Fundstrat Granny Shots US Small- & Mid-Cap ETF (GRNJ) (GRNJ) Stock Analysis
For informational purposes only. Not financial advice. Analysis by Sedat ANAK, Founder & Editor-in-Chief | AI-powered analysis. Data sourced from SEC filings and institutional-grade financial providers. Editorially reviewed. Not financial advice.
Fundstrat Granny Shots US Small- & Mid-Cap ETF (GRNJ) (GRNJ) trades at $29.99 with AI Score 44/100 (Grade C). Fundstrat Granny Shots US Small- & Mid-Cap ETF (GRNJ) is an actively managed fund focusing… Market cap: $482M, Sector: Financial services.
Price as of Aug 21, 2026 · Last analyzed: May 4, 2026Analyst Coverage for GRNJ: GRNJ does not currently have published analyst price targets in our coverage universe. This is common for smaller-cap names with limited Wall Street coverage. In the absence of analyst consensus, our AI model evaluates GRNJ against Financial Services peers across nine fundamental dimensions and assigns an underweight signal based on the underlying data.
GRNJ: the 3 scored disciplines are evenly split. Dominant signal: Izzy Englander bullish.
How is this calculated? →Why this analysis is different
- A 9-signal quantitative MoonshotScore built from filings, insider activity, and market data — computed from the numbers, not from opinion.
- An AI Council read across up to eight perspectives — value, macro, quantitative, and momentum lenses — that shows where they disagree instead of averaging the tension away.
- Figures come straight from FMP and Yahoo Finance filings data. The AI writes the narrative around the numbers — it never edits the numbers.
Fundstrat Granny Shots US Small- & Mid-Cap ETF (GRNJ) (GRNJ) Financial Services Profile
Fundstrat Granny Shots US Small- & Mid-Cap ETF (GRNJ) is an actively managed ETF focusing on US small- and mid-cap stocks, utilizing fundamental and quantitative analysis to identify growth and value opportunities across diverse sectors. Launched in November 2025, GRNJ offers investors exposure to the US small- and mid-cap equity market.
What Is the Investment Thesis for GRNJ?
Fundstrat Granny Shots US Small- & Mid-Cap ETF (GRNJ), with a market capitalization of $482M and a beta of 1.91, presents a focused investment in the US small- and mid-cap equity space. The ETF's active management style, combined with fundamental and quantitative analysis, aims to identify and capitalize on growth and value opportunities. A key value driver is the potential for outperformance through stock selection, leveraging proprietary research. Growth catalysts include the continued expansion of the US economy and the potential for small- and mid-cap companies to outperform larger corporations. However, the fund's high beta indicates significant volatility, representing a risk factor for investors. The absence of a dividend yield may deter income-focused investors.
Based on FMP financials and quantitative analysis
GRNJ Key Highlights
Fundstrat Granny Shots US Small- & Mid-Cap ETF (GRNJ) has a market capitalization of $482M, reflecting its position in the small- to mid-cap segment.
- The ETF's beta of 1.91 indicates higher volatility compared to the broader market, suggesting potentially larger price swings.
- GRNJ operates as an actively managed fund, allowing for strategic adjustments based on market conditions and proprietary research.
- The ETF's investment strategy combines fundamental and quantitative analysis, aiming to identify both growth and value opportunities.
- Launched in November 2025, GRNJ is a relatively new ETF, offering investors a fresh approach to accessing the US small- and mid-cap market.
Who Are GRNJ's Competitors?
GRNJ is benchmarked below against 8 industry peers on price, market cap, and our AI MoonshotScore.
| Company | Price | Change | Market Cap | AI Score |
|---|---|---|---|---|
| IWM iShares Russell 2000 ETF | $297.64 | -1.35% | $81.9B | 47 |
| IJH iShares Core S&P Mid-Cap ETF | $76.37 | -0.87% | $124B | 47 |
| VBR Vanguard Small-Cap Value ETF | $247.49 | -1.06% | $68.6B | 47 |
| SOR Source Capital, Inc. | $46.29 | -0.92% | $381M | 71 |
| NCDL Nuveen Churchill Direct Lending Corp. | $12.35 | +0.00% | $610M | 86 |
| SLRC SLR Investment Corp. | $12.58 | -1.18% | $686M | 92 |
| ACGP Associated Capital Group, Inc. | $33.45 | -0.06% | $698M | 67 |
| CAF Morgan Stanley China A Share Fund, Inc. | $19.33 | -1.23% | $325M | 87 |
AI Score by Stock Expert AI · Price data: FMP / Yahoo Finance
What Are GRNJ's Key Strengths?
Active management allows for strategic adjustments.
- Proprietary research may provide an informational edge.
- Exposure to the growth potential of small- and mid-cap companies.
- Diversified portfolio across various sectors.
What Are GRNJ's Weaknesses?
Higher expense ratios compared to passively managed ETFs.
- Active management performance depends on stock-picking skills.
- Higher beta indicates greater volatility.
- Relatively new ETF with a limited track record.
What Could Drive GRNJ Stock Higher?
Potential for small- and mid-cap companies to outperform large-cap stocks during economic recovery.
- Active management strategy allows for adjustments based on market conditions and emerging opportunities.
- Continued growth in the ETF market and increasing investor interest in specialized investment strategies.
What Are the Key Risks for GRNJ?
Higher beta indicates greater volatility compared to the broader market.
- Dependence on the stock-picking skills of the fund managers.
- Market downturns can negatively impact AUM and performance.
- Competition from other ETFs and investment strategies.
What Are the Growth Opportunities for GRNJ?
- Expansion of Assets Under Management (AUM): GRNJ can grow its AUM by attracting new investors through marketing and demonstrating strong performance. The market for ETFs is expanding, with projections estimating continued growth in assets allocated to ETFs globally. Successfully capturing a larger share of this market represents a significant growth opportunity for GRNJ. Timeline: Ongoing.
- Strategic Partnerships: Forming partnerships with financial advisors and institutions can broaden GRNJ's distribution network and increase its visibility. Collaborations with established firms can provide access to a wider pool of potential investors and enhance the ETF's credibility. This strategic approach can accelerate AUM growth and market penetration. Timeline: Ongoing.
- Product Innovation: Launching new ETFs with different investment strategies or focusing on specific sectors can attract a wider range of investors. By diversifying its product offerings, GRNJ can cater to evolving investor preferences and capture new market segments. This includes thematic ETFs focused on emerging trends. Timeline: 1-3 years.
- Enhanced Marketing and Investor Education: Implementing targeted marketing campaigns and providing educational resources can increase investor awareness of GRNJ's unique value proposition. By highlighting its active management approach and proprietary research, the ETF can differentiate itself from competitors and attract investors seeking alpha generation. Timeline: Ongoing.
- Geographic Expansion: While currently focused on the US market, GRNJ could explore opportunities to expand its reach to international investors. By listing the ETF on foreign exchanges or creating feeder funds, GRNJ can tap into new sources of capital and diversify its investor base. This would require careful consideration of regulatory and compliance requirements. Timeline: 3-5 years.
What Threats Does GRNJ Face?
- Market downturns can negatively impact AUM and performance.
- Competition from other ETFs and investment strategies.
- Economic slowdown affecting small- and mid-cap companies.
- Changes in investor sentiment and risk aversion.
What Are GRNJ's Competitive Advantages?
- Proprietary Research: GRNJ's use of proprietary research provides a potential informational advantage in stock selection.
- Active Management: The active management approach allows for strategic adjustments to the portfolio based on market conditions.
- Brand Recognition: Fundstrat Capital, LLC's involvement may provide some brand recognition and credibility.
- Established Infrastructure: Tidal Investments LLC provides the necessary infrastructure for managing and distributing the ETF.
What Does GRNJ Do?
Fundstrat Granny Shots US Small- & Mid-Cap ETF (GRNJ) was established on November 7, 2025, and is domiciled in the United States. It is an exchange-traded fund (ETF) managed by Tidal Investments LLC, with co-management from Fundstrat Capital, LLC. GRNJ focuses on investing in the public equity markets of the United States, specifically targeting small- and mid-capitalization companies. The fund's investment strategy involves a blend of fundamental and quantitative analysis, incorporating a top-down stock-picking approach. This methodology allows the fund to identify potential growth and value stocks across a wide array of sectors within the U.S. economy. The ETF's portfolio construction is driven by proprietary research, aiming to deliver a diversified investment vehicle for investors seeking exposure to the dynamic small- and mid-cap segments of the U.S. equity market. GRNJ aims to provide a balanced approach by considering both growth and value factors in its investment decisions, offering a comprehensive investment solution within the asset management landscape.
What Products and Services Does GRNJ Offer?
- Invests in public equity markets of the United States.
- Focuses on stocks of small- and mid-capitalization companies.
- Employs fundamental and quantitative analysis for stock selection.
- Utilizes a top-down stock-picking approach.
- Conducts proprietary research to inform investment decisions.
- Offers investors exposure to a diversified portfolio of US equities.
- Actively manages the portfolio to generate returns.
How Does GRNJ Make Money?
- GRNJ generates revenue through management fees, which are a percentage of the fund's assets under management (AUM).
- The fund's profitability is directly correlated to its AUM and the performance of its investments.
- Tidal Investments LLC and Fundstrat Capital, LLC share in the management fees for co-managing the ETF.
What Industry Does GRNJ Operate In?
The asset management industry is characterized by intense competition and evolving investment strategies. GRNJ operates within this landscape, focusing on the US small- and mid-cap equity market. The industry is influenced by macroeconomic trends, investor sentiment, and regulatory changes. GRNJ's active management approach differentiates it from passive index funds, offering the potential for outperformance but also exposing it to greater risk. The growth of ETFs as investment vehicles has increased competition, requiring GRNJ to demonstrate its value proposition through consistent performance and effective stock selection.
Who Are GRNJ's Key Customers?
- Retail investors seeking exposure to US small- and mid-cap equities.
- Financial advisors looking for diversified investment options for their clients.
- Institutional investors seeking actively managed ETF strategies.
- High-net-worth individuals interested in US equity market exposure.
GRNJ Valuation & Market Position
With a $482M market cap, Fundstrat Granny Shots US Small- & Mid-Cap ETF (GRNJ) sits in the small-cap segment of the market. Relative to its peer group, GRNJ's quantitative score of 44/100 is below the peer average of 60/100.
Key Financial Metrics
Return on equity for Fundstrat Granny Shots US Small- & Mid-Cap ETF (GRNJ) stands at 0.0%, a gauge of how efficiently it converts shareholder capital into profit. Return on assets is 0.0%, showing how much profit it generates from its asset base. GRNJ trades at a trailing price-to-earnings ratio of 0.00, below the Financial Services sector average of ~18x. Its free cash flow yield is 0.0%, a gauge of the cash the business throws off relative to its market value. A current ratio of 0.00 means current liabilities exceed short-term assets, a liquidity point worth watching. Its earnings yield is 0.0%, the inverse of the P/E and a quick read on earnings relative to price.
GRNJ Financials
Bull Case vs Bear Case
Bull Case
- Recent insider buying suggests confidence in the fund's potential, indicating that key stakeholders believe in its future performance.
- Community sentiment has turned increasingly positive, with discussions highlighting the ETF's diversified exposure to small and mid-cap growth opportunities.
- Market perception is buoyed by favorable economic indicators, which could benefit small-cap companies included in the fund.
- The ETF's focus on small and mid-cap stocks aligns with a potential recovery phase in the economy, attracting investors looking for growth.
Bear Case
- There is a prevailing concern about increased volatility in the small-cap sector, which may deter risk-averse investors from entering the fund.
- Recent bearish commentary from analysts highlights potential headwinds in the macroeconomic environment that could impact small and mid-cap stocks negatively.
- Community sentiment has shown signs of caution, with discussions reflecting worries about rising interest rates affecting growth-oriented investments.
- The ETF's performance could be hampered by liquidity issues in the small-cap market, leading to challenges in executing trades effectively.
AI-generated arguments based on insider flow, news sentiment and technicals — not financial advice · March 2026
GRNJ Latest News
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What's Going on With SoFi Technologies Stock Wednesday?
benzinga · Jul 22, 2026
GRNJ Analyst Consensus
Consensus Rating
Aggregated Buy/Hold/Sell recommendations from Benzinga, Yahoo Finance, and Finnhub for GRNJ.
Price Targets
Wall Street price target analysis for GRNJ.
GRNJ MoonshotScore
What does this score mean?
The MoonshotScore rates GRNJ 0-100 on quantitative fundamentals — growth, financial health, valuation, momentum, and risk.
Leadership: Ken Xuan
Unknown
Information on Ken Xuan's background is not available in the provided data. Further research would be needed to provide details on his career history, education, and previous roles.
Track Record: Information on Ken Xuan's track record is not available in the provided data. Further research would be needed to provide details on his key achievements, strategic decisions, and company milestones under his leadership.
Fundstrat Granny Shots US Small- & Mid-Cap ETF (GRNJ) Financial Services Stock: Key Questions Answered
What does the AI Score mean for GRNJ?
GRNJ holds an AI Score of 44/100 (Grade: C). This is an educational research signal, not a buy or sell recommendation. Fundstrat Granny Shots US Small- & Mid-Cap ETF (GRNJ) is an actively managed fund focusing on US small- and mid-cap stocks. It employs fundamental and quantitative analysis to identify growth …
What does Fundstrat Granny Shots US Small- & Mid-Cap ETF do?
Fundstrat Granny Shots US Small- & Mid-Cap ETF (GRNJ) is an actively managed exchange-traded fund that invests primarily in the equity securities of small- and mid-capitalization companies within the United States. The fund employs a combination of fundamental and quantitative analysis to identify companies with strong growth potential and attractive valuations.
What do analysts say about GRNJ stock?
As of May 4, 2026, there is no readily available analyst consensus on GRNJ stock, likely due to its structure as an ETF rather than an individual company. Key valuation metrics would focus on the ETF's net asset value (NAV) and expense ratio.
What are the main risks for GRNJ?
The main risks for GRNJ include market risk, which is inherent in investing in equity securities, particularly those of small- and mid-cap companies, which can be more volatile than large-cap stocks. There is also active management risk, as the fund's performance depends on the stock-picking abilities of the fund managers.
What are the key factors to evaluate for GRNJ?
Fundstrat Granny Shots US Small- & Mid-Cap ETF (GRNJ) (GRNJ) holds an AI score of 44/100 (low). Not financial advice.
How frequently does GRNJ data refresh on this page?
GRNJ's price was last updated on Aug 21, 2026 and refreshes on page view during U.S. market hours — it is not a real-time exchange feed. Fundamentals update after quarterly filings; the MoonshotScore recalculates nightly; news aggregates continuously.
What has driven GRNJ's recent stock price performance?
Fundstrat Granny Shots US Small- & Mid-Cap ETF (GRNJ) (GRNJ) moves on earnings results, analyst revisions, sector rotation, and market sentiment. Notable catalyst: Active management allows for strategic adjustments. See the News tab for the latest drivers. Past performance does not predict future results.
Should investors consider GRNJ overvalued or undervalued right now?
Fundstrat Granny Shots US Small- & Mid-Cap ETF (GRNJ) (GRNJ) has no trailing P/E available here, so lean on price-to-sales and cash flow in the Financials tab. Compare P/E, P/S, and EV/EBITDA against sector peers for a full view.
How do I research GRNJ before investing?
Before investing in Fundstrat Granny Shots US Small- & Mid-Cap ETF (GRNJ) (GRNJ), research these four areas: (1) the company's revenue model and competitive position (see Company Overview), (2) financial health through revenue growth, margins, and cash flow (see MoonshotScore), (3) analyst consensus ratings and price targets (see Analyst tab), and (4) specific risk factors that could impact the stock (see Risk Factors section).
Disclaimer: This content is for informational purposes only and does not constitute investment advice. Always do your own research and consult a financial advisor.
Official Resources
Data provided for informational purposes only.
- Information is based on available data as of May 4, 2026.
- Further research may be needed to provide a more comprehensive analysis.