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 |
|---|---|---|---|---|
| ADVAX | NORTH SQUARE STRATEGIC INCOME FUND· Exchange Place Advisors Trust | Non-compliant | 232 | 76% |
| ADVDX | abrdn Dynamic Dividend Fund· abrdn Funds | Non-compliant | 87 | 96% |
| ADVE | Matthews Asia Dividend Active ETF· Matthews International Funds | Non-compliant | 64 | 87% |
| ADVGX | NORTH SQUARE SELECT SMALL CAP FUND· Exchange Place Advisors Trust | Non-compliant | 32 | 89% |
| ADVIX | Vaughan Nelson International Fund· INVESTMENT MANAGERS SERIES TRUST | Non-compliant | 32 | 76% |
| ADVJX | Vaughan Nelson International Fund· INVESTMENT MANAGERS SERIES TRUST | Non-compliant | 32 | 76% |
| ADVKX | Vaughan Nelson Emerging Markets Fund· INVESTMENT MANAGERS SERIES TRUST | Non-compliant | 29 | 87% |
| ADVLX | Vaughan Nelson International Fund· INVESTMENT MANAGERS SERIES TRUST | Non-compliant | 32 | 76% |
| ADVMX | Vaughan Nelson Emerging Markets Fund· INVESTMENT MANAGERS SERIES TRUST | Non-compliant | 29 | 87% |
| ADVNX | NORTH SQUARE STRATEGIC INCOME FUND· Exchange Place Advisors Trust | Non-compliant | 232 | 76% |
| ADVRX | Diversified Bond Fund· American Century Investment Trust | Non-compliant | 486 | 62% |
| ADVYX | Diversified Bond Fund· American Century Investment Trust | Non-compliant | 486 | 62% |
| ADX | N/A· Adams Diversified Equity Fund, Inc. | Non-compliant | 108 | 95% |
| AEDAX | Invesco International Value Fund· AIM International Mutual Funds (Invesco International Mutual Funds) | Non-compliant | 58 | 90% |
| AEDCX | Invesco International Value Fund· AIM International Mutual Funds (Invesco International Mutual Funds) | Non-compliant | 58 | 90% |
| AEDMX | Emerging Markets Fund· American Century World Mutual Funds, Inc. | Non-compliant | 88 | 87% |
| AEDRX | Invesco International Value Fund· AIM International Mutual Funds (Invesco International Mutual Funds) | Non-compliant | 58 | 90% |
| AEDYX | Invesco International Value Fund· AIM International Mutual Funds (Invesco International Mutual Funds) | Non-compliant | 58 | 90% |
| AEF | abrdn Emerging Markets ex-China Fund, Inc. | Non-compliant | 72 | 86% |
| AEGFX | EUPAC Fund | Non-compliant | 398 | 91% |
| AEGMX | Emerging Markets Fund· American Century World Mutual Funds, Inc. | Non-compliant | 88 | 87% |
| AEIMX | Equity Income Fund· American Century Capital Portfolios, Inc. | Non-compliant | 137 | 92% |
| AEIUX | Equity Income Fund· American Century Capital Portfolios, Inc. | Non-compliant | 137 | 92% |
| AEIYX | Equity Income Fund· American Century Capital Portfolios, Inc. | Non-compliant | 137 | 92% |
| AELV | Harbor AlphaEdge Large Cap Value ETF· Harbor ETF Trust | Non-compliant | 75 | 99% |
| AEMGX | Acadian Emerging Markets Portfolio· ADVISORS' INNER CIRCLE FUND | Non-compliant | 615 | 81% |
| AEMMX | Emerging Markets Fund· American Century World Mutual Funds, Inc. | Non-compliant | 88 | 87% |
| AEMOX | Virtus Emerging Markets Opportunities Fund· Virtus Investment Trust | Non-compliant | 74 | 91% |
| AEMRX | Emerging Markets Fund· American Century World Mutual Funds, Inc. | Non-compliant | 88 | 87% |
| AEMSX | abrdn Emerging Markets Fund· abrdn Funds | Non-compliant | 74 | 85% |
| AEMVX | Acadian Emerging Markets Portfolio· ADVISORS' INNER CIRCLE FUND | Non-compliant | 615 | 81% |
| AEMZX | Acadian Emerging Markets Portfolio· ADVISORS' INNER CIRCLE FUND | Non-compliant | 615 | 81% |
| AEPCX | EUPAC Fund | Non-compliant | 398 | 91% |
| AEPFX | EUPAC Fund | Non-compliant | 398 | 91% |
| AEPGX | EUPAC Fund | Non-compliant | 398 | 91% |
| AEPIX | Allspring Managed Account CoreBuilder Shares Series EPI· ALLSPRING FUNDS TRUST | Non-compliant | 68 | 93% |
| AETH | Bitwise Trendwise Ethereum and Treasuries Rotation Strategy ETF· Bitwise Funds Trust | Non-compliant | 2 | 91% |
| AEUDX | Equity Income Fund· American Century Capital Portfolios, Inc. | Non-compliant | 137 | 92% |
| AEURX | Equity Income Fund· American Century Capital Portfolios, Inc. | Non-compliant | 137 | 92% |
| AEYCX | Disciplined Core Equity Fund· American Century Quantitative Equity Funds, Inc. | Non-compliant | 183 | 95% |
| AEYGX | Disciplined Core Equity Fund· American Century Quantitative Equity Funds, Inc. | Non-compliant | 183 | 95% |
| AEYIX | Equity Income Fund· American Century Capital Portfolios, Inc. | Non-compliant | 137 | 92% |
| AEYMX | Emerging Markets Fund· American Century World Mutual Funds, Inc. | Non-compliant | 88 | 87% |
| AEYRX | Disciplined Core Equity Fund· American Century Quantitative Equity Funds, Inc. | Non-compliant | 183 | 95% |
| AFACX | American Funds Core Plus Bond Fund | Non-compliant | 659 | 49% |
| AFAEX | American Funds Core Plus Bond Fund | Non-compliant | 659 | 49% |
| AFAIX | Alger International Small Cap Fund· ALGER FUNDS | Non-compliant | 48 | 95% |
| AFALX | Applied Finance Dividend Fund· World Funds Trust | Non-compliant | 39 | 66% |
| AFAVX | AMG River Road Focused Absolute Value Fund· AMG Funds IV | Non-compliant | 31 | 92% |
| AFAZX | Applied Finance Dividend Fund· World Funds Trust | Non-compliant | 39 | 66% |
| AFCFX | American Funds Core Plus Bond Fund | Non-compliant | 659 | 49% |
| AFCGX | Focused International Growth Fund· American Century World Mutual Funds, Inc. | Non-compliant | 53 | 94% |
| AFCHX | Focused International Growth Fund· American Century World Mutual Funds, Inc. | Non-compliant | 53 | 94% |
| AFCLX | Focused International Growth Fund· American Century World Mutual Funds, Inc. | Non-compliant | 53 | 94% |
| AFCMX | Focused International Growth Fund· American Century World Mutual Funds, Inc. | Non-compliant | 53 | 94% |
| AFCNX | Focused International Growth Fund· American Century World Mutual Funds, Inc. | Non-compliant | 53 | 94% |
| AFCPX | American Funds Core Plus Bond Fund | Non-compliant | 659 | 49% |
| AFCSX | Focused International Growth Fund· American Century World Mutual Funds, Inc. | Non-compliant | 53 | 94% |
| AFCWX | Focused International Growth Fund· American Century World Mutual Funds, Inc. | Non-compliant | 53 | 94% |
| AFDAX | Large Cap Equity Fund· American Century Mutual Funds, Inc. | Non-compliant | 119 | 95% |
| AFDCX | Large Cap Equity Fund· American Century Mutual Funds, Inc. | Non-compliant | 119 | 95% |
| AFDGX | Large Cap Equity Fund· American Century Mutual Funds, Inc. | Non-compliant | 119 | 95% |
| AFDIX | Large Cap Equity Fund· American Century Mutual Funds, Inc. | Non-compliant | 119 | 95% |
| AFDM | First Trust RiverFront Dynamic Developed International ETF· First Trust Exchange-Traded Fund III | Non-compliant | 149 | 90% |
| AFDRX | Large Cap Equity Fund· American Century Mutual Funds, Inc. | Non-compliant | 119 | 95% |
| AFDVX | Applied Finance Explorer Fund· World Funds Trust | Non-compliant | 138 | 71% |
| AFDZX | Applied Finance Explorer Fund· World Funds Trust | Non-compliant | 138 | 71% |
| AFEDX | Large Cap Equity Fund· American Century Mutual Funds, Inc. | Non-compliant | 119 | 95% |
| AFEGX | Large Cap Equity Fund· American Century Mutual Funds, Inc. | Non-compliant | 119 | 95% |
| AFEIX | Large Cap Equity Fund· American Century Mutual Funds, Inc. | Non-compliant | 119 | 95% |
| AFEM | First Trust RiverFront Dynamic Emerging Markets ETF· First Trust Exchange-Traded Fund III | Non-compliant | 114 | 78% |
| AFFCX | YORKTOWN BOND FUND· American Pension Investors Trust | Non-compliant | 313 | 69% |
| AFFIX | YORKTOWN BOND FUND· American Pension Investors Trust | Non-compliant | 313 | 69% |
| AFFMX | American Funds Mortgage Fund | Non-compliant | 1,289 | 91% |
| AFGFX | Virtus Silvant Focused Growth Fund· Virtus Investment Trust | Non-compliant | 32 | 98% |
| AFGGX | YORKTOWN GROWTH FUND· American Pension Investors Trust | Non-compliant | 200 | 91% |
| AFGIX | Alger Global Equity Fund | Non-compliant | 42 | 95% |
| AFGPX | Alger International Opportunities Fund· ALGER FUNDS | Non-compliant | 45 | 96% |
| AFGR | First Trust Multi-Manager Large Growth ETF· First Trust Exchange-Traded Fund VIII | Non-compliant | 76 | 94% |
| AFGZX | Alger Global Equity Fund | Non-compliant | 42 | 95% |
| AFICX | American Funds Fundamental Investors | Non-compliant | 243 | 94% |
| AFIF | Anfield Universal Fixed Income ETF· Horizon Funds | Non-compliant | 326 | 44% |
| AFIFX | American Funds Fundamental Investors | Non-compliant | 243 | 94% |
| AFIX | Allspring Broad Market Core Bond ETF· ALLSPRING EXCHANGE-TRADED FUNDS TRUST | Non-compliant | 588 | 64% |
| AFJAX | Virtus NFJ International Value Fund· Virtus Investment Trust | Non-compliant | 62 | 90% |
| AFJCX | Virtus NFJ International Value Fund· Virtus Investment Trust | Non-compliant | 62 | 90% |
| AFK | VanEck Africa Index ETF· VanEck ETF Trust | Non-compliant | 73 | 67% |
| AFLEX | Anfield Universal Fixed Income Fund· Two Roads Shared Trust | Non-compliant | 311 | 45% |
| AFLG | First Trust Active Factor Large Cap ETF· First Trust Exchange-Traded Fund VIII | Non-compliant | 218 | 98% |
| AFLKX | Anfield Universal Fixed Income Fund· Two Roads Shared Trust | Non-compliant | 311 | 45% |
| AFMBX | American Balanced Fund | Non-compliant | 4,076 | 83% |
| AFMC | First Trust Active Factor Mid Cap ETF· First Trust Exchange-Traded Fund VIII | Non-compliant | 266 | 90% |
| AFMCX | ACUITAS US MICROCAP FUND· FORUM FUNDS II | Non-compliant | 279 | 73% |
| AFMFX | American Mutual Fund | Non-compliant | 146 | 94% |
| AFMMX | YORKTOWN SHORT-TERM BOND FD· American Pension Investors Trust | Non-compliant | 166 | 66% |
| AFNAX | Bahl and Gaynor Income Growth Fund· INVESTMENT MANAGERS SERIES TRUST | Non-compliant | 50 | 93% |
| AFNIX | Bahl and Gaynor Income Growth Fund· INVESTMENT MANAGERS SERIES TRUST | Non-compliant | 50 | 93% |
| AFOCX | Archer Focus Fund· ARCHER INVESTMENT SERIES TRUST | Non-compliant | 50 | 98% |
| AFOIX | ALGER MID CAP FOCUS FUND· ALGER FUNDS | Non-compliant | 54 | 84% |
| AFOS | ARS Focused Opportunities Strategy ETF· EA Series Trust | Non-compliant | 31 | 90% |
30,302 funds · page 7 of 304