KKR Income Opportunities Fund - KIO
Detailed investor-level table based on 13F positions.
Early Q1 2026 data: only 3 institutional holders reported so far. The full shareholder list will grow as more funds file with the SEC.
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 | 1,976,253 | 22,904 | 0.0% | 0.0% | 1 | +263,671 | 15.4% | Q4 2025 | Feb 13, 2026 |
| Penserra Capital Management LLC | History | Added to | 1,206,826 | 13,987 | 0.17% | 0.17% | 2 | +82,687 | 7.36% | Q4 2025 | Feb 12, 2026 |
| GUGGENHEIM CAPITAL LLC | History | Added to | 755,814 | 8,759 | 0.06% | 0.07% | 3 | +37,860 | 5.27% | Q4 2025 | Feb 17, 2026 |
| UBS Group AG | History | Added to | 620,374 | 7,190 | 0.0% | 0.0% | 4 | +48,255 | 8.43% | Q4 2025 | Jan 29, 2026 |
| WELLS FARGO & COMPANY/MN | History | Added to | 571,104 | 6,619 | 0.0% | 0.0% | 5 | +40,463 | 7.63% | Q4 2025 | Feb 13, 2026 |
| Janney Montgomery Scott LLC | History | Added to | 450,490 | 5,221 | 0.01% | 0.01% | 6 | +5,128 | 1.15% | Q4 2025 | Feb 11, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Added to | 314,703 | 3,647 | 0.0% | 0.0% | 7 | +12,186 | 4.03% | Q4 2025 | Feb 17, 2026 |
| Shaker Financial Services, LLC | History | Added to | 308,129 | 3,571 | 1.13% | 0.25% | 8 | +249,785 | 428.12% | Q4 2025 | Jan 26, 2026 |
| BALYASNY ASSET MANAGEMENT L.P. | History | New | 303,000 | 3,511 | 0.0% | — | 9 | +303,000 | New | Q4 2025 | Feb 17, 2026 |
| SIT INVESTMENT ASSOCIATES INC | History | Reduced | 288,038 | 3,338 | 4.09% | 0.27% | 10 | -781,264 | -73.06% | Q4 2025 | Feb 25, 2026 |
| Karpus Management, Inc. | History | Reduced | 175,388 | 2,032 | 0.06% | 0.08% | 11 | -26,532 | -13.14% | Q4 2025 | Feb 17, 2026 |
| Logan Stone Capital, LLC | History | New | 168,195 | 1,949 | 0.48% | — | 12 | +168,195 | New | Q4 2025 | Feb 17, 2026 |
| Rareview Capital LLC | History | Added to | 149,809 | 1,881 | 1.22% | 0.39% | 13 | +99,309 | 196.65% | Q4 2025 | Jan 29, 2026 |
| Kovack Advisors, Inc. | History | Added to | 157,883 | 1,829 | 0.08% | 0.13% | 14 | +47,768 | 43.38% | Q4 2025 | Feb 17, 2026 |
| Capital Investment Advisors, LLC | History | Reduced | 143,053 | 1,657 | 0.03% | 0.03% | 15 | -9,649 | -6.32% | Q4 2025 | Jan 13, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Reduced | 121,099 | 1,403 | 0.0% | 0.0% | 16 | -10,837 | -8.21% | Q4 2025 | Feb 18, 2026 |
| ROYAL BANK OF CANADA | History | New | 118,909 | 1,378 | 0.0% | — | 17 | +118,909 | New | Q4 2025 | Feb 17, 2026 |
| LPL Financial LLC | History | Reduced | 118,572 | 1,374 | 0.0% | 0.0% | 18 | -24,779 | -17.29% | Q4 2025 | Feb 11, 2026 |
| Invesco Ltd. | History | Reduced | 118,549 | 1,373 | 0.0% | 0.0% | 19 | -11,858 | -9.09% | Q4 2025 | Feb 19, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Reduced | 111,870 | 1,297 | 0.0% | 0.0% | 20 | -28,964 | -20.57% | Q4 2025 | Feb 05, 2026 |
| JANE STREET GROUP, LLC | History | Added to | 109,782 | 1,272 | 0.0% | 0.0% | 21 | +60,153 | 121.21% | Q4 2025 | Feb 12, 2026 |
| Joseph P. Lucia & Associates, LLC | History | Reduced | 105,417 | 1,221 | 0.44% | 0.53% | 22 | -6,295 | -5.64% | Q4 2025 | Jan 28, 2026 |
| J.W. COLE ADVISORS, INC. | History | Added to | 101,635 | 1,177 | 0.03% | 0.02% | 23 | +3,187 | 3.24% | Q4 2025 | Feb 11, 2026 |
| Cetera Investment Advisers | History | Added to | 91,840 | 1,064 | 0.0% | 0.0% | 24 | +13,567 | 17.33% | Q4 2025 | Feb 17, 2026 |
| RIVERNORTH CAPITAL MANAGEMENT, LLC | History | New | 91,534 | 1,060 | 0.05% | — | 25 | +91,534 | New | Q4 2025 | Feb 17, 2026 |
| Baird Financial Group, Inc. | History | Added to | 90,238 | 1,045 | 0.0% | 0.0% | 26 | +41,902 | 86.69% | Q4 2025 | Feb 13, 2026 |
| StoneX Group Inc. | History | Reduced | 73,355 | 850 | 0.04% | 0.04% | 27 | -1,944 | -2.58% | Q4 2025 | Feb 12, 2026 |
| WOLVERINE ASSET MANAGEMENT LLC | History | New | 70,942 | 822 | 0.01% | — | 28 | +70,942 | New | Q4 2025 | Feb 02, 2026 |
| LANDSCAPE CAPITAL MANAGEMENT, L.L.C. | History | Added to | 65,131 | 754 | 0.05% | 0.04% | 29 | +10,692 | 19.64% | Q4 2025 | Feb 13, 2026 |
| Advisors Asset Management, Inc. | History | Reduced | 63,610 | 737 | 0.01% | 0.04% | 30 | -112,636 | -63.91% | Q4 2025 | Feb 12, 2026 |
| Rockefeller Capital Management L.P. | History | No change | 63,667 | 737 | 0.0% | 0.0% | 31 | 0 | 0.0% | Q4 2025 | Mar 16, 2026 |
| Virtus Investment Advisers, LLC | History | Reduced | 56,409 | 653 | 0.18% | 0.27% | 32 | -17,122 | -23.29% | Q4 2025 | Feb 17, 2026 |
| ROBINSON CAPITAL MANAGEMENT, LLC | History | Added to | 52,154 | 604 | 0.25% | 0.35% | 33 | +65 | 0.12% | Q4 2025 | Feb 13, 2026 |
| NewEdge Advisors, LLC | History | Reduced | 49,514 | 573 | 0.0% | 0.0% | 34 | -242 | -0.49% | Q4 2025 | Feb 18, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Added to | 48,407 | 561 | 0.0% | 0.0% | 35 | +835 | 1.76% | Q4 2025 | Feb 10, 2026 |
| Bramshill Investments, LLC | History | Added to | 47,436 | 549 | 0.03% | 0.04% | 36 | +310 | 0.66% | Q4 2025 | Feb 17, 2026 |
| TrueMark Investments, LLC | History | New | 45,255 | 524 | 0.1% | — | 37 | +45,255 | New | Q4 2025 | Jan 14, 2026 |
| WEDBUSH SECURITIES INC | History | Added to | 43,891 | 509 | 0.01% | 0.01% | 38 | +8,055 | 22.48% | Q4 2025 | Feb 12, 2026 |
| Carnegie Lake Advisors LLC | History | Reduced | 43,624 | 505 | 0.19% | 0.23% | 39 | -4,300 | -8.97% | Q4 2025 | Feb 10, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Reduced | 42,948 | 500 | 0.0% | 0.0% | 40 | -553 | -1.27% | Q4 2025 | Jan 08, 2026 |
| COMERICA BANK | History | Added to | 39,715 | 460 | 0.0% | 0.0% | 41 | +212 | 0.54% | Q4 2025 | Jan 29, 2026 |
| Aviance Capital Partners, LLC | History | Added to | 39,499 | 457 | 0.05% | 0.06% | 42 | +1,660 | 4.39% | Q4 2025 | Feb 06, 2026 |
| Strategic Advocates LLC | History | Reduced | 38,847 | 450 | 0.12% | 0.15% | 43 | -7,395 | -15.99% | Q4 2025 | Feb 11, 2026 |
| COHEN & STEERS, INC. | History | No change | 37,779 | 438 | 0.0% | 0.0% | 44 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Arax Advisory Partners | History | Reduced | 37,477 | 434 | 0.01% | 0.01% | 45 | -2,068 | -5.23% | Q4 2025 | Feb 13, 2026 |
| STEPHENS INC /AR/ | History | Added to | 36,668 | 424 | 0.01% | 0.01% | 46 | +5,025 | 15.88% | Q4 2025 | Feb 05, 2026 |
| OSAIC HOLDINGS, INC. | History | Reduced | 35,488 | 411 | 0.0% | 0.0% | 47 | -22,204 | -38.49% | Q4 2025 | Feb 17, 2026 |
| Uncommon Cents Investing LLC | History | No change | 33,385 | 386 | 0.09% | 0.1% | 48 | 0 | 0.0% | Q4 2025 | Jan 15, 2026 |
| Corient Private Wealth LLC | History | Added to | 30,841 | 357 | 0.0% | 0.0% | 49 | +841 | 2.8% | Q4 2025 | Mar 09, 2026 |
| Hennion & Walsh Asset Management, Inc. | History | Reduced | 29,292 | 339 | 0.01% | 0.01% | 50 | -486 | -1.63% | Q4 2025 | Jan 14, 2026 |
| WealthTrust Axiom LLC | History | Reduced | 22,198 | 257 | 0.07% | 0.08% | 51 | -716 | -3.12% | Q4 2025 | Feb 13, 2026 |
| Apollon Wealth Management, LLC | History | Added to | 19,629 | 227 | 0.0% | 0.0% | 52 | +2,274 | 13.1% | Q4 2025 | Jan 22, 2026 |
| STIFEL FINANCIAL CORP | History | Reduced | 18,103 | 209 | 0.0% | 0.0% | 53 | -11,101 | -38.01% | Q4 2025 | Feb 13, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Added to | 17,708 | 205 | 0.0% | 0.0% | 54 | +187 | 1.07% | Q4 2025 | Feb 12, 2026 |
| HRT FINANCIAL LP | History | New | 16,788 | 194 | 0.0% | — | 55 | +16,788 | New | Q4 2025 | Feb 12, 2026 |
| SeaCrest Wealth Management, LLC | History | Added to | 16,378 | 190 | 0.02% | 0.02% | 56 | +407 | 2.55% | Q4 2025 | Jan 12, 2026 |
| Fortitude Advisory Group L.L.C. | History | No change | 16,066 | 186 | 0.08% | 0.11% | 57 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Virtu Financial LLC | History | Reduced | 15,894 | 184 | 0.01% | 0.01% | 58 | -244 | -1.51% | Q4 2025 | Feb 23, 2026 |
| Cresset Asset Management, LLC | History | No change | 15,938 | 184 | 0.0% | 0.0% | 59 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| RIK SAYLOR FINANCIAL, INC. | History | Added to | 15,625 | 181 | 0.13% | 0.14% | 60 | +168 | 1.09% | Q4 2025 | Feb 12, 2026 |
| CITADEL ADVISORS LLC | History | New | 14,703 | 170 | 0.0% | — | 61 | +14,703 | New | Q4 2025 | Feb 17, 2026 |
| Concurrent Investment Advisors, LLC | History | Added to | 14,029 | 162 | 0.0% | 0.0% | 62 | +95 | 0.68% | Q4 2025 | Jan 29, 2026 |
| Graves Light Lenhart Wealth, Inc. | History | No change | 13,728 | 159 | 0.02% | 0.02% | 63 | 0 | 0.0% | Q4 2025 | Jan 09, 2026 |
| XTX Topco Ltd | History | New | 13,701 | 158 | 0.0% | — | 64 | +13,701 | New | Q4 2025 | Feb 17, 2026 |
| BlackRock, Inc. | History | New | 13,654 | 158 | 0.0% | — | 65 | +13,654 | New | Q4 2025 | Feb 12, 2026 |
| HighTower Advisors, LLC | History | Reduced | 12,742 | 147 | 0.0% | 0.0% | 66 | -1,646 | -11.44% | Q4 2025 | Feb 06, 2026 |
| UHLMANN PRICE SECURITIES, LLC | History | Added to | 12,079 | 140 | 0.08% | 0.09% | 67 | +364 | 3.11% | Q4 2025 | Jan 12, 2026 |
| Herold Advisors, Inc. | History | Added to | 11,877 | 137 | 0.03% | 0.03% | 68 | +3 | 0.03% | Q4 2025 | Feb 17, 2026 |
| GILL CAPITAL PARTNERS, LLC | History | Reduced | 11,310 | 131 | 0.04% | 0.05% | 69 | -442 | -3.76% | Q4 2025 | Feb 10, 2026 |
| Gator Capital Management, LLC | History | Reduced | 11,102 | 128 | 0.03% | 0.04% | 70 | -800 | -6.72% | Q4 2025 | Feb 13, 2026 |
| OPPENHEIMER & CO INC | History | Reduced | 10,964 | 127 | 0.0% | 0.0% | 71 | -817 | -6.93% | Q4 2025 | Feb 02, 2026 |
| B. Riley Wealth Advisors, Inc. | History | New | 10,576 | 122 | 0.01% | — | 72 | +10,576 | New | Q4 2025 | Feb 17, 2026 |
| Marex Group plc | History | New | 10,102 | 117 | 0.0% | — | 73 | +10,102 | New | Q4 2025 | Feb 12, 2026 |
| Anfield Capital Management, LLC | History | No change | 7,911 | 91 | 0.03% | 0.03% | 74 | 0 | 0.0% | Q4 2025 | Feb 03, 2026 |
| Kestra Advisory Services, LLC | History | New | 7,579 | 87 | 0.0% | — | 75 | +7,579 | New | Q4 2025 | Feb 13, 2026 |
| AdvisorNet Financial, Inc | History | Added to | 6,455 | 74 | 0.0% | 0.0% | 76 | +493 | 8.27% | Q4 2025 | Jan 20, 2026 |
| Blue Trust, Inc. | History | Added to | 6,345 | 73 | 0.0% | — | 77 | +6,285 | 10475.0% | Q4 2025 | Jan 16, 2026 |
| US BANCORP \DE\ | History | No change | 5,076 | 58 | 0.0% | 0.0% | 78 | 0 | 0.0% | Q4 2025 | Jan 30, 2026 |
| EverSource Wealth Advisors, LLC | History | Added to | 2,971 | 34 | 0.0% | 0.0% | 79 | +1,103 | 59.05% | Q4 2025 | Feb 06, 2026 |
| Atlantic Union Bankshares Corp | History | Reduced | 2,407 | 27 | 0.0% | 0.0% | 80 | -4,903 | -67.07% | Q4 2025 | Feb 04, 2026 |
| BNP PARIBAS FINANCIAL MARKETS | History | Added to | 2,198 | 25 | 0.0% | 0.0% | 81 | +314 | 16.67% | Q4 2025 | Feb 10, 2026 |
| Global Retirement Partners, LLC | History | New | 1,546 | 17 | 0.0% | — | 82 | +1,546 | New | Q4 2025 | Feb 06, 2026 |
| Sunbelt Securities, Inc. | History | No change | 1,000 | 11 | 0.0% | 0.0% | 83 | 0 | 0.0% | Q4 2025 | Feb 20, 2026 |
| Global Wealth Strategies & Associates | History | No change | 903 | 10 | 0.0% | 0.0% | 84 | 0 | 0.0% | Q4 2025 | Jan 02, 2026 |
| Pinnacle Wealth Planning Services, Inc. | History | New | 763 | 8 | 0.0% | — | 86 | +763 | New | Q4 2025 | Feb 13, 2026 |
| CWM, LLC | History | Added to | 673 | 8 | 0.0% | 0.0% | 85 | +303 | 81.89% | Q4 2025 | Jan 26, 2026 |
| CoreCap Advisors, LLC | History | Reduced | 775 | 8 | 0.0% | 0.0% | 87 | -247 | -24.17% | Q4 2025 | Jan 13, 2026 |
| HIGHLINE WEALTH PARTNERS LLC | History | No change | 500 | 5 | 0.0% | 0.0% | 88 | 0 | 0.0% | Q4 2025 | Jan 15, 2026 |
| WPG Advisers, LLC | History | Added to | 185 | 2 | 0.0% | 0.0% | 90 | +28 | 17.83% | Q4 2025 | Jan 28, 2026 |
| JPMORGAN CHASE & CO | History | No change | 230 | 2 | 0.0% | 0.0% | 89 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| Mountain Hill Investment Partners Corp. | History | Added to | 153 | 1 | 0.0% | 0.0% | 93 | +5 | 3.38% | Q4 2025 | Jan 26, 2026 |
| Steward Partners Investment Advisory, LLC | History | No change | 162 | 1 | 0.0% | 0.0% | 91 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| TSFG, LLC | History | No change | 67 | 1 | 0.0% | 0.0% | 92 | 0 | 0.0% | Q4 2025 | Feb 04, 2026 |
| Vanguard Capital Wealth Advisors | History | Closed out | 0 | 0 | — | 0.3% | — | -30,000 | -100.0% | Q3 2025 | Oct 30, 2025 |
| Atala Financial Inc | History | Closed out | 0 | 0 | — | 0.18% | — | -23,270 | -100.0% | Q3 2025 | Nov 04, 2025 |
| DAVENPORT & Co LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -21,708 | -100.0% | Q3 2025 | Oct 15, 2025 |
| PFG Investments, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -16,401 | -100.0% | Q3 2025 | Oct 31, 2025 |
| Verity Asset Management, Inc. | History | Closed out | 0 | 0 | — | 0.06% | — | -15,436 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Gilman Hill Asset Management, LLC | History | Closed out | 0 | 0 | — | 0.03% | — | -13,235 | -100.0% | Q3 2025 | Oct 15, 2025 |
| Plotkin Financial Advisors, LLC | History | Closed out | 0 | 0 | — | 0.08% | — | -12,938 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Creative Planning | History | Closed out | 0 | 0 | — | 0.0% | — | -12,155 | -100.0% | Q3 2025 | Nov 14, 2025 |
| 1776 Wealth LLC | History | Closed out | 0 | 0 | — | 0.06% | — | -11,944 | -100.0% | Q3 2025 | Nov 06, 2025 |
| JONES FINANCIAL COMPANIES LLLP | History | Closed out | 0 | 0 | — | 0.0% | — | -1,269 | -100.0% | Q3 2025 | Nov 04, 2025 |
| Newbridge Financial Services Group, Inc. | History | Closed out | 0 | 0 | — | 0.0% | — | -1,250 | -100.0% | Q3 2025 | Nov 13, 2025 |
| Future Financial Wealth Managment LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -750 | -100.0% | Q3 2025 | Oct 15, 2025 |
| CITIGROUP INC | History | No change | 1 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| ASSETMARK, INC | History | No change | 62 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |