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Disclosery

KIO KKR INCOME OPPORTUNITIES FD

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COM (fund), issuer CIK 1515940

95 managers (95 13F filers) reported a position in KIO shares at 2025-09-30, 10,558,403 shares in all. 11 filers opened a position and 10 filers sold out during the quarter.

Managers
95
13F filers
95
New
11
Added
37
Reduced
29
Sold out
10
Shares held by filers
10,558,403

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, Q3 2025

Filers in the available 13F reports with a share position at 2025-09-30, 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 STANLEY1,712,582$21.6M<0.01%+194,24613F-HR/ATimelineGroup
Penserra Capital Management LLCin group Penserra Capital Management L…1,124,139$14.2M0.17%+765,56313F-HRTimelineGroup
SIT INVESTMENT ASSOCIATES INCin group SIT INVESTMENT ASSOCIATES INC1,069,302$13.5M0.27%-694,00113F-HRTimelineGroup
GUGGENHEIM CAPITAL LLCin group GUGGENHEIM CAPITAL LLC717,954$9.05M0.07%-3,20513F-HRTimelineGroup
UBS Group AGin group UBS Group AG572,119$7.21M<0.01%-189,67313F-HRTimelineGroup
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN530,641$6.69M<0.01%+275,73613F-HRTimelineGroup
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA527,002$6.64M<0.01%+395,35013F-HRTimelineGroup
Janney Montgomery Scott LLC445,362$5.61M0.01%new13F-HRTimeline
Polar Asset Management Partners Inc.424,203$5.34M0.11%+8,05213F-HR/ATimeline
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/302,517$3.81M<0.01%-37,88113F-HR/ATimelineGroup
Karpus Management, Inc.201,920$2.54M0.08%-369,48113F-HRTimeline
Advisors Asset Management, Inc.176,246$2.22M0.04%-105,33713F-HR/ATimeline
Capital Investment Advisors, LLC152,702$1.92M0.03%-1,51813F-HRTimeline
LPL Financial LLC143,351$1.81M<0.01%+30,34313F-HRTimeline
Cambridge Investment Research Advisors,…140,834$1.77M<0.01%+46,05313F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC131,936$1.66M<0.01%+23,81213F-HRTimelineGroup
Invesco Ltd.in group Invesco Ltd.130,407$1.64M<0.01%-8,24813F-HRTimelineGroup
Joseph P. Lucia & Associates, LLC111,712$1.41M0.53%+66113F-HRTimeline
Kovack Advisors, Inc.110,115$1.39M0.13%-1,20013F-HRTimeline
J.W. COLE ADVISORS, INC.98,448$1.24M0.02%+11,39713F-HRTimeline
Cetera Investment Advisers78,273$986K<0.01%+26,82513F-HRTimeline
StoneX Group Inc.in group StoneX Group Inc.75,299$949K0.04%-58613F-HRTimelineGroup
Virtus Investment Advisers, LLCin group Virtus Investment Advisers, L…73,531$926K0.27%-9513F-HRTimelineGroup
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…63,667$802K<0.01%013F-HRTimelineGroup
Shaker Financial Services, LLC58,344$735K0.25%+10,28513F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.57,692$723K<0.01%+8,73513F-HRTimelineGroup
LANDSCAPE CAPITAL MANAGEMENT, L.L.C.in group LANDSCAPE CAPITAL MANAGEMENT,…54,439$686K0.04%-263,68513F-HRTimelineGroup
ROBINSON CAPITAL MANAGEMENT, LLC52,089$656K0.47%013F-HRTimeline
Rareview Capital LLC50,500$634K0.39%-121,34413F-HRTimeline
NewEdge Advisors, LLC49,756$627K<0.01%+2,23913F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC49,629$625K<0.01%+28,97913F-HRTimelineGroup
Baird Financial Group, Inc.in group Baird Financial Group, Inc.48,336$609K<0.01%+7,10013F-HRTimelineGroup
Carnegie Lake Advisors LLC47,924$604K0.23%-40013F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC47,572$599K<0.01%+1,35813F-HRTimelineGroup
Bramshill Investments, LLC47,126$594K0.04%-1,11813F-HRTimeline
Strategic Advocates LLC46,242$583K0.15%-36,22313F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…43,501$539K<0.01%+3313F-HRTimeline
Arax Advisory Partners39,545$498K0.01%+38,94513F-HRTimeline
COMERICA BANK39,503$498K<0.01%+5713F-HRTimeline
Aviance Capital Partners, LLC37,839$477K0.06%+2,11613F-HRTimeline
COHEN & STEERS, INC.in group COHEN & STEERS, INC.37,779$476K<0.01%013F-HRTimelineGroup
WEDBUSH SECURITIES INC35,836$452K0.01%-1,43313F-HRTimeline
Uncommon Cents Investing LLC33,385$421K0.1%-54913F-HRTimeline
STEPHENS INC /AR/in group Stephens Investment Managemen…31,643$399K0.01%+2213F-HRTimelineGroup
Vanguard Capital Wealth Advisors30,000$378K0.3%013F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Corient Private Wealth LPin group Corient Private Wealth LP30,000$378K<0.01%-84113F-HRTimelineGroup
Hennion & Walsh Asset Management, Inc.29,778$375K0.01%+5,78413F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP29,204$368K<0.01%-210,93613F-HRTimelineGroup
Atala Financial Inc23,270$293K0.18%013F-HRTimeline
WealthTrust Axiom LLC22,914$289K0.08%013F-HRTimeline
DAVENPORT & Co LLC21,708$274K<0.01%new13F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC17,521$221K<0.01%-12,42113F-HRTimeline
Apollon Wealth Management, LLCin group Apollon Wealth Management, LLC17,355$219K<0.01%+48913F-HRTimelineGroup
PFG Investments, LLC16,401$207K0.01%new13F-HRTimeline
Virtu Financial LLCin group Virtu Financial LLC16,138$203K0.01%new13F-HRTimelineGroup
Fortitude Advisory Group L.L.C.16,066$202K0.11%+3,56513F-HRTimeline
Cresset Asset Management, LLC15,938$201K<0.01%+2,10013F-HR/ATimeline
SeaCrest Wealth Management, LLC15,971$200K0.02%+25913F-HRTimeline
RIK SAYLOR FINANCIAL, INC.15,457$195K0.14%+1813F-HRTimeline
Verity Asset Management, Inc.15,436$194K0.06%+3,49913F-HRTimeline
HighTower Advisors, LLC14,388$181K<0.01%013F-HRTimeline
Concurrent Investment Advisors, LLCin group Concurrent Investment Advisor…13,934$176K<0.01%-2113F-HRTimelineGroup
Graves Light Lenhart Wealth, Inc.13,728$173K0.02%013F-HRTimeline
Gilman Hill Asset Management, LLC13,235$167K0.03%new13F-HRTimeline
Laird Norton Wetherby Wealth Management…12,996$164K0.01%013F-HRTimeline
Plotkin Financial Advisors, LLC12,938$163K0.08%013F-HRTimeline
Creative Planningin group Creative Planning12,155$153K<0.01%+29413F-HRTimelineGroup
1776 Wealth LLC11,944$150K0.06%-1,20013F-HRTimeline
Gator Capital Management, LLC11,902$150K0.04%-1,91813F-HRTimeline
Herold Advisors, Inc.11,874$150K0.03%+1,36913F-HRTimeline
OPPENHEIMER & CO INCin group OPPENHEIMER ASSET MANAGEMENT …11,781$148K<0.01%new13F-HRTimelineGroup
GILL CAPITAL PARTNERS, LLC11,752$148K0.05%-90313F-HRTimeline
UHLMANN PRICE SECURITIES, LLC11,715$148K0.09%+32913F-HRTimeline
Anfield Capital Management, LLCin group Anfield Capital Management, L…7,911$99.7K0.03%new13F-HRTimelineGroup
Atlantic Union Bankshares Corpin group Atlantic Union Bankshares Corp7,310$92.1K<0.01%-5,98613F-HRTimelineGroup
AdvisorNet Financial, Inc5,962$75.1K<0.01%+2,05713F-HRTimeline
US BANCORP \DE\in group US BANCORP \DE\5,076$64K<0.01%013F-HRTimelineGroup
BNP PARIBAS FINANCIAL MARKETSin group BNP PARIBAS FINANCIAL MARKETS1,884$23.7K<0.01%new13F-HRTimelineGroup
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…1,868$23.5K<0.01%+63313F-HRTimelineGroup
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP1,269$16K<0.01%-4113F-HRTimelineGroup
NFSG Corp1,250$15.8K<0.01%013F-HRTimeline
CoreCap Advisors, LLC1,022$12.9K<0.01%-3,41113F-HRTimeline
Sunbelt Securities, Inc.1,000$12.6K<0.01%new13F-HRTimeline
Global Wealth Strategies & Associates903$11.4K<0.01%new13F-HRTimeline
Future Financial Wealth Managment LLC750$9.45K0.01%013F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
HIGHLINE WEALTH PARTNERS LLC500$6.3K<0.01%new13F-HRTimeline
CWM, LLCin group CWM, LLC370$5K<0.01%+32413F-HRTimelineGroup
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO230$2.9K<0.01%013F-HR/ATimelineGroup
Steward Partners Investment Advisory, L…162$2.04K<0.01%013F-HRTimeline
WPG Advisers, LLC157$1.98K<0.01%+613F-HRTimeline
Mountain Hill Investment Partners Corp.148$1.87K<0.01%+413F-HRTimeline
TSFG, LLC67$1K<0.01%013F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC62$781<0.01%013F-HRTimelineGroup
Blue Trust, Inc.60$756<0.01%-1,44013F-HRTimeline
CITIGROUP INCin group CITIGROUP INC1$13<0.01%013F-HRTimelineGroup