KKR Income Opportunities Fund - KIO
Detailed investor-level table based on 13F positions.
Methodology:
Market value and % of portfolio use SEC reported VALUE ($000).
For PUT/CALL positions this reflects reported underlying exposure, not premium cash paid/received.
Details.
Rows: 0
| Investor | History | Status | Shares held | Market value ($000) | % of portfolio | Previous % | Rank | Change in shares | % change in shares | Source | Date reported |
|---|---|---|---|---|---|---|---|---|---|---|---|
| MORGAN STANLEY | History | Added to | 2,745,407 | 30,199 | 0.0% | 0.0% | 1 | +769,154 | 38.92% | Q1 2026 | May 15, 2026 |
| Penserra Capital Management LLC | History | Reduced | 1,117,298 | 12,290 | 0.14% | 0.17% | 2 | -89,528 | -7.42% | Q1 2026 | May 11, 2026 |
| GUGGENHEIM CAPITAL LLC | History | Added to | 793,562 | 8,729 | 0.07% | 0.06% | 3 | +37,748 | 4.99% | Q1 2026 | May 15, 2026 |
| UBS Group AG | History | Added to | 660,462 | 7,265 | 0.0% | 0.0% | 4 | +40,088 | 6.46% | Q1 2026 | May 05, 2026 |
| WELLS FARGO & COMPANY/MN | History | Added to | 583,146 | 6,414 | 0.0% | 0.0% | 5 | +12,042 | 2.11% | Q1 2026 | May 11, 2026 |
| Janney Montgomery Scott LLC | History | Added to | 469,778 | 5,168 | 0.01% | 0.01% | 6 | +19,288 | 4.28% | Q1 2026 | Apr 22, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Added to | 341,918 | 3,761 | 0.0% | 0.0% | 7 | +27,215 | 8.65% | Q1 2026 | May 15, 2026 |
| Shaker Financial Services, LLC | History | Added to | 315,638 | 3,472 | 1.21% | 1.13% | 8 | +7,509 | 2.44% | Q1 2026 | May 12, 2026 |
| Logan Stone Capital, LLC | History | Added to | 246,200 | 2,708 | 0.75% | 0.48% | 9 | +78,005 | 46.38% | Q1 2026 | May 15, 2026 |
| LPL Financial LLC | History | Added to | 212,945 | 2,342 | 0.0% | 0.0% | 10 | +94,373 | 79.59% | Q1 2026 | May 06, 2026 |
| Rareview Capital LLC | History | Added to | 180,612 | 2,268 | 1.33% | 1.22% | 11 | +30,803 | 20.56% | Q1 2026 | Apr 27, 2026 |
| Karpus Management, Inc. | History | Reduced | 168,693 | 1,855 | 0.06% | 0.06% | 12 | -6,695 | -3.82% | Q1 2026 | May 14, 2026 |
| Invesco Ltd. | History | Added to | 153,124 | 1,684 | 0.0% | 0.0% | 13 | +34,575 | 29.17% | Q1 2026 | May 12, 2026 |
| Significant Wealth Partners LLC | History | New | 141,149 | 1,552 | 1.91% | — | 14 | +141,149 | New | Q1 2026 | Apr 08, 2026 |
| Capital Investment Advisors, LLC | History | Reduced | 140,325 | 1,543 | 0.02% | 0.03% | 15 | -2,728 | -1.91% | Q1 2026 | Apr 17, 2026 |
| Kovack Advisors, Inc. | History | Reduced | 135,026 | 1,483 | 0.08% | 0.08% | 16 | -22,857 | -14.48% | Q1 2026 | May 12, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Reduced | 116,691 | 1,283 | 0.0% | 0.0% | 17 | -4,408 | -3.64% | Q1 2026 | May 14, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Reduced | 111,203 | 1,223 | 0.0% | 0.0% | 18 | -667 | -0.6% | Q1 2026 | Apr 30, 2026 |
| Joseph P. Lucia & Associates, LLC | History | Reduced | 99,034 | 1,089 | 0.39% | 0.44% | 19 | -6,383 | -6.06% | Q1 2026 | May 14, 2026 |
| Cetera Investment Advisers | History | Added to | 96,405 | 1,060 | 0.0% | 0.0% | 20 | +4,565 | 4.97% | Q1 2026 | May 13, 2026 |
| COHEN & STEERS, INC. | History | Added to | 87,779 | 966 | 0.0% | 0.0% | 21 | +50,000 | 132.35% | Q1 2026 | May 15, 2026 |
| Baird Financial Group, Inc. | History | Reduced | 83,144 | 914 | 0.0% | 0.0% | 22 | -7,094 | -7.86% | Q1 2026 | May 14, 2026 |
| SIT INVESTMENT ASSOCIATES INC | History | Reduced | 80,300 | 883 | 0.02% | 0.07% | 23 | -207,738 | -72.12% | Q1 2026 | May 13, 2026 |
| ROYAL BANK OF CANADA | History | Reduced | 76,943 | 846 | 0.0% | 0.0% | 24 | -41,966 | -35.29% | Q1 2026 | May 15, 2026 |
| BALYASNY ASSET MANAGEMENT L.P. | History | Reduced | 76,042 | 836 | 0.0% | 0.0% | 25 | -226,958 | -74.9% | Q1 2026 | May 15, 2026 |
| WOLVERINE ASSET MANAGEMENT LLC | History | Added to | 75,056 | 825 | 0.01% | 0.01% | 26 | +4,114 | 5.8% | Q1 2026 | May 04, 2026 |
| Rockefeller Capital Management L.P. | History | Added to | 65,910 | 725 | 0.0% | 0.0% | 27 | +2,243 | 3.52% | Q1 2026 | May 14, 2026 |
| ROBINSON CAPITAL MANAGEMENT, LLC | History | No change | 52,154 | 589 | 0.25% | 0.25% | 28 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Added to | 51,222 | 563 | 0.0% | 0.0% | 29 | +2,815 | 5.82% | Q1 2026 | May 04, 2026 |
| Virtus Investment Advisers, LLC | History | Reduced | 48,573 | 534 | 0.15% | 0.18% | 30 | -7,836 | -13.89% | Q1 2026 | May 14, 2026 |
| Bramshill Investments, LLC | History | Reduced | 47,137 | 518 | 0.04% | 0.03% | 31 | -299 | -0.63% | Q1 2026 | May 15, 2026 |
| PFG Investments, LLC | History | New | 44,264 | 486 | 0.02% | — | 32 | +44,264 | New | Q1 2026 | Apr 27, 2026 |
| WEDBUSH SECURITIES INC | History | Reduced | 43,103 | 474 | 0.01% | 0.01% | 33 | -788 | -1.8% | Q1 2026 | Apr 21, 2026 |
| Carnegie Lake Advisors LLC | History | Reduced | 43,124 | 474 | 0.19% | 0.19% | 34 | -500 | -1.15% | Q1 2026 | Apr 29, 2026 |
| COMERICA BANK | History | No change | 39,715 | 460 | 0.0% | 0.0% | 35 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| Aviance Capital Partners, LLC | History | Added to | 39,986 | 439 | 0.05% | 0.05% | 36 | +487 | 1.23% | Q1 2026 | May 06, 2026 |
| FIFTH THIRD BANCORP | History | New | 39,792 | 437 | 0.0% | — | 37 | +39,792 | New | Q1 2026 | May 01, 2026 |
| STEPHENS INC /AR/ | History | Added to | 36,695 | 403 | 0.01% | 0.01% | 38 | +27 | 0.07% | Q1 2026 | Apr 28, 2026 |
| Uncommon Cents Investing LLC | History | Reduced | 33,085 | 363 | 0.08% | 0.09% | 39 | -300 | -0.9% | Q1 2026 | Apr 15, 2026 |
| Hennion & Walsh Asset Management, Inc. | History | Reduced | 27,840 | 306 | 0.01% | 0.01% | 40 | -1,452 | -4.96% | Q1 2026 | May 13, 2026 |
| OSAIC HOLDINGS, INC. | History | Reduced | 25,964 | 285 | 0.0% | 0.0% | 41 | -9,524 | -26.84% | Q1 2026 | May 15, 2026 |
| Total Wealth Planning & Management, Inc. | History | New | 25,654 | 282 | 0.21% | — | 42 | +25,654 | New | Q1 2026 | May 05, 2026 |
| Equitable Holdings, Inc. | History | New | 21,453 | 248 | 0.0% | — | 43 | +21,453 | New | Q1 2026 | May 15, 2026 |
| WealthTrust Axiom LLC | History | Reduced | 21,953 | 241 | 0.06% | 0.07% | 44 | -245 | -1.1% | Q1 2026 | May 11, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Reduced | 20,853 | 225 | 0.0% | 0.0% | 45 | -22,095 | -51.45% | Q1 2026 | Apr 08, 2026 |
| Apollon Wealth Management, LLC | History | No change | 19,629 | 215 | 0.0% | 0.0% | 46 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| STIFEL FINANCIAL CORP | History | No change | 18,103 | 199 | 0.0% | 0.0% | 47 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Reduced | 17,629 | 193 | 0.0% | 0.0% | 48 | -79 | -0.45% | Q1 2026 | Apr 27, 2026 |
| Fortitude Advisory Group L.L.C. | History | No change | 16,066 | 176 | 0.08% | 0.08% | 49 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| Cresset Asset Management, LLC | History | No change | 15,938 | 175 | 0.0% | 0.0% | 50 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| RIK SAYLOR FINANCIAL, INC. | History | Added to | 15,832 | 174 | 0.13% | 0.13% | 51 | +207 | 1.32% | Q1 2026 | May 08, 2026 |
| SeaCrest Wealth Management, LLC | History | Reduced | 15,307 | 168 | 0.02% | 0.02% | 52 | -1,071 | -6.54% | Q1 2026 | Apr 15, 2026 |
| NOMURA HOLDINGS INC | History | New | 15,000 | 165 | 0.0% | — | 53 | +15,000 | New | Q1 2026 | May 15, 2026 |
| BlackRock, Inc. | History | Added to | 13,879 | 152 | 0.0% | 0.0% | 54 | +225 | 1.65% | Q1 2026 | May 13, 2026 |
| Graves Light Lenhart Wealth, Inc. | History | No change | 13,728 | 151 | 0.02% | 0.02% | 55 | 0 | 0.0% | Q1 2026 | Apr 08, 2026 |
| Concurrent Investment Advisors, LLC | History | Reduced | 13,464 | 148 | 0.0% | 0.0% | 56 | -565 | -4.03% | Q1 2026 | Apr 20, 2026 |
| COOPER/HAIMS ADVISORS, LLC | History | New | 13,306 | 146 | 0.07% | — | 57 | +13,306 | New | Q1 2026 | May 12, 2026 |
| Plotkin Financial Advisors, LLC | History | New | 12,938 | 142 | 0.07% | — | 58 | +12,938 | New | Q1 2026 | May 11, 2026 |
| HighTower Advisors, LLC | History | No change | 12,742 | 140 | 0.0% | 0.0% | 59 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| UHLMANN PRICE SECURITIES, LLC | History | Added to | 12,473 | 137 | 0.01% | 0.08% | 60 | +394 | 3.26% | Q1 2026 | Apr 16, 2026 |
| Herold Advisors, Inc. | History | Added to | 12,018 | 132 | 0.03% | 0.03% | 61 | +141 | 1.19% | Q1 2026 | May 14, 2026 |
| JANE STREET GROUP, LLC | History | Reduced | 11,764 | 129 | 0.0% | 0.0% | 62 | -98,018 | -89.28% | Q1 2026 | May 12, 2026 |
| GILL CAPITAL PARTNERS, LLC | History | Reduced | 11,125 | 122 | 0.04% | 0.04% | 63 | -185 | -1.64% | Q1 2026 | Apr 13, 2026 |
| Gator Capital Management, LLC | History | No change | 11,102 | 122 | 0.02% | 0.03% | 64 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Integrity Advisory Solutions, LLC | History | New | 10,344 | 113 | 0.01% | — | 65 | +10,344 | New | Q1 2026 | May 11, 2026 |
| Allspring Global Investments Holdings, LLC | History | New | 10,162 | 111 | 0.0% | — | 66 | +10,162 | New | Q1 2026 | May 05, 2026 |
| OPPENHEIMER & CO INC | History | Reduced | 10,090 | 110 | 0.0% | 0.0% | 67 | -874 | -7.97% | Q1 2026 | Apr 23, 2026 |
| B. Riley Wealth Advisors, Inc. | History | Reduced | 10,090 | 107 | 0.01% | 0.01% | 68 | -486 | -4.6% | Q1 2026 | Apr 24, 2026 |
| Anfield Capital Management, LLC | History | No change | 7,911 | 87 | 0.02% | 0.03% | 69 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| Blue Trust, Inc. | History | Reduced | 6,285 | 69 | 0.0% | 0.0% | 70 | -60 | -0.95% | Q1 2026 | Apr 20, 2026 |
| AdvisorNet Financial, Inc | History | Reduced | 5,372 | 59 | 0.0% | 0.0% | 71 | -1,083 | -16.78% | Q1 2026 | Apr 17, 2026 |
| Arax Advisory Partners | History | Reduced | 5,000 | 55 | 0.0% | 0.01% | 73 | -32,477 | -86.66% | Q1 2026 | May 13, 2026 |
| US BANCORP \DE\ | History | No change | 5,076 | 55 | 0.0% | 0.0% | 72 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| EverSource Wealth Advisors, LLC | History | No change | 2,971 | 32 | 0.0% | 0.0% | 74 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| HARBOUR INVESTMENTS, INC. | History | New | 2,753 | 30 | 0.0% | — | 75 | +2,753 | New | Q1 2026 | May 15, 2026 |
| BNP PARIBAS FINANCIAL MARKETS | History | No change | 2,198 | 24 | 0.0% | 0.0% | 76 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| Global Retirement Partners, LLC | History | No change | 1,546 | 17 | 0.0% | 0.0% | 77 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| Atlantic Union Bankshares Corp | History | Reduced | 1,305 | 14 | 0.0% | 0.0% | 78 | -1,102 | -45.78% | Q1 2026 | May 12, 2026 |
| Pinnacle Wealth Planning Services, Inc. | History | Added to | 1,083 | 11 | 0.0% | 0.0% | 79 | +320 | 41.94% | Q1 2026 | May 11, 2026 |
| Global Wealth Strategies & Associates | History | No change | 903 | 9 | 0.0% | 0.0% | 80 | 0 | 0.0% | Q1 2026 | Apr 03, 2026 |
| Corient Private Wealth LLC | History | No change | 30,841 | 9 | 0.0% | 0.0% | 81 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Noble Wealth Management PBC | History | New | 800 | 8 | 0.0% | — | 82 | +800 | New | Q1 2026 | Apr 02, 2026 |
| CWM, LLC | History | Added to | 680 | 7 | 0.0% | 0.0% | 83 | +7 | 1.04% | Q1 2026 | May 14, 2026 |
| CoreCap Advisors, LLC | History | Reduced | 406 | 4 | 0.0% | 0.0% | 84 | -369 | -47.61% | Q1 2026 | Apr 07, 2026 |
| WPG Advisers, LLC | History | Added to | 422 | 4 | 0.0% | 0.0% | 85 | +237 | 128.11% | Q1 2026 | Apr 29, 2026 |
| Osbon Capital Management LLC | History | New | 308 | 3 | 0.0% | — | 86 | +308 | New | Q1 2026 | May 15, 2026 |
| HIGHLINE WEALTH PARTNERS LLC | History | Reduced | 250 | 2 | 0.0% | 0.0% | 88 | -250 | -50.0% | Q1 2026 | Apr 06, 2026 |
| JPMORGAN CHASE & CO | History | No change | 230 | 2 | 0.0% | 0.0% | 87 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Strategic Advocates LLC | History | Reduced | 135 | 1 | 0.0% | 0.12% | 91 | -38,712 | -99.65% | Q1 2026 | May 15, 2026 |
| WHITTIER TRUST CO OF NEVADA INC | History | New | 114 | 1 | 0.0% | — | 93 | +114 | New | Q1 2026 | Apr 28, 2026 |
| Mountain Hill Investment Partners Corp. | History | Added to | 158 | 1 | 0.0% | 0.0% | 92 | +5 | 3.27% | Q1 2026 | May 01, 2026 |
| Steward Partners Investment Advisory, LLC | History | No change | 162 | 1 | 0.0% | 0.0% | 89 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| TSFG, LLC | History | No change | 67 | 1 | 0.0% | 0.0% | 90 | 0 | 0.0% | Q1 2026 | Apr 27, 2026 |
| J.W. COLE ADVISORS, INC. | History | Closed out | 0 | 0 | — | 0.03% | — | -101,635 | -100.0% | Q1 2026 | Apr 23, 2026 |
| RIVERNORTH CAPITAL MANAGEMENT, LLC | History | Closed out | 0 | 0 | — | 0.05% | — | -91,534 | -100.0% | Q1 2026 | May 15, 2026 |
| StoneX Group Inc. | History | Closed out | 0 | 0 | — | 0.04% | — | -73,355 | -100.0% | Q1 2026 | May 14, 2026 |
| LANDSCAPE CAPITAL MANAGEMENT, L.L.C. | History | Closed out | 0 | 0 | — | 0.05% | — | -65,131 | -100.0% | Q1 2026 | May 12, 2026 |
| Advisors Asset Management, Inc. | History | Closed out | 0 | 0 | — | 0.01% | — | -63,610 | -100.0% | Q1 2026 | May 15, 2026 |
| NewEdge Advisors, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -49,514 | -100.0% | Q1 2026 | May 15, 2026 |
| TrueMark Investments, LLC | History | Closed out | 0 | 0 | — | 0.1% | — | -45,255 | -100.0% | Q1 2026 | Apr 20, 2026 |
| HRT FINANCIAL LP | History | Closed out | 0 | 0 | — | 0.0% | — | -16,788 | -100.0% | Q1 2026 | May 14, 2026 |
| Virtu Financial LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -15,894 | -100.0% | Q1 2026 | May 14, 2026 |
| CITADEL ADVISORS LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -14,703 | -100.0% | Q1 2026 | May 15, 2026 |
| XTX Topco Ltd | History | Closed out | 0 | 0 | — | 0.0% | — | -13,701 | -100.0% | Q1 2026 | May 15, 2026 |
| Marex Group plc | History | Closed out | 0 | 0 | — | 0.0% | — | -10,102 | -100.0% | Q1 2026 | May 13, 2026 |
| Kestra Advisory Services, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -7,579 | -100.0% | Q1 2026 | Apr 30, 2026 |
| Sunbelt Securities, Inc. | History | Closed out | 0 | 0 | — | 0.0% | — | -1,000 | -100.0% | Q1 2026 | May 15, 2026 |
| ASSETMARK, INC | History | Reduced | 16 | 0 | — | — | — | -46 | -74.19% | Q1 2026 | May 06, 2026 |
| CITIGROUP INC | History | No change | 1 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | May 11, 2026 |