30,352 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 |
|---|---|---|---|---|
| SEIM | SEI Enhanced U.S. Large Cap Momentum Factor ETF· SEI EXCHANGE TRADED FUNDS | Non-compliant | 71 | 98% |
| SEIQ | SEI Enhanced U.S. Large Cap Quality Factor ETF· SEI EXCHANGE TRADED FUNDS | Non-compliant | 65 | 95% |
| SEIRX | SIMT Real Estate Fund· SEI INSTITUTIONAL MANAGED TRUST | Non-compliant | 61 | 87% |
| SEIS | SEI Select Small Cap ETF· SEI EXCHANGE TRADED FUNDS | Non-compliant | 352 | 87% |
| SEITX | SIT International Equity Fund· SEI INSTITUTIONAL INTERNATIONAL TRUST | Non-compliant | 1,157 | 87% |
| SEIV | SEI Enhanced U.S. Large Cap Value Factor ETF· SEI EXCHANGE TRADED FUNDS | Non-compliant | 127 | 96% |
| SEIYX | SIMT High Yield Bond Fund· SEI INSTITUTIONAL MANAGED TRUST | Non-compliant | 1,388 | 26% |
| SEKAX | DWS Emerging Markets Equity Fund· DEUTSCHE DWS INTERNATIONAL FUND, INC. | Non-compliant | 70 | 87% |
| SEKCX | DWS Emerging Markets Equity Fund· DEUTSCHE DWS INTERNATIONAL FUND, INC. | Non-compliant | 70 | 87% |
| SEKIX | DWS Emerging Markets Equity Fund· DEUTSCHE DWS INTERNATIONAL FUND, INC. | Non-compliant | 70 | 87% |
| SEKRX | DWS Emerging Markets Equity Fund· DEUTSCHE DWS INTERNATIONAL FUND, INC. | Non-compliant | 70 | 87% |
| SELCX | SIMT Large Cap Growth Fund· SEI INSTITUTIONAL MANAGED TRUST | Non-compliant | 272 | 95% |
| SELV | SEI Enhanced Low Volatility U.S. Large Cap ETF· SEI EXCHANGE TRADED FUNDS | Non-compliant | 78 | 100% |
| SEMCX | SIMT Mid-Cap Fund· SEI INSTITUTIONAL MANAGED TRUST | Non-compliant | 353 | 92% |
| SEMG | Suncoast Select Growth ETF· EA Series Trust | Non-compliant | 25 | 91% |
| SEMGX | DWS Emerging Markets Equity Fund· DEUTSCHE DWS INTERNATIONAL FUND, INC. | Non-compliant | 70 | 87% |
| SEMIX | Medalist Partners Short Duration Fund· Advisors Series Trust | Non-compliant | 185 | 13% |
| SEMMX | Medalist Partners MBS Total Return Fund· Advisors Series Trust | Non-compliant | 170 | 8% |
| SEMNX | Hartford Schroders Emerging Markets Equity Fund· HARTFORD MUTUAL FUNDS II, INC | Non-compliant | 97 | 93% |
| SEMOX | Medalist Partners MBS Total Return Fund· Advisors Series Trust | Non-compliant | 170 | 8% |
| SEMPX | Medalist Partners MBS Total Return Fund· Advisors Series Trust | Non-compliant | 170 | 8% |
| SEMRX | Medalist Partners Short Duration Fund· Advisors Series Trust | Non-compliant | 185 | 13% |
| SEMTX | Hartford Schroders Emerging Markets Equity Fund· HARTFORD MUTUAL FUNDS II, INC | Non-compliant | 97 | 93% |
| SEMVX | Hartford Schroders Emerging Markets Equity Fund· HARTFORD MUTUAL FUNDS II, INC | Non-compliant | 97 | 93% |
| SEMY | GraniteShares YieldBOOST Semiconductor ETF· GraniteShares ETF Trust | Non-compliant | 8 | 93% |
| SENAX | Allspring Mid Cap Growth Fund· ALLSPRING FUNDS TRUST | Non-compliant | 58 | 98% |
| SENCX | Touchstone Strategic Trust-Touchstone Large Cap Focused Fund· Touchstone Strategic Trust | Non-compliant | 47 | 99% |
| SEPI | Shelton Equity Premium Income ETF· SCM Trust | Non-compliant | 137 | 94% |
| SEPKX | Allspring Mid Cap Growth Fund· ALLSPRING FUNDS TRUST | Non-compliant | 58 | 98% |
| SEPP | PGIM S&P 500 Buffer 12 ETF - September· PGIM Rock ETF Trust | Non-compliant | 13 | 99% |
| SEPZ | TrueShares Structured Outcome (September) ETF· Elevation Series Trust | Non-compliant | 15 | 87% |
| SEQFX | SIT Emerging Markets Equity Fund· SEI INSTITUTIONAL INTERNATIONAL TRUST | Non-compliant | 515 | 81% |
| SEQUX | Sequoia Fund Inc | Non-compliant | 25 | 100% |
| SESGX | Sit ESG Growth Fund· SIT MUTUAL FUNDS INC | Non-compliant | 55 | 88% |
| SESLX | 1919 Socially Responsive Balanced Fund· Advisor Managed Portfolios | Non-compliant | 209 | 94% |
| SESVX | SIMT Small Cap Value Fund· SEI INSTITUTIONAL MANAGED TRUST | Non-compliant | 449 | 80% |
| SETAX | SIMT Real Estate Fund· SEI INSTITUTIONAL MANAGED TRUST | Non-compliant | 61 | 87% |
| SETM | Sprott Critical Materials ETF· SPROTT FUNDS TRUST | Non-compliant | 160 | 79% |
| SETYX | SIMT S&P 500 Index Fund· SEI INSTITUTIONAL MANAGED TRUST | Non-compliant | 507 | 95% |
| SEUIX | SIMT Large Cap Value Fund· SEI INSTITUTIONAL MANAGED TRUST | Non-compliant | 244 | 94% |
| SEVIX | SIMT U.S. Managed Volatility Fund· SEI INSTITUTIONAL MANAGED TRUST | Non-compliant | 235 | 95% |
| SFAAX | Allspring Index Asset Allocation Fund· ALLSPRING FUNDS TRUST | Non-compliant | 608 | 95% |
| SFAFX | Goldman Sachs Strategic Factor Allocation Fund· GOLDMAN SACHS TRUST | Non-compliant | 724 | 85% |
| SFCWX | SMALLCAP World Fund Inc | Non-compliant | 862 | 80% |
| SFDYX | SIMT Mid-Cap Fund· SEI INSTITUTIONAL MANAGED TRUST | Non-compliant | 353 | 92% |
| SFECX | NAA LARGE CORE FUND· New Age Alpha Funds Trust | Non-compliant | 142 | 96% |
| SFENX | Schwab Fundamental Emerging Markets Equity Index Fund· SCHWAB CAPITAL TRUST | Non-compliant | 347 | 94% |
| SFEPX | NAA LARGE CORE FUND· New Age Alpha Funds Trust | Non-compliant | 142 | 96% |
| SFGIX | Seafarer Overseas Growth and Income Fund· FINANCIAL INVESTORS TRUST | Non-compliant | 55 | 78% |
| SFGRX | Seafarer Overseas Growth and Income Fund· FINANCIAL INVESTORS TRUST | Non-compliant | 55 | 78% |
| SFGV | Sequoia Global Value ETF· EA Series Trust | Non-compliant | 524 | 52% |
| SFILX | Schwab Fundamental International Small Equity Index Fund· SCHWAB CAPITAL TRUST | Non-compliant | 1,573 | 88% |
| SFITX | State Farm Interim Fund· Advisers Investment Trust | Non-compliant | 134 | 100% |
| SFLNX | Schwab Fundamental U.S. Large Company Index Fund· SCHWAB CAPITAL TRUST | Non-compliant | 738 | 96% |
| SFLO | VictoryShares Small Cap Free Cash Flow ETF· Victory Portfolios II | Non-compliant | 206 | 81% |
| SFMIX | American Beacon Stephens Mid-Cap Growth Fund· AMERICAN BEACON FUNDS | Non-compliant | 96 | 90% |
| SFMRX | American Beacon Stephens Mid-Cap Growth Fund· AMERICAN BEACON FUNDS | Non-compliant | 96 | 90% |
| SFNNX | Schwab Fundamental International Equity Index Fund· SCHWAB CAPITAL TRUST | Non-compliant | 888 | 96% |
| SFREX | Schwab Fundamental Global Real Estate Index Fund· SCHWAB CAPITAL TRUST | Non-compliant | 310 | 86% |
| SFSLX | 1919 Financial Services Fund· Advisor Managed Portfolios | Non-compliant | 42 | 88% |
| SFSNX | Schwab Fundamental U.S. Small Company Index Fund· SCHWAB CAPITAL TRUST | Non-compliant | 920 | 85% |
| SFTEX | American Funds Short-Term Tax-Exempt Bond Fund | Non-compliant | 1,256 | 7% |
| SFTY | Horizon Managed Risk ETF· Horizon Funds | Non-compliant | 164 | 90% |
| SFVLX | Seafarer Overseas Value Fund· FINANCIAL INVESTORS TRUST | Non-compliant | 42 | 81% |
| SFVRX | Seafarer Overseas Value Fund· FINANCIAL INVESTORS TRUST | Non-compliant | 42 | 81% |
| SFY | Sofi Select 500 ETF· Tidal Trust I | Non-compliant | 503 | 94% |
| SFYF | Sofi Social 50 ETF· Tidal Trust I | Non-compliant | 52 | 95% |
| SFYX | Sofi Next 500 ETF· Tidal Trust I | Non-compliant | 496 | 65% |
| SGAAX | Virtus SGA Global Growth Fund· Virtus Equity Trust | Non-compliant | 35 | 100% |
| SGACX | Virtus SGA Global Growth Fund· Virtus Equity Trust | Non-compliant | 35 | 100% |
| SGAPX | Virtus SGA Global Growth Fund· Virtus Equity Trust | Non-compliant | 35 | 100% |
| SGARX | Virtus SGA Global Growth Fund· Virtus Equity Trust | Non-compliant | 35 | 100% |
| SGENX | First Eagle Global Fund· First Eagle Funds | Non-compliant | 226 | 81% |
| SGFCX | Sparrow Growth Fund· SPARROW FUNDS | Non-compliant | 90 | 98% |
| SGFFX | Sparrow Growth Fund· SPARROW FUNDS | Non-compliant | 90 | 98% |
| SGGAX | DWS Large Cap Focus Growth Fund· DEUTSCHE DWS INVESTMENT TRUST | Non-compliant | 55 | 96% |
| SGGCX | DWS Large Cap Focus Growth Fund· DEUTSCHE DWS INVESTMENT TRUST | Non-compliant | 55 | 96% |
| SGGIX | DWS Large Cap Focus Growth Fund· DEUTSCHE DWS INVESTMENT TRUST | Non-compliant | 55 | 96% |
| SGHAX | DWS Global High Income Fund· DEUTSCHE DWS INCOME TRUST | Non-compliant | 308 | 27% |
| SGHCX | DWS Global High Income Fund· DEUTSCHE DWS INCOME TRUST | Non-compliant | 308 | 27% |
| SGHIX | Saturna Global High Income Fund· SATURNA INVESTMENT TRUST | Non-compliant | 33 | 82% |
| SGHRX | DWS Global High Income Fund· DEUTSCHE DWS INCOME TRUST | Non-compliant | 308 | 27% |
| SGHSX | DWS Global High Income Fund· DEUTSCHE DWS INCOME TRUST | Non-compliant | 308 | 27% |
| SGICX | SGI U.S. Large Cap Equity Fund· RBB Fund, Inc. | Non-compliant | 101 | 92% |
| SGIDX | Steward Global Equity Income Fund· Steward Funds Inc | Non-compliant | 66 | 92% |
| SGIFX | Steward Global Equity Income Fund· Steward Funds Inc | Non-compliant | 66 | 92% |
| SGIGX | Steward Global Equity Income Fund· Steward Funds Inc | Non-compliant | 66 | 92% |
| SGIIX | First Eagle Global Fund· First Eagle Funds | Non-compliant | 226 | 81% |
| SGISX | Steward Global Equity Income Fund· Steward Funds Inc | Non-compliant | 66 | 92% |
| SGLAX | SGI Global Equity Fund· RBB Fund, Inc. | Non-compliant | 116 | 74% |
| SGLC | SGI U.S. Large Cap Core ETF· RBB Fund, Inc. | Non-compliant | 138 | 92% |
| SGLIX | SGI Global Equity Fund· RBB Fund, Inc. | Non-compliant | 116 | 74% |
| SGLVX | SGI U.S. Large Cap Equity Fund· RBB Fund, Inc. | Non-compliant | 101 | 92% |
| SGLYX | SIMT Global Managed Volatility Fund· SEI INSTITUTIONAL MANAGED TRUST | Non-compliant | 493 | 94% |
| SGMAX | SIIT GLOBAL MANAGED VOLATILITY FUND· SEI INSTITUTIONAL INVESTMENTS TRUST | Non-compliant | 602 | 91% |
| SGMIX | SIMT Global Managed Volatility Fund· SEI INSTITUTIONAL MANAGED TRUST | Non-compliant | 493 | 94% |
| SGNFX | Sparrow Growth Fund· SPARROW FUNDS | Non-compliant | 90 | 98% |
| SGOIX | First Eagle Overseas Fund· First Eagle Funds | Non-compliant | 178 | 82% |
| SGOV | iShares 0-3 Month Treasury Bond ETF· iShares Trust | Non-compliant | 24 | 99% |
| SGOVX | First Eagle Overseas Fund· First Eagle Funds | Non-compliant | 178 | 82% |
30,352 funds · page 152 of 304