30,379 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
- 30,379
- Reached a verdict
- 18,509
- Compliant
- 274
- Could not be decided
- 11,870
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 |
|---|---|---|---|---|
| IUAAX | VY(R) INVESCO EQUITY AND INCOME PORTFOLIO· Voya Partners Inc | Non-compliant | 353 | 84% |
| IUAEX | JPMorgan International Focus Fund· JPMorgan Trust I | Non-compliant | 72 | 95% |
| IUAIX | VY(R) INVESCO EQUITY AND INCOME PORTFOLIO· Voya Partners Inc | Non-compliant | 353 | 84% |
| IUASX | VY(R) INVESCO EQUITY AND INCOME PORTFOLIO· Voya Partners Inc | Non-compliant | 353 | 84% |
| IUCEX | JPMorgan International Focus Fund· JPMorgan Trust I | Non-compliant | 72 | 95% |
| IUEFX | JPMorgan International Focus Fund· JPMorgan Trust I | Non-compliant | 72 | 95% |
| IUENX | JPMorgan International Focus Fund· JPMorgan Trust I | Non-compliant | 72 | 95% |
| IUERX | JPMorgan International Focus Fund· JPMorgan Trust I | Non-compliant | 72 | 95% |
| IUESX | JPMorgan International Focus Fund· JPMorgan Trust I | Non-compliant | 72 | 95% |
| IUS | Invesco RAFI Strategic US ETF· Invesco Exchange-Traded Self-Indexed Fund Trust | Non-compliant | 546 | 96% |
| IUSB | iShares Core Universal USD Bond ETF· iShares Trust | Non-compliant | 18,110 | 76% |
| IUSBX | VOYA U.S. BOND INDEX PORTFOLIO· Voya VARIABLE PORTFOLIOS INC | Non-compliant | 4,540 | 85% |
| IUSG | iShares Core S&P U.S. Growth ETF· iShares Trust | Non-compliant | 395 | 97% |
| IUSV | iShares Core S&P U.S. Value ETF· iShares Trust | Non-compliant | 742 | 96% |
| IUTCX | Invesco Dividend Income Fund· AIM Sector Funds (Invesco Sector Funds) | Non-compliant | 74 | 93% |
| IUTIX | Columbia U.S. Treasury Index Fund· COLUMBIA FUNDS SERIES TRUST I | Non-compliant | 281 | 100% |
| IVAEX | Nomura Asset Strategy Fund· IVY FUNDS | Non-compliant | 554 | 69% |
| IVAL | Alpha Architect International Quantitative Value ETF· EA Series Trust | Non-compliant | 51 | 91% |
| IVBDX | Nomura Global Bond Fund· IVY FUNDS | Non-compliant | 379 | 45% |
| IVCSX | VOYA SMALL COMPANY PORTFOLIO· Voya VARIABLE PORTFOLIOS INC | Non-compliant | 192 | 81% |
| IVE | iShares S&P 500 Value ETF· iShares Trust | Non-compliant | 442 | 97% |
| IVEIX | Nomura Climate Solutions Fund· IVY FUNDS | Non-compliant | 35 | 92% |
| IVES | Dan IVES Wedbush AI Revolution ETF· Wedbush Series Trust | Non-compliant | 31 | 95% |
| IVFAX | Federated Hermes International Strategic Value Dividend Fund· Federated Hermes Equity Funds | Non-compliant | 44 | 89% |
| IVFCX | Federated Hermes International Strategic Value Dividend Fund· Federated Hermes Equity Funds | Non-compliant | 44 | 89% |
| IVFIX | Federated Hermes International Strategic Value Dividend Fund· Federated Hermes Equity Funds | Non-compliant | 44 | 89% |
| IVFLX | Federated Hermes International Strategic Value Dividend Fund· Federated Hermes Equity Funds | Non-compliant | 44 | 89% |
| IVGAX | VY(R) INVESCO GROWTH AND INCOME PORTFOLIO· Voya Investors Trust | Non-compliant | 79 | 96% |
| IVGIX | VY(R) INVESCO GROWTH AND INCOME PORTFOLIO· Voya Investors Trust | Non-compliant | 79 | 96% |
| IVGSX | VY(R) INVESCO GROWTH AND INCOME PORTFOLIO· Voya Investors Trust | Non-compliant | 79 | 96% |
| IVGTX | VY(R) MORGAN STANLEY GLOBAL FRANCHISE PORTFOLIO· Voya Investors Trust | Non-compliant | 37 | 96% |
| IVHIX | Nomura High Income Fund· IVY FUNDS | Non-compliant | 621 | 26% |
| IVIAX | Nomura International Core Equity Fund· IVY FUNDS | Non-compliant | 50 | 85% |
| IVIFX | Nomura International Core Equity Fund· IVY FUNDS | Non-compliant | 50 | 85% |
| IVINX | Nomura Global Growth Fund· IVY FUNDS | Non-compliant | 61 | 94% |
| IVIPX | VY(R) INVESCO EQUITY AND INCOME PORTFOLIO· Voya Partners Inc | Non-compliant | 353 | 84% |
| IVITX | VY(R) INVESCO GROWTH AND INCOME PORTFOLIO· Voya Investors Trust | Non-compliant | 79 | 96% |
| IVIYX | Nomura Global Growth Fund· IVY FUNDS | Non-compliant | 61 | 94% |
| IVKAX | VY(R) INVESCO COMSTOCK PORTFOLIO· Voya Partners Inc | Non-compliant | 87 | 97% |
| IVKIX | VY(R) INVESCO COMSTOCK PORTFOLIO· Voya Partners Inc | Non-compliant | 87 | 97% |
| IVKSX | VY(R) INVESCO COMSTOCK PORTFOLIO· Voya Partners Inc | Non-compliant | 87 | 97% |
| IVKTX | VY(R) INVESCO COMSTOCK PORTFOLIO· Voya Partners Inc | Non-compliant | 87 | 97% |
| IVLU | iShares MSCI Intl Value Factor ETF· iShares Trust | Non-compliant | 365 | 90% |
| IVNCX | Nomura Global Growth Fund· IVY FUNDS | Non-compliant | 61 | 94% |
| IVOAX | Nomura Mid Cap Income Opportunities Fund· IVY FUNDS | Non-compliant | 39 | 88% |
| IVOCX | Nomura Mid Cap Income Opportunities Fund· IVY FUNDS | Non-compliant | 39 | 88% |
| IVOG | VANGUARD S&P MID-CAP 400 GROWTH INDEX FUND· VANGUARD ADMIRAL FUNDS | Non-compliant | 246 | 89% |
| IVOIX | Nomura Mid Cap Income Opportunities Fund· IVY FUNDS | Non-compliant | 39 | 88% |
| IVOO | VANGUARD S&P MID-CAP 400 INDEX FUND· VANGUARD ADMIRAL FUNDS | Non-compliant | 404 | 85% |
| IVORX | Nomura Mid Cap Income Opportunities Fund· IVY FUNDS | Non-compliant | 39 | 88% |
| IVOSX | Nomura Mid Cap Income Opportunities Fund· IVY FUNDS | Non-compliant | 39 | 88% |
| IVOV | VANGUARD S&P MID-CAP 400 VALUE INDEX FUND· VANGUARD ADMIRAL FUNDS | Non-compliant | 306 | 80% |
| IVOYX | Nomura Mid Cap Income Opportunities Fund· IVY FUNDS | Non-compliant | 39 | 88% |
| IVPOX | VOYA SMALLCAP OPPORTUNITIES PORTFOLIO· Voya Variable Products Trust | Non-compliant | 109 | 77% |
| IVPSX | VOYA SMALL COMPANY PORTFOLIO· Voya VARIABLE PORTFOLIOS INC | Non-compliant | 192 | 81% |
| IVRIX | VY Columbia Real Estate Portfolio· Voya Investors Trust | Non-compliant | 79 | 87% |
| IVRS | iShares Future Metaverse Tech and Communications ETF· iShares Trust | Non-compliant | 47 | 80% |
| IVRSX | VY Columbia Real Estate Portfolio· Voya Investors Trust | Non-compliant | 79 | 87% |
| IVRTX | VY Columbia Real Estate Portfolio· Voya Investors Trust | Non-compliant | 79 | 87% |
| IVSAX | Nomura Global Bond Fund· IVY FUNDS | Non-compliant | 379 | 45% |
| IVSCX | Nomura Global Bond Fund· IVY FUNDS | Non-compliant | 379 | 45% |
| IVSI | Applied Finance IVS International Large ETF· ETF Opportunities Trust | Non-compliant | 193 | 93% |
| IVSIX | Nomura Global Bond Fund· IVY FUNDS | Non-compliant | 379 | 45% |
| IVSOX | VOYA SMALLCAP OPPORTUNITIES PORTFOLIO· Voya Variable Products Trust | Non-compliant | 109 | 77% |
| IVSS | Applied Finance IVS US SMID ETF· ETF Opportunities Trust | Non-compliant | 362 | 84% |
| IVSX | Applied Finance IVS International SMID ETF· ETF Opportunities Trust | Non-compliant | 249 | 93% |
| IVSYX | Nomura Global Bond Fund· IVY FUNDS | Non-compliant | 379 | 45% |
| IVV | iShares Core S&P 500 ETF· iShares Trust | Non-compliant | 508 | 99% |
| IVVIX | Nomura Smid Cap Core Fund· IVY FUNDS | Non-compliant | 128 | 91% |
| IVVYX | Nomura International Core Equity Fund· IVY FUNDS | Non-compliant | 50 | 85% |
| IVW | iShares S&P 500 Growth ETF· iShares Trust | Non-compliant | 150 | 98% |
| IWB | iShares Russell 1000 ETF· iShares Trust | Non-compliant | 1,028 | 97% |
| IWC | iShares Micro-Cap ETF· iShares Trust | Non-compliant | 1,383 | 65% |
| IWD | iShares Russell 1000 Value ETF· iShares Trust | Non-compliant | 873 | 97% |
| IWEDX | VOYA LARGE CAP VALUE FUND· Voya Equity Trust | Non-compliant | 72 | 94% |
| IWF | iShares Russell 1000 Growth ETF· iShares Trust | Non-compliant | 371 | 98% |
| IWFG | NYLIM Winslow Focused Large Cap Growth ETF· NYLIM Active ETF Trust | Non-compliant | 28 | 96% |
| IWIRX | Guinness Atkinson Global Innovators Fund· GUINNESS ATKINSON FUNDS | Non-compliant | 30 | 72% |
| IWL | iShares Russell Top 200 ETF· iShares Trust | Non-compliant | 202 | 97% |
| IWLG | NYLIM Winslow Large Cap Growth ETF· NYLIM Active ETF Trust | Non-compliant | 41 | 99% |
| IWM | iShares Russell 2000 ETF· iShares Trust | Non-compliant | 2,017 | 68% |
| IWN | iShares Russell 2000 Value ETF· iShares Trust | Non-compliant | 1,426 | 76% |
| IWO | iShares Russell 2000 Growth ETF· iShares Trust | Non-compliant | 1,137 | 69% |
| IWP | iShares Russell Mid-Cap Growth ETF· iShares Trust | Non-compliant | 270 | 89% |
| IWR | iShares Russell Mid-Cap ETF· iShares Trust | Non-compliant | 830 | 90% |
| IWS | iShares Russell Mid-Cap Value ETF· iShares Trust | Non-compliant | 724 | 92% |
| IWSBX | Voya Short Duration Bond Fund· Voya Funds Trust | Non-compliant | 659 | 43% |
| IWTTX | Voya Global High Dividend Low Volatility Portfolio· Voya VARIABLE PORTFOLIOS INC | Non-compliant | 243 | 93% |
| IWV | iShares Russell 3000 ETF· iShares Trust | Non-compliant | 2,596 | 95% |
| IWX | iShares Russell Top 200 Value ETF· iShares Trust | Non-compliant | 153 | 95% |
| IWY | iShares Russell Top 200 Growth ETF· iShares Trust | Non-compliant | 104 | 99% |
| IXC | iShares Global Energy ETF· iShares Trust | Non-compliant | 62 | 95% |
| IXG | iShares Global Financials ETF· iShares Trust | Non-compliant | 242 | 94% |
| IXJ | iShares Global Healthcare ETF· iShares Trust | Non-compliant | 124 | 97% |
| IXP | iShares Global Comm Services ETF· iShares Trust | Non-compliant | 83 | 96% |
| IXUS | iShares Core MSCI Total International Stock ETF· iShares Trust | Non-compliant | 4,530 | 86% |
| IYBFX | Nomura Balanced Fund· IVY FUNDS | Non-compliant | 494 | 77% |
| IYBIX | Nomura Balanced Fund· IVY FUNDS | Non-compliant | 494 | 77% |
| IYC | iShares U.S. Consumer Discretionary ETF· iShares Trust | Non-compliant | 161 | 94% |
| IYCEX | Nomura Core Equity Fund· IVY FUNDS | Non-compliant | 52 | 95% |
30,379 funds · page 86 of 304