Cambridge Investment Research Advisors, Inc.
Position in KIO — KKR Income Opportunities Fund
CIK 1419186
FAIRFIELD, IA
Position in KIO
as of Jun 30, 2026
· filed Jul 30, 2026
Position Value
$1,288,020
+$64,787 QoQ
Shares Held
114,389
+2.9% QoQ
Ownership
0.279%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#17
of 90 holders
Holding Since
Mar 2020
26 quarters on record
Common Shares in KIO Over Time
Shares Held
Position Value (USD)
Position in Asset Management
Financial Services · as of Jun 30, 2026Cambridge Investment Research Advisors, Inc. holds $736,420,292 across 296 Asset Management names. KIO ranks #103 (0.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PHYS |
Sprott Physical Gold Trust
|
3,116,362 | $94,020,641 | |
| 2 | BPRE |
Bluerock Private Real Estate Fund
|
4,679,291 | $60,877,575 | |
| 3 | BX |
Blackstone Inc.
|
298,216 | $35,091,076 | |
| 4 | PSLV |
Sprott Physical Silver Trust
|
1,697,326 | $32,028,541 | |
| 5 | PDI |
PIMCO Dynamic Income Fund
|
1,334,973 | $22,294,049 | |
| 6 | BLK |
BlackRock, Inc.
|
21,557 | $20,728,348 | |
| 7 | ARCC |
Ares Capital Corp
|
1,081,390 | $20,038,156 | |
| 8 | FSK |
FS KKR Capital Corp
|
1,699,036 | $17,839,878 |
All Filings in KIO
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,288,020 | 114,389 | Shares | Sole | 2026-07-30 | |
| 2026-03-31 | $1,223,233 | 111,203 | Shares | Sole | 2026-04-30 | |
| 2025-12-31 | $1,296,573 | 111,870 | Shares | Sole | 2026-02-05 | |
| 2025-09-30 | $1,774,508 | 140,834 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $1,190,449 | 94,781 | Shares | Sole | 2025-07-31 | |
| 2025-03-31 | $1,456,045 | 118,474 | Shares | Sole | 2025-04-22 | |
| 2024-12-31 | $1,533,307 | 114,597 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $1,697,326 | 114,995 | Shares | Sole | 2024-10-28 | |
| 2024-06-30 | $1,539,564 | 112,377 | Shares | Sole | 2024-07-26 | |
| 2024-03-31 | $1,412,506 | 104,321 | Shares | Sole | 2024-04-24 | |
| 2023-12-31 | $1,254,800 | 99,825 | Shares | Sole | 2024-02-09 | |
| 2023-09-30 | $1,067,932 | 89,292 | Shares | Sole | 2023-10-24 | |
| 2023-06-30 | $1,067,481 | 91,945 | Shares | Sole | 2023-07-13 | |
| 2023-03-31 | $1,030,593 | 93,861 | Shares | Sole | 2023-05-11 | |
| 2022-12-31 | $1,052,985 | 95,639 | Shares | Sole | 2023-02-08 | |
| 2022-09-30 | $1,155,714 | 101,024 | Shares | Sole | 2022-10-17 | |
| 2022-06-30 | $1,166,432 | 100,209 | Shares | Sole | 2022-07-13 | |
| 2022-03-31 | $1,405,366 | 97,392 | Shares | Sole | 2022-05-12 | |
| 2021-12-31 | $1,593,153 | 94,158 | Shares | Sole | 2022-02-03 | |
| 2021-09-30 | $1,433,184 | 87,496 | Shares | Sole | 2021-11-02 | |
| 2021-06-30 | $1,097,994 | 65,827 | Shares | Sole | 2021-08-10 | |
| 2021-03-31 | $840,010 | 53,098 | Shares | Sole | 2021-05-07 | |
| 2020-12-31 | $269,667 | 18,688 | Shares | Sole | 2021-02-04 | |
| 2020-09-30 | $179,083 | 13,236 | Shares | Sole | 2020-10-29 | |
| 2020-06-30 | $365,201 | 29,643 | Shares | Sole | 2020-07-27 | |
| 2020-03-31 | $316,260 | 29,668 | Shares | Sole | 2020-05-08 | |
| No filing history on record for this holder in this stock. | ||||||