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Disclosery

KIO KKR INCOME OPPORTUNITIES FD

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COM (fund), issuer CIK 1515940

84 managers (84 13F filers) reported a position in KIO shares at 2025-03-31, 12,324,222 shares in all. 28 filers opened a position and 10 filers sold out during the quarter.

Managers
84
13F filers
84
New
28
Added
31
Reduced
8
Sold out
10
Shares held by filers
12,324,222

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, Q1 2025

Filers in the available 13F reports with a share position at 2025-03-31, 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
SIT INVESTMENT ASSOCIATES INCin group SIT INVESTMENT ASSOCIATES INC2,260,825$27.8M0.65%new13F-HRTimelineGroup
MORGAN STANLEYin group MORGAN STANLEY1,154,196$14.2M<0.01%+155,17313F-HRTimelineGroup
UBS Group AGin group UBS Group AG895,306$11M<0.01%+251,13313F-HRTimelineGroup
LANDSCAPE CAPITAL MANAGEMENT, L.L.C.in group LANDSCAPE CAPITAL MANAGEMENT,…800,734$9.84M0.88%new13F-HRTimelineGroup
GUGGENHEIM CAPITAL LLCin group GUGGENHEIM CAPITAL LLC767,963$9.44M0.09%+199,97413F-HRTimelineGroup
1607 Capital Partners, LLC729,483$8.97M0.72%new13F-HRTimeline
Karpus Management, Inc.676,301$8.31M0.27%new13F-HRTimeline
Allspring Global Investments Holdings, …in group Allspring Global Investments …601,202$7.39M0.01%new13F-HRTimelineGroup
Polar Asset Management Partners Inc.403,595$4.96M0.16%new13F-HRTimeline
Penserra Capital Management LLCin group Penserra Capital Management L…347,991$4.28M0.08%-35,12313F-HRTimelineGroup
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/323,397$3.97M<0.01%+35,50213F-HRTimelineGroup
Advisors Asset Management, Inc.297,205$3.65M0.07%-27,15013F-HR/ATimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP225,883$2.78M<0.01%+43,32413F-HRTimelineGroup
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN211,240$2.6M<0.01%+47,91513F-HRTimelineGroup
Capital Investment Advisors, LLC155,563$1.91M0.04%-9,36013F-HRTimeline
Invesco Ltd.in group Invesco Ltd.144,007$1.77M<0.01%-10,07913F-HRTimelineGroup
WOLVERINE ASSET MANAGEMENT LLCin group WOLVERINE ASSET MANAGEMENT LLC134,352$1.65M0.03%new13F-HRTimelineGroup
Cambridge Investment Research Advisors,…118,474$1.46M<0.01%+3,87713F-HRTimeline
Joseph P. Lucia & Associates, LLC104,840$1.29M0.59%+54013F-HRTimeline
LPL Financial LLC101,002$1.24M<0.01%+14,73313F-HRTimeline
Kovack Advisors, Inc.98,665$1.21M0.13%+54,62013F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC91,746$1.13M<0.01%+70,77813F-HRTimelineGroup
Virtus Investment Advisers, LLCgroup of 2 filers holding91,091$1.12M+27,655Timeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA87,365$1.07M<0.01%+6,00713F-HR/ATimelineGroup
J.W. COLE ADVISORS, INC.78,928$970K0.03%+18,16913F-HRTimeline
Strategic Advocates LLC77,035$947K0.33%new13F-HRTimeline
StoneX Group Inc.in group StoneX Group Inc.75,648$930K0.05%new13F-HR/ATimelineGroup
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…68,834$846K<0.01%+5,00013F-HRTimelineGroup
RIVERNORTH CAPITAL MANAGEMENT, LLC60,042$738K0.04%new13F-HRTimeline
Summit X, LLC57,506$707K0.15%-17,24113F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.53,260$655K<0.01%+23,56613F-HRTimelineGroup
Carnegie Lake Advisors LLC50,023$615K0.25%013F-HRTimeline
Bramshill Investments, LLC48,996$602K0.06%+6713F-HRTimeline
ROBINSON CAPITAL MANAGEMENT, LLC47,039$578K0.24%new13F-HRTimeline
NewEdge Advisors, LLC45,466$559K<0.01%+3,84413F-HRTimeline
Cetera Investment Advisers44,523$547K<0.01%+15,21013F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…43,435$534K<0.01%+13,99213F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC40,726$501K<0.01%+1,19313F-HRTimelineGroup
COMERICA BANK39,272$483K<0.01%013F-HRTimeline
Shaker Financial Services, LLC38,342$471K0.18%new13F-HRTimeline
Baird Financial Group, Inc.in group Baird Financial Group, Inc.36,786$452K<0.01%new13F-HRTimelineGroup
Vanguard Capital Wealth Advisors35,000$430K0.53%013F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Uncommon Cents Investing LLC34,234$421K0.12%new13F-HRTimeline
Marex Group Ltdin group Marex Group Ltd31,270$384K0.01%+20,85113F-HRTimelineGroup
WEDBUSH SECURITIES INC30,474$375K0.01%+33913F-HRTimeline
Aviance Capital Partners, LLC30,119$370K0.05%new13F-HRTimeline
STEPHENS INC /AR/in group Stephens Investment Managemen…26,852$330K<0.01%013F-HRTimelineGroup
WealthTrust Axiom LLC26,591$327K0.1%new13F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC24,646$303K<0.01%+7,14813F-HRTimeline
Atlantic Union Bankshares Corpin group Atlantic Union Bankshares Corp24,237$298K0.02%new13F-HRTimelineGroup
Atala Financial Inc23,270$286K0.21%013F-HRTimeline
SFI Advisors, LLC22,419$276K0.2%new13F-HRTimeline
Cresset Asset Management, LLC20,466$252K<0.01%-2,20513F-HRTimeline
Verity Asset Management, Inc.20,196$248K0.1%+2,67413F-HRTimeline
Apollon Wealth Management, LLCin group Apollon Wealth Management, LLC16,041$197K<0.01%013F-HRTimelineGroup
SeaCrest Wealth Management, LLC15,739$193K0.02%-8,55813F-HRTimeline
Hennion & Walsh Asset Management, Inc.15,532$191K0.01%+4613F-HRTimeline
Atria Wealth Solutions, Inc.15,319$188K<0.01%+1,96513F-HRTimeline
RIK SAYLOR FINANCIAL, INC.15,263$188K0.17%+16513F-HRTimeline
GILL CAPITAL PARTNERS, LLC15,259$188K0.06%new13F-HRTimeline
Gator Capital Management, LLC13,820$170K0.06%-5,87313F-HRTimeline
Graves Light Lenhart Wealth, Inc.13,728$169K0.02%013F-HRTimeline
Concurrent Investment Advisors, LLCin group Concurrent Investment Advisor…13,370$164K<0.01%013F-HRTimelineGroup
1776 Wealth LLC13,144$162K0.07%013F-HRTimeline
HighTower Advisors, LLC13,050$160K<0.01%013F-HRTimeline
Plotkin Financial Advisors, LLC12,938$159K0.1%013F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…12,176$150K<0.01%new13F-HRTimelineGroup
Fortitude Advisory Group L.L.C.12,501$143K0.1%new13F-HRTimeline
Creative Planningin group Creative Planning11,565$142K<0.01%+1,19613F-HRTimelineGroup
UHLMANN PRICE SECURITIES, LLC11,052$136K0.1%new13F-HRTimeline
CoreCap Advisors, LLC9,334$115K0.01%+1,75913F-HRTimeline
US BANCORP \DE\in group US BANCORP \DE\5,476$67.3K<0.01%+3,98113F-HRTimelineGroup
Noble Wealth Management PBC5,100$62.7K0.04%new13F-HRTimeline
SVB WEALTH LLC2,149$26.4K<0.01%new13F-HRTimeline
AdvisorNet Financial, Inc2,093$25.7K<0.01%new13F-HRTimeline
Future Financial Wealth Managment LLC750$9.22K0.01%013F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO230$2.83K<0.01%013F-HRTimelineGroup
FIFTH THIRD BANCORPin group FIFTH THIRD BANK, NATIONAL AS…200$2.46K<0.01%013F-HRTimelineGroup
Mountain Hill Investment Partners Corp.140$1.72K<0.01%+413F-HRTimeline
TSFG, LLC67$1K<0.01%new13F-HRTimeline
CWM, LLCin group CWM, LLC46$1K<0.01%013F-HRTimelineGroup
ASSETMARK, INCin group ASSETMARK, INC78$959<0.01%013F-HRTimelineGroup
CITIGROUP INCin group CITIGROUP INC1$12<0.01%new13F-HRTimelineGroup
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$0013F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.