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 |
|---|---|---|---|---|
| IUGXX | — | Undecided | 153 | 39% |
| IUSCX | FIIG US SMALL CAP EQUITY· Unified Series Trust | Undecided | — | — |
| IUSXX | — | Undecided | 27 | 72% |
| IVEG | iShares Emergent Food and AgTech Multisector ETF· iShares Trust | Undecided | — | — |
| IVEP | — | Undecided | — | — |
| IVEX | — | Undecided | — | — |
| IVMXX | — | Undecided | 13 | 52% |
| IVOL | Quadratic Interest Rate Volatility and Inflation Hedge ETF· Krane Shares Trust | Undecided | 11 | — |
| IVVB | — | Undecided | — | — |
| IVVM | — | Undecided | — | — |
| IVVW | iShares S&P 500 BuyWrite ETF· iShares Trust | Undecided | 3 | — |
| IVVY | — | Undecided | — | — |
| IWFH | iShares Virtual Work and Life Multisector ETF· iShares Trust | Undecided | — | — |
| IWGAX | — | Undecided | 15 | — |
| IWGCX | — | Undecided | 15 | — |
| IWGIX | — | Undecided | 15 | — |
| IWGNX | — | Undecided | 15 | — |
| IWMI | NEOS Russell 2000(R) High Income ETF· NEOS ETF Trust | Undecided | 4 | — |
| IWMM | — | Undecided | — | — |
| IWMT | — | Undecided | — | — |
| IWMW | iShares Russell 2000 BuyWrite ETF· iShares Trust | Undecided | 3 | — |
| IWMY | Defiance R2000 Weekly Distribution ETF· Tidal Trust II | Undecided | 4 | — |
| IWTR | iShares MSCI Water Management Multisector ETF· iShares Trust | Undecided | — | — |
| IXDXX | — | Undecided | 13 | 100% |
| IXEF | — | Undecided | — | — |
| IXISX | VOYA INDEX SOLUTION 2035 PORTFOLIO· Voya Partners Inc | Undecided | 10 | — |
| IYLD | iShares Morningstar Multi-Asset Income ETF· iShares Trust | Undecided | 12 | — |
| JA | Janus Henderson AA-A CLO ETF· Janus Detroit Street Trust | Undecided | 46 | — |
| JAAA | Janus Henderson AAA CLO ETF· Janus Detroit Street Trust | Undecided | 600 | — |
| JAAAX | Alternative Asset Allocation Fund· John Hancock Funds II | Undecided | 15 | — |
| JAABX | JPMorgan SmartRetirement Blend 2060 Fund· JPMorgan Trust I | Undecided | 16 | 0% |
| JAACX | Alternative Asset Allocation Fund· John Hancock Funds II | Undecided | 15 | — |
| JAAFX | 2065 Lifetime Blend Portfolio· John Hancock Funds II | Undecided | 20 | 0% |
| JAAIX | Alternative Asset Allocation Fund· John Hancock Funds II | Undecided | 15 | — |
| JAAJX | 2065 Lifetime Blend Portfolio· John Hancock Funds II | Undecided | 20 | 0% |
| JAAKX | 2065 Lifetime Blend Portfolio· John Hancock Funds II | Undecided | 20 | 0% |
| JAALX | 2065 Preservation Blend Portfolio· John Hancock Funds II | Undecided | — | — |
| JAANX | 2065 Preservation Blend Portfolio· John Hancock Funds II | Undecided | — | — |
| JAAPX | Alternative Asset Allocation Fund· John Hancock Funds II | Undecided | 15 | — |
| JAAQX | 2065 Preservation Blend Portfolio· John Hancock Funds II | Undecided | — | — |
| JAARX | Alternative Asset Allocation Fund· John Hancock Funds II | Undecided | 15 | — |
| JAASX | Alternative Asset Allocation Fund· John Hancock Funds II | Undecided | 15 | — |
| JAAUX | 2065 Preservation Blend Portfolio· John Hancock Funds II | Undecided | — | — |
| JAAVX | Multimanager 2065 Lifetime Portfolio· John Hancock Funds II | Undecided | 82 | 0% |
| JAAWX | Multimanager 2065 Lifetime Portfolio· John Hancock Funds II | Undecided | 82 | 0% |
| JAAXX | — | Undecided | 115 | 39% |
| JAAYX | JPMorgan SmartRetirement Blend 2060 Fund· JPMorgan Trust I | Undecided | 16 | 0% |
| JAAZX | Multimanager 2065 Lifetime Portfolio· John Hancock Funds II | Undecided | 82 | 0% |
| JABBX | Multimanager 2065 Lifetime Portfolio· John Hancock Funds II | Undecided | 82 | 0% |
| JABDX | Multimanager 2065 Lifetime Portfolio· John Hancock Funds II | Undecided | 82 | 0% |
| JABEX | Multimanager 2065 Lifetime Portfolio· John Hancock Funds II | Undecided | 82 | 0% |
| JABMX | Lifestyle Blend Balanced Portfolio· John Hancock Funds II | Undecided | 35 | 5% |
| JABOX | Opportunistic Fixed Income Fund· John Hancock Funds II | Undecided | 1,532 | 44% |
| JABPX | Lifestyle Blend Growth Portfolio· John Hancock Funds II | Undecided | 34 | 3% |
| JABQX | Lifestyle Blend Aggressive Portfolio· John Hancock Funds II | Undecided | 28 | 0% |
| JABS | Janus Henderson Asset - Backed Securities ETF· Janus Detroit Street Trust | Undecided | 140 | 0% |
| JABSX | Multimanager 2065 Lifetime Portfolio· John Hancock Funds II | Undecided | 82 | 0% |
| JABTX | Opportunistic Fixed Income Fund· John Hancock Funds II | Undecided | 1,532 | 44% |
| JABUX | Opportunistic Fixed Income Fund· John Hancock Funds II | Undecided | 1,532 | 44% |
| JABWX | Opportunistic Fixed Income Fund· John Hancock Funds II | Undecided | 1,532 | 44% |
| JABXX | — | Undecided | 115 | 39% |
| JACIX | 2055 Preservation Blend Portfolio· John Hancock Funds II | Undecided | — | — |
| JACKX | Income Preservation Blend Portfolio· John Hancock Funds II | Undecided | — | — |
| JACQX | 2050 Preservation Blend Portfolio· John Hancock Funds II | Undecided | — | — |
| JACSX | JPMorgan SmartRetirement Blend 2060 Fund· JPMorgan Trust I | Undecided | 16 | 0% |
| JACUX | 2045 Preservation Blend Portfolio· John Hancock Funds II | Undecided | — | — |
| JACVX | 2040 Preservation Blend Portfolio· John Hancock Funds II | Undecided | — | — |
| JACWX | 2035 Preservation Blend Portfolio· John Hancock Funds II | Undecided | — | — |
| JACXX | — | Undecided | 72 | — |
| JACYX | 2030 Preservation Blend Portfolio· John Hancock Funds II | Undecided | — | — |
| JACZX | 2025 Preservation Blend Portfolio· John Hancock Funds II | Undecided | — | — |
| JADAX | 2065 Preservation Blend Portfolio· John Hancock Funds II | Undecided | — | — |
| JADB | Aptus January Deep Buffer ETF· ETF Series Solutions | Undecided | 5 | — |
| JADSX | Investment Quality Bond Trust· John Hancock Variable Insurance Trust | Undecided | 839 | 72% |
| JADUX | Investment Quality Bond Trust· John Hancock Variable Insurance Trust | Undecided | 839 | 72% |
| JAEHX | Opportunistic Fixed Income Trust· John Hancock Variable Insurance Trust | Undecided | 1,283 | 51% |
| JAEJX | Opportunistic Fixed Income Trust· John Hancock Variable Insurance Trust | Undecided | 1,283 | 51% |
| JAEKX | Opportunistic Fixed Income Trust· John Hancock Variable Insurance Trust | Undecided | 1,283 | 51% |
| JAHGX | American Growth Trust· John Hancock Variable Insurance Trust | Undecided | 1 | — |
| JAHJX | American Growth Trust· John Hancock Variable Insurance Trust | Undecided | 1 | — |
| JAHKX | American Growth Trust· John Hancock Variable Insurance Trust | Undecided | 1 | — |
| JAHLX | American International Trust· John Hancock Variable Insurance Trust | Undecided | 1 | — |
| JAHMX | American International Trust· John Hancock Variable Insurance Trust | Undecided | 1 | — |
| JAHPX | American International Trust· John Hancock Variable Insurance Trust | Undecided | 1 | — |
| JAHQX | American Growth-Income Trust· John Hancock Variable Insurance Trust | Undecided | 1 | — |
| JAHRX | American Growth-Income Trust· John Hancock Variable Insurance Trust | Undecided | 1 | — |
| JAHUX | American Growth-Income Trust· John Hancock Variable Insurance Trust | Undecided | 1 | — |
| JAHVX | American Global Growth Trust· John Hancock Variable Insurance Trust | Undecided | 1 | — |
| JAHWX | American Global Growth Trust· John Hancock Variable Insurance Trust | Undecided | 1 | — |
| JAHZX | American Asset Allocation Trust· John Hancock Variable Insurance Trust | Undecided | 1 | — |
| JAIDX | American Asset Allocation Trust· John Hancock Variable Insurance Trust | Undecided | 1 | — |
| JAIFX | American Asset Allocation Trust· John Hancock Variable Insurance Trust | Undecided | 1 | — |
| JAIJX | Lifestyle Growth Portfolio· John Hancock Variable Insurance Trust | Undecided | 32 | 4% |
| JAIKX | Lifestyle Growth Portfolio· John Hancock Variable Insurance Trust | Undecided | 32 | 4% |
| JAIZX | Managed Volatility Growth Portfolio· John Hancock Variable Insurance Trust | Undecided | 42 | 4% |
| JAJAX | Managed Volatility Growth Portfolio· John Hancock Variable Insurance Trust | Undecided | 42 | 4% |
| JAJKX | JPMorgan SmartRetirement 2070 Fund· JPMorgan Trust IV | Undecided | 23 | 0% |
| JAJL | — | Undecided | — | — |
| JAJNX | Investment Quality Bond Trust· John Hancock Variable Insurance Trust | Undecided | 839 | 72% |
| JAJQX | American Global Growth Trust· John Hancock Variable Insurance Trust | Undecided | 1 | — |
30,302 funds · page 237 of 304