Home › Asset managers › Compare 2025-2026 › Dimensional vs Equitable
Dimensional 2025-2026 · Equitable 2025-2026 · Download the item list (CSV)
| Common items | Same | Differ | Split (not in %) | Same position | Fund-level | |
|---|---|---|---|---|---|---|
| All ballot items | 57,558 | 48,808 | 2,812 | 5,938 | 94.6% | 90.8% |
| Board proposals | 49,698 | 41,691 | 2,635 | 5,372 | 94.1% | 90.1% |
| E&S shareholder proposals | 174 | 79 | 0 | 95 | 100.0% | 86.0% |
| Other items | 7,686 | 7,038 | 177 | 471 | 97.5% | 95.3% |
Everything Voted differently Split votes
All ballot items Board proposals E&S shareholder proposals Other items
5,938 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 | Equitable |
|---|---|---|---|---|---|---|
| Helvetia Baloise Holding Ltd. | May 22, 2026 | Additional Voting Instructions - Shareholder Proposals (Voting) Corporate Governance |
Other | None | AGAINST 4 funds |
Split 5 AGAINST, 4 ABSTAIN |
| Hisamitsu Pharmaceutical Co., Inc. | April 17, 2026 | Amend Articles to Decrease Authorized Capital - Delete Language Authorizing Board to Determine Share Buybacks - Delete References to Record Date Corporate Governance |
Other | For | AGAINST 1 fund |
Split 1 FOR, 1 AGAINST |
| Hokkaido Electric Power Co., Inc. | June 25, 2026 | Amend Articles to Abolish Advisory Posts Corporate Governance |
Other | Against | FOR 3 funds |
Split 1 FOR, 1 AGAINST |
| Hokkaido Electric Power Co., Inc. | June 25, 2026 | Amend Articles to Require Individual Compensation Disclosure for Directors and Senior Advisors Compensation |
Other | Against | FOR 3 funds |
Split 1 FOR, 1 AGAINST |
| Hokuriku Electric Power Co. | June 25, 2026 | Amend Articles to Prohibit Appointment of Senior Advisors Corporate Governance |
Other | Against | FOR 3 funds |
Split 1 FOR, 1 AGAINST |
| 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 8 funds |
Split 5 FOR, 6 AGAINST |
| 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 6 funds |
Split 8 FOR, 9 AGAINST |
| INPOST S.A. | May 15, 2026 | Approve Discharge of Supervisory Board Director Elections |
Other | For | FOR 2 funds |
Split 4 FOR, 3 AGAINST |
| INSPIRE MEDICAL SYSTEMS, INC. | April 30, 2026 | Approval of an adjournment of the Annual Meeting, if necessary, to solicit additional proxies if there are not sufficient votes at the time of the Annual Meeting to approve Proposal No. 5 and/or Proposal No. 6. Corporate Governance |
Other | For | FOR 5 funds |
Split 4 FOR, 1 AGAINST |
| INTERCONTINENTAL EXCHANGE, INC. | May 15, 2026 | A stockholder proposal regarding independent board chairman, if properly presented at the Annual Meeting. Corporate Governance |
Other | Against | AGAINST 7 funds |
Split 1 FOR, 22 AGAINST |
| INTERNATIONAL BUSINESS MACHINES CORP. | April 28, 2026 | Stockholder Proposal Requesting a Right to Act by Written Consent Shareholder Rights and Defenses |
Other | Against | AGAINST 6 funds |
Split 9 FOR, 11 AGAINST |
| IOVANCE BIOTHERAPEUTICS, INC. | June 10, 2026 | To approve an adjournment of the Annual Meeting, if necessary, to solicit additional proxies if there are not sufficient votes at the time of the Annual Meeting to approve Proposal 6. Corporate Governance |
Other | For | FOR 4 funds |
Split 5 FOR, 1 AGAINST |
| ITAU UNIBANCO HOLDING SA | April 28, 2026 | As a Preferred Shareholder, Would You like to Request a Separate Minority Election of a Member of the Board of Directors, Under the Terms of Article 141 of the Brazilian Corporate Law? Corporate Governance |
Other | None | ABSTAIN 1 fund |
Split 1 AGAINST, 1 ABSTAIN |
| Iyogin Holdings, Inc. | June 26, 2026 | Remove Incumbent Director Miyoshi, Kenji Director Elections |
Other | Against | FOR 4 funds |
Split 1 FOR, 1 AGAINST |
| 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 6 funds |
Split 12 FOR, 8 AGAINST |
| JACK HENRY & ASSOCIATES, INC. | November 12, 2025 | Stockholder proposal titled "Improved Shareholder Ability to Call for a Special Shareholder Meeting" Shareholder Rights and Defenses |
Other | Against | AGAINST 5 funds |
Split 9 FOR, 8 AGAINST |
| JAMF HOLDING CORP | January 8, 2026 | A proposal to adjourn the special meeting (the "Special Meeting") of stockholders of Jamf 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 7 funds |
Split 4 FOR, 3 ABSTAIN |
| JOHNSON & JOHNSON | April 23, 2026 | Independent Board Chair Corporate Governance |
Other | Against | AGAINST 8 funds |
Split 2 FOR, 22 AGAINST |
| JPMORGAN CHASE & CO. | May 19, 2026 | Independent board chairman Corporate Governance |
Other | Against | AGAINST 7 funds |
Split 1 FOR, 19 AGAINST |
| JULIUS BAER GRUPPE AG | April 9, 2026 | Transact Other Business (Voting) Corporate Governance |
Other | For | AGAINST 2 funds |
Split 4 AGAINST, 2 ABSTAIN |
| Jiangsu Hengrui Pharmaceuticals Co., Ltd. | April 16, 2026 | Elect Sun Piaoyang as Director Director Elections |
Other | For | FOR 3 funds |
Split 1 FOR, 1 AGAINST |
| KAO CORPORATION | April 30, 2026 | Appoint Three Individuals to Investigate Status of Operations and Property of the Company including Potential Failures of Risk Management, Internal Controls and Board Oversight related to Palm Oil, Paper and Pulp Supply Chains Corporate Governance |
Other | Against | AGAINST 3 funds |
Split 5 FOR, 4 AGAINST |
| KBC GROUPE SA | May 7, 2026 | Approve Discharge of Directors Director Elections |
Other | For | FOR 3 funds |
Split 3 FOR, 3 AGAINST |
| 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 7 funds |
Split 11 FOR, 6 AGAINST |
| KIMBERLY-CLARK CORPORATION | May 14, 2026 | Stockholder Proposal to Require Independent Board Chair Corporate Governance |
Other | Against | AGAINST 5 funds |
Split 2 FOR, 20 AGAINST |
| KINGDEE INTERNATIONAL SOFTWARE GROUP CO LTD | May 28, 2026 | Adopt New Amended and Restated Articles of Association Corporate Governance |
Other | For | FOR 4 funds |
Split 1 FOR, 1 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 5 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 | AGAINST 5 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 | AGAINST 5 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 | AGAINST 5 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 6 funds |
Split 11 FOR, 1 AGAINST |
| KRISPY KREME, INC. | June 10, 2026 | To vote on a stockholder proposal requesting that the Company's governing documents be amended to replace supermajority voting requirements with simple majority voting requirements; Shareholder Rights and Defenses |
Other | Against | FOR 6 funds |
Split 1 FOR, 4 AGAINST |
| Kotobuki Spirits Co., Ltd. | June 25, 2026 | Amend Articles to Authorize Board to Determine Income Allocation Corporate Governance |
Other | For | FOR 3 funds |
Split 1 FOR, 1 AGAINST |
| Kyocera Corp. | June 25, 2026 | Appoint Shareholder Director Nominee Okamura, Kotaro Director Elections |
Other | Against | FOR 1 fund |
Split 4 FOR, 4 AGAINST |
| Kyocera Corp. | June 25, 2026 | Appoint Shareholder Director and Audit Committee Member Okamura, Kotaro Director Elections |
Other | Against | FOR 1 fund |
Split 4 FOR, 4 AGAINST |
| Kyocera Corp. | June 25, 2026 | Initiate Share Repurchase Program Capital Structure |
Other | Against | FOR 1 fund |
Split 4 FOR, 4 AGAINST |
| Kyocera Corp. | June 25, 2026 | Remove Incumbent Director Yamaguchi, Goro Director Elections |
Other | Against | FOR 1 fund |
Split 4 FOR, 4 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 7 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 6 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 6 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 7 funds |
Split 16 FOR, 3 AGAINST |
| LIBERTY MEDIA CORPORATION | May 11, 2026 | The adjournment proposal, to approve one or more adjournments of the annual meeting by Liberty Media from time to time permit further solicitation of proxies, if necessary or appropriate, if sufficient votes are not represented at the annual meeting to approve the conversion proposal at the time of such adjournment or if otherwise determined by the chairperson of the meeting to be necessary or appropriate. Corporate Governance |
Other | For | AGAINST 6 funds |
Split 1 FOR, 6 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 4 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 4 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 8 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 8 funds |
Split 5 FOR, 4 AGAINST |
| LONZA GROUP AG | May 8, 2026 | Transact Other Business (Voting) Corporate Governance |
Other | Not determined | AGAINST 4 funds |
Split 4 AGAINST, 1 ABSTAIN |
| LOTUS BAKERIES NV | May 12, 2026 | APPROVE DISCHARGE OF DIRECTORS Director Elections |
Other | For | FOR 1 fund |
Split 3 FOR, 3 AGAINST |
| LOTUS BAKERIES NV | May 12, 2026 | AUTHORIZE BOARD TO REPURCHASE SHARES IN THE EVENT OF A SERIOUS AND IMMINENT HARM Shareholder Rights and Defenses |
Other | For | AGAINST 1 fund |
Split 3 FOR, 3 AGAINST |
| LOWE'S COMPANIES, INC. | May 29, 2026 | Shareholder Proposal requesting an independent board chairman. Corporate Governance |
Other | Against | AGAINST 6 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 5 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 4 funds |
Split 3 FOR, 5 AGAINST |
| LVMH MOET HENNESSY LOUIS VUITTON SE | April 23, 2026 | Approve Auditors' Special Report on Related-Party Transactions Mentioning the Absence of New Transactions Audit-related |
Other | For | AGAINST 3 funds |
Split 5 FOR, 4 AGAINST |
| LVMH MOET HENNESSY LOUIS VUITTON SE | April 23, 2026 | Renew Appointment of Diego Della Valle as Censor Corporate Governance |
Other | For | AGAINST 3 funds |
Split 1 FOR, 8 AGAINST |
| LVMH MOET HENNESSY LOUIS VUITTON SE | April 23, 2026 | Renew Appointment of Lord Powell of Bayswater as Censor Corporate Governance |
Other | For | AGAINST 3 funds |
Split 1 FOR, 8 AGAINST |
| Lennar Corporation | April 8, 2026 | Vote on a stockholder proposal on Disclosure of Voting Result by Share Class. Corporate Governance |
Other | Against | FOR 7 funds |
Split 8 FOR, 8 AGAINST |
| MACQUARIE GROUP LIMITED | July 24, 2025 | Approve the Climate Risk Exposure and Management Disclosures Environment or Climate |
Other | Against | AGAINST 3 funds |
Split 4 FOR, 4 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 5 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 6 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 4 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 5 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 5 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 7 funds |
Split 4 FOR, 1 ABSTAIN |
| MCDONALD'S CORPORATION | May 20, 2026 | Advisory Vote on Shareholders' Right to Act by Written Consent. Shareholder Rights and Defenses |
Other | Against | AGAINST 5 funds |
Split 10 FOR, 12 AGAINST |
| MCDONALD'S CORPORATION | May 20, 2026 | Advisory Vote to Adopt Policy for an Independent Chair. Corporate Governance |
Other | Against | AGAINST 5 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 6 funds |
Split 4 FOR, 2 AGAINST |
| MERCEDES-BENZ GROUP AG | April 16, 2026 | VOTING INSTRUCTIONS FOR MOTIONS OR NOMINATIONS BY SHAREHOLDERS THAT ARE NOT MADE ACCESSIBLE BEFORE THE AGM AND THAT ARE MADE OR AMENDED IN THE COURSE OF THE AGM Corporate Governance |
Other | Against | AGAINST 3 funds |
Split 4 AGAINST, 4 ABSTAIN |
| 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 8 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 6 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 6 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 6 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 6 funds |
Split 26 FOR, 4 AGAINST |
| MICRON TECHNOLOGY, INC. | January 15, 2026 | SHAREHOLDER PROPOSAL REQUESTING AMENDMENT TO SHAREHOLDER SPECIAL MEETING RIGHT. Shareholder Rights and Defenses |
Other | Against | AGAINST 6 funds |
Split 9 FOR, 7 AGAINST |
| MIRAIT One Corp. | June 24, 2026 | Appoint Shareholder Director Nominee Hayakawa, Kazuhide Director Elections |
Other | Against | FOR 4 funds |
Split 1 FOR, 1 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 7 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 | FOR 7 funds |
Split 10 FOR, 1 ABSTAIN |
| MONCLER S.P.A. | April 21, 2026 | Slate 1 Submitted by Double R Srl Corporate Governance |
Other | None | FOR 2 funds |
Split 7 FOR, 1 ABSTAIN |
| MONCLER S.P.A. | April 21, 2026 | Slate 2 Submitted by Institutional Investors (Assogestioni) Corporate Governance |
Other | None | AGAINST 2 funds |
Split 1 FOR, 7 AGAINST |
| MONDELEZ INTERNATIONAL, INC. | May 20, 2026 | Shareholder proposal requesting adoption of an independent board chairman policy Corporate Governance |
Other | Against | AGAINST 7 funds |
Split 2 FOR, 18 AGAINST |
| MORGAN STANLEY | May 14, 2026 | Shareholder proposal requesting an independent Board Chairman Corporate Governance |
Other | Against | AGAINST 7 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 4 funds |
Split 5 FOR, 2 AGAINST |
| Meiji Holdings Co., Ltd. | June 26, 2026 | Approve Restricted Stock Plan Compensation |
Other | Against | FOR 4 funds |
Split 1 FOR, 1 AGAINST |
| Mitsui Kinzoku Co., Ltd. | June 26, 2026 | Amend Articles to Require Individual Compensation Disclosure for Directors Compensation |
Other | Against | FOR 3 funds |
Split 1 FOR, 1 AGAINST |
| NARI Technology Co., Ltd. | December 30, 2025 | Approve Abolition of the Supervisory Board and Amendments to Articles of Association Corporate Governance |
Other | For | AGAINST 3 funds |
Split 1 AGAINST, 1 ABSTAIN |
| NAURA Technology Group Co., Ltd. | December 8, 2025 | Amend Management Measures for Independent Directors Corporate Governance |
Other | For | AGAINST 5 funds |
Split 1 FOR, 1 AGAINST |
| NAURA Technology Group Co., Ltd. | December 8, 2025 | Amend Management System for Providing External Guarantees Corporate Governance |
Other | For | AGAINST 5 funds |
Split 1 FOR, 1 AGAINST |
| NAURA Technology Group Co., Ltd. | December 8, 2025 | Approve Authorization of the Board to Handle All Related Matters Compensation |
Other | For | AGAINST 5 funds |
Split 1 FOR, 1 AGAINST |
| NAURA Technology Group Co., Ltd. | December 8, 2025 | Approve Implementation and Assessment Management Measures for Stock Option Incentive Plan Compensation |
Other | For | AGAINST 5 funds |
Split 1 FOR, 1 AGAINST |
| NAURA Technology Group Co., Ltd. | December 8, 2025 | Approve Stock Option Incentive Plan and Its Summary Compensation |
Other | For | AGAINST 5 funds |
Split 1 FOR, 1 AGAINST |
| NEMETSCHEK SE | May 21, 2026 | APPROVE DISCHARGE OF SUPERVISORY BOARD MEMBER KURT DOBITSCH FOR FISCAL YEAR 2025 Director Elections |
Other | For | FOR 1 fund |
Split 3 FOR, 3 AGAINST |
| NESTLE S.A. | April 16, 2026 | Transact Other Business (Voting) Corporate Governance |
Other | Not determined | AGAINST 4 funds |
Split 6 AGAINST, 2 ABSTAIN |
| 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 6 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 7 funds |
Split 5 FOR, 1 ABSTAIN |
| NOVARTIS AG | March 6, 2026 | Transact Other Business (Voting) Corporate Governance |
Other | For | AGAINST 5 funds |
Split 5 AGAINST, 2 ABSTAIN |
| NOVO NORDISK A/S | November 14, 2025 | ELECT BRITT MEELBY JENSEN AS NEW DIRECTOR Director Elections |
Other | For | ABSTAIN 4 funds |
Split 1 FOR, 7 ABSTAIN |
| NOVO NORDISK A/S | November 14, 2025 | ELECT CEES DE JONG (VICE CHAIR) AS NEW DIRECTOR Director Elections |
Other | For | ABSTAIN 4 funds |
Split 4 FOR, 4 ABSTAIN |
| NOVO NORDISK A/S | November 14, 2025 | ELECT LARS REBIEN SORENSEN (CHAIR) AS NEW DIRECTOR Director Elections |
Other | For | ABSTAIN 4 funds |
Split 1 FOR, 7 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 3 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 3 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 6 funds |
Split 12 FOR, 5 AGAINST |
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How items are matched and positions counted: see the comparison table and the methodology. Built October 18, 2026 from SEC Form N-PX filings.