Who Owns KKR INC OPPS FUND (KIO)? -- Institutional Holders (2026-06-30)

Name: KKR INC OPPS FUND (KIO) Institutional Holders (2026-06-30)
Creator: ko.io

103 institutions reported holding $118.4M of KKR INC OPPS FUND (KIO) in SEC 13F filings for 2026-06-30. Largest institutional holders: MORGAN STANLEY ($33.7M), Penserra Capital Management LLC ($13.1M), GUGGENHEIM CAPITAL LLC ($9.6M), UBS Group AG ($7.3M), WELLS FARGO & COMPANY/MN ($6.2M). Source: SEC Form 13F.

Rank	Institution	Value	Shares	Change
1	MORGAN STANLEY	$33.7M	3.0M	Added
2	Penserra Capital Management LLC	$13.1M	1.2M	Added
3	GUGGENHEIM CAPITAL LLC	$9.6M	851,503	Added
4	UBS Group AG	$7.3M	646,653	Trimmed
5	WELLS FARGO & COMPANY/MN	$6.2M	548,460	Trimmed
6	Janney Montgomery Scott LLC	$6.0M	536,534	Added
7	BANK OF AMERICA CORP /DE/	$3.9M	348,013	Added
8	Rareview Capital LLC	$2.5M	198,863	Added
9	Kovack Advisors, Inc.	$2.5M	216,679	Added
10	LPL Financial LLC	$2.4M	217,250	Added
11	Shaker Financial Services, LLC	$2.0M	175,575	Trimmed
12	Karpus Management, Inc.	$1.8M	162,934	Trimmed
13	Significant Wealth Partners LLC	$1.6M	143,556	Added
14	Capital Investment Advisors, LLC	$1.5M	135,975	Trimmed
15	Invesco Ltd.	$1.4M	125,904	Trimmed
16	RAYMOND JAMES FINANCIAL INC	$1.3M	114,454	Trimmed
17	Cambridge Investment Research Advisors, Inc.	$1.3M	114,389	Added
18	J.W. COLE ADVISORS, INC.	$1.1M	101,737	New
19	Cetera Investment Advisers	$1.1M	100,812	Added
20	Joseph P. Lucia & Associates, LLC	$1.1M	100,022	Added
21	COHEN & STEERS, INC.	$988,000	87,779	Hold
22	SIT INVESTMENT ASSOCIATES INC	$904,000	80,300	Hold
23	Baird Financial Group, Inc.	$891,229	79,150	Trimmed
24	Royal Bank of Canada	$859,000	76,286	Trimmed
25	Advisors Asset Management, Inc.	$830,785	73,782	New

Source: SEC Form 13F filings · as of 2026-06-30