Tom Lee's Fundstrat Capital Announces February 2026 Rebalance for Granny Shots Large Cap ETFs

GRNY remains one of the fastest-growing actively managed large-cap equity ETF launches with more than $4.1 billion in AUM 1 Fundstrat Granny Shots US Large Cap & Income (NYSE: GRNI) pairs the thematic equity holdings of the flagship Granny Shots ETF GRNY with an actively managed income overlay. NEW YORK, Feb. 23, 2026 /PRNewswire/ -- Fundstrat Capital, the investment management firm led by Chief Investment Officer Thomas "Tom" Lee, announced the completion of the February 2026 quarterly rebalance for the Fundstrat Granny Shots US Large Cap ETF (NYSE: GRNY).

PRNewsWire • Feb 23, 2026

Tom Lee's Granny Shots ETFs Post Accelerated Growth with Flagship GRNY Surpassing $4 Billion in Assets as GRNI and GRNJ Gain Early Momentum

NEW YORK, Jan. 12, 2026 /PRNewswire/ -- Fundstrat Capital today announced another significant milestone for its flagship Fundstrat Granny Shots US Large Cap ETF (NYSE: GRNY), which has surpassed $4 billion in assets under management (AUM). The rapid growth solidifies GRNY's position as one of the fastest-growing actively managed equity ETFs in the market.1 "In just a little over one year since launch, GRNY gathered $4 billion in assets, a reflection of how our thematic-focused and understandable investment approach resonates with investors," said Thomas "Tom" Lee, Chief Investment Officer and Lead Portfolio Manager at Fundstrat Capital.

PRNewsWire • Jan 12, 2026

These 3 Underrated ETFs Could Boom in 2026

With net inflows of about $1.5 trillion for the year, 2025 was in some ways the biggest year ever for exchange-traded funds (ETFs). And with a massive and ever-growing field of funds available, the ETF space shows no signs of slowing or losing its appeal to investors in 2026.

MarketBeat • Jan 10, 2026

GRNJ: A Small- And Mid-Cap Growth ETF To Closely Watch In 2026

Fundstrat Granny Shots US Small- & Mid-Cap ETF targets small- and mid-cap stocks that align with at least two of Tom Lee's key investment themes. GRNJ emphasizes Millennials, Energy/Cybersecurity, and Global Labor Suppliers, positioning for the Great Wealth Transfer and AI-driven infrastructure growth. The ETF is concentrated in industrials and technology (55% combined), with its top ten holdings comprising 23% of assets, balancing risk and thematic exposure.

Seeking Alpha • Dec 21, 2025

GRNJ: First Look At Tom Lee's New Small/Mid Cap Granny Shots ETF

Tidal Trust III - Fundstrat Granny Shots US Small- & Mid-Cap ETF is Tom Lee's new actively managed small/mid-cap ETF based on the Granny Shots Strategy, which has powered GRNY to $3.6B in assets under management in just one year. Like GRNY, GRNJ equal-weights its components, currently at 52, based on how well they capture specific short- and long-term themes, like Style Tilt and Easing Financial Conditions. Reviews are quarterly. While limited information is available on sites like Morningstar, my comprehensive fundamental analysis reveals strengths on momentum, growth, and even value, based on its 23.36x forward P/E.

Seeking Alpha • Nov 19, 2025

Fundstrat's Tom Lee defends Ethereum supercycle case and reveals launch of two Granny Shots ETFs

Bitcoin hit a so-called ‘death cross' this past weekend, after closing out a third consecutive week of losses on Friday. Fundstrat's Tom Lee sees the cryptocurrency hitting a record high before the end of 2025.

CNBC Television • Nov 17, 2025

Tom Lee's Fundstrat Capital Announces Two New Granny Shots ETFs -- GRNJ and GRNI -- Expected to Soon Commence Trading on NYSE Arca

NEW YORK , Nov. 11, 2025 /PRNewswire/ -- Fundstrat Capital today announced that the Fundstrat Granny Shots US Small- & Mid-Cap ETF ("SMID Granny") (NYSE: GRNJ) and the Fundstrat Granny Shots US Large Cap & Income ETF ("Granny Income") (NYSE: GRNI) are expected to commence trading soon on NYSE Arca. These two new ETFs broaden and strengthen Fundstrat's Granny Shots ETF family, adding a SMID and an income-oriented product, providing investors with enhanced ways to invest in Fundstrat's thematic and super-cycle focused investment products.

PRNewsWire • Nov 11, 2025