SAN FRANCISCO, CA
KKR INCOME OPPORTUNITIES FUNDKIO— Latest position per institution from SEC 13F filings
15
Institutional holders
10.68M
Total shares held
104.25M
Estimated value
533.89K
Avg. position size
MORGAN STANLEY
CIK 895421
Shares
3M
Value
33.74M
Filed
Jun 30, 2026
PENSERRA CAPITAL MANAGEMENT LLC
CIK 1593324
Shares
1.16M
Value
13.08K
Filed
Jun 30, 2026
GUGGENHEIM CAPITAL LLC
CIK 1283072
Shares
851.50K
Value
9.59M
Filed
Jun 30, 2026
UBS GROUP AG
CIK 1610520
Shares
646.65K
Value
7.28M
Filed
Jun 30, 2026
CLOUGH CAPITAL PARTNERS L P
CIK 1276144
Shares
617.41K
Value
7.76M
Filed
Dec 31, 2023
1607 CAPITAL PARTNERS, LLC
CIK 1436866
Shares
575.65K
Value
7.23M
Filed
Jun 30, 2025
WELLS FARGO & COMPANY/MN
CIK 72971
Shares
548.46K
Value
6.18M
Filed
Jun 30, 2026
JANNEY MONTGOMERY SCOTT LLC
CIK 1329948
Shares
536.53K
Value
6.04K
Filed
Jun 30, 2026
POLAR ASSET MANAGEMENT PARTNERS INC.
CIK 1326389
Shares
424.20K
Value
5.34M
Filed
Sep 30, 2025
BANK OF AMERICA CORP /DE/
CIK 70858
Shares
348.01K
Value
3.92M
Filed
Jun 30, 2026
ABSOLUTE INVESTMENT ADVISERS, LLC
CIK 1316187
Shares
272.45K
Value
3.69M
Filed
Mar 31, 2024
LOGAN STONE CAPITAL, LLC
CIK 1535521
Shares
246.20K
Value
2.71M
Filed
Mar 31, 2026
DEBUSSY CAPITAL MANAGEMENT LP
CIK 1682021
Shares
226.33K
Value
2.71M
Filed
Sep 30, 2023
LPL FINANCIAL LLC
CIK 1403438
Shares
217.25K
Value
2.45M
Filed
Jun 30, 2026
KOVACK ADVISORS, INC.
CIK 1728321
Shares
216.68K
Value
2.46M
Filed
Jun 30, 2026
RAREVIEW CAPITAL LLC
CIK 2044533
Shares
198.86K
Value
2.50M
Filed
Jun 30, 2026
KARPUS MANAGEMENT, INC.
CIK 1048703
Shares
162.93K
Value
1.83M
Filed
Jun 30, 2026
SABA CAPITAL MANAGEMENT, L.P.
CIK 1510281
Shares
151.89K
Value
1.67M
Filed
Mar 31, 2023
SIGNIFICANT WEALTH PARTNERS LLC
CIK 1964680
Shares
143.56K
Value
1.62M
Filed
Jun 30, 2026
SAGE RHINO CAPITAL LLC
CIK 1771605
Shares
134.80K
Value
1.57M
Filed
Jun 30, 2023
| # | Institution | CIK | Shares | Est. Value | Period |
|---|---|---|---|---|---|
| 1 | MORGAN STANLEY | 895421 | 3M | 33.74M | Jun 30, 2026 |
| 2 | PENSERRA CAPITAL MANAGEMENT LLC | 1593324 | 1.16M | 13.08K | Jun 30, 2026 |
| 3 | GUGGENHEIM CAPITAL LLC | 1283072 | 851.50K | 9.59M | Jun 30, 2026 |
| 4 | UBS GROUP AG | 1610520 | 646.65K | 7.28M | Jun 30, 2026 |
| 5 | CLOUGH CAPITAL PARTNERS L P | 1276144 | 617.41K | 7.76M | Dec 31, 2023 |
| 6 | 1607 CAPITAL PARTNERS, LLC | 1436866 | 575.65K | 7.23M | Jun 30, 2025 |
| 7 | WELLS FARGO & COMPANY/MN | 72971 | 548.46K | 6.18M | Jun 30, 2026 |
| 8 | JANNEY MONTGOMERY SCOTT LLC | 1329948 | 536.53K | 6.04K | Jun 30, 2026 |
| 9 | POLAR ASSET MANAGEMENT PARTNERS INC. | 1326389 | 424.20K | 5.34M | Sep 30, 2025 |
| 10 | BANK OF AMERICA CORP /DE/ | 70858 | 348.01K | 3.92M | Jun 30, 2026 |
| 11 | ABSOLUTE INVESTMENT ADVISERS, LLC | 1316187 | 272.45K | 3.69M | Mar 31, 2024 |
| 12 | LOGAN STONE CAPITAL, LLC | 1535521 | 246.20K | 2.71M | Mar 31, 2026 |
| 13 | DEBUSSY CAPITAL MANAGEMENT LP | 1682021 | 226.33K | 2.71M | Sep 30, 2023 |
| 14 | LPL FINANCIAL LLC | 1403438 | 217.25K | 2.45M | Jun 30, 2026 |
| 15 | KOVACK ADVISORS, INC. | 1728321 | 216.68K | 2.46M | Jun 30, 2026 |
| 16 | RAREVIEW CAPITAL LLC | 2044533 | 198.86K | 2.50M | Jun 30, 2026 |
| 17 | KARPUS MANAGEMENT, INC. | 1048703 | 162.93K | 1.83M | Jun 30, 2026 |
| 18 | SABA CAPITAL MANAGEMENT, L.P. | 1510281 | 151.89K | 1.67M | Mar 31, 2023 |
| 19 | SIGNIFICANT WEALTH PARTNERS LLC | 1964680 | 143.56K | 1.62M | Jun 30, 2026 |
| 20 | SAGE RHINO CAPITAL LLC | 1771605 | 134.80K | 1.57M | Jun 30, 2023 |
Data sourced from SEC Form 13F institutional holdings reports. Positions reflect the most recent filing per institution.