KKR Income Opportunities Fund
KIO- Exchange
- NYSE
- SEC CIK
- 0001515940
No open-market purchases or sales by KKR Income Opportunities Fund insiders were filed in the last 90 days; 90 institutions reported holding it in 13F filings for Q2 2026, worth $118.4M in total; no superinvestor holds it.
Q1 2026 vs. Q4 2025
How the institutions holding KKR Income Opportunities Fund changed between Q4 2025 and Q1 2026.
All holders in Q1 2026All holders in Q4 2025
| Measure | Q4 2025 | Of which not filed for Q1 2026 | Q1 2026 | Change |
|---|---|---|---|---|
| Holders | 95 | 2 | 94 | +1 |
| Shares | 10.3M | 41.3K | 10.4M | +197.9K (+1.9%) |
| Value | $119.3M | $478.2K | $114.7M | −$4.04M (−3.4%) |
2 institutions that held it in Q4 2025 haven't filed for Q1 2026 yet. Not filing isn't selling, so the changes leave them out.
New holders (14)
Institutions that held KKR Income Opportunities Fund at the end of Q1 2026 but not at the end of Q4 2025.
| Institution | Shares | Value | % of portfolio |
|---|---|---|---|
| Significant Wealth Partners LLC | 141,149 | $1.55M | 1.91% |
| PFG Investments, LLC | 44,264 | $486.9K | 0.02% |
| Fifth Third Bancorp | 39,792 | $437.7K | 0.00% |
| Total Wealth Planning & Management, Inc. | 25,654 | $282.2K | 0.22% |
| Equitable Holdings, Inc. | 21,453 | $248.6K | 0.00% |
| Nomura Holdings Inc | 15,000 | $165.0K | 0.00% |
| Cooper/Haims Advisors, LLC | 13,306 | $146.4K | 0.07% |
| Plotkin Financial Advisors, LLC | 12,938 | $142.3K | 0.07% |
| Integrity Advisory Solutions, LLC | 10,344 | $113.8K | 0.02% |
| Allspring Global Investments Holdings, LLC | 10,162 | $111.8K | 0.00% |
| Harbour Investments, Inc. | 2,753 | $30.3K | 0.00% |
| Noble Wealth Management PBC | 800 | $8.80K | 0.00% |
| Osbon Capital Management LLC | 308 | $3.39K | 0.00% |
| Whittier Trust Co of Nevada Inc | 114 | $1.25K | 0.00% |
Sold out (13)
Institutions that held KKR Income Opportunities Fund at the end of Q4 2025 and filed for Q1 2026 without it.
| Institution | Shares, Q4 2025 | Value, Q4 2025 |
|---|---|---|
| J.W. Cole Advisors, Inc. | 101,635 | $1.18M |
| Rivernorth Capital Management, LLC | 91,534 | $1.06M |
| StoneX Group Inc. | 73,355 | $850.2K |
| Landscape Capital Management, L.L.C. | 65,131 | $754.9K |
| Advisors Asset Management, Inc. | 63,610 | $737.2K |
| TrueMark Investments, LLC | 45,255 | $524.5K |
| HRT Financial LP | 16,788 | $194.0K |
| Virtu Financial LLC | 15,894 | $184.0K |
| Citadel Advisors LLC | 14,703 | $170.4K |
| XTX Topco Ltd | 13,701 | $158.8K |
| Marex Group plc | 10,102 | $117.1K |
| Kestra Advisory Services, LLC | 7,579 | $87.8K |
| Sunbelt Securities, Inc. | 1,000 | $11.6K |
Not filed for Q1 2026 yet (2)
Institutions that held KKR Income Opportunities Fund at the end of Q4 2025 and haven't filed a 13F for Q1 2026. Not filing isn't selling, so they aren't counted as sold out.
| Institution | Shares, Q4 2025 | Value, Q4 2025 |
|---|---|---|
| Comerica Bank | 39,715 | $460.3K |
| Global Retirement Partners, LLC | 1,546 | $17.9K |