Home › Asset managers › Compare 2025-2026 › Dimensional vs Brighthouse
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”.
Dimensional 2025-2026 · Brighthouse 2025-2026 · Download the item list (CSV)
| Common items | Same | Differ | Split (not in %) | Same position | Fund-level | |
|---|---|---|---|---|---|---|
| All ballot items | 66,015 | 54,529 | 856 | 10,630 | 98.5% | 92.7% |
| Board proposals | 57,500 | 46,867 | 799 | 9,834 | 98.3% | 92.5% |
| E&S shareholder proposals | 173 | 0 | 1 | 172 | 0.0% | 39.7% |
| Other items | 8,342 | 7,662 | 56 | 624 | 99.3% | 95.6% |
Everything Voted differently Split votes
All ballot items Board proposals E&S shareholder proposals Other items
624 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 | Dimensional | Brighthouse |
|---|---|---|---|---|---|---|
| A.P. MOELLER - MAERSK A/S | March 25, 2026 | Approve Proposal Regarding Disclosure of Human Rights Due Diligence Processes Human Rights or Human Capital/workforce |
Other | Against | AGAINST 5 funds |
Split 1 AGAINST, 1 ABSTAIN |
| A.P. MOELLER - MAERSK A/S | March 25, 2026 | Approve Proposal Regarding Discontinuation of Transportation of Arms Other Social Issues |
Other | Against | AGAINST 5 funds |
Split 1 AGAINST, 1 ABSTAIN |
| A.P. MOELLER - MAERSK A/S | March 25, 2026 | Approve Proposal Regarding ESG Criteria in Executive Performance and Compensation Compensation |
Other | Against | AGAINST 5 funds |
Split 1 AGAINST, 1 ABSTAIN |
| A.P. MOELLER - MAERSK A/S | March 25, 2026 | Proposal Regarding Disclosure of Human Rights Due Diligence Processes Human Rights or Human Capital/workforce |
Other | Against | AGAINST 5 funds |
Split 1 AGAINST, 1 ABSTAIN |
| AAON, INC. | May 12, 2026 | Proposal to amend the Company's Articles of Incorporation to increase the maximum size of the Board from nine to eleven directors. Director Elections |
Other | For | FOR 5 funds |
Split 4 FOR, 2 ABSTAIN |
| ABB AG | March 19, 2026 | APPROVE SUSTAINABILITY REPORT (NON-BINDING) Other Social Issues |
Other | For | FOR 3 funds |
Split 1 FOR, 2 ABSTAIN |
| ABBVIE INC. | May 8, 2026 | Stockholder Proposal - to Adopt a Policy to Require an Independent Chair Corporate Governance |
Other | Against | AGAINST 6 funds |
Split 8 FOR, 2 AGAINST, 4 ABSTAIN |
| ACCIONA SA | June 24, 2026 | Approve Non-Financial Information Statement Other Social Issues |
Other | For | FOR 4 funds |
Split 2 FOR, 1 ABSTAIN |
| ACCOR SA | May 27, 2026 | Approve Auditors' Special Report on Related-Party Transactions Audit-related |
Other | For | AGAINST 3 funds |
Split 2 FOR, 4 AGAINST |
| ACS, ACTIVIDADES DE CONSTRUCCION Y SERVICIOS SA | May 7, 2026 | Approve Non-Financial Information Statement Other Social Issues |
Other | For | FOR 3 funds |
Split 1 FOR, 2 ABSTAIN |
| ADOBE INC. | April 15, 2026 | Stockholder Proposal Regarding Vote on Golden Parachutes. Compensation |
Other | Against | AGAINST 6 funds |
Split 4 AGAINST, 7 ABSTAIN |
| ADTRAN HOLDINGS, INC. | May 13, 2026 | Vote to approve the amendment of the Company's Amended and Restated Certificate of Incorporation to limit the liability of certain officers as permitted by Delaware law and to make certain other changes to Section 7.1 thereof. Director Elections |
Other | For | FOR 5 funds |
Split 2 FOR, 1 ABSTAIN |
| ADVANCED MICRO DEVICES, INC. | May 13, 2026 | Stockholder proposal requesting changes to the stockholder right to call a special meeting. Shareholder Rights and Defenses |
Other | Against | AGAINST 7 funds |
Split 6 FOR, 3 AGAINST, 6 ABSTAIN |
| AENA SME SA | April 16, 2026 | ADVISORY VOTE ON COMPANY'S 2025 UPDATED REPORT ON CLIMATE ACTION PLAN Environment or Climate |
Other | For | AGAINST 3 funds |
Split 2 FOR, 2 ABSTAIN |
| AENA SME SA | April 16, 2026 | APPROVE NON-FINANCIAL INFORMATION STATEMENT Other Social Issues |
Other | For | FOR 3 funds |
Split 2 FOR, 2 ABSTAIN |
| AFLAC INCORPORATED | May 4, 2026 | Independent Board Chairman Corporate Governance |
Other | Against | AGAINST 7 funds |
Split 1 FOR, 4 AGAINST, 1 ABSTAIN |
| AGCO CORPORATION | April 23, 2026 | Stockholder proposal regarding giving stockholders an ability to call for a special stockholder meeting, if properly presented at the meeting. Shareholder Rights and Defenses |
Other | Against | AGAINST 8 funds |
Split 4 FOR, 1 AGAINST, 2 ABSTAIN |
| AGILON HEALTH, INC. | March 17, 2026 | Approval of the adjournment of the Special Meeting to a later date or dates, if necessary, to permit further solicitation and vote of proxies in the event there are not sufficient votes in favor of the Amendment Proposal. Corporate Governance |
Other | For | FOR 1 fund |
Split 2 FOR, 1 ABSTAIN |
| AIR LEASE CORPORATION | December 18, 2025 | Proposal 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 Proposal (the ''Adjournment Proposal''). Corporate Governance |
Other | For | FOR 8 funds |
Split 2 FOR, 2 ABSTAIN |
| AKAMAI TECHNOLOGIES, INC. | May 13, 2026 | To adjourn the Annual Meeting to a later date or dates, if necessary, to solicit additional proxies to establish a quorum if there are insufficient votes to adopt any proposal (other than Proposal 8). Corporate Governance |
Other | For | AGAINST 7 funds |
Split 1 FOR, 4 AGAINST, 2 ABSTAIN |
| AKAMAI TECHNOLOGIES, INC. | May 13, 2026 | To approve an Amended and Restated Certificate of Incorporation to authorize certain stockholders to call a special meeting of stockholders. Shareholder Rights and Defenses |
Other | For | FOR 7 funds |
Split 5 FOR, 2 ABSTAIN |
| AKERO THERAPEUTICS, INC | December 2, 2025 | To approve the adjournment of the Special Meeting, if necessary or appropriate, to solicit additional proxies if there are not sufficient votes in favor of the adoption of the Merger Agreement at the time of the Special Meeting. Corporate Governance |
Other | Contested | FOR 5 funds |
Split 4 FOR, 1 ABSTAIN |
| ALBEMARLE CORPORATION | May 5, 2026 | Shareholder Proposal regarding shareholders ability to call for a special shareholder meeting. Corporate Governance |
Other | Against | AGAINST 8 funds |
Split 3 FOR, 3 ABSTAIN |
| ALCON SA | April 30, 2026 | Approve Non-Financial Report (Non-Binding) Other Social Issues |
Other | For | FOR 5 funds |
Split 3 FOR, 1 ABSTAIN |
| ALIGHT, INC. | June 10, 2026 | To approve an amendment to the Alight Charter to provide for the elimination of certain officers' personal liability for monetary damages stemming from breaches of the duty of care as permitted by Section 102(b)(7) of the General Corporation Law of the State of Delaware. Director Elections |
Other | For | FOR 4 funds |
Split 1 FOR, 1 AGAINST |
| ALIGN TECHNOLOGY, INC. | May 20, 2026 | Ratification of Special Meeting Provision in our Bylaws Shareholder Rights and Defenses |
Other | For | AGAINST 8 funds |
Split 1 FOR, 4 AGAINST, 4 ABSTAIN |
| ALLY FINANCIAL INC. | May 6, 2026 | Shareholder Proposal to Reduce Threshold for Shareholders to Call Special Meetings. Shareholder Rights and Defenses |
Other | Against | AGAINST 9 funds |
Split 4 FOR, 3 ABSTAIN |
| ALPHABET INC. | June 5, 2026 | Shareholder proposal regarding equal shareholder voting Shareholder Rights and Defenses |
Other | Against | FOR 5 funds |
Split 14 FOR, 2 AGAINST, 8 ABSTAIN |
| ALTIMMUNE INC. | September 25, 2025 | Approve the authorization to adjourn the Annual Meeting, if necessary or appropriate, to solicit additional proxies in favor of the foregoing proposals if there are not sufficient votes to approve the proposals. Corporate Governance |
Other | For | AGAINST 4 funds |
Split 1 AGAINST, 1 ABSTAIN |
| ALTIMMUNE INC. | April 16, 2026 | Approve the authorization to adjourn the Annual Meeting, if necessary or appropriate, to solicit additional proxies in favor of the foregoing proposals if there are not sufficient votes to approve the proposals. Corporate Governance |
Other | For | FOR 5 funds |
Split 1 FOR, 1 ABSTAIN |
| AMADEUS IT GROUP S.A | June 2, 2026 | Approve Non-Financial Information Statement Other Social Issues |
Other | For | FOR 3 funds |
Split 1 FOR, 1 ABSTAIN |
| AMAZON.COM, INC. | May 20, 2026 | SHAREHOLDER PROPOSAL REQUESTING A MANDATORY INDEPENDENT BOARD CHAIR POLICY Corporate Governance |
Other | Against | AGAINST 7 funds |
Split 14 AGAINST, 8 ABSTAIN |
| AMERICAN AIRLINES GROUP INC. | June 10, 2026 | A proposal to amend our Restated Certificate of Incorporation to limit the liability of our officers as permitted by Delaware law Director Elections |
Other | For | FOR 4 funds |
Split 3 FOR, 1 ABSTAIN |
| AMERICAN AIRLINES GROUP INC. | June 10, 2026 | Advisory vote on stockholder proposal for stockholder right to act by written consent, if properly presented Shareholder Rights and Defenses |
Other | Against | AGAINST 4 funds |
Split 3 FOR, 1 ABSTAIN |
| AMERICAN AIRLINES GROUP INC. | June 10, 2026 | Advisory vote on stockholder proposal regarding cumulative voting for Board elections, if properly presented Shareholder Rights and Defenses |
Other | Against | AGAINST 4 funds |
Split 3 AGAINST, 1 ABSTAIN |
| AMERICAN EXPRESS COMPANY | May 5, 2026 | Shareholder proposal regarding political bias risk oversight. Corporate Governance |
Other | Against | AGAINST 6 funds |
Split 5 AGAINST, 9 ABSTAIN |
| AMERICAN WATER WORKS COMPANY, INC. | May 13, 2026 | Approval of an amendment to the American Water Works Company, Inc. Restated Certificate of Incorporation to provide for officer exculpation. Director Elections |
Other | For | FOR 5 funds |
Split 5 FOR, 1 AGAINST, 3 ABSTAIN |
| AMERICOLD REALTY TRUST, INC. | May 18, 2026 | Advisory Vote on Shareholder Proposal Regarding Director Removal With or Without Cause. Corporate Governance |
Other | Against | FOR 1 fund |
Split 1 FOR, 1 ABSTAIN |
| AMGEN INC. | May 19, 2026 | Stockholder proposal to require an independent board chairman. Corporate Governance |
Other | Against | AGAINST 6 funds |
Split 3 FOR, 5 AGAINST, 7 ABSTAIN |
| AMRIZE AG | April 21, 2026 | Advisory vote on the Non-Financial Matters Report for fiscal year 2025 Other |
Other | For | FOR 5 funds |
Split 3 FOR, 1 ABSTAIN |
| AMUNDI SA | June 2, 2026 | APPROVE REPORT ON PROGRESS OF COMPANY'S CLIMATE TRANSITION PLAN (ADVISORY) Environment or Climate |
Other | For | AGAINST 4 funds |
Split 1 FOR, 1 ABSTAIN |
| ANALOG DEVICES, INC. | March 11, 2026 | To consider a shareholder proposal, if properly presented at the Annual Meeting. Shareholder Rights and Defenses |
Other | Against | AGAINST 7 funds |
Split 5 FOR, 2 AGAINST, 4 ABSTAIN |
| ANGLO AMERICAN PLC | April 29, 2026 | Approve 2026-2028 Transition Plan Environment or Climate |
Other | For | AGAINST 5 funds |
Split 2 FOR, 1 ABSTAIN |
| ANZ GROUP HOLDINGS LIMITED | December 18, 2025 | Approve Customer Transition Approach and Climate Commitments Environment or Climate |
Other | Against | AGAINST 5 funds |
Split 2 AGAINST, 1 ABSTAIN |
| ANZ GROUP HOLDINGS LIMITED | December 18, 2025 | Approve Disclosure of Financed Deforestation Environment or Climate |
Other | Against | AGAINST 5 funds |
Split 2 AGAINST, 1 ABSTAIN |
| ANZ GROUP HOLDINGS LIMITED | December 18, 2025 | Approve Strategy to Eliminate Financed Deforestation Environment or Climate |
Other | Against | AGAINST 5 funds |
Split 2 AGAINST, 1 ABSTAIN |
| APA Group | October 22, 2025 | Approve Climate Risk Safeguarding Environment or Climate |
Other | Against | AGAINST 3 funds |
Split 2 AGAINST, 1 ABSTAIN |
| APA Group | October 22, 2025 | Approve Climate Transition Plan Environment or Climate |
Other | For | AGAINST 3 funds |
Split 2 FOR, 1 ABSTAIN |
| APA Group | October 22, 2025 | Approve Key Partner Due Diligence Human Rights or Human Capital/workforce |
Other | Against | AGAINST 3 funds |
Split 2 AGAINST, 1 ABSTAIN |
| APPLIED OPTOELECTRONICS, INC. | June 4, 2026 | To approve an adjournment of the Annual Meeting to a later date or dates, if necessary or appropriate, to permit further solicitation and vote of proxies in the event that there are insufficient votes for, or otherwise in connection with, one or more of the other proposals to be voted on at the Annual Meeting. Corporate Governance |
Other | For | FOR 4 funds |
Split 3 FOR, 1 ABSTAIN |
| APPLIED OPTOELECTRONICS, INC. | June 4, 2026 | To approve the amendment of our Amended and Restated Certificate of Incorporation, as amended, to clarify the voting standard that applies to certain future amendments. Corporate Governance |
Other | For | FOR 4 funds |
Split 3 FOR, 1 ABSTAIN |
| APPLOVIN CORPORATION | June 3, 2026 | Approval of an amendment to our amended and restated certificate of incorporation to provide for officer exculpation as permitted by Delaware law. Director Elections |
Other | For | AGAINST 6 funds |
Split 2 FOR, 6 AGAINST, 3 ABSTAIN |
| APPLOVIN CORPORATION | June 3, 2026 | Stockholder proposal regarding disclosure of voting results by class of shares, if properly presented at the meeting. Shareholder Rights and Defenses |
Other | Against | FOR 6 funds |
Split 5 FOR, 3 AGAINST, 3 ABSTAIN |
| ARROW ELECTRONICS, INC. | May 12, 2026 | Shareholder proposal to provide shareholders with the ability to call a special shareholder meeting at a 10% ownership threshold. Shareholder Rights and Defenses |
Other | Against | AGAINST 8 funds |
Split 2 FOR, 2 ABSTAIN |
| ASBURY AUTOMOTIVE GROUP, INC. | May 4, 2026 | Stockholder proposal regarding special stockholder meetings. Shareholder Rights and Defenses |
Other | Against | AGAINST 8 funds |
Split 2 FOR, 3 AGAINST, 1 ABSTAIN |
| ASSURANT, INC. | May 21, 2026 | Stockholder proposal regarding action by written consent. Shareholder Rights and Defenses |
Other | Against | AGAINST 8 funds |
Split 5 FOR, 1 AGAINST, 1 ABSTAIN |
| ASTRIA THERAPEUTICS, INC. | January 21, 2026 | To approve one or more adjournments of the Special Meeting to a later date or dates if there are not sufficient votes for adoption of the Merger Proposal on the date on which the Special Meeting is held. Corporate Governance |
Other | For | FOR 6 funds |
Split 1 FOR, 1 ABSTAIN |
| AT&T INC. | May 14, 2026 | Approve Amendment to Restated Certificate of Incorporation to Provide for Officer Exculpation Director Elections |
Other | For | FOR 6 funds |
Split 5 FOR, 1 AGAINST, 6 ABSTAIN |
| AT&T INC. | May 14, 2026 | Shareholder Right to Act by Written Consent Shareholder Rights and Defenses |
Other | Against | AGAINST 6 funds |
Split 4 FOR, 2 AGAINST, 6 ABSTAIN |
| ATMOS ENERGY CORPORATION | February 4, 2026 | Proposal to amend the Articles to clarify the indemnification provisions. Director Elections |
Other | For | FOR 5 funds |
Split 7 FOR, 3 ABSTAIN |
| ATMOS ENERGY CORPORATION | February 4, 2026 | Proposal to amend the Articles to limit the liability of certain officers as permitted by Texas and Virginia law. Director Elections |
Other | For | FOR 5 funds |
Split 7 FOR, 3 ABSTAIN |
| ATMOS ENERGY CORPORATION | February 4, 2026 | Proposal to amend the Articles to provide for plurality voting in the event of a contested election. Corporate Governance |
Other | For | FOR 5 funds |
Split 7 FOR, 3 ABSTAIN |
| ATMOS ENERGY CORPORATION | February 4, 2026 | Proposal to amend the Articles to remove obsolete provisions and make certain other clarifying, technical, and conforming changes. Corporate Governance |
Other | For | FOR 5 funds |
Split 7 FOR, 3 ABSTAIN |
| AUTODESK, INC. | June 17, 2026 | Approval of an amendment of our Amended and Restated Certificate of Incorporation to provide for officer exculpation as permitted by Delaware law. Director Elections |
Other | For | FOR 5 funds |
Split 4 FOR, 4 AGAINST, 4 ABSTAIN |
| AUTODESK, INC. | June 17, 2026 | Stockholder proposal requesting amendment to stockholder special meeting right. Shareholder Rights and Defenses |
Other | Against | AGAINST 5 funds |
Split 8 FOR, 4 ABSTAIN |
| AUTONATION, INC. | April 28, 2026 | Adoption of stockholder proposal regarding independent board chairman. Corporate Governance |
Other | Against | AGAINST 7 funds |
Split 2 AGAINST, 1 ABSTAIN |
| AVERY DENNISON CORPORATION | April 30, 2026 | Vote on stockholder proposal for an independent Board Chairman, if properly presented during the meeting. Corporate Governance |
Other | Against | AGAINST 7 funds |
Split 5 FOR, 1 AGAINST, 2 ABSTAIN |
| AVIDITY BIOSCIENCES, INC. | February 26, 2026 | To adjourn the Special Meeting, if necessary, desirable or appropriate or to solicit additional proxies if, at the time of the Special Meeting, there are an insufficient number of votes in favor of adopting the Merger Agreement and the Separation Agreement. Corporate Governance |
Other | For | FOR 1 fund |
Split 3 FOR, 1 ABSTAIN |
| AVIS BUDGET GROUP, INC. | May 20, 2026 | To vote, on an advisory basis, on a shareholder proposal to request that the Board of Directors take each step necessary so that each voting standard in our charter and bylaws that calls for a greater than simple majority vote be replaced by the applicable majority vote standard and to adjourn the applicable shareholder meeting, for up to 2 weeks, if the shareholder vote at such meeting fails to obtain the required 80% vote on the date of such meeting. Corporate Governance |
Other | Against | FOR 4 funds |
Split 3 FOR, 1 ABSTAIN |
| AVIVA PLC | May 6, 2026 | Approve Climate-Related Financial Disclosures Environment or Climate |
Other | For | AGAINST 5 funds |
Split 2 FOR, 1 ABSTAIN |
| AVOLTA AG | May 6, 2026 | Approve Non-Financial Report Other Social Issues |
Other | For | FOR 3 funds |
Split 2 FOR, 2 ABSTAIN |
| AXCELIS TECHNOLOGIES, 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 to adopt the Axcelis Share Issuance Proposal. Corporate Governance |
Other | For | FOR 9 funds |
Split 3 FOR, 1 AGAINST |
| Airbnb, Inc. | June 5, 2026 | Dual-class sunset; and Shareholder Rights and Defenses |
Other | Against | FOR 5 funds |
Split 5 FOR, 1 AGAINST |
| Alimentation Couche-Tard Inc. | September 3, 2025 | SP 6: Disclose an Emissions Reduction Strategy Environment or Climate |
Other | Against | AGAINST 4 funds |
Split 1 FOR, 1 AGAINST |
| BANCO BILBAO VIZCAYA ARGENTARIA SA | March 19, 2026 | Approve Non-Financial Information Statement Other Social Issues |
Other | For | FOR 4 funds |
Split 4 FOR, 2 ABSTAIN |
| BANCO COMERCIAL PORTUGUES, SA | May 7, 2026 | Elect Directors for 2026-2029 Term, Including Audit Committee Director Elections |
Other | None | FOR 2 funds |
Split 1 FOR, 1 AGAINST |
| BANCO DE SABADELL SA | May 5, 2026 | Approve Non-Financial Information Statement Other Social Issues |
Other | For | FOR 4 funds |
Split 1 FOR, 2 ABSTAIN |
| BANCO SANTANDER SA | March 26, 2026 | Approve Non-Financial Information Statement Other Social Issues |
Other | For | FOR 3 funds |
Split 2 FOR, 2 ABSTAIN |
| BANK OF AMERICA CORPORATION | May 4, 2026 | Shareholder proposal requesting independent board chair Corporate Governance |
Other | Against | AGAINST 7 funds |
Split 6 FOR, 3 AGAINST, 5 ABSTAIN |
| BANKINTER, SA | March 26, 2026 | Approve Non-Financial Information Statement Other Social Issues |
Other | For | FOR 3 funds |
Split 2 FOR, 1 ABSTAIN |
| BANQUE CANTONALE VAUDOISE | April 30, 2026 | APPROVE NON-FINANCIAL REPORT Other Social Issues |
Other | For | FOR 2 funds |
Split 2 FOR, 1 ABSTAIN |
| BAXTER INTERNATIONAL INC. | May 5, 2026 | Approval of Amendment to the Baxter International Inc. Amended and Restated Certificate of Incorporation to Amend Board Size Corporate Governance |
Other | For | FOR 8 funds |
Split 3 FOR, 1 AGAINST, 2 ABSTAIN |
| BELIMO HOLDING AG | March 23, 2026 | Approve Non-Financial Report (Non-Binding) Other Social Issues |
Other | For | FOR 1 fund |
Split 2 FOR, 1 ABSTAIN |
| BIO-RAD LABORATORIES, INC. | April 21, 2026 | Stockholder proposal regarding dual class capital structure. Shareholder Rights and Defenses |
Other | Against | FOR 8 funds |
Split 2 FOR, 1 ABSTAIN |
| BIO-TECHNE CORP | October 30, 2025 | To set the number of Directors at nine. Corporate Governance |
Other | For | FOR 7 funds |
Split 6 FOR, 3 ABSTAIN |
| BJ'S WHOLESALE CLUB HOLDINGS, INC. | June 18, 2026 | Vote on a shareholder proposal regarding adopting a majority voting standard, if properly presented at the meeting. Shareholder Rights and Defenses |
Other | Against | AGAINST 6 funds |
Split 1 FOR, 4 AGAINST, 3 ABSTAIN |
| BKW AG | April 28, 2026 | Approve Non-Financial Report Corporate Governance |
Other | For | FOR 2 funds |
Split 2 FOR, 1 ABSTAIN |
| BLACKLINE, INC. | May 7, 2026 | The stockholder proposal regarding the declassification of the Board of Directors if properly presented at the Annual Meeting of Shareholders. Shareholder Rights and Defenses |
Other | For | FOR 5 funds |
Split 4 FOR, 1 ABSTAIN |
| BLACKROCK, INC. | May 20, 2026 | Amendment of the BlackRock Finance, Inc. Certificate of Incorporation to remove the pass-through voting provision. Corporate Governance |
Other | For | FOR 7 funds |
Split 8 FOR, 1 ABSTAIN |
| BLOCK, INC. | June 16, 2026 | STOCKHOLDER PROPOSAL REGARDING ESTABLISHING A BOARD-LEVEL TECHNOLOGY COMMITTEE, IF PROPERLY PRESENTED AT THE ANNUAL MEETING. Corporate Governance |
Other | Against | AGAINST 6 funds |
Split 5 AGAINST, 5 ABSTAIN |
| BLOOM ENERGY CORPORATION | May 21, 2026 | To approve an amendment to our Restated Certificate of Incorporation to provide for officer exculpation as permitted by Delaware law. Director Elections |
Other | For | FOR 3 funds |
Split 5 FOR, 1 AGAINST, 3 ABSTAIN |
| BLUE BIRD CORPORATION | March 11, 2026 | To approve an amendment to our certificate of incorporation to provide for limitation of liability of certain officers for certain breaches of fiduciary duty as permitted under Delaware law. Director Elections |
Other | For | FOR 7 funds |
Split 3 FOR, 2 AGAINST, 1 ABSTAIN |
| BOOKING HOLDINGS INC. | June 2, 2026 | Amendment of the Company's certificate of incorporation to provide for the exculpation of officers. Director Elections |
Other | For | FOR 5 funds |
Split 6 FOR, 2 AGAINST, 7 ABSTAIN |
| BORGWARNER INC. | April 29, 2026 | Vote on stockholder proposal regarding action by written consent. Shareholder Rights and Defenses |
Other | Against | AGAINST 9 funds |
Split 5 AGAINST, 6 ABSTAIN |
| BOSTON SCIENTIFIC CORPORATION | April 30, 2026 | Stockholder proposal titled "Give Shareholders the Ability to Call for a Special Shareholder Meeting." Corporate Governance |
Other | Against | AGAINST 7 funds |
Split 7 FOR, 1 AGAINST |
| BOSTON SCIENTIFIC CORPORATION | April 30, 2026 | To amend our Certificate of Incorporation and By-Laws to permit stockholders holding 25% of our common stock to call a special meeting of stockholders. Shareholder Rights and Defenses |
Other | For | FOR 7 funds |
Split 8 FOR, 7 ABSTAIN |
| BOSTON SCIENTIFIC CORPORATION | April 30, 2026 | To amend our Certificate of Incorporation to provide for exculpation of certain officers as permitted by Delaware law. Director Elections |
Other | For | FOR 7 funds |
Split 8 FOR, 7 ABSTAIN |
| BRAZE, INC. | June 30, 2026 | To approve an amendment to our Amended and Restated Certificate of Incorporation to provide for the exculpation of officers as permitted by recent amendments to Delaware law. Director Elections |
Other | For | FOR 1 fund |
Split 2 FOR, 1 ABSTAIN |
| BRIGHTHOUSE FINANCIAL, INC. | February 12, 2026 | To approve the adjournment of the Special Meeting to a later date or dates, if necessary or appropriate, to solicit additional proxies if there are not sufficient votes at the time of the Special Meeting to approve the Merger Proposal. Corporate Governance |
Other | For | FOR 9 funds |
Split 3 FOR, 1 ABSTAIN |
| BRISTOL-MYERS SQUIBB COMPANY | May 5, 2026 | Shareholder Proposal on the Adoption of a Board Policy that the Chairperson of the Board be an Independent Director Corporate Governance |
Other | Against | AGAINST 8 funds |
Split 1 FOR, 6 AGAINST, 6 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.