6 institutions reported holding $1.1M of SMARTSTOP SELF S (SMA) in SEC 13F filings for 2026-06-30. Largest institutional holders: TrueWealth Advisors, LLC ($647,953), CX Institutional ($230,000), ROCKLAND TRUST CO ($207,708), CoreCap Advisors, LLC ($39,293), Versant Capital Management, Inc ($14,333). Source: SEC Form 13F.
| Rank | Institution | Value | Shares | Change |
|---|---|---|---|---|
| 1 | TrueWealth Advisors, LLC | $647,953 | 19,937 | Trimmed |
| 2 | CX Institutional | $230,000 | 7,072 | Trimmed |
| 3 | ROCKLAND TRUST CO | $207,708 | 6,391 | New |
| 4 | CoreCap Advisors, LLC | $39,293 | 1,209 | Hold |
| 5 | Versant Capital Management, Inc | $14,333 | 441 | Added |
| 6 | GAMMA Investing LLC | $6,825 | 210 | Added |
Source: SEC Form 13F filings · as of 2026-06-30