30,394 funds screened by look-through to their filed holdings
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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.
How these counts are built
Built from a bulk Finnhub company-profile fetch (refreshed roughly monthly), intersected with the compliance snapshot — not a live lookup per symbol.
- Funds screened
- 30,394
- Reached a verdict
- 18,537
- Compliant
- 287
- Could not be decided
- 11,857
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 |
|---|---|---|---|---|
| AMFFX | American Mutual Fund | Non-compliant | 146 | 94% |
| AMFIX | AAMA INCOME FUND· Asset Management Fund | Non-compliant | 20 | 99% |
| AMFNX | Virtus AlphaSimplex Managed Futures Strategy Fund· Virtus Alternative Solutions Trust | Non-compliant | 139 | 45% |
| AMGAX | ALGER MID CAP GROWTH FUND· ALGER FUNDS | Non-compliant | 72 | 91% |
| AMGCX | ALGER MID CAP GROWTH FUND· ALGER FUNDS | Non-compliant | 72 | 91% |
| AMGIX | Disciplined Value Fund· American Century Quantitative Equity Funds, Inc. | Non-compliant | 194 | 93% |
| AMGOX | Alger Mid Cap Growth Portfolio· ALGER PORTFOLIOS | Non-compliant | 66 | 91% |
| AMHYX | Invesco High Yield Fund· AIM Investment Securities Funds (Invesco Investment Securities Funds) | Non-compliant | 286 | 23% |
| AMID | Argent Mid Cap ETF· EA Series Trust | Non-compliant | 45 | 94% |
| AMKIX | Emerging Markets Fund· American Century World Mutual Funds, Inc. | Non-compliant | 88 | 87% |
| AMLP | Alerian MLP ETF· ALPS ETF TRUST | Non-compliant | 15 | 82% |
| AMLPX | MainGate MLP Fund· MainGate Trust | Non-compliant | 17 | 75% |
| AMOMX | AQR Large Cap Momentum Style Fund· AQR Funds | Non-compliant | 286 | 94% |
| AMONX | AQR Large Cap Momentum Style Fund· AQR Funds | Non-compliant | 286 | 94% |
| AMPCX | AMCAP Fund | Non-compliant | 121 | 94% |
| AMPFX | AMCAP Fund | Non-compliant | 121 | 94% |
| AMRAX | AMERICAN GROWTH FUND Series One· AMERICAN GROWTH FUND INC | Non-compliant | 31 | 91% |
| AMRBX | AMERICAN GROWTH FUND Series One· AMERICAN GROWTH FUND INC | Non-compliant | 31 | 91% |
| AMRCX | AMERICAN GROWTH FUND Series One· AMERICAN GROWTH FUND INC | Non-compliant | 31 | 91% |
| AMRFX | American Mutual Fund | Non-compliant | 146 | 94% |
| AMRGX | AMERICAN GROWTH FUND Series One· AMERICAN GROWTH FUND INC | Non-compliant | 31 | 91% |
| AMRMX | American Mutual Fund | Non-compliant | 146 | 94% |
| AMTAX | AB All Market Real Return Portfolio· AB BOND FUND, INC. | Non-compliant | 537 | 76% |
| AMTOX | AB All Market Real Return Portfolio· AB BOND FUND, INC. | Non-compliant | 537 | 76% |
| AMTYX | AB All Market Real Return Portfolio· AB BOND FUND, INC. | Non-compliant | 537 | 76% |
| AMTZX | AB All Market Real Return Portfolio· AB BOND FUND, INC. | Non-compliant | 537 | 76% |
| AMUSX | U.S. Government Securities Fund· AMERICAN FUNDS INCOME SERIES | Non-compliant | 1,526 | 92% |
| AMVGX | Mid Cap Value Fund· American Century Capital Portfolios, Inc. | Non-compliant | 134 | 87% |
| AMVRX | Mid Cap Value Fund· American Century Capital Portfolios, Inc. | Non-compliant | 134 | 87% |
| AMVTX | Shenkman Capital Short Duration High Income Fund· Advisors Series Trust | Non-compliant | 394 | 31% |
| AMVYX | Mid Cap Value Fund· American Century Capital Portfolios, Inc. | Non-compliant | 134 | 87% |
| AMYY | GraniteShares YieldBOOST AMD ETF· GraniteShares ETF Trust | Non-compliant | 7 | 99% |
| AMZA | InfraCap MLP ETF· ETFis Series Trust I | Non-compliant | 108 | 83% |
| AMZP | Kurv Yield Premium Strategy Amazon (AMZN) ETF· Kurv ETF Trust | Non-compliant | 10 | 89% |
| AMZW | Roundhill AMZN WeeklyPay ETF· Roundhill ETF Trust | Non-compliant | 4 | 83% |
| AMZZ | GraniteShares 2x Long AMZN Daily ETF· GraniteShares ETF Trust | Non-compliant | 2 | 34% |
| ANABX | AB GLOBAL BOND FUND, INC. | Non-compliant | 1,841 | 43% |
| ANACX | AB GLOBAL BOND FUND, INC. | Non-compliant | 1,841 | 43% |
| ANAGX | AB GLOBAL BOND FUND, INC. | Non-compliant | 1,841 | 43% |
| ANAIX | AB GLOBAL BOND FUND, INC. | Non-compliant | 1,841 | 43% |
| ANAVX | Virtus NFJ International Value Fund· Virtus Investment Trust | Non-compliant | 62 | 90% |
| ANAYX | AB GLOBAL BOND FUND, INC. | Non-compliant | 1,841 | 43% |
| ANAZX | AB GLOBAL BOND FUND, INC. | Non-compliant | 1,841 | 43% |
| ANBAX | American Funds Strategic Bond Fund | Non-compliant | 2,624 | 52% |
| ANBCX | American Funds Strategic Bond Fund | Non-compliant | 2,624 | 52% |
| ANBEX | American Funds Strategic Bond Fund | Non-compliant | 2,624 | 52% |
| ANBFX | American Funds Strategic Bond Fund | Non-compliant | 2,624 | 52% |
| ANBGX | American Funds Strategic Bond Fund | Non-compliant | 2,624 | 52% |
| ANBIX | AB Bond Inflation Strategy· AB BOND FUND, INC. | Non-compliant | 331 | 82% |
| ANCFX | American Funds Fundamental Investors | Non-compliant | 243 | 95% |
| ANCIX | Ancora Microcap Fund· ANCORA TRUST | Non-compliant | 52 | 59% |
| ANCSX | Ancora Microcap Fund· ANCORA TRUST | Non-compliant | 52 | 59% |
| ANDIX | AQR International Defensive Style Fund· AQR Funds | Non-compliant | 210 | 97% |
| ANDNX | AQR International Defensive Style Fund· AQR Funds | Non-compliant | 210 | 97% |
| ANDRX | AQR International Defensive Style Fund· AQR Funds | Non-compliant | 210 | 97% |
| ANDVX | Virtus NFJ Dividend Value Fund· Virtus Investment Trust | Non-compliant | 59 | 92% |
| ANEFX | New Economy Fund | Non-compliant | 176 | 89% |
| ANEL | Defiance Daily Target 2x Long Anet ETF· Tidal Trust II | Non-compliant | 8 | 41% |
| ANEW | ProShares MSCI Transformational Changes ETF· ProShares Trust | Non-compliant | 168 | 94% |
| ANFCX | New Economy Fund | Non-compliant | 176 | 89% |
| ANFFX | New Economy Fund | Non-compliant | 179 | 90% |
| ANFVX | Virtus NFJ Small-Cap Value Fund· Virtus Investment Trust | Non-compliant | 78 | 86% |
| ANGCX | Angel Oak Multi-Strategy Income Fund· Angel Oak Funds Trust | Non-compliant | 1,044 | 22% |
| ANGIX | Angel Oak Multi-Strategy Income Fund· Angel Oak Funds Trust | Non-compliant | 1,044 | 22% |
| ANGL | VanEck Fallen Angel High Yield Bond ETF· VanEck ETF Trust | Non-compliant | 130 | 40% |
| ANGLX | Angel Oak Multi-Strategy Income Fund· Angel Oak Funds Trust | Non-compliant | 1,044 | 22% |
| ANISX | Ancora Income Fund· ANCORA TRUST | Non-compliant | 95 | 74% |
| ANJIX | Virtus NFJ International Value Fund· Virtus Investment Trust | Non-compliant | 62 | 90% |
| ANNPX | Virtus Convertible Fund· Virtus Strategy Trust | Non-compliant | 103 | 78% |
| ANOAX | Small Cap Growth Fund· American Century Mutual Funds, Inc. | Non-compliant | 157 | 77% |
| ANOCX | Small Cap Growth Fund· American Century Mutual Funds, Inc. | Non-compliant | 157 | 77% |
| ANODX | Small Cap Growth Fund· American Century Mutual Funds, Inc. | Non-compliant | 157 | 77% |
| ANOGX | Small Cap Growth Fund· American Century Mutual Funds, Inc. | Non-compliant | 157 | 77% |
| ANOHX | Small Cap Growth Fund· American Century Mutual Funds, Inc. | Non-compliant | 157 | 77% |
| ANOIX | Small Cap Growth Fund· American Century Mutual Funds, Inc. | Non-compliant | 157 | 77% |
| ANONX | Small Cap Growth Fund· American Century Mutual Funds, Inc. | Non-compliant | 157 | 77% |
| ANORX | Small Cap Growth Fund· American Century Mutual Funds, Inc. | Non-compliant | 157 | 77% |
| ANOYX | Small Cap Growth Fund· American Century Mutual Funds, Inc. | Non-compliant | 157 | 77% |
| ANPRX | Virtus NFJ Mid-Cap Value Fund· Virtus Investment Trust | Non-compliant | 71 | 89% |
| ANTGX | Non-U.S. Intrinsic Value Fund· American Century World Mutual Funds, Inc. | Non-compliant | 60 | 94% |
| ANTMX | International Small-Mid Cap Fund· American Century World Mutual Funds, Inc. | Non-compliant | 120 | 89% |
| ANTSX | International Small-Mid Cap Fund· American Century World Mutual Funds, Inc. | Non-compliant | 120 | 89% |
| ANTUX | Non-U.S. Intrinsic Value Fund· American Century World Mutual Funds, Inc. | Non-compliant | 57 | 93% |
| ANVHX | Non-U.S. Intrinsic Value Fund· American Century World Mutual Funds, Inc. | Non-compliant | 57 | 93% |
| ANVIX | Virtus NFJ Large-Cap Value Fund· Virtus Investment Trust | Non-compliant | 61 | 92% |
| ANVLX | Non-U.S. Intrinsic Value Fund· American Century World Mutual Funds, Inc. | Non-compliant | 60 | 94% |
| ANVMX | Non-U.S. Intrinsic Value Fund· American Century World Mutual Funds, Inc. | Non-compliant | 60 | 94% |
| ANVRX | Non-U.S. Intrinsic Value Fund· American Century World Mutual Funds, Inc. | Non-compliant | 60 | 94% |
| ANWFX | New Perspective Fund | Non-compliant | 295 | 95% |
| ANWPX | New Perspective Fund | Non-compliant | 295 | 95% |
| ANZAX | Virtus Convertible Fund· Virtus Strategy Trust | Non-compliant | 103 | 78% |
| ANZCX | Virtus Convertible Fund· Virtus Strategy Trust | Non-compliant | 103 | 78% |
| AOBLX | Victory Pioneer Balanced Fund· Victory Portfolios IV | Non-compliant | 845 | 88% |
| AOD | abrdn Total Dynamic Dividend Fund | Non-compliant | 86 | 99% |
| AOFAX | ALGER SMALL CAP FOCUS FUND· ALGER FUNDS | Non-compliant | 53 | 82% |
| AOFCX | ALGER SMALL CAP FOCUS FUND· ALGER FUNDS | Non-compliant | 53 | 82% |
| AOFIX | ALGER SMALL CAP FOCUS FUND· ALGER FUNDS | Non-compliant | 53 | 82% |
| AOFYX | ALGER SMALL CAP FOCUS FUND· ALGER FUNDS | Non-compliant | 53 | 82% |
| AOHY | Angel Oak High Yield Opportunities ETF· Angel Oak | Non-compliant | 187 | 25% |
| AOPAX | Virtus International Small-Cap Fund· Virtus Strategy Trust | Non-compliant | 139 | 73% |
30,394 funds · page 11 of 304