DOSSIER · 13F Holders · Q2 2026
KIO

KKR INCOME OPPORTUNITIES FD

98 institutions still hold KKR INCOME OPPORTUNITIES FD as of Q2 2026. Tracked across SEC 13F-HR filings, with insider and 13D/G activity surfaced alongside.

CUSIP 48249T106·98 13F holders·last filed Jun 30, 2026
Market cap
13F value held
$101M
visible holders
Holders
98
filers reporting
Concentration
33.51%
MORGAN STANLEY #1
top holder share
AI Holders Summary · Q2 2026

98 institutions reported KIO in Q2 2026. MORGAN STANLEY leads at 33.5% of the visible book.

Top holders

Sorted by position value. Source: SEC EDGAR 13F-HR filings.

#HolderValueShares% port.Quarter
01
MORGAN STANLEY
CIK 0000895421
$34M3.0M0.00%Q2 2026
02
Penserra Capital Management LLC
CIK 0001593324
$12M1.1M0.14%Q1 2026
03
GUGGENHEIM CAPITAL LLC
CIK 0001283072
$10M852K0.06%Q2 2026
04
UBS Group AG
CIK 0001610520
$7M647K0.00%Q2 2026
05
WELLS FARGO & COMPANY/MN
CIK 0000072971
$6M548K0.00%Q2 2026
06
Janney Montgomery Scott LLC
CIK 0001329948
$5M470K0.01%Q1 2026
07
BANK OF AMERICA CORP /DE/
CIK 0000070858
$4M348K0.00%Q2 2026
08
Rareview Capital LLC
CIK 0002044533
$2M199K1.40%Q2 2026
09
Kovack Advisors, Inc.
CIK 0001728321
$2M217K0.12%Q2 2026
10
LPL Financial LLC
CIK 0001403438
$2M217K0.00%Q2 2026
11
Shaker Financial Services, LLC
CIK 0001511794
$2M176K0.62%Q2 2026
12
Logan Stone Capital, LLC
CIK 0001535521
$2M168K0.48%Q4 2025
13
Karpus Management, Inc.
CIK 0001048703
$2M169K0.06%Q1 2026
14
Significant Wealth Partners LLC
CIK 0001964680
$2M144K1.75%Q2 2026
15
Capital Investment Advisors, LLC
CIK 0001582732
$2M136K0.02%Q2 2026
16
Invesco Ltd.
CIK 0000914208
$1M126K0.00%Q2 2026
17
RAYMOND JAMES FINANCIAL INC
CIK 0000720005
$1M114K0.00%Q2 2026
18
Cambridge Investment Research Advisors, Inc.
CIK 0001419186
$1M111K0.00%Q1 2026
19
J.W. COLE ADVISORS, INC.
CIK 0001404763
$1M102K0.02%Q2 2026
20
Cetera Investment Advisers
CIK 0001666741
$1M101K0.00%Q2 2026
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Insiders at KKR INCOME OPPORTUNITIES FD
Takao JustinCahill Michael ELane Jeremiah SSheldon Christopher ADonohoe Suzanne