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
- 18,587
- Compliant
- 277
- Could not be decided
- 11,830
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 |
|---|---|---|---|---|
| SKYY | First Trust Cloud Computing ETF· First Trust Exchange-Traded Fund II | Non-compliant | 65 | 93% |
| SLADX | Selected American Shares· SELECTED AMERICAN SHARES INC | Non-compliant | 45 | 78% |
| SLAFX | DWS Latin America Equity Fund· DEUTSCHE DWS INTERNATIONAL FUND, INC. | Non-compliant | 66 | 73% |
| SLANX | DWS Latin America Equity Fund· DEUTSCHE DWS INTERNATIONAL FUND, INC. | Non-compliant | 66 | 73% |
| SLAPX | DWS Latin America Equity Fund· DEUTSCHE DWS INTERNATIONAL FUND, INC. | Non-compliant | 66 | 73% |
| SLARX | DWS Latin America Equity Fund· DEUTSCHE DWS INTERNATIONAL FUND, INC. | Non-compliant | 66 | 73% |
| SLASX | Selected American Shares· SELECTED AMERICAN SHARES INC | Non-compliant | 45 | 78% |
| SLCAX | SIIT LARGE CAP FUND· SEI INSTITUTIONAL INVESTMENTS TRUST | Non-compliant | 436 | 93% |
| SLCCX | ClearBridge Large Cap Growth Fund· Legg Mason Partners Investment Trust | Non-compliant | 45 | 87% |
| SLCGX | Saratoga Large Capitalization Growth Portfolio· SARATOGA ADVANTAGE TRUST | Non-compliant | 57 | 99% |
| SLCVX | Saratoga Large Capitalization Value Portfolio· SARATOGA ADVANTAGE TRUST | Non-compliant | 24 | 95% |
| SLDAX | SIIT LONG DURATION CREDIT BOND FUND· SEI INSTITUTIONAL INVESTMENTS TRUST | Non-compliant | 1,556 | 56% |
| SLDBX | SIIT LIMITED DURATION BOND FUND· SEI INSTITUTIONAL INVESTMENTS TRUST | Non-compliant | 514 | 47% |
| SLDR | Global X Short-Term Treasury Ladder ETF· GLOBAL X FUNDS | Non-compliant | 87 | 100% |
| SLGAX | SIMT Large Cap Fund· SEI INSTITUTIONAL MANAGED TRUST | Non-compliant | 324 | 95% |
| SLGCX | Saratoga Large Capitalization Growth Portfolio· SARATOGA ADVANTAGE TRUST | Non-compliant | 57 | 99% |
| SLGFX | SIMT LARGE CAP INDEX FUND· SEI INSTITUTIONAL MANAGED TRUST | Non-compliant | 1,030 | 95% |
| SLGYX | Saratoga Large Capitalization Growth Portfolio· SARATOGA ADVANTAGE TRUST | Non-compliant | 57 | 99% |
| SLLAX | SIMT Small Cap Fund· SEI INSTITUTIONAL MANAGED TRUST | Non-compliant | 715 | 84% |
| SLMCX | Columbia Seligman Technology and Information Fund· Columbia Funds Series Trust II | Non-compliant | 81 | 92% |
| SLPAX | SIIT SMALL CAP FUND· SEI INSTITUTIONAL INVESTMENTS TRUST | Non-compliant | 564 | 82% |
| SLPIX | SMALL-CAP PROFUND· ProFunds | Non-compliant | 1,971 | 25% |
| SLPSX | SMALL-CAP PROFUND· ProFunds | Non-compliant | 1,971 | 25% |
| SLQD | iShares 0-5 Year Investment Grade Corporate Bond ETF· iShares Trust | Non-compliant | 3,054 | 64% |
| SLRYX | SIMT Large Cap Growth Fund· SEI INSTITUTIONAL MANAGED TRUST | Non-compliant | 272 | 95% |
| SLSDX | Selected International Fund· SELECTED INTERNATIONAL FUND, INC | Non-compliant | 27 | 72% |
| SLSSX | Selected International Fund· SELECTED INTERNATIONAL FUND, INC | Non-compliant | 27 | 72% |
| SLVAX | Columbia Select Large Cap Value Fund· Columbia Funds Series Trust II | Non-compliant | 41 | 98% |
| SLVCX | Saratoga Large Capitalization Value Portfolio· SARATOGA ADVANTAGE TRUST | Non-compliant | 24 | 95% |
| SLVIX | Columbia Select Large Cap Value Fund· Columbia Funds Series Trust II | Non-compliant | 41 | 98% |
| SLVRX | Columbia Select Large Cap Value Fund· Columbia Funds Series Trust II | Non-compliant | 40 | 97% |
| SLVYX | Saratoga Large Capitalization Value Portfolio· SARATOGA ADVANTAGE TRUST | Non-compliant | 24 | 95% |
| SLWGX | SLOW CAPITAL GROWTH FUND· Valued Advisers Trust | Non-compliant | 32 | 97% |
| SLWS | SLW Short Duration Income ETF· SPEND LIFE WISELY FUNDS INVESTMENT TRUST | Non-compliant | 201 | 32% |
| SLWTX | SLW Short Term Government Fund· SPEND LIFE WISELY FUNDS INVESTMENT TRUST | Non-compliant | 20 | 82% |
| SLX | VanEck Steel ETF· VanEck ETF Trust | Non-compliant | 40 | 89% |
| SLYCX | SIMT Large Cap Fund· SEI INSTITUTIONAL MANAGED TRUST | Non-compliant | 324 | 95% |
| SLYG | State Street(R) SPDR(R) S & P 600(TM) Small Cap Growth ETF· SPDR SERIES TRUST | Non-compliant | 351 | 87% |
| SLYV | State Street(R) SPDR(R) S & P 600(TM) Small Cap Value ETF· SPDR SERIES TRUST | Non-compliant | 465 | 80% |
| SMAMX | ALPS | Smith Total Return Bond Fund· FINANCIAL INVESTORS TRUST | Non-compliant | 1,651 | 77% |
| SMAP | Amplify Small-Mid Cap Equity ETF· Amplify ETF Trust | Non-compliant | 59 | 78% |
| SMAPX | WESTWOOD SALIENT MLP & ENERGY· Ultimus Managers Trust | Non-compliant | 53 | 81% |
| SMARX | Brandes Separately Managed Account Reserve Trust Fund· Datum One Series Trust | Non-compliant | 55 | 10% |
| SMASX | ALPS | Smith Short Duration Bond Fund· FINANCIAL INVESTORS TRUST | Non-compliant | 213 | 59% |
| SMAY | FT Vest U.S. Small Cap Moderate Buffer ETF - May· First Trust Exchange-Traded Fund VIII | Non-compliant | 17 | 99% |
| SMAYX | SIMT Small Cap Growth Fund· SEI INSTITUTIONAL MANAGED TRUST | Non-compliant | 235 | 90% |
| SMBS | Schwab Mortgage-Backed Securities ETF· SCHWAB STRATEGIC TRUST | Non-compliant | 4,318 | 99% |
| SMBYX | ClearBridge Mid Cap Fund· Legg Mason Partners Investment Trust | Non-compliant | 68 | 91% |
| SMCAX | ALPS | Smith Credit Opportunities Fund· FINANCIAL INVESTORS TRUST | Non-compliant | 264 | 49% |
| SMCCX | ALPS | Smith Credit Opportunities Fund· FINANCIAL INVESTORS TRUST | Non-compliant | 264 | 49% |
| SMCF | Themes US Small Cap Cash Flow Champions ETF· Themes ETF Trust | Non-compliant | 75 | 81% |
| SMCFX | SMALLCAP World Fund Inc | Non-compliant | 862 | 80% |
| SMCHX | ALPS | Smith Total Return Bond Fund· FINANCIAL INVESTORS TRUST | Non-compliant | 1,651 | 77% |
| SMCMX | ALPS | Smith Short Duration Bond Fund· FINANCIAL INVESTORS TRUST | Non-compliant | 213 | 59% |
| SMCO | Hilton Small-MidCap Opportunity ETF· Tidal Trust II | Non-compliant | 63 | 84% |
| SMCP | SMART Mid Cap ETF· Tidal Trust I | Non-compliant | 32 | 76% |
| SMCPX | ClearBridge Mid Cap Fund· Legg Mason Partners Investment Trust | Non-compliant | 68 | 91% |
| SMCRX | ALPS | Smith Credit Opportunities Fund· FINANCIAL INVESTORS TRUST | Non-compliant | 264 | 49% |
| SMCVX | ALPS | Smith Credit Opportunities Fund· FINANCIAL INVESTORS TRUST | Non-compliant | 264 | 49% |
| SMCWX | SMALLCAP World Fund Inc | Non-compliant | 862 | 80% |
| SMCX | Defiance Daily Target 2x Long Smci ETF· Tidal Trust II | Non-compliant | 11 | 64% |
| SMDEX | American Funds U.S. Small & Mid Cap Equity Fund | Non-compliant | 175 | 87% |
| SMDGX | American Funds U.S. Small & Mid Cap Equity Fund | Non-compliant | 175 | 87% |
| SMDHX | American Funds U.S. Small & Mid Cap Equity Fund | Non-compliant | 196 | 86% |
| SMDIX | Hartford Schroders US MidCap Opportunities Fund· HARTFORD MUTUAL FUNDS II, INC | Non-compliant | 74 | 88% |
| SMDJX | American Funds U.S. Small & Mid Cap Equity Fund | Non-compliant | 175 | 87% |
| SMDKX | American Funds U.S. Small & Mid Cap Equity Fund | Non-compliant | 175 | 87% |
| SMDLX | ClearBridge Tactical Dividend Income Fund· Legg Mason Partners Investment Trust | Non-compliant | 81 | 88% |
| SMDNX | American Funds U.S. Small & Mid Cap Equity Fund | Non-compliant | 196 | 87% |
| SMDRX | Hartford Schroders US MidCap Opportunities Fund· HARTFORD MUTUAL FUNDS II, INC | Non-compliant | 74 | 88% |
| SMDSX | ALPS | Smith Short Duration Bond Fund· FINANCIAL INVESTORS TRUST | Non-compliant | 213 | 59% |
| SMDV | ProShares Russell 2000 Dividend Growers ETF· ProShares Trust | Non-compliant | 106 | 81% |
| SMDVX | Hartford Schroders US MidCap Opportunities Fund· HARTFORD MUTUAL FUNDS II, INC | Non-compliant | 74 | 88% |
| SMDX | Intech S&P Small-Mid Cap Diversified Alpha ETF· Tidal Trust III | Non-compliant | 526 | 86% |
| SMEAX | Invesco Small Cap Equity Fund· AIM Funds Group (Invesco Funds Group) | Non-compliant | 86 | 78% |
| SMECX | Invesco Small Cap Equity Fund· AIM Funds Group (Invesco Funds Group) | Non-compliant | 86 | 78% |
| SMEFX | Invesco Small Cap Equity Fund· AIM Funds Group (Invesco Funds Group) | Non-compliant | 86 | 78% |
| SMEIX | Invesco Small Cap Equity Fund· AIM Funds Group (Invesco Funds Group) | Non-compliant | 86 | 78% |
| SMERX | Invesco Small Cap Equity Fund· AIM Funds Group (Invesco Funds Group) | Non-compliant | 86 | 78% |
| SMEYX | Invesco Small Cap Equity Fund· AIM Funds Group (Invesco Funds Group) | Non-compliant | 86 | 78% |
| SMFAX | American Beacon Stephens Mid-Cap Growth Fund· AMERICAN BEACON FUNDS | Non-compliant | 96 | 90% |
| SMFCX | American Beacon Stephens Mid-Cap Growth Fund· AMERICAN BEACON FUNDS | Non-compliant | 96 | 90% |
| SMFPX | WESTWOOD SALIENT MLP & ENERGY· Ultimus Managers Trust | Non-compliant | 53 | 84% |
| SMFYX | American Beacon Stephens Mid-Cap Growth Fund· AMERICAN BEACON FUNDS | Non-compliant | 96 | 90% |
| SMGEX | Columbia Contrarian Core Fund· COLUMBIA FUNDS SERIES TRUST I | Non-compliant | 78 | 98% |
| SMGIX | Columbia Contrarian Core Fund· COLUMBIA FUNDS SERIES TRUST I | Non-compliant | 78 | 98% |
| SMIG | Bahl & Gaynor Small/Mid Cap Income Growth ETF· ETF Series Solutions | Non-compliant | 41 | 83% |
| SMIN | iShares MSCI India Small-Cap ETF· iShares Trust | Non-compliant | 464 | 95% |
| SMINX | SIMT Tax-Managed International Managed Volatility Fund· SEI INSTITUTIONAL MANAGED TRUST | Non-compliant | 582 | 89% |
| SMIPX | Saratoga Mid Capitalization Portfolio· SARATOGA ADVANTAGE TRUST | Non-compliant | 66 | 89% |
| SMITX | Invesco Summit Fund· AIM Equity Funds (Invesco Equity Funds) | Non-compliant | 59 | 99% |
| SMIZ | Zacks Small/Mid Cap ETF· Zacks Trust | Non-compliant | 201 | 93% |
| SMLF | iShares U.S. Small-Cap Equity Factor ETF· iShares Trust | Non-compliant | 934 | 80% |
| SMLKX | S&P SmallCap Index Fund· SHELTON FUNDS | Non-compliant | 586 | 86% |
| SMLL | Harbor Active Small Cap ETF· Harbor ETF Trust | Non-compliant | 50 | 93% |
| SMLPX | WESTWOOD SALIENT MLP & ENERGY· Ultimus Managers Trust | Non-compliant | 53 | 84% |
| SMLV | State Street(R) SPDR(R) US Small Cap Low Volatility Index ETF· SPDR SERIES TRUST | Non-compliant | 406 | 73% |
| SMLYX | SIMT Multi-Asset Capital Stability Fund· SEI INSTITUTIONAL MANAGED TRUST | Non-compliant | 122 | 67% |
| SMMD | iShares Russell 2500 ETF· iShares Trust | Non-compliant | 519 | 38% |
| SMMIX | Invesco Summit Fund· AIM Equity Funds (Invesco Equity Funds) | Non-compliant | 59 | 99% |
30,417 funds · page 155 of 305