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

Rhea-AI Summary

Fundstrat Capital reported rapid growth for its Granny Shots ETF family as of Jan 9, 2026. The flagship Granny Shots US Large Cap ETF (NYSE: GRNY) surpassed $4.0 billion AUM. Two ETFs launched Nov 18, 2025 saw early inflows: GRNJ (US Small- & Mid-Cap) reached $255 million AUM in ~30 days of trading, and GRNI (Large Cap & Income) reached $53 million AUM. GRNI completed its inaugural monthly distribution on Dec 19, 2025 of $0.16892 per share. Sources cited Morningstar and FactSet as of Jan 9, 2026. Performance disclaimers note past performance is no guarantee of future results and direct investors to published standardized performance and distribution history online.

Positive

• GRNY AUM surpassed $4.0 billion as of Jan 9, 2026
• GRNJ reached $255 million in AUM within ~30 days post-launch
• GRNI launched income strategy and reached $53 million AUM
• GRNI paid inaugural monthly distribution of $0.16892 per share on Dec 19, 2025

Negative

• GRNI AUM is $53 million, a modest size compared with GRNY
• GRNJ AUM of $255 million is early-stage and represents initial demand only

News Market Reaction

+0.63%

1 alert

+0.63% News Effect

On the day this news was published, GRNI gained 0.63%, reflecting a mild positive market reaction.

Data tracked by StockTitan Argus on the day of publication.

Key Figures

GRNY AUM: $4 billion GRNJ AUM: $255 million GRNI AUM: $53 million +5 more

8 metrics

GRNY AUM $4 billion Assets under management for GRNY as of January 9, 2026

GRNJ AUM $255 million Assets under management in just over 30 days of trading

GRNI AUM $53 million Assets under management for GRNI since launch on November 18, 2025

GRNI distribution $0.16892 per share Inaugural monthly distribution paid December 2025

GRNY launch window Just over one year Time since GRNY launch to reaching $4 billion AUM

Launch date GRNI November 18, 2025 Inception date for Fundstrat Granny Shots US Large Cap & Income ETF

Distribution date GRNI December 19, 2025 Date of inaugural monthly distribution announcement

Price vs 52-week high -1.48% GRNI trading below its 52-week high of $21.01 pre-news

Market Reality Check

Price: $20.84 Vol: Volume 71,195 vs 20-day a...

low vol

$20.84 Last Close

Volume Volume 71,195 vs 20-day average 107,433 (relative volume 0.66) indicates subdued trading interest ahead of this update. low

Technical Price $20.70 is trading slightly above the 200-day MA of $20.45 and 1.48% below the 52-week high of $21.01.

Peers on Argus

No peers with momentum data or same-day headlines were provided, suggesting the ...

No peers with momentum data or same-day headlines were provided, suggesting the reaction around GRNI has been stock-specific rather than part of a broader sector move.

Historical Context

1 past event · Latest: Dec 19 (Neutral)

Pattern 1 events

Date	Event	Sentiment	Move	Catalyst
Dec 19	Distribution announcement	Neutral	+1.9%	First reported monthly distribution and key payout dates for GRNI.

Pattern Detected

Limited history: the only prior event, a distribution announcement, coincided with a modest positive price reaction.

Recent Company History

Over the past few months, GRNI’s disclosed history centers on income distributions and launch-related activity. On 12/19/2025, Fundstrat Capital announced a monthly distribution for GRNI, following its launch on 11/18/2025. That event featured a per-share distribution of $0.16892 and coincided with a 1.88% price gain over the next 24 hours. Today’s update emphasizes rapid AUM growth across the Granny Shots ETF family, further building on that initial income-focused positioning.

Market Pulse Summary

This announcement highlights rapid expansion of the Granny Shots ETF lineup, with GRNY surpassing $4...

Analysis

This announcement highlights rapid expansion of the Granny Shots ETF lineup, with GRNY surpassing $4 billion in AUM and newer funds GRNJ and GRNI reaching $255 million and $53 million, respectively. For GRNI, the strategy blends large-cap exposure with covered call and options overlays to generate income, supported by an inaugural distribution of $0.16892 per share. Investors may watch future AUM growth, distribution history, and how the income overlay affects risk and total return over time.

Key Terms

assets under management, aum, etf, covered call, +3 more

7 terms

assets under management financial

"has surpassed $4 billion in assets under management (AUM)."

Assets under management (AUM) is the total value of all the investments that a financial company or fund is responsible for overseeing on behalf of its clients. It’s like a big bucket that shows how much money the firm is managing for people or organizations. A higher AUM often indicates a larger, more trusted company, and it can influence how much money they earn and the services they can offer.

aum financial

"has surpassed $4 billion in assets under management (AUM)."

Assets under management (AUM) is the total market value of investments that a financial firm or fund manages on behalf of clients. Investors watch AUM like the size of a shop: larger AUM can mean more fee revenue, greater market influence and perceived stability, while rapid changes in AUM signal growing popularity or redemptions that may affect future earnings and investment strategy.

etf financial

"Fundstrat Granny Shots US Large Cap ETF (NYSE: GRNY)"

An ETF, or exchange-traded fund, is like a basket of different investments such as stocks or bonds that you can buy or sell easily on the stock market, just like a regular share. It allows people to invest in many companies at once, making it a simple way to grow savings without picking individual stocks.

covered call financial

"with actively managed covered call and options strategies for income generation"

A covered call is an income strategy where an investor who already owns shares sells the right for someone else to buy those shares at a set price within a set time. Think of it like renting out a house: you collect steady rent (the option premium) but agree to sell if a buyer pays the agreed price, so you trade some upside potential for immediate income and a small cushion against modest drops in the stock.

options strategies financial

"with actively managed covered call and options strategies for income generation"

Options strategies are planned combinations of options contracts—agreements that give the holder the right to buy or sell a stock at a set price—used to achieve specific goals such as boosting returns, limiting losses, or profiting from expected price swings or quiet markets. They matter to investors because they let you tailor risk and reward like mixing insurance and a bet: you can use small upfront cost to target outcomes, but complexity and leverage can increase potential losses.

net asset value financial

"bought and sold at market price (not NAV) and may trade at a discount"

Net asset value is the total value of an investment fund's assets minus any liabilities, divided by the number of shares or units outstanding. It represents the per-share worth of the fund, similar to how the value of a house is determined by its total worth after debts are subtracted. Investors use it to gauge the true value of their holdings and to compare different investment options.

creation units financial

"may only be acquired or redeemed from the fund in creation units."

Creation units are large blocks of an exchange-traded fund’s (ETF) shares that big market players can exchange with the fund for the underlying basket of securities, or vice versa. Think of it like a bakery swapping a box of finished cookies for the exact ingredients — this mechanism helps keep the ETF’s market price close to the value of its holdings, supports liquidity, and lets investors buy or sell without large price gaps.

AI-generated analysis. Not financial advice.

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. "We continue to relentlessly strive to deliver strong performance with GRNY, and we know our investors appreciate our weekly videos which make our investment process and rationale transparent."

The firm also noted strong early demand from investors for the two new additions to the Granny Shots ETF family, both of which launched on November 18, 2025.

The Fundstrat Granny Shots US Small- & Mid-Cap ETF (NYSE: GRNJ) has reached $255 million in AUM in just over 30 days of trading, which highlights the Fund's position as one of the fastest-growing actively managed equity ETFs in the market.²

"GRNI has been requested by investors for quite some time, driven by demand for targeted exposure to small- and mid-cap equities, and it has quickly established itself as a complement to the large-cap strategy," said John Bai, Co-Founder & Managing Partner at Fundstrat.

The Fundstrat Granny Shots US Large Cap & Income ETF (NYSE: GRNI), which strategically combines the core GRNY large-cap methodology with actively managed covered call and options strategies for income generation, has reached $53 million in AUM. The Fund made its inaugural monthly distribution on December 19, 2025, with a distribution amount of $0.16892 per share. Full distribution details and a historical record are now published on the Fund's website.

¹ Source: Morningstar and FactSet as of January 9, 2026; data includes all active and passive managed U.S. large-cap equity ETFs.

² Source: Morningstar and FactSet as of January 9, 2026; data includes all active and passive managed U.S. small- and mid-cap equity ETFs.

The performance data quoted represents past performance and is no guarantee of future results. Investment return and principal value of an investment will fluctuate so that an investor's shares, when redeemed, may be worth more or less than their original cost. Current performance may be lower or higher than the performance data quoted. View standardized performance at https://grannyshots.com/performance/. Investing involves risk, including the possible loss of principal. Shares of any ETF are bought and sold at market price (not NAV) and may trade at a discount or premium to NAV. Shares are not individually redeemable from the Fund and may only be acquired or redeemed from the fund in creation units. Brokerage commissions will reduce returns. Distributions are not guaranteed.

Granny Shots Strategy
The Granny Shots stock selection strategy is Fundstrat Capital's thematic and research-driven approach to equity selection. It incorporates a top-down assessment of macroeconomic, demographic, and business-cycle trends alongside a bottom-up quantitative screening process.

The strategy uses a set of longer-term and shorter-term investment themes to guide stock selection. Longer-term themes include millennials, global labor supply, energy and cybersecurity, and easing financial conditions. Shorter-term themes include style tilt, seasonality, and PMI recovery. Companies considered for inclusion in a Granny Shots portfolio must demonstrate alignment with at least two of these themes.

About Fundstrat Capital
Fundstrat Capital is an investment management firm led by Chief Investment Officer Thomas "Tom" Lee, specializing in thematic, research-driven equity strategies. The firm applies in-depth macroeconomic, industry, and market trend analysis to develop actively managed investment solutions for a broad range of investors.

Follow Fundstrat Capital
X: https://x.com/FundstratCap
LinkedIn: https://www.linkedin.com/company/fundstrat-capital
YouTube: https://www.youtube.com/@FundstratCapital

Subscribe for Updates
To receive weekly market updates and commentary from Tom Lee and Fundstrat Capital, visit GrannyShots.com/sign-up.

Media Inquiries
For media inquiries: inquiry@fundstratcapital.com

Distribution Rate: The annual rate an investor would receive if the most recent fund distribution remained the same going forward. The Distribution Rate represents a single distribution from the Fund and is not a representation of the Fund's total return. The Distribution Rate is calculated by multiplying the most recent distribution by 12 in order to annualize it, and then dividing by the Fund's NAV.

BEFORE INVESTING, YOU SHOULD CAREFULLY CONSIDER THE FUND'S INVESTMENT OBJECTIVES, RISKS, CHARGES, AND EXPENSES. THIS AND OTHER INFORMATION IS CONTAINED IN THE PROSPECTUS, WHICH CAN BE ACCESSED AT GRANNYSHOTS.COM/FUND-DOCUMENTS/ OR BY CALLING (212) 293-7132. PLEASE READ THE PROSPECTUS CAREFULLY BEFORE INVESTING.

Investing involves risk. Principal loss is possible.

The principal risks of investing in the Fund are summarized below. As with any investment, there is a risk that you could lose all or a portion of your investment in the Fund. Some or all of these risks may adversely affect the Fund's net asset value per share ("NAV"), trading price, yield, total return, and/or ability to meet its investment objective. For more information about the risks of investing in the Fund, see the section in the Fund's Prospectus titled "Additional Information About the Fund — Principal Risks of Investing in the Fund."

Equity Market Risk. Common stocks are generally exposed to greater risk than other types of securities, such as preferred stock and debt obligations, because common stockholders generally have inferior rights to receive payment from specific issuers.

Models and Data Risk. The composition of the Fund's portfolio is heavily dependent on investment models developed by the Sub-Adviser as well as information and data supplied by third parties ("Models and Data"). When Models and Data prove to be incorrect or incomplete, any decisions made in reliance thereon may lead to the inclusion or exclusion of securities from the Fund's portfolio that would have been excluded or included had the Models and Data been correct and complete.

Operational Risk. The Fund is subject to risks arising from various operational factors, including, but not limited to, human error, processing and communication errors of the Fund's service providers, counter parties or other third-parties, failed or inadequate processes and technology or systems failures. The Fund relies on third-parties for a range of services, including custody.

New Fund Risk. The Fund is a recently organized management investment company with no operating history. As a result, prospective investors do not have a track record or history on which to base their investment decisions.

Distributed by Foreside Fund Services, LLC. Foreside is not related to Tidal or Fundstrat.

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SOURCE Fundstrat Capital

FAQ

What is the AUM of GRNI (NYSE: GRNI) as of Jan 9, 2026?

GRNI had $53 million in assets under management as of Jan 9, 2026.

When did GRNI make its first distribution and how much was it?

The inaugural monthly distribution was on Dec 19, 2025 at $0.16892 per share.

How quickly did GRNJ (NYSE: GRNJ) reach $255 million AUM after launch?

GRNJ reached $255 million in AUM in just over 30 days of trading after its Nov 18, 2025 launch.

How large is the flagship GRNY (NYSE: GRNY) ETF?

GRNY surpassed $4.0 billion in assets under management as of Jan 9, 2026.

Where can investors find GRNI distribution history and performance data?

Distribution details and standardized performance are published on the fund's website at the posted performance URL.