30,353 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 |
|---|---|---|---|---|
| LTVPX | Principal LifeTime 2025 Fund· Principal Funds, Inc | Undecided | 22 | — |
| LUIXX | — | Undecided | 1 | 100% |
| LULG | — | Undecided | — | — |
| LUMA | — | Undecided | — | — |
| LUNAX | Conservative Balanced Allocation Portfolio· SARATOGA ADVANTAGE TRUST | Undecided | 9 | — |
| LUNC | — | Undecided | — | — |
| LUNL | — | Undecided | — | — |
| LUSA | — | Undecided | — | — |
| LUSIX | Lazard US Systematic Small Cap Equity Portfolio· LAZARD FUNDS INC | Undecided | — | — |
| LUSOX | Lazard US Systematic Small Cap Equity Portfolio· LAZARD FUNDS INC | Undecided | — | — |
| LVH | — | Undecided | — | — |
| LVIG | — | Undecided | — | — |
| LVLN | State Street(R) SPDR(R) S&P(R) Leveraged Loan ETF· SPDR SERIES TRUST | Undecided | 189 | 3% |
| LVRT | — | Undecided | — | — |
| LVSMX | SGI U.S. Small Cap Equity Fund· RBB Fund, Inc. | Undecided | — | — |
| LVUS | — | Undecided | — | — |
| LWLAX | Franklin Multi-Asset Defensive Growth Fund· Legg Mason Partners Investment Trust | Undecided | 19 | — |
| LWLX | — | Undecided | — | — |
| LWPXX | — | Undecided | 1 | — |
| LY | — | Undecided | — | — |
| LYGH | — | Undecided | — | — |
| LYTE | — | Undecided | — | — |
| LYTT | — | Undecided | — | — |
| LYTX | — | Undecided | — | — |
| LZIXX | — | Undecided | 45 | 49% |
| LZOXX | — | Undecided | 45 | 49% |
| LZRXX | — | Undecided | 45 | 49% |
| MAACX | Madison Aggressive Allocation Fund· MADISON FUNDS | Undecided | 18 | — |
| MAADX | Dynamic Value Portfolio· MORGAN STANLEY INSTITUTIONAL FUND TRUST | Undecided | — | — |
| MAAFX | MFS Aggressive Growth Allocation Fund· MFS SERIES TRUST X | Undecided | 16 | — |
| MAAGX | MFS Aggressive Growth Allocation Fund· MFS SERIES TRUST X | Undecided | 16 | — |
| MAAHX | MFS Aggressive Growth Allocation Fund· MFS SERIES TRUST X | Undecided | 16 | — |
| MAALX | MFS Aggressive Growth Allocation Fund· MFS SERIES TRUST X | Undecided | 16 | — |
| MAAOX | Dynamic Value Portfolio· MORGAN STANLEY INSTITUTIONAL FUND TRUST | Undecided | — | — |
| MAAQX | Dynamic Value Portfolio· MORGAN STANLEY INSTITUTIONAL FUND TRUST | Undecided | — | — |
| MAAUX | Dynamic Value Portfolio· MORGAN STANLEY INSTITUTIONAL FUND TRUST | Undecided | — | — |
| MAAY | GraniteShares YieldBOOST MARA ETF· GraniteShares ETF Trust | Undecided | 7 | 92% |
| MACBX | MFS Conservative Allocation Fund· MFS SERIES TRUST X | Undecided | 22 | — |
| MACFX | MFS Conservative Allocation Fund· MFS SERIES TRUST X | Undecided | 22 | — |
| MACIX | MFS Conservative Allocation Fund· MFS SERIES TRUST X | Undecided | 22 | — |
| MACJX | MFS Conservative Allocation Fund· MFS SERIES TRUST X | Undecided | 22 | — |
| MACKX | MFS Conservative Allocation Fund· MFS SERIES TRUST X | Undecided | 22 | — |
| MACNX | MFS Conservative Allocation Fund· MFS SERIES TRUST X | Undecided | 22 | — |
| MACQX | MFS Conservative Allocation Fund· MFS SERIES TRUST X | Undecided | 22 | — |
| MACSX | Matthews Asian Growth and Income Fund· Matthews International Funds | Undecided | — | — |
| MACVX | MFS Conservative Allocation Fund· MFS SERIES TRUST X | Undecided | 22 | — |
| MAGC | Roundhill China Magnificent Seven ETF· Roundhill ETF Trust | Undecided | 17 | 66% |
| MAGEX | MFS Growth Allocation Fund· MFS SERIES TRUST X | Undecided | 22 | — |
| MAGJX | MFS Growth Allocation Fund· MFS SERIES TRUST X | Undecided | 22 | — |
| MAGLX | MassMutual Growth Opportunities Fund· MASSMUTUAL SELECT FUNDS | Undecided | — | — |
| MAGMX | MFS Growth Allocation Fund· MFS SERIES TRUST X | Undecided | 22 | — |
| MAGQX | MFS Growth Allocation Fund· MFS SERIES TRUST X | Undecided | 22 | — |
| MAGSX | Madison Aggressive Allocation Fund· MADISON FUNDS | Undecided | 18 | — |
| MAGWX | MFS Growth Allocation Fund· MFS SERIES TRUST X | Undecided | 22 | — |
| MAGY | Roundhill Magnificent Seven Covered Call ETF· Roundhill ETF Trust | Undecided | 3 | — |
| MAGYX | MassMutual Growth Opportunities Fund· MASSMUTUAL SELECT FUNDS | Undecided | — | — |
| MALXX | — | Undecided | 250 | 45% |
| MAMAX | MFS Moderate Allocation Fund· MFS SERIES TRUST X | Undecided | 23 | — |
| MAMB | Monarch Ambassador Income ETF· Northern Lights Fund Trust IV | Undecided | 10 | — |
| MAMFX | MFS Moderate Allocation Fund· MFS SERIES TRUST X | Undecided | 23 | — |
| MAMHX | MFS Moderate Allocation Fund· MFS SERIES TRUST X | Undecided | 23 | — |
| MAMJX | MFS Moderate Allocation Fund· MFS SERIES TRUST X | Undecided | 23 | — |
| MAMPX | MFS Moderate Allocation Fund· MFS SERIES TRUST X | Undecided | 23 | — |
| MAMXX | — | Undecided | 60 | 100% |
| MANI | — | Undecided | — | — |
| MAOXX | — | Undecided | 98 | 62% |
| MAPP | — | Undecided | 22 | — |
| MAPXX | — | Undecided | 148 | 27% |
| MARD | — | Undecided | — | — |
| MARLX | MFS Arkansas Municipal Bond Fund· MFS Municipal Series Trust | Undecided | 187 | — |
| MARM | FT Vest U.S. Equity Max Buffer ETF - March· First Trust Exchange-Traded Fund VIII | Undecided | 7 | 99% |
| MARO | YieldMax(R) Mara Option Income Strategy ETF· Tidal Trust II | Undecided | 12 | 74% |
| MARRX | MFS Moderate Allocation Fund· MFS SERIES TRUST X | Undecided | 23 | — |
| MARS | — | Undecided | — | — |
| MART | AllianzIM U.S. Equity Buffer10 Mar ETF· AIM ETF Products Trust | Undecided | 4 | — |
| MARU | AllianzIM U.S. Equity Buffer15 Uncapped Mar ETF· AIM ETF Products Trust | Undecided | 3 | — |
| MARW | AllianzIM U.S. Equity Buffer20 Mar ETF· AIM ETF Products Trust | Undecided | 4 | — |
| MASFX | iMGP Alternative Strategies Fund· LITMAN GREGORY FUNDS TRUST | Undecided | — | — |
| MASNX | iMGP Alternative Strategies Fund· LITMAN GREGORY FUNDS TRUST | Undecided | — | — |
| MATE | — | Undecided | — | — |
| MATFX | Matthews Asia Innovators Fund· Matthews International Funds | Undecided | 66 | 69% |
| MATR | Harbor Multi-Asset Explorer ETF· Harbor ETF Trust | Undecided | 25 | — |
| MATXX | — | Undecided | 98 | 62% |
| MAUG | Pacer Swan SOS Moderate (August) ETF· Pacer Funds Trust | Undecided | 5 | — |
| MAVXX | — | Undecided | 160 | 28% |
| MAWAX | MFS Aggressive Growth Allocation Fund· MFS SERIES TRUST X | Undecided | 16 | — |
| MAXI | Simplify Bitcoin Strategy ETF· Simplify Exchange Traded Funds | Undecided | 5 | 92% |
| MAXJ | iShares Large Cap Max Buffer Jun ETF· iShares Trust | Undecided | 4 | — |
| MAXXX | — | Undecided | 96 | — |
| MAYC | — | Undecided | — | — |
| MAYM | FT Vest U.S. Equity Max Buffer ETF - May· First Trust Exchange-Traded Fund VIII | Undecided | 7 | 99% |
| MAYT | AllianzIM U.S. Equity Buffer10 May ETF· AIM ETF Products Trust | Undecided | 4 | — |
| MAYU | AllianzIM U.S. Equity Buffer15 Uncapped May ETF· AIM ETF Products Trust | Undecided | 3 | — |
| MAYW | AllianzIM U.S. Equity Buffer20 May ETF· AIM ETF Products Trust | Undecided | 4 | — |
| MAYXX | — | Undecided | 250 | 45% |
| MAZXX | — | Undecided | 60 | 100% |
| MBABX | MFS Alabama Municipal Bond Fund· MFS Municipal Series Trust | Undecided | 156 | — |
| MBAGX | MFS Aggressive Growth Allocation Fund· MFS SERIES TRUST X | Undecided | 16 | — |
| MBAPX | PRAXIS GENESIS BALANCED PORTFOLIO· Praxis Mutual Funds | Undecided | 6 | — |
| MBARX | MFS Arkansas Municipal Bond Fund· MFS Municipal Series Trust | Undecided | 187 | — |
30,353 funds · page 248 of 304