30,351 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 |
|---|---|---|---|---|
| IIINX | THRIVENT MULTISECTOR BOND FUND· Thrivent Mutual Funds | Non-compliant | 642 | 25% |
| IILGX | THRIVENT GLOBAL STOCK FUND· Thrivent Mutual Funds | Non-compliant | 1,328 | 75% |
| IIMOX | VOYA MIDCAP OPPORTUNITIES PORTFOLIO· Voya Variable Products Trust | Non-compliant | 77 | 96% |
| IINC | Alki Consolidated Income ETF· Tidal Trust III | Non-compliant | 116 | 49% |
| IINCX | Nomura International Core Equity Fund· IVY FUNDS | Non-compliant | 50 | 85% |
| IIRLX | VOYA RUSSELLTM LARGE CAP INDEX PORTFOLIO· Voya VARIABLE PORTFOLIOS INC | Non-compliant | 206 | 96% |
| IIRMX | Voya RussellTM Mid Cap Index Portfolio· Voya VARIABLE PORTFOLIOS INC | Non-compliant | 840 | 92% |
| IIRSX | Voya RussellTM Small Cap Index Portfolio· Voya VARIABLE PORTFOLIOS INC | Non-compliant | 1,793 | 67% |
| IISBX | Voya Short Duration Bond Fund· Voya Funds Trust | Non-compliant | 659 | 43% |
| IIVAX | Transamerica Small/Mid Cap Value· TRANSAMERICA FUNDS | Non-compliant | 222 | 86% |
| IIVGX | VOYA GROWTH AND INCOME PORTFOLIO· Voya Variable Funds | Non-compliant | 76 | 93% |
| IIVLX | Transamerica Small/Mid Cap Value· TRANSAMERICA FUNDS | Non-compliant | 222 | 86% |
| IIXAX | Catalyst Insider Income Fund· MUTUAL FUND SERIES TRUST | Non-compliant | 24 | 69% |
| IIXCX | Catalyst Insider Income Fund· MUTUAL FUND SERIES TRUST | Non-compliant | 24 | 69% |
| IIXIX | Catalyst Insider Income Fund· MUTUAL FUND SERIES TRUST | Non-compliant | 24 | 69% |
| IJEAX | VY(R) JPMORGAN EMERGING MARKETS EQUITY PORTFOLIO· Voya Investors Trust | Non-compliant | 80 | 87% |
| IJEMX | VY(R) JPMORGAN EMERGING MARKETS EQUITY PORTFOLIO· Voya Investors Trust | Non-compliant | 80 | 87% |
| IJH | iShares Core S&P Mid-Cap ETF· iShares Trust | Non-compliant | 410 | 83% |
| IJJ | iShares S&P Mid-Cap 400 Value ETF· iShares Trust | Non-compliant | 304 | 80% |
| IJK | iShares S&P Mid-Cap 400 Growth ETF· iShares Trust | Non-compliant | 248 | 86% |
| IJMAX | VY(R) JPMORGAN MID CAP VALUE PORTFOLIO· Voya Partners Inc | Non-compliant | 106 | 93% |
| IJMIX | VY(R) JPMORGAN MID CAP VALUE PORTFOLIO· Voya Partners Inc | Non-compliant | 106 | 93% |
| IJMSX | VY(R) JPMORGAN MID CAP VALUE PORTFOLIO· Voya Partners Inc | Non-compliant | 106 | 93% |
| IJPIX | VY(R) JPMORGAN EMERGING MARKETS EQUITY PORTFOLIO· Voya Investors Trust | Non-compliant | 80 | 87% |
| IJPMX | VY(R) JPMORGAN MID CAP VALUE PORTFOLIO· Voya Partners Inc | Non-compliant | 106 | 93% |
| IJPTX | VY(R) JPMORGAN EMERGING MARKETS EQUITY PORTFOLIO· Voya Investors Trust | Non-compliant | 80 | 87% |
| IJR | iShares Core S&P Small-Cap ETF· iShares Trust | Non-compliant | 683 | 81% |
| IJS | iShares S&P Small-Cap 600 Value ETF· iShares Trust | Non-compliant | 476 | 80% |
| IJSAX | VY(R) JPMORGAN SMALL CAP CORE EQUITY PORTFOLIO· Voya Investors Trust | Non-compliant | 722 | 79% |
| IJSIX | VY(R) JPMORGAN SMALL CAP CORE EQUITY PORTFOLIO· Voya Investors Trust | Non-compliant | 722 | 79% |
| IJSSX | VY(R) JPMORGAN SMALL CAP CORE EQUITY PORTFOLIO· Voya Investors Trust | Non-compliant | 722 | 79% |
| IJSTX | VY(R) JPMORGAN SMALL CAP CORE EQUITY PORTFOLIO· Voya Investors Trust | Non-compliant | 722 | 79% |
| IJT | iShares S&P Small-Cap 600 Growth ETF· iShares Trust | Non-compliant | 376 | 82% |
| ILABX | VOYA U.S. BOND INDEX PORTFOLIO· Voya VARIABLE PORTFOLIOS INC | Non-compliant | 4,540 | 85% |
| ILBAX | VOYA U.S. BOND INDEX PORTFOLIO· Voya VARIABLE PORTFOLIOS INC | Non-compliant | 4,540 | 85% |
| ILBPX | VOYA LIMITED MATURITY BOND PORTFOLIO· Voya Investors Trust | Non-compliant | 575 | 47% |
| ILCG | iShares Morningstar Growth ETF· iShares Trust | Non-compliant | 329 | 98% |
| ILCV | iShares Morningstar Value ETF· iShares Trust | Non-compliant | 377 | 96% |
| ILDR | First Trust Innovation Leaders ETF· First Trust Exchange-Traded Fund VIII | Non-compliant | 77 | 95% |
| ILF | iShares Latin America 40 ETF· iShares Trust | Non-compliant | 49 | 63% |
| ILGCX | Columbia Integrated Large Cap Growth Fund· Columbia Funds Series Trust II | Non-compliant | 62 | 96% |
| ILGGX | Columbia Integrated Large Cap Growth Fund· Columbia Funds Series Trust II | Non-compliant | 62 | 96% |
| ILGJX | Columbia Integrated Large Cap Growth Fund· Columbia Funds Series Trust II | Non-compliant | 62 | 96% |
| ILIT | iShares Lithium Miners and Producers ETF· iShares Trust | Non-compliant | 43 | 65% |
| ILLLX | Transamerica Capital Growth· TRANSAMERICA FUNDS | Non-compliant | 28 | 85% |
| ILMBX | VOYA LIMITED MATURITY BOND PORTFOLIO· Voya Investors Trust | Non-compliant | 575 | 47% |
| ILOW | AB International Low Volatility Equity ETF· AB Active ETFs, Inc. | Non-compliant | 166 | 98% |
| ILTB | iShares Core 10+ Year USD Bond ETF· iShares Trust | Non-compliant | 3,850 | 71% |
| ILUAX | VOYA U.S. BOND INDEX PORTFOLIO· Voya VARIABLE PORTFOLIOS INC | Non-compliant | 4,540 | 85% |
| ILVBX | Columbia Integrated Large Cap Value Fund· Columbia Funds Series Trust II | Non-compliant | 74 | 93% |
| ILVFX | Columbia Integrated Large Cap Value Fund· Columbia Funds Series Trust II | Non-compliant | 74 | 93% |
| IMBAX | VOYA LIMITED MATURITY BOND PORTFOLIO· Voya Investors Trust | Non-compliant | 575 | 47% |
| IMCB | iShares Morningstar Mid-Cap ETF· iShares Trust | Non-compliant | 398 | 93% |
| IMCG | iShares Morningstar Mid-Cap Growth ETF· iShares Trust | Non-compliant | 264 | 93% |
| IMCGX | Transamerica Mid Cap Growth· TRANSAMERICA FUNDS | Non-compliant | 38 | 93% |
| IMCV | iShares Morningstar Mid-Cap Value ETF· iShares Trust | Non-compliant | 274 | 94% |
| IMCVX | VOYA MULTI-MANAGER MID CAP VALUE FUND· Voya Equity Trust | Non-compliant | 344 | 90% |
| IMEGX | Nomura Systematic Emerging Markets Equity Fund· IVY FUNDS | Non-compliant | 96 | 93% |
| IMFL | Invesco International Developed Dynamic Multifactor ETF· Invesco Exchange-Traded Self-Indexed Fund Trust | Non-compliant | 874 | 87% |
| IMIDX | Congress Mid Cap Growth Fund· Professionally Managed Portfolios | Non-compliant | 38 | 98% |
| IMLPX | MainGate MLP Fund· MainGate Trust | Non-compliant | 16 | 73% |
| IMNYX | Western Asset Intermediate Maturity New York Municipals Fund· Legg Mason Partners Income Trust | Non-compliant | 96 | 6% |
| IMOM | Alpha Architect International Quantitative Momentum ETF· EA Series Trust | Non-compliant | 51 | 87% |
| IMOPX | VOYA MIDCAP OPPORTUNITIES PORTFOLIO· Voya Variable Products Trust | Non-compliant | 77 | 96% |
| IMORX | VOYA MIDCAP OPPORTUNITIES FUND· Voya Equity Trust | Non-compliant | 83 | 94% |
| IMOWX | VOYA MIDCAP OPPORTUNITIES FUND· Voya Equity Trust | Non-compliant | 83 | 94% |
| IMOZX | VOYA MIDCAP OPPORTUNITIES FUND· Voya Equity Trust | Non-compliant | 83 | 94% |
| IMRFX | Columbia Global Opportunities Fund· Columbia Funds Series Trust II | Non-compliant | 484 | 52% |
| IMSCX | IMS Capital Value Fund· 360 Funds | Non-compliant | 28 | 97% |
| IMSIX | IMS Strategic Income Fund· 360 Funds | Non-compliant | 32 | 56% |
| IMTB | iShares Core 5-10 Year USD Bond ETF· iShares Trust | Non-compliant | 3,450 | 76% |
| IMTM | iShares MSCI Intl Momentum Factor ETF· iShares Trust | Non-compliant | 319 | 94% |
| IMVP | Invesco India ETF· Invesco India Exchange-Traded Fund Trust | Non-compliant | 30 | 97% |
| IMYCX | Voya High Yield Bond Fund· Voya Funds Trust | Non-compliant | 109 | 37% |
| INAAX | Kotak India Equity Fund· FINANCIAL INVESTORS TRUST | Non-compliant | 35 | 100% |
| INCE | Franklin Income Equity Focus ETF· Franklin Templeton ETF Trust | Non-compliant | 96 | 69% |
| INCLX | Transamerica High Yield Bond· TRANSAMERICA FUNDS | Non-compliant | 248 | 22% |
| INCO | Columbia India Consumer ETF· Columbia ETF Trust II | Non-compliant | 31 | 100% |
| IND | Xtrackers Nifty 500 India ETF· DBX ETF Trust | Non-compliant | 504 | 93% |
| INDA | iShares MSCI India ETF· iShares Trust | Non-compliant | 171 | 96% |
| INDAX | Kotak India Equity Fund· FINANCIAL INVESTORS TRUST | Non-compliant | 35 | 100% |
| INDCX | Victory Pioneer Disciplined Growth Fund· Victory Portfolios IV | Non-compliant | 48 | 100% |
| INDE | Matthews India Active ETF· Matthews International Funds | Non-compliant | 69 | 98% |
| INDF | Range India Financials ETF· EXCHANGE TRADED CONCEPTS TRUST | Non-compliant | 20 | 95% |
| INDH | WisdomTree India Hedged Equity Fund· WisdomTree Trust | Non-compliant | 81 | 95% |
| INDIX | Kotak India Equity Fund· FINANCIAL INVESTORS TRUST | Non-compliant | 35 | 100% |
| INDQ | Pacer ActiveAlpha India Quality ETF· Pacer Funds Trust | Non-compliant | 29 | 96% |
| INDS | Pacer Industrial Real Estate ETF· Pacer Funds Trust | Non-compliant | 32 | 80% |
| INDSX | Kotak India Equity Fund· FINANCIAL INVESTORS TRUST | Non-compliant | 35 | 100% |
| INDY | iShares India 50 ETF· iShares Trust | Non-compliant | 53 | 93% |
| INDZ | VanEck India Select ETF· VanEck Funds | Non-compliant | 70 | 96% |
| INDZX | Columbia Intrinsic Value Fund· Columbia Funds Series Trust II | Non-compliant | 58 | 97% |
| INEAX | Columbia High Yield Bond Fund· Columbia Funds Series Trust II | Non-compliant | 490 | 21% |
| INEQ | Columbia International Equity Income ETF· Columbia ETF Trust I | Non-compliant | 101 | 94% |
| INFCX | Kotak India Equity Fund· FINANCIAL INVESTORS TRUST | Non-compliant | 35 | 100% |
| INFL | Horizon Kinetics Inflation Beneficiaries ETF· Listed Funds Trust | Non-compliant | 49 | 81% |
| INFO | Harbor PanAgora Dynamic Large Cap Core ETF· Harbor ETF Trust | Non-compliant | 146 | 99% |
| INGBX | Voya Global Bond Fund· Voya Mutual Funds | Non-compliant | 1,107 | 39% |
| INGIX | VOYA U.S. STOCK INDEX PORTFOLIO· Voya Investors Trust | Non-compliant | 519 | 96% |
| INISX | Federated Hermes Intermediate Corporate Bond Fund· Federated Hermes Income Securities Trust | Non-compliant | 553 | 66% |
30,351 funds · page 83 of 304