KKR Income Opportunities Fund
KIO- 交易所
- NYSE
- SEC CIK
- 0001515940
近 90 天，KKR Income Opportunities Fund 沒有內部人公開市場買賣的申報；2026 年第 2 季末有 90 家機構在 13F 申報持有，市值合計 $1.20 億；沒有大師持有。
2026 年第 2 季 13F 持有人
KKR Income Opportunities Fund 在 2026/6/30 季末的機構持股。管理 1 億美元以上美股的機構，每季結束後 45 天內要用 13F 申報多頭部位。13F 是什麼
- 持有機構
- 90
- 較 2026 年第 1 季 −2 家
- 持有股數
- 1,061 萬
- 較 2026 年第 1 季 +18.4 萬 (+1.8%)
- 總市值
- $1.20 億
- 較 2026 年第 1 季 +$508.2 萬 (+4.4%)
- 新進機構
- 11
- 另有 30 家加碼
- 清倉機構
- 13
- 另有 26 家減碼
另有 2 家機構在 2026 年第 1 季持有、還沒有申報 2026 年第 2 季 13F：沒申報不算清倉，也不計入上面的變化。
歷季持有家數與市值
2021 年第 1 季起，每季在 13F 申報持有 KIO 的機構家數與合計市值。市值是各季季末的申報市值，也會跟著股價漲跌。
| 季度 | 家數 | 市值 |
|---|---|---|
| 2026 年第 2 季 | 90 | $1.20 億 |
| 2026 年第 1 季 | 94 | $1.15 億 |
| 2025 年第 4 季 | 95 | $1.20 億 |
| 2025 年第 3 季 | 95 | $1.33 億 |
| 2025 年第 2 季 | 95 | $1.41 億 |
| 2025 年第 1 季 | 83 | $1.51 億 |
| 2024 年第 4 季 | 66 | $7,145 萬 |
| 2024 年第 3 季 | 59 | $7,391 萬 |
| 2024 年第 2 季 | 52 | $6,692 萬 |
| 2024 年第 1 季 | 53 | $1.07 億 |
| 2023 年第 4 季 | 56 | $9,018 萬 |
| 2023 年第 3 季 | 57 | $8,367 萬 |
| 2023 年第 2 季 | 57 | $8,589 萬 |
| 2023 年第 1 季 | 63 | $8,692 萬 |
| 2022 年第 4 季 | 48 | $5,641 萬 |
| 2022 年第 3 季 | 53 | $7,065 萬 |
| 2022 年第 2 季 | 56 | $5,811 萬 |
| 2022 年第 1 季 | 50 | $6,633 萬 |
| 2021 年第 4 季 | 46 | $7,140 萬 |
| 2021 年第 3 季 | 44 | $6,207 萬 |
| 2021 年第 2 季 | 47 | $6,285 萬 |
| 2021 年第 1 季 | 54 | $6,235 萬 |
2026 年第 2 季持有機構
每家機構持有 KKR Income Opportunities Fund 的股數、市值與佔組合比重；股數變化跟 2026 年第 1 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| Morgan Stanley | 2,996,729 | $3,374 萬 | 0.00% | +251,322+9.2% | 加碼 |
| Penserra Capital Management LLC | 1,161,643 | $1,308 萬 | 0.10% | +44,345+4.0% | 加碼 |
| Guggenheim Capital LLC | 851,503 | $958.8 萬 | 0.06% | +57,941+7.3% | 加碼 |
| UBS Group AG | 646,653 | $728.1 萬 | 0.00% | −13,809−2.1% | 減碼 |
| Wells Fargo & Company | 548,460 | $617.6 萬 | 0.00% | −34,686−5.9% | 減碼 |
| Janney Montgomery Scott LLC | 536,534 | $604.1 萬 | 0.01% | +66,756+14.2% | 加碼 |
| Bank of America Corp | 348,013 | $391.9 萬 | 0.00% | +6,095+1.8% | 加碼 |
| Cambridge Investment Research Advisors, Inc. | 228,778 | $257.6 萬 | 0.00% | +117,575+105.7% | 加碼 |
| Rareview Capital LLC | 198,863 | $249.8 萬 | 1.40% | +18,251+10.1% | 加碼 |
| Kovack Advisors, Inc. | 216,679 | $245.5 萬 | 0.12% | +81,653+60.5% | 加碼 |
| LPL Financial LLC | 217,250 | $244.6 萬 | 0.00% | +4,305+2.0% | 加碼 |
| Shaker Financial Services, LLC | 175,575 | $197.7 萬 | 0.62% | −140,063−44.4% | 減碼 |
| Karpus Management, Inc. | 162,934 | $183.5 萬 | 0.05% | −5,759−3.4% | 減碼 |
| Significant Wealth Partners LLC | 143,556 | $161.6 萬 | 1.75% | +2,407+1.7% | 加碼 |
| Capital Investment Advisors, LLC | 135,975 | $153.1 萬 | 0.02% | −4,350−3.1% | 減碼 |
| Invesco Ltd. | 125,904 | $141.8 萬 | 0.00% | −27,220−17.8% | 減碼 |
| Raymond James Financial Inc | 114,454 | $128.9 萬 | 0.00% | −2,237−1.9% | 減碼 |
| J.W. Cole Advisors, Inc. | 101,737 | $114.6 萬 | 0.02% | +101,737 | 新進 |
| Cetera Investment Advisers | 100,812 | $113.5 萬 | 0.00% | +4,407+4.6% | 加碼 |
| Joseph P. Lucia & Associates, LLC | 100,022 | $112.6 萬 | 0.34% | +988+1.0% | 加碼 |
| Cohen & Steers, Inc. | 87,779 | $98.8 萬 | 0.00% | 00.0% | 不變 |
| Sit Investment Associates Inc | 80,300 | $90.4 萬 | 0.02% | 00.0% | 不變 |
| Baird Financial Group, Inc. | 79,150 | $89.1 萬 | 0.00% | −3,994−4.8% | 減碼 |
| Royal Bank of Canada | 76,286 | $85.9 萬 | 0.00% | −657−0.9% | 減碼 |
| Advisors Asset Management, Inc. | 73,782 | $83.1 萬 | 0.01% | +73,782 | 新進 |
| Wedbush Securities Inc | 61,574 | $69.3 萬 | 0.02% | +18,471+42.9% | 加碼 |
| Rockefeller Capital Management L.P. | 57,913 | $65.2 萬 | 0.00% | −7,997−12.1% | 減碼 |
| Robinson Capital Management, LLC | 52,154 | $58.7 萬 | 0.26% | 00.0% | 不變 |
| Bramshill Investments, LLC | 47,659 | $53.7 萬 | 0.04% | +522+1.1% | 加碼 |
| GWM Advisors LLC | 47,370 | $53.3 萬 | 0.00% | −1,100−2.3% | 減碼 |
| Envestnet Asset Management Inc | 45,520 | $51.3 萬 | 0.00% | −5,702−11.1% | 減碼 |
| PFG Investments, LLC | 43,469 | $48.9 萬 | 0.02% | −795−1.8% | 減碼 |
| Carnegie Lake Advisors LLC | 42,874 | $48.3 萬 | 0.18% | −250−0.6% | 減碼 |
| Aviance Capital Partners, LLC | 41,051 | $46.2 萬 | 0.05% | +1,065+2.7% | 加碼 |
| SRS Capital Advisors, Inc. | 40,333 | $45.4 萬 | 0.00% | +35,333+706.7% | 加碼 |
| Fifth Third Bancorp | 39,900 | $44.9 萬 | 0.00% | +108+0.3% | 加碼 |
| Virtus Investment Advisers, Inc. | 38,341 | $43.2 萬 | 0.10% | −10,232−21.1% | 減碼 |
| Stephens Inc | 36,723 | $41.3 萬 | 0.00% | +28+0.1% | 加碼 |
| Uncommon Cents Investing LLC | 32,785 | $36.9 萬 | 0.08% | −300−0.9% | 減碼 |
| Advisor Group Holdings, Inc. | 30,368 | $34.2 萬 | 0.00% | +4,404+17.0% | 加碼 |
| Total Wealth Planning & Management, Inc. | 29,238 | $32.9 萬 | 0.24% | +3,584+14.0% | 加碼 |
| Equitable Holdings, Inc. | 28,615 | $32.2 萬 | 0.00% | +7,162+33.4% | 加碼 |
| XTX Topco Ltd | 26,857 | $30.2 萬 | 0.00% | +26,857 | 新進 |
| Sanctuary Advisors, LLC | 22,813 | $25.7 萬 | 0.00% | +22,813 | 新進 |
| WealthTrust Axiom LLC | 20,889 | $23.5 萬 | 0.05% | −1,064−4.8% | 減碼 |
| Wealth Enhancement Advisory Services, LLC | 20,040 | $22.7 萬 | 0.00% | −813−3.9% | 減碼 |
| Apollon Wealth Management, LLC | 19,629 | $22.1 萬 | 0.00% | 00.0% | 不變 |
| Stifel Financial Corp | 17,793 | $20.0 萬 | 0.00% | −310−1.7% | 減碼 |
| Fortitude Advisory Group L.L.C. | 16,066 | $18.1 萬 | 0.07% | 00.0% | 不變 |
| Rik Saylor Financial, Inc. | 15,785 | $17.8 萬 | 0.12% | −47−0.3% | 減碼 |
| SeaCrest Wealth Management, LLC | 15,682 | $17.7 萬 | 0.02% | +375+2.4% | 加碼 |
| Herold Advisors, Inc. | 14,440 | $16.3 萬 | 0.03% | +2,422+20.2% | 加碼 |
| Hennion & Walsh Asset Management, Inc. | 13,992 | $15.8 萬 | 0.00% | −13,848−49.7% | 減碼 |
| Graves-Light Private Wealth Management, Inc. | 13,728 | $15.5 萬 | 0.01% | 00.0% | 不變 |
| BlackRock, Inc. | 13,654 | $15.4 萬 | 0.00% | −225−1.6% | 減碼 |
| Concurrent Investment Advisors, LLC | 13,464 | $15.2 萬 | 0.00% | 00.0% | 不變 |
| Plotkin Financial Advisors, LLC | 12,938 | $14.6 萬 | 0.06% | 00.0% | 不變 |
| Uhlmann Price Securities, LLC | 12,877 | $14.5 萬 | 0.01% | +404+3.2% | 加碼 |
| HighTower Advisors, LLC | 12,242 | $13.8 萬 | 0.00% | −500−3.9% | 減碼 |
| CI Private Wealth, LLC | 12,206 | $13.7 萬 | 0.00% | −18,635−60.4% | 減碼 |
| Creative Planning | 11,306 | $12.7 萬 | 0.00% | +11,306 | 新進 |
| Gator Capital Management, LLC | 11,102 | $12.5 萬 | 0.03% | 00.0% | 不變 |
| Gill Capital Partners, LLC | 11,018 | $12.4 萬 | 0.03% | −107−1.0% | 減碼 |
| CoreCap Advisors, LLC | 10,520 | $11.8 萬 | 0.00% | +10,114+2,491.1% | 加碼 |
| National Asset Management, Inc. | 10,148 | $11.5 萬 | 0.01% | +58+0.6% | 加碼 |
| Bessemer Group Inc | 6,000 | $6.80 萬 | 0.00% | +6,000 | 新進 |
| AdvisorNet Financial, Inc | 5,372 | $6.05 萬 | 0.00% | 00.0% | 不變 |
| US Bancorp | 5,076 | $5.72 萬 | 0.00% | 00.0% | 不變 |
| Global Retirement Partners, LLC | 3,769 | $4.24 萬 | 0.00% | +3,769 | 新進 |
| EverSource Wealth Advisors, LLC | 2,971 | $3.35 萬 | 0.00% | 00.0% | 不變 |
| Harbour Investments, Inc. | 2,753 | $3.10 萬 | 0.00% | 00.0% | 不變 |
| BNP Paribas Arbitrage, SA | 1,504 | $1.69 萬 | 0.00% | −694−31.6% | 減碼 |
| Pinnacle Wealth Planning Services, Inc. | 1,361 | $1.53 萬 | 0.00% | +278+25.7% | 加碼 |
| Atlantic Union Bankshares Corp | 1,305 | $1.47 萬 | 0.00% | 00.0% | 不變 |
| Noble Wealth Management PBC | 800 | $9,008 | 0.00% | 00.0% | 不變 |
| Osbon Capital Management LLC | 574 | $6,463 | 0.01% | +266+86.4% | 加碼 |
| WPG Advisers, LLC | 541 | $6,092 | 0.00% | +119+28.2% | 加碼 |
| Ameritas Advisory Services, LLC | 371 | $4,177 | 0.00% | +371 | 新進 |
| Highline Wealth Partners LLC | 250 | $2,815 | 0.00% | 00.0% | 不變 |
| JPMorgan Chase & Co | 230 | $2,597 | 0.00% | 00.0% | 不變 |
| Compass Financial Management LLC | 205 | $2,304 | 0.00% | +205 | 新進 |
| Mountain Hill Investment Partners Corp. | 163 | $1,838 | 0.00% | +5+3.2% | 加碼 |
| Steward Partners Investment Advisory, LLC | 162 | $1,824 | 0.00% | 00.0% | 不變 |
| Strategic Advocates LLC | 135 | $1,520 | 0.01% | 00.0% | 不變 |
| Whittier Trust Co of Nevada Inc | 114 | $1,297 | 0.00% | 00.0% | 不變 |
| JFS Wealth Advisors, LLC | 93 | $1,048 | 0.00% | +93 | 新進 |
| TSFG, LLC | 67 | $1,000 | 0.00% | 00.0% | 不變 |
| Tower Research Capital LLC (TRC) | 41 | $462 | 0.00% | +41 | 新進 |
| Assetmark, Inc | 16 | $180 | 0.00% | 00.0% | 不變 |
| Citigroup Inc | 1 | $11 | 0.00% | 00.0% | 不變 |
| Logan Stone Capital, LLC | 0 | $0 | 0.00% | −246,200−100.0% | 清倉 |
| Balyasny Asset Management LLC | 0 | $0 | 0.00% | −76,042−100.0% | 清倉 |
| Wolverine Asset Management LLC | 0 | $0 | 0.00% | −75,056−100.0% | 清倉 |
| Commonwealth Equity Services, LLC | 0 | $0 | 0.00% | −17,629−100.0% | 清倉 |
| Cresset Asset Management, LLC | 0 | $0 | 0.00% | −15,938−100.0% | 清倉 |
| Nomura Holdings Inc | 0 | $0 | 0.00% | −15,000−100.0% | 清倉 |
| Cooper/Haims Advisors, LLC | 0 | $0 | 0.00% | −13,306−100.0% | 清倉 |
| Jane Street Group, LLC | 0 | $0 | 0.00% | −11,764−100.0% | 清倉 |
| Integrity Advisory Solutions, LLC | 0 | $0 | 0.00% | −10,344−100.0% | 清倉 |
| Allspring Global Investments Holdings, LLC | 0 | $0 | 0.00% | −10,162−100.0% | 清倉 |