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Form N-PX · fund registrantSEC filer no. 1970751

Advisor Managed Portfolios

fund voting report

Vote records reported
7,895year to 30 June 2026
Against management
3.9%281 of 7,162 marked votes
Say-on-pay support
93.3%for, of for + against + abstain
Shareholder-proposal support
29.6%for, of for + against + abstain
93.4% for5.2% against1.4% other3.9% against management7,202 votes

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

For the year to 30 June 2026, Advisor Managed Portfolios reported 7,895 vote records on Form N-PX. 281 of the 7,162 votes that were marked for or against management went against management: 3.9%, 2.3 percentage points below the median fund registrant (6.2%).

Weighted by the number of shares voted, the against-management share is 4.6%. 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 93.3% of the section 14A say-on-pay items it reported (the median fund registrant: 91.6%) and it voted for 29.6% of the proposals put forward by security holders (the median fund registrant: 27.5%).

By category, votes against management were most frequent in SHAREHOLDER RIGHTS AND DEFENSES (52.9% of 51), ENVIRONMENT OR CLIMATE (22.0% of 50) and CORPORATE GOVERNANCE (21.5% of 358).

It reported 22.8 million shares out on loan at record dates, 2.04% of the shares it held or had lent across the meetings it reported. Shares on loan are not voted.

Compared with other filers

Each rate is defined once, in the methodology. The median is taken over 1,241 fund registrants with at least 25 vote records in the season.

year to 30 June 2026This filerMedian fund registrantAll filers pooled
Against-management share3.9%6.2%10.6%
Say-on-pay support rate93.3%91.6%86.0%
Shareholder-proposal support rate29.6%27.5%33.9%
Shares on loan, share of shares held2.04%0.00%3.12%
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 7,895 vote records in this filing, 693 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
DIRECTOR ELECTIONS5,0024,910451.7%
SECTION 14A SAY-ON-PAY VOTES616533378.0%
AUDIT-RELATED62762430.5%
INVESTMENT COMPANY MATTERS65116.7%
SHAREHOLDER RIGHTS AND DEFENSES54411352.9%
EXTRAORDINARY TRANSACTIONS121200.0%
CAPITAL STRUCTURE15414594.5%
COMPENSATION184170143.3%
CORPORATE GOVERNANCE3612619921.5%
ENVIRONMENT OR CLIMATE5093922.0%
HUMAN RIGHTS OR HUMAN CAPITAL/WORKFORCE5864915.5%
DIVERSITY, EQUITY, AND INCLUSION1811516.7%
OTHER SOCIAL ISSUES109268120.2%
OTHER7658187.6%

By season

SeasonVote recordsAgainst managementSay-on-pay supportShareholder-proposal supportSplit
year to 30 June 20246,8238.1%90.1%29.8%
year to 30 June 20259,3035.7%91.1%30.7%
year to 30 June 20267,8953.9%93.3%29.6%

Say-on-pay votes against management

Counting one say-on-pay item per company meeting, Advisor Managed Portfolios voted against management on 27 of the 452 it marked either way (6.0%) in the year to 30 June 2026.

A further 33 say-on-pay items were reported without a management mark and are left out of both sides of that fraction.

Shareholder proposals it supported

Of 203 proposals from security holders that could be told apart in the filings and on which it cast a vote, Advisor Managed Portfolios voted for 63 (31.0%). The 40 at the companies with the most reporting filers are listed. Titles are the most common wording among filers; where a wording could name a person, the SEC category is printed instead.

CompanyMeetingProposal
Microsoft Corporation5 Dec 2025Report on Human Rights Due Diligence
Microsoft Corporation5 Dec 2025Report on Al and Machine Learning Tools for Oil and Gas Development and Production
Microsoft Corporation5 Dec 2025Report on Al Data Usage Oversight
Microsoft Corporation5 Dec 2025Report on Data Operations in Human Rights Hotspots
NVIDIA Corporation24 Jun 2026Approval of a non-binding stockholder proposal requesting the replacement of supermajority voting...
Alphabet Inc.5 Jun 2026Shareholder proposal regarding equal shareholder voting
Visa Inc.27 Jan 2026Shareholder proposal on shareholder right to act by written consent.
Visa Inc.27 Jan 2026Shareholder proposal on report on online sexual exploitation.
Visa Inc.27 Jan 2026Require Independent Board Chair
JPMorgan Chase & Co.19 May 2026Independent board chairman
Mastercard Incorporated16 Jun 2026Consideration of a stockholder proposal regarding shareholder right to act by written consent
Eli Lilly and Company4 May 2026Shareholder proposal to prepare an annual lobbying report.
Eli Lilly and Company4 May 2026Shareholder proposal to adopt a policy and amend the bylaws to require an independent board chair.
Netflix, Inc.4 Jun 2026Stockholder proposal entitled, "Proposal 4 - Shareholder Right to Act by Written Consent,"
The Home Depot, Inc.21 May 2026Shareholder Proposal Regarding Biodiversity Impact and Dependency Assessment
The Home Depot, Inc.21 May 2026Shareholder Proposal Regarding Report on Customer Data Privacy Risks
The Home Depot, Inc.21 May 2026Shareholder Proposal Regarding Report on Packaging Policies for Plastics
The Home Depot, Inc.21 May 2026Shareholder Proposal Regarding Independent Board Chair
The Home Depot, Inc.21 May 2026Shareholder Proposal Regarding Report on Sufficiency of Associates' Access to Healthcare
Bank of America Corporation4 May 2026Shareholder proposal requesting independent board chair
Bank of America Corporation4 May 2026Shareholder proposal requesting report on board oversight of risks related to animal welfare
PEPSICO, INC.6 May 2026Shareholder Proposal - Report on Human Rights Oversight.
PEPSICO, INC.6 May 2026Shareholder Proposal - Independent Board Chair.
PEPSICO, INC.6 May 2026Shareholder Proposal - Report Evaluating the Treatment of Animals within Supply Chain.
Tesla, Inc.6 Nov 2025A shareholder proposal to amend the bylaws to repeal 3% derivative suit ownership threshold.
Tesla, Inc.6 Nov 2025Shareholder proposal: CORPORATE GOVERNANCE
Advanced Micro Devices, Inc.13 May 2026Stockholder proposal requesting changes to the stockholder right to call a special meeting.
GE VERNOVA INC.20 May 2026Stockholder proposal requesting report assessing sustainability goals on the basis of net-present-value...
ServiceNow, Inc.21 May 2026Shareholder proposal regarding shareholder right to act by written consent.
Linde Plc29 Jul 2025A shareholder proposal requesting an annual report regarding the alignment of the Company's direct and...
S&P Global Inc.20 May 2026Vote on a shareholder proposal to reduce the stock ownership threshold for calling a special shareholder...
Palo Alto Networks, Inc.9 Dec 2025To consider and vote upon a shareholder proposal, if properly presented at the Annual Meeting, regarding...
Lam Research Corporation4 Nov 2025Stockholder proposal titled "Realistic Shareholder Ability to Call for a Special Shareholder Meeting,"
Analog Devices, Inc.11 Mar 2026To consider a shareholder proposal
Boston Scientific Corporation30 Apr 2026Stockholder proposal titled "Give Shareholders the Ability to Call for a Special Shareholder Meeting."
Meta Platforms, Inc.27 May 2026A shareholder proposal regarding annual vote regarding executive pay.
Meta Platforms, Inc.27 May 2026A shareholder proposal regarding disclosure of voting results by share class.
Meta Platforms, Inc.27 May 2026A shareholder proposal regarding dual class capital structure.
United Parcel Service, Inc.7 May 2026To take steps to reduce the voting power of UPS class A stock from 10 votes per share to one vote per share.
FedEx Corporation29 Sep 2025Stockholder proposal regarding independent board chairman.

Shares on loan

Advisor Managed Portfolios reported 22.8 million shares on loan at record dates against 1.09 billion shares voted: 2.04% of the two together. Median fund registrant: 0.00%. 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.

Fund series in this filing

13 series reported votes. A vote record can list several series. Series with 500 or more vote records have their own page.

SeriesVote recordsAgainst managementSay-on-pay supportShareholder-proposal support
Optimize Strategy Index ETF3,6910.6%99.7%7.5%
1919 Socially Responsive Balanced Fund65910.6%79.5%65.0%
1919 Financial Services Fund5833.9%92.7%38.9%
Ruk Strategic Growth ETF542not reportednot reportednot reported
Patient Opportunity Trust4493.6%85.2%17.5%
Zevenbergen Growth Fund4235.1%100.0%29.8%
Miller Income Fund3668.6%83.3%25.0%
Miller Value Partners Appreciation ETF3479.2%93.8%50.0%
Zevenbergen Genea Fund3054.5%100.0%29.2%
CornerCap Fundametrics Large-Cap ETF2479.8%93.3%40.0%
Trenchless Fund ETF18916.4%0.0%50.0%
Bramshill Income Performance Fund610.0%not reportednot reported
BHILL Fund330.0%not reportednot reported

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 Advisor Managed Portfolios vote on executive pay?

In the year to 30 June 2026 Advisor Managed Portfolios reported 568 votes in the category SECTION 14A SAY-ON-PAY VOTES that were cast for, against or abstain. 530 were for (93.3%), 37 against and 1 abstentions. Counting one item per company meeting, it voted against management on 27 of the 452 say-on-pay items it marked either way. A further 33 say-on-pay items were reported without a management mark and are not counted in that figure.

How often does Advisor Managed Portfolios vote against management?

3.9% of the time in the year to 30 June 2026: 281 of the 7,162 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.

Did Advisor Managed Portfolios support shareholder proposals on climate?

In the category ENVIRONMENT OR CLIMATE it reported 50 votes on proposals from security holders in the year to 30 June 2026 and voted for 9 of them (18.0%). Across every category it voted for 29.6% of security-holder proposals. Filers choose the category for each vote, so the same proposal can sit in different categories in different filings.

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 23 Sep 2026.

Provenance: SEC EDGAR, Form N-PX and N-PX/A filings by Advisor Managed Portfolios (filer no. 1970751), read as filed and not verified by the SEC. Amended filings replace the filings they amend. Filings read through 23 Sep 2026; page built 26 Sep 2026.