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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.

Q2 2026 vs. Q1 2026

How the institutions holding KKR Income Opportunities Fund changed between Q1 2026 and Q2 2026.

All holders in Q2 2026All holders in Q1 2026

13F holders of KIO: Q1 2026 compared with Q2 2026
MeasureQ1 2026Of which not filed for Q2 2026Q2 2026Change
Holders94290−2
Shares10.4M8.59K10.5M+69.2K (+0.7%)
Value$114.7M$94.5K$118.4M+$3.79M (+3.3%)

2 institutions that held it in Q1 2026 haven't filed for Q2 2026 yet. Not filing isn't selling, so the changes leave them out.

New holders (11)

Institutions that held KKR Income Opportunities Fund at the end of Q2 2026 but not at the end of Q1 2026.

Institutions new to KIO in Q2 2026
InstitutionSharesValue% of portfolio
J.W. Cole Advisors, Inc.101,737$1.15M0.02%
Advisors Asset Management, Inc.73,782$830.8K0.01%
XTX Topco Ltd26,857$302.4K0.00%
Sanctuary Advisors, LLC22,813$256.9K0.00%
Creative Planning11,306$127.3K0.00%
Bessemer Group Inc6,000$68.0K0.00%
Global Retirement Partners, LLC3,769$42.4K0.00%
Ameritas Advisory Services, LLC371$4.18K0.00%
Compass Financial Management LLC205$2.30K0.00%
JFS Wealth Advisors, LLC93$1.05K0.00%
Tower Research Capital LLC (TRC)41$4620.00%

Sold out (13)

Institutions that held KKR Income Opportunities Fund at the end of Q1 2026 and filed for Q2 2026 without it.

Institutions that sold out of KIO in Q2 2026
InstitutionShares, Q1 2026Value, Q1 2026
Logan Stone Capital, LLC246,200$2.71M
Balyasny Asset Management LLC76,042$836.5K
Wolverine Asset Management LLC75,056$825.6K
Commonwealth Equity Services, LLC17,629$193.9K
Cresset Asset Management, LLC15,938$175.3K
Nomura Holdings Inc15,000$165.0K
Cooper/Haims Advisors, LLC13,306$146.4K
Jane Street Group, LLC11,764$129.4K
Integrity Advisory Solutions, LLC10,344$113.8K
Allspring Global Investments Holdings, LLC10,162$111.8K
Oppenheimer & Co Inc10,090$111.0K
Ronald Blue Trust, Inc.6,285$69.1K
Global Wealth Strategies & Associates903$9.93K

Not filed for Q2 2026 yet (2)

Institutions that held KKR Income Opportunities Fund at the end of Q1 2026 and haven't filed a 13F for Q2 2026. Not filing isn't selling, so they aren't counted as sold out.

Institutions holding KIO in Q1 2026 that haven't filed for Q2 2026
InstitutionShares, Q1 2026Value, Q1 2026
Anfield Capital Management, LLC7,911$87.0K
CWM, LLC680$7.48K