Who Owns KKR INCOME OPPORTUNITIES FD (KIO)? -- Institutional Holders (2026-06-30)

103 institutions reported holding $118.4M of KKR INCOME OPPORTUNITIES FD (KIO) in SEC 13F filings for 2026-06-30. Largest institutional holders: MORGAN STANLEY ($33.7M), Penserra Capital Management LLC ($13.1M), GUGGENHEIM CAPITAL LLC ($9.6M), UBS Group AG ($7.3M), WELLS FARGO & COMPANY/MN ($6.2M). Source: SEC Form 13F.

RankInstitutionValueSharesChange
1MORGAN STANLEY$33.7M3.0MAdded
2Penserra Capital Management LLC$13.1M1.2MAdded
3GUGGENHEIM CAPITAL LLC$9.6M851,503Added
4UBS Group AG$7.3M646,653Trimmed
5WELLS FARGO & COMPANY/MN$6.2M548,460Trimmed
6Janney Montgomery Scott LLC$6.0M536,534Added
7BANK OF AMERICA CORP /DE/$3.9M348,013Added
8Rareview Capital LLC$2.5M198,863Added
9Kovack Advisors, Inc.$2.5M216,679Added
10LPL Financial LLC$2.4M217,250Added
11Shaker Financial Services, LLC$2.0M175,575Trimmed
12Karpus Management, Inc.$1.8M162,934Trimmed
13Significant Wealth Partners LLC$1.6M143,556Added
14Capital Investment Advisors, LLC$1.5M135,975Trimmed
15Invesco Ltd.$1.4M125,904Trimmed
16RAYMOND JAMES FINANCIAL INC$1.3M114,454Trimmed
17Cambridge Investment Research Advisors, Inc.$1.3M114,389Added
18J.W. COLE ADVISORS, INC.$1.1M101,737New
19Cetera Investment Advisers$1.1M100,812Added
20Joseph P. Lucia & Associates, LLC$1.1M100,022Added
21COHEN & STEERS, INC.$988,00087,779Hold
22SIT INVESTMENT ASSOCIATES INC$904,00080,300Hold
23Baird Financial Group, Inc.$891,22979,150Trimmed
24Royal Bank of Canada$859,00076,286Trimmed
25Advisors Asset Management, Inc.$830,78573,782New

Source: SEC Form 13F filings · as of 2026-06-30