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Disclosery

KIO KKR INCOME OPPORTUNITIES FD

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COM (fund), issuer CIK 1515940

96 managers (96 13F filers) reported a position in KIO shares at 2025-06-30, 11,024,796 shares in all. 17 filers opened a position and 5 filers sold out during the quarter.

Managers
96
13F filers
96
New
17
Added
35
Reduced
30
Sold out
5
Shares held by filers
11,024,796

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 2025

Filers in the available 13F reports with a share position at 2025-06-30, 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
SIT INVESTMENT ASSOCIATES INCin group SIT INVESTMENT ASSOCIATES INC1,763,303$22.1M0.47%-497,52213F-HRTimelineGroup
MORGAN STANLEYin group MORGAN STANLEY1,518,336$19.1M<0.01%+364,14013F-HRTimelineGroup
UBS Group AGin group UBS Group AG761,792$9.57M<0.01%-133,51413F-HRTimelineGroup
GUGGENHEIM CAPITAL LLCin group GUGGENHEIM CAPITAL LLC721,159$9.06M0.07%-46,80413F-HRTimelineGroup
1607 Capital Partners, LLC575,652$7.23M0.59%-153,83113F-HRTimeline
Karpus Management, Inc.571,401$7.18M0.23%-104,90013F-HRTimeline
Polar Asset Management Partners Inc.416,151$5.23M0.13%+12,55613F-HRTimeline
Penserra Capital Management LLCin group Penserra Capital Management L…358,576$4.5M0.06%+10,58513F-HRTimelineGroup
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/340,398$4.28M<0.01%+17,00113F-HRTimelineGroup
LANDSCAPE CAPITAL MANAGEMENT, L.L.C.in group LANDSCAPE CAPITAL MANAGEMENT,…318,124$4M0.31%-482,61013F-HRTimelineGroup
Advisors Asset Management, Inc.281,583$3.54M0.06%-15,62213F-HR/ATimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN254,905$3.2M<0.01%+43,66513F-HRTimelineGroup
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP240,140$3.02M<0.01%+14,25713F-HRTimelineGroup
Rareview Capital LLC171,844$2.16M1.36%new13F-HRTimeline
Capital Investment Advisors, LLC154,220$1.94M0.03%-1,34313F-HR/ATimeline
Invesco Ltd.in group Invesco Ltd.138,655$1.74M<0.01%-5,35213F-HRTimelineGroup
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA131,652$1.65M<0.01%+44,28713F-HR/ATimelineGroup
LPL Financial LLC113,008$1.42M<0.01%+12,00613F-HRTimeline
Kovack Advisors, Inc.111,315$1.4M0.14%+12,65013F-HRTimeline
Joseph P. Lucia & Associates, LLC111,051$1.39M0.57%+6,21113F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC108,124$1.36M<0.01%+16,37813F-HRTimelineGroup
Allspring Global Investments Holdings, …in group Allspring Global Investments …107,639$1.35M<0.01%-493,56313F-HRTimelineGroup
Cambridge Investment Research Advisors,…94,781$1.19M<0.01%-23,69313F-HRTimeline
J.W. COLE ADVISORS, INC.87,051$1.09M0.02%+8,12313F-HRTimeline
Strategic Advocates LLC82,465$1.04M0.31%+5,43013F-HRTimeline
StoneX Group Inc.in group StoneX Group Inc.75,885$953K0.05%+23713F-HRTimelineGroup
Virtus Investment Advisers, LLCin group Virtus Investment Advisers, L…73,626$925K0.31%-17,46513F-HRTimelineGroup
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…63,667$800K<0.01%-5,16713F-HR/ATimelineGroup
ROBINSON CAPITAL MANAGEMENT, LLC52,089$654K0.27%+5,05013F-HRTimeline
Cetera Investment Advisers51,448$646K<0.01%+6,92513F-HRTimeline
WOLVERINE ASSET MANAGEMENT LLCin group WOLVERINE ASSET MANAGEMENT LLC51,102$642K0.01%-83,25013F-HRTimelineGroup
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.48,957$615K<0.01%-4,30313F-HR/ATimelineGroup
Carnegie Lake Advisors LLC48,324$607K0.24%-1,69913F-HRTimeline
Bramshill Investments, LLC48,244$606K0.06%-75213F-HRTimeline
Shaker Financial Services, LLC48,059$604K0.22%+9,71713F-HRTimeline
NewEdge Advisors, LLC47,517$597K<0.01%+2,05113F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC46,214$580K<0.01%+5,48813F-HRTimelineGroup
WEALTH ENHANCEMENT ADVISORY SERVICES, L…43,468$546K<0.01%+3313F-HRTimeline
Summit X, LLC42,476$533K0.1%-15,03013F-HRTimeline
Baird Financial Group, Inc.in group Baird Financial Group, Inc.41,236$518K<0.01%+4,45013F-HRTimelineGroup
COMERICA BANK39,446$495K<0.01%+17413F-HRTimeline
COHEN & STEERS, INC.in group COHEN & STEERS, INC.37,779$475K<0.01%new13F-HRTimelineGroup
WEDBUSH SECURITIES INC37,269$468K0.02%+6,79513F-HRTimeline
Aviance Capital Partners, LLC35,723$449K0.06%+5,60413F-HRTimeline
Uncommon Cents Investing LLC33,934$426K0.11%-30013F-HRTimeline
STEPHENS INC /AR/in group Stephens Investment Managemen…31,621$397K0.01%+4,76913F-HRTimelineGroup
Corient Private Wealth LPin group Corient Private Wealth LP30,841$387K<0.01%new13F-HR/ATimelineGroup
Vanguard Capital Wealth Advisors30,000$377K0.37%-5,00013F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
COMMONWEALTH EQUITY SERVICES, LLC29,942$376K<0.01%+5,29613F-HRTimeline
Hennion & Walsh Asset Management, Inc.23,994$301K0.01%+8,46213F-HRTimeline
Atala Financial Inc23,270$292K0.2%013F-HRTimeline
WealthTrust Axiom LLC22,914$288K0.08%-3,67713F-HRTimeline
Almitas Capital LLC20,851$262K0.07%new13F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC20,650$259K<0.01%new13F-HRTimelineGroup
Apollon Wealth Management, LLCin group Apollon Wealth Management, LLC16,866$212K<0.01%+82513F-HRTimelineGroup
SeaCrest Wealth Management, LLC15,712$197K0.02%-2713F-HRTimeline
RIK SAYLOR FINANCIAL, INC.15,439$194K0.15%+17613F-HRTimeline
HighTower Advisors, LLC14,388$181K<0.01%+1,33813F-HRTimeline
Concurrent Investment Advisors, LLCin group Concurrent Investment Advisor…13,955$175K<0.01%+58513F-HRTimelineGroup
Cresset Asset Management, LLC13,838$174K<0.01%-6,62813F-HR/ATimeline
Gator Capital Management, LLC13,820$174K0.05%013F-HRTimeline
Graves Light Lenhart Wealth, Inc.13,728$172K0.02%013F-HRTimeline
Atlantic Union Bankshares Corpin group Atlantic Union Bankshares Corp13,296$167K<0.01%-10,94113F-HRTimelineGroup
Atria Wealth Solutions, Inc.13,175$165K<0.01%-2,14413F-HRTimeline
1776 Wealth LLC13,144$165K0.07%013F-HRTimeline
Laird Norton Wetherby Wealth Management…12,996$163K0.01%13F-HRTimeline
Plotkin Financial Advisors, LLC12,938$163K0.09%013F-HRTimeline
GILL CAPITAL PARTNERS, LLC12,655$159K0.05%-2,60413F-HRTimeline
Fortitude Advisory Group L.L.C.12,501$157K0.09%013F-HRTimeline
Mariner, LLCin group Mariner, LLC11,993$151K<0.01%new13F-HRTimelineGroup
Verity Asset Management, Inc.11,937$150K0.07%-8,25913F-HRTimeline
Creative Planningin group Creative Planning11,861$149K<0.01%+29613F-HRTimelineGroup
UHLMANN PRICE SECURITIES, LLC11,386$143K0.1%+33413F-HRTimeline
Herold Advisors, Inc.10,505$132K0.03%new13F-HRTimeline
US BANCORP \DE\in group US BANCORP \DE\5,076$63.8K<0.01%-40013F-HRTimelineGroup
CoreCap Advisors, LLC4,433$55.7K<0.01%-4,90113F-HRTimeline
AdvisorNet Financial, Inc3,905$49K<0.01%+1,81213F-HRTimeline
Geneos Wealth Management Inc.1,828$23K<0.01%new13F-HRTimeline
Blue Trust, Inc.1,500$18.8K<0.01%new13F-HRTimeline
THURSTON, SPRINGER, MILLER, HERD & TITA…1,470$18.5K<0.01%new13F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP1,310$16.4K<0.01%new13F-HRTimelineGroup
NFSG Corp1,250$15.7K<0.01%new13F-HRTimeline
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…1,235$15.5K<0.01%new13F-HRTimelineGroup
Future Financial Wealth Managment LLC750$9.42K0.01%013F-HRTimeline
Arax Advisory Partners600$7.54K<0.01%new13F-HRTimeline
Ameritas Advisory Services, LLCin group Ameritas Investment Partners,…372$4.67K<0.01%new13F-HRTimelineGroup
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO230$2.89K<0.01%013F-HRTimelineGroup
FIFTH THIRD BANCORPin group FIFTH THIRD BANK, NATIONAL AS…200$2.51K<0.01%013F-HRTimelineGroup
Steward Partners Investment Advisory, L…162$2.04K<0.01%new13F-HRTimeline
WPG Advisers, LLC151$1.9K<0.01%new13F-HRTimeline
Mountain Hill Investment Partners Corp.144$1.81K<0.01%+413F-HRTimeline
TSFG, LLC67$1K<0.01%013F-HRTimeline
CWM, LLCin group CWM, LLC46$1K<0.01%013F-HRTimelineGroup
ASSETMARK, INCin group ASSETMARK, INC62$779<0.01%-1613F-HRTimelineGroup
CITIGROUP INCin group CITIGROUP INC1$13<0.01%013F-HRTimelineGroup
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$0013F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.