30,291 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 |
|---|---|---|---|---|
| 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 | 16% |
| 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 | 837 | 69% |
| 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 | 82% |
| 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 | 82% |
| 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 | 82% |
| 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 | 473 | 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 | 97 | 85% |
| 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 | 90 | 86% |
| 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% |
| CTOGX | Calamos Timpani SMID Growth Fund· CALAMOS INVESTMENT TRUST/IL | Non-compliant | 82 | 84% |
| CTRAX | Calamos Total Return Bond Fund· CALAMOS INVESTMENT TRUST/IL | Non-compliant | 165 | 76% |
| CTRCX | Calamos Total Return Bond Fund· CALAMOS INVESTMENT TRUST/IL | Non-compliant | 165 | 76% |
| CTRIX | Calamos Total Return Bond Fund· CALAMOS INVESTMENT TRUST/IL | Non-compliant | 165 | 76% |
| CTRZX | Multi-Manager Total Return Bond Strategies Fund· COLUMBIA FUNDS SERIES TRUST I | Non-compliant | 3,887 | 53% |
| CTSIX | Calamos Timpani Small Cap Growth Fund· CALAMOS INVESTMENT TRUST/IL | Non-compliant | 83 | 80% |
| CTSOX | Calamos Timpani Small Cap Growth Fund· CALAMOS INVESTMENT TRUST/IL | Non-compliant | 83 | 80% |
| CUBAX | Calvert Flexible Bond Fund· Calvert Management Series | Non-compliant | 456 | 53% |
| CUBCX | Calvert Flexible Bond Fund· Calvert Management Series | Non-compliant | 456 | 53% |
| CUBIX | Calvert Flexible Bond Fund· Calvert Management Series | Non-compliant | 456 | 53% |
| CUBRX | Calvert Flexible Bond Fund· Calvert Management Series | Non-compliant | 456 | 53% |
| CUGYX | Columbia Quality Income Fund· Columbia Funds Series Trust II | Non-compliant | 342 | 72% |
| CUGZX | Columbia Quality Income Fund· Columbia Funds Series Trust II | Non-compliant | 342 | 72% |
| CULAX | Calvert Ultra-Short Duration Income Fund· Calvert Fund | Non-compliant | 258 | 62% |
| CULIX | Calvert Ultra-Short Duration Income Fund· Calvert Fund | Non-compliant | 258 | 62% |
| CULRX | Calvert Ultra-Short Duration Income Fund· Calvert Fund | Non-compliant | 258 | 62% |
| CURE | Direxion Daily Healthcare Bull 3X Shares· Direxion Shares ETF Trust | Non-compliant | 67 | 57% |
| CUSBX | Columbia Ultra Short Term Bond Fund· COLUMBIA FUNDS SERIES TRUST I | Non-compliant | 242 | 33% |
| CUSCX | Cullen Small Cap Value Fund· Cullen Funds Trust | Non-compliant | 35 | 80% |
| CUSD | CrossingBridge Ultra-Short Duration ETF· Trust for Professional Managers | Non-compliant | 12 | 48% |
| CUSEX | Capital Group U.S. Equity Fund | Non-compliant | 103 | 93% |
| CUSIX | Cullen Small Cap Value Fund· Cullen Funds Trust | Non-compliant | 35 | 80% |
| CUSOX | Columbia Ultra Short Term Bond Fund· COLUMBIA FUNDS SERIES TRUST I | Non-compliant | 234 | 35% |
| CUSRX | Cullen Small Cap Value Fund· Cullen Funds Trust | Non-compliant | 35 | 80% |
| CUSSX | Cullen Small Cap Value Fund· Cullen Funds Trust | Non-compliant | 35 | 80% |
| CUSTX | Cullen Small Cap Value Fund· Cullen Funds Trust | Non-compliant | 35 | 80% |
| CUSUX | Six Circles U.S. Unconstrained Equity Fund· SIX CIRCLES TRUST | Non-compliant | 526 | 96% |
| CUT | Invesco MSCI Global Timber ETF· Invesco Exchange-Traded Fund Trust II | Non-compliant | 54 | 75% |
| CUTAX | Six Circles Tax Aware Intermediate Duration Fund· SIX CIRCLES TRUST | Non-compliant | 388 | 9% |
| CUTRX | Columbia U.S. Treasury Index Fund· COLUMBIA FUNDS SERIES TRUST I | Non-compliant | 281 | 100% |
| CUTYX | Columbia U.S. Treasury Index Fund· COLUMBIA FUNDS SERIES TRUST I | Non-compliant | 281 | 100% |
| CUURX | Columbia Small Cap Value Discovery Fund· COLUMBIA FUNDS SERIES TRUST I | Non-compliant | 226 | 85% |
| CVAAX | Calamos Select Fund· CALAMOS INVESTMENT TRUST/IL | Non-compliant | 57 | 100% |
| CVACX | Calamos Select Fund· CALAMOS INVESTMENT TRUST/IL | Non-compliant | 57 | 100% |
| CVAIX | Calamos Select Fund· CALAMOS INVESTMENT TRUST/IL | Non-compliant | 50 | 100% |
| CVAPX | ClearBridge Variable Appreciation Portfolio· Legg Mason Partners Variable Equity Trust | Non-compliant | 62 | 93% |
| CVAR | Cultivar ETF· ETF Opportunities Trust | Non-compliant | 90 | 95% |
| CVCFX | Victory Pioneer Disciplined Value Fund· Victory Portfolios IV | Non-compliant | 77 | 96% |
| CVERX | Columbia Select Mid Cap Value Fund· COLUMBIA FUNDS SERIES TRUST | Non-compliant | 49 | 87% |
| CVFCX | Victory Pioneer Disciplined Value Fund· Victory Portfolios IV | Non-compliant | 77 | 96% |
| CVFYX | Victory Pioneer Disciplined Value Fund· Victory Portfolios IV | Non-compliant | 77 | 96% |
| CVGCX | Calamos Growth Fund· CALAMOS INVESTMENT TRUST/IL | Non-compliant | 130 | 96% |
| CVGD | CresAlta Global Dividend ETF· Elevation Series Trust | Non-compliant | 44 | 83% |
| CVGRX | Calamos Growth Fund· CALAMOS INVESTMENT TRUST/IL | Non-compliant | 130 | 96% |
| CVIE | Calvert International Responsible Index ETF· Morgan Stanley ETF Trust | Non-compliant | 725 | 96% |
| CVISX | CAUSEWAY INTERNATIONAL SMALL CAP FUND· CAUSEWAY CAPITAL MANAGEMENT TRUST | Non-compliant | 170 | 81% |
| CVKFX | Victory Pioneer Disciplined Value Fund· Victory Portfolios IV | Non-compliant | 77 | 96% |
30,291 funds · page 32 of 303