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 |
|---|---|---|---|---|
| DBFRX | DoubleLine Floating Rate Fund· DoubleLine Funds Trust | Non-compliant | 377 | 7% |
| DBICX | DWS Global Macro Fund· DEUTSCHE DWS INTERNATIONAL FUND, INC. | Non-compliant | 79 | 81% |
| DBIRX | BNY Mellon Bond Market Index Fund· BNY Mellon Investment Funds IV, Inc. | Non-compliant | 2,402 | 82% |
| DBISX | DWS Global Macro Fund· DEUTSCHE DWS INTERNATIONAL FUND, INC. | Non-compliant | 84 | 80% |
| DBIVX | DWS Global Macro Fund· DEUTSCHE DWS INTERNATIONAL FUND, INC. | Non-compliant | 84 | 80% |
| DBIWX | DWS Global Macro Fund· DEUTSCHE DWS INTERNATIONAL FUND, INC. | Non-compliant | 79 | 81% |
| DBJP | Xtrackers MSCI Japan Hedged Equity ETF· DBX ETF Trust | Non-compliant | 179 | 96% |
| DBL | DoubleLine Opportunistic Credit Fund | Non-compliant | 574 | 24% |
| DBLDX | DoubleLine Long Duration Total Return Bond Fund· DoubleLine Funds Trust | Non-compliant | 60 | 91% |
| DBLEX | DoubleLine Emerging Markets Fixed Income Fund· DoubleLine Funds Trust | Non-compliant | 158 | 15% |
| DBLFX | DoubleLine Core Fixed Income Fund· DoubleLine Funds Trust | Non-compliant | 1,727 | 52% |
| DBLGX | DoubleLine Global Bond Fund· DoubleLine Funds Trust | Non-compliant | 54 | 39% |
| DBLIX | DoubleLine Securitized Credit Fund· DoubleLine Funds Trust | Non-compliant | 249 | 31% |
| DBLLX | DoubleLine Low Duration Emerging Markets Fixed Income Fund· DoubleLine Funds Trust | Non-compliant | 87 | 17% |
| DBLNX | DoubleLine Securitized Credit Fund· DoubleLine Funds Trust | Non-compliant | 249 | 31% |
| DBLSX | DoubleLine Low Duration Bond Fund· DoubleLine Funds Trust | Non-compliant | 887 | 36% |
| DBLTX | DoubleLine Total Return Bond Fund· DoubleLine Funds Trust | Non-compliant | 3,135 | 53% |
| DBMAX | BNY Mellon Small/Mid Cap Growth Fund· BNY Mellon Investment Funds I | Non-compliant | 76 | 88% |
| DBMCX | BNY Mellon Small/Mid Cap Growth Fund· BNY Mellon Investment Funds I | Non-compliant | 76 | 88% |
| DBMF | iMGP DBI Managed Futures Strategy ETF· LITMAN GREGORY FUNDS TRUST | Non-compliant | 18 | 92% |
| DBMIX | BNY Mellon Bond Market Index Fund· BNY Mellon Investment Funds IV, Inc. | Non-compliant | 2,402 | 82% |
| DBMYX | BNY Mellon Small/Mid Cap Growth Fund· BNY Mellon Investment Funds I | Non-compliant | 76 | 88% |
| DBMZX | BNY Mellon Small/Mid Cap Growth Fund· BNY Mellon Investment Funds I | Non-compliant | 76 | 88% |
| DBND | DoubleLine Opportunistic Core Bond ETF· DoubleLine ETF Trust | Non-compliant | 1,254 | 49% |
| DBOAX | BNY Mellon Balanced Opportunity Fund· BNY Mellon Investment Funds VI | Non-compliant | 436 | 86% |
| DBOCX | BNY Mellon Balanced Opportunity Fund· BNY Mellon Investment Funds VI | Non-compliant | 436 | 86% |
| DBORX | BNY Mellon Balanced Opportunity Fund· BNY Mellon Investment Funds VI | Non-compliant | 436 | 86% |
| DBOYX | BNY Mellon Balanced Opportunity Fund· BNY Mellon Investment Funds VI | Non-compliant | 436 | 86% |
| DBOZX | BNY Mellon Balanced Opportunity Fund· BNY Mellon Investment Funds VI | Non-compliant | 436 | 86% |
| DBPIX | DWS Short Duration Fund· DEUTSCHE DWS INCOME TRUST | Non-compliant | 590 | 36% |
| DBSC | Deepwater Beachfront Small Cap ETF· Manager Directed Portfolios | Non-compliant | 101 | 86% |
| DCAIX | Dunham Long/Short Credit Fund· Dunham Funds | Non-compliant | 99 | 68% |
| DCAVX | Dunham Dynamic Macro Fund· Dunham Funds | Non-compliant | 46 | 66% |
| DCCAX | Nomura Small Cap Core Fund· Delaware Group Equity Funds V | Non-compliant | 138 | 90% |
| DCCCX | Nomura Small Cap Core Fund· Delaware Group Equity Funds V | Non-compliant | 138 | 90% |
| DCCGX | Dunham Corporate/Government Bond Fund· Dunham Funds | Non-compliant | 719 | 50% |
| DCCIX | Nomura Small Cap Core Fund· Delaware Group Equity Funds V | Non-compliant | 138 | 90% |
| DCCRX | Nomura Small Cap Core Fund· Delaware Group Equity Funds V | Non-compliant | 138 | 90% |
| DCDGX | Dunham Small Cap Growth Fund· Dunham Funds | Non-compliant | 111 | 82% |
| DCEMX | Dunham Emerging Markets Stock Fund· Dunham Funds | Non-compliant | 67 | 85% |
| DCFFX | Destinations Core Fixed Income Fund· Brinker Capital Destinations Trust | Non-compliant | 1,912 | 57% |
| DCFGX | Dunham Focused Large Cap Growth Fund· Dunham Funds | Non-compliant | 33 | 100% |
| DCFRX | Dunham Floating Rate Bond Fund· Dunham Funds | Non-compliant | 279 | 7% |
| DCFZX | Destinations Core Fixed Income Fund· Brinker Capital Destinations Trust | Non-compliant | 1,912 | 57% |
| DCGTX | Jackson Square SMID-Cap Growth Fund· Managed Portfolio Series | Non-compliant | 26 | 93% |
| DCGVX | BNY Mellon Dynamic Value Fund· BNY Mellon Advantage Funds, Inc. | Non-compliant | 85 | 93% |
| DCHYX | Dunham High Yield Bond Fund· Dunham Funds | Non-compliant | 286 | 28% |
| DCINX | Dunham International Stock Fund· Dunham Funds | Non-compliant | 425 | 91% |
| DCIOX | Dunham International Opportunity Bond Fund· Dunham Funds | Non-compliant | 577 | 16% |
| DCLVX | Dunham Large Cap Value Fund· Dunham Funds | Non-compliant | 74 | 93% |
| DCOR | Dimensional US Core Equity 1 ETF· Dimensional ETF Trust | Non-compliant | 2,396 | 94% |
| DCPAX | BNY Mellon Core Plus Fund· BNY Mellon Absolute Insight Funds, Inc. | Non-compliant | 775 | 58% |
| DCPCX | BNY Mellon Core Plus Fund· BNY Mellon Absolute Insight Funds, Inc. | Non-compliant | 775 | 58% |
| DCPIX | BNY Mellon Core Plus Fund· BNY Mellon Absolute Insight Funds, Inc. | Non-compliant | 775 | 58% |
| DCPYX | BNY Mellon Core Plus Fund· BNY Mellon Absolute Insight Funds, Inc. | Non-compliant | 775 | 58% |
| DCRE | DoubleLine Commercial Real Estate Debt ETF· DoubleLine ETF Trust | Non-compliant | 281 | 12% |
| DCREX | Dunham Real Estate Stock Fund· Dunham Funds | Non-compliant | 43 | 81% |
| DCSCX | Davis Balanced Fund· DAVIS SERIES INC | Non-compliant | 66 | 70% |
| DCSVX | Dunham Small Cap Value Fund· Dunham Funds | Non-compliant | 203 | 75% |
| DCSYX | Davis Balanced Fund· DAVIS SERIES INC | Non-compliant | 66 | 70% |
| DCUAX | DWS CROCI(R) U.S. Fund· DEUTSCHE DWS INVESTMENT TRUST | Non-compliant | 89 | 92% |
| DCUCX | DWS CROCI(R) U.S. Fund· DEUTSCHE DWS INVESTMENT TRUST | Non-compliant | 89 | 90% |
| DCUIX | DWS CROCI(R) U.S. Fund· DEUTSCHE DWS INVESTMENT TRUST | Non-compliant | 89 | 92% |
| DCUSX | DWS CROCI(R) U.S. Fund· DEUTSCHE DWS INVESTMENT TRUST | Non-compliant | 89 | 92% |
| DCZRX | Nomura Small Cap Core Fund· Delaware Group Equity Funds V | Non-compliant | 138 | 90% |
| DDCFX | DoubleLine Core Fixed Income Fund· DoubleLine Funds Trust | Non-compliant | 1,727 | 52% |
| DDCPX | DoubleLine Shiller Enhanced CAPE· DoubleLine Funds Trust | Non-compliant | 779 | 41% |
| DDDAX | 13D Activist Fund· Northern Lights Fund Trust | Non-compliant | 22 | 88% |
| DDDCX | 13D Activist Fund· Northern Lights Fund Trust | Non-compliant | 22 | 88% |
| DDDD | YieldMax(R) U.S. Stocks Target Double Distribution ETF· Tidal Trust II | Non-compliant | 268 | 90% |
| DDDIX | 13D Activist Fund· Northern Lights Fund Trust | Non-compliant | 22 | 88% |
| DDDRX | Nomura Wealth Builder Fund· Delaware Group Equity Funds V | Non-compliant | 722 | 73% |
| DDERX | Nomura Wealth Builder Fund· Delaware Group Equity Funds V | Non-compliant | 722 | 73% |
| DDFIX | Invesco Diversified Dividend Fund· AIM Equity Funds (Invesco Equity Funds) | Non-compliant | 76 | 93% |
| DDFRX | Invesco Diversified Dividend Fund· AIM Equity Funds (Invesco Equity Funds) | Non-compliant | 76 | 93% |
| DDIAX | Nomura Wealth Builder Fund· Delaware Group Equity Funds V | Non-compliant | 722 | 73% |
| DDICX | Nomura Wealth Builder Fund· Delaware Group Equity Funds V | Non-compliant | 722 | 73% |
| DDIIX | Nomura Wealth Builder Fund· Delaware Group Equity Funds V | Non-compliant | 722 | 73% |
| DDIV | First Trust Dorsey Wright Momentum & Dividend ETF· First Trust Exchange-Traded Fund VI | Non-compliant | 51 | 80% |
| DDJCX | Polen Opportunistic High Yield Fund· FundVantage Trust | Non-compliant | 126 | 11% |
| DDJIX | Polen Opportunistic High Yield Fund· FundVantage Trust | Non-compliant | 126 | 11% |
| DDJRX | Polen Opportunistic High Yield Fund· FundVantage Trust | Non-compliant | 126 | 11% |
| DDLDX | DoubleLine Low Duration Bond Fund· DoubleLine Funds Trust | Non-compliant | 887 | 36% |
| DDLS | WisdomTree Dynamic International SmallCap Equity Fund· WisdomTree Trust | Non-compliant | 1,109 | 76% |
| DDM | ProShares Ultra Dow30· ProShares Trust | Non-compliant | 45 | 75% |
| DDTRX | DoubleLine Total Return Bond Fund· DoubleLine Funds Trust | Non-compliant | 3,135 | 53% |
| DDV | Defined Duration 5 ETF· EA Series Trust | Non-compliant | 6 | 88% |
| DDVAX | Nomura Value Fund· Delaware Group Equity Funds II | Non-compliant | 38 | 99% |
| DDVCX | Nomura Value Fund· Delaware Group Equity Funds II | Non-compliant | 38 | 99% |
| DDVIX | Nomura Value Fund· Delaware Group Equity Funds II | Non-compliant | 38 | 99% |
| DDVRX | Nomura Value Fund· Delaware Group Equity Funds II | Non-compliant | 38 | 99% |
| DDWM | WisdomTree Dynamic International Equity Fund· WisdomTree Trust | Non-compliant | 1,545 | 90% |
| DDX | Defined Duration 10 ETF· EA Series Trust | Non-compliant | 9 | 59% |
| DDZRX | Nomura Value Fund· Delaware Group Equity Funds II | Non-compliant | 38 | 99% |
| DEBIX | SHELTON TACTICAL FUND· SCM Trust | Non-compliant | 55 | 34% |
| DEBTX | SHELTON TACTICAL FUND· SCM Trust | Non-compliant | 55 | 34% |
| DECO | State Street(R) Galaxy Digital Asset Ecosystem ETF· SSGA Active Trust | Non-compliant | 32 | 86% |
| DECP | PGIM S&P 500 Buffer 12 ETF - December· PGIM Rock ETF Trust | Non-compliant | 9 | 99% |
| DECZ | TrueShares Structured Outcome (December) ETF· Elevation Series Trust | Non-compliant | 19 | 89% |
| DEDAX | Nomura Emerging Markets Debt Corporate Fund· Delaware Group Government Fund | Non-compliant | 148 | 24% |
30,302 funds · page 34 of 304