Home › Asset managers › Compare 2025-2026 › Dimensional vs Brighthouse
Note on Brighthouse: its funds did not all vote the same way on 12.0% of the 120,248 ballot items it voted. Those items are not in the percentage above; the ones it shares with this pair are listed under “Split votes”.
Dimensional 2025-2026 · Brighthouse 2025-2026 · Download the item list (CSV)
| Common items | Same | Differ | Split (not in %) | Same position | Fund-level | |
|---|---|---|---|---|---|---|
| All ballot items | 66,015 | 54,529 | 856 | 10,630 | 98.5% | 92.7% |
| Board proposals | 57,500 | 46,867 | 799 | 9,834 | 98.3% | 92.5% |
| E&S shareholder proposals | 173 | 0 | 1 | 172 | 0.0% | 39.7% |
| Other items | 8,342 | 7,662 | 56 | 624 | 99.3% | 95.6% |
Everything Voted differently Split votes
All ballot items Board proposals E&S shareholder proposals Other items
11,486 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 | Dimensional | Brighthouse |
|---|---|---|---|---|---|---|
| THE PROCTER & GAMBLE COMPANY | October 14, 2025 | Shareholder Proposal Requesting Additional Reporting on Plastic Packaging Environment or Climate |
Shareholder (E&S) | Against | Split 1 FOR, 5 AGAINST |
Split 5 AGAINST, 7 ABSTAIN |
| THE SOUTHERN COMPANY | May 13, 2026 | Stockholder proposal regarding a report on climate due diligence Environment or Climate |
Shareholder (E&S) | Against | AGAINST 4 funds |
Split 6 AGAINST, 4 ABSTAIN |
| THE SOUTHERN COMPANY | May 13, 2026 | Stockholder proposal regarding a report on data center costs Corporate Governance |
Shareholder (E&S) | Against | AGAINST 4 funds |
Split 1 FOR, 5 AGAINST, 4 ABSTAIN |
| THE TRAVELERS COMPANIES, INC. | May 20, 2026 | Shareholder proposal relating to a report on climate-related pricing and coverage decisions, if presented at the Annual Meeting of Shareholders. Environment or Climate |
Shareholder (E&S) | Against | Split 1 FOR, 7 AGAINST |
Split 1 FOR, 6 AGAINST, 8 ABSTAIN |
| THE WALT DISNEY COMPANY | March 18, 2026 | Shareholder proposal, if properly presented at the meeting, requesting an independent review and report on accessibility and disability inclusion practices. Corporate Governance |
Shareholder (E&S) | Against | AGAINST 7 funds |
Split 1 FOR, 8 AGAINST, 5 ABSTAIN |
| THE WALT DISNEY COMPANY | March 18, 2026 | Shareholder proposal, if properly presented at the meeting, requesting a report on how the employee gift-matching program may impact risks related to religious discrimination against employees. Other Social Issues |
Shareholder (E&S) | Against | AGAINST 7 funds |
Split 8 AGAINST, 5 ABSTAIN |
| TRUIST FINANCIAL CORPORATION | April 28, 2026 | Shareholder proposal regarding a report on risks from misalignment between Company policies and customer base, if properly presented. Corporate Governance |
Shareholder (E&S) | Against | AGAINST 7 funds |
Split 3 AGAINST, 2 ABSTAIN |
| TYLER TECHNOLOGIES, INC. | May 5, 2026 | Shareholder Proposal Regarding Political Spending. Other Social Issues |
Shareholder (E&S) | Against | AGAINST 6 funds |
Split 1 FOR, 3 AGAINST, 6 ABSTAIN |
| TYSON FOODS, INC. | February 5, 2026 | Shareholder proposal regarding report on environmental and human health impacts from waste lagoons. Environment or Climate |
Shareholder (E&S) | Against | AGAINST 6 funds |
Split 4 AGAINST, 6 ABSTAIN |
| TYSON FOODS, INC. | February 5, 2026 | Shareholder proposal regarding report on the anticipated impact of recent changes in US immigration practices on the Company's finances and operations. Corporate Governance |
Shareholder (E&S) | Against | AGAINST 6 funds |
Split 1 FOR, 3 AGAINST, 6 ABSTAIN |
| UNDER ARMOUR, INC. | September 3, 2025 | To vote on a stockholder proposal, if properly presented at the Annual Meeting. Environment or Climate |
Shareholder (E&S) | Against | Split 1 FOR, 8 AGAINST |
Split 1 AGAINST, 2 ABSTAIN |
| UNITED PARCEL SERVICE, INC. | May 7, 2026 | To require UPS to engage a third-party to audit and prepare an additional report on the impacts of UPS operations affecting BIPOC and low income communities. Environment or Climate |
Shareholder (E&S) | Against | Split 1 FOR, 7 AGAINST |
Split 2 AGAINST, 3 ABSTAIN |
| UNITED PARCEL SERVICE, INC. | May 7, 2026 | To require UPS to provide an additional report describing the alignment of its operations and investments with its carbon neutrality goals. Environment or Climate |
Shareholder (E&S) | Against | Split 1 FOR, 7 AGAINST |
Split 1 FOR, 1 AGAINST, 3 ABSTAIN |
| UNIVERSAL HEALTH SERVICES, INC. | May 20, 2026 | Stockholder proposal to adopt a policy requiring Universal Health Services, Inc. to publicly disclose its workforce diversity, if properly presented at the meeting. Human Rights or Human Capital/workforce |
Shareholder (E&S) | Against | AGAINST 10 funds |
Split 1 AGAINST, 6 ABSTAIN |
| VERIZON COMMUNICATIONS | May 21, 2026 | Board oversight of material issues related to climate change Environment or Climate |
Shareholder (E&S) | Against | Split 1 FOR, 7 AGAINST |
Split 3 AGAINST, 6 ABSTAIN |
| VERIZON COMMUNICATIONS | May 21, 2026 | Risks of non-fiduciary executive compensation metrics Environment or Climate |
Shareholder (E&S) | Against | AGAINST 8 funds |
Split 3 AGAINST, 6 ABSTAIN |
| VISA INC. | January 27, 2026 | Shareholder proposal on inclusion ROI audit. Corporate Governance |
Shareholder (E&S) | Against | AGAINST 6 funds |
Split 7 AGAINST, 7 ABSTAIN |
| VISA INC. | January 27, 2026 | Shareholder proposal on report on online sexual exploitation. Corporate Governance |
Shareholder (E&S) | Against | AGAINST 6 funds |
Split 7 AGAINST, 7 ABSTAIN |
| WALMART INC. | June 4, 2026 | Report on Immigration Policy & Enforcement Corporate Governance |
Shareholder (E&S) | Against | AGAINST 5 funds |
Split 1 FOR, 8 AGAINST, 9 ABSTAIN |
| WALMART INC. | June 4, 2026 | Report on Workplace Health and Safety Governance Human Rights or Human Capital/workforce |
Shareholder (E&S) | Against | AGAINST 5 funds |
Split 2 FOR, 6 AGAINST, 10 ABSTAIN |
| WARNER BROS. DISCOVERY, INC. | June 9, 2026 | To vote on a stockholder proposal entitled "Sustainability ROI Report", if properly presented. Environment or Climate |
Shareholder (E&S) | Against | AGAINST 7 funds |
Split 4 AGAINST, 2 ABSTAIN |
| WELLS FARGO & COMPANY | April 28, 2026 | Shareholder Proposal - Energy Supply Ratio. Environment or Climate |
Shareholder (E&S) | Against | Split 1 FOR, 6 AGAINST |
Split 4 FOR, 5 AGAINST, 8 ABSTAIN |
| WELLS FARGO & COMPANY | April 28, 2026 | Shareholder Proposal - Report on High-Carbon Financing Litigation Risks. Environment or Climate |
Shareholder (E&S) | Against | Split 1 FOR, 6 AGAINST |
Split 9 AGAINST, 8 ABSTAIN |
| WELLS FARGO & COMPANY | April 28, 2026 | Shareholder Proposal - Report on Respecting Vendor Civil Liberties. Corporate Governance |
Shareholder (E&S) | Against | AGAINST 7 funds |
Split 9 AGAINST, 8 ABSTAIN |
| WOLVERINE WORLD WIDE, INC. | May 7, 2026 | Shareholder proposal regarding new climate change polices or practices. Environment or Climate |
Shareholder (E&S) | Against | AGAINST 5 funds |
Split 1 AGAINST, 2 ABSTAIN |
| WORKDAY, INC. | June 16, 2026 | To consider and vote upon a stockholder proposal regarding disclosure of employee retention rates by demographic category. Human Rights or Human Capital/workforce |
Shareholder (E&S) | Against | AGAINST 5 funds |
Split 4 AGAINST, 5 ABSTAIN |
| Walmart Inc. | June 4, 2026 | Report on Workforce Impact of Al and Automation Other Social Issues |
Shareholder (E&S) | Against | AGAINST 5 funds |
Split 2 AGAINST, 2 ABSTAIN |
| Zions Bancorporation, N.A. | May 1, 2026 | To consider a shareholder proposal regarding "Report on Risks from Misalignment Between Company Policies and Customer Base." Other Social Issues |
Shareholder (E&S) | Against | AGAINST 8 funds |
Split 1 AGAINST, 2 ABSTAIN |
| A.P. MOELLER - MAERSK A/S | March 25, 2026 | Approve Proposal Regarding Disclosure of Human Rights Due Diligence Processes Human Rights or Human Capital/workforce |
Other | Against | AGAINST 5 funds |
Split 1 AGAINST, 1 ABSTAIN |
| A.P. MOELLER - MAERSK A/S | March 25, 2026 | Approve Proposal Regarding Discontinuation of Transportation of Arms Other Social Issues |
Other | Against | AGAINST 5 funds |
Split 1 AGAINST, 1 ABSTAIN |
| A.P. MOELLER - MAERSK A/S | March 25, 2026 | Approve Proposal Regarding ESG Criteria in Executive Performance and Compensation Compensation |
Other | Against | AGAINST 5 funds |
Split 1 AGAINST, 1 ABSTAIN |
| A.P. MOELLER - MAERSK A/S | March 25, 2026 | Proposal Regarding Disclosure of Human Rights Due Diligence Processes Human Rights or Human Capital/workforce |
Other | Against | AGAINST 5 funds |
Split 1 AGAINST, 1 ABSTAIN |
| AAON, INC. | May 12, 2026 | Proposal to amend the Company's Articles of Incorporation to increase the maximum size of the Board from nine to eleven directors. Director Elections |
Other | For | FOR 5 funds |
Split 4 FOR, 2 ABSTAIN |
| ABB AG | March 19, 2026 | APPROVE SUSTAINABILITY REPORT (NON-BINDING) Other Social Issues |
Other | For | FOR 3 funds |
Split 1 FOR, 2 ABSTAIN |
| ABBVIE INC. | May 8, 2026 | Stockholder Proposal - to Adopt a Policy to Require an Independent Chair Corporate Governance |
Other | Against | AGAINST 6 funds |
Split 8 FOR, 2 AGAINST, 4 ABSTAIN |
| ACCIONA SA | June 24, 2026 | Approve Non-Financial Information Statement Other Social Issues |
Other | For | FOR 4 funds |
Split 2 FOR, 1 ABSTAIN |
| ACCOR SA | May 27, 2026 | Approve Auditors' Special Report on Related-Party Transactions Audit-related |
Other | For | AGAINST 3 funds |
Split 2 FOR, 4 AGAINST |
| ACS, ACTIVIDADES DE CONSTRUCCION Y SERVICIOS SA | May 7, 2026 | Approve Non-Financial Information Statement Other Social Issues |
Other | For | FOR 3 funds |
Split 1 FOR, 2 ABSTAIN |
| ADOBE INC. | April 15, 2026 | Stockholder Proposal Regarding Vote on Golden Parachutes. Compensation |
Other | Against | AGAINST 6 funds |
Split 4 AGAINST, 7 ABSTAIN |
| ADTRAN HOLDINGS, INC. | May 13, 2026 | Vote to approve the amendment of the Company's Amended and Restated Certificate of Incorporation to limit the liability of certain officers as permitted by Delaware law and to make certain other changes to Section 7.1 thereof. Director Elections |
Other | For | FOR 5 funds |
Split 2 FOR, 1 ABSTAIN |
| ADVANCED MICRO DEVICES, INC. | May 13, 2026 | Stockholder proposal requesting changes to the stockholder right to call a special meeting. Shareholder Rights and Defenses |
Other | Against | AGAINST 7 funds |
Split 6 FOR, 3 AGAINST, 6 ABSTAIN |
| AENA SME SA | April 16, 2026 | ADVISORY VOTE ON COMPANY'S 2025 UPDATED REPORT ON CLIMATE ACTION PLAN Environment or Climate |
Other | For | AGAINST 3 funds |
Split 2 FOR, 2 ABSTAIN |
| AENA SME SA | April 16, 2026 | APPROVE NON-FINANCIAL INFORMATION STATEMENT Other Social Issues |
Other | For | FOR 3 funds |
Split 2 FOR, 2 ABSTAIN |
| AFLAC INCORPORATED | May 4, 2026 | Independent Board Chairman Corporate Governance |
Other | Against | AGAINST 7 funds |
Split 1 FOR, 4 AGAINST, 1 ABSTAIN |
| AGCO CORPORATION | April 23, 2026 | Stockholder proposal regarding giving stockholders an ability to call for a special stockholder meeting, if properly presented at the meeting. Shareholder Rights and Defenses |
Other | Against | AGAINST 8 funds |
Split 4 FOR, 1 AGAINST, 2 ABSTAIN |
| AGILON HEALTH, INC. | March 17, 2026 | Approval of the adjournment of the Special Meeting to a later date or dates, if necessary, to permit further solicitation and vote of proxies in the event there are not sufficient votes in favor of the Amendment Proposal. Corporate Governance |
Other | For | FOR 1 fund |
Split 2 FOR, 1 ABSTAIN |
| AIR LEASE CORPORATION | December 18, 2025 | Proposal to approve the adjournment of the special meeting, if necessary or appropriate, to solicit additional proxies if there are insufficient votes at the time of the special meeting to approve the Merger Proposal (the ''Adjournment Proposal''). Corporate Governance |
Other | For | FOR 8 funds |
Split 2 FOR, 2 ABSTAIN |
| AKAMAI TECHNOLOGIES, INC. | May 13, 2026 | To adjourn the Annual Meeting to a later date or dates, if necessary, to solicit additional proxies to establish a quorum if there are insufficient votes to adopt any proposal (other than Proposal 8). Corporate Governance |
Other | For | AGAINST 7 funds |
Split 1 FOR, 4 AGAINST, 2 ABSTAIN |
| AKAMAI TECHNOLOGIES, INC. | May 13, 2026 | To approve an Amended and Restated Certificate of Incorporation to authorize certain stockholders to call a special meeting of stockholders. Shareholder Rights and Defenses |
Other | For | FOR 7 funds |
Split 5 FOR, 2 ABSTAIN |
| AKERO THERAPEUTICS, INC | December 2, 2025 | To approve the adjournment of the Special Meeting, if necessary or appropriate, to solicit additional proxies if there are not sufficient votes in favor of the adoption of the Merger Agreement at the time of the Special Meeting. Corporate Governance |
Other | Contested | FOR 5 funds |
Split 4 FOR, 1 ABSTAIN |
| ALBEMARLE CORPORATION | May 5, 2026 | Shareholder Proposal regarding shareholders ability to call for a special shareholder meeting. Corporate Governance |
Other | Against | AGAINST 8 funds |
Split 3 FOR, 3 ABSTAIN |
| ALCON SA | April 30, 2026 | Approve Non-Financial Report (Non-Binding) Other Social Issues |
Other | For | FOR 5 funds |
Split 3 FOR, 1 ABSTAIN |
| ALIGHT, INC. | June 10, 2026 | To approve an amendment to the Alight Charter to provide for the elimination of certain officers' personal liability for monetary damages stemming from breaches of the duty of care as permitted by Section 102(b)(7) of the General Corporation Law of the State of Delaware. Director Elections |
Other | For | FOR 4 funds |
Split 1 FOR, 1 AGAINST |
| ALIGN TECHNOLOGY, INC. | May 20, 2026 | Ratification of Special Meeting Provision in our Bylaws Shareholder Rights and Defenses |
Other | For | AGAINST 8 funds |
Split 1 FOR, 4 AGAINST, 4 ABSTAIN |
| ALLY FINANCIAL INC. | May 6, 2026 | Shareholder Proposal to Reduce Threshold for Shareholders to Call Special Meetings. Shareholder Rights and Defenses |
Other | Against | AGAINST 9 funds |
Split 4 FOR, 3 ABSTAIN |
| ALPHABET INC. | June 5, 2026 | Shareholder proposal regarding equal shareholder voting Shareholder Rights and Defenses |
Other | Against | FOR 5 funds |
Split 14 FOR, 2 AGAINST, 8 ABSTAIN |
| ALTIMMUNE INC. | September 25, 2025 | Approve the authorization to adjourn the Annual Meeting, if necessary or appropriate, to solicit additional proxies in favor of the foregoing proposals if there are not sufficient votes to approve the proposals. Corporate Governance |
Other | For | AGAINST 4 funds |
Split 1 AGAINST, 1 ABSTAIN |
| ALTIMMUNE INC. | April 16, 2026 | Approve the authorization to adjourn the Annual Meeting, if necessary or appropriate, to solicit additional proxies in favor of the foregoing proposals if there are not sufficient votes to approve the proposals. Corporate Governance |
Other | For | FOR 5 funds |
Split 1 FOR, 1 ABSTAIN |
| AMADEUS IT GROUP S.A | June 2, 2026 | Approve Non-Financial Information Statement Other Social Issues |
Other | For | FOR 3 funds |
Split 1 FOR, 1 ABSTAIN |
| AMAZON.COM, INC. | May 20, 2026 | SHAREHOLDER PROPOSAL REQUESTING A MANDATORY INDEPENDENT BOARD CHAIR POLICY Corporate Governance |
Other | Against | AGAINST 7 funds |
Split 14 AGAINST, 8 ABSTAIN |
| AMERICAN AIRLINES GROUP INC. | June 10, 2026 | A proposal to amend our Restated Certificate of Incorporation to limit the liability of our officers as permitted by Delaware law Director Elections |
Other | For | FOR 4 funds |
Split 3 FOR, 1 ABSTAIN |
| AMERICAN AIRLINES GROUP INC. | June 10, 2026 | Advisory vote on stockholder proposal for stockholder right to act by written consent, if properly presented Shareholder Rights and Defenses |
Other | Against | AGAINST 4 funds |
Split 3 FOR, 1 ABSTAIN |
| AMERICAN AIRLINES GROUP INC. | June 10, 2026 | Advisory vote on stockholder proposal regarding cumulative voting for Board elections, if properly presented Shareholder Rights and Defenses |
Other | Against | AGAINST 4 funds |
Split 3 AGAINST, 1 ABSTAIN |
| AMERICAN EXPRESS COMPANY | May 5, 2026 | Shareholder proposal regarding political bias risk oversight. Corporate Governance |
Other | Against | AGAINST 6 funds |
Split 5 AGAINST, 9 ABSTAIN |
| AMERICAN WATER WORKS COMPANY, INC. | May 13, 2026 | Approval of an amendment to the American Water Works Company, Inc. Restated Certificate of Incorporation to provide for officer exculpation. Director Elections |
Other | For | FOR 5 funds |
Split 5 FOR, 1 AGAINST, 3 ABSTAIN |
| AMERICOLD REALTY TRUST, INC. | May 18, 2026 | Advisory Vote on Shareholder Proposal Regarding Director Removal With or Without Cause. Corporate Governance |
Other | Against | FOR 1 fund |
Split 1 FOR, 1 ABSTAIN |
| AMGEN INC. | May 19, 2026 | Stockholder proposal to require an independent board chairman. Corporate Governance |
Other | Against | AGAINST 6 funds |
Split 3 FOR, 5 AGAINST, 7 ABSTAIN |
| AMRIZE AG | April 21, 2026 | Advisory vote on the Non-Financial Matters Report for fiscal year 2025 Other |
Other | For | FOR 5 funds |
Split 3 FOR, 1 ABSTAIN |
| AMUNDI SA | June 2, 2026 | APPROVE REPORT ON PROGRESS OF COMPANY'S CLIMATE TRANSITION PLAN (ADVISORY) Environment or Climate |
Other | For | AGAINST 4 funds |
Split 1 FOR, 1 ABSTAIN |
| ANALOG DEVICES, INC. | March 11, 2026 | To consider a shareholder proposal, if properly presented at the Annual Meeting. Shareholder Rights and Defenses |
Other | Against | AGAINST 7 funds |
Split 5 FOR, 2 AGAINST, 4 ABSTAIN |
| ANGLO AMERICAN PLC | April 29, 2026 | Approve 2026-2028 Transition Plan Environment or Climate |
Other | For | AGAINST 5 funds |
Split 2 FOR, 1 ABSTAIN |
| ANZ GROUP HOLDINGS LIMITED | December 18, 2025 | Approve Customer Transition Approach and Climate Commitments Environment or Climate |
Other | Against | AGAINST 5 funds |
Split 2 AGAINST, 1 ABSTAIN |
| ANZ GROUP HOLDINGS LIMITED | December 18, 2025 | Approve Disclosure of Financed Deforestation Environment or Climate |
Other | Against | AGAINST 5 funds |
Split 2 AGAINST, 1 ABSTAIN |
| ANZ GROUP HOLDINGS LIMITED | December 18, 2025 | Approve Strategy to Eliminate Financed Deforestation Environment or Climate |
Other | Against | AGAINST 5 funds |
Split 2 AGAINST, 1 ABSTAIN |
| APA Group | October 22, 2025 | Approve Climate Risk Safeguarding Environment or Climate |
Other | Against | AGAINST 3 funds |
Split 2 AGAINST, 1 ABSTAIN |
| APA Group | October 22, 2025 | Approve Climate Transition Plan Environment or Climate |
Other | For | AGAINST 3 funds |
Split 2 FOR, 1 ABSTAIN |
| APA Group | October 22, 2025 | Approve Key Partner Due Diligence Human Rights or Human Capital/workforce |
Other | Against | AGAINST 3 funds |
Split 2 AGAINST, 1 ABSTAIN |
| APPLIED OPTOELECTRONICS, INC. | June 4, 2026 | To approve an adjournment of the Annual Meeting to a later date or dates, if necessary or appropriate, to permit further solicitation and vote of proxies in the event that there are insufficient votes for, or otherwise in connection with, one or more of the other proposals to be voted on at the Annual Meeting. Corporate Governance |
Other | For | FOR 4 funds |
Split 3 FOR, 1 ABSTAIN |
| APPLIED OPTOELECTRONICS, INC. | June 4, 2026 | To approve the amendment of our Amended and Restated Certificate of Incorporation, as amended, to clarify the voting standard that applies to certain future amendments. Corporate Governance |
Other | For | FOR 4 funds |
Split 3 FOR, 1 ABSTAIN |
| APPLOVIN CORPORATION | June 3, 2026 | Approval of an amendment to our amended and restated certificate of incorporation to provide for officer exculpation as permitted by Delaware law. Director Elections |
Other | For | AGAINST 6 funds |
Split 2 FOR, 6 AGAINST, 3 ABSTAIN |
| APPLOVIN CORPORATION | June 3, 2026 | Stockholder proposal regarding disclosure of voting results by class of shares, if properly presented at the meeting. Shareholder Rights and Defenses |
Other | Against | FOR 6 funds |
Split 5 FOR, 3 AGAINST, 3 ABSTAIN |
| ARROW ELECTRONICS, INC. | May 12, 2026 | Shareholder proposal to provide shareholders with the ability to call a special shareholder meeting at a 10% ownership threshold. Shareholder Rights and Defenses |
Other | Against | AGAINST 8 funds |
Split 2 FOR, 2 ABSTAIN |
| ASBURY AUTOMOTIVE GROUP, INC. | May 4, 2026 | Stockholder proposal regarding special stockholder meetings. Shareholder Rights and Defenses |
Other | Against | AGAINST 8 funds |
Split 2 FOR, 3 AGAINST, 1 ABSTAIN |
| ASSURANT, INC. | May 21, 2026 | Stockholder proposal regarding action by written consent. Shareholder Rights and Defenses |
Other | Against | AGAINST 8 funds |
Split 5 FOR, 1 AGAINST, 1 ABSTAIN |
| ASTRIA THERAPEUTICS, INC. | January 21, 2026 | To approve one or more adjournments of the Special Meeting to a later date or dates if there are not sufficient votes for adoption of the Merger Proposal on the date on which the Special Meeting is held. Corporate Governance |
Other | For | FOR 6 funds |
Split 1 FOR, 1 ABSTAIN |
| AT&T INC. | May 14, 2026 | Approve Amendment to Restated Certificate of Incorporation to Provide for Officer Exculpation Director Elections |
Other | For | FOR 6 funds |
Split 5 FOR, 1 AGAINST, 6 ABSTAIN |
| AT&T INC. | May 14, 2026 | Shareholder Right to Act by Written Consent Shareholder Rights and Defenses |
Other | Against | AGAINST 6 funds |
Split 4 FOR, 2 AGAINST, 6 ABSTAIN |
| ATMOS ENERGY CORPORATION | February 4, 2026 | Proposal to amend the Articles to clarify the indemnification provisions. Director Elections |
Other | For | FOR 5 funds |
Split 7 FOR, 3 ABSTAIN |
| ATMOS ENERGY CORPORATION | February 4, 2026 | Proposal to amend the Articles to limit the liability of certain officers as permitted by Texas and Virginia law. Director Elections |
Other | For | FOR 5 funds |
Split 7 FOR, 3 ABSTAIN |
| ATMOS ENERGY CORPORATION | February 4, 2026 | Proposal to amend the Articles to provide for plurality voting in the event of a contested election. Corporate Governance |
Other | For | FOR 5 funds |
Split 7 FOR, 3 ABSTAIN |
| ATMOS ENERGY CORPORATION | February 4, 2026 | Proposal to amend the Articles to remove obsolete provisions and make certain other clarifying, technical, and conforming changes. Corporate Governance |
Other | For | FOR 5 funds |
Split 7 FOR, 3 ABSTAIN |
| AUTODESK, INC. | June 17, 2026 | Approval of an amendment of our Amended and Restated Certificate of Incorporation to provide for officer exculpation as permitted by Delaware law. Director Elections |
Other | For | FOR 5 funds |
Split 4 FOR, 4 AGAINST, 4 ABSTAIN |
| AUTODESK, INC. | June 17, 2026 | Stockholder proposal requesting amendment to stockholder special meeting right. Shareholder Rights and Defenses |
Other | Against | AGAINST 5 funds |
Split 8 FOR, 4 ABSTAIN |
| AUTONATION, INC. | April 28, 2026 | Adoption of stockholder proposal regarding independent board chairman. Corporate Governance |
Other | Against | AGAINST 7 funds |
Split 2 AGAINST, 1 ABSTAIN |
| AVERY DENNISON CORPORATION | April 30, 2026 | Vote on stockholder proposal for an independent Board Chairman, if properly presented during the meeting. Corporate Governance |
Other | Against | AGAINST 7 funds |
Split 5 FOR, 1 AGAINST, 2 ABSTAIN |
| AVIDITY BIOSCIENCES, INC. | February 26, 2026 | To adjourn the Special Meeting, if necessary, desirable or appropriate or to solicit additional proxies if, at the time of the Special Meeting, there are an insufficient number of votes in favor of adopting the Merger Agreement and the Separation Agreement. Corporate Governance |
Other | For | FOR 1 fund |
Split 3 FOR, 1 ABSTAIN |
| AVIS BUDGET GROUP, INC. | May 20, 2026 | To vote, on an advisory basis, on a shareholder proposal to request that the Board of Directors take each step necessary so that each voting standard in our charter and bylaws that calls for a greater than simple majority vote be replaced by the applicable majority vote standard and to adjourn the applicable shareholder meeting, for up to 2 weeks, if the shareholder vote at such meeting fails to obtain the required 80% vote on the date of such meeting. Shareholder Rights and Defenses |
Other | Against | FOR 4 funds |
Split 3 FOR, 1 ABSTAIN |
| AVIVA PLC | May 6, 2026 | Approve Climate-Related Financial Disclosures Environment or Climate |
Other | For | AGAINST 5 funds |
Split 2 FOR, 1 ABSTAIN |
| AVOLTA AG | May 6, 2026 | Approve Non-Financial Report Other Social Issues |
Other | For | FOR 3 funds |
Split 2 FOR, 2 ABSTAIN |
| AXCELIS TECHNOLOGIES, INC. | February 6, 2026 | To approve the adjournment of the special meeting, if necessary or appropriate, to solicit additional proxies if there are insufficient votes to adopt the Axcelis Share Issuance Proposal. Corporate Governance |
Other | For | FOR 9 funds |
Split 3 FOR, 1 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.