30,417 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
- 30,417
- Reached a verdict
- 18,589
- Compliant
- 280
- Could not be decided
- 11,828
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 |
|---|---|---|---|---|
| OBDCX | JPMorgan Core Plus Bond Fund· JPMorgan Trust II | Non-compliant | 2,860 | 54% |
| OBEGX | Oberweis Global Opportunities Fund· OBERWEIS FUNDS | Non-compliant | 57 | 83% |
| OBGIX | Oberweis Global Opportunities Fund· OBERWEIS FUNDS | Non-compliant | 57 | 83% |
| OBIIX | Oberweis International Opportunities Fund· OBERWEIS FUNDS | Non-compliant | 75 | 86% |
| OBIL | US Treasury 12 Month Bill ETF· RBB Fund, Inc. | Non-compliant | 2 | 100% |
| OBIOX | Oberweis International Opportunities Fund· OBERWEIS FUNDS | Non-compliant | 75 | 86% |
| OBMCX | Oberweis Micro-Cap Fund· OBERWEIS FUNDS | Non-compliant | 73 | 87% |
| OBND | State Street(R) Loomis Sayles Opportunistic Bond ETF· SSGA Active Trust | Non-compliant | 441 | 37% |
| OBOCX | JPMorgan Core Bond Fund· JPMorgan Trust II | Non-compliant | 3,453 | 72% |
| OBOR | KraneShares MSCI One Belt One Road Index ETF· Krane Shares Trust | Non-compliant | 118 | 83% |
| OBSIX | Oberweis Small-Cap Opportunities Fund· OBERWEIS FUNDS | Non-compliant | 78 | 87% |
| OBSOX | Oberweis Small-Cap Opportunities Fund· OBERWEIS FUNDS | Non-compliant | 78 | 87% |
| OCFIX | Optimum Fixed Income Fund· Optimum Fund Trust | Non-compliant | 1,488 | 60% |
| OCFS | Otter Creek Focus Strategy ETF· Professionally Managed Portfolios | Non-compliant | 29 | 81% |
| OCHIX | Oberweis China Opportunities Fund· OBERWEIS FUNDS | Non-compliant | 51 | 59% |
| OCIEX | Optimum International Fund· Optimum Fund Trust | Non-compliant | 636 | 89% |
| OCLGX | Optimum Large Cap Growth Fund· Optimum Fund Trust | Non-compliant | 146 | 99% |
| OCLVX | Optimum Large Cap Value Fund· Optimum Fund Trust | Non-compliant | 125 | 93% |
| OCMPX | Lazard International Quality Growth Portfolio· LAZARD FUNDS INC | Non-compliant | 47 | 93% |
| OCSGX | Optimum Small-Mid Cap Growth Fund· Optimum Fund Trust | Non-compliant | 190 | 84% |
| OCSVX | Optimum Small-Mid Cap Value Fund· Optimum Fund Trust | Non-compliant | 267 | 82% |
| OCTP | PGIM S&P 500 Buffer 12 ETF - October· PGIM Rock ETF Trust | Non-compliant | 17 | 99% |
| OCTZ | TrueShares Structured Outcome (October) ETF· Elevation Series Trust | Non-compliant | 19 | 89% |
| ODDS | Pacer BlueStar Digital Entertainment ETF· Pacer Funds Trust | Non-compliant | 43 | 83% |
| ODHY | Obra Defensive High Yield ETF· SPINNAKER ETF SERIES | Non-compliant | 145 | 19% |
| ODMCX | JPMorgan SMID Cap Equity Fund· JPMorgan Trust II | Non-compliant | 116 | 85% |
| OEF | iShares S&P 100 ETF· iShares Trust | Non-compliant | 104 | 98% |
| OEFA | ALPS | OShares International Developed Quality Dividend ETF· ALPS ETF TRUST | Non-compliant | 52 | 98% |
| OEI | Optimized Equity Income ETF· Listed Funds Trust | Non-compliant | 96 | 98% |
| OEICX | JPMorgan Equity Index Fund· JPMorgan Trust II | Non-compliant | 508 | 98% |
| OEPIX | OIL & GAS EQUIPMENT & SERVICES ULTRASECTOR PROFUND· ProFunds | Non-compliant | 45 | 65% |
| OEPSX | OIL & GAS EQUIPMENT & SERVICES ULTRASECTOR PROFUND· ProFunds | Non-compliant | 45 | 65% |
| OEQAX | Oaktree Emerging Markets Equity Fund· Brookfield Investment Funds | Non-compliant | 64 | 88% |
| OEQCX | Oaktree Emerging Markets Equity Fund· Brookfield Investment Funds | Non-compliant | 64 | 88% |
| OEQIX | Oaktree Emerging Markets Equity Fund· Brookfield Investment Funds | Non-compliant | 64 | 88% |
| OFAFX | Olstein All Cap Value Fund· Managed Portfolio Series | Non-compliant | 83 | 73% |
| OFALX | Olstein All Cap Value Fund· Managed Portfolio Series | Non-compliant | 83 | 73% |
| OFAVX | Olstein All Cap Value Fund· Managed Portfolio Series | Non-compliant | 83 | 73% |
| OFIGX | Oberweis Focused International Growth Fund· OBERWEIS FUNDS | Non-compliant | 40 | 85% |
| OFSAX | Olstein Strategic Opportunities Fund· Managed Portfolio Series | Non-compliant | 39 | 61% |
| OFSCX | Olstein Strategic Opportunities Fund· Managed Portfolio Series | Non-compliant | 39 | 61% |
| OFSFX | Olstein Strategic Opportunities Fund· Managed Portfolio Series | Non-compliant | 39 | 61% |
| OFVIX | O'Shaughnessy Market Leaders Value Fund· Advisors Series Trust | Non-compliant | 69 | 95% |
| OGEAX | JPMorgan Equity Index Fund· JPMorgan Trust II | Non-compliant | 508 | 98% |
| OGFAX | JPMorgan Equity Index Fund· JPMorgan Trust II | Non-compliant | 508 | 98% |
| OGGAX | JPMorgan Government Bond Fund· JPMorgan Trust II | Non-compliant | 328 | 94% |
| OGGFX | JPMorgan Small Cap Growth Fund· JPMorgan Trust II | Non-compliant | 145 | 73% |
| OGGPX | JPMorgan Government Bond Fund· JPMorgan Trust II | Non-compliant | 321 | 95% |
| OGGQX | JPMorgan Government Bond Fund· JPMorgan Trust II | Non-compliant | 328 | 94% |
| OGGYX | JPMorgan Government Bond Fund· JPMorgan Trust II | Non-compliant | 328 | 94% |
| OGHCX | JPMorgan High Yield Fund· JPMorgan Trust II | Non-compliant | 813 | 32% |
| OGIG | ALPS | OShares Global Internet Giants ETF· ALPS ETF TRUST | Non-compliant | 56 | 97% |
| OGLVX | JPMorgan Short Duration Bond Fund· JPMorgan Trust II | Non-compliant | 1,722 | 53% |
| OGVCX | JPMorgan Government Bond Fund· JPMorgan Trust II | Non-compliant | 328 | 94% |
| OHFIX | Oakhurst Fixed Income Fund· RBB Fund, Inc. | Non-compliant | 136 | 72% |
| OHYAX | JPMorgan High Yield Fund· JPMorgan Trust II | Non-compliant | 813 | 32% |
| OHYFX | JPMorgan High Yield Fund· JPMorgan Trust II | Non-compliant | 813 | 32% |
| OIEFX | JPMorgan Equity Income Fund· JPMorgan Trust II | Non-compliant | 83 | 98% |
| OIEIX | JPMorgan Equity Income Fund· JPMorgan Trust II | Non-compliant | 83 | 98% |
| OIEJX | JPMorgan Equity Income Fund· JPMorgan Trust II | Non-compliant | 83 | 98% |
| OIEPX | JPMorgan Equity Income Fund· JPMorgan Trust II | Non-compliant | 83 | 98% |
| OIEQX | JPMorgan Equity Income Fund· JPMorgan Trust II | Non-compliant | 83 | 98% |
| OIERX | JPMorgan Equity Income Fund· JPMorgan Trust II | Non-compliant | 83 | 98% |
| OIFIX | Optimum Fixed Income Fund· Optimum Fund Trust | Non-compliant | 1,488 | 60% |
| OIH | VanEck Oil Services ETF· VanEck ETF Trust | Non-compliant | 26 | 74% |
| OIIEX | Optimum International Fund· Optimum Fund Trust | Non-compliant | 636 | 89% |
| OILGX | Optimum Large Cap Growth Fund· Optimum Fund Trust | Non-compliant | 146 | 99% |
| OILVX | Optimum Large Cap Value Fund· Optimum Fund Trust | Non-compliant | 125 | 93% |
| OINCX | JPMorgan Equity Income Fund· JPMorgan Trust II | Non-compliant | 83 | 98% |
| OISGX | Optimum Small-Mid Cap Growth Fund· Optimum Fund Trust | Non-compliant | 190 | 84% |
| OISVX | Optimum Small-Mid Cap Value Fund· Optimum Fund Trust | Non-compliant | 267 | 82% |
| OKLS | Defiance Daily Target 2x Short Oklo ETF· Tidal Trust II | Non-compliant | 7 | 22% |
| OLGAX | JPMorgan Large Cap Growth Fund· JPMorgan Trust II | Non-compliant | 82 | 98% |
| OLGCX | JPMorgan Large Cap Growth Fund· JPMorgan Trust II | Non-compliant | 82 | 98% |
| OLVAX | JPMorgan Large Cap Value Fund· JPMorgan Trust II | Non-compliant | 104 | 97% |
| OLVCX | JPMorgan Large Cap Value Fund· JPMorgan Trust II | Non-compliant | 104 | 97% |
| OLVRX | JPMorgan Large Cap Value Fund· JPMorgan Trust II | Non-compliant | 104 | 97% |
| OLVTX | JPMorgan Large Cap Value Fund· JPMorgan Trust II | Non-compliant | 104 | 97% |
| OMCIX | Oberweis Micro-Cap Fund· OBERWEIS FUNDS | Non-compliant | 73 | 87% |
| OMFL | Invesco Russell 1000 Dynamic Multifactor ETF· Invesco Exchange-Traded Self-Indexed Fund Trust | Non-compliant | 635 | 98% |
| OMFS | Invesco Russell 2000 Dynamic Multifactor ETF· Invesco Exchange-Traded Self-Indexed Fund Trust | Non-compliant | 1,114 | 65% |
| OMGCX | JPMorgan Mid Cap Growth Fund· JPMorgan Trust II | Non-compliant | 119 | 93% |
| OND | ProShares On Demand ETF· ProShares Trust | Non-compliant | 34 | 83% |
| ONEO | State Street(R) SPDR(R) Russell 1000 Momentum Focus ETF· SPDR SERIES TRUST | Non-compliant | 938 | 93% |
| ONEQ | Fidelity Nasdaq Composite Index ETF· Fidelity Commonwealth Trust | Non-compliant | 1,030 | 91% |
| ONEV | State Street(R) SPDR(R) Russell 1000 Low Volatility Focus ETF· SPDR SERIES TRUST | Non-compliant | 452 | 91% |
| ONEY | State Street(R) SPDR(R) Russell 1000 Yield Focus ETF· SPDR SERIES TRUST | Non-compliant | 302 | 92% |
| ONIAX | JPMorgan Core Plus Bond Fund· JPMorgan Trust II | Non-compliant | 2,860 | 54% |
| ONLN | ProShares Online Retail ETF· ProShares Trust | Non-compliant | 27 | 95% |
| ONOF | Global X Adaptive U.S. Risk Management ETF· GLOBAL X FUNDS | Non-compliant | 504 | 97% |
| OPP | RiverNorth/DoubleLine Strategic Opportunity Fund Inc.· RIVERNORTH/DOUBLELINE STRATEGIC OPPORTUNITY FUND INC. | Non-compliant | 11,259 | 33% |
| OPP-PA | RiverNorth/DoubleLine Strategic Opportunity Fund Inc.· RIVERNORTH/DOUBLELINE STRATEGIC OPPORTUNITY FUND INC. | Non-compliant | 11,259 | 33% |
| OPP-PB | RiverNorth/DoubleLine Strategic Opportunity Fund Inc.· RIVERNORTH/DOUBLELINE STRATEGIC OPPORTUNITY FUND INC. | Non-compliant | 11,259 | 33% |
| OPPE | WisdomTree European Opportunities Fund· WisdomTree Trust | Non-compliant | 131 | 89% |
| OPPG | WisdomTree GeoAlpha Opportunities Fund· WisdomTree Trust | Non-compliant | 66 | 95% |
| OPPJ | WisdomTree Japan Opportunities Fund· WisdomTree Trust | Non-compliant | 91 | 96% |
| OPTCX | Optima Strategic Credit Fund· INVESTMENT MANAGERS SERIES TRUST II | Non-compliant | 2 | 62% |
| OPTZ | Optimize Strategy Index ETF· Advisor Managed Portfolios | Non-compliant | 339 | 73% |
| ORBX | Global X Space Tech ETF· GLOBAL X FUNDS | Non-compliant | 38 | 61% |
| ORDNX | NORTH SQUARE PREFERRED AND INCOME SECURITIES FUND· Exchange Place Advisors Trust | Non-compliant | 59 | 82% |
30,417 funds · page 124 of 305