Home › Asset managers › Compare 2025-2026 › Charles Schwab vs Equitable
Charles Schwab 2025-2026 · Equitable 2025-2026 · Download the item list (CSV)
| Common items | Same | Differ | Split (not in %) | Same position | Fund-level | |
|---|---|---|---|---|---|---|
| All ballot items | 18,001 | 14,939 | 527 | 2,535 | 96.6% | 92.9% |
| Board proposals | 16,525 | 13,903 | 466 | 2,156 | 96.8% | 93.4% |
| E&S shareholder proposals | 173 | 86 | 4 | 83 | 95.6% | 85.5% |
| Other items | 1,303 | 950 | 57 | 296 | 94.3% | 87.8% |
Everything Voted differently Split votes
All ballot items Board proposals E&S shareholder proposals Other items
353 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 | Equitable |
|---|---|---|---|---|---|---|
| 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 |
Split 11 FOR, 6 AGAINST |
| KIMBERLY-CLARK CORPORATION | May 14, 2026 | Stockholder Proposal to Require Independent Board Chair Corporate Governance |
Other | Against | AGAINST 14 funds |
Split 2 FOR, 20 AGAINST |
| KKR & CO. INC. | May 21, 2026 | An amendment to the Existing Charter to establish stockholders' meetings as the sole mechanism for approval of matters on which holders of common stock are required or permitted to vote. Shareholder Rights and Defenses |
Other | For | AGAINST 14 funds |
Split 8 FOR, 10 AGAINST |
| 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 |
Split 10 FOR, 8 AGAINST |
| 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 |
Split 9 FOR, 9 AGAINST |
| 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 |
Split 7 FOR, 10 AGAINST |
| KRATOS DEFENSE & SEC SOLUTIONS, INC. | May 12, 2026 | To approve an amendment to the Company's Certificate of Incorporation to provide for officer exculpation. Director Elections |
Other | For | FOR 11 funds |
Split 11 FOR, 1 AGAINST |
| 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 |
Split 10 FOR, 8 AGAINST |
| LAM RESEARCH CORPORATION | November 4, 2025 | Approval of an amendment to the Company's Restated Certificate of Incorporation to limit the liability of certain officers as permitted by Delaware law. Director Elections |
Other | For | FOR 13 funds |
Split 22 FOR, 1 AGAINST |
| 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 |
Split 10 FOR, 11 AGAINST |
| LENNAR CORPORATION | April 8, 2026 | Vote on a stockholder proposal on Equal Voting Rights for Each Share. Shareholder Rights and Defenses |
Other | Against | FOR 13 funds |
Split 16 FOR, 3 AGAINST |
| 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 |
Split 6 FOR, 1 AGAINST |
| LIFEWAY FOODS, INC. | December 29, 2025 | TO CONSIDER A NON-BINDING SHAREHOLDER PROPOSAL REGARDING FORMATION OF A COMMITTEE OF THE BOARD TO CONDUCT REVIEWS OF THE COMPANY'S MANAGEMENT, THE COMPANY'S STRATEGIC PLAN AND THE COMPANY'S STRATEGIC ALTERNATIVES. Corporate Governance |
Other | Contested | AGAINST 2 funds |
Split 6 AGAINST, 1 ABSTAIN |
| LIFEWAY FOODS, INC. | December 29, 2025 | To approve and adopt amendments to the Articles of Incorporation to provide for: The amendment and restatement of the Articles to effectuate ministerial changes and provide for director exculpation. Director Elections |
Other | Contested | FOR 2 funds |
Split 6 FOR, 1 ABSTAIN |
| 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 |
Split 3 FOR, 2 AGAINST |
| 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 |
Split 5 FOR, 4 AGAINST |
| LOWE'S COMPANIES, INC. | May 29, 2026 | Shareholder Proposal requesting an independent board chairman. Corporate Governance |
Other | Against | AGAINST 12 funds |
Split 1 FOR, 20 AGAINST |
| LPL FINANCIAL HOLDINGS INC. | May 14, 2026 | Adopt amendments to the Charter to provide for officer exculpation. Director Elections |
Other | For | FOR 11 funds |
Split 7 FOR, 2 AGAINST |
| LUMEN TECHNOLOGIES, INC. | May 20, 2026 | Approval of a shareholder proposal regarding a shareholder right to vote for or against a poison pill. Shareholder Rights and Defenses |
Other | Against | FOR 8 funds |
Split 3 FOR, 5 AGAINST |
| MARINE PRODUCTS CORPORATION | May 12, 2026 | To adjourn the Marine Products Special Meeting from time to time, if deemed by the chair of the Marine Products Special Meeting to be necessary or appropriate, including to solicit additional proxies in the event there are not sufficient votes at the time of the Marine Products Special Meeting to approve the merger agreement proposal. Corporate Governance |
Other | For | FOR 2 funds |
Split 6 FOR, 1 ABSTAIN |
| 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 |
Split 5 FOR, 2 AGAINST |
| 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 |
Split 3 FOR, 3 AGAINST |
| 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 |
Split 7 FOR, 10 AGAINST |
| 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 |
Split 3 FOR, 20 AGAINST |
| MASTERCRAFT BOAT HOLDINGS INC | May 12, 2026 | To adjourn the MasterCraft special meeting from time to time, if deemed by the chairperson of the Special Meeting to be necessary or appropriate, including to solicit additional proxies in the event there are not sufficient votes at the time of the MasterCraft special meeting to approve the share issuance proposal Corporate Governance |
Other | For | FOR 5 funds |
Split 4 FOR, 1 ABSTAIN |
| MCDONALD'S CORPORATION | May 20, 2026 | Advisory Vote to Adopt Policy for an Independent Chair. Corporate Governance |
Other | Against | AGAINST 14 funds |
Split 2 FOR, 21 AGAINST |
| 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 |
Split 4 FOR, 2 AGAINST |
| MERIDIANLINK, INC. | October 21, 2025 | Approval of the adjournment of the Special Meeting of the stockholders of MeridianLink (the "Special Meeting") to a later date or dates, if necessary or appropriate, to solicit additional proxies if there are insufficient votes for, or otherwise in connection with, the approval of the proposal to adopt the Merger Agreement at the time of the Special Meeting. Corporate Governance |
Other | For | FOR 4 funds |
Split 4 FOR, 2 ABSTAIN |
| 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 |
Split 2 FOR, 3 AGAINST |
| META PLATFORMS, INC. | May 27, 2026 | A shareholder proposal regarding annual vote regarding executive pay. Compensation |
Other | Against | FOR 15 funds |
Split 26 FOR, 4 AGAINST |
| META PLATFORMS, INC. | May 27, 2026 | A shareholder proposal regarding disclosure of voting results by share class. Shareholder Rights and Defenses |
Other | Against | FOR 15 funds |
Split 16 FOR, 11 AGAINST |
| META PLATFORMS, INC. | May 27, 2026 | A shareholder proposal regarding dual class capital structure. Shareholder Rights and Defenses |
Other | Against | FOR 15 funds |
Split 26 FOR, 4 AGAINST |
| METSERA, INC. | November 13, 2025 | To adjourn the Special Meeting, if necessary or appropriate, to solicit additional proxies if there are insufficient votes to adopt the Merger Agreement at the time of the Special Meeting. Corporate Governance |
Other | For | FOR 4 funds |
Split 5 FOR, 2 ABSTAIN |
| MICRON TECHNOLOGY, INC. | January 15, 2026 | SHAREHOLDER PROPOSAL REQUESTING AMENDMENT TO SHAREHOLDER SPECIAL MEETING RIGHT. Shareholder Rights and Defenses |
Other | Against | AGAINST 12 funds |
Split 9 FOR, 7 AGAINST |
| 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 |
Split 9 FOR, 1 AGAINST |
| 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 |
Split 10 FOR, 1 ABSTAIN |
| MONDELEZ INTERNATIONAL, INC. | May 20, 2026 | Shareholder proposal requesting adoption of an independent board chairman policy Corporate Governance |
Other | Against | AGAINST 12 funds |
Split 2 FOR, 18 AGAINST |
| MORGAN STANLEY | May 14, 2026 | Shareholder proposal requesting an independent Board Chairman Corporate Governance |
Other | Against | AGAINST 14 funds |
Split 2 FOR, 16 AGAINST |
| 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 |
Split 5 FOR, 2 AGAINST |
| 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 |
Split 1 FOR, 5 AGAINST |
| 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 |
Split 11 FOR, 9 AGAINST |
| NORTHFIELD BANCORP, INC. | June 25, 2026 | The approval of the adjournment of the special meeting, if necessary, to solicit additional proxies if there are not sufficient votes at the time of the special meeting to approve the Northfield Merger Proposal (the "Northfield Adjournment Proposal"). Corporate Governance |
Other | For | FOR 4 funds |
Split 5 FOR, 1 ABSTAIN |
| NRC HEALTH | June 23, 2026 | APPROVAL OF AN AMENDMENT TO OUR CERTIFICATE OF INCORPORATION TO CHANGE THE VOTING REQUIREMENT FOR STOCKHOLDER ACTION BY WRITTEN CONSENT IN LIEU OF A MEETING FROM UNANIMOUS TO THE VOTING POWER THAT WOULD BE REQUIRED TO GIVE EFFECT TO THE ACTION IF IT WERE APPROVED AT A MEETING, ALONG WITH CERTAIN CLARIFYING, CONFORMING, AND MINISTERIAL CHANGES. Corporate Governance |
Other | For | FOR 4 funds |
Split 2 FOR, 4 AGAINST |
| NRC HEALTH | June 23, 2026 | APPROVAL OF AN AMENDMENT TO OUR CERTIFICATE OF INCORPORATION TO REMOVE CERTAIN SUPERMAJORITY VOTING REQUIREMENTS IN ARTICLE 6 OF OUR CERTIFICATE OF INCORPORATION ALONG WITH CERTAIN CLARIFYING, CONFORMING, AND MINISTERIAL CHANGES. Shareholder Rights and Defenses |
Other | For | FOR 4 funds |
Split 2 FOR, 4 AGAINST |
| 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 |
Split 12 FOR, 5 AGAINST |
| NV5 GLOBAL, INC. | July 31, 2025 | To approve the adjournment of the NV5 special meeting, if necessary or appropriate, (i) to solicit additional proxies if there are insufficient shares of NV5's common stock represented (either in person or by proxy) and voting to obtain the affirmative vote of the holders of a majority of the shares of NV5 common stock outstanding on the record date for the NV5 special meeting or to constitute a quorum necessary to conduct the business of the NV5 special meeting, (ii) to ensure that any supplement or amendment to the joint proxy statement/ prospectus is timely provided to NV5 stockholders or (iii) to comply with applicable law. Corporate Governance |
Other | For | FOR 7 funds |
Split 3 FOR, 1 ABSTAIN |
| 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 |
Split 9 FOR, 7 AGAINST |
| ON24, INC. | March 26, 2026 | To consider and vote on a proposal to adjourn the Special Meeting to a later date or dates, if necessary or appropriate, to solicit additional proxies if there are insufficient votes to adopt the Merger Agreement at the time of the Special Meeting. Corporate Governance |
Other | For | FOR 4 funds |
Split 4 FOR, 1 ABSTAIN |
| 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 |
Split 1 FOR, 10 AGAINST |
| PALVELLA THERAPEUTICS, INC | June 10, 2026 | Approval of an adjournment of the Annual Meeting to the extent there are insufficient votes at the Annual Meeting to approve Proposal 5. Corporate Governance |
Other | For | AGAINST 2 funds |
Split 8 FOR, 1 AGAINST |
| 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 |
Split 9 FOR, 8 AGAINST |
| PEAKSTONE REALTY TRUST | April 29, 2026 | To approve any adjournments of the special meeting of the shareholders of the Company (the "Special Meeting") for the purpose of soliciting additional proxies if there are not sufficient votes at the Special Meeting to approve the Merger Proposal. Other |
Other | For | FOR 8 funds |
Split 5 FOR, 1 ABSTAIN |
| PEPSICO, INC. | May 6, 2026 | Shareholder Proposal - Independent Board Chair. Corporate Governance |
Other | Against | AGAINST 14 funds |
Split 2 FOR, 20 AGAINST |
| PIEDMONT LITHIUM INC. | August 22, 2025 | To postpone or adjourn the Special Meeting, from time to time, to a later date or dates, if necessary or appropriate, including to solicit additional proxies if there are insufficient votes to adopt the merger agreement at the time of the Special Meeting. Corporate Governance |
Other | For | FOR 4 funds |
Split 6 FOR, 1 ABSTAIN |
| POTLATCHDELTIC CORPORATION | January 27, 2026 | The PotlatchDeltic adjournment proposal: A proposal to adjourn the special meeting from time to time, if necessary or appropriate, to solicit additional proxies in the event there are not sufficient votes at the time of the special meeting to approve the PotlatchDeltic merger agreement proposal. Corporate Governance |
Other | For | FOR 8 funds |
Split 6 FOR, 3 ABSTAIN |
| PRUDENTIAL FINANCIAL, INC. | May 12, 2026 | Shareholder proposal regarding an Independent Board Chairman. Corporate Governance |
Other | Against | AGAINST 13 funds |
Split 7 FOR, 9 AGAINST |
| 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 |
Split 1 FOR, 4 AGAINST |
| 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 |
Split 10 FOR, 12 AGAINST |
| 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 |
Split 1 FOR, 14 AGAINST |
| REGIONS FINANCIAL CORPORATION | May 6, 2026 | Shareholder Proposal Relating to Special Shareholder Meeting. Shareholder Rights and Defenses |
Other | Against | AGAINST 14 funds |
Split 7 FOR, 9 AGAINST |
| 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 |
Split 1 FOR, 2 AGAINST |
| REVVITY, INC. | April 28, 2026 | To approve the shareholder proposal regarding Executives to Retain Significant Stock. Compensation |
Other | Against | AGAINST 14 funds |
Split 7 FOR, 12 AGAINST |
| RUSH STREET INTERACTIVE, INC. | June 3, 2026 | Approval of amendments to the Charter to (a) provide for officer exculpation as permitted by Delaware law, and (b) make certain clarifying changes to the director removal process. Corporate Governance |
Other | For | AGAINST 5 funds |
Split 4 FOR, 1 AGAINST |
| RYERSON HOLDING CORPORATION | April 30, 2026 | An amendment to our restated certificate of incorporation to provide for officer exculpation as permitted by Delaware Law. Director Elections |
Other | For | FOR 7 funds |
Split 4 FOR, 1 AGAINST |
| 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 |
Split 12 FOR, 6 AGAINST |
| SEALED AIR CORPORATION | February 25, 2026 | To approve the adjournment of the special meeting (such meeting, including any adjournments or postponements thereof, the "Special Meeting") to a later date or dates, if necessary or appropriate, to solicit additional proxies if there are insufficient votes to adopt the Merger Agreement at the time of the Special Meeting. Corporate Governance |
Other | For | FOR 9 funds |
Split 3 FOR, 3 ABSTAIN |
| 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 |
Split 4 FOR, 2 AGAINST |
| 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 |
Split 2 FOR, 4 AGAINST |
| SELECT MEDICAL HOLDINGS CORPORATION | June 26, 2026 | To consider and vote on any proposal to adjourn the Special Meeting, from time to time, to a later date or dates, if necessary or appropriate, to solicit additional proxies if there are insufficient votes to adopt the Merger Agreement at the time of the Special Meeting (the "Adjournment Proposal"). Corporate Governance |
Other | For | FOR 7 funds |
Split 4 FOR, 2 ABSTAIN |
| 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 |
Split 4 FOR, 1 AGAINST |
| SEMLER SCIENTIFIC, INC. | January 13, 2026 | To approve one or more adjournments of the Special Meeting, if necessary or appropriate, including adjournments to permit further solicitation of proxies in favor of the Merger Proposal. Corporate Governance |
Other | For | FOR 5 funds |
Split 5 FOR, 1 ABSTAIN |
| SEMPRA | May 12, 2026 | Shareholder proposal requesting an independent board chairman Corporate Governance |
Other | Against | AGAINST 12 funds |
Split 1 FOR, 21 AGAINST |
| 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 |
Split 3 FOR, 4 AGAINST |
| SERVICENOW, INC. | May 21, 2026 | Shareholder proposal regarding shareholder right to act by written consent. Shareholder Rights and Defenses |
Other | Against | AGAINST 12 funds |
Split 2 FOR, 20 AGAINST |
| SHOPIFY INC. | June 16, 2026 | Shareholder Proposal Vote on the shareholder proposal, as disclosed in the Management Information Circular for the Meeting. Corporate Governance |
Other | Against | FOR 3 funds |
Split 1 FOR, 2 AGAINST |
| SILA REALTY TRUST, INC. | June 26, 2026 | To consider and vote on a proposal to approve any adjournment of the special meeting of the Company's stockholders if necessary or appropriate for the purpose of soliciting additional proxies if there are not sufficient votes at the special meeting to approve the Merger Proposal. Corporate Governance |
Other | For | FOR 9 funds |
Split 4 FOR, 2 ABSTAIN |
| SNOWFLAKE INC. | June 29, 2026 | To consider and vote on, if properly presented at the meeting, a non-binding stockholder proposal requesting majority vote for director elections. Shareholder Rights and Defenses |
Other | Against | FOR 10 funds |
Split 8 FOR, 1 AGAINST |
| SONIDA SENIOR LIVING, INC. | February 26, 2026 | Proposal to approve the adjournment of the SNDA special meeting, if necessary, to permit the solicitation of additional proxies in the event that there are insufficient votes on the Authorized Share Increase Proposal and/or the Stock Issuance Proposal presented to SNDA shareholders. Corporate Governance |
Other | For | FOR 2 funds |
Split 5 FOR, 1 ABSTAIN |
| STARBUCKS CORPORATION | March 25, 2026 | Shareholder proposal requesting adoption of an independent board chair policy Corporate Governance |
Other | Against | AGAINST 13 funds |
Split 1 FOR, 20 AGAINST |
| STATE STREET CORPORATION | May 20, 2026 | Shareholder proposal requesting the adoption of a policy and amendment to the by-laws requiring the Chair of the Board be an independent member of the Board in the next CEO transition, if properly presented. Corporate Governance |
Other | Against | AGAINST 13 funds |
Split 1 FOR, 19 AGAINST |
| STELLAR BANCORP, INC. | May 27, 2026 | To adjourn or postpone the Stellar special meeting, if necessary or appropriate, to solicit additional proxies if, immediately prior to such adjournment or postponement, there are not sufficient votes to approve the merger proposal or to ensure that any supplement or amendment to the accompanying proxy statement/prospectus is timely provided to holders of Stellar common stock. Corporate Governance |
Other | For | FOR 4 funds |
Split 3 FOR, 1 ABSTAIN |
| STRAWBERRY FIELDS REIT INC. | May 7, 2026 | To approve adjournment of the Annual Meeting, if necessary. Corporate Governance |
Other | For | AGAINST 1 fund |
Split 4 FOR, 1 AGAINST |
| SWK HOLDINGS CORPORATION | March 31, 2026 | To approve one or more adjournments of the SWK Special Meeting if necessary to solicit additional proxies in favor of the Merger Proposal if there are insufficient votes at the time of the SWK Special Meeting to approve the Merger Proposal (the ''Adjournment Proposal''). Corporate Governance |
Other | For | FOR 2 funds |
Split 4 FOR, 1 ABSTAIN |
| SYNCHRONOSS TECHNOLOGIES, INC. | February 12, 2026 | To adjourn the Special Meeting to a later date or dates if necessary or appropriate to solicit additional proxies if there are insufficient votes to adopt the Merger Agreement at the time of the Special Meeting of stockholders of Synchronoss. Corporate Governance |
Other | For | FOR 1 fund |
Split 6 FOR, 1 ABSTAIN |
| SYNOVUS FINANCIAL CORP. | November 6, 2025 | To approve the adjournment or postponement of the Special Meeting to a later date or time, if necessary or appropriate, to solicit additional proxies if, immediately prior to such adjournment or postponement, there are not sufficient votes to approve the Merger Proposal, or to ensure that any supplement or amendment to the joint proxy statement/prospectus is timely provided to holders of Synovus common stock. Corporate Governance |
Other | For | FOR 11 funds |
Split 5 FOR, 1 AGAINST, 4 ABSTAIN |
| SYSCO CORPORATION | November 14, 2025 | To consider a stockholder proposal to adopt a policy requiring that the Board Chair and CEO roles be separate positions held by different people. Corporate Governance |
Other | Against | AGAINST 14 funds |
Split 4 FOR, 19 AGAINST |
| TARGET CORPORATION | June 10, 2026 | Shareholder proposal requesting policy requiring the Board Chair to be an independent director. Corporate Governance |
Other | Against | AGAINST 13 funds |
Split 1 FOR, 17 AGAINST |
| TEJON RANCH CO. | May 13, 2026 | Approval of Amendment to the Certificate of Incorporation to Change the Advance Notice Requirements for Shareholder Action. Shareholder Rights and Defenses |
Other | For | FOR 4 funds |
Split 6 FOR, 1 AGAINST |
| TELEPHONE AND DATA SYSTEMS, INC. | May 21, 2026 | Approval of an amendment to the Company's Restated Certificate of Incorporation to provide for exculpation of officers Director Elections |
Other | For | AGAINST 7 funds |
Split 3 FOR, 2 AGAINST, 2 ABSTAIN |
| TESLA, INC. | November 6, 2025 | A Tesla proposal for adoption of amendments to certificate of formation and bylaws to eliminate applicable supermajority voting requirements. Shareholder Rights and Defenses |
Other | None | FOR 13 funds |
Split 17 FOR, 5 AGAINST |
| TESLA, INC. | November 6, 2025 | A shareholder proposal regarding adopting targets and reporting on metrics to assess the feasibility of integrating sustainability metrics into senior executive compensation plans. Compensation |
Other | Against | AGAINST 13 funds |
Split 1 FOR, 23 AGAINST |
| TESLA, INC. | November 6, 2025 | A shareholder proposal regarding proposal that won 54% support at 2024 Tesla annual meeting. Shareholder Rights and Defenses |
Other | Against | FOR 13 funds |
Split 14 FOR, 9 AGAINST |
| TESLA, INC. | November 6, 2025 | A shareholder proposal to amend Article X of the bylaws. Corporate Governance |
Other | Against | AGAINST 13 funds |
Split 7 FOR, 15 AGAINST |
| TESLA, INC. | November 6, 2025 | A shareholder proposal to amend the bylaws to repeal 3% derivative suit ownership threshold. Corporate Governance |
Other | Against | FOR 13 funds |
Split 16 FOR, 6 AGAINST |
| TESLA, INC. | November 6, 2025 | A shareholder proposal to elect each director annually. Shareholder Rights and Defenses |
Other | Against | FOR 13 funds |
Split 23 FOR, 1 AGAINST |
| TESLA, INC. | November 6, 2025 | A shareholder proposal to seek shareholder approval before adopting an amendment to the bylaws pursuant to Section 21.373 of the TBOC. Corporate Governance |
Other | Against | FOR 13 funds |
Split 21 FOR, 2 AGAINST |
| TEXAS CAPITAL BANCSHARES, INC. | April 21, 2026 | To adjourn the Annual Meeting to a later date or dates, if necessary, to solicit additional proxies if there are insufficient votes to adopt any of Proposals 2-5; Corporate Governance |
Other | For | AGAINST 8 funds |
Split 5 FOR, 3 AGAINST |
| TEXAS INSTRUMENTS INCORPORATED | April 16, 2026 | Stockholder proposal to permit stockholders to act by written consent. Shareholder Rights and Defenses |
Other | Against | AGAINST 17 funds |
Split 11 FOR, 12 AGAINST |
| THE AES CORPORATION | April 29, 2026 | If properly presented, to vote on a non-binding stockholder proposal regarding stockholder ability to call a special meeting. Shareholder Rights and Defenses |
Other | Against | AGAINST 14 funds |
Split 7 FOR, 10 AGAINST |
| THE BOEING COMPANY | April 17, 2026 | Action by Written Consent. Shareholder Rights and Defenses |
Other | Against | AGAINST 13 funds |
Split 9 FOR, 10 AGAINST |
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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.