As of the latest SEC filings, NEW JERSEY RESOURCES CORP (NJR) is held by 348 institutional funds. The largest fund shareholder is iShares Core S&P Mid-Cap ETF (IJH), holding an estimated $183,367,609.96 in market value, representing 0.17% of its portfolio.
Funds holding NEW JERSEY RESOURCES CORP (NJR)
Source: SEC Form N-PORT institutional portfolio disclosures
- Ticker:
- NJR
- CIK:
- 0000356309
| Fund | Type | Manager | Weight | Market Value | Shares |
Report Date
|
Filing Date
|
|---|---|---|---|---|---|---|---|
|
IJH
iShares Core S&P Mid-Cap ETF
|
ETF | BlackRock / iShares | 0.17% | $183,367,609.96 | 3,338,813 | Mar 31, 2026 | May 26, 2026 |
|
VTI
VANGUARD TOTAL STOCK MARKET INDEX FUND
|
ETF | Vanguard | 0.01% | $175,874,984.20 | 3,202,385 | Mar 31, 2026 | May 28, 2026 |
|
IWM
iShares Russell 2000 ETF
|
ETF | BlackRock / iShares | 0.19% | $135,743,182.76 | 2,471,653 | Mar 31, 2026 | May 28, 2026 |
|
NAESX
VANGUARD SMALL-CAP INDEX FUND
|
ETF | Vanguard | 0.08% | $127,698,446.24 | 2,325,172 | Mar 31, 2026 | May 28, 2026 |
|
DVY
iShares Select Dividend ETF
|
ETF | BlackRock / iShares | 0.48% | $109,387,524.45 | 1,942,595 | Apr 30, 2026 | Jun 24, 2026 |
|
VISVX
VANGUARD SMALL-CAP VALUE INDEX FUND
|
ETF | Vanguard | 0.13% | $81,321,417.00 | 1,480,725 | Mar 31, 2026 | May 28, 2026 |
|
VEMPX
VANGUARD EXTENDED MARKET INDEX FUND
|
ETF | Vanguard | 0.08% | $61,736,066.28 | 1,124,109 | Mar 31, 2026 | May 28, 2026 |
|
FSSNX
Fidelity Small Cap Index Fund
|
MF | Fidelity | 0.17% | $56,293,163.31 | 999,701 | Apr 30, 2026 | Jun 26, 2026 |
|
SDY
State Street(R) SPDR(R) S&P(R) Dividend ETF
|
ETF | State Street (SPDR) | 0.25% | $52,429,762.44 | 954,657 | Mar 31, 2026 | May 28, 2026 |
|
EMLP
First Trust North American Energy Infrastructure Fund
|
ETF | First Trust | 1.21% | $49,276,768.38 | 875,098 | Apr 30, 2026 | Jun 22, 2026 |
|
IWN
iShares Russell 2000 Value ETF
|
ETF | BlackRock / iShares | 0.38% | $47,611,301.32 | 866,921 | Mar 31, 2026 | May 28, 2026 |
|
MDY
SPDR S&P MidCap 400 ETF Trust
|
ETF | State Street (SPDR) | 0.17% | $41,743,428.84 | 760,077 | Mar 31, 2026 | Jun 1, 2026 |
|
DFSVX
U.S. SMALL CAP VALUE PORTFOLIO
|
MF | Dimensional Fund Advisors | 0.22% | $41,576,319.57 | 738,347 | Apr 30, 2026 | Jun 24, 2026 |
|
DEVIX
Nomura Small Cap Value Fund
|
MF | Independent / Boutique | 1.09% | $39,553,652.16 | 729,234 | Feb 27, 2026 | Apr 23, 2026 |
|
QRSVX
FPA Queens Road Small Cap Value Fund
|
MF | Independent / Boutique | 3.22% | $38,189,895.84 | 704,091 | Feb 28, 2026 | Apr 22, 2026 |
|
VUIAX
VANGUARD UTILITIES INDEX FUND
|
ETF | Vanguard | 0.34% | $37,081,284.48 | 683,652 | Feb 28, 2026 | Apr 28, 2026 |
|
FVD
First Trust Value Line Dividend Index Fund
|
ETF | First Trust | 0.43% | $34,495,471.68 | 628,104 | Mar 31, 2026 | May 28, 2026 |
|
REGL
ProShares S&P MidCap 400 Dividend Aristocrats ETF
|
ETF | ProShares | 1.64% | $28,997,680.32 | 534,618 | Feb 28, 2026 | Apr 24, 2026 |
|
FSMAX
Fidelity Extended Market Index Fund
|
MF | Fidelity | 0.07% | $28,411,237.44 | 523,806 | Feb 28, 2026 | Apr 24, 2026 |
|
IJJ
iShares S&P Mid-Cap 400 Value ETF
|
ETF | BlackRock / iShares | 0.35% | $28,133,978.24 | 512,272 | Mar 31, 2026 | May 28, 2026 |
|
VTWO
VANGUARD RUSSELL 2000 INDEX FUND
|
ETF | Vanguard | 0.18% | $27,166,429.44 | 500,856 | Feb 28, 2026 | Apr 28, 2026 |
|
SPMD
State Street(R) SPDR(R) Portfolio S&P 400(TM) Mid Cap ETF
|
ETF | State Street (SPDR) | 0.17% | $27,082,479.92 | 493,126 | Mar 31, 2026 | May 28, 2026 |
|
SCHA
Schwab U.S. Small-Cap ETF
|
ETF | Charles Schwab | 0.13% | $26,497,758.72 | 488,528 | Feb 28, 2026 | Apr 24, 2026 |
|
NDVUX
MFS New Discovery Value Fund
|
MF | Independent / Boutique | 0.94% | $25,728,744.00 | 474,350 | Feb 28, 2026 | Apr 24, 2026 |
|
DFSTX
U.S. SMALL CAP PORTFOLIO
|
MF | Dimensional Fund Advisors | 0.13% | $25,218,433.50 | 447,850 | Apr 30, 2026 | Jun 24, 2026 |
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