Filing Research | NJR - New Jersey Resources Corp. Institutional Holdings

Snapshot holdings

50 / 88 loaded

#		Instrument	quantity
1	CONFLUENCE INVESTMENT MANAGEMENT LLC	Shares	387.6KSH	$21.7M
2	EXCHANGE TRADED CONCEPTS, LLC	Shares	209.0KSH	$11.7M
3	COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS	Shares	193.9KSH	$10.9M
4	MATTERN CAPITAL MANAGEMENT, LLC	Shares	174.7KSH	$9.8M
5	BENJAMIN EDWARDS INC	Shares	120.6KSH	$6.8M
6	HENNESSY ADVISORS INC	Shares	109.9KSH	$6.2M
7	PEREGRINE CAPITAL MANAGEMENT LLC	Shares	89.7KSH	$5.0M
8	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	Shares	62.9KSH	$3.7M
9	FARMERS & MERCHANTS INVESTMENTS INC	Shares	47.3KSH	$2.6M
10	Police & Firemen's Retirement System of New Jersey	Shares	30.4KSH	$1.7M
11	Louisiana State Employees Retirement System	Shares	29.5KSH	$1.7M
12	YOUSIF CAPITAL MANAGEMENT, LLC	Shares	27.8KSH	$1.6M
13	Hennion & Walsh Asset Management, Inc.	Shares	26.4KSH	$1.5M
14	Mirae Asset Global Investments Co., Ltd.	Shares	18.7KSH	$1.0M
15	Legacy Advisors, LLC	Shares	17.9KSH	$1.0M
16	Shore Point Advisors, LLC	Shares	17.1KSH	$958.2K
17	MOODY NATIONAL BANK TRUST DIVISION	Shares	15.7KSH	$880.2K
18	Y-Intercept (Hong Kong) Ltd	Shares	11.8KSH	$659.7K
19	SPIRIT OF AMERICA MANAGEMENT CORP/NY	Shares	11.7KSH	$652.9K
20	Smallwood Wealth Investment Management, LLC	Shares	10.6KSH	$596.6K
21	THURSTON, SPRINGER, MILLER, HERD & TITAK, INC.	Shares	9.1KSH	$512.5K
22	SECURIAN ASSET MANAGEMENT, INC	Shares	7.4KSH	$435.6K
23	Sequoia Financial Advisors, LLC	Shares	7.6KSH	$428.1K
24	C2C Wealth Management, LLC	Shares	7.4KSH	$416.0K
25	IFM Investors Pty Ltd	Shares	7.2KSH	$400.7K
26	Kesler, Norman & Wride, LLC	Shares	6.9KSH	$387.4K
27	Fortis Group Advisors, LLC	Shares	6.4KSH	$360.7K
28	Crossmark Global Holdings, Inc.	Shares	6.3KSH	$355.3K
29	SHEETS SMITH WEALTH MANAGEMENT	Shares	6.3KSH	$353.1K
30	Merit Financial Group, LLC	Shares	6.2KSH	$345.1K
31	Apollon Wealth Management, LLC	Shares	6.0KSH	$335.6K
32	B. Riley Wealth Advisors, Inc.	Shares	5.9KSH	$334.7K
33	D.A. DAVIDSON & CO.	Shares	5.3KSH	$294.5K
34	Pine Valley Investments Ltd Liability Co	Shares	5.1KSH	$287.5K
35	Hobart Private Capital, LLC	Shares	5.1KSH	$285.2K
36	PFG Investments, LLC	Shares	5.0KSH	$277.8K
37	Affinity Capital Advisors, LLC	Shares	4.9KSH	$273.6K
38	ZynergyRetirementPlanningLLC	Shares	4.5KSH	$254.5K
39	GAMMA Investing LLC	Shares	4.5KSH	$254.1K
40	National Wealth Management Group, LLC	Shares	4.5KSH	$249.4K
41	Sivia Capital Partners, LLC	Shares	4.3KSH	$238.8K
42	Sovereign Financial Group, Inc.	Shares	4.3KSH	$238.2K
43	Farther Finance Advisors, LLC	Shares	3.8KSH	$213.9K
44	SBI Securities Co., Ltd.	Shares	3.8KSH	$213.7K
45	ATWOOD & PALMER INC	Shares	2.7KSH	$150.2K
46	SIGNATUREFD, LLC	Shares	2.4KSH	$135.6K
47	Palouse Capital Management, Inc.	Shares	1.6KSH	$90.7K
48	INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC	Shares	1.6KSH	$87.2K
49	IFP Advisors, Inc	Shares	1.4KSH	$77.7K
50	ELEVATION WEALTH PARTNERS, LLC	Shares	1.2KSH	$68.1K

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Manager changes2026-06-30 vs 2026-03-31

50 / 95 loaded

#		Instrument
1	FARMERS & MERCHANTS INVESTMENTS INC added	Shares	+47.2K	+$2.6M	$2.6M
2	Mirae Asset Global Investments Co., Ltd. new	Shares	+18.7K	+$1.0M	$1.0M
3	COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS added	Shares	+14.5K	+$1.0M	$10.9M
4	Y-Intercept (Hong Kong) Ltd added	Shares	+6.3K	+$360.9K	$659.7K
5	HENNESSY ADVISORS INC added	Shares	+3.8K	+$331.8K	$6.2M
6	Sivia Capital Partners, LLC new	Shares	+4.3K	+$238.8K	$238.8K
7	Police & Firemen's Retirement System of New Jersey added	Shares	+2.8K	+$187.2K	$1.7M
8	Merit Financial Group, LLC added	Shares	+2.3K	+$132.0K	$345.1K
9	Shore Point Advisors, LLC added	Shares	+1.1K	+$81.4K	$958.2K
10	THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. added	Shares	+916	+$60.5K	$512.5K
11	Sequoia Financial Advisors, LLC added	Shares	+932	+$59.8K	$428.1K
12	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC trimmed	Shares	-1.7K	+$59.2K	$3.7M
13	Louisiana State Employees Retirement System added	Shares	+300	+$49.5K	$1.7M
14	GAMMA Investing LLC added	Shares	+742	+$45.8K	$254.1K
15	Farther Finance Advisors, LLC added	Shares	+678	+$42.0K	$213.9K
16	SJS Investment Consulting Inc. added	Shares	+724	+$40.6K	$41.5K
17	Apollon Wealth Management, LLC added	Shares	+545	+$36.6K	$335.6K
18	PFG Investments, LLC added	Shares	+489	+$32.4K	$277.8K
19	SECURIAN ASSET MANAGEMENT, INC unchanged	Shares	0	+$27.4K	$435.6K
20	Roxbury Financial LLC added	Shares	+373	+$21.5K	$49.6K
21	Legacy Advisors, LLC unchanged	Shares	0	+$20.0K	$1.0M
22	MOODY NATIONAL BANK TRUST DIVISION unchanged	Shares	0	+$17.6K	$880.2K
23	SPIRIT OF AMERICA MANAGEMENT CORP/NY unchanged	Shares	0	+$13.0K	$652.9K
24	Smallwood Wealth Investment Management, LLC added	Shares	+14	+$12.7K	$596.6K
25	True Wealth Design, LLC added	Shares	+208	+$11.7K	$12.7K
26	B. Riley Wealth Advisors, Inc. added	Shares	+44	+$11.2K	$334.7K
27	C2C Wealth Management, LLC unchanged	Shares	0	+$8.3K	$416.0K
28	IFM Investors Pty Ltd unchanged	Shares	0	+$8.0K	$400.7K
29	ZynergyRetirementPlanningLLC added	Shares	+39	+$7.2K	$254.5K
30	Crossmark Global Holdings, Inc. unchanged	Shares	0	+$7.1K	$355.3K
31	IFP Advisors, Inc added	Shares	+101	+$7.1K	$77.7K
32	SHEETS SMITH WEALTH MANAGEMENT unchanged	Shares	0	+$7.1K	$353.1K
33	Affinity Capital Advisors, LLC unchanged	Shares	0	+$6.5K	$273.6K
34	Pine Valley Investments Ltd Liability Co added	Shares	+13	+$6.4K	$287.5K
35	Kesler, Norman & Wride, LLC trimmed	Shares	-24	+$6.4K	$387.4K
36	Cape Investment Advisory, Inc. new	Shares	+108	+$6.0K	$6.0K
37	Sovereign Financial Group, Inc. unchanged	Shares	0	+$4.8K	$238.2K
38	JFS WEALTH ADVISORS, LLC added	Shares	+62	+$3.5K	$6.8K
39	SBI Securities Co., Ltd. trimmed	Shares	-18	+$3.3K	$213.7K
40	ATWOOD & PALMER INC unchanged	Shares	0	+$3.0K	$150.2K
41	Wealth Enhancement Trust Services, Inc. new	Shares	+45	+$2.5K	$2.5K
42	D.A. DAVIDSON & CO. trimmed	Shares	-68	+$2.2K	$294.5K
43	INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC unchanged	Shares	0	+$1.9K	$87.2K
44	Palouse Capital Management, Inc. unchanged	Shares	0	+$1.8K	$90.7K
45	Creative Capital Management Investments LLC new	Shares	+32	+$1.8K	$1.8K
46	ELEVATION WEALTH PARTNERS, LLC unchanged	Shares	0	+$1.4K	$68.1K
47	HALBERT HARGROVE GLOBAL ADVISORS, LLC unchanged	Shares	0	+$1.0K	$50.4K
48	Crews Bank & Trust unchanged	Shares	0	+$838	$41.9K
49	NEW YORK STATE TEACHERS RETIREMENT SYSTEM added	Shares	+10.7K	+$735	$7.5K
50	Versant Capital Management, Inc unchanged	Shares	0	+$723	$36.1K

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