KKR Income Opportunities Fund - Common Stock (KIO)
CUSIP: 48249T106
Q2 2025 13F Holders as of 30 Jun 2025
- Type / Class
- Equity / Common Stock
- Shares outstanding
- 41,007,047
- Total 13F shares
- 11,024,750
- Share change
- -1,276,052
- Total reported value
- $138,470,327
- Price per share
- $12.56
- Number of holders
- 94
- Value change
- -$16,000,408
- Number of buys
- 52
- Number of sells
- 34
Quarterly Holders Quick Answers
What is CUSIP 48249T106?
CUSIP 48249T106 identifies KIO - KKR Income Opportunities Fund - Common Stock in SEC institutional holdings data.
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Recent filing periods for CUSIP 48249T106:
Top shareholders of KIO - KKR Income Opportunities Fund - Common Stock (13F + 13D/G + 3/4/5)
Grouped by holder across the latest SEC ownership disclosures. Ownership % is shown only when it is directly reported or safely comparable across share classes.
Methodology: rows are grouped by holder and ranked by the holder's primary source value. — indicates unavailable or non-comparable values; "mixed-class rows" means the latest filing spans non-comparable classes.
| Holder | Source | Role / Reporting | Ownership % | Shares | Holdings Value | 12M Net Δ | As of | Details |
|---|---|---|---|---|---|---|---|---|
| SIT INVESTMENT ASSOCIATES INC |
13F
13D/G
|
Company |
4.3%
from 13D/G
|
2,260,825
|
$27,786,000 | — | 31 Mar 2025 | |
| MORGAN STANLEY |
13F
|
Company |
2.8%
|
1,154,196
|
$14,185,084 | — | 31 Mar 2025 | |
| UBS Group AG |
13F
|
Company |
2.2%
|
895,306
|
$11,003,310 | — | 31 Mar 2025 | |
| LANDSCAPE CAPITAL MANAGEMENT, L.L.C. |
13F
|
Company |
2%
|
800,734
|
$9,841,022 | — | 31 Mar 2025 | |
| GUGGENHEIM CAPITAL LLC |
13F
|
Company |
1.9%
|
767,963
|
$9,438,266 | — | 31 Mar 2025 | |
| 1607 Capital Partners, LLC |
13F
|
Company |
1.8%
|
729,483
|
$8,965,346 | — | 31 Mar 2025 | |
| Karpus Management, Inc. |
13F
|
Company |
1.6%
|
676,301
|
$8,311,739 | — | 31 Mar 2025 | |
| Allspring Global Investments Holdings, LLC |
13F
|
Company |
1.5%
|
601,202
|
$7,388,773 | — | 31 Mar 2025 | |
| Polar Asset Management Partners Inc. |
13F
|
Company |
0.98%
|
403,595
|
$4,960,183 | — | 31 Mar 2025 | |
| Penserra Capital Management LLC |
13F
|
Company |
0.85%
|
347,991
|
$4,276,000 | — | 31 Mar 2025 | |
| BANK OF AMERICA CORP /DE/ |
13F
|
Company |
0.79%
|
323,397
|
$3,974,549 | — | 31 Mar 2025 | |
| Advisors Asset Management, Inc. |
13F
|
Company |
0.72%
|
297,205
|
$3,652,649 | — | 31 Mar 2025 | |
| STIFEL FINANCIAL CORP |
13F
|
Company |
0.55%
|
225,883
|
$2,776,110 | — | 31 Mar 2025 | |
| WELLS FARGO & COMPANY/MN |
13F
|
Company |
0.52%
|
211,240
|
$2,596,144 | — | 31 Mar 2025 | |
| Capital Investment Advisors, LLC |
13F
|
Company |
0.38%
|
155,563
|
$1,911,871 | — | 31 Mar 2025 | |
| Invesco Ltd. |
13F
|
Company |
0.35%
|
144,007
|
$1,769,846 | — | 31 Mar 2025 | |
| WOLVERINE ASSET MANAGEMENT LLC |
13F
|
Company |
0.33%
|
134,352
|
$1,651,186 | — | 31 Mar 2025 | |
| Cambridge Investment Research Advisors, Inc. |
13F
|
Company |
0.29%
|
118,474
|
$1,456,000 | — | 31 Mar 2025 | |
| Joseph P. Lucia & Associates, LLC |
13F
|
Company |
0.26%
|
104,840
|
$1,288,484 | — | 31 Mar 2025 | |
| LPL Financial LLC |
13F
|
Company |
0.25%
|
101,002
|
$1,241,319 | — | 31 Mar 2025 | |
| Kovack Advisors, Inc. |
13F
|
Company |
0.24%
|
98,665
|
$1,212,593 | — | 31 Mar 2025 | |
| RAYMOND JAMES FINANCIAL INC |
13F
|
Company |
0.22%
|
91,746
|
$1,127,561 | — | 31 Mar 2025 | |
| Virtus Investment Advisers, LLC |
13F
|
Company |
0.22%
|
91,091
|
$1,119,508 | — | 31 Mar 2025 | |
| ROYAL BANK OF CANADA |
13F
|
Company |
0.21%
|
87,365
|
$1,074,000 | — | 31 Mar 2025 | |
| J.W. COLE ADVISORS, INC. |
13F
|
Company |
0.19%
|
78,928
|
$970,029 | — | 31 Mar 2025 | |
| Strategic Advocates LLC |
13F
|
Company |
0.19%
|
77,035
|
$946,760 | — | 31 Mar 2025 | |
| StoneX Group Inc. |
13F
|
Company |
0.18%
|
75,648
|
$929,709 | — | 31 Mar 2025 | |
| Rockefeller Capital Management L.P. |
13F
|
Company |
0.17%
|
68,834
|
$845,970 | — | 31 Mar 2025 | |
| RIVERNORTH CAPITAL MANAGEMENT, LLC |
13F
|
Company |
0.15%
|
60,042
|
$737,916 | — | 31 Mar 2025 | |
| Summit X, LLC |
13F
|
Company |
0.14%
|
57,506
|
$706,750 | — | 31 Mar 2025 | |
| OSAIC HOLDINGS, INC. |
13F
|
Company |
0.13%
|
53,260
|
$654,514 | — | 31 Mar 2025 | |
| Carnegie Lake Advisors LLC |
13F
|
Company |
0.12%
|
50,023
|
$615,000 | — | 31 Mar 2025 | |
| Bramshill Investments, LLC |
13F
|
Company |
0.12%
|
48,996
|
$602,161 | — | 31 Mar 2025 | |
| ROBINSON CAPITAL MANAGEMENT, LLC |
13F
|
Company |
0.11%
|
47,039
|
$578,109 | — | 31 Mar 2025 | |
| NewEdge Advisors, LLC |
13F
|
Company |
0.11%
|
45,466
|
$558,778 | — | 31 Mar 2025 | |
| Cetera Investment Advisers |
13F
|
Company |
0.11%
|
44,523
|
$547,189 | — | 31 Mar 2025 | |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC |
13F
|
Company |
0.11%
|
43,435
|
$533,820 | — | 31 Mar 2025 | |
| ENVESTNET ASSET MANAGEMENT INC |
13F
|
Company |
0.1%
|
40,726
|
$500,522 | — | 31 Mar 2025 | |
| COMERICA BANK |
13F
|
Company |
0.1%
|
39,272
|
$482,655 | — | 31 Mar 2025 | |
| Shaker Financial Services, LLC |
13F
|
Company |
0.09%
|
38,342
|
$471,224 | — | 31 Mar 2025 | |
| Baird Financial Group, Inc. |
13F
|
Company |
0.09%
|
36,786
|
$452,100 | — | 31 Mar 2025 | |
| Vanguard Capital Wealth Advisors |
13F
|
Company |
0.09%
|
35,000
|
$430,150 | — | 31 Mar 2025 | |
| Uncommon Cents Investing LLC |
13F
|
Company |
0.08%
|
34,234
|
$420,736 | — | 31 Mar 2025 | |
| Marex Group plc |
13F
|
Company |
0.08%
|
31,270
|
$384,308 | — | 31 Mar 2025 | |
| WEDBUSH SECURITIES INC |
13F
|
Company |
0.07%
|
30,474
|
$375,000 | — | 31 Mar 2025 | |
| Aviance Capital Partners, LLC |
13F
|
Company |
0.07%
|
30,119
|
$370,163 | — | 31 Mar 2025 | |
| STEPHENS INC /AR/ |
13F
|
Company |
0.07%
|
26,852
|
$330,011 | — | 31 Mar 2025 | |
| WealthTrust Axiom LLC |
13F
|
Company |
0.06%
|
26,591
|
$326,803 | — | 31 Mar 2025 | |
| COMMONWEALTH EQUITY SERVICES, LLC |
13F
|
Company |
0.06%
|
24,646
|
$303,000 | — | 31 Mar 2025 | |
| Atlantic Union Bankshares Corp |
13F
|
Company |
0.06%
|
24,237
|
$297,873 | — | 31 Mar 2025 |
Institutional Holders of KKR Income Opportunities Fund - Common Stock (KIO) as of Q2 2025
As of 30 Jun 2025,
KKR Income Opportunities Fund - Common Stock (KIO) was held by
94 institutional
shareholders
that filed Form 13F with the SEC.
Together, they reported ownership of
11,024,750 shares.
The largest 10 holders included
SIT INVESTMENT ASSOCIATES INC, MORGAN STANLEY, UBS Group AG, GUGGENHEIM CAPITAL LLC, 1607 Capital Partners, LLC, Karpus Management, Inc., Polar Asset Management Partners Inc., Penserra Capital Management LLC, BANK OF AMERICA CORP /DE/, and LANDSCAPE CAPITAL MANAGEMENT, L.L.C..
This page lists
94
institutional shareholders reporting positions in this security
for the Q2 2025 filing period.
| Investor | Option | Weight % | Change % | Value $ | * Price | Shares | Share Change | Activity | Report Period |
|---|
Compare Q2 2025 vs Q1 2025 Across Filers
Q1 2025 holders
81
Q2 2025 holders
94
Holder diff
13
| Investor | Q1 2025 Shares | Q2 2025 Shares | Share Diff | Share Chg % | Q1 2025 Value $ | Q2 2025 Value $ | Value Diff $ | Value Chg % |
|---|
Trend: ostatnie 8 kwartałów (+ wybrane okresy porównania).
Quarterly Holders Trend
Quarterly Value Trend
Quarterly Shares Trend
* Reported Price is the price of the security as of the portfolio date. This value is significant in that it is the last known price at which the security was still held.
An asterisk sign (*) next to the price indicates that the price is likely invalid.
An asterisk sign (*) next to the price indicates that the price is likely invalid.