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KIO

KKR Income Opportunities Fund
$11.36 +0.01 (+0.09%) At close · Jul 2
Market Cap
$465.59M
Shares
40,985,165

Institutional ownership from SEC Form 13F filings. Investment managers with more than $100 million in U.S. equities must disclose their positions every quarter, within 45 days of quarter-end, so the holdings shown can lag the market by up to a quarter.

The Jun 30, 2026 filing window is still open — showing the latest known positions. Funds that have not filed yet carry their prior-quarter positions; a fund that filed without this stock counts as sold out.
Holders: 93
Total Value: $114,756,443
Total Shares: 10,432,385

Institutional Ownership Trend

26 quarters

Holder Concentration

Across 94 13F filers
Top Holder
26.3%
Jun 2023 → Mar 2026 · range 15.7% – 26.3%
of institutional value
Top 5
56.5%
Jun 2023 → Mar 2026 · range 47.7% – 62.5%
of institutional value
Top 10
71.8%
Jun 2023 → Mar 2026 · range 66.1% – 76.2%
of institutional value
HHI
1,010
Jun 2023 → Mar 2026 · range 669 – 1,027
Broadly held
Showing 93 of 93
All Common Calls Puts
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Holder Value (USD) % of 13F Shares Open
Mega MORGAN STANLEY $30,199,477 26.32% 2,745,407
Mid Penserra Capital Management LLC $12,290,278 10.71% 1,117,298
Large GUGGENHEIM CAPITAL LLC $8,729,182 7.61% 793,562
Mega UBS Group AG $7,265,082 6.33% 660,462
Mega WELLS FARGO & COMPANY/MN $6,414,606 5.59% 583,146
Large Janney Montgomery Scott LLC $5,167,558 4.50% 469,778
Mega BANK OF AMERICA CORP /DE/ Bank $3,761,098 3.28% 341,918
Small Shaker Financial Services, LLC $3,472,018 3.03% 315,638
Small Logan Stone Capital, LLC $2,708,200 2.36% 246,200
Mega LPL Financial LLC $2,342,395 2.04% 212,945
Small Rareview Capital LLC $1,986,732 1.73% 180,612
Mid Karpus Management, Inc. $1,855,623 1.62% 168,693
Mega Invesco Ltd. $1,684,364 1.47% 153,124
Micro Significant Wealth Partners LLC $1,552,639 1.35% 141,149
Mid Capital Investment Advisors, LLC $1,543,575 1.35% 140,325
Mid Kovack Advisors, Inc. $1,485,286 1.29% 135,026
Mega RAYMOND JAMES FINANCIAL INC $1,283,601 1.12% 116,691
Large Cambridge Investment Research Advisors, Inc. $1,223,233 1.07% 111,203
Micro Joseph P. Lucia & Associates, LLC $1,089,374 0.95% 99,034
Large Cetera Investment Advisers $1,060,455 0.92% 96,405
Large COHEN & STEERS, INC. $965,569 0.84% 87,779
Large Baird Financial Group, Inc. $914,584 0.80% 83,144
Mid SIT INVESTMENT ASSOCIATES INC $883,300 0.77% 80,300
Mega ROYAL BANK OF CANADA Bank $846,373 0.74% 76,943
Large Balyasny Asset Management L.P. $836,462 0.73% 76,042
Mid WOLVERINE ASSET MANAGEMENT LLC $825,616 0.72% 75,056
Large Rockefeller Capital Management L.P. $725,010 0.63% 65,910
Small ROBINSON CAPITAL MANAGEMENT, LLC $573,694 0.50% 52,154
Mega ENVESTNET ASSET MANAGEMENT INC $563,442 0.49% 51,222
Small Virtus Investment Advisers, LLC $534,303 0.47% 48,573
Large NewEdge Advisors, LLC $533,170 0.46% 48,470
Small Bramshill Investments, LLC $518,507 0.45% 47,137
Mid PFG Investments, LLC $486,904 0.42% 44,264
Small Carnegie Lake Advisors LLC $474,364 0.41% 43,124
Mid WEDBUSH SECURITIES INC Broker-Dealer $474,133 0.41% 43,103
Small Aviance Capital Partners, LLC $439,846 0.38% 39,986
Large FIFTH THIRD BANCORP Bank $437,712 0.38% 39,792
Mid STEPHENS INC /AR/ $403,645 0.35% 36,695
Small Uncommon Cents Investing LLC $363,935 0.32% 33,085
Large Corient Private Wealth LLC $339,251 0.30% 30,841
Mid Hennion & Walsh Asset Management, Inc. $306,240 0.27% 27,840
Large OSAIC HOLDINGS, INC. $285,604 0.25% 25,964
Small Total Wealth Planning & Management, Inc. $282,194 0.25% 25,654
Small WealthTrust Axiom LLC $241,483 0.21% 21,953
Mid Equitable Holdings, Inc. $235,983 0.21% 21,453
Large WEALTH ENHANCEMENT ADVISORY SERVICES, LLC $229,383 0.20% 20,853
Mid Apollon Wealth Management, LLC $215,919 0.19% 19,629
Large STIFEL FINANCIAL CORP $199,133 0.17% 18,103
Large COMMONWEALTH EQUITY SERVICES, LLC $193,919 0.17% 17,629
Small Fortitude Advisory Group L.L.C. $176,726 0.15% 16,066
Large Cresset Asset Management, LLC $175,318 0.15% 15,938
Micro RIK SAYLOR FINANCIAL, INC. $174,152 0.15% 15,832
Small SeaCrest Wealth Management, LLC $168,377 0.15% 15,307
Large NOMURA HOLDINGS INC $165,000 0.14% 15,000
Mega BlackRock, Inc. $152,669 0.13% 13,879
Small Graves Light Lenhart Wealth, Inc. $151,008 0.13% 13,728
Mid Concurrent Investment Advisors, LLC $148,104 0.13% 13,464
Micro COOPER/HAIMS ADVISORS, LLC $146,366 0.13% 13,306
Micro Plotkin Financial Advisors, LLC $142,318 0.12% 12,938
Large HighTower Advisors, LLC $140,162 0.12% 12,742
Mid UHLMANN PRICE SECURITIES, LLC Broker-Dealer $137,203 0.12% 12,473
Small Herold Advisors, Inc. $132,198 0.12% 12,018
Mega JANE STREET GROUP, LLC $129,404 0.11% 11,764
Micro GILL CAPITAL PARTNERS, LLC $122,375 0.11% 11,125
Small Gator Capital Management, LLC $122,122 0.11% 11,102
Micro Integrity Advisory Solutions, LLC $113,784 0.10% 10,344
Large Allspring Global Investments Holdings, LLC $111,782 0.10% 10,162
Mid B. Riley Wealth Advisors, Inc. $110,990 0.10% 10,090
Mid OPPENHEIMER & CO INC $110,990 0.10% 10,090
Small Anfield Capital Management, LLC $87,021 0.08% 7,911
Mid Blue Trust, Inc. $69,135 0.06% 6,285
Small AdvisorNet Financial, Inc $59,092 0.05% 5,372
Large US BANCORP \DE\ Bank $55,836 0.05% 5,076
Mid Arax Advisory Partners $55,000 0.05% 5,000
Mid EverSource Wealth Advisors, LLC $32,681 0.03% 2,971
Mid HARBOUR INVESTMENTS, INC. $30,283 0.03% 2,753
Mega BNP PARIBAS ARBITRAGE, SA $24,178 0.02% 2,198
Mid Atlantic Union Bankshares Corp $14,355 0.01% 1,305
Small Pinnacle Wealth Planning Services, Inc. $11,913 0.01% 1,083
Small Noble Wealth Management PBC $9,008 0.01% 800
Large CWM, LLC $7,480 0.01% 680
Micro WPG Advisers, LLC $4,642 0.00% 422
Small CoreCap Advisors, LLC $4,466 0.00% 406
Micro Osbon Capital Management LLC $3,388 0.00% 308
Small HIGHLINE WEALTH PARTNERS LLC $2,750 0.00% 250
Mega JPMORGAN CHASE & CO $2,530 0.00% 230
Large Steward Partners Investment Advisory, LLC $1,782 0.00% 162
Small Mountain Hill Investment Partners Corp. $1,738 0.00% 158
Micro Strategic Advocates LLC $1,485 0.00% 135
Mid WHITTIER TRUST CO OF NEVADA INC Bank $1,254 0.00% 114
Small TSFG, LLC $737 0.00% 67
Large ASSETMARK, INC $176 0.00% 16
Mega CITIGROUP INC $11 0.00% 1
Key facts CIK 1515940 CUSIP 48249T106 13F (30d) 3 filings 2 filers

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