30,351 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 |
|---|---|---|---|---|
| CSDAX | Calvert Short Duration Income Fund· Calvert Fund | Non-compliant | 455 | 52% |
| CSDGX | Copeland SMID Cap Dividend Growth Fund· Copeland Trust | Non-compliant | 71 | 88% |
| CSDIX | Cohen & Steers Real Estate Securities Fund· COHEN & STEERS REAL ESTATE SECURITIES FUND INC | Non-compliant | 59 | 90% |
| CSECX | Calvert Equity Fund· Calvert Social Investment Fund | Non-compliant | 64 | 94% |
| CSEIX | Cohen & Steers Real Estate Securities Fund· COHEN & STEERS REAL ESTATE SECURITIES FUND INC | Non-compliant | 59 | 90% |
| CSEYX | Columbia Select Global Equity Fund· Columbia Funds Series Trust II | Non-compliant | 45 | 97% |
| CSFAX | Cohen & Steers Global Realty Shares, Inc.· COHEN & STEERS GLOBAL REALTY SHARES, INC | Non-compliant | 92 | 92% |
| CSFCX | Cohen & Steers Global Realty Shares, Inc.· COHEN & STEERS GLOBAL REALTY SHARES, INC | Non-compliant | 92 | 92% |
| CSFYX | Columbia Convertible Securities Fund· COLUMBIA FUNDS SERIES TRUST | Non-compliant | 120 | 72% |
| CSFZX | Cohen & Steers Global Realty Shares, Inc.· COHEN & STEERS GLOBAL REALTY SHARES, INC | Non-compliant | 92 | 92% |
| CSGAX | Columbia Seligman Global Technology Fund· Columbia Funds Series Trust II | Non-compliant | 78 | 96% |
| CSGCX | Calvert Balanced Fund· Calvert Social Investment Fund | Non-compliant | 630 | 84% |
| CSGEX | BlackRock Advantage Small Cap Growth Fund· BlackRock Funds | Non-compliant | 609 | 77% |
| CSGTX | Transamerica Small Cap Growth· TRANSAMERICA FUNDS | Non-compliant | 58 | 94% |
| CSGYX | Columbia Small Cap Growth Fund· COLUMBIA FUNDS SERIES TRUST I | Non-compliant | 106 | 86% |
| CSGZX | Columbia Seligman Global Technology Fund· Columbia Funds Series Trust II | Non-compliant | 78 | 96% |
| CSHAX | NYLI Cushing MLP Premier Fund· NEW YORK LIFE INVESTMENTS FUNDS TRUST | Non-compliant | 26 | 83% |
| CSHCX | NYLI Cushing MLP Premier Fund· NEW YORK LIFE INVESTMENTS FUNDS TRUST | Non-compliant | 26 | 83% |
| CSHI | NEOS Enhanced Income 1-3 Month T-Bill ETF· NEOS ETF Trust | Non-compliant | 23 | 99% |
| CSHIX | Credit Suisse Floating Rate High Income Fund· CREDIT SUISSE OPPORTUNITY FUNDS | Non-compliant | 497 | 7% |
| CSHNX | NYLI Cushing MLP Premier Fund· NEW YORK LIFE INVESTMENTS FUNDS TRUST | Non-compliant | 26 | 83% |
| CSHTX | AB Taxable Multi-Sector Income Shares· AB CORPORATE SHARES | Non-compliant | 306 | 50% |
| CSHZX | NYLI Cushing MLP Premier Fund· NEW YORK LIFE INVESTMENTS FUNDS TRUST | Non-compliant | 26 | 83% |
| CSIBX | Calvert Bond Fund· Calvert Social Investment Fund | Non-compliant | 489 | 62% |
| CSIEX | Calvert Equity Fund· Calvert Social Investment Fund | Non-compliant | 64 | 94% |
| CSIFX | Calvert Balanced Fund· Calvert Social Investment Fund | Non-compliant | 630 | 84% |
| CSIO | Cohen & Steers Infrastructure Opportunities Active ETF· Cohen & Steers ETF Trust | Non-compliant | 30 | 89% |
| CSIRX | Columbia Acorn International Select· COLUMBIA ACORN TRUST | Non-compliant | 61 | 94% |
| CSJAX | Cohen & Steers Realty Shares· COHEN & STEERS REALTY SHARES INC | Non-compliant | 41 | 90% |
| CSJCX | Cohen & Steers Realty Shares· COHEN & STEERS REALTY SHARES INC | Non-compliant | 41 | 90% |
| CSJFX | Cohen & Steers Realty Shares· COHEN & STEERS REALTY SHARES INC | Non-compliant | 41 | 90% |
| CSJIX | Cohen & Steers Realty Shares· COHEN & STEERS REALTY SHARES INC | Non-compliant | 41 | 90% |
| CSJRX | Cohen & Steers Realty Shares· COHEN & STEERS REALTY SHARES INC | Non-compliant | 41 | 90% |
| CSJZX | Cohen & Steers Realty Shares· COHEN & STEERS REALTY SHARES INC | Non-compliant | 41 | 90% |
| CSM | ProShares Large Cap Core Plus· ProShares Trust | Non-compliant | 309 | 86% |
| CSMCX | Congress Small Cap Growth Fund· Professionally Managed Portfolios | Non-compliant | 41 | 95% |
| CSMD | Congress SMid Growth ETF· Professionally Managed Portfolios | Non-compliant | 47 | 89% |
| CSMDX | Copeland SMID Cap Dividend Growth Fund· Copeland Trust | Non-compliant | 71 | 88% |
| CSMEX | Carillon Scout Mid Cap Fund· Carillon Series Trust | Non-compliant | 118 | 88% |
| CSMFX | Carillon Scout Mid Cap Fund· Carillon Series Trust | Non-compliant | 118 | 88% |
| CSMIX | Columbia Small Cap Value Discovery Fund· COLUMBIA FUNDS SERIES TRUST I | Non-compliant | 226 | 85% |
| CSMMX | Invesco Summit Fund· AIM Equity Funds (Invesco Equity Funds) | Non-compliant | 59 | 99% |
| CSMUX | Carillon Scout Mid Cap Fund· Carillon Series Trust | Non-compliant | 118 | 88% |
| CSMVX | Congress Small Cap Growth Fund· Professionally Managed Portfolios | Non-compliant | 41 | 95% |
| CSNR | Cohen & Steers Natural Resources Active ETF· Cohen & Steers ETF Trust | Non-compliant | 59 | 94% |
| CSNRX | Columbia Strategic Income Fund· COLUMBIA FUNDS SERIES TRUST I | Non-compliant | 1,296 | 37% |
| CSOAX | Credit Suisse Strategic Income Fund· CREDIT SUISSE OPPORTUNITY FUNDS | Non-compliant | 591 | 15% |
| CSOCX | Credit Suisse Strategic Income Fund· CREDIT SUISSE OPPORTUNITY FUNDS | Non-compliant | 591 | 15% |
| CSOIX | Credit Suisse Strategic Income Fund· CREDIT SUISSE OPPORTUNITY FUNDS | Non-compliant | 591 | 15% |
| CSPAX | SMALLCAP World Fund Inc | Non-compliant | 862 | 80% |
| CSPCX | SMALLCAP World Fund Inc | Non-compliant | 862 | 80% |
| CSPEX | SMALLCAP World Fund Inc | Non-compliant | 862 | 80% |
| CSPF | Cohen & Steers Preferred and Income Opportunities Active ETF· Cohen & Steers ETF Trust | Non-compliant | 314 | 75% |
| CSPFX | SMALLCAP World Fund Inc | Non-compliant | 862 | 80% |
| CSPYX | Columbia Small Cap Index Fund· COLUMBIA FUNDS SERIES TRUST | Non-compliant | 606 | 86% |
| CSQ | CALAMOS STRATEGIC TOTAL RETURN FUND | Non-compliant | 822 | 86% |
| CSRE | Cohen & Steers Real Estate Active ETF· Cohen & Steers ETF Trust | Non-compliant | 49 | 89% |
| CSRIX | Cohen & Steers Institutional Realty Shares· COHEN & STEERS INSTITUTIONAL REALTY SHARES INC | Non-compliant | 41 | 90% |
| CSRSX | Cohen & Steers Realty Shares· COHEN & STEERS REALTY SHARES INC | Non-compliant | 41 | 90% |
| CSRYX | Columbia Select Large Cap Value Fund· Columbia Funds Series Trust II | Non-compliant | 41 | 98% |
| CSSAX | Carillon Chartwell Small Cap Fund· Carillon Series Trust | Non-compliant | 92 | 81% |
| CSSCX | Columbia Small Cap Value Discovery Fund· COLUMBIA FUNDS SERIES TRUST I | Non-compliant | 226 | 85% |
| CSSD | Cohen & Steers Short Duration Preferred and Income Active ETF· Cohen & Steers ETF Trust | Non-compliant | 164 | 76% |
| CSSJX | Carillon Chartwell Small Cap Fund· Carillon Series Trust | Non-compliant | 92 | 81% |
| CSSPX | Cohen & Steers Global Realty Shares, Inc.· COHEN & STEERS GLOBAL REALTY SHARES, INC | Non-compliant | 92 | 92% |
| CSSVX | Carillon Chartwell Small Cap Fund· Carillon Series Trust | Non-compliant | 92 | 81% |
| CSSYX | Columbia Select Small Cap Value Fund· Columbia Funds Series Trust II | Non-compliant | 58 | 91% |
| CSSZX | Columbia Select Small Cap Value Fund· Columbia Funds Series Trust II | Non-compliant | 58 | 91% |
| CSTBX | Calamos Short-Term Bond Fund· CALAMOS INVESTMENT TRUST/IL | Non-compliant | 464 | 35% |
| CSTIX | Calamos Short-Term Bond Fund· CALAMOS INVESTMENT TRUST/IL | Non-compliant | 464 | 35% |
| CSUAX | Cohen & Steers Global Infrastructure Fund Inc.· COHEN & STEERS GLOBAL INFRASTRUCTURE FUND INC | Non-compliant | 66 | 95% |
| CSUCX | Cohen & Steers Global Infrastructure Fund Inc.· COHEN & STEERS GLOBAL INFRASTRUCTURE FUND INC | Non-compliant | 66 | 95% |
| CSUFX | Cohen & Steers Global Infrastructure Fund Inc.· COHEN & STEERS GLOBAL INFRASTRUCTURE FUND INC | Non-compliant | 66 | 95% |
| CSUIX | Cohen & Steers Global Infrastructure Fund Inc.· COHEN & STEERS GLOBAL INFRASTRUCTURE FUND INC | Non-compliant | 66 | 95% |
| CSURX | Cohen & Steers Global Infrastructure Fund Inc.· COHEN & STEERS GLOBAL INFRASTRUCTURE FUND INC | Non-compliant | 66 | 95% |
| CSUZX | Cohen & Steers Global Infrastructure Fund Inc.· COHEN & STEERS GLOBAL INFRASTRUCTURE FUND INC | Non-compliant | 66 | 95% |
| CSVAX | Columbia International Dividend Income Fund· COLUMBIA FUNDS SERIES TRUST I | Non-compliant | 61 | 96% |
| CSVEX | Columbia International Dividend Income Fund· COLUMBIA FUNDS SERIES TRUST I | Non-compliant | 61 | 96% |
| CSVFX | Columbia International Dividend Income Fund· COLUMBIA FUNDS SERIES TRUST I | Non-compliant | 61 | 96% |
| CSVGX | Columbia Select Large Cap Value Fund· Columbia Funds Series Trust II | Non-compliant | 41 | 98% |
| CSVIX | Calvert Small Cap Fund· Calvert Impact Fund, Inc. | Non-compliant | 69 | 86% |
| CSVRX | Columbia Small Cap Value Discovery Fund· COLUMBIA FUNDS SERIES TRUST I | Non-compliant | 226 | 85% |
| CSVYX | Columbia Small Cap Value Discovery Fund· COLUMBIA FUNDS SERIES TRUST I | Non-compliant | 226 | 85% |
| CSVZX | Columbia Select Large Cap Value Fund· Columbia Funds Series Trust II | Non-compliant | 41 | 98% |
| CSXAX | Calvert U.S. Large Cap Core Responsible Index Fund· Calvert Responsible Index Series, Inc. | Non-compliant | 764 | 97% |
| CSXCX | Calvert U.S. Large Cap Core Responsible Index Fund· Calvert Responsible Index Series, Inc. | Non-compliant | 764 | 97% |
| CSXRX | Calvert U.S. Large Cap Core Responsible Index Fund· Calvert Responsible Index Series, Inc. | Non-compliant | 764 | 97% |
| CSZIX | Cohen & Steers Real Estate Securities Fund· COHEN & STEERS REAL ESTATE SECURITIES FUND INC | Non-compliant | 59 | 90% |
| CTA | Simplify Managed Futures Strategy ETF· Simplify Exchange Traded Funds | Non-compliant | 118 | 18% |
| CTAGX | Calamos Timpani SMID Growth Fund· CALAMOS INVESTMENT TRUST/IL | Non-compliant | 82 | 84% |
| CTASX | Calamos Timpani Small Cap Growth Fund· CALAMOS INVESTMENT TRUST/IL | Non-compliant | 83 | 80% |
| CTBRX | Columbia Total Return Bond Fund· COLUMBIA FUNDS SERIES TRUST I | Non-compliant | 1,207 | 48% |
| CTBYX | Columbia Total Return Bond Fund· COLUMBIA FUNDS SERIES TRUST I | Non-compliant | 1,207 | 48% |
| CTEC | Global X CleanTech ETF· GLOBAL X FUNDS | Non-compliant | 46 | 79% |
| CTEF | Castellan Targeted Equity ETF· EA Series Trust | Non-compliant | 48 | 88% |
| CTEX | ProShares S&P Kensho Cleantech ETF· ProShares Trust | Non-compliant | 36 | 92% |
| CTIF | Castellan Targeted Income ETF· EA Series Trust | Non-compliant | 44 | 93% |
| CTIGX | Calamos Timpani SMID Growth Fund· CALAMOS INVESTMENT TRUST/IL | Non-compliant | 82 | 84% |
| CTIVX | Columbia Strategic Income Fund· COLUMBIA FUNDS SERIES TRUST I | Non-compliant | 1,296 | 37% |
| CTLRX | Columbia Select Short Corporate Income Fund· Columbia Funds Series Trust II | Non-compliant | 106 | 57% |
30,351 funds · page 31 of 304