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Charles Schwab vs DWS: how alike they voted, 2025-2026

92.2% When both took a single position, they voted the same way on 92.2% of 14,845 items (13,691 the same, 1,154 different). 0 items where at least one of them split its funds are listed separately below. Both voted on 14,845 items in all.

Charles Schwab 2025-2026 · DWS 2025-2026 · 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 items	Same	Differ	Same position	Fund-level
All ballot items	14,845	13,691	1,154	92.2%	92.2%
Board proposals	13,899	12,976	923	93.4%	93.4%
E&S shareholder proposals	155	108	47	69.7%	69.7%
Other items	791	607	184	76.7%	76.7%

Where they did not vote alike

Everything Voted differently Split votes

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

1,154 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.

Company	Meeting	Proposal	On the ballot from	Board recommended	Charles Schwab	DWS
CVS HEALTH CORPORATION	May 14, 2026	Stockholder Proposal for Reducing the Threshold for Our Stockholder Right to Act By Written Consent. Shareholder Rights and Defenses	Other	Against	AGAINST 14 funds	FOR 9 funds
DANA INCORPORATED	April 22, 2026	Shareholder proposal to require an independent Board Chairman. Corporate Governance	Other	Against	AGAINST 7 funds	FOR 1 fund
DEERE & COMPANY	February 25, 2026	Shareholder proposal on shareholder right to act by written consent Shareholder Rights and Defenses	Other	Against	AGAINST 13 funds	FOR 12 funds
DELTA AIR LINES, INC.	June 18, 2026	A shareholder proposal requesting the ability for shareholders to act by written consent. Shareholder Rights and Defenses	Other	Not determined	AGAINST 13 funds	FOR 11 funds
DINE BRANDS GLOBAL, INC.	May 14, 2026	A stockholder proposal regarding the right of stockholders to call a special meeting of stockholders at a 15% ownership threshold. Shareholder Rights and Defenses	Other	Against	AGAINST 7 funds	FOR 2 funds
DINE BRANDS GLOBAL, INC.	May 14, 2026	Approval, on an advisory basis, to provide stockholders the right to call a special meeting of the stockholders at a 25% ownership threshold. Shareholder Rights and Defenses	Other	For	FOR 7 funds	AGAINST 2 funds
DOLLAR GENERAL CORPORATION	May 28, 2026	To vote on a shareholder proposal asking the Board to amend the director resignation policy to require directors who do not receive a majority vote in uncontested elections to leave the Board within nine months. Corporate Governance	Other	Against	FOR 13 funds	AGAINST 9 funds
DOLLAR GENERAL CORPORATION	May 28, 2026	To vote on a shareholder proposal asking the Board to take the steps necessary to reduce the minimum ownership percentage required to call a special shareholders' meeting from 25% to 10%. Shareholder Rights and Defenses	Other	Against	AGAINST 13 funds	FOR 9 funds
DOMINION ENERGY, INC.	May 5, 2026	Shareholder Proposal Regarding a Policy for an Independent Chair Corporate Governance	Other	Against	AGAINST 12 funds	FOR 8 funds
DOMINO'S PIZZA, INC.	April 21, 2026	Shareholder proposal regarding an independent board chair requirement. Corporate Governance	Other	Against	AGAINST 14 funds	FOR 8 funds
DOMINO'S PIZZA, INC.	April 21, 2026	Shareholder proposal regarding departure of directors who fail to obtain a majority vote. Director Elections	Other	Against	FOR 14 funds	AGAINST 8 funds
DOVER CORPORATION	May 8, 2026	To consider a shareholder proposal requesting an independent board chair. Corporate Governance	Other	Against	AGAINST 13 funds	FOR 15 funds
DROPBOX, INC.	May 21, 2026	To approve an amendment and restatement of our articles of incorporation to waive jury trials for internal actions, together with contextual and other ministerial changes. Corporate Governance	Other	For	AGAINST 12 funds	FOR 4 funds
DT MIDSTREAM, INC.	May 5, 2026	Stockholder Proposal on Shareholder Right to Act by Written Consent. Shareholder Rights and Defenses	Other	Against	AGAINST 12 funds	FOR 4 funds
EASTMAN CHEMICAL COMPANY	May 7, 2026	Advisory Vote on Stockholder Proposal Regarding Lowering the Threshold for Calling Special Shareholder Meetings to 10% Shareholder Rights and Defenses	Other	Against	AGAINST 12 funds	FOR 1 fund
EBAY INC.	June 17, 2026	Special stockholder meeting threshold, if properly presented. Shareholder Rights and Defenses	Other	Against	AGAINST 13 funds	FOR 12 funds
EDISON INTERNATIONAL	April 23, 2026	Shareholder Proposal Regarding Retention of Equity Compensation	Other	Against	AGAINST 13 funds	FOR 13 funds
ELI LILLY AND COMPANY	May 4, 2026	Shareholder proposal to adopt a policy and amend the bylaws to require an independent board chair. Corporate Governance	Other	Against	AGAINST 15 funds	FOR 18 funds
ENTEGRIS, INC.	May 6, 2026	Stockholder Proposal: Providing stockholders the right to call special meetings of stockholders. Shareholder Rights and Defenses	Other	Against	AGAINST 13 funds	FOR 5 funds
ENTEGRIS, INC.	May 6, 2026	To approve, on an advisory basis, providing stockholders the right to call special meetings of stockholders. Shareholder Rights and Defenses	Other	For	FOR 13 funds	AGAINST 5 funds
ENVELA CORPORATION	June 24, 2026	To approve the adjournment of the annual meeting, if necessary, to solicit additional proxies in favor of proposals 1 through 2. Corporate Governance	Other	For	FOR 2 funds	AGAINST 1 fund
EPAM SYSTEMS, INC.	May 21, 2026	To hold an advisory vote on a stockholder proposal, entitled "Give Shareholders an Ability to Call for a Special Shareholder Meeting." Corporate Governance	Other	Against	AGAINST 14 funds	FOR 5 funds
EQUIFAX INC.	May 7, 2026	Shareholder proposal to lower the ownership threshold to call a special meeting of shareholders to 10%. Shareholder Rights and Defenses	Other	Against	AGAINST 14 funds	FOR 7 funds
EQUINIX, LLC	May 13, 2026	Consideration and vote upon a stockholder proposal, if properly presented at the Annual Meeting, related to lowering the stock ownership threshold required to call a special meeting Shareholder Rights and Defenses	Other	Against	AGAINST 15 funds	FOR 14 funds
Epsilon Energy Ltd.	November 12, 2025	To adjourn the Special Meeting to a later date or dates, if necessary, to permit further solicitation and vote of proxies in the event that there are insufficient votes for the approval of the Share Issuance Proposal (the "Adjournment Proposal"). Corporate Governance	Other	For	FOR 2 funds	AGAINST 1 fund
FARADAY FUTURE INTELLIGENT ELECTRIC INC.	September 19, 2025	To approve one or more adjournments of the Special Meeting by the Company from time to time to permit further solicitation of proxies, if necessary or appropriate, if sufficient votes are not represented at the Special Meeting to approve one or more Proposals at the time of such adjournment or if otherwise determined by the chairperson of the Special Meeting to be necessary or appropriate (the ''Adjournment Proposal''). Corporate Governance	Other	For	AGAINST 2 funds	FOR 1 fund
FARADAY FUTURE INTELLIGENT ELECTRIC INC.	February 13, 2026	To approve one or more adjournments of the Special Meeting by the Company from time to time to permit further solicitation of proxies, if necessary or appropriate, if sufficient votes are not represented at the Special Meeting to approve one or more Proposals at the time of such adjournment or if otherwise determined by the chairperson of the Special Meeting to be necessary or appropriate. Corporate Governance	Other	For	AGAINST 1 fund	FOR 1 fund
FEDEX CORPORATION	September 29, 2025	Stockholder proposal regarding independent board chairman. Corporate Governance	Other	Against	AGAINST 12 funds	FOR 9 funds
FIRST SOLAR, INC.	May 13, 2026	Stockholder proposal to improve shareholder ability to call for a special shareholder meeting Shareholder Rights and Defenses	Other	Against	AGAINST 13 funds	FOR 9 funds
FIRSTENERGY CORP.	May 20, 2026	Independent Board Chairman Corporate Governance	Other	Against	AGAINST 13 funds	FOR 9 funds
GENCO SHIPPING & TRADING LIMITED	June 18, 2026	Ratification of Genco's Shareholder Rights Agreement and approval of extension of expiration date. Shareholder Rights and Defenses	Other	Contested	FOR 7 funds	AGAINST 1 fund
GENERAL MILLS, INC.	September 30, 2025	Shareholder Proposal - Adopt Policy to Separate the Board Chair and CEO Roles. Corporate Governance	Other	Against	AGAINST 14 funds	FOR 12 funds
GLOBAL PAYMENTS INC.	April 30, 2026	Shareholder proposal regarding shareholder right to act by written consent. Shareholder Rights and Defenses	Other	Against	AGAINST 13 funds	FOR 11 funds
GRAPHIC PACKAGING HOLDING COMPANY	June 11, 2026	Stockholder Proposal - Give Shareholders the Ability to call for a Special Shareholder Meeting. Shareholder Rights and Defenses	Other	Against	AGAINST 11 funds	FOR 2 funds
GROUP 1 AUTOMOTIVE, INC.	May 12, 2026	Shareholder Proposal: Give Shareholders an Ability to Call for a Special Shareholder Meeting. Shareholder Rights and Defenses	Other	Against	AGAINST 10 funds	FOR 3 funds
HONEYWELL INTERNATIONAL INC.	May 22, 2026	Shareowner Proposal - Shareholder Right to Act by Written Consent. Shareholder Rights and Defenses	Other	Against	AGAINST 12 funds	FOR 8 funds
HUBSPOT, INC.	June 15, 2026	A stockholder proposal to change the Company's Sixth Amended and Restated Bylaws to allow 10% holders of the Company's stock the ability to call a special meeting; and Shareholder Rights and Defenses	Other	Against	AGAINST 11 funds	FOR 5 funds
HUMANA INC.	April 16, 2026	The stockholder proposal requesting shareholder approval requirement for excessive golden parachutes, if properly presented at the meeting. Compensation	Other	Against	AGAINST 13 funds	FOR 11 funds
ICU MEDICAL, INC.	May 13, 2026	To approve, on an advisory basis, a stockholder proposal to establish a 10% stockholder special meeting right. Shareholder Rights and Defenses	Other	Against	AGAINST 7 funds	FOR 1 fund
IDEXX LABORATORIES, INC.	May 12, 2026	Shareholder Proposal to Give Shareholders the Ability to Call for a Special Shareholder Meeting (Proposal Six). Shareholder Rights and Defenses	Other	Against	AGAINST 14 funds	FOR 12 funds
ILLINOIS TOOL WORKS INC.	May 8, 2026	A non-binding stockholder proposal, if properly presented at the meeting, for Directors who fail to obtain a majority vote. Corporate Governance	Other	Against	FOR 14 funds	AGAINST 11 funds
INTERNATIONAL BUSINESS MACHINES CORP.	April 28, 2026	Stockholder Proposal Requesting a Right to Act by Written Consent Shareholder Rights and Defenses	Other	Against	AGAINST 14 funds	FOR 13 funds
JABIL INC.	January 22, 2026	Vote on a stockholder proposal requesting stockholder right to act by written consent. Shareholder Rights and Defenses	Other	Against	AGAINST 14 funds	FOR 8 funds
JADE BIOSCIENCES, INC.	June 9, 2026	To approve an amendment to our Articles of Incorporation to waive jury trials in certain circumstances; Corporate Governance	Other	For	AGAINST 2 funds	FOR 1 fund
JPMORGAN CHASE & CO.	May 19, 2026	Independent board chairman Corporate Governance	Other	Against	AGAINST 14 funds	FOR 13 funds
KEYSIGHT TECHNOLOGIES, INC.	March 19, 2026	Consider, on a non-binding advisory basis, a Stockholder Proposal: Shareholder Ability to Call for a Special Shareholder Meeting Shareholder Rights and Defenses	Other	Against	AGAINST 14 funds	FOR 12 funds
KIMBERLY-CLARK CORPORATION	May 14, 2026	Stockholder Proposal to Require Independent Board Chair Corporate Governance	Other	Against	AGAINST 14 funds	FOR 12 funds
KKR & CO. INC.	May 21, 2026	An amendment to the Existing Charter to grant the Board the sole authority to fill board vacancies and newly created directorships. Corporate Governance	Other	For	FOR 14 funds	AGAINST 10 funds
KKR & CO. INC.	May 21, 2026	Other amendments to the Existing Charter to modernize and streamline the Existing Charter. Corporate Governance	Other	For	FOR 14 funds	AGAINST 10 funds
KKR & CO. INC.	May 21, 2026	The adjournment of the Special Meeting, from time to time, if necessary or appropriate, to solicit additional proxies if there are not sufficient votes in favor of any of the amendments to the Existing Charter. Corporate Governance	Other	For	FOR 14 funds	AGAINST 10 funds
L3HARRIS TECHNOLOGIES, INC.	May 11, 2026	Shareholder Proposal titled "Improve Shareholder Ability to Call for a Special Shareholder Meeting". Corporate Governance	Other	Against	AGAINST 13 funds	FOR 7 funds
LAM RESEARCH CORPORATION	November 4, 2025	Stockholder proposal titled "Realistic Shareholder Ability to Call for a Special Shareholder Meeting," if properly presented. Corporate Governance	Other	Against	AGAINST 13 funds	FOR 21 funds
LANZATECH GLOBAL, INC.	July 28, 2025	To approve an amendment to the Certificate of Incorporation to permit stockholders to act by written consent (the ''Action by Written Consent Proposal''). Shareholder Rights and Defenses	Other	For	FOR 2 funds	AGAINST 1 fund
LANZATECH GLOBAL, INC.	July 28, 2025	To approve one or more adjournments of the Annual Meeting to a later date or dates, if deemed by the Chairperson of the meeting to be necessary or appropriate, including to solicit additional proxies if there are insufficient votes to approve the preceding proposals at the time of the Annual Meeting or any adjournment or postponement thereof, or in the absence of a quorum (the ''Adjournment Proposal''). Corporate Governance	Other	For	FOR 2 funds	AGAINST 1 fund
LIFEMD, INC.	June 12, 2026	To authorize the Chairman of the Board to adjourn the Annual Meeting to a later date, if necessary or appropriate, including for purposes of soliciting additional votes in favor of any or all of the proposals or for purposes of establishing a quorum. (Proposal 4). Corporate Governance	Other	For	FOR 2 funds	AGAINST 1 fund
LINCOLN NATIONAL CORPORATION	May 28, 2026	Shareholder proposal to amend our governing documents to provide for an independent chairman of the board. Corporate Governance	Other	Against	AGAINST 11 funds	FOR 1 fund
LINDE PLC	July 29, 2025	A shareholder proposal requesting an annual report regarding the alignment of the Company's direct and indirect lobbying activities with the Company's 2050 climate neutrality ambition. Environment or Climate	Other	Against	AGAINST 13 funds	FOR 13 funds
LITHIA MOTORS, INC.	April 30, 2026	Vote on a shareholder proposal requesting a change to our board leadership structure, if properly presented. Corporate Governance	Other	Against	AGAINST 13 funds	FOR 2 funds
LOCKHEED MARTIN CORPORATION	May 12, 2026	Stockholder Proposal Requiring Independent Board Chairman Corporate Governance	Other	Against	AGAINST 15 funds	FOR 14 funds
MARKEL GROUP INC.	May 20, 2026	Shareholder proposal for a report on the Company's strategies and action plans to mitigate material environmental risks. Environment or Climate	Other	Against	AGAINST 12 funds	FOR 4 funds
MARKEL GROUP INC.	May 20, 2026	Shareholder proposal to give shareholders an ability to call for a special shareholder meeting. Shareholder Rights and Defenses	Other	Against	AGAINST 12 funds	FOR 4 funds
MARKETAXESS HOLDINGS INC.	June 10, 2026	If properly presented, a stockholder proposal regarding changes to existing stockholder special meeting right. Shareholder Rights and Defenses	Other	Against	AGAINST 12 funds	FOR 2 funds
MARVELL TECHNOLOGY, INC.	June 25, 2026	To consider and act on one stockholder proposal, entitled "Independent Board Chairman", if properly presented at the Annual Meeting. Corporate Governance	Other	Against	AGAINST 11 funds	FOR 8 funds
MASCO CORPORATION	May 8, 2026	Consideration of stockholder proposal on shareholder right to call a special meeting. Shareholder Rights and Defenses	Other	Against	AGAINST 15 funds	FOR 9 funds
MASTERCARD INCORPORATED	June 16, 2026	Consideration of a stockholder proposal regarding shareholder right to act by written consent Shareholder Rights and Defenses	Other	Against	AGAINST 13 funds	FOR 19 funds
MEDPACE HOLDINGS, INC.	May 15, 2026	Stockholder proposal regarding giving shareholders an ability to call for a special shareholder meeting, if properly presented at the meeting. Shareholder Rights and Defenses	Other	Against	AGAINST 13 funds	FOR 2 funds
MERITAGE HOMES CORPORATION	May 21, 2026	Shareholder proposal to improve shareholder ability to call for a special shareholder meeting. Corporate Governance	Other	Against	AGAINST 10 funds	FOR 4 funds
MICRON TECHNOLOGY, INC.	January 15, 2026	SHAREHOLDER PROPOSAL REQUESTING AMENDMENT TO SHAREHOLDER SPECIAL MEETING RIGHT. Shareholder Rights and Defenses	Other	Against	AGAINST 12 funds	FOR 15 funds
MKS INC.	May 11, 2026	A shareholder proposal to reduce the threshold percentage of shareholders required to call a special meeting of shareholders from 40% to 10%, if properly presented at the meeting. Corporate Governance	Other	Against	AGAINST 11 funds	FOR 5 funds
MKS INC.	May 11, 2026	The approval, on an advisory basis, of a Company proposal to reduce the threshold percentage of shareholders required to call a special meeting of shareholders from 40% to 25%. Corporate Governance	Other	For	ABSTAIN 11 funds	FOR 5 funds
MORGAN STANLEY	May 14, 2026	Shareholder proposal requesting an independent Board Chairman Corporate Governance	Other	Against	AGAINST 14 funds	FOR 12 funds
MURPHY USA INC.	May 7, 2026	Stockholder Proposal - Give Shareholders the Ability to Call for a Special Shareholder Meeting. Shareholder Rights and Defenses	Other	Against	AGAINST 12 funds	FOR 1 fund
MYOMO, INC.	June 25, 2026	To approve any adjournments and postponements of the Annual Meeting to a later date or dates, if necessary or appropriate, to solicit additional proxies if there are insufficient votes at the Annual Meeting to approve Proposals 1-6; Corporate Governance	Other	For	FOR 1 fund	AGAINST 1 fund
NETFLIX, INC.	June 4, 2026	Stockholder proposal entitled, "Proposal 4 - Shareholder Right to Act by Written Consent," if properly presented at the meeting. Shareholder Rights and Defenses	Other	Against	AGAINST 13 funds	FOR 14 funds
NEW FORTRESS ENERGY INC.	June 17, 2026	Conditioned upon the receipt of the requisite vote on Proposals 3a through 3g, to approve the proposed amended certificate of incorporation, in the form attached to this Proxy Statement as Annex A (the "Amended Certificate of Incorporation"), which includes the approval of all other changes in the Amended Certificate of Incorporation in connection with replacing the Certificate of Incorporation with the proposed Amended Certificate of Incorporation. Corporate Governance	Other	For	FOR 5 funds	AGAINST 2 funds
NEW FORTRESS ENERGY INC.	June 17, 2026	To adjourn the Annual Meeting to a later date or dates, if necessary or appropriate, to permit further solicitation and vote of proxies if there are insufficient votes to approve any of Proposals 1, 2, 3a through 3h, 4 and 5 at the time of the Annual Meeting. Corporate Governance	Other	For	FOR 5 funds	AGAINST 2 funds
NEW FORTRESS ENERGY INC.	June 17, 2026	To amend the Certificate of Incorporation to provide for exculpation of certain of the Company's officers from liability to the extent permitted by Delaware law, substantially aligning the protections for the Company's officers with those currently afforded to the Company's directors. Director Elections	Other	For	FOR 5 funds	AGAINST 2 funds
NIOCORP DEVELOPMENTS LTD.	April 6, 2026	Approve Amendment and Extension of Company's Shareholder Rights Plan BE IT RESOLVED AS AN ORDINARY RESOLUTION THAT: 1. The Amended and Restated Shareholder Rights Plan Agreement to be dated April 6, 2026 between the Company and Computershare Investor Services Inc., as rights agent (the "Amended Rights Plan Agreement"), in the form attached as Schedule C to the Company's Management Information and Proxy Circular in respect of the annual general meeting of shareholders of the Company held on April 6, 2026, be and is hereby authorized and approved, such that the amendments to the original shareholder rights plan agreement dated November 21, 2025, including the extension of the expiration time of the Rights Plan to 5:00 p.m. (Toronto time) on the date of the Company's annual general meeting of shareholders held in 2027, or earlier upon the redemption of the rights, or provided that a Flip-In Event (as defined in the Amended Rights Plan Agreement) has not occurred, at such date or time as the Company's Board of Directors may determine in its sole discretion, is hereby authorized, approved and confirmed; and 2. Any one director or officer of the Company, be, and each of them is hereby, authorized and directed for and on behalf, and in the name, of the Company, to execute or cause to be executed and to deliver or cause to be delivered all such documents, and to do or cause to be done all such acts and things, as in the opinion of such director or officer may be necessary or desirable in order to give effect to this resolution. Shareholder Rights and Defenses	Other	For	AGAINST 1 fund	FOR 1 fund
NRG ENERGY, INC.	April 30, 2026	To vote on a stockholder proposal to give shareholders the ability to call for a special shareholder meeting, if properly presented at the meeting. Shareholder Rights and Defenses	Other	Against	AGAINST 13 funds	FOR 10 funds
NVR, INC.	May 7, 2026	Shareholder proposal to reduce the ownership threshold required to call a special meeting. Shareholder Rights and Defenses	Other	Against	AGAINST 13 funds	FOR 8 funds
OSHKOSH CORPORATION	May 5, 2026	To vote on a shareholder proposal on the subject of directors who fail to obtain a majority vote. Corporate Governance	Other	Against	FOR 11 funds	AGAINST 2 funds
OTTER TAIL CORPORATION	April 13, 2026	To amend and restate Otter Tail Corporation's Bylaws to include an exclusive forum provision. Shareholder Rights and Defenses	Other	For	AGAINST 7 funds	FOR 2 funds
PAPA JOHN'S INTERNATIONAL, INC.	April 30, 2026	Stockholder proposal regarding special meeting ownership threshold, if properly presented at the meeting. Shareholder Rights and Defenses	Other	Against	AGAINST 7 funds	FOR 1 fund
PAYPAL HOLDINGS, INC.	May 19, 2026	Stockholder Proposal - Reduce Threshold to Call Special Meetings of Stockholders. Shareholder Rights and Defenses	Other	Against	AGAINST 13 funds	FOR 15 funds
PPG INDUSTRIES, INC.	April 16, 2026	Shareholder proposal to adopt a policy requiring an independent board chair, if properly presented Corporate Governance	Other	Against	AGAINST 14 funds	FOR 12 funds
PRUDENTIAL FINANCIAL, INC.	May 12, 2026	Shareholder proposal regarding an Independent Board Chairman. Corporate Governance	Other	Against	AGAINST 13 funds	FOR 9 funds
QORVO, INC.	August 13, 2025	To consider a stockholder proposal relating to special meetings of Qorvo, Inc.'s stockholders, if properly presented. Shareholder Rights and Defenses	Other	Against	AGAINST 12 funds	FOR 2 funds
QUALCOMM INCORPORATED	March 17, 2026	Stockholder proposal entitled "Shareholder Ability to Call for a Special Meeting." Shareholder Rights and Defenses	Other	Against	AGAINST 13 funds	FOR 18 funds
RB GLOBAL INC	April 30, 2026	Approval of a special resolution, requiring the Company to adopt a policy and amend its governing documents accordingly that all shareholder meetings will be held in a hybrid format with both in-person and virtual access as described in the accompanying proxy statement. Corporate Governance	Other	Against	AGAINST 13 funds	FOR 5 funds
REGIONS FINANCIAL CORPORATION	May 6, 2026	Shareholder Proposal Relating to Special Shareholder Meeting. Shareholder Rights and Defenses	Other	Against	AGAINST 14 funds	FOR 12 funds
REGIONS FINANCIAL CORPORATION	May 6, 2026	Vote on amendment to Certificate of Incorporation to limit certain liability of officers as permitted by Delaware Law. Director Elections	Other	For	AGAINST 14 funds	FOR 12 funds
RELIANCE, INC.	May 20, 2026	To consider a stockholder proposal requiring any director who fails to receive a majority vote to leave the board of directors within nine months. Corporate Governance	Other	Against	FOR 12 funds	AGAINST 5 funds
RESIDEO TECHNOLOGIES, INC.	June 3, 2026	Shareholder Proposal Regarding Shareholder Right to Act by Written Consent. Shareholder Rights and Defenses	Other	Against	AGAINST 11 funds	FOR 2 funds
REVVITY, INC.	April 28, 2026	To approve the shareholder proposal regarding Executives to Retain Significant Stock. Compensation	Other	Against	AGAINST 14 funds	FOR 5 funds
ROOT, INC.	June 3, 2026	To approve an amendment to the Company's Amended and Restated Certificate of Incorporation, as amended, to allow for exculpation of certain officers. Director Elections	Other	For	FOR 4 funds	AGAINST 1 fund
S&P GLOBAL INC.	May 20, 2026	Vote on a shareholder proposal to reduce the stock ownership threshold for calling a special shareholder meeting; Shareholder Rights and Defenses	Other	Against	AGAINST 12 funds	FOR 15 funds
SELECT MEDICAL HOLDINGS CORPORATION	April 23, 2026	Non-Binding Advisory Vote on a Company Proposal to provide stockholders the right to call a special meeting of stockholders at a 25% ownership threshold. Shareholder Rights and Defenses	Other	For	FOR 7 funds	AGAINST 1 fund
SELECT MEDICAL HOLDINGS CORPORATION	April 23, 2026	Non-Binding Advisory Vote on a Stockholder Proposal to provide stockholders the right to call a special meeting of stockholders at a 10% ownership threshold, if properly presented at the meeting. Shareholder Rights and Defenses	Other	Against	AGAINST 7 funds	FOR 1 fund
SELLAS LIFE SCIENCES GROUP, INC.	June 16, 2026	The approval of any postponement or adjournment of the 2026 Annual Meeting, from time to time, if necessary, to solicit additional proxies if there are not sufficient votes at the time of the 2026 Annual Meeting to adopt the proposals set forth above or to establish a quorum. Corporate Governance	Other	For	FOR 2 funds	AGAINST 1 fund
SERVICE CORPORATION INTERNATIONAL	May 6, 2026	To approve an amendment to the Articles of Incorporation to limit the liability of officers as permitted by law. Director Elections	Other	For	FOR 12 funds	AGAINST 2 funds

← All 20 managers, 2025-2026

How items are matched and positions counted: see the comparison table and the methodology. Built October 13, 2026 from SEC Form N-PX filings.