KIOKKR INCOME OPPORTUNITIES FD
CUSIP 48249T106 · Yahoo Finance ↗ · Google Finance ↗
Kkr Income Opportunities Fd (KIO) has 93 institutional holders in Filings Flow’s 13F database, together reporting 9.62M shares worth $86M as of Q1 2026. The largest reported holders are Morgan Stanley, Guggenheim Capital LLC, and Ubs Group AG.
Institutional Holders
93
Q1 2026
Reported Value
$86M
Ticker
KIO
Quarters Tracked
10
Ownership Trend
Institutional holders
Total reported value
Holders
Mixed quarters
| Manager | % of Portfolio | Value | Shares | Quarter |
|---|---|---|---|---|
| Rareview Capital LLC$171M AUM | 1.33% | $2M | 180.6K | Q1 2026OLDER |
| Shaker Financial Services, LLC$287M AUM | 1.21% | $3M | 315.6K | Q1 2026OLDER |
| Logan Stone Capital, LLC$360M AUM | 0.75% | $3M | 246.2K | Q1 2026OLDER |
| Joseph P. Lucia & Associates, LLC$280M AUM | 0.39% | $1M | 99.0K | Q1 2026OLDER |
| Vanguard Capital Wealth Advisors$108M AUM | 0.30% | $378,000 | 30.0K | Q3 2025OLDER |
| ROBINSON CAPITAL MANAGEMENT, LLC$239M AUM | 0.25% | $589,862 | 52.2K | Q1 2026OLDER |
| Total Wealth Planning & Management, Inc.$135M AUM | 0.21% | $282,194 | 25.7K | Q1 2026OLDER |
| Carnegie Lake Advisors LLC$252M AUM | 0.19% | $474,364 | 43.1K | Q1 2026OLDER |
| Atala Financial Inc$149M AUM | 0.18% | $293,202 | 23.3K | Q3 2025OLDER |
| Virtus Investment Advisers, LLC$363M AUM | 0.15% | $534,303 | 48.6K | Q1 2026OLDER |
| RIK SAYLOR FINANCIAL, INC.$132M AUM | 0.13% | $174,154 | 15.8K | Q1 2026OLDER |
| TrueMark Investments, LLC$514M AUM | 0.10% | $524,505 | 45.3K | Q4 2025OLDER |
| Uncommon Cents Investing LLC$431M AUM | 0.08% | $363,935 | 33.1K | Q1 2026OLDER |
| Fortitude Advisory Group L.L.C.$222M AUM | 0.08% | $176,726 | 16.1K | Q1 2026OLDER |
| Kovack Advisors, Inc.$1.9B AUM | 0.08% | $1M | 135.0K | Q1 2026OLDER |
| Plotkin Financial Advisors, LLC$199M AUM | 0.07% | $142,318 | 12.9K | Q1 2026OLDER |
| COOPER/HAIMS ADVISORS, LLC$212M AUM | 0.07% | $146,364 | 13.3K | Q1 2026OLDER |
| GUGGENHEIM CAPITAL LLC$12.9B AUM | 0.07% | $9M | 793.6K | Q1 2026OLDER |
| Verity Asset Management, Inc.$238M AUM | 0.06% | $194,494 | 15.4K | Q3 2025OLDER |
| Polar Asset Management Partners Inc.$5.0B AUM | 0.06% | $5M | 424.2K | Q3 2025OLDER |
| WealthTrust Axiom LLC$406M AUM | 0.06% | $241,483 | 22.0K | Q1 2026OLDER |
| 1776 Wealth LLC$254M AUM | 0.06% | $150,494 | 11.9K | Q3 2025OLDER |
| Karpus Management, Inc.$3.2B AUM | 0.06% | $2M | 168.7K | Q1 2026OLDER |
| Aviance Capital Partners, LLC$854M AUM | 0.05% | $439,846 | 40.0K | Q1 2026OLDER |
| LANDSCAPE CAPITAL MANAGEMENT, L.L.C.$1.6B AUM | 0.05% | $754,868 | 65.1K | Q4 2025OLDER |
| RIVERNORTH CAPITAL MANAGEMENT, LLC$2.0B AUM | 0.05% | $1M | 91.5K | Q4 2025OLDER |
| Bramshill Investments, LLC$1.2B AUM | 0.04% | $518,507 | 47.1K | Q1 2026OLDER |
| StoneX Group Inc.$1.9B AUM | 0.04% | $850,189 | 73.4K | Q4 2025OLDER |
| GILL CAPITAL PARTNERS, LLC$348M AUM | 0.04% | $122,375 | 11.1K | Q1 2026OLDER |
| Herold Advisors, Inc.$455M AUM | 0.03% | $132,212 | 12.0K | Q1 2026OLDER |
| J.W. COLE ADVISORS, INC.$3.0B AUM | 0.03% | $1M | 101.6K | Q4 2025OLDER |
| Gilman Hill Asset Management, LLC$731M AUM | 0.03% | $166,761 | 13.2K | Q3 2025OLDER |
| Gator Capital Management, LLC$489M AUM | 0.02% | $122,122 | 11.1K | Q1 2026OLDER |
| Anfield Capital Management, LLC$363M AUM | 0.02% | $87,021 | 7.9K | Q1 2026OLDER |
| PFG Investments, LLC$2.1B AUM | 0.02% | $486,908 | 44.3K | Q1 2026OLDER |
| Capital Investment Advisors, LLC$6.8B AUM | 0.02% | $2M | 140.3K | Q1 2026OLDER |
| SeaCrest Wealth Management, LLC$903M AUM | 0.02% | $176,579 | 15.7K | Q2 2026 |
| Integrity Advisory Solutions, LLC$757M AUM | 0.02% | $113,784 | 10.3K | Q1 2026OLDER |
| Graves Light Lenhart Wealth, Inc.$1.1B AUM | 0.01% | $154,577 | 13.7K | Q2 2026 |
| Advisors Asset Management, Inc.$6.0B AUM | 0.01% | $737,240 | 63.6K | Q4 2025OLDER |
| UHLMANN PRICE SECURITIES, LLC$1.5B AUM | 0.01% | $137,199 | 12.5K | Q1 2026OLDER |
| WOLVERINE ASSET MANAGEMENT LLC$10.4B AUM | 0.01% | $825,616 | 75.1K | Q1 2026OLDER |
| B. Riley Wealth Advisors, Inc.$1.6B AUM | 0.01% | $107,560 | 10.1K | Q1 2026OLDER |
| Laird Norton Wetherby Wealth Management, LLC$2.4B AUM | 0.01% | $163,750 | 13.0K | Q3 2025OLDER |
| Future Financial Wealth Managment LLC$155M AUM | 0.01% | $9,450 | 750 | Q3 2025OLDER |
| STEPHENS INC /AR/$8.0B AUM | 0.01% | $403,645 | 36.7K | Q1 2026OLDER |
| Hennion & Walsh Asset Management, Inc.$3.5B AUM | 0.00% | $157,550 | 14.0K | Q2 2026 |
| XTX Topco Ltd$5.8B AUM | 0.00% | $158,795 | 13.7K | Q4 2025OLDER |
| Noble Wealth Management PBC$223M AUM | 0.00% | $9,008 | 800 | Q2 2026 |
| Apollon Wealth Management, LLC$6.2B AUM | 0.00% | $215,917 | 19.6K | Q1 2026OLDER |
| CoreCap Advisors, LLC$3.4B AUM | 0.00% | $118,458 | 10.5K | Q2 2026 |
| WPG Advisers, LLC$136M AUM | 0.00% | $4,642 | 422 | Q1 2026OLDER |
| AdvisorNet Financial, Inc$1.9B AUM | 0.00% | $59,092 | 5.4K | Q1 2026OLDER |
| Osbon Capital Management LLC$123M AUM | 0.00% | $3,388 | 308 | Q1 2026OLDER |
| Global Wealth Strategies & Associates$528M AUM | 0.00% | $9,933 | 903 | Q1 2026OLDER |
| NFSG Corp$608M AUM | 0.00% | $15,750 | 1.3K | Q3 2025OLDER |
| NewEdge Advisors, LLC$27.7B AUM | 0.00% | $533,170 | 48.5K | Q2 2026 |
| COMERICA BANK$25.1B AUM | 0.00% | $460,296 | 39.7K | Q4 2025OLDER |
| Concurrent Investment Advisors, LLC$9.2B AUM | 0.00% | $148,104 | 13.5K | Q1 2026OLDER |
| Equitable Holdings, Inc.$15.5B AUM | 0.00% | $248,640 | 21.5K | Q1 2026OLDER |
| Arax Advisory Partners$3.5B AUM | 0.00% | $55,000 | 5.0K | Q1 2026OLDER |
| DAVENPORT & Co LLC$20.4B AUM | 0.00% | $273,520 | 21.7K | Q3 2025OLDER |
| Baird Financial Group, Inc.$64.0B AUM | 0.00% | $914,591 | 83.1K | Q1 2026OLDER |
| MORGAN STANLEY$1.67T AUM | 0.00% | $23M | 1.98M | Q1 2026OLDER |
| OPPENHEIMER & CO INC$8.2B AUM | 0.00% | $110,990 | 10.1K | Q1 2026OLDER |
| Rockefeller Capital Management L.P.$56.4B AUM | 0.00% | $725,020 | 65.9K | Q1 2026OLDER |
| Pinnacle Wealth Planning Services, Inc.$968M AUM | 0.00% | $11,913 | 1.1K | Q1 2026OLDER |
| WELLS FARGO & COMPANY/MN$530.3B AUM | 0.00% | $6M | 583.1K | Q2 2026 |
| Cetera Investment Advisers$94.0B AUM | 0.00% | $1M | 96.4K | Q1 2026OLDER |
| UBS Group AG$666.3B AUM | 0.00% | $7M | 660.5K | Q1 2026OLDER |
| BALYASNY ASSET MANAGEMENT L.P.$77.1B AUM | 0.00% | $836,462 | 76.0K | Q1 2026OLDER |
| Mountain Hill Investment Partners Corp.$169M AUM | 0.00% | $1,738 | 158 | Q1 2026OLDER |
| EverSource Wealth Advisors, LLC$3.3B AUM | 0.00% | $32,681 | 3.0K | Q1 2026OLDER |
| FIFTH THIRD BANCORP$54.7B AUM | 0.00% | $437,714 | 39.8K | Q1 2026OLDER |
| Blue Trust, Inc.$8.7B AUM | 0.00% | $69,135 | 6.3K | Q1 2026OLDER |
| Sunbelt Securities, Inc.$1.6B AUM | 0.00% | $11,590 | 1.0K | Q4 2025OLDER |
| Cresset Asset Management, LLC$23.1B AUM | 0.00% | $175,318 | 15.9K | Q1 2026OLDER |
| Marex Group Ltd$15.8B AUM | 0.00% | $117,082 | 10.1K | Q4 2025OLDER |
| LPL Financial LLC$376.6B AUM | 0.00% | $2M | 212.9K | Q1 2026OLDER |
| HIGHLINE WEALTH PARTNERS LLC$493M AUM | 0.00% | $2,815 | 250 | Q2 2026 |
| HARBOUR INVESTMENTS, INC.$6.5B AUM | 0.00% | $30,283 | 2.8K | Q1 2026OLDER |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC$49.1B AUM | 0.00% | $225,628 | 20.9K | Q1 2026OLDER |
| NOMURA HOLDINGS INC$37.7B AUM | 0.00% | $165,000 | 15.0K | Q1 2026OLDER |
| OSAIC HOLDINGS, INC.$68.3B AUM | 0.00% | $285,617 | 26.0K | Q1 2026OLDER |
| RAYMOND JAMES FINANCIAL INC$324.4B AUM | 0.00% | $1M | 116.7K | Q1 2026OLDER |
| Kestra Advisory Services, LLC$26.4B AUM | 0.00% | $87,842 | 7.6K | Q4 2025OLDER |
| Global Retirement Partners, LLC$5.6B AUM | 0.00% | $17,918 | 1.5K | Q4 2025OLDER |
| Atlantic Union Bankshares Corp$5.2B AUM | 0.00% | $14,355 | 1.3K | Q1 2026OLDER |
| BANK OF AMERICA CORP /DE/$1.37T AUM | 0.00% | $4M | 341.9K | Q1 2026OLDER |
| COMMONWEALTH EQUITY SERVICES, LLC$71.6B AUM | 0.00% | $193,922 | 17.6K | Q1 2026OLDER |
| Invesco Ltd.$653.3B AUM | 0.00% | $2M | 153.1K | Q1 2026OLDER |
| Allspring Global Investments Holdings, LLC$59.7B AUM | 0.00% | $111,782 | 10.2K | Q1 2026OLDER |
| STIFEL FINANCIAL CORP$108.8B AUM | 0.00% | $199,133 | 18.1K | Q1 2026OLDER |
| ENVESTNET ASSET MANAGEMENT INC$373.6B AUM | 0.00% | $563,439 | 51.2K | Q1 2026OLDER |
| HighTower Advisors, LLC$94.2B AUM | 0.00% | $140,162 | 12.7K | Q1 2026OLDER |
| ROYAL BANK OF CANADA$570.1B AUM | 0.00% | $846,000 | 76.9K | Q1 2026OLDER |
| Creative Planning$147.4B AUM | 0.00% | $153,152 | 12.2K | Q3 2025OLDER |
| US BANCORP \DE\$82.4B AUM | 0.00% | $55,836 | 5.1K | Q1 2026OLDER |
| CITADEL ADVISORS LLC$618.5B AUM | 0.00% | $170,408 | 14.7K | Q4 2025OLDER |
| WHITTIER TRUST CO OF NEVADA INC$4.9B AUM | 0.00% | $1,246 | 114 | Q1 2026OLDER |
| CWM, LLC$38.1B AUM | 0.00% | $7,478 | 680 | Q1 2026OLDER |
| JANE STREET GROUP, LLC$777.2B AUM | 0.00% | $129,404 | 11.8K | Q1 2026OLDER |
| Corient Private Wealth LLC$69.9B AUM | 0.00% | $9,581 | 30.8K | Q1 2026OLDER |
| BNP PARIBAS FINANCIAL MARKETS$205.8B AUM | 0.00% | $24,178 | 2.2K | Q1 2026OLDER |
| JONES FINANCIAL COMPANIES LLLP$208.1B AUM | 0.00% | $15,951 | 1.3K | Q3 2025OLDER |
| Steward Partners Investment Advisory, LLC$19.6B AUM | 0.00% | $1,782 | 162 | Q1 2026OLDER |
| BlackRock, Inc.$5.72T AUM | 0.00% | $152,675 | 13.9K | Q1 2026OLDER |
| ASSETMARK, INC$49.0B AUM | 0.00% | $176 | 16 | Q1 2026OLDER |
| JPMORGAN CHASE & CO$1.56T AUM | 0.00% | $2,452 | 230 | Q1 2026OLDER |
| CITIGROUP INC$234.5B AUM | 0.00% | $11 | 1 | Q1 2026OLDER |
Holdings are reported up to 45 days after quarter end. Share counts are as filed and not adjusted for stock splits.