QS Investors LLC

QS Investors LLC is a registered financial advisory firm with 75 employees, including 41 advisors, and is approved by the SEC. With a history of serving a select group of 5 clients, QS Investors LLC prides itself on its professional team and expertise in the financial market. As a Delaware Limited Liability Company, QS INVESTORS, LLC is committed to providing exceptional financial analysis and advice to its clients.

• ADAM JAY PETRYK

  PRESIDENT AND CHIEF EXECUTIVE OFFICER owns less than 5%

• JANET CAROL CAMPAGNA

  DIRECTOR owns less than 5%

• JEFFREY ALLEN NATTANS

  DIRECTOR owns less than 5%

• JOHN DUFF KENNEY

  DIRECTOR owns less than 5%

• QS INVESTORS HOLDINGS, LLC

  DIRECT OWNER owns 75% or more

• ROBERT YU MING WANG

  CHIEF OPERATING OFFICER AND HEAD OF PORTFOLIO MANAGEMENT owns less than 5%

• STEVEN ROSS DUCKER

  CHIEF COMPLIANCE OFFICER owns less than 5%

• THOMAS CLIFTON MERCHANT

  DIRECTOR owns less than 5%

• THOMAS KARL HOOPS

  DIRECTOR owns less than 5%

• LEGG MASON, INC.

  SOLE MEMBER owns 75% or more

• THE NORTHERN TRUST COMPANY
  United States

• Levco Capital LP
• MPMG & Partners USA LLC
• Firebird Management LLC
• Resource Real Estate LLC
• Sixty Capital Advisors LLC
• United American Securities Inc
• Raine Capital LLC
• SNOW Phipps Group LLC
• Oberland Capital Management LLC
• Soundwatch Capital LLC

• Comparing Changes in Holdings of Fund in Q1 2021 vs. Q2 2021: Insights Revealed

• VANGUARD BD INDEX FD INC TOTAL BND MRKT $1,174,374k
• ISHARES TR CORE S&P500 ETF $758,768k
• ISHARES TR RUS 1000 ETF $494,480k
• ISHARES TR CORE US AGGBD ET $494,060k
• VANGUARD INTL EQUITY INDEX F $201,281k
• LEGG MASON ETF INVESTMENT TR $193,849k
• SCHWAB STRATEGIC TR $192,593k
• VANGUARD CHARLOTTE FDS $168,134k
• SPDR S&P 500 ETF TR TR UNIT $166,840k
• ISHARES TR 20 YR TR BD ETF $135,778k