KKR Income Opportunities Fund - Common Shares (KIO)
CUSIP: 48249T106
Q3 2025 13F Holders as of 30 Sep 2025
- Type / Class
- Equity / Common Shares
- Shares outstanding
- 40,992,286
- Total 13F shares
- 10,558,403
- Share change
- -460,526
- Total reported value
- $133,021,267
- Price per share
- $12.60
- Number of holders
- 95
- Value change
- -$5,764,254
- Number of buys
- 46
- Number of sells
- 40
Quarterly Holders Quick Answers
What is CUSIP 48249T106?
CUSIP 48249T106 identifies KIO - KKR Income Opportunities Fund - Common Shares in SEC institutional holdings data.
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Recent filing periods for CUSIP 48249T106:
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. 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
|
1,763,303
|
$22,147,000 | — | 30 Jun 2025 | |
| MORGAN STANLEY |
13F
|
Company |
3.7%
|
1,518,336
|
$19,070,322 | — | 30 Jun 2025 | |
| UBS Group AG |
13F
|
Company |
1.9%
|
761,792
|
$9,568,108 | — | 30 Jun 2025 | |
| GUGGENHEIM CAPITAL LLC |
13F
|
Company |
1.8%
|
721,159
|
$9,057,757 | — | 30 Jun 2025 | |
| 1607 Capital Partners, LLC |
13F
|
Company |
1.4%
|
575,652
|
$7,230,189 | — | 30 Jun 2025 | |
| Karpus Management, Inc. |
13F
|
Company |
1.4%
|
571,401
|
$7,176,797 | — | 30 Jun 2025 | |
| Polar Asset Management Partners Inc. |
13F
|
Company |
1%
|
416,151
|
$5,226,857 | — | 30 Jun 2025 | |
| Penserra Capital Management LLC |
13F
|
Company |
0.87%
|
358,576
|
$4,503,000 | — | 30 Jun 2025 | |
| BANK OF AMERICA CORP /DE/ |
13F
|
Company |
0.83%
|
340,398
|
$4,275,400 | — | 30 Jun 2025 | |
| LANDSCAPE CAPITAL MANAGEMENT, L.L.C. |
13F
|
Company |
0.78%
|
318,124
|
$3,995,638 | — | 30 Jun 2025 | |
| Advisors Asset Management, Inc. |
13F
|
Company |
0.69%
|
281,583
|
$3,536,682 | — | 30 Jun 2025 | |
| WELLS FARGO & COMPANY/MN |
13F
|
Company |
0.62%
|
254,905
|
$3,201,618 | — | 30 Jun 2025 | |
| STIFEL FINANCIAL CORP |
13F
|
Company |
0.59%
|
240,140
|
$3,016,160 | — | 30 Jun 2025 | |
| Rareview Capital LLC |
13F
|
Company |
0.42%
|
171,844
|
$2,158,361 | — | 30 Jun 2025 | |
| Capital Investment Advisors, LLC |
13F
|
Company |
0.38%
|
154,220
|
$1,937,005 | — | 30 Jun 2025 | |
| Invesco Ltd. |
13F
|
Company |
0.34%
|
138,655
|
$1,741,507 | — | 30 Jun 2025 | |
| ROYAL BANK OF CANADA |
13F
|
Company |
0.32%
|
131,652
|
$1,654,000 | — | 30 Jun 2025 | |
| LPL Financial LLC |
13F
|
Company |
0.28%
|
113,008
|
$1,419,384 | — | 30 Jun 2025 | |
| Kovack Advisors, Inc. |
13F
|
Company |
0.27%
|
111,315
|
$1,398,116 | — | 30 Jun 2025 | |
| Joseph P. Lucia & Associates, LLC |
13F
|
Company |
0.27%
|
111,051
|
$1,394,801 | — | 30 Jun 2025 | |
| RAYMOND JAMES FINANCIAL INC |
13F
|
Company |
0.26%
|
108,124
|
$1,358,041 | — | 30 Jun 2025 | |
| Allspring Global Investments Holdings, LLC |
13F
|
Company |
0.26%
|
107,639
|
$1,351,946 | — | 30 Jun 2025 | |
| Cambridge Investment Research Advisors, Inc. |
13F
|
Company |
0.23%
|
94,781
|
$1,190,000 | — | 30 Jun 2025 | |
| J.W. COLE ADVISORS, INC. |
13F
|
Company |
0.21%
|
87,051
|
$1,093,355 | — | 30 Jun 2025 | |
| Strategic Advocates LLC |
13F
|
Company |
0.2%
|
82,465
|
$1,035,758 | — | 30 Jun 2025 | |
| StoneX Group Inc. |
13F
|
Company |
0.19%
|
75,885
|
$953,116 | — | 30 Jun 2025 | |
| Virtus Investment Advisers, LLC |
13F
|
Company |
0.18%
|
73,626
|
$924,743 | — | 30 Jun 2025 | |
| Rockefeller Capital Management L.P. |
13F
|
Company |
0.16%
|
63,667
|
$799,658 | — | 30 Jun 2025 | |
| ROBINSON CAPITAL MANAGEMENT, LLC |
13F
|
Company |
0.13%
|
52,089
|
$654,238 | — | 30 Jun 2025 | |
| Cetera Investment Advisers |
13F
|
Company |
0.13%
|
51,448
|
$646,185 | — | 30 Jun 2025 | |
| WOLVERINE ASSET MANAGEMENT LLC |
13F
|
Company |
0.12%
|
51,102
|
$641,841 | — | 30 Jun 2025 | |
| OSAIC HOLDINGS, INC. |
13F
|
Company |
0.12%
|
48,957
|
$614,878 | — | 30 Jun 2025 | |
| Carnegie Lake Advisors LLC |
13F
|
Company |
0.12%
|
48,324
|
$607,000 | — | 30 Jun 2025 | |
| Bramshill Investments, LLC |
13F
|
Company |
0.12%
|
48,244
|
$605,945 | — | 30 Jun 2025 | |
| Shaker Financial Services, LLC |
13F
|
Company |
0.12%
|
48,059
|
$603,622 | — | 30 Jun 2025 | |
| NewEdge Advisors, LLC |
13F
|
Company |
0.12%
|
47,517
|
$596,813 | — | 30 Jun 2025 | |
| ENVESTNET ASSET MANAGEMENT INC |
13F
|
Company |
0.11%
|
46,214
|
$580,445 | — | 30 Jun 2025 | |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC |
13F
|
Company |
0.11%
|
43,468
|
$545,743 | — | 30 Jun 2025 | |
| Summit X, LLC |
13F
|
Company |
0.1%
|
42,476
|
$533,499 | — | 30 Jun 2025 | |
| Baird Financial Group, Inc. |
13F
|
Company |
0.1%
|
41,236
|
$517,924 | — | 30 Jun 2025 | |
| COMERICA BANK |
13F
|
Company |
0.1%
|
39,446
|
$495,440 | — | 30 Jun 2025 | |
| COHEN & STEERS, INC. |
13F
|
Company |
0.09%
|
37,779
|
$475,000 | — | 30 Jun 2025 | |
| WEDBUSH SECURITIES INC |
13F
|
Company |
0.09%
|
37,269
|
$468,000 | — | 30 Jun 2025 | |
| Aviance Capital Partners, LLC |
13F
|
Company |
0.09%
|
35,723
|
$448,681 | — | 30 Jun 2025 | |
| Uncommon Cents Investing LLC |
13F
|
Company |
0.08%
|
33,934
|
$426,211 | — | 30 Jun 2025 | |
| STEPHENS INC /AR/ |
13F
|
Company |
0.08%
|
31,621
|
$397,160 | — | 30 Jun 2025 | |
| Corient Private Wealth LLC |
13F
|
Company |
0.08%
|
30,841
|
$387,363 | — | 30 Jun 2025 | |
| Vanguard Capital Wealth Advisors |
13F
|
Company |
0.07%
|
30,000
|
$376,800 | — | 30 Jun 2025 | |
| COMMONWEALTH EQUITY SERVICES, LLC |
13F
|
Company |
0.07%
|
29,942
|
$376,000 | — | 30 Jun 2025 | |
| Hennion & Walsh Asset Management, Inc. |
13F
|
Company |
0.06%
|
23,994
|
$301,365 | — | 30 Jun 2025 |
Institutional Holders of KKR Income Opportunities Fund - Common Shares (KIO) as of Q3 2025
As of 30 Sep 2025,
KKR Income Opportunities Fund - Common Shares (KIO) was held by
95 institutional
shareholders
that filed Form 13F with the SEC.
Together, they reported ownership of
10,558,403 shares.
The largest 10 holders included
MORGAN STANLEY, Penserra Capital Management LLC, SIT INVESTMENT ASSOCIATES INC, GUGGENHEIM CAPITAL LLC, UBS Group AG, WELLS FARGO & COMPANY/MN, ROYAL BANK OF CANADA, Janney Montgomery Scott LLC, Polar Asset Management Partners Inc., and BANK OF AMERICA CORP /DE/.
This page lists
95
institutional shareholders reporting positions in this security
for the Q3 2025 filing period.
| Investor | Option | Weight % | Change % | Value $ | * Price | Shares | Share Change | Activity | Report Period |
|---|
Compare Q3 2025 vs Q2 2025 Across Filers
Q2 2025 holders
94
Q3 2025 holders
95
Holder diff
1
| Investor | Q2 2025 Shares | Q3 2025 Shares | Share Diff | Share Chg % | Q2 2025 Value $ | Q3 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.