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 |
|---|---|---|---|---|
| CVLC | Calvert US Large-Cap Core Responsible Index ETF· Morgan Stanley ETF Trust | Non-compliant | 762 | 98% |
| CVLCX | Calamos Global Opportunities Fund· CALAMOS INVESTMENT TRUST/IL | Non-compliant | 93 | 86% |
| CVLEX | Cullen Value Fund· Cullen Funds Trust | Non-compliant | 43 | 88% |
| CVLFX | Cullen Value Fund· Cullen Funds Trust | Non-compliant | 43 | 88% |
| CVLOX | Calamos Global Opportunities Fund· CALAMOS INVESTMENT TRUST/IL | Non-compliant | 93 | 86% |
| CVLVX | Cullen Value Fund· Cullen Funds Trust | Non-compliant | 43 | 88% |
| CVMAX | Calvert Emerging Markets Equity Fund· Calvert World Values Fund, Inc. | Non-compliant | 70 | 96% |
| CVMC | Calvert US Mid-Cap Core Responsible Index ETF· Morgan Stanley ETF Trust | Non-compliant | 599 | 92% |
| CVMCX | Calvert Emerging Markets Equity Fund· Calvert World Values Fund, Inc. | Non-compliant | 70 | 96% |
| CVMIX | Calvert Emerging Markets Equity Fund· Calvert World Values Fund, Inc. | Non-compliant | 70 | 96% |
| CVMRX | Calvert Emerging Markets Equity Fund· Calvert World Values Fund, Inc. | Non-compliant | 70 | 96% |
| CVNX | Defiance Daily Target 2x Long Cvna ETF· Tidal Trust II | Non-compliant | 7 | 17% |
| CVQZX | Columbia Disciplined Value Fund· Columbia Funds Series Trust II | Non-compliant | 95 | 97% |
| CVRD | Madison Covered Call ETF· Madison ETFs Trust | Non-compliant | 70 | 93% |
| CVSB | Calvert Ultra-Short Investment Grade ETF· Morgan Stanley ETF Trust | Non-compliant | 261 | 63% |
| CVSE | Calvert US Select Equity ETF· Morgan Stanley ETF Trust | Non-compliant | 163 | 98% |
| CVSM | CresAlta Small and Mid-Cap ETF· Elevation Series Trust | Non-compliant | 48 | 77% |
| CVTCX | Calamos Growth & Income Fund· CALAMOS INVESTMENT TRUST/IL | Non-compliant | 150 | 91% |
| CVTRX | Calamos Growth & Income Fund· CALAMOS INVESTMENT TRUST/IL | Non-compliant | 150 | 91% |
| CVY | Invesco Zacks Multi-Asset Income ETF· Invesco Exchange-Traded Fund Trust | Non-compliant | 152 | 64% |
| CWB | State Street(R) SPDR(R) Bloomberg Convertible Securities ETF· SPDR SERIES TRUST | Non-compliant | 347 | 70% |
| CWBCX | Capital World Bond Fund | Non-compliant | 2,761 | 35% |
| CWBFX | Capital World Bond Fund | Non-compliant | 2,761 | 35% |
| CWEAX | Catalyst/Welton Advantage Multi-Strategy Fund· MUTUAL FUND SERIES TRUST | Non-compliant | 152 | 60% |
| CWECX | Catalyst/Welton Advantage Multi-Strategy Fund· MUTUAL FUND SERIES TRUST | Non-compliant | 152 | 60% |
| CWEIX | Catalyst/Welton Advantage Multi-Strategy Fund· MUTUAL FUND SERIES TRUST | Non-compliant | 152 | 60% |
| CWFAX | Carillon Chartwell Short Duration High Yield Fund· Carillon Series Trust | Non-compliant | 75 | 32% |
| CWFCX | Carillon Chartwell Short Duration High Yield Fund· Carillon Series Trust | Non-compliant | 75 | 32% |
| CWFIX | Carillon Chartwell Short Duration High Yield Fund· Carillon Series Trust | Non-compliant | 75 | 32% |
| CWFRX | Carillon Chartwell Short Duration High Yield Fund· Carillon Series Trust | Non-compliant | 75 | 32% |
| CWGCX | Capital World Growth & Income Fund | Non-compliant | 346 | 94% |
| CWGFX | Capital World Growth & Income Fund | Non-compliant | 346 | 94% |
| CWGIX | Capital World Growth & Income Fund | Non-compliant | 346 | 94% |
| CWI | State Street(R) SPDR(R) MSCI ACWI ex-US ETF· SPDR INDEX SHARES FUNDS | Non-compliant | 1,148 | 94% |
| CWIAX | Capital World Growth & Income Fund | Non-compliant | 346 | 94% |
| CWICX | Capital World Growth & Income Fund | Non-compliant | 346 | 94% |
| CWIEX | Capital World Growth & Income Fund | Non-compliant | 346 | 94% |
| CWIFX | Capital World Growth & Income Fund | Non-compliant | 346 | 94% |
| CWMAX | Washington Mutual Investors Fund | Non-compliant | 200 | 93% |
| CWMCX | Washington Mutual Investors Fund | Non-compliant | 200 | 93% |
| CWMEX | Washington Mutual Investors Fund | Non-compliant | 200 | 93% |
| CWMFX | Washington Mutual Investors Fund | Non-compliant | 200 | 93% |
| CWS | AdvisorShares Focused Equity ETF· AdvisorShares Trust | Non-compliant | 26 | 87% |
| CWSAX | Carillon Chartwell Small Cap Growth Fund· Carillon Series Trust | Non-compliant | 92 | 82% |
| CWSBX | Carillon Chartwell Small Cap Growth Fund· Carillon Series Trust | Non-compliant | 92 | 82% |
| CWSCX | Carillon Chartwell Small Cap Value Fund· Carillon Series Trust | Non-compliant | 75 | 76% |
| CWSGX | Carillon Chartwell Small Cap Growth Fund· Carillon Series Trust | Non-compliant | 92 | 82% |
| CWSHX | Carillon Chartwell Small Cap Value Fund· Carillon Series Trust | Non-compliant | 75 | 76% |
| CWSIX | Carillon Chartwell Small Cap Value Fund· Carillon Series Trust | Non-compliant | 75 | 76% |
| CWSRX | Carillon Chartwell Small Cap Growth Fund· Carillon Series Trust | Non-compliant | 92 | 82% |
| CWSWX | Carillon Chartwell Small Cap Value Fund· Carillon Series Trust | Non-compliant | 75 | 76% |
| CWVCX | Calvert International Equity Fund· Calvert World Values Fund, Inc. | Non-compliant | 45 | 97% |
| CWVGX | Calvert International Equity Fund· Calvert World Values Fund, Inc. | Non-compliant | 45 | 97% |
| CWVIX | Calvert International Equity Fund· Calvert World Values Fund, Inc. | Non-compliant | 45 | 97% |
| CWXAX | Catalyst Systematic High Income Fund· MUTUAL FUND SERIES TRUST | Non-compliant | 13 | 78% |
| CWXCX | Catalyst Systematic High Income Fund· MUTUAL FUND SERIES TRUST | Non-compliant | 13 | 78% |
| CWXIX | Catalyst Systematic High Income Fund· MUTUAL FUND SERIES TRUST | Non-compliant | 13 | 78% |
| CXGCX | Calamos Global Convertible Fund· CALAMOS INVESTMENT TRUST/IL | Non-compliant | 116 | 72% |
| CXSE | WisdomTree China ex-State-Owned Enterprises Fund· WisdomTree Trust | Non-compliant | 264 | 82% |
| CXXRX | Columbia Small Cap Index Fund· COLUMBIA FUNDS SERIES TRUST | Non-compliant | 606 | 86% |
| CYBAX | Calvert High Yield Bond Fund· Calvert Fund | Non-compliant | 337 | 22% |
| CYBIX | Calvert High Yield Bond Fund· Calvert Fund | Non-compliant | 337 | 22% |
| CYBRX | Calvert High Yield Bond Fund· Calvert Fund | Non-compliant | 337 | 22% |
| CYPIX | CONSUMER DISCRETIONARY ULTRASECTOR PROFUND· ProFunds | Non-compliant | 56 | 75% |
| CYPSX | CONSUMER DISCRETIONARY ULTRASECTOR PROFUND· ProFunds | Non-compliant | 56 | 75% |
| CZA | Invesco Zacks Mid-Cap ETF· Invesco Exchange-Traded Fund Trust | Non-compliant | 103 | 90% |
| CZAMX | Multi-Manager Alternative Strategies Fund· COLUMBIA FUNDS SERIES TRUST I | Non-compliant | 1,607 | 22% |
| CZAR | Themes Natural Monopoly ETF· Themes ETF Trust | Non-compliant | 99 | 96% |
| CZMGX | Columbia Integrated Large Cap Growth Fund II· COLUMBIA FUNDS SERIES TRUST I | Non-compliant | 65 | 97% |
| CZMSX | Multi-Manager Small Cap Equity Strategies Fund· COLUMBIA FUNDS SERIES TRUST I | Non-compliant | 797 | 82% |
| CZMVX | Multi-Manager Value Strategies Fund· Columbia Funds Series Trust II | Non-compliant | 324 | 96% |
| DAACX | AMT Diversified Equity Fund· ADVISER MANAGED TRUST | Non-compliant | 1,700 | 86% |
| DAADX | Emerging Markets ex China Core Equity Portfolio· DFA INVESTMENT DIMENSIONS GROUP INC | Non-compliant | 3,847 | 78% |
| DAAIX | Dunham Long/Short Credit Fund· Dunham Funds | Non-compliant | 99 | 68% |
| DAAVX | Dunham Dynamic Macro Fund· Dunham Funds | Non-compliant | 46 | 66% |
| DACGX | Dunham Corporate/Government Bond Fund· Dunham Funds | Non-compliant | 719 | 50% |
| DADGX | Dunham Small Cap Growth Fund· Dunham Funds | Non-compliant | 111 | 80% |
| DADIX | Dimensional World ex U.S. Sustainability Targeted Value Portfolio· DFA INVESTMENT DIMENSIONS GROUP INC | Non-compliant | 2,585 | 80% |
| DADS | Digital Asset Debt Strategy ETF· Tidal Trust I | Non-compliant | 33 | 56% |
| DAEIX | DEAN EQUITY INCOME FUND· Unified Series Trust | Non-compliant | 50 | 92% |
| DAEMX | Dunham Emerging Markets Stock Fund· Dunham Funds | Non-compliant | 67 | 85% |
| DAFGX | Dunham Focused Large Cap Growth Fund· Dunham Funds | Non-compliant | 33 | 100% |
| DAFRX | Dunham Floating Rate Bond Fund· Dunham Funds | Non-compliant | 279 | 6% |
| DAGVX | BNY Mellon Dynamic Value Fund· BNY Mellon Advantage Funds, Inc. | Non-compliant | 85 | 93% |
| DAHYX | Dunham High Yield Bond Fund· Dunham Funds | Non-compliant | 277 | 28% |
| DAINX | Dunham International Stock Fund· Dunham Funds | Non-compliant | 425 | 91% |
| DAIOX | Dunham International Opportunity Bond Fund· Dunham Funds | Non-compliant | 577 | 16% |
| DAK | Dakota Active Equity ETF· EA Series Trust | Non-compliant | 170 | 78% |
| DALCX | DEAN MID CAP VALUE· Unified Series Trust | Non-compliant | 58 | 96% |
| DALVX | Dunham Large Cap Value Fund· Dunham Funds | Non-compliant | 74 | 93% |
| DAMD | Defiance Daily Target 2x Short Amd ETF· Tidal Trust II | Non-compliant | 6 | 34% |
| DANA | Dana Limited Volatility ETF· Tidal Trust I | Non-compliant | 72 | 82% |
| DAPP | VanEck Digital Transformation ETF· VanEck ETF Trust | Non-compliant | 21 | 79% |
| DAREX | Dunham Real Estate Stock Fund· Dunham Funds | Non-compliant | 43 | 81% |
| DARP | Grizzle Growth ETF· Tidal Trust II | Non-compliant | 44 | 97% |
| DASCX | DEAN SMALL CAP VALUE· Unified Series Trust | Non-compliant | 59 | 80% |
| DASVX | Dunham Small Cap Value Fund· Dunham Funds | Non-compliant | 210 | 78% |
| DAT | ProShares Big Data Refiners ETF· ProShares Trust | Non-compliant | 34 | 84% |
| DAVPX | DAVENPORT CORE LEADERS FUND· Williamsburg Investment Trust | Non-compliant | 41 | 96% |
| DAX | Global X DAX Germany ETF· GLOBAL X FUNDS | Non-compliant | 42 | 85% |
30,291 funds · page 33 of 303