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Dimensional vs Brighthouse: how alike they voted, 2025-2026

98.5% When both took a single position, they voted the same way on 98.5% of 55,385 items (54,529 the same, 856 different). 10,630 items where at least one of them split its funds are listed separately below. Both voted on 66,015 items in all.

Note on Brighthouse: its funds did not all vote the same way on 12.0% of the 120,192 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)

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 66,01554,529856 10,63098.5%92.7%
Board proposals 57,50046,867799 9,83498.3%92.5%
E&S shareholder proposals 17301 1720.0%39.7%
Other items 8,3427,66256 62499.3%95.6%

Where they did not vote alike

Everything Voted differently Split votes

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

680 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 recommendedDimensionalBrighthouse
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.
Corporate Governance
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
Airbnb, Inc. June 5, 2026 Dual-class sunset; and
Shareholder Rights and Defenses
Other Against FOR
5 funds
Split
5 FOR, 1 AGAINST
Alimentation Couche-Tard Inc. September 3, 2025 SP 6: Disclose an Emissions Reduction Strategy
Environment or Climate
Other Against AGAINST
4 funds
Split
1 FOR, 1 AGAINST
BANCO BILBAO VIZCAYA ARGENTARIA SA March 19, 2026 Approve Non-Financial Information Statement
Other Social Issues
Other For FOR
4 funds
Split
4 FOR, 2 ABSTAIN
BANCO COMERCIAL PORTUGUES, SA May 7, 2026 Elect Directors for 2026-2029 Term, Including Audit Committee
Director Elections
Other None FOR
2 funds
Split
1 FOR, 1 AGAINST
BANCO DE SABADELL SA May 5, 2026 Approve Non-Financial Information Statement
Other Social Issues
Other For FOR
4 funds
Split
1 FOR, 2 ABSTAIN
BANCO SANTANDER SA March 26, 2026 Approve Non-Financial Information Statement
Other Social Issues
Other For FOR
3 funds
Split
2 FOR, 2 ABSTAIN
BANK OF AMERICA CORPORATION May 4, 2026 Shareholder proposal requesting independent board chair
Corporate Governance
Other Against AGAINST
7 funds
Split
6 FOR, 3 AGAINST, 5 ABSTAIN
BANKINTER, SA March 26, 2026 Approve Non-Financial Information Statement
Other Social Issues
Other For FOR
3 funds
Split
2 FOR, 1 ABSTAIN
BANQUE CANTONALE VAUDOISE April 30, 2026 APPROVE NON-FINANCIAL REPORT
Other Social Issues
Other For FOR
2 funds
Split
2 FOR, 1 ABSTAIN
BAXTER INTERNATIONAL INC. May 5, 2026 Approval of Amendment to the Baxter International Inc. Amended and Restated Certificate of Incorporation to Amend Board Size
Corporate Governance
Other For FOR
8 funds
Split
3 FOR, 1 AGAINST, 2 ABSTAIN
BELIMO HOLDING AG March 23, 2026 Approve Non-Financial Report (Non-Binding)
Other Social Issues
Other For FOR
1 fund
Split
2 FOR, 1 ABSTAIN
BIO-RAD LABORATORIES, INC. April 21, 2026 Stockholder proposal regarding dual class capital structure.
Shareholder Rights and Defenses
Other Against FOR
8 funds
Split
2 FOR, 1 ABSTAIN
BIO-TECHNE CORP October 30, 2025 To set the number of Directors at nine.
Corporate Governance
Other For FOR
7 funds
Split
6 FOR, 3 ABSTAIN
BJ'S WHOLESALE CLUB HOLDINGS, INC. June 18, 2026 Vote on a shareholder proposal regarding adopting a majority voting standard, if properly presented at the meeting.
Shareholder Rights and Defenses
Other Against AGAINST
6 funds
Split
1 FOR, 4 AGAINST, 3 ABSTAIN
BKW AG April 28, 2026 Approve Non-Financial Report
Corporate Governance
Other For FOR
2 funds
Split
2 FOR, 1 ABSTAIN
BLACKLINE, INC. May 7, 2026 The stockholder proposal regarding the declassification of the Board of Directors if properly presented at the Annual Meeting of Shareholders.
Shareholder Rights and Defenses
Other For FOR
5 funds
Split
4 FOR, 1 ABSTAIN
BLACKROCK, INC. May 20, 2026 Amendment of the BlackRock Finance, Inc. Certificate of Incorporation to remove the pass-through voting provision.
Corporate Governance
Other For FOR
7 funds
Split
8 FOR, 1 ABSTAIN
BLOCK, INC. June 16, 2026 STOCKHOLDER PROPOSAL REGARDING ESTABLISHING A BOARD-LEVEL TECHNOLOGY COMMITTEE, IF PROPERLY PRESENTED AT THE ANNUAL MEETING.
Corporate Governance
Other Against AGAINST
6 funds
Split
5 AGAINST, 5 ABSTAIN
BLOOM ENERGY CORPORATION May 21, 2026 To approve an amendment to our Restated Certificate of Incorporation to provide for officer exculpation as permitted by Delaware law.
Director Elections
Other For FOR
3 funds
Split
5 FOR, 1 AGAINST, 3 ABSTAIN
BLUE BIRD CORPORATION March 11, 2026 To approve an amendment to our certificate of incorporation to provide for limitation of liability of certain officers for certain breaches of fiduciary duty as permitted under Delaware law.
Director Elections
Other For FOR
7 funds
Split
3 FOR, 2 AGAINST, 1 ABSTAIN
BOOKING HOLDINGS INC. June 2, 2026 Amendment of the Company's certificate of incorporation to provide for the exculpation of officers.
Director Elections
Other For FOR
5 funds
Split
6 FOR, 2 AGAINST, 7 ABSTAIN
BORGWARNER INC. April 29, 2026 Vote on stockholder proposal regarding action by written consent.
Shareholder Rights and Defenses
Other Against AGAINST
9 funds
Split
5 AGAINST, 6 ABSTAIN
BOSTON SCIENTIFIC CORPORATION April 30, 2026 Stockholder proposal titled "Give Shareholders the Ability to Call for a Special Shareholder Meeting."
Corporate Governance
Other Against AGAINST
7 funds
Split
7 FOR, 1 AGAINST
BOSTON SCIENTIFIC CORPORATION April 30, 2026 To amend our Certificate of Incorporation and By-Laws to permit stockholders holding 25% of our common stock to call a special meeting of stockholders.
Shareholder Rights and Defenses
Other For FOR
7 funds
Split
8 FOR, 7 ABSTAIN
BOSTON SCIENTIFIC CORPORATION April 30, 2026 To amend our Certificate of Incorporation to provide for exculpation of certain officers as permitted by Delaware law.
Director Elections
Other For FOR
7 funds
Split
8 FOR, 7 ABSTAIN
BRAZE, INC. June 30, 2026 To approve an amendment to our Amended and Restated Certificate of Incorporation to provide for the exculpation of officers as permitted by recent amendments to Delaware law.
Director Elections
Other For FOR
1 fund
Split
2 FOR, 1 ABSTAIN
BRIGHTHOUSE FINANCIAL, INC. February 12, 2026 To approve the adjournment of the Special Meeting to a later date or dates, if necessary or appropriate, to solicit additional proxies if there are not sufficient votes at the time of the Special Meeting to approve the Merger Proposal.
Corporate Governance
Other For FOR
9 funds
Split
3 FOR, 1 ABSTAIN
BRISTOL-MYERS SQUIBB COMPANY May 5, 2026 Shareholder Proposal on the Adoption of a Board Policy that the Chairperson of the Board be an Independent Director
Corporate Governance
Other Against AGAINST
8 funds
Split
1 FOR, 6 AGAINST, 6 ABSTAIN
BUNGE GLOBAL SA May 20, 2026 Approval of the Swiss Statutory Consolidated Financial Statements and Swiss Standalone Statutory Financial Statements of Bunge Global SA for the year ended December 31, 2025.
Corporate Governance
Other For FOR
8 funds
Split
4 FOR, 3 ABSTAIN
BUNGE GLOBAL SA May 20, 2026 Discharge of the Members of the Board and of the Executive Management Team from Liability for the Activities During Fiscal Year 2025.
Director Elections
Other For FOR
8 funds
Split
4 FOR, 3 ABSTAIN
BUNGE GLOBAL SA May 20, 2026 If any modifications to agenda items or proposals identified in the invitation to the Virtual Annual General Meeting or other matters on which voting is permissible under Swiss law are properly presented at the Virtual Annual General Meeting for consideration, you hereby instruct the Independent Voting Representative, in the absence of other specific instructions, to vote your shares in accordance with the recommendations of the Board of Directors.
Corporate Governance
Other For AGAINST
8 funds
Split
4 AGAINST, 3 ABSTAIN
BUZZI SPA May 13, 2026 Slate Submitted by Presa SpA and Fimedi SpA
Director Elections
Other None FOR
3 funds
Split
2 FOR, 1 AGAINST
Birkenstock Holding Plc April 29, 2026 Amend Articles of Association
Corporate Governance
Other For AGAINST
8 funds
Split
1 FOR, 3 AGAINST
Bunge Global SA May 20, 2026 Advisory Vote on the Swiss Statutory Non-Financial Matter Report;
Corporate Governance
Other For FOR
8 funds
Split
1 FOR, 2 ABSTAIN
Bunge Global SA May 20, 2026 Election of the Swiss Statutory Independent Voting Representative; and,
Corporate Governance
Other For FOR
8 funds
Split
4 FOR, 3 ABSTAIN
CAIXABANK S.A. March 26, 2026 APPROVE NON-FINANCIAL INFORMATION STATEMENT
Other Social Issues
Other For FOR
3 funds
Split
2 FOR, 2 ABSTAIN
CALIX, INC. May 14, 2026 To hold an advisory vote on a stockholder proposal relating to a simple majority vote.
Shareholder Rights and Defenses
Other Against FOR
5 funds
Split
4 FOR, 2 AGAINST, 3 ABSTAIN
CAPITAL ONE FINANCIAL CORPORATION May 8, 2026 Stockholder proposal to require a shareholder vote on golden parachute arrangements.
Compensation
Other Against AGAINST
7 funds
Split
8 AGAINST, 4 ABSTAIN
CARVANA CO. May 5, 2026 To vote upon one stockholder proposal, as described in the Proxy Statement.
Corporate Governance
Other Against AGAINST
6 funds
Split
5 FOR, 2 AGAINST, 2 ABSTAIN
CATERPILLAR INC. June 10, 2026 Shareholder Proposal - Shareholder Right to Act by Written Consent
Shareholder Rights and Defenses
Other Against AGAINST
5 funds
Split
6 FOR, 2 AGAINST, 5 ABSTAIN
CBOE GLOBAL MARKETS, INC. May 14, 2026 Stockholder proposal regarding shareholder right to act by written consent.
Shareholder Rights and Defenses
Other Against AGAINST
5 funds
Split
6 FOR, 1 AGAINST, 3 ABSTAIN
CBRE GROUP, INC. May 21, 2026 Stockholder proposal regarding our stockholders' ability to call special stockholder meetings.
Shareholder Rights and Defenses
Other Against AGAINST
7 funds
Split
6 FOR, 2 AGAINST, 3 ABSTAIN
CDW CORPORATION May 21, 2026 To approve the amendment to the Company's Certificate of Incorporation to permit stockholder action by written consent.
Shareholder Rights and Defenses
Other For FOR
6 funds
Split
9 FOR, 2 ABSTAIN
CDW CORPORATION May 21, 2026 To consider and act upon the stockholder proposal, if properly presented at the meeting, regarding independent Board chair requirements.
Corporate Governance
Other Against AGAINST
6 funds
Split
8 FOR, 1 AGAINST, 2 ABSTAIN
CELLNEX TELECOM S.A. April 29, 2026 Approve Non-Financial Information Statement
Other Social Issues
Other For FOR
4 funds
Split
2 FOR, 1 ABSTAIN
CENTENE CORPORATION May 12, 2026 STOCKHOLDER PROPOSAL REGARDING AN INDEPENDENT BOARD CHAIRMAN.
Corporate Governance
Other Against AGAINST
7 funds
Split
1 FOR, 4 AGAINST, 3 ABSTAIN
CENTERPOINT ENERGY, INC. April 16, 2026 Approve CenterPoint Energy, Inc.'s Amended and Restated Certificate of Formation to provide for limited officer exculpation and make certain other immaterial updates.
Director Elections
Other For AGAINST
4 funds
Split
1 FOR, 3 AGAINST, 3 ABSTAIN
CENTRUS ENERGY CORP. June 18, 2026 To approve an amendment to the Company's certificate of incorporation to permit the exculpation of officers to be included in the Second Amended and Restated Certificate of Incorporation.
Director Elections
Other For FOR
4 funds
Split
2 FOR, 1 ABSTAIN
CENTRUS ENERGY CORP. June 18, 2026 To approve an amendment to the Section 382 Rights Agreement, as amended.
Shareholder Rights and Defenses
Other For AGAINST
4 funds
Split
1 FOR, 2 AGAINST
CF INDUSTRIES HOLDINGS, INC. April 28, 2026 Shareholder proposal regarding shareholder approval requirement for excessive golden parachutes, if properly presented at the meeting.
Compensation
Other Against FOR
8 funds
Split
5 FOR, 1 AGAINST, 4 ABSTAIN
CGI Inc. January 28, 2026 SP 2: Enhance Transparency and Shareholder Dialogue in a Multiple Voting Shares Context
Corporate Governance
Other Against AGAINST
4 funds
Split
1 FOR, 1 AGAINST
CGI Inc. January 28, 2026 SP 4: Hold Annual Meetings of the Company in Person with Virtual Meetings as Complements
Corporate Governance
Other Against FOR
4 funds
Split
1 FOR, 1 AGAINST
CHART INDUSTRIES, INC. October 6, 2025 To approve one or more adjournments of the Chart special meeting to a later date or time, if necessary or appropriate, including adjournments to permit the solicitation of additional votes or proxies if there are not sufficient votes cast at the Chart special meeting to approve the Merger Proposal.
Corporate Governance
Other For FOR
8 funds
Split
4 FOR, 2 ABSTAIN
CHARTER COMMUNICATIONS, INC. July 31, 2025 A proposal to approve the adjournment of the Charter special meeting from time to time to solicit additional proxies in favor of the certificate amendment proposal or the share issuance proposal if there are insufficient votes at the time of such adjournment to approve such proposals or if otherwise determined by the chairperson of the meeting to be necessary or appropriate (the "adjournment proposal").
Corporate Governance
Other For FOR
8 funds
Split
5 FOR, 3 ABSTAIN
CHARTER COMMUNICATIONS, INC. July 31, 2025 A proposal to approve the adoption of the Second Amended and Restated Certificate of Incorporation of Charter, a copy of which is attached as Annex D to the accompanying proxy statement (the "amended certificate of incorporation"), which will include the creation of the new Charter Class C common stock (the "certificate amendment" and such proposal, the "certificate amendment proposal").
Corporate Governance
Other For FOR
8 funds
Split
5 FOR, 3 ABSTAIN
CHARTER COMMUNICATIONS, INC. July 31, 2025 Proposals to approve separately (on a non-binding advisory basis) the following features of the amended certificate of incorporation: a feature of the amended certificate of incorporation that will set forth the composition requirements for the Charter board of directors (the "Charter Board") that are required by the amended and restated stockholders agreement with Cox Enterprises and Advance/Newhouse Partnership ("A/N"), a copy of which is attached as Annex E to the accompanying proxy statement (the "amended stockholders agreement" and such proposal, the "governance proposal 1");
Corporate Governance
Other For FOR
8 funds
Split
5 FOR, 3 ABSTAIN
CHEVRON CORPORATION May 27, 2026 Adopt an Independent Chair
Corporate Governance
Other Against AGAINST
7 funds
Split
2 FOR, 8 AGAINST, 5 ABSTAIN
CHOCOLADEFABRIKEN LINDT & SPRUENGLI AG April 16, 2026 Approve Non-Financial Report (Non-Binding)
Other Social Issues
Other For FOR
3 funds
Split
1 FOR, 1 ABSTAIN
CHOICE HOTELS INTERNATIONAL, INC. May 21, 2026 Approval of an amendment to the Company's Certificate of Incorporation increasing the Board size range from three to twelve to five to fifteen.
Corporate Governance
Other For FOR
5 funds
Split
3 FOR, 1 ABSTAIN
CHUBB LIMITED May 21, 2026 Approval of the Sustainability Report of Chubb Limited for the year ended December 31, 2025
Other Social Issues
Other For FOR
7 funds
Split
11 FOR, 5 ABSTAIN
CHUBB LIMITED May 21, 2026 Approval of the management report, standalone financial statements and consolidated financial statements of Chubb Limited for the year ended December 31, 2025
Corporate Governance
Other For FOR
7 funds
Split
13 FOR, 3 ABSTAIN
CHUBB LIMITED May 21, 2026 Discharge of the Board of Directors
Director Elections
Other For FOR
7 funds
Split
13 FOR, 3 ABSTAIN
CHUBB LIMITED May 21, 2026 Election of Homburger AG as independent proxy
Corporate Governance
Other For FOR
7 funds
Split
13 FOR, 3 ABSTAIN
CHUBB LIMITED May 21, 2026 If a new agenda item or a new proposal for an existing agenda item is put before the meeting, I/we hereby authorize and instruct the independent proxy to vote as follows: For = In accordance with the position of the Board of Directors Against = Against new items and proposals Abstain = Abstain on new items and proposals
Corporate Governance
Other For AGAINST
7 funds
Split
1 FOR, 12 AGAINST, 3 ABSTAIN
CHURCH & DWIGHT CO., INC. May 1, 2026 Stockholder Proposal - Permit Stockholder Action by Written Consent.
Shareholder Rights and Defenses
Other Against AGAINST
7 funds
Split
5 FOR, 1 AGAINST, 3 ABSTAIN
CINTAS CORPORATION October 28, 2025 A shareholder proposal regarding support for shareholder ability to call for a special shareholder meeting.
Shareholder Rights and Defenses
Other Against AGAINST
6 funds
Split
4 FOR, 7 ABSTAIN
CITIZENS FINANCIAL GROUP, INC. April 23, 2026 Shareholder proposal for the adoption of a majority voting standard.
Shareholder Rights and Defenses
Other Against AGAINST
7 funds
Split
5 AGAINST, 2 ABSTAIN
CLEAR SECURE, INC. June 10, 2026 Approval of an amendment to our Certificate of Incorporation to clarify the officer exculpation provision.
Corporate Governance
Other For FOR
4 funds
Split
3 FOR, 2 ABSTAIN
CLOUDFLARE, INC. June 30, 2026 Approval and adoption of amendments to require the approval of a majority of the independent directors then in office for any acquisition in which we would issue shares of Class C common stock as consideration for such acquisition with a fair market value in excess of $100,000,000.
Corporate Governance
Other For AGAINST
3 funds
Split
3 FOR, 6 AGAINST, 2 ABSTAIN
CME GROUP INC. June 9, 2026 Approval of an amendment to our certificate of incorporation that would remove provisions that would be inoperative if each of ITEMS 4, 5 and 6 are approved.
Corporate Governance
Other For FOR
7 funds
Split
8 FOR, 5 ABSTAIN
CME GROUP INC. June 9, 2026 Approval of an amendment to our certificate of incorporation to eliminate the right of the Class B-1 shareholder to elect three directors.
Corporate Governance
Other For FOR
7 funds
Split
8 FOR, 5 ABSTAIN
CMS ENERGY CORPORATION May 8, 2026 Approve an Amendment to the Restated Articles of Incorporation to Allow Shareholders to Call a Special Meeting.
Shareholder Rights and Defenses
Other For FOR
4 funds
Split
6 FOR, 3 ABSTAIN

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← 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.