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

GRNY: Active, Equal Weighted, And Beating The Nasdaq 100

Fundstrat Granny Shots US Large Cap ETF offers an actively managed, equal-weighted approach with transparent, theme-based stock selection. GRNY has outperformed QQQ since inception, though its limited history leaves performance in deeper corrections untested. The fund's flexible, quarterly rebalanced methodology allows swift adaptation to changing market conditions, but some selection criteria appear subjective.

Seeking Alpha • Feb 12, 2026

2 New Granny Shots ETFs Worth Checking Out

Star strategist Tom Lee from Fundstrat landed a slam dunk with his Fundstrat Granny Shots US Large Cap ETF (NYSEARCA:GRNY) just over a year ago.

24/7 Wall Street • Jan 28, 2026

Fundstrat Capital Announces Monthly Distribution for the Fundstrat Granny Shots US Large Cap & Income ETF (NYSE: GRNI)

NEW YORK, Jan. 28, 2026 /PRNewswire/ -- Fundstrat Capital has declared the monthly distribution for the Fundstrat Granny Shots US Large Cap & Income ETF (NYSE: GRNI). GRNI pairs the equity holdings of the Fundstrat Granny Shots US Large Cap ETF (NYSE: GRNY) with an actively managed options overlay designed to generate income while maintaining exposure to the underlying investment themes.

PRNewsWire • Jan 28, 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

GRNY: Bullish Heading In 2026 As AI Boom Continues (Rating Upgrade)

Fundstrat Granny Shots US Large Cap ETF (GRNY) delivers market-beating returns with a diversified, theme-driven approach focused on AI, energy, and fintech. GRNY's risk profile is lower than ARKK, with only 27% of assets in its top ten holdings and minimal turnover, supporting volatility tolerance. AI, energy infrastructure, and fintech exposure position GRNY for continued growth in 2026, leveraging secular trends in technology and blockchain.

Seeking Alpha • Dec 7, 2025

GRNY: The Hidden GARP Growth Divide You Might Be Missing

GRNY is an actively managed large-cap growth fund using the thematic "granny shots" methodology developed by Tom Lee. Its expense ratio is 0.75% and the ETF has $3.8B in AUM. Securities are equal-weighted and changes occur on a monthly basis. GRNY was extremely successful out the gate, though some critics point to its high P/E as a reason to avoid. However, non-standard calculations of GRNY's P/E ratios have led to some confusion about how expensive it really is. A comprehensive analysis should also incorporate historical and future growth rates.

Seeking Alpha • Dec 1, 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

Tom Lee's Fundstrat Granny Shots US Large Cap ETF (NYSE: GRNY) Celebrates One-Year Anniversary -- Surpasses $3.65 Billion AUM, Up 30.12% YTD, and Ranks in the Top 1% on Morningstar

NEW YORK , Nov. 7, 2025 /PRNewswire/ -- Fundstrat Capital today announced the one-year anniversary of its flagship exchange-traded fund, the Fundstrat Granny Shots US Large Cap ETF (NYSE: GRNY), marking a year of rapid asset growth, strong performance, and increasing investor engagement. Since launching on November 7, 2024, GRNY has quickly become one of the fastest-growing actively managed large-cap equity ETFs, surpassing $3.65 billion in assets under management (AUM) as of October 31, 2025, and ranking in the top 1% among Morningstar's Large Cap Blend funds based on year-to-date performance.

PRNewsWire • Nov 7, 2025