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 |
|---|---|---|---|---|
| CPCTX | Counterpoint Tactical Income Fund· NORTHERN LIGHTS FUND TRUST III | Non-compliant | 29 | 7% |
| CPEAX | Catalyst Dynamic Alpha Fund· MUTUAL FUND SERIES TRUST | Non-compliant | 34 | 96% |
| CPECX | Catalyst Dynamic Alpha Fund· MUTUAL FUND SERIES TRUST | Non-compliant | 34 | 96% |
| CPEIX | Catalyst Dynamic Alpha Fund· MUTUAL FUND SERIES TRUST | Non-compliant | 34 | 96% |
| CPHUX | Columbia Strategic Income Fund· COLUMBIA FUNDS SERIES TRUST I | Non-compliant | 1,296 | 37% |
| CPHYX | High Yield Fund· Principal Funds, Inc | Non-compliant | 452 | 24% |
| CPIEX | Counterpoint Tactical Equity Fund· NORTHERN LIGHTS FUND TRUST III | Non-compliant | 312 | 31% |
| CPIIX | Invesco Core Plus Bond Fund· AIM Counselor Series Trust (Invesco Counselor Series Trust) | Non-compliant | 2,297 | 31% |
| CPIRX | Columbia Select Corporate Income Fund· COLUMBIA FUNDS SERIES TRUST I | Non-compliant | 732 | 55% |
| CPITX | Counterpoint Tactical Income Fund· NORTHERN LIGHTS FUND TRUST III | Non-compliant | 29 | 7% |
| CPLB | NYLIM MacKay Core Plus Bond ETF· NYLIM Active ETF Trust | Non-compliant | 967 | 47% |
| CPLS | AB Core Plus Bond ETF· AB Active ETFs, Inc. | Non-compliant | 833 | 71% |
| CPOAX | Morgan Stanley Insight Fund | Non-compliant | 43 | 77% |
| CPOCX | Morgan Stanley Insight Fund | Non-compliant | 43 | 77% |
| CPODX | Morgan Stanley Insight Fund | Non-compliant | 43 | 77% |
| CPRRX | Cohen & Steers Preferred Securities & Income Fund, Inc.· COHEN & STEERS PREFERRED SECURITIES & INCOME FUND, INC. | Non-compliant | 295 | 76% |
| CPSIX | CHANNEL INCOME FUND· Unified Series Trust | Non-compliant | 35 | 64% |
| CPTL | Global X Conscious Companies ETF· GLOBAL X FUNDS | Non-compliant | 143 | 98% |
| CPTNX | Government Bond Fund· American Century Government Income Trust | Non-compliant | 147 | 88% |
| CPUAX | AAM Insight Select Income Fund· INVESTMENT MANAGERS SERIES TRUST | Non-compliant | 503 | 44% |
| CPUCX | AAM Insight Select Income Fund· INVESTMENT MANAGERS SERIES TRUST | Non-compliant | 503 | 44% |
| CPUIX | AAM Insight Select Income Fund· INVESTMENT MANAGERS SERIES TRUST | Non-compliant | 503 | 44% |
| CPUYX | AAM Insight Select Income Fund· INVESTMENT MANAGERS SERIES TRUST | Non-compliant | 503 | 44% |
| CPVCX | abrdn International Small Cap Fund· abrdn Funds | Non-compliant | 43 | 69% |
| CPXAX | Cohen & Steers Preferred Securities & Income Fund, Inc.· COHEN & STEERS PREFERRED SECURITIES & INCOME FUND, INC. | Non-compliant | 295 | 76% |
| CPXCX | Cohen & Steers Preferred Securities & Income Fund, Inc.· COHEN & STEERS PREFERRED SECURITIES & INCOME FUND, INC. | Non-compliant | 295 | 76% |
| CPXFX | Cohen & Steers Preferred Securities & Income Fund, Inc.· COHEN & STEERS PREFERRED SECURITIES & INCOME FUND, INC. | Non-compliant | 295 | 76% |
| CPXIX | Cohen & Steers Preferred Securities & Income Fund, Inc.· COHEN & STEERS PREFERRED SECURITIES & INCOME FUND, INC. | Non-compliant | 295 | 76% |
| CPXRX | Columbia Mid Cap Index Fund· COLUMBIA FUNDS SERIES TRUST | Non-compliant | 402 | 84% |
| CPXZX | Cohen & Steers Preferred Securities & Income Fund, Inc.· COHEN & STEERS PREFERRED SECURITIES & INCOME FUND, INC. | Non-compliant | 295 | 76% |
| CQQQ | Invesco China Technology ETF· Invesco Exchange-Traded Fund Trust II | Non-compliant | 183 | 71% |
| CRAAX | Columbia Adaptive Risk Allocation Fund· COLUMBIA FUNDS SERIES TRUST I | Non-compliant | 352 | 27% |
| CRACX | Columbia Adaptive Risk Allocation Fund· COLUMBIA FUNDS SERIES TRUST I | Non-compliant | 352 | 27% |
| CRADX | Columbia Adaptive Risk Allocation Fund· COLUMBIA FUNDS SERIES TRUST I | Non-compliant | 352 | 27% |
| CRAIX | CCM Community Impact Bond Fund· COMMUNITY CAPITAL TRUST | Non-compliant | 2,569 | 76% |
| CRAK | VanEck Oil Refiners ETF· VanEck ETF Trust | Non-compliant | 25 | 95% |
| CRANX | CCM Community Impact Bond Fund· COMMUNITY CAPITAL TRUST | Non-compliant | 2,569 | 76% |
| CRARX | NYLIM CBRE Real Estate Fund· NYLIM FUNDS TRUST | Non-compliant | 45 | 85% |
| CRATX | CCM Community Impact Bond Fund· COMMUNITY CAPITAL TRUST | Non-compliant | 2,569 | 76% |
| CRAZX | Columbia Adaptive Risk Allocation Fund· COLUMBIA FUNDS SERIES TRUST I | Non-compliant | 352 | 27% |
| CRBN | iShares Low Carbon Optimized MSCI ACWI ETF· iShares Trust | Non-compliant | 1,116 | 94% |
| CRBRX | Columbia Acorn Fund· COLUMBIA ACORN TRUST | Non-compliant | 95 | 84% |
| CRBSX | Catholic Responsible Investments Bond Fund· Catholic Responsible Investments Funds | Non-compliant | 1,546 | 61% |
| CRBVX | Catholic Responsible Investments Bond Fund· Catholic Responsible Investments Funds | Non-compliant | 1,546 | 61% |
| CRBYX | Columbia Acorn Fund· COLUMBIA ACORN TRUST | Non-compliant | 95 | 84% |
| CRCBX | Carillon Reams Core Bond Fund· Carillon Series Trust | Non-compliant | 265 | 45% |
| CRCDX | Carillon Reams Core Bond Fund· Carillon Series Trust | Non-compliant | 265 | 45% |
| CRCRX | NYLIM CBRE Real Estate Fund· NYLIM FUNDS TRUST | Non-compliant | 45 | 85% |
| CRCUX | Carillon Reams Core Bond Fund· Carillon Series Trust | Non-compliant | 265 | 45% |
| CRDRX | Columbia Adaptive Risk Allocation Fund· COLUMBIA FUNDS SERIES TRUST I | Non-compliant | 352 | 27% |
| CRDSX | Catholic Responsible Investments Short Duration Bond Fund· Catholic Responsible Investments Funds | Non-compliant | 487 | 55% |
| CRDT | Simplify Opportunistic Income ETF· Simplify Exchange Traded Funds | Non-compliant | 46 | 53% |
| CRDYX | WisdomTree Private Credit and Alternative Income Digital Fund· WisdomTree Digital Trust | Non-compliant | 31 | 40% |
| CREAX | Columbia Real Estate Equity Fund· COLUMBIA FUNDS SERIES TRUST I | Non-compliant | 78 | 91% |
| CRED | Columbia Research Enhanced Real Estate ETF· Columbia ETF Trust I | Non-compliant | 65 | 88% |
| CREEX | Columbia Real Estate Equity Fund· COLUMBIA FUNDS SERIES TRUST I | Non-compliant | 78 | 91% |
| CREFX | Cohen & Steers Real Estate Securities Fund· COHEN & STEERS REAL ESTATE SECURITIES FUND INC | Non-compliant | 59 | 90% |
| CREHX | Columbia Real Estate Equity Fund· COLUMBIA FUNDS SERIES TRUST I | Non-compliant | 78 | 91% |
| CREYX | Columbia Real Estate Equity Fund· COLUMBIA FUNDS SERIES TRUST I | Non-compliant | 78 | 91% |
| CRF | Cornerstone Total Return Fund, Inc. | Non-compliant | 101 | 90% |
| CRFAX | Calvert Focused Value Fund· Calvert Social Investment Fund | Non-compliant | 30 | 94% |
| CRFCX | Calvert Focused Value Fund· Calvert Social Investment Fund | Non-compliant | 30 | 94% |
| CRFIX | Calvert Focused Value Fund· Calvert Social Investment Fund | Non-compliant | 30 | 94% |
| CRFRX | Calvert Focused Value Fund· Calvert Social Investment Fund | Non-compliant | 30 | 94% |
| CRHSX | Catholic Responsible Investments Ultra Short Bond Fund· Catholic Responsible Investments Funds | Non-compliant | 156 | 45% |
| CRIAX | CRM SMALL/MID CAP VALUE FUND· CRM Mutual Fund Trust | Non-compliant | 45 | 86% |
| CRIB | Russell Investments Global Real Estate ETF· Russell Investments Exchange Traded Funds | Non-compliant | 95 | 90% |
| CRIEX | CRM ALL CAP VALUE FUND· CRM Mutual Fund Trust | Non-compliant | 47 | 86% |
| CRIMX | CRM MID CAP VALUE FUND· CRM Mutual Fund Trust | Non-compliant | 49 | 86% |
| CRIRX | Columbia Acorn International Select· COLUMBIA ACORN TRUST | Non-compliant | 61 | 94% |
| CRISX | CRM SMALL CAP VALUE FUND· CRM Mutual Fund Trust | Non-compliant | 47 | 83% |
| CRIYX | Columbia Select Corporate Income Fund· COLUMBIA FUNDS SERIES TRUST I | Non-compliant | 732 | 55% |
| CRLSX | Catholic Responsible Investments International Equity Fund· Catholic Responsible Investments Funds | Non-compliant | 374 | 84% |
| CRLVX | Catholic Responsible Investments International Equity Fund· Catholic Responsible Investments Funds | Non-compliant | 374 | 84% |
| CRMAX | CRM SMALL/MID CAP VALUE FUND· CRM Mutual Fund Trust | Non-compliant | 45 | 86% |
| CRMEX | CRM ALL CAP VALUE FUND· CRM Mutual Fund Trust | Non-compliant | 47 | 86% |
| CRMMX | CRM MID CAP VALUE FUND· CRM Mutual Fund Trust | Non-compliant | 49 | 86% |
| CRMSX | CRM SMALL CAP VALUE FUND· CRM Mutual Fund Trust | Non-compliant | 47 | 83% |
| CRNSX | Catholic Responsible Investments International Small-Cap Fund· Catholic Responsible Investments Funds | Non-compliant | 531 | 71% |
| CROSX | Catholic Responsible Investments Opportunistic Bond Fund· Catholic Responsible Investments Funds | Non-compliant | 446 | 41% |
| CROVX | Catholic Responsible Investments Opportunistic Bond Fund· Catholic Responsible Investments Funds | Non-compliant | 446 | 41% |
| CRPT | First Trust SkyBridge Crypto Industry and Digital Economy ETF· First Trust Exchange-Traded Fund VIII | Non-compliant | 24 | 53% |
| CRQSX | Catholic Responsible Investments Equity Index Fund· Catholic Responsible Investments Funds | Non-compliant | 430 | 98% |
| CRRRX | Columbia Small Cap Value and Inflection Fund· COLUMBIA FUNDS SERIES TRUST | Non-compliant | 102 | 80% |
| CRRVX | Columbia Real Estate Equity Fund· COLUMBIA FUNDS SERIES TRUST I | Non-compliant | 78 | 91% |
| CRRYX | Columbia Small Cap Value and Inflection Fund· COLUMBIA FUNDS SERIES TRUST | Non-compliant | 102 | 80% |
| CRSAX | Cantor Fitzgerald Commodity Return Strategy Fund· Cantor Fitzgerald Commodity Strategy Trust | Non-compliant | 93 | 75% |
| CRSCX | Cantor Fitzgerald Commodity Return Strategy Fund· Cantor Fitzgerald Commodity Strategy Trust | Non-compliant | 93 | 75% |
| CRSOX | Cantor Fitzgerald Commodity Return Strategy Fund· Cantor Fitzgerald Commodity Strategy Trust | Non-compliant | 93 | 75% |
| CRSSX | Catholic Responsible Investments Small-Mid Cap Equity Fund· Catholic Responsible Investments Funds | Non-compliant | 270 | 75% |
| CRTC | Xtrackers US National Critical Technologies ETF· DBX ETF Trust | Non-compliant | 219 | 98% |
| CRTSX | Catholic Responsible Investments Multi-Style US Equity Fund· Catholic Responsible Investments Funds | Non-compliant | 418 | 95% |
| CRTVX | Catholic Responsible Investments Multi-Style US Equity Fund· Catholic Responsible Investments Funds | Non-compliant | 418 | 95% |
| CRUX | Columbia Core Bond ETF· Columbia ETF Trust I | Non-compliant | 478 | 50% |
| CRVRX | NYLIM CBRE Real Estate Fund· NYLIM FUNDS TRUST | Non-compliant | 45 | 85% |
| CRWL | GraniteShares 2x Long CRWD Daily ETF· GraniteShares ETF Trust | Non-compliant | 2 | 70% |
| CRXP | Columbia Core Plus Bond ETF· Columbia ETF Trust I | Non-compliant | 138 | 43% |
| CSAAX | Mast Managed Futures Strategy Fund· Investment Managers Series Trust III | Non-compliant | 57 | 25% |
| CSACX | Mast Managed Futures Strategy Fund· Investment Managers Series Trust III | Non-compliant | 57 | 25% |
| CSAIX | Mast Managed Futures Strategy Fund· Investment Managers Series Trust III | Non-compliant | 57 | 25% |
30,302 funds · page 30 of 304