CIK 1299351
Long positions in SEC Section 13(f) securities (US-listed stocks, ADRs and ETFs), largest first · Δ vs 2025-Q4. A lagged quarterly snapshot (filed ≤45 days after quarter-end); excludes shorts, options, cash, and shares listed only on non-US exchanges — foreign companies held via a US listing or ADR (e.g. Alibaba, TSMC) ARE included.
Firm-level facts as reported by the adviser on Form ADV Part 1A (latest filing 2026-03-20). Regulatory assets under management (RAUM) is Form ADV's gross figure and can differ from a 13F long book — it includes private-fund assets, leverage and non-13(f) securities. Titles and figures as-filed. Latest ADV filing 2026-03-20. Form ADV ↗
| Name | Title (as filed) | Since | Ownership |
|---|---|---|---|
| CARL, STEVEN, ALLAN | CHIEF DISTRIBUTION OFFICER AND CHAIRMAN OF THE EXECUTIVE COMMITTEE | 2022-03 | <5% ·◆ |
| EISINGER, RICHARD, ALLEN | HEAD OF EQUITIES, PORTFOLIO MANAGER | 2018-11 | <5% ·◆ |
| FREDRICKS, STEVEN, JOSEPH | CHIEF COMPLIANCE OFFICER AND CHIEF LEGAL OFFICER | 2018-05 | <5% ·◆ |
| FRIEDOW, JILL, MANTERNACH | HEAD OF OPERATIONS AND CHIEF TECHNOLOGY OFFICER | 2020-03 | <5% ·◆ |
| HENRICKSON, MARK, DANA | CHIEF FINANCIAL OFFICER | 2018-01 | <5% ·◆ |
| RYAN, PATRICK, F | HEAD OF MULTI-ASSET SOLUTIONS, PORTFOLIO MANAGER | 2023-01 | <5% ·◆ |
| SANDERS, MICHAEL, SCOTT | HEAD OF MADISON FIXED INCOME, PORTFOLIO MANAGER | 2023-01 | <5% ·◆ |
| TOYAMA, HARUKI | HEAD OF MID CAP & LARGE CAP EQUITY, PORTFOLIO MANAGER | 2023-01 | <5% ·◆ |
| MADISON INVESTMENT HOLDINGS, INCentity | 100% OWNER OF VOTING CLASS OF SECURITIES | 2003-11 | 75%+ ·◆ |
Direct owners and executive officers as filed on the adviser's Form ADV Schedule A (as-filed titles; ADV updates annually and on material change). This lists officers and 5%+ owners — not necessarily the full portfolio-management team.
Signed this manager's latest 13F (2026-Q1). The filing's authorized signatory — frequently a compliance officer, general counsel, or CFO — not necessarily the portfolio manager or firm leadership.
| Name | Role (as filed) | Departed after | Now at (if tracked) |
|---|---|---|---|
| FRANK, KATHERINE, LOUISE | BOARD MEMBER OF PARENT COMPANY · CHIEF OPERATING OFFICER AND BOARD MEMBER OF PARENT COMPANY · CHIEF OPERATING OFFICER, EXECUTIVE DIRECTOR AND MEMBER OF THE BOARD OF DIRECTORS · CHIEF OPERATING OFFICER AND EXECUTIVE DIRECTOR | 2023-03 | — not seen at a tracked firm |
| BURGESS, FRANK, EDWARD | CHAIRMAN OF THE BOARD OF PARENT COMPANY · PRESIDENT, EXECUTIVE DIRECTOR AND MAJORITY OWNER OF PARENT COMPANY | 2023-03 | — not seen at a tracked firm |
| LEFURGEY, PAUL, ANTHONY | CO-HEAD OF INVESTMENTS AND BOARD MEMBER OF PARENT COMPANY · CHIEF EXECUTIVE OFFICER AND BOARD MEMBER OF PARENT COMPANY · CHAIRMAN OF EXECUTIVE COMMITTEE AND BOARD MEMBER OF PARENT COMPANY · EXECUTIVE DIRECTOR AND MEMBER OF THE BOARD OF DIRECTORS, CHAIRMAN EXECUTIVE COMMITTEE · EXECUTIVE DIRECTOR AND MEMBER OF THE BOARD OF DIRECTORS · MANAGING DIRECTOR AND MEMBER OF THE BOARD OF DIRECTORS · MANAGING DIRECTOR | 2023-03 | — not seen at a tracked firm |
| THOMPSON, KEVIN, SEAN | CHIEF LEGAL OFFICER AND CHIEF ADMINISTRATIVE OFFICER · CHIEF LEGAL OFFICER; CHIEF COMPLIANCE OFFICER; CHIEF ADMINISTRATIVE OFFICER · CHIEF LEGAL OFFICER | 2019-11 | — not seen at a tracked firm |
| DETTMAN, ELIZABETH, ANNE | CHIEF OPERATING OFFICER · CHIEF FINANCIAL OFFICER · CHIEF FINANCIAL OFFICER AND MANAGING DIRECTOR | 2019-03 | — not seen at a tracked firm |
| SEKELSKY, JAY, ROBERT | CHIEF INVESTMENT OFFICER AND BOARD MEMBER OF PARENT COMPANY · CHIEF INVESTMENT OFFICER, EXECUTIVE DIRECTOR AND MEMBER OF THE BOARD OF DIRECTORS · CHIEF INVESTMENT OFFICER AND EXECUTIVE DIRECTOR | 2018-03 | — not seen at a tracked firm |
| LANGE, LISA, RAE | CHIEF COMPLIANCE OFFICER · CHIEF COMPLIANCE OFFICER AND CHIEF LEGAL OFFICER · CHIEF LEGAL OFFICER | 2017-04 | — not seen at a tracked firm |
| SCHLAGETER, MICHAEL, JOSEPH | MEMBER OF THE BOARD OF DIRECTORS · CHIEF MARKETING OFFICER, EXECUTIVE DIRECTOR AND MEMBER OF THE BOARD OF DIRECTORS · CHIEF MARKETING OFFICER AND EXECUTIVE DIRECTOR | 2015-04 | — not seen at a tracked firm |
| MASON, WAYNE, RICHARD | CHIEF COMPLIANCE OFFICER | 2015-03 | — not seen at a tracked firm |
| SCHOYER, WILLIAM, SILL FOSTER | EXECUTIVE DIRECTOR - CORPORATE STRATEGY AND MEMBER OF THE BOARD OF DIRECTORS | 2014-11 | — not seen at a tracked firm |
| KRILL, PAMELA, MARIE | GENERAL COUNSEL AND CHIEF LEGAL OFFICER | 2014-03 | — not seen at a tracked firm |
| YAKTUS, MICHAEL, ROLAND | MANAGING DIRECTOR | 2013-03 | — not seen at a tracked firm |
| BERBERET, CHRISTOPHER, CARL | MANAGING DIRECTOR | 2012-03 | — not seen at a tracked firm |
Named owners/officers on a past Form ADV Schedule A who are gone from the firm's latest filing. “Departed after” is the last dated filing they appear on. A landing shows only when the destination is another SEC-registered adviser we track.
