30,326 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 |
|---|---|---|---|---|
| BKEM | BNY Mellon Emerging Markets Equity ETF· BNY Mellon ETF Trust | Non-compliant | 1,800 | 85% |
| BKF | iShares MSCI BIC ETF· iShares, Inc. | Non-compliant | 694 | 90% |
| BKGCX | Baillie Gifford EAFE Plus All Cap Fund· Baillie Gifford Funds | Non-compliant | 71 | 87% |
| BKGI | BNY Mellon Global Infrastructure Income ETF· BNY Mellon ETF Trust | Non-compliant | 30 | 94% |
| BKHY | BNY Mellon High Yield ETF· BNY Mellon ETF Trust | Non-compliant | 1,610 | 28% |
| BKIE | BNY Mellon International Equity ETF· BNY Mellon ETF Trust | Non-compliant | 981 | 93% |
| BKIV | BNY Mellon Innovators ETF· BNY Mellon ETF Trust | Non-compliant | 50 | 85% |
| BKLC | BNY Mellon US Large Cap Core Equity ETF· BNY Mellon ETF Trust | Non-compliant | 510 | 97% |
| BKMC | BNY Mellon US Mid Cap Core Equity ETF· BNY Mellon ETF Trust | Non-compliant | 405 | 88% |
| BKPIX | BANKS ULTRASECTOR PROFUND· ProFunds | Non-compliant | 113 | 61% |
| BKPSX | BANKS ULTRASECTOR PROFUND· ProFunds | Non-compliant | 113 | 61% |
| BKSE | BNY Mellon US Small Cap Core Equity ETF· BNY Mellon ETF Trust | Non-compliant | 597 | 80% |
| BKUI | BNY Mellon Ultra Short Income ETF· BNY Mellon ETF Trust | Non-compliant | 157 | 52% |
| BKWO | BNY Mellon Women's Opportunities ETF· BNY Mellon ETF Trust | Non-compliant | 49 | 98% |
| BLCN | Siren NexGen Economy ETF· Siren ETF Trust | Non-compliant | 25 | 68% |
| BLDG | Cambria Global Real Estate ETF· Cambria ETF Trust | Non-compliant | 79 | 45% |
| BLES | Inspire Global Hope ETF· Northern Lights Fund Trust IV | Non-compliant | 402 | 89% |
| BLKC | Invesco Alerian Galaxy Blockchain Users and Decentralized Commerce ETF· Invesco Exchange-Traded Fund Trust II | Non-compliant | 82 | 54% |
| BLNAX | Balanced Fund· Meeder Funds | Non-compliant | 219 | 51% |
| BLNDX | STANDPOINT MULTI-ASSET FUND· Unified Series Trust | Non-compliant | 47 | 20% |
| BLNIX | Balanced Fund· Meeder Funds | Non-compliant | 219 | 51% |
| BLOK | Amplify Blockchain Technology ETF· Amplify ETF Trust | Non-compliant | 56 | 54% |
| BLPIX | BULL PROFUND· ProFunds | Non-compliant | 515 | 56% |
| BLPSX | BULL PROFUND· ProFunds | Non-compliant | 515 | 56% |
| BLRAX | Brookfield Global Listed Real Estate Fund· Brookfield Investment Funds | Non-compliant | 57 | 82% |
| BLRCX | Brookfield Global Listed Real Estate Fund· Brookfield Investment Funds | Non-compliant | 57 | 82% |
| BLRYX | Brookfield Global Listed Real Estate Fund· Brookfield Investment Funds | Non-compliant | 57 | 82% |
| BLUEX | AMG Veritas Global Real Return Fund· AMG Funds I | Non-compliant | 32 | 97% |
| BLUIX | BLUEPRINT ADAPTIVE GROWTH ALLOCATION FUND· Ultimus Managers Trust | Non-compliant | 299 | 80% |
| BLV | VANGUARD LONG-TERM BOND INDEX FUND· VANGUARD BOND INDEX FUNDS | Non-compliant | 2,985 | 82% |
| BLYAX | American Beacon Man Large Cap Growth Fund· AMERICAN BEACON FUNDS | Non-compliant | 72 | 97% |
| BLYPX | American Beacon Man Large Cap Growth Fund· AMERICAN BEACON FUNDS | Non-compliant | 72 | 97% |
| BLYRX | American Beacon Man Large Cap Growth Fund· AMERICAN BEACON FUNDS | Non-compliant | 72 | 97% |
| BLYYX | American Beacon Man Large Cap Growth Fund· AMERICAN BEACON FUNDS | Non-compliant | 72 | 97% |
| BMCAX | BlackRock Advantage Large Cap Growth Fund· BlackRock Funds | Non-compliant | 159 | 98% |
| BMCCX | BlackRock Advantage Large Cap Growth Fund· BlackRock Funds | Non-compliant | 159 | 98% |
| BMCIX | BlackRock High Equity Income Fund· BlackRock Funds | Non-compliant | 171 | 60% |
| BMDIX | Baird Mid Cap Growth Fund· Baird Funds Inc | Non-compliant | 51 | 86% |
| BMDL | VictoryShares WestEnd Economic Cycle Bond ETF· Victory Portfolios II | Non-compliant | 423 | 88% |
| BMDSX | Baird Mid Cap Growth Fund· Baird Funds Inc | Non-compliant | 51 | 86% |
| BME | BlackRock Health Sciences Trust | Non-compliant | 156 | 87% |
| BMEAX | BlackRock High Equity Income Fund· BlackRock Funds | Non-compliant | 171 | 60% |
| BMECX | BlackRock High Equity Income Fund· BlackRock Funds | Non-compliant | 171 | 60% |
| BMEZ | BlackRock Health Sciences Term Trust | Non-compliant | 175 | 74% |
| BMGAX | BlackRock Mid-Cap Growth Equity Portfolio· BlackRock Funds | Non-compliant | 59 | 96% |
| BMGCX | BlackRock Mid-Cap Growth Equity Portfolio· BlackRock Funds | Non-compliant | 59 | 96% |
| BMIAX | BNY Mellon Income Stock Fund· BNY MELLON FUNDS TRUST | Non-compliant | 60 | 90% |
| BMIDX | Brown Advisory Mid-Cap Growth Fund· Brown Advisory Funds | Non-compliant | 61 | 85% |
| BMIIX | BNY Mellon Income Stock Fund· BNY MELLON FUNDS TRUST | Non-compliant | 60 | 90% |
| BMISX | BNY Mellon Income Stock Fund· BNY MELLON FUNDS TRUST | Non-compliant | 60 | 90% |
| BMIYX | BNY Mellon Income Stock Fund· BNY MELLON FUNDS TRUST | Non-compliant | 60 | 90% |
| BMPEX | BECK, MACK & OLIVER PARTNERS FUND· FORUM FUNDS | Non-compliant | 26 | 87% |
| BMPIX | MATERIALS ULTRASECTOR PROFUND· ProFunds | Non-compliant | 34 | 76% |
| BMPSX | MATERIALS ULTRASECTOR PROFUND· ProFunds | Non-compliant | 34 | 76% |
| BMRRX | BlackRock Mid-Cap Growth Equity Portfolio· BlackRock Funds | Non-compliant | 59 | 96% |
| BMSBX | MFS Blended Research Mid Cap Equity Fund· MFS Series Trust X | Non-compliant | 160 | 86% |
| BMSDX | MFS Blended Research Mid Cap Equity Fund· MFS Series Trust X | Non-compliant | 160 | 86% |
| BMSFX | MFS Blended Research Mid Cap Equity Fund· MFS Series Trust X | Non-compliant | 160 | 86% |
| BMSLX | MFS Blended Research Mid Cap Equity Fund· MFS Series Trust X | Non-compliant | 160 | 86% |
| BMSRX | MFS Blended Research Mid Cap Equity Fund· MFS Series Trust X | Non-compliant | 160 | 86% |
| BMSSX | MFS Blended Research Mid Cap Equity Fund· MFS Series Trust X | Non-compliant | 160 | 86% |
| BMSTX | MFS Blended Research Mid Cap Equity Fund· MFS Series Trust X | Non-compliant | 160 | 86% |
| BMSVX | MFS Blended Research Mid Cap Equity Fund· MFS Series Trust X | Non-compliant | 160 | 86% |
| BMSYX | MFS Blended Research Mid Cap Equity Fund· MFS Series Trust X | Non-compliant | 160 | 86% |
| BMVP | Invesco Bloomberg MVP Multi-Factor ETF· Invesco Exchange-Traded Fund Trust | Non-compliant | 58 | 100% |
| BND | VANGUARD TOTAL BOND MARKET INDEX FUND· VANGUARD BOND INDEX FUNDS | Non-compliant | 17,409 | 87% |
| BNDAX | Tactical Income Fund· Meeder Funds | Non-compliant | 9 | 5% |
| BNDC | FlexShares Core Select Bond Fund· FlexShares Trust | Non-compliant | 13 | 12% |
| BNDIX | Tactical Income Fund· Meeder Funds | Non-compliant | 9 | 5% |
| BNDP | VANGUARD CORE-PLUS BOND INDEX ETF· VANGUARD QUANTITATIVE FUNDS | Non-compliant | 6,055 | 76% |
| BNDS | Infrastructure Capital Bond Income ETF· Series Portfolios Trust | Non-compliant | 74 | 38% |
| BNDX | VANGUARD TOTAL INTERNATIONAL BOND INDEX FUND· VANGUARD CHARLOTTE FUNDS | Non-compliant | 7,380 | 13% |
| BNGE | First Trust S-Network Streaming & Gaming ETF· First Trust Exchange-Traded Fund VI | Non-compliant | 47 | 92% |
| BNGLX | UBS GLOBAL ALLOCATION FUND· UBS FUNDS | Non-compliant | 678 | 63% |
| BNIEX | UBS International Sustainable Equity Fund· UBS FUNDS | Non-compliant | 65 | 87% |
| BNIVX | Barrow Hanley International Value Fund· Perpetual Americas Funds Trust | Non-compliant | 62 | 91% |
| BNUEX | UBS International Sustainable Equity Fund· UBS FUNDS | Non-compliant | 65 | 87% |
| BOAT | SonicShares(TM) Global Shipping ETF· Tidal Trust I | Non-compliant | 53 | 67% |
| BOBP | CORE16 Best of Breed Premier Index ETF· EXCHANGE TRADED CONCEPTS TRUST | Non-compliant | 51 | 90% |
| BOE | BlackRock Enhanced Global Dividend Trust | Non-compliant | 169 | 96% |
| BOEU | Direxion Daily BA Bull 2X Shares· Direxion Shares ETF Trust | Non-compliant | 10 | 15% |
| BOGIX | SGI Small Cap Core Fund· RBB Fund, Inc. | Non-compliant | 215 | 77% |
| BOPAX | Sterling Capital Special Opportunities Fund· Sterling Capital Funds | Non-compliant | 38 | 93% |
| BOPCX | Sterling Capital Special Opportunities Fund· Sterling Capital Funds | Non-compliant | 38 | 93% |
| BOPIX | Sterling Capital Special Opportunities Fund· Sterling Capital Funds | Non-compliant | 38 | 93% |
| BOSCX | BNY Mellon Small Cap Value Fund· BNY Mellon Investment Funds I | Non-compliant | 114 | 83% |
| BOSOX | Boston Trust Walden Small Cap Fund· Boston Trust Walden Funds | Non-compliant | 71 | 87% |
| BOSVX | Omni Small-Cap Value Fund· Bridgeway Funds, Inc. | Non-compliant | 602 | 81% |
| BOSYX | BNY Mellon Small Cap Value Fund· BNY Mellon Investment Funds I | Non-compliant | 114 | 83% |
| BOTT | Themes Humanoid Robotics ETF· Themes ETF Trust | Non-compliant | 32 | 43% |
| BOTZ | Global X Robotics & Artificial Intelligence ETF· GLOBAL X FUNDS | Non-compliant | 63 | 83% |
| BOYAX | Boyar Value Fund· BOYAR VALUE FUND INC | Non-compliant | 28 | 92% |
| BPAIX | Boston Partners All-Cap Value Fund· RBB Fund, Inc. | Non-compliant | 108 | 84% |
| BPARX | Boston Partners All-Cap Value Fund· RBB Fund, Inc. | Non-compliant | 108 | 84% |
| BPAVX | Boston Partners All-Cap Value Fund· RBB Fund, Inc. | Non-compliant | 108 | 84% |
| BPGIX | Boston Partners Global Equity Fund· RBB Fund, Inc. | Non-compliant | 121 | 88% |
| BPGLX | UBS GLOBAL ALLOCATION FUND· UBS FUNDS | Non-compliant | 678 | 63% |
| BPGRX | Boston Partners Global Equity Fund· RBB Fund, Inc. | Non-compliant | 121 | 88% |
| BPGSX | Boston Partners Global Sustainability Fund· RBB Fund, Inc. | Non-compliant | 87 | 89% |
| BPH | BP p.l.c. ADRhedged· Precidian ETFs Trust | Non-compliant | 3 | 95% |
30,326 funds · page 20 of 304