30,249 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 |
|---|---|---|---|---|
| GSVSX | Goldman Sachs Large Cap Value Fund· Goldman Sachs Trust | Non-compliant | 61 | 95% |
| GSVTX | Goldman Sachs Large Cap Value Fund· Goldman Sachs Trust | Non-compliant | 61 | 95% |
| GSVUX | Goldman Sachs Large Cap Value Fund· Goldman Sachs Trust | Non-compliant | 61 | 95% |
| GSWPX | Goldman Sachs Small/Mid Cap Growth Fund· Goldman Sachs Trust | Non-compliant | 104 | 89% |
| GSXAX | abrdn U.S. Small Cap Equity Fund· abrdn Funds | Non-compliant | 59 | 89% |
| GSXCX | abrdn U.S. Small Cap Equity Fund· abrdn Funds | Non-compliant | 59 | 89% |
| GSXIX | abrdn U.S. Small Cap Equity Fund· abrdn Funds | Non-compliant | 59 | 89% |
| GSXPX | Goldman Sachs Small Cap Value Insights Fund· Goldman Sachs Trust | Non-compliant | 505 | 80% |
| GSY | Invesco Ultra Short Duration ETF· Invesco Actively Managed Exchange-Traded Fund Trust | Non-compliant | 411 | 45% |
| GSYPX | Goldman Sachs Small Cap Value Fund· Goldman Sachs Trust | Non-compliant | 168 | 83% |
| GSZPX | Goldman Sachs Small Cap Growth Insights Fund· Goldman Sachs Trust | Non-compliant | 454 | 80% |
| GTCAX | Gabelli Global Content & Connectivity Fund· GAMCO Global Series Funds, Inc | Non-compliant | 62 | 84% |
| GTCCX | Gabelli Global Content & Connectivity Fund· GAMCO Global Series Funds, Inc | Non-compliant | 62 | 84% |
| GTCEX | Strategic Equity Portfolio· GLENMEDE FUND INC | Non-compliant | 38 | 98% |
| GTCIX | Disciplined International Equity Portfolio· GLENMEDE FUND INC | Non-compliant | 103 | 94% |
| GTCLX | Disciplined International Equity Portfolio· GLENMEDE FUND INC | Non-compliant | 103 | 94% |
| GTCRX | GuidePath Tactical Allocation Fund· GPS Funds II | Non-compliant | 33 | 65% |
| GTCSX | Small Cap Equity Portfolio· GLENMEDE FUND INC | Non-compliant | 87 | 79% |
| GTDCX | Invesco Emerging Markets ex-China Fund· AIM Investment Funds (Invesco Investment Funds) | Non-compliant | 61 | 84% |
| GTDDX | Invesco Emerging Markets ex-China Fund· AIM Investment Funds (Invesco Investment Funds) | Non-compliant | 61 | 84% |
| GTDFX | Invesco Emerging Markets ex-China Fund· AIM Investment Funds (Invesco Investment Funds) | Non-compliant | 61 | 84% |
| GTDIX | Invesco Emerging Markets ex-China Fund· AIM Investment Funds (Invesco Investment Funds) | Non-compliant | 61 | 84% |
| GTDYX | Invesco Emerging Markets ex-China Fund· AIM Investment Funds (Invesco Investment Funds) | Non-compliant | 61 | 84% |
| GTECX | Gateway Fund· Gateway Trust | Non-compliant | 226 | 96% |
| GTEK | Goldman Sachs Future Tech Leaders Equity ETF· Goldman Sachs ETF Trust | Non-compliant | 63 | 85% |
| GTENX | Gateway Fund· Gateway Trust | Non-compliant | 226 | 96% |
| GTEYX | Gateway Fund· Gateway Trust | Non-compliant | 226 | 96% |
| GTFPX | Goldman Sachs International Equity ESG Fund· Goldman Sachs Trust | Non-compliant | 42 | 96% |
| GTHCX | Invesco Health Care Fund· AIM Investment Funds (Invesco Investment Funds) | Non-compliant | 82 | 86% |
| GTHIX | Invesco Health Care Fund· AIM Investment Funds (Invesco Investment Funds) | Non-compliant | 82 | 86% |
| GTHRX | Invesco Health Care Fund· AIM Investment Funds (Invesco Investment Funds) | Non-compliant | 82 | 86% |
| GTILX | Disciplined U.S. Growth Equity Portfolio· GLENMEDE FUND INC | Non-compliant | 61 | 98% |
| GTIP | Goldman Sachs Access Inflation Protected USD Bond ETF· Goldman Sachs ETF Trust | Non-compliant | 38 | 100% |
| GTIRX | Goldman Sachs Investment Grade Credit Fund· GOLDMAN SACHS TRUST | Non-compliant | 519 | 57% |
| GTIUX | Goldman Sachs Investment Grade Credit Fund· GOLDMAN SACHS TRUST | Non-compliant | 519 | 57% |
| GTLIX | Disciplined U.S. Equity Portfolio· GLENMEDE FUND INC | Non-compliant | 104 | 96% |
| GTLLX | Disciplined U.S. Growth Equity Portfolio· GLENMEDE FUND INC | Non-compliant | 61 | 98% |
| GTLOX | Disciplined U.S. Equity Portfolio· GLENMEDE FUND INC | Non-compliant | 104 | 96% |
| GTMIX | GMO International Opportunistic Value Fund· GMO TRUST | Non-compliant | 174 | 96% |
| GTMRX | Goldman Sachs Small/Mid Cap Growth Fund· Goldman Sachs Trust | Non-compliant | 104 | 89% |
| GTMTX | Goldman Sachs Small/Mid Cap Growth Fund· Goldman Sachs Trust | Non-compliant | 104 | 89% |
| GTMUX | Goldman Sachs Small/Mid Cap Growth Fund· Goldman Sachs Trust | Non-compliant | 104 | 89% |
| GTO | Invesco Total Return Bond ETF· Invesco Actively Managed Exchange-Traded Fund Trust | Non-compliant | 1,799 | 42% |
| GTOH | Invesco Short Duration High Yield ETF· Invesco Actively Managed Exchange-Traded Fund Trust | Non-compliant | 191 | 26% |
| GTOQ | Invesco High Yield Systematic Bond ETF· Invesco Actively Managed Exchange-Traded Fund Trust | Non-compliant | 478 | 25% |
| GTOS | Invesco Short Duration Total Return Bond ETF· Invesco Actively Managed Exchange-Traded Fund Trust | Non-compliant | 693 | 29% |
| GTPE | Goldman Sachs MSCI World Private Equity Return Tracker ETF· Goldman Sachs ETF Trust | Non-compliant | 1,371 | 72% |
| GTR | WisdomTree Target Range Fund· WisdomTree Trust | Non-compliant | 18 | 72% |
| GTRCX | Nationwide Fund· Nationwide Mutual Funds | Non-compliant | 54 | 100% |
| GTSAX | Invesco Small Cap Growth Fund· AIM Growth Series (Invesco Growth Series) | Non-compliant | 103 | 80% |
| GTSCX | Small Cap Equity Portfolio· GLENMEDE FUND INC | Non-compliant | 87 | 79% |
| GTSDX | Invesco Small Cap Growth Fund· AIM Growth Series (Invesco Growth Series) | Non-compliant | 103 | 80% |
| GTSFX | Invesco Small Cap Growth Fund· AIM Growth Series (Invesco Growth Series) | Non-compliant | 103 | 80% |
| GTSGX | Madison Mid Cap Fund· MADISON FUNDS | Non-compliant | 38 | 92% |
| GTSIX | Invesco Small Cap Growth Fund· AIM Growth Series (Invesco Growth Series) | Non-compliant | 103 | 80% |
| GTSRX | Invesco Small Cap Growth Fund· AIM Growth Series (Invesco Growth Series) | Non-compliant | 103 | 80% |
| GTSVX | Invesco Small Cap Growth Fund· AIM Growth Series (Invesco Growth Series) | Non-compliant | 103 | 80% |
| GTSYX | Invesco Small Cap Growth Fund· AIM Growth Series (Invesco Growth Series) | Non-compliant | 103 | 80% |
| GTTIX | Gabelli Global Content & Connectivity Fund· GAMCO Global Series Funds, Inc | Non-compliant | 62 | 84% |
| GTTRX | Goldman Sachs Small Cap Value Insights Fund· Goldman Sachs Trust | Non-compliant | 505 | 80% |
| GTTTX | Goldman Sachs Small Cap Value Insights Fund· Goldman Sachs Trust | Non-compliant | 505 | 80% |
| GTTUX | Goldman Sachs Small Cap Value Insights Fund· Goldman Sachs Trust | Non-compliant | 505 | 80% |
| GUBGX | Victory RS International Fund· Victory Portfolios | Non-compliant | 83 | 88% |
| GUGAX | GMO Multi-Sector Fixed Income Fund· GMO TRUST | Non-compliant | 399 | 44% |
| GUHYX | Victory High Yield Fund· Victory Portfolios | Non-compliant | 414 | 23% |
| GUNR | FlexShares Morningstar Global Upstream Natural Resources Index Fund· FlexShares Trust | Non-compliant | 194 | 94% |
| GURU | Global X Guru Index ETF· GLOBAL X FUNDS | Non-compliant | 88 | 87% |
| GUSA | Goldman Sachs MarketBeta U.S. 1000 Equity ETF· Goldman Sachs ETF Trust II | Non-compliant | 1,013 | 97% |
| GUSE | Goldman Sachs Enhanced U.S. Equity ETF· Goldman Sachs ETF Trust | Non-compliant | 122 | 98% |
| GUSH | Direxion Daily S&P Oil & Gas Exp. & Prod. Bull 2X Shares· Direxion Shares ETF Trust | Non-compliant | 60 | 54% |
| GUSOX | GMO U.S. Opportunistic Value Fund· GMO TRUST | Non-compliant | 166 | 94% |
| GUSTX | GMO U.S. Treasury Fund· GMO TRUST | Non-compliant | 22 | 76% |
| GUSYX | GRANDEUR PEAK US STALWARTS FUND· Grandeur Peak Global Trust | Non-compliant | 48 | 100% |
| GUT | Gabelli Utility Trust | Non-compliant | 185 | 92% |
| GUT-PC | Gabelli Utility Trust | Non-compliant | 185 | 92% |
| GUXPX | The Gabelli Utilities Fund· Gabelli Utilities Fund | Non-compliant | 212 | 93% |
| GVAL | Cambria Global Value ETF· Cambria ETF Trust | Non-compliant | 114 | 72% |
| GVALX | Gotham Large Value Fund· FundVantage Trust | Non-compliant | 275 | 98% |
| GVCAX | The Gabelli Value 25 Fund Inc.· Gabelli Value 25 Fund Inc | Non-compliant | 86 | 93% |
| GVCCX | The Gabelli Value 25 Fund Inc.· Gabelli Value 25 Fund Inc | Non-compliant | 86 | 92% |
| GVCIX | The Gabelli Value 25 Fund Inc.· Gabelli Value 25 Fund Inc | Non-compliant | 86 | 92% |
| GVEQX | GOVERNMENT STREET EQUITY FUND· Williamsburg Investment Trust | Non-compliant | 79 | 89% |
| GVEYX | VALUE EQUITY FUND· GuideStone Funds | Non-compliant | 161 | 90% |
| GVEZX | VALUE EQUITY FUND· GuideStone Funds | Non-compliant | 161 | 90% |
| GVI | iShares Intermediate Government/Credit Bond ETF· iShares Trust | Non-compliant | 6,179 | 85% |
| GVIP | Goldman Sachs Hedge Industry VIP ETF· Goldman Sachs ETF Trust | Non-compliant | 51 | 90% |
| GVIRX | Goldman Sachs U.S. Equity Dividend and Premium Fund· GOLDMAN SACHS TRUST | Non-compliant | 189 | 97% |
| GVIYX | Value Equity Index Fund· GuideStone Funds | Non-compliant | 749 | 89% |
| GVIZX | Value Equity Index Fund· GuideStone Funds | Non-compliant | 749 | 89% |
| GVLE | Goldman Sachs Value Opportunities ETF· Goldman Sachs ETF Trust | Non-compliant | 33 | 94% |
| GVLU | Gotham 1000 Value ETF· Tidal Trust I | Non-compliant | 487 | 75% |
| GVMCX | GOVERNMENT STREET OPPORTUNITIES FUND· Williamsburg Investment Trust | Non-compliant | 87 | 80% |
| GVTFX | U.S. Government Securities Fund· AMERICAN FUNDS INCOME SERIES | Non-compliant | 1,526 | 92% |
| GVUS | Goldman Sachs MarketBeta(R) Russell 1000 Value Equity ETF· Goldman Sachs ETF Trust | Non-compliant | 856 | 94% |
| GWEIX | AMG GW&K Small Cap Core Fund· AMG Funds | Non-compliant | 94 | 83% |
| GWETX | AMG GW&K Small Cap Core Fund· AMG Funds | Non-compliant | 94 | 83% |
| GWEZX | AMG GW&K Small Cap Core Fund· AMG Funds | Non-compliant | 94 | 83% |
| GWGIX | AMG GW&K Small/Mid Cap Core Fund· AMG Funds | Non-compliant | 92 | 93% |
| GWGVX | AMG GW&K Small/Mid Cap Core Fund· AMG Funds | Non-compliant | 92 | 93% |
| GWGZX | AMG GW&K Small/Mid Cap Core Fund· AMG Funds | Non-compliant | 92 | 93% |
30,249 funds · page 72 of 303