Institutional Ownership
Kkr Income Opportunities Fd
CUSIP 48249T106COMKIOQ1 2026
13D / 13G Filings
9
Schedule 13D/13G on record
Beneficial Filers
2
Distinct reporting persons
Largest Stake
12.5%
Max % of class reported
Institutional Holders
93
13F filers (latest quarter)
Beneficial Owners — Schedule 13D / 13G
9 filings · latest Jul 7, 2025
| # | Filed | Reporting Person | Form | % of Class | Shares | Filing |
|---|---|---|---|---|---|---|
| 1 | Jul 7, 2025 | Sit Investment Associates, Inc. | 13G/A | 11.0% | 1.76M | SEC |
| 2 | Apr 2, 2025 | Sit Investment Associates, Inc. | 13G | 5.5% | 2.26M | SEC |
| 3 | Jan 31, 2024 | First Trust Portfolios LP | 13G/A | 2.4% | 649.5K | SEC |
| 4 | Jan 11, 2023 | First Trust Portfolios LP | 13G/A | 5.5% | 1.11M | SEC |
| 5 | Oct 6, 2022 | First Trust Portfolios LP | 13G/A | 7.4% | 1.50M | SEC |
| 6 | Jan 26, 2022 | First Trust Portfolios LP | 13G/A | 12.5% | 2.55M | SEC |
| 7 | Mar 10, 2021 | First Trust Portfolios LP | 13G/A | 10.1% | 2.06M | SEC |
| 8 | Jan 27, 2021 | First Trust Portfolios LP | 13G/A | 9.6% | 1.95M | SEC |
| 9 | Feb 3, 2020 | First Trust Portfolios LP | 13G/A | 9.8% | 1.99M | SEC |
Top Institutional Holders (13F)
Largest reported positions · latest quarter
| # | Fund | Shares | Value |
|---|---|---|---|
| 1 | Morgan Stanley | 2.75M | $30.20M |
| 2 | Guggenheim Capital LLC | 793.6K | $8.73M |
| 3 | Ubs Group AG | 660.5K | $7.27M |
| 4 | Wells Fargo & Company/Mn | 583.1K | $6.41M |
| 5 | Bank Of America Corp /De/ | 341.9K | $3.76M |
| 6 | Shaker Financial Services, LLC | 315.6K | $3.47M |
| 7 | Logan Stone Capital, LLC | 246.2K | $2.71M |
| 8 | Lpl Financial LLC | 212.9K | $2.34M |
| 9 | Rareview Capital LLC | 180.6K | $2.27M |
| 10 | Karpus Management, Inc. | 168.7K | $1.86M |