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
T. Rowe Price Small-Cap Index Fund T. ROWE PRICE INDEX TRUST, INC. 12,189669.4K $0.19 %0.01 %as of Mar 31, 2026
EQ/Common Stock Index Portfolio EQ Advisors Trust 11,800648.1K $0.01 %0.01 %as of Mar 31, 2026
SPIRIT OF AMERICA UTILITIES FUND Spirit of America Investment Fund, Inc. 11,650639.8K $1.10 %0.01 %as of Mar 31, 2026
LVIP JPMorgan Small Cap Core Fund LINCOLN VARIABLE INSURANCE PRODUCTS TRUST 11,564635.1K $0.31 %0.01 %as of Mar 31, 2026
THRIVENT MODERATELY AGGRESSIVE ALLOCATION PORTFOLIO Thrivent Series Fund, Inc. 11,526633K $0.01 %0.01 %as of Mar 31, 2026
Pacer Trendpilot US Mid Cap ETF Pacer Funds Trust 11,495647.3K $0.16 %0.01 %as of Apr 30, 2026
Victory Extended Market Index Fund Victory Portfolios III 11,480646.4K $0.08 %0.01 %as of Apr 30, 2026
First Trust Mid Cap Value AlphaDEX Fund First Trust Exchange-Traded AlphaDEX Fund 11,052622.3K $0.29 %0.01 %as of Apr 30, 2026
Voya RussellTM Small Cap Index Portfolio Voya VARIABLE PORTFOLIOS INC 10,991603.6K $0.18 %0.01 %as of Mar 31, 2026
SA Small Cap Index Portfolio SUNAMERICA SERIES TRUST 10,902613.9K $0.17 %0.01 %as of Apr 30, 2026
JNL/RAFI Multi-Factor U.S. Equity Fund JNL Series Trust 10,768591.4K $0.03 %0.01 %as of Mar 31, 2026
Inspire Small/Mid Cap ETF Northern Lights Fund Trust IV 10,479568.4K $0.22 %0.01 %as of Feb 28, 2026
VIP Disciplined Small Cap Portfolio Variable Insurance Products Fund II 10,423572.4K $0.11 %0.01 %as of Mar 31, 2026
Putnam Dynamic Asset Allocation Balanced Fund Putnam Asset Allocation Funds 10,422572.4K $0.02 %0.01 %as of Mar 31, 2026
THRIVENT MODERATE ALLOCATION PORTFOLIO Thrivent Series Fund, Inc. 9,964547.2K $0.01 %0.01 %as of Mar 31, 2026
SA U.S. Small Company Fund SA FUNDS INVESTMENT TRUST 9,687532K $0.17 %0.01 %as of Mar 31, 2026
SGI Small Cap Core Fund RBB Fund, Inc. 9,165497.1K $0.41 %0.01 %as of Feb 28, 2026
PD Small-Cap Value Index Portfolio PACIFIC SELECT FUND 8,711478.4K $0.38 %0.01 %as of Mar 31, 2026
Dimensional US Core Equity 1 ETF Dimensional ETF Trust 8,680488.8K $0.02 %0.01 %as of Apr 30, 2026
LVIP Dimensional U.S. Core Equity 1 Fund LINCOLN VARIABLE INSURANCE PRODUCTS TRUST 8,468465.1K $0.03 %0.01 %as of Mar 31, 2026
ProShares DJ Brookfield Global Infrastructure ETF ProShares Trust 8,376454.3K $0.25 %0.01 %as of Feb 28, 2026
VANGUARD RUSSELL 3000 INDEX FUND VANGUARD SCOTTSDALE FUNDS 8,245447.2K $0.01 %0.01 %as of Feb 28, 2026
CVT Russell 2000 Small Cap Index Portfolio Calvert Variable Trust, Inc. 8,207450.7K $0.18 %0.01 %as of Mar 31, 2026
First Trust EIP Power Solutions ETF First Trust Exchange-Traded Fund IV 8,187461K $1.72 %0.01 %as of Apr 30, 2026
WisdomTree U.S. High Dividend Fund WisdomTree Trust 8,173448.9K $0.03 %0.01 %as of Mar 31, 2026
ATM Mid Cap Managed Volatility Portfolio EQ Advisors Trust 8,098444.7K $0.15 %0.01 %as of Mar 31, 2026
Nationwide Small Cap Index Fund Nationwide Mutual Funds 8,077454.8K $0.17 %0.01 %as of Apr 30, 2026
Federated Hermes Mid-Cap Index Fund Federated Hermes Index Trust 8,016451.4K $0.16 %0.01 %as of Apr 30, 2026
MFS New Discovery Value Portfolio MFS VARIABLE INSURANCE TRUST III 8,010439.9K $1.02 %0.01 %as of Mar 31, 2026
JNL/RAFI Fundamental U.S. Small Cap Fund JNL Series Trust 7,999439.3K $0.12 %0.01 %as of Mar 31, 2026
iShares MSCI World Small-Cap ETF iShares Trust 7,875427.1K $0.05 %0.01 %as of Feb 28, 2026
Venerable Small Cap Index Fund Venerable Variable Insurance Trust 7,626418.8K $0.19 %0.01 %as of Mar 31, 2026
VY(R) JPMORGAN SMALL CAP CORE EQUITY PORTFOLIO Voya Investors Trust 7,583416.5K $0.15 %0.01 %as of Mar 31, 2026
U.S. Small Cap Equity Fund RUSSELL INVESTMENT CO 7,557425.5K $0.04 %0.01 %as of Apr 30, 2026
SFT Index 400 Mid-Cap Fund Securian Funds Trust 7,433408.2K $0.17 %0.01 %as of Mar 31, 2026
THRIVENT AGGRESSIVE ALLOCATION FUND Thrivent Mutual Funds 7,051397K $0.01 %0.01 %as of Apr 30, 2026
THRIVENT MODERATELY AGGRESSIVE ALLOCATION FUND Thrivent Mutual Funds 7,019395.2K $0.01 %0.01 %as of Apr 30, 2026
WisdomTree U.S. Total Dividend Fund WisdomTree Trust 7,004384.7K $0.03 %0.01 %as of Mar 31, 2026
LVIP Dimensional U.S. Core Equity 2 Fund LINCOLN VARIABLE INSURANCE PRODUCTS TRUST 6,806373.8K $0.04 %0.01 %as of Mar 31, 2026
Small Cap Opportunities Trust John Hancock Variable Insurance Trust 6,797373.3K $0.20 %0.01 %as of Mar 31, 2026
Avantis U.S. Small Cap Equity Fund American Century ETF Trust 6,751366.2K $0.30 %0.01 %as of Feb 28, 2026
VIP Extended Market Index Portfolio Variable Insurance Products Fund II 6,729369.6K $0.08 %0.01 %as of Mar 31, 2026
Nationwide Bailard Small Cap Value Fund Nationwide Mutual Funds 6,700377.3K $0.30 %0.01 %as of Apr 30, 2026
THRIVENT AGGRESSIVE ALLOCATION PORTFOLIO Thrivent Series Fund, Inc. 6,612363.1K $0.02 %0.01 %as of Mar 31, 2026
Bridge Builder Tax Managed Small/Mid Cap Fund Bridge Builder Trust 6,394351.2K $0.01 %0.01 %as of Mar 31, 2026
iShares Total U.S. Stock Market Index Fund BlackRock Funds 6,393360K $0.01 %0.01 %as of Apr 30, 2026
Voya VACS Index Series SC Portfolio Voya VARIABLE PORTFOLIOS INC 6,374350.1K $0.19 %0.01 %as of Mar 31, 2026
JNL/DFA U.S. Core Equity Fund JNL Series Trust 6,371349.9K $0.03 %0.01 %as of Mar 31, 2026
ProShares Ultra Russell2000 ProShares Trust 6,259339.5K $0.12 %0.01 %as of Feb 28, 2026
ProShares UltraPro Russell2000 ProShares Trust 6,242338.6K $0.10 %0.01 %as of Feb 28, 2026
Vericimetry U.S. Small Cap Value Fund VERICIMETRY FUNDS 6,126336.4K $0.20 %0.01 %as of Mar 31, 2026
Invesco Russell 2000 Dynamic Multifactor ETF Invesco Exchange-Traded Self-Indexed Fund Trust 5,892319.6K $0.12 %0.01 %as of Feb 28, 2026
JNL/Mellon U.S. Stock Market Index Fund JNL Series Trust 5,797318.4K $0.01 %0.01 %as of Mar 31, 2026
First Trust Horizon Managed Volatility Small/Mid ETF First Trust Exchange-Traded Fund III 5,469308K $1.01 %0.01 %as of Apr 30, 2026
Allspring Disciplined Small Cap Fund ALLSPRING FUNDS TRUST 5,187284.9K $0.20 %0.01 %as of Mar 31, 2026
Goldman Sachs Absolute Return Tracker Fund GOLDMAN SACHS TRUST 5,042276.9K $0.00 %0.00 %as of Mar 31, 2026
THRIVENT GLOBAL STOCK FUND Thrivent Mutual Funds 5,003281.7K $0.01 %0.00 %as of Apr 30, 2026
Steward Values Enhanced Small-Mid Cap Fund Steward Funds Inc 4,887275.2K $0.15 %0.00 %as of Apr 30, 2026
Dimensional US Vector Equity ETF Dimensional ETF Trust 4,579257.8K $0.06 %0.00 %as of Apr 30, 2026
Small-Cap Equity Portfolio PACIFIC SELECT FUND 4,548249.8K $0.10 %0.00 %as of Mar 31, 2026
THRIVENT GLOBAL STOCK PORTFOLIO Thrivent Series Fund, Inc. 4,482246.2K $0.01 %0.00 %as of Mar 31, 2026
ProShares Russell 2000 High Income ETF ProShares Trust 4,384237.8K $0.15 %0.00 %as of Feb 28, 2026
iShares Morningstar Small-Cap ETF iShares Trust 4,258239.8K $0.09 %0.00 %as of Apr 30, 2026
iShares Dow Jones U.S. ETF iShares Trust 4,221237.7K $0.01 %0.00 %as of Apr 30, 2026
AZL DFA U.S. Core Equity Fund Allianz Variable Insurance Products Trust 3,823210K $0.03 %0.00 %as of Mar 31, 2026
BNY Mellon US Small Cap Core Equity ETF BNY Mellon ETF Trust 3,596202.5K $0.25 %0.00 %as of Apr 30, 2026
WisdomTree Global High Dividend Fund WisdomTree Trust 3,517193.2K $0.14 %0.00 %as of Mar 31, 2026
Virtus Real Asset Income ETF ETFis Series Trust I 3,489196.5K $1.07 %0.00 %as of Apr 30, 2026
THRIVENT MODERATE ALLOCATION FUND Thrivent Mutual Funds 3,484196.2K $0.00 %0.00 %as of Apr 30, 2026
Sterling Capital Behavioral Small Cap Value Fund Sterling Capital Funds 3,440188.9K $0.27 %0.00 %as of Mar 31, 2026
ProShares Ultra MidCap400 ProShares Trust 3,349181.6K $0.12 %0.00 %as of Feb 28, 2026
S&P MidCap Index Fund SHELTON FUNDS 3,297178.8K $0.16 %0.00 %as of Feb 28, 2026
THRIVENT MODERATELY CONSERVATIVE ALLOCATION PORTFOLIO Thrivent Series Fund, Inc. 3,265179.3K $0.01 %0.00 %as of Mar 31, 2026
EQ/Franklin Small Cap Value Managed Volatility Portfolio EQ Advisors Trust 3,263179.2K $0.07 %0.00 %as of Mar 31, 2026
iShares Core Dividend ETF iShares Trust 3,068172.8K $0.01 %0.00 %as of Apr 30, 2026
AQR Trend Total Return Fund AQR Funds 2,928160.8K $0.08 %0.00 %as of Mar 31, 2026
Longboard Fund NORTHERN LIGHTS FUND TRUST II 2,826153.3K $0.14 %0.00 %as of Feb 28, 2026
Invesco Dividend AchieversTM ETF Invesco Exchange-Traded Fund Trust 2,810158.2K $0.02 %0.00 %as of Apr 30, 2026
LSV U.S. Managed Volatility Fund ADVISORS' INNER CIRCLE FUND 2,800157.7K $0.60 %0.00 %as of Apr 30, 2026
Penn Series Small Cap Index Fund Penn Series Funds Inc 2,764151.8K $0.19 %0.00 %as of Mar 31, 2026
Schwab Fundamental U.S. Broad Market ETF SCHWAB STRATEGIC TRUST 2,718147.4K $0.01 %0.00 %as of Feb 28, 2026
Avantis U.S. Equity Fund American Century ETF Trust 2,629142.6K $0.02 %0.00 %as of Feb 28, 2026
SA Multi-Managed Small Cap Portfolio SEASONS SERIES TRUST 2,543139.7K $0.11 %0.00 %as of Mar 31, 2026
Nationwide Fundamental All Cap Equity Portfolio Nationwide Mutual Funds 2,484139.9K $0.01 %0.00 %as of Apr 30, 2026
State Street Total Return V.I.S. Fund STATE STREET VARIABLE INSURANCE SERIES FUNDS INC 2,421133K $0.01 %0.00 %as of Mar 31, 2026
VIP Total Market Index Portfolio Variable Insurance Products Fund II 2,402131.9K $0.01 %0.00 %as of Mar 31, 2026
Destinations Small-Mid Cap Equity Fund Brinker Capital Destinations Trust 2,382129.2K $0.02 %0.00 %as of Feb 28, 2026
First Trust Multi Cap Value AlphaDEX Fund First Trust Exchange-Traded AlphaDEX Fund 2,132120.1K $0.09 %0.00 %as of Apr 30, 2026
Horizon Small/Mid Cap Core Equity ETF Horizon Funds 2,121115K $0.20 %0.00 %as of Feb 28, 2026
Lazard US Systematic Small Cap Equity ETF Lazard Active ETF Trust 2,071113.7K $0.20 %0.00 %as of Mar 31, 2026
Avantis Total Equity Markets ETF American Century ETF Trust 2,059111.7K $0.02 %0.00 %as of Feb 28, 2026
U.S. Small Cap Equity Fund RUSSELL INVESTMENT FUNDS 1,948107K $0.05 %0.00 %as of Mar 31, 2026
Total Stock Market Index Trust John Hancock Variable Insurance Trust 1,68892.7K $0.01 %0.00 %as of Mar 31, 2026
Direxion Daily Mid Cap Bull 3X Shares Direxion Shares ETF Trust 1,67194.1K $0.11 %0.00 %as of Apr 30, 2026
Putnam Dynamic Asset Allocation Conservative Fund Putnam Asset Allocation Funds 1,64690.4K $0.01 %0.00 %as of Mar 31, 2026
State Street(R) SPDR(R) S&P(R) 1500 Value Tilt ETF SPDR SERIES TRUST 1,63389.7K $0.01 %0.00 %as of Mar 31, 2026
TIAA Separate Account VA-1 - Stock Index Account TIAA Separate Account VA-1 1,46280.3K $0.01 %0.00 %as of Mar 31, 2026
Virtus AlphaSimplex Global Alternatives Fund Virtus Alternative Solutions Trust 1,45379.8K $0.11 %0.00 %as of Mar 31, 2026
Venerable US Small Cap Fund Venerable Variable Insurance Trust 1,27970.2K $0.05 %0.00 %as of Mar 31, 2026
Leuthold Global Fund Managed Portfolio Series 1,25168.7K $0.31 %0.00 %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
Cite this page

Titelia. "Fund shareholders of New Jersey Resources Corp". https://titelia.com/en/stocks/new-jersey-resources-corp-US6460251068