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 $1.18 億；沒有大師持有。
2025 年第 2 季 13F 持有人
KKR Income Opportunities Fund 在 2025/6/30 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
- 95
- 較 2025 年第 1 季 +13 家
- 持有股數
- 1,102 萬
- 較 2025 年第 1 季 −129.4 萬 (−10.5%)
- 總市值
- $1.38 億
- 較 2025 年第 1 季 −$1,292 萬 (−8.5%)
- 新進機構
- 18
- 另有 35 家加碼
- 清倉機構
- 5
- 另有 30 家減碼
另有 1 家機構在 2025 年第 1 季持有、還沒有申報 2025 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 | $1.18 億 |
| 2026 年第 1 季 | 94 | $1.15 億 |
| 2025 年第 4 季 | 95 | $1.19 億 |
| 2025 年第 3 季 | 95 | $1.33 億 |
| 2025 年第 2 季 | 95 | $1.38 億 |
| 2025 年第 1 季 | 83 | $1.51 億 |
| 2024 年第 4 季 | 66 | $7,134 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 | $7,377 萬 |
| 2023 年第 4 季 | 56 | $7,778 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 | $5,603 萬 |
| 2022 年第 3 季 | 53 | $6,029 萬 |
| 2022 年第 2 季 | 56 | $5,696 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 | $6,158 萬 |
2025 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 2025 年第 1 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| Sit Investment Associates Inc | 1,763,303 | $2,215 萬 | 0.47% | −497,522−22.0% | 減碼 |
| Morgan Stanley | 1,518,336 | $1,907 萬 | 0.00% | +364,140+31.5% | 加碼 |
| UBS Group AG | 761,792 | $956.8 萬 | 0.00% | −133,514−14.9% | 減碼 |
| Guggenheim Capital LLC | 721,159 | $905.8 萬 | 0.07% | −46,804−6.1% | 減碼 |
| 1607 Capital Partners, LLC | 575,652 | $723.0 萬 | 0.59% | −153,831−21.1% | 減碼 |
| Karpus Management, Inc. | 571,401 | $717.7 萬 | 0.23% | −104,900−15.5% | 減碼 |
| Polar Asset Management Partners Inc. | 416,151 | $522.7 萬 | 0.13% | +12,556+3.1% | 加碼 |
| Penserra Capital Management LLC | 358,576 | $450.3 萬 | 0.06% | +10,585+3.0% | 加碼 |
| Bank of America Corp | 340,398 | $427.5 萬 | 0.00% | +17,001+5.3% | 加碼 |
| Landscape Capital Management, L.L.C. | 318,124 | $399.6 萬 | 0.31% | −482,610−60.3% | 減碼 |
| Advisors Asset Management, Inc. | 281,583 | $353.7 萬 | 0.06% | −15,622−5.3% | 減碼 |
| Wells Fargo & Company | 254,905 | $320.2 萬 | 0.00% | +43,665+20.7% | 加碼 |
| Stifel Financial Corp | 240,140 | $301.6 萬 | 0.00% | +14,257+6.3% | 加碼 |
| Rareview Capital LLC | 171,844 | $215.8 萬 | 1.36% | +171,844 | 新進 |
| Capital Investment Advisors, LLC | 154,220 | $193.7 萬 | 0.03% | −1,343−0.9% | 減碼 |
| Invesco Ltd. | 138,655 | $174.2 萬 | 0.00% | −5,352−3.7% | 減碼 |
| Royal Bank of Canada | 131,652 | $165.4 萬 | 0.00% | +44,287+50.7% | 加碼 |
| LPL Financial LLC | 113,008 | $141.9 萬 | 0.00% | +12,006+11.9% | 加碼 |
| Kovack Advisors, Inc. | 111,315 | $139.8 萬 | 0.14% | +12,650+12.8% | 加碼 |
| Joseph P. Lucia & Associates, LLC | 111,051 | $139.5 萬 | 0.57% | +6,211+5.9% | 加碼 |
| Raymond James Financial Inc | 108,124 | $135.8 萬 | 0.00% | +16,378+17.9% | 加碼 |
| Allspring Global Investments Holdings, LLC | 107,639 | $135.2 萬 | 0.00% | −493,563−82.1% | 減碼 |
| Cambridge Investment Research Advisors, Inc. | 94,781 | $119.0 萬 | 0.00% | −23,693−20.0% | 減碼 |
| J.W. Cole Advisors, Inc. | 87,051 | $109.3 萬 | 0.02% | +8,123+10.3% | 加碼 |
| Strategic Advocates LLC | 82,465 | $103.6 萬 | 0.31% | +5,430+7.0% | 加碼 |
| StoneX Group Inc. | 75,885 | $95.3 萬 | 0.05% | +237+0.3% | 加碼 |
| Virtus Investment Advisers, Inc. | 73,626 | $92.5 萬 | 0.31% | −17,465−19.2% | 減碼 |
| Rockefeller Capital Management L.P. | 63,667 | $80.0 萬 | 0.00% | −5,167−7.5% | 減碼 |
| Robinson Capital Management, LLC | 52,089 | $65.4 萬 | 0.27% | +5,050+10.7% | 加碼 |
| Cetera Investment Advisers | 51,448 | $64.6 萬 | 0.00% | +6,925+15.6% | 加碼 |
| Wolverine Asset Management LLC | 51,102 | $64.2 萬 | 0.01% | −83,250−62.0% | 減碼 |
| Advisor Group Holdings, Inc. | 48,957 | $61.5 萬 | 0.00% | −4,303−8.1% | 減碼 |
| Carnegie Lake Advisors LLC | 48,324 | $60.7 萬 | 0.24% | −1,699−3.4% | 減碼 |
| Bramshill Investments, LLC | 48,244 | $60.6 萬 | 0.06% | −752−1.5% | 減碼 |
| Shaker Financial Services, LLC | 48,059 | $60.4 萬 | 0.22% | +9,717+25.3% | 加碼 |
| GWM Advisors LLC | 47,517 | $59.7 萬 | 0.00% | +2,051+4.5% | 加碼 |
| Envestnet Asset Management Inc | 46,214 | $58.0 萬 | 0.00% | +5,488+13.5% | 加碼 |
| Wealth Enhancement Advisory Services, LLC | 43,468 | $54.6 萬 | 0.00% | +33+0.1% | 加碼 |
| Summit X, LLC | 42,476 | $53.3 萬 | 0.10% | −15,030−26.1% | 減碼 |
| Baird Financial Group, Inc. | 41,236 | $51.8 萬 | 0.00% | +4,450+12.1% | 加碼 |
| Comerica Bank | 39,446 | $49.5 萬 | 0.00% | +174+0.4% | 加碼 |
| Cohen & Steers, Inc. | 37,779 | $47.5 萬 | 0.00% | +37,779 | 新進 |
| Wedbush Securities Inc | 37,269 | $46.8 萬 | 0.02% | +6,795+22.3% | 加碼 |
| Aviance Capital Partners, LLC | 35,723 | $44.9 萬 | 0.06% | +5,604+18.6% | 加碼 |
| Uncommon Cents Investing LLC | 33,934 | $42.6 萬 | 0.11% | −300−0.9% | 減碼 |
| Stephens Inc | 31,621 | $39.7 萬 | 0.01% | +4,769+17.8% | 加碼 |
| CI Private Wealth, LLC | 30,841 | $38.7 萬 | 0.00% | +30,841 | 新進 |
| Vanguard Capital Wealth Advisors | 30,000 | $37.7 萬 | 0.37% | −5,000−14.3% | 減碼 |
| Commonwealth Equity Services, LLC | 29,942 | $37.6 萬 | 0.00% | +5,296+21.5% | 加碼 |
| Hennion & Walsh Asset Management, Inc. | 23,994 | $30.1 萬 | 0.01% | +8,462+54.5% | 加碼 |
| Atala Financial Inc | 23,270 | $29.2 萬 | 0.20% | 00.0% | 不變 |
| WealthTrust Axiom LLC | 22,914 | $28.8 萬 | 0.08% | −3,677−13.8% | 減碼 |
| Almitas Capital LLC | 20,851 | $26.2 萬 | 0.07% | +20,851 | 新進 |
| Jane Street Group, LLC | 20,650 | $25.9 萬 | 0.00% | +20,650 | 新進 |
| Apollon Wealth Management, LLC | 16,866 | $21.2 萬 | 0.00% | +825+5.1% | 加碼 |
| SeaCrest Wealth Management, LLC | 15,712 | $19.7 萬 | 0.02% | −27−0.2% | 減碼 |
| Rik Saylor Financial, Inc. | 15,439 | $19.4 萬 | 0.15% | +176+1.2% | 加碼 |
| HighTower Advisors, LLC | 14,388 | $18.1 萬 | 0.00% | +1,338+10.3% | 加碼 |
| Concurrent Investment Advisors, LLC | 13,955 | $17.5 萬 | 0.00% | +585+4.4% | 加碼 |
| Cresset Asset Management, LLC | 13,838 | $17.4 萬 | 0.00% | −6,628−32.4% | 減碼 |
| Gator Capital Management, LLC | 13,820 | $17.4 萬 | 0.05% | 00.0% | 不變 |
| Graves-Light Private Wealth Management, Inc. | 13,728 | $17.2 萬 | 0.02% | 00.0% | 不變 |
| Atlantic Union Bankshares Corp | 13,296 | $16.7 萬 | 0.00% | −10,941−45.1% | 減碼 |
| Atria Wealth Solutions, Inc. | 13,175 | $16.5 萬 | 0.00% | −2,144−14.0% | 減碼 |
| 1776 Wealth LLC | 13,144 | $16.5 萬 | 0.07% | 00.0% | 不變 |
| Wetherby Asset Management Inc | 12,996 | $16.3 萬 | 0.01% | +12,996 | 新進 |
| Plotkin Financial Advisors, LLC | 12,938 | $16.3 萬 | 0.09% | 00.0% | 不變 |
| Gill Capital Partners, LLC | 12,655 | $15.9 萬 | 0.05% | −2,604−17.1% | 減碼 |
| Fortitude Advisory Group L.L.C. | 12,501 | $15.7 萬 | 0.09% | 00.0% | 不變 |
| Mariner, LLC | 11,993 | $15.1 萬 | 0.00% | +11,993 | 新進 |
| Verity Asset Management, Inc. | 11,937 | $15.0 萬 | 0.07% | −8,259−40.9% | 減碼 |
| Creative Planning | 11,861 | $14.9 萬 | 0.00% | +296+2.6% | 加碼 |
| Uhlmann Price Securities, LLC | 11,386 | $14.3 萬 | 0.10% | +334+3.0% | 加碼 |
| Herold Advisors, Inc. | 10,505 | $13.2 萬 | 0.03% | +10,505 | 新進 |
| US Bancorp | 5,076 | $6.38 萬 | 0.00% | −400−7.3% | 減碼 |
| CoreCap Advisors, LLC | 4,433 | $5.57 萬 | 0.00% | −4,901−52.5% | 減碼 |
| AdvisorNet Financial, Inc | 3,905 | $4.90 萬 | 0.00% | +1,812+86.6% | 加碼 |
| Geneos Wealth Management Inc. | 1,828 | $2.30 萬 | 0.00% | +1,828 | 新進 |
| Ronald Blue Trust, Inc. | 1,500 | $1.88 萬 | 0.00% | +1,500 | 新進 |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 1,470 | $1.85 萬 | 0.00% | +1,470 | 新進 |
| Jones Financial Companies LLLP | 1,310 | $1.64 萬 | 0.00% | +1,310 | 新進 |
| Newbridge Financial Services Group, Inc. | 1,250 | $1.57 萬 | 0.00% | +1,250 | 新進 |
| EverSource Wealth Advisors, LLC | 1,235 | $1.55 萬 | 0.00% | +1,235 | 新進 |
| Future Financial Wealth Managment LLC | 750 | $9,420 | 0.01% | 00.0% | 不變 |
| SRS Capital Advisors, Inc. | 600 | $7,536 | 0.00% | +600 | 新進 |
| Ameritas Advisory Services, LLC | 372 | $4,672 | 0.00% | +372 | 新進 |
| JPMorgan Chase & Co | 230 | $2,889 | 0.00% | 00.0% | 不變 |
| Fifth Third Bancorp | 200 | $2,512 | 0.00% | 00.0% | 不變 |
| Steward Partners Investment Advisory, LLC | 162 | $2,035 | 0.00% | +162 | 新進 |
| WPG Advisers, LLC | 151 | $1,897 | 0.00% | +151 | 新進 |
| Mountain Hill Investment Partners Corp. | 144 | $1,811 | 0.00% | +4+2.9% | 加碼 |
| CWM, LLC | 46 | $1,000 | 0.00% | 00.0% | 不變 |
| TSFG, LLC | 67 | $1,000 | 0.00% | 00.0% | 不變 |
| Assetmark, Inc | 62 | $779 | 0.00% | −16−20.5% | 減碼 |
| Citigroup Inc | 1 | $13 | 0.00% | 00.0% | 不變 |
| Rivernorth Capital Management, LLC | 0 | $0 | 0.00% | −60,042−100.0% | 清倉 |
| Marex Group plc | 0 | $0 | 0.00% | −31,270−100.0% | 清倉 |
| SFI Advisors, LLC | 0 | $0 | 0.00% | −22,419−100.0% | 清倉 |
| Susquehanna International Group, LLP | 0 | $0 | 0.00% | −12,176−100.0% | 清倉 |
| Boston Private Wealth LLC | 0 | $0 | 0.00% | −2,149−100.0% | 清倉 |