30,375 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
- 30,375
- Reached a verdict
- 18,527
- Compliant
- 277
- Could not be decided
- 11,848
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 |
|---|---|---|---|---|
| BSBIX | Baird Short-Term Bond Fund· Baird Funds Inc | Non-compliant | 506 | 54% |
| BSBSX | Baird Short-Term Bond Fund· Baird Funds Inc | Non-compliant | 506 | 54% |
| BSCAX | Brandes Small Cap Value Fund· Datum One Series Trust | Non-compliant | 48 | 58% |
| BSCFX | BARON SMALL CAP FUND· BARON INVESTMENT FUNDS TRUST (f/k/a BARON ASSET FUND) | Non-compliant | 55 | 90% |
| BSCMX | Brandes Small Cap Value Fund· Datum One Series Trust | Non-compliant | 48 | 58% |
| BSCQ | Invesco BulletShares 2026 Corporate Bond ETF· Invesco Exchange-Traded Self-Indexed Fund Trust | Non-compliant | 233 | 65% |
| BSCR | Invesco BulletShares 2027 Corporate Bond ETF· Invesco Exchange-Traded Self-Indexed Fund Trust | Non-compliant | 497 | 66% |
| BSCRX | Brandes Small Cap Value Fund· Datum One Series Trust | Non-compliant | 48 | 58% |
| BSCS | Invesco BulletShares 2028 Corporate Bond ETF· Invesco Exchange-Traded Self-Indexed Fund Trust | Non-compliant | 470 | 63% |
| BSCT | Invesco BulletShares 2029 Corporate Bond ETF· Invesco Exchange-Traded Self-Indexed Fund Trust | Non-compliant | 457 | 60% |
| BSCU | Invesco BulletShares 2030 Corporate Bond ETF· Invesco Exchange-Traded Self-Indexed Fund Trust | Non-compliant | 447 | 64% |
| BSCUX | BARON SMALL CAP FUND· BARON INVESTMENT FUNDS TRUST (f/k/a BARON ASSET FUND) | Non-compliant | 55 | 90% |
| BSFIX | BARON SMALL CAP FUND· BARON INVESTMENT FUNDS TRUST (f/k/a BARON ASSET FUND) | Non-compliant | 55 | 90% |
| BSGAX | Sterling Capital Short Duration Bond Fund· Sterling Capital Funds | Non-compliant | 140 | 32% |
| BSGIX | Baird Small/Mid Cap Growth Fund· Baird Funds Inc | Non-compliant | 58 | 83% |
| BSGLX | Baillie Gifford Long Term Global Growth Fund· Baillie Gifford Funds | Non-compliant | 40 | 93% |
| BSGPX | Baillie Gifford Developed EAFE All Cap Fund· Baillie Gifford Funds | Non-compliant | 62 | 89% |
| BSGSX | Baird Small/Mid Cap Growth Fund· Baird Funds Inc | Non-compliant | 58 | 83% |
| BSJQ | Invesco BulletShares 2026 High Yield Corporate Bond ETF· Invesco Exchange-Traded Self-Indexed Fund Trust | Non-compliant | 41 | 15% |
| BSJR | Invesco BulletShares 2027 High Yield Corporate Bond ETF· Invesco Exchange-Traded Self-Indexed Fund Trust | Non-compliant | 105 | 26% |
| BSJS | Invesco BulletShares 2028 High Yield Corporate Bond ETF· Invesco Exchange-Traded Self-Indexed Fund Trust | Non-compliant | 195 | 28% |
| BSL | Blackstone Senior Floating Rate 2027 Term Fund | Non-compliant | 419 | 6% |
| BSMC | Brandes U.S. Small-Mid Cap Value ETF· 2023 ETF Series Trust | Non-compliant | 70 | 89% |
| BSV | VANGUARD SHORT-TERM BOND INDEX FUND· VANGUARD BOND INDEX FUNDS | Non-compliant | 3,186 | 87% |
| BSVIX | Baird Equity Opportunity Fund· Baird Funds Inc | Non-compliant | 36 | 72% |
| BSVO | EA Bridgeway Omni Small-Cap Value ETF· EA Series Trust | Non-compliant | 638 | 76% |
| BSVSX | Baird Equity Opportunity Fund· Baird Funds Inc | Non-compliant | 36 | 72% |
| BTBFX | Boston Trust Asset Management Fund· Boston Trust Walden Funds | Non-compliant | 91 | 91% |
| BTECX | Baron Technology Fund· BARON SELECT FUNDS | Non-compliant | 47 | 97% |
| BTEEX | Baron Technology Fund· BARON SELECT FUNDS | Non-compliant | 47 | 97% |
| BTEFX | Boston Trust Equity Fund· Boston Trust Walden Funds | Non-compliant | 51 | 91% |
| BTEUX | Baron Technology Fund· BARON SELECT FUNDS | Non-compliant | 47 | 97% |
| BTLKX | Baillie Gifford International Concentrated Growth Equities Fund· Baillie Gifford Funds | Non-compliant | 28 | 91% |
| BTLSX | Baillie Gifford International Concentrated Growth Equities Fund· Baillie Gifford Funds | Non-compliant | 28 | 91% |
| BTMFX | Boston Trust Midcap Fund· Boston Trust Walden Funds | Non-compliant | 74 | 94% |
| BTO | John Hancock Financial Opportunities Fund | Non-compliant | 176 | 72% |
| BTOP | Bitwise Trendwise BTC/ETH and Treasuries Rotation Strategy ETF· Bitwise Funds Trust | Non-compliant | 2 | 89% |
| BTOT | iShares Total USD Fixed Income Market ETF· iShares Trust | Non-compliant | 846 | 72% |
| BTRIX | Barrow Hanley Total Return Bond Fund· Perpetual Americas Funds Trust | Non-compliant | 236 | 71% |
| BTRN | Global X Bitcoin Trend Strategy ETF· GLOBAL X FUNDS | Non-compliant | 3 | 26% |
| BTSMX | Boston Trust SMID Cap Fund· Boston Trust Walden Funds | Non-compliant | 75 | 89% |
| BTYB | Vistashares Bitbonds 5 Yr Enhanced Weekly Distribution ETF· Tidal Trust III | Non-compliant | 5 | 80% |
| BU | Defiance Daily Target 2x Long B ETF· Tidal Trust II | Non-compliant | 7 | 32% |
| BUBIX | Baird Ultra Short Bond Fund· Baird Funds Inc | Non-compliant | 381 | 52% |
| BUBSX | Baird Ultra Short Bond Fund· Baird Funds Inc | Non-compliant | 381 | 52% |
| BUFBX | Buffalo Flexible Allocation Fund· Buffalo Funds | Non-compliant | 42 | 93% |
| BUFC | AB Conservative Buffer ETF· AB Active ETFs, Inc. | Non-compliant | 5 | 100% |
| BUFDX | Buffalo Growth & Income Fund· Buffalo Funds | Non-compliant | 86 | 93% |
| BUFEX | Buffalo Blue Chip Growth Fund· Buffalo Funds | Non-compliant | 92 | 92% |
| BUFHX | Buffalo High Yield Fund· Buffalo Funds | Non-compliant | 175 | 22% |
| BUFI | AB International Buffer ETF· AB Active ETFs, Inc. | Non-compliant | 5 | 99% |
| BUFIX | Buffalo International Fund· Buffalo Funds | Non-compliant | 72 | 90% |
| BUFM | AB Moderate Buffer ETF· AB Active ETFs, Inc. | Non-compliant | 5 | 100% |
| BUFMX | Buffalo Mid Cap Growth Fund· Buffalo Funds | Non-compliant | 68 | 94% |
| BUFOX | Buffalo Early Stage Growth Fund· Buffalo Funds | Non-compliant | 76 | 73% |
| BUFSX | Buffalo Small Cap Growth Fund· Buffalo Funds | Non-compliant | 84 | 82% |
| BUFTX | Buffalo Mid Cap Discovery Fund· Buffalo Funds | Non-compliant | 60 | 81% |
| BUG | Global X Cybersecurity ETF· GLOBAL X FUNDS | Non-compliant | 32 | 93% |
| BUI | BlackRock Utilities, Infrastructure & Power Opportunities Trust | Non-compliant | 54 | 92% |
| BUIBX | Buffalo Flexible Allocation Fund· Buffalo Funds | Non-compliant | 42 | 93% |
| BUIDX | Buffalo Growth & Income Fund· Buffalo Funds | Non-compliant | 86 | 93% |
| BUIEX | Buffalo Blue Chip Growth Fund· Buffalo Funds | Non-compliant | 92 | 92% |
| BUIHX | Buffalo High Yield Fund· Buffalo Funds | Non-compliant | 175 | 22% |
| BUIIX | Buffalo International Fund· Buffalo Funds | Non-compliant | 72 | 90% |
| BUIMX | Buffalo Mid Cap Growth Fund· Buffalo Funds | Non-compliant | 68 | 94% |
| BUIOX | Buffalo Early Stage Growth Fund· Buffalo Funds | Non-compliant | 76 | 73% |
| BUISX | Buffalo Small Cap Growth Fund· Buffalo Funds | Non-compliant | 84 | 82% |
| BUITX | Buffalo Mid Cap Discovery Fund· Buffalo Funds | Non-compliant | 60 | 81% |
| BUL | Pacer US Cash Cows Growth ETF· Pacer Funds Trust | Non-compliant | 51 | 96% |
| BULD | Pacer BlueStar Engineering the Future ETF· Pacer Funds Trust | Non-compliant | 62 | 85% |
| BULIX | Utilities Fund· American Century Quantitative Equity Funds, Inc. | Non-compliant | 37 | 96% |
| BUNRX | Unrestricted Series· BULLFINCH FUND INC | Non-compliant | 36 | 94% |
| BUSA | Brandes U.S. Value ETF· 2023 ETF Series Trust | Non-compliant | 64 | 93% |
| BUSIX | Sterling Capital Ultra Short Bond Fund· Sterling Capital Funds | Non-compliant | 131 | 16% |
| BUSRX | Sterling Capital Ultra Short Bond Fund· Sterling Capital Funds | Non-compliant | 131 | 16% |
| BUXX | Strive Enhanced Income Short Maturity ETF· Empowered Funds | Non-compliant | 316 | 29% |
| BUYB | ProShares S&P 500 Buyback Aristocrats ETF· ProShares Trust | Non-compliant | 68 | 95% |
| BUYO | KraneShares Man Buyout Beta Index ETF· Krane Shares Trust | Non-compliant | 299 | 86% |
| BUYZ | Franklin Disruptive Commerce ETF· Franklin Templeton ETF Trust | Non-compliant | 58 | 97% |
| BUZZ | VanEck Social Sentiment ETF· VanEck ETF Trust | Non-compliant | 76 | 81% |
| BVALX | Brown Advisory - Beutel Goodman Large-Cap Value Fund· Brown Advisory Funds | Non-compliant | 33 | 91% |
| BVAOX | Madison Small Cap Fund· MADISON FUNDS | Non-compliant | 52 | 82% |
| BVEFX | Becker Equity Fund· Professionally Managed Portfolios | Non-compliant | 51 | 97% |
| BVEIX | Becker Equity Fund· Professionally Managed Portfolios | Non-compliant | 51 | 97% |
| BVOIX | Barrow Hanley US Value Opportunities Fund· Perpetual Americas Funds Trust | Non-compliant | 68 | 90% |
| BVPIX | BAYWOOD VALUEPLUS FUND· FORUM FUNDS II | Non-compliant | 52 | 88% |
| BVSIX | BAYWOOD SOCIALLYRESPONSIBLE FUND· FORUM FUNDS II | Non-compliant | 51 | 88% |
| BWDAX | Boyd Watterson Limited Duration Enhanced Income Fund· NORTHERN LIGHTS FUND TRUST III | Non-compliant | 168 | 34% |
| BWDCX | Boyd Watterson Limited Duration Enhanced Income Fund· NORTHERN LIGHTS FUND TRUST III | Non-compliant | 168 | 34% |
| BWDIX | Boyd Watterson Limited Duration Enhanced Income Fund· NORTHERN LIGHTS FUND TRUST III | Non-compliant | 168 | 34% |
| BWDTX | Boyd Watterson Limited Duration Enhanced Income Fund· NORTHERN LIGHTS FUND TRUST III | Non-compliant | 168 | 34% |
| BWEB | Bitwise Web3 ETF· Bitwise Funds Trust | Non-compliant | 41 | 88% |
| BWG | BrandywineGLOBAL-Global Income Opportunities Fund Inc | Non-compliant | 89 | 39% |
| BWLAX | American Beacon Man Large Cap Value Fund· AMERICAN BEACON FUNDS | Non-compliant | 108 | 94% |
| BWLCX | American Beacon Man Large Cap Value Fund· AMERICAN BEACON FUNDS | Non-compliant | 108 | 94% |
| BWLIX | American Beacon Man Large Cap Value Fund· AMERICAN BEACON FUNDS | Non-compliant | 108 | 94% |
| BWLRX | American Beacon Man Large Cap Value Fund· AMERICAN BEACON FUNDS | Non-compliant | 108 | 94% |
| BWLYX | American Beacon Man Large Cap Value Fund· AMERICAN BEACON FUNDS | Non-compliant | 108 | 94% |
| BWNYX | Greater Western New York Series· BULLFINCH FUND INC | Non-compliant | 35 | 91% |
| BWTG | Brendan Wood TopGun ETF· ETF Opportunities Trust | Non-compliant | 25 | 95% |
30,375 funds · page 22 of 304