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Disclosery

KIO KKR INCOME OPPORTUNITIES FD

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COM (fund), issuer CIK 1515940

94 managers (94 13F filers) reported a position in KIO shares at 2026-03-31, 10,433,288 shares in all. 14 filers opened a position and 13 filers sold out during the quarter.

Managers
94
13F filers
94
New
14
Added
26
Reduced
36
Sold out
13
Shares held by filers
10,433,288

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 2026

Filers in the available 13F reports with a share position at 2026-03-31, 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
MORGAN STANLEYin group MORGAN STANLEY2,745,407$30.2M<0.01%+769,15413F-HRTimelineGroup
Penserra Capital Management LLCin group Penserra Capital Management L…1,117,298$12.3M0.14%-89,52813F-HRTimelineGroup
GUGGENHEIM CAPITAL LLCin group GUGGENHEIM CAPITAL LLC793,562$8.73M0.07%+37,74813F-HRTimelineGroup
UBS Group AGin group UBS Group AG660,462$7.27M<0.01%+40,08813F-HRTimelineGroup
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN583,146$6.41M<0.01%+12,04213F-HR/ATimelineGroup
Janney Montgomery Scott LLC469,778$5.17M0.01%+19,28813F-HRTimeline
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/341,918$3.76M<0.01%+27,21513F-HRTimelineGroup
Shaker Financial Services, LLC315,638$3.47M1.21%+7,50913F-HRTimeline
Logan Stone Capital, LLC246,200$2.71M0.75%+78,00513F-HRTimeline
LPL Financial LLC212,945$2.34M<0.01%+94,37313F-HRTimeline
Rareview Capital LLC180,612$2.27M1.33%+30,80313F-HRTimeline
Karpus Management, Inc.168,693$1.86M0.06%-6,69513F-HRTimeline
Invesco Ltd.in group Invesco Ltd.153,124$1.68M<0.01%+34,57513F-HRTimelineGroup
Significant Wealth Partners LLC141,149$1.55M1.91%new13F-HRTimeline
Capital Investment Advisors, LLC140,325$1.54M0.02%-2,72813F-HR/ATimeline
Kovack Advisors, Inc.135,026$1.48M0.08%-22,85713F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC116,691$1.28M<0.01%-4,40813F-HRTimelineGroup
Cambridge Investment Research Advisors,…111,203$1.22M<0.01%-66713F-HRTimeline
Joseph P. Lucia & Associates, LLC99,034$1.09M0.39%-6,38313F-HRTimeline
Cetera Investment Advisers96,405$1.06M<0.01%+4,56513F-HRTimeline
COHEN & STEERS, INC.in group COHEN & STEERS, INC.87,779$966K<0.01%+50,00013F-HRTimelineGroup
Baird Financial Group, Inc.in group Baird Financial Group, Inc.83,144$915K<0.01%-7,09413F-HRTimelineGroup
SIT INVESTMENT ASSOCIATES INCin group SIT INVESTMENT ASSOCIATES INC80,300$883K0.02%-207,73813F-HRTimelineGroup
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA76,943$846K<0.01%-41,96613F-HRTimelineGroup
Balyasny Asset Management L.P.in group Balyasny Asset Management76,042$836K<0.01%-226,95813F-HRTimelineGroup
WOLVERINE ASSET MANAGEMENT LLCin group WOLVERINE ASSET MANAGEMENT LLC75,056$826K0.01%+4,11413F-HRTimelineGroup
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…65,910$725K<0.01%+2,24313F-HRTimelineGroup
ROBINSON CAPITAL MANAGEMENT, LLC52,154$590K0.26%013F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC51,222$563K<0.01%+2,81513F-HRTimelineGroup
Virtus Investment Advisers, LLCin group Virtus Investment Advisers, L…48,573$534K0.15%-7,83613F-HRTimelineGroup
NewEdge Advisors, LLC48,470$533K<0.01%-1,04413F-HR/ATimeline
Bramshill Investments, LLC47,137$519K0.04%-29913F-HRTimeline
PFG Investments, LLC44,264$487K0.02%new13F-HRTimeline
Carnegie Lake Advisors LLC43,124$474K0.19%-50013F-HRTimeline
WEDBUSH SECURITIES INC43,103$474K0.01%-78813F-HRTimeline
Aviance Capital Partners, LLC39,986$440K0.05%+48713F-HRTimeline
FIFTH THIRD BANCORPin group FIFTH THIRD BANK, NATIONAL AS…39,792$438K<0.01%new13F-HRTimelineGroup
STEPHENS INC /AR/in group Stephens Investment Managemen…36,695$404K0.01%+2713F-HRTimelineGroup
Uncommon Cents Investing LLC33,085$364K0.08%-30013F-HRTimeline
Hennion & Walsh Asset Management, Inc.27,840$306K0.01%-1,45213F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.25,964$286K<0.01%-9,52413F-HRTimelineGroup
Total Wealth Planning & Management, Inc.25,654$282K0.22%new13F-HRTimeline
Equitable Holdings, Inc.in group Equitable Holdings, Inc.21,453$249K<0.01%new13F-HRTimelineGroup
WealthTrust Axiom LLC21,953$241K0.06%-24513F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…20,853$226K<0.01%-22,09513F-HRTimeline
Apollon Wealth Management, LLCin group Apollon Wealth Management, LLC19,629$216K<0.01%013F-HRTimelineGroup
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP18,103$199K<0.01%013F-HRTimelineGroup
COMMONWEALTH EQUITY SERVICES, LLC17,629$194K<0.01%-7913F-HRTimeline
Fortitude Advisory Group L.L.C.16,066$177K0.08%013F-HRTimeline
Cresset Asset Management, LLC15,938$175K<0.01%013F-HRTimeline
RIK SAYLOR FINANCIAL, INC.15,832$174K0.13%+20713F-HRTimeline
SeaCrest Wealth Management, LLC15,307$168K0.02%-1,07113F-HRTimeline
NOMURA HOLDINGS INCin group NOMURA ASSET MANAGEMENT CO LTD15,000$165K<0.01%new13F-HRTimelineGroup
BlackRock, Inc.in group BlackRock, Inc.13,879$153K<0.01%+22513F-HRTimelineGroup
Graves Light Lenhart Wealth, Inc.13,728$151K0.02%013F-HRTimeline
Concurrent Investment Advisors, LLCin group Concurrent Investment Advisor…13,464$148K<0.01%-56513F-HRTimelineGroup
COOPER/HAIMS ADVISORS, LLC13,306$146K0.07%new13F-HRTimeline
Plotkin Financial Advisors, LLC12,938$142K0.07%new13F-HRTimeline
HighTower Advisors, LLC12,742$140K<0.01%013F-HRTimeline
UHLMANN PRICE SECURITIES, LLC12,473$137K0.01%+39413F-HRTimeline
Herold Advisors, Inc.12,018$132K0.03%+14113F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC11,764$129K<0.01%-98,01813F-HRTimelineGroup
GILL CAPITAL PARTNERS, LLC11,125$122K0.04%-18513F-HRTimeline
Gator Capital Management, LLC11,102$122K0.03%013F-HRTimeline
Integrity Advisory Solutions, LLC10,344$114K0.02%new13F-HRTimeline
Allspring Global Investments Holdings, …in group Allspring Global Investments …10,162$112K<0.01%new13F-HRTimelineGroup
OPPENHEIMER & CO INCin group OPPENHEIMER ASSET MANAGEMENT …10,090$111K<0.01%-87413F-HRTimelineGroup
B. Riley Wealth Advisors, Inc.10,090$108K0.01%-48613F-HRTimeline
Anfield Capital Management, LLCin group Anfield Capital Management, L…7,911$87K0.02%013F-HRTimelineGroup
Blue Trust, Inc.6,285$69.1K<0.01%-6013F-HRTimeline
AdvisorNet Financial, Inc5,372$59.1K<0.01%-1,08313F-HRTimeline
US BANCORP \DE\in group US BANCORP \DE\5,076$55.8K<0.01%013F-HRTimelineGroup
Arax Advisory Partners5,000$55K<0.01%-32,47713F-HRTimeline
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…2,971$32.7K<0.01%013F-HR/ATimelineGroup
HARBOUR INVESTMENTS, INC.2,753$30.3K<0.01%new13F-HRTimeline
BNP PARIBAS FINANCIAL MARKETSin group BNP PARIBAS FINANCIAL MARKETS2,198$24.2K<0.01%013F-HRTimelineGroup
Atlantic Union Bankshares Corpin group Atlantic Union Bankshares Corp1,305$14.4K<0.01%-1,10213F-HRTimelineGroup
Pinnacle Wealth Planning Services, Inc.1,083$11.9K<0.01%+32013F-HRTimeline
Global Wealth Strategies & Associates903$9.93K<0.01%013F-HRTimeline
Corient Private Wealth LPin group Corient Private Wealth LP30,841$9.58K<0.01%013F-HRTimelineGroup
Noble Wealth Management PBC800$8.8K<0.01%new13F-HRTimeline
CWM, LLCin group CWM, LLC680$7.48K<0.01%+713F-HRTimelineGroup
WPG Advisers, LLC422$4.64K<0.01%+23713F-HRTimeline
CoreCap Advisors, LLC406$4.47K<0.01%-36913F-HRTimeline
Osbon Capital Management LLC308$3.39K<0.01%new13F-HRTimeline
HIGHLINE WEALTH PARTNERS LLC250$2.75K<0.01%-25013F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO230$2.45K<0.01%013F-HR/ATimelineGroup
Steward Partners Investment Advisory, L…162$1.78K<0.01%013F-HRTimeline
Mountain Hill Investment Partners Corp.158$1.74K<0.01%+513F-HRTimeline
Strategic Advocates LLC135$1.49K0.01%-38,71213F-HRTimeline
WHITTIER TRUST CO OF NEVADA INC114$1.25K<0.01%new13F-HRTimeline
TSFG, LLC67$1K<0.01%013F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC16$176<0.01%-4613F-HRTimelineGroup
CITIGROUP INCin group CITIGROUP INC1$11<0.01%013F-HRTimelineGroup