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 |
|---|---|---|---|---|
| GTILX | Disciplined U.S. Growth Equity Portfolio· GLENMEDE FUND INC | Non-compliant | 61 | 98% |
| GTIP | Goldman Sachs Access Inflation Protected USD Bond ETF· Goldman Sachs ETF Trust | Non-compliant | 38 | 100% |
| GTIRX | Goldman Sachs Investment Grade Credit Fund· GOLDMAN SACHS TRUST | Non-compliant | 519 | 57% |
| GTIUX | Goldman Sachs Investment Grade Credit Fund· GOLDMAN SACHS TRUST | Non-compliant | 519 | 57% |
| GTLIX | Disciplined U.S. Equity Portfolio· GLENMEDE FUND INC | Non-compliant | 104 | 96% |
| GTLLX | Disciplined U.S. Growth Equity Portfolio· GLENMEDE FUND INC | Non-compliant | 61 | 98% |
| GTLOX | Disciplined U.S. Equity Portfolio· GLENMEDE FUND INC | Non-compliant | 104 | 96% |
| GTMIX | GMO International Opportunistic Value Fund· GMO TRUST | Non-compliant | 174 | 96% |
| GTMRX | Goldman Sachs Small/Mid Cap Growth Fund· Goldman Sachs Trust | Non-compliant | 104 | 89% |
| GTMTX | Goldman Sachs Small/Mid Cap Growth Fund· Goldman Sachs Trust | Non-compliant | 104 | 89% |
| GTMUX | Goldman Sachs Small/Mid Cap Growth Fund· Goldman Sachs Trust | Non-compliant | 104 | 89% |
| GTO | Invesco Total Return Bond ETF· Invesco Actively Managed Exchange-Traded Fund Trust | Non-compliant | 1,799 | 42% |
| GTOH | Invesco Short Duration High Yield ETF· Invesco Actively Managed Exchange-Traded Fund Trust | Non-compliant | 191 | 26% |
| GTOQ | Invesco High Yield Systematic Bond ETF· Invesco Actively Managed Exchange-Traded Fund Trust | Non-compliant | 478 | 24% |
| GTORX | Goldman Sachs Technology Opportunities Fund· Goldman Sachs Trust | Non-compliant | 39 | 100% |
| GTOS | Invesco Short Duration Total Return Bond ETF· Invesco Actively Managed Exchange-Traded Fund Trust | Non-compliant | 693 | 29% |
| GTPE | Goldman Sachs MSCI World Private Equity Return Tracker ETF· Goldman Sachs ETF Trust | Non-compliant | 1,371 | 72% |
| GTR | WisdomTree Target Range Fund· WisdomTree Trust | Non-compliant | 18 | 72% |
| GTRCX | Nationwide Fund· Nationwide Mutual Funds | Non-compliant | 54 | 100% |
| GTSAX | Invesco Small Cap Growth Fund· AIM Growth Series (Invesco Growth Series) | Non-compliant | 103 | 80% |
| GTSCX | Small Cap Equity Portfolio· GLENMEDE FUND INC | Non-compliant | 87 | 79% |
| GTSDX | Invesco Small Cap Growth Fund· AIM Growth Series (Invesco Growth Series) | Non-compliant | 103 | 80% |
| GTSFX | Invesco Small Cap Growth Fund· AIM Growth Series (Invesco Growth Series) | Non-compliant | 103 | 80% |
| GTSGX | Madison Mid Cap Fund· MADISON FUNDS | Non-compliant | 38 | 92% |
| GTSIX | Invesco Small Cap Growth Fund· AIM Growth Series (Invesco Growth Series) | Non-compliant | 103 | 80% |
| GTSRX | Invesco Small Cap Growth Fund· AIM Growth Series (Invesco Growth Series) | Non-compliant | 103 | 80% |
| GTSVX | Invesco Small Cap Growth Fund· AIM Growth Series (Invesco Growth Series) | Non-compliant | 103 | 80% |
| GTSYX | Invesco Small Cap Growth Fund· AIM Growth Series (Invesco Growth Series) | Non-compliant | 103 | 80% |
| GTTIX | Gabelli Global Content & Connectivity Fund· GAMCO Global Series Funds, Inc | Non-compliant | 62 | 84% |
| GTTRX | Goldman Sachs Small Cap Value Insights Fund· Goldman Sachs Trust | Non-compliant | 505 | 80% |
| GTTTX | Goldman Sachs Small Cap Value Insights Fund· Goldman Sachs Trust | Non-compliant | 505 | 80% |
| GTTUX | Goldman Sachs Small Cap Value Insights Fund· Goldman Sachs Trust | Non-compliant | 505 | 80% |
| GUBGX | Victory RS International Fund· Victory Portfolios | Non-compliant | 83 | 88% |
| GUGAX | GMO Multi-Sector Fixed Income Fund· GMO TRUST | Non-compliant | 399 | 44% |
| GUHYX | Victory High Yield Fund· Victory Portfolios | Non-compliant | 414 | 23% |
| GUNR | FlexShares Morningstar Global Upstream Natural Resources Index Fund· FlexShares Trust | Non-compliant | 194 | 94% |
| GURU | Global X Guru Index ETF· GLOBAL X FUNDS | Non-compliant | 88 | 86% |
| GUSA | Goldman Sachs MarketBeta U.S. 1000 Equity ETF· Goldman Sachs ETF Trust II | Non-compliant | 1,013 | 97% |
| GUSE | Goldman Sachs Enhanced U.S. Equity ETF· Goldman Sachs ETF Trust | Non-compliant | 122 | 98% |
| GUSH | Direxion Daily S&P Oil & Gas Exp. & Prod. Bull 2X Shares· Direxion Shares ETF Trust | Non-compliant | 60 | 54% |
| GUSOX | GMO U.S. Opportunistic Value Fund· GMO TRUST | Non-compliant | 166 | 94% |
| GUSTX | GMO U.S. Treasury Fund· GMO TRUST | Non-compliant | 22 | 76% |
| GUSYX | GRANDEUR PEAK US STALWARTS FUND· Grandeur Peak Global Trust | Non-compliant | 48 | 100% |
| GUT | Gabelli Utility Trust | Non-compliant | 185 | 89% |
| GUT-PC | Gabelli Utility Trust | Non-compliant | 185 | 92% |
| GUXPX | The Gabelli Utilities Fund· Gabelli Utilities Fund | Non-compliant | 212 | 93% |
| GVAL | Cambria Global Value ETF· Cambria ETF Trust | Non-compliant | 114 | 72% |
| GVALX | Gotham Large Value Fund· FundVantage Trust | Non-compliant | 275 | 98% |
| GVCAX | The Gabelli Value 25 Fund Inc.· Gabelli Value 25 Fund Inc | Non-compliant | 86 | 93% |
| GVCCX | The Gabelli Value 25 Fund Inc.· Gabelli Value 25 Fund Inc | Non-compliant | 86 | 93% |
| GVCIX | The Gabelli Value 25 Fund Inc.· Gabelli Value 25 Fund Inc | Non-compliant | 86 | 93% |
| GVEQX | GOVERNMENT STREET EQUITY FUND· Williamsburg Investment Trust | Non-compliant | 79 | 88% |
| GVEYX | VALUE EQUITY FUND· GuideStone Funds | Non-compliant | 161 | 90% |
| GVEZX | VALUE EQUITY FUND· GuideStone Funds | Non-compliant | 161 | 90% |
| GVI | iShares Intermediate Government/Credit Bond ETF· iShares Trust | Non-compliant | 6,179 | 85% |
| GVIP | Goldman Sachs Hedge Industry VIP ETF· Goldman Sachs ETF Trust | Non-compliant | 51 | 90% |
| GVIRX | Goldman Sachs U.S. Equity Dividend and Premium Fund· GOLDMAN SACHS TRUST | Non-compliant | 189 | 96% |
| GVIYX | Value Equity Index Fund· GuideStone Funds | Non-compliant | 749 | 89% |
| GVIZX | Value Equity Index Fund· GuideStone Funds | Non-compliant | 749 | 89% |
| GVLE | Goldman Sachs Value Opportunities ETF· Goldman Sachs ETF Trust | Non-compliant | 33 | 94% |
| GVLU | Gotham 1000 Value ETF· Tidal Trust I | Non-compliant | 487 | 75% |
| GVMCX | GOVERNMENT STREET OPPORTUNITIES FUND· Williamsburg Investment Trust | Non-compliant | 87 | 80% |
| GVTFX | U.S. Government Securities Fund· AMERICAN FUNDS INCOME SERIES | Non-compliant | 1,526 | 92% |
| GVUS | Goldman Sachs MarketBeta(R) Russell 1000 Value Equity ETF· Goldman Sachs ETF Trust | Non-compliant | 856 | 94% |
| GWEIX | AMG GW&K Small Cap Core Fund· AMG Funds | Non-compliant | 94 | 83% |
| GWETX | AMG GW&K Small Cap Core Fund· AMG Funds | Non-compliant | 94 | 83% |
| GWEZX | AMG GW&K Small Cap Core Fund· AMG Funds | Non-compliant | 94 | 83% |
| GWGIX | AMG GW&K Small/Mid Cap Core Fund· AMG Funds | Non-compliant | 92 | 93% |
| GWGVX | AMG GW&K Small/Mid Cap Core Fund· AMG Funds | Non-compliant | 92 | 93% |
| GWGZX | AMG GW&K Small/Mid Cap Core Fund· AMG Funds | Non-compliant | 92 | 93% |
| GWHYX | AMG GW&K High Yield Bond SMA Shares· AMG Funds | Non-compliant | 214 | 41% |
| GWILX | SMID Core Equity Portfolio· GLENMEDE FUND INC | Non-compliant | 27 | 85% |
| GWLIX | abrdn Emerging Markets Ex-China Fund· abrdn Funds | Non-compliant | 68 | 84% |
| GWLRX | abrdn Emerging Markets Ex-China Fund· abrdn Funds | Non-compliant | 68 | 84% |
| GWSAX | The Gabelli Focused Growth and Income Fund· Gabelli Equity Series Funds Inc | Non-compliant | 35 | 82% |
| GWSBX | AMG GW&K Securitized Bond SMA Shares· AMG Funds | Non-compliant | 171 | 73% |
| GWSCX | The Gabelli Focused Growth and Income Fund· Gabelli Equity Series Funds Inc | Non-compliant | 35 | 82% |
| GWSIX | The Gabelli Focused Growth and Income Fund· Gabelli Equity Series Funds Inc | Non-compliant | 35 | 82% |
| GWSVX | The Gabelli Focused Growth and Income Fund· Gabelli Equity Series Funds Inc | Non-compliant | 35 | 82% |
| GWSZX | AMG GW&K Small Cap Growth Fund· AMG Funds IV | Non-compliant | 88 | 84% |
| GWTLX | SMID Core Equity Portfolio· GLENMEDE FUND INC | Non-compliant | 27 | 85% |
| GWURX | GuideMark World ex-US Fund· GPS Funds I | Non-compliant | 288 | 87% |
| GWX | State Street(R) SPDR(R) S&P(R) International Small Cap ETF· SPDR INDEX SHARES FUNDS | Non-compliant | 2,091 | 70% |
| GXC | State Street(R) SPDR(R) S&P(R) China ETF· SPDR INDEX SHARES FUNDS | Non-compliant | 1,316 | 85% |
| GXIG | Global X Investment Grade Corporate Bond ETF· GLOBAL X FUNDS | Non-compliant | 100 | 72% |
| GXLC | Global X U.S. 500 ETF· GLOBAL X FUNDS | Non-compliant | 501 | 99% |
| GXPC | Global X PureCap MSCI Communication Services ETF· GLOBAL X FUNDS | Non-compliant | 26 | 99% |
| GXPD | Global X PureCap MSCI Consumer Discretionary ETF· GLOBAL X FUNDS | Non-compliant | 50 | 98% |
| GXPE | Global X PureCap MSCI Energy ETF· GLOBAL X FUNDS | Non-compliant | 22 | 97% |
| GXPS | Global X PureCap MSCI Consumer Staples ETF· GLOBAL X FUNDS | Non-compliant | 32 | 99% |
| GXUS | Goldman Sachs MarketBeta Total International Equity ETF· Goldman Sachs ETF Trust II | Non-compliant | 2,467 | 89% |
| GXXAX | abrdn U.S. Sustainable Leaders Fund· abrdn Funds | Non-compliant | 40 | 96% |
| GXXCX | abrdn U.S. Sustainable Leaders Fund· abrdn Funds | Non-compliant | 40 | 96% |
| GXXIX | abrdn U.S. Sustainable Leaders Fund· abrdn Funds | Non-compliant | 40 | 96% |
| GYLD | Arrow Dow Jones Global Yield ETF· Arrow ETF Trust | Non-compliant | 147 | 48% |
| HABDX | Harbor Core Plus Fund· HARBOR FUNDS | Non-compliant | 667 | 55% |
| HACAX | Harbor Capital Appreciation Fund· HARBOR FUNDS | Non-compliant | 50 | 99% |
| HACBX | Harbor Core Bond Fund· HARBOR FUNDS | Non-compliant | 490 | 61% |
| HACSX | Harbor Ares Systematic Convertible Securities Fund· HARBOR FUNDS | Non-compliant | 152 | 72% |
| HADAX | HARTFORD BALANCED HLS FUND· HARTFORD SERIES FUND INC | Non-compliant | 460 | 92% |
30,302 funds · page 72 of 304