Cerity Partners LLC FTCI — FTC SOLAR INC

Ownership history in Cerity Partners LLC  ·  10 quarters on record

AI Ownership Summary

Cerity Partners LLC reported FTC SOLAR INC (FTCI) in 10 quarterly 13F filings from 2024 Q1 through 2026 Q2. The latest visible filing shows FTCI at 0.00% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this FTCI ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Cerity Partners LLC's position in FTC SOLAR INC, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q2

FTCI was reported at 0.00% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.0% in 2024 Q1

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2024 Q1 to 2026 Q2

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

FTCI stock page Cerity Partners LLC fund profile Cerity Partners LLC full holdings
How Cerity Partners LLC held FTCI — position size vs. price
% of Fund (quarterly)    FTCI price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 10 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q2 UNCHANGED — — — 49,031 — 0% 0.00% $249K 2026-08-14 $2.34
2026 Q1 ADDED — — — 49,031 +29,306 +148.6% 0.00% $185K 2026-05-15 $4.79
2025 Q4 UNCHANGED — — — 19,725 — 0% 0.00% $215K 2026-02-11 $9.97
2025 Q3 UNCHANGED — — — 19,725 — 0% 0.00% $139K 2025-10-22 $7.82
2025 Q2 UNCHANGED — — — 19,725 — 0% 0.00% $89K 2025-08-13 $4.81
2025 Q1 UNCHANGED — — — 19,725 — 0% 0.00% $57K 2025-04-30 $3.19
2024 Q4 REDUCED 90.0% -47.9% ✅ 19,725 -177,521 -90.0% 0.00% $109K 2025-02-13 $3.21
2024 Q3 REDUCED 50.0% -18.8% ✅ 197,246 -197,245 -50.0% 0.00% $134K 2024-11-12 $4.55
2024 Q2 UNCHANGED — — — 394,491 — 0% 0.00% $139K 2024-08-13 $2.50
2024 Q1 INITIATED — — — 394,491 — — 0.00% $213K 2024-05-14 $5.14

🏢 Other funds also holding FTCI

As of 2026 Q2 — sorted by position size

GSA CAPITAL PARTNERS LLP 3Y 7Y 0.01% GILDER GAGNON HOWE & CO LLC 3Y 7Y 0.01% LAUREL OAK WEALTH MANAGEMENT, LLC 0.01% BRIDGEWAY CAPITAL MANAGEMENT, LLC 3Y 7Y 0.0% Richardson Capital Management LLC 0.0% XTX Topco Ltd 3Y 0.0% Millstone Evans Group, LLC 0.0% MARSHALL WACE, LLP 3Y 7Y 0.0% American Capital Advisory, LLC 0.0% Squarepoint Ops LLC 3Y 7Y 0.0%

FAQ About Cerity Partners LLC and FTCI

These are the practical questions this page is built to answer before you even open the full history table.

How long has Cerity Partners LLC reported owning FTCI?

Cerity Partners LLC reported FTCI across 10 quarterly 13F filings, from 2024 Q1 through 2026 Q2.

What was the largest reported FTCI position in Cerity Partners LLC's portfolio?

The largest reported portfolio weight for FTCI was 0.00% in 2024 Q1.

What is the latest reported FTCI position on this page?

The most recent filing on this page is 2026 Q2, when Cerity Partners LLC reported 49,031 shares, equal to 0.00% of portfolio, with an estimated market value of $249K.

What does the chart on this FTCI ownership page compare?

The chart compares Cerity Partners LLC's quarterly FTCI portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did Cerity Partners LLC time their FTCI position?

Based on 13F filing dates vs. subsequent FTCI price moves, Cerity Partners LLC correctly timed 2 out of 4 reported position changes (50%). The annualised alpha on FTCI relative to SPY over the holding period was +3.0%.

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