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Form N-PX · institutional managerSEC filer no. 1802647

Orion Portfolio Solutions, LLC

institutional manager voting report

Vote records reported
2,821year to 30 June 2024
Against management
14.8%419 of 2,828 marked votes
Say-on-pay support
84.1%for, of for + against + abstain
Shareholder-proposal support
not reportednot reported by managers
72.6% for13.7% against13.7% other14.8% against management2,828 votes

foragainstabstain, withhold or otheramber tick: the portion cast against management

For the year to 30 June 2024, Orion Portfolio Solutions, LLC reported 2,821 vote records on Form N-PX. 419 of the 2,828 votes that were marked for or against management went against management: 14.8%, 7.4 percentage points above the median institutional manager (7.4%).

Weighted by the number of shares voted, the against-management share is 10.9%. The two figures differ when the votes against management fall on larger or smaller holdings than the rest.

On pay and on shareholder proposals: it voted for 84.1% of the section 14A say-on-pay items it reported (the median institutional manager: 91.2%).

By category, votes against management were most frequent in SECTION 14A SAY-ON-PAY VOTES (14.8% of 2,828).

Compared with other filers

Each rate is defined once, in the methodology. The median is taken over 2,487 institutional managers with at least 25 vote records in the season.

year to 30 June 2024This filerMedian institutional managerAll filers pooled
Against-management share14.8%7.4%10.2%
Say-on-pay support rate84.1%91.2%84.6%
Shareholder-proposal support ratenot reported33.3%37.0%
Shares on loan, share of shares held0.00%0.00%0.08%
Largest families, year to 30 June 2026Against managementSay-on-pay supportShareholder-proposal support
Vanguard20.1%94.1%42.0%
BlackRock and iShares7.5%88.3%11.9%
Fidelity6.0%94.7%27.6%
Dimensional16.4%78.9%57.4%
State Street and SPDR16.9%77.1%50.4%

Of the 2,821 vote records in this filing, 2,821 carry something the form does not expect: a missing vote source or category, a record with no vote line, a meeting date that cannot be read, or a security identifier this site could not use. They are counted as filed. What is checked

Votes by category

Filers choose one or more categories for each vote, so a vote can appear in more than one row. Category names are printed as Form N-PX defines them.

Category (as the form names it)VotesForAgainstAgainst managementSplit
SECTION 14A SAY-ON-PAY VOTES2,8282,05338814.8%

By season

SeasonVote recordsAgainst managementSay-on-pay supportShareholder-proposal supportSplit
year to 30 June 20242,82114.8%84.1%not reported

Only one season is on file for this entry so far. The structured Form N-PX began with the year to 30 June 2024.

Say-on-pay votes against management

Counting one say-on-pay item per company meeting, Orion Portfolio Solutions, LLC voted against management on 290 of the 2,296 it marked either way (12.6%) in the year to 30 June 2024. The 40 companies with the most reporting filers are listed.

Shareholder proposals it supported

Institutional managers report say-on-pay votes only, so no shareholder proposals appear here.

Shares on loan

Orion Portfolio Solutions, LLC reported no shares on loan for the year to 30 June 2024. Shares lent out at the record date cannot be voted by the lender, which is why Form N-PX asks for the figure. More on lending and votes.

The filings

These figures are read from the filer's own Form N-PX. If a vote on this page looks wrong, the filing is the record: a dispute about a filed vote is a matter for the filer, and an error in how this site read the filing is a matter for corrections.

Questions

How did Orion Portfolio Solutions, LLC vote on executive pay?

In the year to 30 June 2024 Orion Portfolio Solutions, LLC reported 2,441 votes in the category SECTION 14A SAY-ON-PAY VOTES that were cast for, against or abstain. 2,053 were for (84.1%), 388 against and 0 abstentions. Counting one item per company meeting, it voted against management on 290 of the 2,296 say-on-pay items it marked either way.

How often does Orion Portfolio Solutions, LLC vote against management?

14.8% of the time in the year to 30 June 2024: 419 of the 2,828 votes it marked as for or against management. Form N-PX asks each filer to state, vote by vote, whether the vote was for or against management's recommendation; this figure counts those marks.

Is this the result of the meetings?

No. Form N-PX shows how this filer voted the shares it held. It does not show how other shareholders voted or whether a proposal was approved. Companies report certified results separately, on Form 8-K.

Where does the data come from?

From the Form N-PX filings of this filer on the SEC's EDGAR system, read as filed. The SEC does not verify the contents. Amended filings (N-PX/A) replace the filings they amend. Data on this page runs through 30 Sep 2026.

Provenance: SEC EDGAR, Form N-PX and N-PX/A filings by Orion Portfolio Solutions, LLC (filer no. 1802647), read as filed and not verified by the SEC. Amended filings replace the filings they amend. Filings read through 30 Sep 2026; page built 1 Oct 2026.