Home › Asset managers › Compare 2025-2026 › Equitable vs Brighthouse
Note on Brighthouse: its funds did not all vote the same way on 12.0% of the 120,288 ballot items it voted. Those items are not in the percentage above; the ones it shares with this pair are listed under “Split votes”.
Equitable 2025-2026 · Brighthouse 2025-2026 · Download the item list (CSV)
| Common items | Same | Differ | Split (not in %) | Same position | Fund-level | |
|---|---|---|---|---|---|---|
| All ballot items | 53,208 | 35,603 | 1,906 | 15,699 | 94.9% | 84.4% |
| Board proposals | 46,481 | 30,253 | 1,771 | 14,457 | 94.5% | 83.7% |
| E&S shareholder proposals | 197 | 5 | 2 | 190 | 71.4% | 41.9% |
| Other items | 6,530 | 5,345 | 133 | 1,052 | 97.6% | 90.3% |
Everything Voted differently Split votes
All ballot items Board proposals E&S shareholder proposals Other items
15,699 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 | Equitable | Brighthouse |
|---|---|---|---|---|---|---|
| ADOBE INC. | April 15, 2026 | Stockholder Proposal Regarding Board Matrix. Corporate Governance |
Shareholder (E&S) | Against | AGAINST 20 funds |
Split 1 FOR, 1 AGAINST, 9 ABSTAIN |
| ADOBE INC. | April 15, 2026 | Stockholder Proposal Regarding Report on Civil Liberties in Digital Services. Corporate Governance |
Shareholder (E&S) | Against | AGAINST 20 funds |
Split 2 AGAINST, 9 ABSTAIN |
| ADOBE INC. | April 15, 2026 | Stockholder Proposal Regarding Retirement Plan Climate Risk. Environment or Climate |
Shareholder (E&S) | Against | AGAINST 20 funds |
Split 2 AGAINST, 9 ABSTAIN |
| AIRBNB INC | June 5, 2026 | Oversight of risks relating to digital services Other Social Issues |
Shareholder (E&S) | Against | AGAINST 1 fund |
Split 2 AGAINST, 3 ABSTAIN |
| AIRBNB INC | June 5, 2026 | Report on discrimination in charitable support Human Rights or Human Capital/workforce |
Shareholder (E&S) | Against | AGAINST 1 fund |
Split 2 AGAINST, 3 ABSTAIN |
| AIRBNB INC | June 5, 2026 | Report on risks of politicized divestments. Other Social Issues |
Shareholder (E&S) | Against | AGAINST 20 funds |
Split 5 AGAINST, 6 ABSTAIN |
| AKAMAI TECHNOLOGIES, INC. | May 13, 2026 | To vote upon a shareholder proposal requiring the Company to provide a report on political spending. Other Social Issues |
Shareholder (E&S) | Against | Split 8 FOR, 10 AGAINST |
Split 3 FOR, 4 ABSTAIN |
| ALBERTSONS COMPANIES, INC. | August 7, 2025 | Stockholder Proposal Regarding Food Waste Reporting. Environment or Climate |
Shareholder (E&S) | Against | Split 4 FOR, 2 AGAINST, 1 ABSTAIN |
Split 1 AGAINST, 3 ABSTAIN |
| ALBERTSONS COMPANIES, INC. | August 7, 2025 | Stockholder Proposal for a Report on Human Rights Policy and Human Rights Due Diligence. Human Rights or Human Capital/workforce |
Shareholder (E&S) | Against | Split 7 AGAINST, 1 ABSTAIN |
Split 1 AGAINST, 3 ABSTAIN |
| ALBERTSONS COMPANIES, INC. | August 7, 2025 | Stockholder Proposal for a Report on Risks of State Policies on Reproductive Health Care. Human Rights or Human Capital/workforce |
Shareholder (E&S) | Against | Split 2 AGAINST, 5 ABSTAIN |
Split 1 AGAINST, 3 ABSTAIN |
| ALPHABET INC. | June 5, 2026 | Shareholder proposal regarding AI Board oversight Corporate Governance |
Shareholder (E&S) | Against | Split 28 AGAINST, 1 ABSTAIN |
Split 1 FOR, 11 AGAINST, 12 ABSTAIN |
| ALPHABET INC. | June 5, 2026 | Shareholder proposal regarding a report on AI data usage oversight Corporate Governance |
Shareholder (E&S) | Against | Split 12 FOR, 14 AGAINST |
Split 2 FOR, 10 AGAINST, 12 ABSTAIN |
| ALPHABET INC. | June 5, 2026 | Shareholder proposal regarding a report on AI-generated misinformation Corporate Governance |
Shareholder (E&S) | Against | Split 11 FOR, 13 AGAINST, 1 ABSTAIN |
Split 2 FOR, 10 AGAINST, 12 ABSTAIN |
| ALPHABET INC. | June 5, 2026 | Shareholder proposal regarding a report on data privacy Corporate Governance |
Shareholder (E&S) | Against | Split 1 FOR, 28 AGAINST |
Split 1 FOR, 11 AGAINST, 12 ABSTAIN |
| ALPHABET INC. | June 5, 2026 | Shareholder proposal regarding a report on impact of U.S. immigration policy Corporate Governance |
Shareholder (E&S) | Against | Split 1 FOR, 28 AGAINST |
Split 1 FOR, 11 AGAINST, 12 ABSTAIN |
| ALPHABET INC. | June 5, 2026 | Shareholder proposal regarding a report on politicized content moderation Corporate Governance |
Shareholder (E&S) | Against | AGAINST 29 funds |
Split 12 AGAINST, 12 ABSTAIN |
| ALPHABET INC. | June 5, 2026 | Shareholder proposal regarding a report on water usage and AI development Environment or Climate |
Shareholder (E&S) | Against | Split 1 FOR, 28 AGAINST |
Split 12 AGAINST, 12 ABSTAIN |
| ALPHABET INC. | June 5, 2026 | Shareholder proposal regarding a viewpoint diversity risk report Human Rights or Human Capital/workforce |
Shareholder (E&S) | Against | AGAINST 29 funds |
Split 12 AGAINST, 12 ABSTAIN |
| ALPHABET INC. | June 5, 2026 | Shareholder proposal regarding an enhanced disclosure on climate goals Environment or Climate |
Shareholder (E&S) | Against | Split 11 FOR, 15 AGAINST |
Split 1 FOR, 11 AGAINST, 12 ABSTAIN |
| AMAZON.COM, INC. | May 20, 2026 | SHAREHOLDER PROPOSAL REQUESTING A REPORT ON CHARITABLE PARTNERSHIPS Corporate Governance |
Shareholder (E&S) | Against | AGAINST 29 funds |
Split 11 AGAINST, 11 ABSTAIN |
| AMAZON.COM, INC. | May 20, 2026 | SHAREHOLDER PROPOSAL REQUESTING A REPORT ON IMPACT OF CLIMATE COMMITMENTS Environment or Climate |
Shareholder (E&S) | Against | AGAINST 29 funds |
Split 11 AGAINST, 11 ABSTAIN |
| AMAZON.COM, INC. | May 20, 2026 | SHAREHOLDER PROPOSAL REQUESTING ADDITIONAL REPORTING ON IMPACT OF DATA CENTERS ON CLIMATE COMMITMENTS Environment or Climate |
Shareholder (E&S) | Against | Split 2 FOR, 25 AGAINST, 1 ABSTAIN |
Split 1 FOR, 10 AGAINST, 11 ABSTAIN |
| AMERICAN EXPRESS COMPANY | May 5, 2026 | Shareholder proposal requesting a report on coverage of transgender healthcare treatments for minors. Corporate Governance |
Shareholder (E&S) | Against | AGAINST 20 funds |
Split 5 AGAINST, 9 ABSTAIN |
| APPLE INC. | February 24, 2026 | A shareholder proposal entitled "China Entanglement Audit" Other Social Issues |
Shareholder (E&S) | Against | AGAINST 29 funds |
Split 9 AGAINST, 3 ABSTAIN |
| ARCBEST CORPORATION | April 24, 2026 | A shareholder proposal to approve GHG emissions reduction targets, if properly presented at the Annual Meeting. Environment or Climate |
Shareholder (E&S) | Against | Split 2 FOR, 4 AGAINST |
Split 1 FOR, 1 AGAINST, 3 ABSTAIN |
| ARCHER-DANIELS-MIDLAND COMPANY | May 7, 2026 | Stockholder Proposal Regarding Issuance of a Report on Pesticide Use Data Reporting in Regenerative Agriculture Program Disclosures. Other Social Issues |
Shareholder (E&S) | Against | AGAINST 19 funds |
Split 1 FOR, 2 AGAINST, 5 ABSTAIN |
| AT&T INC. | May 14, 2026 | EEO-1 Report Disclosure Policy Human Rights or Human Capital/workforce |
Shareholder (E&S) | Against | Split 9 FOR, 8 AGAINST |
Split 2 FOR, 2 AGAINST, 8 ABSTAIN |
| AUTONATION, INC. | April 28, 2026 | Adoption of stockholder proposal regarding GHG report. Environment or Climate |
Shareholder (E&S) | Against | Split 4 FOR, 4 AGAINST, 1 ABSTAIN |
Split 1 AGAINST, 2 ABSTAIN |
| Airbnb, Inc. | June 5, 2026 | Oversight of risks relating to digital services; Other Social Issues |
Shareholder (E&S) | Against | Split 18 AGAINST, 1 ABSTAIN |
Split 3 AGAINST, 3 ABSTAIN |
| Airbnb, Inc. | June 5, 2026 | Report on discrimination in charitable support; Other Social Issues |
Shareholder (E&S) | Against | AGAINST 19 funds |
Split 3 AGAINST, 3 ABSTAIN |
| BANK OF AMERICA CORPORATION | May 4, 2026 | Shareholder proposal requesting report on board oversight of risks related to animal welfare Other Social Issues |
Shareholder (E&S) | Against | AGAINST 22 funds |
Split 5 AGAINST, 9 ABSTAIN |
| BERKSHIRE HATHAWAY INC. | May 2, 2026 | Shareholder proposal requesting that the Company issue a report disclosing the Board's oversight framework for workforce and human-capital management across its operating subsidiaries. Human Rights or Human Capital/workforce |
Shareholder (E&S) | Against | Split 2 FOR, 19 AGAINST |
Split 1 FOR, 5 AGAINST, 9 ABSTAIN |
| BEST BUY CO., INC. | June 12, 2026 | To vote on a shareholder proposal entitled "Report on Risks of Non- Fiduciary Executive Compensation Metrics" Environment or Climate |
Shareholder (E&S) | Against | AGAINST 17 funds |
Split 2 AGAINST, 2 ABSTAIN |
| BEST BUY CO., INC. | June 12, 2026 | To vote on a shareholder proposal entitled "Sustainability ROI Report" Environment or Climate |
Shareholder (E&S) | Against | AGAINST 17 funds |
Split 2 AGAINST, 2 ABSTAIN |
| BJ'S WHOLESALE CLUB HOLDINGS, INC. | June 18, 2026 | Vote on a shareholder proposal regarding a report on deforestation in the company's own-brand supply chain, if properly presented at the meeting. Environment or Climate |
Shareholder (E&S) | Against | Split 7 FOR, 4 AGAINST |
Split 1 FOR, 2 AGAINST, 5 ABSTAIN |
| BJ'S WHOLESALE CLUB HOLDINGS, INC. | June 18, 2026 | Vote on a shareholder proposal regarding a report on greenhouse gas emissions reduction efforts, if properly presented at the meeting. Environment or Climate |
Shareholder (E&S) | Against | Split 7 FOR, 4 AGAINST |
Split 1 FOR, 2 AGAINST, 5 ABSTAIN |
| BLOOMIN' BRANDS, INC. | April 22, 2026 | Stockholder Proposal Regarding Disclosure of Employee Retention Demographics Human Rights or Human Capital/workforce |
Shareholder (E&S) | Against | AGAINST 6 funds |
Split 1 AGAINST, 2 ABSTAIN |
| BOOKING HOLDINGS INC. | June 2, 2026 | Non-binding stockholder vote on a proposal to avoid brand damage due to corporate political spending. Other Social Issues |
Shareholder (E&S) | Against | Split 9 FOR, 13 AGAINST |
Split 3 FOR, 3 AGAINST, 9 ABSTAIN |
| BOOKING HOLDINGS INC. | June 2, 2026 | Non-binding stockholder vote on a stockholder resolution regarding business operations in illegal settlements. Other Social Issues |
Shareholder (E&S) | Against | Split 1 FOR, 23 AGAINST |
Split 6 AGAINST, 9 ABSTAIN |
| BOOZ ALLEN HAMILTON HOLDING CORPORATION | July 23, 2025 | Vote on a stockholder proposal regarding a report on political spending. Other Social Issues |
Shareholder (E&S) | Against | Split 1 FOR, 8 AGAINST |
Split 2 AGAINST, 3 ABSTAIN |
| CASEY'S GENERAL STORES, INC. | September 3, 2025 | Shareholder proposal regarding Scope 3 greenhouse gas reduction targets. Environment or Climate |
Shareholder (E&S) | Against | AGAINST 11 funds |
Split 6 AGAINST, 5 ABSTAIN |
| CHARTER COMMUNICATIONS, INC. | April 21, 2026 | Stockholder proposal regarding political expenditures report. Other Social Issues |
Shareholder (E&S) | Against | Split 8 FOR, 9 AGAINST |
Split 1 FOR, 5 ABSTAIN |
| CHEVRON CORPORATION | May 27, 2026 | Commission a Third-Party Report on Human Rights Processes Human Rights or Human Capital/workforce |
Shareholder (E&S) | Against | AGAINST 24 funds |
Split 1 FOR, 6 AGAINST, 8 ABSTAIN |
| CHEVRON CORPORATION | May 27, 2026 | Report on Indigenous Peoples' Rights Human Rights or Human Capital/workforce |
Shareholder (E&S) | Against | AGAINST 22 funds |
Split 5 AGAINST, 3 ABSTAIN |
| CISCO SYSTEMS, INC. | December 16, 2025 | Stockholder Proposal - Approval to request the Board to conduct an evaluation and issue a report assessing how Cisco's Inclusion programs provide positive financial value to shareholders. Corporate Governance |
Shareholder (E&S) | Against | AGAINST 21 funds |
Split 3 AGAINST, 8 ABSTAIN |
| COLGATE-PALMOLIVE COMPANY | May 8, 2026 | Stockholder proposal entitled "Remove DEI from Board Candidate Considerations." Corporate Governance |
Shareholder (E&S) | Against | AGAINST 21 funds |
Split 5 AGAINST, 3 ABSTAIN |
| CONSTELLATION ENERGY CORP | April 28, 2026 | To consider a shareholder proposal (if properly presented) requesting a report assessing the bases for the company's diversity, equity and inclusion initiatives Corporate Governance |
Shareholder (E&S) | Against | AGAINST 18 funds |
Split 4 AGAINST, 5 ABSTAIN |
| COSTCO WHOLESALE CORPORATION | January 15, 2026 | Shareholder proposal regarding greenwashing risk audit. Environment or Climate |
Shareholder (E&S) | Against | AGAINST 18 funds |
Split 5 AGAINST, 9 ABSTAIN |
| CUMMINS INC. | May 12, 2026 | Shareholder proposal requesting a report on the Company's charitable support. Corporate Governance |
Shareholder (E&S) | Against | AGAINST 21 funds |
Split 4 AGAINST, 6 ABSTAIN |
| Chevron Corporation | May 27, 2026 | Report on Indigenous Peoples Rights Human Rights or Human Capital/workforce |
Shareholder (E&S) | Against | AGAINST 2 funds |
Split 1 FOR, 1 AGAINST, 5 ABSTAIN |
| DARDEN RESTAURANTS, INC. | September 17, 2025 | To vote on a shareholder proposal requesting the Company disclose measurable targets for reducing greenhouse gas emissions. Environment or Climate |
Shareholder (E&S) | Against | AGAINST 21 funds |
Split 1 AGAINST, 10 ABSTAIN |
| DEERE & COMPANY | February 25, 2026 | Shareholder proposal on a report on faith-based business resource groups Corporate Governance |
Shareholder (E&S) | Against | AGAINST 21 funds |
Split 5 AGAINST, 5 ABSTAIN |
| DEERE & COMPANY | February 25, 2026 | Shareholder proposal on a report on the return on investment of emission reduction goals Environment or Climate |
Shareholder (E&S) | Against | AGAINST 21 funds |
Split 5 AGAINST, 5 ABSTAIN |
| DICK'S SPORTING GOODS, INC. | June 10, 2026 | Stockholder proposal requesting a report on women's rights related business risk and decision framework. Corporate Governance |
Shareholder (E&S) | Against | AGAINST 9 funds |
Split 1 AGAINST, 5 ABSTAIN |
| DIGITAL REALTY TRUST, INC. | May 29, 2026 | A stockholder proposal regarding enhanced water risk disclosure, if properly presented. Environment or Climate |
Shareholder (E&S) | Against | AGAINST 20 funds |
Split 1 FOR, 2 AGAINST, 5 ABSTAIN |
| DOCUSIGN, INC. | June 1, 2026 | A stockholder proposal to report on the risks of non-fiduciary executive compensation metrics, if properly presented at the meeting Corporate Governance |
Shareholder (E&S) | Against | AGAINST 13 funds |
Split 1 AGAINST, 5 ABSTAIN |
| DOLLAR GENERAL CORPORATION | May 28, 2026 | To vote on a shareholder proposal asking the Board to report on the feasibility of adopting a comprehensive human rights policy stating the Company's commitment to respect human rights, in alignment with international human rights standards, throughout its operation and value chain. Human Rights or Human Capital/workforce |
Shareholder (E&S) | Against | Split 9 FOR, 8 AGAINST |
Split 1 FOR, 1 AGAINST, 8 ABSTAIN |
| DOMINION ENERGY, INC. | May 5, 2026 | Shareholder Proposal Regarding a Report on the Use of ESG and DEI Metrics in Executive Compensation Plans Corporate Governance |
Shareholder (E&S) | Against | AGAINST 20 funds |
Split 6 AGAINST, 3 ABSTAIN |
| ELEVANCE HEALTH, INC. | May 13, 2026 | Shareholder Proposal Requesting an Independent Study on the Impact of Prohibiting Corporate Contributions to Partisan 527 Tax-Exempt Political Groups. Other Social Issues |
Shareholder (E&S) | Against | AGAINST 19 funds |
Split 9 AGAINST, 3 ABSTAIN |
| ELI LILLY AND COMPANY | May 4, 2026 | Shareholder proposal to prepare an annual lobbying report. Other Social Issues |
Shareholder (E&S) | Against | Split 1 FOR, 23 AGAINST |
Split 1 FOR, 8 AGAINST, 9 ABSTAIN |
| FASTENAL COMPANY | April 23, 2026 | Shareholder proposal relating to an EEO-1 reporting disclosure policy, if properly presented at the annual meeting. Human Rights or Human Capital/workforce |
Shareholder (E&S) | None | Split 11 FOR, 9 AGAINST, 2 ABSTAIN |
Split 1 FOR, 1 AGAINST, 6 ABSTAIN |
| FIRST CITIZENS BANCSHARES, INC. | May 4, 2026 | Proposal requesting a report on faith-based employee resource groups. Corporate Governance |
Shareholder (E&S) | Against | AGAINST 5 funds |
Split 3 AGAINST, 2 ABSTAIN |
| GE AEROSPACE | May 5, 2026 | Shareholder Proposal Requesting Report on Defense-Related Products Human Rights or Human Capital/workforce |
Shareholder (E&S) | Against | Split 1 FOR, 20 AGAINST |
Split 1 FOR, 4 AGAINST, 8 ABSTAIN |
| GE VERNOVA INC. | May 20, 2026 | Stockholder proposal requesting report assessing sustainability goals on the basis of net-present-value and return-on-investment calculation Environment or Climate |
Shareholder (E&S) | Against | AGAINST 20 funds |
Split 4 AGAINST, 8 ABSTAIN |
| GENERAL MILLS, INC. | September 30, 2025 | Shareholder Proposal - Disclosure of Regenerative Agriculture Practices Within Supply Chain. Other Social Issues |
Shareholder (E&S) | Against | Split 8 FOR, 10 AGAINST |
Split 3 FOR, 5 ABSTAIN |
| GENERAL MOTORS COMPANY | June 2, 2026 | Shareholder Proposal Requesting a Report on Human Rights Standards for Indigenous Peoples Human Rights or Human Capital/workforce |
Shareholder (E&S) | Against | AGAINST 16 funds |
Split 1 FOR, 1 AGAINST, 5 ABSTAIN |
| GILEAD SCIENCES, INC. | April 30, 2026 | To vote on a stockholder proposal requesting a report on the impact of extended patent exclusivities on patient access, if properly presented at the Annual Meeting. Other Social Issues |
Shareholder (E&S) | Against | Split 1 FOR, 23 AGAINST |
Split 1 FOR, 4 AGAINST, 10 ABSTAIN |
| GILEAD SCIENCES, INC. | April 30, 2026 | To vote on a stockholder proposal requesting a report on the risks of ESG and DEI executive compensation metrics, if properly presented at the Annual Meeting. Corporate Governance |
Shareholder (E&S) | Against | AGAINST 24 funds |
Split 5 AGAINST, 10 ABSTAIN |
| GRINDR INC. | July 30, 2025 | Stockholder proposal regarding adoption of a human rights policy covering freedom of association and collective bargaining. Human Rights or Human Capital/workforce |
Shareholder (E&S) | Against | AGAINST 7 funds |
Split 1 AGAINST, 2 ABSTAIN |
| HARLEY-DAVIDSON, INC. | May 21, 2026 | To vote on a shareholder proposal regarding a climate transition plan. Environment or Climate |
Shareholder (E&S) | Against | Split 3 FOR, 3 AGAINST |
Split 1 FOR, 2 ABSTAIN |
| HCA HEALTHCARE, INC. | April 23, 2026 | Stockholder proposal, if properly presented at the meeting, regarding a report on healthcare consequences. Human Rights or Human Capital/workforce |
Shareholder (E&S) | Against | Split 1 FOR, 21 AGAINST |
Split 1 FOR, 4 AGAINST, 7 ABSTAIN |
| HEWLETT PACKARD ENTERPRISE COMPANY | April 1, 2026 | Stockholder proposal entitled: "Report on Discrimination in Charitable Support" Other Social Issues |
Shareholder (E&S) | Against | AGAINST 21 funds |
Split 2 AGAINST, 2 ABSTAIN |
| HUNTINGTON INGALLS INDUSTRIES, INC. | April 29, 2026 | Stockholder proposal requesting an annual report on the Company's political spending. Other Social Issues |
Shareholder (E&S) | Against | AGAINST 17 funds |
Split 1 AGAINST, 4 ABSTAIN |
| HYATT HOTELS CORPORATION | May 20, 2026 | Stockholder proposal requesting the issuance of a report analyzing whether Hyatt could disclose its overall plastics use. Environment or Climate |
Shareholder (E&S) | Against | Split 4 FOR, 3 AGAINST |
Split 3 AGAINST, 3 ABSTAIN |
| INTEL CORPORATION | May 13, 2026 | Stockholder proposal requesting a report on Intel's human rights due diligence process. Human Rights or Human Capital/workforce |
Shareholder (E&S) | Against | AGAINST 20 funds |
Split 1 FOR, 4 AGAINST, 6 ABSTAIN |
| INTEL CORPORATION | May 13, 2026 | Stockholder proposal requesting a report on risk of China exposure. Human Rights or Human Capital/workforce |
Shareholder (E&S) | Against | AGAINST 20 funds |
Split 5 AGAINST, 6 ABSTAIN |
| INTERNATIONAL BUSINESS MACHINES CORP. | April 28, 2026 | Stockholder Proposal Requesting a Report on AI Bias Other Social Issues |
Shareholder (E&S) | Against | AGAINST 2 funds |
Split 2 AGAINST, 4 ABSTAIN |
| INTERNATIONAL BUSINESS MACHINES CORP. | April 28, 2026 | Stockholder Proposal Requesting a Report on Al Bias Corporate Governance |
Shareholder (E&S) | Against | AGAINST 19 funds |
Split 2 AGAINST, 3 ABSTAIN |
| INTERNATIONAL BUSINESS MACHINES CORP. | April 28, 2026 | Stockholder Proposal Requesting a Report on Discrimination in Charitable Support Corporate Governance |
Shareholder (E&S) | Against | AGAINST 21 funds |
Split 4 AGAINST, 7 ABSTAIN |
| INTUIT INC. | January 22, 2026 | Shareholder proposal requesting the Board issue a report on the return on investment of the Company's diversity and inclusion programs Corporate Governance |
Shareholder (E&S) | Against | AGAINST 1 fund |
Split 5 AGAINST, 7 ABSTAIN |
| Intuit Inc. | January 22, 2026 | Shareholder proposal requesting the Board to issue a report on the return on investment of the Company's diversity and inclusion programs Environment or Climate |
Shareholder (E&S) | Against | AGAINST 24 funds |
Split 2 AGAINST, 2 ABSTAIN |
| JPMORGAN CHASE & CO. | May 19, 2026 | Lobbying alignment Other Social Issues |
Shareholder (E&S) | Against | Split 1 FOR, 19 AGAINST |
Split 1 FOR, 5 AGAINST, 10 ABSTAIN |
| JPMORGAN CHASE & CO. | May 19, 2026 | Report on congruence of security, resiliency, and climate initiatives Environment or Climate |
Shareholder (E&S) | Against | AGAINST 20 funds |
Split 6 AGAINST, 10 ABSTAIN |
| JPMORGAN CHASE & CO. | May 19, 2026 | Sustainability ROI report Environment or Climate |
Shareholder (E&S) | Against | AGAINST 20 funds |
Split 6 AGAINST, 10 ABSTAIN |
| Knight-Swift Transportation Holdings Inc. | May 12, 2026 | Vote on a stockholder proposal regarding support for transparency in political spending. Other Social Issues |
Shareholder (E&S) | Against | Split 4 FOR, 4 AGAINST |
Split 2 FOR, 1 AGAINST, 1 ABSTAIN |
| LOWE'S COMPANIES, INC. | May 29, 2026 | Shareholder Proposal requesting a report describing how the Company could disclose its plastic packaging footprint. Environment or Climate |
Shareholder (E&S) | Against | AGAINST 21 funds |
Split 8 AGAINST, 5 ABSTAIN |
| LOWE'S COMPANIES, INC. | May 29, 2026 | Shareholder Proposal requesting a report on risks of sharing customer data with third parties. Other Social Issues |
Shareholder (E&S) | Against | AGAINST 21 funds |
Split 8 AGAINST, 5 ABSTAIN |
| MERCK & CO., INC. | May 26, 2026 | Shareholder proposal regarding a report on DEI risks in federal contracting. Corporate Governance |
Shareholder (E&S) | Against | Split 1 FOR, 25 AGAINST |
Split 9 AGAINST, 3 ABSTAIN |
| MERCK & CO., INC. | May 26, 2026 | Shareholder proposal regarding a report on healthcare coverage gaps. Corporate Governance |
Shareholder (E&S) | Against | Split 1 FOR, 25 AGAINST |
Split 9 AGAINST, 3 ABSTAIN |
| MERCK & CO., INC. | May 26, 2026 | Shareholder proposal regarding a report on political contributions. Other Social Issues |
Shareholder (E&S) | Against | Split 1 FOR, 25 AGAINST |
Split 9 AGAINST, 3 ABSTAIN |
| META PLATFORMS, INC. | May 27, 2026 | A shareholder proposal regarding data protection impact assessment on generative AI chatbots. Other Social Issues |
Shareholder (E&S) | Against | AGAINST 4 funds |
Split 2 FOR, 4 AGAINST, 9 ABSTAIN |
| META PLATFORMS, INC. | May 27, 2026 | A shareholder proposal regarding data protection impact assessment on generative Al chatbots. Other Social Issues |
Shareholder (E&S) | Against | Split 3 FOR, 22 AGAINST |
Split 1 FOR, 4 AGAINST, 2 ABSTAIN |
| META PLATFORMS, INC. | May 27, 2026 | A shareholder proposal regarding report on AI data usage oversight. Other Social Issues |
Shareholder (E&S) | Against | Split 1 FOR, 3 AGAINST |
Split 4 FOR, 2 AGAINST, 9 ABSTAIN |
| META PLATFORMS, INC. | May 27, 2026 | A shareholder proposal regarding report on Al data usage oversight. Corporate Governance |
Shareholder (E&S) | Against | Split 1 FOR, 20 AGAINST |
Split 4 AGAINST, 2 ABSTAIN |
| META PLATFORMS, INC. | May 27, 2026 | A shareholder proposal regarding report on addressing antisemitism and hate in online platforms. Corporate Governance |
Shareholder (E&S) | Against | Split 3 FOR, 25 AGAINST |
Split 2 FOR, 9 AGAINST, 11 ABSTAIN |
| META PLATFORMS, INC. | May 27, 2026 | A shareholder proposal regarding report on climate change-related commitments. Environment or Climate |
Shareholder (E&S) | Against | Split 2 FOR, 29 AGAINST |
Split 2 FOR, 9 AGAINST, 11 ABSTAIN |
| META PLATFORMS, INC. | May 27, 2026 | A shareholder proposal regarding report on human rights due diligence. Human Rights or Human Capital/workforce |
Shareholder (E&S) | Against | Split 1 FOR, 30 AGAINST |
Split 1 FOR, 10 AGAINST, 11 ABSTAIN |
| META PLATFORMS, INC. | May 27, 2026 | A shareholder proposal regarding report on risks of anti-American discrimination from H-1B visa program use. Corporate Governance |
Shareholder (E&S) | Against | Split 1 FOR, 30 AGAINST |
Split 11 AGAINST, 11 ABSTAIN |
| MICROSOFT CORPORATION | December 5, 2025 | European Security Program Censorship Risk Audit Corporate Governance |
Shareholder (E&S) | Against | AGAINST 32 funds |
Split 11 AGAINST, 11 ABSTAIN |
| MICROSOFT CORPORATION | December 5, 2025 | Report on AI Data Usage Oversight Corporate Governance |
Shareholder (E&S) | Against | AGAINST 3 funds |
Split 9 AGAINST, 8 ABSTAIN |
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How items are matched and positions counted: see the comparison table and the methodology. Built October 13, 2026 from SEC Form N-PX filings.