30,302 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 |
|---|---|---|---|---|
| CIPEX | American Funds Conservative Growth and Income Portfolio· AMERICAN FUNDS PORTFOLIO SERIES | Undecided | 9 | — |
| CIPFX | American Funds Conservative Growth and Income Portfolio· AMERICAN FUNDS PORTFOLIO SERIES | Undecided | 9 | — |
| CIPGX | American Funds Conservative Growth and Income Portfolio· AMERICAN FUNDS PORTFOLIO SERIES | Undecided | 9 | — |
| CIQGX | American Funds Conservative Growth and Income Portfolio· AMERICAN FUNDS PORTFOLIO SERIES | Undecided | 9 | — |
| CIR | — | Undecided | — | — |
| CIUEX | Six Circles International Unconstrained Equity Fund· SIX CIRCLES TRUST | Undecided | 653 | 1% |
| CIVG | — | Undecided | — | — |
| CIZ | VictoryShares Developed Enhanced Volatility Wtd ETF· Victory Portfolios II | Undecided | — | — |
| CJLXX | — | Undecided | 484 | 27% |
| CJPXX | — | Undecided | 483 | 27% |
| CJTXX | — | Undecided | 70 | — |
| CJUL | — | Undecided | — | — |
| CJUN | — | Undecided | — | — |
| CKKRX | Columbia Income Builder Fund· Columbia Funds Series Trust II | Undecided | 16 | — |
| CLAAX | Columbia Multi Strategy Alternatives Fund· COLUMBIA FUNDS SERIES TRUST I | Undecided | 974 | 31% |
| CLABX | Columbia Multi Strategy Alternatives Fund· COLUMBIA FUNDS SERIES TRUST I | Undecided | 974 | 31% |
| CLAIX | Calvert Moderate Allocation Fund· Calvert Social Investment Fund | Undecided | 19 | 1% |
| CLAZX | Columbia Multi Strategy Alternatives Fund· COLUMBIA FUNDS SERIES TRUST I | Undecided | 974 | 31% |
| CLBRX | Columbia Capital Allocation Moderate Aggressive Portfolio· COLUMBIA FUNDS SERIES TRUST | Undecided | 72 | — |
| CLCG | — | Undecided | — | — |
| CLCV | — | Undecided | — | — |
| CLFL | — | Undecided | — | — |
| CLFX | — | Undecided | — | — |
| CLIAX | Invesco Income Allocation Fund· AIM Growth Series (Invesco Growth Series) | Undecided | 20 | — |
| CLIRX | Columbia Capital Allocation Moderate Conservative Portfolio· COLUMBIA FUNDS SERIES TRUST | Undecided | 72 | — |
| CLIX | ProShares Long Online/Short Stores ETF· ProShares Trust | Undecided | 32 | 75% |
| CLMPX | Columbia Strategic California Municipal Income Fund· COLUMBIA FUNDS SERIES TRUST I | Undecided | 170 | 2% |
| CLNK | — | Undecided | — | — |
| CLOA | — | Undecided | — | — |
| CLOB | VanEck AA-BB CLO ETF· VanEck ETF Trust | Undecided | 66 | — |
| CLOC | AAM Crescent CLO ETF· ETF Series Solutions | Undecided | 53 | — |
| CLOO | NYLIM Investment Grade CLO ETF· NYLIM Active ETF Trust | Undecided | 120 | — |
| CLOX | Eldridge AAA CLO ETF· Series Portfolios Trust | Undecided | 94 | — |
| CLOZ | Eldridge BBB-B CLO ETF· Series Portfolios Trust | Undecided | 178 | — |
| CLPAX | Catalyst Nasdaq - 100 Hedged Equity Fund· MUTUAL FUND SERIES TRUST | Undecided | 110 | 53% |
| CLPCX | Catalyst Nasdaq - 100 Hedged Equity Fund· MUTUAL FUND SERIES TRUST | Undecided | 110 | 53% |
| CLPFX | Catalyst Nasdaq - 100 Hedged Equity Fund· MUTUAL FUND SERIES TRUST | Undecided | 110 | 53% |
| CLSE | Convergence Long/Short Equity ETF· Trust for Professional Managers | Undecided | 345 | 85% |
| CLSM | ETC Cabana Target Leading Sector Moderate ETF· Exchange Listed Funds Trust | Undecided | 5 | — |
| CLSS | — | Undecided | — | — |
| CLSX | Tradr 2X Long CLSK Daily ETF· INVESTMENT MANAGERS SERIES TRUST II | Undecided | 2 | — |
| CLSZ | Tradr 2X Short CLSK Daily ETF· INVESTMENT MANAGERS SERIES TRUST II | Undecided | 1 | — |
| CMAAX | Calvert Moderate Allocation Fund· Calvert Social Investment Fund | Undecided | 19 | 1% |
| CMACX | Calvert Moderate Allocation Fund· Calvert Social Investment Fund | Undecided | 19 | 1% |
| CMAG | — | Undecided | — | — |
| CMAIX | Invesco Select Risk: Moderately Conservative Investor Fund· AIM Growth Series (Invesco Growth Series) | Undecided | 25 | 0% |
| CMARX | Invesco Select Risk: Moderately Conservative Investor Fund· AIM Growth Series (Invesco Growth Series) | Undecided | 25 | 0% |
| CMASX | Invesco Select Risk: Moderately Conservative Investor Fund· AIM Growth Series (Invesco Growth Series) | Undecided | 25 | 0% |
| CMAY | — | Undecided | — | — |
| CMBCX | Columbia Oregon Intermediate Municipal Bond Fund· COLUMBIA FUNDS SERIES TRUST I | Undecided | 185 | — |
| CMBFX | Columbia Oregon Intermediate Municipal Bond Fund· COLUMBIA FUNDS SERIES TRUST I | Undecided | 185 | — |
| CMBO | — | Undecided | — | — |
| CMBRX | Columbia Emerging Markets Bond Fund· Columbia Funds Series Trust II | Undecided | 163 | 0% |
| CMBZX | Columbia Emerging Markets Bond Fund· Columbia Funds Series Trust II | Undecided | 163 | 0% |
| CMDT | PIMCO Commodity Strategy Active Exchange-Traded Fund· PIMCO ETF Trust | Undecided | 468 | 34% |
| CMF | iShares California Muni Bond ETF· iShares Trust | Undecided | 1,623 | — |
| CMIUX | Six Circles Managed Equity Portfolio International Unconstrained Fund· SIX CIRCLES TRUST | Undecided | 1,786 | 3% |
| CMMAX | Calvert Mortgage Access Fund· Calvert Fund | Undecided | 229 | 71% |
| CMMCX | Calvert Mortgage Access Fund· Calvert Fund | Undecided | 229 | 71% |
| CMMIX | Calvert Mortgage Access Fund· Calvert Fund | Undecided | 229 | 71% |
| CMMRX | Calvert Mortgage Access Fund· Calvert Fund | Undecided | 229 | 71% |
| CMMSX | Catholic Responsible Investments Magnus 60/40 Beta Plus Fund· Catholic Responsible Investments Funds | Undecided | 8 | — |
| CMMVX | Catholic Responsible Investments Magnus 60/40 Beta Plus Fund· Catholic Responsible Investments Funds | Undecided | 8 | — |
| CMMYX | Columbia Massachusetts Intermediate Municipal Bond Fund· COLUMBIA FUNDS SERIES TRUST I | Undecided | 65 | — |
| CMNIX | Calamos Market Neutral Income Fund· CALAMOS INVESTMENT TRUST/IL | Undecided | 1,082 | 81% |
| CMNSX | Catholic Responsible Investments Magnus 45/55 Fund· Catholic Responsible Investments Funds | Undecided | 9 | — |
| CMNVX | Catholic Responsible Investments Magnus 45/55 Fund· Catholic Responsible Investments Funds | Undecided | 9 | — |
| CMNYX | Columbia Minnesota Tax-Exempt Fund· Columbia Funds Series Trust II | Undecided | 243 | — |
| CMNZX | Columbia Minnesota Tax-Exempt Fund· Columbia Funds Series Trust II | Undecided | 243 | — |
| CMPSX | Catholic Responsible Investments Magnus 60/40 Alpha Plus Fund· Catholic Responsible Investments Funds | Undecided | 9 | — |
| CMPVX | Catholic Responsible Investments Magnus 60/40 Alpha Plus Fund· Catholic Responsible Investments Funds | Undecided | 9 | — |
| CMQXX | — | Undecided | 145 | 56% |
| CMRXX | — | Undecided | 78 | 28% |
| CMUSX | Catholic Responsible Investments Magnus 75/25 Fund· Catholic Responsible Investments Funds | Undecided | 9 | — |
| CMUVX | Catholic Responsible Investments Magnus 75/25 Fund· Catholic Responsible Investments Funds | Undecided | 9 | — |
| CNBRX | Columbia California Intermediate Municipal Bond Fund· COLUMBIA FUNDS SERIES TRUST | Undecided | 150 | — |
| CNCR | Range Cancer Therapeutics ETF· ETF Series Solutions | Undecided | — | — |
| CNFXX | — | Undecided | 42 | 28% |
| CNGXX | — | Undecided | 43 | 30% |
| CNIXX | — | Undecided | 43 | 30% |
| CNNRX | Columbia Short Duration Municipal Bond Fund· COLUMBIA FUNDS SERIES TRUST | Undecided | 173 | — |
| CNQQ | — | Undecided | — | — |
| CNRHX | CITY NATIONAL ROCHDALE EQUITY INCOME FUND· City National Rochdale Funds | Undecided | — | — |
| CNRMX | CITY NATIONAL ROCHDALE MUNICIPAL HIGH INCOME FUND· City National Rochdale Funds | Undecided | 392 | — |
| CNRNX | CITY NATIONAL ROCHDALE MUNICIPAL HIGH INCOME FUND· City National Rochdale Funds | Undecided | 392 | — |
| CNTYX | Columbia Strategic New York Municipal Income Fund· COLUMBIA FUNDS SERIES TRUST I | Undecided | 105 | — |
| CNVA | — | Undecided | — | — |
| CNYCX | Columbia Strategic New York Municipal Income Fund· COLUMBIA FUNDS SERIES TRUST I | Undecided | 105 | — |
| CNYRX | Columbia Strategic New York Municipal Income Fund· COLUMBIA FUNDS SERIES TRUST I | Undecided | 105 | — |
| CNYUX | Columbia New York Intermediate Municipal Bond Fund· COLUMBIA FUNDS SERIES TRUST I | Undecided | 100 | — |
| CNYY | — | Undecided | — | — |
| CNYYX | Columbia New York Intermediate Municipal Bond Fund· COLUMBIA FUNDS SERIES TRUST I | Undecided | 100 | — |
| CNYZX | Columbia Strategic New York Municipal Income Fund· COLUMBIA FUNDS SERIES TRUST I | Undecided | 105 | — |
| COAGX | GATOR CAPITAL LONG/SHORT FUND· Caldwell & Orkin Funds, Inc. | Undecided | 88 | 75% |
| CODRX | Columbia Oregon Intermediate Municipal Bond Fund· COLUMBIA FUNDS SERIES TRUST I | Undecided | 185 | — |
| COEAX | Columbia Oregon Intermediate Municipal Bond Fund· COLUMBIA FUNDS SERIES TRUST I | Undecided | 185 | — |
| COGIX | AXS Market Neutral Fund· INVESTMENT MANAGERS SERIES TRUST II | Undecided | — | — |
| COGMX | AXS Market Neutral Fund· INVESTMENT MANAGERS SERIES TRUST II | Undecided | — | — |
| COHC | — | Undecided | — | — |
| COHH | — | Undecided | — | — |
30,302 funds · page 201 of 304