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 | No change | 2,996,729 | 33,743 | 0.0% | 0.0% | 1 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Penserra Capital Management LLC | History | No change | 1,161,643 | 13,080 | 0.1% | 0.1% | 2 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| GUGGENHEIM CAPITAL LLC | History | No change | 851,503 | 9,587 | 0.06% | 0.06% | 3 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| UBS Group AG | History | No change | 646,653 | 7,281 | 0.0% | 0.0% | 4 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| WELLS FARGO & COMPANY/MN | History | No change | 548,460 | 6,175 | 0.0% | 0.0% | 5 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Janney Montgomery Scott LLC | History | No change | 536,534 | 6,041 | 0.01% | 0.01% | 6 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| BANK OF AMERICA CORP /DE/ | History | No change | 348,013 | 3,918 | 0.0% | 0.0% | 7 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Rareview Capital LLC | History | No change | 198,863 | 2,497 | 1.4% | 1.4% | 8 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Kovack Advisors, Inc. | History | No change | 216,679 | 2,455 | 0.12% | 0.12% | 9 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| LPL Financial LLC | History | No change | 217,250 | 2,446 | 0.0% | 0.0% | 10 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Shaker Financial Services, LLC | History | No change | 175,575 | 1,976 | 0.62% | 0.62% | 11 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Karpus Management, Inc. | History | No change | 162,934 | 1,834 | 0.05% | 0.05% | 12 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Significant Wealth Partners LLC | History | No change | 143,556 | 1,616 | 1.75% | 1.75% | 13 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| Capital Investment Advisors, LLC | History | No change | 135,975 | 1,531 | 0.02% | 0.02% | 14 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Invesco Ltd. | History | No change | 125,904 | 1,417 | 0.0% | 0.0% | 15 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | No change | 114,454 | 1,288 | 0.0% | 0.0% | 16 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | No change | 114,389 | 1,288 | 0.0% | 0.0% | 17 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| J.W. COLE ADVISORS, INC. | History | No change | 101,737 | 1,145 | 0.02% | 0.02% | 18 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Cetera Investment Advisers | History | No change | 100,812 | 1,135 | 0.0% | 0.0% | 19 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Joseph P. Lucia & Associates, LLC | History | No change | 100,022 | 1,126 | 0.34% | 0.34% | 20 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| COHEN & STEERS, INC. | History | No change | 87,779 | 988 | 0.0% | 0.0% | 21 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| SIT INVESTMENT ASSOCIATES INC | History | No change | 80,300 | 904 | 0.02% | 0.02% | 22 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Baird Financial Group, Inc. | History | No change | 79,150 | 891 | 0.0% | 0.0% | 23 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| ROYAL BANK OF CANADA | History | No change | 76,286 | 859 | 0.0% | 0.0% | 24 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Advisors Asset Management, Inc. | History | No change | 73,782 | 830 | 0.01% | 0.01% | 25 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| WEDBUSH SECURITIES INC | History | No change | 61,574 | 693 | 0.02% | 0.02% | 26 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Rockefeller Capital Management L.P. | History | No change | 57,913 | 652 | 0.0% | 0.0% | 27 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| ROBINSON CAPITAL MANAGEMENT, LLC | History | No change | 52,154 | 587 | 0.26% | 0.26% | 28 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Bramshill Investments, LLC | History | No change | 47,659 | 536 | 0.04% | 0.04% | 29 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| NewEdge Advisors, LLC | History | No change | 47,370 | 533 | 0.0% | 0.0% | 30 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | No change | 45,520 | 512 | 0.0% | 0.0% | 31 | 0 | 0.0% | Q2 2026 | Sep 23, 2026 |
| PFG Investments, LLC | History | No change | 43,469 | 489 | 0.02% | 0.02% | 32 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Carnegie Lake Advisors LLC | History | No change | 42,874 | 482 | 0.18% | 0.18% | 33 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Aviance Capital Partners, LLC | History | No change | 41,051 | 462 | 0.05% | 0.05% | 34 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Arax Advisory Partners | History | No change | 40,333 | 454 | 0.0% | 0.0% | 35 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| FIFTH THIRD BANCORP | History | No change | 39,900 | 449 | 0.0% | 0.0% | 36 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Virtus Investment Advisers, LLC | History | No change | 38,341 | 431 | 0.1% | 0.1% | 37 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| STEPHENS INC /AR/ | History | No change | 36,723 | 413 | 0.0% | 0.0% | 38 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Uncommon Cents Investing LLC | History | No change | 32,785 | 369 | 0.08% | 0.08% | 39 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| OSAIC HOLDINGS, INC. | History | No change | 30,368 | 341 | 0.0% | 0.0% | 40 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Total Wealth Planning & Management, Inc. | History | No change | 29,238 | 329 | 0.22% | 0.22% | 41 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Equitable Holdings, Inc. | History | No change | 28,615 | 322 | 0.0% | 0.0% | 42 | 0 | 0.0% | Q2 2026 | Aug 17, 2026 |
| XTX Topco Ltd | History | No change | 26,857 | 302 | 0.0% | 0.0% | 43 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Sanctuary Advisors, LLC | History | No change | 22,813 | 256 | 0.0% | 0.0% | 44 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| WealthTrust Axiom LLC | History | No change | 20,889 | 235 | 0.05% | 0.05% | 45 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | No change | 20,040 | 227 | 0.0% | 0.0% | 46 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Apollon Wealth Management, LLC | History | No change | 19,629 | 221 | 0.0% | 0.0% | 47 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| STIFEL FINANCIAL CORP | History | No change | 17,793 | 200 | 0.0% | 0.0% | 48 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Fortitude Advisory Group L.L.C. | History | No change | 16,066 | 180 | 0.07% | 0.07% | 49 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| RIK SAYLOR FINANCIAL, INC. | History | No change | 15,785 | 177 | 0.12% | 0.12% | 50 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| SeaCrest Wealth Management, LLC | History | No change | 15,682 | 176 | 0.02% | 0.02% | 51 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| Herold Advisors, Inc. | History | No change | 14,440 | 163 | 0.03% | 0.03% | 52 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Hennion & Walsh Asset Management, Inc. | History | No change | 13,992 | 157 | 0.0% | 0.0% | 53 | 0 | 0.0% | Q2 2026 | Jul 08, 2026 |
| Graves Light Lenhart Wealth, Inc. | History | No change | 13,728 | 154 | 0.01% | 0.01% | 54 | 0 | 0.0% | Q2 2026 | Jul 07, 2026 |
| BlackRock, Inc. | History | No change | 13,654 | 153 | 0.0% | 0.0% | 55 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Concurrent Investment Advisors, LLC | History | No change | 13,464 | 151 | 0.0% | 0.0% | 56 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Plotkin Financial Advisors, LLC | History | No change | 12,938 | 145 | 0.06% | 0.06% | 57 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| UHLMANN PRICE SECURITIES, LLC | History | No change | 12,877 | 144 | 0.01% | 0.01% | 58 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| HighTower Advisors, LLC | History | No change | 12,242 | 137 | 0.0% | 0.0% | 59 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Corient Private Wealth LP | History | No change | 12,206 | 137 | 0.0% | 0.0% | 60 | 0 | 0.0% | Q2 2026 | Aug 27, 2026 |
| Creative Planning | History | No change | 11,306 | 127 | 0.0% | 0.0% | 61 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Gator Capital Management, LLC | History | No change | 11,102 | 125 | 0.03% | 0.03% | 62 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| GILL CAPITAL PARTNERS, LLC | History | No change | 11,018 | 124 | 0.03% | 0.03% | 63 | 0 | 0.0% | Q2 2026 | Aug 20, 2026 |
| CoreCap Advisors, LLC | History | No change | 10,520 | 118 | 0.0% | 0.0% | 64 | 0 | 0.0% | Q2 2026 | Jul 06, 2026 |
| B. Riley Wealth Advisors, Inc. | History | No change | 10,148 | 114 | 0.01% | 0.01% | 65 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| BESSEMER GROUP INC | History | No change | 6,000 | 68 | 0.0% | 0.0% | 66 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| AdvisorNet Financial, Inc | History | No change | 5,372 | 60 | 0.0% | 0.0% | 67 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| US BANCORP \DE\ | History | No change | 5,076 | 57 | 0.0% | 0.0% | 68 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Global Retirement Partners, LLC | History | No change | 3,769 | 42 | 0.0% | 0.0% | 69 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| EverSource Wealth Advisors, LLC | History | No change | 2,971 | 33 | 0.0% | 0.0% | 70 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| HARBOUR INVESTMENTS, INC. | History | No change | 2,753 | 30 | 0.0% | 0.0% | 71 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| BNP PARIBAS FINANCIAL MARKETS | History | No change | 1,504 | 16 | 0.0% | 0.0% | 72 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Pinnacle Wealth Planning Services, Inc. | History | No change | 1,361 | 15 | 0.0% | 0.0% | 73 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Atlantic Union Bankshares Corp | History | No change | 1,305 | 14 | 0.0% | 0.0% | 74 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Noble Wealth Management PBC | History | No change | 800 | 8 | 0.0% | 0.0% | 75 | 0 | 0.0% | Q3 2026 | Oct 01, 2026 |
| Osbon Capital Management LLC | History | No change | 574 | 6 | 0.0% | 0.0% | 76 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| WPG Advisers, LLC | History | No change | 541 | 6 | 0.0% | 0.0% | 77 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Ameritas Advisory Services, LLC | History | No change | 371 | 4 | 0.0% | 0.0% | 78 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| JPMORGAN CHASE & CO | History | No change | 230 | 2 | 0.0% | 0.0% | 79 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| HIGHLINE WEALTH PARTNERS LLC | History | No change | 250 | 2 | 0.0% | 0.0% | 80 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| COMPASS FINANCIAL MANAGEMENT LLC | History | No change | 205 | 2 | 0.0% | 0.0% | 81 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| WHITTIER TRUST CO OF NEVADA INC | History | No change | 114 | 1 | 0.0% | 0.0% | 82 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| JFS WEALTH ADVISORS, LLC | History | No change | 93 | 1 | 0.0% | 0.0% | 83 | 0 | 0.0% | Q2 2026 | Jul 10, 2026 |
| Steward Partners Investment Advisory, LLC | History | No change | 162 | 1 | 0.0% | 0.0% | 84 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| TSFG, LLC | History | No change | 67 | 1 | 0.0% | 0.0% | 85 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Strategic Advocates LLC | History | No change | 135 | 1 | 0.0% | 0.0% | 86 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Mountain Hill Investment Partners Corp. | History | No change | 163 | 1 | 0.0% | 0.0% | 87 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| CITIGROUP INC | History | No change | 1 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| ASSETMARK, INC | History | No change | 16 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Tower Research Capital LLC (TRC) | History | No change | 41 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |