Titelia

Fund shareholders of New Jersey Resources Corp

ISIN US6460251068 · United States · LEI 549300QKBSQBIX4DQ583

Fund shareholders
349
Of which ETFs
92 257 other funds
Value held
2.3B $ 140.5K € · 6.9M SEK
Share of capital
41.6 % of 101.5M shares on Jul 31, 2026
FundSharesValueWeight in fundShare of capital
iShares Core S&P Mid-Cap ETF iShares Trust 3,338,813183.4M $0.17 %3.29 %as of Mar 31, 2026 ↗
VANGUARD TOTAL STOCK MARKET INDEX FUND VANGUARD INDEX FUNDS 3,202,385175.9M $0.01 %3.16 %as of Mar 31, 2026 ↗
iShares Russell 2000 ETF iShares Trust 2,471,653135.7M $0.19 %2.44 %as of Mar 31, 2026 ↗
VANGUARD SMALL-CAP INDEX FUND VANGUARD INDEX FUNDS 2,325,172127.7M $0.08 %2.29 %as of Mar 31, 2026 ↗
iShares Select Dividend ETF iShares Trust 1,942,595109.4M $0.48 %1.91 %as of Apr 30, 2026 ↗
VANGUARD SMALL-CAP VALUE INDEX FUND VANGUARD INDEX FUNDS 1,480,72581.3M $0.13 %1.46 %as of Mar 31, 2026 ↗
VANGUARD EXTENDED MARKET INDEX FUND VANGUARD INDEX FUNDS 1,124,10961.7M $0.08 %1.11 %as of Mar 31, 2026 ↗
Fidelity Small Cap Index Fund Fidelity Salem Street Trust 999,70156.3M $0.17 %0.99 %as of Apr 30, 2026 ↗
State Street(R) SPDR(R) S&P(R) Dividend ETF SPDR SERIES TRUST 954,65752.4M $0.25 %0.94 %as of Mar 31, 2026 ↗
First Trust North American Energy Infrastructure Fund First Trust Exchange-Traded Fund IV 875,09849.3M $1.21 %0.86 %as of Apr 30, 2026 ↗
iShares Russell 2000 Value ETF iShares Trust 866,92147.6M $0.38 %0.85 %as of Mar 31, 2026 ↗
U.S. SMALL CAP VALUE PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC 738,34741.6M $0.22 %0.73 %as of Apr 30, 2026 ↗
Nomura Small Cap Value Fund Delaware Group Equity Funds V 729,23439.6M $1.09 %0.72 %as of Feb 27, 2026 ↗
FPA Queens Road Small Cap Value Fund Investment Managers Series Trust III 704,09138.2M $3.22 %0.69 %as of Feb 28, 2026 ↗
VANGUARD UTILITIES INDEX FUND VANGUARD WORLD FUND 683,65237.1M $0.34 %0.67 %as of Feb 28, 2026 ↗
First Trust Value Line Dividend Index Fund First Trust Exchange-Traded Fund 628,10434.5M $0.43 %0.62 %as of Mar 31, 2026 ↗
ProShares S&P MidCap 400 Dividend Aristocrats ETF ProShares Trust 534,61829M $1.64 %0.53 %as of Feb 28, 2026 ↗
Fidelity Extended Market Index Fund Fidelity Concord Street Trust 523,80628.4M $0.07 %0.52 %as of Feb 28, 2026 ↗
iShares S&P Mid-Cap 400 Value ETF iShares Trust 512,27228.1M $0.35 %0.50 %as of Mar 31, 2026 ↗
VANGUARD RUSSELL 2000 INDEX FUND VANGUARD SCOTTSDALE FUNDS 500,85627.2M $0.18 %0.49 %as of Feb 28, 2026 ↗
State Street(R) SPDR(R) Portfolio S&P 400(TM) Mid Cap ETF SPDR SERIES TRUST 493,12627.1M $0.17 %0.49 %as of Mar 31, 2026 ↗
Schwab U.S. Small-Cap ETF SCHWAB STRATEGIC TRUST 488,52826.5M $0.13 %0.48 %as of Feb 28, 2026 ↗
MFS New Discovery Value Fund MFS SERIES TRUST XIII 474,35025.7M $0.94 %0.47 %as of Feb 28, 2026 ↗
U.S. SMALL CAP PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC 447,85025.2M $0.13 %0.44 %as of Apr 30, 2026 ↗
VANGUARD HIGH DIVIDEND YIELD INDEX FUND VANGUARD WHITEHALL FUNDS 395,20122.3M $0.02 %0.39 %as of Apr 30, 2026 ↗
U.S. Targeted Value Portfolio DFA INVESTMENT DIMENSIONS GROUP INC 385,59821.7M $0.14 %0.38 %as of Apr 30, 2026 ↗
BlackRock Advantage Small Cap Core Fund BlackRock Funds 380,46520.6M $0.45 %0.37 %as of Feb 27, 2026 ↗
Nomura VIP Small Cap Value Series Delaware VIP Trust 365,20020.1M $1.16 %0.36 %as of Mar 31, 2026 ↗
Neuberger Intrinsic Value Fund NEUBERGER BERMAN EQUITY FUNDS 361,22219.6M $1.51 %0.36 %as of Feb 28, 2026 ↗
Dimensional U.S. Small Cap ETF Dimensional ETF Trust 329,39818.5M $0.13 %0.32 %as of Apr 30, 2026 ↗
Dimensional U.S. Targeted Value ETF Dimensional ETF Trust 322,31818.1M $0.13 %0.32 %as of Apr 30, 2026 ↗
iShares Core Dividend Growth ETF iShares Trust 310,42317.5M $0.04 %0.31 %as of Apr 30, 2026 ↗
Schwab Fundamental U.S. Small Company ETF SCHWAB STRATEGIC TRUST 309,80216.8M $0.17 %0.31 %as of Feb 28, 2026 ↗
Victory Market Neutral Income Fund Victory Portfolios II 292,50816.1M $0.55 %0.29 %as of Mar 31, 2026 ↗
WisdomTree U.S. Midcap Dividend Fund WisdomTree Trust 284,22515.6M $0.42 %0.28 %as of Mar 31, 2026 ↗
Dimensional US Small Cap Value ETF Dimensional ETF Trust 273,98615.4M $0.21 %0.27 %as of Apr 30, 2026 ↗
Bridge Builder Small/Mid Cap Value Fund Bridge Builder Trust 244,85613.4M $0.15 %0.24 %as of Mar 31, 2026 ↗
Invesco S&P MidCap Low Volatility ETF Invesco Exchange-Traded Fund Trust II 234,39212.7M $1.67 %0.23 %as of Feb 28, 2026 ↗
Tortoise North American Pipeline Fund Tortoise Capital Series Trust 222,67212.1M $1.44 %0.22 %as of Feb 28, 2026 ↗
Schwab Small-Cap Index Fund SCHWAB CAPITAL TRUST 221,70912.5M $0.17 %0.22 %as of Apr 30, 2026 ↗
iShares Core High Dividend ETF iShares Trust 221,24612.5M $0.09 %0.22 %as of Apr 30, 2026 ↗
Dimensional U.S. Core Equity 2 ETF Dimensional ETF Trust 219,67612.4M $0.03 %0.22 %as of Apr 30, 2026 ↗
Fidelity Enhanced Small Cap ETF Fidelity Covington Trust 203,32911.2M $0.27 %0.20 %as of Mar 31, 2026 ↗
Opus Small Cap Value ETF ETF Series Solutions 201,03611.3M $1.66 %0.20 %as of Apr 30, 2026 ↗
Fidelity Total Market Index Fund Fidelity Concord Street Trust 186,69610.1M $0.01 %0.18 %as of Feb 28, 2026 ↗
Small Cap Equity Portfolio GLENMEDE FUND INC 186,44210.5M $1.07 %0.18 %as of Apr 30, 2026 ↗
U.S. MICRO CAP PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC 185,48910.4M $0.14 %0.18 %as of Apr 30, 2026 ↗
U.S. CORE EQUITY 2 PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC 165,7959.3M $0.02 %0.16 %as of Apr 30, 2026 ↗
Master Small Cap Index Series Quantitative Master Series LLC 164,2899M $0.19 %0.16 %as of Mar 31, 2026 ↗
First Trust Morningstar Dividend Leaders Index Fund First Trust Exchange-Traded Fund 157,3058.6M $0.12 %0.16 %as of Mar 31, 2026 ↗
State Street(R) SPDR(R) S & P 400(TM) Mid Cap Value ETF SPDR SERIES TRUST 155,2978.5M $0.35 %0.15 %as of Mar 31, 2026 ↗
Fidelity MSCI Utilities Index ETF FIDELITY COVINGTON TRUST 154,5448.7M $0.35 %0.15 %as of Apr 30, 2026 ↗
VANGUARD S&P MID-CAP 400 INDEX FUND VANGUARD ADMIRAL FUNDS 152,9038.3M $0.16 %0.15 %as of Feb 28, 2026 ↗
Fidelity Series Total Market Index Fund Fidelity Concord Street Trust 151,6968.2M $0.01 %0.15 %as of Feb 28, 2026 ↗
Victory RS Partners Fund Victory Portfolios 150,8008.3M $1.42 %0.15 %as of Mar 31, 2026 ↗
Strategic Advisers U.S. Total Stock Fund Fidelity Rutland Square Trust II 150,7508.2M $0.01 %0.15 %as of Feb 28, 2026 ↗
FT Energy Income Partners Enhanced Income ETF First Trust Exchange-Traded Fund VIII 143,0077.8M $0.74 %0.14 %as of Feb 28, 2026 ↗
U.S. CORE EQUITY 1 PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC 139,2337.8M $0.02 %0.14 %as of Apr 30, 2026 ↗
iShares Core S&P Total U.S. Stock Market ETF iShares Trust 132,7597.3M $0.01 %0.13 %as of Mar 31, 2026 ↗
ProShares Russell 2000 Dividend Growers ETF ProShares Trust 132,3717.2M $1.09 %0.13 %as of Feb 28, 2026 ↗
Fidelity Small Cap Value Index Fund Fidelity Salem Street Trust 125,1696.9M $0.38 %0.12 %as of Mar 31, 2026 ↗
Nuveen Small Cap Blend Index Fund TIAA-CREF Funds 119,4436.7M $0.17 %0.12 %as of Apr 30, 2026 ↗
Utilities Fund American Century Quantitative Equity Funds, Inc. 109,8306M $1.92 %0.11 %as of Mar 31, 2026 ↗
Fidelity Series Small Cap Core Fund Fidelity Concord Street Trust 108,3136.1M $0.38 %0.11 %as of Apr 30, 2026 ↗
Applied Finance Explorer Fund World Funds Trust 108,0806.1M $0.62 %0.11 %as of Apr 30, 2026 ↗
Hennessy Gas Utility Fund Hennessy Funds Trust 106,1346M $1.11 %0.10 %as of Apr 30, 2026 ↗
EQ/2000 Managed Volatility Portfolio EQ Advisors Trust 105,8665.8M $0.17 %0.10 %as of Mar 31, 2026 ↗
iShares ESG Aware MSCI USA Small-Cap ETF iShares Trust 105,3775.7M $0.24 %0.10 %as of Feb 28, 2026 ↗
Column Small Cap Select Fund Trust for Professional Managers 103,3675.6M $0.32 %0.10 %as of Feb 28, 2026 ↗
JPMorgan Small Cap Value Fund JPMorgan Trust II 103,2675.7M $0.50 %0.10 %as of Mar 31, 2026 ↗
JNL Mid Cap Index Fund JNL Series Trust 101,7555.6M $0.17 %0.10 %as of Mar 31, 2026 ↗
iShares U.S. Infrastructure ETF iShares Trust 100,2595.5M $0.15 %0.10 %as of Mar 31, 2026 ↗
Invesco S&P MidCap Value with Momentum ETF Invesco Exchange-Traded Fund Trust 96,9105.5M $1.20 %0.10 %as of Apr 30, 2026 ↗
iShares U.S. Small-Cap Equity Factor ETF iShares Trust 96,7525.4M $0.15 %0.10 %as of Apr 30, 2026 ↗
Nuveen ESG Small-Cap ETF NuShares ETF Trust 93,9025.3M $0.41 %0.09 %as of Apr 30, 2026 ↗
BlackRock Advantage SMID Cap Fund, Inc. BlackRock Advantage SMID Cap Fund, Inc. 91,6965M $0.67 %0.09 %as of Mar 31, 2026 ↗
FT Energy Income Partners Strategy ETF First Trust Exchange-Traded Fund IV 89,9455.1M $0.95 %0.09 %as of Apr 30, 2026 ↗
VictoryShares US Small Cap High Div Volatility Wtd ETF Victory Portfolios II 84,0674.6M $1.82 %0.08 %as of Mar 31, 2026 ↗
Nuveen Equity Index Fund TIAA-CREF Funds 83,9464.7M $0.01 %0.08 %as of Apr 30, 2026 ↗
iShares Core S&P U.S. Value ETF iShares Trust 83,8254.6M $0.02 %0.08 %as of Mar 31, 2026 ↗
VANGUARD S&P MID-CAP 400 VALUE INDEX FUND VANGUARD ADMIRAL FUNDS 82,7574.5M $0.33 %0.08 %as of Feb 28, 2026 ↗
EQ/Mid Cap Index Portfolio EQ Advisors Trust 82,6614.5M $0.17 %0.08 %as of Mar 31, 2026 ↗
NYLI WMC Small Companies Fund NEW YORK LIFE INVESTMENTS FUNDS TRUST 80,2604.5M $1.40 %0.08 %as of Apr 30, 2026 ↗
Dimensional U.S. Marketwide Value ETF Dimensional ETF Trust 79,2644.5M $0.03 %0.08 %as of Apr 30, 2026 ↗
Mid Cap Index Fund VALIC Co I 77,5844.2M $0.16 %0.08 %as of Feb 28, 2026 ↗
VANGUARD RUSSELL 2000 VALUE INDEX FUND VANGUARD SCOTTSDALE FUNDS 74,4574M $0.37 %0.07 %as of Feb 28, 2026 ↗
Columbia Mid Cap Index Fund COLUMBIA FUNDS SERIES TRUST 74,0724M $0.16 %0.07 %as of Feb 28, 2026 ↗
VANGUARD TOTAL WORLD STOCK INDEX FUND VANGUARD INTERNATIONAL EQUITY INDEX FUNDS 71,1194M $0.00 %0.07 %as of Apr 30, 2026 ↗
SBH SMALL CAP VALUE FUND Segall Bryant & Hamill Trust 70,9673.9M $1.01 %0.07 %as of Mar 31, 2026 ↗
Small Cap Value Fund Northern Funds 68,7803.8M $0.61 %0.07 %as of Mar 31, 2026 ↗
Schwab Fundamental U.S. Small Company Index Fund SCHWAB CAPITAL TRUST 68,0563.8M $0.16 %0.07 %as of Apr 30, 2026 ↗
LVIP SSGA Small-Cap Index Fund LINCOLN VARIABLE INSURANCE PRODUCTS TRUST 67,5973.7M $0.19 %0.07 %as of Mar 31, 2026 ↗
Hotchkis and Wiley Small Cap Diversified Value Fund HOTCHKIS & WILEY FUNDS/DE/ 67,3003.7M $0.45 %0.07 %as of Mar 31, 2026 ↗
ALPS | OShares U.S. Small-Cap Quality Dividend ETF ALPS ETF TRUST 65,8223.6M $0.38 %0.06 %as of Feb 28, 2026 ↗
Strategic Advisers Fidelity U.S. Total Stock Fund Fidelity Rutland Square Trust II 64,9753.5M $0.00 %0.06 %as of Feb 28, 2026 ↗
Mid Cap Index Fund Northern Funds 63,4213.5M $0.17 %0.06 %as of Mar 31, 2026 ↗
U.S. Sustainability Core 1 Portfolio DFA INVESTMENT DIMENSIONS GROUP INC 61,5953.5M $0.04 %0.06 %as of Apr 30, 2026 ↗
Schwab Total Stock Market Index Fund SCHWAB CAPITAL TRUST 60,8803.4M $0.01 %0.06 %as of Apr 30, 2026 ↗
Schwab U.S. Broad Market ETF SCHWAB STRATEGIC TRUST 58,7443.2M $0.01 %0.06 %as of Feb 28, 2026 ↗
Diversified Equity Master Portfolio Master Investment Portfolio 58,2843.2M $0.11 %0.06 %as of Mar 31, 2026 ↗

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The funds most exposed to it

The weight is the share of a fund's net assets. The holders table counts shares; this one measures what the company weighs inside each fund.

FundWeight in fund
ICON UTILITIES AND INCOME FUND SCM Trust 4.53 %as of Mar 31, 2026 ↗
FPA Queens Road Small Cap Value Fund Investment Managers Series Trust III 3.22 %as of Feb 28, 2026 ↗
Utilities Fund American Century Quantitative Equity Funds, Inc. 1.92 %as of Mar 31, 2026 ↗
VictoryShares US Small Cap High Div Volatility Wtd ETF Victory Portfolios II 1.82 %as of Mar 31, 2026 ↗
First Trust EIP Power Solutions ETF First Trust Exchange-Traded Fund IV 1.72 %as of Apr 30, 2026 ↗
Invesco S&P MidCap Low Volatility ETF Invesco Exchange-Traded Fund Trust II 1.67 %as of Feb 28, 2026 ↗
Opus Small Cap Value ETF ETF Series Solutions 1.66 %as of Apr 30, 2026 ↗
ProShares S&P MidCap 400 Dividend Aristocrats ETF ProShares Trust 1.64 %as of Feb 28, 2026 ↗
Neuberger Intrinsic Value Fund NEUBERGER BERMAN EQUITY FUNDS 1.51 %as of Feb 28, 2026 ↗
Tortoise North American Pipeline Fund Tortoise Capital Series Trust 1.44 %as of Feb 28, 2026 ↗

Quarter after quarter

Each SEC quarterly data set, newest first. The change is read against the quarter before it.

QuarterShareholdersChangeSharesChange
2026Q2347+542,229,509-0.4 %
2026Q1342-1742,396,858-1.1 %
2025Q4359+1242,855,325+1.1 %
2025Q3347-642,391,612+4.2 %
2025Q2353+840,697,042-0.0 %
2025Q1345-140,714,734+1.4 %
2024Q4346-1040,165,451-0.6 %
2024Q3356-240,417,442+1.0 %
2024Q2358-440,019,770+2.1 %
2024Q1362+439,214,613-2.1 %
2023Q435840,059,699

Institutional managers

424 managers declare this company to the SEC (Form 13F); the 25 largest follow.

ManagerSharesValue
BlackRock, Inc.17,381,839954.6M $as of Mar 31, 2026
STATE STREET CORP5,075,348281M $as of Mar 31, 2026
DIMENSIONAL FUND ADVISORS LP4,141,330227.4M $as of Mar 31, 2026
GEODE CAPITAL MANAGEMENT, LLC2,601,503142.9M $as of Mar 31, 2026
WELLS FARGO & COMPANY/MN2,468,590135.6M $as of Mar 31, 2026
NEUBERGER BERMAN GROUP LLC1,513,77983.2M $as of Mar 31, 2026
Energy Income Partners, LLC1,416,00177.8M $as of Mar 31, 2026
MORGAN STANLEY1,304,89171.7M $as of Mar 31, 2026
NORTHERN TRUST CORP1,295,00771.1M $as of Mar 31, 2026
CHARLES SCHWAB INVESTMENT MANAGEMENT INC1,195,88465.7M $as of Mar 31, 2026
AQR CAPITAL MANAGEMENT LLC1,164,41563.9M $as of Mar 31, 2026
NOMURA ASSET MANAGEMENT INTERNATIONAL INC.1,110,75261M $as of Mar 31, 2026
Bank of New York Mellon Corp1,063,08458.4M $as of Mar 31, 2026
FIRST TRUST ADVISORS LP925,20450.8M $as of Mar 31, 2026
ROYAL LONDON ASSET MANAGEMENT LTD840,15246.6M $as of Mar 31, 2026
FMR LLC798,53143.9M $as of Mar 31, 2026
Bragg Financial Advisors, Inc753,43341.4M $as of Mar 31, 2026
ProShare Advisors LLC672,85237M $as of Mar 31, 2026
MASSACHUSETTS FINANCIAL SERVICES CO /MA/655,43036M $as of Mar 31, 2026
JPMORGAN CHASE & CO641,33535.6M $as of Mar 31, 2026
VICTORY CAPITAL MANAGEMENT INC628,30934.5M $as of Mar 31, 2026
GOLDMAN SACHS GROUP INC571,47531.4M $as of Mar 31, 2026
Invesco Ltd.508,49827.9M $as of Mar 31, 2026
UBS Group AG462,13025.4M $as of Mar 31, 2026
TWO SIGMA INVESTMENTS, LP457,47125.1M $as of Mar 31, 2026

Declared shareholders of New Jersey Resources Corp

3 beneficial ownership filings. These stakes do not add up: an asset manager filing aggregates its own funds, already counted above.

ShareholderDeclared stakeShares
Vanguard Portfolio Management 5.86 %5,911,422as of Mar 31, 2026 · SCHEDULE 13G
Vanguard Capital Management 5.26 %5,310,626as of Mar 31, 2026 · SCHEDULE 13G
STATE STREET CORPORATION 5.00 %5,075,348as of Mar 31, 2026 · SCHEDULE 13G
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Titelia. "Fund shareholders of New Jersey Resources Corp". https://titelia.com/en/stocks/new-jersey-resources-corp-US6460251068