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Equitable vs Jackson National: how alike they voted, 2023-2024

93.9% When both took a single position, they voted the same way on 93.9% of 10,754 items (10,096 the same, 658 different). 2,594 items where at least one of them split its funds are listed separately below. Both voted on 13,348 items in all.

Equitable 2023-2024 · Jackson National 2023-2024 · 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 items	Same	Differ	Split (not in %)	Same position	Fund-level
All ballot items	13,348	10,096	658	2,594	93.9%	85.6%
Board proposals	10,828	8,111	642	2,075	92.7%	84.0%
E&S shareholder proposals	276	83	5	188	94.3%	78.9%
Other items	2,244	1,902	11	331	99.4%	94.3%

Where they did not vote alike

Everything Voted differently Split votes

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

5 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	Jackson National
BIGLARI HOLDINGS INC.	April 17, 2024	To approve The Accountability Board, Inc. shareholder proposal, if properly presented at the Annual Meeting. Other	Shareholder (E&S)	Against	ABSTAIN 1 fund	AGAINST 2 funds
GAMESTOP CORP.	June 17, 2024	To consider and vote on the stockholder proposal requesting a Board of Directors skills and diversity matrix, if properly presented at the annual meeting. Diversity, Equity, and Inclusion	Shareholder (E&S)	Against	FOR 8 funds	AGAINST 4 funds
PREFORMED LINE PRODUCTS CO.	May 7, 2024	To vote on shareholder proposal requesting that the Board of Directors prepare a report by January 2025, at reasonable expense and omitting proprietary information, on steps the Company is taking to enhance board diversity; and Diversity, Equity, and Inclusion	Shareholder (E&S)	Against	FOR 8 funds	AGAINST 2 funds
WARNER BROS. DISCOVERY INC.	June 3, 2024	To vote on a stockholder proposal entitled, "Report on Use of AI", if properly presented Other Social Issues	Shareholder (E&S)	Against	ABSTAIN 1 fund	AGAINST 7 funds
WARRIOR MET COAL INC.	April 25, 2024	STOCKHOLDER PROPOSAL: To adopt a resolution urging the Board of Directors to commission and oversee an assessment of the Company's respect for the internationally recognized human rights of freedom of association and collective bargaining. Human Rights or Human Capital/workforce	Shareholder (E&S)	Contested	FOR 6 funds	AGAINST 9 funds

← All 20 managers, 2023-2024

How items are matched and positions counted: see the comparison table and the methodology. Built October 18, 2026 from SEC Form N-PX filings.