JSVZXETF / FundJPMorgan Small Cap Value Fund
Verdicts genuinely change. Free email alert the moment JSVZX's does — no target price to set, unlike a price alert.
Whether this fund clears the published standards, and the filings behind that answer. The screen runs first and nothing on the trading side can override it.
Structure, momentum, positioning and levels. Separate from the Sharia verdict above, which this side never overrides.
JPMorgan Small Cap Value Fund · JPMorgan Trust II
496 holdings
This fund holds short positions, so exposure is counted gross — long and short both count as exposure rather than netting off, and the weights below therefore sum to 103% of net assets rather than 100%. Shares of the portfolio are shown as shares of that gross exposure.
NON-COMPLIANT 60.38% of portfolio weight is in non-compliant holdings, over the 5% threshold.
496 holdings, 393 matched (76% of weight). Portfolio as of 2026-06-30, filed 2026-08-28. Source: SEC Form N-PORT.
5.84% of this portfolio’s income is non-permissible — weighted across holdings, computed over 58% of portfolio weight (285 of 496 holdings). The common approach purifies that proportion of income received — dividends — not of the position’s value. We report the ratio; what to do with it is a question for your own scholar.
17.3% compliant 0.0% questionable 58.5% non-compliant 24.3% unscreened
All holdings (496) · showing 251–496
| Holding | Status | Weight | Every methodology, and the debt ratio behind it |
|---|---|---|---|
| VVX V2X, Inc. | NON_COMPLIANT | 0.14% | AAOIFI39.2% Usmani33.3% Dow Jones Islamic56.3% S&P Shariah61.0% MSCI Islamic33.3% MSCI Islamic M-Series61.0% FTSE Shariah33.3% |
| Towne Bank | UNSCREENED | 0.14% | no in-house ratios for this holding |
| TDOC Teladoc Health, Inc. | NON_COMPLIANT | 0.14% | AAOIFI90.7% Usmani37.5% Dow Jones Islamic74.9% S&P Shariah58.5% MSCI Islamic37.5% MSCI Islamic M-Series58.5% FTSE Shariah36.1% |
| SR Spire, Inc. | NON_COMPLIANT | 0.14% | AAOIFI156.5% Usmani52.6% Dow Jones Islamic173.6% S&P Shariah194.4% MSCI Islamic52.6% MSCI Islamic M-Series194.4% FTSE Shariah52.6% |
| ACV Auctions, Inc. | UNSCREENED | 0.14% | no in-house ratios for this holding |
| NSIT Insight Enterprises, Inc. | NON_COMPLIANT | 0.14% | AAOIFI31.2% Usmani12.9% Dow Jones Islamic36.5% S&P Shariah31.5% MSCI Islamic12.9% MSCI Islamic M-Series31.5% FTSE Shariah12.9% |
| EFOR Everforth, Inc. | NON_COMPLIANT | 0.14% | AAOIFI112.1% Usmani37.2% Dow Jones Islamic63.4% S&P Shariah49.8% MSCI Islamic37.2% MSCI Islamic M-Series49.8% FTSE Shariah35.7% |
| PFSI PennyMac Financial Services, Inc. | NON_COMPLIANT | 0.14% | AAOIFI169.1% Usmani21.2% Dow Jones Islamic120.8% S&P Shariah129.5% MSCI Islamic21.2% MSCI Islamic M-Series129.5% FTSE Shariah21.2% |
| APG API Group Corp. | COMPLIANT | 0.14% | AAOIFI— Usmani— Dow Jones Islamic— S&P Shariah— MSCI Islamic— MSCI Islamic M-Series— FTSE Shariah— |
| AWR American States Water Co. | COMPLIANT | 0.14% | AAOIFI21.4% Usmani26.1% Dow Jones Islamic24.7% S&P Shariah25.3% MSCI Islamic26.1% MSCI Islamic M-Series25.3% FTSE Shariah25.9% |
| MYE Myers Industries, Inc. | COMPLIANT | 0.14% | AAOIFI29.3% Usmani40.1% Dow Jones Islamic48.4% S&P Shariah50.8% MSCI Islamic39.2% MSCI Islamic M-Series50.8% FTSE Shariah36.9% |
| NIC Nicolet Bankshares, Inc. | NON_COMPLIANT | 0.14% | AAOIFI2.6% Usmani0.6% Dow Jones Islamic4.3% S&P Shariah5.0% MSCI Islamic0.6% MSCI Islamic M-Series5.0% FTSE Shariah0.6% |
| ADEA Adeia, Inc. | COMPLIANT | 0.14% | AAOIFIpass Usmanifail Dow Jones Islamicpass S&P Shariahpass MSCI Islamicfail MSCI Islamic M-Seriespass FTSE Shariahfail |
| REX REX American Resources Corp. | COMPLIANT | 0.14% | AAOIFI1.1% Usmani2.1% Dow Jones Islamic1.4% S&P Shariah1.6% MSCI Islamic1.7% MSCI Islamic M-Series1.6% FTSE Shariah0.0% |
| AAT American Assets Trust, Inc. | NON_COMPLIANT | 0.14% | AAOIFI128.1% Usmani58.6% Dow Jones Islamic137.3% S&P Shariah141.5% MSCI Islamic58.6% MSCI Islamic M-Series141.5% FTSE Shariah58.6% |
| HLMN Hillman Solutions Corp. | NON_COMPLIANT | 0.14% | AAOIFI53.6% Usmani34.6% Dow Jones Islamic45.4% S&P Shariah45.6% MSCI Islamic33.7% MSCI Islamic M-Series45.6% FTSE Shariah29.2% |
| OII Oceaneering International, Inc. | NON_COMPLIANT | 0.14% | AAOIFI18.9% Usmani30.6% Dow Jones Islamic27.5% S&P Shariah29.7% MSCI Islamic30.6% MSCI Islamic M-Series29.7% FTSE Shariah18.2% |
| BRSP Brightspire Capital, Inc. | NON_COMPLIANT | 0.14% | AAOIFI604.5% Usmani73.3% Dow Jones Islamic444.7% S&P Shariah448.1% MSCI Islamic73.3% MSCI Islamic M-Series448.1% FTSE Shariah73.3% |
| PRIM Primoris Services Corp. | COMPLIANT | 0.14% | AAOIFI31.5% Usmani27.6% Dow Jones Islamic23.7% S&P Shariah29.6% MSCI Islamic27.6% MSCI Islamic M-Series29.6% FTSE Shariah17.2% |
| STGW Stagwell, Inc. | NON_COMPLIANT | 0.13% | AAOIFI79.6% Usmani40.6% Dow Jones Islamic128.6% S&P Shariah145.4% MSCI Islamic40.6% MSCI Islamic M-Series145.4% FTSE Shariah34.5% |
| BBT Beacon Financial Corp. | NON_COMPLIANT | 0.13% | AAOIFI88.2% Usmani10.6% Dow Jones Islamic141.8% S&P Shariah167.3% MSCI Islamic10.6% MSCI Islamic M-Series167.3% FTSE Shariah10.6% |
| NABL N-Able, Inc. | NON_COMPLIANT | 0.13% | AAOIFI54.3% Usmani31.3% Dow Jones Islamic30.9% S&P Shariah25.0% MSCI Islamic31.3% MSCI Islamic M-Series25.0% FTSE Shariah28.1% |
| PEBO Peoples Bancorp, Inc. | NON_COMPLIANT | 0.13% | AAOIFI52.3% Usmani7.8% Dow Jones Islamic68.2% S&P Shariah72.4% MSCI Islamic7.8% MSCI Islamic M-Series72.4% FTSE Shariah7.8% |
| ANGO AngioDynamics, Inc. | COMPLIANT | 0.13% | AAOIFI— Usmani— Dow Jones Islamic— S&P Shariah— MSCI Islamic— MSCI Islamic M-Series— FTSE Shariah— |
| LRN Stride, Inc. | COMPLIANT | 0.13% | AAOIFI12.2% Usmani22.4% Dow Jones Islamic9.2% S&P Shariah10.7% MSCI Islamic17.6% MSCI Islamic M-Series10.7% FTSE Shariah17.2% |
| PRM Perimeter Solutions, Inc. | COMPLIANT | 0.13% | AAOIFI28.9% Usmani38.8% Dow Jones Islamic38.1% S&P Shariah49.3% MSCI Islamic38.6% MSCI Islamic M-Series49.3% FTSE Shariah37.3% |
| Archer Aviation, Inc. | UNSCREENED | 0.13% | no in-house ratios for this holding |
| SUPN Supernus Pharmaceuticals, Inc. | COMPLIANT | 0.13% | AAOIFIpass Usmanipass Dow Jones Islamicpass S&P Shariahpass MSCI Islamicpass MSCI Islamic M-Seriespass FTSE Shariahpass |
| TriCo Bancshares | UNSCREENED | 0.12% | no in-house ratios for this holding |
| SPNT SiriusPoint Ltd. | NON_COMPLIANT | 0.12% | AAOIFI23.8% Usmani5.3% Dow Jones Islamic27.7% S&P Shariah29.4% MSCI Islamic5.3% MSCI Islamic M-Series29.4% FTSE Shariah5.3% |
| HTFL HeartFlow, Inc. | COMPLIANT | 0.12% | AAOIFI0.6% Usmani7.9% Dow Jones Islamicpass S&P Shariahpass MSCI Islamic7.9% MSCI Islamic M-Seriespass FTSE Shariah0.0% |
| Wolverine World Wide, Inc. | UNSCREENED | 0.12% | no in-house ratios for this holding |
| OFG OFG Bancorp | NON_COMPLIANT | 0.12% | AAOIFI0.0% Usmani0.0% Dow Jones Islamic0.0% S&P Shariah0.0% MSCI Islamic0.0% MSCI Islamic M-Series0.0% FTSE Shariah0.0% |
| BTU Peabody Energy Corp. | COMPLIANT | 0.12% | AAOIFI11.8% Usmani7.8% Dow Jones Islamic15.1% S&P Shariah14.8% MSCI Islamic7.8% MSCI Islamic M-Series14.8% FTSE Shariah6.2% |
| TE T1 Energy Inc | NON_COMPLIANT | 0.12% | AAOIFI52.2% Usmani47.4% Dow Jones Islamic95.5% S&P Shariah120.1% MSCI Islamic47.4% MSCI Islamic M-Series120.1% FTSE Shariah33.5% |
| EQBK Equity Bancshares, Inc. | NON_COMPLIANT | 0.12% | AAOIFI50.7% Usmani6.9% Dow Jones Islamic69.0% S&P Shariah79.3% MSCI Islamic6.9% MSCI Islamic M-Series79.3% FTSE Shariah6.9% |
| Heritage Financial Corp. | UNSCREENED | 0.12% | no in-house ratios for this holding |
| NWE Northwestern Energy Group, Inc. | NON_COMPLIANT | 0.12% | AAOIFI80.1% Usmani40.2% Dow Jones Islamic97.3% S&P Shariah105.7% MSCI Islamic40.1% MSCI Islamic M-Series105.7% FTSE Shariah40.1% |
| AVR Anteris Technologies Global Corp. | NON_COMPLIANT | 0.12% | AAOIFI0.4% Usmani1.2% Dow Jones Islamic0.9% S&P Shariahfail MSCI Islamic1.2% MSCI Islamic M-Seriesfail FTSE Shariah0.2% |
| Coty, Inc. | UNSCREENED | 0.12% | no in-house ratios for this holding |
| SI Shoulder Innovations, Inc. | COMPLIANT | 0.12% | AAOIFI3.8% Usmani9.8% Dow Jones Islamicpass S&P Shariahpass MSCI Islamic9.8% MSCI Islamic M-Seriespass FTSE Shariah9.7% |
| FSBC Five Star Bancorp | NON_COMPLIANT | 0.12% | AAOIFI0.0% Usmani0.0% Dow Jones Islamic0.0% S&P Shariah0.0% MSCI Islamic0.0% MSCI Islamic M-Series0.0% FTSE Shariah0.0% |
| GCT GigaCloud Technology, Inc. | NON_COMPLIANT | 0.12% | AAOIFI— Usmani— Dow Jones Islamicfail S&P Shariah— MSCI Islamicfail MSCI Islamic M-Seriesfail FTSE Shariah— |
| NUVB Nuvation Bio, Inc. | NON_COMPLIANT | 0.11% | AAOIFI10.5% Usmani33.9% Dow Jones Islamic18.7% S&P Shariah23.6% MSCI Islamic33.9% MSCI Islamic M-Series23.6% FTSE Shariah33.4% |
| Celldex Therapeutics, Inc. | UNSCREENED | 0.11% | no in-house ratios for this holding |
| DAKT Daktronics, Inc. | COMPLIANT | 0.11% | AAOIFI1.5% Usmani2.3% Dow Jones Islamic1.6% S&P Shariah1.9% MSCI Islamic2.3% MSCI Islamic M-Series1.9% FTSE Shariah1.7% |
| JACK Jack in the Box, Inc. | NON_COMPLIANT | 0.11% | AAOIFI822.1% Usmani133.9% Dow Jones Islamic547.1% S&P Shariah353.5% MSCI Islamic133.9% MSCI Islamic M-Series353.5% FTSE Shariah80.8% |
| SBSI Southside Bancshares, Inc. | NON_COMPLIANT | 0.11% | AAOIFI21.2% Usmani2.4% Dow Jones Islamic23.2% S&P Shariah24.2% MSCI Islamic2.4% MSCI Islamic M-Series24.2% FTSE Shariah2.4% |
| HOMB Home BancShares, Inc. | NON_COMPLIANT | 0.11% | AAOIFI0.0% Usmani0.0% Dow Jones Islamic0.0% S&P Shariah0.0% MSCI Islamic0.0% MSCI Islamic M-Series0.0% FTSE Shariah0.0% |
| MATV Mativ Holdings, Inc. | NON_COMPLIANT | 0.11% | AAOIFI146.0% Usmani52.0% Dow Jones Islamic190.0% S&P Shariah165.7% MSCI Islamic51.2% MSCI Islamic M-Series165.7% FTSE Shariah49.0% |
| Consensus Cloud Solutions, Inc. | UNSCREENED | 0.11% | no in-house ratios for this holding |
| WOR Worthington Enterprises, Inc. | COMPLIANT | 0.11% | AAOIFI12.8% Usmani19.0% Dow Jones Islamic13.6% S&P Shariah13.0% MSCI Islamic19.0% MSCI Islamic M-Series13.0% FTSE Shariah16.6% |
| MOV Movado Group, Inc. | NON_COMPLIANT | 0.11% | AAOIFI12.6% Usmani9.2% Dow Jones Islamic14.5% S&P Shariah14.1% MSCI Islamic9.2% MSCI Islamic M-Series14.1% FTSE Shariah0.0% |
| Alphatec Holdings, Inc. | UNSCREENED | 0.11% | no in-house ratios for this holding |
| SBCF Seacoast Banking Corp. of Florida | NON_COMPLIANT | 0.11% | AAOIFI3.4% Usmani0.5% Dow Jones Islamic4.3% S&P Shariah4.7% MSCI Islamic0.5% MSCI Islamic M-Series4.7% FTSE Shariah0.5% |
| GRAL GRAIL, Inc. | NON_COMPLIANT | 0.11% | AAOIFI2.5% Usmani3.2% Dow Jones Islamic4.7% S&P Shariahfail MSCI Islamic3.2% MSCI Islamic M-Seriesfail FTSE Shariah0.0% |
| Bicara Therapeutics, Inc. | UNSCREENED | 0.11% | no in-house ratios for this holding |
| GRBK Green Brick Partners, Inc. | COMPLIANT | 0.11% | AAOIFI11.1% Usmani12.4% Dow Jones Islamic11.0% S&P Shariah11.6% MSCI Islamic12.4% MSCI Islamic M-Series11.6% FTSE Shariah12.4% |
| Cullinan Therapeutics, Inc. | UNSCREENED | 0.11% | no in-house ratios for this holding |
| SAFT Safety Insurance Group, Inc. | NON_COMPLIANT | 0.11% | AAOIFI3.3% Usmani2.0% Dow Jones Islamic4.5% S&P Shariah4.6% MSCI Islamic2.0% MSCI Islamic M-Series4.6% FTSE Shariah2.0% |
| ACRS Aclaris Therapeutics, Inc. | NON_COMPLIANT | 0.11% | AAOIFIfail Usmanifail Dow Jones Islamicfail S&P Shariahfail MSCI Islamicfail MSCI Islamic M-Seriesfail FTSE Shariahfail |
| VSXY Victoria's Secret & Co. | NON_COMPLIANT | 0.11% | AAOIFI41.5% Usmani56.2% Dow Jones Islamic88.0% S&P Shariah105.9% MSCI Islamic56.2% MSCI Islamic M-Series105.9% FTSE Shariah18.9% |
| ABG Asbury Automotive Group, Inc. | NON_COMPLIANT | 0.10% | AAOIFI96.6% Usmani32.3% Dow Jones Islamic82.3% S&P Shariah82.1% MSCI Islamic32.3% MSCI Islamic M-Series82.1% FTSE Shariah30.3% |
| BBAI BigBear.ai Holdings, Inc. | NON_COMPLIANT | 0.10% | AAOIFI1.6% Usmani2.7% Dow Jones Islamic1.4% S&P Shariah1.9% MSCI Islamic2.7% MSCI Islamic M-Series1.9% FTSE Shariah2.0% |
| UIS Unisys Corp. | NON_COMPLIANT | 0.10% | AAOIFI397.2% Usmani46.2% Dow Jones Islamic254.3% S&P Shariah244.3% MSCI Islamic46.2% MSCI Islamic M-Series244.3% FTSE Shariah44.7% |
| MMSI Merit Medical Systems, Inc. | COMPLIANT | 0.10% | AAOIFI15.3% Usmani28.6% Dow Jones Islamic15.9% S&P Shariah16.6% MSCI Islamic28.6% MSCI Islamic M-Series16.6% FTSE Shariah25.7% |
| Syndax Pharmaceuticals, Inc. | UNSCREENED | 0.10% | no in-house ratios for this holding |
| PUBM PubMatic, Inc. | COMPLIANT | 0.10% | AAOIFI5.4% Usmani5.8% Dow Jones Islamic7.7% S&P Shariah6.5% MSCI Islamic5.8% MSCI Islamic M-Series6.5% FTSE Shariah0.0% |
| GPOR Gulfport Energy Corp. | NON_COMPLIANT | 0.10% | AAOIFI29.1% Usmani29.1% Dow Jones Islamic28.3% S&P Shariah30.4% MSCI Islamic29.1% MSCI Islamic M-Series30.4% FTSE Shariah29.1% |
| SPB Spectrum Brands Holdings, Inc. | NON_COMPLIANT | 0.10% | AAOIFI36.8% Usmani20.9% Dow Jones Islamic42.3% S&P Shariah37.7% MSCI Islamic20.9% MSCI Islamic M-Series37.7% FTSE Shariah17.2% |
| PTCT PTC Therapeutics, Inc. | NON_COMPLIANT | 0.10% | AAOIFI11.9% Usmani21.4% Dow Jones Islamic16.9% S&P Shariah20.0% MSCI Islamic21.2% MSCI Islamic M-Series20.0% FTSE Shariah18.2% |
| AHR American Healthcare REIT, Inc. | COMPLIANT | 0.10% | AAOIFI14.3% Usmani33.6% Dow Jones Islamic22.1% S&P Shariah25.8% MSCI Islamic31.1% MSCI Islamic M-Series25.8% FTSE Shariah31.1% |
| WOOF Petco Health & Wellness Co., Inc. | NON_COMPLIANT | 0.10% | AAOIFI151.1% Usmani26.3% Dow Jones Islamic129.0% S&P Shariah132.1% MSCI Islamic26.3% MSCI Islamic M-Series132.1% FTSE Shariah0.2% |
| BLX Bladex, Inc. | NON_COMPLIANT | 0.10% | AAOIFIfail Usmanifail Dow Jones Islamicfail S&P Shariahfail MSCI Islamicfail MSCI Islamic M-Seriesfail FTSE Shariahfail |
| PMT PennyMac Mortgage Investment Trust | NON_COMPLIANT | 0.10% | AAOIFI82.7% Usmani2.8% Dow Jones Islamic73.8% S&P Shariah75.6% MSCI Islamic2.8% MSCI Islamic M-Series75.6% FTSE Shariah2.8% |
| OSUR OraSure Technologies, Inc. | NON_COMPLIANT | 0.10% | AAOIFI5.0% Usmani3.4% Dow Jones Islamic4.9% S&P Shariah3.9% MSCI Islamic3.3% MSCI Islamic M-Series3.9% FTSE Shariah0.0% |
| CPF Central Pacific Financial Corp. | NON_COMPLIANT | 0.10% | AAOIFI341.3% Usmani44.7% Dow Jones Islamic423.6% S&P Shariah486.6% MSCI Islamic44.7% MSCI Islamic M-Series486.6% FTSE Shariah44.7% |
| Calumet, Inc. | UNSCREENED | 0.10% | no in-house ratios for this holding |
| KELYA Kelly Services, Inc. | COMPLIANT | 0.10% | AAOIFI34.0% Usmani7.4% Dow Jones Islamic40.6% S&P Shariah33.1% MSCI Islamic7.4% MSCI Islamic M-Series33.1% FTSE Shariah5.2% |
| CWK Cushman & Wakefield Ltd. | NON_COMPLIANT | 0.10% | AAOIFI94.4% Usmani40.1% Dow Jones Islamic97.5% S&P Shariah107.0% MSCI Islamic40.1% MSCI Islamic M-Series107.0% FTSE Shariah35.1% |
| SL Green Realty Corp. | UNSCREENED | 0.10% | no in-house ratios for this holding |
| AOSL Alpha & Omega Semiconductor Ltd. | COMPLIANT | 0.10% | AAOIFI4.1% Usmani3.3% Dow Jones Islamic3.4% S&P Shariah3.6% MSCI Islamic3.2% MSCI Islamic M-Series3.6% FTSE Shariah0.8% |
| WOLF Wolfspeed, Inc. | NON_COMPLIANT | 0.10% | AAOIFI145.1% Usmani59.8% Dow Jones Islamicfail S&P Shariahfail MSCI Islamic59.7% MSCI Islamic M-Seriesfail FTSE Shariah56.2% |
| GPRE Green Plains, Inc. | NON_COMPLIANT | 0.10% | AAOIFI48.2% Usmani31.5% Dow Jones Islamic71.1% S&P Shariah55.2% MSCI Islamic31.5% MSCI Islamic M-Series55.2% FTSE Shariah27.6% |
| BGC BGC Group, Inc. | NON_COMPLIANT | 0.10% | AAOIFIfail Usmanifail Dow Jones Islamicfail S&P Shariahfail MSCI Islamicfail MSCI Islamic M-Seriesfail FTSE Shariahfail |
| BWB Bridgewater Bancshares, Inc. | NON_COMPLIANT | 0.10% | AAOIFI0.0% Usmani0.0% Dow Jones Islamic0.0% S&P Shariah0.0% MSCI Islamic0.0% MSCI Islamic M-Series0.0% FTSE Shariah0.0% |
| KE Kimball Electronics, Inc. | COMPLIANT | 0.10% | AAOIFI54.5% Usmani20.4% Dow Jones Islamic44.3% S&P Shariah45.1% MSCI Islamic20.4% MSCI Islamic M-Series45.1% FTSE Shariah19.0% |
| FIBK First Interstate BancSystem, Inc. | NON_COMPLIANT | 0.09% | AAOIFI4.1% Usmani0.6% Dow Jones Islamic4.6% S&P Shariah5.0% MSCI Islamic0.6% MSCI Islamic M-Series5.0% FTSE Shariah0.6% |
| DX Dynex Capital, Inc. | NON_COMPLIANT | 0.09% | AAOIFI0.0% Usmani0.0% Dow Jones Islamic0.0% S&P Shariah0.0% MSCI Islamic0.0% MSCI Islamic M-Series0.0% FTSE Shariah0.0% |
| NTLA Intellia Therapeutics, Inc. | NON_COMPLIANT | 0.09% | AAOIFI4.1% Usmani8.6% Dow Jones Islamic5.1% S&P Shariah4.1% MSCI Islamic8.6% MSCI Islamic M-Series4.1% FTSE Shariah0.0% |
| GPI Group 1 Automotive, Inc. | NON_COMPLIANT | 0.09% | AAOIFI107.4% Usmani35.1% Dow Jones Islamic73.5% S&P Shariah78.9% MSCI Islamic35.1% MSCI Islamic M-Series78.9% FTSE Shariah32.8% |
| KOP Koppers Holdings, Inc. | NON_COMPLIANT | 0.09% | AAOIFI110.8% Usmani58.2% Dow Jones Islamic149.7% S&P Shariah133.6% MSCI Islamic58.2% MSCI Islamic M-Series133.6% FTSE Shariah52.1% |
| Crescent Energy Co. | UNSCREENED | 0.09% | no in-house ratios for this holding |
| AAP Advance Auto Parts, Inc. | NON_COMPLIANT | 0.09% | AAOIFIfail Usmanifail Dow Jones Islamicfail S&P Shariahfail MSCI Islamicfail MSCI Islamic M-Seriesfail FTSE Shariahpass |
| RLGT Radiant Logistics, Inc. | COMPLIANT | 0.09% | AAOIFI13.3% Usmani12.4% Dow Jones Islamic16.6% S&P Shariah17.6% MSCI Islamic12.2% MSCI Islamic M-Series17.6% FTSE Shariah0.0% |
| RLJ RLJ Lodging Trust | NON_COMPLIANT | 0.09% | AAOIFI161.0% Usmani51.5% Dow Jones Islamic218.3% S&P Shariah209.0% MSCI Islamic51.5% MSCI Islamic M-Series209.0% FTSE Shariah51.5% |
| AUB Atlantic Union Bankshares Corp. | NON_COMPLIANT | 0.09% | AAOIFI32.2% Usmani4.9% Dow Jones Islamic43.1% S&P Shariah50.5% MSCI Islamic4.9% MSCI Islamic M-Series50.5% FTSE Shariah4.9% |
| PFS Provident Financial Services, Inc. | NON_COMPLIANT | 0.09% | AAOIFI65.2% Usmani7.9% Dow Jones Islamic81.2% S&P Shariah99.3% MSCI Islamic7.9% MSCI Islamic M-Series99.3% FTSE Shariah7.9% |
| RNST Renasant Corp. | NON_COMPLIANT | 0.09% | AAOIFI29.4% Usmani4.1% Dow Jones Islamic36.1% S&P Shariah43.0% MSCI Islamic4.1% MSCI Islamic M-Series43.0% FTSE Shariah4.1% |
| TRTX TPG RE Finance Trust, Inc. | NON_COMPLIANT | 0.09% | AAOIFI558.4% Usmani75.6% Dow Jones Islamic560.5% S&P Shariah618.8% MSCI Islamic75.6% MSCI Islamic M-Series618.8% FTSE Shariah75.6% |
| ORIC ORIC Pharmaceuticals, Inc. | COMPLIANT | 0.09% | AAOIFI0.3% Usmani0.8% Dow Jones Islamic0.4% S&P Shariah0.4% MSCI Islamic0.8% MSCI Islamic M-Series0.4% FTSE Shariah0.0% |
| HLF Herbalife Ltd. | NON_COMPLIANT | 0.09% | AAOIFI169.9% Usmani77.1% Dow Jones Islamic206.9% S&P Shariah201.9% MSCI Islamic77.1% MSCI Islamic M-Series201.9% FTSE Shariah70.5% |
| MGY Magnolia Oil & Gas Corp. | COMPLIANT | 0.09% | AAOIFI6.5% Usmani13.2% Dow Jones Islamic9.0% S&P Shariah9.4% MSCI Islamic13.2% MSCI Islamic M-Series9.4% FTSE Shariah12.5% |
| KN Knowles Corp. | COMPLIANT | 0.09% | AAOIFI5.0% Usmani14.4% Dow Jones Islamic7.5% S&P Shariah8.2% MSCI Islamic14.3% MSCI Islamic M-Series8.2% FTSE Shariah12.4% |
| Vistance Networks, Inc. | UNSCREENED | 0.09% | no in-house ratios for this holding |
| NATR Nature's Sunshine Products, Inc. | COMPLIANT | 0.09% | AAOIFIfail Usmani— Dow Jones Islamicpass S&P Shariahpass MSCI Islamicfail MSCI Islamic M-Seriespass FTSE Shariah— |
| OSPN OneSpan, Inc. | COMPLIANT | 0.09% | AAOIFI0.3% Usmani0.5% Dow Jones Islamic0.4% S&P Shariah0.4% MSCI Islamic0.5% MSCI Islamic M-Series0.4% FTSE Shariah0.0% |
| RXO RXO, Inc. | COMPLIANT | 0.09% | AAOIFI21.9% Usmani21.0% Dow Jones Islamic23.4% S&P Shariah24.9% MSCI Islamic21.0% MSCI Islamic M-Series24.9% FTSE Shariah14.3% |
| INSW International Seaways, Inc. | COMPLIANT | 0.09% | AAOIFI12.6% Usmani21.6% Dow Jones Islamic26.6% S&P Shariah28.6% MSCI Islamic21.6% MSCI Islamic M-Series28.6% FTSE Shariah21.4% |
| ADUS Addus HomeCare Corp. | COMPLIANT | 0.09% | AAOIFI4.9% Usmani7.5% Dow Jones Islamic5.3% S&P Shariah5.7% MSCI Islamic7.5% MSCI Islamic M-Series5.7% FTSE Shariah4.2% |
| BH Biglari Holdings, Inc. | NON_COMPLIANT | 0.09% | AAOIFI23.3% Usmani27.3% Dow Jones Islamic447.8% S&P Shariah521.2% MSCI Islamic26.7% MSCI Islamic M-Series521.2% FTSE Shariah22.5% |
| NBHC National Bank Holdings Corp. | NON_COMPLIANT | 0.09% | AAOIFI10.8% Usmani1.6% Dow Jones Islamic12.9% S&P Shariah13.9% MSCI Islamic1.6% MSCI Islamic M-Series13.9% FTSE Shariah1.6% |
| WBTN Webtoon Entertainment, Inc. | NON_COMPLIANT | 0.09% | AAOIFI1.9% Usmani1.4% Dow Jones Islamic1.5% S&P Shariahpass MSCI Islamic1.4% MSCI Islamic M-Seriesfail FTSE Shariah0.0% |
| CFFN Capitol Federal Financial, Inc. | NON_COMPLIANT | 0.09% | AAOIFI146.8% Usmani16.9% Dow Jones Islamic196.6% S&P Shariah212.3% MSCI Islamic16.9% MSCI Islamic M-Series212.3% FTSE Shariah16.9% |
| MBC Masterbrand, Inc. | NON_COMPLIANT | 0.09% | AAOIFI84.0% Usmani31.1% Dow Jones Islamic87.6% S&P Shariah82.2% MSCI Islamic31.1% MSCI Islamic M-Series82.2% FTSE Shariah24.4% |
| AMTB Amerant Bancorp, Inc. | NON_COMPLIANT | 0.09% | AAOIFIfail Usmanifail Dow Jones Islamicfail S&P Shariahfail MSCI Islamicfail MSCI Islamic M-Seriesfail FTSE Shariahfail |
| GOLD Gold.com, Inc. | NON_COMPLIANT | 0.09% | AAOIFI2.4% Usmani0.8% Dow Jones Islamic3.9% S&P Shariah4.2% MSCI Islamic0.8% MSCI Islamic M-Series4.2% FTSE Shariah0.0% |
| HTB HomeTrust Bancshares, Inc. | NON_COMPLIANT | 0.09% | AAOIFI0.0% Usmani0.0% Dow Jones Islamic0.0% S&P Shariah0.0% MSCI Islamic0.0% MSCI Islamic M-Series0.0% FTSE Shariah0.0% |
| NRIM Northrim BanCorp, Inc. | NON_COMPLIANT | 0.08% | AAOIFI373.4% Usmani63.3% Dow Jones Islamic444.4% S&P Shariah524.3% MSCI Islamic63.3% MSCI Islamic M-Series524.3% FTSE Shariah63.3% |
| DIN Dine Brands Global, Inc. | NON_COMPLIANT | 0.08% | AAOIFI412.3% Usmani95.0% Dow Jones Islamic415.6% S&P Shariah358.6% MSCI Islamic93.3% MSCI Islamic M-Series358.6% FTSE Shariah67.1% |
| BIOA BioAge Labs, Inc. | NON_COMPLIANT | 0.08% | AAOIFI0.6% Usmani0.7% Dow Jones Islamic0.6% S&P Shariah— MSCI Islamic0.7% MSCI Islamic M-Series— FTSE Shariah0.0% |
| LAUR Laureate Education, Inc. | COMPLIANT | 0.08% | AAOIFI14.5% Usmani30.3% Dow Jones Islamic18.8% S&P Shariah22.0% MSCI Islamic30.3% MSCI Islamic M-Series22.0% FTSE Shariah9.2% |
| ADAM Adamas Trust, Inc. | NON_COMPLIANT | 0.08% | AAOIFI76.3% Usmani5.2% Dow Jones Islamic113.6% S&P Shariah119.9% MSCI Islamic5.2% MSCI Islamic M-Series119.9% FTSE Shariah5.2% |
| WGO Winnebago Industries, Inc. | NON_COMPLIANT | 0.08% | AAOIFI55.3% Usmani23.4% Dow Jones Islamic44.9% S&P Shariah37.4% MSCI Islamic23.4% MSCI Islamic M-Series37.4% FTSE Shariah21.7% |
| RadNet, Inc. | UNSCREENED | 0.08% | no in-house ratios for this holding |
| VREX Varex Imaging Corp. | NON_COMPLIANT | 0.08% | AAOIFI79.3% Usmani34.5% Dow Jones Islamic76.5% S&P Shariah67.0% MSCI Islamic34.0% MSCI Islamic M-Series67.0% FTSE Shariah31.6% |
| Apollo Commercial Real Estate Finance, Inc. | UNSCREENED | 0.08% | no in-house ratios for this holding |
| ALNT Allient, Inc. | COMPLIANT | 0.08% | AAOIFI— Usmani— Dow Jones Islamic— S&P Shariah— MSCI Islamic— MSCI Islamic M-Series— FTSE Shariah— |
| DNOW DNOW, Inc. | COMPLIANT | 0.08% | AAOIFI21.0% Usmani16.5% Dow Jones Islamic33.2% S&P Shariah36.8% MSCI Islamic16.5% MSCI Islamic M-Series36.8% FTSE Shariah12.4% |
| EYE National Vision Holdings, Inc. | NON_COMPLIANT | 0.08% | AAOIFI51.3% Usmani34.9% Dow Jones Islamic44.6% S&P Shariah46.7% MSCI Islamic34.8% MSCI Islamic M-Series46.7% FTSE Shariah11.6% |
| AMR Alpha Metallurgical Resources, Inc. | COMPLIANT | 0.08% | AAOIFI0.2% Usmani0.3% Dow Jones Islamic0.3% S&P Shariah0.2% MSCI Islamic0.3% MSCI Islamic M-Series0.2% FTSE Shariah0.3% |
| APEI American Public Education, Inc. | COMPLIANT | 0.08% | AAOIFI18.5% Usmani28.5% Dow Jones Islamic24.7% S&P Shariah31.8% MSCI Islamic28.5% MSCI Islamic M-Series31.8% FTSE Shariah16.2% |
| SMBK SmartFinancial, Inc. | NON_COMPLIANT | 0.08% | AAOIFI11.3% Usmani1.7% Dow Jones Islamic15.7% S&P Shariah18.1% MSCI Islamic1.7% MSCI Islamic M-Series18.1% FTSE Shariah1.7% |
| SARO StandardAero, Inc. | COMPLIANT | 0.08% | AAOIFI31.7% Usmani37.7% Dow Jones Islamic27.6% S&P Shariahpass MSCI Islamic37.4% MSCI Islamic M-Seriespass FTSE Shariah33.9% |
| SEPN Septerna, Inc. | NON_COMPLIANT | 0.08% | AAOIFI1.3% Usmani4.0% Dow Jones Islamic2.4% S&P Shariahfail MSCI Islamic4.0% MSCI Islamic M-Seriesfail FTSE Shariah0.0% |
| BANR Banner Corp. | NON_COMPLIANT | 0.08% | AAOIFIfail Usmanifail Dow Jones Islamicfail S&P Shariahfail MSCI Islamicfail MSCI Islamic M-Seriesfail FTSE Shariahfail |
| VCYT Veracyte, Inc. | COMPLIANT | 0.07% | AAOIFI1.1% Usmani2.7% Dow Jones Islamic1.4% S&P Shariah1.6% MSCI Islamic2.7% MSCI Islamic M-Series1.6% FTSE Shariah0.0% |
| VIR Vir Biotechnology, Inc. | NON_COMPLIANT | 0.07% | AAOIFI6.1% Usmani7.7% Dow Jones Islamic8.6% S&P Shariah8.1% MSCI Islamic7.7% MSCI Islamic M-Series8.1% FTSE Shariah0.0% |
| Scholar Rock Holding Corp. | UNSCREENED | 0.07% | no in-house ratios for this holding |
| AMBA Ambarella, Inc. | COMPLIANT | 0.07% | AAOIFI— Usmani— Dow Jones Islamic— S&P Shariah— MSCI Islamic— MSCI Islamic M-Series— FTSE Shariah— |
| MD Pediatrix Medical Group, Inc. | NON_COMPLIANT | 0.07% | AAOIFI28.7% Usmani29.1% Dow Jones Islamic39.4% S&P Shariah47.3% MSCI Islamic29.1% MSCI Islamic M-Series47.3% FTSE Shariah27.4% |
| MITK Mitek Systems, Inc. | COMPLIANT | 0.07% | AAOIFI6.2% Usmani14.0% Dow Jones Islamic10.0% S&P Shariah9.8% MSCI Islamic14.0% MSCI Islamic M-Series9.8% FTSE Shariah13.4% |
| AIP Arteris, Inc. | COMPLIANT | 0.07% | AAOIFI— Usmani— Dow Jones Islamic— S&P Shariah— MSCI Islamic— MSCI Islamic M-Series— FTSE Shariah— |
| Amylyx Pharmaceuticals, Inc. | UNSCREENED | 0.07% | no in-house ratios for this holding |
| KWR Quaker Chemical Corp. | NON_COMPLIANT | 0.07% | AAOIFI33.2% Usmani32.4% Dow Jones Islamic38.2% S&P Shariah34.7% MSCI Islamic32.4% MSCI Islamic M-Series34.7% FTSE Shariah30.6% |
| UVSP Univest Financial Corp. | NON_COMPLIANT | 0.07% | AAOIFI1.6% Usmani0.2% Dow Jones Islamic2.1% S&P Shariah2.4% MSCI Islamic0.2% MSCI Islamic M-Series2.4% FTSE Shariah0.2% |
| Dime Commercial Bancshares, Inc. | UNSCREENED | 0.07% | no in-house ratios for this holding |
| EDIT Editas Medicine, Inc. | NON_COMPLIANT | 0.07% | AAOIFI14.4% Usmani30.0% Dow Jones Islamic30.8% S&P Shariah20.4% MSCI Islamic30.0% MSCI Islamic M-Series20.4% FTSE Shariah23.5% |
| VNDA Vanda Pharmaceuticals, Inc. | NON_COMPLIANT | 0.07% | AAOIFI6.5% Usmani5.5% Dow Jones Islamic4.9% S&P Shariah5.1% MSCI Islamic3.8% MSCI Islamic M-Series5.1% FTSE Shariah0.0% |
| OFIX Orthofix Medical, Inc. | NON_COMPLIANT | 0.07% | AAOIFI65.8% Usmani30.0% Dow Jones Islamic45.2% S&P Shariah46.3% MSCI Islamic28.5% MSCI Islamic M-Series46.3% FTSE Shariah25.4% |
| ZUMZ Zumiez, Inc. | NON_COMPLIANT | 0.07% | AAOIFI68.0% Usmani36.2% Dow Jones Islamic66.0% S&P Shariah64.0% MSCI Islamic36.2% MSCI Islamic M-Series64.0% FTSE Shariah0.0% |
| ESRT Empire State Realty Trust, Inc. | NON_COMPLIANT | 0.07% | AAOIFI161.7% Usmani29.7% Dow Jones Islamic99.6% S&P Shariah93.0% MSCI Islamic29.7% MSCI Islamic M-Series93.0% FTSE Shariah29.7% |
| AUPH Aurinia Pharmaceuticals, Inc. | COMPLIANT | 0.07% | AAOIFI— Usmani— Dow Jones Islamic— S&P Shariah— MSCI Islamic— MSCI Islamic M-Series— FTSE Shariah— |
| PKE Park Aerospace Corp. | COMPLIANT | 0.07% | AAOIFI0.0% Usmani0.2% Dow Jones Islamic0.1% S&P Shariah0.1% MSCI Islamic0.2% MSCI Islamic M-Series0.1% FTSE Shariah0.0% |
| ANNX Annexon, Inc. | COMPLIANT | 0.07% | AAOIFI— Usmani— Dow Jones Islamic— S&P Shariah— MSCI Islamic— MSCI Islamic M-Series— FTSE Shariah— |
| BXC BlueLinx Holdings, Inc. | NON_COMPLIANT | 0.06% | AAOIFI55.3% Usmani41.9% Dow Jones Islamic56.6% S&P Shariah49.8% MSCI Islamic22.2% MSCI Islamic M-Series49.8% FTSE Shariah18.5% |
| KSS Kohl's Corp. | NON_COMPLIANT | 0.06% | AAOIFI183.9% Usmani44.5% Dow Jones Islamic249.6% S&P Shariah219.6% MSCI Islamic30.1% MSCI Islamic M-Series219.6% FTSE Shariah9.9% |
| TCMD Tactile Systems Technology, Inc. | COMPLIANT | 0.06% | AAOIFI2.9% Usmani5.1% Dow Jones Islamic3.3% S&P Shariah3.6% MSCI Islamic5.1% MSCI Islamic M-Series3.6% FTSE Shariah0.0% |
| SRCE 1st Source Corp. | NON_COMPLIANT | 0.06% | AAOIFI14.0% Usmani3.2% Dow Jones Islamic18.6% S&P Shariah20.4% MSCI Islamic3.2% MSCI Islamic M-Series20.4% FTSE Shariah3.2% |
| STC Stewart Information Services Corp. | NON_COMPLIANT | 0.06% | AAOIFI31.4% Usmani19.6% Dow Jones Islamic33.9% S&P Shariah36.6% MSCI Islamic19.6% MSCI Islamic M-Series36.6% FTSE Shariah19.6% |
| SMBC Southern Missouri Bancorp, Inc. | NON_COMPLIANT | 0.06% | AAOIFI0.0% Usmani0.0% Dow Jones Islamic0.0% S&P Shariah0.0% MSCI Islamic0.0% MSCI Islamic M-Series0.0% FTSE Shariah0.0% |
| BETA Beta Technologies, Inc. | NON_COMPLIANT | 0.06% | AAOIFI3.6% Usmani10.7% Dow Jones Islamic4.2% S&P Shariah4.2% MSCI Islamic10.7% MSCI Islamic M-Series4.2% FTSE Shariah9.5% |
| SNEX StoneX Group, Inc. | NON_COMPLIANT | 0.06% | AAOIFI21.7% Usmani3.4% Dow Jones Islamic34.4% S&P Shariah42.8% MSCI Islamic3.4% MSCI Islamic M-Series42.8% FTSE Shariah3.4% |
| OLMA Olema Pharmaceuticals, Inc. | NON_COMPLIANT | 0.06% | AAOIFI0.1% Usmani0.1% Dow Jones Islamic0.1% S&P Shariah0.1% MSCI Islamic0.1% MSCI Islamic M-Series0.1% FTSE Shariah0.0% |
| California BanCorp | UNSCREENED | 0.06% | no in-house ratios for this holding |
| VLGEA Village Super Market, Inc. | NON_COMPLIANT | 0.06% | AAOIFI50.4% Usmani31.7% Dow Jones Islamic60.6% S&P Shariah67.7% MSCI Islamic29.9% MSCI Islamic M-Series67.7% FTSE Shariah5.6% |
| Enanta Pharmaceuticals, Inc. | UNSCREENED | 0.06% | no in-house ratios for this holding |
| SG Sweetgreen, Inc. | NON_COMPLIANT | 0.06% | AAOIFI43.6% Usmani39.7% Dow Jones Islamic23.2% S&P Shariah21.8% MSCI Islamic39.7% MSCI Islamic M-Series21.8% FTSE Shariah0.0% |
| DRH DiamondRock Hospitality Co. | NON_COMPLIANT | 0.06% | AAOIFI44.7% Usmani35.8% Dow Jones Islamic60.3% S&P Shariah62.3% MSCI Islamic35.8% MSCI Islamic M-Series62.3% FTSE Shariah35.8% |
| SHO Sunstone Hotel Investors, Inc. | NON_COMPLIANT | 0.06% | AAOIFI48.5% Usmani32.3% Dow Jones Islamic52.6% S&P Shariah52.1% MSCI Islamic32.3% MSCI Islamic M-Series52.1% FTSE Shariah32.3% |
| Compass Therapeutics, Inc. | UNSCREENED | 0.05% | no in-house ratios for this holding |
| Denali Therapeutics, Inc. | UNSCREENED | 0.05% | no in-house ratios for this holding |
| KNTK Kinetik Holdings, Inc. | NON_COMPLIANT | 0.05% | AAOIFI43.0% Usmani55.5% Dow Jones Islamic56.5% S&P Shariah62.5% MSCI Islamic55.5% MSCI Islamic M-Series62.5% FTSE Shariah54.8% |
| ATLCP Atlanticus Holdings Corp. | NON_COMPLIANT | 0.05% | AAOIFIfail Usmanifail Dow Jones Islamicfail S&P Shariahfail MSCI Islamicfail MSCI Islamic M-Seriesfail FTSE Shariahfail |
| Liberty Capital Corp. | UNSCREENED | 0.05% | no in-house ratios for this holding |
| TRMK Trustmark Corp. | NON_COMPLIANT | 0.05% | AAOIFI0.0% Usmani0.0% Dow Jones Islamic0.0% S&P Shariah0.0% MSCI Islamic0.0% MSCI Islamic M-Series0.0% FTSE Shariah0.0% |
| VYX NCR Voyix Corp. | NON_COMPLIANT | 0.05% | AAOIFI116.7% Usmani34.1% Dow Jones Islamic87.4% S&P Shariah73.7% MSCI Islamic34.1% MSCI Islamic M-Series73.7% FTSE Shariah28.6% |
| Service Properties Trust | UNSCREENED | 0.05% | no in-house ratios for this holding |
| Alamar Biosciences, Inc. | UNSCREENED | 0.05% | no in-house ratios for this holding |
| VPG Vishay Precision Group, Inc. | COMPLIANT | 0.05% | AAOIFI3.2% Usmani8.7% Dow Jones Islamic7.5% S&P Shariah8.2% MSCI Islamic8.7% MSCI Islamic M-Series8.2% FTSE Shariah3.5% |
| IBEX IBEX Holdings Ltd. | COMPLIANT | 0.05% | AAOIFI— Usmani— Dow Jones Islamic— S&P Shariah— MSCI Islamic— MSCI Islamic M-Series— FTSE Shariah— |
| Centerspace | UNSCREENED | 0.05% | no in-house ratios for this holding |
| NOG Northern Oil & Gas, Inc. | NON_COMPLIANT | 0.05% | AAOIFI98.7% Usmani46.8% Dow Jones Islamic104.4% S&P Shariah96.1% MSCI Islamic46.8% MSCI Islamic M-Series96.1% FTSE Shariah46.8% |
| MAZE Maze Therapeutics, Inc. | COMPLIANT | 0.05% | AAOIFI4.2% Usmani11.4% Dow Jones Islamicfail S&P Shariahfail MSCI Islamic11.4% MSCI Islamic M-Seriesfail FTSE Shariah7.3% |
| VITL Vital Farms, Inc. | COMPLIANT | 0.05% | AAOIFI18.7% Usmani21.6% Dow Jones Islamic7.7% S&P Shariah8.4% MSCI Islamic20.0% MSCI Islamic M-Series8.4% FTSE Shariah6.0% |
| TALO Talos Energy, Inc. | NON_COMPLIANT | 0.05% | AAOIFI44.2% Usmani24.7% Dow Jones Islamic64.3% S&P Shariah63.8% MSCI Islamic22.9% MSCI Islamic M-Series63.8% FTSE Shariah22.6% |
| Nautilus Biotechnology, Inc. | UNSCREENED | 0.05% | no in-house ratios for this holding |
| Allogene Therapeutics, Inc. | UNSCREENED | 0.05% | no in-house ratios for this holding |
| BHRB Burke & Herbert Financial Services Corp. | NON_COMPLIANT | 0.05% | AAOIFI35.9% Usmani4.8% Dow Jones Islamic53.8% S&P Shariah64.7% MSCI Islamic4.8% MSCI Islamic M-Series64.7% FTSE Shariah4.8% |
| UVE Universal Insurance Holdings, Inc. | NON_COMPLIANT | 0.05% | AAOIFI8.2% Usmani3.0% Dow Jones Islamic12.4% S&P Shariah14.3% MSCI Islamic3.0% MSCI Islamic M-Series14.3% FTSE Shariah3.0% |
| Cytek Biosciences, Inc. | UNSCREENED | 0.05% | no in-house ratios for this holding |
| BRCB Black Rock Coffee Bar, Inc. | NON_COMPLIANT | 0.04% | AAOIFI39.8% Usmani48.7% Dow Jones Islamicfail S&P Shariahfail MSCI Islamic48.7% MSCI Islamic M-Seriesfail FTSE Shariah7.8% |
| Atea Pharmaceuticals, Inc. | UNSCREENED | 0.04% | no in-house ratios for this holding |
| Texas Capital Bancshares, Inc. | UNSCREENED | 0.04% | no in-house ratios for this holding |
| HRTG Heritage Insurance Holdings, Inc. | NON_COMPLIANT | 0.04% | AAOIFI7.1% Usmani2.9% Dow Jones Islamic10.5% S&P Shariah13.3% MSCI Islamic2.9% MSCI Islamic M-Series13.3% FTSE Shariah2.9% |
| PARR Par Pacific Holdings, Inc. | NON_COMPLIANT | 0.04% | AAOIFI26.8% Usmani25.0% Dow Jones Islamic55.5% S&P Shariah57.9% MSCI Islamic24.7% MSCI Islamic M-Series57.9% FTSE Shariah16.3% |
| Larimar Therapeutics, Inc. | UNSCREENED | 0.04% | no in-house ratios for this holding |
| ALRS Alerus Financial Corp. | NON_COMPLIANT | 0.04% | AAOIFI48.0% Usmani7.6% Dow Jones Islamic71.4% S&P Shariah81.0% MSCI Islamic7.6% MSCI Islamic M-Series81.0% FTSE Shariah7.6% |
| BSRR Sierra Bancorp | NON_COMPLIANT | 0.04% | AAOIFI66.1% Usmani9.5% Dow Jones Islamic82.7% S&P Shariah93.0% MSCI Islamic9.5% MSCI Islamic M-Series93.0% FTSE Shariah9.5% |
| Expro Group Holdings NV | UNSCREENED | 0.04% | no in-house ratios for this holding |
| ODD Oddity Tech Ltd. | NON_COMPLIANT | 0.04% | AAOIFI3.7% Usmani2.1% Dow Jones Islamic1.3% S&P Shariah1.3% MSCI Islamic2.1% MSCI Islamic M-Series1.3% FTSE Shariah0.0% |
| INDB Independent Bank Corp. | NON_COMPLIANT | 0.04% | AAOIFI10.5% Usmani1.7% Dow Jones Islamic13.0% S&P Shariah14.6% MSCI Islamic1.7% MSCI Islamic M-Series14.6% FTSE Shariah1.7% |
| SKYW SkyWest, Inc. | NON_COMPLIANT | 0.04% | AAOIFI62.0% Usmani32.2% Dow Jones Islamic59.8% S&P Shariah68.4% MSCI Islamic32.2% MSCI Islamic M-Series68.4% FTSE Shariah31.0% |
| INGN Inogen, Inc. | NON_COMPLIANT | 0.04% | AAOIFI11.0% Usmani5.5% Dow Jones Islamic8.0% S&P Shariah8.4% MSCI Islamic5.5% MSCI Islamic M-Series8.4% FTSE Shariah0.0% |
| Avista Corp. | UNSCREENED | 0.04% | no in-house ratios for this holding |
| PHAT Phathom Pharmaceuticals, Inc. | NON_COMPLIANT | 0.04% | AAOIFI55.2% Usmani123.6% Dow Jones Islamic53.0% S&P Shariah57.8% MSCI Islamic123.6% MSCI Islamic M-Series57.8% FTSE Shariah122.8% |
| SRTA Strata Critical Medical, Inc. | COMPLIANT | 0.04% | AAOIFI0.9% Usmani1.3% Dow Jones Islamic1.2% S&P Shariah1.3% MSCI Islamic1.3% MSCI Islamic M-Series1.3% FTSE Shariah0.0% |
| UUUU Energy Fuels, Inc. | COMPLIANT | 0.04% | AAOIFI18.2% Usmani44.5% Dow Jones Islamic25.2% S&P Shariah31.5% MSCI Islamic44.5% MSCI Islamic M-Series31.5% FTSE Shariah44.2% |
| MSBI Midland States Bancorp, Inc. | NON_COMPLIANT | 0.04% | AAOIFI1.1% Usmani0.1% Dow Jones Islamic1.7% S&P Shariah1.7% MSCI Islamic0.1% MSCI Islamic M-Series1.7% FTSE Shariah0.1% |
| WVE WaVe Life Sciences Ltd. | NON_COMPLIANT | 0.04% | AAOIFI3.9% Usmani7.8% Dow Jones Islamic2.9% S&P Shariah3.6% MSCI Islamic7.8% MSCI Islamic M-Series3.6% FTSE Shariah0.0% |
| Cinemark Holdings, Inc. | UNSCREENED | 0.04% | no in-house ratios for this holding |
| CTS CTS Corp. | COMPLIANT | 0.04% | AAOIFI2.0% Usmani4.2% Dow Jones Islamic2.3% S&P Shariah2.3% MSCI Islamic4.2% MSCI Islamic M-Series2.3% FTSE Shariah0.0% |
| ORRF Orrstown Financial Services, Inc. | NON_COMPLIANT | 0.03% | AAOIFI366.4% Usmani54.5% Dow Jones Islamic455.7% S&P Shariah565.6% MSCI Islamic54.5% MSCI Islamic M-Series565.6% FTSE Shariah54.5% |
| TPB Turning Point Brands, Inc. | COMPLIANT | 0.03% | AAOIFI19.7% Usmani34.4% Dow Jones Islamic20.0% S&P Shariah25.7% MSCI Islamic34.4% MSCI Islamic M-Series25.7% FTSE Shariah34.4% |
| BJ's Restaurants, Inc. | UNSCREENED | 0.03% | no in-house ratios for this holding |
| KLIC Kulicke & Soffa Industries, Inc. | COMPLIANT | 0.03% | AAOIFI0.9% Usmani2.9% Dow Jones Islamic1.3% S&P Shariah1.4% MSCI Islamic2.9% MSCI Islamic M-Series1.4% FTSE Shariah0.0% |
| UMH Properties, Inc. | UNSCREENED | 0.03% | no in-house ratios for this holding |
| MPB Mid Penn Bancorp, Inc. | NON_COMPLIANT | 0.03% | AAOIFI14.6% Usmani1.9% Dow Jones Islamic21.6% S&P Shariah25.6% MSCI Islamic1.9% MSCI Islamic M-Series25.6% FTSE Shariah1.9% |
| PSTL Postal Realty Trust, Inc. | NON_COMPLIANT | 0.03% | AAOIFI45.4% Usmani45.9% Dow Jones Islamic93.9% S&P Shariah106.6% MSCI Islamic45.9% MSCI Islamic M-Series106.6% FTSE Shariah45.7% |
| Community Healthcare Trust, Inc. | UNSCREENED | 0.03% | no in-house ratios for this holding |
| SPOK Spok Holdings, Inc. | COMPLIANT | 0.03% | AAOIFI2.6% Usmani2.9% Dow Jones Islamic2.2% S&P Shariah2.2% MSCI Islamic2.9% MSCI Islamic M-Series2.2% FTSE Shariah0.0% |
| COFS ChoiceOne Financial Services, Inc. | NON_COMPLIANT | 0.03% | AAOIFIfail Usmanifail Dow Jones Islamicfail S&P Shariahfail MSCI Islamicfail MSCI Islamic M-Seriesfail FTSE Shariahfail |
| Helix Energy Solutions Group, Inc. | UNSCREENED | 0.03% | no in-house ratios for this holding |
| AIRO AIRO Group Holdings, Inc. | NON_COMPLIANT | 0.03% | AAOIFI3.1% Usmani0.6% Dow Jones Islamicpass S&P Shariahpass MSCI Islamic0.6% MSCI Islamic M-Seriespass FTSE Shariah0.2% |
| Agree Realty Corp. | UNSCREENED | 0.03% | no in-house ratios for this holding |
| IKT Inhibikase Therapeutics, Inc. | NON_COMPLIANT | 0.03% | AAOIFI0.0% Usmani0.0% Dow Jones Islamic0.0% S&P Shariah0.0% MSCI Islamic0.0% MSCI Islamic M-Series0.0% FTSE Shariah0.0% |
| UPB Upstream Bio, Inc. | NON_COMPLIANT | 0.03% | AAOIFI0.3% Usmani0.3% Dow Jones Islamic0.1% S&P Shariah— MSCI Islamic0.3% MSCI Islamic M-Series— FTSE Shariah0.0% |
| FLGT Fulgent Genetics, Inc. | NON_COMPLIANT | 0.03% | AAOIFI1.4% Usmani0.7% Dow Jones Islamic1.2% S&P Shariah1.1% MSCI Islamic0.7% MSCI Islamic M-Series1.1% FTSE Shariah0.0% |
| NGNE Neurogene, Inc. | NON_COMPLIANT | 0.02% | AAOIFI1.1% Usmani3.4% Dow Jones Islamic2.2% S&P Shariah2.5% MSCI Islamic3.4% MSCI Islamic M-Series2.5% FTSE Shariah0.0% |
| RCKT Rocket Pharmaceuticals, Inc. | NON_COMPLIANT | 0.02% | AAOIFI0.8% Usmani5.9% Dow Jones Islamic0.5% S&P Shariah0.3% MSCI Islamic0.8% MSCI Islamic M-Series0.3% FTSE Shariah0.0% |
| TECX Tectonic Therapeutic, Inc. | NON_COMPLIANT | 0.02% | AAOIFI0.7% Usmani1.9% Dow Jones Islamic0.9% S&P Shariah1.2% MSCI Islamic1.8% MSCI Islamic M-Series1.2% FTSE Shariah0.0% |
| N/A | UNSCREENED | 0.02% | no in-house ratios for this holding |
| HDSN Hudson Technologies, Inc. | COMPLIANT | 0.02% | AAOIFI— Usmanipass Dow Jones Islamicpass S&P Shariahpass MSCI Islamicpass MSCI Islamic M-Seriespass FTSE Shariahpass |
| LBRT Liberty Energy, Inc. | NON_COMPLIANT | 0.02% | AAOIFI40.1% Usmani35.9% Dow Jones Islamic44.1% S&P Shariah43.7% MSCI Islamic30.1% MSCI Islamic M-Series43.7% FTSE Shariah28.8% |
| ACCO ACCO Brands Corp. | NON_COMPLIANT | 0.02% | AAOIFIfail Usmanifail Dow Jones Islamicfail S&P Shariahfail MSCI Islamicfail MSCI Islamic M-Seriesfail FTSE Shariahfail |
| HBT HBT Financial, Inc. | NON_COMPLIANT | 0.02% | AAOIFI0.0% Usmani0.0% Dow Jones Islamic0.0% S&P Shariah0.0% MSCI Islamic0.0% MSCI Islamic M-Series0.0% FTSE Shariah0.0% |
| Costamare Bulkers Holdings Ltd. | UNSCREENED | 0.02% | no in-house ratios for this holding |
| BCML BayCom Corp. | NON_COMPLIANT | 0.02% | AAOIFIfail Usmanifail Dow Jones Islamicfail S&P Shariahfail MSCI Islamicfail MSCI Islamic M-Seriesfail FTSE Shariahfail |
| Unity Bancorp, Inc. | UNSCREENED | 0.01% | no in-house ratios for this holding |
| ImmunityBio, Inc. | UNSCREENED | 0.01% | no in-house ratios for this holding |
| USAR USA Rare Earth, Inc. | NON_COMPLIANT | 0.01% | AAOIFI0.1% Usmani0.1% Dow Jones Islamic0.2% S&P Shariah0.3% MSCI Islamic0.1% MSCI Islamic M-Series0.3% FTSE Shariah0.0% |
| First Commonwealth Financial Corp. | UNSCREENED | 0.01% | no in-house ratios for this holding |
| PATK Patrick Industries, Inc. | NON_COMPLIANT | 0.01% | AAOIFI62.1% Usmani51.4% Dow Jones Islamic51.9% S&P Shariah58.1% MSCI Islamic51.4% MSCI Islamic M-Series58.1% FTSE Shariah44.2% |
| IE Ivanhoe Electric, Inc. | COMPLIANT | 0.01% | AAOIFI0.1% Usmani0.3% Dow Jones Islamic0.1% S&P Shariah0.1% MSCI Islamic0.3% MSCI Islamic M-Series0.1% FTSE Shariah0.0% |
| Biohaven Ltd. | UNSCREENED | 0.00% | no in-house ratios for this holding |
| RNA Atrium Therapeutics, Inc. | NON_COMPLIANT | 0.00% | AAOIFI0.7% Usmani0.6% Dow Jones Islamic— S&P Shariah— MSCI Islamic0.6% MSCI Islamic M-Series— FTSE Shariah0.0% |
The published standards disagree about this fund by 9 points of portfolio weight — 21.7% of it passes FTSE Shariah, 12.8% passes MSCI Islamic M-Series. Which number is yours depends on which standard you follow.
These bars are the financial-ratio result under each standard — debt, receivables and interest income. They do not screen what the business does, so a holding can pass every ratio here and still be questionable or non-compliant on activity. The blended verdict above accounts for both.
ratios pass on 17.3% ratios fail on 55.5% 30.3% not rated under AAOIFI
ratios pass on 18.4% ratios fail on 52.6% 32.3% not rated under Usmani
ratios pass on 14.1% ratios fail on 59.5% 29.6% not rated under Dow Jones Islamic
ratios pass on 14.2% ratios fail on 58.6% 30.5% not rated under S&P Shariah
ratios pass on 17.1% ratios fail on 57.2% 28.8% not rated under MSCI Islamic
ratios pass on 12.8% ratios fail on 60.5% 29.9% not rated under MSCI Islamic M-Series
ratios pass on 21.7% ratios fail on 50.5% 31.0% not rated under FTSE Shariah
393 of 496 listed holdings carry our own per-methodology verdicts (78% of weight). The rest hold a provider verdict with no methodology breakdown, and are counted as rated by none. Of those, 361 (74% of weight) also carry the underlying debt ratio; the rest show a verdict without the figure behind it.
| Non-compliant holding | Weight |
|---|---|
| NJR New Jersey Resources Corp. | 1.15% |
| SWX Southwest Gas Holdings, Inc. | 0.80% |
| BANC Banc of California, Inc. | 0.73% |
| EPRT Essential Properties Realty Trust, Inc. | 0.72% |
| NTB Bank of NT Butterfield & Son Ltd. (The) | 0.67% |
| NMIH NMI Holdings, Inc. | 0.66% |
| ECPG Encore Capital Group, Inc. | 0.63% |
| WD Walker & Dunlop, Inc. | 0.62% |
| EFSC Enterprise Financial Services Corp. | 0.60% |
| VSAT Viasat, Inc. | 0.59% |
Trade setup
Whether the technical picture shows an edge right now. Separate from the Sharia verdict, which this side never overrides.
JPMorgan Small Cap Value Fund (JSVZX) is currently considered not halal (non-compliant), per our own look-through to its filed holdings. See its filed holdings and the weight breakdown below for the reasoning.
Screened on its holdings, not its name
HTR reads the fund's filed holdings and screens each one, then reports the result by weight. A holding it cannot cover far enough is reported as unrated rather than counted as a pass.
| Holding | Weight | Verdict |
|---|---|---|
| JPMorgan Securities Lending Money Market Fundnot matched to a ticker | 3.91% | Not screened |
| JPMorgan Prime Money Market Fundnot matched to a ticker | 3.06% | Not screened |
| NJRNew Jersey Resources Corp. | 1.15% | Non-compliant |
| SWXSouthwest Gas Holdings, Inc. | 0.80% | Non-compliant |
| BANCBanc of California, Inc. | 0.73% | Non-compliant |
| EPRTEssential Properties Realty Trust, Inc. | 0.72% | Non-compliant |
| GTXGarrett Motion, Inc. | 0.71% | Compliant |
| COHUCohu, Inc. | 0.70% | Compliant |
| Old National Bancorpnot matched to a ticker | 0.69% | Not screened |
| NTBBank of NT Butterfield & Son Ltd. (The) | 0.67% | Non-compliant |
Top 10 of 496 holdings, 13.1% of the fund by weight. Every holding is screened, not only these.
What holds the number back
The positions keeping this fund short of 100% compliant by weight.
- JPMorgan Securities Lending Money Market Fundnot screened3.91%
- JPMorgan Prime Money Market Fundnot screened3.06%
- NJRnon-compliant1.15%
- SWXnon-compliant0.80%
- BANCnon-compliant0.73%
- EPRTnon-compliant0.72%
What changed, and when
Verdict history for JSVZX. A verdict that never moved is recorded too, so a quiet history reads as measured rather than missing.
- 2026-09-07 No change recorded No verdict change for JSVZX has been recorded since tracking began. The scan ledger records that the compliance detectors ran, not which symbols each pass covered.
ℹ️ no compliance scan has run for 5 days - this is not a reading of today
Pinch or scroll to zoom · drag to pan — both axes move · double-click to reset
This fund prices once a day, so its bars carry no intraday high or low — floor-trader pivots are not defined for it.
Price Forecast
The range is measured volatility (ATR over the horizon), not a target — a wider band means a more volatile asset, not a stronger view. The direction is the indicator tally below. Every forecast is recorded when made and scored against the real price when it comes due, including the wrong ones. Not a recommendation, and not a fatwa.
Technical Summary
Standard indicator thresholds (RSI 30/70, Stochastic 20/80, CCI ±100, Williams %R −80/−20, MACD histogram sign, price vs. average) computed on daily bars. A summary of what common indicators say — not a recommendation, and not this site's own trading verdict.
Every indicator, and what it reads
| Indicator | Value | Signal |
|---|---|---|
| RSI (14) | 64.80 | NEUTRAL |
| Stochastic %K (14) | 78.28 | NEUTRAL |
| CCI (20) | 48.44 | NEUTRAL |
| Williams %R (14) | -21.72 | NEUTRAL |
| MACD (12,26,9) | 0.20 | BUY |
| ROC (10) | 14.15 | BUY |
| Momentum (10) | 4.05 | BUY |
| EMA (10) | 32.57 | BUY |
| SMA (10) | 33.36 | SELL |
| EMA (20) | 31.52 | BUY |
| SMA (20) | 30.83 | BUY |
| EMA (30) | 30.91 | BUY |
| SMA (30) | 30.02 | BUY |
| EMA (50) | 30.34 | BUY |
| SMA (50) | 29.75 | BUY |
| EMA (100) | 29.65 | BUY |
| SMA (100) | 29.85 | BUY |
| EMA (200) | 28.24 | BUY |
| SMA (200) | 28.43 | BUY |
SMC — Top Down
Market structure by timeframe, read from real bars. A bias per timeframe rather than a forecast — timeframes disagreeing is information, not noise.
Before you act on this
The questions worth asking about any verdict on this page, answered plainly.
Is a fund screened on its name?
No. HTR reads the fund's filed holdings and screens each one, then reports the result by weight. A fund marketed as Islamic still gets the same look-through as any other.
What does unrated weight mean?
It is the share of the fund whose holdings HTR cannot cover far enough to rate. It is reported as unrated rather than counted as compliant, because a holding nobody screened should not look like one that passed.
Does the issuer's board make it compliant?
It matters, and it is noted, but it does not replace the look-through. The board's judgement and the holdings screen are shown separately so you can see when they agree and when they do not.
How often is this re-screened?
When the fund files new holdings, and on a rolling basis besides. The date on the verdict above is the last time this fund was actually recomputed.
Open research, not a fatwa. HTR applies published screening standards to filings and publishes what they say, including when they disagree. Nothing here is financial advice or a recommendation to buy or sell. Verdicts can change when new filings land.
Compare with
Same screen, different answers. Comparison is where the standards disagreeing becomes useful rather than confusing.
Peer screening computing — it will appear here on its own.
AI Summary
Plain-language summary of the evidence already on this page — the Sharia screen, structure, momentum, and order flow above. It explains the read; it doesn't make the call. Generated on demand (a live AI call), never run automatically.