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

95.6% When both took a single position, they voted the same way on 95.6% of 54,497 items (52,114 the same, 2,383 different). 8,374 items where at least one of them split its funds are listed separately below. Both voted on 62,871 items in all.

Equitable 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 62,87152,1142,383 8,37495.6%90.5%
Board proposals 53,21743,6422,159 7,41695.3%89.9%
E&S shareholder proposals 2651094 15296.5%81.3%
Other items 9,3898,363220 80697.4%94.1%

Where they did not vote alike

Everything Voted differently Split votes

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

220 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 recommendedEquitableLincoln Financial
WORLDLINE SA June 5, 2025 Amend Article 19 of Bylaws Re: Chairman of the Board Age Limit
Corporate Governance
Other For FOR
2 funds
AGAINST
1 fund
X4 PHARMACEUTICALS INC. April 17, 2025 To approve an adjournment of the Special Meeting, if necessary, to permit further solicitation and vote of proxies in the event that there are insufficient votes in favor of Proposal No. 1 (the Reverse Stock Split).
Corporate Governance
Other For FOR
7 funds
AGAINST
1 fund
YANKUANG ENERGY GROUP COMPANY LTD. May 30, 2025 Amend Articles of Association and Relevant Rules of Procedures
Corporate Governance
Other For ABSTAIN
1 fund
AGAINST
1 fund
YANKUANG ENERGY GROUP COMPANY LTD. May 30, 2025 Approve Finance Lease and Factoring Agreement and Transaction Caps for 2025-2027
Corporate Governance
Other For AGAINST
1 fund
FOR
1 fund
YANKUANG ENERGY GROUP COMPANY LTD. May 30, 2025 Approve Shandong Energy Group Financial Services Agreement and Transaction Caps for 2025-2027
Corporate Governance
Other For AGAINST
1 fund
FOR
1 fund
YANKUANG ENERGY GROUP COMPANY LTD. May 30, 2025 Approve Yankuang Energy Financial Services Agreement and Transaction Caps for 2025-2027
Corporate Governance
Other For AGAINST
1 fund
FOR
1 fund
ZHAOJIN MINING INDUSTRY COMPANY LTD. February 26, 2025 Elect Chen Jinrong as Director
Director Elections
Other For FOR
1 fund
AGAINST
1 fund
ZHAOJIN MINING INDUSTRY COMPANY LTD. February 26, 2025 Elect Wang Ligang as Director
Director Elections
Other For FOR
1 fund
AGAINST
1 fund
ZHAOJIN MINING INDUSTRY COMPANY LTD. February 26, 2025 Elect Wei Junhao as Director
Director Elections
Other For FOR
1 fund
AGAINST
1 fund
ZHEJIANG DAHUA TECHNOLOGY CO. LTD. April 21, 2025 Approve Capital Source Used for the Share Repurchase
Capital Structure
Other For FOR
1 fund
AGAINST
1 fund
ZHEJIANG DAHUA TECHNOLOGY CO. LTD. April 21, 2025 Approve Implementation Period
Capital Structure
Other For FOR
1 fund
AGAINST
1 fund
ZHEJIANG DAHUA TECHNOLOGY CO. LTD. April 21, 2025 Approve Manner and Price Range of the Share Repurchase
Capital Structure
Other For FOR
1 fund
AGAINST
1 fund
ZHEJIANG DAHUA TECHNOLOGY CO. LTD. April 21, 2025 Approve Purpose
Capital Structure
Other For FOR
1 fund
AGAINST
1 fund
ZHEJIANG DAHUA TECHNOLOGY CO. LTD. April 21, 2025 Approve Specific Authorization for Handling Matters Related to the Repurchase of the Company's Shares
Capital Structure
Other For FOR
1 fund
AGAINST
1 fund
ZHEJIANG DAHUA TECHNOLOGY CO. LTD. April 21, 2025 Approve Transaction Complies with Relevant Laws and Regulations
Capital Structure
Other For FOR
1 fund
AGAINST
1 fund
ZHEJIANG DAHUA TECHNOLOGY CO. LTD. April 21, 2025 Approve the Type, Purpose, Quantity, Proportion of the Company's Total Share Capital of the Repurchased Shares and the Total Amount of Funds to be Used for Repurchase
Capital Structure
Other For FOR
1 fund
AGAINST
1 fund
ZTE CORP. March 28, 2025 Elect Fang Rong as Director
Director Elections
Other For AGAINST
1 fund
FOR
2 funds
ZTE CORP. March 28, 2025 Elect Li Zixue as Director
Director Elections
Other For AGAINST
1 fund
FOR
2 funds
ZURA BIO LIMITED October 23, 2024 Adjournment of the Annual Meeting: To approve, by ordinary resolution, the adjournment of the Annual Meeting by the chairman thereof to a later date, if necessary, for the purpose of soliciting additional proxies in favor of the foregoing proposals, in the event the Company does not receive the requisite shareholder votes to approve the foregoing proposals.
Corporate Governance
Other For FOR
7 funds
AGAINST
1 fund
ZURA BIO LIMITED May 21, 2025 Adjournment of the Annual General Meeting: To approve, by ordinary resolution, the adjournment of the Annual General Meeting by the chairman thereof to a later date, if necessary, for the purpose of soliciting additional proxies in favor of the foregoing proposals, in the event the Company does not receive the requisite shareholder votes to approve the foregoing proposals.
Corporate Governance
Other For FOR
7 funds
AGAINST
1 fund

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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.