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Disclosery

KIO KKR INCOME OPPORTUNITIES FD

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COM (fund), issuer CIK 1515940

90 managers (90 13F filers) reported a position in KIO shares at 2026-06-30, 10,493,932 shares in all. 9 filers opened a position and 13 filers sold out during the quarter.

Managers
90
13F filers
90
New
9
Added
30
Reduced
26
Sold out
13
Shares held by filers
10,493,932

Shares held by filers adds up every 13F filer's report, so a share reported by a parent and by its subsidiary counts twice (H9). Managers counts each filer group once.

13D and 13G filers

No 13D or 13G on this security in the data. Structured 13D/G data starts 2024-12-18.

Insider trades

No Form 4 transaction on this security in the data.

13F holders, Q2 2026

Filers in the available 13F reports with a share position at 2026-06-30, filer groups collapsed to one row (method), largest first. Options and principal amounts are left out. A group row states no % of portfolio, since each member reports its own portfolio: the members' percents are listed under it. A value about 1,000 times or 1/1,000 of the price other filers imply is shown as filed but neither ranks the row nor enters a sum.

HolderSharesValue% of portfolioChangeSource
MORGAN STANLEYin group MORGAN STANLEY2,996,729$33.7M<0.01%+251,32213F-HRTimelineGroup
Penserra Capital Management LLCin group Penserra Capital Management L…1,161,643$13.1M0.1%+44,34513F-HRTimelineGroup
GUGGENHEIM CAPITAL LLCin group GUGGENHEIM CAPITAL LLC851,503$9.59M0.06%+57,94113F-HRTimelineGroup
UBS Group AGin group UBS Group AG646,653$7.28M<0.01%-13,80913F-HRTimelineGroup
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN548,460$6.18M<0.01%-34,68613F-HRTimelineGroup
Janney Montgomery Scott LLC536,534$6.04M0.01%+66,75613F-HRTimeline
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/348,013$3.92M<0.01%+6,09513F-HRTimelineGroup
Rareview Capital LLC198,863$2.5M1.4%+18,25113F-HRTimeline
Kovack Advisors, Inc.216,679$2.46M0.12%+81,65313F-HRTimeline
LPL Financial LLC217,250$2.45M<0.01%+4,30513F-HRTimeline
Shaker Financial Services, LLC175,575$1.98M0.62%-140,06313F-HRTimeline
Karpus Management, Inc.162,934$1.83M0.05%-5,75913F-HRTimeline
Significant Wealth Partners LLC143,556$1.62M1.75%+2,40713F-HRTimeline
Capital Investment Advisors, LLC135,975$1.53M0.02%-4,35013F-HRTimeline
Invesco Ltd.in group Invesco Ltd.125,904$1.42M<0.01%-27,22013F-HRTimelineGroup
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC114,454$1.29M<0.01%-2,23713F-HRTimelineGroup
Cambridge Investment Research Advisors,…114,389$1.29M<0.01%+3,18613F-HR/ATimeline
J.W. COLE ADVISORS, INC.101,737$1.15M0.02%new13F-HRTimeline
Cetera Investment Advisers100,812$1.14M<0.01%+4,40713F-HRTimeline
Joseph P. Lucia & Associates, LLC100,022$1.13M0.34%+98813F-HRTimeline
COHEN & STEERS, INC.in group COHEN & STEERS, INC.87,779$988K<0.01%013F-HRTimelineGroup
SIT INVESTMENT ASSOCIATES INCin group SIT INVESTMENT ASSOCIATES INC80,300$904K0.02%013F-HRTimelineGroup
Baird Financial Group, Inc.in group Baird Financial Group, Inc.79,150$891K<0.01%-3,99413F-HRTimelineGroup
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA76,286$859K<0.01%-65713F-HRTimelineGroup
Advisors Asset Management, Inc.73,782$831K0.01%new13F-HRTimeline
WEDBUSH SECURITIES INC61,574$693K0.02%+18,47113F-HRTimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…57,913$652K<0.01%-7,99713F-HRTimelineGroup
ROBINSON CAPITAL MANAGEMENT, LLC52,154$587K0.26%013F-HRTimeline
Bramshill Investments, LLC47,659$537K0.04%+52213F-HRTimeline
NewEdge Advisors, LLC47,370$533K<0.01%-1,10013F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC45,520$513K<0.01%-5,70213F-HRTimelineGroup
PFG Investments, LLC43,469$489K0.02%-79513F-HRTimeline
Carnegie Lake Advisors LLC42,874$483K0.18%-25013F-HRTimeline
Aviance Capital Partners, LLC41,051$462K0.05%+1,06513F-HRTimeline
Arax Advisory Partners40,333$454K<0.01%+35,33313F-HRTimeline
FIFTH THIRD BANCORPin group FIFTH THIRD BANK, NATIONAL AS…39,900$449K<0.01%+10813F-HRTimelineGroup
Virtus Investment Advisers, LLCin group Virtus Investment Advisers, L…38,341$432K0.1%-10,23213F-HRTimelineGroup
STEPHENS INC /AR/in group Stephens Investment Managemen…36,723$413K<0.01%+2813F-HRTimelineGroup
Uncommon Cents Investing LLC32,785$369K0.08%-30013F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.30,368$342K<0.01%+4,40413F-HRTimelineGroup
Total Wealth Planning & Management, Inc.29,238$329K0.24%+3,58413F-HRTimeline
Equitable Holdings, Inc.in group Equitable Holdings, Inc.28,615$322K<0.01%+7,16213F-HRTimelineGroup
XTX Topco Ltdin group XTX Topco Ltd26,857$302K<0.01%new13F-HRTimelineGroup
Sanctuary Advisors, LLC22,813$257K<0.01%new13F-HRTimeline
WealthTrust Axiom LLC20,889$235K0.05%-1,06413F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…20,040$227K<0.01%-81313F-HRTimeline
Apollon Wealth Management, LLCin group Apollon Wealth Management, LLC19,629$221K<0.01%013F-HRTimelineGroup
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP17,793$200K<0.01%-31013F-HRTimelineGroup
Fortitude Advisory Group L.L.C.16,066$181K0.07%013F-HRTimeline
RIK SAYLOR FINANCIAL, INC.15,785$178K0.12%-4713F-HRTimeline
SeaCrest Wealth Management, LLC15,682$177K0.02%+37513F-HRTimeline
Herold Advisors, Inc.14,440$163K0.03%+2,42213F-HRTimeline
Hennion & Walsh Asset Management, Inc.13,992$158K<0.01%-13,84813F-HRTimeline
Graves Light Lenhart Wealth, Inc.13,728$155K0.01%013F-HRTimeline
BlackRock, Inc.in group BlackRock, Inc.13,654$154K<0.01%-22513F-HRTimelineGroup
Concurrent Investment Advisors, LLCin group Concurrent Investment Advisor…13,464$152K<0.01%013F-HRTimelineGroup
Plotkin Financial Advisors, LLC12,938$146K0.06%013F-HRTimeline
UHLMANN PRICE SECURITIES, LLC12,877$145K0.01%+40413F-HRTimeline
HighTower Advisors, LLC12,242$138K<0.01%-50013F-HRTimeline
Corient Private Wealth LPin group Corient Private Wealth LP12,206$137K<0.01%-18,63513F-HR/ATimelineGroup
Creative Planningin group Creative Planning11,306$127K<0.01%new13F-HRTimelineGroup
Gator Capital Management, LLC11,102$125K0.03%013F-HRTimeline
GILL CAPITAL PARTNERS, LLC11,018$124K0.03%-10713F-HRTimeline
CoreCap Advisors, LLC10,520$118K<0.01%+10,11413F-HRTimeline
B. Riley Wealth Advisors, Inc.10,148$115K0.01%+5813F-HRTimeline
BESSEMER GROUP INCin group BESSEMER GROUP INC6,000$68K<0.01%new13F-HRTimelineGroup
AdvisorNet Financial, Inc5,372$60.5K<0.01%013F-HRTimeline
US BANCORP \DE\in group US BANCORP \DE\5,076$57.2K<0.01%013F-HRTimelineGroup
Global Retirement Partners, LLC3,769$42.4K<0.01%13F-HRTimeline
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…2,971$33.5K<0.01%013F-HRTimelineGroup
HARBOUR INVESTMENTS, INC.2,753$31K<0.01%013F-HRTimeline
BNP PARIBAS FINANCIAL MARKETSin group BNP PARIBAS FINANCIAL MARKETS1,504$16.9K<0.01%-69413F-HRTimelineGroup
Pinnacle Wealth Planning Services, Inc.1,361$15.3K<0.01%+27813F-HRTimeline
Atlantic Union Bankshares Corpin group Atlantic Union Bankshares Corp1,305$14.7K<0.01%013F-HRTimelineGroup
Noble Wealth Management PBC800$9.01K<0.01%013F-HRTimeline
Osbon Capital Management LLC574$6.46K0.01%+26613F-HRTimeline
WPG Advisers, LLC541$6.09K<0.01%+11913F-HRTimeline
Ameritas Advisory Services, LLCin group Ameritas Investment Partners,…371$4.18K<0.01%new13F-HRTimelineGroup
HIGHLINE WEALTH PARTNERS LLC250$2.81K<0.01%013F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO230$2.6K<0.01%013F-HRTimelineGroup
COMPASS FINANCIAL MANAGEMENT LLC205$2.3K<0.01%13F-HRTimeline
Mountain Hill Investment Partners Corp.163$1.84K<0.01%+513F-HRTimeline
Steward Partners Investment Advisory, L…162$1.82K<0.01%013F-HRTimeline
Strategic Advocates LLC135$1.52K0.01%013F-HRTimeline
WHITTIER TRUST CO OF NEVADA INC114$1.3K<0.01%013F-HRTimeline
JFS WEALTH ADVISORS, LLC93$1.05K<0.01%new13F-HRTimeline
TSFG, LLC67$1K<0.01%013F-HRTimeline
Tower Research Capital LLC (TRC)in group Tower Research Capital LLC (T…41$462<0.01%new13F-HRTimelineGroup
ASSETMARK, INCin group ASSETMARK, INC16$180<0.01%013F-HRTimelineGroup
CITIGROUP INCin group CITIGROUP INC1$11<0.01%013F-HRTimelineGroup