30,375 funds screened by look-through to their filed holdings
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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 |
|---|---|---|---|---|
| CTOGX | Calamos Timpani SMID Growth Fund· CALAMOS INVESTMENT TRUST/IL | Non-compliant | 82 | 84% |
| CTRAX | Calamos Total Return Bond Fund· CALAMOS INVESTMENT TRUST/IL | Non-compliant | 165 | 76% |
| CTRCX | Calamos Total Return Bond Fund· CALAMOS INVESTMENT TRUST/IL | Non-compliant | 165 | 76% |
| CTRIX | Calamos Total Return Bond Fund· CALAMOS INVESTMENT TRUST/IL | Non-compliant | 165 | 76% |
| CTRZX | Multi-Manager Total Return Bond Strategies Fund· COLUMBIA FUNDS SERIES TRUST I | Non-compliant | 3,887 | 53% |
| CTSIX | Calamos Timpani Small Cap Growth Fund· CALAMOS INVESTMENT TRUST/IL | Non-compliant | 83 | 80% |
| CTSOX | Calamos Timpani Small Cap Growth Fund· CALAMOS INVESTMENT TRUST/IL | Non-compliant | 83 | 80% |
| CUBAX | Calvert Flexible Bond Fund· Calvert Management Series | Non-compliant | 456 | 53% |
| CUBCX | Calvert Flexible Bond Fund· Calvert Management Series | Non-compliant | 456 | 53% |
| CUBIX | Calvert Flexible Bond Fund· Calvert Management Series | Non-compliant | 456 | 53% |
| CUBRX | Calvert Flexible Bond Fund· Calvert Management Series | Non-compliant | 456 | 53% |
| CUGYX | Columbia Quality Income Fund· Columbia Funds Series Trust II | Non-compliant | 342 | 72% |
| CUGZX | Columbia Quality Income Fund· Columbia Funds Series Trust II | Non-compliant | 342 | 72% |
| CULAX | Calvert Ultra-Short Duration Income Fund· Calvert Fund | Non-compliant | 258 | 62% |
| CULIX | Calvert Ultra-Short Duration Income Fund· Calvert Fund | Non-compliant | 258 | 62% |
| CULRX | Calvert Ultra-Short Duration Income Fund· Calvert Fund | Non-compliant | 258 | 62% |
| CURE | Direxion Daily Healthcare Bull 3X Shares· Direxion Shares ETF Trust | Non-compliant | 67 | 57% |
| CUSBX | Columbia Ultra Short Term Bond Fund· COLUMBIA FUNDS SERIES TRUST I | Non-compliant | 242 | 33% |
| CUSCX | Cullen Small Cap Value Fund· Cullen Funds Trust | Non-compliant | 35 | 80% |
| CUSD | CrossingBridge Ultra-Short Duration ETF· Trust for Professional Managers | Non-compliant | 12 | 48% |
| CUSEX | Capital Group U.S. Equity Fund | Non-compliant | 103 | 93% |
| CUSIX | Cullen Small Cap Value Fund· Cullen Funds Trust | Non-compliant | 35 | 80% |
| CUSOX | Columbia Ultra Short Term Bond Fund· COLUMBIA FUNDS SERIES TRUST I | Non-compliant | 242 | 33% |
| CUSRX | Cullen Small Cap Value Fund· Cullen Funds Trust | Non-compliant | 35 | 80% |
| CUSSX | Cullen Small Cap Value Fund· Cullen Funds Trust | Non-compliant | 35 | 80% |
| CUSTX | Cullen Small Cap Value Fund· Cullen Funds Trust | Non-compliant | 35 | 80% |
| CUSUX | Six Circles U.S. Unconstrained Equity Fund· SIX CIRCLES TRUST | Non-compliant | 526 | 95% |
| CUT | Invesco MSCI Global Timber ETF· Invesco Exchange-Traded Fund Trust II | Non-compliant | 54 | 75% |
| CUTAX | Six Circles Tax Aware Intermediate Duration Fund· SIX CIRCLES TRUST | Non-compliant | 388 | 9% |
| CUTRX | Columbia U.S. Treasury Index Fund· COLUMBIA FUNDS SERIES TRUST I | Non-compliant | 281 | 100% |
| CUTYX | Columbia U.S. Treasury Index Fund· COLUMBIA FUNDS SERIES TRUST I | Non-compliant | 281 | 100% |
| CUURX | Columbia Small Cap Value Discovery Fund· COLUMBIA FUNDS SERIES TRUST I | Non-compliant | 226 | 85% |
| CVAAX | Calamos Select Fund· CALAMOS INVESTMENT TRUST/IL | Non-compliant | 57 | 100% |
| CVACX | Calamos Select Fund· CALAMOS INVESTMENT TRUST/IL | Non-compliant | 57 | 100% |
| CVAIX | Calamos Select Fund· CALAMOS INVESTMENT TRUST/IL | Non-compliant | 57 | 100% |
| CVAPX | ClearBridge Variable Appreciation Portfolio· Legg Mason Partners Variable Equity Trust | Non-compliant | 62 | 93% |
| CVAR | Cultivar ETF· ETF Opportunities Trust | Non-compliant | 90 | 95% |
| CVCFX | Victory Pioneer Disciplined Value Fund· Victory Portfolios IV | Non-compliant | 77 | 96% |
| CVERX | Columbia Select Mid Cap Value Fund· COLUMBIA FUNDS SERIES TRUST | Non-compliant | 49 | 87% |
| CVFCX | Victory Pioneer Disciplined Value Fund· Victory Portfolios IV | Non-compliant | 77 | 96% |
| CVFYX | Victory Pioneer Disciplined Value Fund· Victory Portfolios IV | Non-compliant | 77 | 96% |
| CVGCX | Calamos Growth Fund· CALAMOS INVESTMENT TRUST/IL | Non-compliant | 130 | 96% |
| CVGD | CresAlta Global Dividend ETF· Elevation Series Trust | Non-compliant | 44 | 83% |
| CVGRX | Calamos Growth Fund· CALAMOS INVESTMENT TRUST/IL | Non-compliant | 130 | 96% |
| CVIE | Calvert International Responsible Index ETF· Morgan Stanley ETF Trust | Non-compliant | 725 | 96% |
| CVISX | CAUSEWAY INTERNATIONAL SMALL CAP FUND· CAUSEWAY CAPITAL MANAGEMENT TRUST | Non-compliant | 170 | 81% |
| CVKFX | Victory Pioneer Disciplined Value Fund· Victory Portfolios IV | Non-compliant | 77 | 96% |
| CVLC | Calvert US Large-Cap Core Responsible Index ETF· Morgan Stanley ETF Trust | Non-compliant | 762 | 98% |
| CVLCX | Calamos Global Opportunities Fund· CALAMOS INVESTMENT TRUST/IL | Non-compliant | 93 | 86% |
| CVLEX | Cullen Value Fund· Cullen Funds Trust | Non-compliant | 43 | 88% |
| CVLFX | Cullen Value Fund· Cullen Funds Trust | Non-compliant | 43 | 88% |
| CVLOX | Calamos Global Opportunities Fund· CALAMOS INVESTMENT TRUST/IL | Non-compliant | 93 | 86% |
| CVLVX | Cullen Value Fund· Cullen Funds Trust | Non-compliant | 43 | 88% |
| CVMAX | Calvert Emerging Markets Equity Fund· Calvert World Values Fund, Inc. | Non-compliant | 70 | 96% |
| CVMC | Calvert US Mid-Cap Core Responsible Index ETF· Morgan Stanley ETF Trust | Non-compliant | 599 | 92% |
| CVMCX | Calvert Emerging Markets Equity Fund· Calvert World Values Fund, Inc. | Non-compliant | 70 | 96% |
| CVMIX | Calvert Emerging Markets Equity Fund· Calvert World Values Fund, Inc. | Non-compliant | 70 | 96% |
| CVMRX | Calvert Emerging Markets Equity Fund· Calvert World Values Fund, Inc. | Non-compliant | 70 | 96% |
| CVNX | Defiance Daily Target 2x Long Cvna ETF· Tidal Trust II | Non-compliant | 7 | 17% |
| CVQZX | Columbia Disciplined Value Fund· Columbia Funds Series Trust II | Non-compliant | 96 | 97% |
| CVRD | Madison Covered Call ETF· Madison ETFs Trust | Non-compliant | 70 | 93% |
| CVSB | Calvert Ultra-Short Investment Grade ETF· Morgan Stanley ETF Trust | Non-compliant | 261 | 63% |
| CVSE | Calvert US Select Equity ETF· Morgan Stanley ETF Trust | Non-compliant | 163 | 98% |
| CVSM | CresAlta Small and Mid-Cap ETF· Elevation Series Trust | Non-compliant | 48 | 77% |
| CVTCX | Calamos Growth & Income Fund· CALAMOS INVESTMENT TRUST/IL | Non-compliant | 150 | 91% |
| CVTRX | Calamos Growth & Income Fund· CALAMOS INVESTMENT TRUST/IL | Non-compliant | 150 | 91% |
| CVY | Invesco Zacks Multi-Asset Income ETF· Invesco Exchange-Traded Fund Trust | Non-compliant | 152 | 64% |
| CWB | State Street(R) SPDR(R) Bloomberg Convertible Securities ETF· SPDR SERIES TRUST | Non-compliant | 347 | 71% |
| CWBCX | Capital World Bond Fund | Non-compliant | 2,761 | 35% |
| CWBFX | Capital World Bond Fund | Non-compliant | 2,761 | 35% |
| CWEAX | Catalyst/Welton Advantage Multi-Strategy Fund· MUTUAL FUND SERIES TRUST | Non-compliant | 152 | 60% |
| CWECX | Catalyst/Welton Advantage Multi-Strategy Fund· MUTUAL FUND SERIES TRUST | Non-compliant | 152 | 60% |
| CWEIX | Catalyst/Welton Advantage Multi-Strategy Fund· MUTUAL FUND SERIES TRUST | Non-compliant | 152 | 60% |
| CWFAX | Carillon Chartwell Short Duration High Yield Fund· Carillon Series Trust | Non-compliant | 75 | 32% |
| CWFCX | Carillon Chartwell Short Duration High Yield Fund· Carillon Series Trust | Non-compliant | 75 | 32% |
| CWFIX | Carillon Chartwell Short Duration High Yield Fund· Carillon Series Trust | Non-compliant | 75 | 32% |
| CWFRX | Carillon Chartwell Short Duration High Yield Fund· Carillon Series Trust | Non-compliant | 75 | 32% |
| CWGCX | Capital World Growth & Income Fund | Non-compliant | 346 | 93% |
| CWGFX | Capital World Growth & Income Fund | Non-compliant | 346 | 93% |
| CWGIX | Capital World Growth & Income Fund | Non-compliant | 346 | 93% |
| CWI | State Street(R) SPDR(R) MSCI ACWI ex-US ETF· SPDR INDEX SHARES FUNDS | Non-compliant | 1,148 | 94% |
| CWIAX | Capital World Growth & Income Fund | Non-compliant | 346 | 93% |
| CWICX | Capital World Growth & Income Fund | Non-compliant | 346 | 93% |
| CWIEX | Capital World Growth & Income Fund | Non-compliant | 346 | 93% |
| CWIFX | Capital World Growth & Income Fund | Non-compliant | 346 | 93% |
| CWMAX | Washington Mutual Investors Fund | Non-compliant | 200 | 93% |
| CWMCX | Washington Mutual Investors Fund | Non-compliant | 200 | 93% |
| CWMEX | Washington Mutual Investors Fund | Non-compliant | 200 | 93% |
| CWMFX | Washington Mutual Investors Fund | Non-compliant | 200 | 93% |
| CWS | AdvisorShares Focused Equity ETF· AdvisorShares Trust | Non-compliant | 26 | 87% |
| CWSAX | Carillon Chartwell Small Cap Growth Fund· Carillon Series Trust | Non-compliant | 92 | 81% |
| CWSBX | Carillon Chartwell Small Cap Growth Fund· Carillon Series Trust | Non-compliant | 92 | 81% |
| CWSCX | Carillon Chartwell Small Cap Value Fund· Carillon Series Trust | Non-compliant | 75 | 76% |
| CWSGX | Carillon Chartwell Small Cap Growth Fund· Carillon Series Trust | Non-compliant | 92 | 81% |
| CWSHX | Carillon Chartwell Small Cap Value Fund· Carillon Series Trust | Non-compliant | 75 | 76% |
| CWSIX | Carillon Chartwell Small Cap Value Fund· Carillon Series Trust | Non-compliant | 75 | 76% |
| CWSRX | Carillon Chartwell Small Cap Growth Fund· Carillon Series Trust | Non-compliant | 92 | 81% |
| CWSWX | Carillon Chartwell Small Cap Value Fund· Carillon Series Trust | Non-compliant | 75 | 76% |
| CWVCX | Calvert International Equity Fund· Calvert World Values Fund, Inc. | Non-compliant | 45 | 97% |
| CWVGX | Calvert International Equity Fund· Calvert World Values Fund, Inc. | Non-compliant | 45 | 97% |
30,375 funds · page 32 of 304