The Fundstrat Granny Shots US Large Cap ETF (GRNY), managed by BitMine Chairman Tom Lee, raised its Strategy (MSTR) allocation from roughly 0.45%-0.50% to 3.02% during its August 2026 quarterly rebalance. MSTR moved from one of GRNY’s smallest holdings to its largest, narrowly surpassing Robinhood (HOOD) at 2.99%. The increase came shortly before MSTR gained 46% in a month to around $142.80, while Bitcoin rose about 26%. Strategy’s rally followed its purchase of 4,603 BTC for about $369.7 million as Bitcoin moved back above $81,000. GRNY uses a rules-based process combining Fundstrat’s macro research with quantitative stock selection, and the allocation can change at the next quarterly rebalance.