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 |
|---|---|---|---|---|
| AFOYX | Ariel Focus Fund· Ariel Investment Trust | Non-compliant | 30 | 84% |
| AFOZX | ALGER MID CAP FOCUS FUND· ALGER FUNDS | Non-compliant | 54 | 84% |
| AFPAX | DSS AmericaFirst Income Fund· DSS AMERICAFIRST FUNDS | Non-compliant | 32 | 73% |
| AFPBX | American Funds Core Plus Bond Fund | Non-compliant | 659 | 49% |
| AFPDX | American Funds Core Plus Bond Fund | Non-compliant | 659 | 49% |
| AFPEX | American Funds Core Plus Bond Fund | Non-compliant | 659 | 49% |
| AFPFX | American Funds Core Plus Bond Fund | Non-compliant | 659 | 49% |
| AFPGX | American Funds Core Plus Bond Fund | Non-compliant | 659 | 49% |
| AFPHX | American Funds Core Plus Bond Fund | Non-compliant | 659 | 49% |
| AFPIX | DSS AmericaFirst Income Fund· DSS AMERICAFIRST FUNDS | Non-compliant | 32 | 73% |
| AFPLX | American Funds Core Plus Bond Fund | Non-compliant | 659 | 49% |
| AFPMX | American Funds Core Plus Bond Fund | Non-compliant | 659 | 49% |
| AFPNX | American Funds Core Plus Bond Fund | Non-compliant | 659 | 49% |
| AFPOX | American Funds Core Plus Bond Fund | Non-compliant | 659 | 49% |
| AFPPX | American Funds Core Plus Bond Fund | Non-compliant | 659 | 49% |
| AFPQX | American Funds Core Plus Bond Fund | Non-compliant | 659 | 49% |
| AFPRX | American Funds Core Plus Bond Fund | Non-compliant | 659 | 49% |
| AFPSX | American Funds Core Plus Bond Fund | Non-compliant | 659 | 49% |
| AFPUX | DSS AmericaFirst Income Fund· DSS AMERICAFIRST FUNDS | Non-compliant | 32 | 73% |
| AFSM | First Trust Active Factor Small Cap ETF· First Trust Exchange-Traded Fund VIII | Non-compliant | 334 | 84% |
| AFTEX | Tax Exempt Bond Fund of America | Non-compliant | 5,424 | 6% |
| AFTFX | Tax Exempt Bond Fund of America | Non-compliant | 5,424 | 6% |
| AFVLX | Applied Finance Select Fund· World Funds Trust | Non-compliant | 52 | 67% |
| AFVZX | Applied Finance Select Fund· World Funds Trust | Non-compliant | 52 | 67% |
| AFYCX | Bahl and Gaynor Income Growth Fund· INVESTMENT MANAGERS SERIES TRUST | Non-compliant | 50 | 93% |
| AFYDX | Large Cap Equity Fund· American Century Mutual Funds, Inc. | Non-compliant | 119 | 95% |
| AGASX | Virtus Global Allocation Fund· Virtus Strategy Trust | Non-compliant | 312 | 19% |
| AGBAX | Global Bond Fund· American Century International Bond Funds | Non-compliant | 573 | 36% |
| AGBDX | Global Bond Fund· American Century International Bond Funds | Non-compliant | 573 | 36% |
| AGBGX | Global Bond Fund· American Century International Bond Funds | Non-compliant | 573 | 36% |
| AGBHX | Global Bond Fund· American Century International Bond Funds | Non-compliant | 573 | 36% |
| AGBNX | Global Bond Fund· American Century International Bond Funds | Non-compliant | 573 | 36% |
| AGBRX | Global Bond Fund· American Century International Bond Funds | Non-compliant | 573 | 36% |
| AGBTX | Global Bond Fund· American Century International Bond Funds | Non-compliant | 573 | 36% |
| AGBVX | Global Bond Fund· American Century International Bond Funds | Non-compliant | 573 | 36% |
| AGBWX | Global Bond Fund· American Century International Bond Funds | Non-compliant | 573 | 36% |
| AGCHX | Global Small Cap Fund· American Century World Mutual Funds, Inc. | Non-compliant | 144 | 86% |
| AGCLX | Global Small Cap Fund· American Century World Mutual Funds, Inc. | Non-compliant | 144 | 86% |
| AGCSX | Global Small Cap Fund· American Century World Mutual Funds, Inc. | Non-compliant | 144 | 86% |
| AGCTX | Global Small Cap Fund· American Century World Mutual Funds, Inc. | Non-compliant | 144 | 86% |
| AGCVX | Global Small Cap Fund· American Century World Mutual Funds, Inc. | Non-compliant | 144 | 86% |
| AGCWX | Global Small Cap Fund· American Century World Mutual Funds, Inc. | Non-compliant | 144 | 86% |
| AGD | abrdn Global Dynamic Dividend Fund | Non-compliant | 88 | 97% |
| AGDAX | AB HIGH INCOME FUND INC | Non-compliant | 1,084 | 25% |
| AGDCX | AB HIGH INCOME FUND INC | Non-compliant | 1,084 | 25% |
| AGDIX | AB HIGH INCOME FUND INC | Non-compliant | 1,084 | 24% |
| AGDYX | AB HIGH INCOME FUND INC | Non-compliant | 1,084 | 24% |
| AGDZX | AB HIGH INCOME FUND INC | Non-compliant | 1,084 | 24% |
| AGECX | American Beacon Developing World Income Fund· AMERICAN BEACON FUNDS | Non-compliant | 516 | 6% |
| AGEIX | American Beacon Developing World Income Fund· AMERICAN BEACON FUNDS | Non-compliant | 516 | 6% |
| AGEPX | American Beacon Developing World Income Fund· AMERICAN BEACON FUNDS | Non-compliant | 516 | 6% |
| AGEYX | American Beacon Developing World Income Fund· AMERICAN BEACON FUNDS | Non-compliant | 516 | 6% |
| AGFCX | ALGER RESPONSIBLE INVESTING FUND· ALGER FUNDS II | Non-compliant | 68 | 98% |
| AGFGX | Focused Global Growth Fund· American Century World Mutual Funds, Inc. | Non-compliant | 40 | 100% |
| AGFIX | AB Growth Fund· AB PORTFOLIOS | Non-compliant | 61 | 93% |
| AGG | iShares Core U.S. Aggregate Bond ETF· iShares Trust | Non-compliant | 13,269 | 85% |
| AGGDX | Focused Global Growth Fund· American Century World Mutual Funds, Inc. | Non-compliant | 40 | 100% |
| AGGIX | Focused Global Growth Fund· American Century World Mutual Funds, Inc. | Non-compliant | 40 | 100% |
| AGGM | iShares Government/Credit Bond ETF· iShares Trust | Non-compliant | 3,129 | 83% |
| AGGRX | Focused Global Growth Fund· American Century World Mutual Funds, Inc. | Non-compliant | 40 | 100% |
| AGGS | Harbor Disciplined Bond ETF· Harbor ETF Trust | Non-compliant | 286 | 56% |
| AGGY | WisdomTree Yield Enhanced U.S. Aggregate Bond Fund· WisdomTree Trust | Non-compliant | 2,147 | 68% |
| AGIFX | ALGER RESPONSIBLE INVESTING FUND· ALGER FUNDS II | Non-compliant | 68 | 98% |
| AGIQ | Sofi Agentic AI ETF· Tidal Trust I | Non-compliant | 26 | 97% |
| AGIRX | ALGER MID CAP GROWTH INSTITUTIONAL FUND· ALGER INSTITUTIONAL FUNDS | Non-compliant | 72 | 90% |
| AGIVX | Invesco Income Fund· AIM Investment Securities Funds (Invesco Investment Securities Funds) | Non-compliant | 204 | 31% |
| AGIX | KraneShares Artificial Intelligence and Technology Public and Private ETF· Krane Shares Trust | Non-compliant | 62 | 90% |
| AGIZX | ALGER GROWTH & INCOME FUND· ALGER FUNDS | Non-compliant | 83 | 95% |
| AGLCX | Focused Global Growth Fund· American Century World Mutual Funds, Inc. | Non-compliant | 40 | 100% |
| AGLOX | Ariel Global Fund· Ariel Investment Trust | Non-compliant | 70 | 90% |
| AGLYX | Ariel Global Fund· Ariel Investment Trust | Non-compliant | 70 | 90% |
| AGMHX | Ginnie Mae Fund· American Century Government Income Trust | Non-compliant | 136 | 90% |
| AGMNX | Ginnie Mae Fund· American Century Government Income Trust | Non-compliant | 136 | 90% |
| AGMWX | Ginnie Mae Fund· American Century Government Income Trust | Non-compliant | 136 | 90% |
| AGNG | Global X Aging Population ETF· GLOBAL X FUNDS | Non-compliant | 84 | 98% |
| AGOCX | PGIM Jennison Global Equity Income Fund· Prudential Investment Portfolios, Inc. 10 | Non-compliant | 48 | 91% |
| AGOIX | Invesco Income Fund· AIM Investment Securities Funds (Invesco Investment Securities Funds) | Non-compliant | 204 | 31% |
| AGORX | Focused Global Growth Fund· American Century World Mutual Funds, Inc. | Non-compliant | 40 | 100% |
| AGOVX | Invesco Income Fund· AIM Investment Securities Funds (Invesco Investment Securities Funds) | Non-compliant | 204 | 31% |
| AGOZX | ALGER SMALL CAP FOCUS FUND· ALGER FUNDS | Non-compliant | 53 | 82% |
| AGQI | First Trust Active Global Quality Income ETF· First Trust Exchange-Traded Fund VIII | Non-compliant | 33 | 98% |
| AGRCX | AB Growth Fund· AB PORTFOLIOS | Non-compliant | 61 | 93% |
| AGRDX | Growth Fund· American Century Mutual Funds, Inc. | Non-compliant | 100 | 96% |
| AGREX | Invesco Global Real Estate Fund· AIM Investment Securities Funds (Invesco Investment Securities Funds) | Non-compliant | 76 | 83% |
| AGRFX | AB Growth Fund· AB PORTFOLIOS | Non-compliant | 61 | 93% |
| AGRW | Allspring LT Large Growth ETF· ALLSPRING EXCHANGE-TRADED FUNDS TRUST | Non-compliant | 48 | 99% |
| AGRYX | AB Growth Fund· AB PORTFOLIOS | Non-compliant | 61 | 93% |
| AGSCX | ALGER SMALL CAP GROWTH FUND· ALGER FUNDS | Non-compliant | 113 | 78% |
| AGTHX | Growth Fund of America | Non-compliant | 335 | 92% |
| AGTIX | AB SUSTAINABLE GLOBAL THEMATIC FUND, INC. | Non-compliant | 96 | 93% |
| AGUAX | American Beacon Developing World Income Fund· AMERICAN BEACON FUNDS | Non-compliant | 516 | 6% |
| AGVCX | Invesco Income Fund· AIM Investment Securities Funds (Invesco Investment Securities Funds) | Non-compliant | 204 | 31% |
| AGVDX | American Funds Global Insight Fund | Non-compliant | 189 | 93% |
| AGVEX | American Funds Global Insight Fund | Non-compliant | 189 | 93% |
| AGVFX | American Funds Global Insight Fund | Non-compliant | 189 | 93% |
| AGVGX | American Funds Global Insight Fund | Non-compliant | 189 | 93% |
| AGVHX | American Funds Global Insight Fund | Non-compliant | 189 | 93% |
| AGVRX | Invesco Income Fund· AIM Investment Securities Funds (Invesco Investment Securities Funds) | Non-compliant | 204 | 31% |
| AGVTX | American Funds Global Insight Fund | Non-compliant | 189 | 93% |
| AGVYX | Invesco Income Fund· AIM Investment Securities Funds (Invesco Investment Securities Funds) | Non-compliant | 204 | 31% |
30,302 funds · page 8 of 304