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

93.8% When both took a single position, they voted the same way on 93.8% of 26,003 items (24,386 the same, 1,617 different). 4,210 items where at least one of them split its funds are listed separately below. Both voted on 30,213 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”.

JPMorgan 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 30,21324,3861,617 4,21093.8%88.5%
Board proposals 24,15119,1441,472 3,53592.9%87.8%
E&S shareholder proposals 13700 137n/a40.7%
Other items 5,9255,242145 53897.3%92.5%

Where they did not vote alike

Everything Voted differently Split votes

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

4,210 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 recommendedJPMorganBrighthouse
AIRBNB INC June 5, 2026 Oversight of risks relating to digital services
Other Social Issues
Shareholder (E&S) Against AGAINST
4 funds
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
4 funds
Split
2 AGAINST, 3 ABSTAIN
AIRBNB INC June 5, 2026 Report on risks of politicized divestments.
Other Social Issues
Shareholder (E&S) Against AGAINST
4 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 AGAINST
5 funds
Split
3 FOR, 4 ABSTAIN
ALPHABET INC. June 5, 2026 Shareholder proposal regarding AI Board oversight
Corporate Governance
Shareholder (E&S) Against Split
1 FOR, 23 AGAINST
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
1 FOR, 23 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
1 FOR, 23 AGAINST
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 AGAINST
24 funds
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 AGAINST
24 funds
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
24 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, 23 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
24 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
1 FOR, 23 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
35 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
35 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
1 FOR, 34 AGAINST
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
25 funds
Split
5 AGAINST, 9 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 AGAINST
4 funds
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
7 funds
Split
1 FOR, 3 AGAINST, 5 ABSTAIN
AT&T INC. May 14, 2026 EEO-1 Report Disclosure Policy
Human Rights or Human Capital/workforce
Shareholder (E&S) Against FOR
30 funds
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 AGAINST
5 funds
Split
1 AGAINST, 2 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
29 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 AGAINST
25 funds
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
16 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
16 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 AGAINST
13 funds
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 AGAINST
13 funds
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
1 fund
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 AGAINST
26 funds
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 AGAINST
26 funds
Split
6 AGAINST, 9 ABSTAIN
CHARTER COMMUNICATIONS, INC. April 21, 2026 Stockholder proposal regarding political expenditures report.
Other Social Issues
Shareholder (E&S) Against FOR
16 funds
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
15 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
15 funds
Split
5 AGAINST, 3 ABSTAIN
COLGATE-PALMOLIVE COMPANY May 8, 2026 Stockholder proposal entitled "Remove DEI from Board Candidate Considerations."
Corporate Governance
Shareholder (E&S) Against AGAINST
4 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
3 funds
Split
4 AGAINST, 5 ABSTAIN
CUMMINS INC. May 12, 2026 Shareholder proposal requesting a report on the Company's charitable support.
Corporate Governance
Shareholder (E&S) Against AGAINST
8 funds
Split
4 AGAINST, 6 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
5 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
11 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
5 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 FOR
7 funds
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
14 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
8 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, 25 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 FOR
7 funds
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
14 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 AGAINST
7 funds
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
18 funds
Split
4 AGAINST, 8 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 FOR
5 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 AGAINST
16 funds
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
16 funds
Split
5 AGAINST, 10 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 AGAINST
5 funds
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 AGAINST
17 funds
Split
1 FOR, 4 AGAINST, 7 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
3 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 FOR
1 fund
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
9 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
9 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
17 funds
Split
2 AGAINST, 4 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
17 funds
Split
4 AGAINST, 7 ABSTAIN
JPMORGAN CHASE & CO. May 19, 2026 Lobbying alignment
Other Social Issues
Shareholder (E&S) Against AGAINST
2 funds
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
2 funds
Split
6 AGAINST, 10 ABSTAIN
JPMORGAN CHASE & CO. May 19, 2026 Sustainability ROI report
Environment or Climate
Shareholder (E&S) Against AGAINST
2 funds
Split
6 AGAINST, 10 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 Split
1 FOR, 37 AGAINST
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 Split
1 FOR, 37 AGAINST
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 AGAINST
27 funds
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 AGAINST
27 funds
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 AGAINST
27 funds
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
41 funds
Split
2 FOR, 4 AGAINST, 9 ABSTAIN
META PLATFORMS, INC. May 27, 2026 A shareholder proposal regarding report on AI data usage oversight.
Other Social Issues
Shareholder (E&S) Against AGAINST
41 funds
Split
4 FOR, 2 AGAINST, 9 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 AGAINST
41 funds
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 AGAINST
41 funds
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 AGAINST
41 funds
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 AGAINST
41 funds
Split
11 AGAINST, 11 ABSTAIN
MICROSOFT CORPORATION December 5, 2025 Report on AI Data Usage Oversight
Corporate Governance
Shareholder (E&S) Against Split
2 FOR, 37 AGAINST
Split
9 AGAINST, 8 ABSTAIN
MICROSOFT CORPORATION December 5, 2025 Report on Risks of Censorship in Generative Artificial Intelligence
Corporate Governance
Shareholder (E&S) Against AGAINST
39 funds
Split
14 AGAINST, 11 ABSTAIN
MONDELEZ INTERNATIONAL, INC. May 20, 2026 Shareholder proposal requesting a report on objective evaluation of plastics packaging policies
Corporate Governance
Shareholder (E&S) Against AGAINST
29 funds
Split
4 AGAINST, 5 ABSTAIN
Microsoft Corporation December 5, 2025 Human Rights Risk Assessment
Human Rights or Human Capital/workforce
Shareholder (E&S) Against AGAINST
39 funds
Split
1 FOR, 2 AGAINST
Microsoft Corporation December 5, 2025 Report on Risks of Operating in Countries with Significant Human Rights Concerns
Human Rights or Human Capital/workforce
Shareholder (E&S) Against Split
2 FOR, 37 AGAINST
Split
1 FOR, 2 AGAINST
NETFLIX, INC. June 4, 2026 Stockholder proposal entitled, "ESG ROI Report," if properly presented at the meeting.
Environment or Climate
Shareholder (E&S) Against AGAINST
24 funds
Split
8 AGAINST, 2 ABSTAIN
NETFLIX, INC. June 4, 2026 Stockholder proposal entitled, "Report on Politicized Brand Misalignment," if properly presented at the meeting.
Other Social Issues
Shareholder (E&S) Against AGAINST
24 funds
Split
8 AGAINST, 2 ABSTAIN
NEXTERA ENERGY, INC. May 21, 2026 A proposal entitled "Paris Agreement Alignment" requesting NextEra Energy publish a report describing if and how the Company plans to reduce its total contribution to climate change and align its operations and investments with the Paris Agreement's goal of maintaining global temperatures well below 2 degrees Celsius, and ideally, 1.5 degrees Celsius.
Environment or Climate
Shareholder (E&S) Against AGAINST
35 funds
Split
2 FOR, 2 AGAINST, 1 ABSTAIN
NEXTERA ENERGY, INC. May 21, 2026 A proposal entitled "Report on Net Zero Business Performance Risks" requesting the Board of Directors of NextEra Energy prepare a report within the next year, evaluating the potential costs and benefits to NextEra Energy created by aggressive emission reduction policies.
Environment or Climate
Shareholder (E&S) Against AGAINST
35 funds
Split
4 AGAINST, 1 ABSTAIN
NVIDIA CORPORATION June 24, 2026 Approval of a non-binding stockholder proposal requesting a report on faith-based community resource groups.
Corporate Governance
Shareholder (E&S) Against Split
1 FOR, 34 AGAINST
Split
10 AGAINST, 11 ABSTAIN
NVIDIA CORPORATION June 24, 2026 Approval of a non-binding stockholder proposal requesting a report on workforce civil liberties.
Corporate Governance
Shareholder (E&S) Against Split
1 FOR, 34 AGAINST
Split
10 AGAINST, 11 ABSTAIN
NVIDIA CORPORATION June 24, 2026 Approval of a non-binding stockholder proposal requesting reporting on greenhouse gas emissions from the use of our sold products.
Environment or Climate
Shareholder (E&S) Against Split
1 FOR, 34 AGAINST
Split
2 FOR, 8 AGAINST, 11 ABSTAIN
NVR, INC. May 7, 2026 Shareholder proposal to disclose greenhouse gas emissions.
Environment or Climate
Shareholder (E&S) Against AGAINST
6 funds
Split
2 FOR, 6 ABSTAIN
O'REILLY AUTOMOTIVE, INC. May 14, 2026 Shareholder proposal entitled "Avoid Brand Damage due to Corporate Political Spending."
Other Social Issues
Shareholder (E&S) Against AGAINST
12 funds
Split
2 FOR, 4 AGAINST, 2 ABSTAIN
OTIS WORLDWIDE CORPORATION May 27, 2026 Shareholder proposal regarding reporting on political contributions and expenditures
Other Social Issues
Shareholder (E&S) Against AGAINST
8 funds
Split
3 FOR, 1 AGAINST, 5 ABSTAIN
PALANTIR TECHNOLOGIES INC. June 3, 2026 Stockholder proposal entitled "Human Rights Impact Assessment," if properly presented at the Annual Meeting.
Human Rights or Human Capital/workforce
Shareholder (E&S) Against AGAINST
20 funds
Split
3 AGAINST, 1 ABSTAIN
PALANTIR TECHNOLOGIES INC. June 3, 2026 Stockholder proposal entitled "Independent Report on Due Diligence Process," if properly presented at the Annual Meeting.
Human Rights or Human Capital/workforce
Shareholder (E&S) Against AGAINST
20 funds
Split
3 AGAINST, 1 ABSTAIN
PALANTIR TECHNOLOGIES INC. June 3, 2026 Stockholder proposal entitled "Political Spending Disclosure," if properly presented at the Annual Meeting.
Other Social Issues
Shareholder (E&S) Against FOR
20 funds
Split
3 FOR, 1 ABSTAIN
PAYPAL HOLDINGS, INC. May 19, 2026 Stockholder Proposal - Policy on Provision of Services in Conflict Zones.
Human Rights or Human Capital/workforce
Shareholder (E&S) Against AGAINST
3 funds
Split
2 AGAINST, 2 ABSTAIN
PEPSICO, INC. May 6, 2026 Shareholder Proposal - Report Evaluating the Treatment of Animals within Supply Chain.
Other Social Issues
Shareholder (E&S) Against AGAINST
28 funds
Split
8 AGAINST, 6 ABSTAIN
PEPSICO, INC. May 6, 2026 Shareholder Proposal - Report on Human Rights Oversight.
Human Rights or Human Capital/workforce
Shareholder (E&S) Against AGAINST
28 funds
Split
1 FOR, 7 AGAINST, 6 ABSTAIN
PHILIP MORRIS INTERNATIONAL INC. May 6, 2026 Shareholder Proposal to issue a report on filter cleanup costs and extended producer responsibility laws for filters
Environment or Climate
Shareholder (E&S) Against AGAINST
31 funds
Split
1 FOR, 8 AGAINST, 10 ABSTAIN
PILGRIM'S PRIDE CORPORATION April 29, 2026 A stockholder proposal to provide a political spending disclosure.
Other Social Issues
Shareholder (E&S) Against FOR
5 funds
Split
1 FOR, 3 ABSTAIN
PILGRIM'S PRIDE CORPORATION April 29, 2026 A stockholder proposal to provide a report regarding internal diversity and inclusion policies and practices.
Human Rights or Human Capital/workforce
Shareholder (E&S) Against AGAINST
5 funds
Split
1 AGAINST, 3 ABSTAIN
S&P GLOBAL INC. May 20, 2026 Vote on a shareholder proposal to issue a report on the Company's charitable support;
Corporate Governance
Shareholder (E&S) Against AGAINST
3 funds
Split
5 AGAINST, 4 ABSTAIN
SHOPIFY INC. June 16, 2026 Shareholder Proposal Vote on the shareholder proposal, as disclosed in the Management Information Circular for the Meeting.
Corporate Governance
Shareholder (E&S) Against AGAINST
12 funds
Split
1 FOR, 6 AGAINST
SKYWEST, INC. May 5, 2026 A shareholder proposal regarding collective bargaining policy.
Human Rights or Human Capital/workforce
Shareholder (E&S) Against AGAINST
6 funds
Split
1 FOR, 1 AGAINST, 4 ABSTAIN
SKYWORKS SOLUTIONS, INC. May 13, 2026 To approve a stockholder proposal regarding greenhouse gas emission reduction efforts report.
Environment or Climate
Shareholder (E&S) Against AGAINST
11 funds
Split
2 AGAINST, 4 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.