| Line | Series | Description | 2009 | 2010 | 2011 | 2012 | 2011 Q2 | 2011 Q3 | 2011 Q4 | 2012 Q1 | 2012 Q2 | 2012 Q3 | 2012 Q4 | Line |
| 1 | FL653164205.Q | Mutual funds; mutual fund shares; liability | 6920.7 | 7873.0 | 7870.9 | 9283.6 | 8503.7 | 7449.5 | 7870.9 | 8797.4 | 8653.4 | 9131.0 | 9283.6 | 1 |
| 2 | FL653164205.Q | Mutual funds; mutual fund shares; liability | 6920.7 | 7873.0 | 7870.9 | 9283.6 | 8503.7 | 7449.5 | 7870.9 | 8797.4 | 8653.4 | 9131.0 | 9283.6 | 2 |
| 3 | FL153064205.Q | Households and nonprofit organizations; mutual fund shares; asset | 4141.2 | 4581.7 | 4384.2 | 5300.9 | 4999.9 | 4359.0 | 4384.2 | 4952.7 | 4860.9 | 5196.8 | 5300.9 | 3 |
| 4 | FL103064203.Q | Nonfinancial corporate business; mutual fund shares; asset | 161.9 | 186.6 | 167.5 | 170.8 | 186.7 | 162.8 | 167.5 | 177.8 | 169.0 | 172.4 | 170.8 | 4 |
| 5 | FL213064203.Q | State and local governments, excluding employee retirement funds; mutual fund shares; asset | 37.5 | 38.6 | 37.1 | 35.0 | 38.1 | 37.4 | 37.1 | 36.8 | 36.5 | 36.0 | 35.0 | 5 |
| 6 | FL263064203.Q | Rest of the world; U.S. mutual fund shares; asset | 364.1 | 513.8 | 735.4 | 936.5 | 599.8 | 525.5 | 735.4 | 843.6 | 886.6 | 908.0 | 936.5 | 6 |
| 7 | FL763064205.Q | U.S.-chartered depository institutions; mutual fund shares; asset | 46.1 | 45.0 | 41.7 | 59.2 | 45.0 | 36.6 | 41.7 | 46.7 | 47.3 | 52.8 | 59.2 | 7 |
| 8 | FL473064203.Q | Credit unions; mutual fund shares; asset | 1.3 | 1.5 | 1.8 | 2.1 | 1.8 | 1.8 | 1.8 | 2.0 | 2.0 | 2.1 | 2.1 | 8 |
| 9 | FL513064203.Q | Property-casualty insurance companies; mutual fund shares; asset | 5.3 | 5.7 | 5.5 | 5.7 | 5.8 | 5.2 | 5.5 | 5.7 | 5.5 | 5.7 | 5.7 | 9 |
| 10 | FL543064203.Q | Life insurance companies; mutual fund shares; asset | 140.8 | 155.7 | 150.1 | 159.3 | 158.5 | 142.9 | 150.1 | 159.1 | 153.2 | 159.3 | 159.3 | 10 |
| 11 | FL573064205.Q | Private pension funds; mutual fund shares; asset | 1817.3 | 2121.1 | 2144.6 | 2386.6 | 2250.6 | 1995.1 | 2144.6 | 2344.7 | 2273.2 | 2367.5 | 2386.6 | 11 |
| 12 | FL223064203.Q | State and local government employee retirement funds; mutual fund shares; asset | 205.2 | 223.2 | 203.1 | 227.5 | 217.5 | 183.2 | 203.1 | 228.2 | 219.1 | 230.3 | 227.5 | 12 |