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 |
|---|---|---|---|---|
| DSCPX | DAVENPORT SMALL CAP FOCUS FUND· Williamsburg Investment Trust | Non-compliant | 34 | 84% |
| DSCVX | BNY Mellon Opportunistic Small Cap Fund· BNY Mellon Advantage Funds, Inc. | Non-compliant | 109 | 72% |
| DSCYX | BNY Mellon Opportunistic Small Cap Fund· BNY Mellon Advantage Funds, Inc. | Non-compliant | 109 | 72% |
| DSDYX | BNY Mellon Global Fixed Income Fund· BNY Mellon Investment Funds I | Non-compliant | 535 | 57% |
| DSEEX | DoubleLine Shiller Enhanced CAPE· DoubleLine Funds Trust | Non-compliant | 779 | 41% |
| DSEFX | Domini Impact Equity Fund· Domini Investment Trust | Non-compliant | 157 | 95% |
| DSENX | DoubleLine Shiller Enhanced CAPE· DoubleLine Funds Trust | Non-compliant | 779 | 41% |
| DSEUX | DoubleLine Shiller Enhanced International CAPE· DoubleLine Funds Trust | Non-compliant | 265 | 34% |
| DSFRX | Domini Impact Equity Fund· Domini Investment Trust | Non-compliant | 157 | 95% |
| DSHFX | Destinations Shelter Fund· Brinker Capital Destinations Trust | Non-compliant | 203 | 92% |
| DSHZX | Destinations Shelter Fund· Brinker Capital Destinations Trust | Non-compliant | 203 | 92% |
| DSI | iShares ESG MSCI KLD 400 ETF· iShares Trust | Non-compliant | 405 | 98% |
| DSL | DoubleLine Income Solutions Fund | Non-compliant | 495 | 11% |
| DSMC | Distillate Small/Mid Cash Flow ETF· ETF Series Solutions | Non-compliant | 151 | 86% |
| DSMDX | Driehaus Small/Mid Cap Growth Fund· Driehaus Mutual Funds | Non-compliant | 114 | 83% |
| DSMFX | Destinations Small-Mid Cap Equity Fund· Brinker Capital Destinations Trust | Non-compliant | 2,719 | 76% |
| DSMLX | Touchstone Strategic Trust-Touchstone Large Company Growth Fund· Touchstone Strategic Trust | Non-compliant | 26 | 100% |
| DSMZX | Destinations Small-Mid Cap Equity Fund· Brinker Capital Destinations Trust | Non-compliant | 2,719 | 76% |
| DSPIX | BNY Mellon Institutional S&P 500 Stock Index Fund· BNY Mellon Investment Funds IV, Inc. | Non-compliant | 506 | 96% |
| DSPY | Tema S&P 500 Historical Weight ETF Strategy· Tema ETF Trust | Non-compliant | 506 | 95% |
| DSTIX | BNY Mellon Short Term Income Fund· BNY Mellon Investment Funds VII, Inc. | Non-compliant | 364 | 36% |
| DSTL | Distillate U.S. Fundamental Stability & Value ETF· ETF Series Solutions | Non-compliant | 108 | 95% |
| DSTX | Distillate International Fundamental Stability & Value ETF· ETF Series Solutions | Non-compliant | 102 | 89% |
| DSU | BlackRock Debt Strategies Fund, Inc. | Non-compliant | 1,305 | 11% |
| DTAN | Sparkline International Intangible Value ETF· EA Series Trust | Non-compliant | 120 | 95% |
| DTBRX | PGIM Total Return Bond Fund· Prudential Investment Portfolios, Inc. 17 | Non-compliant | 2,962 | 49% |
| DTCAX | BNY Mellon Sustainable U.S. Equity Fund, Inc. | Non-compliant | 50 | 95% |
| DTCCX | BNY Mellon Sustainable U.S. Equity Fund, Inc. | Non-compliant | 50 | 95% |
| DTCR | Global X Data Center & Digital Infrastructure ETF· GLOBAL X FUNDS | Non-compliant | 32 | 92% |
| DTCYX | BNY Mellon Sustainable U.S. Equity Fund, Inc. | Non-compliant | 50 | 95% |
| DTD | WisdomTree U.S. Total Dividend Fund· WisdomTree Trust | Non-compliant | 824 | 94% |
| DTEC | ALPS Disruptive Technologies ETF· ALPS ETF TRUST | Non-compliant | 100 | 92% |
| DTEYX | BNY Mellon Technology Growth Fund· BNY Mellon Advantage Funds, Inc. | Non-compliant | 37 | 98% |
| DTGCX | BNY Mellon Technology Growth Fund· BNY Mellon Advantage Funds, Inc. | Non-compliant | 37 | 98% |
| DTGRX | BNY Mellon Technology Growth Fund· BNY Mellon Advantage Funds, Inc. | Non-compliant | 37 | 98% |
| DTH | WisdomTree International High Dividend Fund· WisdomTree Trust | Non-compliant | 565 | 89% |
| DTICX | Nomura Limited-Term Diversified Income Fund· Delaware Group Limited-Term Government Funds | Non-compliant | 284 | 54% |
| DTINX | Nomura Limited-Term Diversified Income Fund· Delaware Group Limited-Term Government Funds | Non-compliant | 284 | 54% |
| DTLGX | Large Company Growth Portfolio· Wilshire Mutual Funds Inc | Non-compliant | 383 | 86% |
| DTLVX | Large Company Value Portfolio· Wilshire Mutual Funds Inc | Non-compliant | 531 | 82% |
| DTRE | First Trust Alerian Disruptive Technology Real Estate ETF· First Trust Exchange-Traded Fund II | Non-compliant | 32 | 86% |
| DTRIX | Nomura Limited-Term Diversified Income Fund· Delaware Group Limited-Term Government Funds | Non-compliant | 284 | 54% |
| DTSGX | Small Company Growth Portfolio· Wilshire Mutual Funds Inc | Non-compliant | 434 | 81% |
| DTSVX | Small Company Value Portfolio· Wilshire Mutual Funds Inc | Non-compliant | 681 | 77% |
| DUGCX | Nomura Strategic Income Fund· Delaware Group Government Fund | Non-compliant | 291 | 27% |
| DUGIX | Nomura Strategic Income Fund· Delaware Group Government Fund | Non-compliant | 291 | 28% |
| DUGRX | Nomura Strategic Income Fund· Delaware Group Government Fund | Non-compliant | 291 | 28% |
| DUHP | Dimensional US High Profitability ETF· Dimensional ETF Trust | Non-compliant | 151 | 97% |
| DULTX | Nomura Ultrashort Fund· Delaware Group Cash Reserve | Non-compliant | 73 | 30% |
| DUNK | Dana Unconstrained Equity ETF· Tidal Trust I | Non-compliant | 22 | 99% |
| DURA | VanEck Durable High Dividend ETF· VanEck ETF Trust | Non-compliant | 71 | 99% |
| DURPX | U.S. High Relative Profitability Portfolio· DFA INVESTMENT DIMENSIONS GROUP INC | Non-compliant | 145 | 97% |
| DUSA | Davis Select U.S. Equity ETF· Davis Fundamental ETF Trust | Non-compliant | 29 | 74% |
| DUSB | Dimensional Ultrashort Fixed Income ETF· Dimensional ETF Trust | Non-compliant | 572 | 55% |
| DUSL | Direxion Daily Industrials Bull 3X Shares· Direxion Shares ETF Trust | Non-compliant | 90 | 60% |
| DUTY | U.S. Defense ETF· Tidal Trust III | Non-compliant | 51 | 87% |
| DVAL | BrandywineGLOBAL-Dynamic US Large Cap Value ETF· Franklin Templeton ETF Trust | Non-compliant | 113 | 89% |
| DVDN | Kingsbarn Dividend Opportunity ETF· ETF Opportunities Trust | Non-compliant | 17 | 57% |
| DVFYX | Davis Financial Fund· DAVIS SERIES INC | Non-compliant | 31 | 73% |
| DVGR | DAC 3D Dividend Growth ETF· EA Series Trust | Non-compliant | 37 | 99% |
| DVIPX | DAVENPORT VALUE & INCOME FUND· Williamsburg Investment Trust | Non-compliant | 46 | 90% |
| DVLCX | BNY Mellon Midcap Value Fund· BNY Mellon Advantage Funds, Inc. | Non-compliant | 78 | 89% |
| DVLIX | BNY Mellon Midcap Value Fund· BNY Mellon Advantage Funds, Inc. | Non-compliant | 78 | 89% |
| DVLRX | Nomura Small Cap Value Fund· Delaware Group Equity Funds V | Non-compliant | 106 | 80% |
| DVLU | First Trust Dorsey Wright Momentum & Value ETF· First Trust Exchange-Traded Fund VI | Non-compliant | 51 | 85% |
| DVND | Touchstone ETF Trust-Touchstone Dividend Select ETF· Touchstone ETF Trust | Non-compliant | 56 | 92% |
| DVOAX | Moderate Allocation Fund· Meeder Funds | Non-compliant | 216 | 38% |
| DVOIX | Moderate Allocation Fund· Meeder Funds | Non-compliant | 216 | 38% |
| DVOL | First Trust Dorsey Wright Momentum & Low Volatility ETF· First Trust Exchange-Traded Fund VI | Non-compliant | 51 | 89% |
| DVRAX | MFS Global Alternative Strategy Fund· MFS Series Trust XV | Non-compliant | 1,343 | 78% |
| DVRBX | MFS Global Alternative Strategy Fund· MFS Series Trust XV | Non-compliant | 1,343 | 78% |
| DVRCX | MFS Global Alternative Strategy Fund· MFS Series Trust XV | Non-compliant | 1,343 | 78% |
| DVRFX | MFS Global Alternative Strategy Fund· MFS Series Trust XV | Non-compliant | 1,156 | 78% |
| DVRHX | MFS Global Alternative Strategy Fund· MFS Series Trust XV | Non-compliant | 1,343 | 78% |
| DVRIX | MFS Global Alternative Strategy Fund· MFS Series Trust XV | Non-compliant | 1,343 | 78% |
| DVRJX | MFS Global Alternative Strategy Fund· MFS Series Trust XV | Non-compliant | 1,343 | 78% |
| DVRKX | MFS Global Alternative Strategy Fund· MFS Series Trust XV | Non-compliant | 1,343 | 78% |
| DVRLX | MFS Global Alternative Strategy Fund· MFS Series Trust XV | Non-compliant | 1,343 | 78% |
| DVRPX | UBS US Dividend Ruler Fund· UBS FUNDS | Non-compliant | 33 | 99% |
| DVRUX | UBS US Dividend Ruler Fund· UBS FUNDS | Non-compliant | 33 | 99% |
| DVSMX | Driehaus Small Cap Growth Fund· Driehaus Mutual Funds | Non-compliant | 122 | 77% |
| DVY | iShares Select Dividend ETF· iShares Trust | Non-compliant | 104 | 95% |
| DVYA | iShares Asia/Pacific Dividend ETF· iShares, Inc. | Non-compliant | 59 | 94% |
| DVYE | iShares Emerging Markets Dividend ETF· iShares, Inc. | Non-compliant | 126 | 68% |
| DVZRX | Nomura Small Cap Value Fund· Delaware Group Equity Funds V | Non-compliant | 106 | 78% |
| DWAFX | Arrow DWA Tactical: Balanced Fund· Arrow Investments Trust | Non-compliant | 130 | 24% |
| DWANX | Arrow DWA Tactical: Balanced Fund· Arrow Investments Trust | Non-compliant | 141 | 24% |
| DWAS | Invesco Dorsey Wright SmallCap Momentum ETF· Invesco Exchange-Traded Fund Trust II | Non-compliant | 202 | 60% |
| DWATX | Arrow DWA Tactical: Balanced Fund· Arrow Investments Trust | Non-compliant | 141 | 24% |
| DWGAX | American Funds Developing World Growth & Income Fund | Non-compliant | 149 | 86% |
| DWGCX | American Funds Developing World Growth & Income Fund | Non-compliant | 149 | 86% |
| DWGFX | American Funds Developing World Growth & Income Fund | Non-compliant | 149 | 86% |
| DWGHX | American Funds Developing World Growth & Income Fund | Non-compliant | 149 | 86% |
| DWLD | Davis Select Worldwide ETF· Davis Fundamental ETF Trust | Non-compliant | 41 | 77% |
| DWM | WisdomTree International Equity Fund· WisdomTree Trust | Non-compliant | 1,408 | 91% |
| DWMF | WisdomTree International Multifactor Fund· WisdomTree Trust | Non-compliant | 255 | 94% |
| DWOAX | BNY Mellon Research Growth Fund, Inc.· BNY MELLON RESEARCH GROWTH FUND, INC. | Non-compliant | 57 | 99% |
| DWOCX | BNY Mellon Research Growth Fund, Inc.· BNY MELLON RESEARCH GROWTH FUND, INC. | Non-compliant | 57 | 99% |
| DWOIX | BNY Mellon Research Growth Fund, Inc.· BNY MELLON RESEARCH GROWTH FUND, INC. | Non-compliant | 57 | 99% |
| DWWN | Principal Long Duration ETF· Principal Exchange-Traded Funds | Non-compliant | 58 | 100% |
30,302 funds · page 39 of 304