Home › Asset managers › Compare 2025-2026 › Fidelity vs Equitable
Fidelity 2025-2026 · Equitable 2025-2026 · Download the item list (CSV)
| Common items | Same | Differ | Split (not in %) | Same position | Fund-level | |
|---|---|---|---|---|---|---|
| All ballot items | 63,913 | 53,510 | 1,976 | 8,427 | 96.4% | 91.9% |
| Board proposals | 53,820 | 44,348 | 1,811 | 7,661 | 96.1% | 91.2% |
| E&S shareholder proposals | 187 | 87 | 0 | 100 | 100.0% | 85.8% |
| Other items | 9,906 | 9,075 | 165 | 666 | 98.2% | 95.8% |
Everything Voted differently Split votes
All ballot items Board proposals E&S shareholder proposals Other items
666 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 | Fidelity | Equitable |
|---|---|---|---|---|---|---|
| HENRY SCHEIN, INC. | May 21, 2026 | Proposal to approve, by non-binding vote, a shareholder proposal to Govern by Majority Vote. Shareholder Rights and Defenses |
Other | Against | Split 28 FOR, 1 AGAINST |
Split 13 FOR, 7 AGAINST |
| HENSOLDT AG | May 22, 2026 | Approve Discharge of Supervisory Board for Fiscal Year 2025 Corporate Governance |
Other | For | FOR 8 funds |
Split 3 FOR, 3 AGAINST |
| HERMES INTERNATIONAL SA | April 17, 2026 | Approve Auditors' Special Report on Related-Party Transactions Audit-related |
Other | For | Split 12 FOR, 12 AGAINST |
AGAINST 9 funds |
| HOLCIM AG | May 13, 2026 | Transact Other Business (Voting) Corporate Governance |
Other | Not determined | AGAINST 23 funds |
Split 3 AGAINST, 3 ABSTAIN |
| HONEYWELL INTERNATIONAL INC. | May 22, 2026 | Shareowner Proposal - Shareholder Right to Act by Written Consent. Shareholder Rights and Defenses |
Other | Against | AGAINST 35 funds |
Split 1 FOR, 16 AGAINST |
| HONGKONG LAND HOLDINGS LTD | May 7, 2026 | ACCEPT FINANCIAL STATEMENTS AND STATUTORY REPORTS Corporate Governance |
Other | For | Split 12 FOR, 1 AGAINST |
FOR 9 funds |
| HUAYU AUTOMOTIVE SYSTEMS COMPANY LTD | June 29, 2026 | Approve Estimated Amount for Other Daily Related Party Transactions Extraordinary Transactions |
Other | For | Split 1 FOR, 6 AGAINST |
AGAINST 2 funds |
| HUAYU AUTOMOTIVE SYSTEMS COMPANY LTD | June 29, 2026 | Approve Estimated Daily Related Party Transactions Extraordinary Transactions |
Other | For | Split 1 FOR, 6 AGAINST |
AGAINST 2 funds |
| HUBSPOT, INC. | June 15, 2026 | A stockholder proposal to change the Company's Sixth Amended and Restated Bylaws to allow 10% holders of the Company's stock the ability to call a special meeting; and Shareholder Rights and Defenses |
Other | Against | Split 14 FOR, 17 AGAINST |
Split 5 FOR, 3 AGAINST |
| HUMANA INC. | April 16, 2026 | The stockholder proposal requesting shareholder approval requirement for excessive golden parachutes, if properly presented at the meeting. Compensation |
Other | Against | Split 1 FOR, 41 AGAINST |
Split 11 FOR, 10 AGAINST |
| HUNTSMAN CORPORATION | April 29, 2026 | Stockholder proposal requesting an independent board chair policy. Corporate Governance |
Other | Against | AGAINST 18 funds |
Split 3 FOR, 2 AGAINST |
| Haier Smart Home Co., Ltd. | June 24, 2026 | Elect Siu, Paul Yu Hay as Director Director Elections |
Other | For | Split 6 FOR, 5 AGAINST |
FOR 1 fund |
| Helvetia Baloise Holding Ltd. | May 22, 2026 | Additional Voting Instructions - Shareholder Proposals (Voting) Corporate Governance |
Other | None | AGAINST 1 fund |
Split 5 AGAINST, 4 ABSTAIN |
| Himalaya Shipping Ltd. | May 20, 2026 | Authorize Board to Fill Vacancies Corporate Governance |
Other | For | Split 1 FOR, 2 AGAINST |
AGAINST 6 funds |
| 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 | FOR 5 funds |
Split 1 FOR, 1 AGAINST |
| Hokkaido Electric Power Co., Inc. | June 25, 2026 | Amend Articles to Abolish Advisory Posts Corporate Governance |
Other | Against | AGAINST 2 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 2 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 | AGAINST 2 funds |
Split 1 FOR, 1 AGAINST |
| Huayu Automotive Systems Co., Ltd. | November 19, 2025 | Approve Daily Related Party Transactions for First Half of 2026 Corporate Governance |
Other | For | Split 1 FOR, 6 AGAINST |
AGAINST 2 funds |
| Huayu Automotive Systems Co., Ltd. | November 19, 2025 | Approve Other Daily Related Party Transactions for First Half of 2026 Corporate Governance |
Other | For | Split 1 FOR, 6 AGAINST |
AGAINST 2 funds |
| 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 | Split 1 FOR, 19 AGAINST |
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 25 funds |
Split 8 FOR, 9 AGAINST |
| ILLINOIS TOOL WORKS INC. | May 8, 2026 | A non-binding stockholder proposal, if properly presented at the meeting, for Directors who fail to obtain a majority vote. Corporate Governance |
Other | Against | Split 5 FOR, 22 AGAINST |
AGAINST 20 funds |
| INPOST S.A. | May 15, 2026 | Approve Discharge of Supervisory Board Director Elections |
Other | For | FOR 10 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 | Split 14 FOR, 3 AGAINST |
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 41 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 | Split 1 FOR, 44 AGAINST |
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 15 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 22 funds |
Split 1 AGAINST, 1 ABSTAIN |
| Ingles Markets, Incorporated | April 30, 2026 | Election of Directors: Rory Held Director Elections |
Other | Contested | Split 15 FOR, 1 WITHHOLD |
WITHHOLD 4 funds |
| Iyogin Holdings, Inc. | June 26, 2026 | Remove Incumbent Director Miyoshi, Kenji Director Elections |
Other | Against | AGAINST 5 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 | Split 1 FOR, 31 AGAINST |
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 | Split 1 FOR, 20 AGAINST |
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 13 funds |
Split 4 FOR, 3 ABSTAIN |
| JERONIMO MARTINS SGPS SA | April 23, 2026 | Update Remuneration of Remuneration Committee Members Corporate Governance |
Other | None | Split 3 FOR, 11 AGAINST |
Split 3 FOR, 3 AGAINST |
| JOHNSON & JOHNSON | April 23, 2026 | Independent Board Chair Corporate Governance |
Other | Against | AGAINST 81 funds |
Split 2 FOR, 22 AGAINST |
| JPMORGAN CHASE & CO. | May 19, 2026 | Independent board chairman Corporate Governance |
Other | Against | AGAINST 69 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 7 funds |
Split 1 FOR, 1 AGAINST |
| KAJIMA CORPORATION | June 26, 2026 | Amend Articles to Adopt Board Structure with Audit Committee - Amend Provisions on Number of Directors - Add/Amend Provisions on Corporate Officers - Authorize Board to Determine Income Allocation Corporate Governance |
Other | For | Split 13 FOR, 1 AGAINST |
FOR 9 funds |
| 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 12 funds |
Split 5 FOR, 4 AGAINST |
| KBC GROUPE SA | May 7, 2026 | Approve Discharge of Directors Director Elections |
Other | For | FOR 34 funds |
Split 3 FOR, 3 AGAINST |
| KEYENCE Corp. | June 12, 2026 | Amend Articles to Authorize Share Buybacks at Board's Discretion Corporate Governance |
Other | For | Split 13 FOR, 5 AGAINST |
FOR 11 funds |
| 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 | Split 15 FOR, 12 AGAINST |
Split 11 FOR, 6 AGAINST |
| KIMBERLY-CLARK CORPORATION | May 14, 2026 | Stockholder Proposal to Require Independent Board Chair Corporate Governance |
Other | Against | AGAINST 38 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 12 funds |
Split 1 FOR, 1 AGAINST |
| KKR & CO. INC. | May 21, 2026 | An amendment to the Company's Second Amended and Restated Certificate of Incorporation (the ''Existing Charter'') to remove the supermajority voting requirements for stockholders to amend certain provisions of the Company's Existing Charter. Shareholder Rights and Defenses |
Other | For | Split 41 FOR, 13 AGAINST |
FOR 21 funds |
| 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 | Split 41 FOR, 13 AGAINST |
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 | Split 41 FOR, 13 AGAINST |
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 | Split 1 FOR, 52 AGAINST |
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 | Split 1 FOR, 52 AGAINST |
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 27 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 | Split 12 FOR, 1 AGAINST |
Split 1 FOR, 4 AGAINST |
| KUEHNE + NAGEL INTERNATIONAL AG | May 6, 2026 | Transact Other Business (Voting) Corporate Governance |
Other | Not determined | AGAINST 2 funds |
Split 3 AGAINST, 3 ABSTAIN |
| KUWAIT FINANCE HOUSE (K.S.C.) | March 30, 2026 | Approve Special Report in Financial and Non-Financial Penalties Corporate Governance |
Other | For | Split 8 FOR, 2 AGAINST |
FOR 1 fund |
| Kobayashi Pharmaceutical Co., Ltd. | March 27, 2026 | Amend Articles to Appoint Outside Director as Chairman of the Board Corporate Governance |
Other | Against | AGAINST 5 funds |
Split 1 FOR, 1 AGAINST |
| Kobayashi Pharmaceutical Co., Ltd. | March 27, 2026 | Appoint Shareholder Statutory Auditor Nominee Kawaguchi, Hitoshi Audit-related |
Other | Not determined | ABSTAIN 5 funds |
Split 1 AGAINST, 1 ABSTAIN |
| Kotobuki Spirits Co., Ltd. | June 25, 2026 | Amend Articles to Authorize Board to Determine Income Allocation Corporate Governance |
Other | For | Split 2 FOR, 6 AGAINST |
Split 1 FOR, 1 AGAINST |
| Kusuri No Aoki Holdings Co., Ltd. | August 19, 2025 | Remove Incumbent Director Aoki, Hironori Director Elections |
Other | Against | Split 3 FOR, 3 AGAINST |
AGAINST 2 funds |
| Kusuri No Aoki Holdings Co., Ltd. | August 19, 2025 | Remove Incumbent Director Aoki, Takanori Director Elections |
Other | Against | Split 3 FOR, 3 AGAINST |
AGAINST 2 funds |
| Kyocera Corp. | June 25, 2026 | Appoint Shareholder Director Nominee Okamura, Kotaro Director Elections |
Other | Against | Split 14 FOR, 1 AGAINST |
Split 4 FOR, 4 AGAINST |
| Kyocera Corp. | June 25, 2026 | Appoint Shareholder Director and Audit Committee Member Okamura, Kotaro Director Elections |
Other | Against | Split 14 FOR, 1 AGAINST |
Split 4 FOR, 4 AGAINST |
| Kyocera Corp. | June 25, 2026 | Initiate Share Repurchase Program Capital Structure |
Other | Against | Split 1 FOR, 14 AGAINST |
Split 4 FOR, 4 AGAINST |
| Kyocera Corp. | June 25, 2026 | Remove Incumbent Director Yamaguchi, Goro Director Elections |
Other | Against | Split 14 FOR, 1 AGAINST |
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 | Split 2 FOR, 27 AGAINST |
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 47 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 | Split 1 FOR, 46 AGAINST |
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 39 funds |
Split 16 FOR, 3 AGAINST |
| LEONARDO S.P.A. | May 7, 2026 | Slate 1 Submitted by Ministry of Economy and Finance Director Elections |
Other | None | Split 2 FOR, 12 AGAINST |
AGAINST 7 funds |
| LEONARDO S.P.A. | May 7, 2026 | Slate 2 Submitted by Institutional Investors (Assogestioni) Corporate Governance |
Other | None | Split 12 FOR, 2 AGAINST |
FOR 7 funds |
| 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 20 funds |
Split 1 FOR, 6 AGAINST |
| LIFEMD, INC. | June 12, 2026 | To authorize the Chairman of the Board to adjourn the Annual Meeting to a later date, if necessary or appropriate, including for purposes of soliciting additional votes in favor of any or all of the proposals or for purposes of establishing a quorum. (Proposal 4). Corporate Governance |
Other | For | FOR 12 funds |
Split 6 FOR, 1 AGAINST |
| LIFEWAY FOODS, INC. | December 29, 2025 | TO CONSIDER A NON-BINDING SHAREHOLDER PROPOSAL REGARDING FORMATION OF A COMMITTEE OF THE BOARD TO CONDUCT REVIEWS OF THE COMPANY'S MANAGEMENT, THE COMPANY'S STRATEGIC PLAN AND THE COMPANY'S STRATEGIC ALTERNATIVES. Corporate Governance |
Other | Contested | AGAINST 7 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 7 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 | Split 1 FOR, 18 AGAINST |
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 48 funds |
Split 5 FOR, 4 AGAINST |
| LIVEONE, INC. | September 8, 2025 | Approve an adjournment of the Annual Meeting to a later date or time, if necessary, to permit further solicitation and vote of proxies if there are not sufficient votes at the time of the Annual Meeting to approve any of the proposals presented for a vote at the Annual Meeting. Corporate Governance |
Other | For | Split 4 FOR, 2 AGAINST |
FOR 1 fund |
| LOCALIZA RENT A CAR SA | April 30, 2026 | Elect Ricardo Carvalho Giambroni as Fiscal Council Member and Rosangela Costa Suffert as Alternate Appointed by PREVI - Caixa de Previdencia dos Funcionarios do Banco do Brasil Corporate Governance |
Other | None | Split 9 FOR, 11 ABSTAIN |
FOR 1 fund |
| LONGFOR GROUP HOLDINGS LIMITED | June 18, 2026 | Approve Amendments to the Existing Articles of Association and Adopt New Articles of Association Corporate Governance |
Other | For | Split 12 FOR, 2 AGAINST |
FOR 1 fund |
| LONZA GROUP AG | May 8, 2026 | Transact Other Business (Voting) Corporate Governance |
Other | Not determined | AGAINST 3 funds |
Split 4 AGAINST, 1 ABSTAIN |
| LOTUS BAKERIES NV | May 12, 2026 | APPROVE DISCHARGE OF DIRECTORS Director Elections |
Other | For | FOR 12 funds |
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 12 funds |
Split 3 FOR, 3 AGAINST |
| LOWE'S COMPANIES, INC. | May 29, 2026 | Shareholder Proposal requesting an independent board chairman. Corporate Governance |
Other | Against | AGAINST 76 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 35 funds |
Split 7 FOR, 2 AGAINST |
| LPP SA | July 11, 2025 | Approve Discharge of Jagoda Piechocka (Supervisory Board Member) Corporate Governance |
Other | For | Split 3 FOR, 9 AGAINST |
FOR 1 fund |
| LPP SA | July 11, 2025 | Approve Discharge of Piotr Piechocki (Supervisory Board Member) Corporate Governance |
Other | For | Split 3 FOR, 9 AGAINST |
FOR 1 fund |
| 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 | Split 23 FOR, 1 AGAINST |
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 | Split 28 FOR, 12 AGAINST |
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 39 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 39 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 | Split 38 FOR, 1 AGAINST |
Split 8 FOR, 8 AGAINST |
| Lenovo Group Limited | July 17, 2025 | Amend Articles of Association and Adopt New Articles of Association Corporate Governance |
Other | For | Split 11 FOR, 2 AGAINST |
FOR 2 funds |
| Logisnext Co., Ltd. | April 9, 2026 | Amend Articles to Change Company Name - Decrease Authorized Capital - Delete Language Authorizing Board to Determine Share Buybacks Corporate Governance |
Other | For | FOR 1 fund |
Split 1 FOR, 1 AGAINST |
| MACQUARIE GROUP LIMITED | July 24, 2025 | Approve the Climate Risk Exposure and Management Disclosures Environment or Climate |
Other | Against | Split 3 FOR, 18 AGAINST |
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 6 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 | Split 1 FOR, 17 AGAINST |
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 36 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 | Split 1 FOR, 17 AGAINST |
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 101 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 11 funds |
Split 4 FOR, 1 ABSTAIN |
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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.