KKR Income Opportunities Fund (KIO) — Institutional Holders, Q2 2026
90 institutional investment managers reported a KIO position on SEC Form 13F-HR for the quarter ended June 30, 2026, with a combined reported value of $118.9M. Every filer is listed below, ranked by position value. Put and call option positions are excluded, and a firm filing several lots or share classes is shown once with its total.
KIO in Q2 2026: what funds did
Funds that filed a 13F for both Q1 2026 and Q2 2026, by what they did with the common stock. Share counts are adjusted for any split between the two quarters; dollar figures are the change in shares at this quarter’s price.
Biggest buyers
- MORGAN STANLEYAdded · +251,322 sh+$2.8M
- J.W. COLE ADVISORSNew · +101,737 sh+$1.1M
- Kovack AdvisorsAdded · +81,653 sh+$919.4K
- Advisors Asset ManagementNew · +73,782 sh+$830.8K
- Janney Montgomery ScottAdded · +66,756 sh+$751.7K
Biggest sellers
- Logan Stone CapitalSold out · -246,200 sh-$2.8M
- Shaker Financial ServicesTrimmed · -140,063 sh-$1.6M
- BALYASNY ASSET MANAGEMENT L.P.Sold out · -76,042 sh-$856.2K
- WOLVERINE ASSET MANAGEMENTSold out · -75,056 sh-$845.1K
- WELLS FARGO & COMPANYTrimmed · -34,686 sh-$390.6K
KIO 13F holders ranked 1–90 of 90
| # | Institution | Shares | Value | % of portfolio | QoQShares vs Q1 2026 |
|---|---|---|---|---|---|
| 1 | MORGAN STANLEY#1 · 2,996,729 sh | 2,996,729 | $33.7M | <0.01% | +9.2% |
| 2 | Penserra Capital Management#2 · 1,161,643 sh | 1,161,643 | $13.1M | 0.10% | +4.0% |
| 3 | GUGGENHEIM CAPITAL#3 · 851,503 sh | 851,503 | $9.6M | 0.06% | +7.3% |
| 4 | UBS Group AG#4 · 646,653 sh | 646,653 | $7.3M | <0.01% | -2.1% |
| 5 | WELLS FARGO & COMPANY#5 · 548,460 sh | 548,460 | $6.2M | <0.01% | -5.9% |
| 6 | Janney Montgomery Scott#6 · 536,534 sh | 536,534 | $6.0M | 0.01% | +14.2% |
| 7 | BANK OF AMERICA#7 · 348,013 sh | 348,013 | $3.9M | <0.01% | +1.8% |
| 8 | Rareview Capital#8 · 198,863 sh | 198,863 | $2.5M | 1.40% | +10.1% |
| 9 | Kovack Advisors#9 · 216,679 sh | 216,679 | $2.5M | 0.12% | +60.5% |
| 10 | LPL Financial#10 · 217,250 sh | 217,250 | $2.4M | <0.01% | +2.0% |
| 11 | Shaker Financial Services#11 · 175,575 sh | 175,575 | $2.0M | — | -44.4% |
| 12 | Karpus Management#12 · 162,934 sh | 162,934 | $1.8M | 0.05% | -3.4% |
| 13 | Significant Wealth Partners#13 · 143,556 sh | 143,556 | $1.6M | 1.75% | +1.7% |
| 14 | Capital Investment Advisors#14 · 135,975 sh | 135,975 | $1.5M | — | -3.1% |
| 15 | Invesco Ltd.#15 · 125,904 sh | 125,904 | $1.4M | <0.01% | -17.8% |
| 16 | RAYMOND JAMES FINANCIAL#16 · 114,454 sh | 114,454 | $1.3M | <0.01% | -1.9% |
| 17 | Cambridge Investment Research Advisors#17 · 114,389 sh | 114,389 | $1.3M | <0.01% | +2.9% |
| 18 | J.W. COLE ADVISORS#18 · 101,737 sh | 101,737 | $1.1M | 0.02% | New |
| 19 | Cetera Investment Advisers#19 · 100,812 sh | 100,812 | $1.1M | <0.01% | +4.6% |
| 20 | Joseph P. Lucia & Associates#20 · 100,022 sh | 100,022 | $1.1M | 0.34% | +1.0% |
| 21 | COHEN & STEERS#21 · 87,779 sh | 87,779 | $988.0K | <0.01% | 0.0% |
| 22 | SIT INVESTMENT ASSOCIATES#22 · 80,300 sh | 80,300 | $904.0K | 0.02% | 0.0% |
| 23 | Baird Financial Group#23 · 79,150 sh | 79,150 | $891.2K | <0.01% | -4.8% |
| 24 | ROYAL BANK OF CANADA#24 · 76,286 sh | 76,286 | $859.0K | <0.01% | -0.9% |
| 25 | Advisors Asset Management#25 · 73,782 sh | 73,782 | $830.8K | 0.01% | New |
| 26 | WEDBUSH SECURITIES#26 · 61,574 sh | 61,574 | $693.0K | — | +42.9% |
| 27 | Rockefeller Capital Management L.P.#27 · 57,913 sh | 57,913 | $652.1K | <0.01% | -12.1% |
| 28 | Equitable#28 · 57,230 sh | 57,230 | $644.4K | <0.01% | +166.8% |
| 29 | ROBINSON CAPITAL MANAGEMENT#29 · 52,154 sh | 52,154 | $587.3K | 0.26% | 0.0% |
| 30 | Bramshill Investments#30 · 47,659 sh | 47,659 | $536.6K | 0.04% | +1.1% |
| 31 | NewEdge Advisors#31 · 47,370 sh | 47,370 | $533.4K | <0.01% | New |
| 32 | ENVESTNET ASSET MANAGEMENT#32 · 45,520 sh | 45,520 | $512.6K | <0.01% | -11.1% |
| 33 | PFG Investments#33 · 43,469 sh | 43,469 | $489.5K | 0.02% | -1.8% |
| 34 | Carnegie Lake Advisors#34 · 42,874 sh | 42,874 | $482.8K | 0.18% | -0.6% |
| 35 | Aviance Capital Partners#35 · 41,051 sh | 41,051 | $462.2K | 0.05% | +2.7% |
| 36 | SRS Capital Advisors#36 · 40,333 sh | 40,333 | $454.1K | <0.01% | +706.7% |
| 37 | FIFTH THIRD BANCORP#37 · 39,900 sh | 39,900 | $449.3K | <0.01% | +0.3% |
| 38 | Virtus Investment Advisers#38 · 38,341 sh | 38,341 | $431.7K | 0.10% | -21.1% |
| 39 | STEPHENS#39 · 36,723 sh | 36,723 | $413.5K | <0.01% | +0.1% |
| 40 | Uncommon Cents Investing#40 · 32,785 sh | 32,785 | $369.2K | — | -0.9% |
| 41 | OSAIC#41 · 30,368 sh | 30,368 | $342.0K | <0.01% | +17.0% |
| 42 | Total Wealth Planning & Management#42 · 29,238 sh | 29,238 | $329.2K | — | +14.0% |
| 43 | XTX Topco Ltd#43 · 26,857 sh | 26,857 | $302.4K | <0.01% | New |
| 44 | Sanctuary Advisors#44 · 22,813 sh | 22,813 | $256.9K | <0.01% | New |
| 45 | GILL CAPITAL PARTNERS#45 · 22,036 sh | 22,036 | $248.1K | — | +98.1% |
| 46 | WealthTrust Axiom#46 · 20,889 sh | 20,889 | $235.2K | 0.05% | -4.8% |
| 47 | WEALTH ENHANCEMENT ADVISORY SERVICES#47 · 20,040 sh | 20,040 | $227.5K | — | -3.9% |
| 48 | Apollon Wealth Management#48 · 19,629 sh | 19,629 | $221.0K | — | 0.0% |
| 49 | STIFEL FINANCIAL#49 · 17,793 sh | 17,793 | $200.3K | <0.01% | -1.7% |
| 50 | Fortitude Advisory Group L.L.C.#50 · 16,066 sh | 16,066 | $180.9K | — | 0.0% |
| 51 | RIK SAYLOR FINANCIAL#51 · 15,785 sh | 15,785 | $177.7K | 0.12% | -0.3% |
| 52 | SeaCrest Wealth Management#52 · 15,682 sh | 15,682 | $176.6K | — | +2.4% |
| 53 | Herold Advisors#53 · 14,440 sh | 14,440 | $163.0K | — | +20.2% |
| 54 | Hennion & Walsh Asset Management#54 · 13,992 sh | 13,992 | $157.6K | — | -49.7% |
| 55 | Graves-Light Private Wealth Management#55 · 13,728 sh | 13,728 | $154.6K | — | 0.0% |
| 56 | BlackRock#56 · 13,654 sh | 13,654 | $153.8K | 0.00% | -1.6% |
| 57 | Concurrent Investment Advisors#57 · 13,464 sh | 13,464 | $151.6K | — | 0.0% |
| 58 | Plotkin Financial Advisors#58 · 12,938 sh | 12,938 | $145.7K | 0.06% | 0.0% |
| 59 | UHLMANN PRICE SECURITIES#59 · 12,877 sh | 12,877 | $145.0K | <0.01% | +3.2% |
| 60 | HighTower Advisors#60 · 12,242 sh | 12,242 | $137.8K | <0.01% | -3.9% |
| 61 | Corient Private Wealth#61 · 12,206 sh | 12,206 | $137.4K | <0.01% | -60.4% |
| 62 | Creative Planning#62 · 11,306 sh | 11,306 | $127.3K | <0.01% | New |
| 63 | Gator Capital Management#63 · 11,102 sh | 11,102 | $125.0K | 0.03% | 0.0% |
| 64 | CoreCap Advisors#64 · 10,520 sh | 10,520 | $118.5K | — | +2491.1% |
| 65 | B. Riley Wealth Advisors#65 · 10,148 sh | 10,148 | $114.6K | — | +0.6% |
| 66 | BESSEMER GROUP#66 · 6,000 sh | 6,000 | $68.0K | <0.01% | New |
| 67 | AdvisorNet Financial#67 · 5,372 sh | 5,372 | $60.5K | — | 0.0% |
| 68 | US BANCORP \DE\#68 · 5,076 sh | 5,076 | $57.2K | <0.01% | 0.0% |
| 69 | Global Retirement Partners#69 · 3,769 sh | 3,769 | $42.4K | <0.01% | — |
| 70 | EverSource Wealth Advisors#70 · 2,971 sh | 2,971 | $33.5K | <0.01% | New |
| 71 | HARBOUR INVESTMENTS#71 · 2,753 sh | 2,753 | $31.0K | <0.01% | 0.0% |
| 72 | BNP PARIBAS FINANCIAL MARKETS#72 · 1,504 sh | 1,504 | $16.9K | 0.00% | -31.6% |
| 73 | Pinnacle Wealth Planning Services#73 · 1,361 sh | 1,361 | $15.3K | — | +25.7% |
| 74 | Union Bankshares#74 · 1,305 sh | 1,305 | $14.7K | <0.01% | 0.0% |
| 75 | Noble Wealth Management PBC#75 · 800 sh | 800 | $9.0K | — | 0.0% |
| 76 | Osbon Capital Management#76 · 574 sh | 574 | $6.5K | <0.01% | +86.4% |
| 77 | WPG Advisers#77 · 541 sh | 541 | $6.1K | — | +28.2% |
| 78 | Ameritas Advisory Services#78 · 371 sh | 371 | $4.2K | <0.01% | New |
| 79 | HIGHLINE WEALTH PARTNERS#79 · 250 sh | 250 | $2.8K | — | 0.0% |
| 80 | JPMORGAN CHASE#80 · 230 sh | 230 | $2.6K | 0.00% | 0.0% |
| 81 | COMPASS FINANCIAL MANAGEMENT#81 · 205 sh | 205 | $2.3K | <0.01% | — |
| 82 | Mountain Hill Investment Partners#82 · 163 sh | 163 | $1.8K | — | +3.2% |
| 83 | Steward Partners Investment Advisory#83 · 162 sh | 162 | $1.8K | 0.00% | 0.0% |
| 84 | Strategic Advocates#84 · 135 sh | 135 | $1.5K | <0.01% | 0.0% |
| 85 | WHITTIER OF NEVADA#85 · 114 sh | 114 | $1.3K | 0.00% | 0.0% |
| 86 | JFS WEALTH ADVISORS#86 · 93 sh | 93 | $1.0K | <0.01% | New |
| 87 | TSFG#87 · 67 sh | 67 | $1.0K | — | 0.0% |
| 88 | Tower Research Capital (TRC)#88 · 41 sh | 41 | $462.00 | 0.00% | New |
| 89 | ASSETMARK#89 · 16 sh | 16 | $180.00 | — | 0.0% |
| 90 | CITIGROUP#90 · 1 sh | 1 | $11.00 | 0.00% | 0.0% |
Funds that sold out of KIO in Q2 2026 (13)
Held KIO at the end of Q1 2026 and filed a Q2 2026 13F without it. Not in the list above, because they no longer hold it. Largest prior position first.
| Institution | Shares sold | Value in Q1 2026 |
|---|---|---|
| Logan Stone Capital246,200 sh | 246,200 | $2.7M |
| BALYASNY ASSET MANAGEMENT L.P.76,042 sh | 76,042 | $836.5K |
| WOLVERINE ASSET MANAGEMENT75,056 sh | 75,056 | $825.6K |
| COMMONWEALTH EQUITY SERVICES17,629 sh | 17,629 | $193.9K |
| Cresset Asset Management15,938 sh | 15,938 | $175.3K |
| NOMURA15,000 sh | 15,000 | $165.0K |
| COOPER/HAIMS ADVISORS13,306 sh | 13,306 | $146.4K |
| JANE STREET GROUP11,764 sh | 11,764 | $129.4K |
| Integrity Advisory Solutions10,344 sh | 10,344 | $113.8K |
| Allspring Global Investments10,162 sh | 10,162 | $111.8K |
| OPPENHEIMER10,090 sh | 10,090 | $111.0K |
| Ronald Blue6,285 sh | 6,285 | $69.1K |
| Global Wealth Strategies & Associates903 sh | 903 | $9.9K |
Source: Form 13F-HR filings on SEC EDGAR, Q2 2026. Values are as reported by each manager at quarter end. “% of portfolio” is the position’s share of the manager’s total reported 13F value for the same quarter. “New” means the manager filed a 13F for Q1 2026 without this position; a dash means no comparison is available. Where a manager’s own filing is internally inconsistent its value is withheld and it is listed last. 13F data shows reported holdings, not recommendations.