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ReposiTrak, Inc. 2025-2026 Proxy Voting Records

Compiled from SEC Form N-PX filings and ReposiTrak, Inc.’s Form 8-K, filed 2025-11-20 (Item 5.07 on EDGAR). Page generated 02 October 2026.

8Reported items
104Asset managers
796Fund votes
2025-11-19Meeting date

Proxy season: 2025-2026

Explore ReposiTrak, Inc. in the interactive database Compare manager voting policies

Official 2025-2026 meeting results reported by ReposiTrak, Inc.

These tallies are ReposiTrak, Inc.’s own, as disclosed to the U.S. Securities and Exchange Commission on Form 8-K, filed 2025-11-20 (Item 5.07, “Submission of Matters to a Vote of Security Holders”). They cover every share voted at the meeting, not just the funds that file Form N-PX.

ReposiTrak, Inc. — official shareholder meeting results, meeting held 2025-11-19
Ballot item	For	Against	Abstain	Withheld	Broker non-votes	Outcome
Elect Director: Randall K. Fields	9,452,676	--	--	120,944	--	Majority: yes
Elect Director: Robert W. Allen	9,404,209	--	--	169,411	--	Majority: yes
Elect Director: Ronald C. Hodge	9,405,836	--	--	167,784	--	Majority: yes
Elect Director: Peter J. Larkin	9,407,460	--	--	166,160	--	Majority: yes

Source: ReposiTrak, Inc., Form 8-K, filed with the SEC on 2025-11-20 — read the filing on EDGAR.

How asset managers voted at the ReposiTrak, Inc. 2025-2026 meeting

Each item below shows how the 104 asset managers that disclosed a ReposiTrak, Inc. vote in their SEC Form N-PX filings actually voted. Share totals are the shares those managers' funds voted, summed across every fund they report. These are reported items, not a count of the ballot: fund filings describe one ballot item in different words. Two descriptions are shown as one item only on evidence — the same text (or one cut short of the other), the same director nominee, or a match to the same row of ReposiTrak, Inc.’s own Form 8-K tally — never because they merely read alike. A description that could not be joined that way is listed on its own, so one ballot item can appear more than once.

1. APPROVAL, ON AN ADVISORY BASIS, OF THE FREQUENCY OF FUTURE SAY-ON-PAY VOTES.

SECTION 14A SAY-ON-PAY VOTES

Combines 3 wordings of this item as funds reported it.

100% fund support · no official result

1 YEAR 58%ONE YEAR 26%3 YEARS 15%

The 102 asset managers below cast 100% of the shares they voted on this item FOR (6,129 for, 0 against).

FOR: 6,129 (0.1%)ABSTAIN: 233 (0.0%)1 YEAR: 3,178,831 (58.4%)ONE YEAR: 1,405,656 (25.8%)3 YEARS: 791,660 (14.5%)THREE YEARS: 63,085 (1.2%)

Largest asset managers voting on “APPROVAL, ON AN ADVISORY BASIS, OF THE FREQUENCY OF FUTURE SAY-ON-PAY VOTES.” at ReposiTrak, Inc., 2025-2026
Asset manager	For	Against	Abstain	Withheld	Vote
Handelsbanken Fonder AB	0	0	0	0	1 Year
ASHFORD CAPITAL MANAGEMENT INC	0	0	0	0	3 Years
RICE HALL JAMES & ASSOCIATES, LLC	0	0	0	0	1 Year
BlackRock	0	0	0	0	1 Year
Vanguard	0	0	0	0	One Year
GEODE CAPITAL MANAGEMENT, LLC	0	0	0	0	One Year
Fidelity	0	0	0	0	One Year
Renaissance	0	0	0	0	One Year
CLEARWATER INVESTMENT TRUST	0	0	0	0	1 Year
WisdomTree	0	0	0	0	One Year
Charles Schwab	0	0	0	0	1 Year
STIFEL NICOLAUS & CO INC \MO\	0	0	0	0	One Year
Northern Trust	0	0	0	0	1 Year
State Street	0	0	0	0	One Year
Two Sigma	0	0	0	0	One Year
T. Rowe Price	0	0	0	0	One Year
LOS ANGELES CAPITAL MANAGEMENT LLC	0	0	0	0	1 Year
American Century	0	0	0	0	One Year
Citadel	0	0	0	0	Three Years
MELLON INVESTMENTS Corp	0	0	0	0	One Year
Polar Asset Management Partners Inc.	0	0	0	0	3 Years
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP	0	0	0	0	One Year
PRESCOTT GROUP CAPITAL MANAGEMENT, L.L.C.	0	0	0	0	1 Year
QUANTITATIVE MASTER SERIES LLC	0	0	0	0	1 Year
MERCER GLOBAL ADVISORS INC /ADV	0	0	0	0	1 Year

Showing the 25 largest of 102 asset managers. See all 102 in the interactive database.

2. APPROVAL, ON AN ADVISORY BASIS, THE COMPENSATION PAID TO OUR NAMED EXECUTIVE OFFICERS AS DISCLOSED IN THE PROXY STATEMENT.

SECTION 14A SAY-ON-PAY VOTES

Combines 2 wordings of this item as funds reported it.

96% fund support · no official result

FOR 96%

The 78 asset managers below cast 96% of the shares they voted on this item FOR (3,853,219 for, 178,482 against).

FOR: 3,853,219 (95.6%)AGAINST: 178,482 (4.4%)

Largest asset managers voting on “APPROVAL, ON AN ADVISORY BASIS, THE COMPENSATION PAID TO OUR NAMED EXECUTIVE OFFICERS AS DISCLOSED IN THE PROX” at ReposiTrak, Inc., 2025-2026
Asset manager	For	Against	Vote
Handelsbanken Fonder AB	1,655,000	0	For
RICE HALL JAMES & ASSOCIATES, LLC	646,009	0	For
Vanguard	346,870	0	For
GEODE CAPITAL MANAGEMENT, LLC	211,727	0	For
Fidelity	211,289	0	For
Renaissance	114,265	0	For
CLEARWATER INVESTMENT TRUST	90,405	0	For
WisdomTree	0	73,732	Against
Charles Schwab	71,107	0	For
STIFEL NICOLAUS & CO INC \MO\	69,154	0	For
State Street	60,523	334	For
Two Sigma	53,432	0	For
T. Rowe Price	51,670	0	For
LOS ANGELES CAPITAL MANAGEMENT LLC	48,050	0	For
American Century	0	47,962	Against
Citadel	46,297	0	For
MELLON INVESTMENTS Corp	0	37,732	Against
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP	28,177	0	For
MARSHALL WACE, LLP	16,126	0	For
Dimensional	15,528	0	For
Point72	12,088	0	For
Invesco	9,989	0	For
Lincoln Financial	8,900	0	For
Equitable	7,065	0	For
SEI	6,800	0	For

Showing the 25 largest of 78 asset managers. See all 78 in the interactive database.

3. Election of Directors: Peter J. Larkin

DIRECTOR ELECTIONSMajority of the votes cast: yes

Combines 3 wordings of this item as funds reported it.

98% Majority: yes · of votes cast

FOR 98%

FOR: 9,407,460WITHHELD: 166,160

ReposiTrak, Inc.’s own tally for this item (“Elect Director: Peter J. Larkin”): 9,407,460 for, 166,160 withheld, per its Form 8-K filed 2025-11-20 (Item 5.07). FOR was more than half of the votes cast. Whether the item passed is for the filing to say; its statement has not been read for this item. Of all 18,288,455 outstanding shares: 51.4% for, 1.0% withheld (52.3% of the company cast a for/withheld vote).

The 38 asset managers below cast 100% of the shares they voted on this item FOR (681,969 for, 0 against).

FOR 55%ABSTAIN 45%

FOR: 681,969 (55.4%)ABSTAIN: 547,987 (44.6%)

Largest asset managers voting on “Election of Directors: Peter J. Larkin” at ReposiTrak, Inc., 2025-2026
Asset manager	For	Abstain	Vote
BlackRock	0	369,638	Abstain
Vanguard	332,605	0	For
Fidelity	211,160	0	For
CLEARWATER INVESTMENT TRUST	0	90,405	Abstain
WisdomTree	73,732	0	For
Charles Schwab	0	35,535	Abstain
American Century	23,981	0	For
QUANTITATIVE MASTER SERIES LLC	0	20,667	Abstain
Jacob Funds Inc.	12,112	0	For
Lincoln Financial	8,900	0	For
Equitable	0	7,065	Abstain
Global X	0	5,266	Abstain
Invesco	0	4,905	Abstain
BRIDGEWAY FUNDS INC	4,675	0	For
Pacific Life	0	3,707	Abstain
Northern Trust	3,478	0	For
SEI	0	3,400	Abstain
Brighthouse	2,264	0	For
Bridge Builder Trust	0	2,261	Abstain
ProShares	1,754	0	For
DWS	1,682	0	For
Nationwide	0	1,511	Abstain
AIG/SunAmerica	1,393	0	For
Prudential/PGIM	1,260	0	For
Calvert	0	1,148	Abstain

Showing the 25 largest of 38 asset managers. See all 38 in the interactive database.

4. Election of Directors: Randall K. Fields

DIRECTOR ELECTIONSMajority of the votes cast: yes

Combines 3 wordings of this item as funds reported it.

99% Majority: yes · of votes cast

FOR 99%

FOR: 9,452,676WITHHELD: 120,944

ReposiTrak, Inc.’s own tally for this item (“Elect Director: Randall K. Fields”): 9,452,676 for, 120,944 withheld, per its Form 8-K filed 2025-11-20 (Item 5.07). FOR was more than half of the votes cast. Whether the item passed is for the filing to say; its statement has not been read for this item. Of all 18,288,455 outstanding shares: 51.7% for, 0.7% withheld (52.3% of the company cast a for/withheld vote).

The 38 asset managers below cast 100% of the shares they voted on this item FOR (1,228,808 for, 0 against).

FOR 99.9%

FOR: 1,228,808 (99.9%)ABSTAIN: 1,148 (0.1%)

Largest asset managers voting on “Election of Directors: Randall K. Fields” at ReposiTrak, Inc., 2025-2026
Asset manager	For	Abstain	Vote
BlackRock	369,638	0	For
Vanguard	332,605	0	For
Fidelity	211,160	0	For
CLEARWATER INVESTMENT TRUST	90,405	0	For
WisdomTree	73,732	0	For
Charles Schwab	35,535	0	For
American Century	23,981	0	For
QUANTITATIVE MASTER SERIES LLC	20,667	0	For
Jacob Funds Inc.	12,112	0	For
Lincoln Financial	8,900	0	For
Equitable	7,065	0	For
Global X	5,266	0	For
Invesco	4,905	0	For
BRIDGEWAY FUNDS INC	4,675	0	For
Pacific Life	3,707	0	For
Northern Trust	3,478	0	For
SEI	3,400	0	For
Brighthouse	2,264	0	For
Bridge Builder Trust	2,261	0	For
ProShares	1,754	0	For
DWS	1,682	0	For
Nationwide	1,511	0	For
AIG/SunAmerica	1,393	0	For
Prudential/PGIM	1,260	0	For
Calvert	0	1,148	Abstain

Showing the 25 largest of 38 asset managers. See all 38 in the interactive database.

5. Election of Directors: Robert W. Allen

DIRECTOR ELECTIONSMajority of the votes cast: yes

Combines 3 wordings of this item as funds reported it.

98% Majority: yes · of votes cast

FOR 98%

FOR: 9,404,209WITHHELD: 169,411

ReposiTrak, Inc.’s own tally for this item (“Elect Director: Robert W. Allen”): 9,404,209 for, 169,411 withheld, per its Form 8-K filed 2025-11-20 (Item 5.07). FOR was more than half of the votes cast. Whether the item passed is for the filing to say; its statement has not been read for this item. Of all 18,288,455 outstanding shares: 51.4% for, 1.0% withheld (52.3% of the company cast a for/withheld vote).

The 38 asset managers below cast 100% of the shares they voted on this item FOR (746,672 for, 0 against).

FOR 61%ABSTAIN 39%

FOR: 746,672 (60.7%)ABSTAIN: 483,284 (39.3%)

Largest asset managers voting on “Election of Directors: Robert W. Allen” at ReposiTrak, Inc., 2025-2026
Asset manager	For	Abstain	Vote
BlackRock	0	369,638	Abstain
Vanguard	332,605	0	For
Fidelity	211,160	0	For
CLEARWATER INVESTMENT TRUST	90,405	0	For
WisdomTree	0	73,732	Abstain
Charles Schwab	35,535	0	For
American Century	23,981	0	For
QUANTITATIVE MASTER SERIES LLC	0	20,667	Abstain
Jacob Funds Inc.	12,112	0	For
Lincoln Financial	0	8,900	Abstain
Equitable	4,040	3,025	For
Global X	5,266	0	For
Invesco	4,905	0	For
BRIDGEWAY FUNDS INC	4,675	0	For
Pacific Life	0	3,707	Abstain
Northern Trust	3,478	0	For
SEI	3,400	0	For
Brighthouse	2,264	0	For
Bridge Builder Trust	0	2,261	Abstain
ProShares	1,754	0	For
DWS	1,682	0	For
Nationwide	1,509	2	For
AIG/SunAmerica	1,393	0	For
Prudential/PGIM	1,260	0	For
Calvert	1,148	0	For

Showing the 25 largest of 38 asset managers. See all 38 in the interactive database.

6. Election of Directors: Ronald C. Hodge

DIRECTOR ELECTIONSMajority of the votes cast: yes

Combines 3 wordings of this item as funds reported it.

98% Majority: yes · of votes cast

FOR 98%

FOR: 9,405,836WITHHELD: 167,784

ReposiTrak, Inc.’s own tally for this item (“Elect Director: Ronald C. Hodge”): 9,405,836 for, 167,784 withheld, per its Form 8-K filed 2025-11-20 (Item 5.07). FOR was more than half of the votes cast. Whether the item passed is for the filing to say; its statement has not been read for this item. Of all 18,288,455 outstanding shares: 51.4% for, 1.0% withheld (52.3% of the company cast a for/withheld vote).

The 38 asset managers below cast 100% of the shares they voted on this item FOR (1,047,922 for, 0 against).

FOR 85%ABSTAIN 15%

FOR: 1,047,922 (85.2%)ABSTAIN: 182,034 (14.8%)

Largest asset managers voting on “Election of Directors: Ronald C. Hodge” at ReposiTrak, Inc., 2025-2026
Asset manager	For	Abstain	Vote
BlackRock	369,638	0	For
Vanguard	332,605	0	For
Fidelity	211,160	0	For
CLEARWATER INVESTMENT TRUST	0	90,405	Abstain
WisdomTree	0	73,732	Abstain
Charles Schwab	35,535	0	For
American Century	23,981	0	For
QUANTITATIVE MASTER SERIES LLC	20,667	0	For
Jacob Funds Inc.	12,112	0	For
Lincoln Financial	8,900	0	For
Equitable	3,025	4,040	Abstain
Global X	0	5,266	Abstain
Invesco	4,905	0	For
BRIDGEWAY FUNDS INC	4,675	0	For
Pacific Life	3,707	0	For
Northern Trust	3,478	0	For
SEI	0	3,400	Abstain
Brighthouse	2,264	0	For
Bridge Builder Trust	2,261	0	For
ProShares	1,754	0	For
DWS	1,682	0	For
Nationwide	2	1,509	Abstain
AIG/SunAmerica	1,393	0	For
Prudential/PGIM	1,260	0	For
Calvert	0	1,148	Abstain

Showing the 25 largest of 38 asset managers. See all 38 in the interactive database.

7. RATIFICATION OF HAYNIE & COMPANY AS OUR INDEPENDENT REGISTERED PUBLIC ACCOUNTING FIRM FOR THE FISCAL YEAR ENDING JUNE 30, 2026.

AUDIT-RELATED

99.9% fund support · no official result

FOR 99.9%

The 38 asset managers below cast 99.9% of the shares they voted on this item FOR (1,229,270 for, 686 against).

FOR: 1,229,270 (99.9%)AGAINST: 686 (0.1%)

Largest asset managers voting on “RATIFICATION OF HAYNIE & COMPANY AS OUR INDEPENDENT REGISTERED PUBLIC ACCOUNTING FIRM FOR THE FISCAL YEAR ENDI” at ReposiTrak, Inc., 2025-2026
Asset manager	For	Against	Vote
BlackRock	369,638	0	For
Vanguard	332,605	0	For
Fidelity	211,160	0	For
CLEARWATER INVESTMENT TRUST	90,405	0	For
WisdomTree	73,732	0	For
Charles Schwab	35,535	0	For
American Century	23,981	0	For
QUANTITATIVE MASTER SERIES LLC	20,667	0	For
Jacob Funds Inc.	12,112	0	For
Lincoln Financial	8,900	0	For
Equitable	7,065	0	For
Global X	5,266	0	For
Invesco	4,905	0	For
BRIDGEWAY FUNDS INC	4,675	0	For
Pacific Life	3,707	0	For
Northern Trust	3,478	0	For
SEI	2,714	686	For
Brighthouse	2,264	0	For
Bridge Builder Trust	2,261	0	For
ProShares	1,754	0	For
DWS	1,682	0	For
Nationwide	1,511	0	For
AIG/SunAmerica	1,393	0	For
Prudential/PGIM	1,260	0	For
Calvert	1,148	0	For

Showing the 25 largest of 38 asset managers. See all 38 in the interactive database.

8. Approval, on an advisory basis, the compensation paid to our Named Executive Officers as disclosed in this proxy statement.

SECTION 14A SAY-ON-PAY VOTES

99.9% fund support · no official result

FOR 98%

The 27 asset managers below cast 99.9% of the shares they voted on this item FOR (1,389,906 for, 120 against).

FOR: 1,389,906 (98.1%)AGAINST: 120 (0.0%)ABSTAIN: 26,517 (1.9%)

Largest asset managers voting on “Approval, on an advisory basis, the compensation paid to our Named Executive Officers as disclosed in this pro” at ReposiTrak, Inc., 2025-2026
Asset manager	For	Against	Abstain	Vote
ASHFORD CAPITAL MANAGEMENT INC	751,508	0	0	For
BlackRock	460,248	120	0	For
Northern Trust	62,677	0	0	For
Polar Asset Management Partners Inc.	28,211	0	0	For
PRESCOTT GROUP CAPITAL MANAGEMENT, L.L.C.	0	0	26,284	Abstain
QUANTITATIVE MASTER SERIES LLC	20,667	0	0	For
MERCER GLOBAL ADVISORS INC /ADV	17,780	0	0	For
Jacob Funds Inc.	12,112	0	0	For
D.A. DAVIDSON & CO.	10,000	0	0	For
TRUIST FINANCIAL CORP	7,000	0	0	For
WELCH & FORBES LLC	5,000	0	0	For
O'SHAUGHNESSY ASSET MANAGEMENT, LLC	4,197	0	0	For
Moran Wealth Management, LLC	4,150	0	0	For
Copeland Capital Management, LLC	2,650	0	0	For
Bridge Builder Trust	2,261	0	0	For
KEYBANK NATIONAL ASSOCIATION/OH	350	0	0	For
John Hancock	281	0	0	For
CHOREO, LLC	241	0	0	For
Alpine Global Management, LLC	0	0	233	Abstain
Corient Private Wealth LP	232	0	0	For
Arlington Financial Advisors, LLC	100	0	0	For
ENVESTNET ASSET MANAGEMENT INC	100	0	0	For
XPONANCE LLC	75	0	0	For
GC Wealth Management RIA, LLC	51	0	0	For
MML INVESTORS SERVICES, LLC	15	0	0	For

Showing the 25 largest of 27 asset managers. See all 27 in the interactive database.

Largest ReposiTrak, Inc. shareholders voting in 2025-2026

Ranked by the number of ReposiTrak, Inc. shares each manager voted on the most widely held ballot item of the 2025-2026 meeting, shown as a share of the 18,288,455 shares outstanding at the time of that meeting.

Top ReposiTrak, Inc. shareholders by shares voted, 2025-2026
#	Asset manager	% of shares outstanding
1	Handelsbanken Fonder AB	9.05%
2	ASHFORD CAPITAL MANAGEMENT INC	4.11%
3	RICE HALL JAMES & ASSOCIATES, LLC	3.53%
4	BlackRock	2.52%
5	Vanguard	1.90%
6	GEODE CAPITAL MANAGEMENT, LLC	1.16%
7	Fidelity	1.16%
8	Renaissance	0.62%
9	CLEARWATER INVESTMENT TRUST	0.49%
10	WisdomTree	0.40%

Reported ReposiTrak, Inc. ownership

Positions disclosed to the SEC on Schedules 13D and 13G, Form 13F and the company’s own proxy statement (DEF 14A).

ReposiTrak, Inc. beneficial owners on record for the 2025-2026 proxy season
Holder	% outstanding	Disclosure
ReposiTrak, Inc.	48.67%	13D
Vanguard Group	4.02%	13F
BlackRock	3.81%	13F
Geode Capital	1.90%	13F
Renaissance Technologies	1.33%	13F
State Street	1.15%	13F
Citadel Advisors	0.95%	13F
Two Sigma	0.92%	13F
BNY Mellon	0.72%	13F
Goldman Sachs	0.61%	13F

Percentages above are of 18,288,455 shares outstanding, as reported by ReposiTrak, Inc. on its Form 10-Q dated 2025-11-13 (see the filing on EDGAR). This is the count contemporaneous with the 2025-2026 meeting, so the percentages are the ones that were true then, not ones restated against today’s share count.

About this page

Every figure above is derived from filings made with the US Securities and Exchange Commission: Form N-PX, in which registered investment companies and institutional managers disclose how they voted every proxy, and Form 8-K Item 5.07, in which the company reports its own meeting results. Shares outstanding are taken from ReposiTrak, Inc.’s 10-Q dated 2025-11-13. This page is a static snapshot rebuilt weekly on 02 October 2026; a live search always shows the current data.

At ReposiTrak, Inc.'s shareholder meeting held 2025-11-19, in the 2025-2026 proxy season, 104 asset managers reported how they voted in their SEC Form N-PX filings, covering 796 separate fund positions. Their filings are grouped here into 8 reported items; because filers word the same ballot item differently, that can be more than the number of items on the ballot. ReposiTrak, Inc.'s own Form 8-K tally for this meeting is published below, but no row in it could be matched to the most widely held item, so this page states no certified outcome for that item. On that item — APPROVAL, ON AN ADVISORY BASIS, OF THE FREQUENCY OF FUTURE SAY-ON-PAY VOTES. — the reporting funds cast 100% of the shares they voted in favour (FOR divided by FOR plus AGAINST, the conventional basis for proxy support; abstentions, broker non-votes and unvoted shares are excluded because none of them took a side). That is the aggregate of those managers' own N-PX disclosures, not the company's certified result, and the funds are a subset of all shareholders.

ReposiTrak, Inc. proxy season coverage: 2025-2026 (this page).