IR
Superintel
OverviewMarketsWatchlist
© 2026 IR SuperintelMethodologyContact

KKR Income Opportunities (KIO)

CUSIP: 48249T106 | US | Financial Services · Asset Management | Small Cap | 291 institutional holders

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile

Institutional Holders — Q3 2026

Rareview Capital LLC217,605
1.1% of portfolio›$2.2M
Capital Investment Advisors, LLC132,754
0.0% of portfolio›$1.4M
Cambridge Investment Research Advisors, Inc.107,834
0.0% of portfolio›$1.1K
J.W. Cole Advisors, Inc.103,323
0.0% of portfolio›$1.1M
Joseph P. Lucia & Associates, LLC97,273
0.3% of portfolio›$1.0M
Wedbush Securities Inc73,443
0.0% of portfolio›$756
Fifth Third Bancorp39,930
0.0% of portfolio›$411.3K
Aviance Capital Partners, LLC39,654
0.0% of portfolio›$408.4K
Shaker Financial Services, LLC37,893
0.1% of portfolio›$390.3K
Total Wealth Planning & Management, Inc.34,872
0.3% of portfolio›$359.2K
Uncommon Cents Investing Inc32,473
0.1% of portfolio›$334.5K
Wealth Enhancement Advisory Services, LLC22,542
0.0% of portfolio›$229.9K
Blue Trust, Inc.21,094
0.0% of portfolio›$217.3K
Apollon Wealth Management, LLC20,096
0.0% of portfolio›$207.0K
Advisory Solutions Group, LLC19,022
0.0% of portfolio›$195.9K
Fortitude Advisory Group L.L.C.16,066
0.1% of portfolio›$165.5K
SeaCrest Wealth Management, LLC15,929
0.0% of portfolio›$164.1K
Herold Advisors, Inc.15,225
0.0% of portfolio›$156.8K
Hennion & Walsh Asset Management, Inc.13,729
0.0% of portfolio›$141.4K
Graves Light Lenhart Wealth, Inc.13,728
0.0% of portfolio›$141.4K
Concurrent Investment Advisors, LLC13,464
0.0% of portfolio›$138.7K
Uhlmann Price Securities, LLC13,314
0.0% of portfolio›$137.1K
Kestra Advisory Services, LLC11,901
0.0% of portfolio›$122.6K
Creative Planning11,306
0.0% of portfolio›$116.5K
Csenge Advisory Group11,182
0.0% of portfolio›$115.2K
CoreCap Advisors, LLC10,520
0.0% of portfolio›$108.4K
B. Riley Wealth Advisors, Inc.10,229
0.0% of portfolio›$105.4K
Oppenheimer & Co Inc10,015
0.0% of portfolio›$103.2K
US Bancorp \de\5,076
0.0% of portfolio›$52.3K
EverSource Wealth Advisors, LLC2,971
0.0% of portfolio›$30.6K
Wolverine Asset Management LLC2,896
0.0% of portfolio›$29.8K
Pinnacle Wealth Planning Services, Inc.1,158
0.0% of portfolio›$11.9K
Noble Wealth Management PBC800
0.0% of portfolio›$8.2K
WPG Advisers, LLC541
0.0% of portfolio›$5.6K
Carnegie Lake Advisors LLC410
0.2% of portfolio›$441.6K
Highline Wealth Partners LLC250
0.0% of portfolio›$2.6K
Compass Financial Management LLC209
0.0% of portfolio›$2.2K
Citigroup Inc1
0.0% of portfolio›$10
StyleTurnoverLocationFiled
Rareview Capital LLC
217,605$2.2M1.1%YieldMediumLas Vegas, NV2026-11-05
Capital Investment Advisors, LLC
132,754$1.4M0.0%CoreLowAtlanta, GA2026-10-22
Cambridge Investment Research Advisors, Inc.
107,834$1.1K0.0%ETFLowFairfield, IA2026-11-02
J.W. Cole Advisors, Inc.
103,323$1.1M0.0%IndexLowTampa, FL2026-11-05
Joseph P. Lucia & Associates, LLC
97,273$1.0M0.3%ETFVery LowYorktown Heights, NY2026-10-30
Wedbush Securities Inc
73,443$7560.0%CoreLowPasadena, CA2026-10-22
Fifth Third Bancorp
39,930$411.3K0.0%IndexVery LowCincinnati, OH2026-11-05
Aviance Capital Partners, LLC
39,654$408.4K0.0%CoreLowNaples, FL2026-10-29
Shaker Financial Services, LLC
37,893$390.3K0.1%YieldHighArlington, VA2026-10-14
Total Wealth Planning & Management, Inc.
34,872$359.2K0.3%CoreMediumPonte Vedra Beach, FL2026-10-23
Uncommon Cents Investing Inc
32,473$334.5K0.1%ValueVery LowJanesville, WI2026-10-20
Wealth Enhancement Advisory Services, LLC
22,542$229.9K0.0%CoreLowPlymouth, MN2026-10-13
Blue Trust, Inc.
21,094$217.3K0.0%ETFLowBrentwood, TN2026-10-15
Apollon Wealth Management, LLC
20,096$207.0K0.0%GrowthLowMount Pleasant, SC2026-10-23
Advisory Solutions Group, LLC
19,022$195.9K0.0%ETFN/APlymouth, MN2026-10-14
Fortitude Advisory Group L.L.C.
16,066$165.5K0.1%GrowthMediumGig Harbor, WA2026-10-15
SeaCrest Wealth Management, LLC
15,929$164.1K0.0%GrowthLowPurchase, NY2026-10-21
Herold Advisors, Inc.
15,225$156.8K0.0%CoreLowNew York, NY2026-10-19
Hennion & Walsh Asset Management, Inc.
13,729$141.4K0.0%ValueMediumParsippany, NJ2026-10-13
Graves Light Lenhart Wealth, Inc.
13,728$141.4K0.0%ETFVery LowHarrisonburg, VA2026-10-09
Concurrent Investment Advisors, LLC
13,464$138.7K0.0%GrowthMediumTampa, FL2026-10-16
Uhlmann Price Securities, LLC
13,314$137.1K0.0%Agg GrowthLowSkokie, IL2026-11-03
Kestra Advisory Services, LLC
11,901$122.6K0.0%CoreLowAustin, TX2026-11-02
Creative Planning
11,306$116.5K0.0%IndexVery LowOverland Park, KS2026-11-02
Csenge Advisory Group
11,182$115.2K0.0%ETFMediumClearwater, FL2026-11-04
CoreCap Advisors, LLC
10,520$108.4K0.0%ETFMediumSouthfield, MI2026-10-08
B. Riley Wealth Advisors, Inc.
10,229$105.4K0.0%GrowthLowMemphis, TN2026-10-13
Oppenheimer & Co Inc
10,015$103.2K0.0%CoreLowNew York, NY2026-10-26
US Bancorp \de\
5,076$52.3K0.0%IndexLowMinneapolis, MN2026-11-05
EverSource Wealth Advisors, LLC
2,971$30.6K0.0%CoreMediumBirmingham, AL2026-11-04
Wolverine Asset Management LLC
2,896$29.8K0.0%Deep ValueVery HighChicago, IL2026-11-02
Pinnacle Wealth Planning Services, Inc.
1,158$11.9K0.0%GARPLowMansfield, OH2026-10-27
Noble Wealth Management PBC
800$8.2K0.0%YieldMediumGreenwood Village, CO2026-10-01
WPG Advisers, LLC
541$5.6K0.0%CoreLowBaltimore, MD2026-10-27
Carnegie Lake Advisors LLC
410$441.6K0.2%ValueLowPrinceton, NJ2026-11-03
Highline Wealth Partners LLC
250$2.6K0.0%ETFMediumSherman Oaks, CA2026-10-19
Compass Financial Management LLC
209$2.2K0.0%CoreN/ATampa, FL2026-10-30
Citigroup Inc
1$100.0%CoreMediumNew York, NY2026-11-04