30,382 funds screened by look-through to their filed holdings
Browse
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
- 30,382
- Reached a verdict
- 18,520
- Compliant
- 281
- Could not be decided
- 11,862
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 |
|---|---|---|---|---|
| USEMX | Victory Emerging Markets Fund· Victory Portfolios III | Non-compliant | 286 | 82% |
| USEW | Cambria US EW ETF· EA Series Trust | Non-compliant | 425 | 63% |
| USFE | First Eagle US Equity ETF· First Eagle ETF Trust | Non-compliant | 56 | 86% |
| USFR | WisdomTree Floating Rate Treasury Fund· WisdomTree Trust | Non-compliant | 5 | 100% |
| USGFX | U.S. Government Securities Fund· AMERICAN FUNDS INCOME SERIES | Non-compliant | 1,526 | 92% |
| USGLX | U.S. Global Leaders Growth Fund· John Hancock Capital Series | Non-compliant | 28 | 94% |
| USGNX | Victory Government Securities Fund· Victory Portfolios III | Non-compliant | 511 | 95% |
| USGRX | Victory Growth & Income Fund· Victory Portfolios III | Non-compliant | 443 | 97% |
| USHY | iShares Broad USD High Yield Corporate Bond ETF· iShares Trust | Non-compliant | 1,905 | 24% |
| USHYX | Victory High Income Fund· Victory Portfolios III | Non-compliant | 520 | 21% |
| USIAX | UBS Ultra Short Income Fund· UBS SERIES FUNDS | Non-compliant | 152 | 45% |
| USIBX | Victory Core Plus Intermediate Bond Fund· Victory Portfolios III | Non-compliant | 1,506 | 54% |
| USIFX | Victory International Fund· Victory Portfolios III | Non-compliant | 442 | 86% |
| USIG | iShares Broad USD Investment Grade Corporate Bond ETF· iShares Trust | Non-compliant | 11,460 | 55% |
| USIN | WisdomTree 7-10 Year Laddered Treasury Fund· WisdomTree Trust | Non-compliant | 13 | 99% |
| USIPX | UBS Ultra Short Income Fund· UBS SERIES FUNDS | Non-compliant | 152 | 45% |
| USISX | Victory Income Stock Fund· Victory Portfolios III | Non-compliant | 149 | 96% |
| USLCX | U.S. Global Leaders Growth Fund· John Hancock Capital Series | Non-compliant | 28 | 94% |
| USLIX | U.S. Global Leaders Growth Fund· John Hancock Capital Series | Non-compliant | 28 | 94% |
| USLUX | USGI GLOBAL LUXURY GOODS FUND· U.S. GLOBAL INVESTORS FUNDS | Non-compliant | 52 | 89% |
| USLYX | U.S. Global Leaders Growth Fund· John Hancock Capital Series | Non-compliant | 28 | 94% |
| USMC | Principal U.S. Mega-Cap ETF· Principal Exchange-Traded Funds | Non-compliant | 27 | 100% |
| USMF | WisdomTree U.S. Multifactor Fund· WisdomTree Trust | Non-compliant | 202 | 98% |
| USMIX | Victory Extended Market Index Fund· Victory Portfolios III | Non-compliant | 2,529 | 82% |
| USMV | iShares MSCI USA Min Vol Factor ETF· iShares Trust | Non-compliant | 169 | 96% |
| USNG | Amplify Samsung U.S. Natural Gas Infrastructure ETF· Amplify ETF Trust | Non-compliant | 27 | 74% |
| USNQX | Victory Nasdaq-100 Index Fund· Victory Portfolios III | Non-compliant | 108 | 97% |
| USNZ | Xtrackers Net Zero Pathway Paris Aligned US Equity ETF· DBX ETF Trust | Non-compliant | 299 | 97% |
| USPCX | Union Street Partners Value Fund· World Funds Trust | Non-compliant | 26 | 81% |
| USPFX | Union Street Partners Value Fund· World Funds Trust | Non-compliant | 26 | 81% |
| USPRX | Victory 500 Index Fund· Victory Portfolios III | Non-compliant | 513 | 98% |
| USPVX | Union Street Partners Value Fund· World Funds Trust | Non-compliant | 26 | 81% |
| USPX | Franklin U.S. Equity Index ETF· Franklin Templeton ETF Trust | Non-compliant | 484 | 97% |
| USRAX | Horizon Multi-Factor U.S. Equity Fund· Horizon Funds | Non-compliant | 159 | 96% |
| USRD | Themes US R&D Champions ETF· Themes ETF Trust | Non-compliant | 51 | 96% |
| USRIX | Horizon Multi-Factor U.S. Equity Fund· Horizon Funds | Non-compliant | 159 | 96% |
| USRT | iShares Core U.S. REIT ETF· iShares Trust | Non-compliant | 126 | 87% |
| USRTX | Horizon Multi-Factor U.S. Equity Fund· Horizon Funds | Non-compliant | 159 | 96% |
| USSBX | Victory Short-Term Bond Fund· Victory Portfolios III | Non-compliant | 1,146 | 40% |
| USSCX | Victory Science & Technology Fund· Victory Portfolios III | Non-compliant | 215 | 90% |
| USSE | SEGALL BRYANT & HAMILL SELECT EQUITY ETF· Segall Bryant & Hamill Trust | Non-compliant | 20 | 96% |
| USSG | Xtrackers MSCI USA Selection Equity ETF· DBX ETF Trust | Non-compliant | 255 | 98% |
| USSH | WisdomTree 1-3 Year Laddered Treasury Fund· WisdomTree Trust | Non-compliant | 25 | 100% |
| USSPX | Victory 500 Index Fund· Victory Portfolios III | Non-compliant | 513 | 98% |
| USTB | VictoryShares Short-Term Bond ETF· Victory Portfolios II | Non-compliant | 1,063 | 41% |
| USTCX | Victory Science & Technology Fund· Victory Portfolios III | Non-compliant | 215 | 90% |
| USTVX | Verity U.S. Treasury Fund· Series Portfolios Trust | Non-compliant | 10 | 96% |
| USVM | VictoryShares US Small Mid Cap Value Momentum ETF· Victory Portfolios II | Non-compliant | 293 | 77% |
| USVN | US Treasury 7 Year Note ETF· RBB Fund, Inc. | Non-compliant | 2 | 100% |
| USWGX | Victory World Equity Fund· Victory Portfolios III | Non-compliant | 340 | 95% |
| USXF | iShares ESG Advanced MSCI USA ETF· iShares Trust | Non-compliant | 290 | 98% |
| UTBAX | UBS Multi Income Bond Fund· UBS FUNDS | Non-compliant | 241 | 51% |
| UTBPX | UBS Multi Income Bond Fund· UBS FUNDS | Non-compliant | 241 | 51% |
| UTBTX | UBS Multi Income Bond Fund· UBS FUNDS | Non-compliant | 241 | 51% |
| UTEN | US Treasury 10 Year Note ETF· RBB Fund, Inc. | Non-compliant | 2 | 100% |
| UTES | Virtus Reaves Utilities ETF· ETFis Series Trust I | Non-compliant | 18 | 100% |
| UTF | COHEN & STEERS INFRASTRUCTURE FUND INC | Non-compliant | 316 | 93% |
| UTG | Reaves Utility Income Fund | Non-compliant | 68 | 92% |
| UTHY | US Treasury 30 Year Bond ETF· RBB Fund, Inc. | Non-compliant | 2 | 100% |
| UTMAX | Victory Target Managed Allocation Fund· Victory Portfolios III | Non-compliant | 307 | 86% |
| UTPIX | UTILITIES ULTRASECTOR PROFUND· ProFunds | Non-compliant | 40 | 80% |
| UTPSX | UTILITIES ULTRASECTOR PROFUND· ProFunds | Non-compliant | 40 | 80% |
| UTRE | US Treasury 3 Year Note ETF· RBB Fund, Inc. | Non-compliant | 2 | 100% |
| UTSL | Direxion Daily Utilities Bull 3X Shares· Direxion Shares ETF Trust | Non-compliant | 40 | 72% |
| UTWO | US Treasury 2 Year Note ETF· RBB Fund, Inc. | Non-compliant | 2 | 100% |
| UTWY | US Treasury 20 Year Bond ETF· RBB Fund, Inc. | Non-compliant | 2 | 100% |
| UUOAX | GMO U.S. Opportunistic Value Fund· GMO TRUST | Non-compliant | 167 | 95% |
| UUPIX | ULTRAEMERGING MARKETS PROFUND· ProFunds | Non-compliant | 61 | 73% |
| UUPSX | ULTRAEMERGING MARKETS PROFUND· ProFunds | Non-compliant | 61 | 73% |
| UUSIX | Victory Ultra Short-Term Bond Fund· Victory Portfolios III | Non-compliant | 430 | 36% |
| UUSTX | Victory Ultra Short-Term Bond Fund· Victory Portfolios III | Non-compliant | 430 | 36% |
| UVALX | Victory Value Fund· Victory Portfolios III | Non-compliant | 182 | 96% |
| UWM | ProShares Ultra Russell2000· ProShares Trust | Non-compliant | 1,924 | 45% |
| UXI | ProShares Ultra Industrials· ProShares Trust | Non-compliant | 89 | 71% |
| UYG | ProShares Ultra Financials· ProShares Trust | Non-compliant | 93 | 67% |
| UYLD | Angel Oak UltraShort Income ETF· Angel Oak | Non-compliant | 517 | 37% |
| UYM | ProShares Ultra Materials· ProShares Trust | Non-compliant | 36 | 78% |
| VAADX | Virtus Convertible Fund· Virtus Strategy Trust | Non-compliant | 103 | 78% |
| VAAGX | Virtus NFJ Large-Cap Value Fund· Virtus Investment Trust | Non-compliant | 61 | 92% |
| VABS | Virtus Newfleet Securitized Income ETF· Virtus ETF Trust II | Non-compliant | 161 | 9% |
| VACFX | VOYA INVESTMENT GRADE CREDIT FUND· Voya Separate Portfolios Trust | Non-compliant | 516 | 63% |
| VADAX | Invesco Equally-Weighted S&P 500 Fund· AIM Counselor Series Trust (Invesco Counselor Series Trust) | Non-compliant | 509 | 93% |
| VADCX | Invesco Equally-Weighted S&P 500 Fund· AIM Counselor Series Trust (Invesco Counselor Series Trust) | Non-compliant | 509 | 93% |
| VADDX | Invesco Equally-Weighted S&P 500 Fund· AIM Counselor Series Trust (Invesco Counselor Series Trust) | Non-compliant | 509 | 93% |
| VADFX | Invesco Equally-Weighted S&P 500 Fund· AIM Counselor Series Trust (Invesco Counselor Series Trust) | Non-compliant | 509 | 93% |
| VADGX | VANGUARD ADVICE SELECT DIVIDEND GROWTH FUND· VANGUARD WHITEHALL FUNDS | Non-compliant | 40 | 93% |
| VADRX | Invesco Equally-Weighted S&P 500 Fund· AIM Counselor Series Trust (Invesco Counselor Series Trust) | Non-compliant | 509 | 93% |
| VAESX | Virtus KAR Emerging Markets Small-Cap Fund· Virtus Opportunities Trust | Non-compliant | 42 | 40% |
| VAFAX | Invesco American Franchise Fund· AIM Counselor Series Trust (Invesco Counselor Series Trust) | Non-compliant | 44 | 99% |
| VAFCX | Invesco American Franchise Fund· AIM Counselor Series Trust (Invesco Counselor Series Trust) | Non-compliant | 44 | 99% |
| VAFFX | Invesco American Franchise Fund· AIM Counselor Series Trust (Invesco Counselor Series Trust) | Non-compliant | 44 | 99% |
| VAFIX | Invesco American Franchise Fund· AIM Counselor Series Trust (Invesco Counselor Series Trust) | Non-compliant | 44 | 99% |
| VAFNX | Invesco American Franchise Fund· AIM Counselor Series Trust (Invesco Counselor Series Trust) | Non-compliant | 44 | 99% |
| VAFRX | Invesco American Franchise Fund· AIM Counselor Series Trust (Invesco Counselor Series Trust) | Non-compliant | 44 | 99% |
| VAGIX | VALUE LINE CORE BOND FUND· Value Line Core Bond Fund | Non-compliant | 150 | 88% |
| VAGVX | VANGUARD ADVICE SELECT GLOBAL VALUE FUND· VANGUARD WHITEHALL FUNDS | Non-compliant | 107 | 94% |
| VAIGX | VANGUARD ADVICE SELECT INTERNATIONAL GROWTH FUND· VANGUARD WHITEHALL FUNDS | Non-compliant | 32 | 91% |
| VAIPX | VANGUARD INFLATION-PROTECTED SECURITIES FUND· VANGUARD BOND INDEX FUNDS | Non-compliant | 126 | 99% |
| VAKSX | Virtus KAR Small-Mid Cap Growth Fund· Virtus Equity Trust | Non-compliant | 27 | 97% |
| VALAX | Al Frank Fund· NORTHERN LIGHTS FUND TRUST II | Non-compliant | 69 | 90% |
30,382 funds · page 173 of 304