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
- 18,570
- Compliant
- 287
- Could not be decided
- 11,824
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 |
|---|---|---|---|---|
| STIRX | Victory Pioneer Strategic Income Fund· Victory Portfolios IV | Non-compliant | 1,315 | 48% |
| STISX | Federated Hermes Strategic Income Fund· Federated Hermes Fixed Income Securities, Inc. | Non-compliant | 282 | 18% |
| STITX | Virtus SGA International Growth Fund· Virtus Asset Trust | Non-compliant | 34 | 96% |
| STK | Columbia Seligman Premium Technology Growth Fund, Inc. | Non-compliant | 68 | 92% |
| STLYX | SIMT Tax-Managed Large Cap Fund· SEI INSTITUTIONAL MANAGED TRUST | Non-compliant | 321 | 95% |
| STMDX | Sterling Capital Real Estate Fund· Sterling Capital Funds | Non-compliant | 33 | 82% |
| STMGX | American Beacon Stephens Mid-Cap Growth Fund· AMERICAN BEACON FUNDS | Non-compliant | 96 | 90% |
| STMMX | Sterling Capital Real Estate Fund· Sterling Capital Funds | Non-compliant | 33 | 82% |
| STMOX | Sterling Capital Real Estate Fund· Sterling Capital Funds | Non-compliant | 33 | 82% |
| STMPX | SIMT Tax-Managed Small/Mid Cap Fund· SEI INSTITUTIONAL MANAGED TRUST | Non-compliant | 688 | 85% |
| STMSX | SIMT Tax-Managed Small/Mid Cap Fund· SEI INSTITUTIONAL MANAGED TRUST | Non-compliant | 688 | 85% |
| STNFX | Allspring Large Cap Growth Fund· ALLSPRING FUNDS TRUST | Non-compliant | 39 | 97% |
| STOFX | Allspring Large Cap Growth Fund· ALLSPRING FUNDS TRUST | Non-compliant | 39 | 97% |
| STOT | State Street(R) DoubleLine(R) Short Duration Total Return Tactical ETF· SSGA Active Trust | Non-compliant | 575 | 47% |
| STOX | Horizon Core Equity ETF· Horizon Funds | Non-compliant | 168 | 90% |
| STPZ | PIMCO 1-5 Year U.S. TIPS Index Exchange-Traded Fund· PIMCO ETF Trust | Non-compliant | 24 | 100% |
| STRAX | STERLING CAPITAL BEHAVIORAL LARGE CAP VALUE FUND· Sterling Capital Funds | Non-compliant | 113 | 89% |
| STRBX | Sterling Capital Behavioral Small Cap Value Fund· Sterling Capital Funds | Non-compliant | 251 | 79% |
| STRDX | Sterling Capital Total Return Bond Fund· Sterling Capital Funds | Non-compliant | 389 | 48% |
| STREX | Sterling Capital Equity Income Fund· Sterling Capital Funds | Non-compliant | 33 | 92% |
| STRFX | Sterling Capital Long Duration Corporate Bond Fund· Sterling Capital Funds | Non-compliant | 363 | 61% |
| STRGX | Sterling Capital Mid Cap Relative Value Fund· Sterling Capital Funds | Non-compliant | 48 | 92% |
| STRKX | Victory Pioneer Strategic Income Fund· Victory Portfolios IV | Non-compliant | 1,315 | 48% |
| STRLX | Sterling Capital Mid Cap Relative Value Fund· Sterling Capital Funds | Non-compliant | 48 | 92% |
| STRN | SMART Trend 25 ETF· Tidal Trust I | Non-compliant | 25 | 99% |
| STRNX | Sterling Capital Mid Cap Relative Value Fund· Sterling Capital Funds | Non-compliant | 48 | 92% |
| STRSX | Sterling Capital Special Opportunities Fund· Sterling Capital Funds | Non-compliant | 38 | 93% |
| STRV | Strive 500 ETF· EA Series Trust | Non-compliant | 509 | 98% |
| STRYX | Victory Pioneer Strategic Income Fund· Victory Portfolios IV | Non-compliant | 1,315 | 48% |
| STSAX | Allspring Common Stock Fund· ALLSPRING FUNDS TRUST | Non-compliant | 102 | 90% |
| STSCX | Sterling Capital Small Cap Value Fund· Sterling Capital Funds | Non-compliant | 46 | 82% |
| STSEX | BlackRock Exchange Portfolio· BlackRock Funds | Non-compliant | 26 | 90% |
| STSGX | American Beacon Stephens Small Cap Growth Fund· AMERICAN BEACON FUNDS | Non-compliant | 104 | 86% |
| STSIX | American Beacon Stephens Small Cap Growth Fund· AMERICAN BEACON FUNDS | Non-compliant | 104 | 86% |
| STSM | Defiance Daily Target 2x Short Tsm ETF· Tidal Trust II | Non-compliant | 6 | 54% |
| STSNX | Sterling Capital Small Cap Value Fund· Sterling Capital Funds | Non-compliant | 46 | 82% |
| STSOX | Sterling Capital Small Cap Value Fund· Sterling Capital Funds | Non-compliant | 46 | 82% |
| STSRX | American Beacon Stephens Small Cap Growth Fund· AMERICAN BEACON FUNDS | Non-compliant | 104 | 86% |
| STSVX | BNY Mellon Small Cap Value Fund· BNY Mellon Investment Funds I | Non-compliant | 114 | 83% |
| STTIX | NORTH SQUARE CORE PLUS BOND FUND· Exchange Place Advisors Trust | Non-compliant | 307 | 70% |
| STVTX | Virtus Ceredex Large-Cap Value Equity Fund· Virtus Asset Trust | Non-compliant | 59 | 92% |
| STVYX | SIMT Tax-Managed Managed Volatility Fund· SEI INSTITUTIONAL MANAGED TRUST | Non-compliant | 199 | 95% |
| STVZX | Virtus Ceredex Large-Cap Value Equity Fund· Virtus Asset Trust | Non-compliant | 59 | 92% |
| STWTX | Hartford Schroders Tax-Aware Bond Fund· HARTFORD MUTUAL FUNDS II, INC | Non-compliant | 153 | 32% |
| STWVX | Hartford Schroders Tax-Aware Bond Fund· HARTFORD MUTUAL FUNDS II, INC | Non-compliant | 153 | 32% |
| STXD | Strive 1000 Dividend Growth ETF· EA Series Trust | Non-compliant | 179 | 98% |
| STXE | Strive Emerging Markets Ex-China ETF· EA Series Trust | Non-compliant | 196 | 94% |
| STXF | Strive 500 ETF· EA Series Trust | Non-compliant | 509 | 98% |
| STXG | Strive 1000 Growth ETF· EA Series Trust | Non-compliant | 706 | 98% |
| STXI | Strive International Developed Markets ETF· EA Series Trust | Non-compliant | 243 | 95% |
| STXK | Strive Small-Cap ETF· EA Series Trust | Non-compliant | 602 | 82% |
| STXM | Strive Mid-Cap ETF· EA Series Trust | Non-compliant | 407 | 82% |
| STXT | Strive Total Return Bond ETF· Empowered Funds | Non-compliant | 211 | 67% |
| STXV | Strive 1000 Value ETF· EA Series Trust | Non-compliant | 709 | 95% |
| STYAX | Allspring Core Plus Bond Fund· ALLSPRING FUNDS TRUST | Non-compliant | 911 | 57% |
| STYIX | Allspring Short-Term High Income Fund· ALLSPRING FUNDS TRUST | Non-compliant | 189 | 35% |
| STYJX | Allspring Core Plus Bond Fund· ALLSPRING FUNDS TRUST | Non-compliant | 911 | 57% |
| SUBDX | Carillon Reams Unconstrained Bond Fund· Carillon Series Trust | Non-compliant | 297 | 42% |
| SUBEX | Carillon Reams Unconstrained Bond Fund· Carillon Series Trust | Non-compliant | 297 | 42% |
| SUBFX | Carillon Reams Unconstrained Bond Fund· Carillon Series Trust | Non-compliant | 297 | 42% |
| SUBTX | Carillon Reams Unconstrained Bond Fund· Carillon Series Trust | Non-compliant | 297 | 42% |
| SUHAX | DWS Health and Wellness Fund· DEUTSCHE DWS SECURITIES TRUST | Non-compliant | 65 | 96% |
| SUHCX | DWS Health and Wellness Fund· DEUTSCHE DWS SECURITIES TRUST | Non-compliant | 65 | 96% |
| SUHIX | DWS Health and Wellness Fund· DEUTSCHE DWS SECURITIES TRUST | Non-compliant | 65 | 96% |
| SUIAX | DWS CROCI (R) International Fund· DEUTSCHE DWS INTERNATIONAL FUND, INC. | Non-compliant | 85 | 97% |
| SUICX | DWS CROCI (R) International Fund· DEUTSCHE DWS INTERNATIONAL FUND, INC. | Non-compliant | 85 | 97% |
| SUIIX | DWS CROCI (R) International Fund· DEUTSCHE DWS INTERNATIONAL FUND, INC. | Non-compliant | 85 | 97% |
| SUIRX | DWS CROCI (R) International Fund· DEUTSCHE DWS INTERNATIONAL FUND, INC. | Non-compliant | 85 | 97% |
| SUPAX | DWS Equity Sector Strategy Fund· DEUTSCHE DWS ASSET ALLOCATION TRUST | Non-compliant | 261 | 97% |
| SUPCX | DWS Equity Sector Strategy Fund· DEUTSCHE DWS ASSET ALLOCATION TRUST | Non-compliant | 261 | 97% |
| SUPL | ProShares Supply Chain Logistics ETF· ProShares Trust | Non-compliant | 54 | 89% |
| SUPP | TCW Transform Supply Chain ETF· TCW ETF Trust | Non-compliant | 27 | 77% |
| SURE | AdvisorShares Insider Advantage ETF· AdvisorShares Trust | Non-compliant | 102 | 90% |
| SUSA | iShares ESG Optimized MSCI USA ETF· iShares Trust | Non-compliant | 195 | 97% |
| SUSAX | SIIT ULTRA SHORT DURATION BOND FUND· SEI INSTITUTIONAL INVESTMENTS TRUST | Non-compliant | 466 | 31% |
| SUSB | iShares ESG Aware 1-5 Year USD Corporate Bond ETF· iShares Trust | Non-compliant | 1,625 | 63% |
| SUSC | iShares ESG Aware USD Corporate Bond ETF· iShares Trust | Non-compliant | 3,971 | 60% |
| SUSIX | State Street Institutional U.S. Equity Fund· STATE STREET INSTITUTIONAL FUNDS | Non-compliant | 99 | 96% |
| SUSL | iShares ESG MSCI USA Leaders ETF· iShares Trust | Non-compliant | 265 | 98% |
| SUSSX | State Street Institutional U.S. Equity Fund· STATE STREET INSTITUTIONAL FUNDS | Non-compliant | 99 | 96% |
| SUSYX | SIMT U.S. Managed Volatility Fund· SEI INSTITUTIONAL MANAGED TRUST | Non-compliant | 235 | 95% |
| SUTAX | AB Sustainable US Thematic Portfolio· AB CAP FUND, INC. | Non-compliant | 39 | 94% |
| SUTCX | AB Sustainable US Thematic Portfolio· AB CAP FUND, INC. | Non-compliant | 39 | 94% |
| SUTZX | AB Sustainable US Thematic Portfolio· AB CAP FUND, INC. | Non-compliant | 39 | 94% |
| SUVAX | PGIM Quant Solutions Large-Cap Value Fund· Prudential Investment Portfolios 3 | Non-compliant | 274 | 92% |
| SUVCX | PGIM Quant Solutions Large-Cap Value Fund· Prudential Investment Portfolios 3 | Non-compliant | 274 | 92% |
| SUVQX | PGIM Quant Solutions Large-Cap Value Fund· Prudential Investment Portfolios 3 | Non-compliant | 274 | 92% |
| SUVZX | PGIM Quant Solutions Large-Cap Value Fund· Prudential Investment Portfolios 3 | Non-compliant | 274 | 92% |
| SUWAX | DWS Core Equity Fund· DEUTSCHE DWS INVESTMENT TRUST | Non-compliant | 98 | 98% |
| SUWCX | DWS Core Equity Fund· DEUTSCHE DWS INVESTMENT TRUST | Non-compliant | 98 | 98% |
| SUWIX | DWS Core Equity Fund· DEUTSCHE DWS INVESTMENT TRUST | Non-compliant | 98 | 98% |
| SUWZX | DWS Core Equity Fund· DEUTSCHE DWS INVESTMENT TRUST | Non-compliant | 98 | 98% |
| SVAAX | Federated Hermes Strategic Value Dividend Fund· Federated Hermes Equity Funds | Non-compliant | 47 | 91% |
| SVACX | Federated Hermes Strategic Value Dividend Fund· Federated Hermes Equity Funds | Non-compliant | 47 | 91% |
| SVAIX | Federated Hermes Strategic Value Dividend Fund· Federated Hermes Equity Funds | Non-compliant | 47 | 91% |
| SVAL | iShares US Small Cap Value Factor ETF· iShares Trust | Non-compliant | 262 | 77% |
| SVALX | Federated Hermes Strategic Value Dividend Fund· Federated Hermes Equity Funds | Non-compliant | 47 | 91% |
| SVARX | Spectrum Low Volatility Fund· Advisors Preferred Trust | Non-compliant | 18 | 17% |
| SVASX | Spectrum Low Volatility Fund· Advisors Preferred Trust | Non-compliant | 18 | 17% |
| SVAYX | SIMT Large Cap Value Fund· SEI INSTITUTIONAL MANAGED TRUST | Non-compliant | 244 | 95% |
30,394 funds · page 159 of 304