KKR INCOME OPPORTUNITIES FD (KIO)
Institutional ownership reported to the SEC as of Q2 2026, across 31 quarters.
83
Reporting holders
$95.5M
Reported value
0.0%
Held as options
-2
Holder change
Options share is the part of reported value carried in derivative lines rather than shares. A high figure means institutions are expressing a view on this security without owning much of it.
Holders
| Filer | Value | Shares | Their book | Held | Change |
|---|---|---|---|---|---|
| MORGAN STANLEY | $33.7M | 2,996,729 | 0.00% | 35q | +9.2%+$2.8M |
| GUGGENHEIM CAPITAL LLC | $9.6M | 851,503 | 0.06% | 31q | +7.3%+$652.4K |
| UBS Group AG | $7.3M | 646,653 | 0.00% | 31q | -2.1%-$155.5K |
| WELLS FARGO & COMPANY/MN | $6.2M | 548,460 | 0.00% | 31q | -53.0%-$7.0M |
| BANK OF AMERICA CORP /DE/ | $3.9M | 348,013 | 0.00% | 31q | +1.8%+$68.6K |
| Rareview Capital LLC | $2.5M | 198,863 | 1.40% | 5q | +10.1%+$229.2K |
| Kovack Advisors, Inc. | $2.5M | 216,679 | 0.12% | 14q | +60.5%+$925.2K |
| LPL Financial LLC | $2.4M | 217,250 | 0.00% | 31q | +2.0%+$48.5K |
| Shaker Financial Services, LLC | $2.0M | 175,575 | 0.62% | 6q | -44.4%-$1.6M |
| Karpus Management, Inc. | $1.8M | 162,934 | 0.05% | 6q | -3.4%-$64.8K |
| Significant Wealth Partners LLC | $1.6M | 143,556 | 1.75% | 2q | +1.7%+$27.1K |
| Capital Investment Advisors, LLC | $1.5M | 135,975 | 0.02% | 31q | -3.1%-$49.0K |
| Invesco Ltd. | $1.4M | 125,904 | 0.00% | 31q | -17.8%-$306.5K |
| RAYMOND JAMES FINANCIAL INC | $1.3M | 114,454 | 0.00% | 7q | -1.9%-$25.2K |
| J.W. COLE ADVISORS, INC. | $1.1M | 101,737 | 0.02% | new | NEW |
| Cetera Investment Advisers | $1.1M | 100,812 | 0.00% | 23q | +4.6%+$49.6K |
| Joseph P. Lucia & Associates, LLC | $1.1M | 100,022 | 0.34% | 30q | +1.0%+$11.1K |
| Baird Financial Group, Inc. | $891.2K | 79,150 | 0.00% | 6q | -4.8%-$45.0K |
| ROYAL BANK OF CANADA | $859.0K | 76,286 | 0.00% | 31q | -0.9%-$7.4K |
| Advisors Asset Management, Inc. | $830.8K | 73,782 | 0.01% | new | NEW |
| Rockefeller Capital Management L.P. | $652.1K | 57,913 | 0.00% | 27q | -12.1%-$90.0K |
| ROBINSON CAPITAL MANAGEMENT, LLC | $587.3K | 52,154 | 0.26% | 6q | HELD |
| Bramshill Investments, LLC | $536.6K | 47,659 | 0.04% | 10q | +1.1%+$5.9K |
| NewEdge Advisors, LLC | $533.4K | 47,370 | 0.00% | new | NEW |
| ENVESTNET ASSET MANAGEMENT INC | $512.6K | 45,520 | 0.00% | 16q | -11.1%-$64.2K |
| PFG Investments, LLC | $489.5K | 43,469 | 0.02% | 2q | -1.8%-$9.0K |
| Carnegie Lake Advisors LLC | $482.8K | 42,874 | 0.18% | 8q | -0.6%-$2.8K |
| Aviance Capital Partners, LLC | $462.2K | 41,051 | 0.05% | 6q | +2.7%+$12.0K |
| Arax Advisory Partners | $454.1K | 40,333 | 0.00% | 5q | +706.7%+$397.8K |
| FIFTH THIRD BANCORP | $449.3K | 39,900 | 0.00% | 2q | HELD |
| Virtus Investment Advisers, LLC | $431.7K | 38,341 | 0.10% | 6q | -21.1%-$115.2K |
| STEPHENS INC /AR/ | $413.5K | 36,723 | 0.00% | 31q | HELD |
| Uncommon Cents Investing LLC | $369.2K | 32,785 | 0.08% | 6q | -0.9%-$3.4K |
| OSAIC HOLDINGS, INC. | $342.0K | 30,368 | 0.00% | 26q | +17.0%+$49.6K |
| Total Wealth Planning & Management, Inc. | $329.2K | 29,238 | 0.22% | 2q | +14.0%+$40.4K |
| Equitable Holdings, Inc. | $322.2K | 28,615 | 0.00% | 2q | +33.4%+$80.6K |
| XTX Topco Ltd | $302.4K | 26,857 | 0.00% | new | NEW |
| Corient Private Wealth LP | $274.9K | 24,412 | 0.00% | 5q | -20.8%-$72.4K |
| Sanctuary Advisors, LLC | $256.9K | 22,813 | 0.00% | new | NEW |
| WealthTrust Axiom LLC | $235.2K | 20,889 | 0.05% | 6q | -4.8%-$12.0K |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $227.5K | 20,040 | 0.00% | 7q | -3.9%-$9.2K |
| Apollon Wealth Management, LLC | $221.0K | 19,629 | 0.00% | 7q | HELD |
| STIFEL FINANCIAL CORP | $200.3K | 17,793 | 0.00% | 18q | -1.7%-$3.5K |
| Fortitude Advisory Group L.L.C. | $180.9K | 16,066 | 0.07% | 6q | HELD |
| RIK SAYLOR FINANCIAL, INC. | $177.7K | 15,785 | 0.12% | 7q | HELD |
| SeaCrest Wealth Management, LLC | $176.6K | 15,682 | 0.02% | 17q | +2.4%+$4.2K |
| Herold Advisors, Inc. | $163.0K | 14,440 | 0.03% | 5q | +20.2%+$27.3K |
| Hennion & Walsh Asset Management, Inc. | $157.6K | 13,992 | 0.00% | 9q | -49.7%-$155.9K |
| Graves Light Lenhart Wealth, Inc. | $154.6K | 13,728 | 0.01% | 31q | HELD |
| BlackRock, Inc. | $153.8K | 13,654 | 0.00% | 3q | -1.6%-$2.5K |
| Concurrent Investment Advisors, LLC | $151.6K | 13,464 | 0.00% | 11q | HELD |
| Plotkin Financial Advisors, LLC | $145.7K | 12,938 | 0.06% | 2q | HELD |
| UHLMANN PRICE SECURITIES, LLC | $145.0K | 12,877 | 0.01% | 6q | +3.2%+$4.5K |
| HighTower Advisors, LLC | $137.8K | 12,242 | 0.00% | 30q | -3.9%-$5.6K |
| Creative Planning | $127.3K | 11,306 | 0.00% | new | NEW |
| Gator Capital Management, LLC | $125.0K | 11,102 | 0.03% | 19q | HELD |
| GILL CAPITAL PARTNERS, LLC | $124.1K | 11,018 | 0.03% | 6q | -1.0%-$1.2K |
| CoreCap Advisors, LLC | $118.5K | 10,520 | 0.00% | 10q | +2491.1%+$113.9K |
| B. Riley Wealth Advisors, Inc. | $114.6K | 10,148 | 0.01% | 3q | +0.6% |
| AdvisorNet Financial, Inc | $60.5K | 5,372 | 0.00% | 6q | HELD |
| US BANCORP \DE\ | $57.2K | 5,076 | 0.00% | 7q | HELD |
| Global Retirement Partners, LLC | $42.4K | 3,769 | 0.00% | 2q | +143.8%+$25.0K |
| EverSource Wealth Advisors, LLC | $33.5K | 2,971 | 0.00% | 5q | HELD |
| HARBOUR INVESTMENTS, INC. | $31.0K | 2,753 | 0.00% | 2q | HELD |
| MERCER GLOBAL ADVISORS INC /ADV | $21.1K | 1,877 | 0.00% | new | NEW |
| BNP PARIBAS FINANCIAL MARKETS | $16.9K | 1,504 | 0.00% | 4q | -31.6%-$7.8K |
| Pinnacle Wealth Planning Services, Inc. | $15.3K | 1,361 | 0.00% | 3q | +25.7%+$3.1K |
| Atlantic Union Bankshares Corp | $14.7K | 1,305 | 0.00% | 6q | HELD |
| Penserra Capital Management LLC | $13.1K | 1,161,643 | 0.10% | 8q | +4.0% |
| Noble Wealth Management PBC | $9.0K | 800 | 0.00% | 2q | HELD |
| Osbon Capital Management LLC | $6.5K | 574 | 0.01% | 2q | +86.4%+$3.0K |
| WPG Advisers, LLC | $6.1K | 541 | 0.00% | 5q | +28.2%+$1.3K |
| Janney Montgomery Scott LLC | $6.0K | 536,534 | 0.01% | 4q | +14.2% |
| Ameritas Advisory Services, LLC | $4.2K | 371 | 0.00% | new | NEW |
| HIGHLINE WEALTH PARTNERS LLC | $2.8K | 250 | 0.00% | 4q | HELD |
| JPMORGAN CHASE & CO | $2.6K | 230 | 0.00% | 14q | HELD |
| Cambridge Investment Research Advisors, Inc. | $2.6K | 228,778 | 0.00% | 31q | +105.7%+$1.3K |
| COMPASS FINANCIAL MANAGEMENT LLC | $2.3K | 205 | 0.00% | new | FIRST |
| Mountain Hill Investment Partners Corp. | $1.8K | 163 | 0.00% | 7q | +3.2% |
| Steward Partners Investment Advisory, LLC | $1.8K | 162 | 0.00% | 5q | HELD |
| Strategic Advocates LLC | $1.5K | 135 | 0.01% | 6q | HELD |
| WHITTIER TRUST CO OF NEVADA INC | $1.3K | 114 | 0.00% | 2q | HELD |
| JFS WEALTH ADVISORS, LLC | $1.0K | 93 | 0.00% | new | NEW |
| COHEN & STEERS, INC. | $988 | 87,779 | 0.00% | 5q | HELD |
| SIT INVESTMENT ASSOCIATES INC | $904 | 80,300 | 0.02% | 6q | HELD |
| WEDBUSH SECURITIES INC | $693 | 61,574 | 0.02% | 13q | +42.9% |
| Tower Research Capital LLC (TRC) | $462 | 41 | 0.00% | new | NEW |
| ASSETMARK, INC | $180 | 16 | 0.00% | 10q | HELD |
| BESSEMER GROUP INC | $68 | 6,000 | 0.00% | new | NEW |
| CITIGROUP INC | $11 | 1 | 0.00% | 6q | HELD |
| TSFG, LLC | $1 | 67 | 0.00% | 6q | HELD |
Quarter by quarter
Coverage begins with the quarter ending 2018-12-31. Earlier filings exist only as occasional late amendments, too sparse to describe a market, so they are not shown.
| Quarter | Holders | Value | Shares | New | Added | Trimmed | Options |
|---|---|---|---|---|---|---|---|
| Q2 2026 | 83 | $95.5M | 8,459,729 | 10 | 25 | 24 | 0.0% |
| Q1 2026 | 85 | $99.6M | 9,027,595 | 14 | 23 | 30 | 0.0% |
| Q4 2025 | 85 | $95.2M | 8,198,829 | 13 | 31 | 25 | 0.0% |
| Q3 2025 | 85 | $96.6M | 7,671,285 | 9 | 31 | 24 | 0.0% |
| Q2 2025 | 86 | $111.2M | 8,850,028 | 16 | 30 | 25 | 0.0% |
| Q1 2025 | 75 | $116.6M | 9,491,676 | 26 | 26 | 7 | 0.0% |
| Q4 2024 | 59 | $67.7M | 5,059,836 | 7 | 20 | 15 | 0.0% |
| Q3 2024 | 51 | $71.1M | 4,823,252 | 8 | 13 | 15 | 0.0% |
| Q2 2024 | 47 | $70.2M | 5,124,234 | 5 | 10 | 18 | 0.0% |
| Q1 2024 | 49 | $104.8M | 7,736,839 | 11 | 16 | 7 | 0.0% |
| Q4 2023 | 50 | $80.1M | 6,369,800 | 7 | 16 | 12 | 0.0% |
| Q3 2023 | 48 | $67.9M | 5,675,526 | 7 | 12 | 17 | 0.0% |
| Q2 2023 | 46 | $67.9M | 5,844,153 | 3 | 17 | 13 | 0.0% |
| Q1 2023 | 53 | $67.9M | 6,186,855 | 18 | 24 | 5 | 0.0% |
| Q4 2022 | 37 | $38.7M | 3,549,762 | 4 | 15 | 13 | 0.0% |
| Q3 2022 | 52 | $61.0M | 5,328,382 | 6 | 24 | 11 | 0.0% |
| Q2 2022 | 55 | $58.1M | 4,906,487 | 10 | 25 | 11 | 0.0% |
| Q1 2022 | 49 | $66.3M | 4,597,018 | 10 | 14 | 15 | 0.0% |
| Q4 2021 | 45 | $71.4M | 4,219,997 | 5 | 17 | 13 | 0.0% |
| Q3 2021 | 43 | $62.1M | 3,789,233 | 1 | 14 | 17 | 0.0% |
| Q2 2021 | 46 | $62.9M | 3,768,351 | 3 | 17 | 15 | 0.0% |
| Q1 2021 | 53 | $62.4M | 3,941,250 | 8 | 21 | 14 | 0.0% |
| Q4 2020 | 52 | $52.9M | 3,668,793 | 7 | 19 | 17 | 0.0% |
| Q3 2020 | 46 | $40.5M | 2,999,111 | 2 | 14 | 21 | 0.0% |
| Q2 2020 | 48 | $43.1M | 3,495,241 | 3 | 17 | 16 | 0.0% |
| Q1 2020 | 53 | $50.2M | 5,217,668 | 14 | 14 | 16 | 0.0% |
| Q4 2019 | 45 | $63.9M | 4,046,156 | 2 | 18 | 15 | 0.0% |
| Q3 2019 | 44 | $62.8M | 4,030,616 | 2 | 17 | 17 | 0.0% |
| Q2 2019 | 43 | $66.4M | 4,223,376 | 3 | 17 | 17 | 0.0% |
| Q1 2019 | 49 | $122.5M | 5,003,415 | 4 | 20 | 15 | 0.0% |
| Q4 2018 | 55 | $66.2M | 4,644,348 | 1 | 1 | 1 | 0.0% |