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