KIO institutional holders

KKR INCOME OPPORTUNITIES FD · 13F, 2026Q2

Managers holding90
Shares held10,608,321
Reported value$119.7m
Quarter flows11 new, 30 added, 26 trimmed, 15 exited

Top 25 holders

ManagerSharesValue% of manager's 13F
MORGAN STANLEY2,996,729$33.7m0.0%
Penserra Capital Management LLC1,161,643$13.1m0.1%
GUGGENHEIM CAPITAL LLC851,503$9.6m0.1%
UBS Group AG646,653$7.3m0.0%
WELLS FARGO & COMPANY/MN548,460$6.2m0.0%
Janney Montgomery Scott LLC536,534$6.0m0.0%
BANK OF AMERICA CORP /DE/348,013$3.9m0.0%
Cambridge Investment Research Advisors, Inc.228,778$2.6m0.0%
Rareview Capital LLC198,863$2.5m1.4%
Kovack Advisors, Inc.216,679$2.5m0.1%
LPL Financial LLC217,250$2.4m0.0%
Shaker Financial Services, LLC175,575$2.0m0.6%
Karpus Management, Inc.162,934$1.8m0.1%
Significant Wealth Partners LLC143,556$1.6m1.8%
Capital Investment Advisors, LLC135,975$1.5m0.0%
Invesco Ltd.125,904$1.4m0.0%
RAYMOND JAMES FINANCIAL INC114,454$1.3m0.0%
J.W. COLE ADVISORS, INC.101,737$1.1m0.0%
Cetera Investment Advisers100,812$1.1m0.0%
Joseph P. Lucia & Associates, LLC100,022$1.1m0.3%
COHEN & STEERS, INC.87,779$988,0000.0%
SIT INVESTMENT ASSOCIATES INC80,300$904,0000.0%
Baird Financial Group, Inc.79,150$891,2290.0%
ROYAL BANK OF CANADA76,286$859,0000.0%
Advisors Asset Management, Inc.73,782$830,7850.0%

Every holder, line by line, and the full history since 2013: yf.Client().holders("KIO"). KIO price history · All 13F data

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