grny stock: Fundstrat Granny Shots US Large Cap ETF

Fundstrat Granny Shots US Large Cap ETF (GRNY)

The grny stock (ticker: GRNY) is an actively managed U.S. large-cap equity ETF launched by Fundstrat under the Granny Shots brand. This guide explains what grny stock represents, how the Granny Shots selection framework works, the fund’s launch and recent developments, key holdings and performance metrics, trading and tax considerations, and how investors can access GRNY through brokerage platforms—featuring Bitget for trading and custody options.

Key facts — quick overview

• Ticker: GRNY (commonly referenced as grny stock)
• Exchange: NYSE Arca (primary listing)
• Issuer / Sub-adviser: Fundstrat / Granny Shots (rules-based strategy developed by Fundstrat research)
• Inception date: November 2024
• Typical portfolio size: ~20–50 large-cap U.S. equities
• Reported expense ratio: ~0.75% (investors should confirm with the fund prospectus)
• Reported assets under management (AUM): reached approximately $4 billion as of January 2026, according to media reporting
• Investment objective: seek long-term capital appreciation through a rules-led thematic approach blending top-down themes with bottom-up selection

Note: numerical facts (AUM, expense ratio, holdings and percentages, NAV and market price) change over time. Always verify current figures using the fund prospectus or official fund materials before making decisions.

History and launch

Fundstrat launched the Granny Shots ETF sleeve in November 2024. The grny stock fund was introduced to translate Fundstrat’s research themes and short- to medium-term trend signals into an actively managed, rules-based large-cap equity sleeve. The name “Granny Shots” is drawn from an unconventional free-throw technique in basketball and is used metaphorically to describe a distinctive, research-driven approach to stock selection.

Since launch, grny stock attracted investor attention due to Fundstrat’s profile and the public recognition of its founder and Head of Research. According to reporting in January 2026, the fund reached roughly $4 billion in assets under management, marking rapid inflows relative to its late-2024 inception date. Alongside GRNY, Fundstrat rolled out sibling ETFs that apply the Granny Shots methodology to different universes and investment themes.

Investment objective and strategy

The stated objective for grny stock is long-term capital appreciation by investing primarily in U.S. large-cap equities that meet the Granny Shots thematic criteria. The fund combines a thematic, top-down research process with quantitative bottom-up signals to select stocks that satisfy multiple themes simultaneously.

Key elements of the strategy:

• Themes-driven selection: The fund screens the U.S. large-cap universe for securities exposed to two or more current themes identified by Fundstrat research. Current themes have included PMI recovery, energy transition names, cybersecurity, labor suppliers, millennial-oriented businesses, and sectors benefiting from easing financial conditions.
• Rules-based inclusion: Stocks must meet a predefined combination of thematic and quantitative filters to be eligible for inclusion.
• Portfolio size and concentration: The fund typically holds between 20 and 50 names, allowing for concentrated exposure to high-conviction names while retaining diversification across sectors.
• Position sizing: GRNY often uses equal-weighting or constrained-weight rules rather than market-cap weighting, which can increase allocations to mid-sized large-cap names relative to cap-weighted benchmarks.
• Active management overlay: Portfolio adjustments are made periodically based on evolving theme signals, risk controls, and liquidity considerations.

This hybrid approach aims to capture thematic momentum and structural opportunities identified by Fundstrat research while applying systematic rules to ensure consistency and transparency.

The "Granny Shots" concept

The "Granny Shots" name derives from a nontraditional free-throw style attributed to a veteran basketball player (a so-called "granny shot") and is used by Fundstrat as a metaphor for pursuing unconventional but repeatable techniques that can produce outsized results. In the ETF context, the Granny Shots concept signals a willingness to identify and invest in names that meet multiple, sometimes overlooked thematic signals — a blend of contrarian and systematic thinking.

Holdings and portfolio construction

grny stock focuses on U.S. large-cap equities across sectors, assembled into a concentrated, theme-driven portfolio. Holdings change over time as theme signals evolve and as the rules-based screens accept or remove names.

Representative holdings (as reported in January 2026):

• Alphabet Inc — approximately 2.91% of assets
• American Express Co — approximately 2.42% of assets
• Amazon.com Inc — approximately 2.38% of assets
• Apple Inc — approximately 2.27% of assets

Other notable names that have appeared in GRNY portfolios or related coverage include companies such as GE Vernova, Tesla, PNC, Meta Platforms, and other large-cap names that meet multiple theme criteria.

Portfolio construction notes:

• Sector allocation: GRNY’s sector mix reflects the thematic filters in use at any given time. Because holdings are selected based on overlapping themes rather than market-cap weights, sector exposures can differ meaningfully from broad large-cap indexes.
• Turnover: As an actively managed rules-based ETF, turnover can be higher than for passive large-cap funds when theme signals change. Turnover is managed with liquidity and tax efficiency in mind via standard ETF creation/redemption mechanics.
• Transparency: The fund publishes holdings periodically (daily or periodic disclosure depending on the fund’s policies). Investors should review the latest fact sheet or prospectus to confirm current holdings.

Performance

Performance measures provided to investors typically include NAV returns, market price performance, and standard intervals such as year-to-date (YTD), 1-year, and since-inception returns. As of January 2026 reporting:

• Year-to-date (YTD): the fund was reported up approximately 2.7% year-to-date.
• 52-week performance: the fund was reported up approximately 20.8% over the prior 52 weeks.

Price snapshot: Public quote pages reported a market price of about $25.65 for grny stock during the referenced reporting period.

Benchmarking and context:

• GRNY is an actively managed strategy and does not strictly track a traditional index. Investors often compare GRNY returns to broad large-cap benchmarks (for context) but should bear in mind differences in sector exposures, weights, and active positioning.
• Past performance is not indicative of future results. Performance figures can change quickly with market movements and portfolio adjustments.

Trading and market information

Trading characteristics for grny stock are typical of exchange-listed ETFs:

• Primary exchange: NYSE Arca. GRNY trades intraday under the ticker GRNY, allowing investors to buy or sell shares through a brokerage during market hours at the prevailing market price.
• NAV vs. market price: Like other ETFs, GRNY has an intraday market price and an end-of-day net asset value (NAV). Market price can trade at a premium or discount to NAV; authorized participants and market makers generally manage those spreads via creation/redemption activity.
• Liquidity: Liquidity in GRNY is a function of both on‑exchange trading volume and the fund’s creation/redemption infrastructure. As the fund’s AUM grew (reported at ~ $4 billion in January 2026), on‑exchange dollar volumes and secondary market liquidity typically improve. Check real‑time quote pages for the latest average daily volume and spreads.
• Creation/redemption: GRNY uses the standard ETF creation and redemption mechanism to help maintain market price alignment with NAV. Large institutional participants can create or redeem baskets of the underlying securities, which supports liquidity and tax efficiency.

Fees, yield, and tax considerations

• Expense ratio: The fund’s reported expense ratio is around 0.75% (investors should verify the current figure in the official prospectus or fund documents). Active ETFs commonly carry higher fees than passive index funds due to research, trading and management costs.
• Distributions and yield: GRNY’s distribution profile depends on dividend income from holdings and any capital gains or losses realized by the fund. Distribution yield will change with the portfolio composition; consult the fund’s distribution history for current yield metrics.
• Tax considerations: ETFs generally offer tax-efficient structures relative to mutual funds because in-kind creation/redemption can help manage capital gains. However, GRNY’s active trading and turnover could generate taxable events; individual tax treatment varies and shareholders should consult a tax advisor for personalized guidance.

Risks and disclosures

Principal risks for grny stock (as highlighted in the prospectus and offering materials) include but are not limited to:

• Equity market risk: The value of ETF shares will fluctuate with the prices of the underlying equities.
• Model and data risk: The Granny Shots selection relies on quantitative signals and thematic research; errors in models, data or assumptions can adversely affect performance.
• Active management risk: The portfolio deviates from passive benchmarks and relies on manager decisions and rules; performance depends on the accuracy of the underlying research and rules.
• Concentration and thematic risk: A concentrated portfolio or concentrated exposure to certain themes can amplify losses if those themes underperform.
• New-fund risk: GRNY launched in late 2024; newer funds can carry operational and liquidity risks relative to long-established ETFs.
• Operational and tracking risk: Errors in trading, compliance, or operations can impact returns.

Investors should read the fund prospectus for a complete list of risks and to understand the fund’s objectives, strategies, risks, charges and expenses. This article provides factual information and is not investment advice.

Governance and management

• Sponsor and sub-adviser: Fundstrat is the sponsor and the Granny Shots strategy is managed by the firm’s research-driven sub-adviser team. Media reports associate well-known research leaders with the Granny Shots effort.
• Portfolio management: Specific portfolio manager names and biographies are listed in the fund’s prospectus and fact sheets. Institutional governance, board oversight, and adherence to regulatory disclosure requirements are part of the fund structure.
• Documents and transparency: Investors should review the prospectus, shareholder reports, and fact sheets available from the issuer for official governance details and up-to-date disclosures.

Related funds and competitors

GRNY is part of a broader set of Granny Shots offerings — sibling ETFs apply the same rules-based, theme-driven approach to other universes or segmentations. Examples of related offerings include funds that target different market caps or investment themes under the Granny Shots suite.

Comparative notes:

• Relative to passive large-cap funds (e.g., cap-weighted S&P 500 ETFs), grny stock typically shows different sector exposures and concentration due to its theme-based selection and equal/constrained weighting choices.
• Competing active large-cap ETFs may use fundamental research, quantitative screens, or hybrid approaches. Investors compare fee levels, track records, turnover and manager philosophy when evaluating alternatives.

How to buy GRNY (practical steps)

• Confirm the ticker: GRNY is the exchange ticker for the Fundstrat Granny Shots US Large Cap ETF.
• Use a broker: Purchase shares through your brokerage account during market hours. Enter the ticker GRNY, choose order type (market, limit, etc.), and submit. If you prefer an integrated platform that supports advanced custody or wallet linkage, consider Bitget for trading and custody solutions.
• Market vs limit orders: To manage execution price, use limit orders rather than market orders when appropriate, especially for larger orders or in lower-liquidity periods.
• Consider tax and account type: Buy within taxable accounts, IRAs or other qualified accounts according to your tax planning. Consult a tax advisor for details.
• Confirm holdings & costs: Before buying, check the most recent holdings, expense ratio, distribution history and any special trading notes in the fund’s prospectus.

Reminder: This is factual and educational content only, not investment advice.

Recent developments and context (reported January 2026)

• As of January 2026, according to Benzinga reporting, the Fundstrat Granny Shots US Large Cap ETF reached approximately $4 billion in assets under management. The fund’s growth was highlighted alongside its performance track record and the public profile of Fundstrat research leaders.

• Reporting in January 2026 also noted overlap between the GRNY portfolio and holdings in Berkshire Hathaway’s public stock portfolio. Four stocks were identified as common holdings between GRNY and Berkshire Hathaway’s portfolio: Alphabet Inc, American Express Co, Amazon.com Inc, and Apple Inc. Percentage allocations in GRNY for those names were reported as follows: Alphabet ~2.91%, American Express ~2.42%, Amazon ~2.38%, and Apple ~2.27%.

• Media coverage in late 2025 and early 2026 referred to management transitions at Berkshire Hathaway and to Fundstrat founder visibility; such coverage can affect public interest in thematic funds that share holdings with broadly followed portfolios.

Source attribution: As of January 2026, Benzinga reported the GRNY AUM milestone and the holding overlaps with Berkshire Hathaway.

Data, verification and where to check for updates

Important sources for up-to-date, verifiable information on grny stock include:

• Fundstrat / Granny Shots official fund documents and prospectus (for holdings, expense ratio, AUM and official disclosures)
• Major financial quote and data providers for live market price, NAV, daily volume and performance metrics
• Independent fund research platforms for holdings analysis and historical performance

Always consult the official prospectus and fact sheets for authoritative, current information. This article references publicly reported figures and media coverage current as of January 2026.

Risk, ethics and important disclaimers

This article provides factual information about grny stock and related topics for educational purposes. It does not provide personalized investment advice, recommendations, or solicitation to buy or sell the fund. Investors should conduct their own research and consult licensed financial, tax and legal professionals when making investment decisions.

References and external sources (no hyperlinks provided)

• Fundstrat / Granny Shots official site and fund materials (prospectus and fact sheet)
• Yahoo Finance GRNY quote and instrument page
• Morningstar GRNY fund page (holdings & top-10)
• Robinhood GRNY product page (fund facts and stats)
• Benzinga coverage (January 2026) reporting on GRNY AUM milestone and overlapping holdings with Berkshire Hathaway
• CNBC and Nasdaq quote pages for related market data and coverage

Note: For latest pricing, holdings and regulatory filings, check the fund’s official documents and regulatory filings directly.

See also

• List of ETFs
• Active vs. passive ETF strategies
• Fundstrat research and thematic investing
• ETF creation and redemption mechanism

Further exploration and next steps

If you want to follow grny stock more closely:

• Review the latest fund prospectus and fact sheet from Fundstrat.
• Monitor live quote pages for GRNY market price, NAV, and average daily volume.
• If you plan to trade, consider using Bitget for account setup, custody, and order execution, and consult a licensed advisor for tax and suitability questions.

Explore more Fundstrat research and Granny Shots commentary to understand the evolving themes that drive grny stock selections. For official regulatory and disclosure material, the fund prospectus remains the primary source.

Note on timeliness: This article incorporates reporting and figures current as of January 2026. Specific percentages, AUM, price and performance metrics referenced here should be verified against the latest fund disclosures before taking action.

This article is informational and neutral. It does not constitute investment advice or an offer to buy or sell securities.