30,377 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
- 30,377
- Reached a verdict
- 18,532
- Compliant
- 277
- Could not be decided
- 11,845
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 |
|---|---|---|---|---|
| QLV | FlexShares US Quality Low Volatility Index Fund· FlexShares Trust | Non-compliant | 126 | 95% |
| QLVD | FlexShares Developed Markets ex-US Quality Low Volatility Index Fund· FlexShares Trust | Non-compliant | 203 | 96% |
| QLVE | FlexShares Emerging Markets Quality Low Volatility Index Fund· FlexShares Trust | Non-compliant | 170 | 78% |
| QMID | WisdomTree U.S. MidCap Quality Growth Fund· WisdomTree Trust | Non-compliant | 125 | 93% |
| QMMY | FT Vest Nasdaq-100 Moderate Buffer ETF - May· First Trust Exchange-Traded Fund VIII | Non-compliant | 17 | 99% |
| QMOM | Alpha Architect U.S. Quantitative Momentum ETF· EA Series Trust | Non-compliant | 52 | 90% |
| QMORX | AQR Large Cap Momentum Style Fund· AQR Funds | Non-compliant | 286 | 94% |
| QNTAX | Sector Rotation Fund· Meeder Funds | Non-compliant | 646 | 60% |
| QNTIX | Sector Rotation Fund· Meeder Funds | Non-compliant | 646 | 60% |
| QNXT | iShares Nasdaq-100 ex Top 30 ETF· iShares Trust | Non-compliant | 74 | 91% |
| QPUX | Defiance 2x Daily Long Pure Quantum ETF· Tidal Trust II | Non-compliant | 10 | 55% |
| QQEW | First Trust Nasdaq-100 Select Equal Weight ETF· First Trust Exchange-Traded Fund | Non-compliant | 53 | 98% |
| QQQ | Invesco QQQ Trust, Series 1 | Non-compliant | 105 | 99% |
| QQQA | ProShares Nasdaq-100 Dorsey Wright Momentum ETF· ProShares Trust | Non-compliant | 25 | 100% |
| QQQE | Direxion NASDAQ-100 Equal Weighted Index Shares· Direxion Shares ETF Trust | Non-compliant | 104 | 96% |
| QQQG | Pacer Nasdaq 100 Top 50 Cash Cows Growth Leaders ETF· Pacer Funds Trust | Non-compliant | 52 | 89% |
| QQQJ | Invesco NASDAQ Next Gen 100 ETF· Invesco Exchange-Traded Fund Trust II | Non-compliant | 104 | 76% |
| QQQM | Invesco NASDAQ 100 ETF· Invesco Exchange-Traded Fund Trust II | Non-compliant | 105 | 99% |
| QQQS | Invesco NASDAQ Future Gen 200 ETF· Invesco Exchange-Traded Fund Trust II | Non-compliant | 204 | 64% |
| QQQX | Nuveen Nasdaq 100 Dynamic Overwrite Fund· Nuveen NASDAQ 100 Dynamic Overwrite Fund | Non-compliant | 231 | 93% |
| QQWZ | Pacer Cash COWZ 100-Nasdaq 100 Rotator ETF· Pacer Funds Trust | Non-compliant | 104 | 97% |
| QQXT | First Trust NASDAQ-100 Ex-Technology Sector Index Fund· First Trust Exchange-Traded Fund | Non-compliant | 57 | 96% |
| QRFT | QRAFT AI-Enhanced U.S. Large Cap ETF· Exchange Listed Funds Trust | Non-compliant | 300 | 96% |
| QRLGX | Federated Hermes MDT Large Cap Growth Fund· Federated Hermes MDT Series | Non-compliant | 97 | 98% |
| QRLVX | Federated Hermes MDT Large Cap Value Fund· Federated Hermes Adviser Series | Non-compliant | 125 | 94% |
| QRMI | Global X NASDAQ 100 Risk Managed Income ETF· GLOBAL X FUNDS | Non-compliant | 107 | 96% |
| QRSAX | FPA Queens Road Small Cap Value Fund· Investment Managers Series Trust III | Non-compliant | 48 | 73% |
| QRSIX | FPA Queens Road Small Cap Value Fund· Investment Managers Series Trust III | Non-compliant | 48 | 73% |
| QRSVX | FPA Queens Road Small Cap Value Fund· Investment Managers Series Trust III | Non-compliant | 48 | 73% |
| QRVLX | FPA Queens Road Value Fund· Investment Managers Series Trust III | Non-compliant | 29 | 88% |
| QSCCFX | College Retirement Equities Fund - Responsible Balanced Account· College Retirement Equities Fund | Non-compliant | 1,544 | 82% |
| QSIG | WisdomTree U.S. Short-Term Corporate Bond Fund· WisdomTree Trust | Non-compliant | 612 | 72% |
| QSML | WisdomTree U.S. SmallCap Quality Growth Fund· WisdomTree Trust | Non-compliant | 378 | 90% |
| QSMRX | AQR Small Cap Momentum Style Fund· AQR Funds | Non-compliant | 638 | 79% |
| QTEC | First Trust NASDAQ-100-Technology Sector Index Fund· First Trust Exchange-Traded Fund | Non-compliant | 49 | 95% |
| QTELX | AQR Emerging Multi-Style II Fund· AQR Funds | Non-compliant | 262 | 84% |
| QTENX | AQR Emerging Multi-Style II Fund· AQR Funds | Non-compliant | 262 | 84% |
| QTERX | AQR Emerging Multi-Style II Fund· AQR Funds | Non-compliant | 262 | 84% |
| QTPI | North Square RCIM Tax-Advantaged Preferred and· Exchange Place Advisors Trust | Non-compliant | 56 | 81% |
| QTR | Global X NASDAQ 100 Tail Risk ETF· GLOBAL X FUNDS | Non-compliant | 105 | 96% |
| QTUM | Defiance Quantum ETF· ETF Series Solutions | Non-compliant | 87 | 75% |
| QTUP | Defiance Pure Quantum ETF· Tidal Trust II | Non-compliant | 17 | 46% |
| QUACX | AB Small Cap Growth Portfolio· AB CAP FUND, INC. | Non-compliant | 116 | 67% |
| QUAIX | AB Small Cap Growth Portfolio· AB CAP FUND, INC. | Non-compliant | 116 | 67% |
| QUAKX | AB Small Cap Growth Portfolio· AB CAP FUND, INC. | Non-compliant | 116 | 67% |
| QUAL | iShares MSCI USA Quality Factor ETF· iShares Trust | Non-compliant | 127 | 98% |
| QUARX | AB Small Cap Growth Portfolio· AB CAP FUND, INC. | Non-compliant | 116 | 67% |
| QUASX | AB Small Cap Growth Portfolio· AB CAP FUND, INC. | Non-compliant | 116 | 67% |
| QUAYX | AB Small Cap Growth Portfolio· AB CAP FUND, INC. | Non-compliant | 116 | 67% |
| QUAZX | AB Small Cap Growth Portfolio· AB CAP FUND, INC. | Non-compliant | 116 | 67% |
| QUS | State Street(R) SPDR(R) MSCI USA StrategicFactors(SM) ETF· SPDR SERIES TRUST | Non-compliant | 531 | 97% |
| QUSA | VistaShares Target 15 USA Quality Income ETF· Tidal Trust III | Non-compliant | 100 | 95% |
| QUSIX | Pear tree polaris foreign value small cap fund· Pear Tree Funds | Non-compliant | 54 | 63% |
| QUSOX | Pear tree polaris foreign value small cap fund· Pear Tree Funds | Non-compliant | 54 | 63% |
| QUSRX | Pear tree polaris foreign value small cap fund· Pear Tree Funds | Non-compliant | 54 | 63% |
| QVAL | Alpha Architect U.S. Quantitative Value ETF· EA Series Trust | Non-compliant | 51 | 94% |
| QVG2Q | VIP Growth Portfolio· Variable Insurance Products Fund | Non-compliant | 145 | 94% |
| QVI2Q | VIP Index 500 Portfolio· Variable Insurance Products Fund II | Non-compliant | 507 | 93% |
| QVML | Invesco S&P 500 QVM Multi-Factor ETF· Invesco Exchange-Traded Fund Trust II | Non-compliant | 451 | 98% |
| QVMM | Invesco S&P Midcap 400 QVM Multi-Factor ETF· Invesco Exchange-Traded Fund Trust II | Non-compliant | 362 | 77% |
| QVMS | Invesco S&P SmallCap 600 QVM Multi-Factor ETF· Invesco Exchange-Traded Fund Trust II | Non-compliant | 532 | 75% |
| QVMT | Invesco S&P 500 Concentrated QVM ETF· Invesco Exchange-Traded Fund Trust II | Non-compliant | 101 | 100% |
| QVO2Q | VIP Overseas Portfolio· Variable Insurance Products Fund | Non-compliant | 78 | 87% |
| QVOL | Infrastructure Capital Nasdaq Option Income ETF· Series Portfolios Trust | Non-compliant | 61 | 94% |
| QWLD | State Street(R) SPDR(R) MSCI World StrategicFactors(SM) ETF· SPDR INDEX SHARES FUNDS | Non-compliant | 1,269 | 95% |
| QWVOX | Clearwater Select Equity Fund· Clearwater Investment Trust | Non-compliant | 951 | 85% |
| QWVPX | Clearwater Core Equity Fund· Clearwater Investment Trust | Non-compliant | 690 | 96% |
| QXQ | SGI Enhanced 100 ETF· RBB Fund, Inc. | Non-compliant | 7 | 73% |
| QYLD | Global X NASDAQ 100 Covered Call ETF· GLOBAL X FUNDS | Non-compliant | 104 | 96% |
| QYLG | Global X Nasdaq 100 Covered Call & Growth ETF· GLOBAL X FUNDS | Non-compliant | 104 | 97% |
| RA | Brookfield Real Assets Income Fund Inc. | Non-compliant | 608 | 29% |
| RAA | SMI 3Fourteen REAL Asset Allocation ETF· ETF Opportunities Trust | Non-compliant | 183 | 35% |
| RAAEX | Short-Term Bond Fund of America | Non-compliant | 1,460 | 48% |
| RAAFX | Royce Premier Fund· ROYCE FUND | Non-compliant | 52 | 93% |
| RAAGX | Short-Term Bond Fund of America | Non-compliant | 1,460 | 48% |
| RAAUX | Equity Income Fund· RUSSELL INVESTMENT CO | Non-compliant | 250 | 92% |
| RAAX | VanEck Real Assets ETF· VanEck ETF Trust | Non-compliant | 127 | 36% |
| RACK | VanEck Data Center Supply Chain ETF· VanEck ETF Trust | Non-compliant | 50 | 91% |
| RAEBX | AMCAP Fund | Non-compliant | 121 | 94% |
| RAEFX | AMCAP Fund | Non-compliant | 121 | 94% |
| RAFAX | AMCAP Fund | Non-compliant | 121 | 94% |
| RAFBX | AMCAP Fund | Non-compliant | 121 | 94% |
| RAFCX | AMCAP Fund | Non-compliant | 121 | 94% |
| RAFE | PIMCO RAFI ESG U.S. ETF· PIMCO Equity Series | Non-compliant | 292 | 98% |
| RAFEX | AMCAP Fund | Non-compliant | 121 | 94% |
| RAFFX | AMCAP Fund | Non-compliant | 121 | 94% |
| RAFGX | AMCAP Fund | Non-compliant | 121 | 94% |
| RAGHX | Virtus KAR Health Sciences Fund· Virtus Investment Trust | Non-compliant | 24 | 96% |
| RAIIX | Rainier International Discovery Series· Manning & Napier Fund, Inc. | Non-compliant | 95 | 81% |
| RAIRX | Rainier International Discovery Series· Manning & Napier Fund, Inc. | Non-compliant | 95 | 81% |
| RAIWX | Rainier International Discovery Series· Manning & Napier Fund, Inc. | Non-compliant | 95 | 81% |
| RALIX | Lazard Real Assets Portfolio· LAZARD FUNDS INC | Non-compliant | 184 | 72% |
| RALOX | Lazard Real Assets Portfolio· LAZARD FUNDS INC | Non-compliant | 184 | 72% |
| RALYX | Lazard Real Assets Portfolio· LAZARD FUNDS INC | Non-compliant | 184 | 72% |
| RAMAX | Short-Term Bond Fund of America | Non-compliant | 1,460 | 48% |
| RAMBX | Short-Term Bond Fund of America | Non-compliant | 1,460 | 48% |
| RAMCX | Short-Term Bond Fund of America | Non-compliant | 1,460 | 48% |
| RAMEX | Short-Term Bond Fund of America | Non-compliant | 1,460 | 48% |
| RAMFX | Short-Term Bond Fund of America | Non-compliant | 1,460 | 48% |
| RAMHX | American Balanced Fund | Non-compliant | 4,076 | 83% |
30,377 funds · page 139 of 304