30,303 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 |
|---|---|---|---|---|
| DIVZ | Polen Dividend Income ETF· Elevation Series Trust | Non-compliant | 30 | 95% |
| DJD | Invesco Dow Jones Industrial Average Dividend ETF· Invesco Exchange-Traded Fund Trust | Non-compliant | 28 | 100% |
| DJIA | Global X Dow 30 Covered Call ETF· GLOBAL X FUNDS | Non-compliant | 31 | 96% |
| DKNX | Defiance Daily Target 2x Long Dkng ETF· Tidal Trust II | Non-compliant | 9 | 58% |
| DLACX | BNY Mellon Large Cap Equity Fund· BNY Mellon Investment Funds V, Inc. | Non-compliant | 93 | 95% |
| DLBMX | MassMutual Small Cap Opportunities Fund· MASSMUTUAL PREMIER FUNDS | Non-compliant | 102 | 82% |
| DLCEX | DANA LARGE CAP EQUITY FUND· Valued Advisers Trust | Non-compliant | 47 | 96% |
| DLCFX | Destinations Large Cap Equity Fund· Brinker Capital Destinations Trust | Non-compliant | 307 | 87% |
| DLCIX | DANA LARGE CAP EQUITY FUND· Valued Advisers Trust | Non-compliant | 47 | 96% |
| DLCZX | Destinations Large Cap Equity Fund· Brinker Capital Destinations Trust | Non-compliant | 307 | 87% |
| DLDCX | BNY Mellon Natural Resources Fund· BNY MELLON OPPORTUNITY FUNDS | Non-compliant | 41 | 91% |
| DLDFX | Destinations Low Duration Fixed Income Fund· Brinker Capital Destinations Trust | Non-compliant | 520 | 14% |
| DLDRX | BNY Mellon Natural Resources Fund· BNY MELLON OPPORTUNITY FUNDS | Non-compliant | 41 | 91% |
| DLDYX | BNY Mellon Natural Resources Fund· BNY MELLON OPPORTUNITY FUNDS | Non-compliant | 41 | 91% |
| DLDZX | Destinations Low Duration Fixed Income Fund· Brinker Capital Destinations Trust | Non-compliant | 520 | 14% |
| DLEIX | DoubleLine Emerging Markets Fixed Income Fund· DoubleLine Funds Trust | Non-compliant | 158 | 15% |
| DLENX | DoubleLine Emerging Markets Fixed Income Fund· DoubleLine Funds Trust | Non-compliant | 158 | 15% |
| DLEUX | DoubleLine Shiller Enhanced International CAPE· DoubleLine Funds Trust | Non-compliant | 265 | 34% |
| DLFIX | DoubleLine Core Fixed Income Fund· DoubleLine Funds Trust | Non-compliant | 1,727 | 52% |
| DLFNX | DoubleLine Core Fixed Income Fund· DoubleLine Funds Trust | Non-compliant | 1,727 | 52% |
| DLFRX | DoubleLine Floating Rate Fund· DoubleLine Funds Trust | Non-compliant | 377 | 7% |
| DLGBX | DoubleLine Global Bond Fund· DoubleLine Funds Trust | Non-compliant | 54 | 39% |
| DLGIX | DoubleLine Global Bond Fund· DoubleLine Funds Trust | Non-compliant | 54 | 39% |
| DLHAX | Nomura Healthcare Fund· Delaware Group Equity Funds IV | Non-compliant | 108 | 84% |
| DLHCX | Nomura Healthcare Fund· Delaware Group Equity Funds IV | Non-compliant | 108 | 84% |
| DLHIX | Nomura Healthcare Fund· Delaware Group Equity Funds IV | Non-compliant | 108 | 84% |
| DLHRX | BNY Mellon High Yield Fund· BNY Mellon Investment Funds III | Non-compliant | 305 | 21% |
| DLHYX | MML Barings High Yield Fund· MASSMUTUAL PREMIER FUNDS | Non-compliant | 314 | 25% |
| DLIIX | DoubleLine Shiller Enhanced International CAPE· DoubleLine Funds Trust | Non-compliant | 265 | 34% |
| DLINX | DoubleLine Flexible Income Fund· DoubleLine Funds Trust | Non-compliant | 1,268 | 27% |
| DLLDX | DoubleLine Long Duration Total Return Bond Fund· DoubleLine Funds Trust | Non-compliant | 60 | 91% |
| DLLIX | DoubleLine Low Duration Bond Fund· DoubleLine Funds Trust | Non-compliant | 887 | 36% |
| DLLL | GraniteShares 2x Long DELL Daily ETF· GraniteShares ETF Trust | Non-compliant | 3 | 63% |
| DLN | WisdomTree U.S. LargeCap Dividend Fund· WisdomTree Trust | Non-compliant | 312 | 96% |
| DLNIX | DoubleLine Long Duration Total Return Bond Fund· DoubleLine Funds Trust | Non-compliant | 60 | 91% |
| DLPIX | DoubleLine Flexible Income Fund· DoubleLine Funds Trust | Non-compliant | 1,268 | 27% |
| DLQAX | BNY Mellon Large Cap Equity Fund· BNY Mellon Investment Funds V, Inc. | Non-compliant | 93 | 95% |
| DLQIX | BNY Mellon Large Cap Equity Fund· BNY Mellon Investment Funds V, Inc. | Non-compliant | 93 | 95% |
| DLRHX | Nomura Healthcare Fund· Delaware Group Equity Funds IV | Non-compliant | 108 | 84% |
| DLS | WisdomTree International SmallCap Dividend Fund· WisdomTree Trust | Non-compliant | 1,023 | 76% |
| DLSIX | DoubleLine Shiller Enhanced CAPE· DoubleLine Funds Trust | Non-compliant | 779 | 41% |
| DLSNX | DoubleLine Low Duration Bond Fund· DoubleLine Funds Trust | Non-compliant | 887 | 36% |
| DLTIX | DoubleLine Total Return Bond Fund· DoubleLine Funds Trust | Non-compliant | 3,135 | 53% |
| DLTNX | DoubleLine Total Return Bond Fund· DoubleLine Funds Trust | Non-compliant | 3,135 | 53% |
| DLTRX | Nomura Limited-Term Diversified Income Fund· Delaware Group Limited-Term Government Funds | Non-compliant | 284 | 54% |
| DLTZX | Nomura Limited-Term Diversified Income Fund· Delaware Group Limited-Term Government Funds | Non-compliant | 284 | 54% |
| DLUIX | DoubleLine Low Duration Emerging Markets Fixed Income Fund· DoubleLine Funds Trust | Non-compliant | 87 | 17% |
| DLUX | DoubleLine UltraShort Income ETF· DoubleLine ETF Trust | Non-compliant | 190 | 50% |
| DLY | DoubleLine Yield Opportunities Fund | Non-compliant | 492 | 14% |
| DMA | Destra Multi-Alternative Fund | Non-compliant | 167 | 24% |
| DMAGX | Driehaus Global Fund· Driehaus Mutual Funds | Non-compliant | 102 | 90% |
| DMAY | FT Vest U.S. Equity Deep Buffer ETF - May· First Trust Exchange-Traded Fund VIII | Non-compliant | 13 | 99% |
| DMBS | DoubleLine Mortgage ETF· DoubleLine ETF Trust | Non-compliant | 193 | 83% |
| DMCRX | Driehaus Micro Cap Growth Fund· Driehaus Mutual Funds | Non-compliant | 133 | 69% |
| DMCVX | BNY Mellon Midcap Value Fund· BNY Mellon Advantage Funds, Inc. | Non-compliant | 78 | 89% |
| DMCY | Democracy International Fund· ADVISORS' INNER CIRCLE III | Non-compliant | 205 | 39% |
| DMCYX | BNY Mellon Midcap Value Fund· BNY Mellon Advantage Funds, Inc. | Non-compliant | 78 | 89% |
| DMIDX | BNY Mellon Midcap Index Fund, Inc.· BNY MELLON MIDCAP INDEX FUND, INC. | Non-compliant | 402 | 86% |
| DMSFX | Destinations Multi Strategy Alternatives Fund· Brinker Capital Destinations Trust | Non-compliant | 59 | 10% |
| DMSZX | Destinations Multi Strategy Alternatives Fund· Brinker Capital Destinations Trust | Non-compliant | 59 | 10% |
| DMX | DoubleLine Multi-Sector Income ETF· DoubleLine ETF Trust | Non-compliant | 619 | 12% |
| DMXF | iShares ESG Advanced MSCI EAFE ETF· iShares Trust | Non-compliant | 426 | 89% |
| DMXU | Xtrackers MSCI EAFE Selection Equity ETF· DBX ETF Trust | Non-compliant | 361 | 92% |
| DNAIX | Dunham Long/Short Credit Fund· Dunham Funds | Non-compliant | 99 | 68% |
| DNAVX | Dunham Dynamic Macro Fund· Dunham Funds | Non-compliant | 46 | 66% |
| DNCGX | Dunham Corporate/Government Bond Fund· Dunham Funds | Non-compliant | 719 | 50% |
| DNDGX | Dunham Small Cap Growth Fund· Dunham Funds | Non-compliant | 111 | 82% |
| DNEMX | Dunham Emerging Markets Stock Fund· Dunham Funds | Non-compliant | 67 | 85% |
| DNFGX | Dunham Focused Large Cap Growth Fund· Dunham Funds | Non-compliant | 33 | 100% |
| DNFRX | Dunham Floating Rate Bond Fund· Dunham Funds | Non-compliant | 279 | 6% |
| DNHYX | Dunham High Yield Bond Fund· Dunham Funds | Non-compliant | 286 | 27% |
| DNINX | Dunham International Stock Fund· Dunham Funds | Non-compliant | 425 | 91% |
| DNIOX | Dunham International Opportunity Bond Fund· Dunham Funds | Non-compliant | 577 | 16% |
| DNL | WisdomTree Global ex-U.S. Quality Growth Fund· WisdomTree Trust | Non-compliant | 214 | 92% |
| DNLAX | BNY Mellon Natural Resources Fund· BNY MELLON OPPORTUNITY FUNDS | Non-compliant | 41 | 91% |
| DNLCX | BNY Mellon Active MidCap Fund· BNY Mellon Strategic Funds, Inc. | Non-compliant | 239 | 94% |
| DNLDX | BNY Mellon Active MidCap Fund· BNY Mellon Strategic Funds, Inc. | Non-compliant | 239 | 94% |
| DNLRX | BNY Mellon Active MidCap Fund· BNY Mellon Strategic Funds, Inc. | Non-compliant | 239 | 94% |
| DNLVX | Dunham Large Cap Value Fund· Dunham Funds | Non-compliant | 74 | 93% |
| DNLYX | BNY Mellon Active MidCap Fund· BNY Mellon Strategic Funds, Inc. | Non-compliant | 239 | 94% |
| DNP | DNP Select Income Fund Inc | Non-compliant | 130 | 88% |
| DNREX | Dunham Real Estate Stock Fund· Dunham Funds | Non-compliant | 43 | 79% |
| DNSMX | Driehaus Small Cap Growth Fund· Driehaus Mutual Funds | Non-compliant | 122 | 77% |
| DNSVX | Dunham Small Cap Value Fund· Dunham Funds | Non-compliant | 210 | 78% |
| DNVYX | Davis New York Venture Fund· DAVIS NEW YORK VENTURE FUND INC | Non-compliant | 46 | 76% |
| DODBX | Dodge & Cox Balanced Fund· Dodge & Cox Funds | Non-compliant | 534 | 88% |
| DODEX | Dodge & Cox Emerging Markets Stock Fund· Dodge & Cox Funds | Non-compliant | 364 | 80% |
| DODFX | Dodge & Cox International Stock Fund· Dodge & Cox Funds | Non-compliant | 198 | 95% |
| DODGX | Dodge & Cox Stock Fund· Dodge & Cox Funds | Non-compliant | 90 | 96% |
| DODIX | Dodge & Cox Income Fund· Dodge & Cox Funds | Non-compliant | 1,660 | 81% |
| DODLX | Dodge & Cox Global Bond Fund· Dodge & Cox Funds | Non-compliant | 407 | 46% |
| DODWX | Dodge & Cox Global Stock Fund· Dodge & Cox Funds | Non-compliant | 192 | 95% |
| DOL | WisdomTree True Developed International Fund· WisdomTree Trust | Non-compliant | 302 | 94% |
| DOMIX | Domini Impact International Equity Fund· Domini Investment Trust | Non-compliant | 149 | 91% |
| DOMOX | Domini Impact International Equity Fund· Domini Investment Trust | Non-compliant | 149 | 91% |
| DOMYX | Domini Impact International Equity Fund· Domini Investment Trust | Non-compliant | 149 | 91% |
| DON | WisdomTree U.S. Midcap Dividend Fund· WisdomTree Trust | Non-compliant | 296 | 89% |
| DOPIX | BNY Mellon Opportunistic Small Cap Fund· BNY Mellon Advantage Funds, Inc. | Non-compliant | 109 | 72% |
| DOXBX | Dodge & Cox Balanced Fund· Dodge & Cox Funds | Non-compliant | 534 | 88% |
| DOXFX | Dodge & Cox International Stock Fund· Dodge & Cox Funds | Non-compliant | 198 | 95% |
30,303 funds · page 37 of 304