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Disclosery

KIO KKR INCOME OPPORTUNITIES FD

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COM (fund), issuer CIK 1515940

67 managers (67 13F filers) reported a position in KIO shares at 2024-12-31, 5,332,574 shares in all. 8 filers opened a position and 6 filers sold out during the quarter.

Managers
67
13F filers
67
New
8
Added
22
Reduced
16
Sold out
6
Shares held by filers
5,332,574

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, Q4 2024

Filers in the available 13F reports with a share position at 2024-12-31, 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 STANLEY999,023$13.4M<0.01%+54,03113F-HR/ATimelineGroup
UBS Group AGin group UBS Group AG644,173$8.62M<0.01%+45,91413F-HRTimelineGroup
GUGGENHEIM CAPITAL LLCin group GUGGENHEIM CAPITAL LLC567,989$7.6M0.06%+37,01413F-HRTimelineGroup
Penserra Capital Management LLCin group Penserra Capital Management L…383,114$5.13M0.09%+25,80813F-HRTimelineGroup
Advisors Asset Management, Inc.324,355$4.34M0.08%-85,22813F-HR/ATimeline
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/287,895$3.85M<0.01%+8,53713F-HRTimelineGroup
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP182,559$2.44M<0.01%+74,21713F-HRTimelineGroup
Capital Investment Advisors, LLC164,923$2.21M0.04%-13,42513F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN163,325$2.19M<0.01%+37,63413F-HRTimelineGroup
Invesco Ltd.in group Invesco Ltd.154,086$2.06M<0.01%-3,27913F-HRTimelineGroup
Cambridge Investment Research Advisors,…114,597$1.53M0.01%-39813F-HRTimeline
Joseph P. Lucia & Associates, LLC104,300$1.4M0.62%+4,85313F-HRTimeline
LPL Financial LLC86,269$1.15M<0.01%+5,27713F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA81,358$1.09M<0.01%+4,78013F-HRTimelineGroup
Summit X, LLC74,747$1M0.22%-1,76813F-HRTimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…63,834$854K<0.01%-1,00013F-HRTimelineGroup
VIRTUS ADVISERS, LLCin group Virtus Investment Advisers, L…63,436$849K0.35%+15,38013F-HRTimelineGroup
J.W. COLE ADVISORS, INC.60,759$813K0.03%+18,50413F-HRTimeline
Carnegie Lake Advisors LLC50,023$669K0.27%013F-HRTimeline
Bramshill Investments, LLC48,929$655K0.1%-58713F-HRTimeline
Kovack Advisors, Inc.44,045$589K0.06%-2,70013F-HRTimeline
NewEdge Advisors, LLC41,622$557K<0.01%+1,88513F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC39,533$529K<0.01%+3,16213F-HRTimelineGroup
COMERICA BANK39,272$525K<0.01%+1,38813F-HR/ATimeline
Vanguard Capital Wealth Advisors35,000$468K0.51%013F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
WEDBUSH SECURITIES INC30,135$403K0.01%-22513F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.29,694$397K<0.01%-4,34013F-HR/ATimelineGroup
WEALTH ENHANCEMENT ADVISORY SERVICES, L…29,443$394K<0.01%new13F-HR/ATimeline
Cetera Investment Advisers29,313$392K<0.01%+12,69213F-HRTimeline
STEPHENS INC /AR/in group Stephens Investment Managemen…26,852$359K0.01%+1,00013F-HRTimelineGroup
SeaCrest Wealth Management, LLC24,297$325K0.03%+76513F-HRTimeline
Atala Financial Inc23,270$311K0.22%13F-HRTimeline
Cresset Asset Management, LLC22,671$303K<0.01%+4,01113F-HRTimeline
Walleye Capital LLCin group Walleye Capital LLC22,483$301K<0.01%new13F-HRTimelineGroup
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC20,968$281K<0.01%13F-HR/ATimelineGroup
Gator Capital Management, LLC19,693$263K0.1%013F-HRTimeline
Verity Asset Management, Inc.17,522$234K0.13%+2,49213F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC17,498$234K<0.01%+3,34613F-HRTimeline
Apollon Wealth Management, LLCin group Apollon Wealth Management, LLC16,041$215K<0.01%new13F-HRTimelineGroup
Hennion & Walsh Asset Management, Inc.15,486$207K0.01%-31813F-HRTimeline
RIK SAYLOR FINANCIAL, INC.15,098$202K0.19%13F-HRTimeline
Graves Light Lenhart Wealth, Inc.13,728$184K0.02%013F-HRTimeline
Concurrent Investment Advisors, LLCin group Concurrent Investment Advisor…13,370$179K<0.01%013F-HRTimelineGroup
Atria Wealth Solutions, Inc.13,354$179K<0.01%+11913F-HRTimeline
1776 Wealth LLC13,144$176K0.08%013F-HRTimeline
HighTower Advisors, LLC13,050$175K<0.01%-8,87113F-HRTimeline
Stratos Wealth Partners, LTD.in group Stratos Wealth Partners, LTD.13,000$174K<0.01%013F-HRTimelineGroup
Laird Norton Wetherby Wealth Management…12,996$174K0.01%013F-HRTimeline
Plotkin Financial Advisors, LLC12,938$173K0.1%013F-HRTimeline
Marex Group Ltdin group Marex Group Ltd10,419$139K<0.01%new13F-HRTimelineGroup
Naviter Wealth, LLC10,373$139K0.02%new13F-HRTimeline
Creative Planningin group Creative Planning10,369$139K<0.01%-1,95713F-HRTimelineGroup
Itau Unibanco Holding S.A.in group Itau Unibanco Holding S.A.752$111K<0.01%new13F-HRTimelineGroup
CoreCap Advisors, LLC7,575$101K<0.01%-1,02513F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…2,687$36K<0.01%013F-HRTimelineGroup
US BANCORP \DE\in group US BANCORP \DE\1,495$20K<0.01%new13F-HRTimelineGroup
Van Hulzen Asset Management, LLC1,200$16.1K<0.01%new13F-HRTimeline
Future Financial Wealth Managment LLC750$10K0.01%-70013F-HRTimeline
Transce3nd, LLC628$8.4K<0.01%13F-HRTimeline
Avior Wealth Management, LLC376$5.03K<0.01%013F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO230$3.08K<0.01%013F-HRTimelineGroup
FIFTH THIRD BANCORPin group FIFTH THIRD BANK, NATIONAL AS…200$2.68K<0.01%-40013F-HRTimelineGroup
Mountain Hill Investment Partners Corp.136$1.82K<0.01%13F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC78$1.04K<0.01%013F-HRTimelineGroup
CWM, LLCin group CWM, LLC46$1K<0.01%013F-HRTimelineGroup
Parvin Asset Management, LLC50$669<0.01%13F-HRTimeline
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$00%013F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.