Security key
48249T106
KKR Income Opportunities Fund - Common Shares (KIO)
CUSIP: 48249T106
Q2 2025 13F Holders as of 30 Jun 2025
- Type / Class
- Equity / Common Shares
- Shares outstanding
- 40,992,286
- 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
Report period
Q2 2025
Institutions
94
Top holders
10
KIO full security history
Newer quarter: Q3 2025
Previous quarter: Q1 2025
KKR Income Opportunities Fund SEC filings
Broader feeds
Reporting periods
Holder history for CUSIP 48249T106
Recent filing periods:
Ownership snapshot
Top shareholders of KIO - KKR Income Opportunities Fund - Common Shares (13F + 13D/G + 3/4/5)
Grouped by holder across the latest SEC ownership disclosures. Start with the largest verified stakes, then open the linked filing trail.
Lead holder
SIT INVESTMENT ASSOCIATES INC
13D/G signal
SIT INVESTMENT ASSOCIATES INC
Evidence rows
50
Latest as of
31 Mar 2025
13F
13D/G
Lead comparable stake: 4.3%
13D/G row: SIT INVESTMENT ASSOCIATES INC
| Holder | Evidence | Ownership % | Position | 12M Net Δ | As of |
|---|---|---|---|---|---|
| SIT INVESTMENT ASSOCIATES INC |
13F
13D/G
Company
|
4.3%
from 13D/G
|
$27,786,000
2,260,825 shares
|
— | 31 Mar 2025 |
| MORGAN STANLEY |
13F
Company
|
2.8%
|
$14,185,084
1,154,196 shares
|
— | 31 Mar 2025 |
| UBS Group AG |
13F
Company
|
2.2%
|
$11,003,310
895,306 shares
|
— | 31 Mar 2025 |
| LANDSCAPE CAPITAL MANAGEMENT, L.L.C. |
13F
Company
|
2%
|
$9,841,022
800,734 shares
|
— | 31 Mar 2025 |
| GUGGENHEIM CAPITAL LLC |
13F
Company
|
1.9%
|
$9,438,266
767,963 shares
|
— | 31 Mar 2025 |
| 1607 Capital Partners, LLC |
13F
Company
|
1.8%
|
$8,965,346
729,483 shares
|
— | 31 Mar 2025 |
| Karpus Management, Inc. |
13F
Company
|
1.6%
|
$8,311,739
676,301 shares
|
— | 31 Mar 2025 |
| Allspring Global Investments Holdings, LLC |
13F
Company
|
1.5%
|
$7,388,773
601,202 shares
|
— | 31 Mar 2025 |
| Polar Asset Management Partners Inc. |
13F
Company
|
0.98%
|
$4,960,183
403,595 shares
|
— | 31 Mar 2025 |
| Penserra Capital Management LLC |
13F
Company
|
0.85%
|
$4,276,000
347,991 shares
|
— | 31 Mar 2025 |
| BANK OF AMERICA CORP /DE/ |
13F
Company
|
0.79%
|
$3,974,549
323,397 shares
|
— | 31 Mar 2025 |
| Advisors Asset Management, Inc. |
13F
Company
|
0.73%
|
$3,652,649
297,205 shares
|
— | 31 Mar 2025 |
| STIFEL FINANCIAL CORP |
13F
Company
|
0.55%
|
$2,776,110
225,883 shares
|
— | 31 Mar 2025 |
| WELLS FARGO & COMPANY/MN |
13F
Company
|
0.52%
|
$2,596,144
211,240 shares
|
— | 31 Mar 2025 |
| Capital Investment Advisors, LLC |
13F
Company
|
0.38%
|
$1,911,871
155,563 shares
|
— | 31 Mar 2025 |
| Invesco Ltd. |
13F
Company
|
0.35%
|
$1,769,846
144,007 shares
|
— | 31 Mar 2025 |
| WOLVERINE ASSET MANAGEMENT LLC |
13F
Company
|
0.33%
|
$1,651,186
134,352 shares
|
— | 31 Mar 2025 |
| Cambridge Investment Research Advisors, Inc. |
13F
Company
|
0.29%
|
$1,456,000
118,474 shares
|
— | 31 Mar 2025 |
| Joseph P. Lucia & Associates, LLC |
13F
Company
|
0.26%
|
$1,288,484
104,840 shares
|
— | 31 Mar 2025 |
| LPL Financial LLC |
13F
Company
|
0.25%
|
$1,241,319
101,002 shares
|
— | 31 Mar 2025 |
| Kovack Advisors, Inc. |
13F
Company
|
0.24%
|
$1,212,593
98,665 shares
|
— | 31 Mar 2025 |
| RAYMOND JAMES FINANCIAL INC |
13F
Company
|
0.22%
|
$1,127,561
91,746 shares
|
— | 31 Mar 2025 |
| Virtus Investment Advisers, LLC |
13F
Company
|
0.22%
|
$1,119,508
91,091 shares
|
— | 31 Mar 2025 |
| ROYAL BANK OF CANADA |
13F
Company
|
0.21%
|
$1,074,000
87,365 shares
|
— | 31 Mar 2025 |
| J.W. COLE ADVISORS, INC. |
13F
Company
|
0.19%
|
$970,029
78,928 shares
|
— | 31 Mar 2025 |
| Strategic Advocates LLC |
13F
Company
|
0.19%
|
$946,760
77,035 shares
|
— | 31 Mar 2025 |
| StoneX Group Inc. |
13F
Company
|
0.18%
|
$929,709
75,648 shares
|
— | 31 Mar 2025 |
| Rockefeller Capital Management L.P. |
13F
Company
|
0.17%
|
$845,970
68,834 shares
|
— | 31 Mar 2025 |
| RIVERNORTH CAPITAL MANAGEMENT, LLC |
13F
Company
|
0.15%
|
$737,916
60,042 shares
|
— | 31 Mar 2025 |
| Summit X, LLC |
13F
Company
|
0.14%
|
$706,750
57,506 shares
|
— | 31 Mar 2025 |
| OSAIC HOLDINGS, INC. |
13F
Company
|
0.13%
|
$654,514
53,260 shares
|
— | 31 Mar 2025 |
| Carnegie Lake Advisors LLC |
13F
Company
|
0.12%
|
$615,000
50,023 shares
|
— | 31 Mar 2025 |
| Bramshill Investments, LLC |
13F
Company
|
0.12%
|
$602,161
48,996 shares
|
— | 31 Mar 2025 |
| ROBINSON CAPITAL MANAGEMENT, LLC |
13F
Company
|
0.11%
|
$578,109
47,039 shares
|
— | 31 Mar 2025 |
| NewEdge Advisors, LLC |
13F
Company
|
0.11%
|
$558,778
45,466 shares
|
— | 31 Mar 2025 |
| Cetera Investment Advisers |
13F
Company
|
0.11%
|
$547,189
44,523 shares
|
— | 31 Mar 2025 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC |
13F
Company
|
0.11%
|
$533,820
43,435 shares
|
— | 31 Mar 2025 |
| ENVESTNET ASSET MANAGEMENT INC |
13F
Company
|
0.1%
|
$500,522
40,726 shares
|
— | 31 Mar 2025 |
| COMERICA BANK |
13F
Company
|
0.1%
|
$482,655
39,272 shares
|
— | 31 Mar 2025 |
| Shaker Financial Services, LLC |
13F
Company
|
0.09%
|
$471,224
38,342 shares
|
— | 31 Mar 2025 |
| Baird Financial Group, Inc. |
13F
Company
|
0.09%
|
$452,100
36,786 shares
|
— | 31 Mar 2025 |
| Vanguard Capital Wealth Advisors |
13F
Company
|
0.09%
|
$430,150
35,000 shares
|
— | 31 Mar 2025 |
| Uncommon Cents Investing LLC |
13F
Company
|
0.08%
|
$420,736
34,234 shares
|
— | 31 Mar 2025 |
| Marex Group plc |
13F
Company
|
0.08%
|
$384,308
31,270 shares
|
— | 31 Mar 2025 |
| WEDBUSH SECURITIES INC |
13F
Company
|
0.07%
|
$375,000
30,474 shares
|
— | 31 Mar 2025 |
| Aviance Capital Partners, LLC |
13F
Company
|
0.07%
|
$370,163
30,119 shares
|
— | 31 Mar 2025 |
| STEPHENS INC /AR/ |
13F
Company
|
0.07%
|
$330,011
26,852 shares
|
— | 31 Mar 2025 |
| WealthTrust Axiom LLC |
13F
Company
|
0.06%
|
$326,803
26,591 shares
|
— | 31 Mar 2025 |
| COMMONWEALTH EQUITY SERVICES, LLC |
13F
Company
|
0.06%
|
$303,000
24,646 shares
|
— | 31 Mar 2025 |
| Atlantic Union Bankshares Corp |
13F
Company
|
0.06%
|
$297,873
24,237 shares
|
— | 31 Mar 2025 |
How to read this table
Rows are grouped by holder and ranked first by SEC-reported ownership % when it is safely comparable, then by disclosed holdings value. — indicates unavailable or non-comparable values; "mixed-class rows" means the latest filing spans non-comparable classes.
13F holder rows
Institutional holders as of Q2 2025
Investor-level positions for this CUSIP, loaded as an interactive table.
Institutions
94
Shares
11,024,750
Rows loaded
94
| 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.