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 |
|---|---|---|---|---|
| LPSAX | BlackRock LifePath Dynamic Retirement Fund· BlackRock Funds III | Undecided | 34 | 0% |
| LPSDX | BlackRock LifePath Dynamic 2030 Fund· BlackRock Funds III | Undecided | 35 | 0% |
| LPSFX | BlackRock LifePath Dynamic 2040 Fund· BlackRock Funds III | Undecided | 34 | 0% |
| LPSGX | BlackRock LifePath Dynamic 2050 Fund· BlackRock Funds III | Undecided | 31 | 0% |
| LPSV | — | Undecided | — | — |
| LPVAX | BlackRock LifePath Dynamic 2055 Fund· BlackRock Funds III | Undecided | 32 | 0% |
| LPVCX | BlackRock LifePath Dynamic 2055 Fund· BlackRock Funds III | Undecided | 32 | 0% |
| LPVIX | BlackRock LifePath Dynamic 2055 Fund· BlackRock Funds III | Undecided | 32 | 0% |
| LPVKX | BlackRock LifePath Dynamic 2055 Fund· BlackRock Funds III | Undecided | 32 | 0% |
| LPVRX | BlackRock LifePath Dynamic 2055 Fund· BlackRock Funds III | Undecided | 32 | 0% |
| LQ | — | Undecided | — | — |
| LQDD | — | Undecided | — | — |
| LQDH | iShares Interest Rate Hedged Corporate Bond ETF· iShares U.S. ETF Trust | Undecided | 193 | — |
| LQDI | iShares Inflation Hedged Corporate Bond ETF· iShares U.S. ETF Trust | Undecided | 125 | — |
| LQDM | — | Undecided | — | — |
| LQDU | — | Undecided | — | — |
| LQDW | iShares Investment Grade Corporate Bond BuyWrite Strategy ETF· iShares Trust | Undecided | 3 | — |
| LQPE | Peo Alphaquest(TM) Thematic Pe ETF· Tidal Trust III | Undecided | 262 | 63% |
| LRAXX | — | Undecided | 1 | — |
| LRCC | — | Undecided | — | — |
| LRCU | Tradr 2X Long LRCX Daily ETF· INVESTMENT MANAGERS SERIES TRUST II | Undecided | 1 | — |
| LRIXX | — | Undecided | — | — |
| LRLH | — | Undecided | — | — |
| LRMB | — | Undecided | — | — |
| LRNX | — | Undecided | — | — |
| LRPXX | — | Undecided | — | — |
| LRRKX | Lord Abbett Floating Rate Fund· LORD ABBETT INVESTMENT TRUST | Undecided | 493 | 5% |
| LRRRX | Lord Abbett Floating Rate Fund· LORD ABBETT INVESTMENT TRUST | Undecided | 493 | 5% |
| LRRTX | Lord Abbett Floating Rate Fund· LORD ABBETT INVESTMENT TRUST | Undecided | 493 | 5% |
| LRRVX | Lord Abbett Floating Rate Fund· LORD ABBETT INVESTMENT TRUST | Undecided | 493 | 5% |
| LRSXX | — | Undecided | 1 | — |
| LRUXX | — | Undecided | — | — |
| LSAF | — | Undecided | — | — |
| LSAT | — | Undecided | — | — |
| LSCP | — | Undecided | — | — |
| LSCX | — | Undecided | — | — |
| LSDAX | Lord Abbett Short Duration Tax Free Fund· LORD ABBETT MUNICIPAL INCOME FUND INC | Undecided | 268 | — |
| LSDCX | Lord Abbett Short Duration Tax Free Fund· LORD ABBETT MUNICIPAL INCOME FUND INC | Undecided | 268 | — |
| LSDFX | Lord Abbett Short Duration Tax Free Fund· LORD ABBETT MUNICIPAL INCOME FUND INC | Undecided | 268 | — |
| LSDOX | Lord Abbett Short Duration Tax Free Fund· LORD ABBETT MUNICIPAL INCOME FUND INC | Undecided | 268 | — |
| LSEQ | Harbor Long-Short Equity ETF· Harbor ETF Trust | Undecided | 151 | 90% |
| LSFAX | Loomis Sayles Senior Floating Rate and Fixed Income Fund· Natixis Funds Trust II | Undecided | 210 | 5% |
| LSFCX | Loomis Sayles Senior Floating Rate and Fixed Income Fund· Natixis Funds Trust II | Undecided | 210 | 5% |
| LSFNX | Loomis Sayles Senior Floating Rate and Fixed Income Fund· Natixis Funds Trust II | Undecided | 210 | 5% |
| LSFTX | Loomis Sayles Senior Floating Rate and Fixed Income Fund· Natixis Funds Trust II | Undecided | 210 | 5% |
| LSFYX | Loomis Sayles Senior Floating Rate and Fixed Income Fund· Natixis Funds Trust II | Undecided | 210 | 5% |
| LSMFX | Lord Abbett Sustainable Municipal Bond Fund· LORD ABBETT MUNICIPAL INCOME FUND INC | Undecided | — | — |
| LSMOX | Lord Abbett Sustainable Municipal Bond Fund· LORD ABBETT MUNICIPAL INCOME FUND INC | Undecided | — | — |
| LSMSX | Western Asset SMASh Series TF Fund· Legg Mason Partners Institutional Trust | Undecided | 244 | 0% |
| LSOFX | LS OPPORTUNITY FUND· Valued Advisers Trust | Undecided | 156 | 88% |
| LSRIX | Emerald Small Cap Value Fund· FINANCIAL INVESTORS TRUST | Undecided | — | — |
| LSRYX | Emerald Small Cap Value Fund· FINANCIAL INVESTORS TRUST | Undecided | — | — |
| LSTB | — | Undecided | — | — |
| LTAOX | Principal LifeTime 2035 Fund· Principal Funds, Inc | Undecided | 19 | — |
| LTAPX | Principal LifeTime 2015 Fund· Principal Funds, Inc | Undecided | 18 | — |
| LTAX | Nomura Tax-Free USA ETF· Nomura ETF Trust | Undecided | 84 | — |
| LTAXX | — | Undecided | 1 | 100% |
| LTBYX | Invesco Rochester Limited Term New York Municipal Fund· AIM Tax-Exempt Funds (Invesco Tax-Exempt Funds) | Undecided | 497 | — |
| LTCAX | Thornburg California Limited Term Municipal Fund· THORNBURG INVESTMENT TRUST | Undecided | 208 | 1% |
| LTCC | — | Undecided | — | — |
| LTCCX | Thornburg California Limited Term Municipal Fund· THORNBURG INVESTMENT TRUST | Undecided | 208 | 1% |
| LTCIX | Thornburg California Limited Term Municipal Fund· THORNBURG INVESTMENT TRUST | Undecided | 208 | 1% |
| LTCQX | Thornburg California Limited Term Municipal Fund· THORNBURG INVESTMENT TRUST | Undecided | 208 | 1% |
| LTEN | — | Undecided | — | — |
| LTEQ | — | Undecided | — | — |
| LTFDX | Principal LifeTime 2055 Fund· Principal Funds, Inc | Undecided | 19 | — |
| LTFIX | Principal LifeTime 2055 Fund· Principal Funds, Inc | Undecided | 19 | — |
| LTFPX | Principal LifeTime 2055 Fund· Principal Funds, Inc | Undecided | 19 | — |
| LTFXX | — | Undecided | 70 | — |
| LTINX | Principal LifeTime 2015 Fund· Principal Funds, Inc | Undecided | 18 | — |
| LTIUX | Principal LifeTime 2035 Fund· Principal Funds, Inc | Undecided | 19 | — |
| LTMAX | MFS Lifetime 2045 Fund· MFS SERIES TRUST XII | Undecided | 28 | — |
| LTMBX | MFS Lifetime 2045 Fund· MFS SERIES TRUST XII | Undecided | 28 | — |
| LTMCX | Thornburg Limited Term Municipal Fund· THORNBURG INVESTMENT TRUST | Undecided | 810 | — |
| LTMDX | MFS Lifetime 2045 Fund· MFS SERIES TRUST XII | Undecided | 28 | — |
| LTMFX | Thornburg Limited Term Municipal Fund· THORNBURG INVESTMENT TRUST | Undecided | 810 | — |
| LTMIX | Thornburg Limited Term Municipal Fund· THORNBURG INVESTMENT TRUST | Undecided | 810 | — |
| LTMKX | MFS Lifetime 2045 Fund· MFS SERIES TRUST XII | Undecided | 28 | — |
| LTMLX | MFS Lifetime 2045 Fund· MFS SERIES TRUST XII | Undecided | 28 | — |
| LTMQX | Thornburg Limited Term Municipal Fund· THORNBURG INVESTMENT TRUST | Undecided | 810 | — |
| LTMRX | MFS Lifetime 2045 Fund· MFS SERIES TRUST XII | Undecided | 28 | — |
| LTMSX | MFS Lifetime 2045 Fund· MFS SERIES TRUST XII | Undecided | 28 | — |
| LTMTX | MFS Lifetime 2045 Fund· MFS SERIES TRUST XII | Undecided | 28 | — |
| LTMUX | MFS Lifetime 2045 Fund· MFS SERIES TRUST XII | Undecided | 28 | — |
| LTNCX | Invesco Rochester Limited Term New York Municipal Fund· AIM Tax-Exempt Funds (Invesco Tax-Exempt Funds) | Undecided | 497 | — |
| LTNIX | Lord Abbett National Tax-Free Income Fund· LORD ABBETT MUNICIPAL INCOME FUND INC | Undecided | 706 | 0% |
| LTNSX | Lord Abbett National Tax-Free Income Fund· LORD ABBETT MUNICIPAL INCOME FUND INC | Undecided | 706 | 0% |
| LTNYX | Invesco Rochester Limited Term New York Municipal Fund· AIM Tax-Exempt Funds (Invesco Tax-Exempt Funds) | Undecided | 497 | — |
| LTPDX | Principal LifeTime 2025 Fund· Principal Funds, Inc | Undecided | 22 | — |
| LTPEX | Principal LifeTime 2035 Fund· Principal Funds, Inc | Undecided | 19 | — |
| LTPFX | Principal LifeTime 2015 Fund· Principal Funds, Inc | Undecided | 18 | — |
| LTRDX | Principal LifeTime 2045 Fund· Principal Funds, Inc | Undecided | 19 | — |
| LTRIX | Principal LifeTime 2045 Fund· Principal Funds, Inc | Undecided | 19 | — |
| LTRVX | Principal LifeTime 2045 Fund· Principal Funds, Inc | Undecided | 19 | — |
| LTRXX | — | Undecided | 1 | 100% |
| LTSTX | Principal LifeTime 2025 Fund· Principal Funds, Inc | Undecided | 22 | — |
| LTTAX | MFS Lifetime 2025 Fund· MFS SERIES TRUST XII | Undecided | 27 | — |
| LTTBX | MFS Lifetime 2025 Fund· MFS SERIES TRUST XII | Undecided | 27 | — |
| LTTCX | MFS Lifetime 2025 Fund· MFS SERIES TRUST XII | Undecided | 27 | — |
| LTTIX | MFS Lifetime 2025 Fund· MFS SERIES TRUST XII | Undecided | 27 | — |
30,302 funds · page 247 of 304