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。
2026 年第 1 季 13F 持有人
KKR Income Opportunities Fund 在 2026/3/31 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
- 94
- 較 2025 年第 4 季 +1 家
- 持有股數
- 1,043 萬
- 較 2025 年第 4 季 +19.8 萬 (+1.9%)
- 總市值
- $1.15 億
- 較 2025 年第 4 季 −$404.0 萬 (−3.4%)
- 新進機構
- 14
- 另有 26 家加碼
- 清倉機構
- 13
- 另有 36 家減碼
另有 2 家機構在 2025 年第 4 季持有、還沒有申報 2026 年第 1 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 |
2026 年第 1 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 4 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| Morgan Stanley | 2,745,407 | $3,020 萬 | 0.00% | +769,154+38.9% | 加碼 |
| Penserra Capital Management LLC | 1,117,298 | $1,229 萬 | 0.14% | −89,528−7.4% | 減碼 |
| Guggenheim Capital LLC | 793,562 | $872.9 萬 | 0.07% | +37,748+5.0% | 加碼 |
| UBS Group AG | 660,462 | $726.5 萬 | 0.00% | +40,088+6.5% | 加碼 |
| Wells Fargo & Company | 583,146 | $641.5 萬 | 0.00% | +12,042+2.1% | 加碼 |
| Janney Montgomery Scott LLC | 469,778 | $516.8 萬 | 0.01% | +19,288+4.3% | 加碼 |
| Bank of America Corp | 341,918 | $376.1 萬 | 0.00% | +27,215+8.6% | 加碼 |
| Shaker Financial Services, LLC | 315,638 | $347.2 萬 | 1.21% | +7,509+2.4% | 加碼 |
| Logan Stone Capital, LLC | 246,200 | $270.8 萬 | 0.75% | +78,005+46.4% | 加碼 |
| LPL Financial LLC | 212,945 | $234.2 萬 | 0.00% | +94,373+79.6% | 加碼 |
| Rareview Capital LLC | 180,612 | $226.8 萬 | 1.33% | +30,803+20.6% | 加碼 |
| Karpus Management, Inc. | 168,693 | $185.6 萬 | 0.06% | −6,695−3.8% | 減碼 |
| Invesco Ltd. | 153,124 | $168.4 萬 | 0.00% | +34,575+29.2% | 加碼 |
| Significant Wealth Partners LLC | 141,149 | $155.3 萬 | 1.91% | +141,149 | 新進 |
| Capital Investment Advisors, LLC | 140,325 | $154.4 萬 | 0.02% | −2,728−1.9% | 減碼 |
| Kovack Advisors, Inc. | 135,026 | $148.3 萬 | 0.08% | −22,857−14.5% | 減碼 |
| Raymond James Financial Inc | 116,691 | $128.4 萬 | 0.00% | −4,408−3.6% | 減碼 |
| Cambridge Investment Research Advisors, Inc. | 111,203 | $122.3 萬 | 0.00% | −667−0.6% | 減碼 |
| Joseph P. Lucia & Associates, LLC | 99,034 | $108.9 萬 | 0.39% | −6,383−6.1% | 減碼 |
| Cetera Investment Advisers | 96,405 | $106.0 萬 | 0.00% | +4,565+5.0% | 加碼 |
| Cohen & Steers, Inc. | 87,779 | $96.6 萬 | 0.00% | +50,000+132.3% | 加碼 |
| Baird Financial Group, Inc. | 83,144 | $91.5 萬 | 0.00% | −7,094−7.9% | 減碼 |
| Sit Investment Associates Inc | 80,300 | $88.3 萬 | 0.02% | −207,738−72.1% | 減碼 |
| Royal Bank of Canada | 76,943 | $84.6 萬 | 0.00% | −41,966−35.3% | 減碼 |
| Balyasny Asset Management LLC | 76,042 | $83.6 萬 | 0.00% | −226,958−74.9% | 減碼 |
| Wolverine Asset Management LLC | 75,056 | $82.6 萬 | 0.01% | +4,114+5.8% | 加碼 |
| Rockefeller Capital Management L.P. | 65,910 | $72.5 萬 | 0.00% | +2,243+3.5% | 加碼 |
| Robinson Capital Management, LLC | 52,154 | $59.0 萬 | 0.26% | 00.0% | 不變 |
| Envestnet Asset Management Inc | 51,222 | $56.3 萬 | 0.00% | +2,815+5.8% | 加碼 |
| Virtus Investment Advisers, Inc. | 48,573 | $53.4 萬 | 0.15% | −7,836−13.9% | 減碼 |
| GWM Advisors LLC | 48,470 | $53.3 萬 | 0.00% | −1,044−2.1% | 減碼 |
| Bramshill Investments, LLC | 47,137 | $51.9 萬 | 0.04% | −299−0.6% | 減碼 |
| PFG Investments, LLC | 44,264 | $48.7 萬 | 0.02% | +44,264 | 新進 |
| Carnegie Lake Advisors LLC | 43,124 | $47.4 萬 | 0.19% | −500−1.1% | 減碼 |
| Wedbush Securities Inc | 43,103 | $47.4 萬 | 0.01% | −788−1.8% | 減碼 |
| Aviance Capital Partners, LLC | 39,986 | $44.0 萬 | 0.05% | +487+1.2% | 加碼 |
| Fifth Third Bancorp | 39,792 | $43.8 萬 | 0.00% | +39,792 | 新進 |
| Stephens Inc | 36,695 | $40.4 萬 | 0.01% | +27+0.1% | 加碼 |
| Uncommon Cents Investing LLC | 33,085 | $36.4 萬 | 0.08% | −300−0.9% | 減碼 |
| Hennion & Walsh Asset Management, Inc. | 27,840 | $30.6 萬 | 0.01% | −1,452−5.0% | 減碼 |
| Advisor Group Holdings, Inc. | 25,964 | $28.6 萬 | 0.00% | −9,524−26.8% | 減碼 |
| Total Wealth Planning & Management, Inc. | 25,654 | $28.2 萬 | 0.22% | +25,654 | 新進 |
| Equitable Holdings, Inc. | 21,453 | $24.9 萬 | 0.00% | +21,453 | 新進 |
| WealthTrust Axiom LLC | 21,953 | $24.1 萬 | 0.06% | −245−1.1% | 減碼 |
| Wealth Enhancement Advisory Services, LLC | 20,853 | $22.6 萬 | 0.00% | −22,095−51.4% | 減碼 |
| Apollon Wealth Management, LLC | 19,629 | $21.6 萬 | 0.00% | 00.0% | 不變 |
| Stifel Financial Corp | 18,103 | $19.9 萬 | 0.00% | 00.0% | 不變 |
| Commonwealth Equity Services, LLC | 17,629 | $19.4 萬 | 0.00% | −79−0.4% | 減碼 |
| Fortitude Advisory Group L.L.C. | 16,066 | $17.7 萬 | 0.08% | 00.0% | 不變 |
| Cresset Asset Management, LLC | 15,938 | $17.5 萬 | 0.00% | 00.0% | 不變 |
| Rik Saylor Financial, Inc. | 15,832 | $17.4 萬 | 0.13% | +207+1.3% | 加碼 |
| SeaCrest Wealth Management, LLC | 15,307 | $16.8 萬 | 0.02% | −1,071−6.5% | 減碼 |
| Nomura Holdings Inc | 15,000 | $16.5 萬 | 0.00% | +15,000 | 新進 |
| BlackRock, Inc. | 13,879 | $15.3 萬 | 0.00% | +225+1.6% | 加碼 |
| Graves-Light Private Wealth Management, Inc. | 13,728 | $15.1 萬 | 0.02% | 00.0% | 不變 |
| Concurrent Investment Advisors, LLC | 13,464 | $14.8 萬 | 0.00% | −565−4.0% | 減碼 |
| Cooper/Haims Advisors, LLC | 13,306 | $14.6 萬 | 0.07% | +13,306 | 新進 |
| Plotkin Financial Advisors, LLC | 12,938 | $14.2 萬 | 0.07% | +12,938 | 新進 |
| HighTower Advisors, LLC | 12,742 | $14.0 萬 | 0.00% | 00.0% | 不變 |
| Uhlmann Price Securities, LLC | 12,473 | $13.7 萬 | 0.01% | +394+3.3% | 加碼 |
| Herold Advisors, Inc. | 12,018 | $13.2 萬 | 0.03% | +141+1.2% | 加碼 |
| Jane Street Group, LLC | 11,764 | $12.9 萬 | 0.00% | −98,018−89.3% | 減碼 |
| Gill Capital Partners, LLC | 11,125 | $12.2 萬 | 0.04% | −185−1.6% | 減碼 |
| Gator Capital Management, LLC | 11,102 | $12.2 萬 | 0.03% | 00.0% | 不變 |
| Integrity Advisory Solutions, LLC | 10,344 | $11.4 萬 | 0.02% | +10,344 | 新進 |
| Allspring Global Investments Holdings, LLC | 10,162 | $11.2 萬 | 0.00% | +10,162 | 新進 |
| Oppenheimer & Co Inc | 10,090 | $11.1 萬 | 0.00% | −874−8.0% | 減碼 |
| National Asset Management, Inc. | 10,090 | $10.8 萬 | 0.01% | −486−4.6% | 減碼 |
| Anfield Capital Management, LLC | 7,911 | $8.70 萬 | 0.02% | 00.0% | 不變 |
| Ronald Blue Trust, Inc. | 6,285 | $6.91 萬 | 0.00% | −60−0.9% | 減碼 |
| AdvisorNet Financial, Inc | 5,372 | $5.91 萬 | 0.00% | −1,083−16.8% | 減碼 |
| US Bancorp | 5,076 | $5.58 萬 | 0.00% | 00.0% | 不變 |
| SRS Capital Advisors, Inc. | 5,000 | $5.50 萬 | 0.00% | −32,477−86.7% | 減碼 |
| EverSource Wealth Advisors, LLC | 2,971 | $3.27 萬 | 0.00% | 00.0% | 不變 |
| Harbour Investments, Inc. | 2,753 | $3.03 萬 | 0.00% | +2,753 | 新進 |
| BNP Paribas Arbitrage, SA | 2,198 | $2.42 萬 | 0.00% | 00.0% | 不變 |
| Atlantic Union Bankshares Corp | 1,305 | $1.44 萬 | 0.00% | −1,102−45.8% | 減碼 |
| Pinnacle Wealth Planning Services, Inc. | 1,083 | $1.19 萬 | 0.00% | +320+41.9% | 加碼 |
| Global Wealth Strategies & Associates | 903 | $9,933 | 0.00% | 00.0% | 不變 |
| CI Private Wealth, LLC | 30,841 | $9,581 | 0.00% | 00.0% | 不變 |
| Noble Wealth Management PBC | 800 | $8,800 | 0.00% | +800 | 新進 |
| CWM, LLC | 680 | $7,478 | 0.00% | +7+1.0% | 加碼 |
| WPG Advisers, LLC | 422 | $4,642 | 0.00% | +237+128.1% | 加碼 |
| CoreCap Advisors, LLC | 406 | $4,468 | 0.00% | −369−47.6% | 減碼 |
| Osbon Capital Management LLC | 308 | $3,388 | 0.00% | +308 | 新進 |
| Highline Wealth Partners LLC | 250 | $2,750 | 0.00% | −250−50.0% | 減碼 |
| JPMorgan Chase & Co | 230 | $2,452 | 0.00% | 00.0% | 不變 |
| Steward Partners Investment Advisory, LLC | 162 | $1,782 | 0.00% | 00.0% | 不變 |
| Mountain Hill Investment Partners Corp. | 158 | $1,738 | 0.00% | +5+3.3% | 加碼 |
| Strategic Advocates LLC | 135 | $1,485 | 0.01% | −38,712−99.7% | 減碼 |
| Whittier Trust Co of Nevada Inc | 114 | $1,246 | 0.00% | +114 | 新進 |
| TSFG, LLC | 67 | $1,000 | 0.00% | 00.0% | 不變 |
| Assetmark, Inc | 16 | $176 | 0.00% | −46−74.2% | 減碼 |
| Citigroup Inc | 1 | $11 | 0.00% | 00.0% | 不變 |
| J.W. Cole Advisors, Inc. | 0 | $0 | 0.00% | −101,635−100.0% | 清倉 |
| Rivernorth Capital Management, LLC | 0 | $0 | 0.00% | −91,534−100.0% | 清倉 |
| StoneX Group Inc. | 0 | $0 | 0.00% | −73,355−100.0% | 清倉 |
| Landscape Capital Management, L.L.C. | 0 | $0 | 0.00% | −65,131−100.0% | 清倉 |
| Advisors Asset Management, Inc. | 0 | $0 | 0.00% | −63,610−100.0% | 清倉 |
| TrueMark Investments, LLC | 0 | $0 | 0.00% | −45,255−100.0% | 清倉 |