalyst Dynamic Alpha Fund· MUTUAL FUND SERIES TRUST | Non-compliant | 34 | 96% |
| CPHUX | Columbia Strategic Income Fund· COLUMBIA FUNDS SERIES TRUST I | Non-compliant | 1,296 | 37% |
| CPHYX | High Yield Fund· Principal Funds, Inc | Non-compliant | 452 | 24% |
| CPIEX | Counterpoint Tactical Equity Fund· NORTHERN LIGHTS FUND TRUST III | Non-compliant | 312 | 32% |
| CPIIX | Invesco Core Plus Bond Fund· AIM Counselor Series Trust (Invesco Counselor Series Trust) | Non-compliant | 2,297 | 31% |
| CPIRX | Columbia Select Corporate Income Fund· COLUMBIA FUNDS SERIES TRUST I | Non-compliant | 732 | 54% |
| CPITX | Counterpoint Tactical Income Fund· NORTHERN LIGHTS FUND TRUST III | Non-compliant | 29 | 7% |
| CPLB | NYLIM MacKay Core Plus Bond ETF· NYLIM Active ETF Trust | Non-compliant | 967 | 48% |
| CPLS | AB Core Plus Bond ETF· AB Active ETFs, Inc. | Non-compliant | 833 | 71% |
| CPOAX | Morgan Stanley Insight Fund | Non-compliant | 43 | 77% |
| CPOCX | Morgan Stanley Insight Fund | Non-compliant | 43 | 77% |
| CPODX | Morgan Stanley Insight Fund | Non-compliant | 43 | 77% |
| CPRRX | Cohen & Steers Preferred Securities & Income Fund, Inc.· COHEN & STEERS PREFERRED SECURITIES & INCOME FUND, INC. | Non-compliant | 295 | 76% |
| CPSIX | CHANNEL INCOME FUND· Unified Series Trust | Non-compliant | 35 | 60% |
| CPTL | Global X Conscious Companies ETF· GLOBAL X FUNDS | Non-compliant | 143 | 98% |
| CPTNX | Government Bond Fund· American Century Government Income Trust | Non-compliant | 147 | 88% |
| CPUAX | AAM Insight Select Income Fund· INVESTMENT MANAGERS SERIES TRUST | Non-compliant | 503 | 44% |
| CPUCX | AAM Insight Select Income Fund· INVESTMENT MANAGERS SERIES TRUST | Non-compliant | 503 | 44% |
| CPUIX | AAM Insight Select Income Fund· INVESTMENT MANAGERS SERIES TRUST | Non-compliant | 503 | 44% |
| CPUYX | AAM Insight Select Income Fund· INVESTMENT MANAGERS SERIES TRUST | Non-compliant | 503 | 44% |
| CPVCX | abrdn International Small Cap Fund· abrdn Funds | Non-compliant | 43 | 69% |
| CPXAX | Cohen & Steers Preferred Securities & Income Fund, Inc.· COHEN & STEERS PREFERRED SECURITIES & INCOME FUND, INC. | Non-compliant | 295 | 76% |
| CPXCX | Cohen & Steers Preferred Securities & Income Fund, Inc.· COHEN & STEERS PREFERRED SECURITIES & INCOME FUND, INC. | Non-compliant | 295 | 76% |
| CPXFX | Cohen & Steers Preferred Securities & Income Fund, Inc.· COHEN & STEERS PREFERRED SECURITIES & INCOME FUND, INC. | Non-compliant | 295 | 76% |
| CPXIX | Cohen & Steers Preferred Securities & Income Fund, Inc.· COHEN & STEERS PREFERRED SECURITIES & INCOME FUND, INC. | Non-compliant | 295 | 76% |
| CPXRX | Columbia Mid Cap Index Fund· COLUMBIA FUNDS SERIES TRUST | Non-compliant | 402 | 84% |
| CPXZX | Cohen & Steers Preferred Securities & Income Fund, Inc.· COHEN & STEERS PREFERRED SECURITIES & INCOME FUND, INC. | Non-compliant | 295 | 76% |
| CQQQ | Invesco China Technology ETF· Invesco Exchange-Traded Fund Trust II | Non-compliant | 183 | 71% |
| CRAAX | Columbia Adaptive Risk Allocation Fund· COLUMBIA FUNDS SERIES TRUST I | Non-compliant | 352 | 27% |
| CRACX | Columbia Adaptive Risk Allocation Fund· COLUMBIA FUNDS SERIES TRUST I | Non-compliant | 352 | 27% |
| CRADX | Columbia Adaptive Risk Allocation Fund· COLUMBIA FUNDS SERIES TRUST I | Non-compliant | 352 | 27% |
| CRAIX | CCM Community Impact Bond Fund· COMMUNITY CAPITAL TRUST | Non-compliant | 2,569 | 76% |
| CRAK | VanEck Oil Refiners ETF· VanEck ETF Trust | Non-compliant | 25 | 95% |
| CRANX | CCM Community Impact Bond Fund· COMMUNITY CAPITAL TRUST | Non-compliant | 2,569 | 76% |
| CRARX | NYLIM CBRE Real Estate Fund· NYLIM FUNDS TRUST | Non-compliant | 45 | 85% |
| CRATX | CCM Community Impact Bond Fund· COMMUNITY CAPITAL TRUST | Non-compliant | 2,569 | 76% |
| CRAZX | Columbia Adaptive Risk Allocation Fund· COLUMBIA FUNDS SERIES TRUST I | Non-compliant | 352 | 27% |
| CRBN | iShares Low Carbon Optimized MSCI ACWI ETF· iShares Trust | Non-compliant | 1,116 | 94% |
| CRBRX | Columbia Acorn Fund· COLUMBIA ACORN TRUST | Non-compliant | 95 | 84% |
| CRBSX | Catholic Responsible Investments Bond Fund· Catholic Responsible Investments Funds | Non-compliant | 1,499 | 62% |
| CRBVX | Catholic Responsible Investments Bond Fund· Catholic Responsible Investments Funds | Non-compliant | 1,546 | 62% |
| CRBYX | Columbia Acorn Fund· COLUMBIA ACORN TRUST | Non-compliant | 95 | 84% |
| CRCBX | Carillon Reams Core Bond Fund· Carillon Series Trust | Non-compliant | 265 | 45% |
| CRCDX | Carillon Reams Core Bond Fund· Carillon Series Trust | Non-compliant | 265 | 45% |
| CRCRX | NYLIM CBRE Real Estate Fund· NYLIM FUNDS TRUST | Non-compliant | 45 | 85% |
| CRCUX | Carillon Reams Core Bond Fund· Carillon Series Trust | Non-compliant | 265 | 45% |
| CRDRX | Columbia Adaptive Risk Allocation Fund· COLUMBIA FUNDS SERIES TRUST I | Non-compliant | 352 | 27% |
| CRDSX | Catholic Responsible Investments Short Duration Bond Fund· Catholic Responsible Investments Funds | Non-compliant | 491 | 39% |
| CRDT | Simplify Opportunistic Income ETF· Simplify Exchange Traded Funds | Non-compliant | 46 | 53% |
| CRDYX | WisdomTree Private Credit and Alternative Income Digital Fund· WisdomTree Digital Trust | Non-compliant | 31 | 40% |
| CREAX | Columbia Real Estate Equity Fund· COLUMBIA FUNDS SERIES TRUST I | Non-compliant | 78 | 91% |
| CRED | Columbia Research Enhanced Real Estate ETF· Columbia ETF Trust I | Non-compliant | 65 | 88% |
| CREEX | Columbia Real Estate Equity Fund· COLUMBIA FUNDS SERIES TRUST I | Non-compliant | 78 | 91% |
| CREFX | Cohen & Steers Real Estate Securities Fund· COHEN & STEERS REAL ESTATE SECURITIES FUND INC | Non-compliant | 59 | 90% |
| CREHX | Columbia Real Estate Equity Fund· COLUMBIA FUNDS SERIES TRUST I | Non-compliant | 78 | 91% |
| CREYX | Columbia Real Estate Equity Fund· COLUMBIA FUNDS SERIES TRUST I | Non-compliant | 78 | 91% |
| CRF | Cornerstone Total Return Fund, Inc. | Non-compliant | 101 | 90% |
| CRFAX | Calvert Focused Value Fund· Calvert Social Investment Fund | Non-compliant | 30 | 94% |
| CRFCX | Calvert Focused Value Fund· Calvert Social Investment Fund | Non-compliant | 30 | 94% |
| CRFIX | Calvert Focused Value Fund· Calvert Social Investment Fund | Non-compliant | 30 | 94% |
| CRFRX | Calvert Focused Value Fund· Calvert Social Investment Fund | Non-compliant | 30 | 94% |
| CRHSX | Catholic Responsible Investments Ultra Short Bond Fund· Catholic Responsible Investments Funds | Non-compliant | 149 | 52% |
30,302 funds · page 30 of 304