Home › Asset managers › Compare 2025-2026 › State Street vs Charles Schwab
State Street 2025-2026 · Charles Schwab 2025-2026 · Download the item list (CSV)
| Common items | Same | Differ | Split (not in %) | Same position | Fund-level | |
|---|---|---|---|---|---|---|
| All ballot items | 14,243 | 13,080 | 1,065 | 98 | 92.5% | 92.1% |
| Board proposals | 13,313 | 12,412 | 829 | 72 | 93.7% | 93.4% |
| E&S shareholder proposals | 144 | 131 | 10 | 3 | 92.9% | 93.0% |
| Other items | 786 | 537 | 226 | 23 | 70.4% | 69.9% |
Everything Voted differently Split votes
All ballot items Board proposals E&S shareholder proposals Other items
1,163 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 | State Street | Charles Schwab |
|---|---|---|---|---|---|---|
| THERMON GROUP HOLDINGS, INC. | May 27, 2026 | To approve the adjournment of the Thermon special meeting, if necessary or appropriate, to solicit additional proxies if there are not sufficient votes to adopt the merger agreement at the time of the Thermon special meeting. Corporate Governance |
Other | For | AGAINST 5 funds |
FOR 4 funds |
| TIPTREE INC. | December 3, 2025 | A proposal to approve one or more adjournments of the special meeting, if necessary, to solicit additional proxies, in the event that there are insufficient votes to approve the Merger Proposal. Corporate Governance |
Other | For | AGAINST 3 funds |
FOR 4 funds |
| TOPBUILD CORP. | June 29, 2026 | Approval of the adjournment of the TopBuild stockholder meeting, if necessary or appropriate, to solicit additional proxies if there are not sufficient votes to adopt the merger agreement at the time of the TopBuild stockholder meeting. Corporate Governance |
Other | For | AGAINST 11 funds |
FOR 13 funds |
| TRADEWEB MARKETS INC. | May 19, 2026 | To approve an amendment to the Amended and Restated Certificate of Incorporation to limit the liability of certain officers as permitted by Delaware law and make certain other clarifying changes. Director Elections |
Other | For | FOR 10 funds |
AGAINST 13 funds |
| TRAEGER INC. | March 2, 2026 | 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 Proposal 1. Corporate Governance |
Other | For | AGAINST 2 funds |
FOR 2 funds |
| TRANSUNION | May 12, 2026 | Advisory vote on a stockholder proposal requesting a stockholder right to call a special meeting. Shareholder Rights and Defenses |
Other | Against | FOR 13 funds |
AGAINST 11 funds |
| TREEHOUSE FOODS, INC. | January 29, 2026 | Approval of the adjournment of the Special Meeting to a later date or dates, if necessary or appropriate, including to solicit additional proxies if there are insufficient votes at the time of the Special Meeting to approve the proposal to adopt the Merger Agreement. Corporate Governance |
Other | For | AGAINST 9 funds |
FOR 7 funds |
| TRI POINTE HOMES, INC. | April 16, 2026 | To adjourn this special meeting to a later date or time, if necessary or appropriate, including to ensure that any necessary supplement or amendment to the proxy statement accompanying this proxy card is provided to the Company's stockholders a reasonable amount of time in advance of the special meeting, or to solicit additional proxies to approve the proposal to adopt the Merger Agreement if there are insufficient votes to adopt the Merger Agreement at the time of the special meeting. Corporate Governance |
Other | For | AGAINST 11 funds |
FOR 7 funds |
| TRUECAR, INC. | December 22, 2025 | To approve one or more adjournments of the Special Meeting, if necessary, to solicit additional proxies if a quorum is not present or there are not sufficient votes cast at the Special Meeting to approve the Merger Proposal (the ''Adjournment Proposal''). Corporate Governance |
Other | For | AGAINST 3 funds |
FOR 2 funds |
| TXNM ENERGY, INC. | August 28, 2025 | Approve one or more adjournments of the special meeting, if necessary or appropriate, to solicit additional proxies if there are insufficient votes at the time of the special meeting to approve the merger agreement. Corporate Governance |
Other | For | AGAINST 9 funds |
FOR 7 funds |
| UDEMY, INC. | April 9, 2026 | To approve one or more adjournments of the Special Meeting of Stockholders to a later date or time, if deemed necessary or appropriate, including adjournments to permit the solicitation of additional votes or proxies if there are not sufficient votes cast at the Special Meeting of Stockholders to approve the Udemy Merger Proposal. Corporate Governance |
Other | For | AGAINST 4 funds |
FOR 3 funds |
| ULTA BEAUTY, INC. | June 9, 2026 | To approve an amendment to our Certificate of Incorporation, as amended, to add specified forum selection provisions. Shareholder Rights and Defenses |
Other | For | FOR 21 funds |
AGAINST 14 funds |
| UNIFIRST CORPORATION | June 11, 2026 | To adjourn the special meeting of UniFirst shareholders to a later date or dates, if necessary or appropriate, to solicit additional proxies if, immediately prior to such adjournment, there are not sufficient votes at the time of the UniFirst special meeting to approve the UniFirst merger proposal or to ensure any supplement or amendment to the joint proxy statement/prospectus is timely provided to holders of UniFirst common stock (the ''UniFirst adjournment proposal''). Corporate Governance |
Other | For | AGAINST 11 funds |
FOR 7 funds |
| UNIQURE N.V. | June 10, 2026 | Resolution to adopt the amendment to the Articles of Association to include a federal forum selection provision. Shareholder Rights and Defenses |
Other | For | FOR 3 funds |
AGAINST 3 funds |
| UNIQURE N.V. | June 10, 2026 | Resolution to adopt the amendment to the Articles of Association to reflect Dutch large company regime. Corporate Governance |
Other | For | AGAINST 3 funds |
FOR 3 funds |
| UNITED RENTALS, INC. | May 8, 2026 | Stockholder Proposal on Directors Who Fail to Obtain a Majority Vote Corporate Governance |
Other | Against | AGAINST 25 funds |
FOR 13 funds |
| UNUSUAL MACHINES INC. | December 19, 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 | AGAINST 1 fund |
FOR 1 fund |
| Union Pacific Corporation | November 14, 2025 | proposal to adjourn the Union Pacific special meeting from time to time, if necessary or appropriate, to solicit additional proxies in the event there are not sufficient votes at the time of the Union Pacific special meeting to approve the share issuance proposal, which proposal is referred to as the Union Pacific adjournment proposal. Corporate Governance |
Other | For | AGAINST 23 funds |
FOR 14 funds |
| VEECO INSTRUMENTS INC. | February 6, 2026 | To approve the adjournment of the special meeting, if necessary or appropriate, to solicit additional proxies if there are insufficient votes at the time of the special meeting to approve the Merger Agreement Proposal or to ensure that any supplement or amendment to the joint proxy statement/prospectus is timely provided to stockholders. Corporate Governance |
Other | For | AGAINST 12 funds |
FOR 4 funds |
| VENTYX BIOSCIENCES, INC. | March 3, 2026 | To adjourn the special meeting 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 | AGAINST 2 funds |
FOR 3 funds |
| VERINT SYSTEMS INC. | November 18, 2025 | Approval of the adjournment or postponement of the Special Meeting to a later date or dates, if necessary or appropriate, to solicit additional proxies if there are insufficient votes virtually or by proxy to approve the proposal to adopt the Merger Agreement at the time of the Special Meeting. Corporate Governance |
Other | For | AGAINST 5 funds |
FOR 8 funds |
| VERIS RESIDENTIAL, INC. | May 21, 2026 | To adjourn the special meeting to a later date or time if necessary or appropriate to ensure that any necessary supplement or amendment to the accompanying proxy statement is provided to Company stockholders a reasonable amount of time in advance of the special meeting or to solicit additional proxies in favor of the Merger Proposal if there are insufficient votes at the time of the special meeting to approve the Merger Proposal. Corporate Governance |
Other | For | AGAINST 13 funds |
FOR 9 funds |
| VERU INC. | July 25, 2025 | To approve the adjournment of the Special Meeting if necessary or appropriate in the view of our Board of Directors, including to solicit additional proxies if there are not sufficient votes at the time of the Special Meeting to approve Proposal 1. Corporate Governance |
Other | For | AGAINST 2 funds |
FOR 2 funds |
| VIMEO, INC. | November 19, 2025 | To approve the adjournment of the special meeting of Vimeo stockholders to a later date if necessary or appropriate, to solicit additional proxies if there are insufficient votes to adopt the merger proposal at the then-scheduled date and time of the special meeting of Vimeo stockholders. Corporate Governance |
Other | For | AGAINST 5 funds |
FOR 3 funds |
| VIPER ENERGY, INC. | May 19, 2026 | The approval of an amendment to the Company's certificate of incorporation to provide that stockholders holding at least 20% of the voting power, determined on a net long basis, continuously for at least one year, may call special meetings of stockholders, and other immaterial changes. Shareholder Rights and Defenses |
Other | For | FOR 12 funds |
AGAINST 7 funds |
| VIVID SEATS INC. | July 21, 2025 | Approval of the adjournment of the Special Meeting to a later date or dates, if necessary, to solicit additional proxies if there are insufficient votes to approve Proposal No. 1. Corporate Governance |
Other | For | AGAINST 3 funds |
FOR 2 funds |
| WALGREENS BOOTS ALLIANCE, INC. | July 11, 2025 | To adjourn the Special Meeting, from time to time, to a later date or dates if necessary or appropriate, including adjournments to solicit additional proxies if there are insufficient votes at the time of the Special Meeting to approve the Merger Agreement Proposal (the "Adjournment Proposal"). Corporate Governance |
Other | For | AGAINST 18 funds |
FOR 14 funds |
| WEATHERFORD INTERNATIONAL PLC | June 11, 2026 | To approve an amendment to the Weatherford-Ireland Articles so that any Weatherford-Ireland ordinary shares that are issued on or after the Voting Record Time to persons other than Weatherford-US or its nominee(s) will either be subject to the terms of the Scheme of Arrangement or will be immediately and automatically acquired by Weatherford-US and/or its nominee(s) for the Scheme Consideration (as defined in the Scheme of Arrangement). Corporate Governance |
Other | For | FOR 12 funds |
AGAINST 8 funds |
| WIDEOPENWEST, INC. | December 3, 2025 | To adjourn the special meeting of the stockholders of the Company (the "Special Meeting"), from time to time, 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 | AGAINST 3 funds |
FOR 6 funds |
| WILLIS LEASE FINANCE CORPORATION | June 23, 2026 | Approve the adjournment of the Annual Meeting if necessary or appropriate in the view of the Board of Directors to permit further solicitation and voting of proxies if there are insufficient votes at the time of the Annual Meeting to approve Proposal 2 (regarding the approval of an amendment of the Company's Certificate of Incorporation). Corporate Governance |
Other | For | AGAINST 4 funds |
FOR 4 funds |
| WK KELLOGG CO | September 19, 2025 | The Adjournment Proposal - To approve one or more adjournments of the special meeting, if necessary, to solicit additional proxies if a quorum is not present or there are not sufficient votes cast at the special meeting to approve the Merger Proposal. Corporate Governance |
Other | For | AGAINST 10 funds |
FOR 7 funds |
| Waters Corporation | January 27, 2026 | To approve the adjournment of the Special Meeting, if necessary, (a) to solicit additional proxies in the event there are not sufficient votes at the time of the Special Meeting to approve the Share Issuance Proposal, (b) if there are insufficient shares of Waters Common Stock represented (either in person via the Internet or by proxy) to constitute a quorum necessary to conduct business at the Special Meeting, or (c) to allow reasonable time for the filing or mailing of any supplemental or amended disclosures that the Company has determined, based on the advice of outside legal counsel, are reasonably likely to be required under applicable law and for such supplemental or amended disclosures to be disseminated and reviewed by the Company's stockholders. Corporate Governance |
Other | For | AGAINST 21 funds |
FOR 15 funds |
| XCF GLOBAL, INC. | March 6, 2026 | To authorize an adjournment of the meeting to a later date or dates, if necessary or appropriate, to solicit additional proxies if there are not sufficient votes in favor of Proposal 1 Corporate Governance |
Other | For | AGAINST 2 funds |
FOR 1 fund |
| ZIMVIE INC. | October 10, 2025 | A proposal to approve any adjournment of the special meeting for the purpose of soliciting additional proxies if there are insufficient votes at the special meeting to approve Proposal 1. Corporate Governance |
Other | For | AGAINST 3 funds |
FOR 7 funds |
| ZSPACE, INC. | October 15, 2025 | Approval of an amendment to our Amended and Restated Certificate of Incorporation to allow for stockholder action by written consent. Shareholder Rights and Defenses |
Other | For | AGAINST 1 fund |
FOR 1 fund |
| ZSPACE, INC. | October 15, 2025 | Approval of the adjournment of the annual meeting to a later date or dates, if necessary or appropriate, to permit further solicitation and voting of proxies in the event that there are insufficient votes for, or otherwise in connection with, the approval of any of the above proposals. Corporate Governance |
Other | For | AGAINST 1 fund |
FOR 1 fund |
| 1-800-FLOWERS.COM, INC. | December 10, 2025 | To approve an amendment to the 2003 Long Term Incentive and Share Award Plan to increase the authorized shares. Compensation |
Board | For | AGAINST 2 funds |
FOR 6 funds |
| ACADIAN ASSET MANAGEMENT INC. | June 11, 2026 | Election of Directors: Andrew Kim Director Elections |
Board | For | FOR 9 funds |
AGAINST 8 funds |
| ACCENTURE PLC | January 28, 2026 | Appointment of the following nominees to the Board of Directors: Arun Sarin Director Elections |
Board | For | AGAINST 29 funds |
FOR 14 funds |
| ACCO BRANDS CORPORATION | May 19, 2026 | Approval of an amendment to the 2022 ACCO Brands Corporation Incentive Plan to increase the number of shares available for future grant and eliminate fungible share counting provisions with respect to new awards. Compensation |
Board | For | AGAINST 2 funds |
FOR 7 funds |
| ACM Research, Inc. | June 10, 2026 | Election of Directors: Haiping Dun Director Elections |
Board | For | WITHHOLD 9 funds |
FOR 5 funds |
| ACME UNITED CORPORATION | April 27, 2026 | Approval of an amendment to the 2022 Employee Stock Option Plan to increase the number of shares authorized for issuance as described in the Proxy Statement. Compensation |
Board | For | AGAINST 2 funds |
FOR 2 funds |
| ADTRAN Holdings, Inc. | July 24, 2025 | Election of Directors: Balan Nair Director Elections |
Board | For | FOR 4 funds |
AGAINST 5 funds |
| ADTRAN Holdings, Inc. | July 24, 2025 | Election of Directors: Jacqueline H. Rice Director Elections |
Board | For | AGAINST 4 funds |
FOR 5 funds |
| ADVANCED FLOWER CAPITAL INC. | November 6, 2025 | To approve the application of the reduced asset coverage requirements in Section 61 (a)(2) of the 1940 Act to the Company, which would permit the Company to increase the maximum amount of leverage that it would otherwise be permitted to incur by reducing the asset coverage requirement applicable to the Company from 200% to 150%. Investment Company Matters |
Board | For | FOR 2 funds |
AGAINST 1 fund |
| AGENUS INC. | June 16, 2026 | To approve an amendment to our Amended and Restated 2019 Equity Incentive Plan to increase the aggregate shares available for issuance by 5,000,000 shares. Compensation |
Board | For | AGAINST 1 fund |
FOR 1 fund |
| AGENUS INC. | June 16, 2026 | To approve, in a non-binding advisory vote, the compensation of the Company's named executive officers for 2025 (Say-on-Pay). Say-on-Pay |
Board | For | FOR 2 funds |
AGAINST 2 funds |
| AGILON HEALTH, INC. | June 2, 2026 | Approval, by advisory vote, of the compensation paid to the Company's named executive officers. Say-on-Pay |
Board | For | FOR 6 funds |
AGAINST 8 funds |
| AIRGAIN INC | June 10, 2026 | To consider and vote upon, on an advisory basis, the compensation of our named executive officers as disclosed in this proxy statement pursuant to the compensation disclosure rules of the Securities and Exchange Commission. Say-on-Pay |
Board | For | FOR 1 fund |
AGAINST 2 funds |
| AIRSCULPT TECHNOLOGIES, INC. | May 12, 2026 | Election of Directors: Kenneth Higgins Director Elections |
Board | For | FOR 2 funds |
AGAINST 3 funds |
| AKAMAI TECHNOLOGIES, INC. | May 13, 2026 | Election of Directors: Janaki Akella Director Elections |
Board | For | FOR 19 funds |
AGAINST 14 funds |
| ALKERMES PLC | May 20, 2026 | To approve the Alkermes plc 2018 Stock Option and Incentive Plan, as amended. Compensation |
Board | For | AGAINST 10 funds |
FOR 8 funds |
| ALPHABET INC. | June 5, 2026 | Advisory vote to approve compensation awarded to named executive officers Say-on-Pay |
Board | For | FOR 37 funds |
AGAINST 19 funds |
| ALT5 Sigma Corporation | February 27, 2026 | To ratify the appointment of LJ Soldinger Associates, LLC ("Soldinger"), as the Company's independent registered public accounting firm for fiscal year 2025; and Audit-related |
Board | For | FOR 1 fund |
AGAINST 2 funds |
| ALTA EQUIPMENT GROUP INC. | May 29, 2026 | To approve the First Amendment to Alta Equipment Group, Inc 2020 Omnibus Incentive Plan Compensation |
Board | For | AGAINST 2 funds |
FOR 2 funds |
| AMBARELLA, INC. | June 26, 2026 | To approve an amendment and restatement of the Ambarella, Inc. 2021 Equity Incentive Plan. Compensation |
Board | For | FOR 7 funds |
AGAINST 5 funds |
| AMC ENTERTAINMENT HOLDINGS, INC. | December 10, 2025 | Say on Pay - An advisory vote to approve the compensation of named executive officers. Say-on-Pay |
Board | For | FOR 7 funds |
AGAINST 8 funds |
| AMC GLOBAL MEDIA INC. | June 16, 2026 | Vote on Proposal to Approve the Company's Amended and Restated 2011 Stock Plan for Non-Employee Directors Compensation |
Board | For | AGAINST 3 funds |
FOR 8 funds |
| AMENTUM HOLDINGS, INC | February 6, 2026 | Advisory vote to approve the Company's named executive officer compensation. Say-on-Pay |
Board | For | AGAINST 15 funds |
FOR 12 funds |
| AMERICAN INTEGRITY INSURANCE GROUP, INC. | June 11, 2026 | To elect one Class I director to serve until the Company's 2029 annual meeting of stockholders and until such director's successor shall have been duly elected and qualified or until such director's earlier death, resignation or removal; Steven Smathers Director Elections |
Board | For | FOR 2 funds |
AGAINST 3 funds |
| AMERICAN WELL CORP (AMWELL) | June 16, 2026 | To approve, on an advisory basis, the compensation paid to the Company's named executive officers as disclosed in executive compensation and the related compensation tables and narrative disclosure in the Company's proxy statement Say-on-Pay |
Board | For | FOR 1 fund |
WITHHOLD 1 fund |
| AMETEK, INC. | May 7, 2026 | Election of Directors for a term of three years: Gretchen W. McClain Director Elections |
Board | For | AGAINST 21 funds |
FOR 13 funds |
| AMN HEALTHCARE SERVICES, INC. | May 1, 2026 | To approve, by non-binding advisory vote, the compensation paid to our named executive officers. Say-on-Pay |
Board | For | FOR 15 funds |
AGAINST 8 funds |
| ANIKA THERAPEUTICS, INC. | June 18, 2026 | Approval of the Amendment to the Anika Therapeutics, Inc. 2017 Omnibus Incentive Plan. Compensation |
Board | For | AGAINST 3 funds |
FOR 4 funds |
| APA CORPORATION | May 21, 2026 | Advisory vote to approve the compensation of APA's named executive officers Say-on-Pay |
Board | For | AGAINST 25 funds |
FOR 17 funds |
| APPLIED INDUSTRIAL TECHNOLOGIES, INC. | October 21, 2025 | Election of Directors: Mary Dean Hall Director Elections |
Board | For | FOR 13 funds |
WITHHOLD 12 funds |
| APPLIED OPTOELECTRONICS, INC. | June 4, 2026 | To approve the 2026 equity incentive plan. Compensation |
Board | For | FOR 6 funds |
AGAINST 4 funds |
| APPLOVIN CORPORATION | June 3, 2026 | Approval, on an advisory basis, of the compensation of our named executive officers. Say-on-Pay |
Board | For | AGAINST 28 funds |
FOR 14 funds |
| ARBOR REALTY TRUST, INC. | May 20, 2026 | Advisory vote to approve the compensation of Arbor Realty Trust, Inc.'s named executive officers as disclosed in the proxy statement. Say-on-Pay |
Board | For | FOR 12 funds |
AGAINST 8 funds |
| ARCHER AVIATION INC. | June 26, 2026 | Approval, on a non-binding advisory basis, of the compensation of our named executive officers. Say-on-Pay |
Board | For | FOR 8 funds |
AGAINST 7 funds |
| ARCUS BIOSCIENCES, INC. | June 11, 2026 | To ratify the appointment by the Audit Committee of the Board of Directors of Ernst & Young LLP as the independent registered public accounting firm of Arcus Biosciences for its fiscal year ending December 31, 2026. Audit-related |
Board | For | FOR 11 funds |
AGAINST 5 funds |
| ARDELYX, INC | June 16, 2026 | To approve the amendment to the Amended and Restated 2014 Equity Incentive Award Plan, or the Restated Plan, to increase the maximum number of shares of common stock that may be delivered pursuant to awards granted under the Restated Plan by 9,000,000 shares. Compensation |
Board | For | AGAINST 5 funds |
FOR 5 funds |
| ARISTA NETWORKS, INC. | May 29, 2026 | Approval, on an advisory basis, of the compensation of our named executive officers. Say-on-Pay |
Board | For | FOR 29 funds |
AGAINST 15 funds |
| ARRAY DIGITAL INFRASTRUCTURE, INC. | May 19, 2026 | Election of Directors: H. J. Harczak, Jr. Director Elections |
Board | For | FOR 2 funds |
WITHHOLD 6 funds |
| ARROWHEAD PHARMACEUTICALS, INC. | March 19, 2026 | Advisory Vote to Approve Executive Compensation. Say-on-Pay |
Board | For | FOR 15 funds |
AGAINST 6 funds |
| ASANA, INC. | June 8, 2026 | Approval, on an advisory basis, of the compensation of the Company's named executive officers ("Say-on-Pay"). Say-on-Pay |
Board | For | FOR 10 funds |
AGAINST 6 funds |
| AST SPACEMOBILE, INC. | November 21, 2025 | To approve the Amended and Restated AST SpaceMobile, Inc. 2024 Incentive Award Plan to increase the number of shares of the Company's Class A Common Stock available for issuance thereunder and to extend the term of the plan. Compensation |
Board | For | FOR 5 funds |
AGAINST 10 funds |
| AST SPACEMOBILE, INC. | June 12, 2026 | To approve the non-binding advisory resolution on the compensation paid to the Company's named executive officers. Say-on-Pay |
Board | For | AGAINST 13 funds |
FOR 11 funds |
| ATI INC. | May 14, 2026 | Election of Directors: David J. Morehouse Director Elections |
Board | For | WITHHOLD 12 funds |
FOR 11 funds |
| AUTONATION, INC. | April 28, 2026 | Advisory vote to approve named executive officer compensation. Say-on-Pay |
Board | For | AGAINST 15 funds |
FOR 13 funds |
| AVITA MEDICAL, INC. | June 3, 2026 | To approve, for the purpose of ASX Listing Rule 7.1A and all other purposes, the issue of Equity Securities (as defined in ASX Listing Rule 19.2) up to 10% of the issued capital (at the time of issuance) of the Company, calculated in accordance with ASX Listing Rule 7.1A.2, and on the terms and conditions set forth in this Proxy Statement. Capital Structure |
Board | For | AGAINST 3 funds |
FOR 2 funds |
| AXIS CAPITAL HOLDINGS LIMITED | May 14, 2026 | Election of Directors: W. Marston Becker Director Elections |
Board | For | AGAINST 7 funds |
FOR 8 funds |
| Acuren Corporation | July 31, 2025 | Election of Directors: James E. Lillie Director Elections |
Board | For | AGAINST 2 funds |
FOR 3 funds |
| AdvanSix Inc. | June 22, 2026 | Election of Directors: Patrick S. Williams Director Elections |
Board | For | AGAINST 3 funds |
FOR 7 funds |
| Air Products and Chemicals, Inc. | January 28, 2026 | Election of Directors: Tonit M. Calaway Director Elections |
Board | For | FOR 20 funds |
AGAINST 12 funds |
| Alignment Healthcare, Inc. | June 4, 2026 | Election of Directors: David Hodgson Director Elections |
Board | For | WITHHOLD 5 funds |
FOR 4 funds |
| Allogene Therapeutics, Inc. | June 18, 2026 | Election of Directors: Owen Witte, M.D. Director Elections |
Board | For | WITHHOLD 4 funds |
FOR 4 funds |
| Alta Equipment Group Inc. | May 29, 2026 | Election of Directors: Andrew Studdert Director Elections |
Board | For | FOR 2 funds |
WITHHOLD 2 funds |
| Amneal Pharmaceuticals, Inc. | May 6, 2026 | Election of Directors: John Kiely Director Elections |
Board | For | AGAINST 8 funds |
FOR 8 funds |
| Apartment Investment and Management Company | February 6, 2026 | Compensation Proposal. To approve, on a non-binding, advisory basis, the specified compensation that may be paid or become payable to Aimco's named executive officers in connection with the Plan of Sale and Liquidation. Say-on-Pay |
Board | For | AGAINST 11 funds |
FOR 6 funds |
| AptarGroup, Inc. | May 6, 2026 | Election of Directors: Candace Matthews Director Elections |
Board | For | AGAINST 13 funds |
FOR 12 funds |
| Arcus Biosciences, Inc. | June 11, 2026 | Election of Directors: David Lacey, M.D. Director Elections |
Board | For | WITHHOLD 11 funds |
FOR 5 funds |
| Arcus Biosciences, Inc. | June 11, 2026 | Election of Directors: Dietmar Berger, M.D., Ph.D. Director Elections |
Board | For | FOR 11 funds |
WITHHOLD 5 funds |
| Arcus Biosciences, Inc. | June 11, 2026 | Election of Directors: Johanna Mercier Director Elections |
Board | For | FOR 11 funds |
WITHHOLD 5 funds |
| Ares Management Corporation | June 8, 2026 | Election of Directors: Antony P. Ressler Director Elections |
Board | For | AGAINST 16 funds |
FOR 16 funds |
| Ares Management Corporation | June 8, 2026 | Election of Directors: Dr. Judy D. Olian Director Elections |
Board | For | AGAINST 16 funds |
FOR 16 funds |
| Ares Management Corporation | June 8, 2026 | Election of Directors: Michael Lynton Director Elections |
Board | For | AGAINST 16 funds |
FOR 16 funds |
| Ares Management Corporation | June 8, 2026 | Election of Directors: Paul G. Joubert Director Elections |
Board | For | AGAINST 16 funds |
FOR 16 funds |
| Arrowhead Pharmaceuticals, Inc. | March 19, 2026 | Election of Directors: Michael S. Perry Director Elections |
Board | For | FOR 12 funds |
AGAINST 5 funds |
| Ascent Industries Co. | June 10, 2026 | Election of Directors: Benjamin Rosenzweig Director Elections |
Board | For | FOR 2 funds |
AGAINST 2 funds |
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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.