CPZETF / FundCalamos Long/Short Equity & Dynamic Income Trust
Verdicts genuinely change. Free email alert the moment CPZ's does — no target price to set, unlike a price alert.
Whether this fund clears the published standards, and the filings behind that answer. The screen runs first and nothing on the trading side can override it.
Structure, momentum, positioning and levels. Separate from the Sharia verdict above, which this side never overrides.
Calamos Long/Short Equity & Dynamic Income Trust
786 holdings · as of 2026-07-31 (3.3 months ago) The fund may have traded since. SEC Form N-PORT is filed quarterly and lags the period it covers, so these are the most recent holdings on file, not the fund’s holdings today.
This fund holds short positions, so exposure is counted gross — long and short both count as exposure rather than netting off, and the weights below therefore sum to 188% of net assets rather than 100%. Shares of the portfolio are shown as shares of that gross exposure.
UNVERIFIED 27% of this fund's gross exposure is short across 111 positions. Our look-through asks what a fund owns and whether owning it is permissible; a short position is not ownership but an obligation to deliver something the fund does not hold, so a verdict computed as though this were a long-only portfolio would not describe it. The holdings are listed below, with the short positions marked.
786 holdings, 326 matched (60% of weight). Portfolio as of 2026-07-31, filed 2026-09-29. Source: SEC Form N-PORT.
1.79% of this portfolio’s income is non-permissible — weighted across holdings, computed over 44% of portfolio weight (269 of 786 holdings). The common approach purifies that proportion of income received — dividends — not of the position’s value. We report the ratio; what to do with it is a question for your own scholar.
Portfolio shares are withheld: coverage is below the floor needed to state one. The holdings themselves are below, because the names are evidence you can check.
All holdings (786) · showing 251–500
| Holding | Status | Weight | Every methodology, and the debt ratio behind it |
|---|---|---|---|
| TRANSCANADA PIPELINES | UNSCREENED | 0.09% | no in-house ratios for this holding |
| EMERA US FINANCE LLC | UNSCREENED | 0.09% | no in-house ratios for this holding |
| MEDLINE BORROWER LP | UNSCREENED | 0.09% | no in-house ratios for this holding |
| FTAI FTAI Aviation Ltd | COMPLIANT | 0.09% | AAOIFI17.1% Usmani76.9% Dow Jones Islamic19.5% S&P Shariah24.8% MSCI Islamic76.9% MSCI Islamic M-Series24.8% FTSE Shariah76.9% |
| NEXTERA ENERGY CAPITAL | UNSCREENED | 0.09% | no in-house ratios for this holding |
| WBI OPERATING LLC | UNSCREENED | 0.09% | no in-house ratios for this holding |
| TRANSOCEAN INTERNTNL LTD | UNSCREENED | 0.09% | no in-house ratios for this holding |
| BERKLEY (WR) CORPORATION | UNSCREENED | 0.09% | no in-house ratios for this holding |
| CRBG COREBRIDGE FINANCIAL INC | NON_COMPLIANT | 0.09% | AAOIFI8.3% Usmani0.3% Dow Jones Islamic8.0% S&P Shariah8.2% MSCI Islamic0.3% MSCI Islamic M-Series8.2% FTSE Shariah0.3% |
| BALDWIN INSUR GRP/FIN | UNSCREENED | 0.09% | no in-house ratios for this holding |
| VOD.L VODAFONE GROUP PLC | NON_COMPLIANT | 0.09% | AAOIFIfail Usmanifail Dow Jones Islamicfail S&P Shariahfail MSCI Islamicfail MSCI Islamic M-Seriesfail FTSE Shariahfail |
| VZ VERIZON COMMUNICATIONS | NON_COMPLIANT | 0.09% | AAOIFI98.4% Usmani45.9% Dow Jones Islamic109.0% S&P Shariah116.8% MSCI Islamic45.9% MSCI Islamic M-Series116.8% FTSE Shariah40.3% |
| RR DONNELLEY & SONS CO | UNSCREENED | 0.09% | no in-house ratios for this holding |
| Options Clearing Corp. | UNSCREENED | 0.09% | no in-house ratios for this holding |
| SUMMIT MIDSTREAM HOLDING | UNSCREENED | 0.09% | no in-house ratios for this holding |
| BHC.TO Bausch Health Companies Inc | NON_COMPLIANT | 0.09% | AAOIFI979.7% Usmani83.7% Dow Jones Islamic625.0% S&P Shariah598.1% MSCI Islamic83.7% MSCI Islamic M-Series598.1% FTSE Shariah83.7% |
| GLOBAL NET LEASE INC | UNSCREENED | 0.09% | no in-house ratios for this holding |
| Star Parent Inc | UNSCREENED | 0.09% | no in-house ratios for this holding |
| RBLX ROBLOX Corp | COMPLIANT | 0.09% | AAOIFI5.7% Usmani18.8% Dow Jones Islamic3.5% S&P Shariah4.2% MSCI Islamic18.8% MSCI Islamic M-Series4.2% FTSE Shariah10.4% |
| 1261229 BC LTD | UNSCREENED | 0.09% | no in-house ratios for this holding |
| NBR NABORS INDUSTRIES INC | NON_COMPLIANT | 0.09% | AAOIFI154.2% Usmani48.2% Dow Jones Islamic251.0% S&P Shariah247.4% MSCI Islamic48.2% MSCI Islamic M-Series247.4% FTSE Shariah48.0% |
| BROOKFIELD RENEWABLE PAR | UNSCREENED | 0.09% | no in-house ratios for this holding |
| TTMI TTM TECHNOLOGIES INC | COMPLIANT | 0.08% | AAOIFI8.2% Usmani25.0% Dow Jones Islamic15.5% S&P Shariah20.8% MSCI Islamic24.6% MSCI Islamic M-Series20.8% FTSE Shariah22.0% |
| TFC TRUIST FINANCIAL CORP | NON_COMPLIANT | 0.08% | AAOIFI110.7% Usmani12.6% Dow Jones Islamic124.2% S&P Shariah135.1% MSCI Islamic12.6% MSCI Islamic M-Series135.1% FTSE Shariah12.6% |
| COBANK ACB | UNSCREENED | 0.08% | no in-house ratios for this holding |
| HBAN HUNTINGTON BANCSHARES | NON_COMPLIANT | 0.08% | AAOIFI68.2% Usmani8.2% Dow Jones Islamic90.2% S&P Shariah102.6% MSCI Islamic8.2% MSCI Islamic M-Series102.6% FTSE Shariah8.2% |
| VSNT Versant Media Group Inc | NON_COMPLIANT | 0.08% | AAOIFI58.2% Usmani23.2% Dow Jones Islamicfail S&P Shariahfail MSCI Islamic23.2% MSCI Islamic M-Seriesfail FTSE Shariah23.2% |
| EMRLD Borrower LP | UNSCREENED | 0.08% | no in-house ratios for this holding |
| TMUS T-MOBILE USA INC | NON_COMPLIANT | 0.08% | AAOIFI18.0% Usmani17.5% Dow Jones Islamic14.6% S&P Shariah15.9% MSCI Islamic16.5% MSCI Islamic M-Series15.9% FTSE Shariah2.9% |
| NTRS NORTHERN TRUST CORP | NON_COMPLIANT | 0.08% | AAOIFI12.6% Usmani2.1% Dow Jones Islamic15.2% S&P Shariah17.3% MSCI Islamic2.1% MSCI Islamic M-Series17.3% FTSE Shariah2.1% |
| REINSURANCE GRP OF AMER | UNSCREENED | 0.08% | no in-house ratios for this holding |
| RENAISSANCERE HOLDINGS L | UNSCREENED | 0.08% | no in-house ratios for this holding |
| DLX DELUXE CORP | NON_COMPLIANT | 0.08% | AAOIFI125.5% Usmani57.5% Dow Jones Islamic155.1% S&P Shariah163.4% MSCI Islamic54.6% MSCI Islamic M-Series163.4% FTSE Shariah52.8% |
| CFR CULLEN/FROST BANKERS INC | NON_COMPLIANT | 0.08% | AAOIFI0.0% Usmani0.0% Dow Jones Islamic0.0% S&P Shariah0.0% MSCI Islamic0.0% MSCI Islamic M-Series0.0% FTSE Shariah0.0% |
| FORD MOTOR CREDIT CO LLC | UNSCREENED | 0.08% | no in-house ratios for this holding |
| PROVIDENT FDG/PFG FIN | UNSCREENED | 0.08% | no in-house ratios for this holding |
| BFH BREAD FINANCIAL HLDGS | NON_COMPLIANT | 0.08% | AAOIFI101.5% Usmani19.3% Dow Jones Islamic143.0% S&P Shariah165.3% MSCI Islamic19.3% MSCI Islamic M-Series165.3% FTSE Shariah19.3% |
| Options Clearing Corp. | UNSCREENED | 0.08% | no in-house ratios for this holding |
| ALL ALLSTATE CORP | NON_COMPLIANT | 0.08% | AAOIFI11.4% Usmani6.0% Dow Jones Islamic14.1% S&P Shariah15.6% MSCI Islamic6.0% MSCI Islamic M-Series15.6% FTSE Shariah6.0% |
| VIAV VIAVI SOLUTIONS INC | COMPLIANT | 0.08% | AAOIFI11.3% Usmani41.5% Dow Jones Islamic24.0% S&P Shariah29.9% MSCI Islamic41.5% MSCI Islamic M-Series29.9% FTSE Shariah40.0% |
| PARAMOUNT GLOBAL | UNSCREENED | 0.08% | no in-house ratios for this holding |
| SNEX STONEX GROUP INC | NON_COMPLIANT | 0.08% | AAOIFI21.7% Usmani3.4% Dow Jones Islamic34.4% S&P Shariah42.8% MSCI Islamic3.4% MSCI Islamic M-Series42.8% FTSE Shariah3.4% |
| NEXTERA ENERGY CAPITAL | UNSCREENED | 0.08% | no in-house ratios for this holding |
| VENTURE GLOBAL LNG INC | UNSCREENED | 0.08% | no in-house ratios for this holding |
| GOODYEAR TIRE & RUBBER | UNSCREENED | 0.08% | no in-house ratios for this holding |
| CS.TO CAPSTONE COPPER CORP | COMPLIANT | 0.08% | AAOIFI14.9% Usmani22.4% Dow Jones Islamicpass S&P Shariahpass MSCI Islamic18.5% MSCI Islamic M-Seriespass FTSE Shariah18.5% |
| MIDWEST GMNG BOR/MWG FIN | UNSCREENED | 0.08% | no in-house ratios for this holding |
| MCGRAW-HILL EDUCATION | UNSCREENED | 0.08% | no in-house ratios for this holding |
| SELECTIVE INSURANCE GROU | UNSCREENED | 0.08% | no in-house ratios for this holding |
| OLN OLIN CORP | NON_COMPLIANT | 0.08% | AAOIFI167.1% Usmani45.8% Dow Jones Islamic116.6% S&P Shariah89.2% MSCI Islamic45.8% MSCI Islamic M-Series89.2% FTSE Shariah40.7% |
| KALU KAISER ALUMINUM CORP | NON_COMPLIANT | 0.08% | AAOIFI39.7% Usmani36.7% Dow Jones Islamic65.1% S&P Shariah72.6% MSCI Islamic36.6% MSCI Islamic M-Series72.6% FTSE Shariah35.7% |
| CLW CLEARWATER PAPER CORP | NON_COMPLIANT | 0.08% | AAOIFI120.0% Usmani26.3% Dow Jones Islamic111.6% S&P Shariah87.2% MSCI Islamic25.8% MSCI Islamic M-Series87.2% FTSE Shariah23.0% |
| VST VISTRA CORP | NON_COMPLIANT | 0.08% | AAOIFI39.4% Usmani46.0% Dow Jones Islamic36.7% S&P Shariah46.3% MSCI Islamic46.0% MSCI Islamic M-Series46.3% FTSE Shariah46.0% |
| ET Energy Transfer LP | NON_COMPLIANT | 0.08% | AAOIFI94.8% Usmani47.4% Dow Jones Islamic120.8% S&P Shariah134.5% MSCI Islamic47.4% MSCI Islamic M-Series134.5% FTSE Shariah46.2% |
| WSBC WESBANCO INC | NON_COMPLIANT | 0.07% | AAOIFI0.0% Usmani0.0% Dow Jones Islamic0.0% S&P Shariah0.0% MSCI Islamic0.0% MSCI Islamic M-Series0.0% FTSE Shariah0.0% |
| Options Clearing Corp. | UNSCREENED | 0.07% | no in-house ratios for this holding |
| COREWEAVE FINANCING DDTL V LLC | UNSCREENED | 0.07% | no in-house ratios for this holding |
| API GROUP DE INC | UNSCREENED | 0.07% | no in-house ratios for this holding |
| LADDER CAP FIN LLLP/CORP | UNSCREENED | 0.07% | no in-house ratios for this holding |
| FHN FIRST HORIZON CORP | NON_COMPLIANT | 0.07% | AAOIFI187.6% Usmani26.2% Dow Jones Islamic208.5% S&P Shariah233.7% MSCI Islamic26.2% MSCI Islamic M-Series233.7% FTSE Shariah26.2% |
| Boxer Parent Company Inc | UNSCREENED | 0.07% | no in-house ratios for this holding |
| RFNA LP | UNSCREENED | 0.07% | no in-house ratios for this holding |
| UKG INC | UNSCREENED | 0.07% | no in-house ratios for this holding |
| Options Clearing Corp. | UNSCREENED | 0.07% | no in-house ratios for this holding |
| AAR ESCROW ISSUER LLC | UNSCREENED | 0.07% | no in-house ratios for this holding |
| SIRIUS XM RADIO LLC | UNSCREENED | 0.07% | no in-house ratios for this holding |
| ENR ENERGIZER HOLDINGS INC | NON_COMPLIANT | 0.07% | AAOIFI233.9% Usmani76.2% Dow Jones Islamic205.2% S&P Shariah194.6% MSCI Islamic76.1% MSCI Islamic M-Series194.6% FTSE Shariah74.0% |
| Bausch & Lomb Corporation | UNSCREENED | 0.07% | no in-house ratios for this holding |
| DirecTV Financing LLC | UNSCREENED | 0.07% | no in-house ratios for this holding |
| ACCO ACCO BRANDS CORP | NON_COMPLIANT | 0.07% | AAOIFIfail Usmanifail Dow Jones Islamicfail S&P Shariahfail MSCI Islamicfail MSCI Islamic M-Seriesfail FTSE Shariahfail |
| KBR KBR INC | NON_COMPLIANT | 0.07% | AAOIFI60.3% Usmani42.0% Dow Jones Islamic46.0% S&P Shariah41.9% MSCI Islamic42.0% MSCI Islamic M-Series41.9% FTSE Shariah38.3% |
| UNITED WHOLESALE MTGE LL | UNSCREENED | 0.07% | no in-house ratios for this holding |
| ARRAY DIGITAL INFRA INC | UNSCREENED | 0.07% | no in-house ratios for this holding |
| EPC EDGEWELL PERSONAL CARE | NON_COMPLIANT | 0.07% | AAOIFI93.6% Usmani35.2% Dow Jones Islamic103.2% S&P Shariah89.1% MSCI Islamic35.2% MSCI Islamic M-Series89.1% FTSE Shariah35.2% |
| DVA DAVITA INC | NON_COMPLIANT | 0.07% | AAOIFI119.4% Usmani75.7% Dow Jones Islamic119.5% S&P Shariah122.0% MSCI Islamic75.7% MSCI Islamic M-Series122.0% FTSE Shariah60.9% |
| Options Clearing Corp. | UNSCREENED | 0.07% | no in-house ratios for this holding |
| CENT CENTRAL GARDEN & PET CO | NON_COMPLIANT | 0.07% | AAOIFI60.7% Usmani37.2% Dow Jones Islamic61.0% S&P Shariah60.1% MSCI Islamic37.2% MSCI Islamic M-Series60.1% FTSE Shariah31.5% |
| THC TENET HEALTHCARE CORP | NON_COMPLIANT | 0.07% | AAOIFI63.5% Usmani43.2% Dow Jones Islamic83.2% S&P Shariah95.3% MSCI Islamic43.2% MSCI Islamic M-Series95.3% FTSE Shariah43.2% |
| BOND US BIDCO 1/2/3/G1/2 | UNSCREENED | 0.07% | no in-house ratios for this holding |
| SOUTH BOW CAN INFRA HOLD | UNSCREENED | 0.07% | no in-house ratios for this holding |
| TRANSDIGM INC | UNSCREENED | 0.07% | no in-house ratios for this holding |
| MTB M&T BANK CORPORATION | NON_COMPLIANT | 0.07% | AAOIFI52.5% Usmani8.3% Dow Jones Islamic59.6% S&P Shariah66.0% MSCI Islamic8.3% MSCI Islamic M-Series66.0% FTSE Shariah8.3% |
| CSC HOLDINGS LLC | UNSCREENED | 0.07% | no in-house ratios for this holding |
| JW ALUMINUM CONT CAST CO | UNSCREENED | 0.07% | no in-house ratios for this holding |
| FLUTTER TREASURY DAC | UNSCREENED | 0.07% | no in-house ratios for this holding |
| Options Clearing Corp. | UNSCREENED | 0.07% | no in-house ratios for this holding |
| PAR PETROLEUM LLC | UNSCREENED | 0.07% | no in-house ratios for this holding |
| JEFFERIES FIN LLC / JFIN | UNSCREENED | 0.07% | no in-house ratios for this holding |
| T AT&T Inc | NON_COMPLIANT | 0.07% | AAOIFI92.9% Usmani38.0% Dow Jones Islamic94.4% S&P Shariah107.8% MSCI Islamic38.0% MSCI Islamic M-Series107.8% FTSE Shariah33.6% |
| CCO HLDGS LLC/CAP CORP | UNSCREENED | 0.07% | no in-house ratios for this holding |
| VENTURE GLOBAL PLAQUE | UNSCREENED | 0.07% | no in-house ratios for this holding |
| STONEPEAK NILE PARENT | UNSCREENED | 0.07% | no in-house ratios for this holding |
| AZORRA FINANCE | UNSCREENED | 0.07% | no in-house ratios for this holding |
| BMRN BIOMARIN PHARMACEUTICAL | NON_COMPLIANT | 0.07% | AAOIFI— Usmani— Dow Jones Islamic— S&P Shariah— MSCI Islamic— MSCI Islamic M-Series— FTSE Shariah— |
| Padagis LLC | UNSCREENED | 0.07% | no in-house ratios for this holding |
| CDE COEUR MINING INC | COMPLIANT | 0.06% | AAOIFI0.1% Usmani0.1% Dow Jones Islamic0.1% S&P Shariah0.1% MSCI Islamic0.1% MSCI Islamic M-Series0.1% FTSE Shariah0.0% |
| OII OCEANEERING INTL INC | NON_COMPLIANT | 0.06% | AAOIFI18.9% Usmani30.6% Dow Jones Islamic27.5% S&P Shariah29.7% MSCI Islamic30.6% MSCI Islamic M-Series29.7% FTSE Shariah18.2% |
| XHR LP | UNSCREENED | 0.06% | no in-house ratios for this holding |
| JEFFERIES FIN LLC / JFIN | UNSCREENED | 0.06% | no in-house ratios for this holding |
| MAGNOLIA OIL GAS/MAG FIN | UNSCREENED | 0.06% | no in-house ratios for this holding |
| STANLEY BLACK & DECKER I | UNSCREENED | 0.06% | no in-house ratios for this holding |
| KEHE DIST/FIN / NEXTWAVE | UNSCREENED | 0.06% | no in-house ratios for this holding |
| SM SM ENERGY CO | NON_COMPLIANT | 0.06% | AAOIFI0.0% Usmani0.0% Dow Jones Islamic0.0% S&P Shariah0.0% MSCI Islamic0.0% MSCI Islamic M-Series0.0% FTSE Shariah0.0% |
| BRIGHTSTAR LOT/BRIGHSTAR | UNSCREENED | 0.06% | no in-house ratios for this holding |
| SEADRILL FINANCE LTD | UNSCREENED | 0.06% | no in-house ratios for this holding |
| ALLEGIANT TRAVEL CO | UNSCREENED | 0.06% | no in-house ratios for this holding |
| ET ENERGY TRANSFER LP | NON_COMPLIANT | 0.06% | AAOIFI94.8% Usmani47.4% Dow Jones Islamic120.8% S&P Shariah134.5% MSCI Islamic47.4% MSCI Islamic M-Series134.5% FTSE Shariah46.2% |
| WEATHERFORD INTERNATIONA | UNSCREENED | 0.06% | no in-house ratios for this holding |
| ECHO ECHOSTAR CORP | NON_COMPLIANT | 0.06% | AAOIFI70.1% Usmani44.9% Dow Jones Islamic89.9% S&P Shariah120.2% MSCI Islamic44.6% MSCI Islamic M-Series120.2% FTSE Shariah44.2% |
| QUIKRETE HOLDINGS INC | UNSCREENED | 0.06% | no in-house ratios for this holding |
| ET ENERGY TRANSFER LP | NON_COMPLIANT | 0.06% | AAOIFI94.8% Usmani47.4% Dow Jones Islamic120.8% S&P Shariah134.5% MSCI Islamic47.4% MSCI Islamic M-Series134.5% FTSE Shariah46.2% |
| F FORD MOTOR COMPANY | NON_COMPLIANT | 0.06% | AAOIFI4.1% Usmani1.2% Dow Jones Islamic5.7% S&P Shariah5.9% MSCI Islamic0.8% MSCI Islamic M-Series5.9% FTSE Shariah0.0% |
| SIX FLAGS/CAN WON/MILLEN | UNSCREENED | 0.06% | no in-house ratios for this holding |
| STL HOLDING CO LLC | UNSCREENED | 0.06% | no in-house ratios for this holding |
| LIFE TIME INC | UNSCREENED | 0.06% | no in-house ratios for this holding |
| AVIENT CORP | UNSCREENED | 0.06% | no in-house ratios for this holding |
| CENX CENTURY ALUMINUM COMPANY | COMPLIANT | 0.06% | AAOIFI10.4% Usmani16.7% Dow Jones Islamic15.7% S&P Shariah19.8% MSCI Islamic16.7% MSCI Islamic M-Series19.8% FTSE Shariah16.7% |
| HOWARD MIDSTREAM ENERGY | UNSCREENED | 0.06% | no in-house ratios for this holding |
| Jupiter Borrower Inc | UNSCREENED | 0.06% | no in-house ratios for this holding |
| ASCENT RESOURCES/ARU FIN | UNSCREENED | 0.06% | no in-house ratios for this holding |
| TALLGRASS NRG PRTNR/FIN | UNSCREENED | 0.06% | no in-house ratios for this holding |
| RIVERS ENTERPRISE | UNSCREENED | 0.06% | no in-house ratios for this holding |
| KNF KNIFE RIVER CORP | NON_COMPLIANT | 0.06% | AAOIFI47.9% Usmani39.9% Dow Jones Islamic34.9% S&P Shariah37.4% MSCI Islamic39.9% MSCI Islamic M-Series37.4% FTSE Shariah38.7% |
| RIVERS ENT BORROWER LLC | UNSCREENED | 0.06% | no in-house ratios for this holding |
| DORM DORMAN PRODUCTS INC | COMPLIANT | 0.06% | AAOIFI13.6% Usmani21.1% Dow Jones Islamic13.6% S&P Shariah15.1% MSCI Islamic21.1% MSCI Islamic M-Series15.1% FTSE Shariah17.6% |
| TEX TEREX CORP | NON_COMPLIANT | 0.06% | AAOIFI37.4% Usmani26.0% Dow Jones Islamic61.8% S&P Shariah65.1% MSCI Islamic26.0% MSCI Islamic M-Series65.1% FTSE Shariah26.0% |
| CENTURY COMMUNITIES | UNSCREENED | 0.06% | no in-house ratios for this holding |
| PENN PENN ENTERTAINMENT INC | NON_COMPLIANT | 0.06% | AAOIFI294.9% Usmani62.1% Dow Jones Islamic263.4% S&P Shariah245.6% MSCI Islamic47.5% MSCI Islamic M-Series245.6% FTSE Shariah19.7% |
| SUN SUNOCO LP | NON_COMPLIANT | 0.06% | AAOIFI104.9% Usmani51.6% Dow Jones Islamic133.3% S&P Shariah140.0% MSCI Islamic49.6% MSCI Islamic M-Series140.0% FTSE Shariah44.5% |
| STWD STARWOOD PROPERTY TRUST | NON_COMPLIANT | 0.06% | AAOIFI0.0% Usmani0.0% Dow Jones Islamic0.0% S&P Shariah0.0% MSCI Islamic0.0% MSCI Islamic M-Series0.0% FTSE Shariah0.0% |
| LINDBLAD EXPEDITIONS LLC | UNSCREENED | 0.06% | no in-house ratios for this holding |
| Mckesson Medical-Surgical Top Holdings Inc. | UNSCREENED | 0.06% | no in-house ratios for this holding |
| STONEBRIAR ABF LLC | UNSCREENED | 0.06% | no in-house ratios for this holding |
| Beach Acquisition Bidco LLC | UNSCREENED | 0.06% | no in-house ratios for this holding |
| ALLIANT HOLD / CO-ISSUER | UNSCREENED | 0.06% | no in-house ratios for this holding |
| DVA DAVITA INC | NON_COMPLIANT | 0.06% | AAOIFI119.4% Usmani75.7% Dow Jones Islamic119.5% S&P Shariah122.0% MSCI Islamic75.7% MSCI Islamic M-Series122.0% FTSE Shariah60.9% |
| VOYAGER PARENT LLC | UNSCREENED | 0.06% | no in-house ratios for this holding |
| Dragon Buyer, Inc | UNSCREENED | 0.06% | no in-house ratios for this holding |
| iHeartCommunications Inc | UNSCREENED | 0.06% | no in-house ratios for this holding |
| Blackfin Pipeline LLC | UNSCREENED | 0.06% | no in-house ratios for this holding |
| CENGAGE LEARNING INC | UNSCREENED | 0.06% | no in-house ratios for this holding |
| TEAM HEALTH HOLDINGS INC | UNSCREENED | 0.06% | no in-house ratios for this holding |
| American Axle and Manufacturing, Inc. | UNSCREENED | 0.06% | no in-house ratios for this holding |
| Weber-Stephen Products LLC | UNSCREENED | 0.06% | no in-house ratios for this holding |
| POST POST HOLDINGS INC | NON_COMPLIANT | 0.06% | AAOIFI205.1% Usmani59.4% Dow Jones Islamic136.3% S&P Shariah133.6% MSCI Islamic59.4% MSCI Islamic M-Series133.6% FTSE Shariah59.4% |
| DISCOVERY GLOBAL HOLDINGS INC | UNSCREENED | 0.06% | no in-house ratios for this holding |
| Life Time Fitness Inc | UNSCREENED | 0.06% | no in-house ratios for this holding |
| ONEMAIN FINANCE CORP | UNSCREENED | 0.06% | no in-house ratios for this holding |
| ZBRA ZEBRA TECHNOLOGIES CORP | COMPLIANT | 0.06% | AAOIFI21.5% Usmani34.3% Dow Jones Islamic19.7% S&P Shariah20.1% MSCI Islamic34.3% MSCI Islamic M-Series20.1% FTSE Shariah32.0% |
| DVA DAVITA INC | NON_COMPLIANT | 0.06% | AAOIFI119.4% Usmani75.7% Dow Jones Islamic119.5% S&P Shariah122.0% MSCI Islamic75.7% MSCI Islamic M-Series122.0% FTSE Shariah60.9% |
| D DOMINION ENERGY INC | NON_COMPLIANT | 0.06% | AAOIFI86.6% Usmani42.8% Dow Jones Islamic102.1% S&P Shariah112.1% MSCI Islamic42.3% MSCI Islamic M-Series112.1% FTSE Shariah41.7% |
| GS GOLDMAN SACHS GROUP INC | NON_COMPLIANT | 0.06% | AAOIFI147.5% Usmani20.6% Dow Jones Islamic194.6% S&P Shariah229.2% MSCI Islamic20.6% MSCI Islamic M-Series229.2% FTSE Shariah20.6% |
| SOLSTICE ADVANCED MATERI | UNSCREENED | 0.06% | no in-house ratios for this holding |
| VST VISTRA CORP | NON_COMPLIANT | 0.06% | AAOIFI39.4% Usmani46.0% Dow Jones Islamic36.7% S&P Shariah46.3% MSCI Islamic46.0% MSCI Islamic M-Series46.3% FTSE Shariah46.0% |
| LEVEL 3 FINANCING INC | UNSCREENED | 0.06% | no in-house ratios for this holding |
| NISSAN MOTOR ACCEPTANCE | UNSCREENED | 0.06% | no in-house ratios for this holding |
| ENTERPRISE PRODUCTS OPER | UNSCREENED | 0.06% | no in-house ratios for this holding |
| PERFORMANCE FOOD GROUP I | UNSCREENED | 0.06% | no in-house ratios for this holding |
| CNX CNX RESOURCES CORP | NON_COMPLIANT | 0.06% | AAOIFI42.4% Usmani26.0% Dow Jones Islamic47.9% S&P Shariah52.8% MSCI Islamic25.7% MSCI Islamic M-Series52.8% FTSE Shariah24.3% |
| OPAL BIDCO SAS | UNSCREENED | 0.06% | no in-house ratios for this holding |
| CROSSCOUNTRY INTER | UNSCREENED | 0.06% | no in-house ratios for this holding |
| Chamberlain Group Inc | UNSCREENED | 0.06% | no in-house ratios for this holding |
| PARK INTERMED HOLDINGS | UNSCREENED | 0.06% | no in-house ratios for this holding |
| Quikrete Holdings Inc | UNSCREENED | 0.06% | no in-house ratios for this holding |
| PetSmart Inc | UNSCREENED | 0.06% | no in-house ratios for this holding |
| UNITI GROUP/CSL CAPITAL | UNSCREENED | 0.06% | no in-house ratios for this holding |
| CCO HLDGS LLC/CAP CORP | UNSCREENED | 0.06% | no in-house ratios for this holding |
| BLACKSTONE MORTGAGE TR | UNSCREENED | 0.06% | no in-house ratios for this holding |
| CNP CENTERPOINT ENERGY INC | NON_COMPLIANT | 0.06% | AAOIFI86.5% Usmani47.1% Dow Jones Islamic92.6% S&P Shariah102.9% MSCI Islamic47.1% MSCI Islamic M-Series102.9% FTSE Shariah47.0% |
| ZF NA CAPITAL | UNSCREENED | 0.06% | no in-house ratios for this holding |
| Windsor Holdings III LLC | UNSCREENED | 0.06% | no in-house ratios for this holding |
| ONEMAIN FINANCE CORP | UNSCREENED | 0.06% | no in-house ratios for this holding |
| CREDIT ACCEPTANC | UNSCREENED | 0.06% | no in-house ratios for this holding |
| MTDR MATADOR RESOURCES CO | NON_COMPLIANT | 0.06% | AAOIFI57.6% Usmani31.2% Dow Jones Islamic69.1% S&P Shariah66.4% MSCI Islamic31.2% MSCI Islamic M-Series66.4% FTSE Shariah31.2% |
| ELECTRONIC ARTS INC | UNSCREENED | 0.06% | no in-house ratios for this holding |
| AEP AMERICAN ELECTRIC POWER | NON_COMPLIANT | 0.06% | AAOIFIfail Usmanifail Dow Jones Islamicfail S&P Shariahfail MSCI Islamicfail MSCI Islamic M-Seriesfail FTSE Shariahfail |
| BRANDYWINE OPER PARTNERS | UNSCREENED | 0.06% | no in-house ratios for this holding |
| Osaic Holdings, Inc. | UNSCREENED | 0.06% | no in-house ratios for this holding |
| Options Clearing Corp. | UNSCREENED | 0.06% | no in-house ratios for this holding |
| Options Clearing Corp. | UNSCREENED | 0.06% | no in-house ratios for this holding |
| MI Windows and Doors LLC | UNSCREENED | 0.06% | no in-house ratios for this holding |
| SIX FLAGS ENTERTAINME | UNSCREENED | 0.06% | no in-house ratios for this holding |
| TGNR INTERMEDIATE HOLDIN | UNSCREENED | 0.06% | no in-house ratios for this holding |
| Station Casinos LLC | UNSCREENED | 0.06% | no in-house ratios for this holding |
| ANNALY CAPITAL MGMT | UNSCREENED | 0.06% | no in-house ratios for this holding |
| WS WORTHINGTON STEEL INC | NON_COMPLIANT | 0.06% | AAOIFI19.7% Usmani15.7% Dow Jones Islamic20.5% S&P Shariah21.1% MSCI Islamic15.4% MSCI Islamic M-Series21.1% FTSE Shariah11.4% |
| AEP AMERICAN ELECTRIC POWER | NON_COMPLIANT | 0.06% | AAOIFIfail Usmanifail Dow Jones Islamicfail S&P Shariahfail MSCI Islamicfail MSCI Islamic M-Seriesfail FTSE Shariahfail |
| SINCLAIR TELEVISION GROU | UNSCREENED | 0.06% | no in-house ratios for this holding |
| STONEPEAK MOTION FINCO LLC | UNSCREENED | 0.06% | no in-house ratios for this holding |
| ARCHROCK SERVICES/PARTNE | UNSCREENED | 0.06% | no in-house ratios for this holding |
| CCO HLDGS LLC/CAP CORP | UNSCREENED | 0.06% | no in-house ratios for this holding |
| US BANCORP | UNSCREENED | 0.06% | no in-house ratios for this holding |
| CCO HLDGS LLC/CAP CORP | UNSCREENED | 0.06% | no in-house ratios for this holding |
| CELANESE US HOLDINGS LLC | UNSCREENED | 0.06% | no in-house ratios for this holding |
| AVIS BUDGET CAR/FINANCE | UNSCREENED | 0.06% | no in-house ratios for this holding |
| T.TO TELUS CORP | NON_COMPLIANT | 0.06% | AAOIFI160.4% Usmani52.8% Dow Jones Islamicfail S&P Shariahfail MSCI Islamic52.8% MSCI Islamic M-Seriesfail FTSE Shariah52.8% |
| EMERA US FINANCE LLC | UNSCREENED | 0.06% | no in-house ratios for this holding |
| CONTINENTAL RESOURCES | UNSCREENED | 0.06% | no in-house ratios for this holding |
| Rocket Software Inc | UNSCREENED | 0.06% | no in-house ratios for this holding |
| LIGHT & WONDER INTL INC | UNSCREENED | 0.06% | no in-house ratios for this holding |
| GSY.TO GOEASY LTD | NON_COMPLIANT | 0.06% | AAOIFI684.3% Usmani81.4% Dow Jones Islamicfail S&P Shariahfail MSCI Islamic80.3% MSCI Islamic M-Seriesfail FTSE Shariah80.3% |
| MGM MGM RESORTS INTL | NON_COMPLIANT | 0.06% | AAOIFI288.8% Usmani75.7% Dow Jones Islamic297.5% S&P Shariah266.6% MSCI Islamic75.2% MSCI Islamic M-Series266.6% FTSE Shariah15.2% |
| SRE SEMPRA | NON_COMPLIANT | 0.06% | AAOIFI65.2% Usmani32.7% Dow Jones Islamic66.4% S&P Shariah71.2% MSCI Islamic31.6% MSCI Islamic M-Series71.2% FTSE Shariah30.4% |
| BURFORD CAPITAL GLBL FIN | UNSCREENED | 0.06% | no in-house ratios for this holding |
| Virgin Media Bristol LLC | UNSCREENED | 0.06% | no in-house ratios for this holding |
| ES EVERSOURCE ENERGY | NON_COMPLIANT | 0.06% | AAOIFI108.8% Usmani45.9% Dow Jones Islamic122.9% S&P Shariah132.3% MSCI Islamic45.9% MSCI Islamic M-Series132.3% FTSE Shariah45.9% |
| PRESTIGE BRANDS INC | UNSCREENED | 0.06% | no in-house ratios for this holding |
| ALBERTSONS COS/SAFEWAY | UNSCREENED | 0.06% | no in-house ratios for this holding |
| PATK PATRICK INDUSTRIES INC | NON_COMPLIANT | 0.06% | AAOIFI62.1% Usmani51.4% Dow Jones Islamic51.9% S&P Shariah58.1% MSCI Islamic51.4% MSCI Islamic M-Series58.1% FTSE Shariah44.2% |
| NEXTERA ENERGY CAPITAL | UNSCREENED | 0.06% | no in-house ratios for this holding |
| FIRST CITIZENS BANCSHARE | UNSCREENED | 0.06% | no in-house ratios for this holding |
| NEXTERA ENERGY CAPITAL | UNSCREENED | 0.06% | no in-house ratios for this holding |
| NOVELIS CORP | UNSCREENED | 0.06% | no in-house ratios for this holding |
| PNC FINANCIAL SERVICES | UNSCREENED | 0.06% | no in-house ratios for this holding |
| CCO HLDGS LLC/CAP CORP | UNSCREENED | 0.05% | no in-house ratios for this holding |
| MACY'S RETAIL HLDGS LLC | UNSCREENED | 0.05% | no in-house ratios for this holding |
| BROOKFIELD PROPERTY PART | UNSCREENED | 0.05% | no in-house ratios for this holding |
| ADIENT GLOBAL HOLDINGS | UNSCREENED | 0.05% | no in-house ratios for this holding |
| WHIRLPOOL CORP | UNSCREENED | 0.05% | no in-house ratios for this holding |
| ASHTON WOODS USA/FINANCE | UNSCREENED | 0.05% | no in-house ratios for this holding |
| MTB M&T BANK CORPORATION | NON_COMPLIANT | 0.05% | AAOIFI52.5% Usmani8.3% Dow Jones Islamic59.6% S&P Shariah66.0% MSCI Islamic8.3% MSCI Islamic M-Series66.0% FTSE Shariah8.3% |
| POST POST HOLDINGS INC | NON_COMPLIANT | 0.05% | AAOIFI205.1% Usmani59.4% Dow Jones Islamic136.3% S&P Shariah133.6% MSCI Islamic59.4% MSCI Islamic M-Series133.6% FTSE Shariah59.4% |
| ASURION LLC/ASURION CO | UNSCREENED | 0.05% | no in-house ratios for this holding |
| MTB M&T BANK CORPORATION | NON_COMPLIANT | 0.05% | AAOIFI52.5% Usmani8.3% Dow Jones Islamic59.6% S&P Shariah66.0% MSCI Islamic8.3% MSCI Islamic M-Series66.0% FTSE Shariah8.3% |
| NEXTERA ENERGY CAPITAL | UNSCREENED | 0.05% | no in-house ratios for this holding |
| CC CHEMOURS CO | NON_COMPLIANT | 0.05% | AAOIFI189.6% Usmani57.6% Dow Jones Islamic171.4% S&P Shariah148.1% MSCI Islamic57.6% MSCI Islamic M-Series148.1% FTSE Shariah54.2% |
| KEY KeyCorp | NON_COMPLIANT | 0.05% | AAOIFI47.1% Usmani5.7% Dow Jones Islamic56.9% S&P Shariah65.9% MSCI Islamic5.7% MSCI Islamic M-Series65.9% FTSE Shariah5.7% |
| GO DADDY OPCO/FINCO | UNSCREENED | 0.05% | no in-house ratios for this holding |
| C CITIGROUP INC | NON_COMPLIANT | 0.05% | AAOIFI159.2% Usmani13.8% Dow Jones Islamic214.6% S&P Shariah251.0% MSCI Islamic13.8% MSCI Islamic M-Series251.0% FTSE Shariah13.8% |
| F FORD MOTOR COMPANY | NON_COMPLIANT | 0.05% | AAOIFI4.1% Usmani1.2% Dow Jones Islamic5.7% S&P Shariah5.9% MSCI Islamic0.8% MSCI Islamic M-Series5.9% FTSE Shariah0.0% |
| KIM Kimco Realty Corp | NON_COMPLIANT | 0.05% | AAOIFI51.8% Usmani38.5% Dow Jones Islamic53.4% S&P Shariah57.2% MSCI Islamic38.5% MSCI Islamic M-Series57.2% FTSE Shariah38.5% |
| Options Clearing Corp. | UNSCREENED | 0.05% | no in-house ratios for this holding |
| SRE SEMPRA | NON_COMPLIANT | 0.05% | AAOIFI65.2% Usmani32.7% Dow Jones Islamic66.4% S&P Shariah71.2% MSCI Islamic31.6% MSCI Islamic M-Series71.2% FTSE Shariah30.4% |
| XEL XCEL ENERGY INC | NON_COMPLIANT | 0.05% | AAOIFI82.6% Usmani47.8% Dow Jones Islamic94.9% S&P Shariah105.9% MSCI Islamic46.3% MSCI Islamic M-Series105.9% FTSE Shariah45.3% |
| ASURION LLC/ASURION CO | UNSCREENED | 0.05% | no in-house ratios for this holding |
| MET METLIFE INC | NON_COMPLIANT | 0.05% | AAOIFI47.5% Usmani3.9% Dow Jones Islamic56.2% S&P Shariah58.5% MSCI Islamic3.9% MSCI Islamic M-Series58.5% FTSE Shariah3.9% |
| SCHW CHARLES SCHWAB CORP | NON_COMPLIANT | 0.05% | AAOIFI14.6% Usmani5.3% Dow Jones Islamic18.7% S&P Shariah22.0% MSCI Islamic5.3% MSCI Islamic M-Series22.0% FTSE Shariah5.3% |
| Enterprise Products Partners LP | UNSCREENED | 0.05% | no in-house ratios for this holding |
| Clarios Global LP | UNSCREENED | 0.05% | no in-house ratios for this holding |
| FERTITTA ENTERTAINMENT | UNSCREENED | 0.05% | no in-house ratios for this holding |
| CACI INTERNATIONAL INC | UNSCREENED | 0.05% | no in-house ratios for this holding |
| BEACON FUNDING TRUST | UNSCREENED | 0.05% | no in-house ratios for this holding |
| FITB FIFTH THIRD BANCORP | NON_COMPLIANT | 0.05% | AAOIFI45.0% Usmani7.4% Dow Jones Islamic67.1% S&P Shariah76.4% MSCI Islamic7.4% MSCI Islamic M-Series76.4% FTSE Shariah7.4% |
| ASCENT RESOURCES/ARU FIN | UNSCREENED | 0.05% | no in-house ratios for this holding |
| Options Clearing Corp. | UNSCREENED | 0.05% | no in-house ratios for this holding |
| MOHEGAN TRIBAL / MS DIG | UNSCREENED | 0.05% | no in-house ratios for this holding |
| VOC ESCROW LTD | UNSCREENED | 0.05% | no in-house ratios for this holding |
| ACPRODUCTS INC | UNSCREENED | 0.05% | no in-house ratios for this holding |
| RKT ROCKET COS INC | NON_COMPLIANT | 0.05% | AAOIFI27.1% Usmani17.7% Dow Jones Islamic24.8% S&P Shariah26.9% MSCI Islamic17.7% MSCI Islamic M-Series26.9% FTSE Shariah17.7% |
| ACRISURE LLC / FIN INC | UNSCREENED | 0.05% | no in-house ratios for this holding |
The published standards disagree about this fund by 12 points of portfolio weight — 55.3% of it passes Dow Jones Islamic, 43.1% passes MSCI Islamic. Which number is yours depends on which standard you follow.
These bars are the financial-ratio result under each standard — debt, receivables and interest income. They do not screen what the business does, so a holding can pass every ratio here and still be questionable or non-compliant on activity. The blended verdict above accounts for both.
ratios pass on 54.3% ratios fail on 37.1% 96.2% not rated under AAOIFI
ratios pass on 44.8% ratios fail on 38.6% 104.3% not rated under Usmani
ratios pass on 55.3% ratios fail on 35.8% 96.6% not rated under Dow Jones Islamic
ratios pass on 54.0% ratios fail on 37.1% 96.5% not rated under S&P Shariah
ratios pass on 43.1% ratios fail on 40.0% 104.5% not rated under MSCI Islamic
ratios pass on 54.0% ratios fail on 37.1% 96.6% not rated under MSCI Islamic M-Series
ratios pass on 51.9% ratios fail on 31.6% 104.2% not rated under FTSE Shariah
229 of 786 listed holdings carry our own per-methodology verdicts (93% of weight). The rest hold a provider verdict with no methodology breakdown, and are counted as rated by none. Of those, 218 (91% of weight) also carry the underlying debt ratio; the rest show a verdict without the figure behind it.
Methodology breakdown computing — it will appear here on its own.
Trade setup
Whether the technical picture shows an edge right now. Separate from the Sharia verdict, which this side never overrides.
Why this signal?
The factors behind the read, each shown with the figure it rests on, including the ones pointing the other way.
🕌 In-house Compliance Research
Computing the full ratio and business-activity breakdown for CPZ — this runs off the critical path so the page paints first. It will appear here on its own.
Pinch or scroll to zoom · drag to pan — both axes move · double-click to reset
Classic floor-trader pivots from the last completed daily bar. Highlighted pills are the levels bracketing the current price.
Price Forecast
The range is measured volatility (ATR over the horizon), not a target — a wider band means a more volatile asset, not a stronger view. The direction is the indicator tally below. Every forecast is recorded when made and scored against the real price when it comes due, including the wrong ones. Not a recommendation, and not a fatwa.
Technical Summary
Standard indicator thresholds (RSI 30/70, Stochastic 20/80, CCI ±100, Williams %R −80/−20, MACD histogram sign, price vs. average) computed on daily bars. A summary of what common indicators say — not a recommendation, and not this site's own trading verdict.
Every indicator, and what it reads
| Indicator | Value | Signal |
|---|---|---|
| RSI (14) | 55.60 | NEUTRAL |
| Stochastic %K (14) | 81.03 | SELL |
| CCI (20) | 128.31 | SELL |
| Williams %R (14) | -18.97 | SELL |
| MACD (12,26,9) | 0.03 | BUY |
| ROC (10) | 3.49 | BUY |
| Momentum (10) | 0.43 | BUY |
| EMA (10) | 12.64 | BUY |
| SMA (10) | 12.64 | BUY |
| EMA (20) | 12.59 | BUY |
| SMA (20) | 12.55 | BUY |
| EMA (30) | 12.59 | BUY |
| SMA (30) | 12.51 | BUY |
| EMA (50) | 12.61 | BUY |
| SMA (50) | 12.59 | BUY |
| EMA (100) | 12.67 | BUY |
| SMA (100) | 12.68 | BUY |
| EMA (200) | 12.86 | SELL |
| SMA (200) | 12.82 | SELL |
Average — needs more confirmation before sizing up
SMC — Top Down
Market structure by timeframe, read from real bars. A bias per timeframe rather than a forecast — timeframes disagreeing is information, not noise.
| Timeframe | Bias | Bars |
|---|---|---|
| 📅 Daily | RANGING | 43 |
| ⏰ 4H | BULLISH | 16 |
| 🕐 1H | RANGING | 67 |
| ⏱ 15-Min | BEARISH | 130 |
| ⏲ 5-Min | BEARISH | 234 |
Momentum & Volume
Rate of change and relative volume against this symbol's own recent history. Momentum describes what price has done; it is not a claim about what it will do.
Peer Movement
How the rest of the sector moved over the same window. Context for a price move, never a cause of one.
Peer movement computing — it will appear here on its own.
Before you act on this
The questions worth asking about any verdict on this page, answered plainly.
Is a fund screened on its name?
No. HTR reads the fund's filed holdings and screens each one, then reports the result by weight. A fund marketed as Islamic still gets the same look-through as any other.
What does unrated weight mean?
It is the share of the fund whose holdings HTR cannot cover far enough to rate. It is reported as unrated rather than counted as compliant, because a holding nobody screened should not look like one that passed.
Does the issuer's board make it compliant?
It matters, and it is noted, but it does not replace the look-through. The board's judgement and the holdings screen are shown separately so you can see when they agree and when they do not.
How often is this re-screened?
When the fund files new holdings, and on a rolling basis besides. The date on the verdict above is the last time this fund was actually recomputed.
Open research, not a fatwa. HTR applies published screening standards to filings and publishes what they say, including when they disagree. Nothing here is financial advice or a recommendation to buy or sell. Verdicts can change when new filings land.
Compare with
Same screen, different answers. Comparison is where the standards disagreeing becomes useful rather than confusing.
Peer screening computing — it will appear here on its own.
Insider Activity (90d)
Insider transactions reported in the last ninety days. Insiders sell for reasons that have nothing to do with a view, so a sale on its own is not a signal.
NO DATA 0 buys · 0 sells
COT Positioning — E-MINI S&P 500 - CHICAGO MERCANTILE EXCHANGE
The weekly CFTC Commitments of Traders report for the broad market it tracks, not for this symbol. Positioning context for the tape — it says nothing about this company.
NEUTRAL report date 2026-11-03 · Asset managers net 928584 (+5135)
AI Summary
Plain-language summary of the evidence already on this page — the Sharia screen, structure, momentum, and order flow above. It explains the read; it doesn't make the call. Generated on demand (a live AI call), never run automatically.