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 ranks funds by number of shares. This one ranks them by the weight of the company in 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 row is one quarter of SEC filings, newest first. The change compares each quarter with the one before.

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 table shows the 25 largest.

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

There are 3 beneficial ownership filings. These stakes do not add up. An asset manager that files includes its own funds, which already appear among the funds on this page.

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