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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 2025-12-31, 10,276,694 shares in all. 14 filers opened a position and 13 filers sold out during the quarter.

Managers
95
13F filers
95
New
14
Added
37
Reduced
28
Sold out
13
Shares held by filers
10,276,694

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 2025

Filers in the available 13F reports with a share position at 2025-12-31, 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 STANLEY1,976,253$22.9M<0.01%+263,67113F-HR/ATimelineGroup
Penserra Capital Management LLCin group Penserra Capital Management L…1,206,826$14M0.17%+82,68713F-HRTimelineGroup
GUGGENHEIM CAPITAL LLCin group GUGGENHEIM CAPITAL LLC755,814$8.76M0.06%+37,86013F-HRTimelineGroup
UBS Group AGin group UBS Group AG620,374$7.19M<0.01%+48,25513F-HRTimelineGroup
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN571,104$6.62M<0.01%+40,46313F-HRTimelineGroup
Janney Montgomery Scott LLC450,490$5.22M0.01%+5,12813F-HRTimeline
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/314,703$3.65M<0.01%+12,18613F-HRTimelineGroup
Shaker Financial Services, LLC308,129$3.57M1.13%+249,78513F-HRTimeline
Balyasny Asset Management L.P.in group Balyasny Asset Management303,000$3.51M0.01%new13F-HRTimelineGroup
SIT INVESTMENT ASSOCIATES INCin group SIT INVESTMENT ASSOCIATES INC288,038$3.34M0.07%-781,26413F-HRTimelineGroup
Karpus Management, Inc.175,388$2.03M0.06%-26,53213F-HR/ATimeline
Logan Stone Capital, LLC168,195$1.95M0.48%new13F-HRTimeline
Rareview Capital LLC149,809$1.88M1.22%+99,30913F-HRTimeline
Kovack Advisors, Inc.157,883$1.83M0.09%+47,76813F-HR/ATimeline
Capital Investment Advisors, LLC143,053$1.66M0.03%-9,64913F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC121,099$1.4M<0.01%-10,83713F-HRTimelineGroup
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA118,909$1.38M<0.01%-408,09313F-HRTimelineGroup
LPL Financial LLC118,572$1.37M<0.01%-24,77913F-HRTimeline
Invesco Ltd.in group Invesco Ltd.118,549$1.37M<0.01%-11,85813F-HRTimelineGroup
Cambridge Investment Research Advisors,…111,870$1.3M<0.01%-28,96413F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC109,782$1.27M<0.01%+60,15313F-HRTimelineGroup
Joseph P. Lucia & Associates, LLC105,417$1.22M0.44%-6,29513F-HRTimeline
J.W. COLE ADVISORS, INC.101,635$1.18M0.03%+3,18713F-HRTimeline
Cetera Investment Advisers91,840$1.06M<0.01%+13,56713F-HRTimeline
RIVERNORTH CAPITAL MANAGEMENT, LLC91,534$1.06M0.05%new13F-HRTimeline
Baird Financial Group, Inc.in group Baird Financial Group, Inc.90,238$1.05M<0.01%+41,90213F-HRTimelineGroup
StoneX Group Inc.in group StoneX Group Inc.73,355$850K0.04%-1,94413F-HRTimelineGroup
WOLVERINE ASSET MANAGEMENT LLCin group WOLVERINE ASSET MANAGEMENT LLC70,942$822K0.01%new13F-HRTimelineGroup
LANDSCAPE CAPITAL MANAGEMENT, L.L.C.in group LANDSCAPE CAPITAL MANAGEMENT,…65,131$755K0.05%+10,69213F-HRTimelineGroup
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…63,667$738K<0.01%013F-HR/ATimelineGroup
Advisors Asset Management, Inc.63,610$737K0.01%-112,63613F-HR/ATimeline
Virtus Investment Advisers, LLCin group Virtus Investment Advisers, L…56,409$654K0.18%-17,12213F-HRTimelineGroup
ROBINSON CAPITAL MANAGEMENT, LLC52,154$604K0.25%+6513F-HRTimeline
NewEdge Advisors, LLC49,514$574K<0.01%-24213F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC48,407$561K<0.01%+83513F-HRTimelineGroup
Bramshill Investments, LLC47,436$550K0.03%+31013F-HRTimeline
TrueMark Investments, LLCin group TrueMark Investments, LLC45,255$525K0.1%new13F-HRTimelineGroup
WEDBUSH SECURITIES INC43,891$509K0.01%+8,05513F-HRTimeline
Carnegie Lake Advisors LLC43,624$506K0.19%-4,30013F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…42,948$500K<0.01%-55313F-HRTimeline
COMERICA BANK39,715$460K<0.01%+21213F-HRTimeline
Aviance Capital Partners, LLC39,499$458K0.05%+1,66013F-HRTimeline
Strategic Advocates LLC38,847$451K0.12%-7,39513F-HRTimeline
COHEN & STEERS, INC.in group COHEN & STEERS, INC.37,779$438K<0.01%013F-HRTimelineGroup
Arax Advisory Partners37,477$434K0.01%-2,06813F-HRTimeline
STEPHENS INC /AR/in group Stephens Investment Managemen…36,668$425K0.01%+5,02513F-HRTimelineGroup
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.35,488$411K<0.01%-22,20413F-HRTimelineGroup
Uncommon Cents Investing LLC33,385$387K0.09%013F-HRTimeline
Corient Private Wealth LPin group Corient Private Wealth LP30,841$357K<0.01%+84113F-HR/ATimelineGroup
Hennion & Walsh Asset Management, Inc.29,292$339K0.01%-48613F-HRTimeline
WealthTrust Axiom LLC22,198$257K0.07%-71613F-HRTimeline
Apollon Wealth Management, LLCin group Apollon Wealth Management, LLC19,629$227K<0.01%+2,27413F-HRTimelineGroup
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP18,103$210K<0.01%-11,10113F-HRTimelineGroup
COMMONWEALTH EQUITY SERVICES, LLC17,708$205K<0.01%+18713F-HRTimeline
HRT FINANCIAL LP16,788$194K<0.01%new13F-HRTimeline
SeaCrest Wealth Management, LLC16,378$191K0.02%+40713F-HRTimeline
Fortitude Advisory Group L.L.C.16,066$186K0.08%013F-HRTimeline
Cresset Asset Management, LLC15,938$185K<0.01%013F-HRTimeline
Virtu Financial LLCin group Virtu Financial LLC15,894$184K0.01%-24413F-HRTimelineGroup
RIK SAYLOR FINANCIAL, INC.15,625$181K0.13%+16813F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC14,703$170K<0.01%new13F-HRTimelineGroup
Concurrent Investment Advisors, LLCin group Concurrent Investment Advisor…14,029$163K<0.01%+9513F-HRTimelineGroup
Graves Light Lenhart Wealth, Inc.13,728$159K0.02%013F-HRTimeline
XTX Topco Ltdin group XTX Topco Ltd13,701$159K<0.01%new13F-HRTimelineGroup
BlackRock, Inc.in group BlackRock, Inc.13,654$158K<0.01%new13F-HRTimelineGroup
HighTower Advisors, LLC12,742$148K<0.01%-1,64613F-HRTimeline
UHLMANN PRICE SECURITIES, LLC12,079$140K0.08%+36413F-HRTimeline
Herold Advisors, Inc.11,877$138K0.03%+313F-HRTimeline
GILL CAPITAL PARTNERS, LLC11,310$131K0.04%-44213F-HRTimeline
Gator Capital Management, LLC11,102$129K0.03%-80013F-HRTimeline
OPPENHEIMER & CO INCin group OPPENHEIMER ASSET MANAGEMENT …10,964$127K<0.01%-81713F-HRTimelineGroup
B. Riley Wealth Advisors, Inc.10,576$123K0.01%new13F-HRTimeline
Marex Group Ltdin group Marex Group Ltd10,102$117K<0.01%new13F-HRTimelineGroup
Anfield Capital Management, LLCin group Anfield Capital Management, L…7,911$91.7K0.03%013F-HRTimelineGroup
Kestra Advisory Services, LLCin group Kestra Advisory Services, LLC7,579$87.8K<0.01%new13F-HRTimelineGroup
AdvisorNet Financial, Inc6,455$74.8K<0.01%+49313F-HRTimeline
Blue Trust, Inc.6,345$73.5K<0.01%+6,28513F-HRTimeline
US BANCORP \DE\in group US BANCORP \DE\5,076$58.8K<0.01%013F-HRTimelineGroup
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…2,971$34.4K<0.01%+1,10313F-HRTimelineGroup
Atlantic Union Bankshares Corpin group Atlantic Union Bankshares Corp2,407$27.9K<0.01%-4,90313F-HRTimelineGroup
BNP PARIBAS FINANCIAL MARKETSin group BNP PARIBAS FINANCIAL MARKETS2,198$25.5K<0.01%+31413F-HRTimelineGroup
Global Retirement Partners, LLC1,546$17.9K<0.01%new13F-HRTimeline
Sunbelt Securities, Inc.1,000$11.6K<0.01%013F-HRTimeline
Global Wealth Strategies & Associates903$10.5K<0.01%013F-HRTimeline
CoreCap Advisors, LLC775$8.98K<0.01%-24713F-HRTimeline
Pinnacle Wealth Planning Services, Inc.763$8.84K<0.01%new13F-HRTimeline
CWM, LLCin group CWM, LLC673$8K<0.01%+30313F-HRTimelineGroup
HIGHLINE WEALTH PARTNERS LLC500$5.79K<0.01%013F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO230$2.67K<0.01%013F-HRTimelineGroup
WPG Advisers, LLC185$2.14K<0.01%+2813F-HRTimeline
Steward Partners Investment Advisory, L…162$1.88K<0.01%013F-HRTimeline
Mountain Hill Investment Partners Corp.153$1.77K<0.01%+513F-HRTimeline
TSFG, LLC67$1K<0.01%013F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC62$719<0.01%013F-HRTimelineGroup
CITIGROUP INCin group CITIGROUP INC1$12<0.01%013F-HRTimelineGroup