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Brighthouse vs Lincoln Financial: how alike they voted, 2024-2025

98.5% When both took a single position, they voted the same way on 98.5% of 55,654 items (54,828 the same, 826 different). 14,755 items where at least one of them split its funds are listed separately below. Both voted on 70,409 items in all.

Note on Brighthouse: its funds did not all vote the same way on 14.7% of the 97,681 ballot items it voted. Those items are not in the percentage above; the ones it shares with this pair are listed under “Split votes”.

Brighthouse 2024-2025 · Lincoln Financial 2024-2025 · Download the item list (CSV)

By who put the item on the ballot. “Same position” = Same / (Same + Differ); split items are not in it. “Fund-level” is a second view over all common items: the chance that a fund of each manager, picked at random, voted the same way, which gives partial credit where a manager split.
Common itemsSame DifferSplit (not in %)Same position Fund-level
All ballot items 70,40954,828826 14,75598.5%91.5%
Board proposals 60,49146,192764 13,53598.4%91.1%
E&S shareholder proposals 27312 27033.3%40.2%
Other items 9,6458,63560 95099.3%95.2%

Where they did not vote alike

Everything Voted differently Split votes

All ballot items Board proposals E&S shareholder proposals Other items

15,581 items. “Voted differently”: each manager’s funds all voted one way, and the two ways differ. “Split”: at least one manager’s funds did not all vote the same way.

CompanyMeetingProposalOn the ballot from Board recommendedBrighthouseLincoln Financial
WHITESTONE REIT May 15, 2025 To approve an amendment to the 2018 Long-Term Equity Incentive Ownership Plan.
Compensation
Board For AGAINST
2 funds
FOR
1 fund
WILLDAN GROUP INC. June 12, 2025 Approval, on a non-binding advisory basis, of the frequency of future advisory votes on our named executive officer compensation.
Say-on-Pay
Board Not determined ABSTAIN
1 fund
FOR
1 fund
WIZZ AIR HOLDINGS PLC September 25, 2024 RE-ELECT ANNA GATTI AS DIRECTOR
Director Elections
Board For FOR
2 funds
AGAINST
1 fund
WIZZ AIR HOLDINGS PLC September 25, 2024 RE-ELECT ANNA GATTI AS DIRECTOR (INDEPENDENT SHAREHOLDER VOTE)
Director Elections
Board For FOR
2 funds
AGAINST
1 fund
WIZZ AIR HOLDINGS PLC September 25, 2024 RE-ELECT ANTHONY RADEV AS DIRECTOR
Director Elections
Board For FOR
2 funds
AGAINST
1 fund
WIZZ AIR HOLDINGS PLC September 25, 2024 RE-ELECT ANTHONY RADEV AS DIRECTOR (INDEPENDENT SHAREHOLDER VOTE)
Director Elections
Board For FOR
2 funds
AGAINST
1 fund
WIZZ AIR HOLDINGS PLC September 25, 2024 RE-ELECT BARRY ECCLESTON AS DIRECTOR
Director Elections
Board For FOR
2 funds
AGAINST
1 fund
WIZZ AIR HOLDINGS PLC September 25, 2024 RE-ELECT BARRY ECCLESTON AS DIRECTOR (INDEPENDENT SHAREHOLDER VOTE)
Director Elections
Board For FOR
2 funds
AGAINST
1 fund
WIZZ AIR HOLDINGS PLC September 25, 2024 RE-ELECT WILLIAM FRANKE AS DIRECTOR
Director Elections
Board For FOR
2 funds
AGAINST
1 fund
WORLDLINE SA June 5, 2025 Approve Remuneration Policy of CEO
Compensation
Board For FOR
1 fund
AGAINST
1 fund
WORLDLINE SA June 5, 2025 Reelect Michael Stollarz as Director
Director Elections
Board For FOR
1 fund
AGAINST
1 fund
WORLEY LTD. November 21, 2024 Approve Grant of Deferred Equity Rights to Robert Christopher Ashton
Compensation
Board For AGAINST
1 fund
FOR
1 fund
WORLEY LTD. November 21, 2024 Approve Remuneration Report
Compensation
Board For AGAINST
1 fund
FOR
1 fund
WORTHINGTON STEEL INC. September 25, 2024 Select, on an advisory basis, the frequency of future advisory votes on the compensation of the Company's named executive officers.
Say-on-Pay
Board Not determined ABSTAIN
1 fund
FOR
1 fund
WYNDHAM HOTELS & RESORTS INC. May 15, 2025 To vote on an advisory resolution on the frequency of the advisory vote on named executive officer compensation.
Say-on-Pay
Board Not determined ABSTAIN
2 funds
FOR
1 fund
XERO LTD. August 22, 2024 Approve Remuneration Report
Compensation
Board None AGAINST
4 funds
FOR
2 funds
YARA INTERNATIONAL ASA May 28, 2025 Reelect Tina Elizabeth Lawton as Director
Director Elections
Board For FOR
3 funds
AGAINST
1 fund
YELP INC. June 13, 2025 To indicate, on an advisory basis, the preferred frequency of stockholder advisory votes on the compensation of Yelp's named executive officers.
Say-on-Pay
Board For ABSTAIN
2 funds
FOR
1 fund
ZEALAND PHARMA A/S March 27, 2025 Approve Remuneration Report (Advisory Vote)
Compensation
Board For AGAINST
3 funds
FOR
1 fund
ZEALAND PHARMA A/S March 27, 2025 Approve Remuneration of Directors in the Amount of DKK 100,000 for Each Director, and 5,000 RSU for Chair, 1,000 RSU for Vice Chair and 1,500 RSU for Other Directors; Approve Remuneration for Committee Work in RSUs
Compensation
Board For AGAINST
3 funds
FOR
1 fund
ZENTALIS PHARMACEUTICALS INC. June 17, 2025 To ratify the appointment of Ernst & Young LLP as our independent registered public accounting firm for the fiscal year ending December 31, 2025.
Audit-related
Board For ABSTAIN
1 fund
FOR
3 funds
ZIONS BANCORPORATION May 2, 2025 Approval, on a nonbinding advisory basis, of the compensation paid to the Bank's named executive officers with respect to fiscal year ended Dec. 31, 2024.
Say-on-Pay
Board For ABSTAIN
2 funds
FOR
1 fund
ZIONS BANCORPORATION May 2, 2025 Ratification of the appointment of Ernst & Young LLP as the Independent Registered Public Accounting Firm to audit the Bank's financial statements for the current year.
Audit-related
Board For ABSTAIN
2 funds
FOR
1 fund
ZIPRECRUITER INC. June 10, 2025 Election of Class I Directors for three-year term: Cipora Herman
Director Elections
Board For WITHHOLD
2 funds
FOR
1 fund
ZIPRECRUITER INC. June 10, 2025 Election of Class I Directors for three-year term: Ian Siegel
Director Elections
Board For WITHHOLD
2 funds
FOR
1 fund
ZIPRECRUITER INC. June 10, 2025 Election of Class I Directors for three-year term: Yvonne Hao
Director Elections
Board For WITHHOLD
2 funds
FOR
1 fund
A. O. SMITH CORP. April 8, 2025 Stockholder proposal requesting a Board report on our hiring practices with respect to formerly incarcerated people, if properly presented at the Annual Meeting.
Human Rights or Human Capital/workforce
Shareholder (E&S) Against Split
3 AGAINST, 4 ABSTAIN
AGAINST
8 funds
ALLIANT ENERGY CORP. May 16, 2025 Shareowner Proposal Requesting Third-Party Evaluation of Greenhouse Gas Emissions Reduction Targets.
Environment or Climate
Shareholder (E&S) Against Split
5 AGAINST, 3 ABSTAIN
AGAINST
3 funds
ALPHABET INC. June 6, 2025 Stockholder proposal regarding a human rights impact assessment of Al-driven targeted ad policies
Human Rights or Human Capital/workforce
Shareholder (E&S) Against Split
3 FOR, 4 AGAINST, 4 ABSTAIN
Split
5 FOR, 10 AGAINST
ALPHABET INC. June 6, 2025 Stockholder proposal regarding a report on Al data usage oversight
Other Social Issues
Shareholder (E&S) Against Split
3 FOR, 4 AGAINST, 4 ABSTAIN
Split
9 FOR, 6 AGAINST
ALPHABET INC. June 6, 2025 Stockholder proposal regarding a report on alignment of lobbying activities with child safety policies
Human Rights or Human Capital/workforce
Shareholder (E&S) Against Split
2 FOR, 11 AGAINST, 12 ABSTAIN
Split
3 FOR, 13 AGAINST
ALPHABET INC. June 6, 2025 Stockholder proposal regarding a report on charitable partnerships
Human Rights or Human Capital/workforce
Shareholder (E&S) Against Split
13 AGAINST, 12 ABSTAIN
AGAINST
16 funds
ALPHABET INC. June 6, 2025 Stockholder proposal regarding a report on online safety for children
Compensation
Shareholder (E&S) Against Split
3 FOR, 10 AGAINST, 12 ABSTAIN
Split
3 FOR, 13 AGAINST
ALPHABET INC. June 6, 2025 Stockholder proposal regarding a report on risks of discrimination in GenAl
Environment or Climate
Shareholder (E&S) Against Split
7 AGAINST, 4 ABSTAIN
AGAINST
16 funds
ALPHABET INC. June 6, 2025 Stockholder proposal regarding a report on the due diligence process to assess human rights risks in CAHRA
Human Rights or Human Capital/workforce
Shareholder (E&S) Against Split
1 FOR, 12 AGAINST, 12 ABSTAIN
Split
1 FOR, 15 AGAINST
ALPHABET INC. June 6, 2025 Stockholder proposal regarding a request to cease CEI participation
Shareholder Rights and Defenses
Shareholder (E&S) Against Split
13 AGAINST, 12 ABSTAIN
AGAINST
16 funds
ALPHABET INC. June 6, 2025 Stockholder proposal regarding an enhanced disclosure on climate goals
Environment or Climate
Shareholder (E&S) Against Split
1 FOR, 12 AGAINST, 12 ABSTAIN
Split
4 FOR, 12 AGAINST
AMAZON.COM May 21, 2025 SHAREHOLDER PROPOSAL REQUESTING A REPORT ON ADVERTISING RISKS
Other Social Issues
Shareholder (E&S) Against Split
12 AGAINST, 15 ABSTAIN
AGAINST
21 funds
AMAZON.COM May 21, 2025 SHAREHOLDER PROPOSAL REQUESTING A REPORT ON DATA USAGE OVERSIGHT IN AI OFFERINGS
Other Social Issues
Shareholder (E&S) Against Split
8 AGAINST, 8 ABSTAIN
Split
1 FOR, 19 AGAINST
AMAZON.COM May 21, 2025 SHAREHOLDER PROPOSAL REQUESTING A REPORT ON PACKAGING MATERIALS
Environment or Climate
Shareholder (E&S) Against Split
1 FOR, 11 AGAINST, 15 ABSTAIN
Split
2 FOR, 18 AGAINST
AMAZON.COM May 21, 2025 SHAREHOLDER PROPOSAL REQUESTING A REPORT ON WAREHOUSE WORKING CONDITIONS
Human Rights or Human Capital/workforce
Shareholder (E&S) Against Split
1 FOR, 11 AGAINST, 15 ABSTAIN
Split
5 FOR, 16 AGAINST
AMAZON.COM May 21, 2025 SHAREHOLDER PROPOSAL REQUESTING ADDITIONAL REPORTING ON IMPACT OF DATA CENTERS ON CLIMATE COMMITMENTS
Environment or Climate
Shareholder (E&S) Against Split
12 AGAINST, 15 ABSTAIN
Split
4 FOR, 17 AGAINST
AMAZON.COM May 21, 2025 SHAREHOLDER PROPOSAL REQUESTING ALTERNATIVE EMISSIONS REPORTING
Environment or Climate
Shareholder (E&S) Against Split
1 FOR, 11 AGAINST, 15 ABSTAIN
Split
3 FOR, 18 AGAINST
AMAZON.COM May 21, 2025 SHAREHOLDER PROPOSAL REQUESTING AN ASSESSMENT OF BOARD STRUCTURE FOR OVERSIGHT OF AI
Human Rights or Human Capital/workforce
Shareholder (E&S) Against Split
1 FOR, 11 AGAINST, 15 ABSTAIN
Split
3 FOR, 18 AGAINST
AMAZON.COM INC. May 21, 2025 Shareholder proposal requesting a report on data dosage oversight in AI offerings
Other Social Issues
Shareholder (E&S) Against Split
2 FOR, 2 AGAINST, 7 ABSTAIN
AGAINST
1 fund
AMEREN CORP. May 8, 2025 SHAREHOLDER PROPOSAL - EVALUATION BY A THIRD-PARTY OF SHORT- AND MEDIUM-TERM GREENHOUSE GAS EMISSIONS REDUCTION TARGETS.
Environment or Climate
Shareholder (E&S) Against Split
3 AGAINST, 5 ABSTAIN
AGAINST
6 funds
AMERICAN AIRLINES GROUP INC. June 11, 2025 Advisory vote on stockholder proposal to end participation in the Human Rights Campaign's Corporate Equality Index.
Human Rights or Human Capital/workforce
Shareholder (E&S) Against Split
1 AGAINST, 4 ABSTAIN
AGAINST
3 funds
AMERICAN EXPRESS CO. April 29, 2025 Shareholder proposal relating to DEI goals in executive pay incentives.
Diversity, Equity, and Inclusion
Shareholder (E&S) Against Split
9 AGAINST, 6 ABSTAIN
AGAINST
11 funds
AMERICAN EXPRESS CO. April 29, 2025 Shareholder proposal relating to civil liberties in advertising services.
Diversity, Equity, and Inclusion
Shareholder (E&S) Against Split
9 AGAINST, 6 ABSTAIN
AGAINST
11 funds
APPLE INC. February 25, 2025 A shareholder proposal entitled "Report on Charitable Giving"
Environment or Climate
Shareholder (E&S) Against Split
11 AGAINST, 12 ABSTAIN
AGAINST
17 funds
APPLE INC. February 25, 2025 A shareholder proposal entitled "Report on Costs and Benefits of Child Sex Abuse Material-Identifying Software & User Privacy"
Human Rights or Human Capital/workforce
Shareholder (E&S) Against Split
11 AGAINST, 12 ABSTAIN
AGAINST
17 funds
APPLE INC. February 25, 2025 A shareholder proposal entitled "Report on Ethical AI Data Acquisition and Usage"
Human Rights or Human Capital/workforce
Shareholder (E&S) Against Split
11 AGAINST, 12 ABSTAIN
Split
3 FOR, 14 AGAINST
APPLE INC. February 25, 2025 A shareholder proposal entitled "Request to Cease DEI Efforts"
Environment or Climate
Shareholder (E&S) Against Split
11 AGAINST, 12 ABSTAIN
AGAINST
17 funds
AUTONATION INC. April 23, 2025 Adoption of stockholder proposal regarding diversity, equity, and inclusion efforts.
Human Rights or Human Capital/workforce
Shareholder (E&S) Against Split
1 AGAINST, 3 ABSTAIN
AGAINST
4 funds
AUTONATION INC. April 23, 2025 Adoption of stockholder proposal regarding political contributions.
Other Social Issues
Shareholder (E&S) Against Split
1 FOR, 3 ABSTAIN
Split
2 FOR, 2 AGAINST
BANK OF AMERICA CORP. April 22, 2025 Shareholder proposal request report on lobbying alignment with Bank of America's climate goals
Environment or Climate
Shareholder (E&S) Against Split
1 FOR, 4 AGAINST, 3 ABSTAIN
AGAINST
13 funds
BANK OF AMERICA CORP. April 22, 2025 Shareholder proposal requesting disclosure of energy financing ratio
Environment or Climate
Shareholder (E&S) Against Split
4 FOR, 4 AGAINST, 7 ABSTAIN
Split
1 FOR, 16 AGAINST
BANK OF AMERICA CORP. April 22, 2025 Shareholder proposal requesting report on board oversight of risks related to animal welfare
Other Social Issues
Shareholder (E&S) Against Split
8 AGAINST, 7 ABSTAIN
AGAINST
17 funds
BANK OF AMERICA CORP. April 22, 2025 Shareholder proposal requesting report on lobbying alignment with Bank of America's climate goals
Other Social Issues
Shareholder (E&S) Against Split
3 FOR, 4 ABSTAIN
Split
1 FOR, 3 AGAINST
BERKSHIRE HATHAWAY INC. May 3, 2025 Shareholder proposal requesting that the Board of Directors oversee an independent racial discrimination audit.
Environment or Climate
Shareholder (E&S) Against Split
7 AGAINST, 9 ABSTAIN
AGAINST
12 funds
BERKSHIRE HATHAWAY INC. May 3, 2025 Shareholder proposal requesting that the Company annually disclose its clean energy financing ratio.
Environment or Climate
Shareholder (E&S) Against Split
7 AGAINST, 9 ABSTAIN
AGAINST
12 funds
BERKSHIRE HATHAWAY INC. May 3, 2025 Shareholder proposal requesting that the Company disclose the highest NEO's pay ratio.
Diversity, Equity, and Inclusion
Shareholder (E&S) Against Split
7 AGAINST, 9 ABSTAIN
AGAINST
12 funds
BERKSHIRE HATHAWAY INC. May 3, 2025 Shareholder proposal requesting that the Company issue a civil rights and non-discrimination report.
Environment or Climate
Shareholder (E&S) Against Split
7 AGAINST, 9 ABSTAIN
AGAINST
12 funds
BERKSHIRE HATHAWAY INC. May 3, 2025 Shareholder proposal requesting that the Company publish a report regarding the costs and benefits of Berkshire Hathaway Energy's voluntary environmental activities.
Environment or Climate
Shareholder (E&S) Against Split
7 AGAINST, 9 ABSTAIN
AGAINST
12 funds
BEST BUY CO. INC. June 13, 2025 To vote on a shareholder proposal entitled "Publish Climate Transition Plan to Achieve Stated Goals"
Environment or Climate
Shareholder (E&S) Against Split
4 AGAINST, 4 ABSTAIN
Split
1 FOR, 7 AGAINST
BEST BUY CO. INC. June 13, 2025 To vote on a shareholder proposal entitled "Publish a Report on the Company's LGBTQIA+ Inclusion Efforts in its Human Capital Management Strategy"
Human Rights or Human Capital/workforce
Shareholder (E&S) Against Split
1 FOR, 3 AGAINST, 4 ABSTAIN
AGAINST
8 funds
BEST BUY CO. INC. June 13, 2025 To vote on a shareholder proposal entitled "Request to Cease CEI Participation"
Environment or Climate
Shareholder (E&S) Against Split
4 AGAINST, 4 ABSTAIN
AGAINST
8 funds
BJ'S RESTAURANTS INC. June 12, 2025 Shareholder proposal requesting that the Company publish a food waste transparency report.
Environment or Climate
Shareholder (E&S) Against Split
2 AGAINST, 4 ABSTAIN
AGAINST
4 funds
BJ'S WHOLESALE CLUB HOLDINGS INC. June 19, 2025 Vote on a shareholder proposal regarding a report on greenhouse gas emissions reduction efforts, if properly presented at the meeting.
Environment or Climate
Shareholder (E&S) Against Split
1 AGAINST, 4 ABSTAIN
Split
2 FOR, 4 AGAINST
BLACKROCK FINANCE INC. May 15, 2025 Shareholder Proposal - Report on Risk of Stakeholder Capitalism.
Other Social Issues
Shareholder (E&S) Against Split
5 AGAINST, 2 ABSTAIN
AGAINST
13 funds
BOEING CO. April 24, 2025 Civil Rights Audit.
Diversity, Equity, and Inclusion
Shareholder (E&S) Against Split
11 AGAINST, 4 ABSTAIN
AGAINST
8 funds
BOEING CO. April 24, 2025 Report on DEI and Related Risks.
Environment or Climate
Shareholder (E&S) Against Split
11 AGAINST, 4 ABSTAIN
AGAINST
8 funds
BOYD GAMIN May 8, 2025 Advisory vote on the stockholder proposal regarding the commissioning of a report on the effects of a company-wide non-smoking policy.
Other Social Issues
Shareholder (E&S) Not determined Split
4 AGAINST, 2 ABSTAIN
AGAINST
6 funds
BRISTOL-MYERS SQUIBB CO. May 6, 2025 Shareholder Proposal on Corporate Financial Sustainability
Other Social Issues
Shareholder (E&S) Against Split
5 AGAINST, 5 ABSTAIN
AGAINST
12 funds
BRISTOL-MYERS SQUIBB CO. May 6, 2025 Shareholder Proposal on a Request to Cease DEI Efforts
Diversity, Equity, and Inclusion
Shareholder (E&S) Against Split
5 AGAINST, 5 ABSTAIN
AGAINST
12 funds
CADENCE DESIGN SYSTEMS INC. May 8, 2025 Stockholder proposal regarding political spending.
Other Social Issues
Shareholder (E&S) Against Split
2 FOR, 4 AGAINST, 9 ABSTAIN
Split
3 FOR, 11 AGAINST
CAESARS ENTERTAINMENT INC. June 10, 2025 SHAREHOLDER PROPOSAL: A SHAREHOLDER PROPOSAL REGARDING ADOPTION OF A SMOKEFREE POLICY FOR CAESARS ENTERTAINMENT PROPERTIES.
Other Social Issues
Shareholder (E&S) Against Split
1 FOR, 3 AGAINST, 3 ABSTAIN
AGAINST
4 funds
CAMPBELL SOUP CO. November 19, 2024 To vote on a shareholder proposal regarding a diversity audit.
Human Rights or Human Capital/workforce
Shareholder (E&S) Against Split
2 AGAINST, 4 ABSTAIN
AGAINST
3 funds
CARRIER GLOBAL CORP. April 9, 2025 Shareowner Proposal Requesting a Lobbying Transparency Report
Other Social Issues
Shareholder (E&S) Against Split
1 FOR, 4 AGAINST, 3 ABSTAIN
AGAINST
6 funds
CASEY'S GENERAL STORES INC. August 28, 2024 Shareholder proposal regarding greenhouse gas emissions reporting.
Environment or Climate
Shareholder (E&S) Against Split
1 FOR, 2 AGAINST, 5 ABSTAIN
Split
1 FOR, 10 AGAINST
CATERPILLAR INC. June 11, 2025 Shareholder Proposal - Civil Rights Audit
Diversity, Equity, and Inclusion
Shareholder (E&S) Against Split
1 FOR, 3 AGAINST, 7 ABSTAIN
Split
2 FOR, 6 AGAINST
CATERPILLAR INC. June 11, 2025 Shareholder Proposal - Report on Employee Charitable Giving Match
Human Rights or Human Capital/workforce
Shareholder (E&S) Against Split
4 AGAINST, 7 ABSTAIN
AGAINST
8 funds
CATERPILLAR INC. June 11, 2025 Shareholder Proposal - Request to Cease DEI Efforts
Diversity, Equity, and Inclusion
Shareholder (E&S) Against Split
4 AGAINST, 7 ABSTAIN
AGAINST
8 funds
CBOE GLOBAL MARKETS INC. May 6, 2025 Stockholder proposal regarding political spending.
Other Social Issues
Shareholder (E&S) Against Split
4 FOR, 5 ABSTAIN
Split
4 FOR, 3 AGAINST
CENTENE CORP. May 13, 2025 STOCKHOLDER PROPOSAL FOR REPORT ON CLIMATE RISK TO RETIREMENT INVESTMENTS.
Environment or Climate
Shareholder (E&S) Against Split
7 AGAINST, 8 ABSTAIN
AGAINST
9 funds
CENTENE CORP. May 13, 2025 STOCKHOLDER PROPOSAL TO DISCLOSE PLAN TO REDUCE TOTAL CONTRIBUTION TO CLIMATE CHANGE.
Environment or Climate
Shareholder (E&S) Against Split
2 FOR, 5 AGAINST, 8 ABSTAIN
AGAINST
9 funds
CHARLES RI May 20, 2025 Proposal to publish a report on non-human primates imported by Charles River Laboratories International, Inc.
Other Social Issues
Shareholder (E&S) Not determined Split
3 AGAINST, 4 ABSTAIN
Split
1 FOR, 4 AGAINST
CHARTER COMMUNICATIONS INC. April 22, 2025 Stockholder proposal regarding political expenditures report.
Other Social Issues
Shareholder (E&S) Against Split
3 FOR, 5 ABSTAIN
Split
3 FOR, 3 AGAINST
CHEMOURS CO. April 22, 2025 Shareholder Proposal to Adopt a Policy to Assess Biodiversity Impacts prior to commencing Mining Operations.
Environment or Climate
Shareholder (E&S) Against Split
1 AGAINST, 3 ABSTAIN
AGAINST
4 funds
CHEVRON CORP. May 28, 2025 Commission a Third-Party Report on Human Rights Practices
Human Rights or Human Capital/workforce
Shareholder (E&S) Against Split
2 FOR, 5 AGAINST, 7 ABSTAIN
Split
2 FOR, 15 AGAINST
CHEVRON CORP. May 28, 2025 Report on Renewable Energy Stranded Asset Risks
Environment or Climate
Shareholder (E&S) Against Split
7 AGAINST, 7 ABSTAIN
AGAINST
17 funds
CINTAS CORP. October 29, 2024 A shareholder proposal regarding disclosure of key diversity and inclusion metric, if properly presented at the meeting.
Diversity, Equity, and Inclusion
Shareholder (E&S) Against Split
2 FOR, 2 ABSTAIN
Split
3 FOR, 5 AGAINST
CINTAS CORP. October 29, 2024 A shareholder proposal regarding disclosure of managing climate risk through science-based targets and transition planning, if properly presented at the meeting.
Environment or Climate
Shareholder (E&S) Against Split
2 FOR, 2 AGAINST, 9 ABSTAIN
Split
3 FOR, 5 AGAINST
CINTAS CORP. October 29, 2024 A shareholder proposal regarding political disclosure, if properly presented at the meeting.
Other Social Issues
Shareholder (E&S) Against Split
4 FOR, 9 ABSTAIN
Split
4 FOR, 4 AGAINST
CITIGROUP INC. April 29, 2025 Stockholder proposal requesting a report disclosing the Board's oversight regarding material risks associated with animal welfare.
Other Social Issues
Shareholder (E&S) Against Split
5 AGAINST, 8 ABSTAIN
AGAINST
10 funds
CITIGROUP INC. April 29, 2025 Stockholder proposal requesting a report on financial statement assumptions and climate change.
Environment or Climate
Shareholder (E&S) Against Split
5 AGAINST, 8 ABSTAIN
AGAINST
10 funds
CITIGROUP INC. April 29, 2025 Stockholder proposal requesting a report on the effectiveness of Citi's policies and practices in respecting Indigenous Peoples' rights in Citi's existing and proposed financing.
Human Rights or Human Capital/workforce
Shareholder (E&S) Against Split
1 FOR, 4 AGAINST, 8 ABSTAIN
AGAINST
10 funds
COCA-COLA CO. April 30, 2025 Vote on shareowner proposal regard DEI goals in executive pay
Environment or Climate
Shareholder (E&S) Against Split
4 AGAINST, 2 ABSTAIN
AGAINST
7 funds
COCA-COLA CO. April 30, 2025 Vote on shareowner proposal regarding a report on brand image impacts
Human Rights or Human Capital/workforce
Shareholder (E&S) Against Split
8 AGAINST, 6 ABSTAIN
AGAINST
8 funds
COCA-COLA CO. April 30, 2025 Vote on shareowner proposal regarding a report on civil liberties in advertising services
Environment or Climate
Shareholder (E&S) Against Split
8 AGAINST, 6 ABSTAIN
AGAINST
8 funds

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How items are matched and positions counted: see the comparison table and the methodology. Built October 25, 2026 from SEC Form N-PX filings.