KKR Income Opportunities Fund(KIO)

$10.96—

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KKR Income Opportunities Fund(KIO)

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$10.96—

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KIO(KIO)

KIO

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Institutional Ownership

Top 129 Institutional Holders

Holder	Shares	Date	Change	% Held
MORGAN STANLEY	3.00M	Jun 30, 26	+251.32K	7.31%
Penserra Capital Management LLC	1.16M	Jun 30, 26	+44.34K	2.83%
GUGGENHEIM CAPITAL LLC	851.50K	Jun 30, 26	+57.94K	2.08%
UBS Group AG	646.65K	Jun 30, 26	-13.81K	1.58%
WELLS FARGO & COMPANY/MN	548.46K	Jun 30, 26	-34.69K	1.34%
Janney Montgomery Scott LLC	536.53K	Jun 30, 26	+66.76K	1.31%
BANK OF AMERICA CORP /DE/	348.01K	Jun 30, 26	+6.09K	0.85%
LPL Financial LLC	217.25K	Jun 30, 26	+4.30K	0.53%
Kovack Advisors, Inc.	216.68K	Jun 30, 26	+81.65K	0.53%
Rareview Capital LLC	198.86K	Jun 30, 26	+18.25K	0.49%
Shaker Financial Services, LLC	175.57K	Jun 30, 26	-140.06K	0.43%
Karpus Management, Inc.	162.93K	Jun 30, 26	-5.76K	0.40%
Significant Wealth Partners LLC	143.56K	Jun 30, 26	+2.41K	0.35%
Capital Investment Advisors, LLC	135.97K	Jun 30, 26	-4.35K	0.33%
Invesco Ltd.	125.90K	Jun 30, 26	-27.22K	0.31%
RAYMOND JAMES FINANCIAL INC	114.45K	Jun 30, 26	-2.24K	0.28%
Cambridge Investment Research Advisors, Inc.	114.39K	Jun 30, 26	+3.19K	0.28%
J.W. COLE ADVISORS, INC.	101.74K	Jun 30, 26	+101.74K	0.25%
Cetera Investment Advisers	100.81K	Jun 30, 26	+4.41K	0.25%
Joseph P. Lucia & Associates, LLC	100.02K	Jun 30, 26	+988	0.24%
COHEN & STEERS, INC.	87.78K	Jun 30, 26	--	0.21%
SIT INVESTMENT ASSOCIATES INC	80.30K	Jun 30, 26	--	0.20%
Baird Financial Group, Inc.	79.15K	Jun 30, 26	-3.99K	0.19%
ROYAL BANK OF CANADA	76.29K	Jun 30, 26	-657	0.19%
Advisors Asset Management, Inc.	73.78K	Jun 30, 26	+73.78K	0.18%
WEDBUSH SECURITIES INC	61.57K	Jun 30, 26	+18.47K	0.15%
Rockefeller Capital Management L.P.	57.91K	Jun 30, 26	-8.00K	0.14%
ROBINSON CAPITAL MANAGEMENT, LLC	52.15K	Jun 30, 26	--	0.13%
Bramshill Investments, LLC	47.66K	Jun 30, 26	+522	0.12%
NewEdge Advisors, LLC	47.37K	Jun 30, 26	-1.10K	0.12%
ENVESTNET ASSET MANAGEMENT INC	45.52K	Jun 30, 26	-5.70K	0.11%
PFG Investments, LLC	43.47K	Jun 30, 26	-795	0.11%
Carnegie Lake Advisors LLC	42.87K	Jun 30, 26	-250	0.10%
Aviance Capital Partners, LLC	41.05K	Jun 30, 26	+1.06K	0.10%
SRS Capital Advisors, Inc.	40.33K	Jun 30, 26	+35.33K	0.10%
FIFTH THIRD BANCORP	39.90K	Jun 30, 26	+108	0.10%
Virtus Investment Advisers, Inc.	38.34K	Jun 30, 26	-10.23K	0.09%
STEPHENS INC /AR/	36.72K	Jun 30, 26	+28	0.09%
Uncommon Cents Investing LLC	32.78K	Jun 30, 26	-300	0.08%
ADVISOR GROUP HOLDINGS, INC.	30.37K	Jun 30, 26	+4.40K	0.07%
Total Wealth Planning & Management, Inc.	29.24K	Jun 30, 26	+3.58K	0.07%
Equitable Holdings, Inc.	28.61K	Jun 30, 26	+7.16K	0.07%
XTX Topco Ltd	26.86K	Jun 30, 26	+26.86K	0.07%
Sanctuary Advisors, LLC	22.81K	Jun 30, 26	+22.81K	0.06%
WealthTrust Axiom LLC	20.89K	Jun 30, 26	-1.06K	0.05%
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	20.04K	Jun 30, 26	-813	0.05%
Apollon Wealth Management, LLC	19.63K	Jun 30, 26	--	0.05%
STIFEL FINANCIAL CORP	17.79K	Jun 30, 26	-310	0.04%
Fortitude Advisory Group L.L.C.	16.07K	Jun 30, 26	--	0.04%
RIK SAYLOR FINANCIAL, INC.	15.79K	Jun 30, 26	-47	0.04%
SeaCrest Wealth Management, LLC	15.68K	Jun 30, 26	+375	0.04%
Herold Advisors, Inc.	14.44K	Jun 30, 26	+2.42K	0.04%
Hennion & Walsh Asset Management, Inc.	13.99K	Jun 30, 26	-13.85K	0.03%
Graves Light Lenhart Wealth, Inc.	13.73K	Jun 30, 26	--	0.03%
BlackRock, Inc.	13.65K	Jun 30, 26	-225	0.03%
Concurrent Investment Advisors, LLC	13.46K	Jun 30, 26	--	0.03%
Plotkin Financial Advisors, LLC	12.94K	Jun 30, 26	--	0.03%
UHLMANN PRICE SECURITIES, LLC	12.88K	Jun 30, 26	+404	0.03%
HighTower Advisors, LLC	12.24K	Jun 30, 26	-500	0.03%
CI Private Wealth, LLC	12.21K	Jun 30, 26	-18.64K	0.03%
Creative Planning	11.31K	Jun 30, 26	+11.31K	0.03%
Gator Capital Management, LLC	11.10K	Jun 30, 26	--	0.03%
GILL CAPITAL PARTNERS, LLC	11.02K	Jun 30, 26	-107	0.03%
CoreCap Advisors, LLC	10.52K	Jun 30, 26	+10.11K	0.03%
B. Riley Wealth Advisors, Inc.	10.15K	Jun 30, 26	+58	0.02%
BESSEMER GROUP INC	6.00K	Jun 30, 26	+6.00K	0.01%
AdvisorNet Financial, Inc	5.37K	Jun 30, 26	--	0.01%
US BANCORP \DE\	5.08K	Jun 30, 26	--	0.01%
Global Retirement Partners, LLC	3.77K	Jun 30, 26	+3.77K	0.01%
EverSource Wealth Advisors, LLC	2.97K	Jun 30, 26	--	0.01%
HARBOUR INVESTMENTS, INC.	2.75K	Jun 30, 26	--	0.01%
MERCER GLOBAL ADVISORS INC /ADV	1.88K	Jun 30, 26	+1.88K	0.00%
BNP PARIBAS ARBITRAGE, SNC	1.50K	Jun 30, 26	-694	0.00%
Pinnacle Wealth Planning Services, Inc.	1.36K	Jun 30, 26	+278	0.00%
Atlantic Union Bankshares Corp	1.30K	Jun 30, 26	--	0.00%
Noble Wealth Management PBC	800	Jun 30, 26	--	0.00%
Osbon Capital Management LLC	574	Jun 30, 26	+266	0.00%
WPG Advisers, LLC	541	Jun 30, 26	+119	0.00%
Ameritas Advisory Services, LLC	371	Jun 30, 26	+371	0.00%
HIGHLINE WEALTH PARTNERS LLC	250	Jun 30, 26	--	0.00%
JPMORGAN CHASE & CO	230	Jun 30, 26	--	0.00%
Mountain Hill Investment Partners Corp.	163	Jun 30, 26	+5	0.00%
Steward Partners Investment Advisory, LLC	162	Jun 30, 26	--	0.00%
Strategic Advocates LLC	135	Jun 30, 26	--	0.00%
WHITTIER TRUST CO OF NEVADA INC	114	Jun 30, 26	--	0.00%
JFS WEALTH ADVISORS, LLC	93	Jun 30, 26	+93	0.00%
TSFG, LLC	67	Jun 30, 26	--	0.00%
Tower Research Capital LLC (TRC)	41	Jun 30, 26	+41	0.00%
ASSETMARK, INC	16	Jun 30, 26	--	0.00%
CITIGROUP INC	1	Jun 30, 26	--	0.00%
COOPER/HAIMS ADVISORS, LLC	--	Jun 30, 26	-13.31K	--
Global Wealth Strategies & Associates	--	Jun 30, 26	-903	--
COMMONWEALTH EQUITY SERVICES, LLC	--	Jun 30, 26	-17.63K	--
Logan Stone Capital, LLC	--	Jun 30, 26	-246.20K	--
Cresset Asset Management, LLC	--	Jun 30, 26	-15.94K	--
JANE STREET GROUP, LLC	--	Jun 30, 26	-11.76K	--
Allspring Global Investments Holdings, LLC	--	Jun 30, 26	-10.16K	--
WOLVERINE ASSET MANAGEMENT LLC	--	Jun 30, 26	-75.06K	--
OPPENHEIMER & CO INC	--	Jun 30, 26	-10.09K	--
NOMURA HOLDINGS INC	--	Jun 30, 26	-15.00K	--
BALYASNY ASSET MANAGEMENT L.P.	--	Jun 30, 26	-76.04K	--
Ronald Blue Trust, Inc.	--	Jun 30, 26	-6.29K	--
Anfield Capital Management, LLC	7.91K	Mar 31, 26	--	0.02%
CWM, LLC	680	Mar 31, 26	+7	0.00%
Sunbelt Securities, Inc.	--	Mar 31, 26	-1.00K	--
COMERICA BANK	39.72K	Dec 31, 25	+212	0.10%
WETHERBY ASSET MANAGEMENT INC	13.00K	Sep 30, 25	--	0.03%
Summit X, LLC	42.48K	Jun 30, 25	-15.03K	0.10%
Atria Wealth Solutions, Inc.	13.18K	Jun 30, 25	-2.14K	0.03%
RAYMOND JAMES & ASSOCIATES	16.68K	Sep 30, 24	+1.78K	0.04%
Highlander Capital Management, LLC	52.98K	Mar 31, 24	-16.52K	0.13%
Cetera Advisors LLC	42.37K	Mar 31, 24	+42.37K	0.10%
Cetera Advisor Networks LLC	15.85K	Mar 31, 24	+3.44K	0.04%
TIEDEMANN ADVISORS, LLC	20.00K	Sep 30, 23	--	0.05%
BDO Wealth Advisors, LLC	--	Jun 30, 23	-323	--
Ahrens Investment Partners LLC	1.60K	Mar 31, 23	+1.60K	0.00%
Claraphi Advisory Network, LLC	--	Dec 31, 22	-32.17K	--
NEXT Financial Group, Inc	860	Dec 31, 21	--	0.00%
MID ATLANTIC FINANCIAL MANAGEMENT INC/ADV	51.50K	Sep 30, 21	-8.50K	0.13%
USCA RIA LLC	10.52K	Jun 30, 21	--	0.03%
First Allied Advisory Services, Inc.	12.68K	Sep 30, 20	-2.00K	0.03%
LADENBURG THALMANN FINANCIAL SERVICES INC.	124.59K	Dec 31, 19	+3.20K	0.30%
Advisor Group, Inc.	9.53K	Dec 31, 19	+44	0.02%
NEXT Financial Holdings	1.15K	Mar 31, 19	+1.15K	0.00%
Commonwealth Equity Services, Inc	115.04K	Jun 30, 17	-157	0.28%
MSI Financial Services Inc	1.20K	Dec 31, 16	--	0.00%
Investors Capital Advisory Services	13.90K	Jun 30, 16	+13.90K	0.03%
UBS AG	365.43K	Sep 30, 14	-262.20K	0.89%
STIFEL NICOLAUS & CO INC \MO\	11.00K	Sep 30, 13	+11.00K	0.03%

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Holder

Date

Change

% Held

MORGAN STANLEY

3.00M

Jun 30, 26

+251.32K

7.31%

Penserra Capital Management LLC

1.16M

Jun 30, 26

+44.34K

2.83%

GUGGENHEIM CAPITAL LLC

851.50K

Jun 30, 26

+57.94K

2.08%

UBS Group AG

646.65K

Jun 30, 26

-13.81K

1.58%

WELLS FARGO & COMPANY/MN

548.46K

Jun 30, 26

-34.69K

1.34%

Janney Montgomery Scott LLC

536.53K

Jun 30, 26

+66.76K

1.31%

BANK OF AMERICA CORP /DE/

348.01K

Jun 30, 26

+6.09K

0.85%

LPL Financial LLC

217.25K

Jun 30, 26

+4.30K

0.53%

Kovack Advisors, Inc.

216.68K

Jun 30, 26

+81.65K

0.53%

Rareview Capital LLC

198.86K

Jun 30, 26

+18.25K

0.49%

Shaker Financial Services, LLC

175.57K

Jun 30, 26

-140.06K

0.43%

Karpus Management, Inc.

162.93K

Jun 30, 26

-5.76K

0.40%

Significant Wealth Partners LLC

143.56K

Jun 30, 26

+2.41K

0.35%

Capital Investment Advisors, LLC

135.97K

Jun 30, 26

-4.35K

0.33%

Invesco Ltd.

125.90K

Jun 30, 26

-27.22K

0.31%

RAYMOND JAMES FINANCIAL INC

114.45K

Jun 30, 26

-2.24K

0.28%

Cambridge Investment Research Advisors, Inc.

114.39K

Jun 30, 26

+3.19K

0.28%

J.W. COLE ADVISORS, INC.

101.74K

Jun 30, 26

+101.74K

0.25%

Cetera Investment Advisers

100.81K

Jun 30, 26

+4.41K

0.25%

Joseph P. Lucia & Associates, LLC

100.02K

Jun 30, 26

+988

0.24%

COHEN & STEERS, INC.

87.78K

Jun 30, 26

0.21%

SIT INVESTMENT ASSOCIATES INC

80.30K

Jun 30, 26

0.20%

Baird Financial Group, Inc.

79.15K

Jun 30, 26

-3.99K

0.19%

ROYAL BANK OF CANADA

76.29K

Jun 30, 26

-657

0.19%

Advisors Asset Management, Inc.

73.78K

Jun 30, 26

+73.78K

0.18%

WEDBUSH SECURITIES INC

61.57K

Jun 30, 26

+18.47K

0.15%

Rockefeller Capital Management L.P.

57.91K

Jun 30, 26

-8.00K

0.14%

ROBINSON CAPITAL MANAGEMENT, LLC

52.15K

Jun 30, 26

0.13%

Bramshill Investments, LLC

47.66K

Jun 30, 26

+522

0.12%

NewEdge Advisors, LLC

47.37K

Jun 30, 26

-1.10K

0.12%

ENVESTNET ASSET MANAGEMENT INC

45.52K

Jun 30, 26

-5.70K

0.11%

PFG Investments, LLC

43.47K

Jun 30, 26

-795

0.11%

Carnegie Lake Advisors LLC

42.87K

Jun 30, 26

-250

0.10%

Aviance Capital Partners, LLC

41.05K

Jun 30, 26

+1.06K

0.10%

SRS Capital Advisors, Inc.

40.33K

Jun 30, 26

+35.33K

0.10%

FIFTH THIRD BANCORP

39.90K

Jun 30, 26

+108

0.10%

Virtus Investment Advisers, Inc.

38.34K

Jun 30, 26

-10.23K

0.09%

STEPHENS INC /AR/

36.72K

Jun 30, 26

+28

0.09%

Uncommon Cents Investing LLC

32.78K

Jun 30, 26

-300

0.08%

ADVISOR GROUP HOLDINGS, INC.

30.37K

Jun 30, 26

+4.40K

0.07%

Total Wealth Planning & Management, Inc.

29.24K

Jun 30, 26

+3.58K

0.07%

Equitable Holdings, Inc.

28.61K

Jun 30, 26

+7.16K

0.07%

XTX Topco Ltd

26.86K

Jun 30, 26

+26.86K

0.07%

Sanctuary Advisors, LLC

22.81K

Jun 30, 26

+22.81K

0.06%

WealthTrust Axiom LLC

20.89K

Jun 30, 26

-1.06K

0.05%

WEALTH ENHANCEMENT ADVISORY SERVICES, LLC

20.04K

Jun 30, 26

-813

0.05%

Apollon Wealth Management, LLC

19.63K

Jun 30, 26

0.05%

STIFEL FINANCIAL CORP

17.79K

Jun 30, 26

-310

0.04%

Fortitude Advisory Group L.L.C.

16.07K

Jun 30, 26

0.04%

RIK SAYLOR FINANCIAL, INC.

15.79K

Jun 30, 26

-47

0.04%

SeaCrest Wealth Management, LLC

15.68K

Jun 30, 26

+375

0.04%

Herold Advisors, Inc.

14.44K

Jun 30, 26

+2.42K

0.04%

Hennion & Walsh Asset Management, Inc.

13.99K

Jun 30, 26

-13.85K

0.03%

Graves Light Lenhart Wealth, Inc.

13.73K

Jun 30, 26

0.03%

BlackRock, Inc.

13.65K

Jun 30, 26

-225

0.03%

Concurrent Investment Advisors, LLC

13.46K

Jun 30, 26

0.03%

Plotkin Financial Advisors, LLC

12.94K

Jun 30, 26

0.03%

UHLMANN PRICE SECURITIES, LLC

12.88K

Jun 30, 26

+404

0.03%

HighTower Advisors, LLC

12.24K

Jun 30, 26

-500

0.03%

CI Private Wealth, LLC

12.21K

Jun 30, 26

-18.64K

0.03%

Creative Planning

11.31K

Jun 30, 26

+11.31K

0.03%

Gator Capital Management, LLC

11.10K

Jun 30, 26

0.03%

GILL CAPITAL PARTNERS, LLC

11.02K

Jun 30, 26

-107

0.03%

CoreCap Advisors, LLC

10.52K

Jun 30, 26

+10.11K

0.03%

B. Riley Wealth Advisors, Inc.

10.15K

Jun 30, 26

+58

0.02%

BESSEMER GROUP INC

6.00K

Jun 30, 26

+6.00K

0.01%

AdvisorNet Financial, Inc

5.37K

Jun 30, 26

0.01%

US BANCORP \DE\

5.08K

Jun 30, 26

0.01%

Global Retirement Partners, LLC

3.77K

Jun 30, 26

+3.77K

0.01%

EverSource Wealth Advisors, LLC

2.97K

Jun 30, 26

0.01%

HARBOUR INVESTMENTS, INC.

2.75K

Jun 30, 26

0.01%

MERCER GLOBAL ADVISORS INC /ADV

1.88K

Jun 30, 26

+1.88K

0.00%

BNP PARIBAS ARBITRAGE, SNC

1.50K

Jun 30, 26

-694

0.00%

Pinnacle Wealth Planning Services, Inc.

1.36K

Jun 30, 26

+278

0.00%

Atlantic Union Bankshares Corp

1.30K

Jun 30, 26

0.00%

Noble Wealth Management PBC

800

Jun 30, 26

0.00%

Osbon Capital Management LLC

574

Jun 30, 26

+266

0.00%

WPG Advisers, LLC

541

Jun 30, 26

+119

0.00%

Ameritas Advisory Services, LLC

371

Jun 30, 26

+371

0.00%

HIGHLINE WEALTH PARTNERS LLC

250

Jun 30, 26

0.00%

JPMORGAN CHASE & CO

230

Jun 30, 26

0.00%

Mountain Hill Investment Partners Corp.

163

Jun 30, 26

0.00%

Steward Partners Investment Advisory, LLC

162

Jun 30, 26

0.00%

Strategic Advocates LLC

135

Jun 30, 26

0.00%

WHITTIER TRUST CO OF NEVADA INC

114

Jun 30, 26

0.00%

JFS WEALTH ADVISORS, LLC

Jun 30, 26

+93

0.00%

TSFG, LLC

Jun 30, 26

0.00%

Tower Research Capital LLC (TRC)

Jun 30, 26

+41

0.00%

ASSETMARK, INC

Jun 30, 26

0.00%

CITIGROUP INC

Jun 30, 26

0.00%

COOPER/HAIMS ADVISORS, LLC

Jun 30, 26

-13.31K

Global Wealth Strategies & Associates

Jun 30, 26

-903

COMMONWEALTH EQUITY SERVICES, LLC

Jun 30, 26

-17.63K

Logan Stone Capital, LLC

Jun 30, 26

-246.20K

Cresset Asset Management, LLC

Jun 30, 26

-15.94K

JANE STREET GROUP, LLC

Jun 30, 26

-11.76K

Allspring Global Investments Holdings, LLC

Jun 30, 26

-10.16K

WOLVERINE ASSET MANAGEMENT LLC

Jun 30, 26

-75.06K

OPPENHEIMER & CO INC

Jun 30, 26

-10.09K

NOMURA HOLDINGS INC

Jun 30, 26

-15.00K

BALYASNY ASSET MANAGEMENT L.P.

Jun 30, 26

-76.04K

Ronald Blue Trust, Inc.

Jun 30, 26

-6.29K

Anfield Capital Management, LLC

7.91K

Mar 31, 26

0.02%

CWM, LLC

680

Mar 31, 26

0.00%

Sunbelt Securities, Inc.

Mar 31, 26

-1.00K

COMERICA BANK

39.72K

Dec 31, 25

+212

0.10%

WETHERBY ASSET MANAGEMENT INC

13.00K

Sep 30, 25

0.03%

Summit X, LLC

42.48K

Jun 30, 25

-15.03K

0.10%

Atria Wealth Solutions, Inc.

13.18K

Jun 30, 25

-2.14K

0.03%

RAYMOND JAMES & ASSOCIATES

16.68K

Sep 30, 24

+1.78K

0.04%

Highlander Capital Management, LLC

52.98K

Mar 31, 24

-16.52K

0.13%

Cetera Advisors LLC

42.37K

Mar 31, 24

+42.37K

0.10%

Cetera Advisor Networks LLC

15.85K

Mar 31, 24

+3.44K

0.04%

TIEDEMANN ADVISORS, LLC

20.00K

Sep 30, 23

0.05%

BDO Wealth Advisors, LLC

Jun 30, 23

-323

Ahrens Investment Partners LLC

1.60K

Mar 31, 23

+1.60K

0.00%

Claraphi Advisory Network, LLC

Dec 31, 22

-32.17K

NEXT Financial Group, Inc

860

Dec 31, 21

0.00%

MID ATLANTIC FINANCIAL MANAGEMENT INC/ADV

51.50K

Sep 30, 21

-8.50K

0.13%

USCA RIA LLC

10.52K

Jun 30, 21

0.03%

First Allied Advisory Services, Inc.

12.68K

Sep 30, 20

-2.00K

0.03%

LADENBURG THALMANN FINANCIAL SERVICES INC.

124.59K

Dec 31, 19

+3.20K

0.30%

Advisor Group, Inc.

9.53K

Dec 31, 19

+44

0.02%

NEXT Financial Holdings

1.15K

Mar 31, 19

+1.15K

0.00%

Commonwealth Equity Services, Inc

115.04K

Jun 30, 17

-157

0.28%

MSI Financial Services Inc

1.20K

Dec 31, 16

0.00%

Investors Capital Advisory Services

13.90K

Jun 30, 16

+13.90K

0.03%

UBS AG

365.43K

Sep 30, 14

-262.20K

0.89%

STIFEL NICOLAUS & CO INC \MO\

11.00K

Sep 30, 13

+11.00K

0.03%