COMMONWEALTH EQUITY SERVICES, LLC
Position in KIO — KKR Income Opportunities Fund
CIK 312272
WALTHAM, MA
Position in KIO
as of Mar 31, 2026
· filed Apr 27, 2026
Position Value
$193,919
-$11,316 QoQ
Shares Held
17,629
-0.4% QoQ
Ownership
0.043%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
20 quarters on record
Common Shares in KIO Over Time
Shares Held
Position Value (USD)
Position in Asset Management
Financial Services · as of Jun 30, 2026COMMONWEALTH EQUITY SERVICES, LLC holds $769,673,966 across 310 Asset Management names.
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BX |
Blackstone Inc.
|
505,508 | $59,483,126 | |
| 2 | PHYS |
Sprott Physical Gold Trust
|
1,384,395 | $41,767,197 | |
| 3 | FSCO |
FS Credit Opportunities Corp.
|
6,132,731 | $30,602,327 | |
| 4 | BLK |
BlackRock, Inc.
|
30,050 | $28,894,878 | |
| 5 | TROW |
Price T Rowe Group Inc
|
251,926 | $28,641,466 | |
| 6 | FSK |
FS KKR Capital Corp
|
1,928,826 | $20,252,673 | |
| 7 | UTG |
Reaves Utility Income Fund
|
437,513 | $17,815,529 | |
| 8 | DNP |
Dnp Select Income Fund Inc
|
1,574,319 | $16,986,902 |
All Filings in KIO
Export CSV
20 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $193,919 | 17,629 | Shares | Sole | 2026-04-27 | |
| 2025-12-31 | $205,235 | 17,708 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $220,764 | 17,521 | Shares | Sole | 2025-10-22 | |
| 2025-06-30 | $376,071 | 29,942 | Shares | Sole | 2025-08-06 | |
| 2025-03-31 | $302,899 | 24,646 | Shares | Sole | 2025-05-09 | |
| 2024-12-31 | $234,123 | 17,498 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $208,883 | 14,152 | Shares | Sole | 2024-10-18 | |
| 2024-06-30 | $237,105 | 17,307 | Shares | Sole | 2024-07-31 | |
| 2024-03-31 | $214,053 | 15,809 | Shares | Sole | 2024-04-29 | |
| 2023-12-31 | $181,950 | 14,475 | Shares | Sole | 2024-02-06 | |
| 2023-09-30 | $159,163 | 13,308 | Shares | Sole | 2023-10-23 | |
| 2023-06-30 | $119,188 | 10,266 | Shares | Sole | 2023-08-10 | |
| 2021-12-31 | $217,303 | 12,843 | Shares | Sole | 2022-01-31 | |
| 2021-09-30 | $237,166 | 14,479 | Shares | Sole | 2021-10-29 | |
| 2021-06-30 | $524,619 | 31,452 | Shares | Sole | 2021-08-11 | |
| 2021-03-31 | $474,441 | 29,990 | Shares | Sole | 2021-05-04 | |
| 2020-12-31 | $443,448 | 30,731 | Shares | Sole | 2021-02-11 | |
| 2020-09-30 | $665,107 | 49,158 | Shares | Sole | 2020-11-05 | |
| 2020-06-30 | $628,430 | 51,009 | Shares | Sole | 2020-08-12 | |
| 2020-03-31 | $521,028 | 48,877 | Shares | Sole | 2020-05-11 | |
| No filing history on record for this holder in this stock. | ||||||