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.
13F holders, Q2 2026
Institutional positions in KKR Income Opportunities Fund as of Jun 30, 2026. Investment managers with $100 million or more in US stocks report their long positions on Form 13F within 45 days after each quarter ends. How 13F works
- Institutional holders
- 90
- −2 vs. Q1 2026
- Shares held
- 10.5M
- +69.2K (+0.7%) vs. Q1 2026
- Total value
- $118.4M
- +$3.79M (+3.3%) vs. Q1 2026
- New holders
- 11
- 30 more added
- Sold out
- 13
- 26 more reduced
2 institutions that held it in Q1 2026 haven't filed for Q2 2026 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2026: new holders, sold out and not filed yet
Holders and value by quarter
Institutions reporting KIO on Form 13F each quarter since Q1 2021, and the total value they reported. Values are as of each quarter end, so they also move with the share price.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 90 | $118.4M |
| Q1 2026 | 94 | $114.7M |
| Q4 2025 | 95 | $119.3M |
| Q3 2025 | 95 | $133.0M |
| Q2 2025 | 95 | $138.5M |
| Q1 2025 | 83 | $151.5M |
| Q4 2024 | 66 | $71.3M |
| Q3 2024 | 59 | $73.9M |
| Q2 2024 | 52 | $66.9M |
| Q1 2024 | 53 | $73.8M |
| Q4 2023 | 56 | $77.8M |
| Q3 2023 | 57 | $83.7M |
| Q2 2023 | 57 | $85.9M |
| Q1 2023 | 63 | $86.9M |
| Q4 2022 | 48 | $56.0M |
| Q3 2022 | 53 | $60.3M |
| Q2 2022 | 56 | $57.0M |
| Q1 2022 | 50 | $66.3M |
| Q4 2021 | 46 | $71.4M |
| Q3 2021 | 44 | $62.1M |
| Q2 2021 | 47 | $62.9M |
| Q1 2021 | 54 | $61.6M |
Institutions, Q2 2026
Shares, value and share of portfolio for each institution holding KKR Income Opportunities Fund; share changes are against Q1 2026.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Citigroup Inc | 1 | $11 | 0.00% | 00.0% | Unchanged |
| Assetmark, Inc | 16 | $180 | 0.00% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 41 | $462 | 0.00% | +41 | New |
| TSFG, LLC | 67 | $1.00K | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 93 | $1.05K | 0.00% | +93 | New |
| Whittier Trust Co of Nevada Inc | 114 | $1.30K | 0.00% | 00.0% | Unchanged |
| Strategic Advocates LLC | 135 | $1.52K | 0.01% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 162 | $1.82K | 0.00% | 00.0% | Unchanged |
| Mountain Hill Investment Partners Corp. | 163 | $1.84K | 0.00% | +5+3.2% | Added |
| Compass Financial Management LLC | 205 | $2.30K | 0.00% | +205 | New |
| JPMorgan Chase & Co | 230 | $2.60K | 0.00% | 00.0% | Unchanged |
| Highline Wealth Partners LLC | 250 | $2.81K | 0.00% | 00.0% | Unchanged |
| Ameritas Advisory Services, LLC | 371 | $4.18K | 0.00% | +371 | New |
| WPG Advisers, LLC | 541 | $6.09K | 0.00% | +119+28.2% | Added |
| Osbon Capital Management LLC | 574 | $6.46K | 0.01% | +266+86.4% | Added |
| Noble Wealth Management PBC | 800 | $9.01K | 0.00% | 00.0% | Unchanged |
| Atlantic Union Bankshares Corp | 1,305 | $14.7K | 0.00% | 00.0% | Unchanged |
| Pinnacle Wealth Planning Services, Inc. | 1,361 | $15.3K | 0.00% | +278+25.7% | Added |
| BNP Paribas Arbitrage, SA | 1,504 | $16.9K | 0.00% | −694−31.6% | Reduced |
| Harbour Investments, Inc. | 2,753 | $31.0K | 0.00% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 2,971 | $33.5K | 0.00% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 3,769 | $42.4K | 0.00% | +3,769 | New |
| US Bancorp | 5,076 | $57.2K | 0.00% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 5,372 | $60.5K | 0.00% | 00.0% | Unchanged |
| Bessemer Group Inc | 6,000 | $68.0K | 0.00% | +6,000 | New |
| National Asset Management, Inc. | 10,148 | $114.6K | 0.01% | +58+0.6% | Added |
| CoreCap Advisors, LLC | 10,520 | $118.5K | 0.00% | +10,114+2,491.1% | Added |
| Gill Capital Partners, LLC | 11,018 | $124.1K | 0.03% | −107−1.0% | Reduced |
| Gator Capital Management, LLC | 11,102 | $125.0K | 0.03% | 00.0% | Unchanged |
| Creative Planning | 11,306 | $127.3K | 0.00% | +11,306 | New |
| CI Private Wealth, LLC | 12,206 | $137.4K | 0.00% | −18,635−60.4% | Reduced |
| HighTower Advisors, LLC | 12,242 | $137.8K | 0.00% | −500−3.9% | Reduced |
| Uhlmann Price Securities, LLC | 12,877 | $145.0K | 0.01% | +404+3.2% | Added |
| Plotkin Financial Advisors, LLC | 12,938 | $145.7K | 0.06% | 00.0% | Unchanged |
| Concurrent Investment Advisors, LLC | 13,464 | $151.6K | 0.00% | 00.0% | Unchanged |
| BlackRock, Inc. | 13,654 | $153.8K | 0.00% | −225−1.6% | Reduced |
| Graves-Light Private Wealth Management, Inc. | 13,728 | $154.6K | 0.01% | 00.0% | Unchanged |
| Hennion & Walsh Asset Management, Inc. | 13,992 | $157.6K | 0.00% | −13,848−49.7% | Reduced |
| Herold Advisors, Inc. | 14,440 | $163.0K | 0.03% | +2,422+20.2% | Added |
| SeaCrest Wealth Management, LLC | 15,682 | $176.6K | 0.02% | +375+2.4% | Added |
| Rik Saylor Financial, Inc. | 15,785 | $177.7K | 0.12% | −47−0.3% | Reduced |
| Fortitude Advisory Group L.L.C. | 16,066 | $180.9K | 0.07% | 00.0% | Unchanged |
| Stifel Financial Corp | 17,793 | $200.3K | 0.00% | −310−1.7% | Reduced |
| Apollon Wealth Management, LLC | 19,629 | $221.0K | 0.00% | 00.0% | Unchanged |
| Wealth Enhancement Advisory Services, LLC | 20,040 | $227.5K | 0.00% | −813−3.9% | Reduced |
| WealthTrust Axiom LLC | 20,889 | $235.2K | 0.05% | −1,064−4.8% | Reduced |
| Sanctuary Advisors, LLC | 22,813 | $256.9K | 0.00% | +22,813 | New |
| XTX Topco Ltd | 26,857 | $302.4K | 0.00% | +26,857 | New |
| Equitable Holdings, Inc. | 28,615 | $322.2K | 0.00% | +7,162+33.4% | Added |
| Total Wealth Planning & Management, Inc. | 29,238 | $329.2K | 0.24% | +3,584+14.0% | Added |
| Advisor Group Holdings, Inc. | 30,368 | $342.0K | 0.00% | +4,404+17.0% | Added |
| Uncommon Cents Investing LLC | 32,785 | $369.2K | 0.08% | −300−0.9% | Reduced |
| Stephens Inc | 36,723 | $413.5K | 0.00% | +28+0.1% | Added |
| Virtus Investment Advisers, Inc. | 38,341 | $431.7K | 0.10% | −10,232−21.1% | Reduced |
| Fifth Third Bancorp | 39,900 | $449.3K | 0.00% | +108+0.3% | Added |
| SRS Capital Advisors, Inc. | 40,333 | $454.1K | 0.00% | +35,333+706.7% | Added |
| Aviance Capital Partners, LLC | 41,051 | $462.2K | 0.05% | +1,065+2.7% | Added |
| Carnegie Lake Advisors LLC | 42,874 | $482.8K | 0.18% | −250−0.6% | Reduced |
| PFG Investments, LLC | 43,469 | $489.5K | 0.02% | −795−1.8% | Reduced |
| Envestnet Asset Management Inc | 45,520 | $512.6K | 0.00% | −5,702−11.1% | Reduced |
| GWM Advisors LLC | 47,370 | $533.4K | 0.00% | −1,100−2.3% | Reduced |
| Bramshill Investments, LLC | 47,659 | $536.6K | 0.04% | +522+1.1% | Added |
| Robinson Capital Management, LLC | 52,154 | $587.3K | 0.26% | 00.0% | Unchanged |
| Rockefeller Capital Management L.P. | 57,913 | $652.1K | 0.00% | −7,997−12.1% | Reduced |
| Wedbush Securities Inc | 61,574 | $693.0K | 0.02% | +18,471+42.9% | Added |
| Advisors Asset Management, Inc. | 73,782 | $830.8K | 0.01% | +73,782 | New |
| Royal Bank of Canada | 76,286 | $859.0K | 0.00% | −657−0.9% | Reduced |
| Baird Financial Group, Inc. | 79,150 | $891.2K | 0.00% | −3,994−4.8% | Reduced |
| Sit Investment Associates Inc | 80,300 | $904.0K | 0.02% | 00.0% | Unchanged |
| Cohen & Steers, Inc. | 87,779 | $988.0K | 0.00% | 00.0% | Unchanged |
| Joseph P. Lucia & Associates, LLC | 100,022 | $1.13M | 0.34% | +988+1.0% | Added |
| Cetera Investment Advisers | 100,812 | $1.14M | 0.00% | +4,407+4.6% | Added |
| J.W. Cole Advisors, Inc. | 101,737 | $1.15M | 0.02% | +101,737 | New |
| Cambridge Investment Research Advisors, Inc. | 114,389 | $1.29M | 0.00% | +3,186+2.9% | Added |
| Raymond James Financial Inc | 114,454 | $1.29M | 0.00% | −2,237−1.9% | Reduced |
| Invesco Ltd. | 125,904 | $1.42M | 0.00% | −27,220−17.8% | Reduced |
| Capital Investment Advisors, LLC | 135,975 | $1.53M | 0.02% | −4,350−3.1% | Reduced |
| Significant Wealth Partners LLC | 143,556 | $1.62M | 1.75% | +2,407+1.7% | Added |
| Karpus Management, Inc. | 162,934 | $1.83M | 0.05% | −5,759−3.4% | Reduced |
| Shaker Financial Services, LLC | 175,575 | $1.98M | 0.62% | −140,063−44.4% | Reduced |
| LPL Financial LLC | 217,250 | $2.45M | 0.00% | +4,305+2.0% | Added |
| Kovack Advisors, Inc. | 216,679 | $2.46M | 0.12% | +81,653+60.5% | Added |
| Rareview Capital LLC | 198,863 | $2.50M | 1.40% | +18,251+10.1% | Added |
| Bank of America Corp | 348,013 | $3.92M | 0.00% | +6,095+1.8% | Added |
| Janney Montgomery Scott LLC | 536,534 | $6.04M | 0.01% | +66,756+14.2% | Added |
| Wells Fargo & Company | 548,460 | $6.18M | 0.00% | −34,686−5.9% | Reduced |
| UBS Group AG | 646,653 | $7.28M | 0.00% | −13,809−2.1% | Reduced |
| Guggenheim Capital LLC | 851,503 | $9.59M | 0.06% | +57,941+7.3% | Added |
| Penserra Capital Management LLC | 1,161,643 | $13.1M | 0.10% | +44,345+4.0% | Added |
| Morgan Stanley | 2,996,729 | $33.7M | 0.00% | +251,322+9.2% | Added |
| Logan Stone Capital, LLC | 0 | $0 | 0.00% | −246,200−100.0% | Sold out |
| Balyasny Asset Management LLC | 0 | $0 | 0.00% | −76,042−100.0% | Sold out |
| Wolverine Asset Management LLC | 0 | $0 | 0.00% | −75,056−100.0% | Sold out |
| Commonwealth Equity Services, LLC | 0 | $0 | 0.00% | −17,629−100.0% | Sold out |
| Cresset Asset Management, LLC | 0 | $0 | 0.00% | −15,938−100.0% | Sold out |
| Nomura Holdings Inc | 0 | $0 | 0.00% | −15,000−100.0% | Sold out |
| Cooper/Haims Advisors, LLC | 0 | $0 | 0.00% | −13,306−100.0% | Sold out |
| Jane Street Group, LLC | 0 | $0 | 0.00% | −11,764−100.0% | Sold out |
| Integrity Advisory Solutions, LLC | 0 | $0 | 0.00% | −10,344−100.0% | Sold out |
| Allspring Global Investments Holdings, LLC | 0 | $0 | 0.00% | −10,162−100.0% | Sold out |